Discussion Forums

Does any one know if it is possible to add a transaction date to the nacha file generated from Acumatica, which would be the day of creation, and use this date as the posting date for payment entry date in Acumatica?  Required to create nacha files with next business day selected to process by requirement of the bank. This creates a bit of confusion with reconciling because of the mismatched days.

I’m trying to find a method to configure Acumatica Payroll to withhold a flat dollar amount for Federal Withholding for a specific employee.Consider the scenario: the employee is an owner of the company, and has other streams of income. The owner’s/employee’s tax accountant has told her that she needs to withhold $38,000 in federal tax this year to avoid a penalty. So, on the bi-weekly check, she needs $1462 of federal tax withheld. How can this be configured in Acumatica?

I have one Bill of amount 10,000 (Post Period December) and have a debit adjustment of amount 40 (post period : October) .  Both Bill and Debit adjustment is for the same vendor. Both Bill and Debit Adjustment status is ‘Open’ I went to the Debit Adjustment and clicked ‘Apply’ , this to me to the below screen .I tried to find the Bill , but Bill does not appear .Did I miss something ? or am I not doing it in the correct way ?  

I have GI. I need dispaly value in this format. How i can do this? 

What’s some opinions on organizing No/Low Code Customizations. ( new added fields, customization creates fields, new checkboxes, minor changes , etc).Would you roll them all into one , with multiple customized screens, separate them by module( sales orders, opportunities, etc). Or one project per change?  I am trying to figure out what makes the most sense for years down the road with the best organization practices or potential issues.  

I’m having a hard time building a GI that will show an original payment reference number and any corresponding refunds associated with that payment reference number. The  ARTranPostBal is referenced but it’s a hidden table and not able to be used for reporting.How else can I bridge these two transactions?

 I entered a value incorrectly in the Project transactions and want to nullify this transaction.I understand Project transactions do not create a Journal entry.How to nullify this Project transaction (amount).  

When i update grid I have this error.   

I need to add a custom field to the Applications tab on AP302000 - Cheques and Payments. I’ve followed the instruction elsewhere to append my field as the last column of the grid, but I need to put it somewhere that users will see it :-)So I have a TypeScript file containing export interface APPost_MyProject_generated extends APPost {}export class APPost_MyProject_generated {  APAdjust2__UsrPartPaymentAmt: PXFieldState;  APAdjust2__UsrPartPaymentPct: PXFieldState;} And HTML<template><field id="APAUsrPPPct" name="APAdjust2__UsrPartPaymentPct" after="#gridApplicationHistory"></field><field id="APAUsrPPAmt" name="APAdjust2__UsrPartPaymentAmt" after="#APAUsrPPPct"></field></template>And while that works, it means that the field is the final column in the table.(I found that having added the firs

Hello! We are just starting to use the Purchase Request / Requisition functionality and we wanted to automate the conversion of Requests → Requisitions. We are going to primarily use this functionality for three types of purchases:General Purchases: Non-SO related goods that can be used anywhere (can be multi-vendor) Quoted Purchases: Quoted goods that are specific to a SO and must be ordered by the quote. By Description Purchases: Typical PPE, Office Supplies, Software, etc. However, I am getting stuck when trying to create automation schedules for these goods. I am having trouble building an automation schedule that creates requisitions by the specific vendor (for general purchases) and another automation schedule that creates requisitions by the specific quote (for quoted purchases).  The two issues are, firstly, when I run an automation schedule for General Purchase requests, I find that regardless of the ven

Hi Acumatica People,I was looking at the body of generic Inquiries and report designer reports associated with booking. For us, the order register report looks like the closest thing to a starting point for a booking data. Some ERPs provide some report snapshotting (e.g. Oracle Applications has Period End Inventory reporting feature which you can set-up inventory snapshotting as an end user). I don't see anything such as this that is out of the box? We already have Power BI configured and licensed for our legacy ERP and a small warehouse. I don’t think we missed anything and we will continue going down the road of setting up/configuring our small data warehouse for Acumatica (e.g. configure data retrieval using OData).Is there any out of the box reporting feature one can configure for snapshotting? 

Could Acumatica try to avoid Optional Arguments, because we could not using    [PXOverride] to override the methods with Optional Arguments?  

Good morning!I was asked to edit our Sales Order Email template so that the customer can reply to the salesperson for a more targeted communication. I can pull the sales persons name without issue, however how would I like their email address as well? I’m not sure where to find that. Is there a way to reply to the email and automatically have it go back to the sales person on the order? Thank you!Brent

We have multiple staff members assigned to an appointment and they start at different times.In the mobile app, the “primary” driver starts the appointment. We tried for others to start their appointments at different times with the “start” button as well, but it did not work for us.We did log their time manually on the log tab in the mobile app as a workaround. Is it possible for all assigned staff member to start and complete the appointment automatically when they select “start” and “complete” or is it only possible to capture individual time manually through the log tab on the app?Is there a configuration or flag that I am not seeing?Your input is greatly appreciated. Thank you!

Meet Andrew Pistorius our Acumatica Community Featured Member for November 2025. It’s great to have you as part of the Acumatica Community ​@APistorius. I’m Andrew Pistorius. I get to serve as the CFO for Mid-States Companies (beginning in 2020).  We’re a vertically-integrated, family-owned and operated group of companies specializing in agricultural, industrial and commercial design, manufacturing and construction and have been an Acumatica customer since early 2022. Since implementing Acumatica, we’ve slowly transformed the way we operate the businesses to something that’s more date, process and systems based. One of the things that’s most exciting about the platform is that there’s always opportunity to optimize and automate.Prior to my time at Mid-States, I worked in both the manufacturing and construction industry for Fortune 500 companies.  In my time there, I learned a lot about ERPs, reporting, data

GI question - trying to pull both ytd and mtd sales from ARTran.  I can filter ytd in GI conditions, can I then filter the MTD on the results grid?   Do you have an example of the result grind filter somewhere for this ? 

Hello,We left quickbooks and switched to Acumatica.  A feature in Quickbooks that we miss is the ability to see if a quote or invoice was viewed (screenshot below).  Can we know if a customer clicks on a quote or invoice in Acumatica? 

Having an issue trying to cost Inventory to Projects. Here is our workflow:We create a Service Order and associate it to a Project. We then requisition items by either creating POs within the Service Order, Appointment, or Project. I can confirm that when the items on these POs are received, they are going into Project Stock and not Free Stock. However, when attempting to Run Billing on the Appointment we are receiving the below error. It is as though the Service Order/Appointment is trying to create an Inventory Issue from Free Stock. Is there some setting I am missing to make the Service Orders create an Inventory Issue using Project Stock?I do not want to “Allow Issue from Free Stock” as the material I am trying to bill is in Project Stock

Hi Team,Using PXDatabase Select query, trying to fetch recordsList<Table> imgAllprocessed = PXDatabase.Select<Table>().RowCast<Table>().ToList();Could you please help to add Where condition to filter records 

Vanilla CodeWhile i develop customization i met a problem while publishing\building screen, related to QuerySelector id “formSlotA01” isn`t unique Error occured during HTML merge for 'EP208000', original source will be used instead. Error: Error: Element ids are not unique: id=formSlotA01 tags=QP-FIELDSET,QP-FIELDSET My codeI renamed it manually. Second formSlotA01 to formSlotB01 and it is published correctly. So i confus

Hello,    I have found this postHow to resolve the issue when the vertical alignment style not working in a report | Community  But is is 4 years ago post. I mean, until now, is it the only solution to this issue?

I want to add two new parameters in the AR Balance by Customer Report. I’m using Report Builder to modify the report. What changes should I perform in the Build Schema of Report Designer in order to filter both invoices and payments within the selected date range. Furthermore, if there are any other alternatives then please help me with this issue. Thank you.

I am getting examples of null reference exception error for some event handlers in 25R2 such as the following:  [NullReferenceException: Object reference not set to an instance of an object.] PX.Data.Generic`2.SearchAdapted(TGenericDelegate genericHandler, IEnumerable`1 classicHandlers) +258 PX.Data.Generic`2.GetClassicHandler(TGenericDelegate handler, Boolean remove) +100 PX.Data.RowInsertingEvents.AddAbstractHandler(Action`1 handler) +88 PX.Objects.IN.GraphExtensions.LineSplittingExtension`4.SubscribeForSplitEvents() +198 PX.Objects.IN.GraphExtensions.KitAssemblyEntryExt.INKitLineSplittingExtension.SubscribeForSplitEvents() +18 PX.Objects.IN.GraphExtensions.LineSplittingExtension`4.Initialize() +309 PX.Objects.IN.GraphExtensions.KitAssemblyEntryExt.INKitLineSplittingExtension.Initialize() +18 PX.Data.PXGraph.CreateInstance(Type graphType, String prefix) +573 PX.Web.UI.PXB

Hi Acumatica Community,Is there a way to lock out a specific tenant?Thank you!

I recently downloaded the Report Designer. I copied GL.63.30.00 from the server and modified it and then saved to the server as GL.63.30.02 then I went to the site map and added a line for the new report. The problem I get is, the report does not populate on the site. It also doesn't generate when I try typing it into the link (https://globalwide.acumatica.com/(W(29))/Main?ScreenId=GL633002). When I copy the 002 URL into an existing line, it says “You do not have enough rights”.Also, note, when I reopen the report designer and “open from server” and “load reports lists”, my prior saved report generates. So I believe it is in the server OK. I have a feeling I need certain user roles to fix this. Any recommendations?