Discussion Forums

Trying to get Vendor inventory ID added as a column under Stock items.  So the DAC and appropriate relations would need to be added to the GI. If I check the DAC references, I see an outgoing reference: But I don't see a corresponding reference in the InventoryItem DAC. 

Hi Community,I’ve been working on resolving the Outlook Add-in issue related to the February 17, 2025 change (legacy authentication tokens being turned off). I have carefully followed all the steps outlined in the knowledge base and community posts, including: How to resolve the issue when users are unable to sign in to Acumatica Add-In for New Outlook on Windows Known issue: Starting 17th February, 2025, Acumatica Outlook Add-in may stop working Steps I’ve already completed: Upgraded Acumatica instance to the correct supported build. Enabled OpenID Connect in Acumatica. Registered the application in Microsoft Entra with redirect URI, API scopes, and permissions. Created the OpenID Provider in Acumatica with the correct Tenant ID, Client ID, and Client Secret. Installed the new Outlook Add-in using the updated manifest. Problem: Despite all of this, the add-in still does not work. I either get [describe your exact error: blank screen, token error, redirect loop, etc.].Questio

Would like some help to create a customization to make the Account Email and Phone Numbers under a Customer’s Additional Contact Info auto-populate the info for the Primary Contact and vice versa.When a user types info into the DefContact.EMail field I’d like it to auto-populate in the field PrimaryContactCurrent.EMail field and vice versa. When a user types info into the DefContact.Phone1 and DefContact.Phone2 I’d like it to auto-populate in the fields PrimaryContactCurrent.Phone1 and PrimaryContactCurrent.Phone2 and vice versa. 

We have run into an issue where our purchasing agent went to create a drop ship purchase order but only selected one of the two items needed for the order. Once realizing this they deleted the purchase order and unlinked it from the SO as prompted, but doing this causes the item attached to this deleted purchase order to no longer be listed when going to create a new purchase order. The item is still marked for PO as Drop-Ship in the Sales Order and doesn’t show it linked to any PO. I am unable to find a way to manually add these to a drop-ship order either.

In Report Designer, I am able to change the ExportFileName to be what I want, (mostly just including the Reference number in the file name).  Which works when generating the file from the Invoice/Memo Report screen AR641000.  However, if an invoice is processed and the email template sends out to the customer, it includes the same Invoice file, however the file name is overridden. And only contains, Invoice_Memo -(9-12-2025).pdf. Is there any way I can stop this override from happening? Or some spot in the email template named “InvoiceNotification”  I don’t see anywhere that I can change this, the only Report Parameters I can put on the attachment is Document Type and Reference Number. I cannot add a line for the file name.  

Is it possible to set up an approval map for the following scenario: any credit or debit memo for AR Invoice where the amount of write on or write off is $5K or over. In this case the approval has to go to the manager before the document can be released. I have tried a few approval maps but it never trigger the approval, so not sure what I am doing wrong. Version 2024.1

I have a GI showing shipment lines, I'm grouping by Shipment number. The I want to show the MAX aggregate value for a boolean field on each line, but its not working for every shipment line.I tried creating an IF formula to display as 1 or 0, but you can't aggregate a formula.Any ideas?

looking to create a dashboard that shows the subtotal for sales to date vs last year for the entire company and also the option to break it out by branch. 

I am trying to input budget data for  new project. On the project budget profile screen the task description field is blank.  How can I get that to appear?

I ran into an interesting issue whereby my Last Statement Date wasn’t updating anytime I would Prepare Statements.  Normally it is supposed to remove the statement cycle if it is no longer relevant to the list, but it would always remain. I’m not 100% sure of the cause of that.However, I recently tried preparing the statements again, but for the last statement date that it was stuck on. After that one cleared from the list I tried the next statement cycle, but I think you can actually jump straight to your current date for preparing statements. After that point, I didn’t run into any issue and now my Last Statement Date is keeping up with my current cycle.

The business provides configured to order Sales Quotes to customers, There can be a number of different configurations on a Sales Quote.Due to the sales process, Sales Quotes can be in draft for up to 6 months, before they are won and converted to a Sales Order. Within this time frame, it is common for the Engineering to create new revisions for the configured items.This is issue is that on many occasions, at the time of conversion, the configuration revision on the quote has been superseded  is inactive and the configurations have to amended to activate the relevant revisions on the Sales Quote to convert to a Sales Order.Would anyone know if there is a workaround or remedy for this situation? 

Hi Acumatica,I tried to test the Acumatica AI Functionality in my Local Server.But I don’t see any features yet.Is there a way to test or check the AI Functionality in Acumatica aside from the Local Server?Thank you! 

Hi all,I’m exploring integration of Bitcoin payments with Acumatica. Seeking to gauge interest. Let me know in comments or PM me if you’d like to chat. Thanks! 

Looking for a good solution to implement cross-docking processes in Acumatica.   Basically, we pull inventory available to a “stage” or “picking” location for a SO then wait for other SO items to come in on a PO that should get cross-docked to shipping and get married with the “stagged” inventory quickly.  

I’m trying to set up the Teams plugin, however, when I get to the point of signing in in the user settings and click sign in, a popup displays says that login was successful, then the user tab refreshes, without ever connecting to Teams (as evident by the lack of connection elsewhere.) I’ve attached a video of trying to login below. Is there some step we missed that might be leading to this problem? 

Hi Team, We are Sign in again to proceed but still not receiving email notifications. 

 When Convert to Modern UI it gives error “An item with the same key has already been added.”. 

I made the Project Task as Cancelled and tried to delete the Project Task.But I get the error message " PM Error: Cannot delete Task since it already has at least one Transaction associated with it." How to find how many transactions exist for this project task and how many of those documents are cancelled or voided and what are those document numbers. Which standard report can show these details specific to a project task ? Is it possible to delete a project task when there are only voided or cancelled documents only and no active documents ?

Has anyone found a way to use one of the 4 out-of-the-box Synchronization Type settings (FTP, HTTP, Shared Folder, or SFTP) to sync a file with Office 365 OneDrive? 

Good morning!I have a user that claims she used to be able to approve all requests even above manager approval. It has now changed and she no longer seems to have that ability. I have not changed any of her permissions to change this. Do any of you have any ideas of what would need to be changed back so she has this right again?Thank You,Brent

I’m trying to create a dashboard that displays the current accuracy of cycle counting. I’ve been able to create a table with all the cycle counts, and get each individual line’s accuracy by dividing variance qty by book qty. Unfortunately, I can’t just take the average of this field, as that would ignore the differing qty throughout the lines and thus not produce an accurate average. Is there a way to do this so the value could appear on a dashboard?

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I am unable to uncheck an item for backflush in the production detail screen.My (+) and (-) are also grayed out and I am unable to add or remove lines to the production detail.I was able to make these changes before but now it is not letting me. I attached a screenshot for reference. 

Hello Everyone,Has anyone experience with exporting Acumatica “Data Grid” to excel and maintain Style and Format? I have customized an Acumatica grid that adds “SubTotals” and “GrandTotal” with some formatting and styling as shown in the below screenshot but I have not had any luck maintaining the formatting/styling when I export the data to excel.Any help is greatly appreciated. 

Hello,What would be the recommended way to add a 3rd column to a screen, such as AR303000, whose layout is 1-1.  I need the layout to be 1-1-1.Existing qp-template below.  I need to override that so that name=”1-1-1” so that I can add a fieldset to column C. <qp-template name="1-1" class="equal-height label-size-m" id="formCustomer" > <qp-fieldset slot="A" id="columnFirstHeader" view.bind="BAccount" wg-container="BAccount_BAccount"> <field name="AcctCD"></field> <using wg-container="CurrentCustomer_tab" view="CurrentCustomer"> <field name="AcctName"></field> </using> <field name="Status"></field> </qp-fieldset> <qp-fieldset slot="B" id="columnSecondHeader" view.bind="CustomerBalance" class="highlights-section" wg-container="CustomerBalance_CustomerBalance"> <field name="Balance"> <qp-label slot="label" caption.bind="CustomerBalance.Balance_Label.value"></qp-label> </field> <fie