Unanswered questions

Hi,When you switch to a new Acumatica instance or after an upgrade, how do you make sure everything still works fine?Do you use any kind of automation tool for testing, or is it mostly done manually every time?Curious to know how other teams handle this — any tips or tools you’ve tried would be great to hear about!Thanks 😊

When I create credit return it show the error message like this.

1 | No inter‑company transactions at all when base currencies differWhenever I try to create any document that involves two companies whose base currencies are different—an Payment of an AP Bill on behalf of another company with different base currency an inter‑company GL journal entry a Cash Transfer between branches—the system blocks the save with the message that “branches has different base currency”Question: Is there a supported way to post any inter‑company document when base currencies differ, or am I missing a configuration flag / workaround? 2 | Vendor / Customer sharing across base currenciesI’ve noticed that Intercompany ▶ Extend as Vendor/Customer creates a single vendor (or customer) record that remains usable by all companies—even when those companies’ base currencies differ.By contrast, a standard vendor or customer is limited by the “Restrict Visibility To” rule, which forces us to segregate records by base‑currency groups.Question: Why can’t the same cross‑base‑currenc

Hi EveryoneThis is my first time creating a report in report designer and I am in need of some guidance.I have created a sub report (or tried to) I can’t see what I’m missing but when I populate the parameters I just get a blank page. When it is pulled into my main report (which runs without the link but without the information I need - obviously), the main report also becomes a blank page!My company often provide services which are charged at different rates of tax. Therefore, we want to show how much in total is charged at each rate. Essentially all I am trying to do is list all the different VAT information which when in Acumatica is shown on the Tax Tab in the invoice screen (screenshot added). I want it to display once on the invoice above the total due information.I know this information is available as I’ve been able to draw it out but it doesn’t show how I want it and I believed creating a sub report and linking this in a footer group would work. However, creating the sub repor

As shown in the screenshot below, we understand that when a Move transaction is performed, the system should create both: The Move Transaction, and The corresponding Cost Transaction. This is not the actual screenshot; it was taken from the local system. In our case, we can only see the yellow-highlighted Move transaction line. The Cost Transaction shown above does not appear in the Production Order. We have identified an issue where, after completing a Move transaction, the Cost Transaction is not being created for that specific Move.As a result, the system generates a WIP Adjustment Transaction when closing the Production Order instead.We reviewed two Production Orders for the same Item Code, and confirmed that both orders have the same Event History and appear to be configured identically.In one Production Order, the Move did generate a Cost Transaction, while in the other, it did not.There are also no Parent Production Orders associated with these cases, and the No project Associ

HI there team,I am trying to create  email template from Dunning Letter emails.Before automating, i need to make sure my version of MYOB Acumatica can actually do what I need. (2024.1)I have tried many channels - I just cant get the email to populate the email address, and the fields it needs to extract from to inform customer that their invoices are passed due.Any help here that isn't ChatGPT would be great thanks

We have some of our Sales Reps set up as Employees in Acumatica, each with limited access. Currently, they can only see the Sales Orders they personally entered, which makes it difficult for them to track orders for their customers that were entered by Customer Service on their behalf.Ideally, we’d like Sales Reps to be able to view all Sales Orders for their assigned customers--regardless of who entered them--but still keep their access limited so they can’t see other reps’ accounts.For those of you managing Sales Rep access:How are you controlling what Sales Orders your reps can see? Are you using Restriction Groups, Roles/Access Rights, or custom GI filters tied to Salesperson or Customer data? Do you rely on the Owner field, Salesperson ID, or something else entirely?Would appreciate any insight or examples of how you’ve structured this in you environment.

Our team just updated to 2025 R1. We now realize that the internal notes and warehouse detail text boxes are gone on the sales orders. What functionality were these replaced with? We used these fairly heavily :) 

Trying to get my first DAC to work. I am trying to retrieve data from a separate Azure database on the same network.When I create the code file I get “Cannot generate members of the DAC: A table with the specified name does not exist in the database.” I have a data provider created, but can’t figure out where acumatica connects to the other data. Is there a setup step still missing? 

I am trying to add our Customer Alternate ID to our Purchase Order Report and it is not appearing. Any help appreciated! 

Has anyone successfully used Acumatica CRM/Marketing functionality to conduct drip marketing campaigns?  Example scenario: When someone fills out a form on our website, they’re automatically captured as a lead and added to an awareness drip campaign. It’s comprised of sending the lead 14 emails spread out over the course of 12 months.Is it possible to automate such a campaign using Acumatica functionality?

Hi everyone,We’re facing a challenge with prepayments against Purchase Orders. Currently, Acumatica allows defining prepayment percentages either: At the Vendor Master level, or Manually at the line-item level. Our client, however, makes prepayments based on the total PO amount, not per line item. The percentage or fixed amount changes for each PO, so entering prepayment at the line level is very time-consuming when there are 10+ lines.Is there any standard way, configuration, or workaround in Acumatica to apply prepayment at the document level (either as a percentage or a fixed value)?Any suggestions or experiences would be really helpful.Thanks in advance!

Hello Community,  I am working to try and modify the ItemInfo view on the “Add Items” button of the sales order screen and running into some trouble and hoping someone can point me in the right direction. I understand I needed to extend the graph “PXGraphExtension<SOOrderSiteStatusLookupExt, SOOrderEntry>” but the ItemInfo view seems much different to modify vs other views in various forms. The goal is to limit what items can show up in the view based on some criteria entered in the sales order header. Is it possible to say, only show items where in another view? Maybe I just need to rebuild the ItemInfo view in the initialize of the graph extension? Is that possible? Thanks,Adam

Client has businesses that change ownership, and when this happens, they generally have batches of customer payment methods that need to be entered into the system. This is tedious with all of the manual entry. They would like an import to get this done, I have gone through numerous revisions, and I am not making much progress.Errors that I have received includeSaying it processed but nothing added/updated Error message that a data field must contain information. (The import has the data for that field) Only updating the header information, not updating the details with the account informationI know this screen is notoriously a pain to import into, and I have done some updates before to the screen but nothing to this extent. Any assistance would be greatly appreciated as I just seem to be spinning my wheels. Thank you in advance.

Anyone ever have a scenario on how to set a specific quantity limit in a warehouse location? For example this specific shelf can only hold up to a quantity of 5 items. There's nothing to set that as of now, you can set locations to have primary items...but no limits to the number of items a location can hold.  

To elaborate the issue more the end user reports that there is a mismatch in amounts of EUR amounts against the base currency USD in recent months. He assumes that the cause for this could be some error/ mistake or not conducting process of MONTH END REVALAUATION OF AR IN EUR. This has caused a loss in their reports in EUR transactions.So, the end user wants the reason for this and what caused for this to happen.They assume that if something happened, it has happened after April 2025 and they want to confirm, whether the revaluation of AR in EUR could be done again From April to November 2025 for AR, AP & GL and if they could do it by taking the  exchange rates to the amounts at that were in those specific months or do they have to use the current exchange rate values as of now to do this revaluation again.And they want to confirm also whether this error in EUR amount could have a impact in journal entries with other currencies such as GBP.

Hi guys,When I use this mapping, I can only import a single data record and then have to click “Import” again.What do I need to change in the mapping so I can import all the data at once?Thanks in advance   

I have a client that has setup a business event triggered by an ACH payment on an AP Invoice. The business event currently sends a notification email that contains an attachment generated by a report that contains the details of the AP Invoice.The client ‘s request is to also attach any files that are attached to that AP Invoice to that same notification.I have tried an approach where the business event would invoke a new action in APPaymentEntry that would compose the email from the email template with the attached report and then would get and attach any files attached to the APInvoice linked to the payment.I have run into problems referencing the correct methods to generate the email notifications so the code would compile.Is something like this possible? Is there another way I could hook into the standard Acumantica business event notification email process where I would not have to compose the email and attached report and just add the other attachments?Thank you in advance for yo

Hi all, I have Moved my custom Web Service Endpoints to a Package and I publish to all my Tenants. This worked well. Now if I make a change to the Web service endpoint. Do I have to edit the package for the changes to be in there and republish ? Or now that they are in a package I should just have to republish for the changes to go to other tenants. Thank you.

Hi,I was wondering if somebody has ever deploy a case sensitive database for their Acumatica instance and if yes how do you go about it.Thanks!

I am looking to have the option to bring invoices in through AP Document recognition and have one line on the detail instead of multiple lines.  Can someone help me with this?

What is the best source of documentation and training on setting up seasonality is replenishment ?Thank you  

Some of our items are defaulted to ‘Mark for Production’ and ‘Made to Order’.  When I manually create a sales order and add an item to it, the check box for “Mark for Production” is checked.  But when I create the order via the API, it does not mark the line item for production by default.  How can I set this correctly for each line item when creating a sales order with the API?

I see at least one other post about this version but it is marked as solved.  I downloaded the version listed under 2025 R1 SP 1.  The Esign integration version is listed as 25.101.0.  This project fails to publish.  It validates then after nearly an hour it eventually fails to publish.   Where can I find more information on why it failed?  How it this integration supported.  We are getting ready to go live and I was told by my rep this integration was something Acumatica provided.  It appears to be more of a community project than an Acumatica feature. 

We are new to Acumatica and are using Time & Expense for our Expense Vouchers.  We have employees that drive fleet vehicles.  Is there an easy way for the Fleet drivers to record their business miles driven along with any personal miles driven?