Distribution

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?  

We have stock items that are now discontinued, but we still have inventory in our other warehouses. Is is possible to prevent sales in one warehouse but still allow in another? 

When using the Receive and Put Away screen is it possible that when you scan a barcode of an item it will default to the qty on the PO. Then if the order was not filled the user could set the qty to actual received. I feel that it's an extra step to set the qty every time or scan each barcode. It would be nice if this was a setting that could be turned on or off. 

Phocas is an Integration Partner with Acumatica.Using Odata - GI and DACs to retrieve dataincrementally based on date last modified.I have a customer who has changed the InventoryID of an ItemI see that the related Sales invoices also reflect this change. (not sure if this occurs due to a trigger or if the transactions actually map to a hidden Key (other than InventoryID)Unfortunately since the transactional Sales data is load incrementally into Phocos it still contains the old InventoryID. Causing problems.The mitigation for us is to FULLY re load Transaction history but this is not ideal as it increases the server load and time to fetch information.I wonder if there is a non volitile hidden Key for Inventory that I could use Instead of a volotile (renamable) field InventoryID appears to be.Is there a way i can track inventory ID changes to handle the scenario of updating the Historical Transactions we store in Phocas   

We have a few clients who are looking for a more Robust RFQ solution than the standard Acumatica process can provide right now. The biggest issues they are facing is the volume of parts that they are trying to quote, from a variety of suppliers. To manually go through and select the RFT winner on these items is extremely difficult and time consuming. Is there anyone out there using a different solution?  We are evaluating SourceDay, but were hoping there might be a few other options out there!

Hi All, We moved to 24R2. When we search an item (first snippet) nothing is returned and need to use the magnify glass - but in the old version 23R1 we would get results to choose from (2nd Snippet). Anyone see this before and how to resolve it?  

We have an item that is allocated. It is the last qty that is in stock:It is allocated to this shipment from this location:But, when we go to pick the item, we get this error. Our lot class issue method is user-enterable, so we scan the lot number when we pick the item. This is happening repeatedly. Since we are in Pick Pack Ship, we are stuck with leaving the item on back order if we want to get the order out same day, even though all our ducks seem to be in a row. Sorry about the size of the image.  

I am trying to release a stock adjustment after stock take and get the following error. There are no details at all in the Trace. Has anyone got any ideas or seen this before?Many thanks

We create kits that have multiple stock items, all of which can be substituted. I know about adding related items to the stock items, but I cannot use that function because each of the components of the kit are also sold individually and the items we might substitute for in the kit we would never substitute for on individual stock item sales.I have a different, laborious solution (allowing component variances and listing ALL possible items, including subs, in the kit components and then adjusting the amount used to 0 for any not being used in assembly), but, I’m also trying to figure out how to use the Substitution tab in the Kit Specifications. It seems like you should be able to identify substitutions here, but I can’t figure out how to make it work and I can’t find any published information on it. Does anyone know how this tab functions?I’m including a screenshot of what it looks like. In this kit I have a stock item, Bergamot, where I’ve added a substitute of Panorama Bee Balm on t