Distribution

Maybe I'm missing it, but would like the ability to have sales order invoices sales post to an acct and/or sub specified on the project.  In this situation, customer location may get serviced by different company locations (subaccounts) and would like the revenue to be credited to these locations/subaccounts.  I know in Posting Class Acumatica added options to pull acct/sub from Project but this is not available in Sales Order Types. Thoughts anyone?

if I have a large shipment, can we partially pull it, confirm out what was pulled, then resume pulling?sometimes we get shipments that are 100+ lines, takes multiple carts/pallets to pull and sometimes multiple days.  it would be helpful, if once the order cart was full, we could confirm out that portion, and then resume pulling. similar, if the order puller calls out the following day without finishing their shipment, I would like to confirm what they pulled and assign the remaining lines to someone else.currently are work around, is requiring orders to be limited to 30 lines. this causes more work when we are wanting to automate replenishment orders. someone has to manually go into the order and separate it into multiple orders.

How can, I prepare a GI showing Item, Qty Sold, Qty on Hand, and days of stock in Acumatica ERP

Client has a Physical Inventory Type with Generation Method = By Inventory, and Select Method = List Of Items. When the PI is in Data Entering Status, they are not able to count new Items that were not in the original List of Items due to warning “Combination of selected Inventory Item and Warehouse Location is not allowed for this Physical Count.”Is there a way to count new Items or is this is how this PI Type is supposed to work?Thanks

I have setup an email account for sending from Acumatica. When I send an email, for example using the email form attached to the Sales Order print feature, the email is not sent immediately. If I go to Send and Receive Email and “Process All”, it sends the email. What am I missing here in terms of setup, to get the system to send email as soon as the email is submitted to the system to be sent?

I’m hoping someone can help us with a workflow hang-up we’ve run into several times. We are a contractor supply store and often place custom orders for customers or drop ship and/or ship material from our location to a jobsite.When we custom order products, we pass the our vendor’s shipping cost along to the customer unless we can add it to one of our normal stocking orders.When we drop ship, we add the shipping expense to the Sales Order.When we ship from here, whether it’s using the UPS integration within Acumatica or LTL freight, we add that expense to the Sales Order. What is the recommended workflow from Acumatica or something that works for YOUR company for charging customers before the exact shipping amount is known? I see a “create pre-payment” button next to the “create payment” button, and when we create payments there are options for “authorize” and “capture.” My understanding of these 4 is as follows - “create pr

Hi, I have a report generated from the report generator. How do I add this new report to the Inventory menu group? Thanks,

We want to integrate the maps with Acumatica to display the order coordinates based on shipping addresses. Our goal is to sequence the orders according to the shortest route and visually represent them with numbered stops on the map. We would appreciate any insights on how to achieve this efficiently.

when creating a Purchase Order from a Sales Order, if the same item appears multiple times in the Sales Order, it gets consolidated into a single line in the PO with the total quantity.We need to retain the multiple lines in the PO exactly as they appear in the Sales Order rather than consolidating them. Is there a way to configure the system to maintain the original line structure when generating the PO?Looking forward to your guidance on this.

I’m curious to learn how other clients are using the system to communicate the freight amount to the Receiving department.  Here is the use case:The Purchasing team creates a PO and sends to the vendor.  The goods on the PO will ship via Collect with one of our own freight carriers, so the supply vendor will not invoice us the freight.  The purchasing team knows the amount of freight for this order.  We’re trying to figure out how to communicate the freight amount within the system so that when our Receiving department receives the order, they know how much to process the Landed Cost transaction for.  Currently, we’re listing a non-stock FREIGHT item on the PO so that it transfers to the Receipt document.  However, this causes issues to the Accounting team because it creates a receipt accrual for the non-stock FREIGHT item for a vendor that will not be billing us the freight.  Thanks for any feedback you can provide!

We are running 2023R2.  We setup Inventory Item Access restriction so that certain stock and non-stock items are restricted to certain users (mainly along branch lines).  While the users can only see the items they are allowed on the main Inventory Stock/Non-Stock items GI screen, it appears that they see ALL items when they are trying to pick items in Project Quotes (Estimation tab) or Project Cost Budget (and perhaps in other areas).  Does any one know if this is a known issues or is there something we are not doing right?  Thanks in advance for your help.

Is this possible ?There is a sales order from the customer and the client want to automatically create a requisition which they can then use to manage bidding and raise a PO ? ThanksJames 

How can I fix the issue where a 2-step transfer purchase receipt document still shows the quantity in the "Transfer" stage even after the purchase receipt has been released?I checked the transfer document, and it shows the receipt quantity as zero, while the transfer quantity still has a value. The document is released.In the backend, the INItemPlan table has an entry for the lot/serial number(s) with PlanType 42.Additionally, the INTransitLine table contains an entry pointing to the transfer document related to the purchase receipt.I attempted to fix the issue by deleting the records from INItemPlan and INTransitLine tables and running "Recalculate Inventory," but this did not resolve the problem.How can I properly fix this issue?

We have occasional orders coming in from our eCommerce platform with addresses using foreign characters and erroring in Acumatica.  Is there a way to allow additional alphabet characters to be added to the allowed characters in Acumatica?

We upgraded to 2024R2 and we have 2 issues that need help to resolve:When we email quotes or SO it defaults to the account email and not the contact in the SO form? this is new in 2024R2 for us We have a message that pops up in the SO or invoices in the description field when saved or copied, the message is “keep”, can this be removed or what is the purpose?

Currently we are assessing inventory demand for purchasing qty or selling remaining inventory by demand from actual customers orders, kit assemblies, transfer orders.  For retailers that have not submitted an actual sales order within an expected period, but we are expecting them to order, we are currently using TR orders or fake SO to count their potential order qty.  However it is difficult to keep track of the fake TR/SO orders especially if the retailer does actually send the order in on time and we have had times where we duplicated the demand because the fake order and the legitimate order were present.  Idea to resolve this is to create SO type with but treat it as QT but reflects as hard demand.  But was curious if there was another way to do this other than making another order type. As a quick context point before demand planning and MRP suggestions, the products we carry are almost always one time purchases, there is no restock, so this makes it important th

Summit 2025 RecapThank you for your interest and participation in the Acumatica 2025 Summit. Everybody left Las Vegas invigorated and excited to help us build the future of business together!Link to keynote recordings (sign up required): https://summit.acumatica.com/Summit 2025 Breakout Session Presentations - DistributionAttached are PDF versions of the PPT presentations from our breakout sessions.

Hi,Something happened to attributes in Reports and GIs. They should be displaying the value in the stock item But they are showing the ID in Report designer and GIs

What is the purpose of having certification file in the Carrier.  

Hello:Do you have idea how Can I do a transfer 2 steps with Scanner?Best regards

Hi, When using the Create PO process to create drop ship purchase orders from Sales orders that are Marked for PO what is the logic for selecting the Supplier location. Item Warehouse replenishment is configured with a “Drop-shipment” replenishment source and an Override Supplier and Override Supplier Location, but the Supplier location is not always correctly used. The supplier location can be changed in the create process but we need to automate the process. 

We have a number of products that customers order that are 1 product, but have to ship it in multiple boxes.  I am being told that the quantity reported on ASN won’t be correct (ie. customer orders one quantity of an item but then the shipment will have 1item in one box and 1 item in another box, that will show quantity of 2.  The solution I am told is to send ASN (856) through the fulfillment portal of SPS Commerce since there is not solution in Acumatica currently.THIS SEEMS SO RIDICULOUS.  Anyone else experiencing this or have a solution?

Our company has Non-Stock items that are services contracted by a Vendor. This contracted work has nothing to do with Production Order. These services are put on Sales Orders.The desired result would be for these Non-Stock Items to be put on Sales Orders, automatically set “Dflt Mark For” to be set to “True”. However,  it appears this Default only applies to Production Orders.Does anyone know if there is a way to have Non-Stock Items “Dflt Mark For” Drop-Ship or Purchase To Order on Sales Orders/Service Orders  

Hello community,Hope someone can shed some light the the this issue that I am having.Trying to set the ‘Create Bill’ field to read only on the Purchase Receipt form, through the Access Rights by Screen form.However,  our attempts to change the access rights to from ‘Inherit’ to ‘View Only’ does not take effect as on saving it.  The higher level access rights setting, which is inherited by the ‘Create Bill’ object, is set to ‘Delete’. 

Is it possible to configure a user to block the release button in transfer process?