Distribution

Greetings everyone!Looking for feedback from the community with regards to management of Kit Assemblies.  I’ve scoured high and low and would love to hear what you have tried and what has been learned in the community.When configuring inventory and warehouse settings how do you establish inventory visibility to the subaccount level for kit assemblies? Currently, the only clear identification of the kits I can identify is the [] Is a Kit checkbox? [] I see potential options of using Base Unit, Posting Class or Item Class to support the accounting of kits at a subaccount level. I’ve given thought to using reason codes in the kit assembly process to facilitate accounting of Inventory to the Subaccount level, curious why that isn’t inherent in the system.  Disassembly is organic, so why isn’t assembly organic? When I dig into the reason codes, I find myself limited by the available options [Sales, Credit Write-Off, Balance Write-Off, Issue, Receipt, Adjustment, Transfer, Disassembly, Vendo

 I am trying to use Paperless Picking for the first time and ran into this issue.Create a shipment and removed hold. Create pick list and sent that shipment to the pick list queue Manage pick list, assigned the shipment to a user/picker Login in to the mobile scanner and launched the app - Warehouse / Pick, Pack, and Ship Click Next List Scan nearest location Error, see trace for details (no trace in mobile scanner) The Hold was removed from the pick list in the shipment, am I missing something.  Much thanks,Nelson

Is there a way to update the salesperson assigned to a group of customers in bulk based on state and/or zip code? We pay commissions based on the salesperson assigned to a customer account and need to change a group of accounts to a new salesperson.I set up a generic inquiry based on AR.CustSalesPeople pulling in the needed data from the location, customer and address tables. The inquiry returns the expected data and can be filtered for the needed records, however I’m not able to setup the “Enable Mass Record Update” operation successfully.What “Entry Screen” should I be using or does this need to be done using an import scenario? (I tried AR.20.50.00, AR.20.50.PL and  AR.30.30.00.)Any suggestions or guidance would be appreciated. Thanks!

Let’s say that we have 2 different warehouses, MAIN warehouse, and another warehouse in a different city that is SECONDARY warehouse. We create a sales order with 9 items from MAIN warehouse, but one item is only available in SECONDARY warehouse. We want to transfer the stcok required from SECONDARY warehouse to MAIN warehouse, for inclusion in the customer’s order for one consolidated delivery all at the same time.Is there a way to transfer this inventory from SECONDARY warehouse to MAIN warehouse, for consolidation into the single order automatically? (the alternative of course is to transfer first, and then add to the customer’s order, but this runs ths risk that someone else grabs that inventory after the transfer to the MAIN warehouse).

I would like to know which industries Acumatica WMS is being used in and how it’s going. Please share any experiences if you are using it live to ship product (or if you are in the process of setting it up)!

We have a customer that delivers product from their own truck.  They need to print an invoice from the truck once delivery is complete.  Is there a way to print from Acumatica, on a tablet to a blue toothed printer?

I have a situation where I need to have add a second AP bill to a Landed Cost Entry. After I create first AP bill, the landed cost is no longer available to be used.  I tried a partial amount.  I cannot change the qty.?

Hi, We are going to have clients log into to Acumatica. But they will need to view only their customer account in Receivables and their relevant stock and non- stock items related to the item class. Here are the screenshots for my Restriction Group Setup for Inventory Item by Item Class. Note there is only ONE company not multiple companies. Here is the user that will only have access to the TXC item class.   Here is the setup to restrict access to the item class. Note nothing was done in Inventory Items since they are grouped under the Item Classes.   When I log in as that user all of the inventory amounts still show. What am I doing wrong any help would be appreciated: 

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.