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Inventory, Orders Management, Warehouse Operations

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Sagar GreytrixCaptain II

asked in Distribution

Change the Lot/Serial Class of an item to any other lot/serial class with different Tracking Method.

We are trying to change the Lot/Serial Class of an item to any other lot/serial class with different Tracking Method. If the prior class was Serialized with Lot/Serial class as "Default" and have tracking method as "Not Tracked" and Assignment Method as "When Received". However, If we try to change the lot/serial class of an item to any other lot/serial class We are getting an error as "Lot/serial class cannot be changed when its tracking method is not compatible with the previous class and the item is in use." We tried with zeroed out the quantity on hand for the item and ensured that there are no allocations for this stock item, but it won't work.How can we successfully change the Lot/Serial Class in this scenario? Lot Serial Issue Lot Serial Class

5 months ago

kokjietanSemi-Pro II

asked in Distribution

Access Rights for PO Receipt lines - Delete but no insert?

Hi,We would like to disable the access to the (+) button for manual addition of new lines in Purchase Receipts. All lines should be linked to a PO.However, we do not want to take away the (x) button for deleting lines, since the Purchase Receipt may require amendments after being created from the Purchase Order.I have not been able to disable the (+) button without also disabling the (x) button, as the Delete access right also gives access to creating new lines. Any ideas on how to implement this restriction?

1 year ago

edgarrodriguez23Freshman II

asked in Distribution

Screen Stock Items Duplicate

When I see the Stock Item screen my items get duplicate.

1 year ago

steph23Jr Varsity II

asked in Distribution

Sales price worksheet error when processing the field UOM

We are trying to extract and update the base sales price using either ‘Sales price’ or in the ‘Sales price worksheet’ then using the copy prices option. When we click on the ‘create worksheet’ or ‘copy prices’ we get the below error:An error occurred during processing of the field UOM value LENGTH Error: UOM 'LENGTH' cannot be found in the system. Please verify whether you have proper access rights to this object.We have tried to change the UOM for the rows with Length but we just get the same error but with the UOM we changed it to mentioned.Any suggestions?

1 year ago

kavindaj24Freshman I

asked in Distribution

Logging credentials of Purchasing Manager of U100 data set

Can someone let me know the logging credentials of Purchasing Manager of U100 data set? Thank you in Advance

3 years ago

bscott68Freshman I

asked in Distribution

Warehouse Management - Receipt process UOM. Show the qty received in receipt UOM AND base UOM

When receiving on a handheld in Acumatica (receive and Put Away). There is not the ability to change the unit of measure. That would be fine - except that we find that the quantity shown on the handheld as received always show in the base unit of measurement and not the received unit of measure. This is confusing to our warehouse staff.Does anyone know if there is a way to expose on the handheld the quantity received in the purchase unit of measure - in addition to the base unit of measure?

2 years ago

BORUCHFreshman I

asked in Distribution

discount based on a set of rules

Hi allIs there a way how to set up a special discount for a certain unit of measure, but it should only give that discount for a particular customer price class, also even if that customer is part of a that price group class ,if that particular customer get a standard invoice discount of let's say 20 percent it should not give that unit of measure discount I don't want the customer to double dip or for example if a certain customer has a special promotion running for a certain date period even though he is part of that price group he still shouldn't get that unit of measure discountis that a possibility Thanks

8 months ago

bigilFreshman II

asked in Distribution

Option to View the Inventory Level of other Warehouses.

We have multiple companies with different warehouse. Users are restricted to their own companies/WH . But for the Stock Availability checking we should be able to View (Only View) how much stock is available in other warehouses. How to achieve this without creating separate User Name.

1 year ago

nasirh85Freshman II

asked in Distribution

How to display both Notes in Report (Header) and Details grid as well

In Shipment Screen if user will enter Notes at the Header of the Screen and in the Details Tab of the Screen as well It should display the Notes of Header as well as Grid. Both Notes should display.How can we display in the report?

1 year ago

kevinheng21Jr Varsity II

asked in Distribution

Prepare Invoice in Shipment

When I prepared invoice in shipment I got this error: Another process has added the 'ARInvoice' record. Please try again.

11 months ago

michellehesketh58Jr Varsity II

asked in Distribution

Conditional sales order invoice form based on order Type

I have a customer with a very highly customized Sales Order Invoice form and needs to find a solution for improving the performance of printing the report. The customizations are specific to an Order Type - format 1 prints for “RO” orders and format 2 prints for all other order types. Creating 2 unique report formats is one option however we would like a solution where the system automatically selects the correct report when the print action is selected.Please let me know if you have any ideas.Thanks!!Michelle

1 year ago

amitr70Jr Varsity III

asked in Distribution

Pick Pack Ship - Update recieved / picked quantity in details grid

Hi All, This is my first customization in acumatica. I am an absolute beginner to this. My requirement is as below:I need to update the default scan qty from 1 to 0 in pick pack ship and other similar forms( both web and mobile app). Currently its getting populated with 1 as default value. Please help me on this, how to do this and where to start with. If this was a customization in base code, it would be easy to do so, by grabbing the development branch and setting a debugger to find out the flow. Since this has quite a different approach whichis new to me, so getting hard time to figure out.Any reference to the or something similar are really appreciated.

4 months ago

FarhanaM60Freshman I

asked in Distribution

Version-21.115.0017

Hi,I have done Custom in Purchase Order ScreenIn POLine level am trying to update Curyunitcost according to InventoryID -(Stock Item screen-Valuation Method-Specific)equal to 0it is updating but in header order total is updating with the price cost which is defined in stock items screen..From Where it is getting updating am not knowing..Please Suggest me with the Proper solution

2 years ago

jwarrenVarsity II

asked in Distribution

Process Orders - Create Shipment (Automation Schedule)

Are we able to set up a Create Shipment automation schedule that creates a shipment based on the sched shipment date/request date earlier than the actual shipment date? Ex.Sched Shipment Date/Request Date is June 20th.We want the shipment to be created on June 18th with a shipment date of June 20th. So when June 20th rolls around, we just have our warehousing team confirm the shipment on its way out. I’d expect this to be easy to set up but seems as though this processing screen only works on the day of shipment? I must be missing something here.

1 year ago

markpochFreshman I

asked in Distribution

Different Replenishment Settings

Hello,Does Acumatica allow for different warehouses to have different replenishment settings?For example if I have a MAIN warehouse and stores in City A and City B can I set the min/max replenishment to different values for each city?Thanks!

1 year ago

lawsontJr Varsity II

asked in Distribution

Update Matrix Items: Select Fields

We’d like to “Update Matrix Items” with the attribute values that we’ve added to our Template Items. We learned, after selling some items for free, that it also over-writes the default price with the 0.00 from the Template. Our Matrix Items represent sizes and are each their own price, so we’d like to NOT update the price when we use the “Update Matrix Items” function. Is this possible?

2 months ago

dougmcbride79Semi-Pro I

asked in Distribution

How to add outgoing shipping to cost of goods

How can we add outgoing shipping to cost of goods?

6 months ago

AleciaJr Varsity I

asked in Distribution

Location 'MAIN cannot be found in the system

Good day, We are receiving an error ‘location ‘MAIN’ cannot be found in system’ occasionally. Any guidance on how to resolve the error will be appreciated. Kindly see attached a screenshot of our request and response logs. Kind regards.Alecia

5 months ago

mbowen16Freshman I

asked in Distribution

Invoice Preparation Automation

In order to automate the Prepare Invoice process in Process Shipments I need to be able to filter for a specific group of customers. Unfortunately Customer Class is not an available filter, so I am wondering if anyone recommend another way of achieving the same thing ?

2 months ago

JyutrzenkaFreshman II

asked in Distribution

Shipping to Puerto Rico

We are using the integrated shipping connector within Acumatica. We are having inconsistent challenges when attempting to ship to Puerto Rico. I noticed Acumatica has a setting where the country can be PR (which does not make sense). I am curious how others are able to ship via UPS and what information we need to input. The error we get is either - no international information is entered, or incorrect zip code.

2 years ago

cwilliams23Freshman I

asked in Distribution

Return to vendor of an Issued item through the Purchase Order module only.

Is there a way to remove/reverse/delete an Issue so that we can return the Lot Serial number. Most of the time we do not receive the vendor credit memos until after we have Issued out the purchase order/po receipt. And we don’t use the Sales Order System - which has a RMA function but is not useful to us as we issue PO’s directly to the vendor. Also, is there an option to return to warehouse or vendor? We are trying to balance our inventory and making manual adjustments is not an option as we are very large company with hundreds of parts. We are new to Acumatica and any assistance is greatly appreciated.

11 months ago

jwitterFreshman I

posted in Distribution

Order Picking Frustrations

There are definitely some issues with batch picks and order picking in general... I have learned that Acumatica has limitations for this functionality such as changing locations on the fly and it also does not pick from locations with the larger/exact qty… My biggest frustrations from an operations standpoint: Unable to change locations on the fly when using scan guns for picking. (We write down on the pick list where it is pulled from and change it on desktop pc when confirming the shipment) When batch picking you can not edit shipments attached to the worksheet (If we are out of stock or short a qty on one order, you have to delete the entire shipment from the worksheet to make changes) When picking orders Acumatica only sends you to the highest priority location, or the location numerically/alphabetically first and not to a location that holds the exact qty(Example: I have a line item for a whole pallet of an item let’s say 30 eaches and it wants the picker to select partial qty

5 months ago

YLKFreshman I

asked in Distribution

question of inventory ID

Hi Sir if we would like change inventory ID for certain part #. All the information are same and only change the inventory ID . How do we make the change in system? example from inventory ID : ABC change to XYZ

1 year ago

rohansa15Freshman II

asked in Distribution

Updating the incorrect inventory ID

Two stock items have the incorrect inventory ID. TT1000BLK and TT1000GRY should be TT1000DBLK and TT1000DGRY respectively. Production orders have already been created using these incorrect IDs.I know I can create an entirely new item with the correct ID and change the formula. However, is there a better way to do it so the accounts that have a production order already created will not be affected?

1 year ago

maxp78Freshman I

asked in Distribution

Streamlining order to invoice

HiDoes anyone know how to streamline the order to invoice process, for multiple orders at a time? Basically I want to be able to do the Quick Process action (create shipments, print pick tickets, create invoice, print invoices, post to IN and GL)for many orders at once.

2 years ago

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