SPS Commerce EDI for Acumatica Features and Enhancements by Release

Maintenance items are included in each release

SPS Commerce EDI for Acumatica

V20 (Acumatica 2024R2 and 2025R1) Released 5/7/2025

Blanket Purchase Order Support

The SPS Commerce EDI for Acumatica customization now supports inbound purchase orders (850) for blanket purchase orders and subsequent release/child orders.

In Acumatica a blanket purchase order is used to order larger quantities to be shipped in smaller quantities over an extended period and to outline the details and terms of the purchase.  A blanket order is used for planning purposes and does not affect the item availability in the warehouse. Usually, multiple release or child orders are issued against the blanket order, each of which reduces the blanket order’s open balance of the ordered quantity until the open balance is depleted or the Expires On date is reached.

Now, when an inbound 850 includes the PurchaseOrderTypeCode setup for the trading partner as a Blanket Order Type, then during Create Sales Orders a Blanket type sales order is created. Later as 850s are received with the PurchaseOrderTypeCode associated with a release, then during Create Sales Orders child type sales orders are created.

Inventory Quantity Check for the Warehouse Order (940)

Until now, when SPS Commerce EDI sent warehouse orders (940) the Sales Order ordered quantity was sent to the warehouse without regard for the on-hand quantities. With this release, new functionality in SPS Commerce EDI for Acumatica takes advantage of Acumatica’s inventory quantity allocation process.

By warehouse trading partner, a setting adds the ability to send only the allocated quantity rather than the ordered quantity on the warehouse order (940). 

Use Acumatica’s allocation process from Manage Sales Allocations or from the Sales Order screen to select a SO Line then use the Line Details button to access the Line Details screen to allocate quantities for line items. Based on the SO Line Shipping Rules the remaining quantity is either cancelled or left for allocation in a later shipment, or Ship Complete. When the inventory item is lot or serial tracked, in addition to allocating quantities, lot/serial numbers may be allocated in the SO Line based on the Lot/Serial Class. Allocated lot/serial numbers are sent in the 940out.  Acumatica processing determines whether a lot/serial item can be assigned on a sales order line based on the Lot/Serial Class assigned to the inventory item. 

Once the SO lines are allocated, the warehouse orders can be sent from the sales order using the Send WH Orders button or from the Send Outbound WH Orders page.

The Warehouse Ship Advice (945) quantities and lot/serial numbers are deemed to be what was shipped and will be used during the Create Shipment process and may not match the lot/serial numbers sent on the 940.

Smaller (but valuable) Enhancements

• For many screens, Customer ID, Vendor ID or Warehouse ID are now included next to the ID on the grid.
• Shipment date has been added to the Mark ASN/Shipments for deletion screen.
• Shipment date and Invoice date have been added to the Mark Invoices for deletion screen. Since multiple shipments can be included in an invoice, the most recent shipment date is used.
• Customer Order Number has been added to View Invoice Errors, View ASN Errors, View PO Ack Errors, View All Invoices, View All PO Acks, Reprocess and Resubmit Invoices, Reprocess and Resubmit ASNs, Reprocess and Resubmit PO Acks.
• For shipments with shipment terms specified, the terms writes into the 856out DTO in a string field labeled ShippingTermsID. Shipment Terms are not associated with Terms Cross Reference.
• Additional case and pallet label fields are available to support printing of up to 4 case labels and 3 pallet labels.

Several maintenance items were also included in the release.

V19 (Acumatica 2024R2) Released February 2025

Warning Retention for Inbound POs

During the Receive Inbound Purchase Order process while records are received into the staging tables each inbound document file is verified for accuracy and assigned a status of Ok, Warning, or Error; the messages are viewable from View Pending Purchase Orders until the sales order is created.

A Warning status allows the sales order to be created. An Error status will not allow the sales order to be created. The error must be resolved and the PO reprocessed with an OK or Warning status to be able to create the PO.

Once sales orders are created for those with a status of OK or Warning, all related warnings are gone. Action may be required on orders with a warning. Warning data is now retained and available via the SPS SO Warnings tile on the side panel as a new GI.

Skip Errored Lines on Inbound Invoices

The Acumatica business rules are strict for processing an AP Invoice (AP Bill) requires each invoice line and shipped quantity matches the purchaser order line, inventory ID, and the receipt quantity.  When the scenario deviates from these rules, the AP Invoice cannot be created.

For the SPS Commerce EDI adapter for Acumatica, these same business rules applied for Inbound EDI Invoices (810in) and so to the ability to create invoices.  With EDI, it can be common for a purchase order to have hundreds of lines. When the inbound 810 invoice is received, and the EDI Invoice lines match correctly for most, but not all lines – i.e. for 299 lines out of 300 lines, this 810in cannot be processed further through Create Invoices because the one line in question could not be resolved. The only option was to skip Create Inbound Invoices and manually enter the invoice for all 299 good lines.

With this release, a user can create an AP Invoice for all valid lines on the inbound invoice when the only errors are related to mismatched lines, inventory IDs or shipped quantities. The errored line can be managed after the invoice is created. Note that hard errors such as missing cross references must be resolved before the Create AP Invoice can be used.

This new feature only applies to purchase orders with the setting ‘Allow AP Bill Before Receipt’ unchecked.

SPS Commerce Fast and Easy Initiative

The SPS Commerce Acumatica team is committed to ensuring an amazing implementation experience for customer onboarding. To this end, the team is continuously looking for ways to enhance the solution to make it faster and easier for consultants to onboard customers. With input from the consulting team, five different functions were identified where modifications were made to save significant time during the implementation process. This thought process will continue until the implementation process truly becomes fast and easy.

Coming Soon – Pack a single non-stock kit SKU in Multiple Cartons.

V18 (Acumatica 2024R1 and 2024R2) Released October 2024

• Inbound Advance Ship Notice (856)
  Based on customer input, changes have been made to the Inbound ASN (released in V13 August 2023) to improve the user workflow. The Inbound ASN now has the ability to Create PO Receipts based on the data included on the ASN. This feature will save time when receiving goods.
• Item and Ship To Cross Reference
  Many users have a large number of Item and Ship To Cross References that can change on a regular basis. The ability to mass Delete All has been added to the Item and Ship To Cross Reference pages
• Ignore Item Cross Reference
  For Customer Trading Partners set up to Ignore Item Cross Reference for Inbound POs, the process to search the Acumatica Item Cross-References to determine the inventory items on inbound PO has changed.  After checking cross-references for the Customer Part Number (Child Customer ID), the process now searches for a Customer Part Number assigned to the (Parent Customer ID), then checks for a Barcode, or Global cross-reference.
• Shipments
  When an order requires multiple shipments and the Bill of Lading Number, Trailer, Number, PRO Number, Load ID, Delivery Date, Delivery Time fields are required, you are now able to confirm the shipment and those fields on the SPS EDI tab remain open for entry.
• Outbound PO Acknowledgements
  During ‘Send Outbound PO Ack’ additional values are sent to new fields have been added to the Outbound Processing function – DiscUnitPrice, DiscPct, DiscAmt, Amount (discounted line total). If you want to take advantage of the new fields, please reach out to SupportCloud@MAPADOC.com. Support will work with the implementation team to provide a custom 855out map that will enable you to send these fields to the trading partner.
• Outbound PO Acknowledgements
  Beginning with v18 for Outbound PO Acknowledgement records, the field ‘ExtendedItemTotal’ is now the value from the SO Line Ext. Price and not the SO Line Amount. If you find that the price showing on the Outbound PO Acknowledgement is, in fact, the SO Line Ext, but you want to continue to send the SO Line Amount as before, please reach out to SupportCloud@MAPADOC.com. Support will work with the implementation team to provide a new map that will map the SO Line Extended Price appropriately.

V17 (Acumatica 2024R1)

• Added support for Inventory Advice reporting for Non-Stock kits and Non-Stock items. The Inventory Advice can now report based on quantities of kit components as well as non-stock items
• Trading Partner Item ID has been expanded to 50 characters in Customer Item Cross Reference, Vendor Item Cross Reference and Warehouse Item Cross Reference. This functionality is available for all EDI Transactions except the Retailer Branded Packing Slip which supports 48 characters.
• Modifications have been made to the inbound Purchase Order to improve performance for users with greater than 50,000 inventory items
• The ability to use the Warehouse Address from Acumatica as the Ship From address has been added to the outbound ASN, Labels and Branded Packing Slips (this requires a custom map)

v16 (Acumatica 2023R2 and 2024R1) released May 2024

• For customers utilizing the native Acumatica Non-Stock kit functionality, the ability to support a compliant ASN has been added to the product.
• Life will get a little easier for warehouse workers. SPS Commerce has taken advantage of the native Acumatica mobile capabilities and provided mobile warehouse operations support. You are now able to pack shipments, print labels and set the ASN as Ready to Send via a mobile device rather than running back and forth to the office.
• All SPS Commerce Label printing is enabled when using the Acumatica Device Hub.
• Date formats are no longer US focused with the added ability to support global date formats.

v15 (Acumatica 2023R1 and 2023R2) released February 2024

• System Extensions provide a seamless experience between performing EDI tasks within Acumatica and working in Fulfillment, reviewing reports in Fulfillment Monitor and launching SPS Commerce Support right from the menu in Acumatica
• The Duplicate PO Check has been enhanced with the ability to not only review Purchase Orders received within Acumatica but also Purchase Orders received into the staging tables prior to being pulled into Acumatica.
• Modified View Pending Purchase Order Screen to include the Acumatica Customer ID
• The PO Line Notes field has been expanded to support up to 5.000 characters.
• The Customer Item Cross Reference has been modified and no longer allows non-stock items of type service or charge
• Invoice Total Tax is now available to be placed on the outbound invoice (a custom map is required)
• To minimize database usage and space, SPS Commerce Log records older than 2 years are automatically deleted

v14 (Acumatica 2023R2) released October 2023

• To support retailers and suppliers requiring their suppliers to communicate via EDI, the Inbound PO Acknowledgement (855) document has been added to SPS Commerce EDI for Acumatica.
• The EDI Dashboard has been enhanced to enable users to take action on items that appear on the dashboard.
• Usability of some lookups have been improved by adding the Acumatica company name next to the Customer ID field.

v13 (Acumatica 2023R1) released August 2023

• To support retailers and suppliers requiring their suppliers to communicate via EDI, the Inbound ASN (856) document has been added to SPS Commerce EDI for Acumatica.
• For users with multiple warehouses or experience changes to orders that require adding items or splitting lines, the ability to override the line sequence numbers on outbound documents has been added. In addition, a button has been added to easily add EDI information to ensure appropriate data is passed on the outbound documents.
• Clicking the ‘Reprocess’ button on View Pending Purchase Orders now forwards to the Create Sales Order screen if the status of the returned document is ‘OK’ or ‘Warning’.

v12 (Acumatica 2022R2, 2023R1) released June 2023

• For users taking advantage of the Acumatica native Item Cross Reference functionality, the ability to Ignore Item Cross Reference has been added. You are no longer required to store cross reference information in multiple locations.
• For users storing Trading Partner Ship To information in Acumatica, the ability to Ignore Ship to Cross Reference has been added. You are no longer prompted to enter ship to information in multiple locations.
• If your trading partner sends allowances and charges on the line level rather than the header, support for detail level Allowances and Charges has been added to enable sending of detailed information back on the outbound documents.
• Using Marketplace or eCommerce connections just got easier for you to manage all the new customers coming through the connections. The ability to Add Customers on the Fly has been added enabling you to capture that important customer information required to keep in contact with them.

v11 (Acumatica 2021R2, 2022R1, 2022R2) released September 2023

• If you receive orders via phone, email or fax and are required to send invoices via EDI. The new Standalone Invoice functionality enables you to send invoices that do not have an inbound order attached.
• A Note type Activity can be added to a PO transaction when sent enabling team members to easily communicate.
• SPS Commerce now takes advantage of the native Acumatica Generic Inquiry functionality for the Customer, Vendor and Warehouse Reports.
• Instant visibility into EDI status with the new dashboard functionality added for both customers and vendors.
• If one label gets stuck in the printer or lost, it is simple to reprint one or more labels for selected packages within a shipment with the new Reprint Labels functionality under Outbound ASNs.
• Drop Shipping is simpler now with the support for Trading Partner Branded Packing Slips. You simply select the Print Retailer Branded Packing Slip and let SPS Commerce take care of managing Trading Partner requirements.

v10 (Acumatica 2021R2, 2022R1) released April 2022

• The 846 Inventory Advice is now available in the SPS Commerce EDI for Acumatica solution. The setup is very flexible enabling you to send the inventory advice in a manner that meets your needs and your customers’ needs.

v09 (Acumatica 2021R1) released September 2021

• If you are required to report taxes at the detail line level tax on outbound invoices, this is for you. Line level tax is now supported in SPS Commerce EDI for Acumatica.

v08 (Acumatica 2020R1) released November 2020

• Utilizing a 3PL warehouse for your fulfillment needs? The 940 Warehouse Order and the 945 Warehouse Ship Advice documents are now available for use. The warehouse order sends the order to the warehouse for fulfillment and the warehouse shipment advice sends the shipment data back into Acumatica and creates the shipment.

v07 (Acumatica 2019R2) released April 2020

• Maintaining your SPS Commerce EDI solution is easier now with the ability to clear errored documents from the outbound ASN and invoice screens
• Modifications to the Process EDI Shipments screen improve load time and provides additional fields and filter options.
• The option to clear the Process EDI Shipments Screen has been added for greater clarity of required next tasks.
• Support the Validate Document Totals on Entry option in Acumatica AP Preferences has bee included.
• Auto-pack was modified to allow packing of multiple SKUs in a case.
• The Sales Order header notes and Line notes have been modified to allow up to 5000 characters.

v06 (Acumatica 2019R2, 2019R1) released January 2020

• Introducing the PO Acknowledgement (855) to the SPS Commerce EDI for Acumatica. The 855 supports the common status codes.
• Improvements to the Allowance and Charge handling were included in this release.

v05 (Acumatica 2019R1, 2018R2) released December 2019

• Version 5 introduced the Vendor buyside documents with the Outbound Purchase Order (850) and the Inbound Invoice (810)

v03 (Acumatica 2018R1, 2017R2) released June 2018

• The ASN and Label Printing were released in version 3.

v02 (Acumatica 2017R2) released January 2018

• The native Acumatica Parent Child functionality is now supported in SPS Commerce EDI for Acumatica.

v01 (Acumatica 2017R2, 2017R1) released November 2017

• SPS Commerce EDI for Acumatica now supports one-to-many relationships.

v00 (Acumatica 6.10) released August 2017

• The very first release of SPS Commerce EDI for Acumatica introduces the Purchase Order In and Invoice Out.