Distribution

Inventory, Orders Management, Warehouse Operations

  • 1,419 Topics
  • 5,500 Replies

1419 Topics

J
Freshman I
jvinski71Freshman I
asked in Distribution

Creating a PO from the Create Purchase Order screen (PO505000)

When creating a PO from the Create Purchase Order screen (PO505000), if there is an error in the process it creates POs for the items that were Okay. Is there a way to make the process Break on error instead? This will cause confusion.

1
M
Jr Varsity II
2 years ago
stacy16
Varsity I
stacy16Varsity I
asked in Distribution

Error when trying to print invoices in Invoices and Memos Processes

This issue popped up over night.. i have made no new customizations and have not edited the form at all. There has been no changes at all. Was working fine yesterday but not today. Here is the error i am getting:Error: An error occurred during processing of the field UsrSelectedTerminal: Unable to cast object of type 'System.Int32' to type 'System.String'..Anyone have any ideas what is causing this and how to fix it?Any help is appreciated. Thank you!

1
M
Jr Varsity II
2 years ago
stacy16
Varsity I
stacy16Varsity I
asked in Distribution

Average cost not pulling for multiple part numbers

Was working on price increases and looking at margin and I am showing quite a few parts in our inventory that are not showing an average cost. Does anyone know why? and how do I make sure it still calculates? Any help would be greatly appreciated! Thank you!

5
stacy16
Varsity I
2 years ago
R
Captain II
ray20Captain II
asked in Distribution

How to round the qty when do automatically Replenishment?

Hello,      I love the replenishment  feature. But we always purchase whole cases from vendor, while sometimes the auto created PO by “Create Purchase Order” screen are in decimal cases, like 2.34, 1.34,11.88 cases, which is not proper to send to vendor directly?       Is there a way I can round up the figure in Replenishment process?         It looks like I can find a solution in below        But is customization the only way to solve the issue?

4
R
Captain II
2 years ago
M
Freshman II
michellec11Freshman II
asked in Distribution

Keeping track of defective product

Can anyone assist me on a technique to keep track of defective product within Acumatica? We  have customers who send us in debits due to defective product. We would like to figure out how to keep track of these particular items to compare at end of year.

1
J
Freshman II
2 years ago
N
Freshman III
Nick Savage-MadyFreshman III
asked in Distribution

Landed Costs - Non Stock-Kits

Is there a way to get Non-Stock Kits to be accepted for Landed Costs?The system allows for you to Purchase Receipt Non-Stock Items, however it won’t let you add the Receipt lines to the Landed Cost document. Our client both buys and transfers Non-Stock Kits. This is for ease of use for Transfers and a necessity for the Purchasing as they split everything when it comes in just in case.

3
N
Freshman III
2 years ago
wfilipiak67
Captain II
wfilipiak67Captain II
asked in Distribution

Side Panel in Sales Order Entry, SO301000

Hi,I was wondering if there is a way to add the Stock Items Screen, IN202500, as a Side Panel to the Sales Order Screen, SO301000, so that Items can be more easily added.  Via a customization Package, I know I can add the Primary List, IN2025PL, as Side Panel to the Order Entry Screen but then the Plus sign needs to be clicked to add items.When I try to use the IN202500, the side panel opens but I have to click the Plus sign since the Inventory ID is greyed out & I get the message about changes being lost & Items cannot be entered There is no switch to entry mode.   Thanks! 

1
J
Community Manager
2 years ago
M
Freshman I
mdubin66Freshman I
asked in Distribution

Order Entry - Create Payment

When you enter a sales order with SO or IN order type, click save, then on the payments tab click on create payment and enter the info, everything works correctly.  If you enter a sales order for a future date and try to create a payment, we get the following error     “Error: An error occurred during processing of the field Order Nbr. value AR008512        AR Error: The order cannot be applied, the specified combination of the order type and order number cannot be found in the system.”  This also occurs on our 2020R2 demo version.  Any ideas?

1
Naveen Boga
Captain II
2 years ago
L
Semi-Pro II
larrylySemi-Pro II
asked in Distribution

How to change location on SPLIT line in a shipment

Hello everyone,I have a big order that need to pick item from different location. In shipment it shows a total quantity with SPLIT location line. In pick list it shows every locations that worker need to pick item. The problem is for some reason the location B300-09B is empty. Worker picked item from another location. How do I change the location for this case?  

0
L
Semi-Pro II
2 years ago
T
Freshman I
trenton78Freshman I
asked in Distribution

Create Purchase Orders - No Stock

Is there a way to change settings in the Purchasing module to have any stock item that is at a negative quantity (i.e.outstanding sales order for the stock item that is not in stock or only partially in stock) to populate on the Create Purchase Orders screen? In essence, automating the “Mark for PO” check box on the sales order forms.

0
T
Freshman I
2 years ago
S
Varsity I
schneur96Varsity I
asked in Distribution

How to create a Business event emails for sales order generated from the customer web portal?

I have been working on a business event that triggers an email once a customer creates order from the web portal and falling short. The trigger has not worked if the portal users generate the order.  If I change the business event to trigger on record change and then do any modification changes from the ERP side, it works from the portal sales orders.  The New field value is set to createdByScreenID and Screen ID = SP700001. Could this be related to the customer's user's account types and users' permissions? Your support is appreciated.

1
R
Captain II
2 years ago
M
Freshman II
michellec11Freshman II
asked in Distribution

Changing a quote to a sales order 2021 R1

Can someone assist me on how I change a quote to a sales order in 2021 R1 that will also close the quote?

1
C
Jr Varsity II
2 years ago
K
Freshman I
kavindaj24Freshman I
asked in Distribution

Logging credentials of Purchasing Manager of U100 data set

Can someone let me know the logging credentials of Purchasing Manager of U100 data set? Thank you in Advance

2
K
Freshman I
2 years ago
stacy16
Varsity I
stacy16Varsity I
asked in Distribution

Changing the order of the TABS in the sales order entry screen

Hello everyone!Is there anyway i can change the order of the tabs in the sales order screen?We are wanting to move the “ADDRESSES” tab to be in between the “SHIPPING” tab and “DISCOUNTS” tab.  When i look in the customization screen, it appears that the order in the screen editor is correct but it does not display in ACM that way?Any ideas?Thanks! :)

9
Naveen Boga
Captain II
2 years ago
M
Freshman II
MalgorzataFreshman II
asked in Distribution

Automated Regular(fex. Monthly etc) Sales Orders

Hello AllI would like to ask if it is possible to set Sales Orders to be generated automatically fex. every month (same Customer, same Item, same q'ty etx).For non-stock item I would do it using Customer Contract. But I have no idea how to set it for Stock items.Is it at all possible out-of-the-box?I would be grateful for any tips.Thank you.

0
M
Freshman II
2 years ago
S
Varsity I
schneur96Varsity I
asked in Distribution

Acumatica App Logging off when Connected to Charger with Honeywell Mobile Hardware

We use Honeywell mobile hardware with the Acumatica app with the distribution module. Our delivery drivers experience an issue where the app logs out from their users when connecting to the charger. This issue happens on all the Honeywell hardware styles we use.  After testing with their provisioner application and changing Android daydream settings, we reached out to Honeywell, and here is the information. There is a power state change unique to Honeywell devices; we need to make sure we are implementing the Honeywell SDK's for android.The problem exists in the coding; the hardware will report a battery change when taken out of the dock, in which case some apps will log out when they sense a battery change, which needs to be ignored in the coding. Honeywell units have technically three potential power sources: AC power/ Super Capacitor and standard battery discharge. The device is smart enough to manage it automatically but treats all power conditions as a battery change. Does anyone

2
C
Freshman I
2 years ago
N
Jr Varsity I
nvadera7Jr Varsity I
asked in Distribution

Have freight on Drop ship auto apply to Sales Order

Vendor charges Freight for Drop Ship on PO.Auto shipment created for drop ship receipt on sales order:Sales order gets completed upon auto receipt and no opportunity to charge back freight to customer on sales order:Freight can be added manually to Sales Invoice before release but the freight charge backs can be missed which happens most of the time.Any way to have freight populate on the Sales Order upon release of receipt?

5
N
Freshman I
2 years ago
paulinecho73
Freshman I
paulinecho73Freshman I
posted in Distribution

Acumatica Distribution Edition Overview Webinar - June 10, 2021

Acumatica Distribution Edition Overview Webinar Thursday, June 10, 2021  10:00 AM Pacific Daylight Time  30 minutesAcumatica is a company on a mission! We are a leading innovator in cloud ERP with customers located around the world. Acumatica ERP delivers adaptable cloud and mobile technology with a unique all-inclusive user licensing model, enabling a complete, real time view of your business anytime, anywhere.Hear a company overview followed by a product demo highlighting Acumatica Distribution Edition.Find out why more mid-sized companies are choosing Acumatica as their ERP solution. Register Here

0
paulinecho73
Freshman I
2 years ago
J
Freshman II
jon95Freshman II
asked in Distribution

Account details on Inventory Allocation Details

I am wondering if anyone else has seen the Account details disappear on inventory allocations once the allocation has been filled?  We see on items that are marked as SO to purchase that the account details show, but once the item is received these details disappear.  At this point the allocation is still valid as the items have not been shipped.  See screenshot 

0
J
Freshman II
2 years ago
stacy16
Varsity I
stacy16Varsity I
asked in Distribution

Mobile App Sales Orders

After updating from 2020R1 to 2021R1, i went to create a quote in the mobile app and this is what popped up. Does anyone know if this is something that needs to be fixed at the inquiry level or customization level? I am not sure where to start.Thanks!

6
stacy16
Varsity I
2 years ago
M
mcarlyle
asked in Distribution

Sales Tax Changing Region when converting sales order to Invoice

It is not happening on every sale but periodically the sales order when we convert it to an invoice changes the ship to address sales tax to the company address rate.  the office is VA but ship to is Florida in this example. 

0
M
2 years ago
dougmcbride79
Varsity I
dougmcbride79Varsity I
asked in Distribution

How to add outgoing shipping to cost of goods

How can we add outgoing shipping to cost of goods?  

2
dougmcbride79
Varsity I
2 years ago
Jp89
Varsity I
Jp89
asked in Distribution

Threshold Limits / Check on Quantity Ordered & Price Entered on Purchase Order

Is there a way in which the Quantity or Price can be checked or subjected to a threshold limit? This can prevent or reduce keying error entries. Perhaps the Limit on the Purchase Order should be enabled so e.g. If we already have a Max quantity in stock, then we should not be able to enter a new quantity to be purchased, unless their is already a sales order logged against the quantity on Stock, and then if so, that only the difference in quantity can be ordered and within a price range (otherwise requiring additional overriding authorisations).

0
Jp89
Varsity I
2 years ago
L
Semi-Pro II
larrylySemi-Pro II
asked in Distribution

Anything way to automatically export inventory level to csv and send to sftp server

Anyone knows how to make it automatically to export inventory to csv and send to sftp server? I know I can export to csv and manually upload to sftp. I want to know if Acumatica has anyway to do it automatically. Even execute a command line after export file.

1
L
Semi-Pro II
2 years ago
B
Freshman I
bmowbray33Freshman I
asked in Distribution

Default shipping settings on vendor

We have a customer that would like to default Shipping VIA and FOB Point fields.  Does anyone have an idea of how to do this?

3
Naveen Boga
Captain II
2 years ago

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