Distribution

Inventory, Orders Management, Warehouse Operations

  • 1,327 Topics
  • 5,134 Replies

1327 Topics

R
Freshman I
Ramos5522Freshman I
asked in Distribution

Two shipments and one SO simultaneously

Hello everyone  My company requires to open several shipments that have several lines (products) of one SO. Acumatica doesn’t allow you to have an open (unconfirmed) shipment add modify the sale order simultaneously. I need to  create multiple open shipments at the same time. If you create one shipment it lock the SO and doesn’t allow you to create additional shipments without confirming them. Does anyone know how to unlock the SO? 

7
G
Freshman I
1 month ago
J
Freshman II
juneterris87Freshman II
asked in Distribution

Amend Despatched Qty on Sales Order Despatch

I have a situation where a customer has raised a sales order for one item with a quantity of 10.    This line has been allocated a despatch has been created but not yet confirmed.   The customer then has a situation where one of the items cannot be despatched and only require a quantity of 9 to be despatched.   It does allow to amend the shiipped quantity but then reports and error advising the quantity shipped is greater than the quantity allocated.    The only way round this would be to cancel the despatch amend the allocated quantity on the sales order and then recreate the despatch.   Can anyone advise on settings/workarounds to avoid this long winded way of allowing the despatch quantity to be amended?   

7
Chris Hackett
Community Manager
2 months ago
Foujan
Jr Varsity II
FoujanJr Varsity II
asked in Distribution

Remove Default warehouse from Inventory Lookup

I imported inventories against a default warehouse an location. However, decided to remove it later on before entering any transactions. Bulk removed default warehouse and locations from ‘inventory card’ and ‘Item Warehouse Details’ screen.Now when creation purchase order and using ‘Add Items’ button, system still holds this information in inventory lookup as a siteID value.If adding lines manually using + button it’s all goof. Only when using below Add Items button. How can I remove warehouses from here?  

7
kandybeatty49
Captain II
1 month ago
joshatsbp
Freshman I
joshatsbpFreshman I
asked in Distribution

Skip document creation in Avalara when invoice is released

According to Avalara's documentation, all ERPs must have an option to disable document recording so that, when an invoice is released, it doesn't get added as a transaction in Avalara. Does anyone know how to engage this feature in Acumatica?https://developer.avalara.com/erp-integration-guide/sales-tax-badge/design-document-workflow/option-to-disable-document-recording/ Background:I’m importing orders from my online store which is integrated with Avalara. Some orders are paid for in the store and some are invoiced for in Acumatica, so it simplifies things to let the store record the document in Avalara. When I import the orders, I need the sales tax to match what was charged. The best solution to this I can think of is to have Avalara just do another calculation for imported orders but to not create a transaction in Avalara at the invoicing stage as that would duplicate our tax liability.I also tried creating a tax zone that allows for tax to be added manually. There are 2 issues I’ve

7
Omar Ghazi
Acumatica Moderator
1 month ago
willie98
Jr Varsity II
willie98
asked in Distribution

GI- how to dynamically limit the number of records to show in ALL RECORDS tab by a period of time without affecting the search of records prior to the time limitation?

My customer averages 5000 to 6000 Sales Orders records per month, which means that when users go into the Sales Orders List screen (SO3010PL) which is a GI substitute list to find records, the All Records tab shows at the bottom a total (as of today 7/17) 7,784 PAGESwhich are over 155,000 records - SO and RC:They have always complaint about how slow Acumatica is finding records and it’s getting worst as the months go by. We have tried created Tabs, minimizing the quick search fields and so on w/o any luck.ALL RECORDS tab (that is one created by Default by Acumatica) cannot be modified as far as I have tried and we want to find a way to have a second “All Records” tab and all it does, where we can limit the amount of data to show, in this case by last 12 months- as the Default Tab, which is a check mark we know and shared so everyone can see it, as the second tab after the All Records tab no matter how many other Tabs we have, shared or not.The Sales Orders is one of the many PL they wi

7
Chris Hackett
Community Manager
2 months ago
Naveen Boga
Captain II
Naveen BogaCaptain II
asked in Distribution

Can we change the Tab Sequence for Sales Order screen

Hello Everyone,Can we change the Sales Order screen tab sequence order without changing the UI fields order?Currently, in the Sales Order screen when we click on the tabs, the sequence will be..Order Type → Order Nbr → Date → Requested On → Customer Order Nbr and etcWe would like to this change to below sequenceOrder Type → Customer → Order Nbr → Location → Date and etc Can anyone help me with this? 

6
Naveen Boga
Captain II
2 years ago
A
Freshman I
abbas56Freshman I
asked in Distribution

Stock Item Package Dimensions

Hi All,Is there a way to add item dimensions in Acumatica besides creating attributes? I know there is a volume option on the packaging tab but I want LxWxD. Regards,Abbas

6
Brian Stevens
Pro II
2 years ago
R
Captain II
ray20Captain II
posted in Distribution

How Can I deal with the "confirmed" shipment after the previous linked invoice has been cancelled?

Hello ,       I am using 2020 R1. Correct me if I am wrong, it seems to me the “Invoice cancellation ” function is duplicated with “Invoice correction” function. Or even worse, it is not very straight forward or some how confusing.     According to the help doc, the credit memo only off set the Invoice total, it did not return/add inventory back. And it makes the shipment back to “confirmed” status.   however, User can NOT correct this shipment or delete this shipment.Yes， It might be the IN issue is released. But in most cases, it is released at that time.So in this case, what can I do with this “confirmed” shipment.It seems to me I can only proceed it to another invoice, then what is the difference with “correct invoice” function?    Moreover, if User looking for a “”REAL” cancellation, which offset the AR and put all inventory back, what is the quickest way for user to do?      Please Advise. Thank you.

6
R
Captain II
2 years ago
N
Jr Varsity III
Nelson YipJr Varsity III
asked in Distribution

Default Qty while entering Quote / SO entry

Hello, Is is possible to change the default qty from 0 to 1 while entering line items during quote or sales order entry.  This will speed up the process due to most line entry is only quantity of 1.Thanks

6
R
Semi-Pro III
1 year ago
N
Jr Varsity III
Nelson YipJr Varsity III
asked in Distribution

Changing Sales UOM of the template item in use

Hello,I am currently using template items and I created 4 matrix items from it.There are transactions on those items, but we would want to change the Sales UOM to something different.  But it is both gray out and in the Stock profile.  Is there any way to unlock the UOM to make this change and the Base UOM is each. Much thanks

6
Dana Moffat
Acumatica Moderator
1 month ago
N
Jr Varsity II
NAWRESJr Varsity II
asked in Distribution

LOGO on MAC

 Hello People of Acumatica :)  I have a problem when printing an invoice on a MAC PC, the logo won’t show up. Below is the screenshot of the field in report designer  

6
idrusm52
Jr Varsity II
2 years ago
stacy16
Varsity I
stacy16Varsity I
asked in Distribution

Mobile App Sales Orders

After updating from 2020R1 to 2021R1, i went to create a quote in the mobile app and this is what popped up. Does anyone know if this is something that needs to be fixed at the inquiry level or customization level? I am not sure where to start.Thanks!

6
stacy16
Varsity I
2 years ago
J
Freshman I
jvinski71Freshman I
asked in Distribution

Signature on a PO

How do we get a signature on a PO, based on who the buyer is at Britton when sending PO to vendor?

6
D
Freshman II
7 months ago
B
Freshman II
byates
asked in Distribution

Mass Transfer of Items

Hello, I believe I know the answer to this question but I wanted to confirm as I am still just learning the system. Is there a way to create a mass 1 step transfer for multiple items on different dates? All of these will be going from and to the same locations so only the dates for the transfer would be different. Seeing as the date is in the document header for a 1 step transfer I am thinking I cannot do an upload with all of the transfers on separate dates but I wanted to confirm.  Thanks,

6
B
Freshman II
2 years ago
M
Freshman I
matt87Freshman I
asked in Distribution

Creating "Trade backs" or "swap outs" on a Sales Order

My company is newer to Acumatica (since April 2020) and our old software (Everest) used to be able to handle transactions in this way very easily, here is a hypothetical scenario:We are a car dealer and a customer is making a purchase of a new vehicle. The vehicle is in my inventory as a whole unit. The customer wants to upgrade the wheels on the vehicle, so we need to swap them out. We take 4 wheels out of our stock and install them on the vehicle then restock into inventory the 4 wheels that originally came on the vehicle. Then we sell the car. We can later sell the 4 original wheels to another customer.In Everest you can simply use a negative quantity (-4 wheels) on the sales order which in this case would bring 4 of the original wheels back into our inventory stock. Then put positive 4 of the new style wheels on the same sales order, effectively "swapping out" or "trading back" the wheels.This type of transaction happens ALL THE TIME, multiple times daily here at my company and I h

6
M
Freshman I
2 years ago
L
Freshman II
lauracFreshman II
posted in Distribution

Creating Matrix Item from existing Items

Hi,is it possible to take existing item codes and add attributes.  E.g. An existing Inventory item = W-01.  I want to use the Matrix Items to add combinations of this item.  So …. W-01-BLK-2.8;  W-01-RED-2.8 etc…Can I do this?   I have tried to add the Inventory item as an attribute but had no luck.  I don’t want to have to manually enter 200 templates with the Inventory ID. Any help appreciated.Cheers,Laura

6
Yuri Karpenko
Pro III
1 year ago
R
Captain II
ray20Captain II
asked in Distribution

After upgrading to 2020R2, shipment status is not right and How can I fix it.

 Hello, we are using 2020R2, Build 20.203.0028. Our operation stuff report an issue, that 1 shipment is still confirmed status while the invoice and IN issue doc already been generated and released.  I don’t know the user’s steps and he could not remember. And this issue happens to only 1 shipment not all. And previously in 2020r1, we didn’t encounter this kind of issue. So my large guess it is causing by our recent upgrading from 2020r1 to 2020r2. see below:  Since this issue happened only once, the root cause might not be easily found.Can anyone firstly give me some directions to quickly fix it, I mean, might correct the shipment status to right.If I simply update it in DB to status completed? Is it a good way to go?And if the root cause could be guessed out, it would be very helpful for us to prevent this same kind of issue in the future.Thank you.

6
Naveen Boga
Captain II
2 years ago
gdow23
Jr Varsity III
gdow23Jr Varsity III
asked in Distribution

Signature Capture Pads

Does anyone have experience connecting signature capture pads (Wacom, Topaz, or similar) to workstations and attaching the signatures to Acumatica transactions?  I’ve been asked about collecting signatures from drivers picking up shipments.  The drivers will be physically present to pick up the load.

6
R
Varsity I
2 years ago
adriangavino45
Freshman I
adriangavino45Freshman I
asked in Distribution

Put for Pending approval status when Exchange Rate Changes...

Hello everyone!What is the best approach to manage this scenario?In the payments and applications screen I need to put on "pending approval" status when the exchange rate changes in the document.Thanks for your help!

6
adriangavino45
Freshman I
2 years ago
NAthukorala47
Jr Varsity III
NAthukorala47Jr Varsity III
asked in Distribution

Needed to restrict the sales order creation process when quotation expired

Hi, (01). After expired the sales quotation we need to restrict sales order creation using expired sales quotation? Further understanding, I have attached a document with screens.  (02). Also need to know how we can build the link sales quotation number and sales order number? RegardsNethupul  

6
Naveen Boga
Captain II
2 years ago
L
Semi-Pro II
larrylySemi-Pro II
asked in Distribution

Mobile App shows wrong data when review list on all screens

Hi everyone,We use the mobile app for a while. The problem is when review the list. The first column should be the inventory id or location id. But the screen is showing the description for the inventory id or location id. I have no idea how it happened. I checked the code in Mobile Application. It’s use the current field. Anyone knows this problem ? Thank you so much.   

6
K
Freshman I
1 year ago
gmercede
Varsity I
gmercedeVarsity I
posted in Distribution

Dead Stock Inquiry

Very Cool new surprise for 2021 R1.  Dead Stock inquiry screen lets you see non moving inventory. Here’s a quick video.  https://youtu.be/vkh6yhUK1qA 

6
K
Varsity I
1 month ago
mpeck12
Freshman II
mpeck12Freshman II
asked in Distribution

Employee and Vendor

In the case where an employee sometimes is reimbursed for Employee expenses (Travel, Living, Lodging and Entertainment come to mind) but also provides services which are not part of their employment contract, i.e. Advertising.When entering the bills for these activities, is there a way to indicate for each item whether it is reportable as a 1099 reportableactivity as opposed to an employee expense re-imbursement, which would not be considered income, and should not be reported on a 1099.

6
martingaxiola
Varsity I
1 year ago
R
Captain II
ray20Captain II
asked in Distribution

Minimum Charge/Automatically add up to a set amount

Hello,             Is there a way to set an invoice minimum amount as $200?Note:   If the amount is below $200, the system don’t forbid this invoice, the system will just automatically add the total up to $200.            Currently, the user can manually add a non-stock line at the invoice to make the total no less than $200.        Is there a way to make it in automation?  I am thinking of the Freight calculation.

6
Samvel Petrosov
Jr Varsity I
2 years ago
K
Freshman I
karenm48Freshman I
asked in Distribution

Add ability to restrict users by Sales Order Type

Could this be reconsidered https://community.acumatica.com/ideas/add-ability-to-restrict-users-by-sales-order-type-758It was said it be available, however what is available seems to be a workaround not so much of a solution.

6
M
Freshman I
2 years ago

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