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Distribution

Distribution

Inventory, Orders Management, Warehouse Operations

1,429 Topics
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mhensleytnFreshman I

asked in Distribution

Reason Codes: Need the Ability to Deactivate

Once a reason code is used in a transaction; it becomes a permanent record. Need the ability to deactivate reason codes; especially those used for special one time purpose.

1 month ago

mkideckelFreshman I

asked in Distribution

Signature required in pick pack and ship

Hi, Was wondering how you can select signature required for a shipment if you are using the “pick, pack and ship” functionality. Thanks in advance,Mitchell

1 year ago

NAthukorala47Jr Varsity III

asked in Distribution

Access Rights Update via Import Scenario

Hi, I have updated the Access right via Import scenario. It updated high level access security. Ex. We enabled Funds Transfers as view only, but, system allow us to do the reverse when i open the funds transfer form. Is there any possibility to restrict all the levels at once? Regards

6 months ago

bigilFreshman I

asked in Distribution

Option to View the Inventory Level of other Warehouses.

We have multiple companies with different warehouse. Users are restricted to their own companies/WH . But for the Stock Availability checking we should be able to View (Only View) how much stock is available in other warehouses. How to achieve this without creating separate User Name.

1 year ago

ltussing03Captain I

asked in Distribution

Current costs not being updated from PO receipts

Hello,We have a non-stock item.PO receipts is updating the “last vendor price” as expected.However, when we add this as material on a production order, it does not use this cost. It uses the cost from the price cost tab. Am I missing something. The expectation is that PO receipts will update costs on the non-stock items so when they are placed on the production order they have the proper cost from the PO receipt.Right now it appears that the costs have to be manually entered.Any guidance is appreciated.

5 months ago

TitileGamaJr Varsity II

asked in Distribution

Import scenario Processed via Business Event

Hi community. Please assist, I have. An import scenario that is triggered by a business event. The Business event completes but with an error for the import scenario. however, when i resume processing of the event from the BE History screen, it runs. Please assist , what am i missing.?

1 month ago

ray20Captain II

asked in Distribution

Minimum Charge/Automatically add up to a set amount

Hello, Is there a way to set an invoice minimum amount as $200?Note: If the amount is below $200, the system don’t forbid this invoice, the system will just automatically add the total up to $200. Currently, the user can manually add a non-stock line at the invoice to make the total no less than $200. Is there a way to make it in automation? I am thinking of the Freight calculation.

2 years ago

Nelson YipJr Varsity III

asked in Distribution

Top Selling Item

Hello,Is there a report to check to see the top selling items by month?

1 year ago

phillipmarottaFreshman I

asked in Distribution

Inventory Transfers - using a Via Location

Many times customers need to transfer from One Warehouse to another; however there is a time delay between the transfer. The 2 Step transfer will allow for a 2 step process; however the only visibility is in the “In Transit” columns. This data is usually challenging to see on majority of Screens and Reports. If the 2 step transfer allowed for a Via Warehouse, then the users can quickly use the standard screens to see the location of the inventory.

2 years ago

rosenjonSemi-Pro III

asked in Distribution

Inventory Item Search truncates description in 2021 R2

I added a bunch of items via the REST API to Stock Items. I then did an update on the description of those Stock Items (generally the description was longer than the original) also using the REST API. In the search for Stock Items, the items appear with the correct description. However in Inventory Item search launched from a Sales Order, when I search for these same items, the Description is truncated. Does anyone know why I am seeing this discrepancy? Is there something about the Inventory Stock Item search launched from a Sales Order that caches the description independent of the search available on the Stock Items screen?

2 years ago

ltussing03Captain I

asked in Distribution

Process Orders screen - Create Shipment - with serial numbers on the stock item being shipped

99.99% sure this is not do-able in standard Acumatica, but wanted to run it past the community.Stock items in inventory have a serial number.Would prefer to be able to create shipments via the Process Orders screen with the “create shipment” action.I’m not missing anything am I? You simply cannot do this as you need to manually ship and select the appropriate serial number from inventory to ship.Thanks!

9 months ago

aoberlanderFreshman I

asked in Distribution

Unlink PO from sales order after PO has been received.

How do I unlink this PO so that I can link a new PO to this sales order?

8 months ago

ckwiat46Jr Varsity II

asked in Distribution

Error in Process screen when attaching report to email

We have a requirement to attach custom report to email as an attachment. As per our requirement we created a process screen for this. Issue we are facing is, when we use below line of code we are getting “OBJECT REFERENCE ERRO”, can you please have a look at below sample code. public class ProcessReports : PXGraph<ProcessReports> { [InjectDependency] protected IReportLoaderService ReportLoader { get; private set; } [InjectDependency] protected IReportRenderer ReportRenderer { get; private set; } public PXCancel<DACName> Cancel; public PXProcessing<DACName, Where<DACName.DACName, Equal<OPR>>> QueueList; public ProcessReports() { QueueList.SetProcessDelegate(delegate (List<DACName> list) { SaveFile(list, true); }); } public static void SaveFile(List<DACName> list, bool aIsMassProcess) { new KWProcessWorkCente

11 months ago

jparvezFreshman I

asked in Distribution

nadia02Freshman I

asked in Distribution

An Error in Beginning Qty and Ending Qty - Inventory Transaction Details Report

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

2 months ago

dougmcbride79Varsity I

asked in Distribution

Help with Item Class Replenishment

We are using Item Replenishment now. And it works great. We want to add Item CLASS replenishment. We need help with understanding how Item CLASS replenishment works. For example,(1) in the Item CLASS settings tab, we do not see any MIN / MAX settings. Where are these MIN / MAX setting set? (2) how does Acumatica know which item in the Item CLASS to reorder? Does the system look to the ITEM replenishment to get the MIN / MAX amount to create the Item CLASS replenishment? Thank you fo your help.

8 months ago

NAWRESJr Varsity II

posted in Distribution

Integration scenario

Hello Everyone I don’t know if it’s possible but can we create an integration scenario to import an invoice (SO303000) to add a line (a stock item) and not update the total of the invoice Thank you :)

2 years ago

NathanKahnFreshman I

asked in Distribution

How to delete unsent customer documents

Hello, in this screenshot, how can I either delete these records or mark them as sent? That’s question #1. Question #2 is why are they there in the first place? We are emailing these, I can look at the Activities tab on the customer and see that it was sent. I do have “send user emails immediately” checked in Email Preferences. Is that causing it?Thanks.

6 months ago

annekseymourFreshman I

asked in Distribution

Orders not flowing - how do i import orders directly

We have a bunch of orders that are not flowing into Acumatica from our Shopify instance. Is there a way for me to import/upload an excel file with the inforamtion to create the order so we can track the sales?

1 year ago

ray20Captain II

asked in Distribution

Can we have a "Document status validation" function? causing some document got incorrect status by unknown reason.

Hello, After upgrading to 2020R2, build 203, we are suffering shipment status issue now and then.like below: Poorly, today we encounter another status issue on Sales order screen.1 Sales order says “shipping” status but no related shipment can be found. Why and how did this issue happen is unknown. Maybe it is a rare case. However, anytime, if this kind of issue happens, what can the user do ? The user has to wait the techical staff to fix in Database. In Acumatica we are already having “balance validation” and “inventory validation” functions. So can we also have a “status validation” function, then system can in some way correct some incorrect status documents.

2 years ago

lauraj46Captain II

asked in Distribution

Error releasing or deleting an invoice that is linked to a shipment with an inventory transaction

A user created a shipment with an incorrect quantity and prepared an invoice. The associated Shipment 000123 has a Confirmed status. When trying to correct the shipment the message is:Shipment already posted to inventory or invoiced for order SO 03697601, shipment cannot be reopened.The associated invoice has a Balanced status. My understanding is that we need release the invoice, then create a sale order Credit Memo to return the inventory, and finally create a new shipment. However when attempting to release the invoice the error is:The Status for 000123 Shipment cannot be updated The same error message appears when trying to delete the balanced invoice. It seems like there is some corruption or inconsistency in the data. We have also opened a ticket with support, but hoping maybe someone on this message board has seen this situation and can offer your wisdom.Any thoughts on how best to untangle it?

10 months ago

nshah90Freshman I

asked in Distribution

Vendor Item Catalog

is there a way to insert vendor catalog items into Acumatica without creating a stock item record but instead of catalog item that then converts into a stock item when sold or purchased? Thanks,Nirav Shah

1 year ago

brettd36Freshman I

asked in Distribution

How does PO approvals work on projects with multiple projects on the lines?

We have a client that does PO’s which contain expense lines for multiple Projects.If you have PO approvals setup by project who does the PO approval request go to?

1 year ago

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