Hi @MarciaW , were you able to come up with a solution for this? Doesn’t seem like PO-to-Order cost is displayed on the profitability analysis GIs/reports. This is because the PO Receipt cost is not registered on the ARTran.Cost field. Wondering if you found a good solution for this one? Thanks!
@mdoerr - probably best to chat over a meeting. I can connect after 1:00 pm PST today. Let me know if you got some availability.
How about doing an inventory transfer to “Stagged” location?
shoot me an email - eshahid@crestwood.com and we can take it there.
@MarciaW - Thank you for sharing the GIs. This helps me get started with the GIs, as I did plan to manage this through custom GIs if I didn’t find anything in the core product.I went through 2022R2 release notes but do not see an improvement coming to purchase-to-order cost tracking in the sales order scenarios. :(. But I believe there is an improvement on the service order side of things.
Hi @Dana Moffat - I have a client looking for auto-allocation once stock items are received. I am wondering if I should explore the customization route, perhaps from Aktion, or should I wait for this to be released in the core product, if in case it’s coming in soon.I’ll also further explore the process listed here - Just looking for the next best steps. Thanks.
Thanks Dana. I’ll review options with client.
@MarciaW - thank you so much! It was a good place to start for me!
@sroberts29 - you can create an allocation rule to reverse the stock item cost and qty values entered into the project via project transaction. This will solve your duplication issue. @Anacarina Calvo - Glad to know this is resolved in the newer builds/version.
If you are business that rents out equipment to your customers, IIG has a rental solution that adds functionality to manage rentals on the sales order screen. Details here - https://www.acumatica.com/acumatica-marketplace/iig-acuboost-rental-order-processing/
@ptingle10 - if I recall correctly, your test results align with my understanding of how the system operates. If you are using a non-stock (service) item on the appointment screen for labor hours, the system will not create a labor GL batch. The non-stock item cost goes to the Project module via a project transaction, but no GL batch is generated. This might not be an issue for some businesses, because they can still see labor COGS for the service on the project level. For the actual labor cost to show on the financial statements, it will come from the payroll journal entry anyway. If you must create a GL entry for the labor transaction, the following config might work:Set your labor non-stock item to a unit cost of $0 This will still post hours to the project using your current Run Billing function Create an allocation rule to remove out these hours from the project The idea is to clear out any dollars or hours posted to the project from the Run Billing Process Setup Time Activi
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