Distribution

Inventory, Orders Management, Warehouse Operations

  • 1,151 Topics
  • 4,458 Replies

1151 Topics

R
Semi-Pro III
rosenjonSemi-Pro III
asked in Distribution

Inventory Pieces/Remnants - Any ideas on best way to deal with this?

We are in the metals industry, and one of the somewhat unique aspects of our business from an ERP perspective is that sometimes we will cut pieces of material that we sell into smaller pieces, per our customer’s request. So as a simple example, let’s say you have a 20ft x 20 ft piece of aluminum plate, and the customer asks for a piece that is 16ft x 18ft. We will cut that plate to size, and then have a remainder (what we call a remnant or a piece) that is left over. Sometimes we will directly scrap this remainder (not keep it around), and other times we will keep it on hand and sell it to another customer, or use it to cut another piece for a customer who may require a size smaller than that previously cut piece. We need to maintain heat/lot tracking of these pieces from the parent item.Does anyone have any clever ideas about the best way to program this in Acumatica? You could obviously create a new item every time you create one of these pieces, that is the exact dimensions of the p

5
Doug Johnson
Community Manager
12 days ago
R
Semi-Pro III
rosenjonSemi-Pro III
asked in Distribution

Email not being sent on demand from the system?

I have setup an email account for sending from Acumatica. When I send an email, for example using the email form attached to the Sales Order print feature, the email is not sent immediately. If I go to Send and Receive Email and “Process All”, it sends the email. What am I missing here in terms of setup, to get the system to send email as soon as the email is submitted to the system to be sent?

5
Chris Hackett
Community Manager
1 year ago
M
Freshman I
mrivera67Freshman I
asked in Distribution

Inventory Balance per period

Hello Everyone, Is there a way we can specify the period for the Inventory Balance report? Thank you.  Kind regards,mrivera67

5
Chris Hackett
Community Manager
1 year ago
L
Freshman I
lpenrodFreshman I
asked in Distribution

Allocations for Production Allowed for Lot-Tracked Items

Hello Everyone,I’m wanting to allocate items to a production order but 99% of our inventory is lot controlled. It looks like this feature isn’t currently available for lot-tracked items, do we have any idea when this feature will become available or if there is a way to allocate lot tracked items to production orders?  

5
angierowley75
Acumatica Moderator
8 months ago
L
Freshman I
lpenrodFreshman I
asked in Distribution

Default Scan and Issue and Scan Materials Screen to default to set qty

Currently when using the scan and issue or scan materials screen, Acumatica defaults to adding 1 unit to the line that you have scanned. In our industry, nearly everything is weighed out and we need our operators to always enter the qty that is on their scale. Is there a way to adjust the settings in Acumatica to default to setting the qty in the scanning modules?

5
L
Freshman I
1 year ago
A
Jr Varsity II
alicia23Jr Varsity II
asked in Distribution

Freight on Shipping to pull from Sales Order

 Does anyone know if the sales order freight price can be pulled into this screen (circled in red below).  I am going to make a customization to bring the dollar price from sales order over to this screen but i want to make sure i am not missing something in setup that will already fill it in.  Thank you      

5
Dana Moffat
Acumatica Moderator
1 year ago
Laura02
Captain I
Laura02Captain I
asked in Distribution

Landed Cost Transaction updates Stock Item with $0 adjustment

Hello,I’m configuring Landed Cost in Acumatica for the first time. (version 2022 R1)The process seems clear but the end result is $0 adjustment to my item.  What am I missing?My example is applying insurance costs weighted by Cost Amount across 3 items on a PO Receipt.Purchase Order (notice, 2 non-stock items on lines 1, 3 and one Stock Item is on line 2):PO Receipt: All Items Received.Landed Cost:What I expect on Valuation:  Receipt line $13.30 and Adjustment line $13.30.What I see on Valuation: Receipt line $13.30 and LC adjustment line = $0.What mistake did I make?   Thank you in advance for your help!!

5
Laura02
Captain I
9 months ago
dales50
Semi-Pro III
dales50
asked in Distribution

Setting up a default printer for a custom PO report

Customer has device hub and printers configuredCustomer has a custom PO receiving report to print to a specific paper printer.Is there a setting so that the report will always print to specific device hub printer ?Currently the report prints to the screen and then the browser / windows is used to select the printerI found help for the User Profile / Printer Setting Tab (pageid=8430c8b2-a79c-4f7b-9768-b0b7fad23a59) that says:  In this table, you can list reports that you regularly print and specify the default printer to be used when you print each of these reports. When you print a report from the list, the system uses the assigned printer.I was not able to set a ‘default printer’ as described in this help.  What am I missing?     

5
L
Semi-Pro II
1 year ago
R
Freshman I
richard77Freshman I
asked in Distribution

Report visible expression highlight color

In a report I want to highlight/ change the background color if the value is greater than 1. I understand i need to put two fields on top of one another. One with the default state and one with the changed state. my questions are as follows:=[POLine.BaseOpenQty]=[POLine.BaseOpenQty]               Do I use visible expressions for each field? Can you help me write the expression?I am leaning towards an IIF, but that is as far as i got.

5
Naveen Boga
Captain II
8 months ago
dales50
Semi-Pro III
dales50
asked in Distribution

Scales / Device Hub and Warehouse Managment

Device Hub is configured with local usb scale and weight is displayed, Acumatica is seeing the scale on he Scale screenItem is set to manual pack with a weight.When confirming a package with the item in WMS / Pack the system is using the weight of the product.How can you configure to have the package weight pulled from the scale and not use the item weight   

5
Chris Hackett
Community Manager
1 year ago
willie98
Freshman II
willie98
asked in Distribution

Prepayment/Payment Applied to Sales Order and Customer's Terms includes a % discount when they pay within the terms, the Cash Discount does not get applied to the Invoice

HelloI ran into an issue that the Cash Discount does not automatically apply to an SO Invoice nor to AR Invoice if a prepayment or payment is applied to Sales Orders. We don’t have an issue with customer’s terms and cash discounts when applying a payment “on time”- Cash Discount is calculated and applied, AR Invoice is closed, everything OK there. Example # 1- non issue:I can either start a new Payment and Application transaction or pay from Invoice itself.  Payment from client is taking the discount, it falls within the days where they get a discount. Acumatica comes up in Cash Discount Taken column calculating the amount correctly. I release payment, it closes AR Invoice. we are done.  Example #2- ISSUEIn this case I have a Sales Order that I have applied a prepayment for the amount minus 2% discount to the order. The Customer’s terms is 2% Discount Prepay- which means if they prepay, they will get 2% discount at time of invoicing.Customer has a $6000.00 prepaymentSales Order for $15

5
willie98
Freshman II
5 months ago
max21
Freshman II
max21Freshman II
asked in Distribution

Required Reason Codes for discounted SO Lines

Hello, We want to track transactions that are discounted, due to a misprint/reprint (we decorate our products). I’m assuming Reason Codes on the SO Line is the best way to track this, but please suggest any good alternative ideas. Is there a way to make Reason Codes required for discounted SO Lines? Our users will forget to input a code unless we require it. 

5
C
Varsity II
1 year ago
F
Jr Varsity II
FrancesPantelidakis24Jr Varsity II
asked in Distribution

Vendor Documents to Approve in Data Views

Hi,I am to new to Acumatica. We have an A/P approval workflow configured based on project accountants and project managers assigned to a project. However, A/P invoices are showing up to be approved for users that are not one of the approvers under Data views in Vendor Documents to Approve. How can I configure this so the invoices not are not assigned to the approver show up on the list. Thank you,   

5
F
Jr Varsity II
11 months ago
M
Freshman II
madhuFreshman II
asked in Distribution

In action menu button there is no generate sales order, To see that option what want to I do

 

5
Naveen Boga
Captain II
1 year ago
B
Jr Varsity III
brucewarrell96Jr Varsity III
asked in Distribution

Carrier Service returned an error. 1000: Authentication Failed

Using the Fedex plugin on v2022 R1.  We get this error when clicking Confirm Shipment.  The Shop for Rates button works fine.  This is connecting to the Production Fedex account.When using the Test Fedex account, we don't get the error.  It seems there's a setting on the Production account that we're missing?

5
B
Jr Varsity III
11 months ago
E
Varsity I
EvanGVarsity I
asked in Distribution

Error: Another process has added the 'Vendor' record. Please try again

HI I am trying to add new vendor record.  I get the ...Error: Another process has added the 'Vendor' record. Please try again. How do I correct this error.  I am also trying to import new vendors

5
E
Varsity I
1 year ago
L
Semi-Pro II
larrylySemi-Pro II
asked in Distribution

Acumatica endpoints how to add a note to invoice?

Hi all, I want to write a program to fetch invoice via Acumatica openAPI and send to clients. My problem is after send invoice to clients, I want to add a note to the invoice in the Acumatica. I checked openAPI and can not find any endpoints related to modify invoice. I only found a /Invoice/{actionName} endpoint maybe can do that. Also I can’t find any action like add a note. Does anyone have any idea on this?   

5
R
Semi-Pro III
1 year ago
R
Captain II
ray20Captain II
asked in Distribution

Price maintenance on FIFO negotiated item.

Hello,       We are having some negotiated items with customer, which we markup fixed amount based on cost.Like Item A,  FIFO, fixed markup amount $ 5 per case       First Purchase,   $20 per case, then we sell $25 per case       second purchase, $30 per case , then we sell $35 per case.Supposing we are having 100 cases $20 item A and 400 cases $30 cases item A.The perfect solution we are seeking for:  is it possible that,  after the 100 cases of $20 be sold out, then the sales price automatically jump up to $35.If this is not possible right now. Is there a way that can automatically reminder the human that the 100 cases of old inventory be sold out, you have to update the price.Please advise. Thank you.

5
R
Captain II
1 year ago
E
Freshman I
emery97Freshman I
asked in Distribution

Question about Shipping Terms (CS208000)

From the help file on the Shipping Terms (CS208000) form:Invoice Freight Price Based On The base document to be used for the freight price calculation in a sales order invoice with the current shipping terms selected. You can select one of the following settings: Shipment (default): The system copies the freight price from the related shipment to the invoice. Sales Order: The system copies the freight price from the related sales order to the invoice (fully or partially if the shipment is partial). Can anyone tell me what the highlighted text means in terms of expected behavior? In my testing, when I set this “Invoice Freight Price based on” to “Sales Order”: and create shipments that I believe are “partial”, the freight price still transfers fully, not partially.Perhaps my understanding of the phrase “if the shipment is partial” is off.The way it reads, it seems that intended functionality is to distribute the shipping charges across all of the shipments that come from one

5
hkabiri
Acumatica Moderator
1 year ago
Nancybielke83
Freshman I
Nancybielke83Freshman I
asked in Distribution

How to create Multiple UPS Collect Ship via with customer UPS account integrate to Acumatica Easypost

Anyone know how Easypost would work if I’m only shipping Collect using my customer’s account information.  We have a client that has 250 clients and 90% of the orders shipped use UPS Collect and utilize their CUSTOMER’S UPS account number.  Can I setup them in Easypost easily?  We haven’t done that before.  Anyone has any best insights that would be awesome. 

5
nathantrauscht
Varsity I
1 month ago
M
Jr Varsity II
mpowellJr Varsity II
asked in Distribution

Available for Shipping but not showing on Shipment

Edit to Add: out of curiosity, I selected ‘Mark for Production’ and then deselected it and saved SO64 on Line 1. Line 1 now pulls to the shipment. This item has never been ‘mark for production’. Any idea why it would suddenly change? Inventory ID WS881830 shows as 16 available for shipping. SO64 has open quantity 16 and SO76 has open quantity 35. We are trying to ship SO64 but it is not pulling WS881830 onto the shipment even though it is showing as available. Allocation Details attached as well as a screenshot of SO64. Any ideas why this is happening? My only guess is that it has something to do with the allocation type but don’t know what drives those fields.  

5
M
Jr Varsity II
1 year ago
B
Jr Varsity III
brucewarrell96Jr Varsity III
asked in Distribution

Fedex and Negotiated Rates

Does the native Fedex plugin (PX.FedExCarrier.FedExCarrier) in 2022R1 return negotiated rates?

5
rpiester
Freshman I
2 months ago
R
Semi-Pro III
rosenjonSemi-Pro III
asked in Distribution

Supplying Inventory Balances For Testing Purposes

Does anyone have thoughts on how I might supply inventory balances to the system externally without having to manage inflows (Purchase Receipts) and outflows (selling stock from the warehouse)?As we test transitioning from our old system, we’d like to use the balances from the old system but allow the new system to enforce order limits, etc.I’m guessing this is not a thing, but I’m curious if anyone has any clever tricks to make this work...

5
kandybeatty49
Captain II
1 year ago
A
Jr Varsity III
abdiJr Varsity III
asked in Distribution

Error Inventory Release Issue

Error Inventory Release Issue with message error : "Error: Key field cannot start with a leading space." Please Help

5
Naveen Boga
Captain II
1 year ago
R
Semi-Pro III
rosenjonSemi-Pro III
asked in Distribution

Prepopulate Sales Order Contact when emailing Sales Order?

When I go to “Print Sales Order”, and then go to the Email option to choose a contact for the To: address, the default is to search the global list of contacts. Shouldn’t the chosen Contact for the Sales Order be pre-populated? And also, shouldn’t the short list be the Contacts attached to that Customer, as opposed to searching the entire Contact database?

5
R
Semi-Pro III
1 year ago

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