Distribution

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

Is it possible to partially ship an item on a sales order line that is marked for PO?Scenario: Sales order line is marked for PO. Vendor sends part of the total amount ordered for that line, but not all of it. The customer will accept a partial shipment so my customer wants to be able to ship what was sent by the vendor.  

Looking for some information on Lot Tracking for Meat.   Have a client that produces meat, but would like to keep track of inventory based off the meat cut, weight and the tag(cattle) from which the meat came from.  Looking to put this information into Acumatica.  Any ideas or suggestions?

We have a purchase order work flow issue.  When a sales representative puts an item not in stock on a sales order, (and the items does not have a replenishment set), the item is set to back order.  Our buyers do not know to order that item when the buyers are placing purchase orders.  And the backordered item does not get ordered.  Can Acumatica automatically put these backordered items an a Purchase Order?  If not, how can Acumatica show us we need to put these backordered items on a Purchase Order? 

We have two item classes, REG and FTCCDevice.  REG belongs to Branch 1 with a specific set of GL Accounts and Subaccounts (via Posting Class) and FTCCDevice belongs to Branch 4 with a different set of GL Accounts and Subaccounts (via Posting Class).  The branch assignment is defined on the Warehouse.  Is there way to make this work without having to set up a warehouse for each item class?

I apologize if this is a duplicate- I tried finding if this topic already existed- if so, please redirect me. However, is it possible to fulfill a sales order by doing an over the counter and a drop ship under the same order? When I do sales order- it assigns shipping labels to all of the items, however, if I do over the counter, I don’t get shipping functionality. Much like the ability to split shipments by date, I need to be able to split it by “Ship Via”.This might even be canned functionality that I don’t know about. I’m a little newer to the order processing side of the system. Any ideas would be great!

hi,In opportunity we have one custom field in Detail level That field should be always editable in any stage of opportunityi have written in row selected event to get enable that field but its not working can u pls help me with the Suggestions how to implement this21R221.217.0035 

My custom order entry program has a Customer ID field.  The Edit Icon shows the list of customers and allows selection of a customer.  If the customer does not exist and the customer ID field is empty the Edit Icon will not popup the New Record screen.Screen Properties are set to true for AllowAddNew and AllowEdit.  AllowAddNew is not working. Is there something that has to be set on the Customer side to allow add new from my Custom program?

We have a Shipment that we had a picklist generated for. The Picker did NOT pick the item in question. The Shipment however shows it as being shipped out. Why? And how do I prevent this going forward?  Any help would be greatly appreciated! Thanks!

How Could we handle this situation ?   We have some Kits with customization like (Fabrication Stage), but there are someones that are Cancelled.We can not Close the IN Module (01-2023} because for the system are not :released and it’s correct, but it won’t be.So we have to update the Post Period fotr Feb-2023 to let us close 01-2023.But we need a solution to fix this beacuse it will increase an we can not update month by month. Any help will be great, thanks. 

How do we get a signature on a PO, based on who the buyer is at Britton when sending PO to vendor?

Why does the Mass Action “Create Shipment” give the error message: The selected action is disabled for this record? If I drill down into the sales order, I can create the shipment from the Sales Order screen, but not from the generic inquiry with the mass action enabled.  

Hi,Actually the Issue’screen is pull the Unit Cost from “Item Warehouse Detail” ( Last Cost)But we will like to pull by Lot/Serial not by Warehouse.Pls, your help    

99.99% sure this is not do-able in standard Acumatica, but wanted to run it past the community.Stock items in inventory have a serial number.Would prefer to be able to create shipments via the Process Orders screen with the “create shipment” action.I’m not missing anything am I?  You simply cannot do this as you need to manually ship and select the appropriate serial number from inventory to ship.Thanks!

Hi,  Is there a process that will update the picking location on a shipment after doing physical inventory?Example, we sell item EGI123 and it’s located in location “A”.A shipment is created and the picking location is “A”.After doing a physical inventory count we find that it’s actually in location “B” and we update accordingly using the physical inventory process. We now need the picking location on the picking sheet to be updated to “B” so the pickers can find it.

We have a client that allows employees to requisition items from the company stores (inventory).  The transaction is not a purchase requisition as the company already has the inventory on-hand.  The Stores Manager receives the requisitions and processes them through a reserve/pick/pack/ship process that delivers the requested goods to the requesting employee and then closes the requisition.  Does anyone know of such a process that exists in their IP inventory or anything like it on the Market Place?  I’ve looked and all I can find are items relating to Purchase Requisitions and this requirement is not that. 

Hello, What Do I need setup to show next screen:Best regards and thank you