Distribution

 When we try to update the Base Unit from CS to EA, the setting just returns to CS without an error. What may be causing the issue? Are there other item settings that stop the user from changing the Base Unit?There is no current stock for the item and no open transactions in the system.  

Hello, apologies for the long question.I am working to setup Acumatica and noticed the handling of inventory for Sales Order shipments is different than every system I have worked on in the past. With our current configuration, when you create shipment for a Sales order you stop just short of Updating IN. This is because one you Update IN it creates the inventory COGS transaction on the PL. We do not invoice and recognize the revenue, until the product is delivered to our customers. So if you do Update IN this creates a disconnect between revenue and expense (not an option). However, if you do not Update IN the inventory remains “On Hand” at the warehouse and all reporting shows those quantities on hand. What I would prefer to see is that inventory moved to In Transit until the SO is invoices at which time the inventory is expenses and the Receivable is created. Due to the inventory remaining ON Hand I am having a difficult time reconciling physical counts at our sites and creates a hu

My company adds $3.75 handling fee to outbound UPS shipments. This amount is added to the freight cost we incur from the carrier (UPS), the sum of the two quantities (freight cost + our handling fee) are combined and billed to the customer on their invoice. I see handling charges can be added using SHIPPING TERMS, which can be assigned within CUSTOMER CLASSES. However, if I have a sale that is delivered via my company’s truck or if the customer picks up at my facility there should not be a shipping and handling charge. I’d like to avoid relying on users to manually change the SHIPPING TERMS on a sales order each time there is a customer pickup or deliver via our truck. Is there a way to attach the shipping and handling charge to SHIP VIA or CARRIER so this is automated? There must be something I’m missing in order to accomplish this. We are not the only company to use freight padding.Thank you,Matt

Hello,       I met a case, user miss put 66.2 cases line item on invoice, which should be 66.2 lb. The “real” shipment is 66.2 lb. And AR total is correct. So it is just system document typo error. Then I manually created a credit memo, which is to get 66.2 cases back(virtually) and issue 66.2 lb.       Then I found out the IN issues based on this credit memo is automatically released. However, the cost of the returned 66.2 cases is 0.      Which I’d like to be the same cost as the sold items. Such as $6 per cases.        It might be my mistake, that I just added the credit memo lines manually. I am not sure, if I used the “add return line” function, whether the cost would be input as I expected. But sometimes it is the quickest way to do it, and users are preferring using this way (add lines directly), because it is quick.         If I would like the customer return at original cost, what is the best way to do it?

The quantity open on PO per the inventory summary is overstated. One PO (PO001122) line is duplicated in the summary and the MRP detail inquiry, but is correct on the PO line inquiry and the actual PO. The promised date was changed for a couple items on this PO (supply chain issues) but only one line is being duplicated.We have run “Recalculate Inventory” and the error did not resolve. Also tried editing both the PO and the line but the duplicate is not clearing. Below are screen prints showing the discrepancy:We’re at a loss to figure out why this discrepancy occurred and how to resolve it. Any thoughts or suggestions would be appreciated. Thanks!

In Purchase Order Create Time Approve and reject action perform through Rest ApiI can’t Find action To perform approve purchase Order 

Every Purchase Order requires a Vendor. Every Item has a Vendor attached to it. How do I tell a PO to only allow line items who are set for the vendor on the PO? Example: I am buying from Bob on a PO, but Acumatica lets me try to buy an item that is only sold by Frank. If a PO is for Bob, why can’t the item selector only show me items buyable from Bob? I don’t care about the things I can buy from Frank. This would also help ensure that the vendors are attached properly (like Bob sells Milk, but I don’t see Milk on my list, so I know something is off on the item). Hopefully this is a toggle somewhere I’m missing.

We are trying to wave and batch pick thousands of shipments per day. The system will not allow us to print the labels until the shipments are confirmed, so we have a business event running that will autoconfirm the shipments after they have been picked. This allows the picker to print the labels and packing slips directly after they have picked. The issue is the confirmation takes 30-45 seconds or more per shipment. so if we are batch picking 25 orders with the same product on them, it takes 10 minutes until the labels can be printed. There has to be something we are missing here - confirming a single shipment manually only takes a couple of seconds. We are using out of the box Stamps.com integration.  

Hi  Can you help me how to fix this issue. I want to create a Sales Order but I have a problem, when I’m doing SO I found out that I have no Inventory Balance but when I checked the items are there. What should I do? This is the Sales Order (Inventory ID - 00002647) This is the Inventory Balance I’ve already checked in Recalculate Inventory (IN505000) but it nothing happen  Thanks

Setup some stock skus to use related items (set the item class to NOT allow Negatives) and tried to assemble a kit that one of the components was at a qty 0, and had allow for substitutions but I’m not sure where I pick the substitution item to add to the Kit assemble BOM.  Is there something I’m missing in the process?   How do I process the substitution?  

I have a scenario whereby internal employee make a request of inventory items that have existing stock. Thus, when an internal employee enter a request, it will alert or send notification to logistics team to either perform issue or transfer of item to another warehouse or location. When the employee has received the item, the employee can manually close the request form. Or how to manually change the Issue Status to Received, so that system will automatically change the status of the request to closed. Does anyone have any suggestion/solution for this? thanks alot 

Good morning. I have a client who needs to generate recurring sales orders to fulfill a quarterly magazine subscription. In an attempt at creating the most streamlined account setup workflow, I have proposed this solution:1) Create Customer Template for Magazine Style (4 to chose from)2) Store Subscription details in the Customer Attributes with details Then trigger automated Sales Order Generation based off of Customer Attributes. However, this last part in the process has proven to be above my head.  My general concept was to create a GI that would pull customers that match this profile, then generate a sales order from 1 of 4 templates, using 1 variable from the Customer Attribute (qty of magazine line items per order). Here is a screen shot of my attributes setup.Build 19.205.0023 Any ideas on how to make this happen or another better idea that is more simple?  

Hi all, Can you help me on how to upgrade my existing version (2020 R2) into (2021 R2) Thanks

When I try to Sign In to our Acumatica University account I get the attached Access Denied box.I have filled it out, but have got no response. Any one else experienced this? Any solutions would be appreciated. 

How do I correct / update an order after it has been invoiced? specifically for the sps edi tab for shipments. Normally I place a reference number under the SPS EDI tab for and order before it’s invoiced, But one order was invoiced and the “correct shipment” option was greyed out and unable to update the SPS EDI tab.  

hi Anyone can advise the process flow in Acumatica regarding customer loan or internal loan? Thank you!

When upgrading to 2021 R2 we lost the ability to send a PO to multiple email addresses of the same vendor. The email addresses are set up with a ; and a space between them, but it fails to send it to the second email. In 2019 R2 it did work. The notification template has ((Document.VendorLocationID.DefContactID.EMail)) as the “to” email address. 

Please, someone can help about these 2 new fields in requisition preference. I attached a file.Best regards

Our VAR, Cloud 9, sent a training video to us on Approval Maps. The training video showed many built-in Approval Map templates we can use.  When I looked in our Acumatica 2021 R2 I do not see the Approval Map templates.  Am I missing something?  Or are the templates only in newer releases of Acumatica? 

How about, if a customer or supplier is placed in credit retention or retained status, it does not appear in the modules, for example customers, it does not appear to register orders, does anyone know if there is a solution to avoid this situation?

We are shipping via UPS and FedEx directly out of Acumatica. Any time a customer email address is entered in the Ship-To address, our shipments generate and email a PDF Shipment Notification with the Customer’s PO Reference, PO Lines Shipped and Tracking information.  Addtionally, and sporadically, our customers are receiving a generic UPS-branded email stating, “You have a package coming,” with the Scheduled Delivery Date, our Company name as “From” and the tracking number.  These notices are redundant and do not contain much useful information.Does anyone have any experience with this, and, to the point, know how to turn them off?  Thus far I cannot determine a pattern to the emails.  Without causality it is difficult to determine where I could shut these off.  

I’m trying to make a GI that will show a customer’s balance owing. However, I cannot find what table to use. I tried PX.Objects.AR.ARBalances, but found that some of the values were incorrect.I tried PX.Objects.AR.CustomerMaint+CustomerBalanceSummary since it is what’s displayed on the customer page, but it seems that this table is not longer used.Would appreciate any help with this!

In Document details tab of Sales Order screen, we are displaying the images of the item, and using java script we are able to set the height of the image also.(https://stackoverflow.com/questions/50416118/acumatica-set-grid-row-height-because-of-images)Right now we didn’t have any pagination, because of the below issue we are facing.If set the pagination and if we have 20 line items, we could able to see 5 item in gird by default but when go to fifth record and click on down arrow the cursor is showing us the 6th line item which is hiding below somehow, i think technically it should take us to the next page, which is happening correctly in other girds in which we doesn’t show any images. 

Hi,  We need to enter Bidding response partially. Example :Requisition Line Value =1500Enter Bidding Response for 300.Complete bidding and create PO for 300 Items. PO has been created with two lines. one for 300 and other for 1200.  Need to create PO with 300, no need to mention 1200 qty. At the Movement our PR has been Released and there is no option to enter rest 1200 bidding response. Attached the Test Scenario with screens.  RegardsNethupul

My client wants a option to be able to reprint or resend more than one PO at a time from Print/Email Purchase Orders screen (PO503000) the same way it’s done in SO or AR Module with Show All button. This screen does not have a Show all or check marks showing the action performed, it only shows PO that have not been printed for some odd reason. Is there a workaround for this?   Thank you.W