Oops, it just replaced it with a cast error. It’s True and False, vs True and Null. I got it to import. I had an error with unit cost, but just skipped it for now. (That error was just with the item I used to test, hopefully you won’t have it)
I sounds like a recalculate inventory issue, but you mentioned you tried that. If you delete and recreate one of the SOs is it unallocated on the new SO? Is it happening to other items as well?
This topic may help. Do you have Process Machine Learning in automated schedules active?
Do you have more details regarding what trouble are you running into? You should be able to add parameters to filter the Period range to the report.What is your experience level with Report Writer?
https://www.acumatica.com/acumatica-marketplace/advanced-solutions-and-consulting-co-intercompany-accounting-module/I spoke with this company (Advanced Solutions and Consulting) at the summit about their Intercompany Customization. We are still not sure if we will be writing our own customization or giving this one a try. Please reply back on here if you give it a try with how it goes. I’ll do the same.
Try 1 and 0 vs True and Null, that should take care of that error.
Maybe just a typo, Cancelled has 2 Ls. Or does your data source have the same typo?
I like to pull up Account Details for the inventory accounts and filter to show the GL Module. That’s usually how much it’s off. If there are no GL Journal Entries and it somehow got out of balance, you may just have to recalculate the inventory value.It should always stay in balance if no manual Journal Entries are created. But like RoyceLithgo said, the Inventory Valuation Report will give you the Subledger totals to see if they match the GL.
How about an approval map:Filter to Sales Rep Workgroup and the order types they can’t create. Then require approval from an employee in the customer service workgroup. I realize filtering the list would be ideal, but this way it prevents it from moving forward and it gets Customer Service involved if a Sales Rep creates one for some reason.
Do your items have a default location selected? If not you may need to click on allocations on the SO and assign a location. But setting a default location to your items may help.
Maybe play with the GL accounts, costing method and variance accounts to get it to behave like it’s non-stock. For example set the Standard Cost to 0, but change the variance account to the expense account. So the full receipt value will be expensed right away and no value will be added to the balance sheet. Then they can use location like they do with their stock items. It sounds like they are stock item but they don’t want it on the balance sheet? Would the above example or something similar meet their requirements?
Are there going to be grouping options, for example a daily import into a single Sales Order? We have a few hundred very small orders per day, there’s really not much value in having a sales order for every order since we fulfill using a different system in parallel. Or at least not a value greater than the cost to upgrade the license to allow for more transactions. Or will there be a pricing model that helps address that? We also use Shopify with an even greater order volume.
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