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Distribution

Inventory, Orders Management, Warehouse Operations

  • 2,276 Topics
  • 8,477 Replies
2276 Topics
L
Captain II
ltussing03Captain II
asked in Distribution
Restrict Visibility to stock items

Hello, looking for a sanity check. I can “Restrict Visibility” to a company for Vendors and customers. However, there is not “restrict visibility” option for stock items and non-stock items correct? It seems I need to use restriction groups for this which would be very cumbersome. Am I missing any other options? Thanks, Larry

61
ed.goodman
Acumatica Employee
V
Freshman I
vannakhengFreshman I
asked in Distribution
Error employee when create shipment in order

the salesperson no link to employee I don’t why happen

284
Nilkanth Dipak
Semi-Pro I
K
Semi-Pro II
kokjietanSemi-Pro II
asked in Distribution
Calculate local carrier Freight Cost by No. of Packages?

Hello, Would like to inquire - is there any way of calculating the Freight Cost of local carriers by the number of packages on the Sales Order? Eg. each box = $15 freight cost, if the SO is to be auto-packed in 10 boxes, the freight cost should become $150. So far, I have only been able to calculate the Freight Cost by weight (per unit) or per shipment (net) for local carriers. Whereas our carriers charge directly based on packages, not weight.

1013
PatrickSchlenker90
Jr Varsity III
E
evillarosa62
asked in Distribution
SO Commission on Order level

Hello Acumatica Community :) Does anyone know if setting up commissions at the order level instead of the line item level is possible? OOTB commission system assigns commissions to each item in SalesOrder. I’m not sure if I missed a setup option that would allow me to assign it at the order level. Thanks!

292
ricoybanez
Jr Varsity III
M
Jr Varsity II
Mondeddula Madhu Venkat ReddyJr Varsity II
asked in Distribution
Error: Inserting 'Requisition' record raised at least one error. Please review the errors. Error: 'Creator' cannot be empty.

When I was Processing a requisition the following Error has occured Error: Inserting the 'Requisition' record raised at least one error. Please review the errors.Error: 'Creator' cannot be empty.

1212
S
Freshman I
A
asingh
asked in Distribution
Purchase Order Approvals

Hi All We have Purcahse Order approvals enabled in our environment (24R1). Our PO screen was modified to include a few custom date fields (see image attached) that would need to be populated at different times based on the shipment from the vendor such as estimated shipping date, customs clearance date, etc. Everytime a date has to be entered in one of these fields, the PO has to be placed on hold. When it is taken off of hold, the PO requires approval again. Is it possible to have these dates changed and not require approval when the PO is taken off of hold? Maybe by tweaking the conditions of the approval map or having multiple approval maps? Thanks Amit Custom fields on PO screen where dates need to be entered at different times

181
craig2
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?

5610
D
Freshman I
S
Jr Varsity III
sspencerJr Varsity III
asked in Distribution
Select Entire PO to link to sales order

Our client would like to Create a Sales Order then Select a po to link to and have all items on the PO come back onto the Sales Order. We understand how to do this line by line. They may have 30 line items on the PO and dont want to have to enter 30 line items on the Sales order and then link each line by line. Is there a way to do this?

261
A
Jr Varsity I
N
Freshman I
nthea23Freshman I
asked in Distribution
F 130 Prices and Discount

I had learned how to create a new sale price, But I can't find the warehouse, and I can't create it. Please kindly advise and thanks for your support and helping

161
nhatnghetinh
Captain II
josborn02
Jr Varsity II
josborn02Jr Varsity II
asked in Distribution
Inventory Allocation to Sales Order

Is there a way to allocate inventory on a sales order as soon as the sales order is released (in open status)?

211
vanessaafonso02
Acumatica Employee
jpaquette92
Freshman I
jpaquette92Freshman I
posted in Distribution
Requester Setup

How do assign individuals as requested by in the Creating a new Requests Help says employee record, but dont see anything related to Assigning users as requestor or no roles as requestor. Question what is the setup for Internal requests

191
O
Acumatica Employee
A
Freshman II
adharmawansha22Freshman II
asked in Distribution
Reverse a sales order when there are shipped quantities in the sales order

Hi, Is there any possibility to reserve a sales order though the quantities in the line levels are not shipped fully?

5024
R
Freshman I
P
Jr Varsity II
PatrickBaconJr Varsity II
asked in Distribution
Item Class Set-up - Legacy Product Categories Are Heterogenous (Don't Share Many Item Class Characteristics)

Hi All, In our legacy ERP system, we had close to 30 product categories (out of the box item grouping feature) that grouped items together for various reasons (for finished goods, product line, and for component parts, categories were created for some of the parts based on functional usage). These product categories don't share many of the attributes defined in an item class: -stock/non-stock-finished good/component/subassembly/service/expense/labor-valuation method -posting classs-lot serial class-base/sales/purchase units -cycle count code-price class -default mark for (purchasing or production). On top of this, the finished good items often can be used in multiple product lines. ------------------------------ In Acumatica, I created item classes that corresponded with the existing product categories. Next, I added a second segment which attempted to summarize a homogenous set of items within the product category (finished goods, average costing, same posting class, default mark for,

170
P
Jr Varsity II
estebanperalta54
Captain II
estebanperalta54Captain II
asked in Distribution
Pro forma invoices with regular order types

My client is looking for to send customers a prepay Invoice or a Proforma Invoice. Basically Enter an SO and generate an invoice, and once payment arrives they will process shipment and invoice. I set them up using credit terms with prepayment required and it works great. My question is if there is a way to do proforma invoices? I’m thinking I can create a second version of the sales order acknowledgement form and make it look like an invoice. Any other ideas?

4907
dcomerford
Captain II
E
Jr Varsity III
edsonvelez64Jr Varsity III
asked in Distribution
How to use GS1 barcode in Acumatica?

Hi, What are the steps to configure or use the GS1 barcode in Acumatica? Any example? Thanks, EV

126526
S
Acumatica Employee
Yuri Karpenko
Captain II
Yuri KarpenkoCaptain II
asked in Distribution
Capture More Than Was Pre-Authorized

A number of our clients are struggling with the new credit card processing workflow, where the pre-authorized amount is a cap for capturing. Scenario: sales order is created with the amount of $100. Credit card is pre-authorized for $100. There is not integration with carriers through Acumatica OR (more often) it’s an LTL order, for which there is no integration in Acumatica. So, the freight price cannot be estimated at the time of Sales Order. Shipment is created and confirmed. The freight price is received either from a 3rd party app or entered manually. Invoice is created. The invoice is now for $100 + $20 (shipping charge). Since the card was pre-authorized for $100, the client cannot charge $120. There are 2 options at this point: a) void pre-auth and create a new payment for $120; b) charge $100 and create another payment for $20. The issue with the first approach is that voiding does not remove holdback from an end customer account, and if they are short on money, the second aut

110817
S
Acumatica Employee
R
Semi-Pro III
rosenjonSemi-Pro III
asked in Distribution
Acumatica WMS - Warehouse should be a default option for users

There needs to be a default warehouse that should be set by the user (or the device). While it is possible to have “warehouses inside warehouses”, in many use cases a worker will always be in the same warehouse. So the mobile app should assume that the user’s warehouse is that default warehouse, with the option to override (i.e. item lookup screen….it shoud default to the worker’s warehouse so this doesn’t have to be entered repeatedly.

75917
K
Jr Varsity III
N
Freshman I
nthea23Freshman I
asked in Distribution
Sale Order

When I am posting the SO and Statue is Awaiting payment so, I don't know how to change it as open. If I can change it I have normal flow process. Thanks for your support and helping

513
Naveen Boga
Captain II
D
Varsity I
donnadeskins55Varsity I
posted in Distribution
2-step Transfer receipt, can't complete in mobile app 2021R1?

I have a customer who has been anxiously waiting for the ability to complete a 2-step transfer on the mobile app. I see now that you can actually select Transfer Receipt as on option under Purchase Receipts: However, all I seem to be able to do is create the record. I can’t find anywhere to enter the Transfer Order to receive. Help? Thanks!

62626
Dana Moffat
Acumatica Moderator
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

795
A
Freshman II
J
Varsity I
jsudakVarsity I
asked in Distribution
How do we use the two-factor authentication on the mobile app?

How do we use the two-factor authentication on the mobile app? The box opens to enter a two-factor authentication code on the mobile, but no way to request the code.

312
M
Freshman I
A
Jr Varsity II
apallawala21Jr Varsity II
asked in Distribution
Enter landed cost or AP Bill prior to the PO Receipt but does not pay the amount at the moment creating the liability

Hi, One of our customers practices the following scenario. They buy an insurance policy prior to the Receipt of goods and create a bill to make the liability for the insurance company. But does not pay that amount until the goods are received. When the goods are received this amount needs to be allocated to the inventory appropriately. In Acumatica we couldn’t find a way to create a landed cost/bill prior to the purchase Receipt and attach the Bill to landed cost lately. Since the customer is not paying the amount, we cannot assist them to use the prepayment request method, pay the amount and create a prepayment and apply the landed cost once the goods are received. Is there a way to handle this kind of scenario? Please assist me on this regard. Amanda

4159
N
Freshman I
S
Jr Varsity II
smuddurthi81Jr Varsity II
asked in Distribution
what is the best way to be able to pay these bills and not mess up PO Accrual

SHO-ACC inventory ID is not supposed to be used on POs, however it was and not some of the POs have already been received what is the best way to be able to pay these bills and not mess up PO Accrual some of the POs have already been received

40
S
Jr Varsity II
Orlando
Orlando
asked in Distribution
Report with lines dupplicate IN Tran table

Hello everybody, a few days ago I was working with a report but I saw although the information its correct, the report give me information duplicate (in disorder). I add the screenshot of relations and report: Relation Tables someone have idea about how fix this?

282
Samvel Petrosov
Jr Varsity II
P
Freshman I
phuctranthidiem69Freshman I
asked in Distribution
Create many SO Invoices from one Shipment

Dear all, I am using Acumatica 24R2 and encountering an issue when creating an SO Invoice from a Shipment, as described below:I have a shipment with 2 lines (2 items) and would like to generate 2 SO Invoices from this shipment—one invoice containing 1 lines and the other containing 1 remain lines.However, when create the invoice, the system displays an error message: "Sales Order/Shipment cannot be invoiced partially."Could you please assist me in resolving this issue?Thank you very much for your help!

475
A
Freshman II

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