Distribution

I am not sure about configuration of Inventory, and it is Modern Kitchen and had organized categories as below:  Prep Tools & Essentials: Chef's Knife, Small Knife, Bread Knife……., Cutting Board, Cutting Board (Premium)….. Cookware & Bakeware: Stainless Steel Skillet, Stainless Steel Skillet (Premium), Sauté Pan, Small Saucepan….. Cooking Tools & Kitchen Utensils: Spatula, Stirring Spoon, Slotted Spoon, Tongs…….. Appliances: Immersion Blender, Immersion Blender (Premium), Kitchen Scale……. Other Kitchen Essentials: Food Storage Containers, Food Storage Containers (Premium), Aluminum Foil, Parchment PaperHow should I set up about posting, Item Class, Chart of Account, Define Availability Calculation Rules, Inventory, Sales, PO? Do we set up depend on organized categories or each Item of product?Thanks so much for your help and support 

Dear Connections, I'm creating requisition with the item code "RR-01010" and an ordered quantity of 100. While doing vendor bidding, I select two suppliers, each with a quantity of 50. Finally, the purchase order is created. I can see that two POs have been generated. However, the problem was that the vendor price not taking on that PO.  Each vendor I set the different price.  While creating the direct PO, the vendor price was accurately taken but not from the requisition. Please advise on this query. Thanks Ram 

How do we Override email for Customer statements? When I select Recipients→ Override Recipients, the account default email still appeasrts in the Recipients section. In the image below, we only want the Statement to be sent to the Contact email and not the Billing email. The Billing email will not delete or allow us to overwrite it.   

I had 3 error messages, and it cannot create invoice as below:1.The sales order line has no active link to a line of a purchase order.2.Lines with zero-unit cost and lines that are marked for dropship are not included in the calculation of margin for sales orders.3.Order SO 000077.Thanks so much for your help and sharing.

 I encountered an issue where the tax amount is getting removed from the document total whenever I select a check as the prepayment method.

Hello,This has happend to us twice in the past two months and need to figure out a resolution.   We have a shipment that has been confirmed and our shipping team realizes they need to make a change, they click the “Correct Shipment” and receive the following Error message as shown below:  We are unable to correct the shipment and are now “stuck” and unable to fix the issue.    I have been unable to put my finger on any commanality between the two shipments this has happend to,  and I don’t see anything unique with this shipment that makes it stand out from other shipments we have been able to correct without error.

Has anyone encountered this issue in 2024 R2? I have a sales order marked for production, and after completing the associated production order and moving the inventory into stock, Acumatica doesn’t pull that specific inventory when creating the shipment. Instead, it pulls inventory using FIFO or location priority, ignoring the production order inventory.Example:Sales Order 123 has one line marked for production, with the Production Order linked - XYZ. Production Order XYZ is completed, and the inventory is moved into stock to location ABC (via the Move Transaction on the Production Order). When creating the shipment, Acumatica pulls inventory from another location, even though the sales order’s line details so the associated move.I don’t recall seeing this issue in 2024 R1. Has anyone else experienced this?

We often have multiple Vendors for an Inventory Item. The Stock Item / Vendors tab allows different Purchase UOM to be designated per Vendor however, these only apply to “the stock item in released AP bills”. “The UOM specified in this column is not copied to the UOM column on the Details tab of the Purchase Orders.”Does anyone have a solution to the problem of ensuring the correct UOM for a specific Vendor is set on the Purchase Order? For example.Vendor A only sells an item as a CASE or 4 EACHVendor B only sells the same item as an EACHVendor C only sells the same item as a BOTTLE, which is the same an an EACH.All vendors want the order to be in their specific UOM. If not shipping and / or billing errors occur.The item is purchased from Vendor A 90% of the time we set the Purchase Unit as CASE. However when a po for Vendor B or C is entered this auto sets the UOM to a CASE. The only way Acumatica seems to provide for this scenario is manually switching the UOM. However knowing which

Hi All. I want to customize the Kit screen to include a barcode reader. Upon scanning the UPC code, the corresponding item should be identified, similar to how it matches the inventory ID. What steps should I include in this process? I am new to working with barcodes, and your guidance would be greatly appreciated Thanks

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I don't know why when I had confirmed create Shipment but it had error. 

Please kindly help me and how can I fix this process? I can't use Create Receipt and create shipment 

It seems that Acumatica allows that a Cross-Reference Bar Code be used across more than 1 Inventory Id code. So how can we ensure that the barcode is a unique identifier of a particular Inventory Item?

We have an order on our system that was created 23/02/24. It had 1 line item, with a qty of 1 required. Today (07/03/24) I added another line for the same item, with a qty of 1.When I then Create Shipment, the original item populates the Shipped Qty with 0, but the new item populates the Shipped Qty with 1.The behaviour we want is as per the original item - i.e. the Shipped Qty should remain 0 until we actually pick/ship the item.We’ve noticed that the Location shows <SPLIT> for the original item and FG000000 for the new item - not sure if this is related?Note: we have only edited the original order to demonstrate the different behavior, our new orders behave as the added line does, which is not what we want.We have tried editing various settings, but cannot get new orders to behave as we’d like.It seems as if when the original Sales Order was created there was item/setup data recorded that makes the Shipment behave in a certain way for the existing item.But when you add a new it

Hello Community, Has anyone ever created a report parameter that sets the format on the printed report?For example, I have a small and large label. I created a parameter for “small” and “large”. I added an visibility expression to the report to print a different format based on the parameter selected by the user either “small” or “large”. Does anyone have any experience in this? See label size field. Trying to get that selection to format my report (ie printing a smaller or bigger label). Thanks 

Hello.  Is there a way to not allow or warn, when entering a sales order, that stock is low or will go negative. This would mainly apply when we want to discontinue an item, and then only sell the qty on hand remaining. Once it is below 0, no more would be allowed to be entered.  If more qty is entered for more than we have, then it would error out the SO.  Thoughts from anyone how they have handled this?

Hello Community,Was getting a bit confused between the flow for Sales Prices (AR202000) & Sales Price Worksheets (AR202010) screen. How shall a user start with the same? Is it first from Worksheet to Sales Price or Adding a price line, creating a worksheet from the Sales Prices form and then releasing it in Worksheet screen,Kindly guide me out in the same.Thanks.

Is there a way within the system to do selective cleanup of field level audit data, or perhaps a community or marketplace customization?  Our old system had a function to choose a table and a timeframe, and it would delete all audit records for that table older than the timeframe specified.Field level audit has been a life saver (mainly to show users who made mistakes, rather than people blaming the system), and we have it turned on in a lot of key areas, but I need to start cleaning up the data before audit takes up every last bit of disk space we have.

Attempting to create a Shipment from Sales Order.  I receive an error due to a former employee record being inactive.   I cannot find anywhere on the Sales Order or Customer Account where the former employee record has any connection?    Actual error recieved:  Inserting ‘Shipment’ Record raised at least one error. Please review the errors The status of employee Mikes is ‘inactive’?  This employee record has been inactive for over a year and has never caused this error prior.  I don’t know where else to look for the possible connection in Acumatica?

When we started working on WMS processes (we only use Pick/Pack/Ship currently) a year and a half ago, there were some differences between how the mobile app version of that screen functioned compared to the web page.  The key one that pushed us towards using the web page was, at the time, even if you short shipped a line on the mobile app, the shipment line was marked as fully shipped (the web version of P/P/S would update the shipment to the shipped quantity).Also, our VAR felt that the web interface was better, and since we were leaning towards tablets with separate scanners, we went with Web.We’re investigating different hardware, and most integrated devices have portrait screens and the mobile app would work much better with them.  I’m curious if other customers using the various WMS functions (we plan to start using others in the very near future) are using the mobile app or the web interface, and if you are using the mobile app, are there any differences or issues that you’ve fo

AR641000SO643000Both are printing the same doc but very slight differences. Why not just one Invoice screen instead of two ?

Reading the various entries with similar issues, this seems to be related to restriction groups.  However, my specific scenario is for Receivables > Invoices and Memos -- Credit Memos only. Same customer, same branch, etc. I can open the invoice.  Can open Invoices for other customers, but not Credit Memos.  Any ideas?