Since you are seeing different line numbers on the Sales Order screen versus the report, I think the report is joined to, and displaying, SOLineSplit instead of just SOLine. The split lines can provide useful data like allocations, but additional care has to be taken on reports since you will often want to group by inventoryID.
SOOrderShipment will have the shipment number and invoice number and could be used to complete the link between your shipment and invoice lines.
I don’t use Ship Engine, but it sounds like this may just be a reporting issue. What exactly is it creating multiples of? (Sales Orders, Shipments, SOPackageDetail records, etc.) Is there a particular report or screen generating this info for Customs?
I would suggest looking into the various order types for customer returns. The ‘RM’ order type (generic authorized return) sounds close to what you’re looking to accomplish. You can also create custom order types and automation steps to better fit your business processes.
Bartender has a few options when it comes to data sources. I’d recommend looking into using database connections so you can use Acumatica export scenarios or connect directly to your Acumatica DB.https://support.seagullscientific.com/hc/en-us/articles/204770598-Getting-started-with-database-connections-Video-5-20-
To add to this are there any resources for recommended purging and maintenance? With the end of the year coming up it’d be nice to start planning and testing.
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