Distribution

v2023R1 currently.  It sounds like 25R1 will change our world on this topic, but we’re not there yet.  Even 23R2 would probably help because that’s where they introduced Allocation management.We typically allocate serials of heavy equipment and accessories that we sell at the sales order, rather than waiting for the shipment.  I select the line in the sales order, click Line Details, check Allocate and then browse for a serial, *every* serial in the warehouse shows in the lookup window.  I select one, and I’m told that inventory quantity will go negative because it’s already allocated to another sales order.Right now we do this dance down the list until it doesn’t error any longer.  What’s strange to me is that the lookup screen lists Qty On Hand (1), Qty Available (1) and Qty Hard Available (1) for every item in the list.  I would have expected one of the Qty Available values to be 0 when it’s allocated to another sales order, but unfortunately nothing on this screen

We use Converted UoMs (Sales, Purchase, and Base Units) so that each party in the transaction can work in their preferred unit of measure — which is a core ERP capability.Acumatica is configured to support this, and the conversion logic works correctly in most areas. However, we’re running into an issue during billing.After further investigation, it appears that the converted UoM must be defined as an integer value (no decimals). If that’s the case, it significantly limits the usefulness of the converted UoM functionality, especially for customers who require fractional quantities.This seems inconsistent with how UoMs are handled elsewhere in the system, and it undermines the purpose of having flexible unit conversions in the first place.Has anyone found a workaround for this? Or is there a configuration setting we may be overlooking?

In SALES ORERS/ TRANSACTIONS SHIPMENTS. Whether the shipment is unpicked, picked, or picked an packed there is a function when you used to be able to  “correct the shipment”. This feature now just returns an error, and locks the order up. If you don’t wish to finish the shipment and send to invoicing, you can’t change how the product was packed into boxes, you can’t put it on hold and delete the picklist (which allowed me, formerlly, to then delete the shipment) So reverse the order through all it’s steps, after the picking was confirmed, to delete the picklist, then the shipment. I now have a bunch of orders tied up like this due to user error (error confirming before finishing picking and the like, you know human stuff, and now cannot correct the errors.  It is super frustrating. So far I waited a week for acumatica to respond to my software vendor SWK’s issue, as the error that Acumatica was generating says “ERRORS HAVE OCCURRED” and correcting the shipment fails, t

Hi All,I came across a situation where I see Acumatica changed quantities based on applying a filter to a column within the Transaction History. When I apply a filter on "Tran. Type" to only show adjustment, it changes the ending quantity amount. It seems to remove the 10/2/2025 issue transaction from the math.

I know that if I Prepare Invoice FROM the Sales Order after the shipment and return are complete, I will get a single invoice with both the return and the new item(s).However, that isn’t normal processing.  We don’t want to handle RMA invoicing separately. When we use Process Shipments > Prepare Invoice - we want to hold off invoicing till everything is returned and replacement shipped and create a single invoice (or credit memo if more returned than shipped). Is there any way to force the shipped and returned items into a single invoice?

Hi Everyone!Is there a way to set-up an item to only allow sales in specific increments? As an example, we might buy a roll of 1000’ of wire, but I only want to be able to use (via BOM) or sell (via SO) in increments of 100’. Is there a way to set that up?

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! 

I have a sporadic issue in WMS Receive and Put AwayOccasionally when a PO is number is scanned the screen shows a receipt has been create but the lines from the PO do not populate on the screen as expected.We are unable to determine the situation / status where this occurs vs does not occur Have you seen this issue ?  

Hello all, we have a client that currently heavily deals with kits within kits. Is this something that Acumatica can handle without modifying it?

Hello Experts                      Until now (2025R2) or before, is there a way to set the sales Price for FIFO item based on its layer cost.  Like for item A, we are having 3 cost layers on hand.   Like $10,$11, $9. Can we set fixed markup like $3. When the $10 stocks are sold out, the system will change the price from (10+3) to (9+3)?

Hi Team,We have customized the process order screen for client requirement to include one more action, we would like to check if, parallel processing can be turned off for this specific action and verify it that is causing This action includes a print job and for some reason, for few records we see duplicate prints.If this not feasibility, open for your suggestion. 

Does anyone know of a way to handle the new CO Retail Delivery Fee ($.27 beginning July 1, 2022) either with Avatax or without? Avalara had sent out communications regarding this which stated to perform the following: Merchants subject to this fee will need to add a $0 line item to their orders with the OF400000 tax code. I’m unsure as to how this would be done in Acumatica. Perhaps someone from Acumatica may know if there will be something released in a new build perhaps? 

Hi,I wanted to see if there were separate rules for INSiteStatus vs. INLocationStatus’ QtyAvail fields?INSiteStatus returns a value for QtyAvail that matches the INventory Allocation summary in that it deducts ON Issue, Allocated and BAckordered - which are defined in our default calculation rules.For INLocationStatus, it is only deducting the on issue amount but not allocated / backordered. is this an incorrect behavior that we need to correct or done on purpose?ThanksJoseph

Just checking for a little advice.First, I’d love if this were possible with in-box or Generic Inquiry type solutions.Barring that I’m questioning how to modify the available columns in this selector box (or any given selector box really).“Select Revision” BoxIdeally I could click the gear icon on the “Select Revision” pop-up. But it doesn’t show any columns that aren’t already shown.If I have a UDF or another field that isn’t already shown, I’d like to be able to add them by default.Is there any way to do this in-box?If not, does this post represent the best path forward, and wher

Is there a way to add the date the invoice was paid in a GI with the invoice number and the date the invoice was generated? I am trying to show in the system the average date an invoice it paid in correlation to the customers terms. Are the customers paying late or on time?

In the past few weeks we’ve had two different users report the same issue.  Of course, we can’t duplicate it.They are reporting that, when they have a sales order with lines marked for PO, and they create the purchase order using the “Create Purchase Order” option/screen, the Vendor location selected for the items is not always the default vendor location for that item.  When it’s not, the system seems to randomly choose a vendor location, sometimes locations that aren’t even set as the default location for any product.Since we can’t reproduce this, I’m leaning toward user error, but I’m curious if anyone else has experienced it.

Hi,We would like to disable the access to the (+) button for manual addition of new lines in Purchase Receipts. All lines should be linked to a PO.However, we do not want to take away the (x) button for deleting lines, since the Purchase Receipt may require amendments after being created from the Purchase Order.I have not been able to disable the (+) button without also disabling the (x) button, as the Delete access right also gives access to creating new lines. Any ideas on how to implement this restriction?

I recently created a pivot table off a GI that shows unit inventory and sales. The inventory piece is a bit challenging in that the Qty Available is correct, but on some lines it’s showing up as two separate numbers - always double what the actual available amount is.I’ve checked the GI and it shows the correct value, so I’m wondering why it’s doubling in the pivot table.not all records are like this. only a few. see below. Is there something wrong with the inquiry or is this a bug in the system?thanks!Joseph

Issue Description: We have locked down the Stock Item screen to prevent users from adding/modifying vendors on inventory items. However, we've discovered that users can bypass this restriction through the Purchase Order workflow:User creates a PO with a Stock Item and adds a vendor that isn't currently associated with that item When the PO is received, the system automatically adds the vendor to the Stock Item's vendor list This circumvents our intended security controls on Stock Item vendor managementCurrent Setup:Stock Item screen access is properly restricted for regular users Users have appropriate rights to create and receive POs This appears to be happening during the standard PO receipt processQuestion: What's the recommended approach to prevent vendors from being automatically added to Stock Items during PO receipt when users don't have dir

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.

Hi everyone,is it possible to change components from an Non Stock Kit in an Sales Order, Shipment or in the service order?I haven´t found a way to do that.Thanks a lot. 

Hi Team, I hope you’re doing well. I am working on a client requirement to automate their card payment re-authorization process. I’m currently testing this in my local instance (2025R1) but have run into an issue. I have two Sales Orders with expired payments, but they are not appearing on the Credit Card Processing screen. Despite adjusting the parameters, I still can't get them to show up. Is there a specific setting or step I might be missing? Screenshots below are the two SO with expired payments and Credit Card for Sale screen.Thanks Everyone! :)   

On the print confirmation the lines and qty duplicate. lines nbrs 1 and 3.  

I am trying to create a role for an ECommerce administrator, who needs access to only update the stock item descriptions (body) in Acumatica.  The rest of the screen’s fields must be inaccessible for her to change.I can only find a container element for “description”, and I think this will be for short description (name).  Any ideas where I can find the container and container element for the body description? 

Hi Acumatica Community,I’m looking to learn how others are handling PO revisions in Acumatica when a PO goes through multiple changes over its lifecycle. We’re running into challenges tracking quantity changes, date changes, and other key updates because users are editing the original PO fields rather than having a clear revision history.Today, changes overwrite prior values on the PO, which breaks reporting for vendor accountability, financial reporting, and audit visibility. We don’t have an easy way to answer questions like what changed, when it changed, or how often a vendor moved quantities or dates.For those of you managing frequent PO updates: How are you tracking PO revisions over time? Are you using revision tabs, custom fields, workflows, or external reporting? How do you preserve historical values for quantities and dates while still allowing operational updates? How do you handle ve