Hello, I met a case, user miss put 66.2 cases line item on invoice, which should be 66.2 lb. The “real” shipment is 66.2 lb. And AR total is correct. So it is just system document typo error. Then I manually created a credit memo, which is to get 66.2 cases back(virtually) and issue 66.2 lb. Then I found out the IN issues based on this credit memo is automatically released. However, the cost of the returned 66.2 cases is 0. Which I’d like to be the same cost as the sold items. Such as $6 per cases. It might be my mistake, that I just added the credit memo lines manually. I am not sure, if I used the “add return line” function, whether the cost would be input as I expected. But sometimes it is the quickest way to do it, and users are preferring using this way (add lines directly), because it is quick. If I would like the customer return at original cost, what is the best way to do it?
Hello,My company will be receiving purchased inventory directly to the warehouse, and storing it from there. The warehouse team will be using scanners to automate the process, and they are equipped with PO Receivers we’ve provided to them (With barcodes for both PO and Inventory Items), and Location Barcodes.What we’d like to happen is they remotely use the Receive and Put Away function to create a purchase receipt (with auto generated serials) against against the PO for the corresponding inventory that they are receiving. It should be simple, however I cannot get the Receive and Put Away function to accept a purchase order number/barcode. It only asks for a purchase receipt, which defeats the purpose as the warehouse team is the first to receive it.Am I missing something? Any help provided would be greatly appreciated!!!
Has anyone else seen this issue in an upgrade to 22 R1? STAT ledger changed ledger types from statistical (20 R2) to budget (22 R1). This causes an issue where postings can no longer be made on the JT screen due to the ledger change.I’ve opened a high priority case with Acumatica support on this but wanted to see if anyone else has experienced this. I checked our other clients who have moved to 22 R1, and they did not have statistical ledgers setup to verify if others have been affected by this.
'Branch ID cannot be empty' warning pops out while save the sales order even the Multi Branches feature is not enabled
Under Acumatica 2020R2 version , user just define one company which belongs to ‘Without Branches’ Type ,however while create a new sales order /direct invoice ,system will pop out the warning shows that [Branch ID cannot be empty ]at the moment user clicks on Save button to save the sales order .End up the order is saved but what may be the reason trigger such warning . Do refer attach for issues showing .Hope can get some advice for this .Appreciate.
I was wondering if anyone can help me look behind the scenes and figure out if the Notes on the payment application is tied to any other record?We would like for it to be tied directly to the invoice itself, so notes on the invoice appear on the line item in the payment record. However, the note field on the payment does not appear to be tied to the invoice, the line item on the invoice, the journal transaction, or anything else that I can see. Any thoughts or help on this would be much appreciated!! Notes in question are highlighted in redSee notes active here that do not pass through to the payment
I would like to add an step in the AP Bills approval when the difference in price between the vendor’s invoice and the PO receipt is greater than 10%. I can only find in the AP Bills approval map an option for PO PPV Amount is greater/less/ than a particular amount but not nothing that I can use for %. Any ideas on how to handle this?
Hello Team,I have been working on AP side Bill Payment Processing. There is a scenario in which the Bills are created with different Vendor Name and get released and now while making the Payments I need to apply the same Bills using “Document to Apply” for a different Vendor. eg. I have Bill Payment with the Vendor Name “XYZ” and Bill has been created with the Vendor name “ABC”. How to apply Bills of different Vendor Name to the Payment ?. Does Parent child relationship will work here?
Let’s say that we have 2 different warehouses, MAIN warehouse, and another warehouse in a different city that is SECONDARY warehouse. We create a sales order with 9 items from MAIN warehouse, but one item is only available in SECONDARY warehouse. We want to transfer the stcok required from SECONDARY warehouse to MAIN warehouse, for inclusion in the customer’s order for one consolidated delivery all at the same time.Is there a way to transfer this inventory from SECONDARY warehouse to MAIN warehouse, for consolidation into the single order automatically? (the alternative of course is to transfer first, and then add to the customer’s order, but this runs ths risk that someone else grabs that inventory after the transfer to the MAIN warehouse).
Hi, We are going to have clients log into to Acumatica. But they will need to view only their customer account in Receivables and their relevant stock and non- stock items related to the item class. Here are the screenshots for my Restriction Group Setup for Inventory Item by Item Class. Note there is only ONE company not multiple companies. Here is the user that will only have access to the TXC item class. Here is the setup to restrict access to the item class. Note nothing was done in Inventory Items since they are grouped under the Item Classes. When I log in as that user all of the inventory amounts still show. What am I doing wrong any help would be appreciated:
Stock Item that is shipped and received multiple times throughout its life (It is a loaner product for customer to temporarily use and send back)This serial number was used on a receipt.Then shipped out.On a new receipt in the shipping window, an error message is displayed saying “IN Error: Serial Number “12345” for item “abcd” is already received in “Previous shipment ID”Is there a way to continue to use the proper serial number for multiple shipments and receipts?
I am new to Acumatica. We have one client who only has one entity setup (no branches/multiple companies) In the past there was no need to setup a default payment method and cash account for each vendor (single entity). However, when I try to hit the Pay button I get an error message pops up (See second screenshot). Also when I go to Prepare Payments not everything is showing up. Note: In A/P preferences the item to require approval for payments is not selected. Let me know if something changed recently or is it now a requirement to have the vendor or vendor class have a Payment Method and Cash Account selection. (This is even though there is no* by the field). Any help would be appreciated. Thanks, Frances Pantelidakis
I’m not sure if this is a glitch in Acumatica or a setup issue on our end. Bank reconciliation is showing the direct deposit batch total as one line on the bank rec (which is how we have it setup in the bank and what we want) and no individual pay stubs; but once the bank rec is released, the individual pay stubs show in bank transaction details as cleared but not reconciled. In next reconciliation the individual pay checks show up for some reason as ready to be reconciled with the cleared box checked. Users cannot reconcile the individual pay stubs because they have already reconciled the whole direct deposit batch in the previous reconciliation. It is like a flip gets switched once the direct deposit batch is reconciled and released that marks the pay stubs as cleared but not reconciled and then allows individual the pay stubs to then show up in the bank rec. I can’t figure out why the individual pay stubs are 1-not being marked reconciled when the full batch is reconciled, and 2-why
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