Discussion Forums

All,We’re SaaS 24R2. I spun up a localhost to create a custom snapshot. I modified a snapshot here:D:\Acumatica ERP\Files\App_Data\SnapshotConfigsSo far, so good. The plan is to create a local customization package that can piggyback this custom .esc file into our SaaS.When I go to files, I can’t see my new .esc snapshot config. When I click Detect Modified Files, I see no new or modified files (I also modified a default .esc to see if modification would be detected).I’ve saved the .esc as both ANSI and UTF-8, and have restarted Acumatica a few times.Any idea of what I’m doing wrong? Is this even possible? Thanks! See screenshots. :) 

        We are long-time users of Acumatica. Users have gotten used to the Dark theme style of print forms in the past. After we upgraded to 24R2, one of the print forms started throwing an error, and I don’t know how to fix it. The only way to make printing work normally was to delete the customized version and enable the default version—but this uses the Light theme style, and our clients still prefer the previous Dark theme style.    Is there a way to switch themes quickly? Or do we have to manually modify the styles one by one?

We are currently testing the new B2B features of 23R2.In Shopify, using the “Payment Due Later” checkbox and setting Payment Terms doesn’t seem to matter when the order is pulled into Acumatica. The order will sync with Payment attached as a Check & the Financial terms set to Prepayment- see below. Is this the expected behavior? $0.00 paid by customer, Terms set to Net 30: Order in Acumatica with terms shown as Prepayment: Order in Acumatica with full Payment applied:

Hi there, We just updated our Acumatica version and I’m trying to figure out what the “Project group” is for in the Projects screen. I can’t find anything in Acumatica Resources. Could you let me know how we should use it please? Thank you!   

I recently upgraded my work PC and downloaded Report Designer first thing after receiving it- we are utilizing SaaS, not a local instance. Every since getting the new laptop, I cannot open reports from Server in Report Designer, despite using the exact credentials that I used before. I am truly at a loss and cannot figure out what is wrong. Any help would be appreciated! I am getting the following error: “Authentication failed. The user with the given login and password was not found in the system.” For URL, I still use https://xxx.acumatica.comFor Username I use login@Tenant NamePassword is simply the password.  I have even attempted to cr

I just upgraded from 23R2 to 24R2.. In 23R2, the employer contribtuion did not calculate correctly but I was able to do an ajdustment for that after the paycheck was released (which wasn’t a big deal).. However, now that I have upgraded, I have 3 employees who all have the following in common:participate in the SIMPLE IRA (3% employer match) Have medical, dental, and vision insurance withheld from their paychecks Have IRA amounts that do not match and are also not the correct (3%) amountsOur Medical, Dental, and Vision insurance are a SECTION125 Cafeteria plan. How do i get the IRA deductions and benefits to calculate correctly?Do i have to change some settings on the codes? Any help would be greatly appreciated! Below are the screenshots of the settings i have..

I’m working with a customer who is setting up a fairly lengthy configurator for their industrial product. He discovered that if he missed an option for one of the features, and then adds it in under the Features form, that it will not pull this new option into the selection set within the maintenance for his configuration. He ends up having to delete the feature, and then add it back in and recreate all the rules associated with that feature. I did see that you can export options and rules, then import them again when you recreate which should help the situation.Has anyone else noticed this, and is there any other way to update the feature without having to remove it from the configuration. I tried using the refresh tool and that didn’t appear to pull in the new option. Thanks in advance for any assistance or suggestions.

Hi, Good morning.  I was wondering if the deductions and benefits being set in the Union local can be link to the employee payroll record in the Deductions and Benefits tab.  Thank you for your help. 

I have an import scenario for projects and it is erroring on “Country” cannot be empty. I have tried several settings on the Address fields, including the following setting and it will not allow the import. It is requiring the project address country to be filled in. I have also tried using the CountryId=US On the task setup, if there is one task for each project what is the best way to add that task to every project created?

I love that there is now an option to adjust for PTO adjustments that is separate from Paychecks and Adjustments screen. However, I just entered a bunch of carryover adjustments, and it does not update to the user profile screen under the Dashboard. Is this a glitch? Something that will need to be updated by Acumatica to reflect real time PTO balances? It appears that they reference numbers that I see are related to PTO adjustment are not being reflected in the User Profile screen. Any ideas? 

Is there a way to title box 14 to read FAMLI when showing on the W2? It’s showing as box 14 other right now.

Has anyone enabled staff to purchase additional leave through payroll?

We have an employee that was on leave for a few months and is now back and I need to create a new time card for this week.  When I go into Time and Expenses, and Employee Time Cards and pick this employee, it only allows me to create the next time card after the employee went on leave.  Surely I do not have to create each time card individually until I get to this week?  

The PTO bank accrues the hours correctly; however, I am trying to configure the system to also accrue the amounts and create the corresponding entry in Journal Transactions.  Does anybody have a suggestion on how to do this?  

Acumatica will only allow us to add 10 payment methods per customer. This is an issue as some customers have more than 10. All of them are not active, but even if a payment method is inactive, it cannot be deleted if it was used on an invoice.

For some reason our RefreshToken is always expiring after 24 hours. Regardless of what we set in Connected Applications settings. We are using Resource Owner Password Credentials and RefreshToken is set to Absolute expiration 30 days. Our Acumatica version is: 2024R1 and installed locally. Any help is much appreciated

hi!we have a prospect who’s current POS system is lightspeed POS and they are looking to make the switch to acumatica.  I was wondering if anyone else has any clients who use lightspeed pos and was able to successfully integrate with acumatica. I would love to hear your experience and what challenges you faced.  

Hello community, We have developed a native integration for the e-signature provider SignNow. At the moment we have feature parity with the existing eSign plugin, but our plan is to add more features in the future based on users’ feedback. Please feel free to share your feature requests here. We will also be at the upcoming Acumatica Summit 2025 (SignNow / airSlate booth). Feel free to pop by and chat with us directly. For more information on the plugin you can get in touch with us via: https://www.signnow.com/integrations/acumatica-cloud-erp https://www.sleekcode.dev/#products Thanks, DISCLAIMER: I am the owner of SC SLEEK CODE LTD, the developer of the plugi

Hello, We have recently started using Shopify for both ecommerce and point of sale. We have several products that we want to ONLY sell at the POS and not online. It is my understanding that the Export to External check box is what syncs the products over to Shopify, and then the Visibility is what has it show up on the sales channels within Shopify. Our Store Default is Visible and Set as Available (Track Qty).   When the product syncs over with this format, it becomes available on all sales channels. We have manually (using bulk edit within Shopify) removed products from certain channels, like the website. However, we have noticed that when a product resyncs, since the visibility is set to Visible, it turns the product back on for all channels. Is there something within Acumatica w

We are trying to  Extended DAC Fields in the Customers screen GL accounts tab classic to Modern UI .DAC has 1 extended fields need to display it in the modern UI Customers screen GL accounts tab.  tried with below code, Unable to see fields in Modern UI, below screenshot red marked field need to display it in the modern UI Customers screen GL accounts tab. DAC Typescript import { AR303000, Customer2 } from "src/screens/AR/AR303000/AR303000";import { PXFieldState, PXFieldOptions } from "client-controls";export interface GLAccount_customfields extends Customer2 {    UsrPSOCogsSubID?: PXFiel

We are trying to  Extended DAC Fields in the Ship via Code screen Details tab section classic to Modern UI .DAC has 2 extended fields need to display it in the modern UI Ship via Code.  tried with below code, Unable to see fields in Modern UI, below screenshot red marked field need to display it in the modern UI Ship via Code  screen Details tab section. here am sharing the DAC And Modern UI TS and html filesDACTypescript import { PXFieldState, PXFieldOptions, PXView } from "client-controls";import { Carrier2 } from "../CS207500";export interface Details_customfields extends Carrier2 { }export class Details_customfields {

I have an attribute that we created a while back and until recently users were fine with having to go to the Attributes tab on the contacts screen to see the attribute and its value. I now have a request that seems simple enough, which is to make it so the attribute shows up at the top of the Contact screen right under Status. The attribute in question is a combo box attribute with some values that the user can select from. I open the customization project for the screen in question (302000) and go to the Add Data Fields and I can see the Attribute field in question under that All section. is isn’t visible in the Visible or Custom views.  Not if that is significant or not.  When I highlight the field and click the Create Controls button I get an error that says “No fields are selected” which is preventing me from adding it to the Fo

Please find the explanation below.When publishing the login image in a SaaS environment, if you encounter the error below, follow these steps to resolve it. SystemFile="True" should be specified only for the files that are originally present in the icons folder. The system is only able to replace the images present in original "Icons" folder but not add new images present in the customization project. For example-The Icons folder has 12 login_bg images. But the IconsCustomized has 15 images, so when we publish this package with SystemFile="True" , it gives the following error. Cannot backup the file Icons\login_bg11.JPG: Orig

Hello! We are required to import Sales Orders from the Shopify site, but we are not required to create Payments on Acumatica through Shopify and create payments manually at the end of the month comparing the statement. Will it be possible to import only the Sales Orders and will there be any impact on not importing the payments? Thank you in advance!Amanda

Hello Experts,      I described this problem in another post, but due to time constraints, I didn’t explain it clearly enough at the time.The goal was to quickly find a workaround at that time. Now that we have a workaround, I hope more experts can help identify the root cause. Below is a detailed description:Background:We recently upgraded from 2021r2 + Windows Server 2016 + SQL Server 2016 to 2024r2 + Windows Server 2022 + SQL Server 2022. The 2023r1 version appeared as an intermediate version during the upgrade process. Our site has 3 tenants, all using the exact same PO3020PL. Two tenants can normally display PO3020PL and load PO-Receipts for editing on the generic inquiry page(SM651700). One tenant encounters the foll