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Acumatica Early Shipment Solutions: A Podcast Discussion

This video explores the common challenge of managing early shipments in Acumatica without changing the original sales order dates and the solution that leverages Acumatica’s built-in functionality. 

Challenges: Keeping Data Integrity While Meeting Real-World Demands

The Problem: Clients often need to ship orders before the scheduled date on the original sales order. Changing this date to reflect the early shipment can cause problems with: 

  • Data Integrity: Modifying the original sales order date can create inconsistencies and inaccuracies in the system. 
  • Cascading Issues: Changes to the sales order date can negatively impact other areas like reporting and forecasting. 
  • Real-World Demands: Businesses need flexibility to adapt to situations where orders are ready to ship earlier than planned while maintaining accurate records. 

Solution: Utilizing Acumatica's Shipment Screen for Early Shipments

The Approach: Instead of altering the sales order date, focus on the scheduled ship date on the shipment screen.

Steps:  

  1. Create a New Shipment: Generate a new shipment document in Acumatica. 
  2. Select the Sales Order: Choose the corresponding sales order for the early shipment. 
  3. Acknowledge Warning: The system will issue a warning about the difference between the scheduled and actual ship dates. Acknowledge this warning. 
  4. Update Scheduled Ship Date: Change the scheduled ship date on the shipment screen to the actual ship date. 

Benefits of this approach:

  • Accurate Record-Keeping: Acumatica tracks both the original sales order date and the actual shipment date, maintaining accuracy for reporting and analysis. 
  • Improved Planning: Preserving the original sales order date ensures accurate data for production planning, inventory management, and customer communication. 
  • Flexibility and Efficiency: This solution allows businesses to accommodate early shipments without compromising data integrity. 

Call to Action: If you’re facing similar challenges with early shipments, consider this solution or contact Tayana Solutions, an Acumatica partner, for expert assistance. They can help streamline your processes, resolve support cases, and enhance customer satisfaction.