Distribution

 when I try to create shipment on this order, I have the problem “Order RR RR26000144 does not contain any items planned for shipment on '12-Jun-2026 12:00:00 AM'.” It causes the problem only order RR.

 The PO exchange rate here is 1 USD = 59.75 PHP When trying to receive it, the Currency exchange rate becomes 0. I have tried to put an effective exchange rate, but to no avail. Please help. Thanks

Hi everyone,We order things from vendors sometimes direct from overseas or from domestic locations. An item could have different pricing based on where we are ordering it from. e.g. Overseas is $10 USD, Domestic stock from US is $15 USD…Is there a way to keep both sets of pricing for each item in the system without creating a separate vendor?Thank youJoseph

 GIDate MM/DD/YYExport ScenarioExport Scenario Date format is adding time. I want it in date in MM/DD/YYYY 

From my brief research and testing it would not appear that Acumatica allows for a workflow where Landed Costs can be entered and paid for prior to the purchase receipt. Has anyone figured out a way to accomplish this cleanly?  Like many companies, we are importing items from overseas and paying some significant landed costs in the form of freight and duties. We want to capture these costs and apply them to our item costs, but often we need to pay bills before items are received. Neither the freight companies or the brokers are interested in waiting for us to receive the inventory before they get paid and I imagine this is a very common scenario - is this a simple oversight in the Acumatica functionality? or have I missed something obvious?  Appreciate any insight others have in this area   

Hello, i am trying to adjust in a part, which is not set as serial tracking..when I adjust in as inventory count reason, it asked me for receipt nbr.. can someone shed some sort of light please?Thank you Zoey 

Is there a configuration or setting to force users to do a recount on the mobile device if they enter a value other than what is on-hand?Example steps:On hand inventory = 7 ea User enters 6 ea for the location Mobile device prompts that this value is incorrect and needs to be recounted After the second entry the user may continue with the count

Advanced Kitting Boost your sales with bundles!Acumatica’s Advanced Sales Order Kitting capability is designed to streamline and optimize your sales bundles. This feature improves visibility into non-stock kit components and inventory availability, and significantly boosts profitability by enabling better control over pricing and margins. It streamlines the order entry process, allowing customer service representatives to customize sales orders and packing lists, which leads to increased operational efficiency and a superior customer experience.  Additional highlights of this solution can be found below.Be a part of our Acumatica Labs Program to implement this innovative solution and help shape the future of sales order kitting! If you’re interested in participating, please complete this short qualification questionnaire.  This will allow us to consider you for the program. We will review your submission and get back to you within 5 business days to confirm your qualification. Improve 

We are trying to develop a more systematic physical inventory process and are looking for advice on best practices within Acumatica.We are currently using Acumatica 2025 R2 (Classic UI).Our challenge is that we do not want to lock the entire warehouse when performing a physical inventory. Ideally, we would like to count only specific Inventory IDs or locations at a time.I realize that Physical Inventory Types can be filtered by location, and the Prepare Physical Count process allows us to further filter by locations and inventory items when generating a count. However, with approximately 1,300 active Inventory IDs and 1,500 warehouse locations, it still feels like a very manual process to decide what should be counted and when.From what I have seen so far, setting up and managing Physical Inventories appears to be heavily manual. Am I missing something, or does Acumatica really lack the ability to generate and manage cycle counts in a more systematic way?This has led me to investigate

Hi, we have a set up of promotions by item class but need setup mixed promotions. Eg. Item Price Class 1 QPD 120ML (24) has 24 products in it. There is a promotion that is Buy 4 get 1 FREE (the products can be any of the 24 in the item price class). Currently Acumatica will only apply the discount if the customer buys Qty 4 of the one item – not mixed.Any thoughts on setting up mixed promotions?

trying to use a contact for invoices and a different contact for statements. I thought that using the mailing & printing feature within the customer profile would solve this. However, after updating and saving, it does not seem to work. I did generate the statement on demand to test out; not sure if this is the issue. It is the same screen ID of AR641500 that the generated statement is on. It still uses the account email in the general tab, however. That is the one I want for invoices only.   

Since upgrading to 2025 R1 (build 25.201.0213.2), 0VPN cross-reference entries no longer resolve on transfer receipts in Receive and Put Away. Standard PO receipts work fine. Typing the inventory ID directly works, and adding a BARCODE cross-reference also works, so it appears the transfer receipt path is filtering out 0VPN as a valid lookup type.This worked before the upgrade. Has anyone else seen this or is there a known fix?

We recently purchased DRP (not MRP). We buy items in nested sets from our vendors. We need the individual items out of the nested set (disassembly), not the other way around. For example, if Item A is out of stock, we need to buy a nested set that contains Items A, B, and C. When we receive the nested set, we do a disassembly to break it into the individual items. We've already explored setting Source = Kit Assembly on the individual items, but that plans an assembly — consuming components to build the kit — which is the opposite of what we need. We need DRP to recognize that our individual items come FROM disassembling a purchased kit, not the other way around. Is there a way to handle this in DRP? How are others managing nested sets or bundled imports that get broken down for individual sale?

I’m working on an Acumatica-based solution (via a vertical solution provider) for a fuels distribution business and am looking for guidance on how others are handling Weighted Average Cost (WAC) in scenarios where the true cost of inventory goes beyond just the base purchase price. Business Context:In our current system, WAC represents full landed cost, including:Supplier invoice cost (fuel) Vendor-charged taxes and regulatory fees Internal freight (marine, line haul, inter-terminal transfers) Allocations applied as fuel moves through the supply chain This cost structure is critical for:Inventory valuation Margin reporting Financial/audit alignment Challenge in Acumatica:From what we’ve seen so far, WAC appears to only reflect the base item cost at receipt, and additional costs (freight, taxes, etc.) are not automatically incorporated into the inventory cost in a way that recalculates WAC. Questions:1. How are others incorporating additional landed costs (freight, fees, taxes) into WAC

Hi Acumatica Community,I created an Import scenario for 1-Step Transfer but encountered an error.is there a mapping that I need to include to proceed?Thank you!

We have a very large product count (400k+ SKUs) and are looking to launch our Shopify store on Shopify Plus very soon. Shopify has given us increased API capacity for 30 days, but now I'm getting the following error when trying to sync:Adding the specified count to the semaphore would cause it to exceed its maximum count.Has anyone run into this? Any guidance appreciated.  

Hello! Is it possible to still mass process orders that were on backorder status but now have enough qty for shipments? Currently, ‘process order’ screen is used to mass create shipments for orders in the system. Shipping rule is to allow back order, so when items have insufficient qty, those orders go on back order status. The issue is when those items are restocked, and now have qty for shipments to be created, users have to go find these orders individually in the system and create shipment. It would be nice if these backorder status orders could also show up in the process order screen so users can mass process all the orders that are in backorder status but now have enough qty. Any thoughts? Thank you!

California has implemented a new waste recycling fee for Covered Battery-Embedded products (CBE waste recycling fee). We are required to collect the CBE waste recycling fee from your customers upon the purchase of a new or refurbished CBE product. The fee is 1.5 percent of the retail sales price for each CBE product sold or leased for use in California and should not exceed $15 per product.Additionally, the fee must be listed as a separate line item on the receipt and cannot be included in the sales tax calculation.Our VAR has recommended an approach but I imagine this would apply to a large number of Acumatica customers. How are others handling this? If it’s helpful, we use Avalara as our tax provider and will shortly upgrade to 2026R1.

We have a Role that requires the ability to release inventory transfers. To all indications, I have set the Security Access appropriately. However, the green RELEASE button does not appear nor is there an option to Release in the 3 dots menu.  Originally, we removed the ability for this Role to release transfers, but we now need to restore that access. How do I restore the Release button?

Hello,I have a couple of questions regarding Purchase Order approvals in Acumatica.1. Approval by amount using Workgroups instead of specific usersFor Purchase Orders approval based on amount, I have configured an Approval Map with conditions.However, instead of assigning a specific user as an approver, I need to assign a workgroup that can approve these documents under the defined conditions.The goal is to avoid constant changes in approval settings and to ensure that if one person is absent, another member of the workgroup can approve the document. Is it possible to configure Purchase Order approvals using workgroups instead of individual users? If yes, what is the correct way to set this up? If not, what alternative configuration options are recommended to achieve this behavior? 2. Approval based on amount in USD only (multi-currency vendors)We also need Purchase Orders to be approved based on amounts in USD only.We have several vendors using different currencies (for example, J

Help us shape the future of AP automation!We are currently working on three-way matching improvements and have a prototype we'd like users who work with vendor invoices to test and provide feedback on. This capability aims to eliminate vendor bill discrepancies and protect your organization from overpayments, audit risk, and unauthorized vendor billing. With automatic matching, a simple interface to review mismatches, and smooth integration with Acumatica approval workflows, your AP team gets the control and visibility that modern finance teams need. No more relying on custom generic inquiries or manual workarounds.Be a part of our Acumatica Labs Program to test this prototype and help shape the final solution!If you're interested in participating, please complete this short questionnaire. Update: questionnaire is closed for now. Thank you!We are looking for up to 10 customers to join the program, which will run over the next 2–3 months. We will get back to you within 5 business days t

Hi everyone,We’re delighted to announce this Community Mentoring session with @Neil Cantral!Business Events for Order ManagementA brief overview of Acumatica Business Events, how they are used to manage orders in a B2B distribution company, and a Q&A.Neil: I’m a leader in the PNW Acumatica Users Group and the Director of IT for Wilmar LLC, a B2B distributor of automotive tools trading under brands like Performance Tool. My Acumatica journey started in 2016 and I’m always happy to talk and share my experience with the platform. My focus over the years has been rooted in the Distribution module with a lot of experience in inventory allocations, reporting, third-party WMS, and customization.Community Mentoring sessions are approximately 30 minutes and limited to small groups (10-12) of members with one of our power users who is an expert on a topic. If this session is one you feel will help you in your journey with Acumatica, please let us know in the comments below. We’ll be selectin

Hi,We have the below requirement:We have two types of customers, and we are using the same item codes for both.However, for one customer type, we need to use the automatic packaging feature, where packaging can be predefined. For the other customer type, we require manual packaging, since the packaging needs to be adjusted based on specific requirements.Is there any way to achieve this without creating separate item codes?Thanks.

I am a little rusty on my WMS configI am testing WNS Rec and Put Away with Serialized itemI have PO with qty 5 of a serialized itemWhen using Rec and Put away in browser I enter the PO / a Receipt is created but the item does not display - why?When I review the receipt it has used the default qty but did not generate serial numbers why?       

Hi Teami Need some inputs in sending a email notification to customer when his first order placed in Acumatica.Trigger a notification ONLY when a customer places their FIRST order ever