Community site discussions

If it doesn’t, is this something we can add 😀 I tend to leave my tab for one thing or another and I’ve closed my browser not realizing i finished a post so wanted to ask in case, i can go back and find my unposted post.

Hi everyone,Can anyone please tell me the source fields of the information in label below the SOLine grid in SOOrder screen?Thank you 

Hi, can anyone please let me know that is there any way in Acumatica or Acumatica itself generate event history for import scenario and if then how ?Eg:- I have a formula screen and when I created a new formula or updated an existing formula then  it ‘s event history does not show that the formula is created from import scenario or updated from import scenario.So, how I can  generate the event history for same.Please let me know if anyone has solution or suggestion on this question.Thankyou,

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share Joel Hoffman - Acumatica Community Featured Member for March 2025Meet Joel Hoffman our Acumatica Community Featured Member for March 2025. It’s great to have you as part of the Acumatica Community ​@joelhoffman! Acumatica Community Webinar - Management by Exception: Creating a Generic Inquiry for Discrepancy Monitoring - March 26, 2025 | 9am - 10am PTLearn how to build a powerful generic inquiry to quickly identify discrepancies between actual and expected values in Acumatica. These generic inquiries can power dashboards, reports, and automations in Acumatica, helping your team focus on potential issues that require their attention. How to Answer Questions on Acumatica

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share Congratulations to our 2025 Acumatica MVPs!At Acumatica, we’ve made this collaborative mindset our Rallying Cry: “Building the Future of Business, Together.” It means we and our customers, partners, and creators rely on each other to succeed in today’s digital and—let’s be honest—uncertain marketplace, and there are many in the Acumatica Community who elevate this collaboration to a different plane. AI Support Agent Pilot - Need more volunteers! How to Answer Questions on Acumatica Community - We need everyone’s help!Active Participation is needed from every Community user; everyone can provide valuable input using their individual skills and interests.  When more peopl

Hi, I'm David Gelula — the managing principal at Revive ERP, a dog lover, and now a proud Acumatica MVP for 2025. Being an Acumatica MVP is more than a title to me—it's an acknowledgment of Revive's company-wide culture of innovation, teamwork, and dedication. I oversee our corporate services at Revive—from finance and legal to HR.When I'm not running Revive, I'm probably running to vet appointments. I'm deeply involved in a cause that's close to my heart. I foster and care for special needs and hospice pups. My six fur babies at home are just the start of my lifelong mission to give every dog a second chance. Beyond work and dogs, I'm a huge Star Wars Superfan (yes, I've won the Star Wars Superfan contest three times on Disney Cruises!) and a dedicated supporter of my beloved Chicago Bears. I'm lucky to share my life—and my love for humanity's best friend—with my incredible wife and best friend, Becky. Thanks for stopping by to get to know me. I'm always open to new connections and op

Hello, my name is Eric Hugunin.  I'm the COO/CFO for Phoenix.  We are a general contractor and operate mostly in the insurance restoration industry, although our traditional general contracting lines are growing.  We subscribe to the construction vertical and have been able to customize and tailor the Acumatica software to fit our specific needs as we have different service lines and metrics based on our niche services.In 2019, we started our ERP journey as we were still operating QuickBooks after 20 years in business. We were on the verge of imploding with our QuickBooks software due to the amount of data.  We were 100% paper-based and untimely in our financial reporting.  Acumatica was the #1 choice for us as it was cloud-based, allowed for customization, provided built-in CRM and GAAP revenue recognition, integrations with existing timekeeping software, among others...  The software has allowed us to be entirely paperless in our invoicing, payables, and credit card transactions.  We

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share Congratulations to our 2025 Acumatica MVPs!At Acumatica, we’ve made this collaborative mindset our Rallying Cry: “Building the Future of Business, Together.” It means we and our customers, partners, and creators rely on each other to succeed in today’s digital and—let’s be honest—uncertain marketplace, and there are many in the Acumatica Community who elevate this collaboration to a different plane.Read the Blog Here AI Support Agent Pilot - Need more volunteers! How to Answer Questions on Acumatica Community - We need everyone’s help!Active Participation is needed from every Community user; everyone can provide valuable input using their individual skills and interests

Hi everyone, I’m Josh Wright! I work for HemaSource, a customer of Acumatica’s Distribution Edition - distributing medical supplies.Here are the top 3 things I’m excited about heading into 2025:Order processing improvements – I’m hoping to leverage newer features like Manage Sales Allocations and Order Orchestration. We’re still figuring it out, as our current process is pretty complex with multiple warehouses and fulfillment strategies. Migrating our customizations to the new UI in the next upgrade. It’ll be a fun challenge to simplify and improve our custom work. Meeting more of you in person at Summit, in addition to my regular meetings with the Distribution CAB and the in-person Utah User Group!Please reach out if you would like to talk ideas and problems! I can help out with Distribution, Customization (C# and low-code), the test SDK, and Private Cloud Hosting.Personally, I like building and being outdoors —whether it’s home renovations, woodworking, or electronics. I also enjoy s

I’m Naveen Boga, a passionate Acumatica developer with a deep-rooted commitment to this ecosystem since 2016. Over the years, I’ve had the honor of receiving 5 consecutive Acumatica MVP awards—an achievement that reflects my dedication to knowledge-sharing, problem-solving, and fostering innovation within this incredible community.For the past year, I’ve been working as an independent consultant, a journey that has allowed me to work directly with clients, understand their unique challenges, and create tailored solutions. This experience has been both fulfilling and inspiring, as I’ve witnessed firsthand how Acumatica continues to empower businesses worldwide.My expertise lies in technical problem-solving, particularly in customizations and integrations. Some of my key focus areas include:Architecting and delivering complex business solutions tailored to clients’ specific needs. Collaborating with VARs and end customers to enhance and optimize their Acumatica implementations. Performan

Hello friends, I’m Jennifer Douglas. I am a wife, and mother of three, as well as the Information Technology Manager for Tobacco Rag Processors, Wind River Tobacco, and US Tobacco de Mexico. I consider myself a professional chaos manager both at home and work. My children, 18, 10, and 8 are the center of my world and my reason for working as hard as I do. I love attending their club soccer tournaments, piano recitals, school events, and spending time nightly helping with homework and practices. It’s a nonstop full sprint every day and I try very hard to schedule any travel in such a way that I don’t miss the important events. I’ve included photos of my personal circus, from Easter last year, and the annual matching PJs for Christmas, with Pops and my daughters longtime boyfriend getting in on the fun.I come from a large Italian/Irish/Germain family and as the only girl I thrive in friendly competition. I played sports all through school and to this day don’t back down from a challenge.

Hi, I’m Dave Munson and I own Saddleback Leather Co. We make the longest lasting, over engineered leather bags in the world. Our bags are so durable that we offer a 100 year warranty.  I designed the first bag while I was teaching English in Mexico over 20 years ago and I’ve survived terrorists, swindlers and an assassin to build the Saddleback brand. I’m married to my hot wife, Suzette and we have two children, Sela and Cross and a whole bunch more in Rwanda.  We moved to the Fort Worth, TX area in 2016 and live in safari tents.  I love traveling and meeting people all over the world.  Probably the coolest experience I’ve had recently is walking with lion’s with a king in Zambia. Acumatica has helped our company by creating a seamless integration with our Ecommerce platform Big Commerce. Additionally, the customizable dashboards and modules have allowed us to tailor the platform to our unique needs. The real time inventory tracking, planning and data analytics and reporting have been

I’m Andrew Pistorius and I’ve been in the Acumatica community since 2022 when Mid-States made the jump from a combination of QuickBooks, spreadsheets and disconnected on-premise  systems to Acumatica. I serve as CFO at the Iowa-based, family owned and operated business, but have had lots of experience with data, systems and reporting in my career, so I led the charge on implementation, user training, customization and process enhancements (along with the support of our VAR).  It’s been really fun to find new corners of the system that can solve problems and enhance processes for the business, which has grown in both scale and sophistication since go-live. I’ve had the opportunity to present the last three years at Acumatica Summit on various ways we are finding success using Acumatica and enjoyed the conversations it sparked with others. We usually end up with a new idea from the Summit and have appreciated the organic nature of relationship building there.I’m from central Iowa, and th

Hi, everyone!I’m the Tech Solutions Director at Interastar and have been an Acumatica Developer since 2014. My expertise lies in architecture design and custom integrations. After attending my first Acumatica Summit in San Diego and participating in the first Acumatica Hackathon, I became actively involved in the Acumatica developer community. In 2018, I was honored to become an Acumatica Developer MVP. Since then, I’ve had the privilege of helping the community grow by writing blog posts, answering questions, speaking at Acumatica DevCon and Summit, participating in hackathons each year, and collaborating with fellow developers on open-source projects like Acumatica Surveys.For me, being an MVP means having a responsibility to help other professionals improve their skills with Acumatica so they can create value for themselves and their organizations. It also gives me the opportunity to connect with talented people, make new friends, and learn from their expertise.I live in Mexico City

My name is Rafael Mijares, and I am the CEO of Cloud Info, a Gold Certified Acumatica partner based in Mexico City.We switched from Dynamics SL to Acumatica in December 2012, so now it is 12 years ago.We have 22 active Acumatica customers. 20 in Mexico, 1 in Panama and 1 in Costa Rica. We are looking forward to adding 11 more during 2025.Most of our customers are distribution and construction companies.Additionally, we are in charge of the Mexico Localization for Acumatica, and we are constantly improving it and keeping up with changes in the Mexican government requirements. We also do regular upgrades for every new Acumatica version, twice every year.We really like working with Acumatica. The company, the product, and the community, are all very important reasons.I have been honored with the MVP badge because of my personal commitment to lead the presence of Acumatica in Mexico. I am grateful for this important distinction.Me and my wife Carolina have 4 children, all married, and 2 be

My name is Zoltan Febert, I work for Net at Work as a Senior Software Developer. I started working with Acumatica ERP in 2019 and joined the company in 2022.Being a member of the Acumatica community is a real pleasure, and I truly like helping other developers in reaching their objectives.I was born in Hungary and I began programming in high school. After university, I joined a group of young engineers who were rewriting pharmaceutical software for Windows that was based on MS-DOS, which is how I first became involved with ERP systems. Since then, I have worked in a variety of businesses, but ERP systems have always been a part of my experience.My family and I moved to Manitoba, Canada, in 2015. We enjoy hiking, riding, swimming, and running in the outdoors when we're not working.When I'm not on the trails or in front of a screen, I like to discover new places, read about the past, and find decent coffee. In addition to enjoying the cuisines of home, my family and I have a strong appre

I am Manikanta Dhulipudi, Customer Experience Supervisor at NetAtWork India.Since joining the Acumatica ecosystem in 2021 as an Implementation Consultant, I have had the privilege of contributing to the community and growing alongside it. Transitioning into my current role has been an enriching experience, allowing me to leverage my expertise to enhance customer experiences. I am truly honored to have been recognized with the Acumatica MVP Award for the third time. I deeply appreciate the opportunities the community has provided for learning and professional growth.Beyond my professional endeavors, I am fortunate to have the unwavering support of my wife, Viharika. Our daughter, Medhasvi Saanvi, who recently started school, brings immense joy to my life. In my free time, I enjoy playing cricket, spending quality time with my cousins and friends, and cherishing moments with my daughter and my brother’s children, Snigdha and Parish.I would also like to extend my sincere gratitude to my f

Hi folks!I'm Yuri Karpenko, the Founder and CEO of PUGET DIGITAL - an e-commerce agency and system integrator for the Acumatica ecosystem.It's a great privilege to be an Acumatica MVP and serve the community by sharing my knowledge and some tricks in Acumatica, Shopify, BigCommerce, or in the way they are connected.I've been in Acumatica space since 2019, in different roles, starting as a support consultant, then implementation consultant, SME for Retail Edition, and finally as a leader of a digital agency that caters to Acumatica clients and works with Acumatica VARs.I take pride in the high quality of work that we deliver to our clients and their customers. As a Christian, I believe that everything exists for the glory of God, and my work is one of many areas where I try to achieve that goal - glorify God by serving others.Aside from work, I am a father of 3 and a husband of the one and only. My hobbies are my kids' activities: competitive swimming, artistic and rhythmic gymnastics;

I’m Brian Stevens, a developer on Acumatica ERP since 2018 after two decades of supporting a legacy ERP.  Having participated in seven, I am a huge advocate for the annual hackathon that kicks off summit every year.  I worked for an Acumatica customer until early 2024 when I joined Nuvei and entered the ISV landscape.  My duties as an Acumatica customer spanned not only development, but also training and implementation which gave me valuable perspective as the end user.  Now I use that perspective to consider the user experience for customizations supporting our payment solutions.At the 2025 Hackathon, my team created the Acumatica 3D Photo Booth.  Upload a normal photo of a person to a sales order and click a simple button on the sales order screen.  Then walk over to the Creality 3D printer, ensure the print bed is clear, and print the file that has been deposited on the printer.  A few minutes later, see the person in the normal photo as a 3D miniature.I have a wife and 2 sons.  Whe

I'm Neil Cantral, Director of IT at Wilmar Performance Tool (a B2B distributor of automotive tools and equipment).I've been working with Acumatica since 2016, focusing on customization, automation, and reporting — basically anything that helps streamline processes. I’m also big on EDI and WMS. Along the way, I’ve been named an Acumatica MVP three times and was honored as Acumatica Distribution Customer of the Year in 2024. I am also one of the leaders of the Pacific Northwest User Group and a member of the Distribution CAB.I love connecting with others in the community, sharing knowledge and experiences online and in-person has been critical to my success over the years.  Always happy to chat — let’s connect!Even outside of work I'm always building something. I almost always have a model or prop I'm working on when I'm not tinkering with my aquarium or a strategy game.  ​@Neil Cantral Moderator notes:MVP profiles are closed to comments in order to provide the respective MVP with a page

Hi! My name is Iqra Harrison, and I’m a Senior Business Consultant (recently promoted to Director of Chaos) at Protelo Inc. I embrace this title both professionally and personally.  Whether I’m finding innovative solutions to business problems or orchestrating harmless office pranks (like hiding 200+ tiny ducks around our Folsom office), I love making memorable moments that bring people together.My journey to becoming an Acumatica MVP started as an end-user leading an implementation which gave me firsthand insight into business challenges and operations. That experience, combined with my background in accounting across multiple industries, sharpened my ability to solve problems imaginatively and communicate complex ideas effectively. Transitioning into consulting, I quickly earned my Acumatica certifications and continued leading complex implementations and successful upgrades. I was able to focus on helping clients leverage native features and automation, avoiding costly customization

Hello! My name is Aasha, pronounced (AH-shah).  I joined the Acumatica community in 2020 when our mid-size construction company switched from being on QuickBooks for almost 20 years to Acumatica. I have learned so much about cloud-based applications ever since and what a world it is! My primary role is accounting/finance driven and has quickly become heavily IT/SAAS oriented. I’ve been with my current company for 8.5 years and have witnessed and been a part of so much growth and technology advancements. I am excited for years to come as our business continues to grow and the challenges it brings. I’ve met some wonderful individuals through our Acumatica partner and also by attending Acumatica Summit. It’s a great time to collaborate with other professionals, learn some new tricks, see what’s coming down the pipeline, and of course having some fun away from the everyday grind 😊 I reside in the Kansas City area. Outside of my professional role, you’ll find me spending time with my young

Donovan “Keith” Ford is the General Manager of Eagle Fence Distributing, LLC a Southwestern Wire Inc Company.  As an officer of the company, Keith holds responsibility for all operations of the five Eagle Fence distribution locations.Keith has been in the fence business for 25 years, beginning on the manufacturing side of the business selling steel chain link fence.  Keith was elevated to GM of Eagle Fence is January of 2018.He has a B.A. degree in Business Marketing and Management from The University of Oklahoma. Keith spends most of his time with his wife Mathea and his two children Nicholas and Bethanny. Enjoys college football, fishing and golf.Eagle Fence Distributing, LLC (www.efdistribution.com), established in 2009, is a wholesale distributor to the construction industry, specifically the fence contractor business. The company is headquartered in Norman, OK and has five distribution locations: Birmingham, Houston, Little Rock, St Louis and Chicago.​@keith ford Moderator notes:M

Does anyone know if it’s possible to create an Approval Map for Purchase Receipts?We need to create an Approval Map that will put a Purchase Receipt into “Pending Approval” status and send it to an approver when the REMOVE HOLD action is executed on the Purchase Receipt screen (PO302000). We currently use Approval Maps for a variety of things, so we have a fairly good understanding of how to create them.But when we tried to create one for our Purchase Receipts, we discovered that “Purchase Receipts” isn’t an option in the Entity Type list. The closest thing to it is “Purchase Orders” which is a completely different object.We also discovered that there doesn’t appear to be a “Purchase Receipts Preferences” screen like the ones used to enable approvals for Purchase Orders, Sales Orders, AR, etc.. The closes thing we could find was the “Receipt Assignment Map:” option on the “Purchase Orders Preferences” screen but that’s for assignment maps, not approval maps.  Has anyone in the communit

Hello Acumatica friends!  My name is Renee Schafer. I grew up on a small family owned and operated pig farm in Northeast Nebraska. After receiving a scholarship to Nebraska Wesleyan University, I moved to Lincoln where I started as a sales representative at Data Security, Inc. My plan at the time was to work to pay my way through college and then move on... Twenty-six years later, I am the Chief Operations Officer at Data Security Inc., a very busy, but rewarding role.  My current role involves navigating the company through strategic decisions and effective management of all departments while simultaneously working directly with the U.S. National Security Agency, data destruction scientists and electronic media storage experts. I am also a member of the Forbes Business council, the FBI’s InfraGard, FBI Citizen’s Academy, the iSIGMA America’s Advocacy Committee and was the first Certified Secure Destruction Specialist in the state of Nebraska!  As you can tell, I am very passionate abo