Distribution

We are shipping via UPS and FedEx directly out of Acumatica. Any time a customer email address is entered in the Ship-To address, our shipments generate and email a PDF Shipment Notification with the Customer’s PO Reference, PO Lines Shipped and Tracking information.  Addtionally, and sporadically, our customers are receiving a generic UPS-branded email stating, “You have a package coming,” with the Scheduled Delivery Date, our Company name as “From” and the tracking number.  These notices are redundant and do not contain much useful information.Does anyone have any experience with this, and, to the point, know how to turn them off?  Thus far I cannot determine a pattern to the emails.  Without causality it is difficult to determine where I could shut these off.  

I’m trying to make a GI that will show a customer’s balance owing. However, I cannot find what table to use. I tried PX.Objects.AR.ARBalances, but found that some of the values were incorrect.I tried PX.Objects.AR.CustomerMaint+CustomerBalanceSummary since it is what’s displayed on the customer page, but it seems that this table is not longer used.Would appreciate any help with this!

In Document details tab of Sales Order screen, we are displaying the images of the item, and using java script we are able to set the height of the image also.(https://stackoverflow.com/questions/50416118/acumatica-set-grid-row-height-because-of-images)Right now we didn’t have any pagination, because of the below issue we are facing.If set the pagination and if we have 20 line items, we could able to see 5 item in gird by default but when go to fifth record and click on down arrow the cursor is showing us the 6th line item which is hiding below somehow, i think technically it should take us to the next page, which is happening correctly in other girds in which we doesn’t show any images. 

Hi,  We need to enter Bidding response partially. Example :Requisition Line Value =1500Enter Bidding Response for 300.Complete bidding and create PO for 300 Items. PO has been created with two lines. one for 300 and other for 1200.  Need to create PO with 300, no need to mention 1200 qty. At the Movement our PR has been Released and there is no option to enter rest 1200 bidding response. Attached the Test Scenario with screens.  RegardsNethupul

My client wants a option to be able to reprint or resend more than one PO at a time from Print/Email Purchase Orders screen (PO503000) the same way it’s done in SO or AR Module with Show All button. This screen does not have a Show all or check marks showing the action performed, it only shows PO that have not been printed for some odd reason. Is there a workaround for this?   Thank you.W

I am trying to figure out how to have multiple purchase receipts againt a single PO. For example, if a vendor shipped the PO in staggered shipments, and we want to have multiple receipts against that PO.Can someone post on how this is done? I see that the Purchase Receipt gets linked back to the PO in the “PO History” tab. But I can’t see how to add an additional Purchase Receipt once a single receipt has been entered...

My company is new to Acumatica.  I looking for the ability to track activity in the system, for example.  If someone on our team was to add a new tax code, inventory item or customer etc.  Is there a place in the system that will tell me when it was done and by what user?

We want to prevent our sales team from using the feature to correct or modify an invoice.  Can we do this in the Security area?  Where? How?  Any help is greatly appreciated. 

What are the recommended steps, and the sequence to follow in applying them, to change from Standard Cost to FIFO. Are there any tax or compliance issues to consider when making this change?

Hi all, I just want to ask if it is possible to insert a column for Item Class in Invoice form (SO303000) like this: Thanks  

Good day! In Acumatica Open University Course T200, the user is instructed to create a Customization Project named PhoneRepairShop. However, a Customization Project named PhoneRepairShop has already been created in the preceding course T190. Should that pre-existing Customization Project be used, or should a new Customization Project be created with a different name?

Is there an easy way to get non shipping (backordered) items to print on the pick list? We need visibility on the pick list so our warehouse people can look into other options when picking. Any help would be appreciated :)Thank you!

Not sure what the best route for resolution is here. Any advice would be appreciated! 

I have situation that requires multiple document level discounts on 1 sales order. I have these document level discounts set to manual and unconditional. On the discount tab user would add the discounts from the list manually. I can add 1 but If I add a 2nd of same type I get error below when saving sales order. Is there a setting that allows for multiple of these type of discounts.AR Error: Only one Document Discount allowed.To clarify - I’m not speaking of automatic discounts that allow for line, group, and document on the same sales order. I’m speaking of 2 document level discounts set to manual.

Hi,I have a question is there a way when importing open sales orders into Acumatica there is a formula that can pull in the customer number in the system without having to add it to the spreadsheet that is being imported?Second is there a way to automate files to be uploaded into the Data Provider from a workstation to Acumatica? Let me know. Thanks, Frances Pantelidakis  

Our email stopped working and this is the error on the message. Anyone else notice this?Is this Office365 or Acumatica ?535 5.7.139 Authentication unsuccessful, SmtpClientAuthentication is disabled for the Tenant. Visit https://aka.ms/smtp_auth_disabled for more information. [YT1PR01CA0043.CANPRD01.PROD.OUTLOOK.COM]

When a PO is created, the vendor record is added to the Stock Item automatically.  Can this be turned off?

We are new to acumatica and trying to use the Purchase Request / Requisition process. In our legacy system the users will make purchase request for known and unknown items. In acumatica we are able to make the requests for unknown items however, when our purchasing personal try to create the requisition from the request we get errors as the ItemID does not exist. Is there a workflow where you can take the request item information and create a new item from it? Or does anyone have any ideas on how you could allow requestors to make a request for non-existing items or vendors?

We are a company with multiple branch locations, some in different states. Most of the branches all perform the same selling functions, and we do not separately report financials for each branch (although we do some rollup reporting on each branches financial performance).There is a question on whether we should be using branches at all. For example, we could structure the software so that there is a single company with multiple warehouses (i.e. Seatle, Portland, etc), but no distinction between branches in the software.This would allow us to do single-step transfers between warehouses, for example. However, there is a question in my mind of whether this will hamper us in the future in terms of shipping material between branches (will the software be able to understand that the branch warehouses are geographically distinct if they are not attached to separate branches)?Does anyone have experience with doing this one way versus ther other? If the only advantage of distrinct branches is

Hi, I first want to create a GI to show the top selling stock items at the top of the inquiry to the lowest selling items at the bottom of the screen. What would be the condition for this GI? I have attached a Generic Template that will be modified to reflect this. Let me know. After this, I will create a dashboard. i don’t need assistance for this now.  Thank you,Frances Pantelidakis  

Under Acumatica 2020R2 version , user just define one company which belongs to ‘Without Branches’ Type ,however while create a new sales order /direct invoice ,system will pop out the warning shows that [Branch ID cannot be empty ]at the moment user clicks on Save button to save the sales order .End up the order is saved but what may be the reason trigger such warning . Do refer attach for issues showing .Hope can get some advice for this .Appreciate.

Removing Stock Items

In order to get the volume discount from the Vendor we have to place a single PO with max Qty . In the case of Purchase Requisitions system is treating it as a separate channel for creating a PO. Is there any option to add the  Purchase Requisitions to Include in MRP so that PO will be created with max Qty to get max volume discount ?Please correct me if I missed anything ?  

Using v2021 R2.  I’ve configured DeviceHub and Acumatica for the label printer.  The user profile has the printer as the default printer.I’ve set the “Print Shipment Labels Automatically” flag in SO preferences.I don’t know if it is required, but I set the User Settings in Pick, Pack, and Ship to Print Shipment Labels Automatically.  We’re not using Pick, Pack and Ship.When I click on Confirm Shipment, labels don’t automatically print.  Is there another setting I’m missing?

How does one deal with 2 uom’s where the conversion is not constant?Example Steel industryA pallet of sheets never weights the same. 100 sheets might weigh a ton with one PO Receipts and then next week 1.01 tons.Also, what would be a solution where I Order in kg’s, I sell in Kg’s but I stock count in Sheets/each. what would be a good option for the base UOM? Remember I have variable UOM Conversion factor.