Topics started by dougmcbride79
In the Sales Manager Dashboard there is a “YTD Sales vs Quota” box. Where do we input "Quotas"? And the YTD sales is blank. Can someone direct me where to input the Quotas and how to get the YTD sales to show up? Also, the Key Customer Growth box is also blank. Where do we input data or make selections so we can use this display? Thank you for your help.
Orders from our Big Commerce Sandbox will not sync down to our 2021 R1 Acumatica sandbox Nor can we get orders in our Acumatica 2021 R1 Sandbox to sync up to our Big Commerce Sandbox. We are on Build 2 of 2021 R1. Is anyone else having these sync issues? Does upgrading to the current Build 9 fix these issues? We are stuck and our 90-day upgrade sandbox period is about to expire. Any suggestions are greatly appreciated.
We need customers to be in more than one Acumatica Customer Price Class for when we sync to Big Commerce. We need one Customer Price Class for a 10% discount on Item Class A, and one Customer Price Class for a 15% discount on Item Class B. Our issue is that when we sync to Big Commerce, we seem to be able to put a customer in only one Customer Price Class (called Customer Group in Big Commerce). Does anyone know how to put a customer in two Customer Groups in Big Commerce?
We have individual SKUs that ship in more than one box. In the Acumatica pick, pack, and ship process, the Acumatica workflow seems only to accommodate one box / one shipping label per SKU. How can we print multiple shipping labels for a multiple-box SKU? We do not have Acumatica WMS. Your help is greatly appreciated.
Last item in stock that is on an Acumatica sales order still shows on the Big Commerce website as available for sale
We do not want items sold out or not available for sale to show up on our Big Commerce Website. Here is our problem: When the last item in stock of a particular SKU is on an Acumatica sales order (but not invoiced) it still shows on the Big Commerce website as available for sale. How can we configure our Acumatica connector so when the last item of a SKU is on a sales order the item will not show up as available for sale on the Big Commerce website? We are on Acumatica 2020 R1.
Acumatica suggested we create a Big Commerce Sandbox to test configurations, changes, etc. We have created a Big Commerce Sandbox and linked it to an Acumatica Sandbox. Our VAR has set up the Big Commerce Connector, but cannot make the sync work. Nothing will sync. Our VAR has suggested we post here for help. When I test the connection, I get a green check mark indicating the connections are working. But I still cannot get the sync to work. Any suggestions are greatly appreciated.
Please help us configure discounts to achieve these five goals: Customer Price Classes with 10%, 15% and 18% discounts on some, but not all, Item Classes. Volume Price Discounts of 10% for aggregate purchases of $2,000 from specified Item Classes and discounts of 15% for aggregate purchases of $3,500 from specified Item Classes. Products from any of the specified Item Classes count to achieving the volume purchase levels. n The customer would get the higher of the Customer Price Discount or the Volume Discount, but not both. In other words, the customer gets the higher / better of the discounts and cannot “stack” the discounts. No matter what discount applies, the discount amount is booked on the GL so we can track discounts. The amount of the discount shows on the invoice so the customer can see it. Your ideas and help are greatly appreciated.
We need help with the workflow on changing the cost price of a SKU. We have been manually updating “Last Cost” as the way we change the cost price of a SKU. Is this correct way to update the cost price of a SKU? If it is not the correct way to update the cost price of a SKU, what is the correct way to change the price?
We have Acumatica 2020 R1. We offer free shipping if the totol purchase of items in select Item classesst is over $500. It appears we cannot configure Acumatica to give free shipping by Item Class. Is there another way to achieve our goal of free shipping for customers that purchase over $500 in select items classes? Can we achieve our goal in 2021 R1?
Can an attribute field be mapped to a GI and auto updated with the GI field changes? We want to use “calculating columns” in a GI and then have the calculated amount auto-updated to an attribute field. Is this possible?
We have a purchase order work flow issue. When a sales representative puts an item not in stock on a sales order, (and the items does not have a replenishment set), the item is set to back order. Our buyers do not know to order that item when the buyers are placing purchase orders. And the backordered item does not get ordered. Can Acumatica automatically put these backordered items an a Purchase Order? If not, how can Acumatica show us we need to put these backordered items on a Purchase Order?
We want to start using “prepayments” of Vendor Purchase Orders. However, our Vendors often over-ship or under-ship the amount ordered on the Purchase Order. If we use the Prepayment feature, and pre-pay the Purchase Order, how do we adjust and account for the over-payment or under-payment when the shipment arrives with more or less product than was on the pre-paid Purchase Order?
We have special order SKUs that we stock only for a particular customer or group of customers. We only want to sell these SKUs to a particular customer or group of customers. However, these SKUs show up in inventory and our sales team keeps accidently selling these special order SKUs to customers that we do not want the SKUs sold to. Is there a way to configure a SKU so the SKU can only be sold to a particular customer or group of customers?
We are starting to implement the “Task” feature in Acumatica. Our sales team is beginning to set and use the “Task” feature in Acumatica for follow-up sales calls. When the primary salesperson is out sick, how can a substitute employees see the primary salesperson’s tasks and fill-in and perform the tasks for the sick employee?
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