In today’s fast-moving business environment, supply chain efficiency is key—and the 2024.2 release of MYOB Acumatica is here to help. From enhanced 2-step receiving to consolidated shipments and smarter requisition workflows, this release focuses on increasing accuracy and reducing friction at every stage of the supply chain. If you’re looking to optimise your inventory management, approvals, and fulfillment processes, the Autumn release delivers the tools you need. Let’s explore the supply chain highlights.
Improvements to the Receiving of Items in a Warehouse (2 Step Receiving)
Previously, in MYOB Acumatica, warehouse workers handled the receiving of inventory items, which involved releasing a purchase receipt for items recorded on the Receive and Put Away (PO302020) form. This process sometimes led to errors in the released receipt. With MYOB Acumatica 2024.2, users can now conduct an extra verification of a purchase receipt to ensure item quantities are accurate. A warehouse manager or receiving clerk can review and adjust quantities as necessary before the receipt is finalised.
The primary advantages of this feature include:
- Enhanced GL Accuracy: Detects and rectifies discrepancies in the receipting process before they are posted to the General Ledger.
- Improved Receipting Workflow: Streamlines the workflow by addressing issues like overscans, missed cartons, or unscannable labels before items are stored in the warehouse.
- Segregation of Duties: Allocates the responsibility of receipt release to QA or supervisors, upholding internal controls and minimising the risk of fraud or errors.
The following sections describe the UI changes and changes in document processing that have been made to support this functionality.
Changes to the Purchase Orders Preferences Form
In MYOB Acumatica 2024.2, the Purchase Orders Preferences (PO101000) form now features the Verify Receipts Before Release checkbox. By selecting this option, a warehouse worker is restricted from releasing a purchase receipt on the Receive and Put Away (PO302020) form. Instead, a warehouse manager or another designated verification user must verify and release purchase receipts on the Purchase Receipts (PO302000) form. Once the Verify Receipts Before Release checkbox is selected, the system enables the Keep Zero Lines on Receipt Confirmation checkbox for selection. When this option is chosen, the system retains lines with a receipt quantity of 0 in a purchase receipt after the warehouse worker has confirmed the receipt of items.
Image: New check boxes on the Purchase Orders Preferences form.
Changes to the Receive and Put Away and Purchase Receipts Forms
In MYOB Acumatica 2024.2, when the Verify Receipts Before Release option is selected on the Purchase Orders Preferences (PO101000) form, the Receive and Put Away (PO302020) form toolbar has the following changes in Receipt mode:
- The Confirm Receipt button appears. This button becomes active when the Receipt Qty. on at least one line exceeds 0.
- The system does not display the Release Receipt button.
- The system does not display the Complete PO Lines button.
Image: Changes to the Receive and Put Away form.
Additionally, the following changes have been made to the Purchase Receipts (PO302000) form:
- A receipt is assigned the Received status when a warehouse worker has confirmed the receipt of its items on the Receive and Put Away form.
- The read-only Received to Date column has been added on the Details tab and in the Line Details dialog box, which a user opens by clicking Line Details on the table toolbar. The Details tab hides the column by default.
Image: A new status and column on the Purchase Receipts form.
Receipt Confirmation and Release
To confirm the receipt of items and release the purchase receipt, warehouse personnel complete the following steps.
Step 1 -On the Receive and Put Away (PO302020) form, a warehouse worker performs the needed operations to finish receiving the items in a purchase receipt.
Step 2 - On the same form, the warehouse worker scans the confirm receipt barcode or clicks Confirm Receipt. The purchase receipt is assigned the Received status on the Purchase Receipts (PO302000) form.
The Received status indicates that the warehouse worker has counted the items and the receipt is now under verification. You can modify a receipt with this status only on the Purchase Receipts form.
Step 3 - A warehouse manager opens the purchase receipt on the Purchase Receipts form and verifies that the received quantity is correct by comparing the following quantities:
- The actual quantities of received items in the Receipt Qty. column on the Details tab.
- The quantities in the documents received from the supplier.
Step 4 (Optional) - The warehouse manager corrects the received quantity in the Receipt Qty. column.
Step 5 - The warehouse manager releases the purchase receipt.
New Side Panel on the Purchase Orders Form
Image: The Receipt Lines by Purchase Order tab of the side panel.
The Receipt Lines by Purchase Order tab is now available in the side panel of the Purchase Orders (PO301000) form.
Image: The Receipt Lines by Purchase Order form on the side panel.
By opening and expanding the side panel, a warehouse manager can view the purchase receipt lines associated with the purchase order on the Receipt Lines by Purchase Order (PO3024BI) inquiry form.
New Widget on the Receiving Clerk Dashboard
Image: The Receipts to Verify widget on the Receiving Clerk dashboard.
The Receipts to Verify widget is now available on the Receiving Clerk dashboard.
When a user clicks the widget, the Purchase Receipts for Last 12 Months (PO3020BI) inquiry form opens. This form allows the user to examine the list of purchase receipts that have the Received status.
Mobile App
With the release of MYOB Acumatica 2024.2, the mobile app's Receive and Put Away screen now reflects the updates applied to the Receive and Put Away (PO302020) form in Receipt mode. When users activate the Verify Receipts Before Release option on the Purchase Orders Preferences (PO101000) form, the system displays the Confirm Receipt button and conceals the Release Receipt and Complete PO Lines buttons.
Watch the video below to learn more about Improvements to the Receiving of Items in a Warehouse (2 Step Receiving)
AP Bill Approval Based on the Estimated Purchase Price Variance (PPV)
In MYOB Acumatica, users can set up the approval workflow for accounts payable (AP) bills based on the purchase price variance (PPV) between the purchase receipt price and the AP bill price. However, this approval process could not begin because the system calculated the purchase price variance only upon the release of an AP bill. Starting with MYOB Acumatica 2024.2, the system calculates the estimated purchase price variance for an item in an AP bill or debit adjustment against the corresponding purchase receipt or return. This calculation takes place when the user saves the bill or adjustment, before the document's release. The system calculates the estimated PPV amount using the same method as the PPV amount and introduces the Estimated PPV Amount column to the Details tab of the Bills and Adjustments (AP301000) form, which is hidden by default.
The primary advantage of this feature is improved cost management, enabling you to:
- Identify PPV exceptions before they are posted to the general ledger.
- Avoid data entry errors and overpayments to ensure accurate financial records.
- Efficiently detect and address supplier errors or market price changes in an automated way.
Image: The Estimated PPV Amount option.
In the Approval Maps (EP205015) form, administrators can now set up an approval map for the Bills and Adjustments entity type, which encompasses AP bills and debit adjustments, using the estimated PPV amount. Within the approval map, users have the option to choose the new Estimated PPV Amount in the Field Name column on the Conditions tab for the AP Transactions entity.
After upgrading to MYOB Acumatica 2024.2, the system will assess the estimated Purchase Price Variance (PPV) for all new Accounts Payable (AP) bills and debit adjustments when there is a discrepancy between the price and the purchase receipts or returns. For unreleased AP bills or debit adjustments created before the upgrade, the system will compute the estimated PPV only if a user modifies and saves the document, or if the document is taken off hold.
Watch the video below to learn more about AP Bill Approval based on the Estimated Purchase Price Variance (PPV)
Volume Pricing and Quantity Rules in Shopify
In Shopify, pricing managers can implement quantity rules and volume pricing to establish specific quantity requirements or offer price breaks for products sold to business clients. For instance, a company might apply quantity rules to sell products in specific increments or set a minimum purchase quantity for customers. To provide discounts for bulk purchases, a company can set up volume pricing for the product. Previously, MYOB Acumatica allowed the export of sales price lists, but with the 2024.2 release, this capability is expanded to include defining volume pricing and quantity rules at the price-list level and exporting these rules to Shopify.
The key benefits of this feature include:
- Improve your competitive positioning: Shopify users can now offer more attractive pricing options to their customers, such as discounts for bulk purchases.
- Simplify the management of pricing and quantity rules: Automating the synchronisation process reduces the manual effort required to update and maintain pricing information.
Configuration of Quantity Rules
Image: A price with a minimum quantity.
To define the minimum quantity of an item that can be sold, a pricing manager creates a price of the Customer Price Class type for the item on the Sales Prices (AR202000) form and specifies a whole number greater than 1 as the break quantity.
During the synchronisation of price lists, the system creates a catalog for each price code in Shopify. In the catalog, it defines quantity rules for the corresponding product with a minimum quantity equal to the item's break quantity from MYOB Acumatica, as the following screenshot shows.
If the Multicurrency Accounting feature is enabled on the Enable/Disable Features (CS100000) form, the system also considers the currency and creates a catalog for each combination of the price code and the currency in Shopify.
Image: Quantity rules exported to a product in a Shopify store.
If there are multiple prices for the same item with the same price code but different break quantities on the Sales Prices form, during the export, the system uses the lowest break quantity as the minimum quantity.
If an item has only a price with a break quantity of either of 0 or 1, the system does not create quantity rules for the item.
Configuration of Volume Pricing
Image: A set of prices with volume pricing.
To establish volume pricing for an item, a pricing manager sets up a series of prices under the Customer Price Class category on the Sales Prices (AR202000) form, using the same price code but varying the break quantities and corresponding prices. When price lists are synchronised, the system generates a catalog in Shopify for each price code, detailing volume pricing for the related product based on the item's break quantities and prices from MYOB Acumatica, as illustrated in the accompanying screenshot.
If the Multicurrency Accounting feature is enabled on the Enable/Disable Features (CS100000) form, the system also considers the currency and creates a catalog for each combination of the price code and the currency in Shopify.
Image: Volume pricing rules exported to a product in a Shopify store.
If an item has break quantities greater than 1 for the same price code on the Sales Prices form, the system sets quantity rules using the lowest break quantity.
Required Settings of Price Lists
All the price lists to be exported to Shopify, including those that have volume pricing and quantity rules defined, must meet the following criteria:
- Price Type is set to Customer Price Class.
- A customer price class is specified in the Price Code column.
- The sales UOM of the item is specified in the UOM column.
- A whole number is specified in the Break Qty. column.
Exporting of Price Lists
To transfer price lists, including volume pricing and quantity rules, from MYOB Acumatica to a Shopify store, an administrative user must first activate the Price List entity within the Entity Settings tab of the Shopify Stores (BC201010) form. During the synchronisation of the Price List entity, the system generates a catalog in the Shopify store for each combination of the price code and currency. The catalog's name is composed of the price code followed by a hyphen and the currency code. For instance, prices defined for the LOCAL price code in AUD and NZD will be exported to the LOCAL-AUD and LOCAL-NZD catalogs in the store. If any errors arise during the import of price lists with volume pricing and quantity rules, the system creates detailed log records. These records can be accessed by selecting Tools > Trace on the form title bar. The following constraints apply to exporting price lists with volume pricing and quantity rules to Shopify:
- Only prices effective on the synchronisation date are exported.
- If both a regular price and a promotional price exist for the same item, price code, UOM, currency, and break quantity on the Sales Prices (AR202000) form, the promotional price is exported instead of the regular one.
- A maximum of 11 price tiers can be exported per item in a price list. Price tiers beyond this limit are omitted.
- The system exports only prices with whole numbers specified as the break quantity.
- The incremental value for new quantity rules created during the export is always 1 and is not updated. For example, if the incremental value is altered for the quantity rules in the admin area of the Shopify store, the system does not update it during subsequent imports.
- The system neither specifies nor updates the maximum value for quantity rules during the export.
- If the incremental value, the maximum quantity, or both are modified for the quantity rules of a product in the admin area of the Shopify store, the system exports only those item prices whose break quantities comply with the incremental value and do not exceed the maximum quantity.
- If an item has prices with a break quantity of 0 and a break quantity of 1 and the same price code and currency on the Sales Prices form, the system exports the one with a break quantity of 1 rather than the one with a break quantity of 0, unless the price with a break quantity of 0 is promotional.
- If all the prices of an item already exported to the Shopify store are deleted in MYOB Acumatica, during synchronisation, the system removes the volume pricing for the corresponding product from the catalog. The system also deletes the quantity rules, resetting the minimum quantity to the default value of 1, unless the incremental value has been manually changed for the product in the admin area of the Shopify store. If the incremental value has been changed, the system does not delete the quantity rules and does not reset the minimum quantity.
Prepayments in RMA Orders
MYOB Acumatica 2024.2 has introduced enhancements to the handling of sales orders involving the RMA Order automation and credit terms that require prepayments.
The key benefits of this feature include:
- Standardise and simplify your prepayment policy: Enforce consistent prepayment policies for customers, reducing the need for manual validation and ensuring uniform handling of all returns and exchanges.
- Improved financial security: By requiring prepayments for RMA orders, the company secures the necessary funds upfront, reducing financial risk.
The following sections detail these changes further.
RMA Orders Requiring Prepayments
In previous versions, the system did not check whether the RMA order on the Sales Orders (SO301000) form met the prepayment requirements when users applied credit terms requiring a prepayment.
In MYOB Acumatica 2024.2, the system can be configured to require a prepayment for an RMA order whose type has the following settings on the Template tab of the Order Types (SO201000) form (further referred to as RMA order):
- Automation Behaviour: RMA Order
- Default Operation: Issue
- AR Document Type: Invoice or Debit Memo
To prompt the system to require a prepayment for the RMA order, the user must activate the Prepayment Required check box on the Credit Terms (CS206500) form for the terms outlined on the Financial tab of the Sales Orders form (refer to Item 1 in the screenshot below). Within the Payment Information section of the tab, the following UI components will be displayed (Item 2):
- The Override Prepayment check box
- The Prepayment Percent box
- The Prepayment Amount box
- The Prepayment Requirements Satisfied check box
For the RMA order, the system checks whether the total amount of the applied prepayments and payments meets the required prepayment amount. If the order does not have applied prepayments or payments in the required amount, it is assigned the Awaiting Payment status (Item 3).
Image: The Awaiting Payment status and prepayment settings.
Image: The RMA order with a prepayment for the required amount.
If the RMA order is assigned the Awaiting Payment status, users can process the receipt of returned items and the return of drop-shipped items to the supplier.
When the required prepayment amount has been set, it automatically selects the Prepayment Requirements Satisfied check box (1) and the RMA order advances to the next status (2) in the workflow.
The system does not consider the following documents on the Payments tab of the Sales Orders form as prepayments or payments for the RMA order:
- Payments and prepayments with the Voided status.
- Credit card payments with a authorised transaction that has expired.
- Credit card payments lacking an active transaction.
If the RMA order balance is negative, the Prepayment Percent and Prepayment Amount fields display 0. Once the balance turns positive, the system will automatically recalculate these values according to the prepayment percent specified in the credit terms of the order.
If someone modifies the Prepayment Percent prior to the RMA order balance becoming negative, the system will recalculate the Prepayment Percent and Prepayment Amount based on this modified Prepayment Percent value when the balance becomes positive again.
Upgrade Notes
After an upgrade to MYOB Acumatica 2024.2, the system will assign the Awaiting Payment status to each RMA order on the Sales Orders (SO301000) form if all of the following conditions are met:
- The order’s type has the following settings on the Template tab of the Order Types (SO201000) form:
- Automation Behavior: RMA Order
- Default Operation: Issue
- AR Document Type: Invoice or Debit Memo
- The order's credit terms have the Prepayment Required check box selected on the Credit Terms (CS206500) form.
- The order's total payment and prepayment application amount is less than the required payment amount.
- The system assigned the order the Open or Credit Hold status before the upgrade.
Users should recalculate the quantities of stock items available at warehouses on the Recalculate Inventory (IN505000) form following the upgrade if any unprocessed RMA orders with the specified settings are present in the system.
Enhancements to Requisition Processing (Create PO from Released Requisition)
Previously, wholesale customers managed inventory without the benefit of smart reminders for lead times and exception alerts, which could lead to over-ordering, shortages, and increased manual work. In earlier versions of MYOB Acumatica, if a user deleted a sales order or purchase order linked to a requisition, they couldn't create a new sales or purchase order for that requisition. The Create Orders command in the More menu of the Requisitions (RQ302000) form was unavailable, the requisition showed a Released status, and users couldn't complete the requisition process.
With MYOB Acumatica 2024.2, processing has been enhanced for situations where a sales or purchase order associated with a requisition is deleted and no longer appears on the Sales Orders or Purchase Orders tabs of the Requisitions form.
The main advantages of this feature include:
- Enhanced Correction Workflow: Users can now amend released requisitions to fix any errors and generate new purchase orders (POs) from them, leading to a more efficient correction process for purchasing officers.
- Improved Reporting and Consistency: This update provides better reporting and metrics, ensures consistency between requisitions and POs, and removes the need to create duplicate requisitions for different suppliers.
Image: Requisitions form.
Now the system does the following:
- Changes the status of the requisition to Open (2).
- Makes the Create Orders command available on the More menu (3).
When a user clicks the Create Orders command, the system does the following:
- Generates a sales order for each customer whose requested items are part of the requisition but lacks associated sales orders. The system incorporates all items and quantities requested by this customer in the requisition into the new sales order. For customers with existing sales orders related to the requisition, it retains the specified items and quantities in those sales orders.
- Generates a purchase order for each vendor specified in the requisition that lacks associated purchase orders. The system incorporates all items and quantities requested from this vendor in the requisition into the new purchase order. For suppliers with existing purchase orders related to the requisition, it retains the specified items and quantities in those purchase orders.
- Updates the status of the requisition to Released.
Users can view the links to the newly generated sales orders and purchase orders within the Sales Orders and Purchase Orders tabs located on the Requisitions form.
Ability to Consolidate Intercompany Sales Orders into a Single Shipment
In earlier versions of MYOB Acumatica, users could create a single shipment that included multiple sales orders for the same customer. However, this capability did not extend to intercompany sales orders—specifically, those linked to a customer associated with a branch and originating from purchase orders. The following limitations were applied to each intercompany sales order:
- The Ship Separately checkbox on the Shipping tab of the Sales Orders (SO301000) form was always selected and could not be changed. This restriction prevented the system from merging sales orders for the same customer into one shipment when the Create Shipment action was selected on the Process Orders (SO501000) form, and Process or Process All was clicked on the form toolbar.
- If a user added an intercompany sales order to a shipment using the Add Order button on the table toolbar of the Shipments (SO302000) form, no further orders could be added to that shipment.
With MYOB Acumatica 2024.2, the handling of intercompany sales orders has been brought in line with standard sales order functionality. For an intercompany order, the default setting of the Ship Separately checkbox on the Sales Orders form now depends on the sales order type settings on the Order Types (SO201000) form, and this checkbox can be adjusted. Additionally, users can now add multiple intercompany sales orders to an existing shipment for the same intercompany customer by using the Add Order button on the Shipments (SO302000) form.
The key benefits of this feature include:
- Optimised Logistics: Combining multiple intercompany orders into one shipment reduces complexity and time involved in managing multiple shipments.
- Freight Cost Reduction: Consolidating shipments helps in reducing freight costs.
- Operational Efficiency: Simplify the administrative tasks associated with handling multiple shipments, such as tracking, documentation, and coordination.
From smarter receiving processes to seamless order consolidation, the supply chain updates in 2024.2 are designed to reduce complexity and improve service delivery. Whether you're handling RMAs or optimising requisitions, these tools will help you stay agile and efficient.
Want to streamline your supply chain with MYOB Acumatica? Contact us to see these new features in action and learn how to make the most of the release.
