Distribution

Hello all,I have a basic requirement that an AP Bill should only be created if the PO receipt is 100%, else it should allow the user to even create it. How to achieve this?

Hi,In the 2024-R1 I don't see the Total Cost field on the Purchase Receipt - Summary area. Is this a change with 2024-R1?Please refer below screenshots. 2023- R1 2024-R1 Thank you,Dulanjana

Hi Everyone,Has anyone overridden the "Generate" button in the PO Receipts > Line Details popup?I need to split a line quantity (e.g., 190) based on a custom field BreakQty (e.g., 60), so it generates lines like: Line 1 – 60 Line 2 – 60 Line 3 – 60 Line 4 – 10 Each with a new sequential lot number.Thanks in advance!

Is there any reason why Related Items is not enabled on Blanket order types? 

Hello. When we create a new item in acumatica, we fill in the Default Warehouse, Default Issue From, and Default Receipt To fields within the Stock Items screen.However, on the first use of the item the system creates an entry in the Item Warehouse Details and populates it from the warehouse settings instead of the item settings, which is just a broad catchall location instead of the specific location on the item. This would be fine if the material was coming/going from the non-default warehouse, but it shouldn’t be the case when using the default warehouse.Once this entry has been made, the system seems to entirely ignore the defaults in the Stock Items screen. How can i get the system to initially populate using the Stock Item settings instead of the Warehouse settings?Stock Item:Initial population after putting initial items into location 913-A-1 in an adjustment (adjustment did not default to 913-A-1 either): 

I just wanted to take a moment to share with everyone about Acumatica’s first distribution/commerce focused customer user group. As the description states, this is a group focused on the distribution space and it’s unique needs and challenges.The plan is to hold virtual meetings and in-person meetups at Acumatica Summits in the future. Thank you to ​@jharris and ​@james.mallory for kicking this off!Stay tuned for great things!Request to Join here! Distribution Customer User Group

We are currently Drop-Ship Purchase Orders in Acumatica for Items that are shipped directly from the Vendor/Manufacturer to the job site/customer site. Is there any way to track these drop-ship Purchase Orders in Acumatica once the vendor ship them? we are looking to understand whether there is any standard integration or a third-party plug-in available to track shipment and delivery status for drop-ship orders.Any input or best practices would be appreciated.

Hi,We are using the Receive and Put Away function in Acumatica.When we scan in the Regular Acumatica Application (on our desktop), there are three distinct sounds for:Correctly scanned barcode Scanning error Release actionProblemWhen we scan in the Acumatica mobile app, there is only sound for correctly scanned barcodes. There is no sound at all for the other two (scanning error and Release action). Is there a setting in the Acumatica mobile app to enable these two sounds?

Hello all!We are looking at implementing paperless picking and I am running into a road block. I have found the topic of short shipments discussed over and over, but I have the opposite problem. Example:Item 123 has to be sold in multiples of 6. A sales rep accidently entered 5 in their sales order, and created a shipment. The picker knows this item must be picked in multiples of 6, but cannot enter 6 on the scanner. The overship threshold on item 123 is set to 999%, so that is not the issue.Is there a setting I need to change like the short shipment confirmation? (and if there is why isn’t it in the same place?)

Hello all,I have been trying to create an AP Bill via IC AR Invoice, however it triggers an error stating an IC PO should be created. Root cause is that the non stock item has been marked “IS A Kit” and an IC SO has already been created, whereas the user doesnt want to create an IC PO, instead they want to directly create an AP Bill.  Any suggestions as to what can work out? maybe a workaround? Thanks.

What field defines the default Unit Price for a STOCK ITEM on a 2-STEP Transfer? Doing international transfers and customs needs to know a value. It’s not a price worksheet (this is a warehouse, not a customer) and “Default Price” doesn’t seem to come over when making a new Sales Order of type TR.I can code around this (if price = 0, then get Default Price from Stock item), but if something already exists, I’d like to leverage that instead of attaching my Mickey Mouse code to the report. Thanks Everyone!

Hi,I came up with following issue when trying to confirm the shipments. The behavior and the re-creation steps are as below.The following dialog box appears when confirming the shipment.This can be re-created with the following steps.Create a sales order with an existing configuration version and produce the item. Once the item is produced, create the shipment and do not confirm the shipment.  Create a new configuration version for the same item, and inactive the previous version. (one used to produce the item which is in shipping) Change the default configuration ID in the manufacturing tab of the stock item to the latest revision. Now try to confirm the shipment and you will get the above message. Once the dialog box is populated, the Yes or No buttons does not process the shipment and keep generating the dialog box. This can be eliminated if the default configuration ID of the stock item is cleared. Once cleared, the shipment can be confirmed without above dialog box. I’m trying to

I have a Healthcare supplier that will need to integrate with their marketplace/commerce called GHX or Global Healthcare Exchange.  Looking to see if anyone has any details how Acumatica would work with GHX.

Has anyone ever created a new workflow or a customization (I don’t believe there is native functionality) to allow a drop-ship PO to be generated from a Project Sales Order or Transfer Order instead of only the normal SO (Sales Order)?For projects and material staging (in the warehouse and on-site) we won’t be using the regular SO due to not needing to invoice the customer as this will all get invoiced through field service or projects. The ultimate goal is to not have to make a drop ship PO from scratch, as it is important to be linked and generated directly from the order.

Is there a field where the open PO cost amount is stored, both at the line and order level?  We issue a lot of PO’s that have multiple receipts and I haven’t been able to easily run a report that shows open amount by line as well as the order total.

Hi Community,Is there a way to ship internationally using the Acumatica Shipping Integration Module?  I also have the same question about how to ship using LTL with the Acumatica Shipping Integration Module. Would love to get the Community’s thoughtsCheers,RJ

Is there a way or something I am missing that will not show discounts on the line or document level to select if they are expired, a sequence doesn’t exist, or the sequence is marked as inactive? We have old discounts codes we don’t use anymore and even if I have deleted all sequences or inactivated all sequences they still show up to select on sales orders. There is an error when selected, but we don’t want these to even show.

I’m trying to figure out why Acumatica changed the ShipAddressID on an order and what that means. I don’t see any visible changes to the order, nor can I figure out what these numbers mean. It did however remove the salesperson ID from the order lines.  

Hi Team,Currently, when I send an email from the PO screen using the Send Email action, the email is being sent with a PDF attachment by default.However, I have configured the email template to attach the file in Excel format, but it is not working as expected.Could someone please help me understand how to attach the report in Excel format while sending the email from the PO screen?

Hello all,Can anyone guide me to the steps for the below 2 scenarios relating to AP Doc recognition service?  Or please correct me if I’m wrong:Scenario 1: If the AP Bill before receipt is true & No PO receipt is generated then the PO automatically gets linked to the uploaded AP Doc/PO Invoice under Incoming Documents screen. Scenario 2: If the AP Bill before receipt is false, & PO receipt is generated, then the PO Automatically gets linked to the uploaded AP Doc/PO Invoice under Incoming Doc screen. However when I tried, i had to manually choose the PO. I have created a 100% receipt of the PO. So how come this scenario is fulfilled? Am I missing any setup? Scenario 3: If the AP Bill before receipt is true, & PO Receipt is generated, the PO isnt automatically linked to the uploaded AP Doc/PO Invoice under Incoming Doc screen. Scenario 4: If the AP Bill before receipt is false, & no PO Receipt is generated, users cannot link PO after PO receipt is generated. Under all th

I want to know about benefit for using cross reference with barcode type on Stock. i realy tanks for helping me.

I create business event to auto hold my saleorder but some records process holds successfully but some record show error “0 records of 1 have been processed. The last error was The Hold button is disabled.”. But I checked the order number the hold button is not disable. I can hold it manually with the order that alter error. 

Hi Team,I am working with 2025 R1 (25.101.0153). I want to customize Inventory ID selector, to load template items too along with stock items, under Related Items tab on Stock Items screen.I tried with Cache Attached on Stock Item graph but that did not help. Can you please suggest best possible way to do that. 

In 2024R1, the help indicates that a credit card payment method can be used to with the Cash Sales sale order type.  But when I add a credit card payment method to the order, I get a blocking error stating the credit card payment method is not supported by the Cash Sales order type.  Is the help incorrect?

The Customer Order Nbr should list all customer orders (POs) rather than leaving it blank. Does anyone know of a way to make this work?  I can’t find anything in preferences to control this. Of course we can do a customization and/or business event.. but it seems this should be standard.Ideas?  Thanks!