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Inventory, Orders Management, Warehouse Operations

  • 2,289 Topics
  • 8,532 Replies
2289 Topics
B
Jr Varsity III
bradmestachJr Varsity III
asked in Distribution
Inventory Planning, why does it not count a transfer order as supply?

When running the inventory planning module, I create the transfer order from the inventory planning screen. No matter what status I have that order in, Open, On Hold, Back Order, the inventory planning does not count it as supply. I know this because when I regen the inventory planning the demand comes back like it is not fulfilled. Why is this a problem?Sometime, the transfer order cannot be fulfilled right away. Then the regen happens and another transfer order gets created and now we have too much supply coming to fulfill that order once we do get stock. Has anyone else seen this as a problem for them? How do you handle it?

23218
D
Varsity I
N
Jr Varsity II
nicolestantonJr Varsity II
asked in Distribution
Need Total Inventory Quantity and Value for 1/1/25 for Tax Purposes

I’ve scoured this forum and can’t find any suggestions, so I’m hoping someone can offer suggestions. We are 2 years into Acumatica and still struggle to find very simple reporting that was readily available in QuickBooks. We are filing personal property taxes and need a snapshot of the quantity of items in inventory as of 1/1/25 AND the valuation of that inventory. Is there something like that already built out in Acumatica? It doesn’t seem like a huge ask, and I’m sure we are not the only company who would need this kind of data, but I can’t find it. Inventory Balance - gives me a current count of thousands of inventory items, no total count, no valuation, no way to filter by date Historical Inventory Balance - allows me to pick a MONTH, not a specific date; no total count, no valuation Inventory Valuation - gives me a total quantity and total cost, however I can’t backdate it at all Historical Inventory Valuation – if I tell it to pull 01-2025, that doesn’t necessarily give me data f

162
N
Jr Varsity II
plambert
Jr Varsity III
plambertJr Varsity III
asked in Distribution
Carrier Integration: Manual Packing in Pacejet for Shipments without packages

Hello all, We are running into a potential bug with the PaceJet carrier integration. We recently updated to 24R2 in an attempt to have the following workflow without customization: Create a Sales Order with PaceJet as the Carrier for shipping. Create a Shipment for the Sales Order from the Process Orders screen. Use the Pick, Pack and Ship screen to handle picking and, once completed, confirm the shipment. Pack the shipment in PaceJet manually. Update the Acumatica Shipment from the Process Shipments screen. The issue we encounter is that PaceJet does not receive shipment information unless a shipment has at least one package added to it before shipment confirmation in Acumatica. We have the Carrier configured with the Usage Scenario of ‘Manual Packing and Shipping in Pacejet’, which appears to mean that all packing will be done in PaceJet so the Acumatica shipment will receive all of the box information externally. Yet when a shipment without any packages is confirmed, the PaceJet Sta

515
Chris Hackett
Community Manager
M
Freshman II
mattjesse68
asked in Distribution
Inventory Planning - Not Considering Kit Assembly

Hello, I have a customer who is using DRP and Kit Assembly to plan out what needs to be assembled for Sales Orders that drop in each week. One example is the Kit Assembly pictured below: Even though this Kit Assembly has been created, DRP is not considering it in the Inventory Planning calculations. The customer is understandably concerned because they don’t want to create unneeded inventory by creating new Kit Assemblies every day, as Inventory Planning Display is suggesting: The Kit Assembly is On Hold, but that is taken care of in Inventory Planning Preferences: I have exhausted what I suspect could be the issue including the following: Kit Assembly and Distribution Requirements Planning are both enabled on the Enable/Disable Features (CS100000) form The Stock Item has the “Is a kit” box checked The Kit Specification is Active The General tab on the Stock Item has a Planning Method of DRP The Inventory Planning tab on the Stock Item has “Kit Assembly” as the Source The PACKAGING War

453
valentynbeznosiuk
Jr Varsity I
D
Jr Varsity III
dsenevirathne54Jr Varsity III
asked in Distribution
Total Cost Field in Purchase Receipt tab is not available in 2024-R1

Hi, In the 2024-R1 I don't see the Total Cost field on the Purchase Receipt - Summary area. Is this a change with 2024-R1? Please refer below screenshots. 2023- R1 2024-R1 Thank you, Dulanjana

56717
sroberts29
Freshman II
N
nheinber
asked in Distribution
Stock Item - Conversion Factor change on in use material

We recently had a vendor change how they were selling some of their material and we wanted to update the Conversion Factor on the Stock Item to match the changes. Currently the material is on several orders and it errors saying “The unit conversion cannot be modified because it is currently in use in the following document -***”. Is there a way around this without having to remove the material from all the Purchase and Sales orders or some way to make it apply going forward or is removal the only way?

423
A
Captain II
P
Freshman II
Pinny
asked in Distribution
Scan POD Documents

I’m looking for a solution how to scan POD documents in bulk (300 pages at a time) and the system should store them in the proper SO within Acumatica (identifying the proper order number from the document bar code) and then email them together as page two when creating and sending invoices to our customers, we don't want to use a mobile app for signatures, we hand a piece of paper to the driver for every delivery and when they return the signed document we want to have them in the system and use it to email it together with the invoice as proof of receiving the goods, any idea how to accomplish this would be very helpful, do to the volume scanning and dragging each document wont be an option, Thank you.

3466
lauraj46
Captain II
K
Semi-Pro II
kokjietanSemi-Pro II
asked in Distribution
Obtaining last cost with cost layers included (eg. PPV or landed cost)

On the Inventory Transaction History screen, there is a handy button to ‘Include landed cost in unit cost’. Interestingly, this also updates the impact of any PPV cost adjustments on the receipt. Without PPV (original PR price) & with PPV (after PPV revalued) Is there any easy method to retrieve this additional cost layer information through a GI, so we can push it through an import scenario? Specifically, we need to update the Last Cost of specific valued items so that it reflects the actual receipt cost with PPV revaluation included. Otherwise, our cost rolls are taking the incorrect last cost sans-PPV revaluation.

2022
dominicpolicicchio03
Freshman I
KarthikGajendran
Acumatica Moderator
KarthikGajendranAcumatica Moderator
posted in Distribution
Seeking for customers who trade with Amazon Vendor Central

Hello Everyone, Acumatica is currently evaluating a native integration with Amazon Vendor Central, and we are seeking insights from customers who are already trading on the platform. If you are currently working with Amazon Vendor Central, we would love to hear from you! Your insights will be help in shaping this integration to better align with your business needs. Please feel free to comment on this post or reach out to me directly via email at karthik.gajendran@acumatica.com. Looking forward to connecting with you soon! Thank you

657
J
Freshman I
vidyakeerthik
Freshman II
vidyakeerthikFreshman II
asked in Distribution
Payments & Applications screen - Planning to create Payment for Order with Pending approval status

Hello everyone, As part of customization, we are trying to allow creating a Payment for a Sales order which is in pending approval status. Standard Acumatica has a restriction here to avoid Payment creation in this case, to remove the restriction for the Pending Approval status, we tried to override the Restrctor attribute as below, which is not helpful, and we don’t see this restriction, anywhere else in the code. Tried Modifying the PXRestrictor attribute remove SOOrderStatus.pendingApproval , which didn’t help. As a next step, tried with Override the AdjdOrderNbr Selector without PXRestrictor still giving same error, and unable to create the Payment. Steps to verify this:• Create a Sales Order, and ensure Order status is Pending approval• Navigate to Payments and Applications screen, try to create a new Payment with the same customer used in the Sales Order, and then try to add the select the Sales order from the Sales Orders tab• Tab out here, or saving the record pops out the erro

191
Naveen Boga
Captain II
K
Freshman II
kapilc79Freshman II
asked in Distribution
While Converting Purchase to Fixed Asset Getting an Error

I am getting the below error while converting Purchase to Fixed Asset. “Both Debit and Credit parts of transaction are not zero. Exiting with error.”

402
K
Freshman II
KellySquizzero24
Acumatica Moderator
KellySquizzero24Acumatica Moderator
published in Distribution
Acumatica Labs Program: Advanced Kitting

Advanced Kitting Boost your sales with bundles! Acumatica’s Advanced Sales Order Kitting capability is designed to streamline and optimize your sales bundles. This feature improves visibility into non-stock kit components and inventory availability, and significantly boosts profitability by enabling better control over pricing and margins. It streamlines the order entry process, allowing customer service representatives to customize sales orders and packing lists, which leads to increased operational efficiency and a superior customer experience. Additional highlights of this solution can be found below. Be a part of our Acumatica Labs Program to implement this innovative solution and help shape the future of sales order kitting! If you’re interested in participating, please complete this short qualification questionnaire. This will allow us to consider you for the program. We will review your submission and get back to you within 5 business days to confirm your qualification. Improve

83412
Dana Moffat
Acumatica Moderator
xkylewrightx
Semi-Pro I
xkylewrightxSemi-Pro I
asked in Distribution
Cannot Create Shipment: Order does not contain any items planned for shipment on (date)

Hello, I was wondering if anyone knows if there is a resolution for this issue: The following error appears when attempting to create a shipment for an order for which the Sched. Shipment date is greater than the current date. This would be considered a bug to us, as there is no reason you should be prevented from shipping an order earlier than requested. This is a required field that is pre-populated from the SO Requested On field, and results in an additional unnecessary and confusing step of manually altering the scheduled shipment date to the current day before creating the shipment. We are shipping non-stock items, back order allowed, allow negative quantity, but that should not matter. I know this was previously a known issue but we are using 2023 R1 where it was supposedly resolved years ago TYVM! Kyle

99213
B
Freshman I
C
Jr Varsity II
cviannaJr Varsity II
asked in Distribution
Inventory Item Restriction by Branch

Hello everyone, I have been trying to setup a restriction for an inventory item by branch, meaning that when a user has branch A selected during Sales Order creation, he is able to add the item to the SO, however if the user has branch B selected, the item is not shown for selection. This item is only manufactured in branch A and shipped directly to customers. The restriction is needed because we have users that enter orders to branches A and B. I have tried to do this with restriction groups, but only managed to do this with users + inventory item, which is not the case because the user that has access to the item can still include it in the SO when he is in branch B, AKA the wrong branch. Is there another way to do this that I am not seeing? Thanks, Clauber

1529
C
Jr Varsity II
L
Jr Varsity III
lairdtimJr Varsity III
asked in Distribution
Prevent PO Receipt to Warehouse different than PO Warehouse

At least in the way we’re currently configured (on 23R1) we have the ability to receive a purchase order into an alternate warehouse; the PO Line could be written for Warehouse TX, while the item can be received into warehouse AZ. We do a number of virtual warehouses for a few reasons, but the biggest is to keep costs from potentially intermingling. I have warehouses TX1 and TX2, and if we get a good deal for a specific customer job, we’ll purchase and receive the material for that customer into TX2, while the regular inventory is purchased and received into TX1. We have a problem with a warehouse getting complacent, not checking where the material should be received, and receiving everything into TX1 even if the PO is written for TX2. We can transfer it back out, but it impacts average cost of those items in TX1 that we have to adjust for as well. It would be easier if there were a setting that said that purchase receipts could only be done for PO lines for the same warehouse.

261
chameera71
Varsity I
D
Jr Varsity III
DawoodJr Varsity III
asked in Distribution
Updating Vendor Price Using Vendor Price Worksheets

I ran a test and updated a stock item price using the Vendor Price Worksheet. I added a pending price of $13.76 for the item, but it didn’t update the cost on the stock item or reflect the new price in the Vendor Last Price field either. I also created a purchase order and added the item, but it still pulled the old price. I'm wondering—where does the system update the cost for this item?

171
O
Acumatica Employee
K
Jr Varsity II
kudzaim20Jr Varsity II
asked in Distribution
How to sum Tax ID total on report

Good day I want to sum my tax totals by Tax ID from the DAC ARTax. I have a scenario where I have to taxes on a sales order invoice how best can I sum them on the report by the Tax ID as per the screenshot below In my case for this invoice I have a tax total of 105.88, and on the invoice print out in the footer I want to split the two as per the above screenshot. I have the formula =IIf([ARTax.TaxID]='SVUS',Sum([ARTax.CuryTaxAmt]),0) for the SVUS Tax ID and =IIf([ARTax.TaxID]='SUTAXUSD',Sum([ARTax.CuryTaxAmt]),0) FOR the SUTAXUSD ,Tax ID. However on the invoice template the split is not coming out correctly what could I be missing? The computation is not coming out as desired which should be: Sub Total: 542.90 Less Discount 32.64 Invoice Total 510.26 Tax Total 76.54 Surtax Total 29.34 Total 616.14 I added the ARTax table on my schema to my report design as shown below

734
Chris Hackett
Community Manager
K
Freshman I
kkomlodi82Freshman I
asked in Distribution
Using Inventory Item Access to restrict Item by Branch

Has anyone figured out a way to restrict Inventory Stock Item visibility by Branch/Company?

3472
dannyfisher34
Freshman II
josborn02
Jr Varsity III
josborn02Jr Varsity III
asked in Distribution
Drop Ship with Serial Number

Hello, I am trying to drop ship an item that is serial tracked. I have checked the Required for Drop-ship box in the Lot/Serial Class. I still cannot open Line Details to enter the serial number on the Sales Order screen, and get this error. The first place I can enter a serial number is on the Purchase Receipt. Is there a way to enter the serial number on the Sales Order screen for a drop ship item?

555
J
Freshman I
M
Freshman I
mstuber64Freshman I
asked in Distribution
How to add serial numbers to drop ship items?

Hi team, When receiving drop ship items, I cannot add serial#’s. We need to be able to track the serial#’s also for drop ship orders. Thank you! Monika

1854
J
Freshman I
H
Freshman I
hannahw04Freshman I
asked in Distribution
Discontinued Stock Item, allow sales from specific warehouses

We have stock items that are now discontinued, but we still have inventory in our other warehouses. Is is possible to prevent sales in one warehouse but still allow in another?

1425
L
Freshman I
A
Freshman I
asinghFreshman I
asked in Distribution
Purchase Order Approvals

Hi All We have Purcahse Order approvals enabled in our environment (24R1). Our PO screen was modified to include a few custom date fields (see image attached) that would need to be populated at different times based on the shipment from the vendor such as estimated shipping date, customs clearance date, etc. Everytime a date has to be entered in one of these fields, the PO has to be placed on hold. When it is taken off of hold, the PO requires approval again. Is it possible to have these dates changed and not require approval when the PO is taken off of hold? Maybe by tweaking the conditions of the approval map or having multiple approval maps? Thanks Amit Custom fields on PO screen where dates need to be entered at different times

592
A
Freshman I
R
Jr Varsity III
RobLoweJr Varsity III
asked in Distribution
Purchase Order Promised On Date

When you create a PO, the Promised On date in the header transfers to any PO Lines that are added. However, if you update the Promised On date in the header, the Promised date in the PO Lines alters to the Promised On date PLUS the Item Lead Time in the Vendors tab in the Stock Item (in the example below, 7 days). Is this a setting we need to change, or a bug (as obviously the Promised On date is the date the Vendor is delivering their goods to us. It does not need a lead time adding to it)? Thanks,

3785
D
Freshman I
R
ryanm
asked in Distribution
Prevent shipment from being created with no Ship Via or Shipping Terms

I was wondering if there was a way to prevent a shipment from being created on a Sales Order that has no Ship Via and/or Shipping Terms selected? Unfortunately we have a problem with sales reps not doing due diligence to check the Shipping tab prior to creating a shipment and it creates confusion and time wastes in the warehouse when a pick ticket prints with no shipping information on it.

201
Naveen Boga
Captain II
C
Jr Varsity III
ckwiat46Jr Varsity III
asked in Distribution
Update checkbox in Stock Items using Import scenario

Hello, i would like to update a checkbox through import scenario based on some conditions. If Price class is “AMMFG” then set “Subject to Commission” checkbox to TRUE, please have a look at below screenshot and help me how to solve this.

352
A
Jr Varsity I

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