Distribution

Hello.We recently upgraded a customer and found that with the upgrade TR order types Quick processing isn’t available. Parameters are visible in the Order type form, but we don’t have the qui process button in the SO301000 form.  

HiHow do I return partial stock from customer after the goods are fully shipped and reopen the original sales order for replacement stock?This case happen before invoice released. Means its relates only to the inventory, not to sales invoices transaction.Could anyone give me a guide? 

A company holds customer consignment inventory.  The printing, applying and scanning of internal lot numbers to enforce FIFO or FEFO requires too much extra effort.Does anyone have some special trick to know which location of the same item holds older inventory without turning on lot trace?

Edit to Add: out of curiosity, I selected ‘Mark for Production’ and then deselected it and saved SO64 on Line 1. Line 1 now pulls to the shipment. This item has never been ‘mark for production’. Any idea why it would suddenly change? Inventory ID WS881830 shows as 16 available for shipping. SO64 has open quantity 16 and SO76 has open quantity 35. We are trying to ship SO64 but it is not pulling WS881830 onto the shipment even though it is showing as available. Allocation Details attached as well as a screenshot of SO64. Any ideas why this is happening? My only guess is that it has something to do with the allocation type but don’t know what drives those fields.  

We have a new implementation of Acumatica and are finding our way around.  We have noticed that it is possible to receipt a higher qty of items than was on the original PO, it seems like at least double or more.  How can we prevent or limit this?  On the vendor the max% is set to 100.  Surely it should not allow more than 100%?

Hello Everyone,I have come across this requirement where one of our customer has 4 branches in a company which have different legal requirement than the rest of the branches.I have currently created 4 different site map for these forms to be printed, however I cannot the change the default print setting which only print one Form for all 4 branches. I have tried to change this in Account receivable preferences however this changes it for all rest of the branches. I am unable to find any solution to this. I have considered the possibility of hiding using the visible expression however the forms are already very complex in its nature.Any comment or help would be really appreciated. 

Hello! My operations team and I are currently restructuring our approach to our product inventory and are interested in utilizing the newest Template and Matrix item capabilities. We are trying to determine the best way to set up the templates - using "finished good", "component", or "sub-assembly". We are unclear if those 3 "types" are standard to Acumatica or if they were created (people who helped setup the system are no longer part of the effort so we have some open questions). Today the we have a a SKU that comes from the manufacturer with several items. The items can be sold by themselves or as part of the "system". Our challenge/concern is if we make all the individual SKUs a component then what constitutes a finished good? Should we make each of the items a finished good and then the kit would consist of say 2 finished good items?

Hi,Below error appears all the time when I try to do an inventory receipt (Inter Branch). How can I avoid this. Thanks,Dulanjana

Is there a way to force a quantity more than 0 on a SO line?This is more of a quality check for Customer Service during the order entry process.

I had another post about creating a parent-child structure to synchronize a single bill-to address among a bunch of different customers with different shipping addresses. This allows for treating ship-to customers as separate customers (can have different company names, different contacts, etc.), but a single shared billing entity.An alternate way to achieve this would be to allow customers to share billing addresses. Has anyone ever attempted something like this with customization?The idea would be to use Address table in Acumatica to provide a shared bill-to address amongst companies who have different characteristics, but share the same billing entity. This way, you could maintain consistency across all companies sharing that bill-to address.

Hi,We have set the Quantity and Price/Cost decimal place to 4, as shown below:But the in Purchase Order window Ext. Cost is still showing in 2 decimal place, see below: How to change Ext. Cost also to 4 decimal place ? Thanks,Shyam.

Hello All,How can we show Customer Class Prices in Self Services Portal ?Thank you’Jennifer

what i have to do to solve the problem 

Our customer would like the ability to indicate a PO is critical and be notified when the PO Receipt is entered.  Has anyone done this?  Does anyone have any ideas?  Thanks in advance.

Hello,I have few customers which are using Self Service Portal , how can I restrict them to see specific items rather than seeing all lists of items?Thank youJennifer

I added the State field (part of Address DAC) to the Customer lookup GI. It shows fine in the GI view, but not in the Customer lookup inside the Sales Order lookup screen. Does anyone know how to make the State field show up inside the Customer lookup in the Sale Order screen?

I added some columns to the Cusomer lookup GI that you can load within the sales order screen. I would like to make the default width of this popover screen wider to accommodate the additional columns. Does this require a customization project to change the width of the popover window, or can it be done with configuration sans customization? (screenshot redacted with white box) 

Is it possible to have different letterhead populate on forms (Sales Order Confirmation, Shipment Confirmation) based on order type? We are acquiring a new brand and would like to avoid having a separate branch but would still like to have the ability to have the branding different based on the order. Is this possible? 

I’m trying to add Sales Categories to my Inventory items with an import scenario using the Stock Item screen to add items to my already created categories but have had no success. Has anyone succesfully been able to add stock items to sales categories with an import scenario?

When created a navigation in a GI it wants it to be an external url.Is there a way to create a local path it will accept to a pdf with a specific file name?\\server\data\files\((Shipment.Nbr)).pdfThe pdf files would be saved with the shipment number as the file name.

We promote stock items to our customers on a weekly and monthly basis.  Or we encourage our sales team to focus on certain stock items for a short period of time.  How can we track these promoted items to see if we are increasing sales of the promoted items?  Does Acumatica have a build in report to track and compare sales of an item to see increases on a short-term basis? 

when tried to prepare invoice it was showing the following error:  Inserting 'AR Invoice/Memo' record raised at least one error. Please review the errors. Error: The 03-2022 financial period is inactive in the MUFFINS company.

I would like to dynamically change the color (“Connotation”) of the Confirm Shipment action button (Shipment Entry screen) depending on a condition in 21R2.Example use case: If the Package Weight is not within an allowable range of the Shipped Weight, then change the Confirm Shipment action button connotation to "Warning". Otherwise, use “Success”. This color change would provide another visual indicator to my fulfillment staff that a shipment is okay to confirm.I’m currently using the `SOShipment_PackageWeight_FieldUpdated()` event to raise a SetPropertyException, but the warning icon is so small that it’s easily missed. I want to provide more visible feedback to the end-user to help prevent costly packaging errors.In the 21R2 workflow editor, the color appears to be controlled by the “Connotation” selection.It does not appear to be possible to conditionally change the connotation of the Action button using the 21R2 workflow editor. How can it be done using code? Maybe using PXScreenC