Discussion Forums

Hi all,Does anyone know how to change / update the date that Acumatica uses to calculate the dead stock? As it stands, i can run a dead stock report - not selecting any days - by warehouse and items show up.I want to see what the date that Acumatica is comparing the items against to determine dead stock.*Note: I did do a search on the community and didn’t see an answer to this. :)Thanks!Joseph

After upgrading to 2025R2 from 2024R1, we are no longer able to manually add a partial quantity Ship Complete SO line to a consolidated shipment (status: On hold) and save. Now the shipment line with an incomplete Ship Qty (ex.4 of 6 items available) must have the Shipped Qty set to zero before being allowed to save.In the end we want to ship the line complete and are waiting for the transfers to complete. I understand the error if we were trying to Remove Hold. Is there a new setting in 2025r2 which has caused this behavior to be exhibited on shipments?  

I understand that in the 2025 versions that we are forced to lock out the system to copy company or create a snapshot, which creates a "safe" version.  However, this is creating a very large issue when trying to assist our customers in troubleshooting production issues.We frequently use the copy company to troubleshoot customer's issues without having to make changes directly into production at the time the issue arises.  It is not practical for us to request that customers log out of the system each time we need to create a copy, so now we cannot troubleshoot issues as effective or efficiently as before.  We cannot realistically ask our customers to have all of their users log out and we cannot ask our technicians to only work on troubleshooting after hours.Is there a way to copy company or create a "not safe" snapshot purely for troubleshooting purposes?  We need to be able to assist our customers in real time without forcing them to shut down the system and some issues require copyi

I am receiving the same error — “Insufficient resources to perform operation” — across all Acumatica instances hosted on the same VM on different screens. please support if anyone having solution. I am attaching trace also 

What is the best process for the following szenario …Sales Order (SO) one normal stock Item but completely out of stock Order Qty.: 20 pieces PurchaseOrder (PO) for SO from Vendor 1 Order Qty: 20 PurchaseReceipt (PR) Qty.: 10 PO for the rest of 10 pieces from Vendor 2Thanks in advanceDeniz

Hello experts, I was looking to create a Generic Inquiry for Aging category of production order , I found this Generic inquiry for reference can anyone suggest me is it fine for the reference but still i am confused is it possible can we  show the aging category in this GI Report ? 

I am setting up a daily email for tracking information on Invoices that have been released and have a date of “today”.  My GI is working, the Business event runs manually, but I setup the schedule and it is not running.  It sends but sits in the “Pending Processing” and as soon as I open the BE, the emails pop into my email (I’m testing all of them to my email for now).  Any answers?  

I checked the data for the date I filtered, and it has records. However, when I try to filter by parameter, nothing shows up.

Hi all,I recently created 2 separate Generic Inquiries for my company. One is Inventory with Sales/Margin/Margin % info. The other is inventory with units by location by warehouse.My goal is to combine these 2 GIs into one master GI to avoid having to switch between different reports when viewing sales and inventory information.Below are the data sources for the FIRST Generic Inquiry: Inventory Units & Cost by Warehouse.When I use this GI as a data source for a new GI, NO fields show up even after selecting them in the results field. I have not joined anything to this in the new GI yet, so I doubt it’s a data relation mapping issue.Conversely, when I use the other GI - Inventory by Sales/Margin/Margin % - as a data source, all records populate when I show them in the results field. Both individual data source tabs are shown below.thanks all!Joseph 

Hi Team, Loading issue .  controls.0e1524f82c6d60c668f2.bundle.js:1 Extension AP301000_Approvals registered for the AP301000 screen view modelcontrols.0e1524f82c6d60c668f2.bundle.js:1 featureInstalled: PX.Objects.CS.FeaturesSet+Constructioncontrols.0e1524f82c6d60c668f2.bundle.js:1 Extension AP301000_Compliance registered for the AP301000 screen view modelcontrols.0e1524f82c6d60c668f2.bundle.js:1 Extension AP301000_ComplianceDocuments registered for the ComplianceDocuments viewcontrols.0e1524f82c6d60c668f2.bundle.js:1 Extension AP3010000_JointChecks registered for the AP301000 screen view modelcontrols.0e1524f82c6d60c668f2.bundle.js:1 Extension AP301000_DuplicateReference registered for the AP301000 screen view modelcontrols.0e1524f82c6d60c668f2.bundle.js:1 Extension AP3010000_PO_FillingInvoiceWithPOEntities registered for the AP301000 screen view modelcontrols.0e1524f82c6d60c668f2.bundle.js:1 Applying mixins for the the AP301000 screen view modelvendors.33828d476a3649b7bfc8.bundle.js:2

Hello,  I have a client that is asking for an export from Acumatica that they will upload to their bank so that the bank (Truist) can print checks on their behalf.  This is not an ACH file. We need similar information, but the sample layout is rather different.  Has anyone created an export scenario for this sort of file?  I don’t think check printing outsourcing is uncommon, but I can’t find an existing scenario to start from.  This is likely similar to creating an export or integration to Bill.com, but we need an export not an integration.   Any help is much appreciated!   

We have several companies in one tenant, and we want to send batch payment remittances to different suppliers across these companies. Each company should have its own email template and sender. I tried overriding the Mailing settings for one supplier, but it didn’t work. Is it possible to send remittance email to multiple supplier with different email templates all-in-one go, and how can we set this up?

We recently upgraded to 2025R2 and set our site to use Modern UI everywhere. Some of our row sets use alphanumeric row codes (“1010A”) and this was causing an error: “Input string was not in a correct format.” The row set was unable to be edited without reverting the Row Sets screen (CS206010) to the classic UI. I then had to manually edit the row codes and formula references. The row set was then able to be converted to the modern UI.  Can anyone at Acumatica confirm if there is a fix coming for this? All of our other row sets converted to modern UI without issue. 

Every few days, our Outlook add in stops working for all users. In Outlook, you click on the ribbon and the add in does nothing and the sidebar is blank. The only way we’ve found to fix this is to uninstall then reinstall the add in. The add in is managed at a admin/company wide level and it can take a number of hours for the uninstall/reinstall process to work. 

I have a simple screen with line details where an inventory item can be selected. The form works fine in the normal UI. I need this on mobile also but can’t get the Inventory or UOM selector to work on mobile. Here is my DAC field, I have tried several different attributes, but this doesn’t make any difference.   #region InventoryID public abstract class inventoryID : PX.Data.BQL.BqlInt.Field<inventoryID> { } protected Int32? _InventoryID; /*[PXDBInt()] [PXUIField(DisplayName = "Inventory ID")] [PXSelector(typeof(Search<InventoryItem.inventoryID, Where<InventoryItem.stkItem, Equal<True>>>), typeof(InventoryItem.inventoryCD), typeof(InventoryItem.descr), SubstituteKey = typeof(InventoryItem.inventoryCD), DescriptionField = typeof(InventoryItem.descr))] [PXForeignReference(typeof(FK.InventoryItem))]/**/ /* [PXDBInt()] [PXDefault()] [P

As of Jan 1, 2025, SHOP will now act as a Marketplace that collects and remits tax on behalf of the vendor - seems similar to how Amazon works.   How will this flow through the native Acumatica Shopify Connector to Acumatica and then through the Avalara Connector to AvaTax?   How is the transaction identified as a SHOP transaction?  Are there parameters that need to be set up so that the vendor does not double pay the tax? 

Hello!I currently have a report to show all orders entered for the prior date, and this is how it currently looks.This works fine but on Monday’s this will try and pull orders on Sunday (our company is closed on Saturday and Sunday). What would I need to add in this section to have this report skip the weekend and show me Friday orders on Monday? Thank you!

We are trying to set up reminders in Acumatica and the help documentation shows there is (or was) a notification bell icon in the Info Area that would bring up the Reminders Dialog Box. We have gone through support to enable reminders and they’re working but I don’t see the bell icon. We are using 2025R2.  

Hello everyone,I haven’t seen much confusion about this, so I’m sure there’s a straightforward solution that I’m just missing! I finally got our construction team to start using cost projections to project the future of their projects by budget line in 2023 R2.We’ve just completed our upgrade to 2025R2 and I noticed the project status screen which seemed very helpful, but it runs off of a new cost projection by date screen. It seems a little less intuitive because you can’t import an excel and it doesn’t display the budget description per line. Any tips for using this screen?Do I have to now convert the team to using this screen or is it possible to make this screen load the info from their most recent Cost Projections? What is the purpose of the date functionality?I ask all this just because I really like the dashboard. Thanks to any and all help and information, I’ve already reviewed the ACM notes and it doesn’t really help differentiate these two projection methods.

If I understand correctly, in a SaaS environment, I cannot use a backup I download from the Backup Access Service to restore my production tenant.  I need to pay separately to have Acumatica restore from backup?

Hello!What is the best practice for invoicing a deposit within a project? I have tested using VAT tax prepayment invoicing, which seems to work somewhat, although it is cumbersome, and was not developed for using in projects.Thanks! 

 Hello Everyone,I am trying to clean up some tax issues that arose on the last payroll paybatch we ran after a recent upgrade. Specifically there are a few taxes that have appeared on a recent payroll payrun that were not there before the upgrade. In one case I had the NV ER SUTA SC show up. We caught it on the payroll liabilities bills run. In another case I have New Mexico Workers Comp showing up as a tax on a few employees paychecks as well. We upgraded to 2021R2 21.213.0038.What is the fool-proof way to make sure they do not appear on the paychecks next time? Is it to de-select all the “required” checkboxes and set the rates to 0.00 on the right panel? Then update/assign taxes to employees?Why would New Mexico Workers Comp show up as a tax? Is there a setting in Deduction Codes or Workers Comp Codes?  

Is there any reason the Application Period would not be the same month as the Application Date on checks? On Prepare Payments screen the Application Period matches the Application Date (users do not manually change this field) but once processed it changes in some cases

Hi, a lot of our prospects and customers use FieldWire for the Field operations and especially for Plan management. The application is pretty advanced and I don’t think that we have an ISV that could replace it and most of them want to keep the application. Am I wrong does Acumatica have an ISV that can compete with FieldWire ?  If not, does any has any experience with integration FieldWire to Acumatica ?

How can I change the selector in the Customer Number field so that it searches by Customer CD, Customer Name, and Telephone number as well? How can I do this?