Discussion Forums

Hi, I had to create a custom EFT Export file from scratch for a client without the Canadian localization due to cost. It does export and we sent to the client’s bank CIBC for testing. We did get some errors back. For the most part the I believe most of the errors can be corrected but need help formatting the file to comply with the 1464 characters requirement per line. I have attached a copy of the export file and CIBC requirements. Would anyone be able to provide guidance to update the export file?     Thank you,Frances  

Hello i need help on sales tax. December was inadvertently closed and i need to retrieve the December invoices. They are not showing up in the tax detail report in any other months. I thought they would show in Jan but they are not. We need in order to file taxes. 

Hi All,I have created a Project and a PO against the project when the commitments are allowed to the Project. When i lock commitments to this project and go back to the PO, put the PO on hold and add new lines to this, the system is allowing me to change it instead of restricting it.     Related source Am i missing any steps here?

Hi Community,Our client requires that all newly created Inventory Items are reviewed for quality control and approved prior to activation.My initial thought was to simply change the default status of new stock items to “Inactive” so that the item can be placed in a review queue GI/Dashboard.  As I was thinking about this, I realized the client may have a legitimate reason for marking an Inventory Item as “Inactive” for reasons other than the item having been newly created.  I thought that I could couple this with a “reviewed” attribute, but we don’t have a viable to lock down a single attribute prompt without locking them all down for a group of users.  This led me to add a new drop down value to the Item Status field called “RE - Needs Review” which we would use to drive the review.  The problem with this is that there are no business rules to prevent the newly created from being used with this status.   My question is, is it possible through no code/low code customization to allow a

Currently the Acumatica to Avalara/ Avatax ECM connector requires that the customer record have the Primary Contact.  Many clients do not use these fields and certainly wouldn’t use them for requesting a sales tax exemption certificate.  They would use the information on the Bill-To Info tab.  This has the correct emails and phone numbers for these types of requests.  There is also an Account Name or Attention field that can be used as the contact for the request.  The current mapping is not useful,  it would make the connector usable if it mapped to the Bill-To Tab and not the primary contact.

Hello!I am required to get selected the Credit Term on the Sales Order based on the Customer Location or the Order Type, but currently it only provides the option to maintain the term for customer.Is there any way that I can alter this credit term selection?Best Regards 

When exporting a Generic Inquiry (GI) to Excel, the Debit/Credit column is showing Count in the Excel status bar instead of Sum, even though the values appear numeric. This happens because Excel interprets the exported data as text, not numbers.Details:Acumatica Version: 2025 R1 GI Column Expression:   =Round(IIf([GLTranR.DebitAmt] <> 0, [GLTranR.DebitAmt], -[GLTranR.CreditAmt]), 2) GIDespite using CDec() and numeric formatting, the exported Excel file still treats the column as text. This results in:Excel status bar showing Count only. Long trailing zeros in the values (e.g., 5273651.000000000000000000)Is this behavior expected in 2025 R1? Is there a way to force Acumatica to export calculated GI columns as numeric without post-processing in Excel? Any best practices for handling this in GIs? 

We are using the “entity/Manufacturing/23.200.001/MoveEntry/ReleaseMoveEntry” REST API Endpoint to release the move entry at the end of the process.  We get a 202 Accepted response even when the release was unsuccessful.  A couple of reasons for the release being unsuccessful is duplicate serial numbers being received and backflush not being setup properly in the BOM.  In both of these scenarios, we still receive the 202 Accepted response with no body.  How can we “trap” these errors so we can report them to users to make the corrections?  Is there a different API call to use?  Any thoughts would be appreciated.Thank you in advance.

Is it possible to set up a popup reminder in the mobile app that appears before a technician closes an appointment?

Hi! For the calendar board in field services, is there a way to easily block off certain time slots for field service employees? The example is I have an employee that needs to block off 2 hours in the calendar board because they have a personal appointment.

Is anyone familiar with the know issue below and the workaround.?I am having a hard time following this write up, please help me understand   AC-292726: If the Enable Time & Expenses Integration check box was selected on the Service Management Preferences (FS100100) form, and a user created logs for an appointment that were linked to a submitted or released time card or time activity before the check box was cleared, they could delete the log records manually or automatically on the Appointments (FS300200) form when they reopened the appointment.As a result, the time entry kept the reference to the deleted log and the data was inconsistent. Also, if a user clicked Correct on the Employee Time Cards (EP305000) form for a time card that contained the deleted log, the following error message was displayed: An error occurred during processing of the field Log Ref. Nbr. value %Log Ref Nbr%. Error: Log Ref. Nbr. ‘ %Log Ref Nbr%‘ cannot be found in the system.Workaround: Please find the w

I want to share some tips and tricks for Acumatica Payments that is a part of Acumatica ERP 23r2. How to make the Payment Link look nice in the email notificationAcumatica can send Payment links to customers to pay their invoices. The default notification looks something like this: If you want the payment link to look like a text with a link, you need to do the following:Go to Email Templates and open Invoice Payment Link template   Remove the default ((PayLink.Url)) Click Insert → Link   Select ‘File from the Web’, for URL use ((PayLink.Url)), for Insert Link use any text you want and Click INSERT Enjoy your beautiful link in the email!  

HelloI’m having an issue in Canadian payroll setup, and I’m wondering if anyone else has run into this and has any suggestions.We have set up a deduction and benefit codes for paying vacation at 4% of total earnings to one of our employee groups. It is a payable benefit, and on the Employer Contribution tab, I have indicated that it should be included in Box 14 for Federal Reporting. According to government websites, we should see that vac amount populated in boxes 14, 24 and 26.On the CAN Tax Setting tab, I have CN at Source selected in the Code Type box.When I process pay it calculates properly, shows on the pay stubs nicely and looks correct, but when we look at the T4, we do not see the amount added in to Box 14 as we would have expected.Appreciate any advice anyone has as documentation is limited. Thanks in advance! 

We’re experiencing a consistent issue where printing documents screens that typically shows the actual document (invoice, statement, remittance, payment register) are sometimes routing the user to a “Process Report” screen and requires manually re-entering parameters (document type, reference number) and clicking Run Report.Same user sometimes gets it right, sometimes gets this screen. 

Building a GI where I need to get the most recent “Effective Date” for all inventory items that are a “STAFF” price code. The ways I’ve seen to get the most recent record in GI’s won’t work here because the effective date only lives on the ARPriceWorksheet table and not on the ARPriceWorksheetDetails table where the inventory item, price code, and pending price are. Thanks for the help!

I’ve imported HTML descriptions, but they are not displaying correctly in a report. They are displaying correctly on the stock items screen - just not the report where it is needed.If I go to the stock items screen and make one small change, Acumatica will rewrite the HTML and it will then display correctly in a report. Anybody have any ideas for updating these descriptions so that Acumatica will rewrite the description HTML. Should I put a ticket in for a SQL script? Will that resolve the issue? Imported HTML Imported Display Report DisplayDisplay After adding a minor change to the description - Acumatica rebuilt the HTML 

Image1mine is 2024 R2 , i would like to know how to setup home screen as first homepage to all user ? i already navigate to site preference and set homepage there, but after i login as user, what they will see as first page was acumatica default welcome screen as showned below:Image 2after i click home button then only showned as “Image 1” . And then i tested by assigning “Wiki Author” role to any user ID which that role provides access rights for creating Wiki articles, then only that user with “Wiki Author” role can see the homepage article i published earlier on wiki. Can somebody help me ? I need to know how to configure this so that users can access my ‘homepage’ in view-only mode, without assigning any roles that allow them to edit the Wiki content. How can we configure the system so that the first page displayed to users upon login is the homepage containing my Wiki article? Thank you.

Trying to get a business event to trigger once a week, however, the process doesn’t seem to be working. The Automation Schedule is running, but the business event itself is not. Any troubleshooting ideas?The Business EventThe Report Hasn’t RunThe Automation ScheduleThe Schedule Has Run 

As far as I know, Acumatica only allows you to PUT one entity at a time. Is there any way to do a bulk upload of entites (eg. Stock Items, Journal Transactions etc)?If it’s not possible to do it within Acumatica, can it be done with a custom API or a wrapper and what would that look like?

We currently are using the Distribution Management Software. At the time we started that software, we weren't doing much “Production”. We are now doing a lot more but not enough to validate moving to the Manufacturing Software.Any suggestions on a light production module that doesn’t cost an arm and a leg to run? We don't need a lot of the “Bells & Whistles” that a lot of add-ons offer. I understand the cost for installation and training. But after that, the cost for usage of the module to be reasonable. Requirements:-JOB TRAVELERS/PRODUCTION TRAVELERS (To also be able to track status)-BILLS OF MATERIAL-BOM COSTING Optional Items:-FORECASTING/REPLENSIHMENT WITHIN THE BOM’S-AUTOMATIC “KIT ASSEMBLY” WHEN JOB TRAVELER IS COMPLETED

I’ve seen a few topics related to this and no clean solution presented for this. I’ve solutioned this completely different based on the unique needs of each client. Surely there’s a better way…  Does anybody know what the cleanest solution is to track warranty costs within Field Service?  Scenario: Run a normal service order (standard service order type) - we don’t know what would be covered under warranty yet as the repair needs to be executed first  Tech completes appointment - identifies that the part is not covered under warranty Labor/Travel > bill to the customer as normal  Parts (Inventory Items) - need to be expensed to COGS - Warranty instead of COGS - Materials Billed at $0 (marked Free Item)  The inventory issue is going to hit COGS - Materials based on the Inventory Item defaults… I see no way in Field Service or other Acumatica settings to change the COGS posting for inventory items. How else are companies managing this situation? Acumatica does not appear to have any

Hey all! Question - Can you actually receive, view, and reply to emails in Acumatica? I was drafting an email and I saw the “Replay All” button but I have yet to see any place to actually view emails? Thanks!

Hi All, We are the option of adjusting the Unit Price for a Sales Order after a Shipment was created and/or completed. In Sales Order status language in the Status of Shipping/Back Order/Complete.The Invoice won’t be created yet. And the goal is to have the Order and Invoice match up in case of Error on original Price Entry and it going through Approval without being caught. I tried Workflow Adjustments and Graph Extension on the SOOrderEntry Graph but wasn’t able to Enable the Unit Price field. I tried both Cury Unit Price and Unit Price. Any ideas on how to achieve this or is this something that Acumatica just doesn’t allow due to being too risky/invasive?

We are trying to return stocks from a Project related sales order , but the system won’t allow it because we don’t have an invoice associated to that sales order-shipment. Is there a way to return it in inventory without needing to do it manually ?

I have a customer who would like to delete their service contracts in Acumatica. Is there a way to do this?