Distribution

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 units Now I have 9 in the warehouse, whereas I should have 11 in the warehouse. I have adjusted down the Item X by 2 units during t

Hello,Does anyone know why Acumaitca does not show correctly the session expired records in the Access History screen? It shows when the user logs out under both operations (Log out and Session Expired) but it does not show a record when the user logs out due to session expiration. Thank you.

Hello,We have an issue with address verification for Brazil. We cannot print or email a quote for Brazil because it says “The AVS is not configured for the country "BR." We are using Vertex as our sales tax provider, and I am not sure this is their problem or if there is any optoin in Acumaitca to fix it from there.   

Hi Team,As part of a customization project for our client, we are currently focused on updating the 'Applied to Order' and Balance fields within the Sales Order screen. The functionality is operating smoothly in scenarios where no tax is applied. However, upon applying Vertex tax, these fields revert to their previous values.We are working on the 24R1 version.Any insights or suggestions regarding this matter would be greatly appreciated.  Thanks & Regards,Vidyakeerthi K

Hello,I’m wondering if the below screenshot from help.acumatica is a practical joke.  I cannot figure this out for the life of me, and cannot find a single article on it anywhere online except for this one tiny section.  So is there a way to consolidate orders by the same customer with same address or not?  Thank you

Can someone provide detailed instructions on how to create a EasyPost test account on the EasyPost site?I have created an account in the past but I do not believe my api keys are working so I want to start from scratch with a new account.I want to be sure I am doing this correctly  

Is there a way to change the default time for a Task from 12:15 am to 7:00 am? 

Hello,Is there any way to locate a shipment in Acumatica by searching UPS or FedEx tracking number? I searched on the GI=> RESULTS GRID TAB, and I was not able to find a field for this. I don't know that we need to add an additional table to the GI in order to add the field and then search it by?Or another option is there  to locate a shipment by tracking number.  

We are looking to add a check box to our Sales Quote form that identifies whether to print as individual line-item pricing or just a lump sum price for all items being quoted. 

Hi everyone.Im starting with acumatica and i want to know if is possible to extend the expiration date of any lot/serial item without adjustments.Regards.

Hello all,How can a user create matrix items in Acumatica and list as variants in Shopify?Thanks.

We have a business event that sends remittance advice to vendors for EFT payments. This business event does not run when there is a prepayment included in the application history (see below): Can’t figure out why this prevents the business event from being run. The business event is set to run on Record Inserted - and the record is there but nothing happens when there is a prepayment?

Hello,How do I setup per unit sales tax in Acumatica?  “A per unit tax, or specific tax, is a tax that is defined as a fixed amount for each unit of a good or service sold, such as cents per kilogram/liter. It is thus proportional to the particular quantity of a product sold, regardless of its price. Excise taxes, for instance, fall into this tax category.” 

Hello,I am looking for a way to add a translation to my units of measurement.Example STK (piece) -> PCE (Piece)

Does anybody know a way how I could get dunning letters and invoices to be sent automatically to different email addresses of the same customer?

Can’t get approval map to do what I want and it is the most simple example possible - need help. If requisition is created by JBROWNE, approval required from MENGLISH.If requisition is created by anyone except JBROWNE (and $ > 0), approval required from PURCHASING.  No matter I what I do, it require approval from Purchasing only - clearly I am missing something obvious.