That's feasible. QR codes can launch URL's. The URL could be defined with your site, screen you're launching and variables to pull up specific documents. If you are looking for specific use case to pull up Acumatica app, reach out to us and we have a team can understand your requirement and can help you accomplish these requirements.

Glad it helped!

There is a new feature in 24 R2 that allows the creation of a “Pre Invoice” or deposit invoice from a sales order.

It's available in build 5, and we will create a video on it as soon as we get our hands on it/

Reach out to us for help

Might be a challenge. The first step is to create a generic inquiry of your own. You might need to press Ctrl-Alt on each column of the Dead Stock to learn where this data is coming from. You can then use those fields in your GI and of course use the GI to create widgets. The reason it might be a challenge is because Acumatica might be calculating come of this column data and be using formulas on the fly with the Dead Stock screen. If that's the case. Ctrl-Alt can still help, it will show you the source code. Reach out to us for help.

Coming soon, Acumatica is adding project and production integration. More to come. You could of course add a custom field with a link to project yourself. If you need assistance creating this field, feel free to reach out.

Notice the warehouse. We are putting the inventory into a warehouse owned by ProdWhole

@@Cloud9ERPSolutions thank you!

Yes. kzbin.info/www/bejne/Y5q5iZx3q9J2p7s

It would need to be manually allocated and shipped

Glad it helped!

Incoming messages won't go thru Sendgrid. Your reply to address needs to be something else with a different account setup for incoming.

Once you've acknowledged the customer's email request for a quote change (by replying), you can make the changes to the Quote, then print the Quote to the screen and click send. An email compose window will come up and you can write a personal email. If you really want to keep the same email thread, you'll need to print the quote, export to PDF, then reply to the customer's email and drag and drop the PDF to the email header.

Good idea, didn't realize this wasn't done. We do have this video of receiving using a mobile device with our WMS option. kzbin.info/www/bejne/nXLXnICtet52hKs We will make a note and include receiving for future videos.

You can make a request through your partner to try out this functionality. We are uncertain of what version this will make it into Acumatica.

Search in your help for Platform: Availability of the Modern UI or any of these keywords together. There are instructions. Keep in mind, it is not ready for production.

If a related Item is in fact a manufacturing item, and if you change to that item in your sales order, then it will create a demand for the inventory item. This is to say, your related item is simply another stock item that happens to have a BOM available to produce it.

Glad it was helpful!

Are you asking if the user can have their branch prefilled in while the common dashboard has the parameter already filled in?

You can run reports technically on anything. You can without this as well. Doing a subgroup keying on the kit id, and finding the individual items. What this does give you, as you hinted on, is the ability to see the individual items sell prices. Also, note that in this video we describe the feature that allows you to expand on the sales order the detail if you wanted to.

In the old days, people went to auto shops to get a decent radio, alarm system, and cell phone car kits. Now all cars have this technology built in. This is great for convenience and ability to stay current with core software version.

It works with 2023 R2 but it requires special approval to try obtain preview.

Setting aside customizations because the skies the limit there, production orders that are linked aren't really feasible for allocations because unless the production order is completed the sales order won't ship. Put another way, the sales order gets immediately allocated as soon as the production order is completed.

Many inventory attributes will show up in the SO line lookup screen, otherwise you can do a customization. I've seen them automatically add. The challenge is, some item classes will have some attributes and others will have different ones. So which ones do you add?

You can, but the PO will only present the one line item to the vendor through the PO Form. At least for now. This might be a great additional feature for the team to see.

Glad it was helpful!

It's not a feature but a setup. You will need to search on stack overflow serial and lot attributes and download that customization.

@@Cloud9ERPSolutions Oh, I see. Thanks! Btw, were all those reports at the end of the video also from the customization? Or do i need to create them manually. Also, is there a possibility to perform all these action from the rest API?

Those are inquiry screens and were built manually.

We would need to see more details to understand what is happening. The process has not changed.

Thanks for the feedback. My system stopped recording it since the summer and I haven't determined why. It is a priority.

Thanks for the feedback. My system stopped recording it since the summer and I haven't determined why. It is a priority.

Agreed, the levels are off. I cannot change it now, but we have improved in future videos.

Added to that version 2023 R2

Remember this is a draft in the every early stages. With this new design we can now zoom in and out a lot more. Better responsive design. Also keep in mind that while the UI is evolving, it still will maintain backwards compatibility (to old screen content) so the future is just around the corner until backwards compatibility to compatibility is removed.

You can configure those component items with no mins/reorder points. Unless those items are ordered specifically on a sales order, DRP will only order them to fulfill kit assembly.

Implementation of ERP is very much usually completed by professional companies that do this for a living. Requires a deep understanding of your account structure, balance sheet and P&L. This is to demonstrate the process and to hopefully know what you need to get started.

The side panel can show you things like inventory summary and history and even allocation details, but at the end of the day if you need inventory to replenish orders, Inventory Planning will do the work for you.

Typical: $9.95/monthly fee 25¢ per transaction 0.20% surcharge on checks over $2,500 Acumatica Payments will negotiate flat rates if there is a requirement

Yes you can