Our specific scenario is:1. We place a Purchase Order and transmit it to our partner via EDI2. Our partner ships the product.3. Partner sends us an Invoice via EDI.4. The Invoice is entered as an AP Bill against the PO.5. We receive the inventory.We don't want to pay the bill in step 4 until we get the inventory in step 5. We also don't want to prevent the bill from being entered because that basically eliminates the benefits of EDI. (nor do we want to put business logic in the EDI layer to not import the AP Bill) So, is there a way to configure the system such that the only items that can be paid on an AP Bill linked to a PO are those items that have been matched to a PO Receipt?
Is there a built in way to manage the Printers associated to User Profiles that doesn’t require the user themselves to do it? We have 7 shipping lanes with two printers each. One is for the Shipping Label and one is for the Shipment Confirmation (i.e. packing slip.) A warehouse employee may be assigned to different lanes (i.e. printers) day to day. It seems like I need to log in as each user, change their default printer (for the labels) and change the printer associated to the Shipment Confirmation in order to move them around. I created a GI against User / UserPreferences / NotificationSetupUserOverride, but I’m not able update the specific Printer fields. It looks like I’m going to need to write a customization to manage this in a scalable way, but before I went down that road, wanted to see if anyone had any better ideas. Thanks- Jacob.
Consider the following scenario:Customer places an order on a website and chooses their shipping method Order is injected into Acumatica as a Sales Order. Ship Via exists here. At the time of order injection, we determine that it will be fulfilled via DropShip and automatically set the Order Line up accordingly. We have Automation that “creates purchase orders” for all of those orders.Now, a human needs to go and touch every single PO and set a shipping method. I saw this rejected idea from four years ago: When we transmit a DropShip PO to a partner, it must include a shipping method. Our partners are shipping 3rd Party on our carrier accounts and we need to specify the class of service. Requiring that value to be set manually when it’s already been determined earlier in the order lifecycle is not at all scalable.I’m honestly a bit shocked that I’m going to have to develop (or pay for) a customization to handle what truly is a bug.
Having a bit of confusion trying to understand the credit flow and how to map some of our current processes to it. The Acumatica Documentation seems to be oriented to credits only occurring Post Invoice and my confusion is how to handle situations where the invoice is not yet in place. For exampleCustomer places order on our website. Full capture occurs at the time of order. Order is injected into Acumatica with payment / transaction details attached. Shipment is created from the order and sent to the warehouse. Customer calls in “Oh, I forgot to apply my promo code. Give me 10% off”Assuming the transaction has already settled, how do I give them their discount and how does this get reflected on the order so that, if they return an item on the order, they get the correct refund? Tangentially, if I’m at the Sales Invoice, there doesn’t appear to be anyway to create a Return / RMA from that screen. Is there a better workflow than creating a new SO of the appropriate type, choosing t
We work with hundreds of vendors, some with whom we can drop-ship and some we cannot. Is there a mechanism by which we can prevent a user from creating a drop-ship PO on a certain items or with certain vendors?
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