Replies posted by stephenhennelly
Verenia I think was purchased by Oracle Netsuite within the last few months. Most likely not in play anymore for Acumatica. I think that is why it was taken down @mikeschmitt81 I have spoke with a company called PartTrap that has a CPQ for B2B implementations that you may be able to partner with and see if they will provide your needs. I also know Acumatica is looking at options on this front.
@LoriWolfe, there are Sales Profitability reports that show the sold amount of an item on a sales order. (This looks at the actual cost incurred during the sale using the proper tables) Then you could use the Inventory Valuation report to see the cost of the current inventory or even the historical inventory valuation report to see inventory value as of a certain period. It would also be conceivable to create a query that shows an inventory’s current valuation and the amount sold using the inventory transaction tables and inventory status tables.
@ltussing03, this is mostly correct. You should not have to run the maintenance process consistently is my understanding. It is like the Validate Inventory process. It is used to clean up if necessary but could use unwanted consumption on the server if not needed. Otherwise you really just need to run Rough Cut Planning on a daily/weekly basis to build or rebuild the schedule. Every time this is run, it will rebuild the schedule with what was selected. You can also firm orders and keep those orders firmed if you wish to not reschedule them. Then I would use documents/queries like the work center dispatch to report to the users what needs to be done and when. Let me know if this helps.
@LoriWolfe , only items that are invoiced are shown on the sales profitability report. They will not show unless it is invoiced. (Looks at ARTran table) So this report should only show those items that are sold and shipped. Not just booked. Items entered on a sales order are just marked as booked but not sold until you ship and invoice them.
I would like to know if this is possible as well. Outside of naming the file initially when attaching it to the data provider, I do not know if there is a way to define the file name or do it dynamically. I see the option to use Date or Revision in the Export File Name on the File Maintenance > Synchronization tab but do not know if that works or not.
@yisong, I found that if you name the file in your path of the synchronization that it will set the file name accordingly. This is now working at a site where a third party product is picking up this particular file name.
@Freeman Helmuth, I have in the past with customers just had them update the production order details with the correct information (place on hold then modify) or the system also allows you to issue material not previously listed on the production order. This shows on the details with a qty required of zero but with a qty actual. This is useful as you can tell what was not originally on the order. I would just issue the correct color/material and receive back the incorrect item or delete from the details. Unfortunately when the production order is processed, the configuration is locked but for good reason. This is because the configuration could update something that you have issued/consumed and we would not want that. So this is why its typically easier to just update the production order to reflect the change and leave the configuration as is. If the order is just released, set back to plan and update. Otherwise you will most likely need to do the above. Hope this helps.
Login to the community
Social LoginLogin with your Acumatica account
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.