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Shipping - Default checked (true) Use Customer's Account when customer has account

Is there any way to force the User Customer’s Account box to be checked, by default, when the Ship Via selected is related to the Carrier where the customer has an account setup?

1 hour ago

podonnell11Varsity I

Import and Export Scenarios

SO Import to w/ Create Prepayment Button

Hello everyone,I am trying to create an import scenario to bring in a sales order and create a prepayment on that sales order. I am able to bring in the SO just fine however the prepayment does not seem to be working. Has anyone been able to import with this button?The error that I get is: Here is how I have my import lined up:

3 hours ago

jsudakFreshman II

Distribution

How do we add or remove required fields?

How do we add or remove required fields? For example, in the New Customer record the following are required fields denoted by an asterisk: Customer IDCustomer StatusCustomer Class Account Name CountryAs we only do buisness in the United States, I would like to remove the requirment for this field. Or default it to United States. For Sales Quotes, we would like to make the Expiration Date a required field.

4 hours ago

JodiKFreshman I

Payroll

Canadian Payroll ROE Submission to CRA

We have been unable to submit an ROE file processed through Acumatica, because Service Canada is rejecting the file type. The file has to be in BLK format. We have tried numerous ways to get this to work, but it appears that Acumatica needs to automatically convert the XML file to BLK when it’s processed and saved to the computer. (Our previous system Sage converted automatically. The file was in BLK before saving to computer) Seems like a programming issue in Acumatica, but so far, support has been unable to figure this out. I’m wondering if anybody using Canadian Payroll has had to process a termination and use Acumatica’s ROE feature? And if so, how has it worked for you? Hope this all made sense. I am not a system analyst and my terminology may be confusing. lolThanks!

6 hours ago

kristybrooks83Jr Varsity II

Financials

Multiple Salespeople Per Sales Order

If I have only one line item on a sales order, can I have two salespeople on the sales order?

6 hours ago

alopez21Freshman I

Error: The required configuration data is not entered on the Account Receivable Preferences form.

I am doing a unit test of a customization for the accounts receivable module but I get the following error, I have already done the exercises of the pdf T280_Testing_Business_Logic_2023R2, can you help me?

6 hours ago

krausef77Jr Varsity II

Distribution

Inventory Adjustment: Receipt states Qty on Hand = 0, but the Inventory exists.

Hi All,We have some weird behavior currently.We are trying to adjust out expired Inventory. Receipt states QTY on Hand is Zero, yet the Lot is stating a different story:We are currently not able to released this Adjustment due to the following error which is caused by the QTY On hand on the Receipt equaling 0Any ideas if what is going on and how to resolve this?

7 hours ago

gracefFreshman I

Financials

Customer Tranaction summary

Hello,Looking to create report similar to the Vendor transaction summary, However i need for Customers.With Invoice dates, paid dates & Amount.

7 hours ago

ldjmarcogFreshman II

Distribution

Non-Stock Item lead times

Aside from the use of attributes in a nonstock item is there any functionality that lets us add lead times to a nonstock item?

7 hours ago

RobLoweFreshman II

Distribution

Shipped qty in Shipments

We have an order on our system that was created 23/02/24. It had 1 line item, with a qty of 1 required. Today (07/03/24) I added another line for the same item, with a qty of 1.When I then Create Shipment, the original item populates the Shipped Qty with 0, but the new item populates the Shipped Qty with 1.The behaviour we want is as per the original item - i.e. the Shipped Qty should remain 0 until we actually pick/ship the item.We’ve noticed that the Location shows <SPLIT> for the original item and FG000000 for the new item - not sure if this is related?Note: we have only edited the original order to demonstrate the different behavior, our new orders behave as the added line does, which is not what we want.We have tried editing various settings, but cannot get new orders to behave as we’d like.It seems as if when the original Sales Order was created there was item/setup data recorded that makes the Shipment behave in a certain way for the existing item.But when you add a new it

8 hours ago

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debbiereed72Freshman II

Distribution

Shipping - Default checked (true) Use Customer's Account when customer has account

Is there any way to force the User Customer’s Account box to be checked, by default, when the Ship Via selected is related to the Carrier where the customer has an account setup?

1 hour ago

jsudakFreshman II

Distribution

How do we add or remove required fields?

4 hours ago

kristybrooks83Jr Varsity II

Financials

Multiple Salespeople Per Sales Order

If I have only one line item on a sales order, can I have two salespeople on the sales order?

6 hours ago

alopez21Freshman I

Error: The required configuration data is not entered on the Account Receivable Preferences form.

6 hours ago

krausef77Jr Varsity II

Distribution

Inventory Adjustment: Receipt states Qty on Hand = 0, but the Inventory exists.

7 hours ago

gracefFreshman I

Financials

Customer Tranaction summary

Hello,Looking to create report similar to the Vendor transaction summary, However i need for Customers.With Invoice dates, paid dates & Amount.

7 hours ago

ldjmarcogFreshman II

Distribution

Non-Stock Item lead times

Aside from the use of attributes in a nonstock item is there any functionality that lets us add lead times to a nonstock item?

7 hours ago

RobLoweFreshman II

Distribution

Shipped qty in Shipments

8 hours ago

jdreselFreshman II

Financials

Recurring transactions invoice created outside of schedule

Hello,We have a new employee that started. They entered an AP bills that was suppose to be on a recurring schedule. The invoices slipped through, approved and paid. Now that the recurring invoice is off schedule, whats the best way to get it back on schedule, and is there a way to tie the accidental invoice back to the recurring to get it back on schedule? As you can see the dates are also greyed out and unable to be changed. I assume i can run the schedule and just delete the invoice, but that still leaves a whole in the generated documents list. Thanks,Jeremy

8 hours ago

PrasadugFreshman II

Develop Customizations

Customized field value not indicating in the GI After the system upgrade from 2022 R2 to 2023 R2

Hi,One of customized field values are not indication after the system upgrading in the system, which is a text customized field and the field name is UsrShipment_Num. other text customized fields are working without any errors which are same to the mentioned earlier. Is the issue arised due to the underscore ( _ ) symbol?what can I do for correct this issue?Please advise on this ThanksPrasad

8 hours ago

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