Distribution

This appears to be a bug unless someone can help explain what is happening (and possibly how to avoid) I am attempting to add a 2nd UOM for a group of items purchased from our default vendor. Typically we might buy an item in a 100 unit case but the default vendor offers the same item in a 200 unit case as well.  When I add the new UOM on the Vendors tab of the Stock Item and click save, the new UOM will be listed with the original one and only the old UOM will have the Default (for Vendor IsDefault) checkbox checked. However, if you refresh the page you will discover that neither row has the default checkbox selected!The item no longer has a default vendor?! How? and why?  If you try to add the new UOM from Vendor Inventory (PO201000), you get an error “An attempt was made to add a duplicate entry.” even though that page is capable of displaying and editing multiple entries Is there an easier way to load this data without removing default vendors from our items? 

I’m a wholesale distributor with my own fleet of delivery trucks and daily delivery routes. Is there a way in Acumatica to sequence individual shipments so they appear on the Truck Manifest IN THE SAME ORDER in which they would be delivered? OR since the Manifest is generated from a Picking Worksheet, is there a way to sequence shipments on the Picking Worksheet? Thanks.Mike PetersSanico, Inc.

We have a large customer that places multiple orders per week. Since the customer has central receiving we think it will make the most sense to create a bulk Batch Pick List for picking purposes. However, the delivery route that services this customer INCLUDES SHIPMENTS FOR OTHER CUSTOMERS as well. These “other orders” would be on a separate Pick List, and hence a different Picking Worksheet and Truck Manifest.In this scenario, Is there a way for us to create a Batch Pick List from one set of shipments for picking and then re-create another Pick List to include the batched shipments with the shipments for other customers? Or, can separate Worksheet #’s be combined into one Truck Manifest? I’d rather not have our drivers have to carry two separate manifests. THanks.mikeSanico, Inc.

We maintain a few different Shopify store that feed into Acumatica. One of them closed earlier this season and we had one store created to test out some functionality. As we are launching a few new stores we want to keep ACM clean. There is a delete icon in the Shopify stores toolbar but it is always greyed out. Is there a way to delete? 

We set up a prepayment terms ID with the settings to require %100 prepayments for an order to be processed. When using integrated credit card processing for payments, such as Authrize.net, we find that the system will recognize transactions that have only been autrhorized (not captured) as paid and apply it towards the order.See the screenshot of such a payment in the sales order.  Is there a way to overwrite it and it should recognize it only when it’s captured? Below is a screenshot of the terms set up. 

Can we import the historical sales order into the system and Without creating Shipment and Invoice.

Hello, we need to help in getting report using API.From screen, when we click on report button, we are executing some logic and then opening up report. So we would like to know how can we achieve this using APIs.

Do you know what DAC SOShipLineSplit is for and what triggers its population (UOM issue)? I am trying to understand the difference between shipline and shiplinesplit.As an example:Product XX has a base unit of EA and Sales Unit of BOX (5 EA in a BOX). Units are marked as divisible.  PO is EA (so we can’t change the base unit) We raise a SO for  XX: Quantity: 1 BOX Shipping transaction shows XX. Quantity 1 BOX ,the sales unit. On the Picklist form (report) the UOM is set as “=IsNull([SOShipLineSplit.UOM],[SOShipLine.UOM])”.  [I think this is standard]The picklist shows XX with Qty 5 EA to pick (not 1 BOX)(as Shipline.UOM = BOX but ShipLineSplit.UOM = EA) While this is the correct number of base units, we want the picker to send out an unopened box, not 5 individual products and we get mistakes when a shipper (manual picking) sends out 5 Boxes! QuestionsWe did not and don’t expect to ship less than a box (so never 3 EA) so why is ShipLineSplit populated?  Can I safely update the report t

We have two separate companies setup and users are assigned to one or the other. Company A is associated with Warehouse A and Company B is associated with Warehouse B and restriction groups further prevent users from seeing the other company warehouse. However, when using the Next List button in Pick, Pack, Ship, the system attempts to assign open Pick Lists regardless of the warehouse. When it tried to assign a Pick List associated with a warehouse the user doesn’t have access to it throws an error: ‘The ###### pick list has been skipped because of an error. See the trace for details.’ There are no errors in the trace log. Essentially the user has to keep hitting next list and triggering an error until they get to a valid Pick List. Has anyone else experienced this issue/know of a resolution?Actual Error on Scanner 

Hello,We'd like to know if Acumatica offers any rebate functionality that fits the following scenario:We purchase products from certain vendors who offer rebates on specific products when those products are sold to specific customers. These rebates can be either a percentage of cost or a fixed dollar amount, depending on the vendor agreement.The issue we're running into is that Acumatica calculates margin on sales orders using the item's Average Cost, which doesn't reflect these rebates.For example: if a vendor offers a 2% rebate on a product when sold to a particular customer, and that product's average cost is $10, we'd want the cost reflected on the sales order (and resulting transaction) to be $9.80 for that customer, not $10. Our sales price and margin should then be calculated based on that rebate-adjusted cost, not the standard average cost.We're not looking to change the item's actual Average Cost record, we just want to have the order/transaction use the rebate-adjusted cost f

How to Calculate  Landed Cost for  items in Drop-Ship Order . In Normal Practice Yes its Not Possible since drop-ship orders are shipped directly from the supplier to the customer without passing through your warehouse

Hello,Really struggling with this one. Customer uses Crystal reports for a year on year analysis so can do full sql etc. I’m trying to reproduce this below in a GI and this is for a specific customer Where is becomes difficult is that when they go live there is no last year data although we will have a legacy dac and that is challenge when there is no option to do union, has anyone else achieved this ?

I’d love to visit with someone who is using DRP for imports. We import textiles from India and Turkey so we have purchase orders placed, receive goods to an ITR warehouse when we put a container on an ocean shipment, then transfer goods to our main warehouse to fulfill sales orders. Our goal is for DRP to keep the inventory in our main warehouse to a minimum while keeping supply flowing in the purchase orders and containers in the ITR warehouse. Obviously DRP generates a lot of data with the requirement plans, safety stock, planned transfer demand, forecasts, etc. I’d like to hear with anyone who is using DRP and importing goods from overseas using container shipments (no preference on what you use to track containers - just interested in the bulk nature of transfers instead of being able to transfer at any time to meet demand). What tips/tricks do you have to keep this user-friendly for purchasing and inventory management staff? How did you set up safety stocks in each warehouse? 

We are trying to find a solution to alert users that we have shelf-life inventory that is nearing expiration date. Is anyone using the MAX SHELF LIFE field on the Stock Item under the Inventory Planning tab? If so, how does it work? If there are other processes that people are using, I’d love to hear them. We want to be more proactive with identifying product nearing it life span.  Thanks! 

Does anyone else run into the issue of not being able to use non-stock kits because any component that has user-enterable lots cannot be added to a Non-stock Kit specification?If so, what was your solution? This has been a huge pain point for us.

I have setup an approval process for PPV (purchase price variance) in AP Bills.  I’m testing this and no Approval record is getting created: And the Bill is as follows: No approval has been created even though there is a 500 PPV.  Am I missing something?

Hi, we have a sales order for a stock item that has unit cost of 0.4568 back in June 2025, but I can’t find the cost in inventory transaction history. How is this calculated and where is this inherited from? Help please..Item’s valuation method: FIFO This is the UOM of the stock item 

Hello all,I have a requirement where a user would like to create an SO from quote. Is there any automation that we can make use of or any import scenarios?Thanks.

How can I get the shipping address on the Invoice actually match the override from the Sales Order in the scenario below? Have in mind the Shipments and Invoice are generated from the Processing page on a schedule.I have a sales order with direct override of the Ship-to Address.This order then is partially shipped by 2 shipment to that same address. Then the Invoice is generated for the whole order and the address on the invoice is reset to the location address instead.The easy workaround would be to create actual Customer Location before shipping and use it, but that means I can’t normally use the Address Override feature anymore. It seems like the “Multiple Ship-To Address” logic on the Invoice is simply checking the Address IDs and ignoring the fact that it is the exact same address actually.  

Hello, I’m trying to automate the Create Purchase Order Process of my MYOB Acumatica. Though the automation works, it stops with the error, “Owner Cannot be Empty”. I have identified this because, there is no Linked Entity connected with Admin user and hence no Owner is filling on the Purchase Order form. And the field is mandatory. The admin user is not editable even to a full user.  Is there any way that I can automate the process. 

We have Restriction Groups that relate to certain Users seeing certain items. This Restriction Group has worked fine for a couple years. Now it periodically doesn’t work and Users can see items we don’t want them to. We are currently using Acumatica 2025 R1.Is anyone else experiencing this issue? Is there a fix?

I know that if I Prepare Invoice FROM the Sales Order after the shipment and return are complete, I will get a single invoice with both the return and the new item(s).However, that isn’t normal processing.  We don’t want to handle RMA invoicing separately. When we use Process Shipments > Prepare Invoice - we want to hold off invoicing till everything is returned and replacement shipped and create a single invoice (or credit memo if more returned than shipped). Is there any way to force the shipped and returned items into a single invoice?

Hello,We are on Build 25.100.0054.6 and we were in contact with UPS for a separate issue we were encountering.They informed us in their communication the following:“Starting Q3, 2026, the lifespan of OAuth tokens will be reduced from 4 hours to 1 hour. This means your integration must generate a new token every hour instead of every 4 hours to maintain uninterrupted access to UPS APIs. If your integration is hardcoded to refresh tokens every 4 hours, you will need to update your logic”We are wondering if this will potentially change how the carrier is connected with Acumatica and if this change will impact the connection with Acumatica at all?Thank you!

We’re using Pacejet with pack and ship in Acumatica. I’m wondering if anyone is having speed issues like I’m having. It takes about 45 seconds to confirm an order.

We want to use the shipping label that has an extra removable tab at the top.  Fedex wants to see"label_size": "4X6.75_TRAILING_DOC_TAB"We are using the Easypost API and it doesn’t support this size, the closest is regular 4x6.  Easypost supports it but the API doesn’t.  Has anyone managed to use this label size with any of the carrier integrations?