Distribution

Inventory, Orders Management, Warehouse Operations

  • 1,037 Topics
  • 4,015 Replies

1037 Topics

B
Jr Varsity II
bgreene87Jr Varsity II
asked in Distribution

How to "Create Sales Order" from drop-ship purchase order using an Import Scenario

I’d like to use the “Create Sales Order” action in an Import Scenario on drop-ship purchase orders. Here’s the process flow I’m trying to make work:Create drop-ship PO, enter PO line(s), save the PO Use Business Event to trigger an Import Scenario based on newly inserted record Import Scenario accesses the newly created PO record and does a “<Action: Remove Hold> (ReleaseFromHold)” step. This is working. Import Scenario performs “<Action: Create Sales Order> (CreateSalesOrder)” step, fills in Sales Order Type of “SO”, and selects OK to close dialog box, create the Sales Order, and enter the SO Type/number/line into the associated reference fields on the drop ship PO line. This is NOT working. ***I need help w this step.*** Import Scenario puts the PO back on hold using “<Action: Hold> (PutOnHold)”. This is working (when I inactivate the mapping lines related to #2 above). Import Scenario checks the box for “SO Linked” -- I cannot find an Action for this.  I only se

8
B
Jr Varsity II
5 months ago
R
Jr Varsity II
rbrownNAWJr Varsity II
asked in Distribution

Ability to specify whether Signature is required Fedex

Is it possible on a per shipment basis using the standard Fedex plugin to specify that signature is or is not required. We know how to setup the Carrier so that the Service dictates whether signature is required or it is ALWAYS required or not required but it would be nice to dynamically specify that per shipment or per customer. Additionally, Big Commerce supports the ability to specify special shipping instructions, these do not currently integrate to Acumatica and there is also no location to even manually enter those so that they would be included on the shipment. Sending special delivery instructions would be a great feature. 

3
R
Jr Varsity II
7 months ago
Nancybielke83
Freshman I
Nancybielke83Freshman I
asked in Distribution

Using Stock KITs and Substitution (Related Items)

Setup some stock skus to use related items (set the item class to NOT allow Negatives) and tried to assemble a kit that one of the components was at a qty 0, and had allow for substitutions but I’m not sure where I pick the substitution item to add to the Kit assemble BOM.  Is there something I’m missing in the process?   How do I process the substitution?  

13
Nancybielke83
Freshman I
7 months ago
A
Jr Varsity II
acumaticapm182Jr Varsity II
asked in Distribution

How to fix Can't make a Sales Order because it has no Quantity Balance but the inventory have items?

Hi  Can you help me how to fix this issue. I want to create a Sales Order but I have a problem, when I’m doing SO I found out that I have no Inventory Balance but when I checked the items are there. What should I do? This is the Sales Order (Inventory ID - 00002647) This is the Inventory Balance I’ve already checked in Recalculate Inventory (IN505000) but it nothing happen  Thanks

7
A
Jr Varsity II
7 months ago
J
Freshman I
jechangFreshman I
asked in Distribution

How to closed a request without creating requisition?

I have a scenario whereby internal employee make a request of inventory items that have existing stock. Thus, when an internal employee enter a request, it will alert or send notification to logistics team to either perform issue or transfer of item to another warehouse or location. When the employee has received the item, the employee can manually close the request form. Or how to manually change the Issue Status to Received, so that system will automatically change the status of the request to closed. Does anyone have any suggestion/solution for this? thanks alot 

2
Laura02
Captain I
7 months ago
J
Freshman I
jechangFreshman I
asked in Distribution

Apply IIF statement in 'To:' field in Notification template

hi, have anyone tried using iif statement or any condition expression in the ‘to:’ field to obtain the email address? As I’m using workgroup for the approval and thinking if I can use Iff statement to get the email address. e.g Iff(workgroup=procurement, ‘email’, 0) 

0
J
Freshman I
7 months ago
S
Freshman I
scottaisd00Freshman I
asked in Distribution

Acumatica University Sign In Problem

When I try to Sign In to our Acumatica University account I get the attached Access Denied box.I have filled it out, but have got no response. Any one else experienced this? Any solutions would be appreciated. 

2
S
Freshman I
7 months ago
R
Semi-Pro III
rosenjonSemi-Pro III
asked in Distribution

Explanation of Path Field in Warehouse Location Table?

In the Warehouse settings screen, you define your Warehouse Locations in the Location Table. There is a field called “Path” in this table, but I can’t find an explanation anywhere of what this field does/what it means.In the Pick/Pack/Ship workflow, the handheld device keeps asking you to scan the nearest warehouse location. This never made sense to me, because there doesn’t appear to be anywhere in the system where you can tell it the distance between locations. So why would it care where you are currently, if it has no idea what the most efficient next location would be to send you to?So I’m wondering if this Path field maybe has something to do with Pick/Pack/Ship and its ability to distingish between Locations that are far away or close to one another? 

5
Julia Lukina
Acumatica Employee
3 months 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
7 months ago
meagan59
Varsity I
meagan59
asked in Distribution

Stock Item base UOM won't update

 When we try to update the Base Unit from CS to EA, the setting just returns to CS without an error. What may be causing the issue? Are there other item settings that stop the user from changing the Base Unit?There is no current stock for the item and no open transactions in the system.  

11
R
Semi-Pro III
7 months ago
B
Jr Varsity III
brucewarrell96Jr Varsity III
asked in Distribution

Order Stays in Back Order Status Even Though All Items Have Zero Open Quantities

Using 2021 R2.  We have an order that was shipped in full in one shipment.  The order stays in Back Order status.  Why?

10
D
Jr Varsity III
5 months ago
M
Varsity I
MarciaWVarsity I
asked in Distribution

PO Link Button on Sales Order

I was wondering if anyone has access to the business logic behind this button :-) as not all PO’s are displayed.I’m guessing, but need confirmation - it’s only PO's that have not yet been receipted, and I’m also guessing that there is some date logic behind it?  Like the date of the PO cannot be earlier than the date of the SO maybe?  The help file on this does not explain these rules and it would be helpful for it to be added there too!

2
Laura02
Captain I
8 months ago
B
brian11
asked in Distribution

UOM on Pick List does not match UOM on Sales Order

After avoiding eye contact with the matter for the last 19 months, we finally decided to start utilizing the UOM functionality in Acumatica. It has been about as easy as teaching a goldfish to speak Spanish.We chose the first item - a product which ships in Master Cases of (12) twelve displays. Each Display contains (20) Pieces.We have multiple companies set up in Acumatica. The main company is a wholesale operation, the others are a chain of retail stores.When the wholesale operation BUYS the product in question, we buy it in Master Cases. When the wholesale operation SELLS the product in question, we sell it in Displays. When the retail operations BUY the product in question, they buy it in Displays. When the retail operations SELL the product, they sell it in Piece.We have been able to get the Default Order UOM and Default Sales UOM set up, but we just discovered that when we place this item on a Sales Order and then create a corresponding Shipment/Pick List, the Sales Order correct

3
A
Freshman I
4 months ago
D
Varsity I
dougmcbride79Varsity I
asked in Distribution

Approval Maps: Built in Templates

Our VAR, Cloud 9, sent a training video to us on Approval Maps. The training video showed many built-in Approval Map templates we can use.  When I looked in our Acumatica 2021 R2 I do not see the Approval Map templates.  Am I missing something?  Or are the templates only in newer releases of Acumatica? 

2
D
Varsity I
8 months ago
S
Freshman II
suemackeown13Freshman II
asked in Distribution

Error message: Another process has added 'RolesInGraph' record. Your changes will be lost

When creating a dashboard, the above error message is displayed. What is the reaon for this and how can it be corrected? (2021 R2)

2
N
Freshman I
6 months ago
J
Freshman I
jcesarFreshman I
asked in Distribution

customer with credit retention or withheld, orders cannot be registered

How about, if a customer or supplier is placed in credit retention or retained status, it does not appear in the modules, for example customers, it does not appear to register orders, does anyone know if there is a solution to avoid this situation?

8
Laura02
Captain I
8 months ago
C
Jr Varsity II
cwomack98Jr Varsity II
asked in Distribution

Kit inventory report

Looking for a report or GI that would show available inventory for components of a kit. I can’t seem to locate anything like that but it sounds familiar.  Am I missing something or does this not exist? Original question from client: I want a report that shows my available inventory on hand for all the components in a kit, all on one report. 

4
C
Jr Varsity II
8 months ago
J
Freshman I
jechangFreshman I
asked in Distribution

How does Acumatica support customer loan or internal loan?

hi Anyone can advise the process flow in Acumatica regarding customer loan or internal loan? Thank you!

4
kandybeatty49
Captain II
8 months ago
G
GrahamEllis
asked in Distribution

Accountability Tracking

My company is new to Acumatica.  I looking for the ability to track activity in the system, for example.  If someone on our team was to add a new tax code, inventory item or customer etc.  Is there a place in the system that will tell me when it was done and by what user?

1
Julia Golomidova
Community Manager
8 months ago
D
Freshman I
dmazzullo77Freshman I
asked in Distribution

No carrier plug-ins available after upgrade to 2022R1

We had UPS Shipping Carrier integration working in Acumatica 2021R2.  We upgraded to Acumatica 2022R1 and although the license is there, we are not able to select the UPS Carrier Plug-in.  Feature is also still enabled.  See screenshots below.  Is there a customization that needs to be published to get the plug-ins?  If so, where do I find those.  I appreciate any help.  

10
manikantad18
Varsity III
6 months ago
A
Jr Varsity II
acumaticapm182Jr Varsity II
asked in Distribution

How to upgrade version 2020 R2 into 2021 R2 in Acumatica?

Hi all, Can you help me on how to upgrade my existing version (2020 R2) into (2021 R2) Thanks

4
A
Jr Varsity II
7 months ago
asmith50
Jr Varsity II
asmith50Jr Varsity II
asked in Distribution

Multiple open shipments on one Sales Order simultaneously

My client needs the ability to have multiple shipment open on a sales order simultaneously. The create shipments to tell the warehouse to prepare configuration of the shipping items, prepares a pro-forma invoice, and creates a shipment to send to US Customs.What have others done for their clients to achieve this or this type of need, workflow customizations?

17
K
Jr Varsity II
1 month ago
D
Varsity I
dougmcbride79Varsity I
asked in Distribution

How to prevent users from Correcting Invoices

We want to prevent our sales team from using the feature to correct or modify an invoice.  Can we do this in the Security area?  Where? How?  Any help is greatly appreciated. 

2
D
Varsity I
8 months ago
C
Freshman II
CetyliteFreshman II
asked in Distribution

How do I Correct / update

How do I correct / update an order after it has been invoiced? specifically for the sps edi tab for shipments. Normally I place a reference number under the SPS EDI tab for and order before it’s invoiced, But one order was invoiced and the “correct shipment” option was greyed out and unable to update the SPS EDI tab.  

3
C
Freshman II
7 months ago
asix02
Freshman I
asix02Freshman I
asked in Distribution

Looking for a Factoring Management Application that is or can be integrated with Acumatica

We are looking for a Factoring Management Application that is or can be integrated with the Acumatica ERP. If you or your client are also looking into this, please let me know. We can work together and save money. Our client is implementing the Acumatica ERP. The client uses currently factoring that provides them a loan against their customer invoices. Because the client has to order their materials from China three to four months ahead of their sales order or demand, they need money to bridge that waiting time for sales orders. When the client creates a sales order, the sales order amount is submitted to the factoring company via the factoring private website/portal. If the factoring company approves the submitted sales order amount, only then will our client start the shipment of goods for that approved sales order.. The basic steps of the application should have the following features:Mark all the customers for which customer invoices are factored For a given sales order, check if t

2
J
Freshman I
2 months ago

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