Inventory, Orders Management, Warehouse Operations
- 1,436 Topics
- 5,567 Replies
I am trying to print pick list without seeing the preview screen. The warehouse will be printing multiple pick tickets at a time and do not need or want to see the preview.I have the pick ticket printer setup with Device Hub. I have set it as the default printer. When I use Process Shipments to print the pick list the print goes directly to the printer but it also shows the print preview screen. Is there a setting or a parm I have to pass to bypass the preview screen? Print Preview: Running V2022R1
Hi all, after going live with Acumatica this week I realize we have our shipping rule configured wrong. Originally we had the shipping rule set on the customer class set to Back Order Allowed, which allows the sales order lines to ship multiple times based on available inventory. I realize now at the line level the shipping rule should be Ship Complete, so we only ship the line a single time when the full quantity is available. However I also noticed there is a shipping rule setting in the branches screen that is set to Cancel Remainder. I do not see those setting being applied anywhere, but was wondering if someone could clarify how the Shipping Rule field on two different screens can say two different things?Additionally I would like to know how to set sales order lines to ship complete, but have the back order status be applied to the order header if the full quantity is not available to ship. Also at the same time letting available lines to move to fulfillment if inventory is avail
I’m trying to prepare an invoice from a shipment, but I’m getting the following error.Here is a screenshot from the trace at PX.Data.PXFirstChanceExceptionLogger.ProfilerFirstChanceException(Object o, FirstChanceExceptionEventArgs args) at System.Xml.Linq.XElement.set_Value(String value) at AmazonAcumatica.BZSOInvoiceEntryExt.InvoiceOrder(InvoiceOrderArgs args, InvoiceOrderDelegate baseMethod) at PX.Commerce.Objects.BCSOInvoiceEntryExt.InvoiceOrder(InvoiceOrderArgs args, InvoiceOrderDelegate handler) at PX.Objects.SO.SOOrderEntry.InvoiceOrder(Dictionary`2 parameters, IEnumerable`1 list, InvoiceList created, Boolean isMassProcess, ActionFlow quickProcessFlow, Boolean groupByCustomerOrderNumber) at PX.Objects.SO.SOOrderEntry.InvoiceOrders(List`1 list, Dictionary`2 arguments, Boolean massProcess, ActionFlow quickProcessFlow) at PX.Objects.SO.GraphExtensions.SOOrderEntryExt.Blanket.InvoiceOrders(List`1 list, Dictionary`2 arguments, Boolean massProcess, ActionFlow quickProcess
I am getting this error despite having the item in stock and availabe=le.The upgrades is a non-stock item, the Install is a service item. The FGSO item is a stock item which shows as available, but we can’t include it on a shipment. The shipping rule is Ship Complete.The FGSO item is the one blocking it but not sure why as the item is available and we are trying to create the shipment for today.
Using 2022R2. Starting 9/5/23, the USPS via Stamps.com api doesn’t seem to be working correctly. Acumatica is either sending the incorrect weight or Stamps.com is changing the weight. The weight looks correct in Acumatica but wrong at Stamps.com (i.e. 3lbs vs 48lbs). As a result, the incorrect (very) cost is being charged by Stamps.com and sent back to Acumatica. The customer uses the Parcel Select Ground (now Ground Advantage). Ideas?
How are companies handling the scenario in which there are recurring Purchase Orders such as vendor agreements? Example - service agreement with the vendor to perform $1,000 of maintenance service each month. My thought is that this is handled through Blanket POs, but looking for input from others! Here’s what I did. created blanket PO with 1 line item but qty. of 3 (representing 3 months) also set expiration (3 months in this case) create new PO - normal type added PO line item from blanket PO - adjusted qty. to 1 remove hold/approve (Normal “child” PO = Open) Blanket PO = Open (because there is still open qty. of 2) Qty. on receipts = 1 Are there any other ideas or methods? What are others doing?
Does anybody have any input on a workflow for creating purchase orders with “estimated” costs? Example - vendor estimates cost for services will be $1,500, PO written for $1,500. Cost may come in higher or lower. *this is assuming no Subcontracts/Projects. Here are some of my thoughts… "PO with estimated costs" - option 1create normal PO at $1,500 (no accounting transaction) create PO receipt for $2,000 (also created AP bill) PO closed Accounting on receipt: debit COGS $2,000 credit Inv. Purchase Accrual $2,000 Accounting on AP Bill: debit Inv. Purchase Accrual $2,000 credit Accts. Payable $2,000 In option 1 - PO can still go through approval, receipt approval = n/a, AP Bill approval if needed (won't be able to create approval where AP cost > PO cost)"PO with estimated costs" - option 2create normal PO at $1,500 (no accounting transaction) PO approval if needed Place back on Hold - adjust cost *will have to run through approval again
Hi All, I have a question regarding the inventory report: I checked on my Inventory Transaction Detail for Beginning and Ending Qty. Please refer to the first page on period August 2022 screenshot document below:The beginning balance is correct because I just created the stock item so the beginning balance is zero and the ending balance is also correct because I purchased 400 item in August 2022.However, when I changed the next period, instead of reflecting the ending quantity from last period, the beginning quantity begins with zero again. Thus, the ending quantity is minus. Please refer to the second first page on Period September 2022 screenshot document below:The beginning balance starts with zero again, resulting the ending qty balance become minus. When I checked the report, it reflected right quantity balance. Please advise how to fix the information regarding beginning and ending balances in Inventory Transaction Detail. Regards,Nadia
Hi All, Wondering if anyone has found a way to implement a Business Event to cancel a SA order type that hasn’t been changed from “open” status after X amount of time. We’re finding that sales reps are infrequently starting new orders and leaving them open for weeks at a time. This is throwing off inventory as it’s tied to a stale SA that should be cancelled. Thanks in advance.
Prepare Invoice in "SO302000" using " Use Shipment Date for Invoice Date". How to get only one invocie for one shipment
We hope to get only one invoice from one Shipment. The Shipment might contain one or many SO Lines from different SO, and those SO might have different Finance Period (different date).We hope to get only one invoice for every Shipment by using Prepare Invoice in screeb ‘SO302000’ Shipment , but some works, some not ( automatically generate multiple).Any one have the same issure or experience for that? Needs help! Any hints or advices are appreciate.Thank you!!!
I created a few attributes to enter numeric values, the control type is “Text”, when I add these fields to a GI I would like the header filters to have the numeric filtering options such as greater than or less than, ETC. however I only have now the text options such as begins with.is there anyway Acumatica should treat these fields as numeric values instead of text?
Hello,I am trying to set up multiple system emails to be used by purchasing, accounting, admin etc.After setting up the emails given by customer, after signing in, I tried to TEST it. Then it gave me below error.The email cannot be sent because the account you signed in with does not have permission for using the email address specified in the system email account on the System Email Accounts (SM204002) form. I read some information related to the error in below post. But I would be pleased if anyone could further explain me about conditions. I think email is correctly configured and all permissions are properly set up.What are the conditions to fulfil for the email account to be used? Further explain - No delegation, send as, send on behalf, or shared mailboxes can be used for this sign in process. Thank you!
We had UPS Shipping Carrier integration working in Acumatica 2021R2. We upgraded to Acumatica 2022R1 and although the license is there, we are not able to select the UPS Carrier Plug-in. Feature is also still enabled. See screenshots below. Is there a customization that needs to be published to get the plug-ins? If so, where do I find those. I appreciate any help.
Hi AllMay i know when we do receiving the inventory in system, can we change the date same as supplier invoice date?Example: Supplier invoice date 30 July 2023 , When we received the goods , the date is 3 Aug 2023. When the time we enter and do the receiving for the goods is 3 Aug 2023 in system. Can we change the date same as the supplier invoice date 30 July 2023 when do receiving so that i can align with the payment term and due date in payable module.Thank you
We are in the metals industry, and one of the somewhat unique aspects of our business from an ERP perspective is that sometimes we will cut pieces of material that we sell into smaller pieces, per our customer’s request. So as a simple example, let’s say you have a 20ft x 20 ft piece of aluminum plate, and the customer asks for a piece that is 16ft x 18ft. We will cut that plate to size, and then have a remainder (what we call a remnant or a piece) that is left over. Sometimes we will directly scrap this remainder (not keep it around), and other times we will keep it on hand and sell it to another customer, or use it to cut another piece for a customer who may require a size smaller than that previously cut piece. We need to maintain heat/lot tracking of these pieces from the parent item.Does anyone have any clever ideas about the best way to program this in Acumatica? You could obviously create a new item every time you create one of these pieces, that is the exact dimensions of the p
Please help us configure discounts to achieve these five goals: Customer Price Classes with 10%, 15% and 18% discounts on some, but not all, Item Classes. Volume Price Discounts of 10% for aggregate purchases of $2,000 from specified Item Classes and discounts of 15% for aggregate purchases of $3,500 from specified Item Classes. Products from any of the specified Item Classes count to achieving the volume purchase levels. n The customer would get the higher of the Customer Price Discount or the Volume Discount, but not both. In other words, the customer gets the higher / better of the discounts and cannot “stack” the discounts. No matter what discount applies, the discount amount is booked on the GL so we can track discounts. The amount of the discount shows on the invoice so the customer can see it. Your ideas and help are greatly appreciated.
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