Unanswered questions

So i created this report. I'm grouping the customers first and ARtran.RefNbr. But it is not working, how can i fix it.This is the relationIts not working. 

Is there a way to have a certain payment type always post as a prepayment instead of a payment? For context:We create sales orders and send them to customers so they can pay for their items before they are delivered. The payments made through the integrated payment processor all post as "Payments" which creates a negative AR and really throws the AR Aging reports and overall AR out of whack. Especially since it can be a month or more before an animal is delivered and the SO is converted to an invoice, thus balancing out the AR. Manually generated payments can be posted as "Prepayments" and thereby coded to Customer Deposits instead of AR on receipt and don't cause that issue. Ideally, we'd have specific payment types automatically generate as "Prepayments" instead of "Payments" so that they post to our Customer Deposits account until the item is delivered and the transaction completed. Does anyone know if that is possible?

Hello Has anyone seen this error? I added Mass Actions to a GI for Production Order Ticket, but when I try to mass edit them or even one, I get this error. I was looking to complete or cancel multiples at once.  

Hi Community,Our client requires that all newly created Inventory Items are reviewed for quality control and approved prior to activation.My initial thought was to simply change the default status of new stock items to “Inactive” so that the item can be placed in a review queue GI/Dashboard.  As I was thinking about this, I realized the client may have a legitimate reason for marking an Inventory Item as “Inactive” for reasons other than the item having been newly created.  I thought that I could couple this with a “reviewed” attribute, but we don’t have a viable to lock down a single attribute prompt without locking them all down for a group of users.  This led me to add a new drop down value to the Item Status field called “RE - Needs Review” which we would use to drive the review.  The problem with this is that there are no business rules to prevent the newly created from being used with this status.   My question is, is it possible through no code/low code customization to allow a

Currently the Acumatica to Avalara/ Avatax ECM connector requires that the customer record have the Primary Contact.  Many clients do not use these fields and certainly wouldn’t use them for requesting a sales tax exemption certificate.  They would use the information on the Bill-To Info tab.  This has the correct emails and phone numbers for these types of requests.  There is also an Account Name or Attention field that can be used as the contact for the request.  The current mapping is not useful,  it would make the connector usable if it mapped to the Bill-To Tab and not the primary contact.

Hello!I am required to get selected the Credit Term on the Sales Order based on the Customer Location or the Order Type, but currently it only provides the option to maintain the term for customer.Is there any way that I can alter this credit term selection?Best Regards 

We are using the “entity/Manufacturing/23.200.001/MoveEntry/ReleaseMoveEntry” REST API Endpoint to release the move entry at the end of the process.  We get a 202 Accepted response even when the release was unsuccessful.  A couple of reasons for the release being unsuccessful is duplicate serial numbers being received and backflush not being setup properly in the BOM.  In both of these scenarios, we still receive the 202 Accepted response with no body.  How can we “trap” these errors so we can report them to users to make the corrections?  Is there a different API call to use?  Any thoughts would be appreciated.Thank you in advance.

Is it possible to set up a popup reminder in the mobile app that appears before a technician closes an appointment?

Hi! For the calendar board in field services, is there a way to easily block off certain time slots for field service employees? The example is I have an employee that needs to block off 2 hours in the calendar board because they have a personal appointment.

Hi,Does anyone have a way to import customer notes but with multiple lines such as for phone numbers. This is so it will carry over to service orders and appointments.  

Hello all, I have a generic inquiry created that is supposed to calculate the quote to order conversion rate. The formula we are using is (Number of SO orders with QT type as an original order type) / (Number of QT order type in the system). This is the result: All three fields are calculated fields, using Sum() directly in the formula. Since I am using aggregate function, the GI requires a group by on Order Type. Else it would throw an error. The calculations are all correct by order type, but I don’t want it to be by order type. Using the screenshot above, I want the GI to only have one line, where 2 / 1123 = 0.001809Any idea on how this can be accomplished? Thanks all! 

Hi All,I have created a Project and a PO against the project when the commitments are allowed to the Project. When i lock commitments to this project and go back to the PO, put the PO on hold and add new lines to this, the system is allowing me to change it instead of restricting it.     Related source Am i missing any steps here?

 I am facing an issue with a customization on the Acumatica 2025 R2 Receive and Put Away screen and would appreciate your guidance.Issue Description:I have added a custom Action Button on the Receive and Put Away screen. When the button is clicked, a popup window opens that displays a list of active locations in a grid with selection checkboxes.The expected behavior is that when I select multiple locations in the popup and confirm the action, all selected locations should be processed and set to inactive.Actual Behavior:When more than one location is selected, only the last selected location is being processed and inactivated. The previously selected locations are ignored.Expected Behavior:All selected locations in the popup grid should be processed together, and the inactive logic should apply to each selected record. Custom Code ReferenceBelow is the relevant customization code used for the popup and action button:using System;using System.Linq;using System.Collections;using System.C

Building a GI where I need to get the most recent “Effective Date” for all inventory items that are a “STAFF” price code. The ways I’ve seen to get the most recent record in GI’s won’t work here because the effective date only lives on the ARPriceWorksheet table and not on the ARPriceWorksheetDetails table where the inventory item, price code, and pending price are. Thanks for the help!

Image1mine is 2024 R2 , i would like to know how to setup home screen as first homepage to all user ? i already navigate to site preference and set homepage there, but after i login as user, what they will see as first page was acumatica default welcome screen as showned below:Image 2after i click home button then only showned as “Image 1” . And then i tested by assigning “Wiki Author” role to any user ID which that role provides access rights for creating Wiki articles, then only that user with “Wiki Author” role can see the homepage article i published earlier on wiki. Can somebody help me ? I need to know how to configure this so that users can access my ‘homepage’ in view-only mode, without assigning any roles that allow them to edit the Wiki content. How can we configure the system so that the first page displayed to users upon login is the homepage containing my Wiki article? Thank you.

Hi,due to the changes in the US regarding duties (800$ de-minimis), we have to collect duties from our customers in Shopify. This works very well, but if i’m correct, there is no solution/field in Accumatica to collect duties in sales orders.So now i’m struggeling how to import those values which i do have in my sales order in shopify to my sales orders in accumatica. Does anybody else have the same issue and already a solution for it?

When sending SO to customer, how do I add the salesperson’s email in CC in my notification template? I’ve tried the below which doesn’t work. Appreciate if someone can help please. 

As far as I know, Acumatica only allows you to PUT one entity at a time. Is there any way to do a bulk upload of entites (eg. Stock Items, Journal Transactions etc)?If it’s not possible to do it within Acumatica, can it be done with a custom API or a wrapper and what would that look like?

Greetings all,Very curious to know if someone has accomplished this (ideally using out of the box platform tools).  The mission is to launch a custom URL to an external site from within Acumatica. Two valid options:Workflow button with custom action that launches the URL when the operator clicks the button UDF with an embedded hyperlink that operator can click.This functionality would need to live on the Sales Order screen. Either the Sales Order workflow would have a button that launches a specific URL, or, the Sales Order Line UDF would include the hyperlink. I do see two possibly related (older) comments but am curious about current state.This post addresses the External URL redirect and some problems with it:This post links to a feature that was requested 10 YEARS AGO with comments as recently as 7 days ago. If anyone has suggestions I’d be curious to hear.Quoting the original post, FYI the asiablog link returns a 404 error; so not even usable as a reference.I will gloss over the a

We currently are using the Distribution Management Software. At the time we started that software, we weren't doing much “Production”. We are now doing a lot more but not enough to validate moving to the Manufacturing Software.Any suggestions on a light production module that doesn’t cost an arm and a leg to run? We don't need a lot of the “Bells & Whistles” that a lot of add-ons offer. I understand the cost for installation and training. But after that, the cost for usage of the module to be reasonable. Requirements:-JOB TRAVELERS/PRODUCTION TRAVELERS (To also be able to track status)-BILLS OF MATERIAL-BOM COSTING Optional Items:-FORECASTING/REPLENSIHMENT WITHIN THE BOM’S-AUTOMATIC “KIT ASSEMBLY” WHEN JOB TRAVELER IS COMPLETED

Hey all! Question - Can you actually receive, view, and reply to emails in Acumatica? I was drafting an email and I saw the “Replay All” button but I have yet to see any place to actually view emails? Thanks!

Hello All, I am curious if anyone uses Acumatica to track Resale Certificates for your customers. If so, how would you does your company do that?

Good afternoon,Is there a way to set up a line item (i.e. - our company catalog) to go in at $0 value and bypass CREDIT HOLD so it doesn't get tied up?We want it to count against inventory for the product, but just no monetary value.Thank you!

Hello i need help on sales tax. December was inadvertently closed and i need to retrieve the December invoices. They are not showing up in the tax detail report in any other months. I thought they would show in Jan but they are not. We need in order to file taxes. 

Has anyone developed a system where the move transaction can be done in batches similar to how the materials wizard functions? We release materials when a production order is completed in house so we do the materials and move transaction one right after the other. The materials wizard allows us to release materials for dozens of production orders if needed, but now we need that same functionality but for the move transactions.