Distribution

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 :) 

Can anyone tell me why inventory items are being omitted from the GI when I group by Inventory Id and Financial Period? 

Is there a way to detect a current open blanket order for the customer for the line item being keyed?  Example, there is blanket sales order for ABC Company for Item#AS625 Qty 100.  Customer calls to order 25 but does not reference the blanket order. We enter a new sales order and key item#AS625 for a qty 25, is there a way for Acumatica to alert the processor that there is an existing blanket order. 

During implementation and testing, we discovered that the new Manage Sales Allocations screen is not compatible / not properly functional when Sales Order Approvals are required.With Sales Orders approvals are required, only lines from On Hold sales orders show up in Manage Sales Allocations, despite no order type filters being used on Manage Sales Allocations. This is not acceptable, as unallocated lines from Open status sales orders are not showing and will be bypassed by the Manage Sales Allocations processing.This was reported on an Acumatica support case - and I was told this functionality is “by design. I understand technically why it is not working; as when using Require Approvals, orders must be put on hold in order to make any changes.I feel that inventory allocations should be allowed to be modified on Open Orders, even if approvals are required. Does anyone else have opinions that allocating to approved open orders should be expected? Thank you.

Hello Experst,I have developed a customized report which display all the Items Costs, On Hand Qty, 3 months usage, 6 months usage based on different warehouse and added a condition to display only certain product workgroup item.Issue:I want to display the last year (2024) total sales based on above condition.Points:As same as for 3 months usage and 6 months usage we have created a viewAnd same view i have tried for previous year but it is not working.Any help.Thanks in Advance.Datascripts for 6 Months: Code:  

After the 24R2 upgrade, the billing postal code value cannot be entered in the Carrier Account section of the Customer screen for the "Billing Type: Receiver." However, this was possible in version 24R1.I am unable to find any changes in the Release notes, is it a bug?  

With regards to this topic top-selling-items-in-a-generic-inquiry-27114.We have followed this reply: SoLine TableSo far so good, except we would like to accurately display the quantity based on a given time period (specifically for the past year to date). If we just add OrderDate as a column it doesn’t display the correct quantity for that time period when filtered.What is the best way to accurately display the quantity for a certain time period (instead of just all time quantity totals)? 

We need some clarification for Minimum Order Quantity and EOQ (we think this mean Economic Order Quantity).  We think Minimum Order Quantity for an Item / SKU is the minimum amount that must be ordered to order the Item / SKU from the supplier.  So, if I have a Max Replenishment of 20, and a reorder point of 10, (and I have 10 instock) and a Minimum Order Quantity of 50, when I run replenisment the amount to order will not be 10 (20 - 10 = 10) but will be 40 (50 - 10 = 40).  Is this correct?   How does EOQ figure into this math?  I do not know what EOQ does.  Any help is greatly appreciated. Thank you

Has anyone run into issues with serial lot numbers that contain an underscore in 2024 R2? When creating an inventory adjustment, the lot that has the underscore can be selected but as soon as any field (e.g. quantity) is updated the underscore is replaced by a space and the transaction cannot be saved. For new receipts we will use a dash instead of underscore, but it’s causing problems with existing inventory. We have a support case open with Acumatica but would appreciate advice from anyone who may have already seen this issue.Thanks in advance!

Hello,Our company has been using Acumatica for three months after transitioning from Sage 100. I'm reaching out to see if anyone has experience with AP automation for both standard purchase orders (POs) and dropship POs. We handle a large volume of both types, and the majority of our AP bills are generated from POs.For those using AP automation with standard POs, how do you manage the delay between receiving the AP bill and the PO receipt?Similarly, for AP automation with dropship POs, we usually create the PO receipt upon receiving the AP bill and then invoice the customer immediately afterward. How do you manage this process?Our AP department does not feel AP Automation is helping as we hoped . . . Any insights from the group would be greatly appreciated!Thank you,Andrew Paquette

Top Selling Items In a Generic Inquiry? Looking for your suggestions

Can you increase the segment value of the Posting Class like you can for Item Classes

Client wants to require that a copy of the AP Bill is attached before allowing payment to be processed.  What would be the best way to accomplish this?

Hello,We have several sales quotes that are currently open in our system, and we are unsure how to mark them as "Expired" if they remain open for more than 30 days.There is an action “Expired” in the Quote Status, but we are unsure how to use it. Is there a setting in Acumatica that can automatically mark a quote as “Expired” after a certain period, such as 30 days?Alternatively, how and when should we use the “Expired” action on a quote? 

This question is a bit different from a prior question regarding how to reverse an inventory receipt.  In our case, we did an Issue out of inventory that reduced our Inventory account and went to our inventory shrinkage account.  We have to make some changes to the sku accounting methods, so we transferred it all out in order to make the change, then will move it all back in.After we issued it out, however, we received in via the Receipts transaction rather than do a corresponding inventory adjustment in. It correctly increased the inventory, but the other side of the transaction hit their finished goods control account rather than shrinkage.  Now we have an imbalance and we can’t determine how to reverse the purchase receipt so we can adjust the inventory in properly and make it all balance.The Issue out:The Receipt: Since accounts 1200 and 1202 are control accounts in our case, we can’t just reverse the batch for the receipt.Does anyone know how we can do a reversal of the Receipt su

Hello,Is there any way to add both of these tables (ARContact) to the SO.Invoice GI Inquiry? I added them, but I don't see two tables on the Result Grid tab to choose a field from. I previously added ARContact for shipping, and I don't see any value on the inquiry page after I added the second one. I had to delete the ARContacte for billing in order that ARContact for shipping should work. 

hello all,I have been trying to recalculate prices on sales orders using an import scenario, but it doesnt seem to work. When I try to manually recalculate it does get, but not via import scenario. What is it that I am doing wrong here? The import scenario would be run via a biz event. So I have created a GI to list the SO on hold and whenever a new sales order would be created, the biz event should be fired. 

UPS integrated shipping has the option for gif files, which are great for sharing with customers, as it can be used without a Zebra Printer. However, the file comes out horizontal, as shown in the below image. Is there a way to get the UPS Gif files to print out vertically, instead of the default horizontal? 

Hi!does acumatica have the functionality to add landed costs to a sales order? i couldn't find anything and the closest I could get was creating a non-stock item for the landed costs (in this case, tariffs) and added that as a new line on the sales order.  in our clients case, the landed cost is not added to the cost of the item.would love to hear what others are doing or if this is on the roadmap for added functionality thanks! Iqra

I’m trying to work on a GI to show my Inventory Manager all Warehouse locations that currently do not have inventory in them.  This is a way to see how many open locations exist, build out a storage capacity percentage, and help receiving pick locations to put inventory away. I’ve tried something as simple as looking at INLocationStatus and filtering out there QtyonHand = 0, but all that seems to be doing is showing me inventory IDs that had a reference there at one point, that is currently at 0.  I can look at that location and still see inventory allocated there in the system.I’m curious what I am missing.  Do I need to find a why to sum all inventory IDs as a location first, then show only the ones that equal zero? 

Hi! Long post alert… just want to say i appreciate your time in advance. I’d love to hear how others have handled configuring variations of a product without using manufacturing.Our client is a manufacturer’s representative that has expanded into distributing manufactured products from their warehouse. One of their manufacturers provides a base product that is always customized to the customer’s request—customers rarely, if ever, order the base product as-is.To streamline fulfillment, the client has identified common configurations of this product and now stocks those pre-assembled versions in their warehouse. These configurations involve minor modifications, such as swapping out the base pressure valve for an upgraded version. Additionally, the client stocks individual parts, which can also be sold separately.Item Setup Overview:Mfg. Base Model 1 – Not stocked, never ordered directly. Model1V1, Model1V2, etc. – Pre-configured versions of the base model. These items are set up as kits,

We write up 200-400 parts orders daily.  Some automated via ecommerce, some entered by our CSR team.  Some orders we have stock in the warehouse to ship, others we will be ordering the product into the warehouse and shipping it out when it arrives.Our current Shipment Creation process is a scheduled job that runs every 15 minutes for each of our 3 parts warehouses.  It runs against every order in the warehouse, but there are a couple hundred that are in some level of backordered status.  Most are truly “Backorder”, while others are in Open because they have no product available to ship (and that product is coming in either on linked POs, or on larger stock replenishment POs).I’m getting nasty looks from Acumatica recently because our ERP transaction count is way over the limit, and the majority of this is coming from the Process Orders screen.  Apparently (at least in 2023R1) when you run process orders/create shipment against 400 orders, you’re looking at at least 400 ERP transactions

The following post indicates that manifesting has been implemented for EasyPost with direct UPS/FedEx integration on the roadmap as of 2022.  I took that to mean that batching and manifesting works for UPS via EasyPost.UPS End of Day ReportingBut when you try to batch & manifest shipments from a Test integration with EasyPost, you get the error message “Unable to create a ScanForm from shipments bought from this carrier”.  I thought it might just be a Test system issue, but EasyPost Support provided the following information:Thank you for reaching out to EasyPost Support about End of Day/ScanForm/Manifesting with UPS. The integration that EasyPost has with UPS is a live-rated integration, which means when you create the shipment through EasyPost, EasyPost sends that information to UPS electronically and they return rates to us in real-time. Because of this, UPS is already aware that the shipment has been created and doesn't need further record. This is in contrast with other carrie

I’ve created business events that are “Triggered By Action”. There are 3 business events, and they MUST be done in sequential order, but they need to be seperate business events. I have named the three actions with the following format. 1 - XXXXX. 2 - XXXXX. and 3 - XXXXX. I would expect them to show up in this order. But they don’t. I have deleted and re-created the BE’s, thinking that maybe it mattered. It does not matter.I would expect them to appear….. 1 - 2 - 3 - 

Created test account on EasyPost site with api keys.  Created new carrier for UPS service.When creating Ship Via with new carrier there are no Service Methods to pick ?created more than one Easy Post account and apisWhat am I missing ?