Distribution

Hi all, Can you help me about the Tally of records in Inventory Summary to Purchase Receipts because when I create a Purchase Order then Purchase Receipts the quantity is correct but when I go to Inventory Summary the total of Purchase Receipts is double (Please see the screenshot below) This is the total of Purchase Receipts (On-hand, Available, and Shipping are 100) But in the Inventory Summary is double the digit of quantity that I received in Purchase Receipts  and in the Inventory Balance are the same reports   Please help me to fix this bugs.

Hi,  I’ve found some instances where a user deleted an item of a SO while not canceling the drop-ship PO. This could be very common when dealing with high volume ecommerce shipments. Is there a way to prevent this from happening? Workflow should be Cancel PO > Remove Item from SO 

Hi, Created a PR. Created a PO using Auto create Function.  PO has been created. If user delete this PO, system not allow again to create the PO using same PR.How we can facilitate this? RegardsNethupul  

I have a IFF here that is working for formatting the cell in yellow=IIf( [POOrder.Status] = 'N', IIf( [POLine.PromisedDate] < Today(), 'yellow40', 'default'), 'default') What I want is to highlight the cells that are +14 days from today.Like you can in a filter @Today+14 Thanks 

With the Small Business Edition - can you have multiple storage locations for the same part number?

Here is an example item. I have created a number of purchase orders for this item, and then I received them. You can see there are 3 purchase receipts, all of 1730 LBS of this item. Then we have 1 sales order for 346 LBS of this item. The “Available” quantity of this item is -346, and the Available for Shipping is zero.Can someone please help me understand why that is? On receipt, I assign a Lot/Serial number to these items. Does this somehow segregate this from the main inventory calculation figures? If I have received 1730 * 3, and I have one order for 346, then why is my Available still negative and my Available For Shipping zero?P.S. There was a warehouse attached to these records, but I have redacted it. Just pretend its name is DEFAULTWHSE for the purposes of this discussion.  Thanks,Jonathan 

Is there a way to do an inventory adjustments with the Mobile App.  It seems I need to a create a Phyisical Inventory (PI).  Is this what users do. 

Hello,Group Discount codes have a number of way to be configured.However, Customer Location is not one of the available options.We have a need to be able to set discounts per specific customer locations.Any thoughts on how this may be accomplished without a customization? 

I’m having a strange bug/problem with attachments on the Purchase Receipts screen.If I create a purchase receipt from a purchase order and then try to upload an attachment, it succeds: However when I try to upload an attachment by navigating directly to a Purchase Receipt, I get the following error “Object reference not set to an instance of an object”. Here you can see that it is the same record, but in this case I have navigated to the Purchase Receipt directly. Out of the box, the purchase receipts screen does not allow uploading of attachments. I’ve added that functionality to the MSDL using this code(all of the screen code is posted below): update screen PO302000 { update container "DocumentSummary" { formActionsToExpand = 2 remove field "PostPeriod" remove field "CreateBill" remove field "Location" remove recordAction "Assign" attachments { disabled = False imageAdjustmentPreset = Receipt add type "jpg" { extension = "jpg" } ad

How can I have this GI aged by the Invoice Date and not the Due Date?Can someone guide me to the changes to make?See the screen shot imageThanks  

An error message is coming up the Leads section for the field called Source. Does anyone have an idea what might causing this error? See below screenshot. There is no approval workflow setup. Thanks,Frances 

Stock Item that is shipped and received multiple times throughout its life (It is a loaner product for customer to temporarily use and send back)This serial number was used on a receipt.Then shipped out.On a new receipt in the shipping window, an error message is displayed saying “IN Error: Serial Number “12345” for item “abcd” is already received in “Previous shipment ID”Is there a way to continue to use the proper serial number for multiple shipments and receipts?

How can we put notes on specific line items on a Sales Order in the Mobile App?

A client of mine transfers products to their field reps through out US. Each rep is configured with their own WH in Acumatica. These transfers are for products that a customer requested as part of an appointment. As far as I am aware, Acumatica can not charge a customer carrier account for a TR shipment. Wondering if someone else came across this .. or has a customization developed? Client is using ShipEngine.

I have a customer who wants to be able to put a location on a PO Receipt for nonstock items.They do not want to make these items stock items but they need to know where to go in their warehouse to find these items. For example, hardware is not tracked as an inventory item, it’s an expense. But, they need to be able to tell someone where to go to find it.They do not have set warehouse locations for any of their stock/nonstock items, they put them away in any available space in the warehouse and enter the location on the PO Receipt.I have considered creating a user defined field and adding that to the Detail grid on the PO Receipt, but was wondering if there were any other solutions.Thank you.

I am new to Acumatica. We have one client who only has one entity setup (no branches/multiple companies) In the past there was no need to setup a default payment method and cash account for each vendor (single entity). However, when I try to hit the Pay button I get an error message pops up (See second screenshot). Also when I go to Prepare Payments not everything is showing up. Note: In A/P preferences the item to require approval for payments is not selected. Let me know if something changed recently or is it now a requirement to have the vendor or vendor class have a Payment Method and Cash Account selection. (This is even though there is no* by the field). Any help would be appreciated.  Thanks, Frances Pantelidakis   

Hello,     As we verified, by clicking the “customer statement” button on customer screen, the system always prints the report version with the statement date largest.    However,a user prepared a statement on 2/5/2021 and chosen  12/31/2021 as the statement date, which makes it always the latest one.        Is there a way to delete this statement?If this record exists, the user always get an incorrect version of statement by clicking the “customer statement” on customer screen.

I would like to know if there is a way to show the total Order weight for all items on a Sales Order. I see that there is a section under Totals>Freight Info but Ideally I would like the weight to calculate prior to shipment being created and currently it is zero. Thoughts?  

Hi All,Is there a way to set up the the system to create stock items in INACTIVE status by default.Many thanks in advance.

Hi, Is there any way to assign automatically Project X to all Bills when the landed cost is released? I know that there’s a AP Setup Configuration called RequireSingleProjectPerDocument that can be activated, it works well but when I enter an AP from Bills and Adjustment I could not change the project field because it is locked. I was trying to override the method: CreateLandedCostBill on the graph POLandedCostDocEntry but I’m a little lost to identify in wich part i should put the APTran.ProjectID= ProjectDefaultAttribute.NonProject();Is this the correct way to achieve it? The idea is that when the user enter the AP Bill he can modify this value and when I release the landed cost document with the Enter AP Bill Checked , the AP Document will have the X value on ProjectID field. Please let me know any ideas how I can achieve it?

Hello Everyone, Whenever a SO is created, the qty is tag in a WH ID only and the location is unassigned so even if there are qty in the WH, it gives a “Negative Qty” error...any solution for this? I can not transfer to Unassigned too. Has this happened to others before? Thank you! Kind regards,mrivera67 

FYI...Hi, We found an issue when upgrading to 22.103.0018 :“Sales orders that remained open and were processed after the upgrade lost taxes”We solved it ICorrecting them (those that were posted) and add the taxes to calculate them again and post them.:) 

My client, like many, nowadays faces supply issues. Often items on the sales orders are backordered. Currently Acumatica functionality requires prepayment to be made before the order can move to the open status. Once a partial shipment has been made the order is placed back into “Awaiting Payment”. How do other Acumatica clients get their SOs in a backorder status without taking a prepayment or capturing a payment for weeks or months until the product comes in?

Hi,I am new to Acumatica and need assistance setting up a Generic Inquiry. I was able to setup a GI but the information looks incomplete.We want to create a GI that shows invoices under Bills and Adjustments for a project that has a pending status for the Project Task and Inventory ID in Bills & Adjustments under the Details tab. See first screenshot below: The next three sceenshots show the configuration and results. What am I missing in my GI setup? Any information would be helpful. Thanks. Relations Setup: Results Grid:  Inquiry Results:   

Hi,I am to new to Acumatica. We have an A/P approval workflow configured based on project accountants and project managers assigned to a project. However, A/P invoices are showing up to be approved for users that are not one of the approvers under Data views in Vendor Documents to Approve. How can I configure this so the invoices not are not assigned to the approver show up on the list. Thank you,