Distribution

We have had a few instances where the customer overpays the invoice(s) by $0.01How can this penny be addressed without having to make a .01 invoice to write it off?Thanks for any help!

The PO Accrual Reports needs to include all activity that affect the PO Accrual account.  The existing PO Accrual Reports only take into account the traditional Receipt of Goods into Inventory and Receipt of those Vendor Bills.  There is no way to audit this account if a customer uses Sales Order Drop-shipments.In the Drop-shipment process, a Receipt of Goods and Bill is entered when the vendor notifies the Acumatica user that their Drop-ship PO has been fulfilled.  When this type of Receipt is entered and released, a G/L Transaction creates a Debit to the PO Accrual and a Credit to Accounts Payable.Once the Sales Order Line that is flagged as Drop-shipped is invoiced and released, the system will create a G/L Transaction (via an Inventory Issue) that will Credit the PO Accrual Account and Debit a Cost of Sales Account.If there is timing differences between the Vendor Bill and the Customer invoice, this Debit Balance will sit in the PO Accrual and the existing PO Accrual Reports do not

It looks like once a sales order failed credit verification, the user must hit action Remove Credit Hold manually for further processing. Can someone advise how to change the workflow so that the order status is automatically open once payment/prepayment is made or when the amount of the sales order is no longer over credit limit.  

Is there a way to clear out Create Purchase Orders (PO505000) screen without creating a PO ?  

Hi,I am new to Acumatica. I am trying to create a company tree so only those users can view the timecards of their employees. Here is a copy of my current company tree. I want both of these users to be able to view all of the employee timecards setup under Employees. I don’t want to setup delegates because multiple users will need to view everyone’s time card.  However, when I log in as user CB and go to Time & Expense entries I don’t see any other employees but CB’ users. What am I doing wrong? Do I have to setup all the employees under the company tree also? Please advise. 

I am wondering if there is any configuration to use specific warehouse in intercompany SO based on the PO warehouse.Ex:If warehouse in the PO is “WHS A”, the warehouse in intercompany SO is “WHS 1” If warehouse in the PO is “WHS B”, the warehouse in intercompany SO is “WHS 2”WHS A and WHS B are within the same company, also WHS 1 and WHS 2 are within the same company.What I find is system uses the default warehouse of customer/location and/or inventory.

I am thinking through a feature we need, where some customers may be served by a freight forwarding service. The first leg of our delivery process will be a local truck route from our warehouse (the route will change depending on the freight forwarder where the material is being dropped off).The freight forwarder will then be responsible for delivering that material to the end customer.We need a way to manage all of this and make sure thast we can orchestrate local truck delivery from our warehoues to the freight forwarder, and then freight forwarder to end customer, witht the process and paperwork clear at each step of the freight forwarding process.I know that there are various integrations to Acumatica for freight forwarding. Does anyone have experience with these, and maybe can recommend a specific product that might align closely with our use case? Thanks, Jonathan

From the help file on the Shipping Terms (CS208000) form:Invoice Freight Price Based On The base document to be used for the freight price calculation in a sales order invoice with the current shipping terms selected. You can select one of the following settings: Shipment (default): The system copies the freight price from the related shipment to the invoice. Sales Order: The system copies the freight price from the related sales order to the invoice (fully or partially if the shipment is partial). Can anyone tell me what the highlighted text means in terms of expected behavior? In my testing, when I set this “Invoice Freight Price based on” to “Sales Order”: and create shipments that I believe are “partial”, the freight price still transfers fully, not partially.Perhaps my understanding of the phrase “if the shipment is partial” is off.The way it reads, it seems that intended functionality is to distribute the shipping charges across all of the shipments that come from one

I am able to manually select our label printer that has been configured with device hub and click process all to print all labels but if I set up a schedule with the same settings it says it completed and processed in the sheduler history with no errors but nothing ever seems to reach devicehub.  Is anyone currently using this?  We really want the labels to automatically print when they enter the process shipments screen.See below for the automated schedules.I tried with dates set in the filter values automatically after clicking add schedule with the same criteria as I just used to print the labels manually by pressing process all and with no dates set but neither produce anything on the devicehub:  I’m curious if anyone is able to get this to work in this way.Phil 

We were sold Easystock as a supplement to Acu to manage our inventory, but have not been successful in getting it to work as it is advertised.  Our inventory is simple: 3000 skus in one location, 300 vendors, all purchased from only one of those vendors.  Anyone with experience with Easystock that would be willing to discuss their experience?Rick Dawsey

Does someone have an Import Scenerio to add Note in Shipment Summary? Thank you

At first I would click on an email and the add-in and the add-in would prompt me to sign in, create a lead, view or do anything else but now it just displays an empty screen. 

Hi everybody,We are looking for a solution on how to convert a stock item to another new item when inventory was moved to a certain Warehouse.Example: Warehouse 1 is the main warehouse where we sell Product having SKU AAA for it’s original price. Now, there is a Warehouse 2 where we move items that are still usable but has quite damage and sold for lesser price. We need that Product AAA converted to a separate product, like SKU AAA-2, since we don’t want to track the inventory of items already moved to Warehouse 2 on the original item AAA. Will that be possible? That transferring an item from one warehouse to another will also move the quantity from original item SKU to new (or another) SKU?  

Hi everyone,We use the mobile app for a while. The problem is when review the list. The first column should be the inventory id or location id. But the screen is showing the description for the inventory id or location id. I have no idea how it happened. I checked the code in Mobile Application. It’s use the current field. Anyone knows this problem ? Thank you so much.   

We are trying to decide if we should use Matrix items. We sell wall block that comes in a variety of different colors. We don’t care how many of each color we have on hand, only the TOTAL number of blocks at a particular location. We DO need to see which color a customer purchased, so that we can keep track for their future purchases. Ideally we would have one item number for the block with each color as an attribute. Will this work for us?

Our base currency is ZAR which is around 20:1 to the USD.When our approval values go through, I need them to translate into our base currency.In the following example, a PO for the following USD values:Will have the following ZAR values:This is how I have setup the approvals:The above example should have gone to the >150,000 approver, but went to the <150,000 approver.  Which field should I rather use that would use the base currency instead of the PO currency?  I have tried Line Total and I think Order Total.

Hello,        We have multiple branches, like branch 1 and branch 2. For customer A, both branches served the customer years ago and also issuing invoices separately.        However, starting from this year, only branch 2 is serving the customer.But every time, when we prepare customer statement for Customer A. It looks like system also generate 2 statements, 1 is for Branch 1 and the other is for branch 2.Branch 1 statement is empty and unnecessary.      Is there a way to excluding branch 1?  

"Print Shipment Confirmation" under Process Shipments screen can only print shipments before confirmed. Can this be changed to can also print after confirmed?

Hello,     We’d like to receive some customer’s payments twice a month.Like for invoices from 1st to 15th, should pay us all on 15th of this month.And invoices from 16th to the end, should pay us on the end of this month.     But as I checked, the credit terms looks like not supporting this .Could this be achevied?

 Does anyone know if the sales order freight price can be pulled into this screen (circled in red below).  I am going to make a customization to bring the dollar price from sales order over to this screen but i want to make sure i am not missing something in setup that will already fill it in.  Thank you      

Hello all, I am beginning to research RFID Inventory Control systems for our company. I wanted to reach out if any users are currently using this inventory control technology and if so what is some feedback for someone starting at the beginning researching this. Also, if using are you integrated with Acumatica?  Thanks  

Hi all, I want to write a program to fetch invoice via Acumatica openAPI and send to clients. My problem is after send invoice to clients, I want to add a note to the invoice in the Acumatica. I checked openAPI and can not find any endpoints related to modify invoice. I only found a /Invoice/{actionName} endpoint maybe can do that. Also I can’t find any action like add a note. Does anyone have any idea on this?   

Hello,Is it possible to customize and change up the workflow on the Warehouse Automation directed picking, packing on the hand held scanners.  The default and current workflow is terrible, you need to keep scanning and the screen does not even show you much info.  There are no way to manual bypass by touching and selecting location / sku numbers.  Also there is no way to change the UOM when picking either cases or by each. We need to make the picking process as fast as possible.

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Hi,  I have some bigger (lightweight) items that cannot ship via a regular small parcel carrier. Is there a way to limit the ShipVia codes when this item is on a SO?