I am interested in smart substitutions. We would like to replicate what our current system does today: The item can be assigned to another item as either a “regular” sub or a “mandatory” sub or a sub based on qty available for the original sub. A regular sub:works the same as the way acumatica does for non-required subs. The salesperson has the option to accept the sub or not. Also, the salesperson has the option to accept the price of the sub or to apply the price of the original itemAlways sub an item, whether we have qty available of the original item or not <= We call this mandatory subIn this scenario, the system will always sub the item, without human intervention, regardless of whether we have qty available of the original item or not. In this setup, we also want to specify what price we should use, either the price of the original item or the price of the subSend the qty available of the original item and then the sub if we still haven’t fulfilled the order. <= We call t
Hi Kandy, Yes. I was hoping that the system would automatically sub the item 😕 Thanks for the info
Hi Kandy.Thanks for the quick reply…Kind of. I was hoping that Acumatica would do 2 things per scenario:Kind of like a decision table: But I am not sure if I am misunderstanding the “Customer Approval Not Needed” and “Required” checkboxes functionality or, if the functionality as I describe it and need it, does not exist.
That’s what it was!After I added the user id to the GL Account Access I was able to get into the cash account.Thank you so much.
Thanks for the quick reply:This is what I have
Thank you Laura.Here are the answers to your questions. Thanks in advance for your help With the current role that gives an error when clicking the cash account, does the same error appear on every cash account, or only one cash account?We only 2 accounts and yes, the error shows on bothHave you ruled out if anything other than the new role could be the cause? : If you take the user out of the new role and place them in a ‘canned role’ such as CA Admin, or Administrator instead of the new role, does the same cash account appear on screen for the same user? With CA Admin = Yes, the Cash Accounts show up but still get the error when I click on them to editI get the same error if I assign the account to the Admin roleAfter seeing the error, click on Tools, Trace and see if you can find any other error messages. TraceI’ve seen “Cannot open Record - the form does not contain it” message before, but not in Cash Accounts.I saw it before in Employee Settings in Payroll after deleting a Pay Gr
I would love to. My email is o.lieves@rdpfs.com
We are implementing BFC as our WMS with Acumatica as the ERP.In your example, Are you “receiving” the freight line? I am guessing that receiving the freight non-stock item line would increase your expense account.If we process a landed cost document to increase the cost of the stock items received, how are you handling the expense cost? are you doing a manual JE to clear it?
This is fantastic. Thank you
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