Distribution

Hi, we have a sales order for a stock item that has unit cost of 0.4568 back in June 2025, but I can’t find the cost in inventory transaction history. How is this calculated and where is this inherited from? Help please..Item’s valuation method: FIFO This is the UOM of the stock item 

Hello all,I have a requirement where a user would like to create an SO from quote. Is there any automation that we can make use of or any import scenarios?Thanks.

How can I get the shipping address on the Invoice actually match the override from the Sales Order in the scenario below? Have in mind the Shipments and Invoice are generated from the Processing page on a schedule.I have a sales order with direct override of the Ship-to Address.This order then is partially shipped by 2 shipment to that same address. Then the Invoice is generated for the whole order and the address on the invoice is reset to the location address instead.The easy workaround would be to create actual Customer Location before shipping and use it, but that means I can’t normally use the Address Override feature anymore. It seems like the “Multiple Ship-To Address” logic on the Invoice is simply checking the Address IDs and ignoring the fact that it is the exact same address actually.  

Hello, I’m trying to automate the Create Purchase Order Process of my MYOB Acumatica. Though the automation works, it stops with the error, “Owner Cannot be Empty”. I have identified this because, there is no Linked Entity connected with Admin user and hence no Owner is filling on the Purchase Order form. And the field is mandatory. The admin user is not editable even to a full user.  Is there any way that I can automate the process. 

We have Restriction Groups that relate to certain Users seeing certain items. This Restriction Group has worked fine for a couple years. Now it periodically doesn’t work and Users can see items we don’t want them to. We are currently using Acumatica 2025 R1.Is anyone else experiencing this issue? Is there a fix?

I know that if I Prepare Invoice FROM the Sales Order after the shipment and return are complete, I will get a single invoice with both the return and the new item(s).However, that isn’t normal processing.  We don’t want to handle RMA invoicing separately. When we use Process Shipments > Prepare Invoice - we want to hold off invoicing till everything is returned and replacement shipped and create a single invoice (or credit memo if more returned than shipped). Is there any way to force the shipped and returned items into a single invoice?

Hello,We are on Build 25.100.0054.6 and we were in contact with UPS for a separate issue we were encountering.They informed us in their communication the following:“Starting Q3, 2026, the lifespan of OAuth tokens will be reduced from 4 hours to 1 hour. This means your integration must generate a new token every hour instead of every 4 hours to maintain uninterrupted access to UPS APIs. If your integration is hardcoded to refresh tokens every 4 hours, you will need to update your logic”We are wondering if this will potentially change how the carrier is connected with Acumatica and if this change will impact the connection with Acumatica at all?Thank you!

We’re using Pacejet with pack and ship in Acumatica. I’m wondering if anyone is having speed issues like I’m having. It takes about 45 seconds to confirm an order.

We want to use the shipping label that has an extra removable tab at the top.  Fedex wants to see"label_size": "4X6.75_TRAILING_DOC_TAB"We are using the Easypost API and it doesn’t support this size, the closest is regular 4x6.  Easypost supports it but the API doesn’t.  Has anyone managed to use this label size with any of the carrier integrations?

If we have a cash customer come in, and their credit card payment declines, the system acts as though it was an approved payment & allows us to fully process the customer’s order instead of leaving the order in Awaiting Payment status until a legitimate payment is received.  What setting is allowing this?

Hi everyone,I’m looking for guidance from the community on a matrix item performance issue we’re encountering.BackgroundWe have a client that relies heavily on matrix items, with a single attribute (Color) that currently has 6000+ values and continues to grow. This is due to vendors introducing many unique color variations over time.ProblemWe are seeing significant performance issues when working with template items:Template screen takes a long time to load System performance degrades noticeably In some cases, the screen becomes nearly unusableIt appears the system is attempting to process a very large number of attribute values when loading the template.ConstraintBreaking the attribute into multiple attributes is not an option for this client because:It would disrupt their current product structure It would negatively impact SEO and eCommerce product organizationQuestionsHas anyone dealt with very large attribute value sets (thousands) in Acumatica? Are there any best practices for ma

We are seeing some order are failing with the below errorThe order is missing the ship via code. Please map it with the shipping option in the store settings or specify it on the Customer Locations (AR303020) form. We would like to understand how we can pass the ship via information from shopify to Acumatica. We have all the settings in store mapping as needed but still it is failing. For failed orders we are manually updating the ship via in customer locations and has to sync. can some one help how we can get the ship via information from shopify to Acumatica? currenty the customer created with blank ship via.

Is there a way to change an item from stock to non stock?Thanks!

Hi Team,  Bright Side's orders aren't automatically invoicing like they should. When I go to manually invoice them I get an error related to Pacejet. Can you help look into what is going on? Below are the two shipments currently needing to be invoiced.I tried to correct the shipment to see if I could send it back through but since it has been too long since confirmation it wouldn't let me. The problem is, even though it wouldn't pull it back from Pacejet into Acumatica, it still deleted the shipment from the Pacejet side. So now its busted even more.

Question for those of you in Distribution who have a custom website integrated with REPAY (or another payment provider).Our current process is that the customer enters their credit card information in the secure REPAY window on our website. The website then sends the sales order together with the payment token to Acumatica through the integration. We don't pre-authorize the card on the website. Instead, we pre-authorize it later in Acumatica as part of a scheduled process.The challenge is that if the authorization fails, the customer doesn't find out until later, which delays order processing and creates extra work for our Customer Support team.I'm curious how others handle this. Do you pre-authorize the card as soon as the customer enters it on your website, or do you wait until the order reaches Acumatica? If you do pre-authorize it right away, what amount do you use? Is there a common best practice for this?We're looking at moving the authorization earlier in the process so customer

Hello,We’re still relatively new to Acumatica and are encountering some issues when attempting to update pricing on an existing Purchase Order. We’re following the below process:-Create the PO and move to Open status-Recognize a price update is required-Place the PO on hold-Attempt to update the price via item vendor prices (manually if only a few items)-Ensure effective date is before promised on date-Attempt to update price via worksheet-Select recalculate price to perform updateThis process has resulted in some successful price updates and some non-successful. My question is, are we following the correct process to update prices in already created POs?

Hello Everyone,We have a multi-company client that makes intercompany sales/purchases for the same items between multiple different companies. Intercompany Sales Order generation requires a default warehouse for the creation of the Sales Order.  Customer and Stock Item default warehouses do not work becuase the same stock item could be sold to multiple different intercompany customers.Is there a way to default the warehouse by the selling branch?   Thank you!Luke

Wondering if anyone has any customizations/add-ons used for container management in Acumatica that does not involve PC Bennett or IIG container modules? Looking for ideas on how others are handling.

On Process Shipments page, can you only process shipments for that current date (or prior?)  Not any shipments in the future?   We will be closed for a couple weeks and would like to process shipments early  (That will be picked up by UPS while we’re closed)  we would like to keep the scheduled shipment date as actual date UPS picks it up..  For invoice, billing, etc.I see how when creating a shipment you can create for scheduled shipment date.   Also, invoicing.  Prior to releasing you can change the ship date that automatically  adjusts the net30 and posting period.It’s seems like the only hiccup is printing the labels.    

Hello, wondering if anyone is or has had the same issue when updating the current movement class for an item-warehouse using the Update Movement Class screen (IN506100) I’ve tried the following:Select Warehouse and Period, then Click “PROCESS ALL” Projected Movement Class would populate on some items I’ve tried selecting an item with a projected movement class and then click “PROCESS” Current movement class for that item would not get populated on (IN506100). I checked warehouse details for that item-warehouse and there is no value on the movement class.I’d appreciate if anyone has any suggestion or knows what I’m doing wrong to let me know. Thank you!!    

hello all,I have been trying to find a report Qty On Hand traceability report. So the report should display the Qty On Hand for a specific period. For instance, if my qty = 10 for June and I made a sale of 5 in July, so irrespective whenever I would the report if I enter my period of June in filter it should show me that in June month I had a qty of 10 units, expanded by Lot/Serial number & warehouse/Loc. Where can I find such or any references?

I have PO with discount when enter PO receipt with auto create bill. After release Po receipt bill generate without discount. The bill should include discount the same PO. Please guide me.

When I attempt to correct a previously created Purchase Receipt, the system does not generate an IN Reference. As a result, the Batch Number is also not created.Has anyone encountered this issue before? Any insights into possible causes (configuration, posting status, or known limitations) would be greatly appreciated.

Hello,      Happy 2026.     Our company's scenario is as follows: We have two branches – Branch A (corresponding to Warehouse A) and Branch B (corresponding to Warehouse B).    We have certain items that are centrally procured by Branch A but sold to end customers by Branch B.    When using the replenishment function, we hope to monitor the inventory of Warehouse B. Specifically, when Warehouse B's inventory falls below the reorder point, it should trigger the preparation for replenishment.     However, we want the procurement to be conducted by Branch A with the vendor. In other words, the generated Purchase Order (PO) should be issued by Branch A (linked to Warehouse A) to the vendor.Is there a way to achieve this?

Hello all,How to setup & enable 3 way match feature? Is it available in 25R2? I need guidance on this. Thanks.