Distribution

Hello all,As the title says, we are trying to print labels. I have tried from the shipment screen as well as the shipping label screen. It downloads and also gets sent to the Device Hub no problems, and it even says that it gets processed on the device hub, however no label physically comes out. I have linked the ship via codes to the correct report and printer in the SO Preferences screen, and the external carriers is enabled, so I am at a loss at what this could be.Thanks!

Hi All,Hoping I can get a hand with an issue. When changing some settings in the warehouse I accidently said yes to this prompt. Now all of our purchase receipts and transfers are defaulting to the location set at the warehouse level instead of the defaults set at the item level. Does anyone know how to reverse this or fix it?

Is there a way to assign a PI Cycle at the warehouse level, or is it only at the Inventory ID level?We would like to combine ABC Codes (inventory value) and Movement Class (inventory turns) calculations to assign counting classes.  Aside from calculating on our own and populating the ABC codes with an import scenario has anyone else done this?

Hello,could someone explain what is the difference between the sales quote created in screen CR304500 and the sales quote created in screen SO301000? When I should use which screen?

Has anyone had any luck printing a label per package on the Acumatica shipments screen? Looking to print a custom shipping label per package. 

How do we add or remove required fields? For example, in the New Customer record the following are required fields denoted by an asterisk: Customer IDCustomer StatusCustomer Class Account Name CountryAs we only do buisness in the United States, I would like to remove the requirment for this field. Or default it to United States. For Sales Quotes, we would like to make the Expiration Date a required field.  

Is there any way to view Cost Layers for a given inventory item? We are looking into switching to FIFO from AVG and we need a way to be able to view all cost layers for an inventory item.

Client entered a sales order for quantity of 96 with a linked PO to the vendor for 96.  They received 90 in on the PO.  They shipped 90 and invoiced 90.  The SO & PO shows the remainder of 6 as still open.The issue is the shipment SO302000 shows a shipped qty of 90, an ordered qty of 90 and 0 Open quantity.  On reading the help menu, the open quantity should be the true open quantity of 6.When the client did a similar scenario but with NO linked PO, the shipment showed the open quantity amount.I have reviewed both the vendor and customer set up to see if a setting was causing this issue, but cannot find what is driving the open quantity to be 0 on the Shipment.  The client is on 2024 R1 build 24.114.0020.Any help would be greatly appreciated.

We have customers that approve a stock item; however we may have similar item that could be picked when entering in an order. This similar item should not be used as the customer has not approved it. Is there a set up in the system currently on stock items were we can pick the customer that has approved it.Or on the other side in customers is there something in place that we can add the stock items that are approved for that customer.Ideally, I would like to have a table on the customer account were you could add stock items that are approved, date of adding item, with a note field. And then if the customer is added to a sales order and an item is used that is not on this table it couldn’t be used. 

MRP/DRP seems to ignore the lead time for kits with dependent demand.  The promise date for a subassembly used in  kit should be the action date of the parent item.  In my example, the AMSUBKIT promise date should be the Action Date of AMKIT1 

 I am wondering what could have caused this. I have a Sales Order with Inventory reference number but do not have an Invoice. I found no audit history enabled.how is there no invoice but there is a inventory ref number?  

Hello,  Is there a way to restrict sales order type to a certain type? For example, we want a project manager to only be able to submit sales orders that are type ‘PJ’. Is there a good way to do this? Thanks!Brent

We have several items where we stock in 2 or 3 Box Qty Sizes.For example item 1. is available in Box10 and Box18.We have three thousand product lines so don’t really want to add in new descriptions.How can I manage the sales team to sell the two sizes so we clear the suppliers stock.And secondly but related, one warehouse we don’t want to break Pack Sizes but sell in full pallets or Large case sizes of Case1000. How do we (Against the same stock item) manage the sales team that if they select that warehouse to ship from that it is only available in the 1 bulk Case Size.?

Does anyone know of a way to manage sales tax in a multi company scenario?  Scenario:  Shared customers (customer 123 is used by both company A and B).  Company A sells item Z to the customer - not taxable, Company B sells item Z to the same customer - it is taxable.I've considered having multiple locations... ie: Customer would have same location, listed twice with an indicator that one location is for company A to use and the other for company B to use.  But this redundancy seems like lots of opportunity for user error. Thanks!

I have Purchase orders where we have prepaid the invoice with the freight.  I had to add the freight as a line item, in order to make the prepayment match what the PO.  But on the SO I do not have it as a line item as I want it to show up in the freight at the bottom, not as a separate line item.   Now that I have prepaid the PO it will not let me receive the PO, and it has a status of Awaiting Link.  How do I complete the PO so that I can invoice the customer, since the SO will not let me invoice because the items have not been received.  I think this should be a high priority for Accumatica to fix as one of their upgrades as it does not operate properly.  The freight costs should always have it’s own field for cost and sell so that it is easily tracked through accounting.  I do not know why a freight cost field was not added to the shipping tab on the Purchase order in the first place.  If someone knows of a way for me to be able to get these items processed in our system. Thank you,

Vendor charges Freight for Drop Ship on PO.Auto shipment created for drop ship receipt on sales order:Sales order gets completed upon auto receipt and no opportunity to charge back freight to customer on sales order:Freight can be added manually to Sales Invoice before release but the freight charge backs can be missed which happens most of the time.Any way to have freight populate on the Sales Order upon release of receipt?

Hi everyone,If you’re headed to Acumatica Summit 2025, we’re hosting an Ask the Experts session for the Distribution edition.  If you would like to submit your questions ahead of time, you can do so by posting them here:https://forms.office.com/r/AXBfc5E1YTYou’ll also be able to ask your questions live.Kelly and Dana will be facilitating the session this year and we look forward to meeting you in person!-Dana 

Is there a stock report/GI that will show me past due POs? I’d like to be able to look at all POs for a given vendor and see who delivered late against their promise date. This will be helpful for supplier reviews. I’m less worried about what is late TODAY and more worried about looking at performance over a time period. As Always, my thanks to the community! -Jordan

When cycle counting, we were under the impression that there was an option to create a physical inventory type that would include all items in a location every time even if they are newly created item.

We have a customer that is fast approaching 9999 on their auto incremental value numbering?  I would like to know what happens in Acumatica when this happens.  Does auto numbering stop? Does it continue counting?  We want to have a plan in place if needed?  

Just as in Advanced manufacturing and for the same reasons, it would be useful to create a Kit Assembly from a Sales Order.  i.e. Mark for Kit.

Hi EveryoneI am currently facing a scenario where the same lot number is being received across multiple purchase receipts for the items. We need to implement validation to ensure that duplicate lot/serial numbers are not entered in multiple receipts, while still allowing the same lot number to be received in different receipts.Could you kindly clarify if there are any existing validation configurations or methods in the system to prevent duplicate lot/serial entries in Purchase Receipts? Additionally, I would appreciate any guidance on how to handle this scenario effectively. 

I am hoping someone can suggest something for this rounding issue in PO Receipting. POs are normally in Purchasing Units, but Drop Shipment POs created from Sales Orders are in Selling unit for some reason.  So create a PO with UOM of EACH and Qty 2 for an item set up like this. Then create the PO Receipt from the PO. The receipt qty is correct by there is a decimal open qty calculated. You have to do a second PO Receipt for the remainder. Is this really necessary? Even if you increase company qty decimals you will get the same problem in the last percentile.    

Sales Order - > Create Purchase OrderIn the Create Purchase Order screen , click ‘Process ALL’Error: Inserting 'Purchase Order' record raised at least one error. Please review the errors.Error: 'Owner' cannot be empty.       at PX.Data.PXUIFieldAttribute.CommandPreparing(PXCache sender, PXCommandPreparingEventArgs e)   at PX.Data.PXCache.AttributeHandlersSquasher`1.<>c__DisplayClass2_0`1.<To>b__0(PXCache cache, TArgs args)   at PX.Data.PXCache.OnCommandPreparing(String name, Object row, Object value, PXDBOperation operation, Type table, FieldDescription& description)   at PX.Data.PXCache`1.PersistInserted(Object row, Boolean bypassInterceptor)   at PX.Data.PXCache`1.Persist(PXDBOperation operation)   at PX.Data.PXGraph.Persister.Persist(Type cacheType, PXDBOperation operation)   at PX.Data.PXGraph.PerformPersist(IPersistPerformer persister)   at PX.Data.PXGraph.TransactionalPersist()   at PX.Data.PXGraph.RetryTransaction(Action persistBody, Int32 maxRetries)   at PX.

After upgrading to 24R1, it seems that the Total Cost field was removed in 24R1.  What was the reason?  Is this an oversight or is there some other way to get this information?