Discussion Forums

Hello!We want to default the branch location when creating the service order, otherwise we have to fill the branch location every time. We have only 1 branch and 2 branch locations and one branch location is mostly used other one is rare case. Hence we want to make that mostly used branch location to be defaulted, and there is no dependency. Please let me know if you know how to do this. Thanks Amanda 

Hey, gang - I’ve reviewed a number of posts related to this issue, but wanted to get the team’s thoughts on my specific case.  I’ve got a client who wants to see total INTran Issue Quantities over the past 12 months, by month, as well as On Hand, Available, and a few other metrics related to the individual Stock Items, all in a single GI they can manipulate by date.  We usually get the System was not able to get record count warning, and I’m wondering if the community has some insight that’s tailored to this GI.  I’ve attached it for reference, too.  FWIW Somtimes, if I remove the grouping and re-add it, or if I change the date parameters, the warning goes away. This GI is really two parts - the first is the month-to-month data from INTran, conditioned by financial period.  Here, I aliased the MasterFinPeriod DAC 12 separate times using the DateAdd formula to reflect the month via the Joins.  The DateAdd formula is using a parameter, so all the months can change based on the selected [

Does anyone know why as an Admin I cannot see al the user activates within the company? I am trying to then assign workgroups for department leads to review team activity but step1 - I cannot see them myself. Thanks   

Client has different companies in their tenant.  They would like when downloading the financial reports (balance sheet, Income Statement, etc.)  it exports the file name as Balance Sheet - <Company ID> - 01.31.2026.pdf (the financial period pulled through on the selection page.  Right now it downloads as Balance Sheet (2026-03-19).pdf which is the day the report was ran even though they only pulled as of January 31, 2026.Is there a way to change this?  I know we can change via Report Designer for non ARM reports. 

I have this discount code But when I create a sales order with this customer I cannot get the discount to trigger. And I can’t add it manually either. Hopefully I’m just missing something silly :)  

Hi everyone,I’m working on integrating Outlook emails into Acumatica and want to send emails into a custom screen.I see a few possible approaches and would like advice on best practice:Use Acumatica Outlook Add-in — can it be extended with custom logic, or is it closed? Build a custom Outlook Add-in and send emails to Acumatica via REST API Pull emails from Acumatica using Microsoft Graph API (scheduled process)What is the recommended approach for this kind of integration?Is extending the existing Acumatica Outlook integration possible?Or are there any built-in Acumatica features that could help with this use case?

I’m working on a requirement in Acumatica ERP where I need to restrict certain basic or master data by company. By default, this data is shared across companies, but in my case, it needs to be company specific.There are multiple instances where this applies, not just the examples below: Salespersons → used in Sales Orders / Invoices Staff → used in Appointments / Service Orders My current approach is to add a Company ID field to each of these master records and then modify filters in the relevant screens using PXRestrictor to only show data for the current company.However, since this logic needs to be implemented in many places, I’m looking for a more centralized or scalable approach to handle this requirement.Is there a recommended way in Acumatica to control or restrict shared data by company without having to manually filter it in every screen?

Has anyone built or customized a Paid Time Off (PTO) request workflow in Acumatica? This would be a rather simply process.Employee selects the date(s) they want to request off. Optional note can be added. Request is submitted to a designated approver. Approver can approve or reject the request. Employee receives a notification of the action. Global dashboard to view all requests.A nice-to-have feature would be tighter integration with timecards. Once the employee's weekly timecard is created, any approved PTO dates would automatically populate as PLT / Vacation without the employee having to enter them manually.Has anyone seen something similar to this?

I prepared statements for the date of 10/31/2025 and successfully sent those statements, however Acumatica is still showing the “Last Statement Date” of 4/30/2025. Why is this date not showing as 10/31/2025 since that was in fact the most recent date statements were generated?

Our CFO wanted to test out some AI Capabilities and started with a question.“Can we use AI and Acumatica to establish patterns and predict when payments for invoices will be made?”I fired up codex and threw in a prompt for Plan Mode. Codex asked me 9 questionsIn total, it took roughly 10-15 minutes for the plan to generate. After user approval to implement the plan, success was almost won! (1 hour and 22 minutes) After having Codex publish and test as a user, it noticed that it forgot to add the site map and enable permissions. Once it cleaned all that up, it alerted me that it was ready for human review.There’s also a tab for each individual invoice, the justification of data, who won’t be paying inside their payment terms, and a few other bonus tabs. Values omitted. Back to the question, can it? It would appear so.

Does anyone else run into the issue of not being able to use non-stock kits because any component that has user-enterable lots cannot be added to a Non-stock Kit specification?If so, what was your solution? This has been a huge pain point for us.

Has anyone configured the BigCommerce connector to work with an existing BigCommerce store? Our client has a well established store and wants to connect to their new Acumatica install. We started testing the syncs in a sandbox to see how it would work and have run into errors. With the stock item sync, we can only export from Acumatica to BC, but the items already exist in BC. When we try to sync anyways, the error says the item already exists. Is there a way to somehow map the two together to resolve the sync issue? Any other gotchas we need to look for in configuring the connector for an existing store? Thanks for your help!

My customization file looks like this (the relevant part, I think):<template> <field remove="#fsColumnA-Order field[name='CustomerRefNbr']"></field> <field name="CurrentDocument.ShipVia" after="#fsColumnA-Order field[name='CustomerOrderNbr']"></field> <field modify="#fsColumnB-Order field[name='OrderDesc']" after="#fsColumnB-Order field[name='ContactID']"></field> <field remove="#fsColumnB-Order field[name='CuryID']"></field> <field name="CurrentDocument.UsrOrderAlerts"></field> <field remove="#fsColumnB-Order field[name='DestinationSiteID']"></field> <field name="CurrentDocument.CreatedByID_description" after="#fsColumnB-Order field[name='CurrentDocument.UsrOrderAlerts']"></field>The following error appears on the screen:Error occured during HTML merge for 'SO301000', original source will be used instead. Error: Error: In HTML extension 'C:\Windows\TEMP\905219b4-17ee-4d7e-b95

I want to buy NPL lisence, but sales said size of NPL must equals Production lisence. I dont need a huge capacity for NPL lisence. it’s true i must buy equals ? 

I have an existing GI that works and pulls records correctly.  I wanted to use it as a base for another GI.  I tried copy and paste from the clipboard,  I tried saving it as a template and I tried copying it by recreating from scratch using the same tables, conditions etc but the new one pulls no records before I even made any changes. I am completely stumped.  Has anyone else run into this issue?  We are on 2025 R2

I have setup an approval process for PPV (purchase price variance) in AP Bills.  I’m testing this and no Approval record is getting created: And the Bill is as follows: No approval has been created even though there is a 500 PPV.  Am I missing something?

According to the documentation Purchase Receipts , when we create a Receipt, the system recalculates the Unit Cost instead of using the exact Unit Cost entered in the PO, right?Why does the system recalculate the Receipt Unit Cost from the PO instead of using the exact Unit Cost we enter on the PO? Is there any way to change this configuration so that the system keeps the exact Unit Cost entered in the Purchase Order instead of recalculating it? 

I spend a bit of time on the trace screen, I’m sure I am not alone, and I got tired of clicking every “Show more” and drag-selecting stack traces that paste in notepad. So I built a small Chrome extension I now use regularly, and I figured others here might find it useful: • One click copies every exception on the page: all “Show more” links auto-expanded as numbered plain text• The copied header includes which request caused the error: screen ID, command, request type, time, duration. If the errored request isn’t the row you have selected, it selects it and copies anyway• A “Copy for AI” button prepends your own configurable prompt, so the paste is a ready-made debugging request for Claude/ChatGPT/Copilot• There’s also a “Pick element” crosshair mode to copy just one panel (Messages tab, SQL tab, a single exception) It’s free, MIT-licensed and open source, with no accounts, no analytics, and no network requests — you can verify that in the code. Chrome Web Store: https://tinyurl.com/A

The only way I can get the changes to the MUI screen is to modify the files in the development section in VS, then update the MUI files in the project editor and publish the project.I thought I could update the MUI screen by executing this statement in Terminal, but it doesn’t make the changes:If this worked, it would save me hours in testing.  Publishing the entire project takes forever compared to running the command line to build the screen.Also, my popup wasn’t showing the fields.  I published, restarted the app, reset caches, MANY times.  I kept changing the TS and HTML, but the fields were not showing.  Suddenly, they are showing.  I literally spent 5 hours trying things, republishing resetting everything and it didn’t show the fields.  Is there some steps I am not taking after publishing the project to get the MUI code to display properly?  I’ve been losing my mind over this.    

Hello,When purchasing a permanent sandbox from Acumatica, will it be fine if the storage is less than production? I would think yes because that is the case for the free upgrade sandbox. Adding sandbox storage to match production adds significant cost and takes us out of our price range. Thanks!

I’m creating an Import Scenario for the Purchase Request screen (PO.30.20.00).I’m having difficulty adding an individual PO line (other than the first PO line) using the ADD PO LINE button (found under the DETAILS tab).  It seems like the 2nd line never gets properly selected thus, by default, the first line remains selected.How do I add a PO line other than the first one?Here is are my steps (in two screenshots):  

Hi! Has anyone implemented vendor consignment before? I’m trying to setup a vendor consignment warehouse at $0 because we don’t want there to be a financial impact until the inventory is used. I’ve looked at Doug’s article below but was wondering whether this can be done without having to setup a different branch/company. Any ideas?https://www.acumatica.com/blog/how-to-implement-consigned-inventory-part-2/

Trying to re-publish customisation as I am missing endpoint in copied Tenants.  Was hoping the missing endpoints will get created during the republish of customisation.  I am getting the following error.  Any idea what access level I need for my user. 

HelloMy client has 2 DH running, same server, 2 different users. Each DH connects to one URL- they have 2 nodesBoth DH connect with same user name to same Tenant.This works just fine, except that when we update printer drivers, restart server and for other unknown reasons, both DH loses the printer’s size configuration causing a major disaster in 8 locations that work 24hrs. a day.We have managed to download the printer file configuration and when this happens, we load it again, but we need to know if this is a known issue or if we can get someone from DH support to help. We are getting calls in the middle of the night because DH loses this.This is the setup we have for both DH:    This is where we have the issue-DH Printers tab:  they have 63 printers and when the Paper Size that was saved before disappears, we have to go into both DH and fix each and everyone of them.This not only causes chaos among all users in all 8 locations, while we fix this, the DH is stopped and no one can pri

When performing a mass multi‑level cost roll, Acumatica doesn't recalculate bill levels for manufactured items from other branches or update their costs in the receiving branch’s assembly. It simply uses the existing standard cost.As a workaround, the mass cost roll process must be run twice. The first run does not pull the most recent standard cost from the sending branch, resulting in an inaccurate assembly cost in the receiving branch. The second run then captures the correct sending‑branch cost and updates the assembly cost appropriately.Can the cost roll process be corrected instead of repeating the mass cost roll process?