Distribution

Hi everyone,I’m looking for guidance from the community on a matrix item performance issue we’re encountering.BackgroundWe have a client that relies heavily on matrix items, with a single attribute (Color) that currently has 6000+ values and continues to grow. This is due to vendors introducing many unique color variations over time.ProblemWe are seeing significant performance issues when working with template items:Template screen takes a long time to load System performance degrades noticeably In some cases, the screen becomes nearly unusableIt appears the system is attempting to process a very large number of attribute values when loading the template.ConstraintBreaking the attribute into multiple attributes is not an option for this client because:It would disrupt their current product structure It would negatively impact SEO and eCommerce product organizationQuestionsHas anyone dealt with very large attribute value sets (thousands) in Acumatica? Are there any best practices for ma

We are seeing some order are failing with the below errorThe order is missing the ship via code. Please map it with the shipping option in the store settings or specify it on the Customer Locations (AR303020) form. We would like to understand how we can pass the ship via information from shopify to Acumatica. We have all the settings in store mapping as needed but still it is failing. For failed orders we are manually updating the ship via in customer locations and has to sync. can some one help how we can get the ship via information from shopify to Acumatica? currenty the customer created with blank ship via.

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

Is there a way to change an item from stock to non stock?Thanks!

Hi Team,  Bright Side's orders aren't automatically invoicing like they should. When I go to manually invoice them I get an error related to Pacejet. Can you help look into what is going on? Below are the two shipments currently needing to be invoiced.I tried to correct the shipment to see if I could send it back through but since it has been too long since confirmation it wouldn't let me. The problem is, even though it wouldn't pull it back from Pacejet into Acumatica, it still deleted the shipment from the Pacejet side. So now its busted even more.

Question for those of you in Distribution who have a custom website integrated with REPAY (or another payment provider).Our current process is that the customer enters their credit card information in the secure REPAY window on our website. The website then sends the sales order together with the payment token to Acumatica through the integration. We don't pre-authorize the card on the website. Instead, we pre-authorize it later in Acumatica as part of a scheduled process.The challenge is that if the authorization fails, the customer doesn't find out until later, which delays order processing and creates extra work for our Customer Support team.I'm curious how others handle this. Do you pre-authorize the card as soon as the customer enters it on your website, or do you wait until the order reaches Acumatica? If you do pre-authorize it right away, what amount do you use? Is there a common best practice for this?We're looking at moving the authorization earlier in the process so customer

Hello,We’re still relatively new to Acumatica and are encountering some issues when attempting to update pricing on an existing Purchase Order. We’re following the below process:-Create the PO and move to Open status-Recognize a price update is required-Place the PO on hold-Attempt to update the price via item vendor prices (manually if only a few items)-Ensure effective date is before promised on date-Attempt to update price via worksheet-Select recalculate price to perform updateThis process has resulted in some successful price updates and some non-successful. My question is, are we following the correct process to update prices in already created POs?

Hello Everyone,We have a multi-company client that makes intercompany sales/purchases for the same items between multiple different companies. Intercompany Sales Order generation requires a default warehouse for the creation of the Sales Order.  Customer and Stock Item default warehouses do not work becuase the same stock item could be sold to multiple different intercompany customers.Is there a way to default the warehouse by the selling branch?   Thank you!Luke

Wondering if anyone has any customizations/add-ons used for container management in Acumatica that does not involve PC Bennett or IIG container modules? Looking for ideas on how others are handling.

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? 

On Process Shipments page, can you only process shipments for that current date (or prior?)  Not any shipments in the future?   We will be closed for a couple weeks and would like to process shipments early  (That will be picked up by UPS while we’re closed)  we would like to keep the scheduled shipment date as actual date UPS picks it up..  For invoice, billing, etc.I see how when creating a shipment you can create for scheduled shipment date.   Also, invoicing.  Prior to releasing you can change the ship date that automatically  adjusts the net30 and posting period.It’s seems like the only hiccup is printing the labels.    

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!!    

hello all,I have been trying to find a report Qty On Hand traceability report. So the report should display the Qty On Hand for a specific period. For instance, if my qty = 10 for June and I made a sale of 5 in July, so irrespective whenever I would the report if I enter my period of June in filter it should show me that in June month I had a qty of 10 units, expanded by Lot/Serial number & warehouse/Loc. Where can I find such or any references?

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 attempt to correct a previously created Purchase Receipt, the system does not generate an IN Reference. As a result, the Batch Number is also not created.Has anyone encountered this issue before? Any insights into possible causes (configuration, posting status, or known limitations) would be greatly appreciated.

We’re using Pacejet with pack and ship in Acumatica. I’m wondering if anyone is having speed issues like I’m having. It takes about 45 seconds to confirm an order.

Hello,      Happy 2026.     Our company's scenario is as follows: We have two branches – Branch A (corresponding to Warehouse A) and Branch B (corresponding to Warehouse B).    We have certain items that are centrally procured by Branch A but sold to end customers by Branch B.    When using the replenishment function, we hope to monitor the inventory of Warehouse B. Specifically, when Warehouse B's inventory falls below the reorder point, it should trigger the preparation for replenishment.     However, we want the procurement to be conducted by Branch A with the vendor. In other words, the generated Purchase Order (PO) should be issued by Branch A (linked to Warehouse A) to the vendor.Is there a way to achieve this?

Hello all,How to setup & enable 3 way match feature? Is it available in 25R2? I need guidance on this. Thanks.

Hi,Could please let us know that whether there any option is available to convert discount in "Discounts Tab of Purchase Order" to "Discounts Tab of Bills and Adjustment" automatically?Thank You. 

I’m wondering if it’s possible to change the line details (locations) allocated on a shipment via API. Let’s say row 1 has a qty of two, allocated to two different locations, I want to change those locations via API. I have not been successful in doing so. 

We are trying to link three Sales Order to one Purchase Order. We were able to get one SO linked to the PO, however, the other two cannot link. There’s not even an option to see them. Both are using the same Source and vendor, and part. Any guidance on how to solve this would be greatly appreciated.Purchase OrderOne of the Sales Order 

Hello all,i am facing an issue where, And my PO:how can we write off the extra balances?  

My client needs the ability to have multiple shipment open on a sales order simultaneously. The create shipments to tell the warehouse to prepare configuration of the shipping items, prepares a pro-forma invoice, and creates a shipment to send to US Customs.What have others done for their clients to achieve this or this type of need, workflow customizations?

Hello,We need the freight cost that is defined on a dropship PO to be linked back to the sales order. We need the freight cost to be tracked and passed from the vendor back to the customer in order to track profitability for the freight line on the sales order. If we do not have the ability to track freight cost, then all we are getting on the sales order is the freight price which throws off profitability.  Tracking dropship freight cost to a sales order invoice. Here is a dropship purchase order. I added line 002, Freight Charge, onto the PO at a $50 cost. This is the cost the vendor is charging us for freight. This line is linked to the sales order. We would like this cost reflected on the sales order that is linked to the dropship purchase order for profitability purposes.   Here is the sales order that is linked to the dropship purchase order. As you can see the “Freight Charge” has a price of $100. To explain further we are charging the customer $100 for freight when the freight