Distribution

Hi,I ran a drop ship order and associated it with project 101. I received the PO (and verified that it’s linked ot the same project/task), created and released the bill, and created and released the payment. I also created and released the SO shipment and invoice. The project shows $0 of actual expenses, but it should show $500 (the total on the PO).In the documentation, we’re told to add our inventory account to an Account Group. But the inventory account is a controlled account so it can’t be added. Is this recommendation implying that I need to add a new GL account just for project inventory that’s not a controlled account and then add that account?I’d rather not if it’s avoidable. I don’t need to track project inventory - I just need to track project expenses for drop ship orders as well as stock orders.

We are looking for ways to streamline communication and eliminate excess emails within our purchasing department. We currently have an excel form that non-inventory managers use to request a new stock item. We are looking for a way to potentially allow them to “create” their own item and have it be sent to the purchasing team for approval / final creation and activation. Hoping to be able to use the current approval map process, but am open to any other suggestions as well. 

When trying to correct an “Open” Invoice (utilizing the … → Correct Invoice),  Customer is getting this error.  Is there limitation on the IN standard order type that prevents the “Correct Invoice” button from being used? 

Hello, I’m trying to create a GI that shows when the quantity of an item ordered is more than available for the item. What we currently have set up looks at individual line items and compares the line items to the qty available. However, we have noticed that one stock item will be used for a 12 pack and a 6 pack non stock item, for example. If someone orders both the 12 pack and the 6 pack, those show up as two separate lines items. We just experienced a situation where the whole order total should have been put on Back order, because there wasn’t enough of the single stock item, but it did not show up on this GI because neither line item by itself was more than the qty available. Does anyone have any suggestions on how to get this condition to look at the whole order, but still specific items? Thanks!

I am trying to set up my Carrier Labels for both UPS and FedEx integrations. I have verified UPS and FedEx have a ZPL label format file type chosen.Do I have to go to Report Designer for the Carrier Label form and build a label from scratch? I assumed Acumatica, via its connections built in for UPS, would have a UPS label file already built.

I have a customer who uses EDI.They will send me an order for items and a display case.I want to invoice the items via EDI, but NOT the Display Case; that case has to be manually invoiced to the customer’s platform.Is there a nice way to do this? I’m trying to avoid asking them for 2 orders, but I can’t think of a better way to isolate these Display Cases. THANK YOU!

We work with hundreds of vendors, some with whom we can drop-ship and some we cannot.  Is there a mechanism by which we can prevent a user from creating a drop-ship PO on a certain items or with certain vendors?

I am fairly new to ACM and would like some help on editing my purchase orders GI. Just as the GI shows the Order qty and the Open qty, I need to be able to see the "total qty on receipts".Additionally, I need a condition where it only displays the purchase orders where the "total qty on receipts" is not equal to the Order qty.Can anyone give me the steps to do this?

Hi AllMy organization is looking to implement e-signature in our Acumatica instance.The proposed use case scenario is for customers to use an epad to sign on invoices when they receive it from our sales team.Can this work with the current esign customization that is available, please?If not, are there any options available?ThanksAmit

Help. I need the following reports: Sales By Customer By Product & Sales By Customer By Revenue

We have a client who requires branch-specific UOM conversions.For example: In Branch A, Item 1 will have 1 bag = 100 kg In Branch B, Item 1 will have 1 bag = 75 kg Is there way we can restrict this or define branch specific UOM conversion. 

Error: An error occurred during processing of the field Cash Account value 10200MF    Error: Cash Account '10200MF   ' cannot be found in the system. Please verify whether you have proper access rights to this object. 

Hi, A customer wants to receive in a RMA order the items using the location defined in the original invoice. Does it possible?a workaround I was considering is to use the location of the invoice that appears when user selects ADD IMVOICE in the RMA order, but I’m struggling with a way to send that information to the shipment, any ideas? thanks! 

Hi Team,We need to suppress the following message displayed on the Stock Items screen when changing the Lot/Serial Class:"The lot/serial class of the ITEMLOT1 item cannot be changed because this item is allocated in the Shipment 006084 document."We attempted the following approaches to suppress this validation, but neither was successful:Extended the INItemPlan DAC and overrode the CreateEditPreventingReason method to return null. Used a CacheAttached event for the InventoryID field in the INItemPlan DAC to intercept or suppress the validation.Despite these efforts, the default validation and message continue to appear.Could you please assist with the correct approach to suppress or override this validation?

If we allow negative inventory, the system does not allow a hard link between the PO and the SO.  We have to allow negative inventory in our business model.  Have you ran into this problem, and how did you overcome it?

New Form/Grid program error sequence contains no matching element.  In the customization project, I can see the field when I add data fields, but when I save I get the error.  It happens if I add a data field to the form or to the grid.I have written similar programs to this that work.  Cannot figure out what I have wrong on this one. I know the filter on SO works and the Order Types that start with T.  I have tested that statement in SQL.  Program:using System;using MCB_Custom.MspData.DAC;using PX.Data;using PX.Data.BQL;using PX.Data.BQL.Fluent;using PX.Objects.IN;using PX.SM;using PX.Objects.SO;namespace MCBCustom{    public class TagSchedule : PXGraph<TagSchedule>    {        public PXSave<TagScheduleFilter> Save;        public PXCancel<TagScheduleFilter> Cancel;        public PXFilter<TagScheduleFilter> Filter;        public SelectFrom<SOOrder>           .Where<SOOrder.status.IsEqual<SOOrderStatus.open>               .And<SOOrder.orderType.

Hi everyone,I’m a Product Manager at Cavallo, where we’ve been serving product-led distribution businesses for over 20 years primarily in the Microsoft ERP ecosystem. As we look to expand our reach and better support Acumatica users, I’m connecting with distributors to better understand where current gaps still exist in your systems and processes—even with a modern ERP in place.Whether it’s quoting, order processing, fulfillment, pricing strategies, or customer service workflows, I’m interested in learning: What’s still being handled manually? Are there parts of your operation that feel disconnected or siloed? Do you rely heavily on spreadsheets or tribal knowledge to get through the day? Are you using workarounds or custom scripts to make things work? I’d love to hear directly from folks who are in the trenches every day—what’s slowing you down, where you feel friction, or what’s on your wishlist for process improvement.The goal isn’t to pitch anything, just to open up an honest

Anyone else have issues with autonumbering of duplicate lot/serial’s within the same class?  It seems the system sometimes doesn’t verify that the lot/serial is already used.  It’s infrequent but happens when we have production lines running at higher speeds, there for creating larger number of move transactions.   It is apparent it’s not the intent of the system, but wondering if others are seeing the issue 

Hi,I have created a two-step transfer for a single item with a quantity of 100 kg and subsequently generated a receipt to receive the items. However, in this scenario, the item absorbs moisture, resulting in a received quantity greater than 100 kg. When attempting to enter the actual received quantity, the system displays an error, since the entered quantity exceeds the in-transit quantity, and does not allow the transaction to be saved.Could you please advise if there is any method or configuration in Acumatica that would allow receiving more than the in-transit quantity under such circumstances?Thanks,Nadeeka

Can we create a pre-PO landed cost estimation process in Acumatica? Or is there something already available?We would need to be able to create a non-committal quotation or costing record not tied to a PO: Input supplier quotes (SKU-level or container-level). Add estimated freight, duty, and other costs. Calculate landed cost per item or shipment. Show final estimated unit cost before PO creation. Integrate with master stock list, vendors, currency and exchange rate. Convert to PO if approved.

When creating the kit assembly, the location assigned to the component lines is based on FIFO quantities. How come the lot number doesn’t auto-assign based on this same logic?

For the PO Error: The line cannot be deleted because one or multiple prepayment requests have been generated for this order. To proceed, delete prepayment requests first. I have tested out a few things of voiding the prepayment and removing the item on the prepayment, but is it possible to delete a PO Line with a Voided Prepayment attached? I cannot seem to have any luck. Thanks,RJ 

Looking for documentation to set up kits with options.Can kits be nested together?  We would like to be able to print quotes with the Kit number with the Options listed. Also has anyone been able to use the rules as well. Thanks,  

When an account has a document discount and we add a nonstock processing fee line to the sales order, the document discount percent changes.   It is taking what the document discount amount was prior to nonstock item being added and changing the document discount percentage.  Is there a fix for this?

We were wondering if anyone has ever had any experience with automating sales order processing in some fashion. We have a certain order type - EQ - which is a Quote document - that our sales team sends in to the Acumatica system. Whenever this order type enters the system, we would Acumatica to automatically “REMOVE HOLD” and then subsequently “EMAIL QUOTE”. Any ideas?