Distribution

Hi everyone,We’re delighted to announce this Community Mentoring session with @Neil Cantral!Business Events for Order ManagementA brief overview of Acumatica Business Events, how they are used to manage orders in a B2B distribution company, and a Q&A.Neil: I’m a leader in the PNW Acumatica Users Group and the Director of IT for Wilmar LLC, a B2B distributor of automotive tools trading under brands like Performance Tool. My Acumatica journey started in 2016 and I’m always happy to talk and share my experience with the platform. My focus over the years has been rooted in the Distribution module with a lot of experience in inventory allocations, reporting, third-party WMS, and customization.Community Mentoring sessions are approximately 30 minutes and limited to small groups (10-12) of members with one of our power users who is an expert on a topic. If this session is one you feel will help you in your journey with Acumatica, please let us know in the comments below. We’ll be selectin

Hi,We have the below requirement:We have two types of customers, and we are using the same item codes for both.However, for one customer type, we need to use the automatic packaging feature, where packaging can be predefined. For the other customer type, we require manual packaging, since the packaging needs to be adjusted based on specific requirements.Is there any way to achieve this without creating separate item codes?Thanks.

I am a little rusty on my WMS configI am testing WNS Rec and Put Away with Serialized itemI have PO with qty 5 of a serialized itemWhen using Rec and Put away in browser I enter the PO / a Receipt is created but the item does not display - why?When I review the receipt it has used the default qty but did not generate serial numbers why?       

Hi Teami Need some inputs in sending a email notification to customer when his first order placed in Acumatica.Trigger a notification ONLY when a customer places their FIRST order ever

Hello,    We are trying to generate from PO to PO receipt . However, the system pop up error  But strange, the same Item and same vendor, we did generate successfully on another PO 5 days ago.                     How can we fix it, please help.we are using Build 21.208.0032

In Acumatica 24R1 through 25R2, I have experienced an issue of the Shipstation “Age” being off by up to 23hrs. This seems to be the “expected” behavior according to Shipstation. Has anyone else experienced this issue? If so, any work arounds? 

Hello all,I would like to know the purpose of Calendar under Customers (AR303000)→ Shipping tab. I’m looking to setup the calendar where whenever the sales orders is created the Shipment should be generate for Monday. How can I set this up out of the box?

25R1added SOPackageDetail to SO-Shipment Primary List GI added Tracking number to GridThe field does not show in grid, not blank - no column Note only one package on every shipment here is Relations and Girdwhat is issue ?  

Hi,I was trying to find out what could be the possible reasons for the mismatch between Inventory Valuation report balance against the Inventory GL Account. I have noticed that there were manual entries posted to the GL Account with inventory movement. Howvere, after the reconcilation with these GL entries there is some more mismatch. What could be the any possible reasons for these. 

We are SFP authorized by Amazon so cannot afford to lose this. As such when you buy shipping on Amazon (using our own accounts) we are protected should the carrier fail to meet its obligations. However this is not the case if we buy the shipping in Acumatica (even if selecting exact service Amazon recommends). This is a unique flaw with Acumatica.As such our workflow was we Buy Shipping and complete the shipment in Amazon, then we copy over package details, cost and tracking into Acumatica and complete the order. This then just created a lot of shipments daily that failed in the sync becuase Amazon was already showing as shipped. We just created a schedule that skipped these at the end of each night.Now though with 25R2 this workflow no longer works and despite us completing the order in Acumatica the same way the shipment fails and the new error is not enough information. Trying to figure out a new solution in 25R2 as this is now also preventing payments to sync under Amazon’s new pay

I have a question about the following scenario with Shopify ...Stock of item x in the warehouse = 1 piece Stock of item x in the store = 1 piece Customer 1 orders item x in the store (Order 1) Stock of item x in the store is now actually = 0 piece Order 1 is not immediately imported into the ERP system due to errors, etc Stock of item x in the warehouse and in the store remains = 1 Piece Customer 2 orders item x in the store (Order 2) Order 1 from customer 1 is imported and order 2 from customer 2 is backordered or rejected or Order 2 from customer 2 is imported and order 1 from customer 1 is backordered or rejected only after the import of one of the two orders is the stock in the warehouse = 0 pieces and article x is not available in the storeThe problem is store orders for item x, which actually no longer has any stock.Does anyone know a solution for this?Thx in advance.

Hey, Team - curious if this is even possible.  I’ve got a customer who is attempting to perform an RMA referencing a migrated invoice.  When I create the RMA and try to find the invoice, it is not available.  Any thoughts? 

Does anyone know if it’s possible to disable scanning of serial numbers during the picking process? Our client is also prompted to scan the serial numbers at the packing process, which is preferable, but it is duplicative work to also be required to scan during picking.If not, does anyone have any workarounds or solutions? Ideally our client can still pick using scanners but just not be required to scan serial numbers at that time.

Hello,How can we set the Form View as the default view for a Grid? By default, the grid displays in Grid View, but we would like it to open in Form View instead.Please refer to the screenshot below for reference. We are using Classic UI on Acumatica 2025 R2.Any help would be appreciated. Thank you!  

Vendor already exists on the items and we are looking to change the vendor to the default (already marked default on a different vendor) using an import scenario. Searched and tried several different options. Was getting the purchasing unit error, added that and then getting a duplication error. Tried a manual scenario and still no luck. Hoping someone has a GI written for this same scenario. Thank you!

Hi,I would like some help with following scenario.I’m getting sales orders via an integration. Prices are agree with the external party, and the same is defined on the sales prices form. There are promotional prices as well as standard prices. I want to check and notify if the price entered via the integration is not agree with the sales prices. I’m trying to make a GI to show the sales order when the applicable price is not equal to the SO price. Having challenges in finding the applicable price when there are promotional prices. That is because the system shows the each price in the sales prices as rows which makes unable to compare.Have you done something similar of have any ideas to overcome this?Thank you,Dulanjana

There are some items which has been loaded to the create transfer order screen for the transfer order creation. however, those items are old stocks and currently we do not have stocks for those. How can we remove the item lines and does it affect any allocation in the system? 

Looking for options to move inventory between locations in Acumatica but using a handheld device thats super easy.  Do not need full WMS at the moment, just very basic internal location movements.   Open to suggestions.   Thanks! Nirav S.

I created a Prepayment Request for 50% of a PO and processed the prepayment payment. After that, I received the goods, created an AP Bill for the same 50%, and applied the prepayment to the bill to close it.Now I’m trying to create another PO Prepayment Request for the remaining 50% balance, but Acumatica shows $0.00 remaining and won’t let me request any additional prepayment. It looks like Acumatica is reducing the PO’s remaining amount by both the prepayment and the AP bill.Is this expected behavior? If not, what’s the correct workflow to prepay 50%, receive and bill that portion against the prepayment, and then prepay the remaining PO balance?

Once cross-sell suggestions have been generated and then approved on the Manage Cross-Sell Suggestion form, is there a way to un-approve this suggestion.  The related item can be deleted from the Stock Items Related Items tab, but would be helpful if there was a way to do this on a process screen instead of individually.

What is the proper way to record Sales to Lessors for your Customer?  For example, ABC Services Inc. (the “real” customer) is planning to “buy” a Trailer (the product) from us but have XYZ Leasing Inc. purchase it and lease to ABC Services.XYZ Leasing is instructing us to record them as the Customer in Acumatica and reference ABC Services in the Ship To address.  I think this is wrong - I feel the “real” customer ABC Services should the Customer in Acumatica and XYZ Leasing should be in the Bill To address.Does anyone have a creative way to do this and satisfy lessors requirements?  Should we be looking at parent-child relationships, Customer Locations, etc.?

Hi all,Is there any possibility to assign the Inventory Management method to FEFO (First Expiry, First Out)?Thanks in advance!

Our customer is trying to sync orders with Shopify connected to TicTok.  The orders from TicTok are fulfilled by TicTok (similar to Amazon FBA process).  With only one Acumatica Shopify connector, the orders are coming in as standard sales orders not SO IN orders to be able to process the standard Shopify orders.My plan is to setup a business event based on a GI that detects any new FBT (fulfilled by TicTok) orders and run an import to run the Quick Process action.  I need some help getting the Import Scenario configured.  I have tried several variations on the mappings but have not had any success.  The default settings when the Quick Process action is initiated are satisfactory instead of setting the date and warehouse. The current error message is ‘The Save button is not enabled’.  Thank you in advance for your time and support,John

Hi All,I came across a situation where I see Acumatica changed quantities based on applying a filter to a column within the Transaction History. When I apply a filter on "Tran. Type" to only show adjustment, it changes the ending quantity amount. It seems to remove the 10/2/2025 issue transaction from the math. I am not sure why it changes the math. It should only change which types of transactions are viewed correct?  Does anyone have any ideas what is going on here? Thanks

Hi everyone,We have a custom portal integrated with Acumatica, where customers can place orders and select Credit Card as their preferred payment method. These sales orders are then created in Acumatica via API.We’re trying to understand the best way to ensure consistent behavior on the Sales Order:If Payment Method = Credit Card, we want the system to automatically apply Payment Terms = “Credit Card” (which has 100% prepayment required) This should result in the order going to Awaiting Payment and triggering pre-authorizationBefore going the customization route, we wanted to ask:Is there a standard way in Acumatica to default or override Payment Terms based on Payment Method? Has anyone implemented similar logic using Automation Steps, Business Events, or configuration? Are there any recommended best practices for handling CC-based web orders coming from external portals?If this cannot be handled natively, we are considering passing Terms explicitly via API, but would prefer a standar