Distribution

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?

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?