Inventory Replenishment & PO Creation

Acumatica, Writeback

The Inventory Replenishment & PO Creation Writeback template lists inventory availability and creates purchase orders in Acumatica directly from a workbook. You can use the template for low stock replenishment, warehouse restocking, reviews of suggested order quantities, and purchase orders with many items. It uses the NECWRITEBACK formula, generated with the Writeback Wizard, to send changes from your workbook back to Acumatica.

important

Click Initialize before you edit the inventory planning grid. Initialize creates a workbook copy with static data, so a refresh doesn't erase your changes.

Write a purchase order back to Acumatica

1. Fill in the required fields of the purchase order header.
2. Narrow the items in the grid with the optional filters.
3. Click Initialize.
4. Enter an Order Qty for each item to order, based on the stock quantities and the Suggested Order.
5. Review the purchase order in the Status column and the validation summary, then click Push to Acumatica.
6. Click Reset before you start another purchase order.

Purchase order header fields

The header holds the settings of the purchase order and the filters of the inventory planning grid. Fields marked with an asterisk (*) are required. Warehouse, Product Class, Product, and Stock Filter are optional filters.

Header field	What it does
Purchase Order	Purchase order number returned by Acumatica after a successful writeback. The populated value links to the created purchase order.
Branch *	Branch for which the purchase order is created.
Warehouse	Optional warehouse filter used to narrow the inventory records displayed.
Vendor *	Vendor assigned to the purchase order. Lines whose suggested vendor differs from this vendor are identified with a warning.
Location *	Vendor location assigned to the purchase order.
Product Class	Optional filter used to display inventory items from a specific product class.
Product	Optional filter used to display a specific inventory item.
Terms *	Payment terms applied to the purchase order.
Stock Filter	Controls which inventory records are displayed, such as showing low stock items only.
Order Date	Date assigned to the purchase order. If left blank, Acumatica defaults the date during writeback.
Requested Date	Default requested receipt date for the purchase order. If left blank, Acumatica defaults the date during writeback.

note

Vendor sets the vendor of the purchase order but doesn't limit the grid to the suggested items of that vendor.

Writeback actions

Writeback action	What it does
Push to Acumatica	Validates the selected order lines and creates the purchase order in Acumatica. A confirmation message indicates whether the writeback succeeded.
Initialize	Creates a separate workbook copy with (Initialized) added to the file name. Data extractions are disabled and the extracted inventory data is made static in this copy so it remains available while order quantities are being prepared.
Reset	Clears the current changes and restores the template to its last saved state. Any unsaved order quantities or edits are removed.

Inventory planning grid

The inventory planning grid lists the current stock quantities and the values that build the purchase order. You can edit the columns shaded green. Only lines with an Order Qty greater than zero are included in the purchase order.

Inventory planning column	What it contains
Inventory ID	Inventory item available for replenishment.
Description	Description of the inventory item.
Warehouse	Warehouse associated with the displayed inventory balance.
Suggested Vendor	Preferred or suggested vendor configured for the inventory item.
UOM	Purchase unit of measure used for the order line.
On Hand	Quantity physically on hand at the warehouse.
Available	Quantity currently available after considering allocations and demand.
On PO	Quantity already included on open purchase orders.
Min Qty	Minimum stock quantity configured for the item and warehouse.
Max Qty	Maximum stock quantity configured for the item and warehouse.
Suggested Order	Suggested replenishment quantity based on current inventory and configured stock levels.
Order Qty *	Quantity to purchase. Lines with a value greater than zero are included in the writeback. Only lines greater than zero are included in the purchase order.
Unit Cost	Unit cost used for the purchase order line.
Ext. Cost	Calculated extended cost based on Order Qty × Unit Cost.
Requested Date	Requested receipt date for the individual line.
Promised Date	Vendor promised receipt date for the individual line.
Tax Category	Tax category applied to the purchase order line.
Status	Displays whether the line is ready, contains a blocking error, or requires review.

Review the purchase order before writeback

You can write the purchase order back to Acumatica only when no line has a blocking error. A vendor warning doesn't block the writeback, but confirm that you want to buy the item from the selected vendor.

• Complete Branch, Vendor, Location, and Terms in the header.
• Check the Unit Cost, Requested Date, and Promised Date of each line you order.
• Check that Lines matches the number of items you expect to order.
• Review each item under Warnings, such as an item whose suggested vendor differs from the purchase order vendor.
• Correct every blocking error under Errors.
• Confirm that Status shows the purchase order is ready.
• Check the Total Cost of the purchase order.

No Purchase Order lines selected

The Status shows No PO lines selected when no line has an Order Qty greater than zero. Enter an Order Qty on each item to order.