Discussion Forums

Hi Community, Is there a way to have an API Role for a designated API User that is basically an API Admin and not a UI Admin? -RJ

Hi, I’m trying to consolidate group of companies for financial reporting. I’m using ARM reports to consolidate different companies and there are minority adjustments to be made to remove the non-controlling interest of few companies. Is there any way that can be configured in Acumatica?Thank you,Dulanjana

We are trying to clean up old vendors from our list vendor but do not have a way to identify the VENDOR status without having to drill down and open each one which is rather inefficient and not as useful as “VENDOR” status.  This may be to do a user before my time messing with the generic inquiry schema or is that how everyone’s vendor report appears. We do have MASS EDIT option SELECTED and can INACITIVE the VENDOR(s) accounts all at the same time once we have the VENDOR STATUS column available in the GENERIC INQUIRY.Does anyone know our VENDOR GENERIC INQUIRY would have a column for CUSTOMER STATUS rather than VENDOR STATUS?  The Vendor status also does not appear in the list of fields that can be selected to be visible in the report edit options.  . 

Hello Has anyone seen this error? I added Mass Actions to a GI for Production Order Ticket, but when I try to mass edit them or even one, I get this error. I was looking to complete or cancel multiples at once.  

Customer have Company wise Financial Calendar . I am running my 12 months BS based on Master Calendar”  What variable I can use to display the Respective company wise Periods (Eg :11-2025 ,12-2025) .   

We’re experiencing some odd behavior with the main search field. No results are returned when using a combination of three or more numerals and “AS”.Specifically, we have a stock items called “MAS513” with different suffixes, like AO, A12, and AS. Using the search bar at the top gives results for searches of “MAS513”, “MAS513-AO”, and “MAS513-A12”, but not for “MAS513-AS”. “MAS AS” and “13-AS” give results and can find the item, but “513-AS” does not. It works without issue in grids’ quick search field. It seems like ‘as’ is a keyword but only in certain circumstances? Does anyone know why this would be happening?Thank you for any insight you can provide,

Hello! I am reviewing the Import Scenario “ACU Import AP Bills”. When we manually print a check in Acumatica, it automatically finds the next “payment ref.” # in the sequence for the cash account/payment type and adds that into the  Payment Ref. cell. I was wondering if (for our AP Bill Import Scenario), instead of manually inputting the “Payment Ref.”, is there a way to have Acumatica autogenerate it based on the existing sequence? 

Good afternoon,Is there a way to set up a line item (i.e. - our company catalog) to go in at $0 value and bypass CREDIT HOLD so it doesn't get tied up?We want it to count against inventory for the product, but just no monetary value.Thank you!

As shown in the screenshot below, we understand that when a Move transaction is performed, the system should create both: The Move Transaction, and The corresponding Cost Transaction. This is not the actual screenshot; it was taken from the local system. In our case, we can only see the yellow-highlighted Move transaction line. The Cost Transaction shown above does not appear in the Production Order. We have identified an issue where, after completing a Move transaction, the Cost Transaction is not being created for that specific Move.As a result, the system generates a WIP Adjustment Transaction when closing the Production Order instead.We reviewed two Production Orders for the same Item Code, and confirmed that both orders have the same Event History and appear to be configured identically.In one Production Order, the Move did generate a Cost Transaction, while in the other, it did not.There are also no Parent Production Orders associated with these cases, and the No project Associ

I have only project ID and TaskCD. How to import task by TaskCD?

Is it possible to download multiple selected files as a ZIP file?Able to download one file at a time, but I need to download multiple files together as a ZIP file 

I have a sales order that i have processed through into shipping and invoiced. the shipping and invoiced status both show completed/closed  but going back to the sales order it shows as ‘Open’ and not ‘completed’. I have put the order on hold and clicked off the check box under the completed column and have also clicked on ‘complete order’ under processing and still will not change the status of the sales order to ‘complete’.How can this be resolved in order to show status ‘completed’. Please help. 

HelloWe’re having an issue with Canadian payroll and I’d like to know if anyone else has seen this, or if there is something we’re missing.We have a test employee who has maxed out on EI and CPP (tax reports confirm this), and when I process a subsequent regular pay run and compare the Federal Withholding Tax (FWT) and the Provincial Withholding Tax (PWT) to the Payroll Deductions Online Calculator, the amounts don’t line up. In Acumatica PWT is lower while FWT is higher. If I run the Online Calculator again and do not select the option for max EI and CPP having been reached, then the PWT matches what Acumatica calculates, but FWT is still out. In all standard pay runs I can get an exact match. We’re only seeing this now with maximums having been reached. I’ve gone through all setup and can’t see anything that seems like it would impact this.Appreciate any feedback anyone has on this! 

Hello everybody,I have the following scenario:A set consists of two components: a certificate, a 20-item box, which can contain one or more lot/serial numbers. In the delivery note, the information should be displayed as follows: Line for the certificate Line for the item (20-item box) Below the item line, a list of all associated lot/serial numbers should appear – regardless of whether there is one or multiple lots. The lot/serial numbers come from the field:[SOShipLineSplit.LotSerialNbr]Problem:When I use a separate detail section for the lot/serial numbers in the report, Acumatica repeats the item line for each lot/serial number. This causes duplicate or multiple item lines, which is not desired.I need a way to display the item line only once and list all associated lot/serial numbers below it in a single consolidated view.Question:What is the recommended approach or report setting to display the item line only once and show a consolidated list of all lot/serial numbers from t

Hi all, I have my reverse and apply API working per this threadReverseInvoiceAndApplyToMemo via API | Community Issue is that when you try to Reverse an Invoice it defaults to the Fin Period it was created. Since that Period is closed it needs to be changed to the current Period.  I have tried adding "PostPeriod":{            "value": "122025"        }  or "FinPeriodID":{            "value": "122025"        }  to the payload but still Errors out    "PostPeriod": {        "value": "072025",        "error": "Error: The 07-2025 financial period is closed in the ABC company."    } Is this possible with the API?  How do I find the right field to pass? I can change the period in the UI and it works. Thank you all

If the client purchased an incorrect item from a Vendor, and the item is returned with a restocking fee (no replacement will be sent by the Vendor), how do you process that?There are 2 separate scenarios:The original Bill is still Open. The original Bill is Closed.

Hello, We are running into an issue with Lot Size. From our supplier, we need to order item A in multiples of 144 (closed cases), so we use Lot Size 144 under the Vendor tab of the Stock Item. We have three stores that Replenish from our main warehouse. For Item A, each store (a different warehouse) has a Reorder Point of (say) 3 and a Max Quantity of 6. When we run a Prepare Replenishment and a Create Transfer Order the replenish quantity defaults to the Lot Size of 144.We cannot have a full case (Lot Size) on our shelves. How can we tell Acumatica that Lot Size is only for Purchase order to our supplier, and that Transfer Orders to our stores do not need to be in full LotSize? Regards  

Hi All,    Is there anyone with you able to create a generic inquiry with the Relationship for SOOrder, CROpportunity, and AMEstimate. I am trying to create a generic inquiry where i can see what is the estimate cost, and the created SO Unit Price for per specific project.  Thanks 

If a user does not have any previous Time Clock entries created in the browser, the mobile app does not have an option to + Add a new entry.I’ve seen demos in YouTube that show a + button to start new entries.We checked settings and user rights.The user can create new clock entries in the browser, but not in the app.Any suggestions? Thanks 

Does anyone have a working Import Scenario to create a service order from a sales order? When the ‘Create Service Order’ action is executed through the UI, it redirects to the Service Order screen and the user has to press the Save button.  An import scenario that starts on the Service Order screen can populate the dialog box options but cannot press save. Another approach it to create a Service Order starting on the Service Order screen, but in this case there doesn’t seem to be any option in the User Interface to identify the source of the service order, which needs to be linked back to the Sales Order.  Even on a new Service Order, these fields are not editable.  The only way that I can find to create the linkage is using the ‘Create Service Order’ action from the Sales Order.I have reviewed several threads including this one.  While this seems to be on topic and is marked as Solved, I have not found a working solution.  If someone has been able to get this working, I would be grate

Is there a way to link manually create debit adjustments to the associated PO without using PO receipt feature?For example when reversing a bill it automatically links the PO and you can see this adjustment on the PO history tab on the PO. However when creating manually it seems to just link to the Bill directly and therefore when on the PO you may miss that there has been an adjustment made to the Bill.

Hello, I am trying to create an “On hands” report for our offsite locations. I would like to show each offsite location in a column and to only show the inventory in that location. I wrote my formula as =([INLocationStatus.LocationID]=CONTAINER1) but this obviously is not correct as I am seeing the current on hand values across all locations. Any ideas on the formula to use to accomplish this goal?  

When a user enters a sales order and selects some stock items, the Marked of PO check is defaulted to check.  The scenario did not occur for all items; not verified. I tested a few; see below.  It this setting?  Or something I can turn off.  I causes order processing confusion and errors; also you can create a shipment without unchecking the box.  (We do Dropships and Direct Import orders that do require a purchase order to be generated.Thank you for your assistance.

Is it possible to create a custom redirect exception? We have a requirement that at the end of a process we need to redirect to a file and a report. I have seen the PXRedirectWithReportException and thought we could recreate a version of this to redirect to a file instead of a report. Is this possible? I have seen this page Creating a Custom Exception, where it mentions “To create a custom redirect exception, you must derive a class from the PX.Data.PXBaseRedirectException base class.” There is no documentation (that I have seen) that shows how to do this. Are there any examples of custom redirection exceptions? Or an explanation on how these work? Or source code on this?

Dear Acumatica Team,I am following same instructions for learning T190 course. I want to create custom field for Repair Shop, But when i follow same instructions, and go to click on Customize button, I am getting error below.An unhandled exception has occurred in the function ‘MoveNext’. Please see the trace log for more details.When i go to check log trace, i am not getting any information from Log trace. There is no any item available for that. Please find attachment for the same.Please help me to fix this issue.Thanks & Regards,Mike Waugh