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Distribution

Inventory, Orders Management, Warehouse Operations

  • 2,251 Topics
  • 8,388 Replies
2251 Topics
J
Freshman I
jay13Freshman I
asked in Distribution
IS THERE A WAY TO ENLONG INVENTORY ID? (more than 30)

Hi,I have some items which the supplier part number is more than 30 characters.Our current setting is to put it under attribute, the issue with this it is not searchable when issuing Purchase Order.So I want to move it to cross reference, then it comes this question, the limitation of cross reference length can be extended ? 

4012
Naveen Boga
Captain II
N
Jr Varsity II
NAWRESJr Varsity II
asked in Distribution
Default Shipping Rule

Hello Guys :)  When we create a new business account, the Shipping Rule (Delivery Settings) defaults to Cancel Remainder. Is there a way to set the default shipping rule to Back Order Allowed for Business Accounts like we do for customer (through family class) ?  Thnx :) 

6724
C
Jr Varsity II
meagan59
Varsity I
meagan59
asked in Distribution
Stock Item base UOM won't update

 When we try to update the Base Unit from CS to EA, the setting just returns to CS without an error. What may be causing the issue? Are there other item settings that stop the user from changing the Base Unit?There is no current stock for the item and no open transactions in the system.  

89011
R
Semi-Pro III
B
Freshman II
byates
asked in Distribution
SO Shipments moving inventory in transit

Hello, apologies for the long question.I am working to setup Acumatica and noticed the handling of inventory for Sales Order shipments is different than every system I have worked on in the past. With our current configuration, when you create shipment for a Sales order you stop just short of Updating IN. This is because one you Update IN it creates the inventory COGS transaction on the PL. We do not invoice and recognize the revenue, until the product is delivered to our customers. So if you do Update IN this creates a disconnect between revenue and expense (not an option). However, if you do not Update IN the inventory remains “On Hand” at the warehouse and all reporting shows those quantities on hand. What I would prefer to see is that inventory moved to In Transit until the SO is invoices at which time the inventory is expenses and the Receivable is created. Due to the inventory remaining ON Hand I am having a difficult time reconciling physical counts at our sites and creates a hu

48913
V
Jr Varsity III
M
Freshman I
matt87Freshman I
asked in Distribution
Add Shipping and Handling Charge to Sales Orders

My company adds $3.75 handling fee to outbound UPS shipments. This amount is added to the freight cost we incur from the carrier (UPS), the sum of the two quantities (freight cost + our handling fee) are combined and billed to the customer on their invoice. I see handling charges can be added using SHIPPING TERMS, which can be assigned within CUSTOMER CLASSES. However, if I have a sale that is delivered via my company’s truck or if the customer picks up at my facility there should not be a shipping and handling charge. I’d like to avoid relying on users to manually change the SHIPPING TERMS on a sales order each time there is a customer pickup or deliver via our truck. Is there a way to attach the shipping and handling charge to SHIP VIA or CARRIER so this is automated? There must be something I’m missing in order to accomplish this. We are not the only company to use freight padding.Thank you,Matt

10685
DConcannon
Varsity II
max21
Freshman II
max21Freshman II
posted in Distribution
WMS Picking -- Is anyone having success?

Hello, We’ve been using Acumatica WMS for about two years now. We were initially excited about the picking functionality—using a smartphone via the Acumatica app, or a handheld scanner—but it has not lived up to our expectations. I’m curious if anyone is having success? Here are our pain points: In order to pick via the handheld, you also need a printed picking worksheet to know where to go and what to pick. Using the Review screen during the pick is inefficient to look back-and-forth between. I wish the picking screen would tell you more about where to go, what SKUs and quantities to pick, rather than leaving you “blind” to that information.  It is therefore much easier for our team to just use the printed picking worksheet to pick orders. Using the handheld takes much longer.  As far as I know there’s no way to simply mark a picking worksheet as “picked” in Acumatica. You have to actually scan everything (which takes forever). Therefore our team just deletes the picking worksheet aft

137914
R
Freshman I
R
Captain II
ray20Captain II
asked in Distribution
Can IN issues which be generated by Credit memo having original cost on customer return items

Hello,       I met a case, user miss put 66.2 cases line item on invoice, which should be 66.2 lb. The “real” shipment is 66.2 lb. And AR total is correct. So it is just system document typo error. Then I manually created a credit memo, which is to get 66.2 cases back(virtually) and issue 66.2 lb.       Then I found out the IN issues based on this credit memo is automatically released. However, the cost of the returned 66.2 cases is 0.      Which I’d like to be the same cost as the sold items. Such as $6 per cases.        It might be my mistake, that I just added the credit memo lines manually. I am not sure, if I used the “add return line” function, whether the cost would be input as I expected. But sometimes it is the quickest way to do it, and users are preferring using this way (add lines directly), because it is quick.         If I would like the customer return at original cost, what is the best way to do it?

3638
Dana Moffat
Acumatica Moderator
A
Semi-Pro II
alicezyks51Semi-Pro II
asked in Distribution
Inventory Summary out of balance versus PO Lines

The quantity open on PO per the inventory summary is overstated. One PO (PO001122) line is duplicated in the summary and the MRP detail inquiry, but is correct on the PO line inquiry and the actual PO. The promised date was changed for a couple items on this PO (supply chain issues) but only one line is being duplicated.We have run “Recalculate Inventory” and the error did not resolve. Also tried editing both the PO and the line but the duplicate is not clearing. Below are screen prints showing the discrepancy:We’re at a loss to figure out why this discrepancy occurred and how to resolve it. Any thoughts or suggestions would be appreciated. Thanks!

1869
Kandy Beatty
Captain II
D
Freshman I
DharmandarKumarFreshman I
asked in Distribution
Purchase Order Create time Approve Action Perform Through Rest API

In Purchase Order Create Time Approve and reject action perform through Rest ApiI can’t Find action To perform approve purchase Order 

2502
jinin
Pro I
Michaelh
Semi-Pro III
MichaelhSemi-Pro III
asked in Distribution
Block Items not allocated to the PO Vendor

Every Purchase Order requires a Vendor. Every Item has a Vendor attached to it. How do I tell a PO to only allow line items who are set for the vendor on the PO? Example: I am buying from Bob on a PO, but Acumatica lets me try to buy an item that is only sold by Frank. If a PO is for Bob, why can’t the item selector only show me items buyable from Bob? I don’t care about the things I can buy from Frank. This would also help ensure that the vendors are attached properly (like Bob sells Milk, but I don’t see Milk on my list, so I know something is off on the item). Hopefully this is a toggle somewhere I’m missing.

14913
Kandy Beatty
Captain II
J
Freshman II
JacobFreshman II
asked in Distribution
How to prevent an Item from being dropshipped?

We work with hundreds of vendors, some with whom we can drop-ship and some we cannot.  Is there a mechanism by which we can prevent a user from creating a drop-ship PO on a certain items or with certain vendors?

884
Laura02
Captain II
C
classiter
asked in Distribution
Confirming Shipment / Grabbing Labels from USPS takes way too long

We are trying to wave and batch pick thousands of shipments per day. The system will not allow us to print the labels until the shipments are confirmed, so we have a business event running that will autoconfirm the shipments after they have been picked. This allows the picker to print the labels and packing slips directly after they have picked. The issue is the confirmation takes 30-45 seconds or more per shipment. so if we are batch picking 25 orders with the same product on them, it takes 10 minutes until the labels can be printed. There has to be something we are missing here - confirming a single shipment manually only takes a couple of seconds. We are using out of the box Stamps.com integration.  

972
R
Semi-Pro III
A
Jr Varsity II
acumaticapm182Jr Varsity II
asked in Distribution
How to fix Can't make a Sales Order because it has no Quantity Balance but the inventory have items?

Hi  Can you help me how to fix this issue. I want to create a Sales Order but I have a problem, when I’m doing SO I found out that I have no Inventory Balance but when I checked the items are there. What should I do? This is the Sales Order (Inventory ID - 00002647) This is the Inventory Balance I’ve already checked in Recalculate Inventory (IN505000) but it nothing happen  Thanks

6597
A
Jr Varsity II
Nancybielke83
Freshman I
Nancybielke83Freshman I
asked in Distribution
Using Stock KITs and Substitution (Related Items)

Setup some stock skus to use related items (set the item class to NOT allow Negatives) and tried to assemble a kit that one of the components was at a qty 0, and had allow for substitutions but I’m not sure where I pick the substitution item to add to the Kit assemble BOM.  Is there something I’m missing in the process?   How do I process the substitution?  

57313
Nancybielke83
Freshman I
J
Freshman I
jechangFreshman I
asked in Distribution
How to closed a request without creating requisition?

I have a scenario whereby internal employee make a request of inventory items that have existing stock. Thus, when an internal employee enter a request, it will alert or send notification to logistics team to either perform issue or transfer of item to another warehouse or location. When the employee has received the item, the employee can manually close the request form. Or how to manually change the Issue Status to Received, so that system will automatically change the status of the request to closed. Does anyone have any suggestion/solution for this? thanks alot 

2422
Laura02
Captain II
variuxDavidE
Jr Varsity II
variuxDavidEJr Varsity II
asked in Distribution
Automated Recurring Sales Orders from Customer Attributes

Good morning. I have a client who needs to generate recurring sales orders to fulfill a quarterly magazine subscription. In an attempt at creating the most streamlined account setup workflow, I have proposed this solution:1) Create Customer Template for Magazine Style (4 to chose from)2) Store Subscription details in the Customer Attributes with details Then trigger automated Sales Order Generation based off of Customer Attributes. However, this last part in the process has proven to be above my head.  My general concept was to create a GI that would pull customers that match this profile, then generate a sales order from 1 of 4 templates, using 1 variable from the Customer Attribute (qty of magazine line items per order). Here is a screen shot of my attributes setup.Build 19.205.0023 Any ideas on how to make this happen or another better idea that is more simple?  

4086
variuxDavidE
Jr Varsity II
A
Jr Varsity II
acumaticapm182Jr Varsity II
asked in Distribution
How to upgrade version 2020 R2 into 2021 R2 in Acumatica?

Hi all, Can you help me on how to upgrade my existing version (2020 R2) into (2021 R2) Thanks

11264
A
Jr Varsity II
S
Freshman I
scottaisd00Freshman I
asked in Distribution
Acumatica University Sign In Problem

When I try to Sign In to our Acumatica University account I get the attached Access Denied box.I have filled it out, but have got no response. Any one else experienced this? Any solutions would be appreciated. 

1472
S
Freshman I
C
Freshman II
CetyliteFreshman II
asked in Distribution
How do I Correct / update

How do I correct / update an order after it has been invoiced? specifically for the sps edi tab for shipments. Normally I place a reference number under the SPS EDI tab for and order before it’s invoiced, But one order was invoiced and the “correct shipment” option was greyed out and unable to update the SPS EDI tab.  

903
C
Freshman II
J
Freshman I
jechangFreshman I
asked in Distribution
How does Acumatica support customer loan or internal loan?

hi Anyone can advise the process flow in Acumatica regarding customer loan or internal loan? Thank you!

3604
Kandy Beatty
Captain II
A
Jr Varsity II
apallawala21Jr Varsity II
asked in Distribution
Enter landed cost or AP Bill prior to the PO Receipt but does not pay the amount at the moment creating the liability

Hi,One of our customers practices the following scenario.They buy an insurance policy prior to the Receipt of goods and create a bill to make the liability for the insurance company. But does not pay that amount until the goods are received. When the goods are received this amount needs to be allocated to the inventory appropriately. In Acumatica we couldn’t find a way to create a landed cost/bill prior to the purchase Receipt and attach the Bill to landed cost lately. Since the customer is not paying the amount, we cannot assist them to use the prepayment request method, pay the amount and create a prepayment and apply the landed cost once the goods are received.Is there a way to handle this kind of scenario? Please assist me on this regard.Amanda

4018
P
Freshman I
Jeff96
Captain II
Jeff96Captain II
asked in Distribution
Send PO to multiple email addresses

When upgrading to 2021 R2 we lost the ability to send a PO to multiple email addresses of the same vendor. The email addresses are set up with a ; and a space between them, but it fails to send it to the second email. In 2019 R2 it did work. The notification template has ((Document.VendorLocationID.DefContactID.EMail)) as the “to” email address. 

77410
Jeff96
Captain II
V
Jr Varsity III
victoravila63Jr Varsity III
asked in Distribution
Question about requisition preference

Please, someone can help about these 2 new fields in requisition preference. I attached a file.Best regards

712
V
Jr Varsity III
dougmcbride79
Semi-Pro I
dougmcbride79Semi-Pro I
asked in Distribution
Approval Maps: Built in Templates

Our VAR, Cloud 9, sent a training video to us on Approval Maps. The training video showed many built-in Approval Map templates we can use.  When I looked in our Acumatica 2021 R2 I do not see the Approval Map templates.  Am I missing something?  Or are the templates only in newer releases of Acumatica? 

2452
dougmcbride79
Semi-Pro I
J
Freshman I
jcesarFreshman I
asked in Distribution
customer with credit retention or withheld, orders cannot be registered

How about, if a customer or supplier is placed in credit retention or retained status, it does not appear in the modules, for example customers, it does not appear to register orders, does anyone know if there is a solution to avoid this situation?

548
Laura02
Captain II

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