Discussion Forums

While working on 2Q reporting we realized that some employees either had the wrong State SUTA codes or no SUTA codes at all. Does anyone know of a way to correct that to get it into their payroll files? I think we can create a paycheck adjustment to record the tax but not sure how to get the reportable wages to calculate correctly. Thanks

I found this old thread that shows how to track sales order trends year over year, a part of me thinks that something similar can be done with specific inventory items? Has anyone successfully done this? My purchasing team is requesting to be able to see historical sales data of specific stock items.  

Hello,I get below error when trying to create prepayment from Sales order API, where the payment method is “BACS”: Direct deposit.Errors - message - An error has occurred.exceptionMessage - Inserting  'AR Payment' record raised at least one error. Please review the errors.CashAccountID: 'Cash Account' cannot be empty.exceptionType - PX.Api.ContractBased.OutcomeEntityHasErrorsExceptionThe error indicates Cash Account is missing, even though I am sending both payment method and cash account in my request. I can create payment for other payment methods, but same request doesn’t work when payment method is BACS. Are we missing any configuration at Acumatica? I found discussions on same error in the forum but the fix did not work in my case. Has anyone faced this issue, please share your inputs.TIA

In Australia we pay Pay-roll Tax per State/Territory. Example there is NSW Payroll Tax and ACT Payroll Tax. This is not the PAYG Withholding Tax.We have had two new employees set up under NSW Pay-roll Tax when in fact they should have been ACT Pay-roll Tax. I need to fix the pays, so the report has the correct data in it.I fixed up the Pay Details for each employee I then did a pay adjustment for each employee (reverse and re-processed)But the report still has the same figures on it which are incorrect.Is there a specific process to fix this up? 

I just setup a test instance using the U100 dataset and I cannot sign into the admin account. I have tried username: admin and password: setup as well as password: 123 and username: gibbs/password: 123.  I did encounter a few errors that I had to ignore to get this instance off the ground. There were a few tables in the database that the system had trouble loading data into and I had to skip over them to get the instance to finish setting up. Normally when that happens the usual admin login works and just loads the instance with no data or pre-configuration.  Edit: Just checked the database and somehow no user data made it into the tenant at all. I’ve been having a lot of issues starting new instances and tenants with pre-loaded data, it will just selectively decide not to load data into certain tables and in the end I either have to cancel the task altogether or continue creating the instance with no data. Has anyone else dealt with this issue? 

After the update last night, we have an issue when creating a change order. When we “add commitment” and select a subcontractor, it brings up every SC written to that contractor, rather than just the SC for the current project.  Anyone else having this issue?

How do we set up the Acumatica Payments Customer Portal?I have reviewed all the posts I can find and none of them provide step-by-step instructions on how to set up the Acumatica Payments Customer Portal.  Where do I find this Company Portal? 

Hi everyone,I’m trying to build a Generic Inquiry that combines:OTPAPPurchaseFiltered: to show a total amount based only on FinPeriodID (Created View inSQL)TaxHistory: to show tax details for the same FinPeriodID, but filtered by Vendor and finperiodid which is from OTP in my GIMy goal is:OTP should not be restricted by Vendor — only by FinPeriod. OTP should only show data from that view based on Finperiod that user selected.TaxHistory should be filtered by FinPeriod + Vendor.I can get this to work if I join OTP to TaxHistory, but then the OTP total also filters by Vendor, which I don’t want.If I try to keep OTP as a separate root Data Source, the GI compiler drops the table (FinPeriodID cannot be used because the table is not joined).I added valid Conditions and fields in the Results Grid but still see the error.My question:What is the best practice to show independent results from two different tables with a common FinPeriod filter, when they can’t be joined directly on other fields.

How do I hide the "Files" and "Notes" columns in a generic inquiry? I don’t mean removing default visibility, I mean suppressing them from the results grid altogether.I have an inquiry related to certain employee attributes that I want all users to be able to see, but I don't want them to see notes or attachments we've placed on employee records. The inquiry is allowing this even if they don’t have access to the underlying records.I looked for a different table join that would marry the PX.Objects.EP.EPEmployee and PS.Objects.CS.CSAnswers tables without using the NoteID/RefNoteID fields, but I couldn’t figure out an alternative.

My manufacturing client is going live shortly, and we are adding their May-Aug fixed assets manually to check the depreciation process etc.  They have a leased asset that they want to put in service for 1/24/2025 and have the Jan-May depreciation all book to May, as they received the invoice in May.  With the 1/24/25 service date, the depreciation is booking to Jan-May.  I cannot close January due to this asset not being depreciated for Jan.  It would not load the asset with the May invoice date with a 1/24/25 in service date, so we used a journal entry with a January date.The other issue is that I changed the 5-year Lease asset class Averaging Convention to Full day from Full period, and it is still calculating full period for this new asset.  Their other 5-year leases (already in service) ‘caught’ the change to the averaging convention and shows the correct monthly depreciation amounts when we run calculate depreciation.  But the new asset does not show the full day averaging amount

I’m trying to convert a BA to a customer in the import scenario screen. I received an error that said “edit customer”.. I only had the businesss account id  and then the action to extend as customer. Can anyone tell me what I'm doing wrong?

Hi Team,In the AR module, our invoices have a "Quantity" field populated. Could you please advise how I can download the quantity data for all invoices within a specific month?I have not been able to find a download solution. Thank

Hi, Is it possible to identify duplicate entries through a generic inquiry, If possible could you please provide a quick guide to detect the duplicate. Example - Customer order number in the invoices and memos form can be duplicated. I need to generate a generic inquiry which picks only the invoices with duplicated Customer order number.  Thanks,Dulanjana 

I am trying to do a prepare a physical count in Acumatica 2025 R1Build 25.101.0153.3 trying to bring the items with zero quantity and they dont show.  This is something I was able to do in version 2024 R2Build 24.207.001 Does anybody know why that is and how I can get this done in version 2025 R1Build 25.101.0153.3?  

Acumatica has a built in function to “recalculate” various balances such as vendor and inventory.  We have been live for eighteen months and have never run these “recalculate” functions.  Recently, we noticed an error in our inventory and our VAR suggested we run the “recalcuate inventory” function. We ran the fuction and it fixed our error.  My questions is should we run all of these “recalculate” functions regularly such as monthly or quarterly?  Is there any harm in running these recalculate funtions more often?  

Greetings, I am trying to work though something, but I am hitting a bit of a wall. This is the request of a client. They have a simple AR tran inquiry but instead of pulling all the records, they only want to pull the most recent ar tran line per customer. It needs to be accurate for that line, so I can’t do any grouping since the values don’t generally fall within the min/max/average solutions.

Hi ! We use the BL type of Sales Orders to follow quantity Sales and invoiced.I only use non-inventory item with SO Invoice without Shipment. But How could I track the real quantity into customer Order when a credit memo is created for correcting a invoice ?I E : If we create a child SO Order then invoice it and after that create a credit memo(from AR30100 because of no shippment restriction) for some reason with reducing the quantity invoiced. How could the blanket order reflect the real quantity into sales order and invoices linked ? I could copy my SO into a RC one but it would be linked with my BL Sales order. Thank for your help 

Hey,I’m setting up a local instance and working with a snapshot I uploaded. However, whenever I try to bind it to an existing project, I encounter an error. It’s important that I get this resolved soon, so I really appreciate your help.  

Hi All,We are trying to provide an access to a customer, to our internal ERP as we cannot enable Customer Portal due to Multiple base currencies feature been enabled.The approach we are trying to execute is to create an external/ guest user who will have access only to a specific customer related cases with view only access to their cases.When restricting the access i have created a custom GI which was derived from the cases GI CR3060PLHowever, if i revoke access to cases form i do not have access to click the custom GI lines and view the cases in CR306000Is there any possibility for us to only give access to the custom GI and perhaps hide the CR3060PL (Cases) from the customer’s user?Thank you all in advance for your support!

Hi,The GL is showing the AR balance in CAD and USD as below, but the actual totals (as per the attached file) differ significantly.Additionally, the balance as of today is showing a large discrepancy and appears in the negative. Could you please advise on the possible reasons for this issue? Please note current CAD balance in GL is negative  

Hi Acumatica Community,We’re running into a costing behavior that doesn’t match our expectation of how Average Costing should work, and I’d like to understand how to address it properly.Scenario:We’re using Average as the costing method on our stock items. We received 5 units on a PO at $9.50 per unit. A Landed Cost was posted afterward for $9.00 per unit, bringing the total unit cost for those 5 units to $18.50. We then received 10 more units at $9.00 each, with no landed cost. The overall average cost at this point should be:((5 × 18.5) + (10 × 9.00)) ÷ 15 = $11.67 However, when we ship the first 5 units, Acumatica still uses the $18.50 unit cost instead of pulling the average cost of $11.67.My Question: How can we get Acumatica to always use the actual average cost (e.g., $11.67), not the inflated cost from the landed cost layer? Is there a configuration we’re missing? Do we need to perform a Cost Revaluation after each landed cost? Is this behavior expected even when Av

Can Acumatica handle tracking Leave Without Pay?  I need to track the hours but the pay is 0.00. I setup an Earning Type for this and added it to my paycheck test in Paychecks and Adjustments.  I was able to add the earnings detail line with hours and set the pay rate to 0.00 however, during the Calculation process, Acumatica removed the line.  Any suggestions? Thanks in advance!

When attempting to map a Cash Account to the same account number in the consolidation company, I am getting an error message: “GL Error: Cash account doesn’t exist for this branch, account and sub account (Branch#, Account#, Subaccount#)”. The way to resolve this was to create another GL account that is not a Cash Account, and map the Cash Account to it. I have many Cash Accounts, so this required adding a new account for each. Is that the only way to resolve this error?

What is the best way to track items issued out of inventory to an internal project for accumulation and capitalization to fixed assets? Here is the scenario I tried to do but received an error when creating a fixed asset.Added the fixed asset clearing account to an asset type account group Created an issue reason code to the fixed asset accrual account Created a PO tagged to a project and task Received the item into inventory (we use items from inventory for external and internal projects so steps 3 and 4 may not always occur) Created in inventory issue transaction to the project Capitalize the project costs to a fixed assetWhen creating the purchasing transaction in fixed assets, I get the following error:Error: Inserting 'GL Transaction' record raised at least one error. Please review the errors. Project is Required but was not specified. Account '14900' used in the GL Transaction is mapped to Project Account Group.The problem is I do not see a way to enter the project information in

Since we recently moved to an in-house database for Acumatica, creating Sales Orders using the RESTAPI is working correctly only 85% of time (instead of 100% of the time when the database was server-based).  Now the address and contact info are missing sometimes.  I am saving the JSON request and response which basically tells me that the override was nulled out even though the contact/addresses were submitted.Question: is this a bug in the REST API?  Is it being looked at?Here’s my JSON request:{"OrderType":{"value":"EB"},"OrderNbr":{"value":"\u003CNEW\u003E"},"CustomerID":{"value":"C10010471824"},"Description":{"value":""},"CustomerOrder":{"value":"666605896426-10073114154208"},"ExternalRef":{"value":"220297"},"PaymentMethod":null,"CashAccount":null,"FinancialSettings":{"OverrideTaxZone":{"value":true},"CustomerTaxZone":{"value":"CHANNEL"},"InvoiceNbr":{"value":""}},"BillToContactOverride":{"value":true},"BillToContact":{"Attention":{"value":"Test"},"Email":{"value":"test421@gmail.co