Distribution

Acumatica Distribution Edition Overview Webinar Tuesday, May 11, 2021  10:00 AM Pacific Daylight Time  30 minutesRegister Here.Acumatica is a company on a mission! We are a leading innovator in cloud ERP with customers located around the world. Acumatica ERP delivers adaptable cloud and mobile technology with a unique all-inclusive user licensing model, enabling a complete, real time view of your business anytime, anywhere.Hear a company overview followed by a product demo highlighting Acumatica Distribution Edition.Find out why more mid-sized companies are choosing Acumatica as their ERP solution. 

Hi all, I’m looking to add UPS Ground Freight to our list of carriers/shipvia’s using the Acumatica UPS Plugin. The wiki notes carriers have various service types and lists ‘UPS Ground with Freight Pricing’ as one of the examples, leading me to believe this should be possible. Since UPS Ground freight uses a different endpoint URL for pricing and shipping, I’ve copied our existing UPS carrier that is currently working and added the freight URLs: Endpoint: https://wwwcie.ups.com/webservices/FreightRateShip Endpoint: https://wwwcie.ups.com/webservices/FreightShip I have also granted freight pricing, shipping, and pickup on our UPS account for production and have also tried this with the production URL’s

How does your organization manage the use of Inventory Items in Acumatica?  Has anyone run into the issue of reaching the maximum number of inventory Items, which is what I assume is a limit of 1,000,000 records?  Plus the export functionality from Acumatica to Excel could be restricted by Excel’s maximum row limit of 1,048,576 rows.  Does anyone have any experience with or comments on this?

We have employees that use the numbering of the lines on a sales order to help ensure accuracy when entering a large SO.Our employee Lisa entered SO 102812.The line numbering was not sequential  (I guess the line numbers "skipped" from like 11 to 20 something)But I look at it today and its varied with line #s missing throughout.I then looked at the audit history, to see if lines had been deleted or something.  But honestly I can’t really make a lot of sense out of the audit history detail. Would you be able to identify why lines would not remain sequential?Not only with this specific sales order, but in general, what would cause this? 

Acumatica Distribution Edition Overview Webinar Tuesday, April 13, 2021  10:00 AM Pacific Daylight Time  30 minutesAcumatica is a company on a mission! We are a leading innovator in cloud ERP with customers located around the world. Acumatica ERP delivers adaptable cloud and mobile technology with a unique all-inclusive user licensing model, enabling a complete, real time view of your business anytime, anywhere.Hear a company overview followed by a product demo highlighting Acumatica Distribution Edition.Find out why more mid-sized companies are choosing Acumatica as their ERP solution. Register here

Hello,      We are selling food, and we have several similar items, like: Chicken1, chicken2, chicken3, chicken4….   currently, these chicken items are handled in different individual item ids.       These items are similar only with the Brand difference.       So now the management have a need to see the inventory(Qty on hand) of “Chicken” together at once. we previously did this by manually adding different chicken qty together.       I know Acumatica having item class/item sub class,  item/sub item, matrix item, a lot of ways to define a group. But in my case, which is the best way. Can anyone give me some advice?

I’m running into some issues when it comes to the Acumatica Shipping Tool and importing the info automatically into UPS WorldShip. The issues primarily happens when it comes to foreign shipments, albeit I’ve only tested this with shipments going to Canada. Here are a few scenarios:Domestic ShipmentCompletes as expected with package info added.Foreign (postal code format ABC DEF)Postal Code → City Town → State/Province/County | Repeats 4-5 times Telephone → Email | Repeats 4-5 times Popup: “One or more required fields can not be filled: [Postal Code]. Check the availability of fields and shipment data and try again. No package data such as weight, invoice number, number of packages, etc. is enteredForeign (postal code format ABCDEF)

Hello!I wanted to outline an issue we’re having with Availability calculations and how to account for high volume SOs that require future stock for fulfillment. Hopefully other companies have experienced this problem and may have some good ideas.Let’s say we have 1,000 units of SKU X on hand and available in our domestic warehouse. We also have 20,000 units of SKU X on PO at one of our vendors. We don’t currently include Qty on PO in our availability calculation because it can take 60+ days to ship POs and 30+ days of transit time.A big wholesale customer places an SO for 5,000 units of SKU X, with the plan to have this fulfilled sometime in the future after the 20,000 units arrive. Right now, this type of situation drops our Qty Available down to -4,000 and it’s confusing to other sales reps whether there is any inventory to sell. Indeed, there is actually 1,000 units still available to sell.Ideas we’ve thought of:Linking this SO line to the

Customer needs ability to have multiple line level discounts - Acumatica only allows 1 per line.  Has anyone encountered this request before and if so did you find a workaround or solution?I appreciate any feedback on this topic.Thanks!Michelle

Hi All,We come across the following customization in Sales Order screen in one of our projects.We need to open the popup upon Soline InventoryID selection. This popup has a grid where we need to add the values. Grid has three coulmns in which first two columns are selectors. Second selector has to load based on first selector selected value but these values are not loading. Used AutoRefresh='true’ and CommitChanges='true’ for both the selectors in aspx.Suppose if we open Popup in button click then second selector of my grid values are loading based on first selector.. but we should have this popup opening in inventoryID selection only.Please find the screenshots for more understanding.Opening popup in button click  

Hello everyone, Can someone show me how to block the Unit price field in Sales Ordes Screen? Thanks in advance!

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!

For certain Sales Order Types - example RC (return for credit) - the Customer Service operator needs to be allowed to process the order completely thru. Including confirmation of shipments (normally a function of the warehouse) - Thu this person would not be allowed to access and confirm shipments for orders that are not RC type.

I know the purchase order was created in the system because I have a pdf record, but I’m not able to find it in the database. I assume it was accidentally deleted. How can I recover deleted purchase orders?

The scenario:The company has one large warehouse in the UK and two smaller ones in The Netherlands and Dubai.They supply the other two warehouses from a weekly container shipment.Preparation of the container shipment takes a few days and it is only on the last day when the final goods are loaded in. The Acumatica transfer order is not ideal as a shipment needs to be created before the goods can be picked.  Additions require an additional shipment. What seems to be the better option is to create a location in the warehouse called something like “NLD Transfer” where the users can create 1 step inventory transfers during the week.  That is the easy part.  The next one is the ability to create one Sales Order transfer document for the complete contents of the “NLD Transfer” location.A GI export of the items and quantities into a transfer order will work but is there any other way?Thanks James

When releasing a Vendor Price Worksheet why does the Alternate ID not copy across to the vendor price?

How do I create child item classes? I couldn’t find a class other than a 5 minute preview showing it’s possible.

Hi Expert,How can I add Non Stock Item manually in Shipment without SO/Order Reference ? I want to enable add button in Shipment.ThanksIvan Kusno

We are running 2019R2.I can successfully release a worksheet of sales prices that are setup as customer specific pricing with an alternate ID specified:But when I lookup the pricing on Sales Prices screen, it does not show the Alternate ID:On the Stock Items screen, under Cross Reference tab, it does not show as Customer pricing, but as Global (without the customer number):Oddly enough, when processing sales orders, the alternate ID can be used for any customer and it will find the corresponding stock item number (not what we wanted).  BUT it

Acumatica Distribution Edition WebinarMarch 17, 2021 11:00 am - 11:30 am PSTJoin us for a 30-minute webinar where you will hear an overview of Acumatica Distribution Edition and discover real-time visibility into sales, order management, inventory, purchasing, production and services—and accounting information. In addition, discover new Acumatica 2021 R1 features.REGISTER NOWDistribution Webinar March 17, 2021 

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! 

Is there a way to generate requisitions from Prepare Replenishments screen?There is need to utilise Bidding process on requisition for items that are below reorder level, currently it goes straight to Purchase Order.

Hi!Let’s picture a scenario where a Retail Company sells shoes through 45 stores and They have the next environment in each store:POS software with an interface to Dynamics GP POS software update GP in real time, it means, when a sell is being made in a store, the POS use the GL accounts defined on the item to post in GP the invoice process (inventory, ar invoice accounts) and in the same transaction, the payment is registered too (Post in GP the Payment accounts such as sales account, bank account, etc).With that said, let’s say that in december they process 200k transactions. The 200k transactions are related to the POS process described above.My question is, 200k transactions are considered ERP transactions instead or Commercial Transactions?Thanks!

For example, warn the users that there are open purchase orders when you change the status to No Purchases.  Procedurely, users should use the Inventory Summary or Allocation Details before changing the status but a warning would be a good idea.

Hi everyone,I have a very old order. It’s shipped and invoiced.  But all items in this order still hold in inventory allocation.  Does anyone knows how to release those inventory? thank you.