Distribution

Hi everyone,I’m curious what other companies’ picking processes look like in Acumatica — especially if you’re using any customizations or third-party integrations to make picking faster.Our current process feels very tedious. To pick an item, our warehouse staff has to: Scan the location Scan the inventory ID Scan the lot number Manually click “Set Qty” if we’re selecting more than a quantity of 1 In our previous ERP, each box had its own lot number. When picking, we could simply scan that lot number, and the system would automatically know the location, inventory ID, and quantity from that single scan.We tried to eliminate the “Set Qty” step in Acumatica by creating cross-reference barcodes tied to the UOM (BOX or CS). That way, when we scan the alternate ID, the system automatically sets the quantity based on the UOM.For example, for product F8032-052LG: Inner pack (BOX) = 6 units Full case (CS) = 72 units So, if I need a full case, I scan the F8032-052LG-CS barcode once, the

Hello,We have about 350 stock items that are set to either inactive or marked for deletion. Some of these items still have a quantity on hand in one or more warehouses.The items marked inactive/m4d do not show up on the physical count, and will not let us create adjustments for them.Is there a way to zero out the on hand inventory for these items without manually going through all 350, reactivating them, doing an adjustment, and then deactivating them again?Thank you!

We have low-cost products and don't use the formal RMA process, but we still need to handle returns efficiently.We need the belowAdd returned items back to inventory at specific locations Link to customer when known (sometimes customer is unknown) Keep it simple and lightweightLooking for a simple solution that gives us basic tracking

The issue is that I have created Business event for triggering the condition to send email alert for salesperson whenever customer status changes from Active to Inactive and I have created separate generic inquiry where the result grid includes customer acctname, status,, salesperson email, salespersonCD and all Below screenshot is the DAC table and relations for the GI.Business event is getting triggered, but the email is not getting triggered and processed I want to send the email to employee of the company i.e., salesperson. Below are the screenshot for I am facing the issue 

Does anyone have an inventory usage/inventory aging report xml that they could attach? I’ve been trying to create one with a GI but having trouble getting it to work correctly.Thanks for the help!

Hello all,I have a scenario where I have a small custom grid in the stock items screen where the grid has 3 rows (Value1, Value2, Value3) already defined via customization. And i want to map the scenario to mark Active checkbox true for only Value3. 

Hello; i’m struggling to activate my Price class field in my Generic Inquiry.I’ve gotten it to work before...but i had to switch from billing to shipping addresses and having rebuilt it, i broke it and cant get it again lol. So far, I’ve had success using the DAC browser and following what they state via the element inspector, albeit some are backwards to what the browser says.  Is there a resource that explains more thorough how to find these relation partnerships? I sorta understand but some change and i get confused. 

The customer walks in to the counter to return and replace an item.  The replacement item must be picked and processed in the warehouse but the mixed order type cannot do a shipment  Using the RMA order type requires a Receipt to be processed.  There is not a desire to go thru the entire shipping process for the receipt, just return it to the default RMA bin (MO orders DO NOT default the location to the RMA location which is a bug).

How to clean inventory transit expired from item plan or can receipt it

Hello everyone,I am currently working on a customization where I want the Contact from the Sales Order (SOOrder) to be displayed in the Shipments (SOShipment). I'm running into issues.What is the best approach to achieve this functionality?Any guidance or code examples would be greatly appreciated!Thank you in advance!

Hi ! We use the BL type of Sales Orders to follow quantity Sales and invoiced.I only use non-inventory item with SO Invoice without Shipment. But How could I track the real quantity into customer Order when a credit memo is created for correcting a invoice ?I E : If we create a child SO Order then invoice it and after that create a credit memo(from AR30100 because of no shippment restriction) for some reason with reducing the quantity invoiced. How could the blanket order reflect the real quantity into sales order and invoices linked ? I could copy my SO into a RC one but it would be linked with my BL Sales order. Thank for your help 

Hi Acumatica Community,We’re running into a costing behavior that doesn’t match our expectation of how Average Costing should work, and I’d like to understand how to address it properly.Scenario:We’re using Average as the costing method on our stock items. We received 5 units on a PO at $9.50 per unit. A Landed Cost was posted afterward for $9.00 per unit, bringing the total unit cost for those 5 units to $18.50. We then received 10 more units at $9.00 each, with no landed cost. The overall average cost at this point should be:((5 × 18.5) + (10 × 9.00)) ÷ 15 = $11.67 However, when we ship the first 5 units, Acumatica still uses the $18.50 unit cost instead of pulling the average cost of $11.67.My Question: How can we get Acumatica to always use the actual average cost (e.g., $11.67), not the inflated cost from the landed cost layer? Is there a configuration we’re missing? Do we need to perform a Cost Revaluation after each landed cost? Is this behavior expected even when Av

Wondering if anybody has come up with a solution to show duplicate lot/serial numbers if used in different item classes?  Client needs to be able to resolve duplications of serial numbers when posted, we have the Lot Serial Class set to Share Auto-Incremental Value between all class items but it doesn’t stop you posting the same serial number to an item in a different class.  I created a GI to show duplicates by joining the InSiteLotSerial to the InSiteLotSerial as an alias but have had to use groupings to get it to work,  I then can’t get a business event to send an email when a new record is inserted due to grouping.   I have tried other tables InItemLotSerialInfo but this doesn’t report correctly and struggling to find away without going down the customisation route of extending Dacs etc.

We currently have our sales order types set to pull from the Customer Location for the “Combine Sales Sub From” setting (so it’s set to LLLL).  We are setting up a new sales order type that we’d like to hard code to a specific subaccount, instead of telling it to pull from somewhere.There are plenty of places to pull the subaccount from (and we use almost none of them), so I could plug it in on the warehouse or even the inventory item and pull from there, but if I am able to plug in a specific subaccount in this field, it would make it even easier.

Hello! We have 15 different locations that need to be set up under one company and we are thinking of either setting them up as 15 different branches or as different subaccounts. Any best practices or pros and cons for doing either branches or subaccounts?We are open to any suggestions!Thanks!

Hi there!  I saw a post on this topic from 2 years ago so looking for a refresh.   We do not use inventory...most of our projects are special order.  That said, we palletize materiala and put them on racks in our warehouse until we can ship them to the job site.   We have a new warehouse assistant.  He would like us to get a printer to print these labels….I am assuming we should also get the capability to read barcodes.  1) Any ideas based on the situation I just described 2) what has everyone else had success with  3) what am I not thinking of :)  Thanks in advance! 

Hi Community  I would like to Pass the channel Information as Text from Shopify to Acumatica. I created a UDF Field in Acumatica, could you please some one help me with the Importing Mapping? 

 Hello,There is a Acumatica customer that is about to reach the end value of their ARINVOICE sequence.   What is the best way to expand this sequence number range and what are the pros and cons? 

We have a situation where we agree to credit and refund a customer for a faulty item but we don’t ask for the item back.For reporting purposes we want to process this through sales orders rather than in AR as we want to track the stock items, quantities & values of these.Is there a way to process such a return that does not generate a stock receipt transaction ? Does anyone else have this kind of process to deal with and if so how do you handle it ?Many thanks !

Hi Everyone,I am working with Shopify Connector with Build 24R1 version 24.121.0004.On initial order sync, the details are updating as expected.But on order edit sync, the discountable amount is not updating properly (Detail Total - Line Discounts) under Discounts tab.Can you please suggest the possible root cause and fix for this issue. Thank you,

Is there a way to add the Case Packaging Dimension by UOM in the Packaging Tab under Stock ItemWe have full cases at a specific dimension and weight then we have single items at its own dimension and weight.

How do you have a distribution addition and not include DRP in it? I find it curious that if this is such a need functionality, why is it not core to the product? Thoughts?

Has anyone leverage an ISV to assist with customer billbacks short payments for promotions, rebates or etc?  

Hey folks !I create SO Invoice by adding lines from a sale order.(I would like to invoice partially some lines of the sales order, So I created a new invoice, add the lines I wanted and change the quantity from 5 to only 1.)But after that, the status SOLine statut is automatically change to “completed” even if there is unbilled qty .Why ? I would to do multiple invoice from a same SO Order ? Thanks for your help.  

When looking up a Location in forms like an Inventory Issue transaction, make it so that locations with inventory on hand show up first.  The current lookup in an inventory Issue sorts purely by Location which usually forces the user to filter on the on hand column.One idea I had was to add a check box at the top of the Location lookup screen that is labeled something like “On Hand Only” that is checked by default, which would filter the listing down to locations that have inventory on hand.Another idea is to just sort first by On Hand descending, and then by Location.This idea has been in my head for years, but a new customer that is about to go-live asked me about this today.