What you may have missed in the Acumatica Community! July, 2023

  • 3 August 2023
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Dear Community Member,

With so much going on in the Acumatica Community I have consolidated recent activities in case you missed anything.

Connect, Learn and Share


Benjamin Crisman - Acumatica Community Featured Member for August 2023

Meet Benjamin Crisman our Acumatica Community Featured Member for August 2023. It’s great to have you as part of the Acumatica Community @BenjaminCrisman!


Upcoming Acumatica User Group Meetups - Join and participate!

We have several Acumatica User Groups having in person events coming up. If you’re located in one of these areas, please join your local group and attend if possible.

SoCal Acumatica User Group

2023 Q3 So Cal AUG Meeting - Thursday, August 17 from 11am-1pm

Pacific Northwest Acumatica User Group

Pacific Northwest Acumatica User Group Meetup - August 17th at 1pm

SE Acumatica User Group

SE Acumatica User Group Meetup - August 23rd, 11 AM to 2 PM EST

Utah Acumatica User Group

SAVE THE DATE | August 31st 4-7pm | Utah User Group Meetup

Join a local Acumatica User Group today!


Product update announcements

Acumatica 2023 R1 Update 6 Build 23.106.0050

Acumatica 2022 R2 Update 16 Build 22.216.0040

Acumatica 2023 R1 Update 7 Build 23.107.0022


Tech tips and helpful information

How to resolve the issue when the Excel file with the exported report includes blank rows

How to correct a 1099 box in a released or paid AP bill

How to reopen a canceled, closed, or completed purchase order or subcontract linked to a change order

Known issue: If the Bank Feed Integration feature was enabled, when a tenant was created from a snapshot or by copying a tenant, a user is not able to disconnect from any configured bank feed due to the "Unable to disconnect Bank Feeds" error

Simplify your quality control processes

Community Resource Library

How to resolve the "Provided value does not pass validation rules defined for this field" error when entering bank account type for an employee record

After an upgrade to Acumatica ERP 2023 R1, in the Project WIP and the Project WIP Detail reports, the system showed zero values in the Period Billings and Actual Billings to Period columns

How to change initial state of the screen using workflow

Known issue: On the Activities tab of the Projects (PM301000) form, the export to Microsoft Excel of project activities resulted in the following error: "Time 00:05; NewItemAttribute is dirty"

Known issue: On the Expense Claims (EP301000) form, the amount in the Claim Total box in the summary area was not equal to the sum of amounts in the Claim Amount column of the detail lines

Known issue: After an upgrade to Acumatica ERP 2023 R1, if the dd/MM/yyyy short date format was used, no data was displayed on the Customer Statement (AR641500) report if it was prepared for a day of month that was earlier than the 13th

Known issue: After an update or upgrade to Acumatica ERP 2022 R2 or later, the project templates restored from a snapshot were stuck with an empty status on the Project Templates (PM208000) form

Why Upgrade Your Acumatica Version?

Tell us how we're doing! Acumatica Community Feedback Survey - 2023

How to add tax amount to the Pro Forma Invoice printed form

Known issue: In Acumatica ERP 2023 R1, in rare cases, when the user opened the Payroll Batches (PR3010PL) list of records, the system showed the following error message: Conversion failed when converting the nvarchar value to data type

Customer Order Nbr. Validation: Forbid Duplicates and Allow Duplicates Info

Known issue: In Acumatica ERP 2023 R1, a user could not create a new document on the Bills and Adjustments form due to the "An error occurred during processing of the field FinPeriodID. An item with the same key has already been added" error

How to reconcile CA ledger and GL when there is a balance discrepancy

Posts awaiting moderation?

How to resolve the issue when the actual quantity is not updated on the project cost budget

Ask a Question, Get an Answer - July 24 - July 28, 2023 - could use some extra help this week!

Known issue: On the Tax Maintenance form, if the addresses in the Work Locations form were set incorrectly, it was not possible to update the taxes due to the "Error in tax calculation service: Invalid parameter values sent to function" error

How to perform a reversal of a deferred recognition process

How to override the Release Receipt action of the Receive And Put Away screen with the new Automated Warehouse Operations Engine in Acumatica ERP 2021 R1 and later

How to resolve the "Code NotFound : Unknown code." error during the Shopify shipments synchronization on the Sync History form

Known issue: Users could not apply prepayments to AP bills due to the following error: "AP Error: The document balance has not been recalculated in the base currency. Please report a bug."

How to resolve the "Inserting 'AP document' record raised at least one error. Please review the errors. 'Terms' cannot be empty. 'Due Date' cannot be empty. 'Cash Discount Date' cannot be empty." error on the Release Tax Report form

Customization API



Acumatica Customer Newsletter - July 2023

Acumatica Partner Newsletter - July 2023

Acumatica ISV Newsletter - July 2023

Acumatica Newsletter - July 2023


Don’t miss! - Upcoming events

Empowering Your Field Service Workforce with Mobile Solutions - August 09, 2023 10:00 am - 10:30 am PST

CRM: Best Practices and Future Vision - August 15, 2023 10:00 am - 11:00 am PST

Streamlined Shipments: Why Acumatica and 3G Pacejet are an Essential Combination for Distributors, Retailers, and Manufacturers - August 23, 2023 11:00 am - 11:45 am PST

Drive Sustainable and Predictable Growth with Strategic Distribution Metrics and KPIs - August 30, 2023 11:00 am - 11:30 am PST

acuCONNECT 2023 - The Virtual Conference for Acumatica Customers and Partners - Wed, Sep 13, 10:30 AM - Thu, Sep 14, 5:30 PM


Did you miss? - Past events


Quality Management Fundamentals for Manufacturing, Distribution, and Retail - July 11, 2023 11:00 am - 11:30 am PST

Why Acumatica Cloud ERP Outshines Oracle NetSuite - July 13, 2023 11:00 am - 12:00 pm PST

Making Modern Retail Operations Seamless with Acumatica - July 18, 2023 10:00 am - 11:00 am PST

Empowering Your Field Service Workforce with Mobile Solutions - July 19, 2023 10:00 am - 10:30 am PST

CRM: Best Practices and Future Vision - July 20, 2023 10:00 am - 11:00 am PST

Successful Quality Management Implementation Tips with Acumatica Customers - July 25, 2023 11:00 am - 11:45 am PST

Revolutionize your Manufacturing Process with Acumatica - July 26, 2023 10:00 am - 11:00 am PST

Acumatica Community Webinar - Creation and usage of workflow engine in Acumatica - Wed, July 26, 2023 - Recording


That's it for now folks but I'm sure there will be a lot more soon! Take a moment to get in on the questions, conversations and ideas in the Acumatica Community and make your voice heard!


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