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Topics started by stacy16

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stacy16Varsity I

posted in Develop Customizations

Customizing an existing screen to add a new tab

Hi All!I have been trying to figure out how to customize an existing screen to add a tab in the stock item that is the same set up as cross reference tab, but for customer forecasting. I also would need to be able to have a user input field so we can manually input/update/change the customers forecast for that part. Then we would be able to run a report of actual vs. forecast for each item by customer. Any help or input is greatly appreciated, and any other ideas as to how to accomplish this is welcomed as well. Thanks!!

1 year ago

stacy16Varsity I

asked in Distribution

22R2 Upgrade Stock Items Returning Duplicates

I am working in the sandbox right now and trying to add “last cost” “avg. cost” and “qty on hand” to the generic inquiry.. as soon as i add “INItemCost” it returns duplicate lines on my inquiry results. Here are the relationsi i currently have (before i add INItemCost) Anyone have any ideas?

1 year ago

stacy16Varsity I

asked in Distribution

Sales Order Notifications not sending to all emails listed to send to

Can anyone help me with this?It is only sending to the first email in the list

2 years ago

stacy16Varsity I

asked in Distribution

Office 365 email server set up error - Authentication failed

I was able to set up 7 email accounts successfully.. but have 4 more to do and this is the error i keep getting: The mail send has failed.535 5.7.3 Authentication unsuccessful [BL0PR0102CA0020.prod.exchangelabs.com]I use the same exact settings as the ones that did work but it still fails. HELP! I am so lost as to why this wont work.

1 year ago

stacy16Varsity I

asked in Distribution

sales posted to incorrect branch

We have 2 branches and i had some sales that were recorded on to the wrong branch.. I reclassified them on the sales order but they are not showing up correctly on the sales profitability by salesperson and customer report. What else do i need to do to get them to show up correctly? I looked into the invoice payment as well but i am not able to reclassify those transactions :/ Help please!

10 months ago

stacy16Varsity I

asked in Distribution

Issue with displaying Inventory ID in mobile app

I cannot figure out why the Inventory ID field in the mobile app is showing as the Inventory ID description, but on the GI it shows correctly. Anyone have any ideas?

3 years ago

stacy16Varsity I

asked in Reports and Generic Inquires

receiving an error when retrieveing odata feed in excel

This is the error i get (see below)Everything was working fine yesterday and today it is saying it can’t connect. Anyone have an ideas? these excel odata pivto tables a critical to how we operate :/Any help is greatly appreciated!

1 year ago

stacy16Varsity I

asked in Distribution

Changing the order of the TABS in the sales order entry screen

Hello everyone!Is there anyway i can change the order of the tabs in the sales order screen?We are wanting to move the “ADDRESSES” tab to be in between the “SHIPPING” tab and “DISCOUNTS” tab. When i look in the customization screen, it appears that the order in the screen editor is correct but it does not display in ACM that way?Any ideas?Thanks! :)

3 years ago

stacy16Varsity I

asked in Distribution

Anyone have any ideas what happened? It was working fine early last week but now none of the purchase order notification emails are processing and sending? Everything else is sending fine? Any help would be appreciated! Thank you!

1 year ago

stacy16Varsity I

asked in Distribution

HELP!! Error An error occurred during processing of the field PaymentMethodID: Error: An error occurred during processing of the field Last Modified On: Specified cast is not valid...

Any help would be greatly appreciated!I cannot prepare invoices AT ALL! I am not sure what changed but if anyone has any idea how to get this fixed i would really appreciate it, need this fixed asap :( Thanks!

1 year ago

stacy16Varsity I

asked in Distribution

Mobile App Sales Orders

After updating from 2020R1 to 2021R1, i went to create a quote in the mobile app and this is what popped up. Does anyone know if this is something that needs to be fixed at the inquiry level or customization level? I am not sure where to start.Thanks!

3 years ago

stacy16Varsity I

asked in Financials

Deposit clearing cash account showing a balance after deposit has been made

Hello!Is there a reason there would be a balance left in my deposit clearing cash account after i have already done all the deposits and “cleared” the cash out?Any help would be appreciated! :)Thank you!

1 month ago

stacy16Varsity I

asked in Reports and Generic Inquires

Backorder Inquiry in 2023R2

In our previous version of ACM (2022R2) i had made a generic inquiry that was a central place to see all items that are backordered. I am currently testing in the 23R2 sandbox and that inquiry will not work. Here is what it looks like in our current LIVE 22R2 version. I am not sure how to fix it in the new version.. it looks like they changed some DAC’s.. Can anyone help? Thank you! :)

8 months ago

stacy16Varsity I

asked in Everything Else

Setting a reminder on tasks in the CRM

When I check the reminder box in any activity, event, task, etc.. (See below) Nothing happens.. Is there a business event I need to set up to send a reminder email? Any info or help on this would be very much appreciated :) Thank you!

11 months ago

stacy16Varsity I

asked in CRM

When converting a sales quote from the CRM to a sales order, branch is not correct

Good morning!When i convert a sales quote int he CRM to a sales order, it assigns the wrong branch. Is there a setting somewhere that i can manage this through? the sales quote in the CRM does not have the option to choose a branch so when it is converted i guess it just automatically defaults to our ABC branch? I feel like i am just missing a setting somewhere but i have looked and can not figure out where it would be. Any help is much appreciated :) Thanks in advance!

1 year ago

stacy16Varsity I

asked in Distribution

adding a credit memo to a quote

Is there any way to reference a credit memo in a quote? We are offering a “credit” for a trade in stock item and want to be able to show that credit on the quote. Any ideas? Thanks in advance!

1 year ago

stacy16Varsity I

asked in Distribution

SO Line Status

Hi!I run a report for our sales team every week that includes the following: The problem with this report is that the column “OrderStatus” gives me that status of the sales order, when i really need the status of the sales order line. Ex: The sales order has 5 lines on it, 4 of the 5 lines are shipping but the one that is not shipping shows up on the report with a status of “shipping” because the status of the sales order is shipping but the line is not. Is there anyway to get a line status put in there?

3 years ago

stacy16Varsity I

asked in Distribution

Sales Rep Assignment

Hi Everyone!Does anyone know of a way to assign sales reps in Acumatica based on item class and customer/business account at the time of sales order entry?Example: IF item class = Consignment, THEN Sales Rep = Business Account OwnerAny help would be greatly appreciated :)Thank you!

3 years ago

stacy16Varsity I

asked in Distribution

Error: The entry form (ID: SO301000, title: Sales Orders) cannot be automated. Object reference not set to an instance of an object.

Please help! We are down!Has anyone ever seen this happen before? I cant access my sales orders, this is the error message that pops up:Error: The entry form (ID: SO301000, title: Sales Orders) cannot be automated. Object reference not set to an instance of an object.

11 months ago

stacy16Varsity I

asked in Distribution

Average cost not pulling for multiple part numbers

Was working on price increases and looking at margin and I am showing quite a few parts in our inventory that are not showing an average cost. Does anyone know why? and how do I make sure it still calculates? Any help would be greatly appreciated! Thank you!

3 years ago

stacy16Varsity I

asked in Distribution

CS Error: Cannot generate the next number for the SUORDER sequence.

I keep getting this error when i try to convert sales quotes into orders of the SU type. I have never had this problem before. Please help! CS Error: Cannot generate the next number for the SUORDER sequence.

1 year ago

stacy16Varsity I

asked in Distribution

Need backordered lines to print on Pick List

Is there an easy way to get non shipping (backordered) items to print on the pick list? We need visibility on the pick list so our warehouse people can look into other options when picking. Any help would be appreciated :)Thank you!

2 years ago

stacy16Varsity I

asked in Distribution

Error when switching to test environment

Does anyone know what this is or how to fix it?“Multiple controls with the same ID 'dt1000246' were found. FindControl requires that controls have unique IDs.”

2 years ago

stacy16Varsity I

asked in Distribution

Report or inquiry for customer history

I am looking to make a report or inquiry that will work as follows:Select the customer Results should pull a list of all the parts that customer has order in s certain time frame. Time frame defined by input field. Is there something like this that already exists ? Any advice or help would be greatly appreciated. Thanks!

2 years ago

stacy16Varsity I

asked in Distribution

Non-stock types

Can anyone explain to me the difference between the non-stock types?LaborServiceChargeExpenseI know what they mean but do they each serve a different purpose functionality wise?Thanks!

2 years ago

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