Distribution

we are trying to do our physical inventory count for year end.  we have about 9 count that when we try to complete we get the error “Unable to create adjustment for line ‘121’ Insufficient Qty. on hand for item ‘1234’’ in warehouse’  this warehouse hosts all our truck, so each truck is a location and all have the same part numbers.  i understand that as a whole based on the book qty the adjustment will cause the that item to go in the negative.  The solution would be to update one of the other trucks with this sku that would make this sku go positive first.  The problem is that we don’t know what truck that would be, and if we did, we get the same error with a different sku. it there for becomes one big circle with the same error. My only thought now is to make an one big adjustment dated before year end to every truck by adding 1 item of every sku to each truck, then update the physical inventory count to hopefully bring the inventory back in line. Any suggestions would be appreciated

Hi everyone,May i ask for your help/insight with regards to this kind of inquiry in Sales Order > Shipment moduleScenario:I got two different SO transactions(SO#014067 & SO#014068) in one Shipment transaction, then I made the first shipment  of SO#014068 all the way to invoicing and payment of it, then the status of shipment transaction is Partially Invoiced.Now, my question is how can I edit the Shipment QTY(because I want to ship some SO lines in a partial) or how can the CORRECT SHIPMENT field can be use in this kind of scenario?Please any insight will be appreciatedPlease see screenshot for your referenceggil SO#014067 014068 Shipment # 002064  

We ask customers to prepay for inventory items but not freight or tariffs.  Is there a way to include shipping on the Sales Order but not force the customer to pay for it till after delivery?

Can anyone assist with why this error is occurring in our our system? We are two years into implementation with SWK Technologies and are still having basic errors like this pop up as we demo the system.  An error occurred during processing of the field Location value WARRANTY IN Error: Selected Location is not valid for receipts.

I have an interesting scenario, and I’m not sure if there is a broader need for this, so I’m not posting it as an idea. We have different types of customers, i.e. Wholesale, Retail, Online Marketplace.When we buy stock items, we estimate how much each type will sell over the period we’re buying for. We want to be able to restrict the amount they are allowed to sell before replenishing their stock level. Example, we buy 300 of an item monthly, the estimation is that each division (type of customer) will sell 100 in that period. Then we get a big order from a wholesale customer that depletes the wholesale stock and some of the other stock. Now our retail locations won’t have enough, and it hurts their sales numbers. We’re currently developing a custom solution for this but would love to hear what others think. Having different items in Acumatica, or hard allocating for a specific customer, or having different virtual warehouses won’t work for us, as it would greatly impact our warehouse

Hello,Trying to deactivate a warehouse and it gives us the Unreleased Transaction error.  Can’t seem to find any transactions related to this warehouse.  any ideas?  Thanks in advance! 

​I wanted to share some code with you all, as I have not seen too much about adding custom actions into the SO Quick Process workflow. We have a custom requirement to set a shipment as delivered before it can be invoiced. I have added the workflow status of Delivered to Shipments, and updated the prepare invoice action to require the status of Delivered, and not Confirmed. We may have shipments picked (confirmed) and sitting before either truck delivery to the customer, or hold for pickup. My workflow customization works great, but we want to add the ability to set it as delivered on the SO quick process screen if it is a “counter sale.” Customers would walk into one of our stores and purchase items and walk out with their products. We use shipments for our DOT paperwork and other customizations, so it is not a order of type cash sale, but a normal sales order. I was able to add a “Set Delivered” action to the quick process, and the workflow has been working flawlessly.This is done by

Client is on 2024 R1.I have an SO line for 40 units of an item. There are none in stock.The item has a min of 50 and a max of 100. Prepare Replenishment tells me to order 140. I decide to order just 100, which will leave 60 for stock. I create the PO.I subsequently decide to Mark the SO line for PO and link the 40 units to the PO line for 100 units.This action changes the entire PO line from “Goods for RP” to “Goods for SO.”When I rerun Prepare Replenishment, the system tells me to purchase 100 because it’s not recognizing the extra 60 on the existing PO because of that flag.Wondering if I’m missing something in setup or is this just a shortcoming of how Acumatica handles this?

Hi! I have this adjustment transaction that was auto generated from landed cost that is not defaulting in the lot number although the item is lot tracked, fifo and a lot # was assigned on receipt. 

Hello Community. I am looking for someone (Subject matter expert) that can help hand hold our purchasing and operations department whilst we implement the DRP within Acumatica. Is there anyone out there that charges by the hour to help two of our staff members set up all the purchasing forecasts and business events to automate what is possible and make the stock management as efficient as possible. This will have to include training on using a dashboard to manage the overview and to have a daily and weekly summary to send to the directors for their insight.In the near future we are seriously also considering integrating with a 3PL company for storage and we will need assistance with integration with their system via API’s.any recommendations, guidance or contacts appreciated.

I am sure this is a basic question, but I need to add some steps when releasing from Risk Hold.I copied my Release From Hold commands and changed it to ReleaseFromRiskHold.  Visual Studio Acuminator message:  The signature of a method with the PXOverride attribute must match the override method.I went into the Customization Project Code to have the system create the extension code for me.  I did not find ReleaseFromRiskHold as an option.   Code:public delegate IEnumerable ReleaseFromRiskHoldDelegate(PXAdapter adapter);[PXOverride()]public IEnumerable ReleaseFromRiskHold(PXAdapter adapter, ReleaseFromRiskHoldDelegate BaseMethod){    // my code here    return BaseMethod.Invoke(adapter);}Thank-you.

besides the customers screen , sales order screen (shipping tab and also line detail) and shipment screen (line detail) , where else the shipping rule is defined?

Is there a way to print a vendor bill or a cash purchase with all line item details for that matter? We pay our subcontractors but they don’t submit an invoice to us, so they need to be able to see what line items we paid out for on each check that we print. It seems like the check only shows the bill # or bill description with some report modification. 

There are times an invoice is created accidentally and we need to reverse it but, for customers with Credit card terms, if we try to reverse an invoice, we get the error in the screenshot attached stating the customer does not have a braintree method set up. We do not want to refund the customer, just to reverse the invoice. This customer in the example screenshot pays with cc but he does not store his cc when he places orders, so we cannot set up a braintree profile for him. In these situations, how do we reverse an invoice for a customer with credit card (BPP) terms without having a braintree profile set up?  

Can we set up Acumatica to only allow the printing of a Shipment Confirmation once the Confirm Shipment button has been pressed, and not before?

Hello, We are running into an issue where, when we manually update the Alternate ID on a SO line item, this change is not always saved by the system. This can happen even if the alternate ID is blank. However, this error is not easily reproduced and seems to happen at random. Any ideas on what could be causing this behavior?   Thanks!

Where in the access rights by user list will I find the option to disable certain user roles from being able to release sales orders and invoices from credit hold?

In sales order I have the freight cost but freight cost is 0 in both shipment and AR Invoice.   

Hello,I wanted to add a custom column in SO3030PL that any invoice due date smaller than today’s date plus 5 days and the status of the invoice is “Open,” then it should say Past Due, otherwise it should say “Current.” Here is my IF statement that is working normally without considering the invoice status:=IIf([ARInvoice.DueDate] + Day( 5) < Today(), 'Past Due','Current') I just need help on how to add the invoice status to the statement. Also, I could not name the column. 

I have a sales order which has partial shipments.  My understanding is that If something in the order has shipped but not everything in the order has shipped, it should be in backorder status.So in this case the SO should show as ‘Back Order’, instead SO shows status as ‘Open’.   

We often have purchases orders which will have multiple shipments going to many different addresses (warehouse, jobsite, hotel, contractors), depending on the current situation. We don’t know where each item will be shipped when we set up the PO, and I don’t see any functionality to handle this though the ship to address anyway. My team’s request is to have a field on the line item to note where product will be shipped (not full address), and also a field for the tracking information. I searched and did not see anything that dealt with this particular issue. It seems like the only option is to add two individual text fields to the PO detail line that can be extracted for reporting and research.I don’t believe the line note function will be adequate as each would have to be opened individual when you are in the PO. Has anyone else had to deal with this and come up with a solution? 

Hello,During the purchase receipt process we sometimes update the prices because during the time of PO and Receiving prices can fluctuate a little.  Is it possible to maintain the new updated prices for future orders after updating the prices. Thanks!

Hello,Is there any way to not include the PO open order quantity in the available quantity on sales order ? For example, we have 2.28 CS of this item on hand, but the system shows 6.28 CS available because it included 4 CSs from open purchase orders that have not been received yet.  

Is anyone currently using Big Commerce B2B version successfully? I would love to meet and discuss if so. We are experiencing a lot of issues with the Business accounts and contact synchronization and I am curious if others are as well, or if you found solutions that are successfully working for you.Would love to connect! 

We have several business units, setup as branches, which share numerous customers and vendors in common.  We are looking for a way to control which customer and vendor discounts are applied based upon the branch of the order. For example, Branch A is extending a 25% discount to Customer A; Branch B is extending a 20% discount to Customer X.I understand that Acumatica uses a 2-factor matching strategy and our current customer discount setup is ‘Customer and Item Price Class’.  Does anyone have a manageable method that might help extend differentiation to include Branch?  We have hundreds of discounts and 7 branches (currently) that we would need to manage.TIA!Eric