Distribution

We have run into an issue where our purchasing agent went to create a drop ship purchase order but only selected one of the two items needed for the order. Once realizing this they deleted the purchase order and unlinked it from the SO as prompted, but doing this causes the item attached to this deleted purchase order to no longer be listed when going to create a new purchase order. The item is still marked for PO as Drop-Ship in the Sales Order and doesn’t show it linked to any PO. I am unable to find a way to manually add these to a drop-ship order either.

Looking for a good solution to implement cross-docking processes in Acumatica.   Basically, we pull inventory available to a “stage” or “picking” location for a SO then wait for other SO items to come in on a PO that should get cross-docked to shipping and get married with the “stagged” inventory quickly.  

Client is going live over the weekend and we need to pull in the purchase order receipts for the goods received not invoiced report.  Do we take the report from the legacy system and receive them into Acumatica and just do a manual reversal of the gl entries created?  I do not see anything on this process when I search for it.

Hello everyone  My company requires to open several shipments that have several lines (products) of one SO. Acumatica doesn’t allow you to have an open (unconfirmed) shipment add modify the sale order simultaneously. I need to  create multiple open shipments at the same time. If you create one shipment it lock the SO and doesn’t allow you to create additional shipments without confirming them. Does anyone know how to unlock the SO? 

Is there are report or GI in Acumatica where one can see a customers purchase history by item?

Hey there. I have a SO that had a drop ship item on it. Twice as much product was received via a purchase receipt. The PR was released but not billed. The customer has also not been invoiced for the “extra” product received. I saw some documentation on how to undo this if the product had been invoiced to the customer and billed by the vendor. Do I need to go thru that entire process even though the customer has not been invoiced for the additional product and the PR does not have an AP Bill?

Hello,   We recently updated our module. When generating purchase orders the warehouse location is auto defaulting to the wrong location. how would i mass change this to the correct location?  After reviewing Vendor profiles, we discovered the purchase settings for WAREHOUSE within the profile is blank. With that said we cannot figure out why it would default to the wrong location and why our data was deleted after the update.  Not sure if we will have to change this for each individual vendor one at a time or if a mass data dump possible.  thank you. 

I am trying to add an Attribute that has a selector control type to an inventory ID. I set it up as follows:  I then go to the inventory ID class and try to select it but it is not available: Observations:If I change the attribute type to anything other than selector, it becomes available in the Class ID Attribute screen. I tested the selector by creating a user ID field and adding the selector to a user defined field. It worked as expected.Is there a restriction or issue with adding a selector type field to to inventory class id?

Hello,We’ve created an automation and a business event so that when any Will Call (WC) sales order is ready for pickup, an email is sent to the Ship-To Contact email address. The issue is that our sales reps sometimes leave this field blank.We enter a large number of WC orders on a daily basis, and calling or manually emailing customers is very time-consuming. I’m looking for a way for the system to automatically send the email to the Sales Order contact (or the “Ordered By” contact) if the Ship-To Contact email field is empty. Is there a way to implement this? 

Hi everyone,I’m wondering if Acumatica allows assigning a specific “From” email address based on the Order Type.For example: Sales Orders (SO) → send from sales@company.com Quotes (QT) or RMA (RM) orders → send from quote@company.com Is there a way to configure this directly in Email Accounts, Notification Templates, or perhaps through Automation Steps or Business Events?If anyone has implemented this (either through configuration or customization), I’d really appreciate some guidance or examples of how to set it up.Thanks in advance!

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?