Distribution

How do we use RR when we ship the replacement and pick up the return at the same time? We typically send the replacement item via company truck and pick up the defective/warranty item at the same time (or sometimes a day or two later, as the original item still needs to be extracted when the replacement item gets installed). The problem we are having is that the replacement shipment needs to be Confirmed before the Return item can have it’s shipment created. The SO entry appears to function the way we desire with the replacement item and the return item on the same transaction, but we have no document(s) for our driver and the customer to indicate both the replacement and the return being processed at the same time.

With a standard order (no make to order items), we have a shipping clerk grab a printed pick list (generated from the shipment screen as an action) and pick the items from the warehouse and place in the shipping staging area (size of a midsize meeting room). After the area starts filling up, he/she will start processing these staged shipments (the pick list sits on top of the picked items and acts as a traveler).We have a usb scanner that our shipping clerk would use in our shipping staging area that we envision could actually pick in Acumatica and then pack and ship.If we have the desktop attached to the usb scanner proceed to perform these steps on the screen, SO302020 -Pick Pack Ship, the scanning for serialized parts is burdensome (need to scan item, location and serialized id). Is there some way to just scan the item and the serialized id and not include the location?     

Hello!I am required to copy any attached document from the Purchase Order level to Bill same as how it happens in the Sales Order through Order Type setting. Currently it provides options only to copy line notes only up to Purchase Receipt Level. And we will have to manually add attachments to the Bill for reference, and it has become time consuming.Is there any way that I can update this setting or modification ideas on this?Thank You!

Customer recently upgraded from 2024R1 to 2025R1.  In 2024R1 when a PO was created for a non stock item the PO Accrual account field was populated with the Expense account from the item.  The end result is that there is no posting to an accrual account - it washes through the expense account and the hits it again when the AP bill is produced.  This is how they want the system to work. After upgrading to 2025R1 all PO’s for non stock items are now populating the PO Accrual account from the PO Accrual account in the item instead of the Expense account.I did not set this up originally so I am not sure how it pulled the expense account in the first place so I can see what has changed since the upgrade.Has someone done this?  Thank you.

Hello Community,  I keep receiving an error when running an import to create AR payments. The error that is being displayed is “Customer Exceeded Days Past Due”. This is a warning now, so I’m surprise the system is not allowing us to complete the import. If I go to the Payments and Applications screen and enter the payment manually, it saves without any issues (I get the Days Past Due warning but it still allows me to save the payment). Any ideas? Thanks,Eric   

We plan to use Acumatica to track items' expiration dates. Here's our workflow:First, print a physical copy of the purchase receipt. The warehouse receiver then uses this paper to accept goods, fills in the received quantity on the receipt, and records the expiration date for items requiring expiration tracking. After receiving the completed physical receipt, the office clerk enters the details into the system.        However, we encountered an issue: once the "Track Expiration Date" feature is enabled, we can't create a purchase receipt in Acumatica unless we first enter an expiration date. But without creating the purchase receipt, we can't print the physical copy—this is a total catch-22.A paradox where one step depends on the other.Any suggestions on how to resolve this?

Is there a way in Acumatica, we are on version 2024 R2 for a few more months, to setup a discount so that it doesn’t discount a promotional sale price?We would prefer that the customer gets the better price of:Base price Customer specific price Sale Price Discounted base priceHowever, when I setup a discount that would include an item with a sale price, Acumatica discounts the sale price driving down the margin unacceptably.Thanks!

     Our company plans to set some items to capture expiration dates upon receipt. However, these items are frequently used, and it’s impossible to wait until the inventory is exhausted before replenishing. In other words, there is always an on-hand quantity in stock. I noticed that when I try to modify the lot serial class, items that are in use (which should mean having an on-hand quantity) do not allow me to switch from the default class to the expiration date track class.How can this problem be solved? What is the best approach. Please advise.

Hi everyone,We’re running into recurring issues in our Distribution Center related to lot-tracked inventory and availability for shipping. We are semi-new to Acumatica, having gone live in March, so we’re still ironing out some processes.Our Lot/Serial Class is set to “User - Lot Tracked”, meaning the system does not assign specific lot numbers when generating pick lists - only the location is specified.Here’s the problem:The picker is directed to a location (e.g. F-A01-) to pick any available lot. However, the lot they select is often showing an error (Something like “lot unavailable” or “inventory will go negative”), even though it physically exists in that location. Other times, picking and packing go smoothly, but at Confirm Shipment, we get an error saying the inventory will go negative - even though nothing appears to be oversold or misallocated. When we double-check the Inventory Summary screen, it shows more than enough quantity available to complete the pick lists, yet Acumati

Hello All,I am in the process of attempting to pull the contents of Screen IN405000 via a postman request.We have other successful requests coming through our Web Service Endpoints setup, so i am not immediately concerned about our configuration at this time.We created a new endpoint, with a base endpoint version of 18.200.001, and created a new route, “InventoryHistory” viewable here in screenshot 1.We then went to request it in screenshot 2, but we receive nothing in response. Any insight into what we have done incorrectly would be very helpful,ChrisScreenshot 1Screenshot 2  

I added a custom GI using SO invoice and AR invoice tables and created a custom column for past due invoices:=IIF([ARInvoice.DocType]='INV' AND [ARInvoice.Status]='N' and [ARInvoice.DueDate] + Day( 5) < Today(), 'Past Due','Current')Then I created a business event trigger by schedule to send an email on any invoices that became past due.The schedule is running, but no email is generated from the business event.Below are the screenshots: 

Hello all, I am in the process of configuring integrated shipping. When I try to confirm the shipment for a UPS carrier, it returns “Carrier Service returned error. 120309:Missing or invalid ship from phone number”. What is causing this error? Thanks!

We want Inventory Transfers of a large quantity, say 30+ items, to go through a approval process. Is this possible to do, and if so, how? I don’t see Transfers in the list of approval mappping.

We are struggling with scheduling and routing sales orders that are shipped on our own delivery trucks.  For most of our sales orders the customer does not define a delivery date, we group deliveries based on location and the weight the truck can carry.  My goal is to delivery all orders within 10 business days of order entry.  However I get to choose when the order gets delivered.  My initial thought was to leave the Requested On date empty as a visual queue that the order needed to be manually scheduled by distribution, but I can’t record a SO without entering that date.  We wrote an automation that defaults that date to 2 weeks out, but that’s still not giving my distribution department a quick way of seeing what orders are new and need to be scheduled.  I need a solution that will allow me to visualize new SO’s that need to be correctly scheduled and visualization of the scheduled and unscheduled delivery locations so that if I already have a truck going somewhere, I can add more s

Can we add a fee per package of a shipment? I know we can add a fee for each line of a shipment using shipping terms.However, we want to add a fee per PACKAGE of the shipment.  It is a small fee to cover the costs of the box being used to ship. Is this possible without a customization? Thanks!

Our company is trying to implement WMS in 2025-R2 and have come across a road block.We need the ability to pick the Qty Ordered in WMS when there is not Qty Available.I am able to do that on paper documents when the Create Zero Shipments is set to yes.  There are a million different real-life scenarios where the quantity on the floor is greater than the quantity available in Acumatica.Receiving person is out sick, inventory errors, KIT assembly not posted, customer returns not processed, etc. On paper - I can print the Shipping document.  It shows the Qty Available/shipped is less than Qty Ordered.  That is fine.  My warehouse teams can still fill the customer order and get it out the door.I am stopped from Confirming the Shipment until I address the inventory issue - and that is just perfect.  The customer order is completed and I will have a happy customer - always goal #1. In WMSI cannot PICK material greater than the Qty Available.  It stops you from completing the picking of the o

Hello, Has anyone ever noticed any issues with the scan and count process when multiple users are using scanners at the same time (Full Inventory PI)? Example: 30 users have scanners and are using the scan and count process at the same time.I am concerned that many users may disrupt the process. This is our first full PI in Acumatica and any advise would be appreciated.  

Hello,       Our company has some vendors that we do NOT want the sales team to know about. So we’ve set up restriction groups: only buyers can view these vendors, while certain sales personnel cannot.     However, when sales staff enter sales order with items purchased from these vendors into the system, an error pops up indicating they do not have access rights to the preferred vendors for those items.I currently have a workaround: I don’t set default preferred vendors for these items. But is there a better way to achieve both of the following?The vendors remain restricted (only accessible to buyers); Sales staff can enter sales order with the items correctly without errors.

When trying to create return labels via “use customer account”, I receive error: “UPS: 121526 The payment method specified for Transportation charges is invalid for return service.” Any solution on how to solve this?

When the Vendor has Allow AP Bill Before Receipt checked why is the same flag on the Purchase Order not enabled?  It was not checked and now the only way to enter AP Bills for the vendor is to change the vendor on the PO, set the flag on the Vendor, change the PO back to the original vendor in order to enter the AP Bill for the PO.  When you receive a vendor invoice and you have not received the goods, the best practice would seem to enter the bill and leave it on Hold until the goods are received vs. keeping it on your desk or in a file,

I created a UDF and added it to the approval map, but it is still not working as expected. Could someone please assist?  

Big Commerce: In 2025 R2, Can I set up Acumatica / Big Commerce to limit website customers to shopping / seeing only one of two warehouses?

I am receiving an error message that reads “Error: ‘Replenishment Class’ cannot be empty. Error: ‘Seasonality’ cannot be empty.” I have both of these in my Data Provider and they also show in the Prepared Import. Can anyone tell me what I am missing here? Thank you.  

Hello,I am finding that inventory reports do not reflect cost or quantity properly after using Inventory Adjustments and Inventory Counts.Here’s an example below - we do have a net of 42 and the total cost is appropriate of $312.06.  However, we are showing -84 in our Receiving Location (we run everything in/out of a single location).  This part number was counted, and adjusted up 126, and it was adjusted through the Receiving location, however it’s showing as blank on the report.  Note also that the average cost will be $7.43.  Now, if we look at the Inventory Balance report, since it doesn’t filter to Location, it shows the quantity of 42, but it also shows a Unit Cost of $2.4767, which would be $312.06/126 (total cost divided by the quantity in the ‘phantom’ location’). Looking through the Transaction History we can also see that the Adjustments were always made through the Receiving Location and not a ‘Blank’ Location.​​​​​If I add the Part to a Sales Order, it will correctly bring

Hello Community,  Has anyone has any luck adding a Total Cost to the Sales Order screen? This would be the “Ext Cost” column aggregated.  I added this field below, “SalesCostTotal” but its always 0.00. Even when you create the issue the cost is still 0.00.  We just need to take the Extend Cost column and summarize it for the entire order as the Estimated Total Cost.