Topics started by jmorgan
Hello,A client recently created a GI and the system almost came to a standstill. When the process was stopped the performance was back to normal.I seem to think that there was a post about things to avoid when designing a GI so that it does not drain too much of the CPU but cant find it. Can anyone help? ThanksJames
Our client uses UPS (in the UK) without integration. They have a tracking label with a reference number which is also supplied as a bar code. As this number is rather long and difficult for the warehouse personnel to enter on the mobile app is there a way to open this field on the app and to have it scan and read the bar code and store it as the shipment tracking number? ThanksJames
Where a PO is raised for an SO, ensure that the cost is transferred to the SO, not the cost based on the costing method.
Is there a way to ensure that the cost of goods on a PO that is linked to an SO is passed directly to the SO?Our client is a trader and generally buys for each customer order although they do keep some stock. Their traders source the goods and then place the SO and PO and they want to ensure that the price of the goods on the PO is the cost that arrives on the sales invoice. Is there a way to do this while having stock in the system of the same product which is valued according to Average or Fifo? Thanks
As a number of posts have indicated, the system does not prevent timesheets from being released into closed periods. This is a big problem for many service business clients as they are frequently having to release timesheets that were entered late by the employee. It results in changes to the balances and reports in periods that are closed and this is a nightmare for accountants who discover that their bottom line figures have changed in opening balances. It breaks one of the fundamental controls of an accounting system. The “Custom Week” settings have an “Active” status but there appears to be no way to change the status to inactive. Thanks
Restrictions on the views of screens so that when you are in one company you only see that Companies data
This is not so much a restriction requirement but more of a design requirement.When you have multiple companies in one tenant and you have access to all of them it would be great if the only data that you see on the screen pertains to the company that you have selected at the top.Now, you see transactions, customers, vendors for all companies irrespective of the selected company. It does lead to mistakes and it does not demo well. Thanks
I was pleased to see the localisation icon on the front page of the portal. I clicked GB - the Union Jack - and looked forward to seeing the dates in European format.Sadly this did not happen. It would be great if you could fix this for us.ThanksJames
Our clients are making use of the automation features in AP that scan and create an AP transaction from the AP invoice and then route the AP invoice for Approval.They want to automate the process all the way to final payment, which can be done now. However there is a weakness at the moment as the file that gets created when exporting the payment file is not secure. It is in a format that can easily be edited.We feel that it is important to complete this full automation by providing the necessary security on the file and a secure connection to the bank upload platform. Thanks James
Our client sells smartphones and they want to track the serial number and the IMEI code of each handset.We could achieve this by having one serial number that encompasses both the serial number and IMEI code but it would be messy for doing lookups.Are there any other ideas or customisations that can do this? Thanks James
We are trying to work out how to automate the allocation of stock to orders which cannot be fully completed.There is no process to automatically “allocate” stock to orders. It would be great if there was.Due to stock shortages and the need to keep customers happy our client has to manually allocate stock to orders which is very time consuming. Some customers end up getting 10% of the order, some all of it if it is a very large order; there are many factors that come into play. Thanks
Hello,Our client needs to track the location and use of medical devices after they have been sold to their customer. I was planning on using service orders to do this but there appear to be no place to record that an item of equipment has been moved from one location to the other. These moves need to be tracked. Does anyone have any recommendations? Thanks James
Our client sells a serialised item that has an expiry date. The item becomes an service equipment. We need to see the expiry date on the equipment record. It seems that all that is available is a warranty expiry but this wont work as the expiry date is set by the manufacture whereas a warranty runs from the date of the customer purchase.Thanks James
Hello,This is a very general, non technical question but you must be the people who can give the best advice.We have been business partners since 2012 but we don’t have an in-house developer. We can handle a few screen customisations but apart from that we outsource our development. In the past we did have developers in-house but we found that we did not have the experience to manage the developers properly. Projects took much longer than expected and went way over budget, which we could not recover. Using subcontractors is convenient for us as we don’t have those issues.However, we are finding that we are often being asked to provide web api integrations for clients. This is something that I think we could do in-house because API development is a much more focused area with particular skill sets and the jobs are fairly similar meaning that we can gain good experience in a short period of time. Am I right in this assessment ? Is it a safe bet to focus just on API’s?ThanksJames
Our services clients have sub contractors who provide invoices but the payment of the invoices has to be made to an umbrella services company and only one payment to cover all sub-contractors associated to the umbrella company.A parent child association would work well here as it does in AR.
The Reclassification feature is great.However the load and the search and replace functions do not allow the use of wildcards.The most common use of reclassification is to change one of the segment values in a sub account.Very often there are more than 2 segments in a sub account. In our example there are 5 and a sample entry looks like this 000-000-NTW-ATO-1413. Many other values will exist in that sub account structure. Eg. COM-000-CLO-VMI-0205Assuming that I want to change all of the second segment 000 to COS there is no easy way to select those subaccounts that contain that 000. I have to address every possible permutation that contains the second 000 to get this to work.Wildcards would assist greatly because then I could use a statement like: ???-000-???-???-???? Thanks James
The scenario:The company has one large warehouse in the UK and two smaller ones in The Netherlands and Dubai.They supply the other two warehouses from a weekly container shipment.Preparation of the container shipment takes a few days and it is only on the last day when the final goods are loaded in. The Acumatica transfer order is not ideal as a shipment needs to be created before the goods can be picked. Additions require an additional shipment. What seems to be the better option is to create a location in the warehouse called something like “NLD Transfer” where the users can create 1 step inventory transfers during the week. That is the easy part. The next one is the ability to create one Sales Order transfer document for the complete contents of the “NLD Transfer” location.A GI export of the items and quantities into a transfer order will work but is there any other way?Thanks James
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