Discussion Forums

Our bank is transitioning to using Payee Address as a field used in Positive Pay for checks.Does anyone know if there is a report that would yield:Check numberAmountDatePayee AddressThank you in advance!Cher

Hello,    We are trying to generate from PO to PO receipt . However, the system pop up error  But strange, the same Item and same vendor, we did generate successfully on another PO 5 days ago.                     How can we fix it, please help.we are using Build 21.208.0032

how can I get a summary of business account activities based on specific date or dates.

Hello community!One of our customers has a single-tenant setup with several companies. We need Business Accounts in CRM to behave the way Customers do in Sales Orders — a user should only see the business accounts belonging to their own company/branch."Restrict Visibility To" handles Customers and Vendors and works well. Business Accounts have no equivalent, so everyone sees every account and prospect. The real issue is the Business Account selector on Opportunities (CR304000) and Sales Quotes (CR304500): even where the linked customer is restricted, typing the account ID directly into the field still finds and accepts it.What we plan to build, unless something native already covers it: a "Restrict Visibility To" field on the Business Account, defaulted from the user's current branch, carried through to Customer and Vendor on extension and kept in sync, and applied to both the data view and the selector on Opportunities and Sales Quotes so a direct ID entry can't bypass it.Has anyone r

We have an approval map associated with Expense Receipts and the first configured step is called “Supervisor” and others follow from there.  I am trying to skip that step in certain circumstances but regardless of what I add in, that rule is triggering.  I even set it to inactive and it is still triggering.  I also renamed the step to “Manager” and the “Supervisor Rule” is still triggering.  So now I am wondering if the Expense Receipt module triggers the document’s employee’s supervisor to approve all transactions if there is an approval map.  And then the approval map kicks in.  And up until this point, my first step and the default in Acumatica happened to be the same.  Does this make sense?  Is there a way to skip the Supervisor for Expense Receipt approval maps?  Thank you! 

Hi AllI have a question about PCS to SaaS migration.My scenario is this:I have a PCS deployment of Acumatica in which I have multiple tenants. One specific tenant would like to move out of my instance and have their own SaaS instance. They do not use any customizations. They would basically like to pick up where they left off from the PCS environment to continue operations in the new SaaS environment.My Question is:Can I take a full snapshot of their tenant and provide that to Acumatica to create the new SaaS environment or will they need the actual SQL DB to have it done?Thanks in advanceAmit

Hi everyone,Does anyone encountered that the UPS rate reflecting in Acumatica is not match with the UPS live rate. The calculation seems changes when the ‘Negotiated Rates’ checkbox is being modified.Checkbox is cleared - 220.61Checkbox is selected - 81.74Correct rate - 68.73Thank you!

The procedure  is from 4 years ago, and the screens for System Emails in Acumatica 2025R1 have changed, and is getting difficult to show this to clients, is there any new procedures or videos beside the help section below?https://help.acumatica.com/(W(6))/Help?ScreenId=ShowWiki&pageid=7ea4c814-8b24-4a77-9ae0-9596012fbfabThank you. 

We’ve recently found out that unfortunately the TikTok Shop sales channel with Shopify inserts the entire product title as the tax ID on sales orders.This causes Acumatica to trip up with “The following tax IDs received from the external system are too long and cannot be saved: Product Sales tax: XXXXX. Map these tax IDs to tax IDs of up to 60 characters in the SPCTAXCODES substitution list on the Substitution Lists (SM206026) form.” errorsProblem is, because TikTok Shop items have such long titles to improve their searchability, per that app’s recommendations, that is very long. These end up exceeding the 130 max character count in the substitution list field, and then that causes the ids to not match and sync to still fail. With some research, it seemed it should be possible to forcibly truncate the value if it exceeds 60 with a rule like this in sales order entities:In the above, I’m stuck at which “ERP field” it is. It is not in the dropdown, but we’ve been able to type custom fiel

Are there any options to enhance the search functionality on the mobile app to more closely match the web version?A difficulty we are having with our floor scanners is finding an item # to print a label. As an example, we are looking for an item with the description “Panel Universal 42 high at 35° stair”.On the web version any 2 or more keywords in any order will find it. So a search of “panel 35 uni” will find it. On the app everything needs to be precise, so “panel universal” will find it, but “uni panel” wont”Our company has ALOT of parts with a wide variety of descriptions so its proving a challenge when we need to label something on the floor.

Hi,We recently implemented Acumatica and have identified a gap in our materials control process. We understand the transactional steps involved in PO receipts and issuing materials to production orders, but we're unclear on what should trigger the material issue/release process.Specifically, we're trying to understand how a Materials Controller would know when newly received materials need to be issued to active production orders.Is there a standard screen, inquiry, report, or Generic Inquiry that can be reviewed daily to identify:Materials that have been received into stock Open production orders requiring those materials Any material shortages or items awaiting issueWe're looking for a practical way for the Materials Controller to manage and prioritise material releases to production on a day-to-day basis.Any guidance on the recommended Acumatica process would be greatly appreciated.Thanks.

Dear community!We always listen to your feedback and it is very helpful and valuable.I’m glad to share that in 26R1 we are introducing improvements to Project–Branch defaulting in Purchasing and AP documents. More details will be available in the release notes soon.We are continuing to move in this direction. At the moment, our main focus is on Employee Time Cards and Employee Time Activities in combination with Payroll and corresponding Project transactions and Journal transactions.We would really appreciate your feedback, especially around real-life payroll and time entry scenarios. In particular:Do you have cases where employees enter time for projects that belong to a different branch than the employee has, and this creates issues after time is released or payroll is processed? What is the semantic of the branches of such clients? Which payroll (built-in or external) is used? What branch do your customers expect to see in the project expense and employee liability and why? Which

Hello! I have a requirement where the Promised Date on the Purchase Order needs to be changed after approving the purchase order. Is there any option to amend the promise date without re-requiring all the approvals? I checked in 26R1, but I could not find such option.  Thank You

Hi Community,Can you please explain what is the difference between a GI and a Report?

Hi Acumatica Community,With Acumatica 26R2, I’m interested in hearing from other developers about their experience with the latest Modern UI changes and customization compatibility.For those who have already started working with 26R2:Have you experienced any breaking changes in existing customizations? Are there any changes in RowSelected, FieldSelecting, actions, or event handling that developers should be aware of? How are your existing Classic UI customizations behaving after upgrading to 26R2? Have you encountered any issues while publishing customization packages containing Modern UI files? Are there any recommended approaches for maintaining compatibility across 25R2 and 26R2?I would especially appreciate feedback from anyone who has already upgraded a development or test instance to 26R2.What are the major 26R2 customization challenges or changes you have encountered so far?

How to setup average for reorder point, safety stock, and max qty ? I already to calculate replenishment but nothing happen.   100% zero. Help please thank you

I'm configuring dashboard with 'Employee' parameter and Widgets which display data from my GIs depending filtered by this 'Employee' parameter.Here are screenshots of current parameter settings and example of filtered widget settings.For the context 'Approver ID' is field EPApproval.ApprovedByID.I want by default to have current Logged user selected for 'Employee' parameter, but when I set its default value to @me the value on Dashboard page just gets value @ME and not current logged user. Could someone help fix this?  

Hi Community,I am trying to setup the Inventory Planning for a Stock Item, and I can’t figure out the moving average. Everywhere I read it just says it calculates based on stock quantities, historical sales, and the service level set, but what is the calculation/ what is it looking at when it comes to Historical Sales?Is it based on Invoice lines? Sales Order lines?Is it taking into account different Branches?Is it taking into account Transfer Orders? Returns? Etc. I cannot find any information other than it saying it looks at Historical Sales, and I know it looks back based on the Periods to Analyze, but what is it analyzing in those periods? Does anyone know. Thanks,RJ

Hi Acumatica Community,I am facing an issue with Acumatica Modern UI customization.I have a custom screen where I need to perform some UI/business logic when a new row is added to a grid. I have implemented the logic using the RowSelected event of the DAC.The behavior is different between Classic UI and Modern UI:In Classic UI, RowSelected is triggered as expected. In Modern UI, when I click Add New Record and a new row is created, the expected RowSelected event is not triggered. The event works in other scenarios, such as when selecting or navigating through existing records.

Hello all,I have been trying to use the “Copy Order” action, present under QT order type - SO301000 screen via endpoint, however unable to do so: This is what I’m trying:Which is giving me 500 internal Server error. What is it that I’m missing? Would really appreciate guidance/help on this.