Distribution

Looking for options on how to handle this scenario. I need a way to send an attachment that is sitting on a purchase order when PO moves to open status. Any ideas on how to accomplish this?

I’m going live on Acumatica 8/3 (leaving DDI after 20+ years). We're an inventory-based B2B wholesale distribution business with our own fleet of delivery trucks. Since it’s cloud-based, I’ve been eager to see how much functionality we can get out of the mobile app…….my preliminary evaluation of the app is that it seems to have limited transactional functionality, but I’m eager to hear from folks in the community (especially users with their own fleet of delivery vehicles) how they leverage the app. Can the native app be used by delivery drivers for proof of delivery purposes? Is there signature-capture functionality in the app? Thanks.mikeSanico

This appears to be a bug unless someone can help explain what is happening (and possibly how to avoid) I am attempting to add a 2nd UOM for a group of items purchased from our default vendor. Typically we might buy an item in a 100 unit case but the default vendor offers the same item in a 200 unit case as well.  When I add the new UOM on the Vendors tab of the Stock Item and click save, the new UOM will be listed with the original one and only the old UOM will have the Default (for Vendor IsDefault) checkbox checked. However, if you refresh the page you will discover that neither row has the default checkbox selected!The item no longer has a default vendor?! How? and why?  If you try to add the new UOM from Vendor Inventory (PO201000), you get an error “An attempt was made to add a duplicate entry.” even though that page is capable of displaying and editing multiple entries Is there an easier way to load this data without removing default vendors from our items? 

I dont believe this is possible but going to ask. Can you allocate an items quantity on a sales order to a location (like how the Shipment does it when it is created). I know you can allocate it to a warehouse. The Location field exists on the Line Details tab of the Sales Order but it is not editable.

I’m a wholesale distributor with my own fleet of delivery trucks and daily delivery routes. Is there a way in Acumatica to sequence individual shipments so they appear on the Truck Manifest IN THE SAME ORDER in which they would be delivered? OR since the Manifest is generated from a Picking Worksheet, is there a way to sequence shipments on the Picking Worksheet? Thanks.Mike PetersSanico, Inc.

We have a large customer that places multiple orders per week. Since the customer has central receiving we think it will make the most sense to create a bulk Batch Pick List for picking purposes. However, the delivery route that services this customer INCLUDES SHIPMENTS FOR OTHER CUSTOMERS as well. These “other orders” would be on a separate Pick List, and hence a different Picking Worksheet and Truck Manifest.In this scenario, Is there a way for us to create a Batch Pick List from one set of shipments for picking and then re-create another Pick List to include the batched shipments with the shipments for other customers? Or, can separate Worksheet #’s be combined into one Truck Manifest? I’d rather not have our drivers have to carry two separate manifests. THanks.mikeSanico, Inc.

We maintain a few different Shopify store that feed into Acumatica. One of them closed earlier this season and we had one store created to test out some functionality. As we are launching a few new stores we want to keep ACM clean. There is a delete icon in the Shopify stores toolbar but it is always greyed out. Is there a way to delete? 

We set up a prepayment terms ID with the settings to require %100 prepayments for an order to be processed. When using integrated credit card processing for payments, such as Authrize.net, we find that the system will recognize transactions that have only been autrhorized (not captured) as paid and apply it towards the order.See the screenshot of such a payment in the sales order.  Is there a way to overwrite it and it should recognize it only when it’s captured? Below is a screenshot of the terms set up. 

Can we import the historical sales order into the system and Without creating Shipment and Invoice.

Hello, we need to help in getting report using API.From screen, when we click on report button, we are executing some logic and then opening up report. So we would like to know how can we achieve this using APIs.

All of my Sales Orders in the Details tab show <SPLIT> in the Sched. Shipment Date and are empty when checking Line Details. The Sales Order has a Sched. Shipment date entered in the Shipping tab and the Purchase Order has Promised On date entered. I’m trying to understand why they are always showing <SPLIT> instead of the dates provided?

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

Do you know what DAC SOShipLineSplit is for and what triggers its population (UOM issue)? I am trying to understand the difference between shipline and shiplinesplit.As an example:Product XX has a base unit of EA and Sales Unit of BOX (5 EA in a BOX). Units are marked as divisible.  PO is EA (so we can’t change the base unit) We raise a SO for  XX: Quantity: 1 BOX Shipping transaction shows XX. Quantity 1 BOX ,the sales unit. On the Picklist form (report) the UOM is set as “=IsNull([SOShipLineSplit.UOM],[SOShipLine.UOM])”.  [I think this is standard]The picklist shows XX with Qty 5 EA to pick (not 1 BOX)(as Shipline.UOM = BOX but ShipLineSplit.UOM = EA) While this is the correct number of base units, we want the picker to send out an unopened box, not 5 individual products and we get mistakes when a shipper (manual picking) sends out 5 Boxes! QuestionsWe did not and don’t expect to ship less than a box (so never 3 EA) so why is ShipLineSplit populated?  Can I safely update the report t

We have two separate companies setup and users are assigned to one or the other. Company A is associated with Warehouse A and Company B is associated with Warehouse B and restriction groups further prevent users from seeing the other company warehouse. However, when using the Next List button in Pick, Pack, Ship, the system attempts to assign open Pick Lists regardless of the warehouse. When it tried to assign a Pick List associated with a warehouse the user doesn’t have access to it throws an error: ‘The ###### pick list has been skipped because of an error. See the trace for details.’ There are no errors in the trace log. Essentially the user has to keep hitting next list and triggering an error until they get to a valid Pick List. Has anyone else experienced this issue/know of a resolution?Actual Error on Scanner 

Hello,We'd like to know if Acumatica offers any rebate functionality that fits the following scenario:We purchase products from certain vendors who offer rebates on specific products when those products are sold to specific customers. These rebates can be either a percentage of cost or a fixed dollar amount, depending on the vendor agreement.The issue we're running into is that Acumatica calculates margin on sales orders using the item's Average Cost, which doesn't reflect these rebates.For example: if a vendor offers a 2% rebate on a product when sold to a particular customer, and that product's average cost is $10, we'd want the cost reflected on the sales order (and resulting transaction) to be $9.80 for that customer, not $10. Our sales price and margin should then be calculated based on that rebate-adjusted cost, not the standard average cost.We're not looking to change the item's actual Average Cost record, we just want to have the order/transaction use the rebate-adjusted cost f

I'm facing an issue with Acumatica 2026 R1 (Build 26.100.0175) while implementing hyperlink navigation in a custom Modern UI screen.ScenarioI have a custom screen generated using the Modern UI Generator. The OrderNbr column is displayed as a hyperlink using @linkCommand. @linkCommand("OrderSO")@columnConfig({    width: 250})OrderNbr: PXFieldState<PXFieldOptions.CommitChanges>; public PXAction<TSSOHistoricalData> OrderSO;[PXButton(CommitChanges = true)][PXUIField(DisplayName = "Order SO",    MapEnableRights = PXCacheRights.Select,    MapViewRights = PXCacheRights.Select,    Visible = false)]protected virtual IEnumerable orderSO(PXAdapter adapter){    Dictionary<string, string> parameters = new Dictionary<string, string>    {        { "OrderNbr", DetailsView.Current.OrderNbr }    };    throw new PXRedirectToGIRequiredException("OrderSOGITest", parameters)    {        Mode = PXBaseRedirectException.WindowMode.Layer    };}works fine in Classic UI facing issue in Mod

I’m encountering an issue when creating a PO from the Inventory Planning Display screen. The demand is being generated for a specific Project. However, when the PO is created from the Planning screen, the Project field on the PO is defaulting to Project X instead of inheriting the actual Project associated with the demand.I’m trying to understand whether this behavior is driven by system setup/configuration or standard Acumatica functionality.Is there any setup or configuration that can prevent the PO from defaulting to Project X and instead carry over the correct Project from the originating demand? 

How to Calculate  Landed Cost for  items in Drop-Ship Order . In Normal Practice Yes its Not Possible since drop-ship orders are shipped directly from the supplier to the customer without passing through your warehouse

Hello,Really struggling with this one. Customer uses Crystal reports for a year on year analysis so can do full sql etc. I’m trying to reproduce this below in a GI and this is for a specific customer Where is becomes difficult is that when they go live there is no last year data although we will have a legacy dac and that is challenge when there is no option to do union, has anyone else achieved this ?

I’d love to visit with someone who is using DRP for imports. We import textiles from India and Turkey so we have purchase orders placed, receive goods to an ITR warehouse when we put a container on an ocean shipment, then transfer goods to our main warehouse to fulfill sales orders. Our goal is for DRP to keep the inventory in our main warehouse to a minimum while keeping supply flowing in the purchase orders and containers in the ITR warehouse. Obviously DRP generates a lot of data with the requirement plans, safety stock, planned transfer demand, forecasts, etc. I’d like to hear with anyone who is using DRP and importing goods from overseas using container shipments (no preference on what you use to track containers - just interested in the bulk nature of transfers instead of being able to transfer at any time to meet demand). What tips/tricks do you have to keep this user-friendly for purchasing and inventory management staff? How did you set up safety stocks in each warehouse? 

I have enough stock item to adjust but after releasing it show the error message about

We are trying to find a solution to alert users that we have shelf-life inventory that is nearing expiration date. Is anyone using the MAX SHELF LIFE field on the Stock Item under the Inventory Planning tab? If so, how does it work? If there are other processes that people are using, I’d love to hear them. We want to be more proactive with identifying product nearing it life span.  Thanks! 

Does anyone else run into the issue of not being able to use non-stock kits because any component that has user-enterable lots cannot be added to a Non-stock Kit specification?If so, what was your solution? This has been a huge pain point for us.

I have setup an approval process for PPV (purchase price variance) in AP Bills.  I’m testing this and no Approval record is getting created: And the Bill is as follows: No approval has been created even though there is a 500 PPV.  Am I missing something?