Discussion Forums

Hi AllI’m trying to figure out how to modify the SO643000 (Invoice / Memo) report template to immediately show ‘Copy’ after the first invoice has been printed. Currently, I have a field that says ‘Invoice Reprint’ with a visible expression of =[ARInvoice.DocDate]<>Today()This works well for next day and after reprints. But now it’s needed for same day reprints.Not too sure on how to proceed with it. Thanks in advance.Amit

Hi ,I have set up Google Workspace for email in Acumatica. I’m required to log in several times a day, otherwise emails sharing getting failed. I noticed that there is an expiry set on the Authentication token under the external applications. How can I extend this expiration or set this not to expire?Thank You,Dulanjana

While create an external application with google account. Expiry date is automatically default to Current date. How to change the expiry date of an email account.  

Has anyone had success using the Acumatica add-in with Outlook web version? It works great in the desktop Outlook, but haven’t had success in web version. A year ago I installed it and signed in, but could never get it to do anything. Now when reinstalling I can’t even sign in, just spins. The company I’m assisting has many employees that don’t have license to have Outlook installed, so they use web. Any insight appreciated!  

I create new report and change default report, and add by Report designer->Save report to the server. 

       Can Acumatica support the overlap display of two trend line graphs? Or more specifically, is there a way to achieve the following effect: displaying two lines of different colors on a single graph. Line 1 represents the monthly sales data of 2024, and Line 2 represents the monthly sales data of 2025.    Like below, I already have 2 separate graphs, can it be shown on 1? 

What are the numbering rules so that changes are not lost when updating acumatica version ? 

Is it possible to export the commodity Code to the shopify store?It is the shopify plus store. What is the correct external object and external field for that information? 

     Hello,I have set up a report. When the user selects an inventory ID or item class, it will return results like: item ID and its picture. It’s similar to a sales catalog.     But now, the user has a new need: they want to be able to input several inventory IDs (which might belong to different item classes) and still get the same report.      Can this be done?  Or do we have multiple inventory selectors?

Hi Everyone,I need your help with something. Has anyone here worked on the AR Batch Payments Export scenario before? If so, could you please share the Export Scenario file or any related details that might help me set it up?I’d really appreciate your assistance.Thanks in advance!

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 Acumatica Community Webinar - Acumatica × Power Automate: Export Cases and ActivitiesAcumatica × Power Automate: Export Cases and Activities (with JSON parsing)Learn a fast, repeatable way to pull Acumatica Cases and their Activities into Excel using Power Automate. We’ll cover creating a connected app (client ID/secret), getting the access token, calling the Default endpoint with expand=Activities, and parsing the JSON into tidy rows. Perfect for support analytics, SLA tracking, and activity auditing—no custom code required. Presented by Yuriy Zaletskyy  | CTO, Co-Founder, AcuPower | Acumatica MVPRSVP HERE Valentina Diaz - Acumatica Community Featured Member for Octobe

Yesterday, we had severe performance issues due to multiple running processes on a single user (import orders) that didn’t stop until we manually killed the processes:Here’s the task that I want to implement on processes that have run longer than a minute or two:Is there anything I can call in the RESTAPI to achieve this? Thanks,Brian

Hello, I am receiving the following error when trying to create an AP Bill from a Subcontract.The subcontract is open, not complete.   “PO Error: There are no lines in this document that may be entered in AP Bill Document directly”

I am unable to alter the default GL account for line items in a QUOT order type. If i then copy and paste this over to a new order type obviously it stays the same account number. I need the account number to match to the mapped GL for the inventory ID. Does anyone know how to fix this or have any experience with this. I want it to default to Sales account from inventory item not from the customer info.   

Hi,  I’m running into an issue, where on Shopify Avalara will charge a “special tax”, but Acumatica doesn’t recognize it.  Screenshot from Shopify​​​​​​ 

Hi All,I am trying to build an import scenario that will create external user login (Guest accounts) for all of the contacts for each customer record.  I have a user type “unrestricted external user” and it has a linked entity to the contact record.I have created my EXCEL/CSV data provider with the Account ID, associated contacts with their email address, and the contact id (I attached some sample data that I scrubbed with fake data).When I try to execute it, I get an error...4 items have not been processed successfully. View name: UserList.I really have no clue on how to do this lol. Can anyone help me?  I have about 1500 accounts to make in just a couple of days and am totally stuck.Thank you!  

Hi Acumatica CommunityIs this possible in Acumatica Dashboards. 

I need to have an import scenario that records the payment and applies the payment to the related invoice or invoices.  I started using the one included but I am getting the error:The system failed to commit the adjustment rows.Here is a screenshot of the application section of my import. Any help would be appreciated.Thanks...coleen

Hello - I am trying to create a Project Balance GI and link in the PO associated for each transaction line, but it seems to just create duplicate lines. Below are the tables I have joined now that seem to work. Does anyone know how I can also pull in PO without having it duplicate?  

I am trying to import a SO with multiple lines. Currently the SO is being created with the multiple lines. However, if I have more than 1 SO on the CSV file to import, the import puts all the lines on one SO instead of each SO having their own lines. There was a suggestion to use 1,2,3 to enable the import to create individual SOs with the lines for each, However, I am doing that, but all the lines are still being created on one SO. See the attached Import Scenario and CSV file. What do I need to change to fix this issue? 

Can someone tell me (with certainty) if PXGraph contains a property to indicate that it is being currently used by the e-commerce sync?

Hey Guys, Whats a low code way to prevent save unless CuryPremiumFreightCost > 0 where an SO or QT order type CuryVatTaxableTotal >$5000. Cheers,

Hi all I am having an issue with visibility of “customer status” in the customer GI under receivables. see the screenshot below. I get the following error which does not make sense because I am an ADMIN user role in the system.  This field will not be displayed for the current user because the user has insufficient access rights or the required feature is disabled.

I created an import to load data into the Payments and Applications screen, Documents to Apply tab. When running the import, it fails with the error: “Value cannot be null. Parameter name: row.” Please advise on the cause and required fix.My Settings:using PX.Data;using PX.Objects.AR;using ARAdjust = PX.Objects.AR.ARAdjust;using ARPayment = PX.Objects.AR.ARPayment;namespace import1.GraphExt{    public class ARPaymentEntryExt : PXGraphExtension<ARPaymentEntry>    {        [PXImport(typeof(ARPayment))]        public PXSelect<            ARAdjust,            Where<                ARAdjust.adjgDocType, Equal<Current<ARPayment.docType>>,                And<ARAdjust.adjgRefNbr, Equal<Current<ARPayment.refNbr>>>>,            OrderBy<Asc<ARAdjust.released, Asc<ARAdjust.adjdRefNbr>>>> Adjustments;     }}  

​@dgodsill7348 posted this wonderful Idea in the community.  Extend Prepayment Invoice Capabilkity to no VAT clients. | CommunityWe all appreciate all of the effort that goes into the constant evolution of the platform.  I can tell you that after 15 years of deploying Acumatica, I’ve seen countless wonderful improvements to the platform. With that said, can someone on Distribution product side clarify why it’s necessary to enable VAT tax if a client wants to generate Prepayment Invoices?  This seems like a no-brainer feature that a lot of manufacturers and distrubutors want; especially those in the ETO space. This goes beyond credit term management, and Advance Revenue management is likely too heavy of a lift for accessing such a feature (probably ill suited as well).  There are other solutions less capable than Acumatica that supports this.  I’m working with a client presently whose legacy platform that not only supports prepayment invoices, but also allows for order-specific payment