Distribution

Hello,We’re still relatively new to Acumatica and are encountering some issues when attempting to update pricing on an existing Purchase Order. We’re following the below process:-Create the PO and move to Open status-Recognize a price update is required-Place the PO on hold-Attempt to update the price via item vendor prices (manually if only a few items)-Ensure effective date is before promised on date-Attempt to update price via worksheet-Select recalculate price to perform updateThis process has resulted in some successful price updates and some non-successful. My question is, are we following the correct process to update prices in already created POs?

Hello Everyone,We have a multi-company client that makes intercompany sales/purchases for the same items between multiple different companies. Intercompany Sales Order generation requires a default warehouse for the creation of the Sales Order.  Customer and Stock Item default warehouses do not work becuase the same stock item could be sold to multiple different intercompany customers.Is there a way to default the warehouse by the selling branch?   Thank you!Luke

Wondering if anyone has any customizations/add-ons used for container management in Acumatica that does not involve PC Bennett or IIG container modules? Looking for ideas on how others are handling.

On Process Shipments page, can you only process shipments for that current date (or prior?)  Not any shipments in the future?   We will be closed for a couple weeks and would like to process shipments early  (That will be picked up by UPS while we’re closed)  we would like to keep the scheduled shipment date as actual date UPS picks it up..  For invoice, billing, etc.I see how when creating a shipment you can create for scheduled shipment date.   Also, invoicing.  Prior to releasing you can change the ship date that automatically  adjusts the net30 and posting period.It’s seems like the only hiccup is printing the labels.    

hello all,I have been trying to find a report Qty On Hand traceability report. So the report should display the Qty On Hand for a specific period. For instance, if my qty = 10 for June and I made a sale of 5 in July, so irrespective whenever I would the report if I enter my period of June in filter it should show me that in June month I had a qty of 10 units, expanded by Lot/Serial number & warehouse/Loc. Where can I find such or any references?

When I attempt to correct a previously created Purchase Receipt, the system does not generate an IN Reference. As a result, the Batch Number is also not created.Has anyone encountered this issue before? Any insights into possible causes (configuration, posting status, or known limitations) would be greatly appreciated.

Hello,      Happy 2026.     Our company's scenario is as follows: We have two branches – Branch A (corresponding to Warehouse A) and Branch B (corresponding to Warehouse B).    We have certain items that are centrally procured by Branch A but sold to end customers by Branch B.    When using the replenishment function, we hope to monitor the inventory of Warehouse B. Specifically, when Warehouse B's inventory falls below the reorder point, it should trigger the preparation for replenishment.     However, we want the procurement to be conducted by Branch A with the vendor. In other words, the generated Purchase Order (PO) should be issued by Branch A (linked to Warehouse A) to the vendor.Is there a way to achieve this?

Hello all,How to setup & enable 3 way match feature? Is it available in 25R2? I need guidance on this. Thanks.

Hi,Could please let us know that whether there any option is available to convert discount in "Discounts Tab of Purchase Order" to "Discounts Tab of Bills and Adjustment" automatically?Thank You. 

I’m wondering if it’s possible to change the line details (locations) allocated on a shipment via API. Let’s say row 1 has a qty of two, allocated to two different locations, I want to change those locations via API. I have not been successful in doing so. 

We are trying to link three Sales Order to one Purchase Order. We were able to get one SO linked to the PO, however, the other two cannot link. There’s not even an option to see them. Both are using the same Source and vendor, and part. Any guidance on how to solve this would be greatly appreciated.Purchase OrderOne of the Sales Order 

Hello all,i am facing an issue where, And my PO:how can we write off the extra balances?  

My client needs the ability to have multiple shipment open on a sales order simultaneously. The create shipments to tell the warehouse to prepare configuration of the shipping items, prepares a pro-forma invoice, and creates a shipment to send to US Customs.What have others done for their clients to achieve this or this type of need, workflow customizations?

Hello,We need the freight cost that is defined on a dropship PO to be linked back to the sales order. We need the freight cost to be tracked and passed from the vendor back to the customer in order to track profitability for the freight line on the sales order. If we do not have the ability to track freight cost, then all we are getting on the sales order is the freight price which throws off profitability.  Tracking dropship freight cost to a sales order invoice. Here is a dropship purchase order. I added line 002, Freight Charge, onto the PO at a $50 cost. This is the cost the vendor is charging us for freight. This line is linked to the sales order. We would like this cost reflected on the sales order that is linked to the dropship purchase order for profitability purposes.   Here is the sales order that is linked to the dropship purchase order. As you can see the “Freight Charge” has a price of $100. To explain further we are charging the customer $100 for freight when the freight

Hi,I am running into an issue with a client on version 25R2. I am able to generate a Project Drop Ship PO from the project. However, when I try to create a PO Receipt against the Project Drop Ship PO, I keep on getting this error message below. The trace log does not provide any detail. I reviewed the inventory and stock item configuration everything appears to be okay. Do you know what I am missing or could it be a bug? Any insight would be great. Thanks,​Frances  

Hello Everyone,I would like to know whether any liquor distributors or alcohol beverage distribution companies are currently using Acumatica?If yes, I would appreciate hearing about your experience with inventory management, order processing, compliance handling, integrations, and overall system performance within the distribution workflow.

any thoughts or passed discursion on this customer question ? For SO’s that are sitting in awaiting payment or credit hold. How do we get it so that it commits that inventory? We need to be able to plan for that inventory.

Hello,we have a multi company & multi branch setup. How can 1 setup the warehouse & location for the items being undergoing intercompany transactions across branches & companies as we only have the option to set a single default WH & Loc.

Hi there, I have received a PO and now want to do the putaway but it keeps giving me this error:Put Away mode in use.Error: Inserting  'Receipt' record raised at least one error. Please review the errors.Document is out of balance.Scan the destination location. Im assuming this is because i havent been prompted to enter the quantity that i am putting away.Is there a setting i am missing?  

Our team picks 12 orders at a time using the mobile scanners and pick lists.  When multiple orders in a pick list (wave picking) have multiples of the same item, picking directs them to pick one per tote until complete.Example: totes A, B & C each get two of the same white shirts.  A picker will be directed to put one unit in tote A, one in tote B, one in tote C, then another in A, another in B and another in C.Is it possible to change it so that they are directed to put two in A, two in B and then two in C?

We're working on an Inventory Aging Report as a standard feature in Acumatica, and we want to make sure we build it the right way.We already published a survey in the related idea:A big thank you to everyone who has already responded! In case you missed it, here's the Survey link.Your input is invaluable — we'd really appreciate hearing from you!

We have some items that require a core return.  We ship out the new item and include a return label for the return of the core.  We generate the return label in Shipstation, tied to the order/shipment of the new item going out.Shipstation sends back the UPS tracker for the outbound box, but I’m not seeing anything that also has the tracker for the return label.  I’m guessing it doesn’t come back into Acumatica, but I thought I’d see if anyone else may know.

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.

Hi all.Currently, the system uses the “Available” quantity to validate stock when creating a Sales Order. As a result, a warning message is triggered when there is insufficient “Available” stock (please refer to the attached screenshot). However, the internal process is based on the “Available to Ship” quantity rather than “Available”.Could you please confirm if it is possible to modify the warning logic to reference “Available to Ship” instead of “Available”? This would ensure the system behavior aligns with our operational workflow.I have tried it adjust this with “Availability Calculation Rules” but was unsuccessful.Appreciate your guidance on this.Thanks in advance!

Hello all,I have created 3 SOs for the same customers on different dates. I then created a single Shipment for those 3 SOs but upon creating an invoice, from the Shipments screen, it create 3 individual invoices. i did check under the order Types, Bill Separately checkbox is inactive.Not only this when the other day I created another set of SO for another customer, 3 SOs → 1 Shipment, it generate 2 invoices from the single shipment for 3 SOs. What could be the other reason for so?Any thoughts?