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Inventory, Orders Management, Warehouse Operations

  • 2,256 Topics
  • 8,420 Replies
2256 Topics
R
Freshman I
richard77Freshman I
asked in Distribution
Vendor Top Selling SKUs - by Time Period

With regards to this topic top-selling-items-in-a-generic-inquiry-27114. We have followed this reply: SoLine Table So far so good, except we would like to accurately display the quantity based on a given time period (specifically for the past year to date). If we just add OrderDate as a column it doesn’t display the correct quantity for that time period when filtered. What is the best way to accurately display the quantity for a certain time period (instead of just all time quantity totals)?

151
bwhite49
Semi-Pro I
Godro
Freshman I
GodroFreshman I
asked in Distribution
Ship Station integration to Acumatica 2024 R1

What functionality should I expect from the ShipStation integration? I’ve installed the customization, connected both systems within ShipStation, and started configuring ShipStation in Acumatica. However, I’m struggling to get orders to sync to ShipStation. What needs to be set up in Ship Via? Is a carrier required? I’ve reviewed the user guide from ShipStation but still can’t get the orders to sync. Additionally, will the "Shop for Rates" feature be available with this integration? I haven’t been able to find any clear resources on this—can you help?

256
Godro
Freshman I
dougmcbride79
Semi-Pro I
dougmcbride79Semi-Pro I
asked in Distribution
Minimum Order Quantity Verse EOQ

We need some clarification for Minimum Order Quantity and EOQ (we think this mean Economic Order Quantity). We think Minimum Order Quantity for an Item / SKU is the minimum amount that must be ordered to order the Item / SKU from the supplier. So, if I have a Max Replenishment of 20, and a reorder point of 10, (and I have 10 instock) and a Minimum Order Quantity of 50, when I run replenisment the amount to order will not be 10 (20 - 10 = 10) but will be 40 (50 - 10 = 40). Is this correct? How does EOQ figure into this math? I do not know what EOQ does. Any help is greatly appreciated. Thank you

253
dougmcbride79
Semi-Pro I
lauraj46
Captain II
lauraj46Captain II
asked in Distribution
Underscore not recognized on serial lot after update to 2024 R2

Has anyone run into issues with serial lot numbers that contain an underscore in 2024 R2? When creating an inventory adjustment, the lot that has the underscore can be selected but as soon as any field (e.g. quantity) is updated the underscore is replaced by a space and the transaction cannot be saved. For new receipts we will use a dash instead of underscore, but it’s causing problems with existing inventory. We have a support case open with Acumatica but would appreciate advice from anyone who may have already seen this issue. Thanks in advance!

9815
lauraj46
Captain II
apaquette
Freshman I
apaquetteFreshman I
asked in Distribution
How to use AP Automation with Normal POs and Dropship POs?

Hello, Our company has been using Acumatica for three months after transitioning from Sage 100. I'm reaching out to see if anyone has experience with AP automation for both standard purchase orders (POs) and dropship POs. We handle a large volume of both types, and the majority of our AP bills are generated from POs. For those using AP automation with standard POs, how do you manage the delay between receiving the AP bill and the PO receipt? Similarly, for AP automation with dropship POs, we usually create the PO receipt upon receiving the AP bill and then invoice the customer immediately afterward. How do you manage this process? Our AP department does not feel AP Automation is helping as we hoped . . . Any insights from the group would be greatly appreciated! Thank you, Andrew Paquette

1157
E
Freshman I
Manikanta Dhulipudi
Captain II
Manikanta DhulipudiCaptain II
asked in Distribution
Top Selling Items In a Generic Inquiry

Top Selling Items In a Generic Inquiry? Looking for your suggestions

814
R
Freshman I
jpaquette92
Freshman I
jpaquette92Freshman I
asked in Distribution
Posting Classes Segment Value

Can you increase the segment value of the Posting Class like you can for Item Classes

183
jinin
Pro I
S
Jr Varsity III
sspencerJr Varsity III
asked in Distribution
Require AP Invoice be attached before allowing Payment

Client wants to require that a copy of the AP Bill is attached before allowing payment to be processed. What would be the best way to accomplish this?

373
Samvel Petrosov
Jr Varsity II
Manikanta Dhulipudi
Captain II
Manikanta DhulipudiCaptain II
asked in Distribution
include email signature overriding the report template data

Hi Team When I send an email using below actions> Purchase order> Print purchase order> send- When I click send I am getting only signature in the email body, however the subject line shows as expected. I am unable to reproduce the issue in another instance or local instance.

12311
joshmcgrew
Jr Varsity III
D
Jr Varsity III
DawoodJr Varsity III
asked in Distribution
How to mark a Sales Quote “Expired” in Acumatica

Hello, We have several sales quotes that are currently open in our system, and we are unsure how to mark them as "Expired" if they remain open for more than 30 days. There is an action “Expired” in the Quote Status, but we are unsure how to use it. Is there a setting in Acumatica that can automatically mark a quote as “Expired” after a certain period, such as 30 days? Alternatively, how and when should we use the “Expired” action on a quote?

223
meganfriesen37
Captain II
P
Jr Varsity II
patrickACAJr Varsity II
asked in Distribution
Reverse an Inventory Receipt Document that was created manually

This question is a bit different from a prior question regarding how to reverse an inventory receipt. In our case, we did an Issue out of inventory that reduced our Inventory account and went to our inventory shrinkage account. We have to make some changes to the sku accounting methods, so we transferred it all out in order to make the change, then will move it all back in. After we issued it out, however, we received in via the Receipts transaction rather than do a corresponding inventory adjustment in. It correctly increased the inventory, but the other side of the transaction hit their finished goods control account rather than shrinkage. Now we have an imbalance and we can’t determine how to reverse the purchase receipt so we can adjust the inventory in properly and make it all balance. The Issue out: The Receipt: Since accounts 1200 and 1202 are control accounts in our case, we can’t just reverse the batch for the receipt. Does anyone know how we can do a reversal of the Receipt s

294
P
Jr Varsity II
D
Jr Varsity III
DawoodJr Varsity III
asked in Distribution
Adding AR Contact Table to the SO-Invoice GI Inquiry

Hello, Is there any way to add both of these tables (ARContact) to the SO.Invoice GI Inquiry? I added them, but I don't see two tables on the Result Grid tab to choose a field from. I previously added ARContact for shipping, and I don't see any value on the inquiry page after I added the second one. I had to delete the ARContacte for billing in order that ARContact for shipping should work.

314
D
Jr Varsity III
H
Semi-Pro II
HarrySemi-Pro II
asked in Distribution
Import scenario for recalculate prices in SO

hello all, I have been trying to recalculate prices on sales orders using an import scenario, but it doesnt seem to work. When I try to manually recalculate it does get, but not via import scenario. What is it that I am doing wrong here? The import scenario would be run via a biz event. So I have created a GI to list the SO on hold and whenever a new sales order would be created, the biz event should be fired.

373
H
Semi-Pro II
KellySquizzero24
Acumatica Moderator
KellySquizzero24Acumatica Moderator
published in Distribution
Acumatica Labs Program: Order Orchestration

Order Orchestration Streamline Your Fulfillment Process and Boost Efficiency! Acumatica’s cutting-edge Order Orchestration capability is designed to revolutionize your order fulfillment process. By automatically allocating inventory from multiple warehouses based on predefined business rules, this feature reduces manual errors and minimizes backorders. It expedites orders across multiple locations, tackling common challenges such as backorders, manual reviews, and high shipping costs. Additional highlights of this solution can be found below. Be a part of our Acumatica Labs Program and pioneer the future of order fulfillment with our cutting-edge solution! If you’re interested in participating, please complete this short qualification questionnaire . This will allow us to consider you for the program. We will review your submission and get back to you within 5 business days to confirm your qualification. Flexible Fulfillment Strategies Assign specific fulfillment strategies to differen

3854
Dana Moffat
Acumatica Moderator
K
Freshman I
kkrausFreshman I
asked in Distribution
Getting Shipping Labels to Orient Correctly?

UPS integrated shipping has the option for gif files, which are great for sharing with customers, as it can be used without a Zebra Printer. However, the file comes out horizontal, as shown in the below image. Is there a way to get the UPS Gif files to print out vertically, instead of the default horizontal?

212
Y
Jr Varsity I
E
Varsity I
etrojan28Varsity I
asked in Distribution
Apply dropship freight cost to sales order for profitability tracking

Hello, We need the freight cost that is defined on a dropship PO to be linked back to the sales order. We need the freight cost to be tracked and passed from the vendor back to the customer in order to track profitability for the freight line on the sales order. If we do not have the ability to track freight cost, then all we are getting on the sales order is the freight price which throws off profitability. Tracking dropship freight cost to a sales order invoice. Here is a dropship purchase order. I added line 002, Freight Charge, onto the PO at a $50 cost. This is the cost the vendor is charging us for freight. This line is linked to the sales order. We would like this cost reflected on the sales order that is linked to the dropship purchase order for profitability purposes. Here is the sales order that is linked to the dropship purchase order. As you can see the “Freight Charge” has a price of $100. To explain further we are charging the customer $100 for freight when the freight co

642
J
Jr Varsity II
R
Semi-Pro I
rkennaSemi-Pro I
asked in Distribution
Purchase Receipt Error Receiving Quantity for Sales Orders

Hi Community, Could someone please assist with the following situation: I have a Sales Order for 5 items Marked for PO, Purchase to Order. I create the PO, and I increase the quantity from 5 to 50. I try to Receive these 50 into my warehouse, and I get this error. Error: IN Document has been created but failed to release with the following error: 'Error: Inserting 'Sales Order Line Split' record raised at least one error. Please review the errors. Error: 'Lot/Serial Nbr.' cannot be empty.'. Please, validate a created IN Document This is the Lot/Serial Class associated with the item: Thank you, RJ

714
A
Jr Varsity I
kkeating24
Jr Varsity II
kkeating24Jr Varsity II
asked in Distribution
Order Type Posting Settings vs Posting Class Settings

Hello, I see a couple posts that reference my issue but they are not clear, and the help is a bit murky too. I’d like to get some community thoughts. Here are the 2 threads that hit on my issue: What I’m experiencing in 24R2: IF the posting class is supposed to be what drives the GL Accounts, the Order Type Posting Setting seems to override posting classes, essentially making the posting class not viable, because there is no way to “NOT” select a value for this drop down: as an example, if I have the standard SO Order Type as ABOVE, this setting is set to use ‘posting class’ for sales account. If I create an SO add 2 lines A stock item that has a posting class that uses the “posting class” for sales (therefore the GL account is populated) it will derive the correct Sales Account. See below - AACOMPUT01 A non-stock item that has a posting class that uses the “inventory item” for sales (therefore the GL Account on the posting class is NULL). It will NOT place a sales account on the SO. S

442
kkeating24
Jr Varsity II
M
Jr Varsity III
michael73Jr Varsity III
asked in Distribution
Attribute with selector cannot be added to Inventory Item Class

I am trying to add an Attribute that has a selector control type to an inventory ID. I set it up as follows: I then go to the inventory ID class and try to select it but it is not available: Observations: If I change the attribute type to anything other than selector, it becomes available in the Class ID Attribute screen. I tested the selector by creating a user ID field and adding the selector to a user defined field. It worked as expected. Is there a restriction or issue with adding a selector type field to to inventory class id?

2575
K
Semi-Pro I
plambert
Freshman I
plambertFreshman I
asked in Distribution
Carrier Integration: Manual Packing in Pacejet for Shipments without packages

Hello all, We are running into a potential bug with the PaceJet carrier integration. We recently updated to 24R2 in an attempt to have the following workflow without customization: Create a Sales Order with PaceJet as the Carrier for shipping. Create a Shipment for the Sales Order from the Process Orders screen. Use the Pick, Pack and Ship screen to handle picking and, once completed, confirm the shipment. Pack the shipment in PaceJet manually. Update the Acumatica Shipment from the Process Shipments screen. The issue we encounter is that PaceJet does not receive shipment information unless a shipment has at least one package added to it before shipment confirmation in Acumatica. We have the Carrier configured with the Usage Scenario of ‘Manual Packing and Shipping in Pacejet’, which appears to mean that all packing will be done in PaceJet so the Acumatica shipment will receive all of the box information externally. Yet when a shipment without any packages is confirmed, the PaceJet Sta

100
plambert
Freshman I
iqraharrison
Captain II
iqraharrisonCaptain II
asked in Distribution
Adding landed costs to sales order

Hi! does acumatica have the functionality to add landed costs to a sales order? i couldn't find anything and the closest I could get was creating a non-stock item for the landed costs (in this case, tariffs) and added that as a new line on the sales order. in our clients case, the landed cost is not added to the cost of the item. would love to hear what others are doing or if this is on the roadmap for added functionality thanks! Iqra

344
A
Jr Varsity I
claudematherne24
Jr Varsity III
claudematherne24Jr Varsity III
asked in Distribution
Creating a GI for Warehouse Locations with 0 inventory on hand

I’m trying to work on a GI to show my Inventory Manager all Warehouse locations that currently do not have inventory in them. This is a way to see how many open locations exist, build out a storage capacity percentage, and help receiving pick locations to put inventory away. I’ve tried something as simple as looking at INLocationStatus and filtering out there QtyonHand = 0, but all that seems to be doing is showing me inventory IDs that had a reference there at one point, that is currently at 0. I can look at that location and still see inventory allocated there in the system. I’m curious what I am missing. Do I need to find a why to sum all inventory IDs as a location first, then show only the ones that equal zero?

323
A
Jr Varsity I
iqraharrison
Captain II
iqraharrisonCaptain II
asked in Distribution
Configurable variations of one item (without manufacturing)

Hi! Long post alert… just want to say i appreciate your time in advance. I’d love to hear how others have handled configuring variations of a product without using manufacturing. Our client is a manufacturer’s representative that has expanded into distributing manufactured products from their warehouse. One of their manufacturers provides a base product that is always customized to the customer’s request—customers rarely, if ever, order the base product as-is. To streamline fulfillment, the client has identified common configurations of this product and now stocks those pre-assembled versions in their warehouse. These configurations involve minor modifications, such as swapping out the base pressure valve for an upgraded version. Additionally, the client stocks individual parts, which can also be sold separately. Item Setup Overview: Mfg. Base Model 1 – Not stocked, never ordered directly. Model1V1, Model1V2, etc. – Pre-configured versions of the base model. These items are set up as k

122
iqraharrison
Captain II
L
Jr Varsity III
lairdtimJr Varsity III
asked in Distribution
Best Practice for Shipment Creation

We write up 200-400 parts orders daily. Some automated via ecommerce, some entered by our CSR team. Some orders we have stock in the warehouse to ship, others we will be ordering the product into the warehouse and shipping it out when it arrives. Our current Shipment Creation process is a scheduled job that runs every 15 minutes for each of our 3 parts warehouses. It runs against every order in the warehouse, but there are a couple hundred that are in some level of backordered status. Most are truly “Backorder”, while others are in Open because they have no product available to ship (and that product is coming in either on linked POs, or on larger stock replenishment POs). I’m getting nasty looks from Acumatica recently because our ERP transaction count is way over the limit, and the majority of this is coming from the Process Orders screen. Apparently (at least in 2023R1) when you run process orders/create shipment against 400 orders, you’re looking at at least 400 ERP transactions...

402
L
Jr Varsity III
B
Jr Varsity III
bbohnJr Varsity III
asked in Distribution
EasyPost Manifest Confusion

The following post indicates that manifesting has been implemented for EasyPost with direct UPS/FedEx integration on the roadmap as of 2022. I took that to mean that batching and manifesting works for UPS via EasyPost. UPS End of Day Reporting But when you try to batch & manifest shipments from a Test integration with EasyPost, you get the error message “Unable to create a ScanForm from shipments bought from this carrier”. I thought it might just be a Test system issue, but EasyPost Support provided the following information: Thank you for reaching out to EasyPost Support about End of Day/ScanForm/Manifesting with UPS. The integration that EasyPost has with UPS is a live-rated integration, which means when you create the shipment through EasyPost, EasyPost sends that information to UPS electronically and they return rates to us in real-time. Because of this, UPS is already aware that the shipment has been created and doesn't need further record. This is in contrast with other carriers

151
B
Jr Varsity III

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