Inventory, Orders Management, Warehouse Operations
- 1,436 Topics
- 5,567 Replies
Sales Order "Add items" defaults unit price to 0 when adding a new line. Warning message "Minimum gross profit is not satisfied"
Hello Team, I have a question for Sales orders (SO301000) When adding the line items using the (+) add row function the price comes in naturally. But when using the “Add items” function on the details tab the item’s Unit price comes in at 0. with the warning message “Minimum gross profit is not satisfied”Sales order preferences Price settings: Validate min. Markup = Warning
Hi everyone,We’re delighted to announce this Community Mentoring session with @Neil Cantral!Business Events for Order ManagementA brief overview of Acumatica Business Events, how they are used to manage orders in a B2B distribution company, and a Q&A.Neil: I’m a leader in the PNW Acumatica Users Group and the Director of IT for Wilmar LLC, a B2B distributor of automotive tools trading under brands like Performance Tool. My Acumatica journey started in 2016 and I’m always happy to talk and share my experience with the platform. My focus over the years has been rooted in the Distribution module with a lot of experience in inventory allocations, reporting, third-party WMS, and customization.Community Mentoring sessions are approximately 30 minutes and limited to small groups (10-12) of members with one of our power users who is an expert on a topic. If this session is one you feel will help you in your journey with Acumatica, please let us know in the comments below. We’ll be selectin
Hello Community, I have a custom screen for demand planning, they capture data in a range of two days. The SOs are shipped in a ranger of 2 days. I am building a dashboard that shows the actual orders against the demand table. The join is requested on date from the SOOrder table and date1 on the demand table. This join omits the data which should be linked to Date2. eg if there was actual 2 orders on the first requested on date and 3 on the second requested on date it won’t show 5 on the sum in the dashboard because the parameter is requested on date. Is there a way joining the tables such that requested on date is linked on both demand date1 and date2.Below is my joinThese are my dashboard parameteres
Cannot transfer items even there is sufficient available/ onhand qty. It validates against a hard qty
Hi, We have an item that shows that there are 73 units available and on-hand qty = 73 as well for a particular lot (inventory summary) However, when we are trying to do a transfer, and it won't allow us to transfer our more than 27 items.Ge the following error: IN Error: The document cannot be saved because the quantity of the MAIN-LBL-SANSBURY-TU-WCWEF-R item with the 000 PAR SAI T1810 ARLO CHARCL lot number is not sufficient for shipping in the D2 warehouse. To be able to save the document with the On Hold status, clear the Allocate Items in Documents on Hold check box on the General tab of the Inventory Preferences (IN101000) form. We could see that in the PX.Objects.IN.INSiteLotSerial, the hard available quantity for this material is 27. Where is this value set from? and this is where the validation gets triggered. What is the difference between hard availability and availability? Does anyone know what the issue here? Thank you!
Good day,Does anyone have a GI or a proposal on how to print multiple purchase orders at that same time. We have a project that requires print outs of the a certain type of purchase. Or does the user need to print them one at the time. Mass print does not work on the GI. Also, PO print/email process is not set up the same as the Sales orders.Any suggestions?
Scenario:SO Shipment is created with Shipment Date = 11/20/2023Shipment is Confirmed in Acumatica on 11/20/2023 so that PaceJet can process it (I don’t like the fact that PaceJet requires Confirmation in order to process shipment, but that’s another topic).Warehouse cannot prepare the shipment until 11/29/2023Shipment is processed in PaceJet on 11/29/2023PaceJet pushes tracking data and attachments to Acumatica on 11/29/2023.PaceJet provided log showing that the integration sent new Shipment Date as 11/29/2023, but the Shipment Date remained as 11/20/2023 in the Acumatica shipment.Since the client is creating Invoices based on Shipment Date, they want to update the Shipment Date to the date when it was processed in PaceJet.PaceJet support says that this is an Acumatica issue.Do you have experience with the PaceJet integration that can help clarifying what the issue is in this case?Thanks
Hi,We are using the Receive and Put Away function in Acumatica.When we scan in the Regular Acumatica Application (on our desktop), there are three distinct sounds for:Correctly scanned barcode Scanning error Release actionProblemWhen we scan in the Acumatica mobile app, there is only sound for correctly scanned barcodes. There is no sound at all for the other two (scanning error and Release action). Is there a setting in the Acumatica mobile app to enable these two sounds?
What is the difference between the Non-Stock Kit Standard Cost and Non-Stock Kit Standard Cost Plus Stock Component Cost?Our current setting is Non-Stock Kit Standard Cost We have a new Kit item including a stocked and non stock components. The sale profitability only pull the cost of the non-stock component of $50, and exclude the cost of the stocked component of $3,160.50. From my understanding, this Ext. Cost from the Issue transaction should be pulled into the Cost on the Sales Profitability. Should I update the setting to Non-Stock Kit Standard Cost Plus Stock Component Cost?
The Purchase Order “Line Total” field is the summary of lines curyExtCost filed which is defined in the POTaxAttribute: PXUnboundFormulaAttribute(typeof(POLine.curyExtCost), typeof(SumCalc<POOrder.curyLineTotal>)).I want to add a condition to the formula to exclude the Cancelled line: PXUnboundFormula(typeof(IIf<Where<POLine.cancelled, Equal<True>>, decimal0, POLine.curyExtCost>), typeof(SumCalc<POOrder.curyLineTotal>)).How can I replace the original PXUnboundFormula with the new one, or can I Remove the old formula and add new formula? Thanks,
I need to display the address from the shipping tab on a Custom GI. Currently i can display the Billing address info without any problems but i am not sure how to display the shpping address. When i inspect the element for the shipping address The data field is AddressLine1, The DataClass is Address, This is the same thing i see when i inspect the element on the Billing tab. The only difference is the ViewName. for the shipping tab the view name is DefLocationAddress. How do i refer to AddressLine1 for the Shipping Tab in a GI?
We are experiencing storage issues due to the number/size of files our teams are uploading. Where can I find/create a list of uploaded files and the associated sizes? Can I build a GI? This information looks to be stored in ‘UploadFileRevisionNoData’ but this doesn’t appear as a table in Generic Inquiries?
If I have 10 different items in a BL (Blanket Order) and l only want to create 1 Child Order with item 3 and 7. How can I do it ? Because right now when i click in “create child orders” automatically the new child order contain all of the products. I only want to make a child order with the products that l select.
We are looking for a way to have Acumatica provide an alternate pick location during the pick process if a sku is not in its expected location. As an example, the mobile app directs the picker to get a quantity of 3 of sku A from pick location 123. The picker goes there and only 2 units are available, even though the system believes 3 should be there. This could be due to a prior receiving issue or miscount. But, we have more units of sku A in other pickable locations. How can we tell the system there is only 2 in location 123 and direct the user to another location where sku A lives to complete the pick process and pick the full order? We don’t want to close out the order as a short ship if we have more units in the building. Ideally, we also want the system to correct the inventory issue in location 123 as well. Thank you!
Hi there,Let’s say that I am creating a picking worksheet record.On the Create Pick List screen I specify the max number of pickers is 1 and create a picking worksheet transaction. After I create a picking worksheet record I realize that I would like to have 2 pickers rather than 1 for this particular worksheet.Can I add a picker to the pickers tab of the Picking Worksheets screen after the worksheet has been created OOTB? Either this is should be customized?Thanks in advance!
Hello, We’ve been using Acumatica WMS for about two years now. We were initially excited about the picking functionality—using a smartphone via the Acumatica app, or a handheld scanner—but it has not lived up to our expectations. I’m curious if anyone is having success? Here are our pain points: In order to pick via the handheld, you also need a printed picking worksheet to know where to go and what to pick. Using the Review screen during the pick is inefficient to look back-and-forth between. I wish the picking screen would tell you more about where to go, what SKUs and quantities to pick, rather than leaving you “blind” to that information. It is therefore much easier for our team to just use the printed picking worksheet to pick orders. Using the handheld takes much longer. As far as I know there’s no way to simply mark a picking worksheet as “picked” in Acumatica. You have to actually scan everything (which takes forever). Therefore our team just deletes the picking worksheet aft
I’ve been digging into some freight margin details lately, and I noticed that some Drop-Shipment Shipments (that are really PO Receipts) have a Freight Cost that is hitting our ARTran table. Does anyone know how that is calculated and why Acumatica automatically applies that (mystery) cost to the Invoice? In our scenario, our Drop-Ship POs are truly not drop-ships, we are purchasing services from a vendor, not physical products. There is no freight cost associated to these receipts, so how/why is that calculated?
When upgrading to a new version of Acumatica, I’ve had to setup a sandbox and test shipments and I’ll encounter this Avalara related error when trying to create an invoice from the Shipments screen SO302000. What has worked to fix this has been changing the Invoice numbering sequence in Acumatica to different sequence so if it’s set to ‘000000’ I’ll update to ‘Test00000’ or something similar.
In the Sales Order , Commission tab , where does the default Salesperson pull the data from? Where can I fill in this information so that every time when create the sales order, it will automatically display the salesperson I wanted Thanks in advance！
I have a situation where kits will be produced in one warehouse then transferred to another warehouse using at transfer sales order. However, when I plan replenishments and don’t have a replenishment method assigned to the kit items in the production warehouse, I cannot get an amount to process in the prepare replenishment grid.I could set up bogus replenishment parameters, but want to avoid that. Any help on planning replenishments for kits? I think maybe there is a gap here. Thanks,Dennis
Hi,Version: - 22.207.0013i would like to add new custom value in reasons combo box of opportunity close won. I unable to add, can anyone give me suggestions for this modification. I tried in this version 22.207.0013I tried as field in the left-hand side, select the field reason click on Combo Box Values,add new values but unable to do it.I need to add custom value in reasons combo box of opportunity won/close.I tried so many times solutions, but it is not working.can anyone help me for this modification? I would like to be able to add additional reasons for marking an opportunity as lost. Has anyone found a way to do this?Thanks in advance.
We create a PO Receipt - then upload the data from Excel into the Issue (in Inventory). All the other column fill in correctly - but the Lot Serial number has to be entered into each line manually.Is there a setting so that the data from the PO Receipt will correctly load into the Issues?Thank you for all your help.
I made a copy of the default Customers GI, we are going to make some changes to this GI. Before making the changes I made a copy of the existing GI and tried to save it. I am receiving the following error. There are no boxes checked for mass update. Please help this is kinda urgent!! Here is the trace log that goes with this error
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