Distribution

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 

hello everyone! can someone show me how to update unit cost manually for an inventory item? thanks in advance,mrivera67

Hi I want to add Custom entity as “Customer Contacts” in Acumatica Big commerce stores screenplease refer below screenshot  

If we create a sales order with a cost of 11.00 and subsequently we create a landed cost adjustment that adjusts the cost to 11.50 is any sales order with that updated with the new cost?  What if we’ve created a shipment for the item. Will the system adjust the cost if a landed cost adjustment is made after the shipment. I would imagine that once it’s invoiced the cost adjustment will not affect it. So, my question is at what point will a landed cost adjustment affect the cost of the item as related to a sale of that item.Thanks

Having a bit of confusion trying to understand the credit flow and how to map some of our current processes to it.  The Acumatica Documentation seems to be oriented to credits only occurring Post Invoice and my confusion is how to handle situations where the invoice is not yet in place.  For exampleCustomer places order on our website.  Full capture occurs at the time of order. Order is injected into Acumatica with payment / transaction details attached. Shipment is created from the order and sent to the warehouse. Customer calls in “Oh, I forgot to apply my promo code.  Give me 10% off”Assuming the transaction has already settled, how do I give them their discount and how does this get reflected on the order so that, if they return an item on the order, they get the correct refund? Tangentially, if I’m at the Sales Invoice, there doesn’t appear to be anyway to create a Return / RMA from that screen.  Is there a better workflow than creating a new SO of the appropriate type, choosing t

Hi, Has anyone configured the Multi level Discounts in Acumatica using Discount Codes?I was able to achieve the followingItem Level Discounts Sub Total 1 - By defining a Discount Code - Type = Group  Sub Total 2 - By defining a Discount Code - Type = Document Sub Total 3 - Not able to By defining a Discount Code - Type = Document / Group as it is taking the same Sub total of level 1 or 2.How can we achieve this?Any Idea will help Thanks,

Currently, when we print, email or export our Sales Invoices, they only show the original Total. How can we have our Sales Invoices show the Outstanding Balance? 

Transfer order also completed and i updated it after conforming shipment 

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

Acumatica Cloud ERP 2021 R2how to in screen process shipment to give a flag if the shipment has been updated in (true / false), when action to prepare invoices di screen process shipment?so we can filter data for action prepare invoices only “false” or not yet upadate in 

Hey all, looking for any sort of advice on this issue! On the Inventory Transaction History Screen (IN405000) after entering the Inventory ID my results have one line that is out of order by date.  Sort Ascending works to get the lines in the correct order but I am curios if there is a way to have it Sort Ascending by default. Another thing worth noting is that whenever the Include Unreleased checkbox in the summary area is select it also fixes the sorting issue, thanks!  

Hi,I have some items which the supplier part number is more than 30 characters.Our current setting is to put it under attribute, the issue with this it is not searchable when issuing Purchase Order.So I want to move it to cross reference, then it comes this question, the limitation of cross reference length can be extended ? 

Hello Guys :)  When we create a new business account, the Shipping Rule (Delivery Settings) defaults to Cancel Remainder. Is there a way to set the default shipping rule to Back Order Allowed for Business Accounts like we do for customer (through family class) ?  Thnx :) 

 When we try to update the Base Unit from CS to EA, the setting just returns to CS without an error. What may be causing the issue? Are there other item settings that stop the user from changing the Base Unit?There is no current stock for the item and no open transactions in the system.  

Hello, apologies for the long question.I am working to setup Acumatica and noticed the handling of inventory for Sales Order shipments is different than every system I have worked on in the past. With our current configuration, when you create shipment for a Sales order you stop just short of Updating IN. This is because one you Update IN it creates the inventory COGS transaction on the PL. We do not invoice and recognize the revenue, until the product is delivered to our customers. So if you do Update IN this creates a disconnect between revenue and expense (not an option). However, if you do not Update IN the inventory remains “On Hand” at the warehouse and all reporting shows those quantities on hand. What I would prefer to see is that inventory moved to In Transit until the SO is invoices at which time the inventory is expenses and the Receivable is created. Due to the inventory remaining ON Hand I am having a difficult time reconciling physical counts at our sites and creates a hu

My company adds $3.75 handling fee to outbound UPS shipments. This amount is added to the freight cost we incur from the carrier (UPS), the sum of the two quantities (freight cost + our handling fee) are combined and billed to the customer on their invoice. I see handling charges can be added using SHIPPING TERMS, which can be assigned within CUSTOMER CLASSES. However, if I have a sale that is delivered via my company’s truck or if the customer picks up at my facility there should not be a shipping and handling charge. I’d like to avoid relying on users to manually change the SHIPPING TERMS on a sales order each time there is a customer pickup or deliver via our truck. Is there a way to attach the shipping and handling charge to SHIP VIA or CARRIER so this is automated? There must be something I’m missing in order to accomplish this. We are not the only company to use freight padding.Thank you,Matt

Hello,       I met a case, user miss put 66.2 cases line item on invoice, which should be 66.2 lb. The “real” shipment is 66.2 lb. And AR total is correct. So it is just system document typo error. Then I manually created a credit memo, which is to get 66.2 cases back(virtually) and issue 66.2 lb.       Then I found out the IN issues based on this credit memo is automatically released. However, the cost of the returned 66.2 cases is 0.      Which I’d like to be the same cost as the sold items. Such as $6 per cases.        It might be my mistake, that I just added the credit memo lines manually. I am not sure, if I used the “add return line” function, whether the cost would be input as I expected. But sometimes it is the quickest way to do it, and users are preferring using this way (add lines directly), because it is quick.         If I would like the customer return at original cost, what is the best way to do it?

The quantity open on PO per the inventory summary is overstated. One PO (PO001122) line is duplicated in the summary and the MRP detail inquiry, but is correct on the PO line inquiry and the actual PO. The promised date was changed for a couple items on this PO (supply chain issues) but only one line is being duplicated.We have run “Recalculate Inventory” and the error did not resolve. Also tried editing both the PO and the line but the duplicate is not clearing. Below are screen prints showing the discrepancy:We’re at a loss to figure out why this discrepancy occurred and how to resolve it. Any thoughts or suggestions would be appreciated. Thanks!

In Purchase Order Create Time Approve and reject action perform through Rest ApiI can’t Find action To perform approve purchase Order 

Every Purchase Order requires a Vendor. Every Item has a Vendor attached to it. How do I tell a PO to only allow line items who are set for the vendor on the PO? Example: I am buying from Bob on a PO, but Acumatica lets me try to buy an item that is only sold by Frank. If a PO is for Bob, why can’t the item selector only show me items buyable from Bob? I don’t care about the things I can buy from Frank. This would also help ensure that the vendors are attached properly (like Bob sells Milk, but I don’t see Milk on my list, so I know something is off on the item). Hopefully this is a toggle somewhere I’m missing.

We are trying to wave and batch pick thousands of shipments per day. The system will not allow us to print the labels until the shipments are confirmed, so we have a business event running that will autoconfirm the shipments after they have been picked. This allows the picker to print the labels and packing slips directly after they have picked. The issue is the confirmation takes 30-45 seconds or more per shipment. so if we are batch picking 25 orders with the same product on them, it takes 10 minutes until the labels can be printed. There has to be something we are missing here - confirming a single shipment manually only takes a couple of seconds. We are using out of the box Stamps.com integration.  

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

Setup some stock skus to use related items (set the item class to NOT allow Negatives) and tried to assemble a kit that one of the components was at a qty 0, and had allow for substitutions but I’m not sure where I pick the substitution item to add to the Kit assemble BOM.  Is there something I’m missing in the process?   How do I process the substitution?  

I have a scenario whereby internal employee make a request of inventory items that have existing stock. Thus, when an internal employee enter a request, it will alert or send notification to logistics team to either perform issue or transfer of item to another warehouse or location. When the employee has received the item, the employee can manually close the request form. Or how to manually change the Issue Status to Received, so that system will automatically change the status of the request to closed. Does anyone have any suggestion/solution for this? thanks alot 

Good morning. I have a client who needs to generate recurring sales orders to fulfill a quarterly magazine subscription. In an attempt at creating the most streamlined account setup workflow, I have proposed this solution:1) Create Customer Template for Magazine Style (4 to chose from)2) Store Subscription details in the Customer Attributes with details Then trigger automated Sales Order Generation based off of Customer Attributes. However, this last part in the process has proven to be above my head.  My general concept was to create a GI that would pull customers that match this profile, then generate a sales order from 1 of 4 templates, using 1 variable from the Customer Attribute (qty of magazine line items per order). Here is a screen shot of my attributes setup.Build 19.205.0023 Any ideas on how to make this happen or another better idea that is more simple?