Acumatica Inventory: Unlocking the Mystery of Shipment Confirmation
This video explores a common Acumatica challenge where orders can’t be shipped despite allowing negative inventory. It dives into the solution, its benefits, and the importance of careful inventory management.
(a) Challenges: Shipment Confirmation Roadblocks in Acumatica
- Clients frequently encounter a common issue in Acumatica where they are unable to ship a complete order due to insufficient inventory, even when they have configured the system to allow negative inventory.
- This issue stems from a hidden checkbox within the sales order preferences called “Advanced Availability Validation.” When this checkbox is ticked, it overrides the negative inventory allowance set at the item class level, preventing shipment confirmation.
(b) Solution & Benefits: Unmasking the Hidden Checkbox & Best Practices
Solution: The solution lies in unchecking the “Advanced Availability Validation” checkbox in the sales order preferences. This action allows for immediate shipment confirmation, even when inventory levels are insufficient.
Benefits:
- Flexibility: This solution offers flexibility in order fulfillment, enabling businesses to ship orders promptly and maintain a smooth workflow.
- Time Savings: Identifying and unchecking this checkbox can save significant time and frustration for both clients and Acumatica consultants.
Important Considerations:
- Inventory Management: While enabling negative inventory can offer short-term flexibility, it’s crucial to prioritize meticulous inventory management. Consistently relying on negative inventory can lead to inaccurate inventory reports, forecasting errors, and production planning issues.
- Customer Relationships: Over-reliance on negative inventory can damage customer relationships by causing delays in order fulfillment and potentially impacting a business’s reputation.
- Best Practices: To prevent these issues, businesses should establish robust systems for tracking negative inventory quantities and ensure prompt stock replenishment. Working with experienced Acumatica consultants like those at Tayana Solutions can help businesses implement best practices and leverage Acumatica effectively for strategic inventory management.
This podcast emphasises the importance of understanding the interconnected nature of Acumatica’s functions and highlights the value of experience and in-depth knowledge for successful implementations. By uncovering hidden settings and their implications, businesses can overcome challenges and optimise their Acumatica experience.