Skip to main content

Distribution

Inventory, Orders Management, Warehouse Operations

  • 2,378 Topics
  • 8,841 Replies
2378 Topics
M
Freshman I
mrivera67Freshman I
asked in Distribution
Inventory Balance per period

Hello Everyone, Is there a way we can specify the period for the Inventory Balance report? Thank you.  Kind regards,mrivera67

5345
Chris Hackett
Community Manager
K
Freshman III
kchan15Freshman III
asked in Distribution
Maximum Sales Order Line in one single sales order entry

When we tried to upload the file to the Document Detail tab under the sales order entry window, it only uploaded up to 1000 items. So is that the maximum line item we can enter in any single sales order entry? And do we have any alternatives that we can exceed 1000 line item in one single order? Sometimes we have a large order that might have thousand and thousand of BOM (Bill of Material).. In addition, we experienced tremendous of slowness when the sales order has reached about 1000 line items. For example, it might take us 3 minutes to update the pricing for one single line item or just change the characters of the stock item description.. it really create a bottleneck for our operation efficiency. 

50111
Chris Hackett
Community Manager
M
Jr Varsity II
Mondeddula Madhu Venkat ReddyJr Varsity II
asked in Distribution
when I create return with replacement and i completed after when i process shipment its not working why?

 

1314
Chris Hackett
Community Manager
toonsix
Freshman II
toonsixFreshman II
asked in Distribution
Which entities have predefined workflows?

Hi:Does the stock item status have a predefined workflow? I couldn’t find one. If not, can I create a custom workflow from scratch for it.?I could not find any information about the visual workflow editor in the help guides. Please help.Thanks.

232
Chris Hackett
Community Manager
stacy16
Varsity I
stacy16Varsity I
asked in Distribution
Error when switching to test environment

Does anyone know what this is or how to fix it?“Multiple controls with the same ID 'dt1000246' were found. FindControl requires that controls have unique IDs.”

773
Chris Hackett
Community Manager
D
Varsity I
dgodsill97Varsity I
asked in Distribution
Confirming purcase orders wtih vendors

It’s important for a number of clients to get confirming of price and delivery from the vendor and not allow receipt of goods with confirming the PO.  Manually you could keep the PO on hold or add something to the workflow.  Does anyone know of a way to “force” the vendor to confirm the PO perhaps some integration to DocuSign or Adobe sign that could communicate back the customer that the vendor has received and confirmed the PO.  The vendor of course could offer a different price and/or delivery,

2486
jyounes
Jr Varsity II
M
Freshman II
marcelkFreshman II
asked in Distribution
Update new vendor price from template to variant

After setting new prices for template items in the vendor price worksheet, the vendor price for the variants of the template item will not get updated. I can’t figure out if this is a bug or a feature.

2298
M
Freshman II
Doug Johnson
Acumatica Moderator
Doug JohnsonAcumatica VP, Product Management
posted in Distribution
Focus Group: Credit Card Reauthorization Process

About: We would like to gather your feedback regarding our credit card authorization and re-authorization process. This is important for commerce and distribution companies which process special orders or take orders with a long lead time before the order is shipped.In this focus group we will:Providing a short demo of credit card authorizations and how it works today Discuss how to manage expiring authorizationsAudience: Customers and partners who need this feature or have knowledge of workflows and how it can be delivered.Date/Time: Dec 16 @ 8:00 a.m. PDT / 11:00 a.m. EDTRegistration: https://webinar.ringcentral.com/webinar/register/WN_ExcQopQXSO6qE_bAsksWQg

4459
PaulMainard55
Varsity I
B
Freshman II
byates
asked in Distribution
Looking to Add Shipper Address info to Shipment Confirmation

Hi all,We are looking to use the shipment confirmation form as a pseudo Bill of Lading as a way to notify both parties of a transfer that has been created. Standard form has Ship To location but there is no ship from or Shipper address information. Since there is a from warehouse listed I am assuming I can edit the report (and tables) to query the ship from address off the warehouse location. But I don’t know what tables and relations I would need to create this.  Any ideas? 

1822
B
Freshman II
R
Freshman I
rvalentine11Freshman I
asked in Distribution
Taking Inventory Issues

I don’t think this has been said before but I wanted to ask here just in case…We have a extensive warehouse and we are planning on doing an inventory run sometime soon. We have just upgraded to 2021 R2.​​​​​​ And we are using handheld scanners for the first time instead of physical sheets.When doing a physical count, is there anyway to see what logged in user on the handheld scanned which item? We don't seem to see a way to do that. When you select the confirm button, it confirms the whole PI number and selects all items within the PI List  from ‘Not counted’ to ‘counted’. Thus we are losing visibility to what we are missing as items not counted yet will show a qty of 0. Is there a way to ‘Update’ what was already scanned and confirm single items were counted?

470
R
Freshman I
R
Captain II
ray20Captain II
asked in Distribution
Promotion price for a certain predefined qty?

Hello,    Is there a way to fulfill my need below.Let’s say, for Item A, we left 200 cases in stock, so We’d like to go on promotion for the 200 cases only, because during the selling time, we might do purchase and receipt. So I’d like the promotion price only apply to the 200 cases.  So the ideal scenario shall be $10 promotional prices would fill in orders allocating the 200 cases, after the 200 cases be sold out, $15 （which is the normal price） would be filled in.  Note: For business requirement, we must use the same Inventory ID.

1017
R
Captain II
R
Semi-Pro III
rosenjonSemi-Pro III
asked in Distribution
Prepopulate Sales Order Contact when emailing Sales Order?

When I go to “Print Sales Order”, and then go to the Email option to choose a contact for the To: address, the default is to search the global list of contacts. Shouldn’t the chosen Contact for the Sales Order be pre-populated? And also, shouldn’t the short list be the Contacts attached to that Customer, as opposed to searching the entire Contact database?

1635
R
Semi-Pro III
N
Jr Varsity III
nsmith51Jr Varsity III
asked in Distribution
AP301000 - How to enable approval workflow for the Bills and Adjustments screen

Hello Everyone,We have a requirement to enable the approval workflow for the Bills and Adjustments screen. Credit/Debit adjustment or Prepayment should not be approved by created by user and it should be approved by only user from specific workgroup.

2772
V
Acumatica Employee
R
Captain II
ray20Captain II
asked in Distribution
Automatically update Sales Price after receipt or bill releasing

Hello,        We previously maintain our sales price manually. Although we can leverage the sales price worksheet. But it is mainly manually.       Currently , we are short of staff. So we are seeking a way to see if this is possible.Like:      After Purchase receipt/bill be released, the receipt item’s avg cost are changed. so accordingly, the sales price changed consequently as the cost changed.     Is this function out of box?     Please advise.      

4748
R
Captain II
brothe58
Jr Varsity II
brothe58Jr Varsity II
asked in Distribution
How to add custom filter to Credit Card Processing for Sales processing screen?

I need to add a filter to the Credit Card Processing for Sales screen (SO.50.70.00) so that only records where the DocType = Invoice will show, based on an additional custom checkbox in the filter section called "Invoices Only".public class SOPaymentProcess_Extension : PXGraphExtension<SOPaymentProcess>{ protected delegate void AddFiltersDelegate(PXSelectBase<ARPayment> view, SOPaymentProcessFilter filter); [PXOverride] protected virtual void AddFilters(PXSelectBase<ARPayment> view, SOPaymentProcessFilter filter, AddFiltersDelegate baseMethod) { baseMethod(view, filter); SOPaymentProcessFilterExt filterExt = PXCache<SOPaymentProcessFilter>.GetExtension<SOPaymentProcessFilterExt>(filter); if (filterExt.UsrInvoicesOnly != null) { // filtering code here } }}public class SOPaymentProcessFilterExt : PXCacheExtension<PX.Objects.SO.DAC.Unbound.SOPaymentProcessFilter>{ #region UsrInvoicesOnly

2532
brothe58
Jr Varsity II
J
Freshman I
jechangFreshman I
asked in Distribution
How to set up one item class for multiple design template item with different attribute

How to set up multiple design template item with different attributes, but all using the same Item Class?They difference between the design template only lies in the attributes. Hence, I would like to use the same Item Class for them. 

560
J
Freshman I
cmoreland
Semi-Pro III
cmorelandSemi-Pro III
asked in Distribution
Set Sales order type by branch

I know you can set the default sales order on a company. However could you set it by branch? maybe with a Javascript? I have a need to run an intercompany orders via SO however I want the receiving company to be an an SA. Any thoughts?  

1710
cmoreland
Semi-Pro III
M
Jr Varsity II
Mondeddula Madhu Venkat ReddyJr Varsity II
asked in Distribution
In action menu button there is no generate sales order, To see that option what want to I do

 

1135
Naveen Boga
Captain II
dougmcbride79
Semi-Pro I
dougmcbride79Semi-Pro I
asked in Distribution
How to print envelopes

We have Acumatica 2021 R2 with the CRM module.  We want to do a mass mailing to our customers. We need to print envelopes with the customers address on it. Can someone please help us and show us how to print envelopes for a class of customers?

492
dougmcbride79
Semi-Pro I
A
Freshman I
annekseymourFreshman I
asked in Distribution
Stock item number change

When Acumatica was setup for us a single Inventory ID number was used for an item that had 3 variations setup in the cross-reference for one of our wholesale customers - 1 pack, 3 pack and 12 pack.  In reviewing our data this was identified so we now have individual inventory id’s setup for each of the variations and have the cross - reference in place for the wholesale customer.  The new orders work perfect, but wondering if there is a way to go back and modify the inventory id for those past orders to have them align with the proper variation either the 1 pack, 3 pack or 12 pack.  TIA!

3553
A
Freshman I
B
Freshman II
brettd36Freshman II
asked in Distribution
How does PO approvals work on projects with multiple projects on the lines?

We have a client that does PO’s which contain expense lines for multiple Projects.If you have PO approvals setup by project who does the PO approval request go to? 

1493
B
Freshman II
M
Jr Varsity II
Mondeddula Madhu Venkat ReddyJr Varsity II
asked in Distribution
ERROR:Lot/serial class cannot be changed when its tracking method is not compatible with the previous class and the item is in use.

When am changing the lot/serial class module the following error was occurredError:Lot/serial class cannot be changed when its tracking method is not compatible with the previous class and the item is in use. 

3711
Naveen Boga
Captain II
M
Jr Varsity II
Mondeddula Madhu Venkat ReddyJr Varsity II
asked in Distribution
When I want create a sales order in quick process "ok" button was in disable way can any explain how solve the issue

 

661
Naveen Boga
Captain II
J
jaweber
asked in Distribution
Issue Return against release purchase receipt - Dropship

I have a dropship that was partially shipped by the vendor.  However, the quantity shipped was accidentally received twice and billed to the customer twice.  One invoice has been released, the other has not and has since been deleted.  The issue I am running into is when I try and issue a return against the purchase receipt, it is showing qty 0 in my warehouse so it will not allow me to release the PR return.How can I go about issuing this return and opening the line again in the PO?

3131
Kandy Beatty
Captain II
S
Freshman I
scottz38
asked in Distribution
Dealer Inventory Management?

Is anyone aware of any Acumatica features for tracking/monitoring Dealer inventory once it leaves our company/store? With our seed company, we need a way to track/monitor our dealer’s inventory they purchase from us to insure that no seed is ever sold that is more than 1 year old? I thought I read somewhere that this functionality is available within Acumatica?

331
Kandy Beatty
Captain II

Badge winners

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