Distribution

I am trying to create process for users here to use Activity Tasks for order/quote follow up.  I keep getting an error stating  Custom Week cannot be found. Custom Week's must be generated with date greater than 4/24/2025.  What am I doing wrong? 

We have an issue where we will receive more of an item than what’s on the PO, however we don’t want our receiving team to be able add that to the receipt.Is there a way to prevent adding items or QTY that’s not on the PO? 

We have some inventory that was in  A warehouse prior to the split and was transferred to B. However, that inventory was already physically transferred to Z company and should be in the XYZ company.  On the finance side, the value of this inventory was already paid for Z Company. What is the best way in Acumatica to transfer this inventory back?

I received the error message, “Another process has added the 'AR Invoice' record. " Please help and support me.

acu-connect Edition Days: Distribution If you use or support Acumatica for distribution processes, you know that distribution companies have unique needs when it comes to finance and operations.Join us along with Acumatica Product Manager Kelly Squizzero for this presentation geared specifically toward Acumatica customers and VARs who work with the Distribution Edition to learn about add-on solutions to address the common challenges distribution businesses face and how they can help you extend the power of Acumatica.We'll also hear from acu-connect sponsors who have solutions geared toward the Distribution industry, including:Rockton Pricing Management EBizCharge Acumatica payment processing CIMcloud B2B-First e-commerce Cavallo Profit Max Platform Cedar Bay barcode scanning and labellingIf you use or support the Distribution Edition, don't miss this opportunity to learn about add-on solutions to enhance Acumatica! Date:  May 22, 2025Time:  1:00p to 2:00p ETRegistration

I am currently experiencing an issue when attempting to create invoices in the system. The process is being blocked with the following error message: "Invoice Nbr cannot be empty."Could you please advise on the cause of this issue and guide me on how to resolve it?Thank you very much for your support and helping.

Hello all,I have been trying to add medium & flat rate shipping methods in ship via codes, but they arent appearing in the list. The integration with stamps.com and acumatica shows successful, but not able to see medium & flat rate. 

I config inventory replenishment setup inventory planning warehouse detail when I go prepare replenishment screen I don’t see that item in the the warehouse config for replenishment but if select the others warehouses are not in inventory planning, I can see it like this  So please help what am wrong in configuration

Hello Everyone, Acumatica is currently evaluating a native integration with Amazon Vendor Central, and we are seeking insights from customers who are already trading on the platform.If you are currently working with Amazon Vendor Central, we would love to hear from you! Your insights will be help in shaping this integration to better align with your business needs.Please feel free to comment on this post or reach out to me directly via email at karthik.gajendran@acumatica.com.Looking forward to connecting with you soon! Thank you

Hi AllIs there any workflow in Acumatica to have multiple requsitions from the same vendor be added to one purchase order?ThanksAmit 

Looking for some help understanding why when doing a Kit Disassembly some items do not automatically show a cost in them?  Cost appears when the Kit is Assembled, but when doing the Disassembly some of the kit components show a cost and some don’t. All stock items show costs in the Stock Items > Price/Cost tab so I’m having a hard time understanding what I need to fix to resolve this issue. Thanks in advance! 

In many industries (automotive,...) produced parts sent out in reusable bins and / or pallets. These reusable bins must be tracked, and ultimately, you need to know how many reusable items each customer still possesses in order to reclaim them if necessary. How do you deal with these requirements?

Hi,Is there a way we can generate Inventory Balance report for a sepcific date.As an example,  I want to see the inventory available balances as per the date of 5th April 2025. How can we fullfil this requirement?Thanks!

When trying to confirm a shipment I get the error: “Carrier Service returned error. FEDEX: FORBIDDEN.ERROR We could not authorize your credentials. Please check your permissions and try again.” The carrier page for FedEx says the connection is successful, so I’m at a loss of what the issue could be. The Error 

I’ve scoured this forum and can’t find any suggestions, so I’m hoping someone can offer suggestions. We are 2 years into Acumatica and still struggle to find very simple reporting that was readily available in QuickBooks.We are filing personal property taxes and need a snapshot of the quantity of items in inventory as of 1/1/25 AND the valuation of that inventory. Is there something like that already built out in Acumatica? It doesn’t seem like a huge ask, and I’m sure we are not the only company who would need this kind of data, but I can’t find it. Inventory Balance - gives me a current count of thousands of inventory items, no total count, no valuation, no way to filter by date Historical Inventory Balance - allows me to pick a MONTH, not a specific date; no total count, no valuation Inventory Valuation - gives me a total quantity and total cost, however I can’t backdate it at all  Historical Inventory Valuation – if I tell it to pull 01-2025, that doesn’t necessarily give me data f

On the Inventory Transaction History screen, there is a handy button to ‘Include landed cost in unit cost’. Interestingly, this also updates the impact of any PPV cost adjustments on the receipt.Without PPV (original PR price) & with PPV (after PPV revalued)Is there any easy method to retrieve this additional cost layer information through a GI, so we can push it through an import scenario? Specifically, we need to update the Last Cost of specific valued items so that it reflects the actual receipt cost with PPV revaluation included. Otherwise, our cost rolls are taking the incorrect last cost sans-PPV revaluation.

Hello all,We are running into a potential bug with the PaceJet carrier integration. We recently updated to 24R2 in an attempt to have the following workflow without customization:Create a Sales Order with PaceJet as the Carrier for shipping.  Create a Shipment for the Sales Order from the Process Orders screen. Use the Pick, Pack and Ship screen to handle picking and, once completed, confirm the shipment. Pack the shipment in PaceJet manually. Update the Acumatica Shipment from the Process Shipments screen.The issue we encounter is that PaceJet does not receive shipment information unless a shipment has at least one package added to it before shipment confirmation in Acumatica. We have the Carrier configured with the Usage Scenario of ‘Manual Packing and Shipping in Pacejet’, which appears to mean that all packing will be done in PaceJet so the Acumatica shipment will receive all of the box information externally. Yet when a shipment without any packages is confirmed, the PaceJet Statu

We recently had a vendor change how they were selling some of their material and we wanted to update the Conversion Factor on the Stock Item to match the changes. Currently the material is on several orders and it errors saying “The unit conversion cannot be modified because it is currently in use in the following document -***”. Is there a way around this without having to remove the material from all the Purchase and Sales orders or some way to make it apply going forward or is removal the only way?

I’m looking for a solution how to scan POD documents in bulk (300 pages at a time) and the system should store them in the proper SO within Acumatica (identifying the proper order number from the document bar code) and then email them together as page two when creating and sending invoices to our customers, we don't want to use a mobile app for signatures, we hand a piece of paper to the driver for every delivery and when they return the signed document we want to have them in the system and use it to email it together with the invoice as proof of receiving the goods, any idea how to accomplish this would be very helpful, do to the volume scanning and dragging each document wont be an option, Thank you.

Hello everyone,As part of customization, we are trying to allow creating a Payment for a Sales order which is in pending approval status.Standard Acumatica has a restriction here to avoid Payment creation in this case, to remove the restriction for the Pending Approval status, we tried to override the Restrctor attribute as below, which is not helpful, and we don’t see this restriction, anywhere else in the code. Tried Modifying  the PXRestrictor attribute  remove SOOrderStatus.pendingApproval , which didn’t help. As a next step, tried with Override the AdjdOrderNbr Selector without PXRestrictor still giving same error, and unable to create the Payment. Steps to verify this:• Create a Sales Order, and ensure Order status is Pending approval•  Navigate to Payments and Applications screen, try to create a new Payment with the same customer used in the Sales Order, and then try to add the select the Sales order from the Sales Orders tab• Tab out here, or saving the record pops out the err

I am getting the below error while converting Purchase to Fixed Asset.“Both Debit and Credit parts of transaction are not zero. Exiting with error.”

Hello everyone,I have been trying to setup a restriction for an inventory item by branch, meaning that when a user has branch A selected during Sales Order creation, he is able to add the item to the SO, however if the user has branch B selected, the item is not shown for selection. This item is only manufactured in branch A and shipped directly to customers. The restriction is needed because we have users that enter orders to branches A and B.I have tried to do this with restriction groups, but only managed to do this with users + inventory item, which is not the case because the user that has access to the item can still include it in the SO when he is in branch B, AKA the wrong branch.Is there another way to do this that I am not seeing?Thanks,Clauber

At least in the way we’re currently configured (on 23R1) we have the ability to receive a purchase order into an alternate warehouse; the PO Line could be written for Warehouse TX, while the item can be received into warehouse AZ.We do a number of virtual warehouses for a few reasons, but the biggest is to keep costs from potentially intermingling.  I have warehouses TX1 and TX2, and if we get a good deal for a specific customer job, we’ll purchase and receive the material for that customer into TX2, while the regular inventory is purchased and received into TX1.We have a problem with a warehouse getting complacent, not checking where the material should be received, and receiving everything into TX1 even if the PO is written for TX2.  We can transfer it back out, but it impacts average cost of those items in TX1 that we have to adjust for as well.  It would be easier if there were a setting that said that purchase receipts could only be done for PO lines for the same warehouse.

 I ran a test and updated a stock item price using the Vendor Price Worksheet. I added a pending price of $13.76 for the item, but it didn’t update the cost on the stock item or reflect the new price in the Vendor Last Price field either.I also created a purchase order and added the item, but it still pulled the old price. I'm wondering—where does the system update the cost for this item?