Distribution

Inventory, Orders Management, Warehouse Operations

  • 1,323 Topics
  • 5,124 Replies

1323 Topics

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
6 months ago
V
Jr Varsity III
victoravila63Jr Varsity III
asked in Distribution

I try to import this SO, but the SO is imported but only with Two lines, the salesperson is imported

Hello:Please someone that Support me.I try to import this SO, but the SO is imported but only with Two lines, the salesperson is importedHere you have the SalesPerson colum, but in the second screen only I have 2 lines with salesperson.The screenhoot 3, the salesperson is linked.I attached the scenario fileThank you.             

4
V
Jr Varsity III
6 months ago
dougmcbride79
Varsity I
dougmcbride79Varsity I
asked in Distribution

Opportunity Stage: How to edit stages

Where can I modify / add “Opporunity Stages”?

3
kandybeatty49
Captain II
6 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
Pro I
6 months ago
M
Freshman II
mmedleyFreshman II
asked in Distribution

add new record missing + missing in requisition

I came in today and the add new record “+” is missing from requisitions.  I am in the admin group and this group has delete rights on the requisition screen.  We have not made any modifications over the weekend.  Where else can I look??We are on 2022R1 , 22.110.0018 Thanks…Matthew

9
M
Freshman II
6 months ago
dsimmerly
Varsity I
dsimmerlyVarsity I
asked in Distribution

Seeking Ideas from Community for collections a signature on delivery

Customer uses their own trucks to deliver large shipments of construction materials to a job site. They are seeking a solution to collect a signature on BOL at the delivery, print and write back to the ACM shipment.Any thought of suggestions for a solution ? 

5
A
Freshman II
6 months ago
M
Jr Varsity II
mna10Jr Varsity 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
6 months ago
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
6 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
6 months ago
estebanperalta54
Pro I
estebanperalta54Pro I
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
Pro I
7 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
7 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
DConcannon
Varsity II
7 months ago
H
Freshman I
harberjaFreshman I
asked in Distribution

Acumatica and WorldShip Mapping

Is it possible to use the UPS Mapping tool to import addresses into WorldShip and export the the shipping information (tracking and freight) back into the shipment within Acumatica?

5
E
Varsity I
6 months ago
K
Varsity I
kokjietanVarsity I
asked in Distribution

Customisation to edit shipment fields after confirmation?

Has anyone had any luck in customising Shipment fields to allow editing after shipment confirmation?Our company requires multiple shipments (one for each vehicle) against the same order. Due to Acumatica limitations, this means we need to confirm the earlier shipment to open a subsequent one, despite the shipment not actually being confirmed. Naturally, this leads to errors, which are particularly difficult to correct due to too many subsequent shipments having been ‘confirmed’ already.This leads to the issue of how to rectify errors. Should there be any way to customise the editing of Shipment fields (such as date, description, UDFs, and quantity) even in a Confirmed state, it would help a lot to resolve our problem.Thanks!

13
PorchlightZach
Varsity I
5 months ago
L
Pro III
ltussing03Pro III
asked in Distribution

Ability to close Sales Order Line from the shipping screen if shipping short

Hello,I am familiar with Shipping Rules on customers.However, is there a way when entering a shipment to make the sales order LINE “complete” or “closed” directly in the shippping screen, or are shipping rules the only way to short ship a sales order line and close it short?Does “Cancel remainder” auto close the sales order line short?Does it close it even if you have inventory but choose not to ship it on this order? Ship Complete: Only completely fulfilled orders are allowed. Back Order Allowed: Back orders are allowed for the customer if some items are out of stock. Cancel Remainder: Orders should be shipped even if the quantities shipped are less than the quantities specified on the order. If all the requested items are out of stock, the order should be canceled.

2
L
Pro III
6 months ago
M
Freshman II
Mondeddula Madhu Venkat ReddyFreshman II
asked in Distribution

error: The Confirm Shipment action is not available in the Shipment: Shipment Nbr. = 000009 document at the moment. The document is being used by another process.

Error: The Confirm Shipment action is not available in the Shipment: Shipment Nbr. = 000009 document at the moment. The document is being used by another process.When i am conforming the shippment the following error has occured.

5
manikantad18
Pro I
6 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
7 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
7 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
7 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
7 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 II
7 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 II
7 months ago
E
Varsity I
Ellie
asked in Distribution

Shipping & handling fee per item

Is there a way to add a shipping fee per item? So any time a particular item is added to a sales order, a shipping fee will be added based on that item.Ideally it would be a setting tied to weight - Any item above a certain weight will get a shipping fee added to the order automatically.Currently it seems only possible to add a fee per amount or weight of the entire shipment, rather than item specific.

7
E
Varsity I
6 months ago
KarthikGajendran
Acumatica Moderator
KarthikGajendranAcumatica Moderator
posted in Distribution

Requirements Gathering for Order Orchestration - directing Order Fulfillment to the proper warehouse based on business rules

Hello Commerce Customers,Could you please help me in understanding how the multi-warehouse location inventory for the Commerce orders works? How does your commerce system select the required location when the order is placed by the consumer?  How does Acumatica select the warehouse location when the orders are imported into Acumatica?  Do anyone of you facing issues related to this?  If yes, please let us know we would like to connect with you and learn about your business process and help you by implementing this feature out of the box. 

5
Dana Moffat
Acumatica Moderator
6 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

8
Dana Moffat
Acumatica Moderator
24 days ago

Badge winners

Show all badges
Terms & ConditionsCookie settings
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2023  Acumatica, Inc. All rights reserved