Discussion Forums

Just to preface, I am self-teaching on Import Scenarios for the most part, and I don’t have a lot of experience with them yet. This is around the third Import Scenario I have built from scratch, and it has one complicated part I am really having trouble getting right. Now on to the problem:I have some Stock Items that I want to make default a certain vendor. The vendor is already on the Stock Items, I just want to use Import Scenarios to check the default box for that specific vendor. There are multiple vendors on these items, so I need the Import Scenario to choose the line that vendor is already on and check that lines box for the default. I have set it up a ton of different ways, and I can get it to check the box, but it always checks the box on the first vendor in the list. Alternatively, the way I have it set up at the moment is giving an error about adding a duplicate line. Screen shots below. If any other info would help just let me know. Stock Item Vendor List: I have cut the e

Customer recently upgraded from 2024R1 to 2025R1.  In 2024R1 when a PO was created for a non stock item the PO Accrual account field was populated with the Expense account from the item.  The end result is that there is no posting to an accrual account - it washes through the expense account and the hits it again when the AP bill is produced.  This is how they want the system to work. After upgrading to 2025R1 all PO’s for non stock items are now populating the PO Accrual account from the PO Accrual account in the item instead of the Expense account.I did not set this up originally so I am not sure how it pulled the expense account in the first place so I can see what has changed since the upgrade.Has someone done this?  Thank you.

Hello Community,  I keep receiving an error when running an import to create AR payments. The error that is being displayed is “Customer Exceeded Days Past Due”. This is a warning now, so I’m surprise the system is not allowing us to complete the import. If I go to the Payments and Applications screen and enter the payment manually, it saves without any issues (I get the Days Past Due warning but it still allows me to save the payment). Any ideas? Thanks,Eric   

Hello,I am trying to create a report in Acumatica Report Designer where I need to first group records from one table, and only after the grouping, use the result to join with another table.Is it possible to implement this in Report Designer? Does Report Designer support virtual tables or nested tables that would allow such a workflow?Any guidance or examples would be greatly appreciated.Thank you!

Hello,We are using the Acumatica native BigCommerce connector, and we’ve noticed that several sales orders created directly in Acumatica have been pushed to our BigCommerce portal, creating corresponding sales records there.We want to stop this, meaning that no sales orders created in Acumatica should be exported to BigCommerce. BigCommerce should only receive orders that originate from the website.Is the sync direction the cause of this issue, since it is currently set to bidirectional?If so, why are only some Acumatica-created sales orders being exported to BigCommerce, and not all of them? We have screenshots of the import and export mappings available for review. 

Business Case:Business would like to be advised on the changes to a POLine.PromisedDate.Solution:Create a SQL view to extract the previous POLine.PromisedDate and the date it was amended. Surface the SQL View with a DAC and join to POline.Problem:Changes to fields are stored in AuditHistory.ModifiedFields, which is a nvarchar(max) datatype, and I’m having difficulty extracting the data with SQL.Has anyone else encountered this problem, and is there a more effective way to track date changes at a POLine item level?Thanks,Ewan.

Hi Everyone.I am looking at the user experience in Acumatica and I am looking at adding tooltips to the workspace items. Please point me in the right direction. Thanks in advance 

I have import scenario. When import have some error  

Hi guys, I created a report showing the invoices and credit memos. There is a total. I need the invoices to add and the credit memos to be subtracted.How do I show the values as negative in a report designer?

Cannot delete revision nor choose which revision from which to copy to a new revisionIn the product configurator module, I made a new revision (AF) on CFG0000030, but in doing so, I made a sizable error that I cannot easily undo. What I want to do is delete revision AF, go back to revision AE, and have that be the basis for yet another revision for the rest of the edits I need to make. However, the system does not allow me to delete revision AF. I can only inactivate it. If I do this, AF remains the basis for the new revision (call it ‘AG’). Is there anything I can do here?

Hello  I am trying to sync related products against template items between Acumatica and BigCommerce.  I am able to do this with non template items and it works as expected. For template items I have tried adding a related item to one of the SKU’s in the template item but it does not sync through. Is there a way to associate related products to template items please? Thanks  Matt

We have a Foundation that uses Fund Accounting. At the end of each year when we roll forward our balances to 1/1 we roll the contributions, interest and expenses into a fund account. We don’t show it as a JE just adjust the opening balances as of 1/1. See below for an example. Is there a way to do this in Acumatica?  

I am using the financial report writer to build a project P&L for my client. I am having trouble getting the project name to appear in the title since there does not seem to be a parameter available.In my column set, I have added:=@StartProject + ' - ' + THIS IS WHERE I WANT THE PROJECT DESCRIPTIONThe project code is an auto-numbered ID and without the name makes it difficult to identify the reports.Thank you in advance.

I have dialog, wich is have buttons in html and aspxHTML<qp-button id="buttonOK" caption="OK" state.bind="buttonOK" dialog-result="Cancel"></qp-button><qp-button id="ButtonCancel" caption="Cancel" state.bind="ButtonCancel" dialog-result="Cancel"></qp-button>and  <px:PXButton ID="ButtonOk" runat="server" Text="OK" CommandSourceID="ds" DialogResult="Cancel" CommandName="buttonOK"></px:PXButton>  <px:PXButton ID="ButtonCancel" runat="server" Text="Cancel" CommandSourceID="ds" DialogResult="Cancel" CommandName="ButtonCancel"></px:PXButton>also i have barcode field and added in aspx next code for Auto button press function Barcode_Initialize(ctrl) {    ctrl.element.addEventListener('keydown', function (e) {        if (e.keyCode === 13) { //Enter key            var barcode = px_alls['edBarcode'];            var buttonOk = px_alls['ButtonOk'];            e.preventDefault();            e.stopPropagation();            if (barcode.value != null) { 

Hi Team,Is it possible to enable “Copy & Paste Clipboard” option on Projects screen, Since Standard Acumatica only have Copy function which can Copy Project within same Tenant and Same company.I need to copy the Project based on below scenario.To a different Company in same Tenant To a different Company in different TenantPlease help me on this. Regards,Ramya

Hi, i want to import migration data for AP Bill but when i try it there’s an Error 'AP Subaccount' cannot be empty. Enter the document open balance to this box”.There is any mapping that i missing, i really confused about this, when i try to remove the reference number, the error becomes “The Save button is disabled” So. i decided to put it random number, but when i try to input the number, there is a new error, please take a look, you can see the picture bellow:  And i already input Account and Subaccount in excel, i already did it manually in Bill & Adj. Form to see the Account and Subaccount but Acumatica cannot read it ya? Please help me to solve about this, i really appreciated. ​​Thank you, i really appreciated for your solving.

Hi, i want to import an AP Bill in Acumatica use Import Scenario but when i try to import there is an error “The Save Button is disabled” i already looked up my mapping and following the same field order as the screen but i still don’t get it. Please take  a look of my mapping bellow:I really appreciate for your help, thank you😊    

Hello, I want to send email to specific customers when their Invoice is released.For this,1. I have changed the Email setting for customers in the Mailing and Printing tab. 2. Created a new email notification template which is linked with the SO64300 report. 3. Created a new GI which joins the ARInvoice and Customers table to store the required information. 4. Created a new business event of type Record Change which is triggered whenever a new record is inserted in the GI.  After several trial and error, the system is still not working. In conlusion, the business event is not firing. What could be the possible reasons for the business event not firing?

Hi I have a working customization on the sales order screen which automatically creates a new line with item “NON-RETURN FEE” if the item class of the previous line is “CYLINDERS”. This then also populates the quantity of the line above to the NON-RETURN FEE line and also copies a UDF value from the given item to this auto generated line. This functionality works but the records gets auto-populated only on pressing the save button. How can I immediately get the “NON-RETURN FEE” line populated? For example straight after the quantity field of the previous line gets updated? I tried a fieldupdated event handler but this did not work either. Please let me know the best approach, thank you!Example below of what the generation looks like on sales order line:namespace PX.Objects.SO{ public class SOOrderEntry_Extension : PXGraphExtension<SOOrderEntry> { #region Event Handlers protected void SOLine_RowUpdated(PXCache cache, PXRowUpdatedEventArgs e, PXRowUpdated InvokeBaseHandler)

I’ve done many different import scenarios and regularly make mass changes to our item configurations as we’re preparing for go-live with Acumatica Manufacturing and finalizing how everything will need to be structured. However, I’ve run into this problem that I can’t resolve.We have about 600 configurable items, each with close to 200 lines of options, so making any changes manually is really not an option.Currently, all the configurations are set to revision “0” and are in the pending status, so I can make any needed updates with an import scenario. However, once we are live with this, we’ll need to increment the revision number on all the configurations whenever there is a change, which happens frequently.I’ve attached a screenshot of my update scenario mapping below. The line circled in red is the one that is causing the error. I’m simply trying to take the value from the data provider and increment it by 1. The error that it throws is“Error: 'BOM ID' cannot be empty. Error: 'BOM Re

Hi everyone,I’d like to share a practical integration pattern we recently implemented using Acumatica’s native tools, without hardcoding or external middleware.Instead of building custom APIs inside Acumatica, this approach combines: Automated data preparation on the source side Import by Scenario (SM206036) File Synchronization (SM202530) Automation Schedules (SM205020) It has proven to be simple, stable, and very easy to maintain.High-level architectureThe overall flow looks like this:External System (API)→ Python script prepares and normalizes data→ Excel file is generated→ Windows Task Scheduler runs the script daily→ File is saved into a shared folder→ Acumatica File Synchronization picks it up→ Automation Schedule executes Import Scenario→ Business documents are created in Acumatica→ (Optional) Business Event sends a notificationWe used this pattern to integrate Loyverse POS with Acumatica for a client, bringing daily sales data into ERP automatically.1. Extracting and prep

Hi everyone,I’d like to share some hands-on experience configuring AI Studio in Acumatica, specifically for generating  transaction summary directly inside the ERP.Recently, we tested AI Studio in a real implementation and found that it can be very effective when set up properly – especially for reducing manual content work while keeping everything inside Acumatica.Here is the approach we followed:1. Enable AI StudioAI Studio must first be enabled in Enable/Disable Features (CS100000). Once enabled, the AI Studio screens become available.2. Create an LLM ConnectionWe configured an OpenAI connection in LLM Connections (ML201000).From a cost and performance perspective, we found gpt-4o-mini to be a good balance for ERP use cases like descriptions and summaries.3. Design LLM Prompts carefullyPrompts were created in LLM Prompts (ML202000) and bound directly to the  transaction screen.One practical tip that helped a lot:we copied the full DAC Schema of InventoryItem and used ChatGPT/Gemini

I completed

We plan to use Acumatica to track items' expiration dates. Here's our workflow:First, print a physical copy of the purchase receipt. The warehouse receiver then uses this paper to accept goods, fills in the received quantity on the receipt, and records the expiration date for items requiring expiration tracking. After receiving the completed physical receipt, the office clerk enters the details into the system.        However, we encountered an issue: once the "Track Expiration Date" feature is enabled, we can't create a purchase receipt in Acumatica unless we first enter an expiration date. But without creating the purchase receipt, we can't print the physical copy—this is a total catch-22.A paradox where one step depends on the other.Any suggestions on how to resolve this?

Is there a way in Acumatica, we are on version 2024 R2 for a few more months, to setup a discount so that it doesn’t discount a promotional sale price?We would prefer that the customer gets the better price of:Base price Customer specific price Sale Price Discounted base priceHowever, when I setup a discount that would include an item with a sale price, Acumatica discounts the sale price driving down the margin unacceptably.Thanks!