Distribution

Getting an Error at the time of releasing the inventory receipt document.Error Code is like “caused cost to quantity imbalance”

Hi, I want to send an automated daily email of daily receipted stocks from Acumatica. I need them to be broken up between companies/branches and by item class if possible. Business event is what I am thinking, but I’d like to get your thoughts on how you would do it. Any recommendations are welcome 😊

We are having trouble with Native Acumatica, and want to see if there are any options. We receive a lot of items in Sea Containers. Multiple orders are put in to a container shipment when they are all ready to ship.Our typical work flow to place an order is:Place a main order for a container of products. We will call this PO-001. Maybe this PO takes 90 days to prepare for shipment.  During this time, we will add PO’s for smaller items, generally repair parts. So let’s say that during the time it takes to get PO-001 ready, we make PO-002, PO-003, PO-004, and PO-005. Now PO-001 is ready to ship, and most of the other open PO’s (PO-002 through PO-005) are also shipping in this sea container. But sometimes, one or 2 items will not be ready in time to make the shipment, so it will still be left on order for shipping at a later date. Our people need to see an accurate delivery date and tracking info for this shipment, and need to know that all of these shipped in the same container. So right

Wondering how others have dealt with this in the past or if there is an option or way through low code no code options to handle this - when you are shipping in Acumatica there is no requirement to pack the items or pack the shipment in full. This can lead to data and reporting not really making sense especially when things like EDI or other integrations are involved. We would like to ensure that when someone is shipping that everything that was picked on the order gets packed into packages, but there is not currently a way to set this up.It seems like something simple that there should be an option for this already. How have others handled this? 

Hi Team,I have noticed that in sales price worksheets once it is released, we are not able to make adjustments to it. However, when we click on ignore automatic line discount (Which is selectable though the worksheet is released) the entire worksheet is put back on hold for edits. Can anyone please explain to me what the intended functionality of this check box? I have tested with this and if we delete the worksheet and it doesn't remove the released prices in the sales prices form but this seems problematic for traceability. Thank you in advance on any thoughts. Warm regards,Yasali

The AP Bill is generating a warning stating that some bill lines differ from the corresponding lines of the related Purchase Order. We have verified that the PO, Purchase Receipt, and AP Bill values are consistent, including the quantity, UOM, unit cost, amount, and PO line linkage. However, the detailed warning for the related PO line shows an Unbilled Quantity of 0.00 KG and an Unbilled Amount of 0.00 CAD, with a unit cost of 4.2000 CAD per KG. What else could be the reason for this. ?

Advanced Kitting Boost your sales with bundles!Acumatica’s Advanced Sales Order Kitting capability is designed to streamline and optimize your sales bundles. This feature improves visibility into non-stock kit components and inventory availability, and significantly boosts profitability by enabling better control over pricing and margins. It streamlines the order entry process, allowing customer service representatives to customize sales orders and packing lists, which leads to increased operational efficiency and a superior customer experience.  Additional highlights of this solution can be found below.Be a part of our Acumatica Labs Program to implement this innovative solution and help shape the future of sales order kitting! If you’re interested in participating, please complete this short qualification questionnaire.  Update: We are no longer accepting new participants for this program, and the qualification questionnaire has been closed. Thank you to everyone who expressed intere

The PO receipt screen used to show the $ of the receipt so our purchaser could verify both $ and qty.  Now only the qty is there.  Why was the $ removed and can it be included again?

OK, this one may sound off the wall but bear with me.  The WMS Screens like Pick/Pack/Ship, Scan and Count, etc. in the mobile app (as well as the web page versions) have sounds they play on successful and not successful scans.  I just call them “Beeps” (good) and “Bongs” (bad).We have a mix of serialized and non serialized product.  And sometimes we have product that the vendor serializes but we choose not to.  When we are doing WMS operations, our crew aren’t always looking at the screen; instead they’re scanning item after item.  And so we’ve had plenty of times when operations like counts have created new serial entries, because they scan product 1234, which expects a serial, but they instead scan the next product 1234.  Or they scan product 5678, which isn’t serialized but has a serial number field on the box which they scan as the next product.  They get a Bong and wind up rescanning the first 5678 again, increasing the count.It would be great if we could replace the sounds and i

We are using MRP as the Planning Method and Inventory Planning Exceptions (AM403000) as the purchaser’s daily exception screen.Our system-wide Stocking Method on AM100000 is Reorder Point.Here is a representative purchased item:Quantity on hand/available for shipment: 4,250 Open sales-order demand: 17,000 Open purchase-order supply: 23,500 Reorder Point: 10,750 Safety Stock: 0 Min. Order Qty.: 250 Lot Size: 250 Max. Order Qty.: 0 By quantity and date, the existing supply covers the customer demand. The lowest projected balance is approximately 2,500, and the ending projected balance is exactly 10,750.  However, AM403000 produces Expedite exceptions against nine PO lines totalling 18,500 units. It appears that MRP is trying to restore the full reorder-point quantity as early as possible, rather than distinguishing between:Supply that must be expedited to fulfil an actual customer order on time. Supply that is only rebuilding inventory toward the longer-term target. This makes AM403000 d

In SALES ORERS/ TRANSACTIONS SHIPMENTS. Whether the shipment is unpicked, picked, or picked an packed there is a function when you used to be able to  “correct the shipment”. This feature now just returns an error, and locks the order up. If you don’t wish to finish the shipment and send to invoicing, you can’t change how the product was packed into boxes, you can’t put it on hold and delete the picklist (which allowed me, formerlly, to then delete the shipment) So reverse the order through all it’s steps, after the picking was confirmed, to delete the picklist, then the shipment. I now have a bunch of orders tied up like this due to user error (error confirming before finishing picking and the like, you know human stuff, and now cannot correct the errors.  It is super frustrating. So far I waited a week for acumatica to respond to my software vendor SWK’s issue, as the error that Acumatica was generating says “ERRORS HAVE OCCURRED” and correcting the shipment fails, the picklist doesn

For new customers the Default Payment Method is set to Acumatica Pay and works. However, I have over 100,000 customers with defaults set to Authorize.net.  I need to change them to Acumatica Pay as the default when an Acumatica Pay account does not exist for the customer.I created a GI that selects the correct customers.  I have tried the import scenario a couple of different ways, with none of them working.<Line Number> line was used to set Authorize.net as the default when we first got on Acumatica.  I do not know how to get the Line Number for the Acumatica Pay method.PaymentMethod table PaymentMethodID = TXACUCC                                    PaymentInstanceID = 58452Either way I run it the default is set to the first payment method which is the default cash option.Please Help. 

Hi all,So, I’ve been experimenting with Vendor Locations. A Vendor can have different locations tied to it. Is there a way to have the same items but with different pricing under each location so that a purchaser can simply select the right location and Acumatica will load in the correct pricing?We have a vendor whom we order from the factory at one rate and from their US warehouse at another rate. Same items, different locations, different pricing.It’s weird in that when I go into the ‘Vendor Inventory’ screen, a checkbox called ‘All locations’ exists that you can check to ensure pricing is the same across all locations, but I don’t see a way to change individual location pricing for the same item.Joseph

Is it possible to set the default on the Copy Order action dialogue box to be unchecked? Thanks in advance,Laura

I’m encountering an issue when creating a PO from the Inventory Planning Display screen. The demand is being generated for a specific Project. However, when the PO is created from the Planning screen, the Project field on the PO is defaulting to Project X instead of inheriting the actual Project associated with the demand.I’m trying to understand whether this behavior is driven by system setup/configuration or standard Acumatica functionality.Is there any setup or configuration that can prevent the PO from defaulting to Project X and instead carry over the correct Project from the originating demand? 

Trying to figure out how I can enforce entry of a lot mask of format NNNNN/AAAANNNNNN-N where N is numeric and A is alphanumeric. We will receive the AAAANNNNNN-N part from a vendor and after performing inspection of the product will prefix it with NNNNN/ denoting that it’s an inspected received part. None of the parts of the lot number are auto-incremented, and there seems not to be a way to define the length of the segments, or the acceptable data for the segments. Is this possible to achieve without customization and if so what am I missing?

Hi there,We have a client who completes a monthly material stockcount, but they have distributed sites and often the stock count sheets aren’t received until the midway through the next morning or even a day later i.e., 1st/ 2nd.When the PI Counts are entered in Acumatica, it is hard-set to force the day of the count being the system date i.e., the current local date, and there is no way to adjust this from my understanding, unless going down the customisation route. This obviously causes issues because the count sheets will all be say the 31st of the month, but Acumatica will be calculating the balances as at the date of entry i.e., the 1st/ 2nd, which can causes Acumatica to attempt to incorrect adjustments.Is that correct, and/ or has anyone seen any way to handle the above scenario?  Thanks in advance.B

Hi, How to delete UnAssigned Locations lines in Inventory Summary. In Inventory Summary data is not saving through direct tables.Can anyone Suggest me how to delete UnAssigned Location from Inventory Summary.Thanks,Giri.

Looking for options on how to handle this scenario. I need a way to send an attachment that is sitting on a purchase order when PO moves to open status. Any ideas on how to accomplish this?

I’m going live on Acumatica 8/3 (leaving DDI after 20+ years). We're an inventory-based B2B wholesale distribution business with our own fleet of delivery trucks. Since it’s cloud-based, I’ve been eager to see how much functionality we can get out of the mobile app…….my preliminary evaluation of the app is that it seems to have limited transactional functionality, but I’m eager to hear from folks in the community (especially users with their own fleet of delivery vehicles) how they leverage the app. Can the native app be used by delivery drivers for proof of delivery purposes? Is there signature-capture functionality in the app? Thanks.mikeSanico

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.