Distribution

The user would enter the serial number when it is received, but I want to limit the length and format of the number.

Getting this error while confirming the shipment.FEDEX: PACKAGINGTYPE.MISSING.OR.INVALID Packaging type missing or invalid. This looks like error dude to FedEx configuration.

Hello,I have a customer who is using DRP and Kit Assembly to plan out what needs to be assembled for Sales Orders that drop in each week. One example is the Kit Assembly pictured below:Even though this Kit Assembly has been created, DRP is not considering it in the Inventory Planning calculations. The customer is understandably concerned because they don’t want to create unneeded inventory by creating new Kit Assemblies every day, as Inventory Planning Display is suggesting:The Kit Assembly is On Hold, but that is taken care of in Inventory Planning Preferences:I have exhausted what I suspect could be the issue including the following:Kit Assembly and Distribution Requirements Planning are both enabled on the Enable/Disable Features (CS100000) form The Stock Item has the “Is a kit” box checked The Kit Specification is Active The General tab on the Stock Item has a Planning Method of DRP The Inventory Planning tab on the Stock Item has “Kit Assembly” as the Source The PACKAGING Warehous

I have a stock item in a warehosue that is dead. This item has a negative position, I just need it to go away, everything is under Account 1260. I thought I could just adjust in the missing inventory and dollars to get a net zero permission.The item has the following Account:  The posting class has the following Account:  I made the adjustment for the negative units and costing, but it’s going to account 1120, not 1260 as specified above. Is there another place overriding this account that I’m missing?Batch info below showing the erroneous 1120 post from the adjustment:   Thank you for helping me dig into this!!!!

Hello all,I have an SO created with non stock items, and I dont know how bt the invoice for the sales order got created automatically. It has the below status:The Shipments tab → Status: Auto generated.

Hi everyone,I have item1 at location A and B.A has 100 pcs. It is the primary location and where most orders are picked from.B has 1000 pcs. B is considered a overflow location, but sales are also allowed from this location.If I get a big order for 1000 of these pcs, could Acumatica just tell me to take 1000 pcs from B and 0 from A. What it wants to do now is take 100 from A and 900 from B. Then we would need to transfer the remaining 100 to A to maintain primary location stock.

Hi all,I have searched high and low for this but cant seem to find an answer.Is it possible for a direct vendor return without the item returning back into our warehouseHere is the scenarioCustomer orders item, item is fault, vendor says they will pick it up from the customer, I will credit the customer and the vendor will credit meIt appears to me that I can only create a customer return to bring it back into stock and then a purchase return to send it back to the vendor so the item does look like it was returned to my warehouse at some point when it was not

Does anyone else do floorplan with their vendors?  For those unfamiliar with the term, we purchase equipment inventory from our primary vendors, and we do not pay for the inventory until either the inventory sells, or the vendor financing expires.We have a working solution, but we’re hoping to find other companies that are also doing it to compare notes.

I’m currently upgrading to 21r2. I have a business need for a warehouse restocking report. This is different than a replenishment or purchasing report.My goal is to make it so a warehouse picker never arrives at an empty Default Issue From location because it’s already been refilled by restocker. FIFO must be factored, when applicable.Consider an example Inventory ID `12345` that is Lot Tracked with a FIFO issue method. This item is stored in 4 different locations within a single warehouse:Location IDs for `12345`:——————PRIMARYPICK — Default Issue From location (this is where we pick from)STORAGE1 — Lot #3 (newest inventory)STORAGE2 — Lot #2 (older inventory)STORAGE3 — Lot #1 (oldest inventory)I need a report (or generic inquiry) to tell my restockers to refill the PRIMARYPICK for `12345` *before* the inventory runs out. It needs to direct them to the correct Location ID that should be used for restocking the PRIMARYPICK. In the example above, this would be STORAGE3 because it’s the ol

Hello,We recently started using the Automation (Pick, Pack, and Ship) process in Acumatica. We’ve noticed that it automatically updates the inventory (Update IN) after the shipment is packed. At that point, the shipment record becomes locked, and we’re unable to make any changes if corrections are needed.Is there a setting in Acumatica to disable this automatic inventory update, or is this the system’s standard behavior once a shipment is processed through the automation workflow?Thank you in advance for your guidance. 

Hello,We use Pick, Pack, and Ship in our warehouse to process packages which ship via UPS.Recently we noticed the declared value on these packages is $0.0.Where does the system look for the value? (It would make sense for it to default from the MSRP field in the stock item.)I cannot find a setting/documentation that helps; Can’t imagine that the system expects it to be entered manually every time. Thanks for your help.

Hi Team,We are working with 24R1 and trying to increase User-Defined Fields length on Sales Order screen (please find attached screenshot below for reference).We increased the length to 4000 characters but here on Sales Order screen it is taking default length only.For verification we have written cache attached for Value field of CSAnswers DAC for InventoryItemMaint graph for Stock Items screen and there it is working as expected.But when we tried the same here for Sales Order screen, getting error like below: Can you suggest the best possible way to achieve this. Thank you in advance !

is there a way we can get Acumatica to give us a ‘Mark All for PO’ option on Sales Orders?this is so we don’t have to go line by line to mark for PO

Good day,Right now on the RM (Order Type), the Auto Create Checkbox is defaulted to TRUE (Checked).  Is their a preference to change the default to FALSE(Unchecked).  Users need to uncheck the box to process the RMA to bring the item back into inventory.  (We don’t send out replacement items using the RMA process.I appreciate any suggestion.Thank you@Evan G 

Hi All, I have a question regarding the inventory report: I checked on my Inventory Transaction Detail for Beginning and Ending Qty. Please refer to the first page on period August 2022 screenshot document below:The beginning balance is correct because I just created the stock item so the beginning balance is zero and the ending balance is also correct because I purchased 400 item in August 2022.However, when I changed the next period, instead of reflecting the ending quantity from last period, the beginning quantity begins with zero again. Thus, the ending quantity is minus. Please refer to the second first page on Period September 2022 screenshot document below:The beginning balance starts with zero again, resulting the ending qty balance become minus. When I checked the report, it reflected right quantity balance. Please advise how to fix the information regarding beginning and ending balances in Inventory Transaction Detail. Regards,Nadia

I have a purchase order with lines that are set to complete “By Amount”.  Min Receipt = 0%, Max Receipt = 102.5%, Complete on = 100%.I understand this to mean that any amount below and including 102.5% of the amount can be receipted, but once the amount of the receipt line = 100% of the amount on the PO line, the line should complete.Amount on PO line = Amount on Receipt line, so why would it not set the PO line to complete?  Am I missing something else here?

We moved from 23R1 to 24R2 and now missing the Terms of Sale box. It states in 24R2 we need to use Easy Post to get this box to populate, while currently we use Ship engine. In the Easy Post setup it requests the Terms of Sale. Has anyone used this and I'm questioning on the setup does the assigning it to the setup as shown below limit how it is used on the shipping screen - meaning you can select an option and is defaulted? I don't want to go through account setups for no reason. I considered just adding a custom UDF combo box to use instead and stay on Ship engine. Thoughts?    

Hi,When we send emails from the Sales Order (SO) screen, customers reply, but we don’t see those replies in All Emails → Incoming Mails, and nothing appears on the SO either.We’re not using a CRM license. Is it possible to receive and track replies without CRM?If yes, what setup is needed?Thanks!

Trying to trigger the “Extend as Customer” action for a business account via the rest api but am getting a 422 Unprocessable Entity. Not sure what I am doing wrong? Please help.In postman using ‘POST’ with the url: https://((CUSTOMER))/entity/Default/24.200.001/BusinessAccount/ConvertBusinessAccountToCustomerBody: {"entity": {"Type": { "value": "BAccount" },"BusinessAccountID": { "value": "000053" },"CustomerClass": { "value": "W RN BC" },"CustomerName": { "value": "Channeltestcustomer169" },"SalesAccount": { "value": "40000" },"ARAccount": { "value": "11000" }}}  

Hello - I am attempting to create Purchase Order Approval Routing by Project Task or Cost Code, however, when I choose those options on the ‘Purchase Order Line’, no Project Task IDs or Cost Codes will populate, despite us having those configured in the system.Am I missing a step here in order to get these to populate in the approval routing options?   

When releasing the Adjustment, an error will occur. InventoryID and Lot/Serial Nbr have already been received, This is standard Acumatica, How to found the issue? 

Hi all, We are currently into an issue where creating a Primary Contact does not update the Ship-to or Bill-to Info.I was expecting once a primary Contact is set-up that there is at least an option to bring in that Contact Info (even if Overwrite is selected):   I feel like I am missing something super trivial.Any ideas / thoughts?

Hello,I am trying to add another line to existing Source Restrictions on an Import Scenario. Upon click save getting the following message. The business event, automation schedule, import scenario is all turned off and no other processes are running that uses the same field or running. Any suggestions on how to resolve this? Thanks in advance.Error: Another process has added the 'SYImportCondition' record. Your changes will be lost.

Have a strange situation with shipping via UPS.  During rate shopping the rates show almost double during shipment but once the shipment is confirmed, the rate is reduced to the negotiated rate.  Has anyone experienced this before?  How can we get the negotiated rates to show up during rate shopping.  

Hello all,I have a carrier which has a sub section of Medium Flat rate box. As of now this sub section is getting calculated based on the box dimension & weight. How can I setup a fixed flat rate for this box?