Distribution

Hello Community!I’m curious if anyone out there is currently using Acumatica or a third party software that integrates with Acumatica for Bulk Truck Loading operations?  We’re a company that has a division that loads bulk materials into customer’s trucks on our site. We also have a rail spur we do bulk loading from. I’ve seen several solutions for fleet management but this isn’t our fleet and we’re not managing the trucks after they leave our facility.  We currently have a home grown application we’ve used for many years that we’re looking to replace with Acumatica and/or a natively integrated solution.Some key things we’re looking for:Scheduling Customer Pickups (Day and Time by Pickup Number) Truck / Customer Tracking per  Matching Pickup to Order/Shipment Rerouting Shipments to alternate customer locations Scale Operations Rail Operations (Multi-car and Multi-destination) BOL Creation Price Management by Customer / ContractIf you know of a solution that could fit all of these into a

I would like to know which industries Acumatica WMS is being used in and how it’s going. Please share any experiences if you are using it live to ship product (or if you are in the process of setting it up)!

We have to delivery inventory items to 2 different addresses for the same warehouse, one is a secure delivery, one it to a typical warehouse location.  We have only figured out how to set up 2 warehouses and then manually transfer the secured item to the typical warehouse.  Would there be a way to automate this transfer?  Or is it possible to have two addresses for the same warehouse?

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I understand the Schedule recurring sales orders is a future consideration so wondering if anyone has come up with a workaround or customization?  A supplements company (prospect) needs the ability to setup an order for a subscription that ships the items on the subscription based on predefined ship dates.

Without losing sales history, how do we deactivate item sub classes we no longer use?

Does anyone know if there is a way to indicate any changes to a Purchase order or Sales order after the change has been made?  Maybe a way to Highlight what changed or have a PO Version # at the top? Thank you. 

Is there any field in sales order header I can use to know that all stock items in a sales order have all been allocated? All allocated means that on the Line Details, all lines have Allocated box ticked in full quantity. I am working on an automation that is triggered immediately by the above condition. I can create a business event with a GI that shows allocation status in sales order line however this GI needs to be grouped, as a result I can’t use Trigger by Record Change in the event type as it won’t work for a GI that is grouped. I can then only use Trigger by Schedule which means a Schedule needs to be created however the lowest execution frequency is 00:01 (1 minute). I need this automation to trigger immediately after all items are allocated. Hopefully this all makes sense.

Hi,I would like to set up the replenishment setting by using forecast model moving averageHowever, it seem like nothing much info i can get from online Can anyone share the setting step? Thanks,Cheng

Hello, My company has a generic inquiry they use to show when items will go on back order at the line item by using this comparison in the conditions tab of the generic inquiry.So we are wanting to see items where the quantity available is less than the quantity ordered. Simple enough. However, the QtyAvail from the InSiteStatus table seems to be subtracting the qty from the order quantity first, then making the comparison. Therefore, we are seeing items on this GI where they may be 400 available and 300 ordered. But the “Qty Avail” in the GI is saying 100 available, because it already pulled the 300 for that order. So it is showing that order on the report, even though that one is good.  Any ideas on how to fix this, or maybe another better way to show items that are going to be put on Back Order?  Thanks!

Hello Everyone,We have requirement to override the Print Shipment Confirmation in the Shipments screen and pass the DeviceHub parameters like PrinterID and No of Copies. Can you please help me with the code sample to override the Print Shipment Confirmation Code and pass the DeviceHub parameters. 

How do I handle this issue using Receive and Put away 25R2 Purchase Pref Default Rec Qty = Open QTY enter PO on Rec & Put Away Receipt is created  Note - PO is more than 15 lines so lines do not populate scan first item with qty 3 open for serialized item prompted for lot serial enter serial number  error below when I hit OK 4 lines display not 3 and end up with 4 received error : The Receive mode is in use.The scanned quantity exceeds the quantity in the BP108849 PO receipt for the 3M.33633 item.Confirm receiving 3M.33633 x 1 EA. The following quantity of the item will be added to a receipt line that is not linked to a purchase order: 1 EA. To confirm, click OK.

We have 5 different Pivot table that use a single Generic Inquiry(GI) as the source . Does this affect performance ? When I open one of the Pivot table which has 190,000 records in it . Th system takes about 30 seconds to load before displaying the records in the Pivot table. I am wondering since a single GI is used as a source for 5 Pivot tables , it takes around 30 seconds to display one of these five pivot table or it is because of the number of records(190,000) in this Pivot. What would you recommend to optimize or streamline ?

Dear all,I have a case that salesman creates sales order in Google form and then push all to one google sheet file.Now How to I can create Sales order in Acumatica by reading data from google sheet?Please help us for this case.Thank you very much

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We have large service orders with many lines - each line represents a task at an appointment and we can have up to 20 appointments. There are often times when a task can’t be completed at an appointment. We want our service techs to be able to indicate a reason code when a task is not completed, and a free text field to indicate the reason - and of course we want to be able toe easily report on these reason codes on a weekly basis. See example of an appointment task and what we would like to see: Inventory ID - Service L1 - Status - Not Performed - Reason Code - 04 Wrong Measurement - Reason Description - “Client provided wrong measurement”. Is there any way I can get a field like reason code in the Detail section of Appointment/Service Orders without a customization?  I see there are attributes associated to the SKUs which are used in the Detail section but I don’t see any way of adding those attributes to the Detail section. I am also able to add attributes to the overall SOR/Appoint

Hello, need help in Production Jobs created from Sales Order.Once the Job is completed, serial number is auto allocated in Line Details (allocations) in Sales Order screen, how we can avoid auto allocation of serial number when job is completed. Do we have any configuration level setting to do this. We are in 2022 R1,Build 22.109.0023

When creating multiple AP Bill for a single Service PO, the quantity for the second AP Bill appears as 0.00 by default. I have done the following setups but am wondering if I missed anything, as logically, if the PO is still open (and set PO Line to close by Amount) then irrespective to the number of AP Bills the quantity should repeat at 1 (unless Acumatica defaults is 0.00 - can this be changed).Below is the scenario, using Acumatica demo data.Non-stock Item setup: Close PO Line: By AmountPO created for 1 unit at unit cost of USD20001st partial AP Bill created for USD 800.00. Quantity 1 automatically appears when creating AP Bill and ADD PO or convert PO to AP Bill and update amount.2nd partial AP Bill when created from PO to Enter AP Bill or from the AP Bill and ADD PO screens, both options display Quantity as 0.00Shouldn’t the quantity still reflect as 1? How or what can I do to allow the default quantity to be 1 in the above scenario until the amount in the PO is 0.00 or closed.

If I set moving average for Replenishment source : PurchaseWill the same moving average also be automatically considered for Replenishment Source : TransferIn the below , if moving average is set for warehouse 1 , will the same moving average apply to warehouse 2 , 3 and 60 ?  

Hi, Recently we had RC for a customer who returned items during the transaction we were not yet on Acumatica. We had to process the RC with special inventory code where price and discount was in accordance to the original invoice. Now during shipment and CM preparation, the system automatically updated the SO’s discounting to that of current discount of the customer. Unfortunately, the clerk failed to check that prior posting resulting to discrepancy. Is there any way or work around that we can avoid the same system behavior in the future? TIA! :)

Hi Connections, I have a question about intercompany sales orders > Sales Pricing not updating as configured. I've provided the scenario below.Let's say inventory ST0034 I am creating a purchase order on behalf of SERVICE EAST Company. Vendor will be a WHOLESALE company. I set the vendor pricing as "RM 200" and the sales price as "RM 300". As I can see in the PO, the vendor price has been modified in accordance with the vendor pricing document. Then I convert that PO into a SO after noticing that the inventory price has not been updated as per the sales price in the sales order. Still, it appears to be merely the vendor purchase price. Since it was an intercompany transaction, we defined the price in sales pricing,  Can anyone help me on this… Thanks in Advance.  RegardsRam 

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We have a situation where we have 9 warehouses all physically next door to each other, Some warehouses have an upper area. These warehouses store different items types / value in their respective warehouse. As per Acumatica these 9 warehouses all belong to the same building thus making scan and transfer possible. But the only time this is needed is when a sales order has items from different warehouses needs to be sent to the a sort area ready for packing and shipment.The issue here is that Pickers are assigned to the 9 different warehouses and are not all gathered at one single starting place so the criteria to place path values at each of the particular warehouses Rows, shelves and bins is not possible for the algorithm to do a computation and result in picklist assignment.It seems to me that this leads me to use “manage picking queue” and assign pickers to the picklist where a sales orders items lie amongst the 9 warehouses. However if i do manually assign a picker to a warehouse to

Hi everyone,I'm looking for guidance on integrating Acumatica with freight providers (e.g., EasyPost, StarShip) and configuring freight costs and sales prices. Specifically, I need help with:1. Setting up the integration with a freight provider for real-time shipping rates.2. Automatically pulling freight costs into sales orders.3. Configuring sales prices for freight charges based on weight, zone, or other criteria.4. Best practices for handling manual freight entries when needed.If anyone has experience with this setup or knows of any training materials covering these topics, I'd appreciate your help!Thanks in advance.

Before our latest upgrade to V2023R2, which included upgrades for V2022R1 and V2022R2 the code below worked, now it doesn’t.  We learned our lesson to not skip multiple updates and in the meantime I am scrambling to fix code that once worked.The information on CreateShipment states a string operation parm is needed.  I went to GoTo Definition in SOOrderEntry Operation List and found that there are two options, I for Issue and R for Receipt.I do not know what the operation field does or how it affects the create shipment.   I also don’t know how to add the parm in a way the CreateShipment method will accept.CODE:SOOrderEntry.CreateShipment(adapter, order.ShipDate, Filter.Current.UserWhse);