An honest gap analysis of the working demonstration at azizsaif.com/Tritek against the inventory-management scope of Acumatica Distribution Edition.
What this audit is based on is stronger than a transcript would have been. Three sources, all direct evidence rather than recollection:
| Source | What it gave |
|---|---|
| The Storylane demo you sent | Its underlying data was extracted directly: 213 captured frames covering Acumatica screens IN202500 (Stock Items), IN204500 (Item Warehouse Details) and IN201000 (Warehouses). This established which screens the walkthrough actually covers. |
| Your nine screenshots | The complete Stock Items tab strip and the field layout of General, Price/Cost, Packaging, Inventory Planning, Related Items and GL Accounts — a more precise specification than narration would have provided. |
| Acumatica's published screen numbering | The IN2/IN3/IN4 convention for master records, transactions and inquiries, used here to structure the comparison. |
A caveat that follows from the above: this compares against the inventory scope, because that is what the demonstration covers. If the video ranges wider than its title suggests, this audit will not know it.
Against the inventory scope alone, 15 areas are built, 6 are partial and 8 are not built. Every master-record screen the Storylane demonstration covers is present and editable. The gaps are concentrated in inventory transactions — the movements between warehouses that a walkthrough shows briefly and a working business does daily.
| Screen | Function | Status | Assessment |
|---|---|---|---|
| IN202500 | Stock Items — General tab | Built | Item class, type, is-a-kit, valuation method, planning method, tax category, posting class, lot/serial class, country of origin, UOM triple, conversion rules. All editable and saved. |
| IN202500 | Stock Items — Price/Cost tab | Built | Price class, workgroup, manager, commission flag, min markup, markup, MSRP, default price; pending/current/last cost with effective dates; last, average, min and max cost held read-only because they are derived from movement. |
| IN202500 | Stock Items — Warehouses tab | Built | Per-warehouse quantity, min, max, reorder point, safety stock, default issue bin, ABC code and movement class. |
| IN202500 | Stock Items — Vendors tab | Built | Default vendor flag, vendor part number, purchase unit, minimum order quantity, last price, lead time. |
| IN202500 | Stock Items — Attributes tab | Built | Product line, class-society approval, marine duty rating, serial traceability, warranty months, country of origin. |
| IN202500 | Stock Items — Packaging tab | Built | Weight and volume with UOMs, undership and overship thresholds, HS commodity code, packaging option, pack-separately flag, box table. |
| IN202500 | Stock Items — Cross-Reference tab | Built | Global (barcode/EAN) and vendor part numbers, surfaced in the purchase-order and invoice line pickers so a line is findable by the number on the counterparty’s paperwork. |
| IN202500 | Stock Items — Related Items tab | Built | Substitutes with relation, rank, tag, quantity, effective and expiry dates, approval and required flags. |
| IN202500 | Stock Items — Inventory Planning tab | Built | Source, min and max order quantity, lot size, lead time, service level, and replenishment parameters per warehouse. |
| IN202500 | Stock Items — GL Accounts tab | Built | Inventory, sales, COGS, standard-cost variance, PO accrual, purchase-price variance, landed-cost variance, deferral and WIP accounts with their sub-accounts. |
| IN202500 | Stock Items — Manufacturing tab | Not built | Not built. Manufacturing is a separate Acumatica edition; Tritek assembles panels but does not run production orders, work centres or a bill of materials. Building it would add a module nobody would open. |
| IN202600 | Non-Stock Items | Not built | Not built. Services, freight and labour currently ride on invoice lines rather than a distinct item type. Small piece of work; deferred because nothing in the demo depended on it. |
| IN204500 | Item Warehouse Details | Built | 187 records across items and warehouses, with General and Inventory Planning tabs: storage defaults and bins, ABC code and movement class with their Fixed flags, product-manager and inventory-account overrides. |
| IN201000 | Warehouses | Built | Five sites reflecting the real footprint — Dubai Maritime City, JAFZA bonded, panel workshop, Mussafah, van stock — with bins. |
| IN202000 | Item Classes | Partial | Classes exist and drive defaults, posting class and valuation method, but there is no separate maintenance screen to edit the class itself. |
| IN203000 | Item Price Lists | Partial | Prices sit on the item and default onto documents. Effective-dated price lists by customer class, currency and quantity break are not built. |
| Screen | Function | Status | Assessment |
|---|---|---|---|
| IN301000 | Receipts | Partial | Goods receipts exist against purchase orders. A standalone inventory receipt outside the purchasing cycle is not built. |
| IN302000 | Issues | Not built | Not built. Non-sales removal — consumption, samples, staff use, damage — has no screen. Real gap for a service business that consumes its own spares. |
| IN303000 | Adjustments | Not built | Not built. Stock write-up, write-down and write-off with reason codes. This is the second half of the physical-count loop and matters more than its size suggests. |
| IN304000 | Transfers | Not built | Not built. Warehouse-to-warehouse movement with in-transit accounting. Tritek moves parts between the workshop, Mussafah and van stock constantly, so this is the most commercially significant gap in the list. |
| IN305000 | Kit Assembly | Not built | Not built, and deliberately: kits are flagged on the item record but assembly needs a costing roll-up that only matters once panel builds are costed individually. |
| IN306000 | Lot / Serial Tracking | Partial | Items carry a lot/serial class and serialised equipment is distinguished from bulk spares, but there is no screen to record or trace an individual serial number through receipt, issue and warranty. |
| IN307000 | Physical Inventory Count | Not built | Not built. Count sheet generation, freeze, entry, variance review and posting. Named in the proposal as the fix for the Oman stock audit finding; not yet delivered here. |
| Screen | Function | Status | Assessment |
|---|---|---|---|
| IN401000 | Inventory Summary | Built | Item master carries quantity and value by item, filterable and exportable. |
| IN402000 | Inventory Transaction History | Built | Stock ledger shows every movement with a running balance. |
| IN403000 | Inventory Allocation Details | Partial | On-hand and reserved are held on the item; the full on-hand / available / allocated / on-PO / on-SO breakdown is not shown as its own inquiry. |
| IN404000 | Item Cost History | Partial | Pending, current, last, average, min and max cost are all shown on the item. The dated history of each cost change is not retained. |
| IN405000 | Stock Ageing | Not built | Not built. Slow and dead stock by value band — the report that finds capital sitting on a shelf. |
| IN60xxxx | Inventory reports | Built | Stock status, reorder/below-minimum and movement are covered by the item master, reorder alerts and stock ledger, each exportable to CSV, Excel, HTML and PDF. |
| Screen | Function | Status | Assessment |
|---|---|---|---|
| — | Quotations, invoices and purchase orders as line-item documents | Built | Totals derived from lines, never typed; printable on letterhead with stamp and signature; HTML, CSV, Excel and PDF. |
| — | Supplier statements of account | Built | One supplier, a selection, or every supplier carrying a balance — each statement separate, in a single download, with a covering summary. |
| — | Create from an uploaded document | Built | PDF, Excel or CSV read and matched to master data, with per-field and per-line confidence, for purchase orders, invoices, quotations, items and expenses. |
| — | Approvals with role limits | Built | Queue, approve, reject-with-reason, ceilings by role enforced in the decision function rather than only in the interface. |
| — | VAT return and corporate tax | Built | FTA box layout by quarter and the 9% computation with the 375,000 relief band, both recomputed live from the documents. |
| — | Financial statements | Built | Profit or loss, financial position and cash flows in auditor layout, asserting their own balance. |
| — | Compliance and renewals register | Built | Licences, visas, passports, tenancies, vehicles, utilities, IT and insurance, with status derived from the expiry date. |
| — | Ask | Built | Plain-English questions answered from the live data, with every row behind the figure shown and exportable. |
| — | Activity log | Built | Every change and every screen view with user, role, screen, date, time and field-level before/after. |
| — | Vessel jobs | Built | Jobs against a named hull with IMO number, hull type and class society; budget, committed, actual and invoiced. |
The four gaps below are ordered by what they cost the business, not by what they cost to build.
| # | Gap | Effort | Why it ranks here |
|---|---|---|---|
| 1 | Inventory Transfers (IN304000) | 2–3 days | Parts move between the workshop, Mussafah and van stock every week. Without a transfer screen those movements are invisible, so every other stock figure in the system slowly stops being true. This is the one gap that degrades data already in the system. |
| 2 | Issues and Adjustments (IN302000 / IN303000) | 2 days | A service business consumes its own spares. With no way to issue stock to a job or write off a damaged part, consumption is only recorded when it happens to be sold, and the count never reconciles. |
| 3 | Physical Inventory Count (IN307000) | 3 days | Count sheet, freeze, entry, variance, post. Named in the proposal as the answer to quantities that do not tie; it closes the loop that items 1 and 2 open. |
| 4 | Serial number tracing (IN306000) | 3–4 days | Class-surveyed equipment is already flagged as serial-tracked, but a serial cannot yet be followed from receipt to installation to warranty claim — which is precisely the question asked eighteen months after commissioning. |
Stated plainly, because a build audit that only lists successes is not an audit.
Both are properties of a static demonstration rather than defects in the design. The production build described in the proposal resolves each: a server that refuses to send the page to an unauthenticated request, and a document pipeline with OCR behind it.