Hi @dougmcbride79.Adding to what @kbeatty21 said. More recently, we have found it is critical to let builds age and read the latest Known Issues document before deciding on which build to go to. The known issues document is great because it groups issues by workspace. It is easy to find issues that may affect you, and which you can just skip right over. Builds used to be a non-event to move to, but unfortunately not recently. It very much depends on which workspaces you use.
@apickard5 My vote is the Business Event is the way to go. They are easier to build, they leave your customer with less technical debt, and changes do not require downtime. Set yourself up with notifications if they fail and send yourself the error message. Leverage Acumatica’s programming - do not create more.
@gdow23 - you are correct!
@bnaumann to address “Available” - Check the Locations tab of the Warehouses Screen (IN204000) to make sure “Include in Qty. Available” is checked. - However, SO’s only look at the warehouse level (not locations) so this is likely not the problem.I wonder if your SO Line has Warehouse “Main” selected.”Qty on Hand” is reported as 0.0. Depending on your configuration you may need to make the Warehouse field visible using the Column Configuration on the the SO line. Column Configuration Inventory, Warehouses, Location tab
There is no DAC I am aware of that stores this information. You could create a SQL View and DAC using GLTran.
Group by INTran.RefNbr. The To Location field is InTran.ToLocationID. I have attached a simple GI to illustrate the outcome.
@caroll42 Yes, I setup the subscriber as an email notification sent to the Business account with an attached remittance. Calling AP642000 (Additional Remittance Form) for batch payment methods. Depending on how you’re using the report, you may have to make a copy of the report and remove the AP Lines Per Stub Filter. We have a modified report for that purpose, I created it for the purpose of reprinting full remittances for other methods of payment. Best,Dan
Hi Melissa,I may be able to help, but can you expand on:When configuring inventory and warehouse settings how do you establish inventory visibility to the subaccount level for kit assemblies?I see potential options of using Base Unit, Posting Class or Item Class to support the accounting of kits at a subaccount level. Possibly include an example of what you want to see for a kit at the sub-account level.Best,Dan
You could try a business event that triggers on delete of the SO line, to cancel the PO line/order and/or sends an email to interested parties that the SO line has been deleted and the linked PO needs to be, or was cancelled.
@vkumar Thank you! That does help because my client does need valuation by every location. They use projects so the project locations are checked as cost separately when the locations are created. In the included screen shot, I selected a part that is in a project location and it does not show the location on the report. Any thoughts on this?
Hi Abe, We are using Field Service and have noticed what you mentioned, have you discovered any tricks? We find it near impossible to get an accurate profit picture by service order without a lot of manual manipulation.
@Tony look at this post for more information:
@jmckinnon , I looked at the SO Quote Notification and noticed that <Print, Send> uses the Report Settings (1st image) and <Actions, Email Quote> uses the Notification Template (2nd image).My experience in setting up Notifications (at least in the Sales Order Workspace) is the Reporting Settings in SO Preferences are used as a default for new Customer Classes. The Notification you want to use must be designated in Customer Classes, Mailing Settings (or customer, but I have never setup things this granular)Unmodified ReportQuote Activities showing two different subject linesCustomer Class
In case @Irina solution does not work for emailing the SO does not work.It is my experience that emailing the SO is unique, I had to put the Notification ID in the report definition.
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