Distribution

It’s important for a number of clients to get confirming of price and delivery from the vendor and not allow receipt of goods with confirming the PO.  Manually you could keep the PO on hold or add something to the workflow.  Does anyone know of a way to “force” the vendor to confirm the PO perhaps some integration to DocuSign or Adobe sign that could communicate back the customer that the vendor has received and confirmed the PO.  The vendor of course could offer a different price and/or delivery,

After setting new prices for template items in the vendor price worksheet, the vendor price for the variants of the template item will not get updated. I can’t figure out if this is a bug or a feature.

About: We would like to gather your feedback regarding our credit card authorization and re-authorization process. This is important for commerce and distribution companies which process special orders or take orders with a long lead time before the order is shipped.In this focus group we will:Providing a short demo of credit card authorizations and how it works today Discuss how to manage expiring authorizationsAudience: Customers and partners who need this feature or have knowledge of workflows and how it can be delivered.Date/Time: Dec 16 @ 8:00 a.m. PDT / 11:00 a.m. EDTRegistration: https://webinar.ringcentral.com/webinar/register/WN_ExcQopQXSO6qE_bAsksWQg

Hi all,We are looking to use the shipment confirmation form as a pseudo Bill of Lading as a way to notify both parties of a transfer that has been created. Standard form has Ship To location but there is no ship from or Shipper address information. Since there is a from warehouse listed I am assuming I can edit the report (and tables) to query the ship from address off the warehouse location. But I don’t know what tables and relations I would need to create this.  Any ideas? 

I don’t think this has been said before but I wanted to ask here just in case…We have a extensive warehouse and we are planning on doing an inventory run sometime soon. We have just upgraded to 2021 R2.​​​​​​ And we are using handheld scanners for the first time instead of physical sheets.When doing a physical count, is there anyway to see what logged in user on the handheld scanned which item? We don't seem to see a way to do that. When you select the confirm button, it confirms the whole PI number and selects all items within the PI List  from ‘Not counted’ to ‘counted’. Thus we are losing visibility to what we are missing as items not counted yet will show a qty of 0. Is there a way to ‘Update’ what was already scanned and confirm single items were counted?

Hello,    Is there a way to fulfill my need below.Let’s say, for Item A, we left 200 cases in stock, so We’d like to go on promotion for the 200 cases only, because during the selling time, we might do purchase and receipt. So I’d like the promotion price only apply to the 200 cases.  So the ideal scenario shall be $10 promotional prices would fill in orders allocating the 200 cases, after the 200 cases be sold out, $15 （which is the normal price） would be filled in.  Note: For business requirement, we must use the same Inventory ID.

When I go to “Print Sales Order”, and then go to the Email option to choose a contact for the To: address, the default is to search the global list of contacts. Shouldn’t the chosen Contact for the Sales Order be pre-populated? And also, shouldn’t the short list be the Contacts attached to that Customer, as opposed to searching the entire Contact database?

Hello Everyone,We have a requirement to enable the approval workflow for the Bills and Adjustments screen. Credit/Debit adjustment or Prepayment should not be approved by created by user and it should be approved by only user from specific workgroup.

Hello,        We previously maintain our sales price manually. Although we can leverage the sales price worksheet. But it is mainly manually.       Currently , we are short of staff. So we are seeking a way to see if this is possible.Like:      After Purchase receipt/bill be released, the receipt item’s avg cost are changed. so accordingly, the sales price changed consequently as the cost changed.     Is this function out of box?     Please advise.      

I need to add a filter to the Credit Card Processing for Sales screen (SO.50.70.00) so that only records where the DocType = Invoice will show, based on an additional custom checkbox in the filter section called "Invoices Only".public class SOPaymentProcess_Extension : PXGraphExtension<SOPaymentProcess>{ protected delegate void AddFiltersDelegate(PXSelectBase<ARPayment> view, SOPaymentProcessFilter filter); [PXOverride] protected virtual void AddFilters(PXSelectBase<ARPayment> view, SOPaymentProcessFilter filter, AddFiltersDelegate baseMethod) { baseMethod(view, filter); SOPaymentProcessFilterExt filterExt = PXCache<SOPaymentProcessFilter>.GetExtension<SOPaymentProcessFilterExt>(filter); if (filterExt.UsrInvoicesOnly != null) { // filtering code here } }}public class SOPaymentProcessFilterExt : PXCacheExtension<PX.Objects.SO.DAC.Unbound.SOPaymentProcessFilter>{ #region UsrInvoicesOnly

How to set up multiple design template item with different attributes, but all using the same Item Class?They difference between the design template only lies in the attributes. Hence, I would like to use the same Item Class for them. 

I know you can set the default sales order on a company. However could you set it by branch? maybe with a Javascript? I have a need to run an intercompany orders via SO however I want the receiving company to be an an SA. Any thoughts?  

We have Acumatica 2021 R2 with the CRM module.  We want to do a mass mailing to our customers. We need to print envelopes with the customers address on it. Can someone please help us and show us how to print envelopes for a class of customers?

When Acumatica was setup for us a single Inventory ID number was used for an item that had 3 variations setup in the cross-reference for one of our wholesale customers - 1 pack, 3 pack and 12 pack.  In reviewing our data this was identified so we now have individual inventory id’s setup for each of the variations and have the cross - reference in place for the wholesale customer.  The new orders work perfect, but wondering if there is a way to go back and modify the inventory id for those past orders to have them align with the proper variation either the 1 pack, 3 pack or 12 pack.  TIA!

We have a client that does PO’s which contain expense lines for multiple Projects.If you have PO approvals setup by project who does the PO approval request go to? 

When am changing the lot/serial class module the following error was occurredError:Lot/serial class cannot be changed when its tracking method is not compatible with the previous class and the item is in use. 

I have a dropship that was partially shipped by the vendor.  However, the quantity shipped was accidentally received twice and billed to the customer twice.  One invoice has been released, the other has not and has since been deleted.  The issue I am running into is when I try and issue a return against the purchase receipt, it is showing qty 0 in my warehouse so it will not allow me to release the PR return.How can I go about issuing this return and opening the line again in the PO?

Is anyone aware of any Acumatica features for tracking/monitoring Dealer inventory once it leaves our company/store? With our seed company, we need a way to track/monitor our dealer’s inventory they purchase from us to insure that no seed is ever sold that is more than 1 year old? I thought I read somewhere that this functionality is available within Acumatica?

Can a Sales GL account at the Customer level be defaulted when a Stock Item is sold through Sales Order Invoicing?

How can I set the configuration whereby the number will increment only if the attribute values are the same. e.g. ABC001, ABC002, ABC003… If the attribute values are different, it will be ABC001, ACA001, ABB001….. Refer below for my current settings, 

Hello,What about VAT when a customer balance is written-off :The reason code allows to post the whole bad debt to an expense account. However, VAT cannot be booked with a reason code though the customer money will never be cashed in.How do you deal with these situations? What about having a tax category attached to a balance write off?Thx

Good day I want to know how best can I add a flag or watermark that indicates that a specific report is a re-print for instance a sales invoice or a Payment to a supplier report?