I think I’m not understanding the logic of the Process Invoices and Memos screen (SO505000) First - From the wiki, the only prerequisites mentioned for using this screen are:Email Invoice: Sends the selected invoices via email. The document selected for processing will be emailed only if the following conditions are met: This document has not been emailed before (the Emailed check box is cleared on the Invoices form). The customer account has the Send Invoices by Email check box selected. The Credit Hold check box is not selected for this document. However - we are seeing that only invoices in a Balanced Status can be emailed from this screen. Once the invoices has been released, your only option to email the invoice using a process screen is from AR508000 This appears to be intentional, although not documented well in the Wiki. I have a hard time understanding why we could only send unreleased SO Invoices or released AR invoices Our issue - we would like to email the SO invoices da
Currently - if you have multiple companies and the Default Branch is defined on the Shipping Tab of the customer profile for one company; when trying to post transfer orders between warehouses within that company, the ledger from the corresponding Default Branch is used for the GL transactions. This causes warehouse transfers within a single company to post to the wrong ledger. The system should instead use the Branch defined on the destination Warehouse (INSite)
I’m trying to setup a GI that would allow me to update an inventory item’s Default Vendor through mass actions - however, because this is set at the Vendor ID/Location level, I believe I’m having trouble.Neither the Stock Items screen and Vendor Inventory screen allow me to Is there an entry screen where I can assign the PreferredVendorID & PreferredVendorLocationID as the item default? If not, is there another way to update an already assigned vendor on the stock item as the default vendor?
We’re looking for a way to send customers an open order status report - We think that some simple modifications to SO611000 would work great, however I can’t figure out a way to automate sending this report (filtered by customer) to the customers with their open sales orders If we save a template on the report, is there a way to utilize the automation templates and available filters to refine this to one email, sent to each customer on the report - filtered by only their open orders?
Is there a way - either as a parameter or GI filter - to filter the view of a generic inquiry by item workgroup that I am a member of? We are not looking to set up restrictions, just filter a list of items on a few GIs. We’ve setup each item with a workgroup and can assign employees to one or more workgroup. We’d want to then add a filter or T/F parameter to view only items in “MyWorkGroup” in the same way you can on other process screens like Prepare Replenishment or similar to how @me can be used
From my brief research and testing it would not appear that Acumatica allows for a workflow where Landed Costs can be entered and paid for prior to the purchase receipt. Has anyone figured out a way to accomplish this cleanly? Like many companies, we are importing items from overseas and paying some significant landed costs in the form of freight and duties. We want to capture these costs and apply them to our item costs, but often we need to pay bills before items are received. Neither the freight companies or the brokers are interested in waiting for us to receive the inventory before they get paid and I imagine this is a very common scenario - is this a simple oversight in the Acumatica functionality? or have I missed something obvious? Appreciate any insight others have in this area
We sell a large and varied catalog of items, a segment of which is rope sold by the foot - one issue we deal with is getting shipments to be generated without splitting the location. When a customer orders 100ft of rope they generally want a single 100ft section and we don’t want pickers to pull from multiple locations to fulfill the line item. If we have stock in multiple locations, it would ideally drive the pick list to a single location based on the pick priority that has sufficient quantity for the entire line item. No split allowed I’ve wrapped my head around this multiple times trying to sort out the most clever way to force Acumatica not to split location IDs on these items or locations but failed to come up with anything that solves the issue. Anyone got a clever solution they’re already using? Ideally, there would be a setting at the item level (class or inventory item) or even at the location ID that would say allow/disallow split locations.
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