Inventory, Orders Management, Warehouse Operations
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- 3,432 Replies
I am seeking any feedback from those who have successfully or unsuccessfully used the ShipEngine shipping solution for Acumatica.We have tried the ShipStation integration and found its functionality limited (especially with international orders) and found their support lacking.We are now considering the ShipEngine solution.If you have used it, I am very interested in hearing how it is working for you and how it compares to other shipping solutions you have tried.
Hello!I wanted to outline an issue we’re having with Availability calculations and how to account for high volume SOs that require future stock for fulfillment. Hopefully other companies have experienced this problem and may have some good ideas.Let’s say we have 1,000 units of SKU X on hand and available in our domestic warehouse. We also have 20,000 units of SKU X on PO at one of our vendors. We don’t currently include Qty on PO in our availability calculation because it can take 60+ days to ship POs and 30+ days of transit time.A big wholesale customer places an SO for 5,000 units of SKU X, with the plan to have this fulfilled sometime in the future after the 20,000 units arrive. Right now, this type of situation drops our Qty Available down to -4,000 and it’s confusing to other sales reps whether there is any inventory to sell. Indeed, there is actually 1,000 units still available to sell.Ideas we’ve thought of:Linking this SO line to the pre-existing PO line. This resolves the Qty
I have installed the shipping carrier integration with an easypost account. I created a SO, confirmed the shipment and get a tracking number. My question is, the only way to track the shipment is using the external Easypost web page?There is no inquiry or report with the same informatin within Acumatica? I just want to confirm how will be the user experience to a customer for tracking their shipments.
Hello, I believe I know the answer to this question but I wanted to confirm as I am still just learning the system. Is there a way to create a mass 1 step transfer for multiple items on different dates? All of these will be going from and to the same locations so only the dates for the transfer would be different. Seeing as the date is in the document header for a 1 step transfer I am thinking I cannot do an upload with all of the transfers on separate dates but I wanted to confirm. Thanks,
Hello, In 2020r2, we’ve had a new feature called “intercompany sales”.https://help-2020r2.acumatica.com/Wiki/(W(2))/ShowWiki.aspx?pageid=e4827607-362f-40fb-b466-303c414ee980 According to the guide, it says it can deal with “sold goods” scenario. Unfortunately, according to my understanding, it is not. Both AR invoice and AP bill has nothing to do with Inventory. For real intercompany goods sold, the inventory of company A which pretends to be the vendor should have qty deduction, while the company B which to be the customer should have qty increasing. And in most cases, we do real shipment. We ship goods from company A to company B. Company A do real shipment, company B do real receiving. The new feature did not take this into consideration. So in short, can we request for a full feature of “intercompany sales”, which we can extend the PO to a SO?
Hello, apologies for the long question.I am working to setup Acumatica and noticed the handling of inventory for Sales Order shipments is different than every system I have worked on in the past. With our current configuration, when you create shipment for a Sales order you stop just short of Updating IN. This is because one you Update IN it creates the inventory COGS transaction on the PL. We do not invoice and recognize the revenue, until the product is delivered to our customers. So if you do Update IN this creates a disconnect between revenue and expense (not an option). However, if you do not Update IN the inventory remains “On Hand” at the warehouse and all reporting shows those quantities on hand. What I would prefer to see is that inventory moved to In Transit until the SO is invoices at which time the inventory is expenses and the Receivable is created. Due to the inventory remaining ON Hand I am having a difficult time reconciling physical counts at our sites and creates a hu
Hi guys,I want to tracking serial number for some high value item. I enabled Lot and Serial Tracking feature. I created a Serial class and used on an item. Than I tried to follow below manual to test it but there is no separate line let me scan serial number. Does any know what’s going on with this?https://help-2020r2.acumatica.com/(W(5))/Help?ScreenId=ShowWiki&pageid=8a849d2b-0a55-467f-b537-28bc6e192de3
Is there a way to recalculate the margin of a stock item sold, to take into account a cost adjustment recorded after the sale, but which relates to a receipt prior to the sale ?Example :02/01/2021: purchase receipt of the article with a cost of 100 USD02/01/2021: billing of the purchase receipt with the same cost02/02/2021 : sale of the stock item for a price of 130 USD => margin equal to 30 USD02/03/2021 : landed cost of 10 USD related to the purchase receiptI would like the margin of my sale to be recalculated to 20 USD. Is it possible ?
What's the difference/purpose "Include in Qty. Available" and "Sales Allowed" for Warehouse Locations
We’re finally starting to get a handle on Availability and Alloctions...I think We have a DEMO location with items we do not want included for normal Sales operations, but do occasionally ship to customers or distributors. Unchecking the “Include in Qty. Available” is a necessity since we do not want these items to be considered as available for normal Sales Orders. However, with “Sales Allowed” still checked, we can add the items from that location to a Sales Order, but we cannot create a Shipment. The documentation says this:Include in Qty. Available A check box that you select if the quantities of goods available at this location will be included in the quantities of available goods and used in shipments and transfers. Sales Allowed A check box that you select if only issues (direct inventory issues as well as the issues generated from sales orders) are allowed for the location. You clear the check box if no inventory transactions are allowed for this location, except for i
Hi!I run a report for our sales team every week that includes the following: The problem with this report is that the column “OrderStatus” gives me that status of the sales order, when i really need the status of the sales order line. Ex: The sales order has 5 lines on it, 4 of the 5 lines are shipping but the one that is not shipping shows up on the report with a status of “shipping” because the status of the sales order is shipping but the line is not. Is there anyway to get a line status put in there?
I have been working on a business event that triggers an email once a customer creates order from the web portal and falling short. The trigger has not worked if the portal users generate the order. If I change the business event to trigger on record change and then do any modification changes from the ERP side, it works from the portal sales orders. The New field value is set to createdByScreenID and Screen ID = SP700001. Could this be related to the customer's user's account types and users' permissions? Your support is appreciated.
Hello Guys; Hope you’re doing Well I have a problem when releasing one invoice:I get the error message “another process has added to InRegsiter”I’ve cheked the Issues List and there is nothing with the the shipping Number of the Invoice Any ideas ? Thank you :)
We are trying to work out how to automate the allocation of stock to orders which cannot be fully completed.There is no process to automatically “allocate” stock to orders. It would be great if there was.Due to stock shortages and the need to keep customers happy our client has to manually allocate stock to orders which is very time consuming. Some customers end up getting 10% of the order, some all of it if it is a very large order; there are many factors that come into play. Thanks
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.
I was wondering how well our Acumatica distribution takes care of planning purchase orders and inventory projection (calculation). Attached is a possible scenario in Excel format.. I have also submitted this to AUGForums.com (https://www.augforums.com/forums/acumatica-distribution-modules/replenishment-demand-calculation-and-order-types/#post-6068 )., I didn't check D250 but I did search the help.acumatica.com and didn't find any answer. The projection of SOs, shipments, POs, receipts and inventory level for a particular item in to the next 4 weeks is a basic necessity for warehouse people. purchasing people and manufacturing people. It should be available in the inventory module and the MRP module. When inventory falls below the ROP for instance in week 2, a red flag should be raised. A bar chart would be nice. Thanks for your help. Toon Six (ToonSix@intercs.com) .
I have a situation where kits will be produced in one warehouse then transferred to another warehouse using at transfer sales order. However, when I plan replenishments and don’t have a replenishment method assigned to the kit items in the production warehouse, I cannot get an amount to process in the prepare replenishment grid.I could set up bogus replenishment parameters, but want to avoid that. Any help on planning replenishments for kits? I think maybe there is a gap here. Thanks,Dennis
My company adds $3.75 handling fee to outbound UPS shipments. This amount is added to the freight cost we incur from the carrier (UPS), the sum of the two quantities (freight cost + our handling fee) are combined and billed to the customer on their invoice. I see handling charges can be added using SHIPPING TERMS, which can be assigned within CUSTOMER CLASSES. However, if I have a sale that is delivered via my company’s truck or if the customer picks up at my facility there should not be a shipping and handling charge. I’d like to avoid relying on users to manually change the SHIPPING TERMS on a sales order each time there is a customer pickup or deliver via our truck. Is there a way to attach the shipping and handling charge to SHIP VIA or CARRIER so this is automated? There must be something I’m missing in order to accomplish this. We are not the only company to use freight padding.Thank you,Matt
Hello, This is not a must have requirement, and somehow I can use report designer to fulfill it. We don’t really want the 0 qty invoice line, we just want to display the 0 qty line on printed out invoice.The line which is shipped in 0 , but have been placed in Sales Order. This requirement is due to some complaint from our customers that they are arguing our order takers have missed their items on Sales order. So we are tending to put the 0 shipment line on invoice. I am just wondering, is there a switch to make the 0 shipment line still appear on invoice? Like we are having SO preferences which is allowed to generate 0 shipment line on shipment. Please advise.
Hello, As I checked, for the back order status SO , the “complete order” button is disabled.Only the “Cancel Order” button is enabled. If I click “cancel order”, then the order would become “cancelled” status.It would be a little confusing, because it is not a “totally” cancel, it is just a “partial cancel”. And for this scenario, we would very much like to make the order as “completed”, even if we don’t want to ship the rest of goods. “Completed” is better for us than “Cancelled” I can make every single “back order” to “completed” 1by 1 that I just open the order, and mark every line to completed, and then I can click the “complete order”.but It is quite time consuming. Is there a way that I can do in batch?
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