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Inventory, Orders Management, Warehouse Operations

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2019 Topics

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toonsixFreshman II

asked in Distribution

Projection of inventory

I was wondering how well our Acumatica distribution takes care of planning purchase orders and inventory projection (calculation). Attached is a possible scenario in Excel format.. I have also submitted this to AUGForums.com (https://www.augforums.com/forums/acumatica-distribution-modules/replenishment-demand-calculation-and-order-types/#post-6068 )., I didn't check D250 but I did search the help.acumatica.com and didn't find any answer. The projection of SOs, shipments, POs, receipts and inventory level for a particular item in to the next 4 weeks is a basic necessity for warehouse people. purchasing people and manufacturing people. It should be available in the inventory module and the MRP module. When inventory falls below the ROP for instance in week 2, a red flag should be raised. A bar chart would be nice. Thanks for your help. Toon Six (ToonSix@intercs.com) .

3 years ago

stacy16Varsity I

asked in Distribution

SO Line Status

Hi!I run a report for our sales team every week that includes the following: The problem with this report is that the column “OrderStatus” gives me that status of the sales order, when i really need the status of the sales order line. Ex: The sales order has 5 lines on it, 4 of the 5 lines are shipping but the one that is not shipping shows up on the report with a status of “shipping” because the status of the sales order is shipping but the line is not. Is there anyway to get a line status put in there?

3 years ago

pbourbigot62Freshman I

asked in Distribution

Recalculation of the margin after variation of the average cost of the item sold

Is there a way to recalculate the margin of a stock item sold, to take into account a cost adjustment recorded after the sale, but which relates to a receipt prior to the sale ?Example :02/01/2021: purchase receipt of the article with a cost of 100 USD02/01/2021: billing of the purchase receipt with the same cost02/02/2021 : sale of the stock item for a price of 130 USD => margin equal to 30 USD02/03/2021 : landed cost of 10 USD related to the purchase receiptI would like the margin of my sale to be recalculated to 20 USD. Is it possible ?

3 years ago

dcote70Freshman II

asked in Distribution

International Shipment Documents for Shipments with Multiple Packages

Hi there - We have a customer who uses the ShipEngine plug-in to perform international shipments. In cases where there are multiple boxes being sent within a single shipment, this causes an issue.A separate label for each package is created, which is proper - every box needs it's own identifier for tracking. BUT, Acumatica treats each package as a separate order/shipment. The order can not be broken into multiple orders for customs purposes. This could be construed as an attempt to skirt customs fees. Most packages with values under $2,500 don't need the extra paperwork as they fall below a threshold. So, an order for $7,497 that gets put into three boxes would need the paperwork as it's above that threshold. BUT, if the system treats each of those boxes as a separate shipment, and values them each at less than $2,500, it could be seen as a means of trying to hide value and avoid fees. How do other folks handle this in the system? Any thoughts?

3 years ago

NAWRESJr Varsity II

asked in Distribution

Release Invoir: Error Message: another process has added to InRegsiter

Hello Guys; Hope you’re doing Well I have a problem when releasing one invoice:I get the error message “another process has added to InRegsiter”I’ve cheked the Issues List and there is nothing with the the shipping Number of the Invoice Any ideas ? Thank you :)

3 years ago

larrylySemi-Pro II

posted in Distribution

A dropdown input popup when add item

Hi Everyone, We just upgraded our Acumatica from 2019r1 to 2020r2 this week. I find a new thing when I add items to order. A dropdown input always follows the last item. Does anyone know what it is used for?

3 years ago

ray20Captain II

asked in Distribution

Minimum Charge/Automatically add up to a set amount

Hello, Is there a way to set an invoice minimum amount as $200?Note: If the amount is below $200, the system don’t forbid this invoice, the system will just automatically add the total up to $200. Currently, the user can manually add a non-stock line at the invoice to make the total no less than $200. Is there a way to make it in automation? I am thinking of the Freight calculation.

3 years ago

ccohen37Freshman I

asked in Distribution

How can I manage a kit with some components that dropship to the customer?

In some cases, components within a kit can dropship directly from a vendor to a customer. How can I manage this in Acumatica without removing the component from the kit?

3 years ago

dan_00Freshman I

asked in Distribution

Shipping Carrier Integration feature on Myob Advanced

The Shipping Carrier Integration feature doesn’t seem to be available on Myob Advanced.Anyone know why that is?

3 years ago

ray20Captain II

asked in Distribution

Is there a way to generate 0 shipment qty invoice lines by turning on a switch?

Hello, This is not a must have requirement, and somehow I can use report designer to fulfill it. We don’t really want the 0 qty invoice line, we just want to display the 0 qty line on printed out invoice.The line which is shipped in 0 , but have been placed in Sales Order. This requirement is due to some complaint from our customers that they are arguing our order takers have missed their items on Sales order. So we are tending to put the 0 shipment line on invoice. I am just wondering, is there a switch to make the 0 shipment line still appear on invoice? Like we are having SO preferences which is allowed to generate 0 shipment line on shipment. Please advise.

3 years ago

yusuf89

asked in Distribution

How to create portal URL for new Tenant

I am looking to populate CRM portal URL for my new tenant - your help requestedThanks,

3 years ago

ray20Captain II

asked in Distribution

Can I get "backorder" Sales Order to "complete" in batch?

Hello, As I checked, for the back order status SO , the “complete order” button is disabled.Only the “Cancel Order” button is enabled. If I click “cancel order”, then the order would become “cancelled” status.It would be a little confusing, because it is not a “totally” cancel, it is just a “partial cancel”. And for this scenario, we would very much like to make the order as “completed”, even if we don’t want to ship the rest of goods. “Completed” is better for us than “Cancelled” I can make every single “back order” to “completed” 1by 1 that I just open the order, and mark every line to completed, and then I can click the “complete order”.but It is quite time consuming. Is there a way that I can do in batch?

3 years ago

ray20Captain II

posted in Distribution

How to email order confirmation automatically for particular customers?

Hello, we have hundreds of customers, just some of which are requiring to receive order confirmation after the so is placed. To click the “email sales order” is just 1 click, however, sometimes the salesperson would forget. How can I set the automation just for some customers?

3 years ago

ray20Captain II

asked in Distribution

Why the emailed checkbox on Sales Order screen will not be set to true after email sales order is clicked anymore?

Hello, Correct me if I am wrong, I remember in previous version (before 2020R2). If the Actions--->email sales order/Quote be clicked, The checkbox “Emailed” will be set to true. However, in “2020R2 build203” it will not come to checked status even if the action be clicked.Did I remember wrong, or is it a glitch? Please help me if I would like to make it true automatically to identify these been emailed orders.How can I achieve it?Thank you.

3 years ago

jwaldron46Freshman II

posted in Distribution

Shipment Item Allocation FIFO Issue

We are working through some inventory storage improvements in our warehouse and we noticed an issue with the way Acumatica allocates inventory for shipments. We are a FIFO company that distributes a product with a limited shelf life. It is very important that we truly ship the oldest product first, based on receipt date. We recently moved many of our SKUs to different locations and now the older lots are being allocated after lots that are newer. From what I can see, Acumatica somehow is treating transfers as receipts and resetting the FIFO date of any lots we move. This is obviously a huge problem for stock with a limited shelf life. We need Acumatica to ALWAYS base allocations on the receipt date for the product lots. Is there something that we don’t have set correctly, or is this behavior by design?

3 years ago

ray20Captain II

asked in Distribution

How to set a default fixed freight for Sales orders ship from 1 particular warehosue?

Hello, I have a requirement that set freight as $5 by default for every sales order ship from 1 particular warehouse. For that particular warehouse, the customers are fixed. That warehouse served customers can be identified. So, this question can turn to set fixed freight for particular customers. I am thinking of Acumatica’s “freight calculation”, but it seems to be dynamic not fixed. It is calculated based on order’s amount, volume or weight. We don’t need it to be complicated, we want to set it be fixed $5. Can anyone give me some suggestions?

3 years ago

ervin41Freshman II

asked in Distribution

Reversing an invoice that has inventory-Shipped not invoiced incorrect

I’m having an issue with an SO that was shipped and then the invoice reversed.The steps followed were:Create SOCreate ShipmentCreate Invoice from ShipmentReverse Invoice in AR module and create CMApply CM to invoiceThe invoice is generated correctly-no issue there:InvoiceBut when the credit memo is created, instead of crediting COGS and debiting Shipped-not-invoiced, it debited COGS again and credited Shipped-not-invoicedCredit MemoAnd I’m left with this that I don’t know how to fix:

3 years ago

kyoung14Jr Varsity III

asked in Distribution

Updating Prepare Invoice grouping logic in Process Orders

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

3 years ago

NAWRESJr Varsity II

posted in Distribution

Problem with Shipment Status

Hello One of the shipments has a wrong status; it is “Confirmed” even though we issued its invoice. Any idea how to fix it ? Thank you :)

3 years ago

NAWRESJr Varsity II

posted in Distribution

Integration scenario

Hello Everyone I don’t know if it’s possible but can we create an integration scenario to import an invoice (SO303000) to add a line (a stock item) and not update the total of the invoice Thank you :)

3 years ago

matt87Freshman I

asked in Distribution

Creating "Trade backs" or "swap outs" on a Sales Order

My company is newer to Acumatica (since April 2020) and our old software (Everest) used to be able to handle transactions in this way very easily, here is a hypothetical scenario:We are a car dealer and a customer is making a purchase of a new vehicle. The vehicle is in my inventory as a whole unit. The customer wants to upgrade the wheels on the vehicle, so we need to swap them out. We take 4 wheels out of our stock and install them on the vehicle then restock into inventory the 4 wheels that originally came on the vehicle. Then we sell the car. We can later sell the 4 original wheels to another customer.In Everest you can simply use a negative quantity (-4 wheels) on the sales order which in this case would bring 4 of the original wheels back into our inventory stock. Then put positive 4 of the new style wheels on the same sales order, effectively "swapping out" or "trading back" the wheels.This type of transaction happens ALL THE TIME, multiple times daily here at my company and I h

3 years ago

ray20Captain II

asked in Distribution

After upgrading to 2020R2, shipment status is not right and How can I fix it.

Hello, we are using 2020R2, Build 20.203.0028. Our operation stuff report an issue, that 1 shipment is still confirmed status while the invoice and IN issue doc already been generated and released. I don’t know the user’s steps and he could not remember. And this issue happens to only 1 shipment not all. And previously in 2020r1, we didn’t encounter this kind of issue. So my large guess it is causing by our recent upgrading from 2020r1 to 2020r2. see below: Since this issue happened only once, the root cause might not be easily found.Can anyone firstly give me some directions to quickly fix it, I mean, might correct the shipment status to right.If I simply update it in DB to status completed? Is it a good way to go?And if the root cause could be guessed out, it would be very helpful for us to prevent this same kind of issue in the future.Thank you.

3 years ago

richard77Freshman I

asked in Distribution

EasyPost Plug-In

Hi,On this marketplace page for EasyPost: https://www.acumatica.com/acumatica-marketplace/easypost-shipping-integration/There is an image with the PX.EasyPostCarrier.EasyPost Plug-In. I was wondering if this is available somewhere. I did reach out to EasyPost support and the support person was not familiar with integration. https://cdn.acumatica.com/content/plugins/ac-marketplace/uploads/EASYPOST/ISV-Solutions-796-1Manage-ISV-Solutions-for-ISV727-1ScreenShot1.PNGIs that available for testing in 2020 R1?Thank you

3 years ago

sgaspar72Jr Varsity II

asked in Distribution

Automate file attachments

We have a client that would like the ability to have file attachments (PDFs) automatically attached to customer opportunity files in Acumatica. We were thinking this might be triggered by a string in the subject line of the email that identifies the opportunity or customer.Has anyone done this, or is it doable? Thanks,Scott

3 years ago

ray20Captain II

posted in Distribution

What is the easiest way to do duplicated so line item validation/reminding?

Hello, In our business, 1 Sales order would have more than 20 SO lines. In some cases, the salesman would put duplicated “inventory ID” in different solines by mistaken. I know, sorting by inventoryID and human check would be a good practice for them to detect the duplicated lines. However, as an IT staff, can I add more logics to remind them there are duplicated inventory id lines? Yes, using customization code would definitely achieve this need, however, I am poor of coding. So if you suggest coding, can you apply some code examples. I also prefer some without coding tricks, can business event or pop up note or something else achieve it? Note: it might not need to be real time reminder, which is reminding right after the line inputting, It can be accepted by overall checking, such as check only when saving the whole document. Thanks in advance.

3 years ago

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