Inventory, Orders Management, Warehouse Operations
- 1,036 Topics
- 4,013 Replies
2-step Transfer receipt, can't complete in mobile app 2021R1?
I have a customer who has been anxiously waiting for the ability to complete a 2-step transfer on the mobile app. I see now that you can actually select Transfer Receipt as on option under Purchase Receipts:However, all I seem to be able to do is create the record. I can’t find anywhere to enter the Transfer Order to receive. Help?Thanks!
What is the most efficient way of satisfying customer orders when you dont have enough inventory ?
We are trying to work out how to automate the allocation of stock to orders which cannot be fully completed.There is no process to automatically “allocate” stock to orders. It would be great if there was.Due to stock shortages and the need to keep customers happy our client has to manually allocate stock to orders which is very time consuming. Some customers end up getting 10% of the order, some all of it if it is a very large order; there are many factors that come into play. Thanks
Colorado Retail Delivery Fee
Does anyone know of a way to handle the new CO Retail Delivery Fee ($.27 beginning July 1, 2022) either with Avatax or without? Avalara had sent out communications regarding this which stated to perform the following: Merchants subject to this fee will need to add a $0 line item to their orders with the OF400000 tax code. I’m unsure as to how this would be done in Acumatica. Perhaps someone from Acumatica may know if there will be something released in a new build perhaps?
Shipment status broken again, confirmed status shipment can neither be prepared invoice nor correct shipment.
Hello, We are using 2020R2 103 version. We encountered another shipment status issue. We are having shipment as status “confirmed”.However, the user can not “prepare invoice” based on it. It will show error: And, the user can not “correct shipment” . It will show error: I checked the Database, it looks like for some unknown reason , the “confirmed” column has not been set to 1. This is the second time, our user met the status mess up issue. Unfortunately, we do not know how to reproduce it.Can Acumatica developers do an in-depth research to solve the root cause?
Sales Quote(CR604500) to include Ship to address
We are trying to show the ship to on the Sales quote but not having any luck finding the link. We want to use the ship address in the opportunity and it comes from the CRShippingAddress table. What would be the best way to link them? We have tried the @opportunity @quote but it doubles prints each item in the quote.
Multiple open shipments on one Sales Order simultaneously
My client needs the ability to have multiple shipment open on a sales order simultaneously. The create shipments to tell the warehouse to prepare configuration of the shipping items, prepares a pro-forma invoice, and creates a shipment to send to US Customs.What have others done for their clients to achieve this or this type of need, workflow customizations?
Remove Unused Warehouses from stock item page
Hello, We have multiple warehouses, some of them are no longer in use. I made the warehouses inactive on IN204000, but the lines still show up on the warehouse tab of the stock items (IN202500). How do I make it so that these inactive warehouses are no longer showing up in the list on each item? In the example screenshot both ‘SAN’ and ‘ONT’ warehouses are already listed as inactive, yet still appear on the list. Thanks! Edit: I am looking to do this for all of our inventory items as these warehouses are permanently deactivated. Doing them one at a time is simply not feasible.
How do create Sale Order Credit Memo without affecting the stock?
HI All,I have read the help topic from Acumatica system and read Processing Return for Credit Without Receipt (below link) mention “return without receipt and shipment’.https://aneximports.acumatica.com/(W(44))/Help?CompanyID=Anex+Select+Imports+Ltd.&ScreenId=ShowWiki&pageid=7251c08c-2dc9-4c25-9193-6bb81568e541I read through the whole document and the only suggestion is to turn off “Automatically Release IN Documents” in Sales Orders Preferences so it don’t issue automatically. This is a very tedious solution as I understand it as for all Sales Orders will now need to manually be issue, which will cause a lot more work then just do a credit memo then adjust the items that were return by the CM. Does anyone have a better way to solve this issue? I need to create Credit Memo that show the stock items while not return them back to the system. The old system I used would ask me if I want to return item back to stock which was a nice feature, and I am surprise Acumatica don’t have s
22R2 Upgrade Stock Items Returning Duplicates
I am working in the sandbox right now and trying to add “last cost” “avg. cost” and “qty on hand” to the generic inquiry.. as soon as i add “INItemCost” it returns duplicate lines on my inquiry results. Here are the relationsi i currently have (before i add INItemCost) Anyone have any ideas?
How to Process Requisition Requests with Non-existing items
We are new to acumatica and trying to use the Purchase Request / Requisition process. In our legacy system the users will make purchase request for known and unknown items. In acumatica we are able to make the requests for unknown items however, when our purchasing personal try to create the requisition from the request we get errors as the ItemID does not exist. Is there a workflow where you can take the request item information and create a new item from it? Or does anyone have any ideas on how you could allow requestors to make a request for non-existing items or vendors?
Does Acumatica have built in Carrier Label formats?
I am trying to set up my Carrier Labels for both UPS and FedEx integrations. I have verified UPS and FedEx have a ZPL label format file type chosen.Do I have to go to Report Designer for the Carrier Label form and build a label from scratch? I assumed Acumatica, via its connections built in for UPS, would have a UPS label file already built.
Hi,I have done Custom in Purchase Order ScreenIn POLine level am trying to update Curyunitcost according to InventoryID -(Stock Item screen-Valuation Method-Specific)equal to 0it is updating but in header order total is updating with the price cost which is defined in stock items screen..From Where it is getting updating am not knowing..Please Suggest me with the Proper solution
SO Shipments moving inventory in transit
Hello, apologies for the long question.I am working to setup Acumatica and noticed the handling of inventory for Sales Order shipments is different than every system I have worked on in the past. With our current configuration, when you create shipment for a Sales order you stop just short of Updating IN. This is because one you Update IN it creates the inventory COGS transaction on the PL. We do not invoice and recognize the revenue, until the product is delivered to our customers. So if you do Update IN this creates a disconnect between revenue and expense (not an option). However, if you do not Update IN the inventory remains “On Hand” at the warehouse and all reporting shows those quantities on hand. What I would prefer to see is that inventory moved to In Transit until the SO is invoices at which time the inventory is expenses and the Receivable is created. Due to the inventory remaining ON Hand I am having a difficult time reconciling physical counts at our sites and creates a hu
Block Items not allocated to the PO Vendor
Every Purchase Order requires a Vendor. Every Item has a Vendor attached to it. How do I tell a PO to only allow line items who are set for the vendor on the PO? Example: I am buying from Bob on a PO, but Acumatica lets me try to buy an item that is only sold by Frank. If a PO is for Bob, why can’t the item selector only show me items buyable from Bob? I don’t care about the things I can buy from Frank. This would also help ensure that the vendors are attached properly (like Bob sells Milk, but I don’t see Milk on my list, so I know something is off on the item). Hopefully this is a toggle somewhere I’m missing.
Volume-based price breaks at item class or price class level?
I know how to create volume-based price breaks for individual items in the Sales Prices worksheet. However, it would be a lot more convenient if we could set volume-based price breaks at the item class level. For example, if the customer orders over 1000 lbs, then reduce the base price by 10%.Is it possible to do this in Acumatica?
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