Distribution

Hi everyone,I placed an order for 2 units of an item.Now I’m in the Receive and Put Away screen. I entered the order number and the item number, then clicked on Quantity and entered the number 2.I want to enter two serial numbers ( for example, 00001 and 00002 ) at the same time, instead of entering them one after the other. I’d like to know if that’s possible, and if so, how it works.In general, when I order larger quantities of an item, I’d prefer to enter all serial numbers in one go rather than inputting each one individually.I’d really appreciate your help with this.Thanks in advance!  

We use batch picking, (4 shipments per worksheet) and sometime we need to confirm what we picked before the entire worksheet is completed/picked.Is there any way from to confirm the lines that have been picked while leaving the rest open?any thought or tips would be greatly appreciated.

Hi, I wonder what I should do if I would like to make the country field a not-required field. (I know that we have the default setting for this field, but I do need to make it a non-required field for my current issue.)I found an old solution to check the box under the layout properties, but now the function has been changed I wonder which one indicates some function as the previous ‘require’ box  

Hi,  I think that batch picking needs to be fixed in the WMS. Below are the issues I ran into while trying to implement this. It would be helpful if everyone else adds their issues. Batch picking by location doesn’t give a quick filter where you can select multiple locations from a list. You can either add it manually, or you could upload an excel sheet, but that takes a minute and is time-consuming The “known limitation” of not being able to batch pick nonstock kits Acumatica doesn’t show you what SH has a non-stocked kit and will add those shipments to the batch Once you run into this issue, there is no real way of fixing it besides removing all items that might be in a kit. Even if you have the same item on a SH not part of a kit Once a picker scans a picking sheet, there is no way to go back. If someone else wants to pick it instead, or if you want to cancel the picking sheet, it won’t let you The lack of system messages regarding the process and what you need to do next. i.e. In

Hello all,Where can I check the last count date & the warehouse & location for an item in acumatica?

We have a client that is trying to decide to use docusign or Adobe.  Does anyone have a preference one over the other

Hi Acumatica,Just want to ask if the exported file name from a document primary list can be edited?Please see attached :  Regards,

Hi,I'm noticing that, in order for me to select a project on the SO screen, the project has to be associated with the same customer that the SO is associated with. Is there a way to circumvent this restriction?My company uses the word “Project” to refer to a brand or end user (e.g., Chipotle, Cava). Oftentimes, the end users use distributors who buy items from us and then distribute those items to the end user. So, our customer is the distributor, not the end user. In situations when a distributor is servicing an end user, it’s often the case that multiple distributors are servicing that same end user.The way I’d like to represent this in Acumatica:Create a “Chipotle” project. When we create an SO selling Chipotle items, we select the “Chipotle” project on the SO.The only way I can see this being possible is if I create a “Chipotle” project for every one of Chipotle’s distributors. I’m not a huge fan of that solution.So, back to my original question: is there any way to set up a projec

Is there any way we can find/search shipments by an inventory ID? Or look at the transaction history (including shipments and purchases) for a certain stock item?A picking worksheet got lost and we are having a hard time locating the shipment in the system. We process over 400 orders per day.any tips would be appreciated.Thank You!

How to implement restriction groups in GI?We have set up Customers restrictions by salesperson. We need restrict sales data visibility to only assigned customers to each salesperson. 

Has anyone run into the scenario below?For example, a credit card pre-auth was placed for a sales order totaling $500.The pre-payment linking to your processing center authorizing the CC was entered on the sales order for $500.We don’t capture until we ship.Only part of the order can ship.We ship $300 worth of merchandise.We capture the card for the $300 shipped and now $200 is backordered.Pre-Payment closes out and the rest of the authorized amount can’t be used for that same order. So, we would need to reach out to the customer again to get their CC pre-auth’d and start the whole process over even though it was already authorized for the total amount before.How do we handle this?

If a sales order item only has a single price and not a calculation procedure used to determine the net price, how would you calculate sales tax on an alternate amount?  One of our companies sells products at wholesale to independent contractors who in turn sell those products at retail to end customers.  The company is responsible for calculating, reporting, and remitting sales tax on the order item that was sold to the contractor, BUT that sales tax is calculated on the retail price of the item, not the wholesale price.  That’s a very easy task in our current ERP, which can have any number of “statistical” pricing conditions on the order item pricing procedure.  I’m not able to picture how that would work in Acumatica.  Thanks.

Hello Community,We’ve been working on a vendor billback discount process in Acumatica and would like to share our implementation—and a gap we’re currently facing that we’d love input on. ✅ Our Business ScenarioIn our sales workflow, we offer customers discounts on certain products. A portion of those discounts is supported by the vendor, which we then claim back as a billback.For example:Product sells at $120 We apply a 20% customer discount From that $24 discount, we claim 15% from the vendor and absorb the remaining 5% ourselves 🛠 Our Implementation in AcumaticaTo manage this, we customized the Customer Discount Codes screen with three user-defined fields (UDFs):Vendor – Who is providing the billback Vendor Discount % – Portion of discount claimed from vendor Our Discount % – Portion we absorbOnce these are set up and the criteria are met, the discount is automatically applied to the invoice. We also built a Generic Inquiry to pull invoice-level discount details, including the vendo

Hi Team We are facing an issue while choose the Discount code in Sales Quote depend upon the code we have setup a Approval to the owner to confirm the QuoteFor this customer the price class is assigned for Tier 3Please see the below screenshot:This is Discount added While choose for the scenario it shows this errorPlease advise.

When creating a kit assembly, we’ve found that lotted components are automatically allocated based on the FIFO setting on the Serial/Lot class.  However the not tracked components require a Default Issue From value on the Item Warehouse Details form, or the Line Details need to be specified manually.When a shipment is created from a sales order and includes these same not tracked components, the components are automatically allocated based on the pick priority of the locations on the warehouse.  Is this the expected behavior for kit assemblies?  Any ideas how to automate this so that the location can be dynamic, similar to how it already works for shipments?Thanks in advance!Laura

The user would enter the serial number when it is received, but I want to limit the length and format of the number.

Getting this error while confirming the shipment.FEDEX: PACKAGINGTYPE.MISSING.OR.INVALID Packaging type missing or invalid. This looks like error dude to FedEx configuration.

Hello,I have a customer who is using DRP and Kit Assembly to plan out what needs to be assembled for Sales Orders that drop in each week. One example is the Kit Assembly pictured below:Even though this Kit Assembly has been created, DRP is not considering it in the Inventory Planning calculations. The customer is understandably concerned because they don’t want to create unneeded inventory by creating new Kit Assemblies every day, as Inventory Planning Display is suggesting:The Kit Assembly is On Hold, but that is taken care of in Inventory Planning Preferences:I have exhausted what I suspect could be the issue including the following:Kit Assembly and Distribution Requirements Planning are both enabled on the Enable/Disable Features (CS100000) form The Stock Item has the “Is a kit” box checked The Kit Specification is Active The General tab on the Stock Item has a Planning Method of DRP The Inventory Planning tab on the Stock Item has “Kit Assembly” as the Source The PACKAGING Warehous

I have a stock item in a warehosue that is dead. This item has a negative position, I just need it to go away, everything is under Account 1260. I thought I could just adjust in the missing inventory and dollars to get a net zero permission.The item has the following Account:  The posting class has the following Account:  I made the adjustment for the negative units and costing, but it’s going to account 1120, not 1260 as specified above. Is there another place overriding this account that I’m missing?Batch info below showing the erroneous 1120 post from the adjustment:   Thank you for helping me dig into this!!!!

Hello all,I have an SO created with non stock items, and I dont know how bt the invoice for the sales order got created automatically. It has the below status:The Shipments tab → Status: Auto generated.

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.

Hi all,I have searched high and low for this but cant seem to find an answer.Is it possible for a direct vendor return without the item returning back into our warehouseHere is the scenarioCustomer orders item, item is fault, vendor says they will pick it up from the customer, I will credit the customer and the vendor will credit meIt appears to me that I can only create a customer return to bring it back into stock and then a purchase return to send it back to the vendor so the item does look like it was returned to my warehouse at some point when it was not

Does anyone else do floorplan with their vendors?  For those unfamiliar with the term, we purchase equipment inventory from our primary vendors, and we do not pay for the inventory until either the inventory sells, or the vendor financing expires.We have a working solution, but we’re hoping to find other companies that are also doing it to compare notes.

I’m currently upgrading to 21r2. I have a business need for a warehouse restocking report. This is different than a replenishment or purchasing report.My goal is to make it so a warehouse picker never arrives at an empty Default Issue From location because it’s already been refilled by restocker. FIFO must be factored, when applicable.Consider an example Inventory ID `12345` that is Lot Tracked with a FIFO issue method. This item is stored in 4 different locations within a single warehouse:Location IDs for `12345`:——————PRIMARYPICK — Default Issue From location (this is where we pick from)STORAGE1 — Lot #3 (newest inventory)STORAGE2 — Lot #2 (older inventory)STORAGE3 — Lot #1 (oldest inventory)I need a report (or generic inquiry) to tell my restockers to refill the PRIMARYPICK for `12345` *before* the inventory runs out. It needs to direct them to the correct Location ID that should be used for restocking the PRIMARYPICK. In the example above, this would be STORAGE3 because it’s the ol

Hello,We recently started using the Automation (Pick, Pack, and Ship) process in Acumatica. We’ve noticed that it automatically updates the inventory (Update IN) after the shipment is packed. At that point, the shipment record becomes locked, and we’re unable to make any changes if corrections are needed.Is there a setting in Acumatica to disable this automatic inventory update, or is this the system’s standard behavior once a shipment is processed through the automation workflow?Thank you in advance for your guidance.