Inventory, Orders Management, Warehouse Operations
- 1,439 Topics
- 5,577 Replies
I have PO with a non-stock/expense item costs $850, linked to project. Process PO Receipt without changing unit cost, then create Bill at $1,000. The project however is only costed at $850 even though the Bill journal shows additional expense of $150 as a result of purchase price variance. The PPV allocation mode is Inventory Account. Is there anyway to post the additional expense to Project?
We have a new implementation of Acumatica and are finding our way around. We have noticed that it is possible to receipt a higher qty of items than was on the original PO, it seems like at least double or more. How can we prevent or limit this? On the vendor the max% is set to 100. Surely it should not allow more than 100%?
When ordering major components on a project, I will “mark for PO” on the sales order. After the product is received and sales order invoiced the PO link tab is cleared so you can’t go back into an old sales order to establish what PO the product was ordered in on. When dealing with warranty claims, all of my suppliers require me to supply the PO number that the product was ordered on for traceablility. Why is this field wiped out when going back to check a historical Sales order?
Hi:Is there a list of data import templates, that import all data (all detail tab data) for entities (vendors, vendor items, customers, ...)?This must exist since so many people import data. I was surprised that the data provider doesn’t have a template for importing stock items. Hopefully the Acumatica Support group can provide this. Please provide them in this community portal. ThanksToon SixASix@inteltech.com
Does anyone know how to get the Mobile App to allow the picking of inventory from a different location than what is defaulted on the shipment? It seems you should be able to pick inventory from any location in which the item has quantity on hand, but it does not appear to allow for the scanning of any bin location other than what is specified on the shipment.
Customer has device hub and printers configuredCustomer has a custom PO receiving report to print to a specific paper printer.Is there a setting so that the report will always print to specific device hub printer ?Currently the report prints to the screen and then the browser / windows is used to select the printerI found help for the User Profile / Printer Setting Tab (pageid=8430c8b2-a79c-4f7b-9768-b0b7fad23a59) that says: In this table, you can list reports that you regularly print and specify the default printer to be used when you print each of these reports. When you print a report from the list, the system uses the assigned printer.I was not able to set a ‘default printer’ as described in this help. What am I missing?
Hello,I have added text to various places on stock items and none of them seem to print on POs.I’ve checked preferences for settings and did not find anything.Do I have to modify the PO report to include things like notes or description from the description tab?I want to make sure I am just not missing something before I start modifying the PO form.Thanks!
I have created an import scenario for orders, but the international orders will not import. How / what code do I need to use to allow the international zips to load (alpha numeric) and then to have Hong Kong default to 00000 (they don’t have a zip code) .This is what we are using now: =IIf(( Len([bill-postal-code])=4), ('0'+[bill-postal-code]),(Substring([bill-postal-code],0,5)))
Hello,Order types have a checkbox setting for“Ship Separately” and “Bill Separately”However, I do not see where we can designate this for a customer.We have some customers who want this and some who do not and we need to control it at the customer level.Any thoughts or guidance are appreciated!
Inventory Transfer of an item from One Warehouse to a specific Warehouse converts it to a new item (different SKU)
Hi everybody,We are looking for a solution on how to convert a stock item to another new item when inventory was moved to a certain Warehouse.Example: Warehouse 1 is the main warehouse where we sell Product having SKU AAA for it’s original price. Now, there is a Warehouse 2 where we move items that are still usable but has quite damage and sold for lesser price. We need that Product AAA converted to a separate product, like SKU AAA-2, since we don’t want to track the inventory of items already moved to Warehouse 2 on the original item AAA. Will that be possible? That transferring an item from one warehouse to another will also move the quantity from original item SKU to new (or another) SKU?
Hi all,So I noticed that when creating a PO with multiple line items with the same inventory ID, when the PO is printed the system sums all of the lines together and only prints out one line item with the aggregated total qty. Our hope was to create a PO with multiple lines that correspond to requested on dates which you can change on the line level. We are trying to avoid having to cut a PO for each day and just have one PO with the different requested on dates at the line level. Wanted your thoughts on if this is possible. Thanks,
How to fix Can't make a Sales Order because it has no Quantity Balance but the inventory have items?
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
We sell a large and varied catalog of items, a segment of which is rope sold by the foot - one issue we deal with is getting shipments to be generated without splitting the location. When a customer orders 100ft of rope they generally want a single 100ft section and we don’t want pickers to pull from multiple locations to fulfill the line item. If we have stock in multiple locations, it would ideally drive the pick list to a single location based on the pick priority that has sufficient quantity for the entire line item. No split allowed I’ve wrapped my head around this multiple times trying to sort out the most clever way to force Acumatica not to split location IDs on these items or locations but failed to come up with anything that solves the issue. Anyone got a clever solution they’re already using? Ideally, there would be a setting at the item level (class or inventory item) or even at the location ID that would say allow/disallow split locations.
Using the Fedex plugin on v2022 R1. We get this error when clicking Confirm Shipment. The Shop for Rates button works fine. This is connecting to the Production Fedex account.When using the Test Fedex account, we don't get the error. It seems there's a setting on the Production account that we're missing?
An error occurred during processing of the field Lot/Serial Nbr. value Error: Lot/Serial Nbr. cannot be found in the system.
During picking a handful of times, we are getting this error. I’ve checked each time and the lots are correct, the correct qty is allocated/picked, but the system will not let us move to a sorting location. Is there anything I can do that doesn’t involve adjustments?
Hello.I am trying to add the Cash Accounts Profile to a new role.I copied the AP Admin role to a new role.In the Access by Role, I granted the Banking menuI login as a user with this roleI click on Cash Account option and I see the cash accounts in screen CA2020PL. So far so goodHowever, when I click on the cash account I get the message:Cannot open record for editing. The form CA202000 does not contain itI can’t figure out what I am missing.We do not have branches, one single company Your help is appreciated
I try to update stock items screen, the LAST COST, by scenario. But the system shows me Failed to convert parameter value from a String to a Decimal.I have changed the format to numeric…. and many formats.Someone knows how to solve it.thank you
Is there a way to update the salesperson assigned to a group of customers in bulk based on state and/or zip code? We pay commissions based on the salesperson assigned to a customer account and need to change a group of accounts to a new salesperson.I set up a generic inquiry based on AR.CustSalesPeople pulling in the needed data from the location, customer and address tables. The inquiry returns the expected data and can be filtered for the needed records, however I’m not able to setup the “Enable Mass Record Update” operation successfully.What “Entry Screen” should I be using or does this need to be done using an import scenario? (I tried AR.20.50.00, AR.20.50.PL and AR.30.30.00.)Any suggestions or guidance would be appreciated. Thanks!
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