Inventory, Orders Management, Warehouse Operations
- 639 Topics
- 2,156 Replies
The scenario:The company has one large warehouse in the UK and two smaller ones in The Netherlands and Dubai.They supply the other two warehouses from a weekly container shipment.Preparation of the container shipment takes a few days and it is only on the last day when the final goods are loaded in. The Acumatica transfer order is not ideal as a shipment needs to be created before the goods can be picked. Additions require an additional shipment. What seems to be the better option is to create a location in the warehouse called something like “NLD Transfer” where the users can create 1 step inventory transfers during the week. That is the easy part. The next one is the ability to create one Sales Order transfer document for the complete contents of the “NLD Transfer” location.A GI export of the items and quantities into a transfer order will work but is there any other way?Thanks James
Hello everyone!Is there anyway i can change the order of the tabs in the sales order screen?We are wanting to move the “ADDRESSES” tab to be in between the “SHIPPING” tab and “DISCOUNTS” tab. When i look in the customization screen, it appears that the order in the screen editor is correct but it does not display in ACM that way?Any ideas?Thanks! :)
Hi all,I am in the middle of documenting and building out our Opportunity Pipeline Management. My reason for putting this post together is to share what steps I am taking and to better understand what others have done to manage opportunities. Hopefully many can benefit from this conversation…My goal is to have multiple “layers” of Opportunities that when looked at holistically can be used to create a quarterly sales forecast. Since we provide custom and standard products, we will be tracking these through Opportunity Classes per below:New Business: This class is for new business from both new and existing clients Estimating Date: The date the order will be invoiced. We chose invoiced date (as opposed to booking date) so the timing is in alignment with our financial budgeting process Amount: The amount of the first order Attribute fields will be created to track market, industry, product category, Year 1, 2, & 3 projected revenues (this will help forecasting repeat business) etc.
Hey everyone, need a little sanity check here. Everything I’ve read, watched, etc. makes me sure that the Automated Replenishment process consist of starting with the Prepare Replenishment screen (IN508000), where we check items that have ‘Purchase’ as their replenishment source and a default vendor and ‘process’ them. Then they should show up on the Create Purchase Orders screen (PO505000) where we can create the POs. Yet, on our Live site (2020 R1 Build 20.118.0007), only occasionally does one of the items show on the Create Purchase Orders screen and on two test sites (2020 R1 Build 20.109.0032) and (2021 R1 Build 21.108.0032) they don’t show up at all. On the Prepare Replenishment screen, they get values in the Qty. Planned column. If they are not on the Create Purchase Orders screen, where are all of those Qty. Planned items or documents? Is there some setting that we’re missing, because we’ve gone over the end user and partner docs checklist multiple times, or do we have a
I have a situation where kits will be produced in one warehouse then transferred to another warehouse using at transfer sales order. However, when I plan replenishments and don’t have a replenishment method assigned to the kit items in the production warehouse, I cannot get an amount to process in the prepare replenishment grid.I could set up bogus replenishment parameters, but want to avoid that. Any help on planning replenishments for kits? I think maybe there is a gap here. Thanks,Dennis
Hello, I met a case, user miss put 66.2 cases line item on invoice, which should be 66.2 lb. The “real” shipment is 66.2 lb. And AR total is correct. So it is just system document typo error. Then I manually created a credit memo, which is to get 66.2 cases back(virtually) and issue 66.2 lb. Then I found out the IN issues based on this credit memo is automatically released. However, the cost of the returned 66.2 cases is 0. Which I’d like to be the same cost as the sold items. Such as $6 per cases. It might be my mistake, that I just added the credit memo lines manually. I am not sure, if I used the “add return line” function, whether the cost would be input as I expected. But sometimes it is the quickest way to do it, and users are preferring using this way (add lines directly), because it is quick. If I would like the customer return at original cost, what is the best way to do it?
Hi, Need to remove Inventory following allocation transaction. Actual Transaction is not showing this. But it is showing Inventory Balance Report. No need to show this Item. We disallow Item Negative balance in item class Level. Inventory Balance Report Item Class Level.
In the Sales Manager Dashboard there is a “YTD Sales vs Quota” box. Where do we input "Quotas"? And the YTD sales is blank. Can someone direct me where to input the Quotas and how to get the YTD sales to show up? Also, the Key Customer Growth box is also blank. Where do we input data or make selections so we can use this display? Thank you for your help.
Hi AllCurrently, we have auto trigger customer statement to customer every month.For those over due customer , we would like to send reminder and would like to use “dunning letter send by email” May i know how to set for it?We have “tick” the “ SEND DUNNING LETTER BY EMAIL” what is the next step?Does it mean system will auto trigger to customer once the invoice is over due?
Looking for any documentation / help available for how to configure and use the “Use External Shipping Application” functionality on the Ship via Codes with Advanced Fulfillment. What is the workflow and expected behavior of Acumatica and the FedEx Ship Manager and/or UPS WorldShip?
Received the following message: 'Conversion failed when converting date and/or time from character string'. My GI used two date fields; ARInvoice.DueDate and ARPayment.DocDate, I don't believe either of these data elements is stored as a Text string that would require conversion to be used in a GI. Is there more to this story?
I’m having an issue with an SO that was shipped and then the invoice reversed.The steps followed were:Create SOCreate ShipmentCreate Invoice from ShipmentReverse Invoice in AR module and create CMApply CM to invoiceThe invoice is generated correctly-no issue there:InvoiceBut when the credit memo is created, instead of crediting COGS and debiting Shipped-not-invoiced, it debited COGS again and credited Shipped-not-invoicedCredit MemoAnd I’m left with this that I don’t know how to fix:
Hello, We are selling food, and we have several similar items, like: Chicken1, chicken2, chicken3, chicken4…. currently, these chicken items are handled in different individual item ids. These items are similar only with the Brand difference. So now the management have a need to see the inventory(Qty on hand) of “Chicken” together at once. we previously did this by manually adding different chicken qty together. I know Acumatica having item class/item sub class, item/sub item, matrix item, a lot of ways to define a group. But in my case, which is the best way. Can anyone give me some advice?
Hi everyone,I have item1 at location A and B.A has 100 pcs. It is the primary location and where most orders are picked from.B has 1000 pcs. B is considered a overflow location, but sales are also allowed from this location.If I get a big order for 1000 of these pcs, could Acumatica just tell me to take 1000 pcs from B and 0 from A. What it wants to do now is take 100 from A and 900 from B. Then we would need to transfer the remaining 100 to A to maintain primary location stock.
My company is newer to Acumatica (since April 2020) and our old software (Everest) used to be able to handle transactions in this way very easily, here is a hypothetical scenario:We are a car dealer and a customer is making a purchase of a new vehicle. The vehicle is in my inventory as a whole unit. The customer wants to upgrade the wheels on the vehicle, so we need to swap them out. We take 4 wheels out of our stock and install them on the vehicle then restock into inventory the 4 wheels that originally came on the vehicle. Then we sell the car. We can later sell the 4 original wheels to another customer.In Everest you can simply use a negative quantity (-4 wheels) on the sales order which in this case would bring 4 of the original wheels back into our inventory stock. Then put positive 4 of the new style wheels on the same sales order, effectively "swapping out" or "trading back" the wheels.This type of transaction happens ALL THE TIME, multiple times daily here at my company and I h
Good Morning Forum Members,We are currently in an implementation with our client. I have reached out to support and escalated the issue, but unable to get a sufficient response for the client. They have several process work flow issues with how Acumatica handles shipping. These are some concerns they have with Pick, Pack, Ship features:What happens if they are picking an order into totes and the tote is full? The Pick, Pack, Ship screen requires the user to enter a tote ID for each shipment in the picklist. However, when that tote is full, can the user scan another tote ID for the shipment?Can multiple picklists be shipped together?Can we re-open a package to add additional items? Once confirmed, is there a way to re-open packages to add additional items?Are they able to combine shipments after the picking is done? Thank you in advance, I would really appreciate some insight on this process.
Hello, apologies for the long question.I am working to setup Acumatica and noticed the handling of inventory for Sales Order shipments is different than every system I have worked on in the past. With our current configuration, when you create shipment for a Sales order you stop just short of Updating IN. This is because one you Update IN it creates the inventory COGS transaction on the PL. We do not invoice and recognize the revenue, until the product is delivered to our customers. So if you do Update IN this creates a disconnect between revenue and expense (not an option). However, if you do not Update IN the inventory remains “On Hand” at the warehouse and all reporting shows those quantities on hand. What I would prefer to see is that inventory moved to In Transit until the SO is invoices at which time the inventory is expenses and the Receivable is created. Due to the inventory remaining ON Hand I am having a difficult time reconciling physical counts at our sites and creates a hu
We have customers and prospects with their own fleet of delivery vehilces. They are interested in using Workwave route optimization to help facilitate the deliver of Acumatica generated Shipments. Has anyone integrated Acumatica and Workwave for Shipments? I understand there is an integration for Field Service. This request is for Order Management Shipments only.
From my brief research and testing it would not appear that Acumatica allows for a workflow where Landed Costs can be entered and paid for prior to the purchase receipt. Has anyone figured out a way to accomplish this cleanly? Like many companies, we are importing items from overseas and paying some significant landed costs in the form of freight and duties. We want to capture these costs and apply them to our item costs, but often we need to pay bills before items are received. Neither the freight companies or the brokers are interested in waiting for us to receive the inventory before they get paid and I imagine this is a very common scenario - is this a simple oversight in the Acumatica functionality? or have I missed something obvious? Appreciate any insight others have in this area
We have discount codes setup and assigned for all our items using item price class and customer price class and discounts are being applied properly in the SO document.However we also have special net customer prices setup for certain customers and items and in this case the price class discount is applied on top of the customer price we setup in sales prices.When a customer price is setup should this not be the final price and no other discounts applied?
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