Distribution

Hello,I have a customer who uses document level discounting on sales orders and when they do this, Acumatica is taking the discount off of the freight charges.Is there a way to not include freight/shipping charges in document level discounts?Thanks!

Description:  Saw the discussion on duties for Shopify orders (thread #33785) and thought this might help others facing the same challenge.  We've built a customs intelligence add-on that connects to Acumatica and calculates the full landed cost for every purchase order involving  international trade.  THE PROBLEM  Acumatica doesn't have native fields for customs duties. Most teams either email their customs broker (and wait days), use spreadsheets (and get it  wrong), or create workarounds like tax IDs and non-stock items for duty amounts.  HOW IT WORKS  1. Click "Import from Acumatica" — select any open PO  2. Each line item is auto-classified into the correct HS commodity code  3. Full customs cost calculated: import duty + VAT/GST + anti-dumping surcharges  4. Required border documents listed (Bill of Lading, Certificate of Origin, etc.)  5. FTA savings flagged — if a preferential rate exists for your trade route  6. Sanctions screening on every trade route  7. Click "Push to Acuma

What are my options for connecting Shopify to ACM? We have a Distribution license and from what i can tell, it is an additional cost to do the integration if you dont have a Retail license. What is the best and most cost effective way to get this set up?Thanks in advance! :)

Good day.  This is shot in the dark question.  However, we have SPSS EDI for fulfillments of our purchase orders.  We are getting this weird occurrence with the Vendor Cross reference duplicates and also it seems to make up alternate IDs as well.  Has anyone experienced this phenomenon?We are on 2025R2.  If we delete them they just reoccur.Thank you.Evan  

Hello, How can I solve this error when trying to create a generic inquiry and display the site, but encountering the message: "generic inquiry This field will not be displayed for the current user because the user has insufficient access rights or the required feature is disabled"? Thank you in advance.

Many Acumatica users in field service, manufacturing, and distribution are manually chasing vendor warranty recoveries using PO Return Receipts, Cases, or spreadsheets — with no automated entitlement checks, approval workflows, or clean AP settlement.I’ve designed ( not coded, just designed ) with:Claim Candidate Detection Queue (auto-flags in-warranty items from Service Orders) One-click claim creation from SO/shipment/receipt with entitlement engine Vendor Claim Entry + Approval Queue + line-level vendor responses Settlement Workbench (AP Credit, Refund, Replacement PO, Off-invoice, etc.) Warranty Policies, Vendor Recovery Rules, dashboards, and full audit trailIt lives inside the standard Service Management, Purchasing, and AP screens (no external tools).Quick questions for the community:How do you currently handle vendor warranty claims and recoveries today? Would a dedicated module like this (with detection queue + automated settlement) save your team significant time/money? What

I’m hoping someone can help us with a workflow hang-up we’ve run into several times. We are a contractor supply store and often place custom orders for customers or drop ship and/or ship material from our location to a jobsite.When we custom order products, we pass the our vendor’s shipping cost along to the customer unless we can add it to one of our normal stocking orders.When we drop ship, we add the shipping expense to the Sales Order.When we ship from here, whether it’s using the UPS integration within Acumatica or LTL freight, we add that expense to the Sales Order. What is the recommended workflow from Acumatica or something that works for YOUR company for charging customers before the exact shipping amount is known? I see a “create pre-payment” button next to the “create payment” button, and when we create payments there are options for “authorize” and “capture.” My understanding of these 4 is as follows - “create pre-payment” - pulls partial funding to be used toward the order

There are a built in plug ins for both EasyPost and Ship EngineDoes Acumatica recommend one vs the other ?At one point I thought EasyPost was the go to integration that Acuamtica was developing but I do not see EasyPost set up as part of the Sale Demo...Suggestions?  Only looking at one of these two since the integration is “built in”   

Has anyone successfully configured a ShipStation connection with 25R2?  I imported the customization package, entered the configuration in Acumatica, then created a store in ShipStation. I received the message that the connection was successful, but no shipments are imported even for a manual refresh.  In fact, I don’t even see login activity in the request profiler.  The account information and credentials are correct, and I can hit the web service endpoint from Postman to receive shipment details for the date range.  I am working with ShipStation Support, but response time is slow with little helpful information provided.  I’m aware of the currency rate issue that can break the connection attempt from ShipStation if not configured, so that’s not the issue.  I don’t know if it’s a design flaw or a bug, but if you attempt to edit the connection details after setting up a successful connection, the screen is blank.  I’ve repopulated it many times and each time it comes back blank.Here i

Hi,I have an SO Order Type that is Invoice and there is the Mark for PO box, but it is greyed out. I have created a new item with no items in stock and made the replenishment warehouse the same as on the order. There is also a default vendor for that item. Does anyone have a workaround or thoughts? 

I have a client who is attempting to import open POs and open Appointments/Service Orders. Is there a way to create a PO who’s lines are linked to demand (mark for po)from specific appointments? Currently if the appointment demands items be purchased the po will be linked to the appt. Can I do that retroactively? Can I import an appt. which has line items marked for PO, then import a PO with those requested items and link them together?

Hi all,I’m trying to write a generic inquiry to calculate the total purchase $ for an item by warehouse by period. My first thoughts were to go at it using INTran and just check the Tran Type. Is this the correct route or is there a better source? Also, what transaction types do I need to check for in order to ensure i’m aggregating ONLY vendor purchase $?thank you!Joseph

Hi AllHow do I setup wireless thermal label printing from the Mobile App? Will I also need Device Hub? If so, how do I setup Device Hub on the Mobile App.

Introducing the Prepayment Invoice to the customer’s business process.Why isn’t there an association of the Prepayment Invoice to the Sales Order.The Status of the order did not change, the Prepayment Invoice does not show with a status in the Payments tab, or on the Associated documents tab. If multiple people are involved, either multiple people would create the Prepay Invoice or have to waste time finding one to ensure it happened or they give up and it would happen sporadically if ever.   

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!