Replies posted by yhartman
Hey,You can utilize MailSettings on the report to default the billing email address on the aging report. To access the billing email, you must connect BAccount and BillingContact to your report (CustomerMaster does not have the billingId). Then, you can add the below into the TO field under mailing Settings.=iif([@CustomerID] <> null, [BillingContact.EMail], '')The above will only populate if a customer is selected.I hope this helps!
Good morning @dhineshan85,What are you scanning that is giving you the error? Assuming you are scanning the item number directly, Acumatica will use the SALES UNIT (BOX) by default. In this case, you will get the above error because you have .5 of a BOX on your shipment and the BOX (12) is greater than 6. To target the CAN UOM, you must enter an alternative ID under the cross-references tab.
Yes, through a customization you can add the relevant columns and the expose them to the mobile device. There are two table used for the receiving and put away screen. The main one being POReceiptLineSplit (which only contains the base UOM information), however, the main table POReceiptLine is tied in to the view as well. You may want to modify the column names for clarity.I hope this helps!
As an alternative to Import Scenario (which might be easier in this case), you can utilize mass updates on Generic Inquiries.To do this, go to (in this case) Customer Locations GI (AR3030P1). Edit the GI. Under the Entry Point tab, select "Enable Mass Record Update." A new tab, "Mass Update Fields," will appear. Add "FOB Point" to the list. Now go to your GI, and under Actions, you will find "Update" or "Update All." The nice thing about this method is that you can update filtered data.Remember the mass update will be available to any user with access to edit the specific form. So you might want to turn off the mass update to avoid user mistakes.I hope this helps!
Calvin,The two statements you have are separated by an "AND," both statements cannot be true at the same time. What you want instead is "OR" in between your two statements. Also, you want to warp both those statements into another bracket to combine them as one. I hope that helps!
Yes, you use the Stock Items screen to add UOM on an item. When entering the item on a Sales Order, you can independently select a sell Warehouse and the UOM. On the Stock Items screen under the Cross-Reference tab, you can add GTINs (Alternate ID) and map them to a UOM you set up on the item. You can input the GTIN in the Inventory ID field on the Sales Order screen, and Acumatica will add the item with configured UOM.
Hi,You can pass information to the carrier through the “Custom Ref. Nbr. 1-2” fields on the shipping packages. The passed information will be displayed on label and, I believe, on the billing as well. You can create a customization to pass information automatically at shipping confirmation.
Hi Calvin,To accomplish what you are looking to do, you will have to add a grouping on the “skid” data field. Once you create a group you will have new sections (group header, group footer) in your report designer. You can then have your skid information and items per skid in the details section. To Add a Group….To add a group click on the general (yellow) area of the report designer. In the properties section press the three dots in on the group field. The “group collection editor” will open. Press add. A new group will be added. In the properties press the three dots for the group field. The “groupexp collection editor” will open. Press add. In the “data field” add the data point you want to group by.
Hi Calvin,I was able to do it in the following way. You should test it to make sure its works as expected. Under Tables > Add the users table Under Relationships > Cross Join ARInvoice to Users Under Parameters > Add UserID the AccessInfo Under Filters > Filter to only show the current user Finally populate the CC field. I would love to hear what others think about method as this is sort of a hack.
When joining two tables, you will get duplicates if one of the tables has duplicates. For instance, one customer can have multiple contacts, so you will get numerous results when joining a customer with various contacts. If your goal is only to show a single record per customer with the default contact, you can join the table as follows defContactID Equal contactID.I hope this helps.
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