Distribution

Hello all,I have been facing issue after updating the Cost for Non Stock items. I have entered:Pending Cost = 120Pending Cost Date= 10/22/2026Current Cost= 100 If I’m creating an PO for this item for the date of 22 or 23, it is still taking 100 and not 120. Shouldnt it be taking 120? 

We have a situation where a shopify order passed into Acu - shipped - invoiced with payment.  Then customer called and claimed fraud so Shopify refunded the customer and canceled the order.  Does connector handle this a specific way?

i would like to clarify the availability of a batch number or reference number for the Inventory Replenishment process in Acumatica ERP.Currently, we use the Prepare Replenishment (IN508000) screen to process replenishment requests. We have also identified the Replenishment Numbering Sequence setting (INREPL) in Inventory Preferences (IN101000). However, we could not find a replenishment batch number displayed in the Prepare Replenishment screen.Our Procurement team needs a reference number to identify and track replenishment requests by period, for example, requests prepared for October 2026.Could you please clarify the following? Does Acumatica provide a standard replenishment batch number or request reference number when processing replenishment through IN508000? If such a number exists, where can users view it, and how can they trace it to the resulting Purchase Orders or Transfer Orders? What is the purpose of the Replenishment Numbering Sequence (INREPL)? Does it generate an

I create sale return and prepare invoice it’s automatically generate credit memo (this is ok) I edit credit memo by deleting items details tab go back to sale return in so and update items in credit memo I click add sale order to add my sale return but I cannot find it. How to make it work.  

Our operations team wants to run physical inventory counts for key items, but they do not​ want the system to adjust inventory automatically after the count is completed.The reason: when there is a variance, they need time to investigate it. But they don't want to freeze inventory while the investigation is open.So what they actually want is to use Physical Inventory purely as a record​ — to capture:when an item was counted when the last count took place what the situation was at that momentAll inventory adjustments should be done manually, later, only after a user has reviewed and confirmed the variance.Is there any configuration or setup that supports this workflow in Acumatica?

Client has a Physical Inventory Type with Generation Method = By Inventory, and Select Method = List Of Items. When the PI is in Data Entering Status, they are not able to count new Items that were not in the original List of Items due to warning “Combination of selected Inventory Item and Warehouse Location is not allowed for this Physical Count.”Is there a way to count new Items or is this is how this PI Type is supposed to work?Thanks

Dear ALL,I am wondering why the "File Upload" button is missing from the Invoice (SO303000) screen. I checked the Access Rights by Screen settings for this screen and I still see the "Upload" feature. Meanwhile, other screens like Sales Order, Invoice and Memos have a File Upload button.  Best Regards,NNT

Hi community,I am trying to remove the "Prepare Invoice" (Prepare Invoice / SO302000) button/action on the Shipments screen for a specific role called "Planner - MRP".However, I am running into an issue when setting the permissions in both Access Rights by Role (SM201025) and Access Rights by Screen (SM201020): In Access Rights by Role (SM201025): When I select the Prepare Invoice action under Shipments and change Access Rights to Revoked (Rechazado), it automatically reverts back to Inherited (Heredado). The "Applied to Nesting" (Aplicado al Anidado) checkbox is checked and greyed out/read-only, so I cannot uncheck it to break inheritance. In Access Rights by Screen (SM201020): Navigating directly to the Prepare Invoice node in the tree and selecting the Planner - MRP role shows Inherited, but the dropdown is locked or automatically reverts, and the "Applied to Nesting" box remains checked without allowing edits. Environment Details: Screen: Shipments (SO302000) Action/Button: Pre

Is there any table in Acumatica which stores Average cost history against a stock item.

Hi Everyone,Can you please help me with the sample code to override the Quick Process Action in the Sales Orders screen?

I have PO with discount when enter PO receipt with auto create bill. After release Po receipt bill generate without discount. The bill should include discount the same PO. Please guide me.

 when I try to create shipment on this order, I have the problem “Order RR RR26000144 does not contain any items planned for shipment on '12-Jun-2026 12:00:00 AM'.” It causes the problem only order RR.

Hello linkies,Hope y’all doing well.I have been trying to create Wave Picklist for a Shipment with multiple locations.So here’s the scenario: I am looking to assign multiple pickers to the wave lists - one wave list for single shipment - with inventories from same warehouse but different locations - for those different locations different pickers to be assigned.I have created a Shipment as shown below:  And now when I try to Create a Pick List by filtering the values on the basis of the Location, the system doesn’t display the results in the table as shown below:  Also, upon creating a Wave Picklist, when I proceed to assign, the system displays me only 1 picker for one wavelist. Whereas, I have not been able to assign the same picklist to different pickers-as the locations are different:    Can anyone please guide me what I am missing here? Thank you in advance.

Are Document level discounts the only kind that are editable after they are added to an SO? I’ve been testing and that seems to be the case but thought I would ask

Hello, wondering if anyone is or has had the same issue when updating the current movement class for an item-warehouse using the Update Movement Class screen (IN506100) I’ve tried the following:Select Warehouse and Period, then Click “PROCESS ALL” Projected Movement Class would populate on some items I’ve tried selecting an item with a projected movement class and then click “PROCESS” Current movement class for that item would not get populated on (IN506100). I checked warehouse details for that item-warehouse and there is no value on the movement class.I’d appreciate if anyone has any suggestion or knows what I’m doing wrong to let me know. Thank you!!    

My company adds $3.75 handling fee to outbound UPS shipments. This amount is added to the freight cost we incur from the carrier (UPS), the sum of the two quantities (freight cost + our handling fee) are combined and billed to the customer on their invoice. I see handling charges can be added using SHIPPING TERMS, which can be assigned within CUSTOMER CLASSES. However, if I have a sale that is delivered via my company’s truck or if the customer picks up at my facility there should not be a shipping and handling charge. I’d like to avoid relying on users to manually change the SHIPPING TERMS on a sales order each time there is a customer pickup or deliver via our truck. Is there a way to attach the shipping and handling charge to SHIP VIA or CARRIER so this is automated? There must be something I’m missing in order to accomplish this. We are not the only company to use freight padding.Thank you,Matt

Hello, We’ve been using Acumatica WMS for about two years now. We were initially excited about the picking functionality—using a smartphone via the Acumatica app, or a handheld scanner—but it has not lived up to our expectations. I’m curious if anyone is having success? Here are our pain points: In order to pick via the handheld, you also need a printed picking worksheet to know where to go and what to pick. Using the Review screen during the pick is inefficient to look back-and-forth between. I wish the picking screen would tell you more about where to go, what SKUs and quantities to pick, rather than leaving you “blind” to that information.  It is therefore much easier for our team to just use the printed picking worksheet to pick orders. Using the handheld takes much longer.  As far as I know there’s no way to simply mark a picking worksheet as “picked” in Acumatica. You have to actually scan everything (which takes forever). Therefore our team just deletes the picking worksheet aft

If we send a quotation through email, if the customer replies back to the email will that be recorded under the Incoming email? Do we have to work on any integration or does standard Acumatica support this?

Hi all,Working on activating Inventory Replenishment for my company. Currently, the Moving Average method causes the Calculate Replenishment Parameters to calculate lead times based off of PO Receipt lines. Which is fine, however, typically, our initial PO will have a much shorter lead time as it’s coming from local stock with subsequent orders having longer lead times due to manufacturing, etc…My question is: Is there a way to override the setting so that Acumatica uses the Vendor Lead Time that we put in the item’s vendor tab line under the Stock Items screen? This would be ideal versus it calculating off the average lead times from past PO receipts.Ultimately, the system will “catch up” as more POs come through, but it would be nicer if we could just tell it to use the lead time in the item’s vendor line.ThanksJoseph

Can anyone help me with this?It is only sending to the first email in the list 

When we create a SO from Sales Quote (QT) using the copy order option, I have noticed the Quote is updated to the Completed status. However, I was unable to find the Sales Order number anywhere on the Quote. Is there a way we can see the So number on the Quote itself. Thank you!

Good day I am running the customer statement on demand for a customer denoted in a foreign currency and they have open items. However on printing the Multicurrency statement is comes out blank and the customer’s currency set in master data does not appear on statement.Where could I be getting it wrong?

Hi all,I’m testing Order Orchestration in Acumatica 26R1 using Destination Priority with multiple warehouses and wanted to confirm the expected behavior when total available inventory across all eligible warehouses is insufficient.Current setup:Fulfillment Strategy: Destination Priority Shipping Zone: EAST Warehouse priority: EAST CENTRAL WEST Order type is configured for Order Orchestration Will Call is cleared and the order is otherwise eligible for orchestrationI’ve confirmed the following behavior:If one warehouse can fulfill the full quantity, Acumatica may select that single warehouse. If no single warehouse can fulfill the quantity, but multiple warehouses can collectively cover it, Acumatica successfully splits fulfillment across those warehouses. If the total available quantity across all eligible warehouses is less than the sales order quantity, orchestration fails with:“The order cannot be orchestrated due to insufficient stock across all available warehouses.”  The clien

Hey all!I want to understand how the dead stock inquiry is calculated. We are in a manufacturing setting so our consumption of inventory are “issues” instead of sales.  How is the “dead stock quantity” and the “In dead stock (Days)” calculated?  Thanks for your help!

When we figuring out stock depletion, we often run into trouble with quantities on open blanket purchase orders. For example, we will look at inventory summary and inventory allocation to see a list all current inventory on hand, supply and demand. However, there doesn’t seem to be any report tied to the inventory item that includes quantities open on a blanket PO. As a result, contracts reflected in blanket PO’s are overlooked when we’re planning the phase out of an item resulting in all sorts of issues like restocking fees, large scrap values or modifying deployment plans.Is there any way to have visibility to open blanket PO quantities when looking at inventory summary or allocation? Is there any reason that these screens wouldn’t/shouldn’t include quantities on blanket PO?