Distribution

The alert note are actually visible only when we open a new transaction, but would be helpful to have it everytime we open any SO, PO… (all kind of transaction), or add an option to be visible always or only once. Some note need to appear even when an employee open an existing transaction to reduce risk of error, or because it might process by another one.

I want to know if we can directly convert a purchase request into purchase requisition. Is there a generic Acumatica flow for that ?? I was not able to see any actions related to that. Please help.Thanks

Hello:Someone can hepl me about this case. I attached a file with detail.Thank you so much.  

I am finding that Avalara sales tax is being charged on carrier freight for states where the freight should be exempt.  Is this a Avalara issue or a Acumatica issue ?https://www.avalara.com/blog/en/north-america/2022/02/how-to-handle-sales-tax-on-shipping-a-state-by-state-guide.html 

Does anyone know if the Project Drop Ship Order type on the Sales Order line item is available in the 2023 R1 release or when it’s scheduled to be added?Thanks,Jim

I am trying to create a payment from the screen AP302000 and on selecting the Cash Account it comes out blank yet I have a number of Cash Accounts defined My Payment method is linked to the Cash Account as shown below If I manually try to enter in the Cash Account I get the error message shown below: “'Cash Account' cannot be found in the system. Please verify whether you have proper access rights to this object.”How do I resolve this issue ?The installation is on Acumatica Cloud ERP 2022 R2 Build 22.209.0029 with MySQL 

We have a client who is looking for Planogram software that is or can be integrated to Acumatica.

Can someone suggest a way to use Acumatica “Opportunities” for our situation.  We know how much a customer or prospect spends on supplies in a year.  We want to create an “opportunity” for the yearly amount the customer or prospect will spend with all suppliers.  For expample, a customer will spend $50,000 per year with all suppliers.  We want to create a $50,000 “opportunity” and then as we write invoices throughout the year, we could see “how much” of the $50,000 “opportunity” we are getting.  For example, if by June we wrote 5 invoices for $5,000 each, we would see we captured $25,000 of the $50,000 opportunity.  Is this possible to do with Acumatica “opportunities”?  

Is it possible to use the UPS Mapping tool to import addresses into WorldShip and export the the shipping information (tracking and freight) back into the shipment within Acumatica?

Hello:Please someone that Support me.I try to import this SO, but the SO is imported but only with Two lines, the salesperson is importedHere you have the SalesPerson colum, but in the second screen only I have 2 lines with salesperson.The screenhoot 3, the salesperson is linked.I attached the scenario fileThank you.             

Hi,Have you anyone created a GI to get the item-wise inventory report to tally with the ledger account for a specific date? I’m trying to build a GI but it does not tally with the ledger account balance.  Can anyone help with an approach or a GI developed?Thank you,Dulanjana 

Hi,Version: - 22.207.0013i would like to add new custom value in reasons combo box of opportunity close won. I unable to add, can anyone give me suggestions for this modification.   I tried in this version 22.207.0013I tried as field in the left-hand side, select the field reason click on Combo Box Values,add new values but unable to do it.I need to add custom value in reasons combo box of opportunity won/close.I tried so many times solutions, but it is not working.can anyone help me for this modification? I would like to be able to add additional reasons for marking an opportunity as lost. Has anyone found a way to do this?Thanks in advance.

We have several kits and each kit has several finished products and is sold as a combo.I want to add these individual SKU’s in the kit to the total number of sales of that particular SKU. For Example, A kit with SKU Number 20000 contains 3 finished products 001, 002, 003. If 50k of this kit was sold and 50k of 001 SKU was sold as individual SKU, the total sales of 001 would be 100k. The current system generates reports and GI’s that separate the sales of 20000 and 001 as 50k each.It there a way to add these for multiple kits? 

Storage Summary search filter is not working after upgrading to 2022 R2  

Hi All,Can someone explain how the Estimated Unit Cost field works? I looked up the help section and I don’t quite understand. Any help is appreciated.

My customer is using the Easypost integration successfully with UPS and USPS.  When using Fedex Ground, and shipping to a business, all is well.  When using Fedex Home Delivery, the address must be specified as ‘Residential Address’ in Acumatica.  Fedex is saying the passing of this flag should be “TRUE” or “FALSE”, and Acumatica is passing a “1” or “0” instead.  This is causing the shipment to not confirm and error out with “Carrier Service returned error.  FedEx: Rate is not available.” Has anyone experienced this?

Hi All, We are currently working with Related items for a few Customers and we run into some unexpected behavior (which could be intentional by Acumatica). Basically, when we add Items via Related items and save the Order, the Related Items feature is still indicating that Related items are available rather than disappearing or changing its state. I added Poweraid as a required related Cross-Sell Item for AALego500.Is this intended that the Related Items flag stays red for required? The confusion our Users run into is that multiple people can look at or touch the Order.When the order gets more complex, there is a loss in visibility if the Item has been added already or not. Any insight on this?We would just need to know at this point on how this is intended to work.

I use row level security for my inventory items to restrict sales people to work with items others than their workgroup.I would like to give them access to all inventory items in the purchasing module and only be restricted to the items out of their workgroup on the sales module.would anyone have a solution how this can be accomplished?  

I have a sales team divided in workgroups, each group is responsible selling a different group of items, each group will process the sales orders for their products, and some groups might interact with same customers.I’m looking for a solution how I can restrict a workgroup to access sales orders from another workgroup, I’m using the row level security on the inventory items so they can only work with their own products, however they can still access existing documents in the system from another workgroup.Would anyone have a solution? So far the row level security can only restrict on vendors, customers, items, and GL but not on documents. 

Is there a setting in purchasing that will not allow a cost to be received at x% higher than last cost?  Say last cost is $100 and we want to allow only 10% difference, so any unit cost over 110.00 is error.

RefrenceNbr Empty in Inventory Allocation DetailsI have a case like the picture, in Inventory Allocation Details there is a SO prepared that doesn't have a RefrenceNbr.The question is, how does the generic inquiry look for an invID that is like that case?

Suddenly we cannot add a warehouse to a stock item.No errors, just no ability to save as is it grayed out.I thought is was possibly related to a customization.  However, I have tested against multiple unrelated instances with the same results.Has there been a windows update or something causing problems?

We communicate back & forth with potential customers at Leads, but when we convert to an Opportunity those activities don’t flow to the Opportunity. Having this activity visibility on the Opportunity is critical. Is there a way to have this flow on conversion to Opportunity?

I am trying to create an approval map where after a shipment is confirmed an approval is triggered prior to the invoice being prepared.  Would like shipping manager to be able to double check shipment is correct before the invoice is prepared.Any idea how to set that up?

i am trying to get the system to auto populate the Safety Stock, ROP and max qty.  In the stock items I have set up the replenishment I have done this for some other items and it work fine and the when I looked at item warehouse details it was auto populated but it’s not working for all codes and I cannot find out why.  Any ideas?  I am only trying to populate this for purchased codes