Manufacturing

This is the use case.Stock Item   ABCBOM    ABC has 1 outside process for welding.BOM ABC containsStock Item 1,Stock Item 2,Stock Item 3StepsCreate Production order for ABC Create Purchase Order for ABC Create Vendor Shipment (this shipment should have Stock Item 1,2,&3 being shipped to outside process vendor).  but when i create the vendor shipment from the production order it only has the Stock item ABC on the shipment not the components).   The ABC item is the item i should be receiving back into inventory from the vendor.I am missing a step or have the steps being done incorrectly.  What should the proper work flow be?

can i get step by step 

HOW KNOW WHAT ITEM IS IN A CONTAINER

We are pretty new to Acumatica and looking for a “best practice” solution for a manufacturing process. So lets say we produce 100 metal widgets via Production Order. The order is complete/closed and the widgets will sit on a shelf for months perhaps.  Then at some time in the future some of those widgets will be bent up in a certain way as to become its next form.So is it best to call each form of our widget (flat form and bent form) two separate InvID’s with separate BOM’s? Or does Acumatica have a different way to do this?chris

Hello,After the Regen of inventory planning, this stock item is not shown as needing an action in Inventory Planning Display.  The stock item was created specifically for this exercise, so it has no inventory and is not referenced on any existing documents. The expectation is that we would see this stock item in Inventory Planning Display suggesting to order for the safety stock demand. No specific warehouse Inventory Planning settings, so should use what is in the stock item screen.

Hi everyoneI am hoping that someone here can help me answer this.We are trying to build a production with subassemblies as features. The subassemblies themselves have configurable features as well. We are hoping that there is a way to have layered configuration at the parent product level. For example, once we choose Feature A (Subassembly A), the configuration further expands, to allow us to choose feature B of Subassembly A. Is there a way to accomplish this?If this is not an option, does it mean that we have to create separate production orders for the subassemblies and configure each assembly from there?  Open to any suggestion you may have.Thanks in advance. 

I am writing a GI to show all sales order lines and any time we have created a shipment on a order that does not ship all the lines on the order the rest of the order lines are duplicated by the same number as the number of shipments we have made.   Below we have made three shipments on this sales order and the remaining line on the order shows up 3 times. We made three shipments off of the order below. one shipment for line 1 and  line two split between two shipments.  Shipments are below In the GI i am using the following tables and Relation

For Manufacturers planning to attend Acumatica Summit 2025 at the end of this month, please consider participating in the round table discussion (Tuesday, January 28th at 2:45 local time) to help define our future Manufacturing Shop Floor Kiosk.  The goal of the Kiosk is to simplify the interaction a shop floor worker has with Acumatica ERP and streamline production reporting.The session title is:  “Production Reporting:  Shop Floor Kiosk - a Manufacturing Roundtable Discussion”The topics to be discussed are as follows:Topic #1 - Manufacturing Workflows Discussion Goal - Identify and prioritize Shop Floor Kiosk workflows Topic #2 - Performance Reporting and Signage Discussion Goal - Identify KPIs/data that have high value to display on the shop floor Topic #3 - Beyond Production Reporting Discussion Goal - Identify workflows where the kiosk concept could be implemented other than produ

I am running into an issue where when I access the Default BOM ID from the manufacturing tab within Stock Items it pulls up the archived BOM revision instead of the active BOM. From the active BOM, I have selected ‘Actions’ → ‘Make Default BOM’ however it still routes me to the archived BOM even after trying to log out and back in to see if that would trigger the change. Anyone else having this issue? We are currently on 2020R2

I am looking for a way to look at a multi-level BOM that shows a complete breakdown of make vs. buy on all levels of each part within it.  Ultimately, I want to understand what the total standard time is for the BOM.  

Can this process below actually be automated?I have setup a schedule to process all materials purchased from production order and received but there is no Material batch created despite schedule already run. 

We are trying to close an order and the following error is generated “The status of the production order cannot be changed because it has related transactions that are not released.”  We have ran all product we needed and returned any material that needed to and we are ready to close this work order.I have referenced other related topics and we have reviewed all transaction related to the work order and all show released and posted. This order does not prevent us from closing the month which further validated all transactions have been released and posted. Any help is appreciated.

I am writing a GI and have 3 tables:  EPApproval, EPEmployee and RQRequisiiton.  All are connected properly and I am getting an output.  However I am getting the employee name etc. as the approver only once released not while on hold or in pending bidding/approval status.  How do I get the approver’s name?Thanks,Melissa

Is there someway to send an “approval” flag if a part gets released without an attribute filled out or a technical drawing attached to it?  I’d like to introduce some systemic control over engineering releases to make sure we are filling out data fields. 

Hey there! Our business repacks seed potatoes and I’m wondering if there is a way for us to use MRP in such a way that allows us to not have to do any calculations outside of Acumatica (example in excel). We buy seed potatoes in bulk and repack into 4 different sizes based on weight. Each of these items have their own stock item.Right now MRP is running and consolidating sales orders so that we can create production orders. This works great as long as well sell exactly how much we have purchased, but if we sell less we will still want to repack the remaining into various sizes (ideally at the same time of repacking for sales orders). Our work around is to export the production orders out of ACU, put it into an excel sheet, change the “Qty To Produce” of the production order using calculations in the excel sheet, and importing those chanes for those production orders.Is there anyway to utilize inventory planning so that all of the remaining bulk

How to Resolve Error: Inserting 'AM Transaction' record raised at least one error. Please review the errors. One or more lines have unassigned Location and/or Lot/Serial Number … The Lot Serial Class assigned to the Inventory  has Assigning Method ‘When Used ‘ and in the production order type Require Parent Lot/Serial Number = Never 

Our client is using Estimating module and create estimate from Opportunity.The Amount on the opportunity header however is not populated from Estimate, only from items added in tab Details. Example below: only standard item priced at $1000 gets added into Amount.Is this by design and is this correct?How can I see the correct potential sales of my opportunity of the Amount does not include my Estimate?   

Hi everyone Is there a way to include configurable components to subcontract shipment?This item we are trying to set up has fixed materials and configurable components. Once partially assembled, all parts are to be shipped to client site for installation by a subcontractor. The fixed components are can set up as subcontract - ship to vendor as outside process. But there is no way to set up the configurable components to subcontract - vendor shipment. Everytime a production order is created with configuration, we have to manually update the configurable materials, for them to be included in vendor shipment and show up the packing list. Is there a better way to do this?Thanks in advance. 

Does anyone know how to build a Generic Inquiry to show the inventory that is currently in process on a production order.  like Storage Details by Location but for inventory that all the operation on the bill of material has been completed yet.   we are new to Acumatica and need this when confirming our on hand inventory counts.   

I have a couple of questions regarding sales persons that are linked to employees which are linked to a user and how to use this set up conveniently in Acumatica. Basically I want the ability for the logged in user to only have access to the orders and customers which they are the default sales person for. This could be in reports, dashboards, GI screens, etc. @ME does not work as a value in the default sales person field.How can I set up a filter on the sales order screen to view all sales orders with my logged in user as the sales person. I want this filter to automatically default to show the logged in users customers and sales orders without having to set the filter explicitly to that sales person. I’d like the system to detect the salesperson based on the logged in user and reflect this in filters for sales orders. I’ve tried setting Default Sales Person = @ME but that doesn’t work.My Goal is to provide a filter to my sales persons so they can see all of the order

When I go to the “Where Used in BoM” for a specific item, it says that 1 of this item is required for all of the listed BoMs. This is inaccurate and I’m wondering if maybe I don’t understand what this column is used for.For example the highlighted line: it says that 1 Bone Char 50 lb 50 ct is needed to make 1 3G Garlic Grower Bulk (my interpretation) The BoM for 3G Greener Garlic Grower Bulk The highlighted line is a product of the Bone Char 50 lb 50 ct which is 1/50th of the original item. SO my math says that the BoM (3G Garlic Grower) should require 0.00012 of the original item (Bone Char 50 lb 50 ct)

Hello,I’m facing an issue which  I believe a bug in the system. Have you anyone experienced this? I would appreciate your comments. Test ScenarioCreate an Item with product configurator with few component items. Set the price of component Items in the price list. ( I have set a customer price class and price is based on price class of the customer) Create a sales order with the configurable item. The price of the configured item will be calculated when the item is configured. Then change the price of the component items in the sales prices and recalculate the prices in the sales order.This does not change the price of the configured items. I tried unfinish the configuration and finish again. It did not change the prices as well. Is there any other way to change the prices of the configured items upon price revision? And do you think this is a bug or what is the workaround?

I am running 2024 R1 and i thought at one point Open Purchase Orders would should up in the grid.   i have open purchase orders.   if you could let me know what areas to check it would be very much appreciated.  we are fairly new to Acumatica and want to get all the value we can from the tool. .    

Hi everyoneI am experiencing an issue with Cost Roll. based on documentation, we should be able to use Cost Roll to update standard cost of BOM item has valuation method set to standard, including material, labour, overhead etc.When we used Cost Roll, it only seems to roll material cost into standard cost, not labour cost. Could you please help me and advise what I might be doing wrong here?Many thanks. 

Our company is testing MRP and I am confused as to why the “Qty On Hand” for this item says 0 on the “Inventory Planning Results by Item” form. Under “Warehouse” there is a “Qty on Hand” field that says 0. According to ACU this what calculates Qty on Hand on this page: Below is the inventory summary of this item with location shown and it clearly shows 3 on hand in that location: Below shows that this location is checked for “Inventory Planning” there is no “MRP check box” as per the above definition but I find that ACU uses “Invent