Distribution

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

Hello,We are new to Acumatica, and we are using Replenishing for our purchases. We ran into an issue, and it looks like it does not take into consideration UOM or conversion factor. For example, it asks us to order 20 each of a part or product, and we enter a PO for one case. It still asks us to order 19 more even though the conversion factor is already defined on the item profile to 1 case = 20 each. We cannot enter a PO for 20 each because our supplier does not sell it by each.In addition to that, it does not round the UOM. For example, if it asks us to order 30 each of a part and the conversion factor is 1 case = 20 each, it creates a PO for 1.5 cases. It does not round it to 2 cases. Is there any option or field in ACUMA to fix it?

Good day,I am looking for some advice and directions or suggest on how to automate the updating the Item last cost with the tariff %.  It is important the salesperson realize that the cost of the item now includes a tariff amount/percent that needs to be included in the sales quotes pricing to customers.Any thoughts or questions.  The company management is discussing it.  The current environment seems to expect this not to change any time soon;  we order from Canada, and China mostly.  Our vendors are starting to pass on the tariff on the purchase order/freight, etc.Logic.Add a checkbox on the stock item profile to identify the specific items. ( We will need to identify the specific Canadian items or other countries.) Write the script to update the last cost with the tariff percentage after it the product is received into inventory. (Last cost is updated after each purchase order/purchase receipt is released) The script updates the last cost plus the 25 percent tariff. (Temporary chang

Hi Acumatica,Is there a way to restrict the order type per user or the default order type per user? Thank you!

Hi Everyone,In a Single Tenant Multi Company Environment, I’m trying to create a row-level security for item restrictions based on the item classes. Wherein company A will have visibility to all other item classes and related items and Company X will have access only to the X item class and items created for through the same class. Based on row level security set up in Inventory Item Access form (Referred document:  https://help.acumatica.com/(W(330))/Wiki/ShowWiki.aspx?pageid=09c9c94d-1707-4e24-bb2c-29343e18864f) I was successfully able to restrict the item visibility for the companies as shown below. However when creating orders i can still see all other items in the tenant.Have I missed any steps during configurations? or otherwise, how can I ensure that the user will only be able to select from the list of items restricted to the user? Thank you in advance!

Hi Acumatica Support,Is there a way to tag a limitation of Warehouse Capacity?For example, Warehouse A is limited to 100 KG     When in Warehouse A, Item 1 has 50 KG                                          has Item 2 with 40 KG      When we receive an additional 30 KG for Item 3, the system will warn that this item will exceed capacity.Thank you!  

I want to map workgroup from company tree with customer directly. In employee we can map to company tree workgroup but customer module cannot find where to map workgroup. Can we make or not ?Because I want to configure approval in sales orders I see this  

We recently learned about the “Automatic Packaging” feature in Acumatica.  We want to learn about it before we implement it.  We would greatly appreciate any suggestions about where we can learn about Automatica Packaging and the ways it can be set up and configured. We are on 2024 R2 and will be moving to 2025 R1 soon. 

Hello!I’m creating Purchase Orders based on a Sales Order, and in some scenarios, I’m purchasing goods from only one Vendor. Is there any way that I can select the same Vendor for multiple lines in Create Purchase Orders form or enter the Vendor I’m selecting on the Sales Order form itself than selecting the Vendor manually for each line separately. Best Regards  

On purchase receipt Release getting this error Version is 24R2Its working fine in local getting error on sandbox Note: Its not a space issue in database already check that #region UsrLocation// Acuminator disable once PX1023 MultipleTypeAttributesOnProperty [Justification][PXDBInt()][PXUIField(DisplayName = "Location")][Location(typeof(usrWarehouse), DisplayName = "Location")]public virtual int? UsrLocation { get; set; }public abstract class usrLocation : PX.Data.BQL.BqlInt.Field<usrLocation> { }#endregion#region UsrWarehouse[PXDBInt()][PXUIField(DisplayName = "Warehouse")][PXDimensionSelector(SiteAttribute.DimensionName, typeof(INSite.siteID), typeof(INSite.siteCD), DescriptionField = typeof(INSite.descr))][PXRestrictor(typeof(Where<INSite.active, Equal<True>>), PX.Objects.IN.Messages.InactiveWarehouse, typeof(INSite.siteCD))][PXRestrictor(typeof(Where<INSite.branchID, Equal<Current<AccessInfo.branchID>>>), "You can only select warehouses from your

Hello! Have anyone created an Import Scenario to link Purchase Orders to Sales Orders in bulk. If so, can you please share.  Thank You!

Hi, Is there a way in Acumatica to look up pricing for a customer?As in the customer calls and asks how much is an Item and you can check? Without having to open a Sales order or Quote to do this?Something similar to the “Catalogue” in the portal but where you could select the Customer. Think writing a GI to do this would be over complex due to the different types of discount a customer could have  CheersAndy

I have a customer that needs to set up pricing per customer (which we can do).  This issue is that the vendor (manufacture) has established a specific customer price and a specific cost for the distributor.  How do I set up vendor contracts for the same item with different cost (not price) ExampleI am a distributor.  My vendor sets up contract pricing for my customer for Item A for $10.  Normal price is $12.  My new cost for this item for this customer is $5 when my normal cost is $6.  I may have several contracts with different customer prices (which effects what the distributor pays).  I need Vendor contract by item by end user.  Any ideas? 

When trying to confirm a shipment using integrated shipping with the option in Delivery Settings to “Use Customer’s Account” we get the following error:We only get this when the “using customer’s account” is on. Turning it off has the shipping confirm. What can be done to fix this issue?

On the Sales Order page. We want to be able to open a sales order, then once in that sales order, click on the locationand then add a new location. When the pop up window shows up, we don’t have the “+” sign to add a new location. I’ve spent a ton of time looking for the option to add it, and cannot find it. Can someone please show me the way? :)Thank You all! Have a great weekend!Brent

Hi Team,We're running into an error it I believe is related to the inter-branch mapping. See screen shot below. We are not able to transfer beer from BLBREW to BLREST. This is a critical process in our operation that needs to be rectified ASAP.

I am trying to add one custom field in Purchase receipt Line details dialogue 's split grid but that field is not visible on screenbelow is the dacpublic class TSPOReceiptLineSplitExt:PXCacheExtension<PX.Objects.PO.POReceiptLineSplit>{#region UsrTSLineKitNumber [PXDBString(100)][PXUIField(DisplayName = "KitNumber")]public virtual string UsrTSLineKitNumber { get; set; }public abstract class usrTSLineKitNumber : PX.Data.BQL.BqlString.Field<usrTSLineKitNumber> { } #endregion}  

Hi, I need some assistance on editing my Stock Item GI to track the # of FG that are currently allocated.I was able to add these in the image below but I can’t seem to get a table to work.