Community
Discussion Forums
Distribution

Distribution

Inventory, Orders Management, Warehouse Operations

2,057 Topics
7,701 Replies

When you subscribe we will email you when there is a new topic in this category

2057 Topics

Recently active

Most replies Most views Newest first

estebanperalta54Captain II

asked in Distribution

Reserve inventory for a customer

Hi! is there a way to reserve inventory for customers without sales orders? I’m familiar with sales order allocations and transferring inventory to location holds but was wondering if there was another way. The business case is when certain product is low they need to set it aside for priority customers.

283

1 hour ago

PROTOFEFFreshman I

asked in Distribution

When Creating a new PO - Warehouse Defaulting to wrong location. How to Change this?

Hello, We recently updated our module. When generating purchase orders the warehouse location is auto defaulting to the wrong location. how would i mass change this to the correct location? After reviewing Vendor profiles, we discovered the purchase settings for WAREHOUSE within the profile is blank. With that said we cannot figure out why it would default to the wrong location and why our data was deleted after the update. Not sure if we will have to change this for each individual vendor one at a time or if a mass data dump possible. thank you.

17511

2 hours ago

CodyKFreshman II

asked in Distribution

GI for Inventory item, Last Cost and Sales Prices no longer working.

We had a GI that would give us the Inventory ID/Descriptions, Last Cost, and Price Class/Price. Now it is not showing any information. When you first open it, you get the Correlation Name error listed below. Then 3 of the “Results Grid” are now showing to not be correct. Anyone able to help me fix this? Thanks in advance

305

2 hours ago

ltussing03Captain II

asked in Distribution

Qty on Orders showing on Normal POs

Hello,QTY on Orders is available for normal POs. Help indicates this should only be available for Blanket POs.Does this serve any purpose on a normal PO? It seems either the documentation below is wrong or Acumatica is functioning incorrectly as this is available for a standard PO.

133

3 hours ago

kurtwoesteFreshman II

asked in Distribution

Non Stock to Stock Conversion SO Prepared Error

We converted 500 items from Non-Stock to Stock without any issue. However, one item is throwing the following error: SO Prepared. How do I know where to go to fix? The error is so vague.

5110

4 hours ago

jameshSemi-Pro I

asked in Distribution

Bulk Loading Customer's Trucks and Rail

Hello Community!I’m curious if anyone out there is currently using Acumatica or a third party software that integrates with Acumatica for Bulk Truck Loading operations? We’re a company that has a division that loads bulk materials into customer’s trucks on our site. We also have a rail spur we do bulk loading from. I’ve seen several solutions for fleet management but this isn’t our fleet and we’re not managing the trucks after they leave our facility. We currently have a home grown application we’ve used for many years that we’re looking to replace with Acumatica and/or a natively integrated solution.Some key things we’re looking for:Scheduling Customer Pickups (Day and Time by Pickup Number) Truck / Customer Tracking per Matching Pickup to Order/Shipment Rerouting Shipments to alternate customer locations Scale Operations Rail Operations (Multi-car and Multi-destination) BOL Creation Price Management by Customer / ContractIf you know of a solution that could fit all of these into a

7 hours ago

dougmcbride79Semi-Pro I

asked in Distribution

LightSpeed Internet Phone Integration

We are considering the LightSpeed internet telephone service with the Acumtica integration. Can anyone tell us his or her experience with the LightSpeed and the Acumatica integration?

221

7 hours ago

randimundtFreshman I

asked in Distribution

Cycle Count Date Allocation

I’m trying to better understand the cycle count process using the ABC codes. I understand how to set the counts and allocate the percentages, but I want to understand what date the system is using as a starting point for the calculation.I’m not able to find anything that can tell me what date is used or how we can modify this date.Does anyone have any insight as to where or how I can find this information?

251

7 hours ago

jzhuJr Varsity III

asked in Distribution

Error with creating shipment: Order does not contain any items planned for shipment

Hello! We are not able to create shipment with this error, I have read a couple related topic posted in community but still not able to solve this. Any ideas on where I should check and what I need to do to fix this issue? This is a shopify order type we are working with and trying to create. Thanks!

397

8 hours ago

adriangavino45Freshman I

asked in Distribution

Advice on Managing Daily Releases for Large Purchase Orders

Good day everyone,I’m looking for advice on handling daily releases for large purchase orders in Acumatica. One of my clients places substantial weekly purchase orders with their suppliers (500 lines or more), but due to space constraints in their warehouse, they send the total order qty while requesting daily deliveries. This way, the supplier is aware of the total quantity but ships it in smaller, daily increments.Basically we are looking for an operation like this example: They manage a high volume of part numbers with variations in model, size, and color (matrix items), which adds complexity to the process. Has anyone encountered a similar scenario, and if so, what strategies have worked for you to streamline this kind of operation?We explored the option of blanket orders but having to generate 6 purchase orders is extremely impractical for the customer.Any insights or suggestions would be greatly appreciated!Thank you in advance.Regards.

194

1 day ago

rwhetsell77Freshman II

asked in Distribution

Issue linking SO qty to partial qty on PO impacting Prepare Replenishment Screen

Client is on 2024 R1.I have an SO line for 40 units of an item. There are none in stock.The item has a min of 50 and a max of 100. Prepare Replenishment tells me to order 140. I decide to order just 100, which will leave 60 for stock. I create the PO.I subsequently decide to Mark the SO line for PO and link the 40 units to the PO line for 100 units.This action changes the entire PO line from “Goods for RP” to “Goods for SO.”When I rerun Prepare Replenishment, the system tells me to purchase 100 because it’s not recognizing the extra 60 on the existing PO because of that flag.Wondering if I’m missing something in setup or is this just a shortcoming of how Acumatica handles this?

1 day ago

dzabinski15Freshman I

posted in Distribution

Extended Producer Responsibility (EPR)

Hello Acumatica:I’m writing to inquire and discuss what companies are doing to capture data which is required, and will be required in states where EPR, Extended Producer Responsibility is being discussed. Peerless-AV is beginning a study of what products we will need to report on all of our packaging, where it is being sold, and what our cost for compliance will be in each state. One question is, what is Acumatica researching as far as solutions for EPR. A second question is, how are companies handling this today? My understanding of the requirement is, the material that makes up our packaging will need to be broken down into the materials that fall under the requirement. Then, based on how much of these materials are used in packaging a particular item, we will need to extend that to a project cost we will have to pay the governing body based on how much we ship to any particular state. Here is a website that discusses the regulations: https://epr.sustainablepackaging.org/ Is an

180

1 day ago

Manikanta DhulipudiCaptain II

asked in Distribution

Top Selling Items In a Generic Inquiry

Top Selling Items In a Generic Inquiry? Looking for your suggestions

373

1 day ago

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

1794

2 days ago

Joe SchmuckerCaptain II

asked in Distribution

Printing multiple copies to Device Hub using an Override

On the Shipments Screen, I overrode the Print Shipment Confirmation button so that I can direct the print job to a specific printer on the Device Hub. It works. But I want to specify a number of copies. There is a printer parameter NumberOfCopies but when the print job is sent to the Hub, it seems to be ignoring the parameter.//THIS WORKS but only prints one copy even if NumberOfCopies is greater than 1//PrintSettings printSettings = new PrintSettings()//{// PrinterID = printer.PrinterID,// NumberOfCopies = iCSPrintHubActions.NumberCopies,// PrintWithDeviceHub = true,// DefinePrinterManually = true//};//PXGraph.CreateInstance<SMPrintJobMaint>().CreatePrintJob(printSettings, reportID, parametersDictionary, "Shipment Confirmation", CancellationToken.None);//to use this you must uncheck Use Parallel Processing in the Device Hubfor (int i = 0; i < iCSPrintHubActions.NumberCopies; i++){ PrintSettings printSettings = new PrintSettings() { PrinterID = prin

222

5 days ago

olievesFreshman I

asked in Distribution

Receive 0 qty on a PO or short a PO

We need to 0 the qty of an item that did not come in.When I create the receipt and change the Received Qty to 0, I get error: Quantity must be greater than 0.What is the right process to indicate a receipt is short?

1352

5 days ago

jwarrenVarsity II

asked in Distribution

Reason code at Detail level of SOR/Appointments

We have large service orders with many lines - each line represents a task at an appointment and we can have up to 20 appointments. There are often times when a task can’t be completed at an appointment. We want our service techs to be able to indicate a reason code when a task is not completed, and a free text field to indicate the reason - and of course we want to be able toe easily report on these reason codes on a weekly basis. See example of an appointment task and what we would like to see: Inventory ID - Service L1 - Status - Not Performed - Reason Code - 04 Wrong Measurement - Reason Description - “Client provided wrong measurement”. Is there any way I can get a field like reason code in the Detail section of Appointment/Service Orders without a customization? I see there are attributes associated to the SKUs which are used in the Detail section but I don’t see any way of adding those attributes to the Detail section. I am also able to add attributes to the overall SOR/Appoint

5 days ago

LarsDFreshman I

asked in Distribution

Optional or alternative article in sales offer

For some sales offers we need to show optional or alternative articles or positions in the sales offer. For example: Position 1: 1x Notebook A 1000 USDPosition 2: 2x Bag for Notebook as option 100 USDPosition 3: 1x Notebook B als alternative for 1500 USD The total amount of the sales offer should be still 1000 USD as position 2 is only an additional option for the customer and position 3 is an alternative for position 1. I am not sure how to set this up in an sales offer as all 3 positions are priced and the total sum of the offer should be 1000 USD, means the price without the options. Has anybody the same topic solved ?

484

6 days ago

nshah90Freshman I

asked in Distribution

Add Customer PO Number to Shipping Label

Is there an OOTB way to pass the customer po number to the shipping label - UPS or FEDEX? Feels like there should be a mapping somewhere but I feel like I am missing it.

343

6 days ago

jsudakJr Varsity III

asked in Distribution

How do we use RR when we ship the replacement and pick up the return at the same time?

How do we use RR when we ship the replacement and pick up the return at the same time? We typically send the replacement item via company truck and pick up the defective/warranty item at the same time (or sometimes a day or two later, as the original item still needs to be extracted when the replacement item gets installed). The problem we are having is that the replacement shipment needs to be Confirmed before the Return item can have it’s shipment created. The SO entry appears to function the way we desire with the replacement item and the return item on the same transaction, but we have no document(s) for our driver and the customer to indicate both the replacement and the return being processed at the same time.

170

7 days ago

lhall1979Freshman I

asked in Distribution

‘POReceiptLineSplit’ Error

When trying to create a Purchase Receipt, I am getting this error: Another process has added the ‘POReceiptLineSplit’ record. Your changes will be lost. What does this mean?

335

7 days ago

nsmith51Jr Varsity III

asked in Distribution

Trigger Email Template Notification along with Reports as attachment

Hi Acumatica Community,Can you please help me with the sample code to invoke the Email Teamplate from code level along with the reports attached. I found the below article but attachement code is missed. Can you please help me with the attachements code. https://asiablog.acumatica.com/2017/05/sending-notification-template-from.html

120

7 days ago

jvarughese23Freshman II

asked in Distribution

Is it t Possible to calculate Landed cost of item of a Drop Ship Order ie; Need to add the cost to Item

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

481

8 days ago

cviannaFreshman 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

686

8 days ago

skumar98Freshman I

asked in Distribution

How to create a filter that filters out allocated items in GI ?

575

8 days ago

Page 1 / 83

Badge winners

ramyaravichandran80has earned the badge Innovator
GavinWorsleyhas earned the badge Easy talker
Michaelhhas earned the badge Reports and Generic Inquires expert
asnell64has earned the badge Easy talker
andrewmhas earned the badge Manufacturing expert

Show all badges

Terms & Conditions Cookie settings

Sign up

Already have an account? Login

Social Login

Login to the community

Social Login

Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.

Enter your e-mail address

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.