Distribution

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,   

Hi,I am new to Acumatica. How can we create a pop-up note to remain static and not disappear after a vendor is selected so all the users can see it in the Bill & Adjustments Screen while it goes through the A/P approval workflow we have created. I know some customizations might be needed. Or if there are any other suggestions please let me know? Here is an screenshot of the pop note under Vendors.   

when I was releasing the purchase receipt it showing the following error why.ERROR: One or more lines have unassigned Location and/or Lot/Serial Number 

Hello,Implementing Acumatica.We have a scenario as follows:Sales reps can create SO only for a few order types.Customer Service can create SOs for all order types.Is there a way in Acumatica to restrict what SO types are available based on a user id or user role?

I was looking at various ways to group customers by local truck route. We have our own fleet of trucks, and various local routes that service different customers. I would like a way to organize customers based on which truck route they belong to.It seems that there is a default Ship Via option for Customer Class, but this doesn’t seem like the best way to organize customers by class (for example, the default credit terms for a customer have nothing to do with which truck route they are on).Maybe there should be a Customer Shipping class added to Acumatica for this purpose? Does anyone have any ideas for how to do what I want without using the Customer Class for this?

Hello,      Correct me if I am wrong, by reading the help doc, I find the route management Acumatica provided is some kind of Manually Management.      We are looking for something more automatically,  is the below need possible?1, Supposing we have recorded trucks information, customer location information, customer work calendar information, the item weights, the item volumes, the warehouse site location….  All Acumatica can capture.2, Like we having 100 orders a day to deliver.Can the system intelligently/automatically help calculate the routes, like below:1,  based on the trucks Infor, the SOs’ total weight, total volume, to determine which truck takes which orders.2, Based on the customer location, site location, customer calendar to determine the stop sequences of the routes. 

Any ideas on where to look first to reconcile end of month inventory to GL balance?

After upgrading to 2021 R2 from 2020R2 the Non Stock Unit Cost in Kit Assemblies was no longer being populated for Kits with no Default Warehouse.  It was working in 2020 R2.  Has anyone else noticed this?  Accounting noticed our COGS were off and this was the culprit.  We want to leave the default blank for many items to force a selection when items are sold from and produced into different warehouses.The Stock component Unit costs show as 0 initially for these products, but once the warehouse is selected the stock components unit costs update.  But not the non-stock.  This looks like a bug, I wonder if they replaced the calculated field with the upgrade.   

Our customer is looking at dumping StarShip because of the horrible integration. We suggested Easy Post but I need to confirm 2 things that I believe are correct but can’t find the documentation.Can Easy Post do or allow Rate shopping? Last time I configured it was 2 years ago and I forgot. I am pretty sure I read that clients can use their previously negotiated rates through Easy Post. Is that correct?Sorry for the silly questions.Thank you.

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