Distribution

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.  

Hello,        After upgrading to 2020R2, build 203, we are suffering shipment status issue now and then.like below:         Poorly, today we encounter another status issue on Sales order screen.1 Sales order says “shipping” status but no related shipment can be found.          Why and how did this issue happen is unknown. Maybe it is a rare case. However, anytime, if this kind of issue happens, what can the user do ?         The user has to wait the techical staff to fix in Database.         In Acumatica we are already having “balance validation” and “inventory validation” functions. So can we also have a “status validation” function, then system can in some way correct some incorrect status documents.

Do we store the return label tracking number in Acumatica?

Hello Everyone,In the Sales Order screen, by default can we load the “Financial Settings” Tab instead of loading the “Document Details” Tab.Is this feasible? if yes can you please provide the solution?Thanks,Naveen B

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,

Hi guys,I want to tracking serial number for some high value item. I enabled Lot and Serial Tracking feature. I created a Serial class and used on an item. Than I tried to follow below manual to test it but there is no separate line let me scan serial number. Does any know what’s going on with this?https://help-2020r2.acumatica.com/(W(5))/Help?ScreenId=ShowWiki&pageid=8a849d2b-0a55-467f-b537-28bc6e192de3

I was wondering how well our Acumatica distribution takes care of planning purchase orders and inventory projection (calculation). Attached is a possible scenario in Excel format.. I have also submitted this to AUGForums.com  (https://www.augforums.com/forums/acumatica-distribution-modules/replenishment-demand-calculation-and-order-types/#post-6068 )., I didn't check D250 but I did search the help.acumatica.com and didn't find any answer. The projection of SOs, shipments, POs, receipts and inventory level for a particular item in to the next 4 weeks is a basic necessity for warehouse people. purchasing people and manufacturing people. It should be available in the inventory module and the MRP module. When inventory falls below the ROP for instance in week 2, a red flag should be raised. A bar chart would be nice.  Thanks for your help. Toon Six (ToonSix@intercs.com) .

Hi!I run a report for our sales team every week that includes the following: The problem with this report is that the column “OrderStatus” gives me that status of the sales order, when i really need the status of the sales order line.  Ex: The sales order has 5 lines on it, 4 of the 5 lines are shipping but the one that is not shipping shows up on the report with a status of “shipping” because the status of the sales order is shipping but the line is not.  Is there anyway to get a line status put in there?

Is there a way to recalculate the margin of a stock item sold, to take into account a cost adjustment recorded after the sale, but which relates to a receipt prior to the sale ?Example :02/01/2021: purchase receipt of the article with a cost of 100 USD02/01/2021: billing of the purchase receipt with the same cost02/02/2021 : sale of the stock item for a price of 130 USD => margin equal to 30 USD02/03/2021 : landed cost of 10 USD related to the purchase receiptI would like the margin of my sale to be recalculated to 20 USD. Is it possible ?

Hi there -  We have a customer who uses the ShipEngine plug-in to perform international shipments. In cases where there are multiple boxes being sent within a single shipment, this causes an issue.A separate label for each package is created, which is proper - every box needs it's own identifier for tracking.  BUT, Acumatica treats each package as a separate order/shipment. The order can not be broken into multiple orders for customs purposes.  This could be construed as an attempt to skirt customs fees. Most packages with values under $2,500 don't need the extra paperwork as they fall below a threshold.  So, an order for $7,497 that gets put into three boxes would need the paperwork as it's above that threshold.  BUT, if the system treats each of those boxes as a separate shipment, and values them each at less than $2,500, it could be seen as a means of trying to hide value and avoid fees.  How do other folks handle this in the system? Any thoughts?

Hello Guys;  Hope you’re doing Well  I have a problem when releasing one invoice:I get the error message “another process has added to InRegsiter”I’ve cheked the Issues List and there is nothing with the the shipping Number of the Invoice  Any ideas ?  Thank you :) 

Hi Everyone,   We just upgraded our Acumatica from 2019r1 to 2020r2 this week. I find a new thing when I add  items to order. A dropdown input always follows the last item. Does anyone know what it is used for?    

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.

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?

The Shipping Carrier Integration feature doesn’t seem to be available on Myob Advanced.Anyone know why that is?

Hello,     This is not a must have requirement, and somehow I can use report designer to fulfill it. We don’t really want the 0 qty invoice line, we just want to display the 0 qty line on printed out invoice.The line which is shipped in 0 , but have been placed in Sales Order.       This requirement is due to some complaint from our customers that they are arguing our order takers have missed their items on Sales order.      So we are tending to put the 0 shipment line on invoice.        I am just wondering, is there a switch to make the 0 shipment line still appear on invoice? Like we are having SO preferences which is allowed to generate 0 shipment line on shipment.     Please advise.

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

Hello,     As I checked, for the back order status SO , the “complete order” button is disabled.Only the “Cancel Order” button is enabled.       If I click “cancel order”, then the order would become “cancelled” status.It would be a little confusing, because it is not a “totally” cancel, it is just a “partial cancel”.         And for this scenario, we would very much like to make the order as “completed”, even if we don’t want to ship the rest of goods.        “Completed” is better for us than “Cancelled” I can make every single “back order” to “completed” 1by 1 that I just open the order, and mark every line to completed, and then I can click the “complete order”.but It is quite time consuming.          Is there a way that I can do in batch? 

Hello,     we have hundreds of customers, just some of which are requiring to receive order confirmation after the so is placed.      To click the “email sales order” is just 1 click, however, sometimes the salesperson would forget.    How can I set the automation just for some customers?

Hello,       Correct me if I am wrong, I remember in previous version (before 2020R2). If the Actions--->email sales order/Quote be clicked,       The checkbox “Emailed” will be set to true.             However, in “2020R2 build203” it will not come to checked status even if the action be clicked.Did I remember wrong, or is it a glitch?            Please help me if I would like to make it true automatically to identify these been emailed orders.How can I achieve it?Thank you.

We are working through some inventory storage improvements in our warehouse and we noticed an issue with the way Acumatica allocates inventory for shipments.  We are a FIFO company that distributes a product with a limited shelf life.  It is very important that we truly ship the oldest product first, based on receipt date.  We recently moved many of our SKUs to different locations and now the older lots are being allocated after lots that are newer.  From what I can see, Acumatica somehow is treating transfers as receipts and resetting the FIFO date of any lots we move.  This is obviously a huge problem for stock with a limited shelf life.  We need Acumatica to ALWAYS base allocations on the receipt date for the product lots.  Is there something that we don’t have set correctly, or is this behavior by design?

Hello,       I have a requirement that set freight as $5 by default for every sales order ship from 1 particular warehouse.                   For that particular warehouse, the customers are fixed. That warehouse served customers can be identified. So, this question can turn to set fixed freight for particular customers.       I am thinking of Acumatica’s “freight calculation”, but it seems to be dynamic not fixed. It is calculated based on order’s amount, volume or weight.              We don’t need it to be complicated, we want to set it be fixed $5.          Can anyone give me some suggestions?

I’m having an issue with an SO that was shipped and then the invoice reversed.The steps followed were:Create SOCreate ShipmentCreate Invoice from ShipmentReverse Invoice in AR module and create CMApply CM to invoiceThe invoice is generated correctly-no issue there:InvoiceBut when the credit memo is created, instead of crediting COGS and debiting Shipped-not-invoiced, it debited COGS again and credited Shipped-not-invoicedCredit MemoAnd I’m left with this that I don’t know how to fix: 

We have a situation where customers come into the facility multiple times/day or week to get product.  We are just using an Invoice type sales order (no shipments) to record the shipment by entering warehouse/location in the sales order.  Upon prepare Invoice it creates invoice and processes inventory issue, etc.  This works fine one by one.  However, we would like to be able to create consolidated invoices for the day/week using Process Orders screen.  I know that we can choose Prepare Invoice in that screen and it will create one invoice for all the orders for that customer that met the criteria entered on top.  We need it to apply additional grouping.  For example, in one day or week, 12 sales orders/invoices, 5 have PO/Cust Order Number 1234 and 7 PO/Cust Order Number 5678.  If I just ran wide open it would create one invoice with all 12.  I need it to create 2 invoices, one for each PO/Cust Order Number.  Actually, these are all for Projects and I'd need that to be the first group

Hello  One of the shipments has a wrong status; it is “Confirmed” even though we issued its invoice. Any idea how to fix it ? Thank you :)