Inventory, Orders Management, Warehouse Operations
- 914 Topics
- 3,449 Replies
Hello, I know we are having “Inventory Balance” report (IN615000) and “Historical Inventory Balance” report (IN616000). However, Inventory balance report is something like real-time balance, it displays the balance at the time of the report running. History inventory balance can only display the beginning and ending balance of selected periods. If my requirement is to record and display the entire warehouse’s inventory balance of each day for the coming week, like from Monday to Sunday. What is the quickest/simplest way to do it. All I can think out of is to set a schedule that run “Inventory Balance” on 00:01 every day, and sent this record out as email. And in the final day, I merge them into one excel. This is a workable way, but could it be better?
HELP!! Error An error occurred during processing of the field PaymentMethodID: Error: An error occurred during processing of the field Last Modified On: Specified cast is not valid...
Any help would be greatly appreciated!I cannot prepare invoices AT ALL! I am not sure what changed but if anyone has any idea how to get this fixed i would really appreciate it, need this fixed asap :( Thanks!
I was able to set up 7 email accounts successfully.. but have 4 more to do and this is the error i keep getting: The mail send has failed.535 5.7.3 Authentication unsuccessful [BL0PR0102CA0020.prod.exchangelabs.com]I use the same exact settings as the ones that did work but it still fails. HELP! I am so lost as to why this wont work.
Error: The entry form (ID: SO301000, title: Sales Orders) cannot be automated. Object reference not set to an instance of an object.
Please help! We are down!Has anyone ever seen this happen before? I cant access my sales orders, this is the error message that pops up:Error: The entry form (ID: SO301000, title: Sales Orders) cannot be automated. Object reference not set to an instance of an object.
Hello , I am using 2020 R1. Correct me if I am wrong, it seems to me the “Invoice cancellation ” function is duplicated with “Invoice correction” function. Or even worse, it is not very straight forward or some how confusing. According to the help doc, the credit memo only off set the Invoice total, it did not return/add inventory back. And it makes the shipment back to “confirmed” status. however, User can NOT correct this shipment or delete this shipment.Yes， It might be the IN issue is released. But in most cases, it is released at that time.So in this case, what can I do with this “confirmed” shipment.It seems to me I can only proceed it to another invoice, then what is the difference with “correct invoice” function? Moreover, if User looking for a “”REAL” cancellation, which offset the AR and put all inventory back, what is the quickest way for user to do? Please Advise. Thank you.
Hi,On this marketplace page for EasyPost: https://www.acumatica.com/acumatica-marketplace/easypost-shipping-integration/There is an image with the PX.EasyPostCarrier.EasyPost Plug-In. I was wondering if this is available somewhere. I did reach out to EasyPost support and the support person was not familiar with integration. https://cdn.acumatica.com/content/plugins/ac-marketplace/uploads/EASYPOST/ISV-Solutions-796-1Manage-ISV-Solutions-for-ISV727-1ScreenShot1.PNGIs that available for testing in 2020 R1?Thank you
Hello I'm attempting to create a single import scenario on InventoryItem attributes to update any item attributes without overriding the existing data. When running an import scenario with item InventoryItem attributes, if a field is empty on the import source sheet, then on import, it will override the data in the destination in that field and make it blank. I tested in the mapping sections using ISNULL([WILDLIFE],[Answers.Value]) in the Source field/Value, and had success. The issue I face is attributes that are checkboxes. The date gets imported as "False". I tried various IIF statements, with and without converting the data to different data types, and still no success.
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
Hi,is it possible to take existing item codes and add attributes. E.g. An existing Inventory item = W-01. I want to use the Matrix Items to add combinations of this item. So …. W-01-BLK-2.8; W-01-RED-2.8 etc…Can I do this? I have tried to add the Inventory item as an attribute but had no luck. I don’t want to have to manually enter 200 templates with the Inventory ID. Any help appreciated.Cheers,Laura
We have a customer that requires the use of data matrix barcodes containing multiple pieces of data (Item barcode and serial number). The Acumatica WMS will read this type of 2D barcode, but we are not able to print them in order to label items.What solutions or ISVs are available to allow us to print the product labels?
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?
Hello EveryoneWe have a problem with the size of the database due to the emails and attachements.Is there something we can do in order not to save these emails with their attachements ? a setting we missed? If not a possibility of a purge of the data we don’t need ?Any ideas Thnx;
Hello,I have made some researches but cannot find anything with similar functionality to Blanket Purchase Order for Outbound - Sales Order & Customers. I know there is also Customer Contract but it seems to be only for non-stock items.What I need exactly it is a kind of frame agreement with Customer with fixed quantity to be purchased in fixed period of time. Then in relation to that frame, call offs order will be pre-set and periodically adjusted and proceeded. Then later all have to be link to MRP.I would be grateful if somebody had some suggestions or share with experience how to proceed this process or similar one in Acumatica.Thank you in advance.
We are starting to think about how we will utilize locations within warehouses to keep tighter tracking and control over where our items are physically located. In that context, we are trying to figure out what the actual workflow would be when it relates to performing physical inventory counts and review. I have read the documentation, but I'm wondering how to best think through the below scenario.Let's say to start, that we have 10 serial items across 5 locations (so let's assume 2 in each location). And assume that all these locations are in the same warehouse.2 weeks go by, and there is movement between these locations by way of the inventory transfer document process. But for this example, let's say that users didn’t perform the inventory transfer as they physically moved the items between locations 100% of the time.So at this point, where acumatica thinks the serial items are doesn't reflect the reality of where they are.So now we do Physical inventory for this warehouse (all 5 l
Hello, we are using 2020R2, Build 20.203.0028. Our operation stuff report an issue, that 1 shipment is still confirmed status while the invoice and IN issue doc already been generated and released. I don’t know the user’s steps and he could not remember. And this issue happens to only 1 shipment not all. And previously in 2020r1, we didn’t encounter this kind of issue. So my large guess it is causing by our recent upgrading from 2020r1 to 2020r2. see below: Since this issue happened only once, the root cause might not be easily found.Can anyone firstly give me some directions to quickly fix it, I mean, might correct the shipment status to right.If I simply update it in DB to status completed? Is it a good way to go?And if the root cause could be guessed out, it would be very helpful for us to prevent this same kind of issue in the future.Thank you.
'Branch ID cannot be empty' warning pops out while save the sales order even the Multi Branches feature is not enabled
Under Acumatica 2020R2 version , user just define one company which belongs to ‘Without Branches’ Type ,however while create a new sales order /direct invoice ,system will pop out the warning shows that [Branch ID cannot be empty ]at the moment user clicks on Save button to save the sales order .End up the order is saved but what may be the reason trigger such warning . Do refer attach for issues showing .Hope can get some advice for this .Appreciate.
Hello, we have hundreds of customers, just some of which are requiring to receive order confirmation after the so is placed. To click the “email sales order” is just 1 click, however, sometimes the salesperson would forget. How can I set the automation just for some customers?
My company adds $3.75 handling fee to outbound UPS shipments. This amount is added to the freight cost we incur from the carrier (UPS), the sum of the two quantities (freight cost + our handling fee) are combined and billed to the customer on their invoice. I see handling charges can be added using SHIPPING TERMS, which can be assigned within CUSTOMER CLASSES. However, if I have a sale that is delivered via my company’s truck or if the customer picks up at my facility there should not be a shipping and handling charge. I’d like to avoid relying on users to manually change the SHIPPING TERMS on a sales order each time there is a customer pickup or deliver via our truck. Is there a way to attach the shipping and handling charge to SHIP VIA or CARRIER so this is automated? There must be something I’m missing in order to accomplish this. We are not the only company to use freight padding.Thank you,Matt
Hi all,I have searched high and low for this but cant seem to find an answer.Is it possible for a direct vendor return without the item returning back into our warehouseHere is the scenarioCustomer orders item, item is fault, vendor says they will pick it up from the customer, I will credit the customer and the vendor will credit meIt appears to me that I can only create a customer return to bring it back into stock and then a purchase return to send it back to the vendor so the item does look like it was returned to my warehouse at some point when it was not
We have a client that would like the ability to have file attachments (PDFs) automatically attached to customer opportunity files in Acumatica. We were thinking this might be triggered by a string in the subject line of the email that identifies the opportunity or customer.Has anyone done this, or is it doable? Thanks,Scott
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