Distribution

Hi, we have a sales order for a stock item that has unit cost of 0.4568 back in June 2025, but I can’t find the cost in inventory transaction history. How is this calculated and where is this inherited from? Help please..Item’s valuation method: FIFO This is the UOM of the stock item 

We purchased goods, released the PO receipt, and created and paid the AP bill. Two months later, the vendor offered a discount on those items.We’d like to enter this credit in Acumatica so that it updates the inventory cost for the specific stock items that were purchased, rather than booking it to a GL expense account. Since Acumatica does not allow selecting a stock item in a debit adjustment transaction, what is the best way to enter this with the correct posting?

Hello everyone, I’m trying to find a way to have the notes on a Stock or Non Stock item automatically print on a Purchase Order.  I know I can add notes on the individual line, but I don’t want to have to manually copy the notes per line item for every time I make a PO. Use Case: For our ISO 9000 certification, I need the stock item note to call out a spec reference sheet every time I make a PO for that item.

We use Converted UoMs (Sales, Purchase, and Base Units) so that each party in the transaction can work in their preferred unit of measure — which is a core ERP capability.Acumatica is configured to support this, and the conversion logic works correctly in most areas. However, we’re running into an issue during billing.After further investigation, it appears that the converted UoM must be defined as an integer value (no decimals). If that’s the case, it significantly limits the usefulness of the converted UoM functionality, especially for customers who require fractional quantities.This seems inconsistent with how UoMs are handled elsewhere in the system, and it undermines the purpose of having flexible unit conversions in the first place.Has anyone found a workaround for this? Or is there a configuration setting we may be overlooking?

Hello everyoneHow can invoices be made by joining more than one sales order but consolidating the amounts in a single line?Example:Sales order A item 001 for 4 units.Sales order B item 001 for 5 unitsAn invoice with a single item 001 for 9 units is desired.How can this operation be performed?

We have a situation where customers come into the facility multiple times/day or week to get product.  We are just using an Invoice type sales order (no shipments) to record the shipment by entering warehouse/location in the sales order.  Upon prepare Invoice it creates invoice and processes inventory issue, etc.  This works fine one by one.  However, we would like to be able to create consolidated invoices for the day/week using Process Orders screen.  I know that we can choose Prepare Invoice in that screen and it will create one invoice for all the orders for that customer that met the criteria entered on top.  We need it to apply additional grouping.  For example, in one day or week, 12 sales orders/invoices, 5 have PO/Cust Order Number 1234 and 7 PO/Cust Order Number 5678.  If I just ran wide open it would create one invoice with all 12.  I need it to create 2 invoices, one for each PO/Cust Order Number.  Actually, these are all for Projects and I'd need that to be the first gr

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Hello, i am trying to adjust in a part, which is not set as serial tracking..when I adjust in as inventory count reason, it asked me for receipt nbr.. can someone shed some sort of light please?Thank you Zoey 

Is there a setting to allow Mark for PO when entering Sales Order Quotes?  The functionality is available for Sales Order types with automation behavior Sales Order but not with automation behavior Quote.

Hello, has anyone had any joy in creating a customer price list that will show the base price along with any customer specific price and customer price class they belong to.Many thanks 

v2023R1 currently.  It sounds like 25R1 will change our world on this topic, but we’re not there yet.  Even 23R2 would probably help because that’s where they introduced Allocation management.We typically allocate serials of heavy equipment and accessories that we sell at the sales order, rather than waiting for the shipment.  I select the line in the sales order, click Line Details, check Allocate and then browse for a serial, *every* serial in the warehouse shows in the lookup window.  I select one, and I’m told that inventory quantity will go negative because it’s already allocated to another sales order.Right now we do this dance down the list until it doesn’t error any longer.  What’s strange to me is that the lookup screen lists Qty On Hand (1), Qty Available (1) and Qty Hard Available (1) for every item in the list.  I would have expected one of the Qty Available values to be 0 when it’s allocated to another sales order, but unfortunately nothing on this screen

I know that if I Prepare Invoice FROM the Sales Order after the shipment and return are complete, I will get a single invoice with both the return and the new item(s).However, that isn’t normal processing.  We don’t want to handle RMA invoicing separately. When we use Process Shipments > Prepare Invoice - we want to hold off invoicing till everything is returned and replacement shipped and create a single invoice (or credit memo if more returned than shipped). Is there any way to force the shipped and returned items into a single invoice?

Hi Everyone!Is there a way to set-up an item to only allow sales in specific increments? As an example, we might buy a roll of 1000’ of wire, but I only want to be able to use (via BOM) or sell (via SO) in increments of 100’. Is there a way to set that up?

We are trying to find a solution to alert users that we have shelf-life inventory that is nearing expiration date. Is anyone using the MAX SHELF LIFE field on the Stock Item under the Inventory Planning tab? If so, how does it work? If there are other processes that people are using, I’d love to hear them. We want to be more proactive with identifying product nearing it life span.  Thanks! 

I have a sporadic issue in WMS Receive and Put AwayOccasionally when a PO is number is scanned the screen shows a receipt has been create but the lines from the PO do not populate on the screen as expected.We are unable to determine the situation / status where this occurs vs does not occur Have you seen this issue ?  

Hello all, we have a client that currently heavily deals with kits within kits. Is this something that Acumatica can handle without modifying it?

Hello Experts                      Until now (2025R2) or before, is there a way to set the sales Price for FIFO item based on its layer cost.  Like for item A, we are having 3 cost layers on hand.   Like $10,$11, $9. Can we set fixed markup like $3. When the $10 stocks are sold out, the system will change the price from (10+3) to (9+3)?

Hi Team,We have customized the process order screen for client requirement to include one more action, we would like to check if, parallel processing can be turned off for this specific action and verify it that is causing This action includes a print job and for some reason, for few records we see duplicate prints.If this not feasibility, open for your suggestion. 

Does anyone know of a way to handle the new CO Retail Delivery Fee ($.27 beginning July 1, 2022) either with Avatax or without? Avalara had sent out communications regarding this which stated to perform the following: Merchants subject to this fee will need to add a $0 line item to their orders with the OF400000 tax code. I’m unsure as to how this would be done in Acumatica. Perhaps someone from Acumatica may know if there will be something released in a new build perhaps? 

Hi,I wanted to see if there were separate rules for INSiteStatus vs. INLocationStatus’ QtyAvail fields?INSiteStatus returns a value for QtyAvail that matches the INventory Allocation summary in that it deducts ON Issue, Allocated and BAckordered - which are defined in our default calculation rules.For INLocationStatus, it is only deducting the on issue amount but not allocated / backordered. is this an incorrect behavior that we need to correct or done on purpose?ThanksJoseph

Just checking for a little advice.First, I’d love if this were possible with in-box or Generic Inquiry type solutions.Barring that I’m questioning how to modify the available columns in this selector box (or any given selector box really).“Select Revision” BoxIdeally I could click the gear icon on the “Select Revision” pop-up. But it doesn’t show any columns that aren’t already shown.If I have a UDF or another field that isn’t already shown, I’d like to be able to add them by default.Is there any way to do this in-box?If not, does this post represent the best path forward, and wher

Is there a way to add the date the invoice was paid in a GI with the invoice number and the date the invoice was generated? I am trying to show in the system the average date an invoice it paid in correlation to the customers terms. Are the customers paying late or on time?

In the past few weeks we’ve had two different users report the same issue.  Of course, we can’t duplicate it.They are reporting that, when they have a sales order with lines marked for PO, and they create the purchase order using the “Create Purchase Order” option/screen, the Vendor location selected for the items is not always the default vendor location for that item.  When it’s not, the system seems to randomly choose a vendor location, sometimes locations that aren’t even set as the default location for any product.Since we can’t reproduce this, I’m leaning toward user error, but I’m curious if anyone else has experienced it.

Hi,We would like to disable the access to the (+) button for manual addition of new lines in Purchase Receipts. All lines should be linked to a PO.However, we do not want to take away the (x) button for deleting lines, since the Purchase Receipt may require amendments after being created from the Purchase Order.I have not been able to disable the (+) button without also disabling the (x) button, as the Delete access right also gives access to creating new lines. Any ideas on how to implement this restriction?

I recently created a pivot table off a GI that shows unit inventory and sales. The inventory piece is a bit challenging in that the Qty Available is correct, but on some lines it’s showing up as two separate numbers - always double what the actual available amount is.I’ve checked the GI and it shows the correct value, so I’m wondering why it’s doubling in the pivot table.not all records are like this. only a few. see below. Is there something wrong with the inquiry or is this a bug in the system?thanks!Joseph