Distribution

We have merged 3 companies together in one instance for the same stock item list and range. Our historical data had incorrect costs in the system and incorrect UOMs and conversion factors. this has all been changed now and the reports going forward are going to be better. Is it possible to correct the historical data to get better sales and margin analysis. we are sorted going forward but we have minimum of 4 months of bad data that the costs and margin need sorting on.

Hey there, I have a clunky process that I’d love to get thoughts on how best to improve: Shipment confirmation emails for some of our order types.I’ve always been confused by Acumatica’s out-of-the-box “Email Shipment” Action on the Process Shipments screen. There are some major defects to it:When rows are processed, they don’t drop off the queue. So you cannot schedule this screen, at the risk that the same email could be sent more than once (which is a bad customer experience). Rows drop off this screen once the shipments get invoiced. So if they get invoiced prior to getting emailed, we’ve lost our window to email those out. Can the email template associated with this process action capture all the necessary fields that we want to include in our email? Tracking numbers, tracking URLs, etc. I honestly don’t know.So I guess Business Events come to the rescue...except:They are notoriously frustrating to get working properly. They may just choose not to work and you don’t know why, lol.

Does anyone know how to print SOs with the status of shipping or backordered? ACU seems to lock it down when the SO is in these two statuses. 

We set up an “Approval” process for Purchase Orders, But after we set up a purchase order approval in Acumatica 2024 R1, everyone can still print and send the purchase orders even if the assigned approver has not approved the purchase order.  This seems wrong.  Our VAR has told us the solution is not take away the rights to print or send the Puchase Order from the our purchasing person.  The issue is then the purchasing person who creates our Purchase Orders cannot send Purchase Orders to the Vendor after the Purchase Order is approved.  THis seems wrong. We think the Acumatica purchase order approval process is broken or not set up correctly  Any advice or suggestions would be greatly appreciated. 

Company currency is USD, I have created a sales price list by mentioning customer and their currency ExampleSales Price WorksheetItem A - EUR - 10 After I have released the price list, system still picks the default price (USD) from stock item instead of customer price defined in Euro in Sales Price. Will Acumatica support different currency in Sales price other than base currency ?

IN Error: Due to inventory item allocations, the available-for-shipping quantity of the Inventory ID lot/serial number of the Inventory ID item will become negative. Reduce the allocated quantity by 1.00 EA before releasing the adjustment. For details, see the Allocations Affected by Inventory Adjustments report. I get the above error for doing an inventory adjustments after cycle count.

The situation is there are inventory Status and processes that need to run Monday-Friday several times per day and between 7am and 7pm. They do not need to run overnight or on weekends, Other than setting up weekly schedules for each time and activity (roughly 160 to go that route) is there a way to have the daily controlled like the weekly for days of the week. Has anyone tackled this  ?

Hello,When I go to shop for rates, I am receiving this error -Autopackaging for UPS resulted in zero packages. Please check your settings. Make sure that boxes used for packing are configured for a carrier.CarrierRequest.Packages must contain at least one package. I have autopackaging turned off in the features, and I have created a package on the shipment. All ship vias have the packages. What could be causing this?

hello all,I have recently imported vendors of multiple branches and i am now looking that the employees of Branch A should only have access to vendors of vendor Class A. I tried to setup the restrict visibility to = Branch A but still the employee is able to see all the vendor records, even if that employee only has access to branch A. Any suggestions on this? or shall I setup restriction groups?

We converted 500 items from Non-Stock to Stock without any issue. However, one item is throwing the following error: SO Prepared. How do I know where to go to fix? The error is so vague.  

Our Customer want to reverse inventory that has not been invoiced, however the shipment returned.We can reverse the Inventory by placing return orders in Acumatica.Create a Return type of orderStock Item is Lot tracked item.On the Sales Order, the option to add Invoice Details exist. On this screen it only give an option to add Lot Inventory items that has been issues with InvoiceThe customer has not been invoiced. On Shipment the Update IN action complete (It post the Inventory GL transaction)To return the Lot Nbr Item it will help to get the correct lot number from the Sales Order.This does not seem to be possible as I cannot link the Return order to the Sales OrderWhat do I miss? Is there another method to return Lot number stock that has not been invoices, but the Stock movement  GL is complete?From the Return Type order we proceed to the Shipment type as a Receipt.Create Receipt for this order (From Actions)It will create shipment type as a “Receipt” and then click on Update IN (I

Hello, Is there a way to not allow the system to allow us to over pick an order? If an SO line is 10 items, then no more than 10 can be scanned / picked  etc. We currently use the Fusion WMS and have been seeing this as an issue periodically.  Has anyone experienced this or if there is a setting that controls this?

Is there a setting I need to look at?  Or is it that the system wouldn’t allow to ship anything prior to the schedule Shipment date unless I adjust it to the current ship date?Thank you

When an Assembly is Disassembled, are the Component Parts returned to Inventory?I ask because I don’t see a certain component part back in inventory after completing a Disassembly. 

Hi,In the sales orders screen, the “Print Sales Order” button is disabled when the SO is in backorder status. Does anyone know what is the reason to disable the report when the order is in the back order status?Thank youmDulanjana

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Hi! is there a way to reserve inventory for customers without sales orders? I’m familiar with sales order allocations and transferring inventory to location holds but was wondering if there was another way. The business case is when certain product is low they need to set it aside for priority customers.

Is there a way, or a setting somewhere in ACU, to make it so a packer who is working from the mobile app can shop for rates and select the shipping method. Or is this only a function that is available on the web version of ACU?

We had a GI that would give us the Inventory ID/Descriptions, Last Cost, and Price Class/Price. Now it is not showing any information. When you first open it, you get the Correlation Name error listed below. Then 3 of the “Results Grid” are now showing to not be correct. Anyone able to help me fix this? Thanks in advance 

Hello,QTY on Orders is available for normal POs.  Help indicates this should only be available for Blanket POs.Does this serve any purpose on a normal PO?  It seems either the documentation below is wrong or Acumatica is functioning incorrectly as this is available for a standard PO. 

Hello Community!I’m curious if anyone out there is currently using Acumatica or a third party software that integrates with Acumatica for Bulk Truck Loading operations?  We’re a company that has a division that loads bulk materials into customer’s trucks on our site. We also have a rail spur we do bulk loading from. I’ve seen several solutions for fleet management but this isn’t our fleet and we’re not managing the trucks after they leave our facility.  We currently have a home grown application we’ve used for many years that we’re looking to replace with Acumatica and/or a natively integrated solution.Some key things we’re looking for:Scheduling Customer Pickups (Day and Time by Pickup Number) Truck / Customer Tracking per  Matching Pickup to Order/Shipment Rerouting Shipments to alternate customer locations Scale Operations Rail Operations (Multi-car and Multi-destination) BOL Creation Price Management by Customer / ContractIf you know of a solution that could fit all of these into a

We are considering the LightSpeed internet telephone service with the Acumtica integration.  Can anyone tell us his or her experience with the LightSpeed and the Acumatica integration?  

I’m trying to better understand the cycle count process using the ABC codes.  I understand how to set the counts and allocate the percentages, but I want to understand what date the system is using as a starting point for the calculation.I’m not able to find anything that can tell me what date is used or how we can modify this date.Does anyone have any insight as to where or how I can find this information?

Hello! We are not able to create shipment with this error, I have read a couple related topic posted in community but still not able to solve this. Any ideas on where I should check and what I need to do to fix this issue? This is a shopify order type we are working with and trying to create. Thanks!