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How to Handle Overstock Locations

In our warehouse our lower shelves are Forward Pick locations and upper shelves are Reserve Stock. We keep a supply of all inventory in the Forward Pick locations but any overstock that won’t fit below will go to the Reserve Stock locations. Both location types have their respective inventory marked Include in Qty Available but only the Forward Pick locations are marked as Sales Allowed. This allows a sales order to be created regardless of inventory location but will prevent the Shipment/Picklist creation if doing so would direct a picker to a Reserve Stock location.This is where the pain point is introduced. We currently utilize the “Tasks” feature in Acumatica to direct our warehouse mobile users to transfer items from Reserve Stock to Forward Pick so that shipments containing affected items can be created.Ideally we would like a proper means of creating a Transfer Order which would direct a warehouse user to transfer the items between locations.I’m wondering if this is already an o

1 hour ago

fpantelidakis65Jr Varsity II

Configuration and Installation

Canadian Client

We our implementing our first Canadian client. I have a question if a Canadian customer purchases the Canadian version and only really wants to work with Canadian currency -- do we just turn on the Canadian Localization and enter NO to Multi currency options? -- does the system know that they are Canadian currency by the version and Yes to localization?Thank you,Frances Pantelidakis

3 hours ago

DawoodFreshman I

Distribution

dnguJr Varsity II

Everything Else

Settings for taxes amount of partially shipped items

Hi There,Does anyone know if there is a setting that just trigger the system to apply the taxes on partially shipped items? We have orders on AR accounts, and there are scenarios where we only partially ship the items and the rest will be back order, but sometimes customers will cancel the back-order items. However, the system will apply the taxes amount for the whole order when invoicing. Hopefully, there is a way to set so that the invoice only includes tax amount for those shipped items. We are using 2023 R2 version. Thanks...

4 hours ago

jsudakFreshman II

Everything Else

What is the best way for immediate notifications?

What is the best way for immediate notifications? We need to instantly noitify multiple folks (AR, Sales Rep, our Owner) when a Customer placing an order is on Credit Hold so we can get immediate approval to process the order (it is usually for will call today or next day delivery). Thank you.

5 hours ago

jorgep17Freshman I

Financials

WO order type, disable print or email invoice before releasing?

Hello Dear community, We have found our WO order type is required to print invoice or email invoice before we can release the order at the end of the sales order invoicing process. These are not invoices we want to email to the customer, can we make them always print invoice on paper or not email or print invoice but will allow us to release in the sales order invoice process I was wondering what options are available so we can process WO sales order types, just not email invoices to customers? Thanks in advance for any help. If we mark these 2 options, will this do the trick?

5 hours ago

ashleybJr Varsity III

Configuration and Installation

How to find who create a user

Hello! Is there a way I can find out who created a user’s profile/account?

5 hours ago

bigred1022Freshman I

Financials

Allow Users to add a row to modules besides GL when creating a new Journal Transaction.

Hello everyone,Trying to figure out which Access Right by Screen setting will allow a user to add (the plus sign on Details) rows to any of the other modules besides GL. It’s greyed out for all of them except GL.

5 hours ago

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dmerrillFreshman I

Distribution

How to Handle Overstock Locations

1 hour ago

DawoodFreshman I

Distribution

Adding Mark for PO on the Sales Order List screen

3 hours ago

GastonRuggeriFreshman I

Reports and Generic Inquires

Issue with Images on reports, perfomance issue?

4 hours ago

ltussing03Captain II

Manufacturing

Inventory Planning - Transfer from other warehouse if available, otherwise MFG

4 hours ago

jsudakFreshman II

Everything Else

What is the best way for immediate notifications?

5 hours ago

jorgep17Freshman I

Financials

WO order type, disable print or email invoice before releasing?

5 hours ago

NetAdmin42Varsity I

Financials

How to setup Canadian Tax Zones for expense receipts

I am not in any way knowledgable on how to setup tax zones for a Canadian client. Are there detailed instructions on how to setup tax zones for an Acumatica tenant that does have Canadian Localization turned on?For example : I want two tax zones setup for British ColombiaCADBC with GST 5% and PST 7% (GST GL# 2510, sub 00009.900)(PST GL# 2510, sub 00100.900)CADBCSR with only GST 5% (GST to GL# 2510, sub 00009.900)What are the steps I need to perform to do this?And then be able to assign those tax zones to Employees, which I know how to do.(BTW, these will exclusively be used for Expense receipts)

6 hours ago

krausef77Jr Varsity III

Develop Customizations

Opening up Customization Project gives Error 24R1

We get this Error when opening up Customization Projects that have been upgraded to 24R1.They published without Error, it’s really just when Opening them. Any idea as to what is going on?

6 hours ago

tahayabaliFreshman I

Develop Integrations with Web Services | APIs

REST API not creating new record

Hi All. I am using Post Man to create new records using PUT REST API in Acumatica. I have created new screen (grid view) and new table attach with Screen. I am trying to add new record but its not creating record but updating the existing one I have tried with if-none-match header but still the problem exist. The table have PK and Unique key. Any idea what’s going on? Thanks

6 hours ago

mjgrice32Varsity I

Develop Customizations

Need Help Converting Mobile App custom for newer release

I have a customization that was written originally for Acumatica 2021 R2 (Build 21.218.0027) and it runs fine there.It adds an action button to the opportunities screen (CR304000) (See screenshots below)The purpose of this button is to have the tech in the field be able to press it to call out to a web based forms system we have developed. So, I have code in the customization to make it visible on the mobile app: update screen CR304000 { update container "OpportunitySummary" { add recordAction "ASGExtForms" { behavior = void redirect = True } }This works fine in Acumatica 2021 R2, Build 21.218.0027.However, it will not work in Acumatica 2022 R2, Build 22.223.0007Everything compiles fine, but the button will not show in the Mobile app. Weirdly, I have almost identical code for the Appointments screen (FS300200), and the action shows there.Does anyone have any idea what changed, and how I have to change the mobile app code (I am assuming) to

6 hours ago

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