Discussion Forums

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?

Hello all,I have been able to add an image as a watermark, Acumatica logo, to the Sales Invoice form, which shows in the HTML view as seen below. However, when I switch to the PDF view the watermark disappears as seen below. Also, exporting to PDF or emailing, via the SEND action from this screen the resulting PDF file does not show the watermark. What do I need to do make the watermark appear in the in both the views and on the PDF files? Below is the setting I have used in the Report Designer. 

Dennis Henry, ControllerI recently migrated from Sage 500 To Acumatica and we installed the SalesOrderTypeDefaultReasonCode module from github. Adding default reason code by sales order enables you to set default sales and sub GLs when a reason code is for each sales order.  For example all of our sales service reps orders use the CSRSO which sets a default sales gl account and default sales sub account to 40010 and 11 respectively.PROBLEM: Most sales orders with their associated reason codes work just fine. However in some instances the system appears to ignore the reason code defaults.  And it most cases it completely ignores the reason codes’ sub defaults.  See attached images 1-5.  Any assistance would be appreciated. I created an issue on github weeks ago but no answer.Order Type = SO - SSR- Use Sales Account From: Reason Code- Combine Sales Sub. From: RRRRRRRRRR Reason Code =  CSRS0- Usage: Sales- Sales Account: 40010 - Sales SSR- Sales Sub: 11 - Sales, SSRSales Order = SO0005296

Hello, There is an issue with several older fixed asset transactions that are in Unposted status, and I’m curious if anyone knows why they are unposted and how to get them to post.  Also, there is another one that is in balanced status and returns the following error when trying to release:  Any tips or advice is greatly appreciated!

Is there a way to add a custom Command Parameter to a modern UI button that gets passed to the PXAction like you were able to do in the classic UI?

We have missed some months for revaluation and had done some mistakes when revaluating some months from April 2025 to Current. Now we want to do the revalaution again from April 2025( Financial Period 01 - 2025) to November 2025.Can we do the revaluation again from April 2025 to Current?Would that override that the past revaluations and the correct data from new revaluations to the system?If we are doing the revalutions can we use the exchange rates for those specific months when running the revaluation or do we have to use the echange rate as of now ? ( November 2025)we want to this for AP/AR & GL. Can this be done ?

I need a help creating an import scenario for service contracts. We have a custom screen where attributes are defined in Table 1. I want to upload corresponding records into Table 2, which is dependent on Table 1.For example: Table 1 contains groups such as Group 1, Group 2, Group 3. Table 2 contains equipment entries such as Equipment 1, Equipment 2, Equipment 3. The requirement is to upload data into Table 2 using an import scenario so that: When Group 1 is selected in Table 1, Equipment 2 details are displayed in Table 2. When Group 2 is selected, Equipment 1 details are shown, and so on. Please help me design an import scenario to achieve this setup.

I’m implementing an integration between Acumatica and a Next.js application. The goal is to automatically create a Project, Project Task, and multiple Project Budget records based on data stored in the Next.js app.The challenge I’m facing is related to the large volume of budget lines — each project can have thousands of budget items. Using the built-in REST API would require sending thousands of individual requests (one per budget line), which is both inefficient and prone to network or timeout issues. Missing even a few budget items is not acceptable in this scenario.To address this, I’m exploring a solution that allows batch creation of multiple Project Budget records in a single operation (or at least in smaller batches). My plan is to build a customization project in Acumatica that exposes a custom endpoint designed specifically for this use case.This endpoint would accept a list of budget items (via JSON) and create them all in one go using a PXGraph or a similar mechanism within

Hi all,I’ve been using Marketing Lists lately and running into some strange behavior, specifically two things:I have a dynamic marketing list containing two contacts that are unsubscribed. When I set filter on “Subscribed” field to False, it shows no contacts (screenshot below), but there are in fact two unsubscribed. Thoughts?   When I use the list in a campaign, it includes the unsubscribed contacts as members of the campaign. When I send a mass email from the campaign, it generates emails for these two contacts. Seems like it should exclude them?

How to make the quantity in the printed form blank when the quantity in transaction is 0 and show qty if transaction has quantity? Currently, it is not visible. If I make it visible, it is going to show quantity for all transactions even with quantity 0.00.Can someone please guide me? Below is my expression: Sample transaction ran from Project Billing: 

Is there a way to ensure that sequential Business Events both trigger?I have 1 Business Event that creates an Issue document (when a Transfer is released), then when the Issue is released, a Business Event creates a Receipt document.The issue I’m having is that they both work when run on their own, but when I try to get them to run sequentially, the 2nd Business Event does not trigger.

We recently upgraded from 23R1 to 25R1.  A sidepanel added in 24R1 is something we’ve been looking forward to--the new “Related Return Documents” in Sales Orders.Unfortunately only our Admin role seems to have access to the sidepanel.  When I look at roles like our SO Clerk and drill down to Sales Orders, Sales Orders, Sales Order (where the sidepanel security lives), it shows that security is inherited.  If I open a user in that role in the “Access Rights by User” screen and drill down, the specific security listed for that sidepanel is “Edit”.  My guess is that either the change from implied Granted security (which was the way 23R1 worked) to Implied Revoked security is causing this, or there may be an actual “Related Return Documents” screen (like with the Stock Items sidepanels) that I need to grant access to.  I’m hoping to grant everyone in the company access to this sidepanel--all of our users have at least View access to the Sales Orders screen.

I’m looking for a way to easily show which user picked and packed a shipment--ideally without enabling Audit History for non-administrator user roles.We’d like to track both who picked and packed each shipment. Is there a way to expose that information through a GI or report, perhaps by referencing system fields or tables that store user IDs tied to those actions?If anyone has done this (or knows which tables or fields contain that data), I’d really appreciate any pointers.

I’m trying to create a GI that will show all five lines of a Sales Order using joins based on line numbers. However, Line Numbers (or Sort Order) don’t follow a sequential order, so I can’t filter based on 1,2,3,ect. I tried the following join, but this only results in the first value working correctly, and the rest being the same part repeated over and over again (and its not even the second part in the list.) Is there some way to fix these joins so that they work correctly? (See attached GI)  

The existence of the total aggregate column in setting up a GI implies the existence of standard methods for creating a footer in a PXGrid.   This is further supported by the existence of markup for the Footer of a PXGridColumn, such as the following being valid markup:                <Layout FooterVisible="True" />                    <px:PXGridColumn DataField="SalesAmount" Width="95">                        <Footer SummaryType="Sum"></Footer>                    </px:PXGridColumn>However, I can’t find any reliable documentation of how to leverage the GI technique in a custom page, and other questions/answers relating to this topic don’t on close inspection actually answer the topic.  For example, one of the threads suggests a solution of instead of modifying the footer to add a dummy row for the subtotal to the end of the result set - a solution that isn’t applicable to the large result sets I’m dealing with.Can someone suggest if there is a way to replic

I’m trying to create an import scenario to amend customer default payment method. I’ve tried using the billing tab and amending there as well as on the payment methods tab but neither working. Can anyone assist please?The payment method does already exist. 

Hello,Looking to initiate approval maps for AP and PO’s under certain conditions.Documentation indicates that a notification will be sent, but I don’t see how I link the notification template to the approval rule?   Do I set up a notification template like this then Acumatica sends an email every time any document is created that needs approval? 

I am trying to install Acumatica 2025 R2 (also tried R1) on to a fresh Windows 2022 server in AWS with a MySQL 8.0.43 RDS instance for the DB. When I deploy a new instance the installer starts then the dialog just disappears. I have verified MySQL is accessible to the EC2 instance. I get the following events logged when I try any insight would be helpful: Application: AcumaticaConfig.exeFramework Version: v4.0.30319Description: The process was terminated due to an unhandled exception.Exception Info: MySqlConnector.MySqlException   at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()   at MySqlConnector.Core.ResultSet+<ReadResultSetHeaderAsync>d__2.MoveNext()   at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()   at MySqlConnector.MySqlDataReader.ActivateResultSet(System.Threading.CancellationToken)   at MySqlConnector.MySqlDataReader+<CreateAsync>d__97.MoveNext()   at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()   at System.Runt

Is there (will there be) a customization package for Docusign/E-Sign functionality for Acumatica 25R1? The last available package is from a few months ago and errors out if you attempt to publish it to a 25R1 temporary sandbox. Thanks in advance if someone can direct me further on this. We have several clients using the functionality that want to migrate.

Our sales department is required to visit all their customers every quarter to check on how they are doing and see if they need anything. The salesperson creates a trip report on who he or she visited, what topics were discussed, any quotes or orders, and if there are any other changes for the customer.We currently don’t use Acumatica for any of this process but would like to implement so there is internal tracking on when a visit is due, the details of the trip, and quotes or other opportunities the on-site visit might have achieved. We need show up as a required event for all customers and to reoccur every quarter. This is not a contract, just something we want our salespeople to practice as a routine.Is there a way already designed to set up a recurring task and to track when these are due/overdue throughout the year, every year?I’ve been trying to read up on activities, tasks, leads, and opportunities, but I didn’t notice anywhere that I could select that the event never ends.

Hello everyone,does anyone know how I can move the position directly to the second page instead of splitting it across two pages?The "keep together" option is set to true,and both "can split" and "can shrink" are set to false, but it still splits.  Does anyone have any idea?Best regardspantea