Discussion Forums

Hello, I cannot find the Prepayment to apply for my bill. Can some help me with it ?  

Hello everyone,I’m new to Acumatica, so apologies if this is the wrong place to ask. I recently installed Acumatica 2025 R2 and successfully created an instance using the U100 demo data. I’ve been really interested in exploring the AI features, especially the Anomaly Detection functionality, after watching a recent webinar where it was mentioned that these features are available now.I also read through the Acumatica 2025 R2 Beta documentation, which states that the Beta release gives early access to the code and requires contacting an Acumatica Partner and completing a Presales Support Case to participate. However, this didn’t seem applicable to my situation.When I go to the Enable/Disable Features form to enable GL Anomaly Detection, it prompts me for a license and won’t let me activate the feature. I’m not sure if there is a generic license key available that could be used to test or demo this feature. I tried the license key that is provided in S100 Syst

I made a mistake when applying the wrong prepayment to the bill.I want to reverse the check and payments then it move me to create Debit Adjustment. After creating a mess, i totally lost now.Can someone help me to solve this issue ?  

Newbie question for 2024 R2 - Entering a line on the Details tab of SO, the profile default Branch populates as expected but user needs to change to a different Branch.  The Financial tab Branch remains unchanged displaying the user profile default Branch.Where is the setup option to have SO Financial tab Branch follow the Details tab Branch dynamically? 

Recently we had the requirement to create a Generic Inquiry and Report with parameters to filter on a date range using both date AND time to account for multiple labor shifts. I could not identify a schema field that included a time component, so I created two additional string parameters for the time components.  I then parsed the time parameter and added the corresponding number of minutes to adjust the start and end dates in the GI/Report condition.  I also had to make an adjustment for UTC, which works differently between the GI and the Report.  GI search screen:Condition on the GI:It seems a bit hacky, but it does do the trick.  Has anyone else encountered this requirement an

Good day Is there a way to add 2 checkboxes on a GI’s columns and to be able to check them with an import scenario whenever needed?   

Any ideas!  Customer cannot generate an invoice from shipment.  A Sales Order invoice can be generated manually and an AR Invoice can be generated manually.  However, from the Shipment, the error ”‘Invoice Nbr’ cannot be empty” is returned.  Below shows that the numbering sequence for invoices related to the sales order type is not manual.   Thank you for any thoughts/solutions!

We are on 2024 R2. We are trying to get b2b on shopify and orders brought into ACM. To try and keep things simple we are keeping all company data in ACM and pushing it out to Shopify. Because each company needs at least one contact we manually loaded contacts into Shopify authorize them to order(because as far as I know, there is no place in ACM for this)I sync all the contacts bidirectionally, but I still get the message‘The sales order could not be imported. Make sure the Chris Cxxxx (7749807079526) customer exists in the Shopify store, has been assigned an appropriate role in the 944636006 location, and has been synchronized with Acumatica ERP. How do I fix this to bring in the order?

Hi Acumatica Community,We add a lot/serial attributes to a specific item and tag this upon purchase receipts.I have a challenge to add this information to the Generic Inquiry.Is there a way to show this info in a generic inquiry?Thank you!

Hello,I am using Acumatica Endpoints and try to using Case endpoint to get Related case detail but I am getting error, please check the attached screen shot, please help me  Regards,Abhishek

Hello,Very new to Acumatica, so all apologies now :).  I created my codes as you can see below.  How do I make them now go into effect?  I see Update ABC Code but I can only see that by month.  I want every stock items to be assigned a A, B, or C based off it’s avg BOH dollar amount for lets say over the last year.   

Hi, one of the employees got the wrong Warehouse in the Sales order. What are the remedy for this? Is there a way to change the Warehouse ID on Shipments or somewhere in Sales Order?

I recently corrected a Pro Forma invoice with incorrect amounts by reversing the AR credit memo application and then correcting the Pro Forma(progressive), as explained in Acumatica Help . This worked well for standard cases(progressive).However, I’m looking for guidance on a more complex scenario:👉 How can we properly correct a released Pro Forma invoice that includes at least one Time & Material (T&M) line, especially if the AR document (payment or credit memo) has already been released and applied?Is reversing the AR application (via Application History > Reverse Application) still a valid option in this case? Or is there a different process required when T&M lines are involved?ThanksRaphael

Acumatica only supports 1099 NEC and MISC filing natively. Why are the others still excluded?  When will the other options be available. This is another instance where Acumatica does not satisfy the year end filing requirements for my client base. Client’s do not understand why some 1099 filing options are not supported (I do not either) 

Hi all! Hope your day is going well!It's finally the slow season at my company and I wanna jump into the long list of customization projects that have been put on hold. There's only one issue: I can't get our information into any of the DB's I create through the Acumatica ERP Configuration Wizard due to the Snapshot being 6GB and the limit of 1.5 for restoring snapshots in the created DB. I found this post from four years ago: https://community.acumatica.com/configuration-and-installation-114/import-snapshot-into-test-environment-6303?postid=128322#post128322But I don't understand how I would Backup the DB and the Restore it this way due to not being familiar with those processes listed.  Could someone help with a more dumbed down version of how to get my Company's data into a sandbox instance? I don't care what method so long as i

How do we send an automated email to our customers AP email address that includes the ship confirmation and the delivery image(s)? 

Has anyone ever ran into this issue?When using an email template to send out notifications to customers and the receiver’s preview window for the email does not read the body of the email, but instead lists, “Constants loaded at”? I read that it could be the email provider’s formatting is reading open characters first instead of the characters it is supposed to catch first, however I didn’t seem to find a solution. Any thoughts?

A prospect is interested in a membership Management system where its new prospects can create accounts and apply for membership, old members can apply for renewals, download membership certificates, upload receipts of payment and their ongoing project profiles etc. Please recommend an ISV for this solution that integrates with Acumatica receivables.

When I add manual document discount to Po Order ,discount amount don't reduce automatically. I want to auto reduce at AP bill . Is this possible ? How solve?

For those new to ASP.NET, (like me) this is a good explanation of the process and hopefully demystifies the delays. Here is the step-by-step process:1. The compilation of C# code into a DLLAn ASP.NET project's C# code, including the "code-behind" files (e.g., MyPage.aspx.cs), is compiled into a Dynamic-Link Library (.dll

Acumatica allows displaying the endpoint schema with a REST call. This is an example of the Customer endpoint schema.localhost/acumaticadb/entity/Default/24.200.001/Customer/$adHocSchemaI put the output on my server as it too large to display in a post.https://johnspikowski.com/acumatica/customer_schema.txtThe Web Services Endpoint screen is another asset for endpoint definitions.http://localhost/acumaticadb/Main?CompanyID=Demo&ScreenId=SM2070PL 

We are relatively new to Acumatica so I am trying to find out if it is possible to create a generic inquiry that uses a Data Provider to an external MS SQL database to pull data and create dashboards. That is the high level question.DETAILSWe are running Acumatica version 22 R1. I have a Data Provider using the MS SQL Provider type that connects to an external MS SQL database that runs a specialty manufacturing application that we use. The Data Provider is working and I am using that data provider to power some import scenarios that bring new customers and invoices from the manufacturing application into Acumatica on a daily basis. This has been working great so I know I can connect and pull data using an import scenario.OBJECTIVEWhat I would like to do is create a dashboard in Acumatica that shows any accounts that have been closed in our manufacturing application that are still open in Acumatica. This would be

Hi All,I know that the system will create demand based on historical data, but how far back will that go?If I have a client that has been using Acumatica for a year and they turn on replenishment now, do we turn on the moving average and update to 12 months and it will calculate the last year of transactions?Thanks!

Hi,What is last Acumatica supported version?Second moment, which I need to clarify, how to find out which endpoint version corresponds to Acumatica version ? Does any endpoint version can be imported for any Acumatica version or there are some rules and logic, which must be followed for correct work ?

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 Drew Nisley - Acumatica Community Featured Member for August 2025Meet Drew Nisley our Acumatica Community Featured Member for August 2025. It’s great to have you as part of the Acumatica Community ​@DrewNisley!