Distribution

Inventory, Orders Management, Warehouse Operations

  • 1,155 Topics
  • 4,468 Replies

1155 Topics

D
Freshman II
dsenevirathne54Freshman II
asked in Distribution

An Inventory report to tally with Ledger Accounts

Hi,Have you anyone created a GI to get the item-wise inventory report to tally with the ledger account for a specific date? I’m trying to build a GI but it does not tally with the ledger account balance.  Can anyone help with an approach or a GI developed?Thank you,Dulanjana 

2
D
Freshman II
3 months ago
H
Freshman I
himanib56Freshman I
asked in Distribution

Add new reasons in opportunity screen

 Hi,Version: - 22.207.0013i would like to add new custom value in reasons combo box of opportunity close won. I unable to add, can anyone give me suggestions for this modification.     I tried in this version 22.207.0013I tried as field in the left-hand side, select the field reason click on Combo Box Values,add new values but unable to do it.I need to add custom value in reasons combo box of opportunity won/close.I tried so many times solutions, but it is not working.can anyone help me for this modification? I would like to be able to add additional reasons for marking an opportunity as lost. Has anyone found a way to do this?Thanks in advance.

2
D
Freshman II
3 months ago
D
Freshman II
dipalim18Freshman II
asked in Distribution

Add new custom value in reasons combo box of opportunity close won

Hi,Version: - 22.207.0013i would like to add new custom value in reasons combo box of opportunity close won. I unable to add, can anyone give me suggestions for this modification.   I tried in this version 22.207.0013I tried as field in the left-hand side, select the field reason click on Combo Box Values,add new values but unable to do it.I need to add custom value in reasons combo box of opportunity won/close.I tried so many times solutions, but it is not working.can anyone help me for this modification? I would like to be able to add additional reasons for marking an opportunity as lost. Has anyone found a way to do this?Thanks in advance.

3
J
Semi-Pro III
3 months ago
N
Namith
asked in Distribution

Total Sales of SKU's

We have several kits and each kit has several finished products and is sold as a combo.I want to add these individual SKU’s in the kit to the total number of sales of that particular SKU. For Example, A kit with SKU Number 20000 contains 3 finished products 001, 002, 003. If 50k of this kit was sold and 50k of 001 SKU was sold as individual SKU, the total sales of 001 would be 100k. The current system generates reports and GI’s that separate the sales of 20000 and 001 as 50k each.It there a way to add these for multiple kits? 

1
M
Freshman III
3 months ago
A
Freshman II
adharmawansha22Freshman II
asked in Distribution

Not showing error message on Sales order form, when there is a nil value for the inventory.

HiWhen there is a nil value in the sales order form, the line level normally shows an error message saying there is 0 value in the inventory. The error message was showing for some time. But now it does not demonstrate on the form even though the inventory balance is 0. is there a special option to enable that error message? 

2
H
Semi-Pro I
3 months ago
N
Jr Varsity III
Nelson YipJr Varsity III
asked in Distribution

Storage Summary 2022R2 Search is broken

Storage Summary search filter is not working after upgrading to 2022 R2  

12
kandybeatty49
Captain II
3 months ago
M
Freshman II
mna10Freshman II
asked in Distribution

Estimated Unit Cost from Inventory Summary

Hi All,Can someone explain how the Estimated Unit Cost field works? I looked up the help section and I don’t quite understand. Any help is appreciated.

10
kandybeatty49
Captain II
3 months ago
estebanperalta54
Semi-Pro II
estebanperalta54Semi-Pro II
asked in Distribution

Failed to get taxes from the external tax provided. Error during sandbox upgrade

When upgrading to a new version of Acumatica, I’ve had to setup a sandbox and test shipments and I’ll encounter this Avalara related error when trying to create an invoice from the Shipments screen SO302000. What has worked to fix this has been changing the Invoice numbering sequence in Acumatica to different sequence so if it’s set to ‘000000’ I’ll update to ‘Test00000’ or something similar.

3
manikantad18
Semi-Pro I
3 months ago
K
Freshman I
kristybrooks83Freshman I
asked in Distribution

Fedex Residential Delivery erroring out upon shipment confirmation using Easypost integration

My customer is using the Easypost integration successfully with UPS and USPS.  When using Fedex Ground, and shipping to a business, all is well.  When using Fedex Home Delivery, the address must be specified as ‘Residential Address’ in Acumatica.  Fedex is saying the passing of this flag should be “TRUE” or “FALSE”, and Acumatica is passing a “1” or “0” instead.  This is causing the shipment to not confirm and error out with “Carrier Service returned error.  FedEx: Rate is not available.” Has anyone experienced this?

12
A
Semi-Pro II
3 months ago
K
Jr Varsity II
krausef77Jr Varsity II
asked in Distribution

Related Items not recognizing when item was added?

Hi All, We are currently working with Related items for a few Customers and we run into some unexpected behavior (which could be intentional by Acumatica). Basically, when we add Items via Related items and save the Order, the Related Items feature is still indicating that Related items are available rather than disappearing or changing its state. I added Poweraid as a required related Cross-Sell Item for AALego500.Is this intended that the Related Items flag stays red for required? The confusion our Users run into is that multiple people can look at or touch the Order.When the order gets more complex, there is a loss in visibility if the Item has been added already or not. Any insight on this?We would just need to know at this point on how this is intended to work.

4
Dana Moffat
Acumatica Moderator
3 months ago
P
Freshman II
Pinny
asked in Distribution

Row Level Security Per Module

I use row level security for my inventory items to restrict sales people to work with items others than their workgroup.I would like to give them access to all inventory items in the purchasing module and only be restricted to the items out of their workgroup on the sales module.would anyone have a solution how this can be accomplished?  

1
ed.goodman
Acumatica Employee
3 months ago
P
Freshman II
Pinny
asked in Distribution

Document Security

I have a sales team divided in workgroups, each group is responsible selling a different group of items, each group will process the sales orders for their products, and some groups might interact with same customers.I’m looking for a solution how I can restrict a workgroup to access sales orders from another workgroup, I’m using the row level security on the inventory items so they can only work with their own products, however they can still access existing documents in the system from another workgroup.Would anyone have a solution? So far the row level security can only restrict on vendors, customers, items, and GL but not on documents. 

1
D
Varsity II
3 months ago
L
Freshman I
lori00Freshman I
asked in Distribution

Setting in Purchasing

Is there a setting in purchasing that will not allow a cost to be received at x% higher than last cost?  Say last cost is $100 and we want to allow only 10% difference, so any unit cost over 110.00 is error.

1
kandybeatty49
Captain II
3 months ago
A
Jr Varsity III
abdiJr Varsity III
asked in Distribution

Inventory Allocation Detail refnbr empty

RefrenceNbr Empty in Inventory Allocation DetailsI have a case like the picture, in Inventory Allocation Details there is a SO prepared that doesn't have a RefrenceNbr.The question is, how does the generic inquiry look for an invID that is like that case?

0
A
Jr Varsity III
3 months ago
L
Semi-Pro III
ltussing03Semi-Pro III
asked in Distribution

Cannot add a warehouse to a stock item

Suddenly we cannot add a warehouse to a stock item.No errors, just no ability to save as is it grayed out.I thought is was possibly related to a customization.  However, I have tested against multiple unrelated instances with the same results.Has there been a windows update or something causing problems?

8
C
Freshman II
3 months ago
J
Jr Varsity III
jwarrenJr Varsity III
asked in Distribution

Lead Activities transfer to Opportunity

We communicate back & forth with potential customers at Leads, but when we convert to an Opportunity those activities don’t flow to the Opportunity. Having this activity visibility on the Opportunity is critical. Is there a way to have this flow on conversion to Opportunity?

1
kandybeatty49
Captain II
3 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
Captain I
3 months ago
J
Freshman II
JacobFreshman II
asked in Distribution

Hold AP Bill until three match complete.

Our specific scenario is:1. We place a Purchase Order and transmit it to our partner via EDI2. Our partner ships the product.3. Partner sends us an Invoice via EDI.4. The Invoice is entered as an AP Bill against the PO.5. We receive the inventory.We don't want to pay the bill in step 4 until we get the inventory in step 5.  We also don't want to prevent the bill from being entered because that basically eliminates the benefits of EDI. (nor do we want to put business logic in the EDI layer to not import the AP Bill) So, is there a way to configure the system such that the only items that can be paid on an AP Bill linked to a PO are those items that have been matched to a PO Receipt?

3
A
Freshman I
3 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
3 months ago
M
Freshman I
mdoerrFreshman I
asked in Distribution

System Automated Replenishment settings

i am trying to get the system to auto populate the Safety Stock, ROP and max qty.  In the stock items I have set up the replenishment I have done this for some other items and it work fine and the when I looked at item warehouse details it was auto populated but it’s not working for all codes and I cannot find out why.  Any ideas?  I am only trying to populate this for purchased codes

7
E
Jr Varsity III
3 months ago
D
Jr Varsity III
donnadeskins55Jr Varsity III
asked in Distribution

Partial shipment of an item Marked for PO on a sales order line

Is it possible to partially ship an item on a sales order line that is marked for PO?Scenario: Sales order line is marked for PO. Vendor sends part of the total amount ordered for that line, but not all of it. The customer will accept a partial shipment so my customer wants to be able to ship what was sent by the vendor.  

1
Jeff96
Captain I
3 months ago
S
scott55
asked in Distribution

Lot Tracking for Meat

Looking for some information on Lot Tracking for Meat.   Have a client that produces meat, but would like to keep track of inventory based off the meat cut, weight and the tag(cattle) from which the meat came from.  Looking to put this information into Acumatica.  Any ideas or suggestions?

2
Dave Gutman
Jr Varsity I
3 months ago
B
Jr Varsity III
brucewarrell96Jr Varsity III
asked in Distribution

Tracking Shipping Box/Package Inventory

We’d like to be able to link shipping boxes (Sales Orders-->Preferences) to shipping box stock items so we can track when we need to re-order shipping boxes.  Other than kitting, any ideas?

5
Dana Moffat
Acumatica Moderator
3 months ago
C
Freshman II
clancourFreshman II
asked in Distribution

Subitems to be phased out. Anything to replace the feature in the pipeline?

Hello-With the Subitems feature being phased out, is there anything in the product pipeline to replace this loss?Primarily our manufacturing customers are looking for Revision tracking at the stock item level.Cheers,Chad

4
Dana Moffat
Acumatica Moderator
3 months ago
dougmcbride79
Varsity I
dougmcbride79Varsity I
asked in Distribution

Items without replenishment on order do not show up on Purchase Orders. Help.

We have a purchase order work flow issue.  When a sales representative puts an item not in stock on a sales order, (and the items does not have a replenishment set), the item is set to back order.  Our buyers do not know to order that item when the buyers are placing purchase orders.  And the backordered item does not get ordered.  Can Acumatica automatically put these backordered items an a Purchase Order?  If not, how can Acumatica show us we need to put these backordered items on a Purchase Order? 

2
U
Jr Varsity I
3 months ago

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