Discussion Forums

Is there any settings in Acumatica that would show some sort of error that the same Name, Email Address, Mailing Address, or Telephone Number has been used and is already associated with another customer profile?

I have a vendor that requires a account number to show on the remittance advise. I can’t figure where i could enter it on the vendor profile to have it show. 

Is there an easier way to do inventory? Right now when we count one of our trucks we have to do a transfer from the truck warehouse back to our main warehouse when they have extra stock. Another transfer from there truck to writeoff when they have lost stock and another transfer to replenish what they are low on. Is there a way to correct inventory in one step?

I have installed training instance - SmartFix_T290 and following “Modern UI Development: Building of the Source Code” course.On step 3. Use Windows PowerShell or a similar program to run the following command in the FrontendSources folder.npm run getmodulesreceive error message  Starting 'i_controls outlook-plugin'...[11:37:54] 'i_controls outlook-plugin' errored after 5.49 ms[11:37:54] Error: spawn EINVAL    at ChildProcess.spawn (node:internal/child_process:421:11)    at spawn (node:child_process:753:9)Use local instance with http: request.Outlook-pugin can only be used on https. Any idea how to fix this problem?

Any one having a experience about BOM structure for Glove Manufacturing Industry?

I’m experimenting with getting Acumatica running under Ubuntu Linux using Mono on my portable Linux server. I have ASP.NET working with Apache and the few test .aspx and .cs programs working. I’m currently working my way through the web.config file translating Windows paths to Linux paths. I noticed that Node.js-win is installed under WIndows. My understanding this is used for the Modern UI which isn’t a focus for me right now. Is there any additional Node.js packages used by Acumatica beside the base install that Acumatica checks for even if I don’t have the Modern UI enabled?I’m hoping the Acumatica developer team that may be lurking here on the forum can respond to my above questions.My NpmCache doesn’t show any files for the tenant I’m converting nor can NPM be found or used from PowerShell. My assumption at this point installing Node.js v22.19.0 is all that is needed.   

The Professional Services Edition is integrated into the Acumatica ERP 2025 R2. A new Professional Services feature has been added under the Projects feature (for the Professional Services Edition license) on the Enable/Disable Features (CS100000) form.The Projects workspace name and icon depend on the enabled features. Please see more details here: Construction FAQ: Professional Services feature switch

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 Introducing Acumatica Cloud ERP: 2025 R2Great news! Acumatica 2025 R2 is here, bringing a range of improvements built to simplify your daily tasks, boost productivity, and provide deeper insights. We've focused on three key areas: A modern user experience, AI-First solutions, and delivering even deeper functionality tailored to your specific industry. Brendan White - Acumatica Community Featured Member for September 2025Meet Brendan White our Acumatica Community Featured Member for September 2025. It’s great to have you as part of the Acumatica Community ​@bwhite49! Acumatica User GroupsNew! Michigan Acumatica User Group, Northern New England Acumatica User Group, NorCa

Hello,Currently working on a formula for our stock items for our eCommerce site. We are wanting to update the title based on the picklist field called Visibility on the eCommerce tab. When it’s set to Invisible, the title should be updated to DELETE, else set the title as the Web Title attribute.IIf( [StockItem -> Custom.ItemSettings.Visibility] = 'I', 'DELETE', [StockItem -> Attributes.Web Title] )The issue we are running into is that regardless of how we set it, the formula is evaluating to TRUE and updating title to DELETE. Not sure if I’m missing something. Thanks!

Has anyone added address validation to a sales order import scenario?Out client overrides Ship To Address on a majority of their sales orders (by choice) but we would like to build in address validation as part of the import (if no address modification needed the order comes in and ship to address marked as validated, if address modification is needed then we want to fail the order import) Thank you,Greg

Has anyone successfully created a GI based off of other GI’s as the data source? I am able to add them as data sources no problem, but I am getting “Object reference not set to an instance of an object” error when trying to join the sources. I’ve checked to make sure the fields are existent in the database on the DACs I am joining. I am joining on inventory ID from both generic inquiries. Any advice or further documentation on best practices when joining two inquiries? 

The issue is that I have created Business event for triggering the condition to send email alert for salesperson whenever customer status changes from Active to Inactive and I have created separate generic inquiry where the result grid includes customer acctname, status,, salesperson email, salespersonCD and all Below screenshot is the DAC table and relations for the GI.Business event is getting triggered, but the email is not getting triggered and processed I want to send the email to employee of the company i.e., salesperson. Below are the screenshot for I am facing the issue 

I just want to confirm the EXPECTED behavior of a synced email. The email syncs to the CONTACT record on the account. If that email appears on multiple records in Acumatica the email will not sync to any of them as it doesn’t know where to put it. The email only shows in the ACTIVITES on the record it syncs to - and NOT in the Activities on the top level of the Customer account There is no native way for users to see ALL The emails they have synced into the system.Anyone? Am i getting this correctly? And if so - can we have a feature request for #2 so my sales team has a way to see the emails they have synced? 

Hello,I have been trying to automate the creation of a snapshot and have come up short.I've tried adding in the exportSnapshotCommand action and parameters into an extended endpoint, but when I call the endpoint, all I get is a 204 status and no snapshot is created.Similarly, I've created a customization project where I wrap the tenants screen in a custom screen then try to automate the snapshot creation from there. That process also successfully calls the exportSnapshotAction after prefilling the export parameters, but no snapshot is created. Has anyone successfully automated snapshot creation?Is it possible to automate snapshot creation?

I am trying to add a $ sign to my GI. I saw this formula “ =’$’ + CStr([ARTran.CuryTranAmt]) ” in the community but there is one challenge with it. It resulted in 4 decimal places. I’ve tried a lot of formulas to reduce it to 2 decimal places per my company requirement but its not working. Is there any way to make this work.ChatGPT gave me this instructions to apply but for some reason I can't find the properties to apply the Data Type = Decimal. and format Format = $#,##0.00. 

We tried to reconcile an asset with a transaction.  We clicked on process and then we see the error message “The fixed asset has unreleased reconciliation transactions.” next to the Accrual Balance:There are no Fixed Asset Transactions matching this for us to release.  Where can we find the reconciliation transactions to release?

Does anyone have an inventory usage/inventory aging report xml that they could attach? I’ve been trying to create one with a GI but having trouble getting it to work correctly.Thanks for the help!

I’m looking to connect with other distributors in the Milwaukee, WI area who are using Acumatica Distribution Edition. We’ve been on Acumatica since August 2023, and I’d love the opportunity to compare notes, share ideas, and learn what features others are finding most useful. Hopefully, we can help each other continue to learn and grow within the Acumatica environment.Thank you!Jay

Hi There, I tried to attached invoice to AP bill but got an errorcode: 406. Could you please advise? Thank you.  

Hi Everyone, I'm currently working on an implementation for a manufacturing business and am wondering what best practices for tracking “downtime’’ in production orders during the manufacturing process. For example:a production worker is injured during the production run and the manufacturing line halts for 30 minutes.  or a piece of machinery has techincal issues and is serviced on the fly for 10/15 minuteswhat would be the best way to track this downtime vs the actual labor captured.Open to any ideas, recommendations.Much appreciated 

Hello all,i want to achieve, that the Marketinglists, a Customer has, are also subscribed in Contacts, that are created out of the Customer.Problem:For example we have the following Customer/business account, with the following Marketing-lists checked;When a contact is created out of the business account, no marketing list is checked/subscribed: The Customer whiches it to be like that automatically, when a contact is created out of an business Account, so that the contacts marketing lists always match with the ones of the customer.How could this be done? Thank you

On the “Bill of Material” screen, I am looking to mass import by operation ID/work center, along with all the corresponding steps so I don’t have to manually enter the same instructions on each BOMID.

Hello Everyone, We have converted our custom screens to Modern UI, as well as the default screens that contain custom fields, by creating extension files. These have also been converted to Modern UI.We then added the corresponding .ts and .html files into the Modern UI folder of the customization package. However, when we tried to publish the package, we encountered issues, primarily with the default screen extension files. The package is not being published, and we are experiencing errors related to the' npm run' while publishing the package.Any insights or suggestions would be appreciated.Thanks in advance  Custom screen:KNPI1010.html:<template>    <qp-fieldset id="form_00" wg-container="KNPISetups_form" view.bind="KNPISetups"  >    <field name="PayInvNameCD" class="label-size-m control-size-l" ></field>        <field name="Description" class="label-size-m control-size-l" ></field>        <field name="IsActive" ></field>    </qp-fiel

I’m trying to add a custom Cancel button on the Sales Orders screen (SO301000) using the Customization Project Editor.Steps I took: Opened the project → Screen Editor → SO301000 Expanded DataSource: SOOrderEntry → Toolbar → Standard Tried Add Controls → Button under the Standard toolbar Issue:When I drag/drop or select “Button,” nothing shows up in the tree (the button doesn’t get created).Has anyone faced this before? Am I missing a step to actually insert the new button into the toolbar?

Hi everyone,I’ve encountered an issue with invoice printing in Acumatica. For invoices that contain multiple analysis keys (subaccounts), only one key is currently printed on the invoice.I would like to display all analysis keys that appear on the invoice, separated by commas (e.g., 10, 20).The challenge is that the Report Designer doesn’t support loops or iterative logic, so a manually written expression would have to check and concatenate each line individually. This quickly becomes impractical for invoices with many lines.Has anyone found a reliable way to display all analysis keys for an invoice in a single field on the report? Any guidance or workarounds would be greatly appreciated.Thank you in advance!