Distribution

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?

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