Distribution

When I do a transfer with the scan in Acumatica Mobile the transfer appear in Balance, how I do for change that and the transfer appear in release when a finish the transfer with the scan? Regards 

Can anyone tell me if this is included in your Subscription or do you pay extra for it.

We just implemented RGAs in Acumatica.We have a scenario where customer orders A, but we ship B on accident.  We need to credit them A and possibly send a replacement, but they are returning B so we will never really close out that return.  We get product B back, but it isn’t associated with any order.How do other users handle this?Price adjust B to 0 on the return so they don’t get a credit for it?

Is there a way to set min/max levels at the location level and setup replenishment triggers between locations to replenish to/from?  Could not find anything with WMS activated.

Hello,I have several Sales Orders that are completely shipped and invoiced, but are stuck on Open or Back Order status.  I have even reopened them, added lines, shipped everything, invoiced it (with $0 amounts) and tried to close it, but it will not work.  All of the invoices and shipments related to the SOs have been completed. I have tried using the Process Orders Screen, but it is not showing up in any of the options there either. Curiously, in one example the ordered Quantity in the header is 1,590, but the shipped quantity is 955 on the Shipments tab.  The 955 is the correct quantity, but I’m unable to make a new shipment from the SO or directly from the Shipments screen and adding the SO. I suspect there were lines on this order that were deleted, so the header just never updates, but that would be very strange if the order can never be closed now because of that.I’ve also tried “Recalculate Prices”, which of course doesn’t help.Has anyone experienced something like this?  Is the

I am facing an issue while updating Shopify inventory to specific Unavailable states such as Damaged, Quality Control, and Safety Stock.I have tried by overriding the UpdateInventoryQuantities method in the SPAvailabilityProcessor extension, but could not find a way to update inventory into specific unavailable states.To further investigate, I tested Shopify GraphQL inventory mutations directly via Postman, including inventoryAdjustQuantities and inventoryMoveQuantities.Observed behavior:When using the inventoryMoveQuantities mutation, the inventory quantity is successfully updated and reflected as Unavailable in the Acumatica application. However, in Shopify, the same quantity is not categorized under the specific unavailable states such as Damaged, Quality Control, or Safety Stock, as shown in the screenshot. I have tested all available inventory add, update, and move mutations, but none achieve the expected result of updating these specific unavailable inventory buckets in Shopify. 

When sending SO to customer, how do I add the salesperson’s email in CC in my notification template? I’ve tried the below which doesn’t work. Appreciate if someone can help please. 

Hello!I am required to get selected the Credit Term on the Sales Order based on the Customer Location or the Order Type, but currently it only provides the option to maintain the term for customer.Is there any way that I can alter this credit term selection?Best Regards 

We currently are using the Distribution Management Software. At the time we started that software, we weren't doing much “Production”. We are now doing a lot more but not enough to validate moving to the Manufacturing Software.Any suggestions on a light production module that doesn’t cost an arm and a leg to run? We don't need a lot of the “Bells & Whistles” that a lot of add-ons offer. I understand the cost for installation and training. But after that, the cost for usage of the module to be reasonable. Requirements:-JOB TRAVELERS/PRODUCTION TRAVELERS (To also be able to track status)-BILLS OF MATERIAL-BOM COSTING Optional Items:-FORECASTING/REPLENSIHMENT WITHIN THE BOM’S-AUTOMATIC “KIT ASSEMBLY” WHEN JOB TRAVELER IS COMPLETED

Hi All, We are the option of adjusting the Unit Price for a Sales Order after a Shipment was created and/or completed. In Sales Order status language in the Status of Shipping/Back Order/Complete.The Invoice won’t be created yet. And the goal is to have the Order and Invoice match up in case of Error on original Price Entry and it going through Approval without being caught. I tried Workflow Adjustments and Graph Extension on the SOOrderEntry Graph but wasn’t able to Enable the Unit Price field. I tried both Cury Unit Price and Unit Price. Any ideas on how to achieve this or is this something that Acumatica just doesn’t allow due to being too risky/invasive?

I need to correct a quantity in a RO by returning some of the items on the same day but with no charge. When creating a return on the same day, it still charges for the day.How do I avoid this charge?

Hello,On February 28th, we upgraded Acumatica to 2024 R2, and now the USPS Ground Advantage service method is missing from the service method list.I contacted EasyPost, and they said it appears to be an Acumatica issue. They advised us to reach out to Acumatica for support.Does anyone know how to add or retrieve this service method? I tested the connection and it is working. 

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.