Distribution

Inventory, Orders Management, Warehouse Operations

  • 1,033 Topics
  • 4,006 Replies

1033 Topics

P
Freshman I
Pinny
asked in Distribution

SO change after creating shipment

I’m looking to have the flexibility on a SO document after creating the shipment (prior to confirming the shipment), for example add or remove items from the SO, increase or decrease quantities, or change shipping location.I know we can create another SO and attach it to the same shipment, but this only helps when we want to add and item or increase the quantity, however this wont be a solution if we want to remove an item or decrease the quantity on the SO level or change shipping address.I know there is an option to delete a shipment and re-create a new one, but this doesn't work for me, since I created already the shipment and employees started working with the shipment it will cause confusion with deleting and starting again and duplicate work.Is there any other solution how this can be accomplished?

6
Dana Moffat
Acumatica Moderator
1 month ago
J
Freshman I
jparvezFreshman I
asked in Distribution

Cant Convert a Sales Quote to SO

Dear Community, I cannot convert a sales quote to a Sales order. The convert option is grayed out. Sales Quote Status is approved Business account is extended as Customer Am i missing any steps? 

6
J
Freshman I
5 months ago
P
Freshman II
priekenberg40Freshman II
asked in Distribution

Error: Paperless Picking with "Single-Shipment Pick Lists" and "Confirm Shipment on Pick List Confirmation"

When confirming a Pick List i always get the error:Another process has updated the 'SOPickingWorksheet' record. Your changes will be lost.Create Sales Order Create Shipment Create Pick Lists with “Create Single-Shipment Pick Lists” Check “Send To Picking Queue” and “Confirm Shipment on Pick List Confirmation" Start “Pick, Pack, Ship” - Next List - Scan Location, Package, Item - Confirm Package - Finish And Next ErrorSetting: PackOnly  What am i doing wrong? In 2021 R2 it worked this way.

6
Hannah Barnes
Acumatica Employee
4 months ago
J
Freshman II
jwarrenFreshman II
asked in Distribution

Error on Shipment of Lotted Items

Receiving the following error when trying to create a shipment for a lotted item.Not sure I understand this error because there is 1 item available in that specified lot. This error happening on all lotted items on Sales Orders.  

6
J
Freshman II
2 months ago
A
Freshman II
AnastasiaSchroeder88Freshman II
asked in Distribution

Transit process

Hello all, I wanted to ask if there is already a transit process in Acumatica or planned?The process looks like this: A company from Germany orders e.g. metal in China. This metal is brought from the supplier in China to the port and shipped on a ship. The ship is on its way to Germany for at least half a year. In Germany, the goods are transported from the ship to the company, which then ships the material to the customer. In the ERP this should look like this: Purchase order to the main warehouse-> Stock transfer to fictitious storage location "Transit", as soon as the goods are loaded onto the ship in China (these transit transactions are to be displayed in an overview, from which the goods receipts can be created) -> As soon as the goods have arrived in Germany, a goods receipt is to be created from the above-mentioned overview, whereby a stock transfer from the storage location "Transit" to the storage location "Main" is triggered in the background and the goods receipt can

6
RohitBhandurge
Jr Varsity I
6 months ago
C
Jr Varsity III
chidao
asked in Distribution

Sales Orders - RM & RC doesnt show Orginal SO Number

Hi All,After we issue an Invoice, there are some cases we have to cancel the Invoice & SO, or adjust the price, we create RM & RC from SO Screen for current. But there are no identification signs on the Original SO that show the Original SO is canceled.It seems we can not know which SO is canceled and which one is processed successfully.Do you have any idea about this?Thank you so much,Yên Chi

6
Dana Moffat
Acumatica Moderator
6 months ago
E
Jr Varsity III
eshahid98Jr Varsity III
asked in Distribution

Physical Count - Display Quantity "Available" and "Available for Shipment" on Physical Count Screens

Use CaseMy client runs an in-house repair shop. They are using service orders to manage in-house repairs on equipment. There are open service orders where stock items are already consumed on the repair. The service order can’t yet be closed because further work needs to happen. ProblemWhen a physical count is generated, the items already used on the service order are still considered “on-hand” by Acumatica. This causes the physical count to display higher book quantity than there actually is on the bin. This can cause stock items to be reduced too low by mistake. For example:I have 13 stock item X on hand I used 2 on an open service order I generate a count, which displays 13 on hand During the count, I input 11 as Physical Quantity The system adjusts 13 stock items down to 11 I close and bill my service order This process further reduces stock item X by 2 units Now I have 9 in the warehouse, whereas I should have 11 in the warehouse. I have adjusted down the Item X by 2 units during t

6
U
Jr Varsity I
1 month ago
dsimmerly
Jr Varsity III
dsimmerlyJr Varsity III
asked in Distribution

Historical Sales Order 'Backlog'

If you run the Sales Order Summary Report (SO610500) with no beginning date, the current date as ending and and additional filter of status not equal to complete, you would get a list if all Sales Orders that still need to be filled the their Open Qty and Open Amount.  I would call this the ‘Sales Order Backlog’ or Open BalanceI would like to see this same “Backlog” as of a historical date , say a year ago.  How could this be done? not quite sure where to begin…  thoughts?  

6
dsimmerly
Jr Varsity III
6 months ago
D
Freshman II
dsenevirathne54Freshman II
asked in Distribution

Inventory allocations (PO Receipts) in inventory balance report

Hi,I have run the inventory balance report with following parameters.  In the report, it shows 20 items under PO receipts. But there is no uncompleted PO receipts available. I’m unable to identify what is the quantity shown under the PO receipts. Could anyone help me to identify what is this quantity shown under PO Receipts ? Thank you,Dulanjana 

6
D
Freshman II
3 months ago
Jeff96
Pro I
Jeff96Pro I
asked in Distribution

Require Prepayment to be captured to be marked as paid

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. 

6
NuwanTharanga62
Acumatica Employee
3 months ago
R
Semi-Pro III
rosenjonSemi-Pro III
asked in Distribution

Inventory Adjustment Approval Workflow?

Has anyone created an approval workflow for issuing inventory adjustments? Our controller was wondering if this was a possibility. Thanks, Jonathan

6
R
Semi-Pro III
7 months ago
Jeff96
Pro I
Jeff96Pro I
asked in Distribution

Update Picking Location after Physical Inventory

Hi,  Is there a process that will update the picking location on a shipment after doing physical inventory?Example, we sell item EGI123 and it’s located in location “A”.A shipment is created and the picking location is “A”.After doing a physical inventory count we find that it’s actually in location “B” and we update accordingly using the physical inventory process. We now need the picking location on the picking sheet to be updated to “B” so the pickers can find it.

6
Dave Gutman
Acumatica Moderator
1 month ago
S
Freshman I
snamen06Freshman I
asked in Distribution

Deleting matrix items from template

I get the following error when trying to delete matrix items from the template: Attribute 'COLOR' is required by the template but is not set Not sure what it is missing, everything seems to be set correctly, was able to create the items no problem. Has anyone come across this issue? (yes I realize Deleting is misspelled in the header. cant change it…..)

6
S
Freshman I
4 months ago
C
Freshman I
ChadRFreshman I
asked in Distribution

SO Invoice Approval before release

I am trying to create an approval map where after a shipment is confirmed an approval is triggered prior to the invoice being prepared.  Would like shipping manager to be able to double check shipment is correct before the invoice is prepared.Any idea how to set that up?

6
Jeff96
Pro I
1 month ago
M
Freshman II
mluproFreshman II
asked in Distribution

Material Requisition Process

We have a client that allows employees to requisition items from the company stores (inventory).  The transaction is not a purchase requisition as the company already has the inventory on-hand.  The Stores Manager receives the requisitions and processes them through a reserve/pick/pack/ship process that delivers the requested goods to the requesting employee and then closes the requisition.  Does anyone know of such a process that exists in their IP inventory or anything like it on the Market Place?  I’ve looked and all I can find are items relating to Purchase Requisitions and this requirement is not that. 

6
M
Freshman II
1 month ago
M
Varsity I
MarciaWVarsity I
asked in Distribution

Mass Action Access

For audit reasons, our system admins cannot do mass actions where transactions are involved.  I need to allocate this access to a user, but I can’t seem to find any information on access when it comes to mass actions.  Please point me in the direction on some documentation in this regard!

6
Chris Hackett
Community Manager
4 months ago
C
Jr Varsity II
ckwiat46Jr Varsity II
asked in Distribution

Error in Process screen when attaching report to email

We have a requirement to attach custom report to email as an attachment. As per our requirement we created a process screen for this. Issue we are facing is, when we use below line of code we are getting “OBJECT REFERENCE ERRO”, can you please have a look at below sample code.  public class ProcessReports : PXGraph<ProcessReports>    {        [InjectDependency]        protected IReportLoaderService ReportLoader { get; private set; }        [InjectDependency]        protected IReportRenderer ReportRenderer { get; private set; }        public PXCancel<DACName> Cancel;        public PXProcessing<DACName, Where<DACName.DACName, Equal<OPR>>> QueueList;        public ProcessReports()        {            QueueList.SetProcessDelegate(delegate (List<DACName> list)            {                SaveFile(list, true);            });        }        public static void SaveFile(List<DACName> list, bool aIsMassProcess)        {            new KWProcessWorkCente

6
C
Jr Varsity II
2 months ago
missyjimmy
Freshman II
missyjimmyFreshman II
asked in Distribution

Project Drop Ship Orders

Does anyone know if the Project Drop Ship Order type on the Sales Order line item is available in the 2023 R1 release or when it’s scheduled to be added?Thanks,Jim

6
kandybeatty49
Captain II
26 days ago
max21
Freshman II
max21Freshman II
asked in Distribution

Item Warehouse Detail doesn't get added automatically?

I could’ve sworn that when an SO Line gets created for a new combination of stock item + Warehouse, it automatically adds this to the Item Warehouse Detail table. Maybe I was dreaming though, or mixing that up with InSiteStatus. Now we’re discovering a bunch of Sales Order Lines w/ no “cost” because an Item Warehouse Detail row doesn’t exist for that Warehouse (even though a Current Cost exists on the Stock Item profile). Similar to the “Recalculate Prices” action on the Sales Order screen, is there (or could there easily be) a “Recalculate Costs” action? I’d like to avoid deleting a line and recreating it just to get the cost to retroactively fill in.Have any other customers, who deal with multiple warehouses, found a good solution to this problem? I guess I assumed that Acumatica was doing more intelligent automations on the back-end to ensure standard cost data integrity, but I guess not. 

6
Dana Moffat
Acumatica Moderator
11 days ago
DavidEichner
Pro II
DavidEichnerPro II
asked in Distribution

Error trying to create a new template item

Has anyone encountered error when trying to add a brand new template item?I am using build 2022R2 build 22.206.0035 and now I get the following error every time I try to create a brand new template item. 

6
Chris Hackett
Community Manager
12 days ago
S
Freshman II
suemackeown13Freshman II
asked in Distribution

How to create bar codes for stock items in report designer

How do you create barcode labels for stock items using the report designer?I have configured the report to print barcodes for each item, however, the printed bar codes for each item are all exactly the same. Am I missing something here?  

6
nathantrauscht
Jr Varsity II
1 month ago
E
Freshman I
ericberubeFreshman I
posted in Distribution

Always have alert Note for Customers / Suppliers / Products visible in transaction

The alert note are actually visible only when we open a new transaction, but would be helpful to have it everytime we open any SO, PO… (all kind of transaction), or add an option to be visible always or only once. Some note need to appear even when an employee open an existing transaction to reduce risk of error, or because it might process by another one.

6
E
Freshman I
23 days ago
Jeff96
Pro I
Jeff96Pro I
asked in Distribution

Restrict user actions in one warehouse

I want to restrict some users from creating purchase order receipts in one warehouse, but be able to do it in a different warehouse. I still want them to be able to see inventory levels and other info about the restricted warehouse.  Is there a way to do this? Restriction groups would restrict them completely. 

6
aaghaei
Captain II
2 months ago
K
Jr Varsity II
kokjietanJr Varsity II
asked in Distribution

Combining shipment lines of the same inventory ID

Hi,Have noticed that when it comes to shipping our manufactured items, the Shipment document will split one shipped item ID into multiple lines, which corresponds to one for each quantity we produced under Move/Labor under Manufacturing.I presume this is because an allocation is created for each Move/Labor document, as opposed to the gross produced quantity as a whole.Needless to say, this can get rather messy when shipping, if for example we manufacture 1 units per day for 60 days. When we ship the 60 units, we end up with a long Shipment document of 60 lines of the identical item with 1 qty each and a puzzled freight carrier.Is there any way of consolidating the Shipment document to present this as one shipment line based solely on the Inventory ID?Thanks in advance!

6
Chris Hackett
Community Manager
4 months ago
M
Freshman II
MayssaFreshman II
asked in Distribution

Button (Add & Copy paste) doesn' exist in Sales Document Types SO201000/SO2010PL

I have added the action in the inquiry but it doesn’t work.I even checked the access rights...I’m connected with the administrator profil...The Copy/paste and add button doesn’t displayed Help please.. ) !

6
Chris Hackett
Community Manager
1 month ago

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