Distribution

is there a way to insert vendor catalog items into Acumatica without creating a stock item record but instead of catalog item that then converts into a stock item when sold or purchased? Thanks,Nirav Shah

Hi All,After we issue an Invoice, there are some cases we have to cancel the Invoice & SO, or adjust the price, we create RM & RC from SO Screen for current. But there are no identification signs on the Original SO that show the Original SO is canceled.It seems we can not know which SO is canceled and which one is processed successfully.Do you have any idea about this?Thank you so much,Yên Chi

Does Acumatica have a build-in tool to reconcile a Vendor Statement of Account? 

Hi Acumatica Community,At the time of customer creation , Customer ID is a mandatory field. Is there any settings to make this field system generated? I have got this requirement from user, they dont want to manually enter customer id, rather it should be a system generated chronological ID.  

Hello Everyone,I’m wanting to allocate items to a production order but 99% of our inventory is lot controlled. It looks like this feature isn’t currently available for lot-tracked items, do we have any idea when this feature will become available or if there is a way to allocate lot tracked items to production orders?  

Hi All,I got 1 item that has no customer price class, no customer price, and only 1 base price - 1 carton = 3 usd.item convert - 1 carton = 3 canswhen I create SO and pick 1 can - it will automatically key unit price = 1usd even though I haven't imported that price.So it means when I update the sale price for 1 unit, and that item has more than 1 convert, the system will auto calculate the sale price I import to other converts.Thanks for your advise,Yên Chi

Hello, On Hand, Available, Available for Shipping, and Allocated quantities are visible at the bottom of an inventory transaction screen.  The Allocated quantities seem to always show 0.00, even if items are listed on the “Inventory Allocated Details” inquiry.  Does anyone know what field the Allocated quantities is pulling at the bottom of the screen? We need to add it to another screen and also understand why it is 0.00.  Thanks so much!  

HiIs it possible to one-step transfer a stock transfer to multiple warehouses at once? 

Hello, i am trying to work on non stock kit flows:image 1 shows the non stock kit simple two components.image 2 and 3 show the sales order and shippmentimage 4 is action print picklist, but why the pick list does not who the two components as specified in the kit spec as in image 1?  RATHER, it only shows to pick the non stock kit.. please help anyonethank you IMAGE 1 image 2 and 3 IMAGE 4  

 Hi,I need your suggest , how dissable button pay for specific role / user without customize/ coding .  

Hello,I have made some researches but cannot find anything with similar functionality to Blanket Purchase Order for Outbound - Sales Order & Customers. I know there is also Customer Contract but it seems to be only for non-stock items.What I need exactly it is a kind of frame agreement with Customer with fixed quantity to be purchased in fixed period of time. Then in relation to that frame, call offs order will be pre-set and periodically adjusted and proceeded. Then later all have to be link to MRP.I would be grateful if somebody had some suggestions or share with experience how to proceed this process or similar one in Acumatica.Thank you in advance.  

Hello,      Acumatica has its B2B online portal, which customers can place orders directly. However, for a same single portal, it looks like all orders will be assigned to the same branch, which is portal default branch.            We are having multiple branches and serving different customers.Is there a way that the orders to assigned to its specific supporting branch?   

I have set up an approval in request with 3 steps: Approval Level 1 (<1K), Approval Level 2(1K-2K), Approval Level 3(>2K).  How can I also set up the notification such that after level 1 approve for <1K (request status becomes open), level 2 and 3 does not need to approve, but system will send notification to notify the level 2 and level 3. And also, after level 1 and level 2 approve(1K-2K), level 3 does not need to approve, but it will send notification to notify level 3 that request has been open.

I am perusing the available out of the box sales order reports like the sales order summary.They all seem wrong and do not adjust for discounts on the orders.All of the totals are wrong on every report.Am I missing something?

Hi All, In a dropshipping instance, A sales order had been received for a 1000 quantities and based on that PO order and GRN were prepared. Is there a way to increase the sales order quantity in  such a scenario? The scenario can be summarized as follows,Sales Order original qty 1000 (drop ship) PO created PO Received – Qty Received 900 Customer increase the order qty to 1200What is the best way to handle this, without creating a new SO Line or another Sales Order?Thanks

Hi All, I have another question about Inventory Summary and Inventory Valuation Report. I just realized that the amount in those two reports are not the same. Please refer to the screenshot documents below:In Inventory Valuation Report, the total cost is $80,109.09 which is the correct. However, when I opened Inventory Summary to see the Estimated Cost per unit. Instead of the total cost is $80,109.09, the total cost in Inventory Summary is $80,108. Please refer to the screenshot document below: Please kindly advise why is the amount of total cost is different between two reports.  Thank you Regards,Nadia

Hey everyone,  need a little sanity check here.  Everything I’ve read, watched, etc. makes me sure that the Automated Replenishment process consist of starting with the Prepare Replenishment screen (IN508000), where we check items that have ‘Purchase’ as their replenishment source and a default vendor and ‘process’ them.  Then they should show up on the Create Purchase Orders screen (PO505000) where we can create the POs. Yet, on our Live site (2020 R1 Build 20.118.0007), only occasionally does one of the items show on the Create Purchase Orders screen and on two test sites (2020 R1 Build 20.109.0032) and (2021 R1 Build 21.108.0032) they don’t show up at all.  On the Prepare Replenishment screen, they get values in the Qty. Planned column.  If they are not on the Create Purchase Orders screen, where are all of those Qty. Planned items or documents?  Is there some setting that we’re missing, because we’ve gone over the end user and partner docs checklist multiple times, or do we have a

We want to start using “prepayments” of Vendor Purchase Orders.  However, our Vendors often over-ship or under-ship  the amount ordered on the Purchase Order.   If we use the Prepayment feature, and pre-pay the Purchase Order, how do we adjust and account for the over-payment or under-payment when the shipment arrives with more or less product than was on the pre-paid Purchase Order? 

We are starting to think about how we will utilize locations within warehouses to keep tighter tracking and control over where our items are physically located. In that context, we are trying to figure out what the actual workflow would be when it relates to performing physical inventory counts and review. I have read the documentation, but I'm wondering how to best think through the below scenario.Let's say to start, that we have 10 serial items across 5 locations (so let's assume 2 in each location). And assume that all these locations are in the same warehouse.2 weeks go by, and there is movement between these locations by way of the inventory transfer document process. But for this example, let's say that users didn’t perform the inventory transfer as they physically moved the items between locations 100% of the time.So at this point, where acumatica thinks the serial items are doesn't reflect the reality of where they are.So now we do Physical inventory for this warehouse (all 5 l

Hi All, I would like to ask regarding the stock warning. Is it possible to create a warning if the stock less than determined safety stock when creating Sales Order? Thank you.

Hello:I created a scenary to import PO, but many lines shws me the next mesage: Field: Costo Unitario, Value: 761.6, Warning: Unit cost has been set to zero because no effective unit cost was found. The main issue is about unit cost, I donot understand why, because has quantity and unit costI hope someone can support me.best regards  

Hi All, I would like to know how to delete Total Cost in Purchase Receipt form from for Warehouse Users only because they just need to confirm total Qty when the items are received and the price should not be shown in the Purchase Receipt form.  Regards,Nadia

Hi,I tried to customize the Account Summary screen (GL401000) by adding an extra financial period field to the header without success. I want to add a period to and from field so I can run the Account Summary by a date range versus one period. What is the correct way to add this customized field or it cannot be done without a change to the code? Let me know. I tried to publish multiple customizations but it failed each time. Here is the screen shot. I want to add another Period Field. Let me know.  

How would I go about fixing this?  

Can Images in Acumatica/Big Commerce sync both ways? Currently if we delete an image in Acumatica, it does not delete the image from Big Commerce. Is this a setting that we can change?