Distribution

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.  

Hi, Version-21.209.0034 Am trying to connect With Azure blob Storage to use the container in iti tried all possibilities //var connectionString = "rcwcafz1t/ZdikEzhS181NGFdtiqG77sEznq200HJzUl88wz+BvlTJULGeVbxZdzFRp/0MYMbkrQ+ASt9uIDVg==";            //string containerName = "inkitnew";            //var serviceClient = new BlobServiceClient(connectionString);            ////var containerClient = serviceClient.GetBlobContainerClient(containerName); am using Azure.Blob,Storage from NugetPkgAm able to build the code in visual studio when am trying to check screen level am facing an issue And also tried using above stack overflow link.. this is also not workinghttps://stackoverflow.com/questions/70097124/how-to-connect-to-blob-storage-container-using-c-sharpPlease help me with Possible answersThank you 

2021R2 version.  We receive an EDI 850 from our customer.  Through True Commerce APIs, we create a sales order in Acumatica.  Later, we receive an EDI 860 change order from our customer.  Our business does not want this change order to be automatically applied to the existing sales order in Acumatica.Instead, our business wants us to generate an exception report that lists the content of the 860 (e.g. header info, line item data) and generate exception messages where the 860 change order is different than the sales order on Acumatica.  For example, provide exception message that the line item quantity changed, or that a new line item was being added to the sales order.  This exception report would go to the customer service rep., who would review the changes and manually enter them on the Acumatica sales order if accepted.  Has anyone already built functionality that creates custom change order tables (header, lines, notes), and then matches this to the sales order already existing on

We are experiencing integration error regarding Tax Detail ID’s between Celigo and Acumatica.  It seems that Acumatica cannot find a match for the Tax Detail ID being passed from Celigo which is causing the errors.  This has been working fine for the past 2 years and the issues started in early to mid April.  Celigo and Acumatica claim that there have been no changes made on either side to cause this to stop working.Is anyone experiencing this as well?

I was wondering if there’s a way to create a matrix of Environmental Handling Fee being added to the Sales Order (or Sales Invoice) when certain Stock Items are selected based on the State value of the Shipping Address.Tried with fixed tax (doesn’t work for Qty other than 1) without a success.Pointing to a certain direction in setting such functionality would be gratly appreciated. Mike 

Hi everyone. It seems we get a decent amount of orders where the ship-to addresses are incomplete. That causes to notify CS. Then CS digs around by either finding a previous order or reaching out to the customer.Then we'll be sure to edit the customer account in acu/bigc. Just slows the process down in general.It's been discovered these only have a street number.We think it has to do with the customer using an autofill feature (browsers unknown), but not selecting the full address choice. Maybe just hitting Enter and moving on quickly. Just a theory.Any thoughts?Thank you.

The Email Notification Template for Sales Orders that is being pulled is not the one we have setup in our system. It was working fine around 2 months ago and no known changes were made. I have verified that the Report Settings under Sales Order Preferences is set to the correct notification template and is “Active”. None of the notification templates that we have setup regarding Sales Orders use the wording that is pulling up now. It is not a customer specific issue - it is happening across the board. Any other ideas of where I can look to get this fixed? 

We are a retailer who use the Distribution and Ecommerce modules.  We have implemented a leasing program where customers can lease the product vs. buying outright.  In this scenario, we ship the product to the customer and then “transfer” the inventory to a virtual warehouse so that we can account for it.  We started using the TR order type but this is very cumbersome.  Are there others who are leasing products to their customers and if so, how do you track it?  We have looked at LeaseQuery, but it is not the right solution because they are more for if we were leasing the product for our use.  TIA

Client will be using Shiphawk for packing. The need to generate batch pick lists in Acumatica. The workflow would be:Generate batch pick list in Acumatica Pick product on paper Accumulate product in packing area Sort and process packing of product in Shiphawk to confirm shipment in AcumaticaThe issue I’m running into is once the shipment is created and a batch pick list is generated, the shipments on that list are essentially locked until scanning is done to complete picking in Acumatica.Thoughts? Am I missing something simple?

Can anyone explain if the In-Transit Branch default under Inventory Preferences has any impact?  I have a multi-branch company and of course would have any number of branches that would be in-transit when transferring or purchasing inventory.  I don’t understand how 1 default In-Transit Branch would even apply much less make sense to be mandatory setup under Inventory Preferences. thanks for the input