Discussion Forums

Hi everyone,I’m curious what other companies’ picking processes look like in Acumatica — especially if you’re using any customizations or third-party integrations to make picking faster.Our current process feels very tedious. To pick an item, our warehouse staff has to: Scan the location Scan the inventory ID Scan the lot number Manually click “Set Qty” if we’re selecting more than a quantity of 1 In our previous ERP, each box had its own lot number. When picking, we could simply scan that lot number, and the system would automatically know the location, inventory ID, and quantity from that single scan.We tried to eliminate the “Set Qty” step in Acumatica by creating cross-reference barcodes tied to the UOM (BOX or CS). That way, when we scan the alternate ID, the system automatically sets the quantity based on the UOM.For example, for product F803

Question if we send the Latitude and Longitude to Avalara as we dont have the address (zip, state etc) to calculate Sales Text (feature added in 21R2) is it possible to get the address back from Avalara and populate to Acumatica along with the tax amounts

Hi Team,In the Employee Payroll Settings screen, there is a 'Tax Setting' tab that has a 'Name' field. This field does not exist in the database.I added a custom field and tried to store the value from the 'Name' field into my custom field, but I'm not getting the expected result.Could you please assist me with how to transfer the value from the non-existing field to the custom field?     public class PREmployeePayrollSettingsMaint_Extension : PXGraphExtension<PX.Objects.PR.PREmployeePayrollSettingsMaint>  {      #region Event Handlers      protected void _(Events.RowPersisting<PREmployeeAttribute> e)      {          if (e.Row == null) return;          var row = e.Row;          var rowExt = row.GetExtension<PREmployee

Hello,We have about 350 stock items that are set to either inactive or marked for deletion. Some of these items still have a quantity on hand in one or more warehouses.The items marked inactive/m4d do not show up on the physical count, and will not let us create adjustments for them.Is there a way to zero out the on hand inventory for these items without manually going through all 350, reactivating them, doing an adjustment, and then deactivating them again?Thank you!

I would really like an Acumatica Bootcamp style training in a live environment in Manufacturing with Acumatica professionals.  Has Acumatica considered this option?  Or would they consider this option?  I’ve done a lot of the training online, but this does not allow me to ask real-time questions as I go along.

Looking to understand more about: How does system address having 2 Retained Earnings? I.e. AOCI

We have low-cost products and don't use the formal RMA process, but we still need to handle returns efficiently.We need the belowAdd returned items back to inventory at specific locations Link to customer when known (sometimes customer is unknown) Keep it simple and lightweightLooking for a simple solution that gives us basic tracking

I’d like to do a GI to show quantity available of stock items that is filtered by a vendor ID who has a cross-reference number for that stock item. I’ve identified the data lives in these tables but am not having luck getting the results: I either get 30k plus rows where it shows the same stock items many times over or errors that indicate my joins are off. I’m not an SQL expert unfortunately and hoping this is something that can actually be accomplished with a GI instead of custom dev.  See below for my tables, joins, and filter.  

Our Modern UI Calendar Board displays all 24 hours despite selecting our working hours in Service Manage Preferences. Am I missing something? Only want our working hours displayed. 

Hello,Has anyone created an API link inside Acumatica to take credit card information on a sales order or invoice and pass that credit card back to process through shopify payments? Thanks!NS

Is there a document that explains what the sale order statues mean and how a sales order moves thru the different statuses?Thanks!

Hi! I am trying to manually adjust an inventory item to qty zero but keep receiving the following error:  I checked that there are no open transactions in the system that has this item. Any idea on why this error shows up?Thanks!

HI there, I may be in a unique position, but I would like some help. We had an order that went through that someone forgot to charge Tax on. So, to rectify this, we created a new order, and used a noninventory item with a value of Zero, then set the Taxable amount of that item to the missing tax amount on the previous invoice.  However, now when trying to create a payment, I run into the following error:“Error: An error occurred during processing of the field Order Nbr. value SI195384        AR Error: The order cannot be applied, the specified combination of the order type and order number cannot be found in the system.” I have tried manually making a payment from the Payments and Applications screen, however I run into the same error there, even if I make sure the Application Date matches the Document Date.  Has anybody else experianced this and been able to resolve it?

What is the best way to add a subcontractor to a service order?  Is there a way through a PO or how do you tie the bill to the service order? 

2025R1  I am doing something wrong.Business wants to hold orders for review that trigger specific logic.  I have the logic working, it pops a warning and sets a flag on the SOOrder header (to trigger workflow or approval map). Three options I have worked through:1. Put on Hold logic in the Customization through a “click hold” call if X = true.  Code never set the order on hold. 2. I created an Approval Map for Sales Orders based on a SOOrder header flag.  It ignored the flag and held every order for review.3. I found a suggestion on here for a Workflow customization, but it does not trigger a hold either.Logically, I think the Workflow is the best route, if I can get it to apply.

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Hello community. Very new to Acumatica. Kickoff for us is next week but wanted to get on to the Community as soon as I was given access.Was a long time Distribution user of Infor Sx Enterprise (formerly Trend for those familiar and old-as-dirt like me) and was very active in their intendent user community.I now work for US Generator a new Contracting company that is all about selling, installing and servicing Generators of all shapes and sizes…. residential, commercial, industrial.Glad to be part of the Acumatica community and excited to get started with our implementation.

When the file is added to a BOM, the file gets added to the production order when the production order is created for the item. Question:  Is the system creating a copy of the same file of is it using the same one.  The links that I’ve seen on both Engineering BOM and Production Order BOM seem to be pointing to the same file, but I would like to confirm with someone that knows more about Acumatica than me. 

We are currently using the DocuSign integration, however, we find the workflow and click requirements to be extremely tedious and excessive. We are using it to send out rental contracts (through the Sales Order screen and form) to be signed by our customers. The form we send to be signed changes very little between customers, yet we still have to manually edit every form being sent through DocuSign to place the signature lines and initial lines on the document. There is apparently no way to create a template? It takes as long, or longer in some cases, to prepare the DocuSign document than it does to prepare the Sales Order. It should take almost no clicks or time to prepare the document for signature. It should be, at most, a toggle button to say “Send DocuSign” or “Require Signature” or something along those lines. A copy of the “signed” document does NOT get attached to the Sales Order automatically and there is no way to track the DocuSign envelope status from within Acuma

Can i do something like ='Reference No(s):'+ ([ARInvoice.RefNbr]) it will display all the Reference number in the Payment? cause i need it in one line  

Hi! Can someone point me to where I can increase the length of a UDF name please? See below screenshot, some field names are too long and getting cut off. I know how to increase the length of the value for that field, but is there a way to increase the length of the name itself? Thank you!! 

Is there any settings in Acumatica that would show some sort of error that the same Name, Email Address, Mailing Address, or Telephone Number has been used and is already associated with another customer profile?

I have a vendor that requires a account number to show on the remittance advise. I can’t figure where i could enter it on the vendor profile to have it show. 

Is there an easier way to do inventory? Right now when we count one of our trucks we have to do a transfer from the truck warehouse back to our main warehouse when they have extra stock. Another transfer from there truck to writeoff when they have lost stock and another transfer to replenish what they are low on. Is there a way to correct inventory in one step?

I have installed training instance - SmartFix_T290 and following “Modern UI Development: Building of the Source Code” course.On step 3. Use Windows PowerShell or a similar program to run the following command in the FrontendSources folder.npm run getmodulesreceive error message  Starting 'i_controls outlook-plugin'...[11:37:54] 'i_controls outlook-plugin' errored after 5.49 ms[11:37:54] Error: spawn EINVAL    at ChildProcess.spawn (node:internal/child_process:421:11)    at spawn (node:child_process:753:9)Use local instance with http: request.Outlook-pugin can only be used on https. Any idea how to fix this problem?