Distribution

Hello, I have run into an issue where multiple users are using different order types, By Default Sales order preferences is set to SO. If I remove and save it to Blank,when I go to create a sale order it then repopulates with SO. Is there a way to force it to be blank so that the users loading orders have to select the order type each time.  Cheers, Nathan 

Hi, Looking for a solution to the following. We have a stock item that has multiple components, each which has it’s own barcode. We want to be able to store the items in separate bin locations and sell them together.  The closest I found is using non-stock kits. But run into below issues:if you add a non-stock kit to a purchase order, the purchase receipt doesn’t show the component parts purchase receipt also doesn’t appear to allocate any costs at all to the products can’t track quantity of non-stock kits when a non-stock kit is on a sales order, the availability of the components still shows available until a shipment is made. Thanks in advance for any ideas!Mitchell

Trying to work on getting our inventory into location specific standards.  And during that process, also looking to see what location has the oldest inventory.  Not having a lot of luck on the GI front so far.  I can get my locations and qty on hand populated, but trying to pin down when the inventory moved into that location is problematic. Has anyone implemented this approach in Core Acumatica functionality?

I have 2 Inventory PI Count sheets stuck in the Physical Inventory Locked Items. How do I release them please?Any advice much appreciated, thank you. Can I delete them?

Has anyone created an approval workflow for issuing inventory adjustments? Our controller was wondering if this was a possibility. Thanks, Jonathan

Good day all. I am trying to import Inventory Receipts. Whilst the import went correctly, I am getting an error when trying to release. Here is the trace. Can anyone help me urgently please? 

SO 009895 is linked to PROD120168 and PROD120169. MRP Planning should only show the production materials needed, why does it also show the demand from Sales Order? This cause the purchasing team to over-oder the materials. I have seen this issue on 2023 R1, logged a case with support, but it hasn’t been resolved (the client updated to 2023 R2, and the issue was no longer actual).This just happened again to another client running 2023 R2 .209 

Hi FriendsI have a Stock Item which is defined with the following UOM configuration:  On the Sales Order, for the same SKU, we have the following 2 lines on a single order.  But while attempting to create a Shipment for this order, seeing the following issue:  The error seems to be from the core framework as per the Stack trace.  Any thoughts on why this might be and what needs

We are setting up and testing the “Calculate Replenishment Parameters” for certain items.  Not sure if we have missed some setting(s) in the Replenishment tab as the “Calculate Replenishment Parameters” process failed with a  message “IN Error:  InternalError: Sequence’s sorting order is wrong or it’s not sorted”.Any suggestions would be really appreciated as this is our first time setup and try the Calculate Replenishment Parameters.  Please find attached the settings on the Replenishment Tab in one of the item, and also the Calculate Replenishment Parameters errors when we run the process.  Thanks...

We are running our first PI and received this warning Unfreezing stock when a PI process is not completed may cause discrepancy in cost or quantity of stock items and inability to release PI adjustments.If we proceed, will we run into issues? 

I’m in build 2024R1 testing out Manufacturing module and trying to setup work flows for my organization, and I’ve run into what I see as a bug - the replenishment in the Inventory Planning Display seems to be triggering from On Hand and not from Hard Available. This feels like a bug to me - does calculating from on hand and not hard available provide value for anyone? Here’s an example of where things can go wrong: You have 30 items on hand, but in shipping status, and so 0 hard quantity available. Your safety stock is set to 10, but it won't trigger, because you have 30 units 'on hand' even though they're in shipping status (or they might have already shipped and not yet been invoiced). So let’s say I have a process to repull inventory demand part way through the day. If I have 500 orders that are moving through shipping, and those orders have reduced my hard available inventory completely on a number of items, those items won’t show up in my inventory planning

HI CommunityI would like to design the email template as explained below.User would like to display the shipped quantities and backorder quantities in the same email.Example:Hello JohnThe below items are shipped and can be delivered in 1-3 daysSKU QTY TEST1 2 TEST2 2 TEST3 2 TEST4 2 TEST5 2 The below items are in backorder and can be shipped later SKU QTY TEST7 2 TEST8 2 TEST9 32  We will use the above template in Business events.Please advise. 

Hello all,How shall I allow a user to manually select a commission period?  

Hello all,How shall I allow a user to manually select a commission period?  

This is an appeal to Acumatica Partners in England (and maybe Europe in general).Client has a need to check a government maintained Denied Person’s List every time a customer or vendor is created.  They then have to continually check the DPL when sales orders or purchase orders are created.  They use an outside service to do this, but the process needs to be automated in Acumatica to send out a flat file to the service and get back a yes/no response from the third-party software and record that data in Acumatica. Has anyone done a customization for this type of requirement? 

We have a set of stock items, and those items are allowed to sell to only a customer.  Is there a way we can restrict so we don’t sell to other customers?

Can a Stock Item be available for sale to only one customer? We have custom products that are made specific for one customer and we don’t want these available to other customers or to be accidently sold to other customers. 

We have access to Kit Specifications and Kit Assembly however we are getting this error. Is this a access right or something else blocking our company from the ability to create kits in Acumatica. “Error: An error occurred during processing of the field Kit Inventory ID: Error: 'Kit Inventory ID' cannot be found in the system.”

I have an item we previously made in house, but are we’re now purchasing from an outside vendor. I’ve update the replenishment parameters and assigned those to our warehouse but the item is not populating on the Prepare Replenishment screen. The item is active, the Item Warehouse status is active, the replenishment method doesn’t have any launch or termination dates. I’ve tried deleting the replenishment method and adding back. I’ve tried overriding the replenishment settings  What am I missing here? What other settings would prevent this item from displaying on Prepare Replenishment? 

Does Acumatica have AI (Artificial Intelligence) receiving functionality? A client of mine thinks there is but I haven't heard or seen this anywhere in the system.  Thanks for your help. Nirav S

On the Item Warehouse Details / Replenishment Tab, how does Acumatica use the Max Qty under Replenishment Parameters?  We have MRP set to use Reorder Point as the Stocking Method.  We’ve found that when a purchased item gets below the Reorder Point, MRP will recommend ordering just enough to get back up to the Reorder Point.  I would like to see it recommend ordering enough to get to the Max Qty but that doesn’t seem to be how it works.  Is there a setting to have it do this?(I am not talking about Max Order Qty that pulls from the vendor tab)Thanks

Is there a simple way to disable this functionality?  Customer is not happy with this “fun feature” while it sounds like a time saver they see it as a great way to end up with inventory shortages. We are about to upgrade to 24, so I don’t think they are currently running into this but they are not happy about it coming around the corner.  Has anyone else worked through this and disabled the automatic function?

Hi All! Looking for a solution on how to stop shipments from going out when that shipment would put the customer above their credit limit, but at the same time allow the SO to stay open and we can order Purchase to Order items against it.So in our business most items are custom and they are ordered once we get an SO. So in most cases we take a deposit and order product. Most of our our customers are set up as COD terms.  Once the product comes in, we would want a trigger so that a sales manager can collect the remaining balance, and only once payment is received, for those items to be available for the warehouse to ship. Any suggestions would be greatly appreciated! 

Hi All, We are currently trying to figure out a way to restrict items per Warehouse.The company has a single Company Zero Branches setup, so we wouldn’t be able to restrict items and warehouse on a branch level for example. Is there a way of telling Acumatica in this set-up that specific items can only be used in Warehouse X but not used in Warehouse Y?Any ideas or experience would help! Unfortunately assigning Item Classes to Warehouse locations wouldn’t work here as the client has multiple item classes that would be allowed in each Warehouse and there is also some Overlap there.

Use CaseMy client runs an in-house repair shop. They are using service orders to manage in-house repairs on equipment. There are open service orders where stock items are already consumed on the repair. The service order can’t yet be closed because further work needs to happen. ProblemWhen a physical count is generated, the items already used on the service order are still considered “on-hand” by Acumatica. This causes the physical count to display higher book quantity than there actually is on the bin. This can cause stock items to be reduced too low by mistake. For example:I have 13 stock item X on hand I used 2 on an open service order I generate a count, which displays 13 on hand During the count, I input 11 as Physical Quantity The system adjusts 13 stock items down to 11 I close and bill my service order This process further reduces stock item X by 2