Distribution

Hello Community,We have faced one unique problem where our punch out creates cross references for all the NON-STOCK items from PUNCHOUT orders. Recently one of our customer reported that one or more items have the same manufacturer part# but different UOM making Acumatica cross reference reject the alternate item entry. After researching we found that Acumatica cannot accept alternate ID with multiple UOM for the same manufacture item from the vendor.Have you faced similar issue with your PUNCHOUT or using alternate IDs and what solution have you implemented? By the way this PUNCHOUT feature is a native Acumatica customization developed by our team but we saw this problem as common to everyone who uses alternateID for their cross reference.Any feedback or solution on this will be greatly appreciated.Vivek Vemunoorivivek@xtramilesoft.com  

Hello all,Recently while implementing Punchout feature for Acumatica for a customer, the users showed us how they utilize the replenishment functionality to create multiple orders for different vendors.While designing the Acumatica feature we focussed only on the Vendor site connection and bringing CART back into Acumatica and create either Requisition or a PO for approval and then sending order directly to Vendor.Now this replenishment order creation caused us delay in our implementation. So the question is how many of you actually use this feature to create orders. If you use “PUNCH OUT” feature how useful this feature to you to place orders directly from replenishment to approved Vendors?  We would like to hear this from the users who are heavily purchasing and have to either entry in Acumatica and then the vendor order site or sending the PO to their order system via email. We appreciate your feedback as this helps us plan and address

Good day,Under Inventory Planning, is it possible to generate a forecast by customer class instead of by individual customer, without requiring customization?If customization is required, can this be achieved with no-code/low-code customizationKind regards,Wilson

I have been trying to delete existing Sales Prices or change the expiry date with an import scenario.I can expiry them OK if the expiry date is null using the follow scenario: But once the expiry date it is set it appears that the existing records cannot be targeted to either delete or change the expiry date.  Is it possible?There is a post on How to Bulk delete all line items in Sales Prices | Community (acumatica.com), however there may be too many records for this manual method.

Hello Linkies,I have created a new PO report - PC PO (PC651000) in the system that I would like to add in place of the Print Purchase Order report as highlighted below.But I am unable to add the newly created report by modifying the Mailing & Printing tab in the Vendors (AP303000) form & Purchase Orders Preferences (PO101000) form.  Kindly let me know how can I achieve it. I am not looking to modify the already existing report.

Hello,I have a couple of questions regarding Purchase Order approvals in Acumatica.1. Approval by amount using Workgroups instead of specific usersFor Purchase Orders approval based on amount, I have configured an Approval Map with conditions.However, instead of assigning a specific user as an approver, I need to assign a workgroup that can approve these documents under the defined conditions.The goal is to avoid constant changes in approval settings and to ensure that if one person is absent, another member of the workgroup can approve the document. Is it possible to configure Purchase Order approvals using workgroups instead of individual users? If yes, what is the correct way to set this up? If not, what alternative configuration options are recommended to achieve this behavior? 2. Approval ba

Hi all!I’m trying to create a report for my company that will show inventory unit sales by INVENTORYID.So far, every combination I’ve tried is “tripling” the units sold in the final query.I have the below Joins:ARTran Full → InventoryItemARTran Left → ARInvoiceInventoryItem Left → POVendorInventoryInventoryItem Left→ InItemCostGrouped by: ARTran.InventoryID.Results Grid:VendorID VendorInventoryID InventoryCD InventoryItem.Descr (Calculated Field) → =sum(iif([ARTran.TranType] = ‘CRM’, -1 * [ARTran.Qty], [ARTran.Qty])All fields are showing correct except for the unit sales which seem to be tripled in quantity. Hoping someone can point out where this may be coming from :) Thank you!

We are currently doing stocktakes in this system for the first time.  We have had a couple of counts error in the Physical Inventory Review screen when trying to Complete PI.  The error we get is ‘Updating Item ##Inventory ID## in warehouse ##warehouse## quantity available will go negative.’ As an example the book quantity is 3 and we are trying to post a physical quantity of 0.  We don’t allow items to go into negative however that is across the whole system.  This has happened on about four of five items out of thousands.  Any ideas on why?  We have checked Inventory summary/allocations etc and nothing has been allocated. It is a rarely used part and has had the initial adjustment in, then a transfer that is pretty much it.

Hi Everyone,I prepared a sample email template to send package information when a shipment is confirmed.Currently, our end users go to Shipment → Print Shipment Confirmation → Select Email Template → Send Email.I have already prepared the Business Events and added the <foreach> loop in the email, which is working fine at the moment. However, due to our business requirements, we would like to send the email through the above process, but it does not work as expected.I tested using the following syntax: <foreach view=""> <foreach view="Transactions"> Could you please review and advise on the solutions or steps to resolve the issue. Same email template works when I use the Business event 

Is there a list of consultants that can help with setting up Acumatica and some minor accounting help.

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.

Is anyone having issues with Import Scenarios in 2025 R1? I have checked all my entries and continue to receive error messages. I checked with AI and here is what I received: Key insight: You are doing everything correctly: mapping, source fields, commit, key. The error is internal to Acumatica’s Stock Item Summary import path, not your file. This is a known issue for many versions (including 2024 R2 / 2025 R1).

When I click on the ADD ITEMS TO PACKAGE on the SHIPMENT, the ITEMS are not in the same order as the PICK LIST. Why is that? and more importantly, how do you fix it?Please advise. Thanks!Roberto

Is there a way to automatically calculate the weight based on package contents (item weight x qty) when processing the packing of packages manually via the Shipment form? I noticed that if I use the Pick, Pack, Ship form or a scan gun (WMS), that the weights are calculated for each package. This same calculation is not working directly in the Shipment form.

I have a report designed based on the historical inventory valuation and I would want to introduce a date range parameter instead of using the Period as is with the standard Acumatica forms. I have the report date field selected via the filter but when I run the report on data is extracted.Has anyone worked with an inventory valuation report where one can draw the date parameter range instead of using a period?

Hey all!I want to understand how the dead stock inquiry is calculated. We are in a manufacturing setting so our consumption of inventory are “issues” instead of sales.  How is the “dead stock quantity” and the “In dead stock (Days)” calculated?  Thanks for your help!

Is there a best practice to setting up cycle counts? No matter what I try, the cycle count is selecting too many items. I tried a couple of different configurations for one of my company’s warehouses. The warehouse in question has about 13,000 items and I want to count every item 3 times per year spread out over the full year. I tried setting up a single cycle with a count frequency of 3 and assigned it to all items in the warehouse. I also set up multiple cycles, all with a frequency of 3 and randomly assigned them to items. Lastly, just for testing I created a cycle with a count frequency of 52. In every case Acumatica returned over 5,000 items to count in the first cycle count. This many items defeats the purpose of a cycle count. I would expect at a frequency of 3, the system would return 3,250 items to count [(13,000 * 3)/12]. What am I doing wrong?

Has anybody figured out how to show multiple tracking numbers per shipment, so we can have that populated in an email template to notify our customers with all tracking numbers along with the URL linked. Just looking for an example if somebody has cracked this code. Scenario: Shipment document might have few line items which needs to be shipped and the shipper packages into multiple boxes and gets tracking number for all those boxes, the tracking number gets stored against each package. How do we show those tracking numbers in the email template with looping so it has the tracking number and URL to click. Appreciate the response.

I’ve discovered an issue with the way Acumatica is managing the `POVendorInventory.IsDefault` field We have a number of items that can be purchased in multiple UOMs which are set up on the VENDORS tab of the stock item. When removing we remove one UOM from the POVendorInventory table, the other purchase units are updated with the `POVendorInventory.IsDefault` field unchecked, leaving the item with no default vendor! This error happens whether we manage the item from the stock item listing or the Vendor Inventory (PO201000) table. The most confusing issue is that when you remove a UOM and save, the isDefault checkbox remains checked as True unless you refresh the page or hit Esc. This gives the appearance the the vendor remains the default vendor for the other listed Purchase Units As I’ve noted elsewhere, this is a very odd field as it’s critical to a lot of purchasing and yet i

Hi All,Has anyone encountered this issue before where no customers are showing up when we add a new SO. I am using a demo dataset. I appreciate all the help.Thanks.

In the case where an employee sometimes is reimbursed for Employee expenses (Travel, Living, Lodging and Entertainment come to mind) but also provides services which are not part of their employment contract, i.e. Advertising.When entering the bills for these activities, is there a way to indicate for each item whether it is reportable as a 1099 reportableactivity as opposed to an employee expense re-imbursement, which would not be considered income, and should not be reported on a 1099.

After hearing a lot of feedback around the number of scans and some confusion around the Set Qty feature during picking, we are designing an enhancement to the quantity entry for the Pick, Pack, and Ship screen. The following four sections are what we consider to be potential modes of behavior. Each section contains a Click Count which summarizes the actions required for each Mode. We will use an example of a shipment for five (5) units of one item.Legacy Mode: Quantity increases by 1 per scan. Using the Set Quantity button replaces the picked quantity with the number entered on the screen. To pick our example shipment, we would need the following steps: Scan the Shipment Number Scan the Location Scan the Item => (Quantity Picked: 1 of Quantity 5) Click Set Qty Enter 5 => (Quantity Picked: 5 of Quantity 5) Confirm Shipment Click Count: 6 actio

When creating a shipment from a sales order, is there a setting or configuration that does not automatically populate/allocate the Warehouse location? We would like to leave that blank/unallocated and give the picker all the qty on hand on the pick list.Once they pick, then they choose the location before confirming. 

Hello, we need to help in getting report using API.From screen, when we click on report button, we are executing some logic and then opening up report. So we would like to know how can we achieve this using APIs.

We have a customer seeking “sales order automation”.  Essentially they want something similar to AP automation to read a customer PO and create sales order / quoteIs there a third party that could provide this functionality ?