Learn
Learn
Support
Support
Product
Community
Partners

Community
Discussion ForumsFinancials 944 Distribution 1021 Manufacturing339 Construction327 Property Management16 Field Service141 Retail-Commerce267 Payroll120 Low Code | No Code Customizations or Integrations59 Develop Customizations1419 Develop Integrations with Web Services | APIs299 Other Developer Topics49 ISV Solutions 89 Configuration and Installation 434 Reports and Generic Inquires 908 Import and Export Scenarios 361 System Health and Performance 74 Community site discussions124 Community Introductions54 Everything Else 456
News & AnnouncementsAcumatica News & Updates80 Developer Newsletter 17 Newsletter 21

Create topic
Login

Community
Discussion Forums
Distribution

Distribution

Inventory, Orders Management, Warehouse Operations

1,022 Topics
3,971 Replies

When you subscribe we will email you when there is a new topic in this category

1022 Topics

Most views

Recently active Most replies Newest first

willie98

posted in Distribution

Purchase Order Printing/Emailing Process - Show all option or option to print a batch

My client wants a option to be able to reprint or resend more than one PO at a time from Print/Email Purchase Orders screen (PO503000) the same way it’s done in SO or AR Module with Show All button. This screen does not have a Show all or check marks showing the action performed, it only shows PO that have not been printed for some odd reason. Is there a workaround for this? Thank you.W

7 months ago

acumaticapm182Jr Varsity II

asked in Distribution

How to fix Can't make a Sales Order because it has no Quantity Balance but the inventory have items?

Hi Can you help me how to fix this issue. I want to create a Sales Order but I have a problem, when I’m doing SO I found out that I have no Inventory Balance but when I checked the items are there. What should I do? This is the Sales Order (Inventory ID - 00002647) This is the Inventory Balance I’ve already checked in Recalculate Inventory (IN505000) but it nothing happen Thanks

7 months ago

yusuf89

asked in Distribution

How to create portal URL for new Tenant

I am looking to populate CRM portal URL for my new tenant - your help requestedThanks,

2 years ago

plmainardVarsity I

asked in Distribution

Entering New Stock Items to Multiple Warehouses

Hi Folks! We have a client who would like to simplify the creation of new Stock Items in a Multi-warehouse environment. Other than using GI’s as a data provider and running imports, does anyone have any tools/utilities to automatically establish item warehouse details using some default settings for newly created stock items? I’ve not gotten into the workflow designer as of yet to see if there’s anything there that could assist, but if you all have some tips or tools to assist, please reply.

2 years ago

MalgorzataFreshman II

asked in Distribution

Shipment Confirmation form vs Delivery Note&Shipment Note

HelloI was wondering does anybody use Shipment Confirmation form as Delivery Note and Cargo Shipping Order? If so, how is it set up? (Just for reference we are not using any Integrated Carries options).Normally those 2 documents are generated separately but in Acumatica I cannot see any other documents related to Shipment as Shipment Confirmation.Thank you in advance for any tips.

1 year ago

stacy16Varsity I

asked in Distribution

Error when trying to print invoices in Invoices and Memos Processes

This issue popped up over night.. i have made no new customizations and have not edited the form at all. There has been no changes at all. Was working fine yesterday but not today. Here is the error i am getting:Error: An error occurred during processing of the field UsrSelectedTerminal: Unable to cast object of type 'System.Int32' to type 'System.String'..Anyone have any ideas what is causing this and how to fix it?Any help is appreciated. Thank you!

1 year ago

caseyh35Jr Varsity II

asked in Distribution

Remove Unused Warehouses from stock item page

Hello, We have multiple warehouses, some of them are no longer in use. I made the warehouses inactive on IN204000, but the lines still show up on the warehouse tab of the stock items (IN202500). How do I make it so that these inactive warehouses are no longer showing up in the list on each item? In the example screenshot both ‘SAN’ and ‘ONT’ warehouses are already listed as inactive, yet still appear on the list. Thanks! Edit: I am looking to do this for all of our inventory items as these warehouses are permanently deactivated. Doing them one at a time is simply not feasible.

1 year ago

edsonvelez64Jr Varsity II

asked in Distribution

How to use GS1 barcode in Acumatica?

Hi,What are the steps to configure or use the GS1 barcode in Acumatica? Any example? Thanks,EV

1 month ago

chris49Varsity I

asked in Distribution

Is it possible to change the Lot/Serial class of a stock item if there are open allocated item plans

We would like to implement expiry tracking on some of our product ranges, but we’re currently unable to do so due to the following error.IN Error: Lot/serial class cannot be changed when its tracking method is not compatible with the previous class and the item is in use. We have made sure to check the type of exception and that it is not related to a similar issue, and can confirm that we’re making use of the ‘When Received’ method: We have made sure that there is no stock on hand for the item, however, there are quite a few allocated item plans against the stock item: We have reviewed a similar know issue, but this solution only makes mention to the following:users can change the lot/serial class for an item if the item is allocated by any of the following item plans (and not allocated by another items plans):PO Prepared SO Prepared PO Order SO Booked SO Back Order Purchase for Sales Order Prepared Drop Ship for Sales Order Prepared Drop Ship for Sales Order Purchase for Sales Order

10 months ago

FrancesPantelidakis24Freshman II

asked in Distribution

Fixed Asset Import

Hi,I have already imported the basic fixed asset information. We are doing a FA implementation and the system is in migration mode. However, I am trying to do a second import only to update the Last Depr Period and Accum. Depr (see below) and my import is failing. The second screenshot is my import scenario. I have also attached a copy of my data provider. What fields am I missing in my import scenario or Data Provider. Thank you,Frances

9 months ago

stacy16Varsity I

asked in Distribution

Sales Rep Assignment

Hi Everyone!Does anyone know of a way to assign sales reps in Acumatica based on item class and customer/business account at the time of sales order entry?Example: IF item class = Consignment, THEN Sales Rep = Business Account OwnerAny help would be greatly appreciated :)Thank you!

2 years ago

sarmstrong51Freshman I

asked in Distribution

Seeking Feedback On SHIPENGINE

I am seeking any feedback from those who have successfully or unsuccessfully used the ShipEngine shipping solution for Acumatica.We have tried the ShipStation integration and found its functionality limited (especially with international orders) and found their support lacking.We are now considering the ShipEngine solution.If you have used it, I am very interested in hearing how it is working for you and how it compares to other shipping solutions you have tried.

2 years ago

idrusm52Jr Varsity II

asked in Distribution

Forget to do Update IN make item still have On Hand without availability

My staff forgot to do Update IN during Shipment process then accounting continue to do invoicing make the item still have Qty On Hand.Please advise how to create an Issues to make QOH zero without having ‘Available for Issue’. Thanks,Idrus

1 year ago

ddickersonFreshman II

asked in Distribution

An error occurred during processing of the field Lot/Serial Nbr. value Error: Lot/Serial Nbr. cannot be found in the system.

During picking a handful of times, we are getting this error. I’ve checked each time and the lots are correct, the correct qty is allocated/picked, but the system will not let us move to a sorting location. Is there anything I can do that doesn’t involve adjustments?

5 months ago

gpineda64Jr Varsity III

asked in Distribution

How to add new Inventory Item to a Physical Count by List of Items?

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

8 months ago

variuxdavidFreshman II

asked in Distribution

Automated Recurring Sales Orders from Customer Attributes

Good morning. I have a client who needs to generate recurring sales orders to fulfill a quarterly magazine subscription. In an attempt at creating the most streamlined account setup workflow, I have proposed this solution:1) Create Customer Template for Magazine Style (4 to chose from)2) Store Subscription details in the Customer Attributes with details Then trigger automated Sales Order Generation based off of Customer Attributes. However, this last part in the process has proven to be above my head. My general concept was to create a GI that would pull customers that match this profile, then generate a sales order from 1 of 4 templates, using 1 variable from the Customer Attribute (qty of magazine line items per order). Here is a screen shot of my attributes setup.Build 19.205.0023 Any ideas on how to make this happen or another better idea that is more simple?

7 months ago

Nelson YipJr Varsity III

asked in Distribution

ccohen37Freshman I

asked in Distribution

How can I manage a kit with some components that dropship to the customer?

In some cases, components within a kit can dropship directly from a vendor to a customer. How can I manage this in Acumatica without removing the component from the kit?

2 years ago

FrancesPantelidakis24Freshman II

asked in Distribution

Default Cash Account Setup on Single Entities.

I am new to Acumatica. We have one client who only has one entity setup (no branches/multiple companies) In the past there was no need to setup a default payment method and cash account for each vendor (single entity). However, when I try to hit the Pay button I get an error message pops up (See second screenshot). Also when I go to Prepare Payments not everything is showing up. Note: In A/P preferences the item to require approval for payments is not selected. Let me know if something changed recently or is it now a requirement to have the vendor or vendor class have a Payment Method and Cash Account selection. (This is even though there is no* by the field). Any help would be appreciated. Thanks, Frances Pantelidakis

9 months ago

brucewarrell96Jr Varsity III

asked in Distribution

Order Stays in Back Order Status Even Though All Items Have Zero Open Quantities

Using 2021 R2. We have an order that was shipped in full in one shipment. The order stays in Back Order status. Why?

5 months ago

TaniaDFreshman I

asked in Distribution

Vendor template contact person

Hi thereCan someone please assist me...I would like to change the contact person on the below notification template to the Shipper’s Contact under Vendor Purchase Settings. This was set up by a previous colleague and I am new to Acumatica. Thanks so much. Tania

2 years ago

dougmcbride79Jr Varsity III

asked in Distribution

Manually updating Last Cost: Should we?

We need help with the workflow on changing the cost price of a SKU. We have been manually updating “Last Cost” as the way we change the cost price of a SKU. Is this correct way to update the cost price of a SKU? If it is not the correct way to update the cost price of a SKU, what is the correct way to change the price?

1 year ago

francoisroux96Freshman I

asked in Distribution

Show results for Inventory Transaction History when Inventory ID is empty

Hi, Is it possible to to get the results from the inventory transaction history for all inventory items instead of only one? I made the Inventory ID field “not required” but then no data is showed.

1 year ago

Page 10 / 41

Badge winners

jininhas earned the badge Reports and Generic Inquires expert
jininhas earned the badge Configuration and installation expert
psoni1585has earned the badge Easy talker
nhorvathNAWhas earned the badge Easy talker
MComan62has earned the badge Easy talker

Show all badges

Terms & Conditions Cookie settings

Sign up

Already have an account? Login

Social Login

Login to the community

Social Login

Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.

Username or e-mail

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.

About Acumatica ERP system

Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.

Privacy Policy
Terms of Use
GDPR
SLA
Support
Report an Outage