David. I feel kinda crazy, but I now can’t get this to work right. Are you able to, for instance, see the schedule for the entity Customer? I just keep getting Prepare Shipments. I can’t get it to see other Entities. What am I doing wrong?
David. Thank you so much. I wasn’t aware of the Icon at top for Schedule. This helps so much.
The balance was applied at some point, so it is not reflected in current AR Aging
Are there Replenishment Settings we can use for Items we don’t want to stock, but only want to show up in Replenishment when they appear on a Sales Orders? This would solve a problem we have.
Disregard my question above. Now I see a difference on this Item in the Replenishment Source causing I think the Replane scenario you described
So are you saying I should just ignore anything that shows as Replaned?
We don’t have these items in any of our warehouses to transfer. They have to be put on a Purchase Order to get in stock, right?
RezaUnderstood. thank you for the clarification.
vkumarThank you for your help. But in this instance we only want the check in the Load Documents box to be unchecked. Our Customers Profiles do not have the Auto Apply payment box checked, which is the way we want it. Does this make sense?
If we add an Item Class Replenishment setting, would if affect the items in this Item Class that do have replenishment settings that we need to keep?
I was able to solve my problem using Restriction Groups.Since I am the Salesperson for this account and the Items to restrict should only ever be sold to this one account, I made the restriction relationship between the Items and the User, me (as recommended by Reza above). I also put non-salesperson users in this group, so our buyer, etc… can see these items.This is an elegant solution for us. I greatly appreciate everyone’s input and help.
Laura02 i followed your steps and did the Apply Restriction Settings to All Items. Didn’t work. Still lets me sell items to all customers. Any ideas what to try next?
umeshramaswamy82 Dana Moffat I would like to try the solution of Restriction Group for Items to a single customer. What would be best way for me to learn the steps for this action?
estebanperalta54 I moved product into a new Warehouse Location via the Location Table. But when i need to sell the item to the customer, i check Allow Sales in that location, but i get error when making a shipment that says, “no items in warehouse to ship” Any ideas?
Thank you kbeatty21, your answer is very helpful.
Thank you, Laura for the fast reply. I will try this in Sandbox. How do I access Report Designer?
LauraThank you for the reply. I did get a response from a person at Acumatica University. They fixed the situation and I am now able to Sign In. Thanks again.
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