To be honest - not sure exactly when it stopped working. We are currently on 2022 R2 build 22.211.0034. We have had some kits setup this way since we started with Acumatica in 2018. That is as close as i can narrow it unfortunately. I should note - we do not use these particular kits as a “sales kit” since there was historically availability calculation issues with Non-stock kits (components would not show demand). We have a customization to use the kits as a shortcut to add items to sales orders instead.
We used to be able to do this, in fact we have a bunch of kits setup this way. Now we can’t create more so I would agree that this is pain point. Not sure which update “fixed” this.
Are you tracking the items physically in a warehouse, or just “on paper”? What we have done is setup specific warehouse locations for defective products. The location is also set to not show in quantities available so it won’t affect purchasing of new stock. In our case we physically track the items, when a customer returns it we create an RMA to receive the stock and put it in the location for defective items. This way you can see transactions related to defective or warranty parts. Once the part has been inspected we either stock adjust it out or also can do a Purchase Return if sending back to the original manufacturer.
We often try to adjust pricing this ways as well (looking at costs to determine margins). There is potential pitfall with using the Last Cost - this is typically the last cost paid to the vendor, in base currency. If you have substantial freight, brokerage etc you will be at risk of not adjusting your sell price correctly. Last Cost is not a Landed Cost like the Average Cost would take into account. Finding the last landed cost is only possible through Inventory Transaction History, making sure the “Include Landed Cost in Unit Cost” is also selected.
The 3rd line can be added, but the quantity would need to show as 0. When you process the shipment to invoice there is an option to “Add SO line” (on 2020R2 anyways). You can add the line from the original Sales Order, however I believe Acumatica will still try to create a shipment if there is a qty there. We have used this just to show there was items not shipped with the order.
I have discovered my issue. My app was up to date, however I had not configured the list view for stock items (IN2025PL) only the form view (IN202500). Many thanks for your assistance!
Your suggestion was my first attempt to make this work. This is my customization:this is the error I receive on the app when it is loading the screen:
Thanks Irina. Did you find out why the alternate ID’s don’t show in vendor prices after the worksheet has been released? In our case there is a vendor cross reference already setup in the stock items screen, these are not new cross references. It seems the only way I can get those alternate ID’s in the vendor prices is by using an import scenario (or manually enter them). Even if I import them through a scenario the next time they are updated using the worksheet method they disappear again. Below is an example of an item loaded into a worksheet by alternate ID, then released. In the vendor prices afterwards the alternate ID is not listed.
Hi Irina We are using 2020R2 Build 20.201.0051. We do have the system set to load vendor prices by alternate ID, my question was related to when the pricesheet is released. The alternate ID does not populate in the Vendor Prices form. See below vendor prices form, all these items were loaded by a vendor price worksheet using the Alternate ID. The alternate ID column is blank.
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