Skip to main content

Distribution

Inventory, Orders Management, Warehouse Operations

  • 2,373 Topics
  • 8,822 Replies
2373 Topics
M
Jr Varsity II
Mondeddula Madhu Venkat ReddyJr Varsity II
asked in Distribution
ERROR: One or more lines have unassigned Location and/or Lot/Serial Number

when I was releasing the purchase receipt it showing the following error why.ERROR: One or more lines have unassigned Location and/or Lot/Serial Number 

9281
Naveen Boga
Captain II
O
Freshman I
olievesFreshman I
asked in Distribution
Create SO based on user

Hello,Implementing Acumatica.We have a scenario as follows:Sales reps can create SO only for a few order types.Customer Service can create SOs for all order types.Is there a way in Acumatica to restrict what SO types are available based on a user id or user role?

5194
V
Acumatica Employee
R
Semi-Pro III
rosenjonSemi-Pro III
asked in Distribution
Best way to group customers by truck route?

I was looking at various ways to group customers by local truck route. We have our own fleet of trucks, and various local routes that service different customers. I would like a way to organize customers based on which truck route they belong to.It seems that there is a default Ship Via option for Customer Class, but this doesn’t seem like the best way to organize customers by class (for example, the default credit terms for a customer have nothing to do with which truck route they are on).Maybe there should be a Customer Shipping class added to Acumatica for this purpose? Does anyone have any ideas for how to do what I want without using the Customer Class for this?

17211
R
Captain II
R
Captain II
ray20Captain II
asked in Distribution
Route Management/Route planning automatically based on the information collected.

Hello,      Correct me if I am wrong, by reading the help doc, I find the route management Acumatica provided is some kind of Manually Management.      We are looking for something more automatically,  is the below need possible?1, Supposing we have recorded trucks information, customer location information, customer work calendar information, the item weights, the item volumes, the warehouse site location….  All Acumatica can capture.2, Like we having 100 orders a day to deliver.Can the system intelligently/automatically help calculate the routes, like below:1,  based on the trucks Infor, the SOs’ total weight, total volume, to determine which truck takes which orders.2, Based on the customer location, site location, customer calendar to determine the stop sequences of the routes. 

930
R
Captain II
K
Freshman I
kbedillion08Freshman I
asked in Distribution
Month end inventory valuation reports to GL rec

Any ideas on where to look first to reconcile end of month inventory to GL balance?

4603
V
Acumatica Employee
bryanb39
Pro II
bryanb39Pro II
asked in Distribution
Non Stock unit Costs missing from Kit Assemblies after upgrade to 2021R2

After upgrading to 2021 R2 from 2020R2 the Non Stock Unit Cost in Kit Assemblies was no longer being populated for Kits with no Default Warehouse.  It was working in 2020 R2.  Has anyone else noticed this?  Accounting noticed our COGS were off and this was the culprit.  We want to leave the default blank for many items to force a selection when items are sold from and produced into different warehouses.The Stock component Unit costs show as 0 initially for these products, but once the warehouse is selected the stock components unit costs update.  But not the non-stock.  This looks like a bug, I wonder if they replaced the calculated field with the upgrade.   

910
bryanb39
Pro II
M
Jr Varsity III
michael73Jr Varsity III
asked in Distribution
Easy Post feature confirmation

Our customer is looking at dumping StarShip because of the horrible integration. We suggested Easy Post but I need to confirm 2 things that I believe are correct but can’t find the documentation.Can Easy Post do or allow Rate shopping? Last time I configured it was 2 years ago and I forgot. I am pretty sure I read that clients can use their previously negotiated rates through Easy Post. Is that correct?Sorry for the silly questions.Thank you.

1212
dougmcbride79
Semi-Pro I
J
Freshman I
john25Freshman I
asked in Distribution
Customer Overpayment Payment

We have had a few instances where the customer overpays the invoice(s) by $0.01How can this penny be addressed without having to make a .01 invoice to write it off?Thanks for any help!

13069
jyounes
Jr Varsity II
J
Freshman I
jeffrose90Freshman I
asked in Distribution
PO Accrual Report Includes Drop-shipments

The PO Accrual Reports needs to include all activity that affect the PO Accrual account.  The existing PO Accrual Reports only take into account the traditional Receipt of Goods into Inventory and Receipt of those Vendor Bills.  There is no way to audit this account if a customer uses Sales Order Drop-shipments.In the Drop-shipment process, a Receipt of Goods and Bill is entered when the vendor notifies the Acumatica user that their Drop-ship PO has been fulfilled.  When this type of Receipt is entered and released, a G/L Transaction creates a Debit to the PO Accrual and a Credit to Accounts Payable.Once the Sales Order Line that is flagged as Drop-shipped is invoiced and released, the system will create a G/L Transaction (via an Inventory Issue) that will Credit the PO Accrual Account and Debit a Cost of Sales Account.If there is timing differences between the Vendor Bill and the Customer invoice, this Debit Balance will sit in the PO Accrual and the existing PO Accrual Reports do not

7268
Dana Moffat
Acumatica Moderator
kristianharianja
Semi-Pro I
kristianharianjaSemi-Pro I
asked in Distribution
Auto remove credit hold when payment is made and under credit limit

It looks like once a sales order failed credit verification, the user must hit action Remove Credit Hold manually for further processing. Can someone advise how to change the workflow so that the order status is automatically open once payment/prepayment is made or when the amount of the sales order is no longer over credit limit.  

5931
mvolshteyn
Acumatica Moderator
Y
Semi-Pro I
yisroel39Semi-Pro I
asked in Distribution
Clear Create Purchase Orders

Is there a way to clear out Create Purchase Orders (PO505000) screen without creating a PO ?  

5408
A
Semi-Pro I
F
Jr Varsity II
FrancesPantelidakis24Jr Varsity II
asked in Distribution
Time and Expense Entry viewing all employee timecards.

Hi,I am new to Acumatica. I am trying to create a company tree so only those users can view the timecards of their employees. Here is a copy of my current company tree. I want both of these users to be able to view all of the employee timecards setup under Employees. I don’t want to setup delegates because multiple users will need to view everyone’s time card.  However, when I log in as user CB and go to Time & Expense entries I don’t see any other employees but CB’ users. What am I doing wrong? Do I have to setup all the employees under the company tree also? Please advise. 

5502
F
Jr Varsity II
kristianharianja
Semi-Pro I
kristianharianjaSemi-Pro I
asked in Distribution
Warehouse in Cross-Company Sales

I am wondering if there is any configuration to use specific warehouse in intercompany SO based on the PO warehouse.Ex:If warehouse in the PO is “WHS A”, the warehouse in intercompany SO is “WHS 1” If warehouse in the PO is “WHS B”, the warehouse in intercompany SO is “WHS 2”WHS A and WHS B are within the same company, also WHS 1 and WHS 2 are within the same company.What I find is system uses the default warehouse of customer/location and/or inventory.

511
Kandy Beatty
Captain II
R
Semi-Pro III
rosenjonSemi-Pro III
asked in Distribution
Local Delivery to Freight Forwarder to Customer

I am thinking through a feature we need, where some customers may be served by a freight forwarding service. The first leg of our delivery process will be a local truck route from our warehouse (the route will change depending on the freight forwarder where the material is being dropped off).The freight forwarder will then be responsible for delivering that material to the end customer.We need a way to manage all of this and make sure thast we can orchestrate local truck delivery from our warehoues to the freight forwarder, and then freight forwarder to end customer, witht the process and paperwork clear at each step of the freight forwarding process.I know that there are various integrations to Acumatica for freight forwarding. Does anyone have experience with these, and maybe can recommend a specific product that might align closely with our use case? Thanks, Jonathan

570
R
Semi-Pro III
E
Freshman I
emery97Freshman I
asked in Distribution
Question about Shipping Terms (CS208000)

From the help file on the Shipping Terms (CS208000) form:Invoice Freight Price Based On The base document to be used for the freight price calculation in a sales order invoice with the current shipping terms selected. You can select one of the following settings: Shipment (default): The system copies the freight price from the related shipment to the invoice. Sales Order: The system copies the freight price from the related sales order to the invoice (fully or partially if the shipment is partial). Can anyone tell me what the highlighted text means in terms of expected behavior? In my testing, when I set this “Invoice Freight Price based on” to “Sales Order”: and create shipments that I believe are “partial”, the freight price still transfers fully, not partially.Perhaps my understanding of the phrase “if the shipment is partial” is off.The way it reads, it seems that intended functionality is to distribute the shipping charges across all of the shipments that come from one

3965
hkabiri
Acumatica Moderator
P
Semi-Pro I
ppowellSemi-Pro I
asked in Distribution
Does printing to label printer using device hub work for an automation schedule on the Process Shipments screen>?

I am able to manually select our label printer that has been configured with device hub and click process all to print all labels but if I set up a schedule with the same settings it says it completed and processed in the sheduler history with no errors but nothing ever seems to reach devicehub.  Is anyone currently using this?  We really want the labels to automatically print when they enter the process shipments screen.See below for the automated schedules.I tried with dates set in the filter values automatically after clicking add schedule with the same criteria as I just used to print the labels manually by pressing process all and with no dates set but neither produce anything on the devicehub:  I’m curious if anyone is able to get this to work in this way.Phil 

3168
Dana Moffat
Acumatica Moderator
R
Freshman I
rdawseyFreshman I
asked in Distribution
Does anyone use Easystock to manage their inventory?

We were sold Easystock as a supplement to Acu to manage our inventory, but have not been successful in getting it to work as it is advertised.  Our inventory is simple: 3000 skus in one location, 300 vendors, all purchased from only one of those vendors.  Anyone with experience with Easystock that would be willing to discuss their experience?Rick Dawsey

480
R
Freshman I
M
Freshman I
MuahFreshman I
asked in Distribution
Does someone have an Import Scenerio to add Note in Shipment Summary?

Does someone have an Import Scenerio to add Note in Shipment Summary? Thank you

811
V
Acumatica Employee
S
Freshman I
snanjeruFreshman I
asked in Distribution
Outlook Add-in

At first I would click on an email and the add-in and the add-in would prompt me to sign in, create a lead, view or do anything else but now it just displays an empty screen. 

15521
Robert Sternberg
Captain II
J
Varsity I
jib87Varsity I
asked in Distribution
Inventory Transfer of an item from One Warehouse to a specific Warehouse converts it to a new item (different SKU)

Hi everybody,We are looking for a solution on how to convert a stock item to another new item when inventory was moved to a certain Warehouse.Example: Warehouse 1 is the main warehouse where we sell Product having SKU AAA for it’s original price. Now, there is a Warehouse 2 where we move items that are still usable but has quite damage and sold for lesser price. We need that Product AAA converted to a separate product, like SKU AAA-2, since we don’t want to track the inventory of items already moved to Warehouse 2 on the original item AAA. Will that be possible? That transferring an item from one warehouse to another will also move the quantity from original item SKU to new (or another) SKU?  

5517
mvolshteyn
Acumatica Moderator
L
Semi-Pro II
larrylySemi-Pro II
asked in Distribution
Mobile App shows wrong data when review list on all screens

Hi everyone,We use the mobile app for a while. The problem is when review the list. The first column should be the inventory id or location id. But the screen is showing the description for the inventory id or location id. I have no idea how it happened. I checked the code in Mobile Application. It’s use the current field. Anyone knows this problem ? Thank you so much.   

2016
K
Freshman I
C
Freshman I
ChrisiHFreshman I
asked in Distribution
Matrix inv items

We are trying to decide if we should use Matrix items. We sell wall block that comes in a variety of different colors. We don’t care how many of each color we have on hand, only the TOTAL number of blocks at a particular location. We DO need to see which color a customer purchased, so that we can keep track for their future purchases. Ideally we would have one item number for the block with each color as an attribute. Will this work for us?

924
C
Freshman I
M
Varsity I
MarciaWVarsity I
asked in Distribution
Base Currency Approval values for PO

Our base currency is ZAR which is around 20:1 to the USD.When our approval values go through, I need them to translate into our base currency.In the following example, a PO for the following USD values:Will have the following ZAR values:This is how I have setup the approvals:The above example should have gone to the >150,000 approver, but went to the <150,000 approver.  Which field should I rather use that would use the base currency instead of the PO currency?  I have tried Line Total and I think Order Total.

1272
M
Varsity I
R
Captain II
ray20Captain II
asked in Distribution
Stop generating customer statement for the branch not delivering to the customer anymore.

Hello,        We have multiple branches, like branch 1 and branch 2. For customer A, both branches served the customer years ago and also issuing invoices separately.        However, starting from this year, only branch 2 is serving the customer.But every time, when we prepare customer statement for Customer A. It looks like system also generate 2 statements, 1 is for Branch 1 and the other is for branch 2.Branch 1 statement is empty and unnecessary.      Is there a way to excluding branch 1?  

1576
Kandy Beatty
Captain II
kristianharianja
Semi-Pro I
kristianharianjaSemi-Pro I
asked in Distribution
Mass Print Shipment Confirmation after confirmed

"Print Shipment Confirmation" under Process Shipments screen can only print shipments before confirmed. Can this be changed to can also print after confirmed?

911
PatrickSchlenker90
Varsity I

Badge winners

  • Customizations expert
    josiahl64has earned the badge Customizations expert
  • Acumatica expert
    Ankita Tayanahas earned the badge Acumatica expert
  • Distribution expert
    bwhite49has earned the badge Distribution expert
  • Acumatica expert
    DrewNisleyhas earned the badge Acumatica expert
  • Integrations and Web Services | APIs expert
    Samvel Petrosovhas earned the badge Integrations and Web Services | APIs expert
Show all badges
Terms & ConditionsCookie settings
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved