Discussion Forums

Hi,I would like to know a method to reserve and request raw material inventory from the Raw Material Stores under the following two scenarios: When the Manufacturing module is not enabled When the Manufacturing module is enabled, and production orders are raised against specific Sales Orders In both cases, users are required to request raw materials from the stores for specific lot or batch numbers allocated to a particular Sales Order. Once the inventory is allocated, it must be reserved and restricted from being issued to any other order.Could you please advise whether there is a standard process or recommended method in Acumatica to handle this scenarioThank you in advance 

I am trying to add the Barcode Scan function to the Mobile App, specifically on the Inventory ID line, in the Details tab.I was able to find two posts related to this, one with an “answer” but I wasn’t able to get it to work in my customization.Related Posts:Use of barcode scanner on the mobile app for Sales Order creation which reference Barcode button in mobile appCode I believe should work:update screen SO301000 { update container "Details" { Update group "LineInventoryId

If i enter a Sales order for lets say QTY-10 of any item, mark it for PO, create a (non-dropship) purchase order, lower the QTY on the purchase order to 5. (lets say the vendor does not have the full amount)..i would think that i would see another line in the “Create Purchase Orders” screen for the remaining 5.. but nothing shows up… In order to make it show up i need to go back to the SO, Lower the QTY to 5, raise back to 10, and then i get the other 5 to show up in the CPO’s screen..Anyone know why this is? Seems like a bug.

Hey all —Before we had a solid handle on how landed costs worked in Acumatica, we used to just enter those charges (like freight, duty, etc.) directly onto AP bills as non-stock items. The issue is, that didn’t update the actual cost of the stock items.Now that we do understand how landed costs work, we’d love to go back and properly incorporate them into the cost of those items.My first thought was to create debit adjustments for those AP bills (where the fees were added as line items), then create actual landed cost docs tied to the original purchase receipts and pay them with the debit adjustments. But after testing, it doesn’t look like that method actually updates the item cost the way we need.Has anyone found a good workaround for applying landed costs to POs/bills that are already completed and paid? Would love to hear what’s worked for you. Thanks!

We have developed a very powerful Approval Workflow that works on over 20 of Acumatica’s most used screens. Unlike other Approvals Workflows in the market that mostly manage AP Invoices, this workflow basically works on any screen that has Approval Map in Acumatica.Some of the benefits of this advance workflow are:The workflow allows to define multiple Approval Classes and Approval Routes.The workflow allows to Approve, Reject, Route, Skip and Complete any given document based on the permissions. Users who are part of the Approval Admin Role, can override the step.Approval chain can be set up at master record levels in combination with the Acumatica’s built in functionalities and used in transactional approval. For example if you are a construction company, you can setup your approvers on the projects and then use them for example in AP bills or subcontracts.,.. we support up to 10 level of Approvals at master record levels but can be increased if needed.

Hello,I'm looking for some assistance/advice. I'm fairly new to Acumatica development but I've been doing development work against the Sage accounting system for a number of years. I've followed the Acumatica development training courses and have delivered a few development solutions to our customers so far. Though they were fairly simple solutions they are seen as a big step forward for our company and we want to build on the experience and work on larger projects. However, I'm finding that development with Acumatica is proving to be very, very time consuming because when I recompile a dll in visual studio there is a long delay before the pages in Acumatica refresh. The compiling action is visual studio is very fast but the Acumatica refresh is extremely slow. I'm often waiting over 3 minutes for the pages to refresh. If I need to update an aspx page then the solution becomes worse, by the time I've applied the changes via the customization page and waited for the Acu

Good morning all.  I am having a moment and can't for the life of me work out what I am doing.I have payments that were taken out of our bank account last week and of course now appear in my bank feed.  The invoices are now in MYOB so I need to allocate the payment to the invoice.Do I go through the whole process to "pay the invoice" including export etc.  Or is there another way.  I really need help with this ASAP as of course it is EOM and I need to have my bank feed correct.  Just really can't remember the process it has been that long…...thanks so much in advance. E

I am trying to get Anomaly detection to work in a 25R1 sandbox and it is turned on in the enable/disables features screen as seen in the screenshot but on the generic inquiry screen there is no checkbox that says “detect anomalies” where it should be based on a video I watched from Acumatica. What am I missing here?

On the MRP side, is there any table where consolidated demand information is stored? We have a client who wants to include parent demand details in the Purchase Order. However, since demand gets consolidated during the MRP process, it may not be possible to retain or link specific parent demand information at the PO level. I'm trying to find out if the system stores any consolidated demand data that we can reference.

We've noticed that after switching to Modern UI, the GetDataForPaymentForm function in PX.CCProcessingBase.Interfaces.V2 doesn't correctly pop up the managed page. Does this mean it's unsupported? Or do I need to develop a managed UI page in a ts file?

I was testing the Login endpoint in ScriptBasic with cURL and I’m seeing duplicate Set-Cookie: headers returned. Can someone in the development group check to see if they are sending dups? C:\Acumatica>sbc login.sbHTTP/1.1 204 No ContentCache-Control: privateSet-Cookie: ASP.NET_SessionId=fzij23u0gpn1ytgyppfvk5re; path=/; HttpOnly; SameSite=LaxSet-Cookie: UserBranch=16; path=/Set-Cookie: Locale=Culture=en-US&TimeZone=GMTM0800A; expires=Fri, 01-Aug-2025 03:44:56 GMT; path=/Set-Cookie: CompanyID=Demo; expires=Fri, 01-Aug-2025 03:44:56 GMT; path=/Set-Cookie: .ASPXAUTH=3E6A8CF7C56FAF5905F956EE5ABB7B17872218E74715D89CB07F22DB2F7FFC7D3DE46736133B9E1A9BFC40CD97D90287B59FCA47ABBEBA08EA1AEABE8B087BB07B41920C18FA22437784124D3FEF3092B636BFB4343575ED04610B1553C710A56C20661E011FCF4F9B31F3D0ECC9D4AFE14B125D1CDFF22CD34BEB30E019593E81EC0885; path=/; HttpOnlySet-Cookie: ASP.NET_SessionId=fzij23u0gpn

I have two questions regarding Acumatica platform capabilities:1) Is it possible to create a new tab (option) in the global search modal (the search popup)? If so, could you please share the recommended approach for adding a custom tab (e.g., "Test Search") alongside the existing options like "Menu Items," "Profiles," and "Help"?2) How can we retrieve all the data available under Wiki Help through APIs? Is there a standard endpoint available for accessing Wiki or Help documentation content? If not, do we need to create a custom web service endpoint to expose Wiki-related DACs? Kindly advise which DACs (e.g., WikiPage, WikiArticle, etc.) should be included and any guidelines on securely exposing this data.Looking forward to your answers. ​@everyone 

I have a client in singapore, there base currency is USD , however they want to submit taxes returns in SGD, there for GST report and Invoice Prints should indicate the SGD value.Example : Transaction in EUR converted to base currency USD ( Standard) and should be converted to SGD for Tax purposes.is this possible in acumatica?

Hi all,I have a client going live on Acumatica soon, and who wants to start using replenishment demand forecast models from day 1. Are there any information out there on importing sales history that will impact the replenishment calculations without impacting inventory o financials? Regards.  

I’m working with a client that has four standalone entities under one Acumatica tenant — two using USD as their base currency and two using CAD. After enabling multiple base currencies, the inter-branch account mapping is no longer functioning.Is there a recommended workaround for processing transactions between companies with different base currencies? This is important as the client will have significant intercompany activity across all entities.Would it be more practical to disable multiple base currencies and instead use multi-currency functionality only, then apply translation definitions for financial reporting in each company’s base currency?Please let me know if Acumatica currently offers a script or another built-in solution, or if customization would be the only option.Thanks,Frances   

hI!Does anybody know why I cant create a new row in the GL RECURRING TRANSACTION (GL203500)screen using import scenario attached? Another ‘strange thing’ is that when I selected the DAC of Batch List, it says it doesnt exist :( I dont know if that is affecting the import scenarios. Thanks!!

Is it possible to use paste from template on mobile app?

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share Tara Hodgkins - Acumatica Community Featured Member for July 2025Meet Tara Hodgkins our Acumatica Community Featured Member for July 2025. It’s great to have you as part of the Acumatica Community ​@Tara Hodgkins! 

We often work for General or Electrical Contractors, who are not tax exempt. However, the project we are working on may be tax exempt. Since we use Avalara, the Project Revenue Tax Zone must be AVATAX—but there doesn’t appear to be an Entity Usage Type field to communicate to AVATAX that the project is exempt because it's a hospital, school, etc. The exemption type is important in completing tax returns for several states we work in, but as far as I can tell there is no such field in Projects!How do we set up the Project so that Avatax knows 1) the project is exempt and 2) the type of exemption (entity usage type in Customer). We can’t just add the Entity Usage Type to the GC/EC account, because we may be doing one project at a school and another at a federal building, both billed to the same GC/EC. It really needs to be specific to the project. Having to remember to modify the Project Billing invoice before posting is a hassle, so would love it if I’ve just missed som

In 2020 R1, there were some screens (i.e. Customer Details, Inventory Allocation) where the results grid sorted ascending (oldest date first).  Acumatica changed this in 2021 R1 to sort descending.  Below is a snippit from the ARDocumentEnq graph where the code that was changed and I cant figure out a way to override the PXSelectOrderBy statement.  The Documents view is what is feeding the grid data.  I know the simplest thing to do is to resort the grid by clicking on the header, but our users have not had to do this for so long that they asked to see if there was a way to override this.  Can anyone let me know if you know how to get past this.Thanks Everyone #region Selects        public PXFilter<ARDocumentFilter> Filter;        [PXFilterable]        public PXSelectOrderBy<ARDocumentResult,

I am attempting to import locations into one of our warehouses.  It is only allowing 10 characters for location ID but I was told 30 characters are available.  Where do I go to increase characters to allow all 30?

!--startfragment>ScenarioWe have two screens: the Case screen and the Service Order screen. The goal is to carry over specific field values—Unit and Property—from the Case screen to the Service Order screen.On the Case screen, these fields are implemented as selectors. When a user clicks either the “Create Service Order” or “View Service Order” action, the Service Order screen opens.To reflect the same data in the Service Order screen, we’ve added corresponding fields for Unit and Property as read-only text boxes. However, these fields are currently not displaying the values as expected.I suspect we’re close, but something—likely a missing linkage or binding—is preventing the data from flowing properly (I am new to Acumatica). Here's the code I've implemented so far.  Can anyone help me here ? !--endfragment>  public class FSServiceOrderExt : PXC

Does anyone know how to put multiple dates on bills for payments? Say there is a bill for $800, it needs broken into 2 dates July 30 for $350 and September 1 for $450. I tried with credit terms installments but it does not break the bill out. 

Been working in Acumatica for about a year now, helping with setup and keeping processes moving. I’m at the point where I’d really like to connect with other users in Arizona, preferably around the Phoenix metro area.I’m trying to dig deeper into what Acumatica can do, and I’d love to have a few local contacts to bounce ideas off of. Thinking about something as simple as grabbing coffee or lunch and just talking shop.Might sound a little odd, but if you’re an Acumatica user in the area and want to compare notes, share lessons learned, or talk through best practices, I’d be glad to connect.