Discussion Forums

HI there team,I am trying to create  email template from Dunning Letter emails.Before automating, i need to make sure my version of MYOB Acumatica can actually do what I need. (2024.1)I have tried many channels - I just cant get the email to populate the email address, and the fields it needs to extract from to inform customer that their invoices are passed due.Any help here that isn't ChatGPT would be great thanks

Acumatica’s platform team is exploring 5 new UDF features to make UDFs easier, safer, and more useful across the product. Tell us which feature you’d reach for first, please skim the list and fill our quick survey to help us prioritize.   Smarter lookups (incl. dependent lookups) — query-backed selectors; one UDF can filter another.  Extended validation & state rules — conditional “required,” formats/ranges, and editability by status.   More control types — currency/percent, email/phone/URL, long text, file/link, user/role pickers, calculated badges, date range, barcode, etc.  UDFs in GI/Reports/Dashboards/BE — UDFs are easy to find, filter, aggregate, and drive automations.   Cross-screen carryover — map UDFs to flow Quote→Order→Shipment→Invoice.  If this resonates, please fill the quick survey and/or message me to discuss your use case.Name: Vishal Srinivasan • Email: vishal.srinivasan@acumatica.com   

Good day. I would like to have the AR Aging report available as a generic inquiry. So far, we have an inquiry which produces the detailed version but get an error message when trying to group those results by customer. How can this be achieved?

Hi EveryoneThis is my first time creating a report in report designer and I am in need of some guidance.I have created a sub report (or tried to) I can’t see what I’m missing but when I populate the parameters I just get a blank page. When it is pulled into my main report (which runs without the link but without the information I need - obviously), the main report also becomes a blank page!My company often provide services which are charged at different rates of tax. Therefore, we want to show how much in total is charged at each rate. Essentially all I am trying to do is list all the different VAT information which when in Acumatica is shown on the Tax Tab in the invoice screen (screenshot added). I want it to display once on the invoice above the total due information.I know this information is available as I’ve been able to draw it out but it doesn’t show how I want it and I believed creating a sub report and linking this in a footer group would work. However, creating the sub repor

Hi All,I want to colour the font in a grid I created on a custom screen. Is there a way to do this?Acumatica version: 25.R1 (25.101.0153.4)I really appreciate any help you can provide.Regards,Lalith

Hi,When you switch to a new Acumatica instance or after an upgrade, how do you make sure everything still works fine?Do you use any kind of automation tool for testing, or is it mostly done manually every time?Curious to know how other teams handle this — any tips or tools you’ve tried would be great to hear about!Thanks 😊

1 | No inter‑company transactions at all when base currencies differWhenever I try to create any document that involves two companies whose base currencies are different—an Payment of an AP Bill on behalf of another company with different base currency an inter‑company GL journal entry a Cash Transfer between branches—the system blocks the save with the message that “branches has different base currency”Question: Is there a supported way to post any inter‑company document when base currencies differ, or am I missing a configuration flag / workaround? 2 | Vendor / Customer sharing across base currenciesI’ve noticed that Intercompany ▶ Extend as Vendor/Customer creates a single vendor (or customer) record that remains usable by all companies—even when those companies’ base currencies differ.By contrast, a standard vendor or customer is limited by the “Restrict Visibility To” rule, which forces us to segregate records by base‑currency groups.Question: Why can’t the same cross‑base‑currenc

Our team just updated to 2025 R1. We now realize that the internal notes and warehouse detail text boxes are gone on the sales orders. What functionality were these replaced with? We used these fairly heavily :) 

Trying to get my first DAC to work. I am trying to retrieve data from a separate Azure database on the same network.When I create the code file I get “Cannot generate members of the DAC: A table with the specified name does not exist in the database.” I have a data provider created, but can’t figure out where acumatica connects to the other data. Is there a setup step still missing? 

I am trying to add our Customer Alternate ID to our Purchase Order Report and it is not appearing. Any help appreciated! 

Hi everyone,We’re facing a challenge with prepayments against Purchase Orders. Currently, Acumatica allows defining prepayment percentages either: At the Vendor Master level, or Manually at the line-item level. Our client, however, makes prepayments based on the total PO amount, not per line item. The percentage or fixed amount changes for each PO, so entering prepayment at the line level is very time-consuming when there are 10+ lines.Is there any standard way, configuration, or workaround in Acumatica to apply prepayment at the document level (either as a percentage or a fixed value)?Any suggestions or experiences would be really helpful.Thanks in advance!

Client has businesses that change ownership, and when this happens, they generally have batches of customer payment methods that need to be entered into the system. This is tedious with all of the manual entry. They would like an import to get this done, I have gone through numerous revisions, and I am not making much progress.Errors that I have received includeSaying it processed but nothing added/updated Error message that a data field must contain information. (The import has the data for that field) Only updating the header information, not updating the details with the account informationI know this screen is notoriously a pain to import into, and I have done some updates before to the screen but nothing to this extent. Any assistance would be greatly appreciated as I just seem to be spinning my wheels. Thank you in advance.

Anyone ever have a scenario on how to set a specific quantity limit in a warehouse location? For example this specific shelf can only hold up to a quantity of 5 items. There's nothing to set that as of now, you can set locations to have primary items...but no limits to the number of items a location can hold.  

To elaborate the issue more the end user reports that there is a mismatch in amounts of EUR amounts against the base currency USD in recent months. He assumes that the cause for this could be some error/ mistake or not conducting process of MONTH END REVALAUATION OF AR IN EUR. This has caused a loss in their reports in EUR transactions.So, the end user wants the reason for this and what caused for this to happen.They assume that if something happened, it has happened after April 2025 and they want to confirm, whether the revaluation of AR in EUR could be done again From April to November 2025 for AR, AP & GL and if they could do it by taking the  exchange rates to the amounts at that were in those specific months or do they have to use the current exchange rate values as of now to do this revaluation again.And they want to confirm also whether this error in EUR amount could have a impact in journal entries with other currencies such as GBP.

Hey, Team - I’ve got a customer who has a particular overseas Vendor that requires their POs provided in a unique format.  I’m not entirely sure what direction to go here, if this is better suited for an export scenario or a report.  Any assistance would be much appreciated!The format is as follows:  The .txt file would look something like this.   

I have found many entries related to this same topic, but no “simple” solution.  Depending on type of sale (which is based on the customer), I need a different COGS account than the standard one on the Item. I’ve looked at using Reason Codes, looked at the Order Types, Posting Classes.. none of these appear to have a way of controlling the COGS account.  There is only the COGS on the Posting Class or Item.  But we need to sell the item in different scenarios and need a different COGS account (we can control the sales account but not cogs).  Any ideas besides customizations, GI’s to give data for users to generate GL entries to reclass…?Thank you! 

I have a client that has setup a business event triggered by an ACH payment on an AP Invoice. The business event currently sends a notification email that contains an attachment generated by a report that contains the details of the AP Invoice.The client ‘s request is to also attach any files that are attached to that AP Invoice to that same notification.I have tried an approach where the business event would invoke a new action in APPaymentEntry that would compose the email from the email template with the attached report and then would get and attach any files attached to the APInvoice linked to the payment.I have run into problems referencing the correct methods to generate the email notifications so the code would compile.Is something like this possible? Is there another way I could hook into the standard Acumantica business event notification email process where I would not have to compose the email and attached report and just add the other attachments?Thank you in advance for yo

Hi all, I have Moved my custom Web Service Endpoints to a Package and I publish to all my Tenants. This worked well. Now if I make a change to the Web service endpoint. Do I have to edit the package for the changes to be in there and republish ? Or now that they are in a package I should just have to republish for the changes to go to other tenants. Thank you.

Hello ,I am facing this issue i am not able to get the qty to produce in production detail screen for all the work centers. 

Hi,I was wondering if somebody has ever deploy a case sensitive database for their Acumatica instance and if yes how do you go about it.Thanks!

I have this code that was working fine on a production instance, but doesn’t work now that I am working on it from a development instance. The goal is to have specific lines that were manually added to a count receive a default expiration date of 1/1/2000. I have a method in a different code file that looks through every line in INPIDetail and uses a BQL query to assign the correct expiration dates.The validation code works fine, but I can’t seem to duplicate the success of the default date assignment code despite changing event handlers, conditional checks etc.The reason I’m doing this is to avoid an issue where when adding an expiring item to a count, it immediately wipes the entire count after entering the lot number and using OK, because it thinks the expiration date is missing, requiring the user to re-enter PI number and location to continue.Here is my code so far:using System;using System.Collections;using System.Collections.Generic;using System.Threading;using PX.Data;using PX.

Hi,I need track the COGS and Sales for a specific customer . I was looking for a way to set up the COGS and sales account to be picked based on this specific customer.This seems  not possible with the available options and I identified one issue which is if we have set up the posting class to pick the sales account by the inventory and also we have a different sales account in the customer’s GL accounts, the system always picks the account from the Inventory ID. How can I set the priority to pick the account entered in the customer rather than picking it from inventory ID?Further, I can check the sales for the specific customer in the sales account, since in the account details customer is available. I can filter and see. But in the COGS account, the business account is not available. I will be able to create a GI to connect and show the customer for COGS transactions but Do you see any other options to see the COGS for a specific customer?Thank You,Dulanjana 

I am looking to have the option to bring invoices in through AP Document recognition and have one line on the detail instead of multiple lines.  Can someone help me with this?

I see at least one other post about this version but it is marked as solved.  I downloaded the version listed under 2025 R1 SP 1.  The Esign integration version is listed as 25.101.0.  This project fails to publish.  It validates then after nearly an hour it eventually fails to publish.   Where can I find more information on why it failed?  How it this integration supported.  We are getting ready to go live and I was told by my rep this integration was something Acumatica provided.  It appears to be more of a community project than an Acumatica feature. 

We are new to Acumatica and are using Time & Expense for our Expense Vouchers.  We have employees that drive fleet vehicles.  Is there an easy way for the Fleet drivers to record their business miles driven along with any personal miles driven?