Distribution

Hello -I’ve been using the EasyPost integration for many years without much issue.  Recently, I’ve started receiving emails from EasyPost stating that I need to elect to use either their free account (which does not allow me to use my own FedEx/UPS account #’s) or pay $20/month to continue to be able to use my own courier accounts.A number of years ago, when Acumatica was pushing us from using the native FedEx/UPS integration into EasyPost, they stated that there would be no fees associated with the use of EasyPost in conjunction with Acumatica.The Acumatica marketplace page for EasyPost still states “Create a free account and start shipping with dozens of carriers. No fees on 120,000 packages per year, and your first $500 is on EasyPost.”I’m being told by EasyPost that if I do no enable the $20/mo billing, then my carrier accounts will be disabled until I select an option - which will obviously cause disruption to my business.Can Acumatica provide some clarity to this situation?  Appa

Hi,  I’m running into an issue, where on Shopify Avalara will charge a “special tax”, but Acumatica doesn’t recognize it.  Screenshot from Shopify​​​​​​ 

​@dgodsill7348 posted this wonderful Idea in the community.  Extend Prepayment Invoice Capabilkity to no VAT clients. | CommunityWe all appreciate all of the effort that goes into the constant evolution of the platform.  I can tell you that after 15 years of deploying Acumatica, I’ve seen countless wonderful improvements to the platform. With that said, can someone on Distribution product side clarify why it’s necessary to enable VAT tax if a client wants to generate Prepayment Invoices?  This seems like a no-brainer feature that a lot of manufacturers and distrubutors want; especially those in the ETO space. This goes beyond credit term management, and Advance Revenue management is likely too heavy of a lift for accessing such a feature (probably ill suited as well).  There are other solutions less capable than Acumatica that supports this.  I’m working with a client presently whose legacy platform that not only supports prepayment invoices, but also allows for order-specific payment

The customer has expressed a desire to restrict the system's ability to release transfer documents when there is no quantity available. They are currently utilizing the "allow negative" checkbox in the item class. Furthermore, they aim to generate a shipment for kit assembly orders even when there is no quantity available, but at the same time, they want to impose restrictions on releasing documents with a negative balance during transfers.Any one please suggest how to meet this requirement? Any configuration? Thanks in advance

How can I see Inventory on hand, reserved, and available in a grid view? I am sure someone is doing this already. Are you creating a GI or am I just missing where to go and get this. I would like all of my inventory to populate in a grid view. I dont want to look at one item at a time I would like to populate the full inventory list and then filter and sort. Stock items screen lacks inventory information I am needing.

Hello!When trying to create an Adjustment for Physical Inventory for an item that has been Transferred to a Project (Track by Project Quantity), the system throws the error “Insufficient Qty. On Hand”.The only resolution we can find is to transfer the qty. back to Project X, or delete the item from the PI Adjustment and manually create an Issue doc. instead.Am I missing something?

We’re running into issues trying to short ship in Acumatica when items turn out to be missing after the shipment and pick list are already created.Here’s our Current process:If we discover the shortage during picking:Change Sales Order Preferences > Warehouse Management → Short Shipment Confirmation to “Allow with warning.” Pick what’s available and click Confirm Line Quantity. Confirm the Pick List and export Picking Details for reference. Delete the Pick List and Shipment. Adjust out the missing goods, update the Sales Order, and re-create the Shipment.So even though Acumatica lets us pick short, it won’t let us ship short — when we try to confirm the shipment, we get this error:“One or more lines have unassigned Location and/or Lot/Serial Number”It seems Acumatica still requires every line to have a valid location and/or lot/serial assignment, even when we intentionally didn’t pick the full quantity. Since we can’t modify the shipment quantities directly, we end up deleting the s

In most situations, if I have an order with two lines--one line that I have stock on, and one line that I don’t (and the order is set to Backorder Allowed), when I create a shipment it only has the item that I have stock on.We’ve found a small subset of shipments over the past year (as far as I went back) that, with the example order above, show both items but the item with no stock has a Shipped Qty on the shipment of zero.  I looked at audit detail and it wasn’t added and then changed--the system (we create most shipments from the Process Orders screen) created the shipment with two lines, one with qty and one without.We discovered this because one of our warehouse managers had a pick ticket with multiple zero qty lines on it; he asked if this was something that “broke” during our upgrade (we moved from 23R1 to 25R1 last month).  I dug deeper and found about 10 shipments each month this year with zero qty lines added.This isn’t necessarily a problem, but I’m really confused what the

Hi,I’m curious if anyone knows why the error line that a quantity would go negative prior to creating the shipment from a Sales Order would be present for one user but not present for another user. I checked permissions and I can’t seem to find anything that would be different. When the person goes to create the shipment, it's removing the items that would go negative, but he doesn’t have that view while others have it. If anyone else has run into this issue and knows a resolution, it would be greatly appreciated. I attached a screenshot of my view and the other users view for reference. 

I just started using the modern UI on 2025R1 and noticed the embedded image is no longer on the attributes tab of the stock item record.  Does anyone know how to get this back?  I tried adding the Image URL using the screen configurator, but that doesn’t embed the image, it just creates a non-drillable image URL.

Hi Community,I am trying to Correct a Shipment that the Update IN has been clicked, and because the Inventory Document has already been posted and Released, what other options do I have?Thanks,RJ

I’m trying to change the Lot/Serial Class on a few stock items from LOTTRACKED to USER.When the items are allocated on Sales Orders, I get the expected error message:“IN Error: The lot/serial class of the xyz item cannot be changed because this item is allocated in the Sales Order SO1234 document.”After I deallocate the xyz item from all Sales Orders, I get a different message saying the Lot/Serial Class cannot be changed because the item has inventory.I went a step further and cleared out all the inventory, but the system still won’t let me change the Lot/Serial Class. My understanding is that once there are completed transactions (receipts, issues, shipments, etc.), Acumatica “freezes” the Lot/Serial Class to preserve transaction history.Before I commit to a solution, can anyone confirm if:This really means the Lot/Serial Class is locked forever once transactions exist, even if inventory = 0. The only supported approach is to create a new stock items with the desired Lot/Serial Class

Is it possible to set up a customer which has multiple locations for shipping and not assign any as the default?The intent is to have sales orders for that customer not prepopulate with any location on order creation - a sort of indicator that the customer has multiple locations and care should be taken that the correct location is selected. We would still want to have customers with a default location selected to have that location populate for expediency.Thank you for any insight you can provide,

Hi everyone, I’m implementing Requisitions / Purchasing and have run into a problem due to the following requirement: PO receipt needs to have a net 0.00 impact on the GL, because COGS/expense needs to wait until the AP bill is created. But also need subaccount to be editible on the AP bill.  My solution was to put the same account as both PO Accrual and COGS on the non-stock item, so receipt is a wash. If I use the expense account for both, it shows up on the AP bill. But the subaccount is not editable on AP bill if the line is from a receipt. I see the reason for this because the AP bill should always debit the credited account/sub from receipt, but in this case the receipt already offsets itself.  I believe the simplest workaround is to skip receiving since these are non-stock items, but I’ve been told that is not a viable option from their process perspective. Would love to hear any ideas! Thanks!

Good day. How do we freeze Inventory module in Acumatica 2021 R2 for stock take purpose?

What functionality should I expect from the ShipStation integration? I’ve installed the customization, connected both systems within ShipStation, and started configuring ShipStation in Acumatica. However, I’m struggling to get orders to sync to ShipStation. What needs to be set up in Ship Via? Is a carrier required? I’ve reviewed the user guide from ShipStation but still can’t get the orders to sync. Additionally, will the "Shop for Rates" feature be available with this integration? I haven’t been able to find any clear resources on this—can you help?

Hi everyone, We recently upgraded our system to 2025 R1 a few days ago. I’ve encountered an issue when searching for invoices that have associated credit memos. The search results only display the RM (credit memo) and do not show the original invoice document. I’m not sure if this a bug or not. Can anyone try on your system and leave me a command. Thank you. invoice without credit memo: invoice with credit memo: 

Hello everyone,Our Balance Sheet shows a Purchase Accrual balance that is almost four times higher than the balance shown on the Purchase Accrual Summary report. I checked the Account Details for the Purchase Accrual account, and there are no manual journal entries posted to this account — all entries are from AP and IN modules. The balance for this account also matches the Trial Balance, including the debit and credit amounts.I also read a similar post on the Acumatica Community and tested all of the suggested steps, but the issue still remains.  I’m not sure where else to look to identify the discrepancy. As mentioned, the variance is quite large — roughly four times higher than the Unbilled Receipts amount.Has anyone encountered a similar issue or have any recommendations on how to troubleshoot and resolve this discrepancy?

We are using only the distribution edition of Acumatica, and our pick list does not print the components for kits. Is there any setting, like enable or disable, to activate the option? 

We’re struggling with visibility around international shipments in our Distribution Center. Right now, both the supervisor creating the pick lists and the pickers themselves often don’t realize an order is international until it’s too late. As a result, shipments sometimes leave without the proper customs paperwork.Most of the time, our pickup drivers are good at catching this when they load their trucks, but I’d like to eliminate the risk before it gets that far.What I’d like to do is:On the Create Pick Lists screen: make international shipments stand out more clearly (e.g., highlight the line a different color or display an icon/flag). On the Pick List report: add a bold header message like “INTERNATIONAL SHIPMENT--CUSTOMS PAPERWORK REQUIRED” that only appears when applicable.I’m not sure if this is best handled through Report Designer (and if so, which field to pull from--Ship-To Country?) or if there’s another way to flag international shipments directly in the screen.Has anyone im

After a recent upgrade I’ve noticed that the two checkboxes for Require Receipt and Require Shipment are missing from our Non-Stock ItemsThe fields are still populated with a value and I can see those values through a GI, but there are no fields to edit or modify on the Non-Stock item itself, nor can I access them via a mass records update or import scenarioWe have a few minor customizations to Non-Stock items but nothing that should impact these fields Is there anything I’m missing from a settings or configuration stand-point that might be causing this?  

Hi Team The issue is the approver column. It shows the wrong approver when the approver is a level 2. See example screenshot below. The approver should be Carlos instead of Virginie.         

Hey team,Is it possible to create a shipment on hold for specific customers? its like the rest of the shipments would be created under Balanced status but there are some customers for which they should be created on Hold. I know of biz events, import scenarios but anything apart from these?

My goal is to have shipping instructions auto populated to the Notes field in Shipment when the shipment is created.  The idea is to populate the insturctrions in the Notes of the location in the customer and have that note auto populate the Note of the shipment when a shipment is made with that customer. I have tried the following but its not working so far and thought I would open up the conversation to the group for discussion.I created a generic inquiry to pull the notesI built an import scenario And the following business event to which I am not sucessfully able to attach a subscriberI succesfully created a data provider from excel but not able to achieve success creating a data provider from a GI Anyway, its not working. Perhaps there is a simpler solution? What are your thoughts? 

Looking for a successful Import Scenario for Landed Cost Transactions.  Any suggestions would be appreciated.  I have one started, but although it says completed, it fails to create the transaction.