Distribution

I dont believe this is possible but going to ask. Can you allocate an items quantity on a sales order to a location (like how the Shipment does it when it is created). I know you can allocate it to a warehouse. The Location field exists on the Line Details tab of the Sales Order but it is not editable.

Hello,  Is there a way to restrict sales order type to a certain type? For example, we want a project manager to only be able to submit sales orders that are type ‘PJ’. Is there a good way to do this? Thanks!Brent

We have several items where we stock in 2 or 3 Box Qty Sizes.For example item 1. is available in Box10 and Box18.We have three thousand product lines so don’t really want to add in new descriptions.How can I manage the sales team to sell the two sizes so we clear the suppliers stock.And secondly but related, one warehouse we don’t want to break Pack Sizes but sell in full pallets or Large case sizes of Case1000. How do we (Against the same stock item) manage the sales team that if they select that warehouse to ship from that it is only available in the 1 bulk Case Size.?

Does anyone know of a way to manage sales tax in a multi company scenario?  Scenario:  Shared customers (customer 123 is used by both company A and B).  Company A sells item Z to the customer - not taxable, Company B sells item Z to the same customer - it is taxable.I've considered having multiple locations... ie: Customer would have same location, listed twice with an indicator that one location is for company A to use and the other for company B to use.  But this redundancy seems like lots of opportunity for user error. Thanks!

I have Purchase orders where we have prepaid the invoice with the freight.  I had to add the freight as a line item, in order to make the prepayment match what the PO.  But on the SO I do not have it as a line item as I want it to show up in the freight at the bottom, not as a separate line item.   Now that I have prepaid the PO it will not let me receive the PO, and it has a status of Awaiting Link.  How do I complete the PO so that I can invoice the customer, since the SO will not let me invoice because the items have not been received.  I think this should be a high priority for Accumatica to fix as one of their upgrades as it does not operate properly.  The freight costs should always have it’s own field for cost and sell so that it is easily tracked through accounting.  I do not know why a freight cost field was not added to the shipping tab on the Purchase order in the first place.  If someone knows of a way for me to be able to get these items processed in our system.

Vendor charges Freight for Drop Ship on PO.Auto shipment created for drop ship receipt on sales order:Sales order gets completed upon auto receipt and no opportunity to charge back freight to customer on sales order:Freight can be added manually to Sales Invoice before release but the freight charge backs can be missed which happens most of the time.Any way to have freight populate on the Sales Order upon release of receipt?

Hi everyone,If you’re headed to Acumatica Summit 2025, we’re hosting an Ask the Experts session for the Distribution edition.  If you would like to submit your questions ahead of time, you can do so by posting them here:https://forms.office.com/r/AXBfc5E1YTYou’ll also be able to ask your questions live.Kelly and Dana will be facilitating the session this year and we look forward to meeting you in person!-Dana 

Is there a stock report/GI that will show me past due POs? I’d like to be able to look at all POs for a given vendor and see who delivered late against their promise date. This will be helpful for supplier reviews. I’m less worried about what is late TODAY and more worried about looking at performance over a time period. As Always, my thanks to the community! -Jordan

When cycle counting, we were under the impression that there was an option to create a physical inventory type that would include all items in a location every time even if they are newly created item.

We have a customer that is fast approaching 9999 on their auto incremental value numbering?  I would like to know what happens in Acumatica when this happens.  Does auto numbering stop? Does it continue counting?  We want to have a plan in place if needed?  

Just as in Advanced manufacturing and for the same reasons, it would be useful to create a Kit Assembly from a Sales Order.  i.e. Mark for Kit.

Hi EveryoneI am currently facing a scenario where the same lot number is being received across multiple purchase receipts for the items. We need to implement validation to ensure that duplicate lot/serial numbers are not entered in multiple receipts, while still allowing the same lot number to be received in different receipts.Could you kindly clarify if there are any existing validation configurations or methods in the system to prevent duplicate lot/serial entries in Purchase Receipts? Additionally, I would appreciate any guidance on how to handle this scenario effectively. 

I am hoping someone can suggest something for this rounding issue in PO Receipting. POs are normally in Purchasing Units, but Drop Shipment POs created from Sales Orders are in Selling unit for some reason.  So create a PO with UOM of EACH and Qty 2 for an item set up like this. Then create the PO Receipt from the PO. The receipt qty is correct by there is a decimal open qty calculated. You have to do a second PO Receipt for the remainder. Is this really necessary? Even if you increase company qty decimals you will get the same problem in the last percentile.   

Sales Order - > Create Purchase OrderIn the Create Purchase Order screen , click ‘Process ALL’Error: Inserting 'Purchase Order' record raised at least one error. Please review the errors.Error: 'Owner' cannot be empty.       at PX.Data.PXUIFieldAttribute.CommandPreparing(PXCache sender, PXCommandPreparingEventArgs e)   at PX.Data.PXCache.AttributeHandlersSquasher`1.<>c__DisplayClass2_0`1.<To>b__0(PXCache cache, TArgs args)   at PX.Data.PXCache.OnCommandPreparing(String name, Object row, Object value, PXDBOperation operation, Type table, FieldDescription& description)   at PX.Data.PXCache`1.PersistInserted(Object row, Boolean bypassInterceptor)   at PX.Data.PXCache`1.Persist(PXDBOperation operation)   at PX.Data.PX

After upgrading to 24R1, it seems that the Total Cost field was removed in 24R1.  What was the reason?  Is this an oversight or is there some other way to get this information? 

Can a sales order has multiple lines of document discounts? Acumatica only allows one line of document level discounts. There is a requirement from my client to enter two lines of document discounts. How can this be handled in Acumatica? Is there a workaround to cater the above requirement. 

Hey folks,Looking to get some information for our Data Warehouse and came across a funky little calculation discrepancy that we can’t seem to figure out.  If you look at the SO Totals page in this example and you read the documentation it doesn’t seem that Unbilled Balance and Unshipped Amount are correct.   And can’t really figure out how these are calculated…   Also not sure how Order Level Discounts are factored in here, but any insight would be helpful.  We are trying to siphon out the unbilled/unshipped amounts for reporting and they do not match the SO values… 

Is anyone else using the True Commerce EDI solution with Acumatica 23 R1?  Our integration is being logged off constantly...sometimes once per day, sometimes once or more per week.  So far, no real solution from Acumatica support.  True Commerce support says this is not an issue on their side.  Any insight is appreciated.Thank you.

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.  

Hi, We have a large number of Warehouse locations (over 500) and at present we are having to manually Transfer Receipt Transfer Orders into those warehouses.  Is there a way of completing these Transfer Receipts in bulk (same as Confirm Shipment) or an automated process that can be scheduled? Thanks in advance, Ben

How to get production URL end points?  The documentation leads us to UPS developer site.  I have spent an hour trying to figure out where to find the URL Endpoints.  Can someone please help!  Thank you

Hi,In one of customer’s environment I do not see the line level discounts in the sales order document summery area. But all other , and Local environments shows the Line discounts at the document summery area. Is there any place that I can enable it? Thanks,Dulanjana

Hi Acumatica community members, In one of my customers environment , I have created a sales order for a customer .In the customers screen I have defined the shipping rule as ‘Back Order Allowed’. In the sales order screen when creating a new sales order for this customer , the shipping rule in the sale order shows as ‘Back Order Allowed’ which is the expected behaviour.Then I created a shipment for this sales order for partial quantities , and confirmed the shipment . The sales order status shows as ‘Back Order’ which is the expected behaviour but the Shipping rule in the shipping tab  of the sales order and also the detail tab shows as ‘Ship Complete’ which is not the expected outcome. This should be ‘ Back Order Allowed’.I tested this in the default local instance , the behavious is the shipping rule kept ‘Back Order Allowed’ when the sales order is in the ‘back order’ state.In other words , I could not replicate the issue in m

Hello all,I have been trying to setup integration between Stamps.com & Acumatica but upon testing the connection it shows the following:How to resolve this?Update:Found the below info on Stamps.com website:I tried to test the connection using the Staging Endpoint URL as highlighted above, but now it displays “Authentication failed” error message. I also found out that i needed to register for a developer account. So just waiting to get it started and again test the connection.

we are trying to do our physical inventory count for year end.  we have about 9 count that when we try to complete we get the error “Unable to create adjustment for line ‘121’ Insufficient Qty. on hand for item ‘1234’’ in warehouse’  this warehouse hosts all our truck, so each truck is a location and all have the same part numbers.  i understand that as a whole based on the book qty the adjustment will cause the that item to go in the negative.  The solution would be to update one of the other trucks with this sku that would make this sku go positive first.  The problem is that we don’t know what truck that would be, and if we did, we get the same error with a different sku. it there for becomes one big circle with the same error. My only thought now is to make an one big adjustment dated before year end to every truck by adding 1 item of every sku to each truck, then update the physical inventory count to hopefully bring the inventory back in line. Any s