Distribution

Inventory, Orders Management, Warehouse Operations

  • 914 Topics
  • 3,449 Replies

914 Topics

mhesketh
Freshman I
mheskethFreshman I
asked in Distribution

Multiple line level discounts?

Customer needs ability to have multiple line level discounts - Acumatica only allows 1 per line.  Has anyone encountered this request before and if so did you find a workaround or solution?I appreciate any feedback on this topic.Thanks!Michelle

1
amieek92
Freshman II
1 year ago
R
Captain II
ray20Captain II
asked in Distribution

What is the best way to show the total on hand qty of combining alternative items?

Hello,      We are selling food, and we have several similar items, like: Chicken1, chicken2, chicken3, chicken4….   currently, these chicken items are handled in different individual item ids.       These items are similar only with the Brand difference.       So now the management have a need to see the inventory(Qty on hand) of “Chicken” together at once. we previously did this by manually adding different chicken qty together.       I know Acumatica having item class/item sub class,  item/sub item, matrix item, a lot of ways to define a group. But in my case, which is the best way. Can anyone give me some advice?

5
R
Captain II
1 year ago
jenniferflores43
Freshman I
jenniferflores43Freshman I
asked in Distribution

How to block the Unit price field

Hello everyone, Can someone show me how to block the Unit price field in Sales Ordes Screen? Thanks in advance!

7
jenniferflores43
Freshman I
1 year ago
V
Freshman I
vali50Freshman I
asked in Distribution

Allow full processing of Sales Order (shipment, payment to billing) by Operator / by Order Type.

For certain Sales Order Types - example RC (return for credit) - the Customer Service operator needs to be allowed to process the order completely thru. Including confirmation of shipments (normally a function of the warehouse) - Thu this person would not be allowed to access and confirm shipments for orders that are not RC type.

0
V
Freshman I
1 year ago
adriangavino45
Freshman I
adriangavino45Freshman I
asked in Distribution

Put for Pending approval status when Exchange Rate Changes...

Hello everyone!What is the best approach to manage this scenario?In the payments and applications screen I need to put on "pending approval" status when the exchange rate changes in the document.Thanks for your help!

6
adriangavino45
Freshman I
1 year ago
I
ivanartianto73
asked in Distribution

Can I add row in Shipment without SO reference?

Hi Expert,How can I add Non Stock Item manually in Shipment without SO/Order Reference ? I want to enable add button in Shipment.ThanksIvan Kusno

1
N
Semi-Pro I
1 year ago
S
Varsity I
schneur96Varsity I
asked in Distribution

Import Scenario on attributes without overriding existing data. 

Hello  I'm attempting to create a single import scenario on InventoryItem attributes to update any item attributes without overriding the existing data.  When running an import scenario with item InventoryItem attributes, if a field is empty on the import source sheet, then on import, it will override the data in the destination in that field and make it blank.  I tested in the mapping sections using ISNULL([WILDLIFE],[Answers.Value]) in the Source field/Value, and had success. The issue I face is attributes that are checkboxes. The date gets imported as "False". I tried various IIF statements, with and without converting the data to different data types, and still no success. 

5
S
Varsity I
1 year ago
juliette28
juliette28
asked in Distribution

Item Class Hierarchy

How do I create child item classes? I couldn’t find a class other than a 5 minute preview showing it’s possible.

1
N
Semi-Pro I
1 year ago
C
Freshman I
ccohen37Freshman I
asked in Distribution

Purchase Order missing, possibly deleted

I know the purchase order was created in the system because I have a pdf record, but I’m not able to find it in the database. I assume it was accidentally deleted. How can I recover deleted purchase orders?

1
Irina
Community Manager
1 year ago
S
sylan
asked in Distribution

Send email

Hello, The following error message "There is no active notification source to perform the operation" is displayed when attempting to send an email from a screen (eg: Sales order screen SO301000). Do you have a solution to fix it? Best regards,Sylan 

4
C
Jr Varsity II
1 year ago
D
Jr Varsity III
dougmcbride79Jr Varsity III
asked in Distribution

How to book purchase discount for special product discounts

We need help with how to book purchase discount in the following two situations:Suppliers will offer a 25% (for example) discount if we agree to take a large amount of product.  We want to book this special discount as “purchase discount”. How do we do it.     Suppliers will offer us a 50% discount on freight charges if we pay the product invoice within X days.  We want to book this 50% freight discount as purchase discount.  How do we do it? (We use landed cost to compute cost.)Your suggestions are greatly appreciated. 

0
D
Jr Varsity III
1 year ago
T
Freshman III
timpollard36Freshman III
posted in Distribution

Sales Price Worksheet using customer pricing with alternate ID

We are running 2019R2.I can successfully release a worksheet of sales prices that are setup as customer specific pricing with an alternate ID specified:But when I lookup the pricing on Sales Prices screen, it does not show the Alternate ID:On the Stock Items screen, under Cross Reference tab, it does not show as Customer pricing, but as Global (without the customer number):Oddly enough, when processing sales orders, the alternate ID can be used for any customer and it will find the corresponding stock item number (not what we wanted).  BUT it will only assign the price for the customer that was specified when the price was loaded via the worksheet.  So the pricing aspect of this is still working. So my questions are:Why doesn’t Sales Price screen show the alternate IDs?  How do I fix this? What is causing the Stock Items screen-Cross Reference tab to tag this as Global instead of customer specific pricing?  How do I fix this?Thanks.

0
T
Freshman III
1 year ago
paulinecho73
Freshman I
paulinecho73Freshman I
posted in Distribution

Acumatica Distribution Overview Webinar - Free - on St. Patrick's Day - March 17, 2021

Acumatica Distribution Edition WebinarMarch 17, 2021 11:00 am - 11:30 am PSTJoin us for a 30-minute webinar where you will hear an overview of Acumatica Distribution Edition and discover real-time visibility into sales, order management, inventory, purchasing, production and services—and accounting information. In addition, discover new Acumatica 2021 R1 features.REGISTER NOWDistribution Webinar March 17, 2021 

0
paulinecho73
Freshman I
1 year ago
stacy16
Jr Varsity III
stacy16Jr Varsity III
asked in Distribution

Sales Rep Assignment

Hi Everyone!Does anyone know of a way to assign sales reps in Acumatica based on item class and customer/business account at the time of sales order entry?Example: IF item class = Consignment, THEN Sales Rep = Business Account OwnerAny help would be greatly appreciated :)Thank you! 

5
D
Captain II
1 year ago
K
Freshman I
karenm48Freshman I
asked in Distribution

Replenishment to Requisition

Is there a way to generate requisitions from Prepare Replenishments screen?There is need to utilise Bidding process on requisition for items that are below reorder level, currently it goes straight to Purchase Order.

1
Gabriel Michaud
Captain I
1 year ago
di93
Varsity I
di93Varsity I
asked in Distribution

Is it possible to edit the template item ID on a stock item

Is there an option that would allow a stock item to be added to or removed from an existing template ID?  Example, an existing item is purchased from the manufacturer today with only one size and one color.  However, the following year they update the product to include multiple sizes and color.  We want to retain the history with the original size and color, but then add that item to a template item which includes the additional sizes and colors. I thought there was an option/configuration to allow the editing of template ID on an item, but can’t seem to find it.  Anyone know if that functionality exists?

0
di93
Varsity I
1 year ago
stacy16
Jr Varsity III
stacy16Jr Varsity III
asked in Distribution

HELP!! Error An error occurred during processing of the field PaymentMethodID: Error: An error occurred during processing of the field Last Modified On: Specified cast is not valid...

Any help would be greatly appreciated!I cannot prepare invoices AT ALL! I am not sure what changed but if anyone has any idea how to get this fixed i would really appreciate it, need this fixed asap :( Thanks!

7
S
Freshman II
3 months ago
R
Varsity I
rodrigocid34Varsity I
asked in Distribution

ERP Transactions or Commercial Transactions

Hi!Let’s picture a scenario where a Retail Company sells shoes through 45 stores and They have the next environment in each store:POS software with an interface to Dynamics GP POS software update GP in real time, it means, when a sell is being made in a store, the POS use the GL accounts defined on the item to post in GP the invoice process (inventory, ar invoice accounts) and in the same transaction, the payment is registered too (Post in GP the Payment accounts such as sales account, bank account, etc).With that said, let’s say that in december they process 200k transactions. The 200k transactions are related to the POS process described above.My question is, 200k transactions are considered ERP transactions instead or Commercial Transactions?Thanks!

2
R
Varsity I
1 year ago
J
Jr Varsity II
jmorganJr Varsity II
posted in Distribution

Transfer the contents of a warehouse location to another warehouse

The scenario:The company has one large warehouse in the UK and two smaller ones in The Netherlands and Dubai.They supply the other two warehouses from a weekly container shipment.Preparation of the container shipment takes a few days and it is only on the last day when the final goods are loaded in. The Acumatica transfer order is not ideal as a shipment needs to be created before the goods can be picked.  Additions require an additional shipment. What seems to be the better option is to create a location in the warehouse called something like “NLD Transfer” where the users can create 1 step inventory transfers during the week.  That is the easy part.  The next one is the ability to create one Sales Order transfer document for the complete contents of the “NLD Transfer” location.A GI export of the items and quantities into a transfer order will work but is there any other way?Thanks James

1
N
Semi-Pro I
1 year ago
M
Freshman II
MalgorzataFreshman II
asked in Distribution

Outside processing without manufacturing mode

I would like to ask is it possible and how to set outside process (outsourcing) without manufacturing mode. Till now I found solutions only for manufacturers by creating Production Orders but what if there is no production onside and we ship a purchased item to the Vendor for an outside process (coating etc) and then afterwards we receive it back from Vendor ready to sell. How to organize that case in the system in order to calculate costs correctly and track the item?

2
R
Freshman I
10 months ago
D
Jr Varsity III
dennisgodsill36Jr Varsity III
asked in Distribution

Users should be warned warned when changing Stock Item status if there are open documents.

For example, warn the users that there are open purchase orders when you change the status to No Purchases.  Procedurely, users should use the Inventory Summary or Allocation Details before changing the status but a warning would be a good idea.

1
Irina
Community Manager
1 year ago
L
Semi-Pro II
larrylySemi-Pro II
asked in Distribution

Closed invoice didn't generate inventory issue document

Hi everyone,I have a very old order. It’s shipped and invoiced.  But all items in this order still hold in inventory allocation.  Does anyone knows how to release those inventory? thank you.  

2
L
Semi-Pro II
1 year ago
N
nekstein
asked in Distribution

Business Events to complete PO after return is released

Hello, currently when we create a return to a vendor it will reopen the PO,  is there a way to create a Business event that when a return is released it should complete the PO?

1
Irina
Community Manager
1 year ago
B
Jr Varsity III
brucewarrell96Jr Varsity III
asked in Distribution

Adding Inventory Transfers to Mobile App

Using 2020 R2 and we don’t have the data collection feature.  We’d like to add the Inventory Transfers screen to the mobile app.  I want to make sure I’m not missing anything - do I have to create a customization to present that screen on the app?

1
L
Semi-Pro II
1 year ago
meagan59
Jr Varsity III
meagan59
posted in Distribution

Need to print GS1 data matrix barcodes from Acumatica

We have a customer that requires the use of data matrix barcodes containing multiple pieces of data (Item barcode and serial number). The Acumatica WMS will read this type of 2D barcode, but we are not able to print them in order to label items.What solutions or ISVs are available to allow us to print the product labels?

12
Stéphane Bélanger
Freshman II
2 months ago

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