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My organization is going live with Acumatica on 10/1. We are working to configure the Purchase Requests. We will use these are an internal function to allow our employee to request items for purchase (office supplies, software licenses, etc). Our organization has multiple physical locations. Our purchasing department needs to specify where the items should be physically shipped when placing the order.
We want that information to come from the employee via the request form. I tried adding a user defined field, but that doesn't get propagated to the purchase requisition. I am assuming I can configure the Location field with the list of our locations so users can specify where they want the products we order to be shipped, but I can't find where that can be configured.
I found a previous post on this forum where it was suggested to configure our organization as a customer in the software with multiple locations. To do that, I have to choose AR Accounts. Our CFO has concerns that this will end up wreaking havoc with our financial reports if our internal requests for supplies are going to a GL account
We really like this software, but find it impossible to believe it can't handle the scenario of a company with more than one physical location. What are we missing?
Thanks,
Kevin
We have been doing a bit more digging. It looks like if the purchase request shipping destination type is "Branch", then the only shipping location is the main location of the branch. You have to choose "Warehouse" to get different locations. In order to manage warehouse locations, you have to enable the "Multiple Warehouses" option. That option isn't available in our enable/disable screen.
Does anyone know how to enable the feature to manage multiple warehouse locations?
If you can see it on your list you should be able to actually check it after you click Modify. If you can't see it on the list then it's probably a licensing thing.
You can use the Activate License (SM201510) screen to see all available features. If the Activated column isn't checked next to a feature, then it's not available under your current Acumatica license and won't be available on the Enable/Disable Features (CS100000) screen.
We developed a work around to this issue. We added a user defined field to the purchase request field to designate the location where the item should be shipped. We then created a business event that triggers on a new purchase request. That BE kicks off an import scenario that overrides the ship to address & ship to contact for the purchase request to the submitter of the purchase request and the address for the location designated in the user defined field.
This allows us to support multiple shipping locations for purchase requests without needing the multiple warehouse function.
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