Distribution

I’d love to see this...but is it even possible?I have a screen showing some shipment package data. Against that screen we have a side panel configured for inventory adjustments. I DO enjoy that I can configure the side panel free of navigation parameters; but it would be nice if I could configure the side panel to inherit a default value based on the Generic Inquiry line cursor focus.EGI would love a default value based on cursor focus in the inquiry I recognize that there are some data we’d need to provide; for example in the UI, the Branch needs to be set, and THEN I can select the Inventory ID.But does anyone see a way to do this, ideally in-box?Thank you for any brainstorms.Arline

Our company typically has 1,000 projects open at any time.  We also have over 1,000 stock items at our warehouses.  Any of these stock items can be used on a project.  How do we issue a stock item to a project where the inventory at the warehouse is relieved and the item quantity and cost are captured on the project?  This seems like a very basic scenario that is difficult in Acumatica.  Thanks for your comments.

I have a customer who wants to be able to print out inventory item labels directly from the PO Receipt screen.They have developed a report (label) as a stand-alone screen where they can select the receipt number and it creates a label for each line on the PO receipt with the total line qty. They aren’t concerned at this point with have an individual label for each item received, though I’ve seen a number of suggestions on ways to do that on the community.However, I haven’t seen anything on how to incorporate this on the PO Receipt screen.I have tried doing this myself with an Action in a customization but the parameters don’t allow you to select the inventory item on the detail line to pass to the report (label):Am I missing something? 

I’m new to Acumatica, does anyone know how it handles multiple approved manufacturers/part numbers per inventory item?Thanks in advance!Kathie

Hi Acumatica Community,I’m looking to learn how others are handling PO revisions in Acumatica when a PO goes through multiple changes over its lifecycle. We’re running into challenges tracking quantity changes, date changes, and other key updates because users are editing the original PO fields rather than having a clear revision history.Today, changes overwrite prior values on the PO, which breaks reporting for vendor accountability, financial reporting, and audit visibility. We don’t have an easy way to answer questions like what changed, when it changed, or how often a vendor moved quantities or dates.For those of you managing frequent PO updates: How are you tracking PO revisions over time? Are you using revision tabs, custom fields, workflows, or external reporting? How do you preserve historical values for quantities and dates while still allowing operational updates? How do you handle vendor accountability and financial reporting when POs change multiple times? I’d love to

Hi all, I’m trying to create a GI to show items with Qtty on hand with no Sales, or Issues, (excluding Transfer) within the last 365 days Dead Stock Inquiry is only considering last sale and Raw material there is no saleThank you 

Is there a way to display qty on hand on the PO line for stock items by warehouse?  This way the user can decide how they would like the product shipped to them based on inventory available.  I am thinking it will be an enhancement but what would be the best approach here to make it seamless.  Thanks!

Invoice, click print.  There is a green email button.  For some users it is greyed out.  Where is the security setting for that button?

In Modern UI Trying to save a new card in the Sales Order with the Prepament option. But card entering option is non editable. Does anyone experienced this issue.  

Hello Acumatica Community!I’m Mike the product manager for Acumatica WMS. We’d like to explore some aspects of returns with serialized items as we continue to improve our product.How do you handle vendor returns for serial-tracked items?We're exploring how customers manage vendor returns when serial numbers are involved, and we'd love to hear about your real-world experience!Specifically, we're curious which approach your team uses when processing a return:Pre-select the serial numbers — You identify and enter the specific serial numbers directly in the return before warehouse picking begins, so the warehouse team knows exactly which units to pull. Select item and quantity first — You enter the item and quantity on the return, let the warehouse team pick freely, and then record the actual serial numbers afterward based on what was physically pulled.We're also interested in whether you've run into any situations where a serial number was entered on a vendor return that wasn't actually r

Hi Acumatica CommunityI created a Sales Order (TR) and Transfer Shipments.to Process Shipments, I used Pick, Pack and Ship functionality.But when I tried to receive this using Receive and Put away. I didn’t find what process do I need to scan.Do we have a documentation for this process?Thank you!

How to override Receipt Nbr in adjustment for stock without receipt 

In SO entry the Branch on the line and the selected Warehouse must be the same currency. “The CHINA branch specified for the CHINA warehouse has other base currency than the RBYTEMAIN branch that is currently selected.”While the Generate Intercompany sales order process works across companies and currencies, seeing the stock in other companies is necessary (Warehouse field on SO Line). If the warehouse was able to be selected, then the create shipment would proceed and the invoicing would result in an intercompany transactions No need for separate purchase orders, generated sales orders, generated PO Receipts etc. Currency is the limitation. Intercompany functionality presumably doesn’t handle currency conversion. Are there any plans to enable picking on overseas warehouse domiled in different currency?

Hi Acumatica, I created a Sales Order with an Order Type of TR, and my requirements is to hide some of my transfer documents to specific users. Is there a way to configure this requirements? Thank you!

Customer has 8 companies in Acumatica.  3 of those may have branches.   The branches would only be needed for requests/PO/s for their different ship to addresses.How are people handling the addresses that need to print on the PO?   Right now, when I go to create requisitions, I may see 30 approved request lines, and they can be from multiple companies or branches.When grouping them together on a requisition, I have no insight into which company or branch this came from.   I want to group request lines by branch and vendor for the requisition and then turn that into a PO.Seems there has to be an easier way than drilling back to each request to see what location it belongs to.  Is there a way to setup a location that can be chosen on the request line shipping tab and not need those additional branches?   I think one time in the past; we had users change the shipping destination type to customer and that customer was setup with the shipping locations they needed.   That seemed clunky thou

I’ve come across an issue and want to confirm if I’m missing something in the configuration, or if I’ve found a bug in how Matrix Item creation handles segmented key separators for the new Inventory IDs.As far as I can see, this should be possible but I’m seeing strange behaviour when creating the Matrix Items. The end goal is a 2 segment Inventory ID, that correctly creates Matrix Items with valid Inventory IDs.(The reason I need 2 segments is because the first segment will be Auto-Numbered. I’ve been able to replicate the issue both with and without auto-numbering, so for simplicity I’ll detail below without auto-numbering applied) Expected BehaviourManually created, standalone Stock Items, Non-Stock Items and Template Items, should be created with the first segment populated, and the second segment left blank. Matrix Items should be generated from the Template Item, with the Template ID as the first segment, and the Attribute Value as the second segment. ExampleSegmented KeyInventor

Does anyone have a solution on how we can copy user-defined fields values across these screens when we create a shipment from a sales order and an invoice from the shipment?

We purchased goods, released the PO receipt, and created and paid the AP bill. Two months later, the vendor offered a discount on those items.We’d like to enter this credit in Acumatica so that it updates the inventory cost for the specific stock items that were purchased, rather than booking it to a GL expense account. Since Acumatica does not allow selecting a stock item in a debit adjustment transaction, what is the best way to enter this with the correct posting?

Hello everyone, I’m trying to find a way to have the notes on a Stock or Non Stock item automatically print on a Purchase Order.  I know I can add notes on the individual line, but I don’t want to have to manually copy the notes per line item for every time I make a PO. Use Case: For our ISO 9000 certification, I need the stock item note to call out a spec reference sheet every time I make a PO for that item.

We use Converted UoMs (Sales, Purchase, and Base Units) so that each party in the transaction can work in their preferred unit of measure — which is a core ERP capability.Acumatica is configured to support this, and the conversion logic works correctly in most areas. However, we’re running into an issue during billing.After further investigation, it appears that the converted UoM must be defined as an integer value (no decimals). If that’s the case, it significantly limits the usefulness of the converted UoM functionality, especially for customers who require fractional quantities.This seems inconsistent with how UoMs are handled elsewhere in the system, and it undermines the purpose of having flexible unit conversions in the first place.Has anyone found a workaround for this? Or is there a configuration setting we may be overlooking?

Hello everyoneHow can invoices be made by joining more than one sales order but consolidating the amounts in a single line?Example:Sales order A item 001 for 4 units.Sales order B item 001 for 5 unitsAn invoice with a single item 001 for 9 units is desired.How can this operation be performed?

We have a situation where customers come into the facility multiple times/day or week to get product.  We are just using an Invoice type sales order (no shipments) to record the shipment by entering warehouse/location in the sales order.  Upon prepare Invoice it creates invoice and processes inventory issue, etc.  This works fine one by one.  However, we would like to be able to create consolidated invoices for the day/week using Process Orders screen.  I know that we can choose Prepare Invoice in that screen and it will create one invoice for all the orders for that customer that met the criteria entered on top.  We need it to apply additional grouping.  For example, in one day or week, 12 sales orders/invoices, 5 have PO/Cust Order Number 1234 and 7 PO/Cust Order Number 5678.  If I just ran wide open it would create one invoice with all 12.  I need it to create 2 invoices, one for each PO/Cust Order Number.  Actually, these are all for Projects and I'd need that to be the first group

Is there a setting to allow Mark for PO when entering Sales Order Quotes?  The functionality is available for Sales Order types with automation behavior Sales Order but not with automation behavior Quote.

Hello, has anyone had any joy in creating a customer price list that will show the base price along with any customer specific price and customer price class they belong to.Many thanks