Discussion Forums

Our client is using the ShipStation integration with Acumatica. However, we’re noticing that when the shipment is completed in ShipStation and it writes back the shipment info, it is updating the shipment to the wrong Ship Via.Example:In ShipStation, the ‘USPS Parcel Select Ground’ option has been selected: And in Acumatica under the SHIPSTATION INFO tab of the shipment, this method is correctly recorded: However, on the SHIPPING tab the Ship Via has been incorrectly changed to ‘UPS GROUND’: This is causing issues downstream as Shopify thinks the shipment is via UPS but the tracking number is for USPS.Anyone know what might be going on here and how to fix?

I’m trying to turn the attached Table into a GI, however, some of the fields I’m not sure how to convert. I’m not even sure how the fields “=IIf([@ReportFormat] = 'D', $TotalQtyByLayers, $TotalQty)”/ “=IIf([@ReportFormat] = 'D', $TotalCostByLayers, $TotalCost)” or how they would be reproduced in a GI? Is there a possible way to create this?

Good Morning, Recently when creating Employee Payroll Setting from an Employee I receive an error message whilst trying to save the new payroll settings and it clears all the work I’ve done in the payroll settings.  I will then need to go back into the employee and try to again recreate the Employee Payroll Settings.  I’m curious if others have had a similar issue or perhaps I’m doing something wrong that may cause this.  My usual steps are to create the employee settings, Then start at the furthest tab and work in because of the tax settings.  But after filling it all in I will get an initial error upon first save and the forms will clear. Thanks for any help.  🖖

Hi,I am trying to create a GI for the Top 10 products sold by quantity based on a successful and similar one being Top 10 products sold by amount.The sum of the quantity is not being sorted correctly. Refer attached screenshots of the scope and the result. I have also attached the GI xml file.The total quantity column is not arranged in exact descending order, which needs to be corrected.Any help would be appreciated.Thanks

Hi,I am trying to close financial period, but there was an error stating: GL Error: The 09-2025 financial period cannot be closed in Accounts Payable.I have checked unreleased documents, but I can't find anything unreleased.  

Hi! i am trying to modify the AR invoice form to add a section related to applied payments, however, its not showing up on the invoice properly and i’m not sure where i’m going wrong.  i’m not super familiar with report designer which doesn’t help  ideally, i would like section 1 to refer to the original invoice amounts and section 2 to refer to payments but this is how it’s showing up when i save the report: i am not able to upload the report but if anyone has any ideas, i would really appreciate it! thanks,  Iqra

I’m trying to use this article: https://www.acumatica.com/blog/technical-tuesday-universal-search-in-acumatica/ to allow for searching by custom fields, however, every time I do, it says the field does not exist in the type. Is there a way to do this, or not for custom fields?

When I try to publish any customization, I get the following error: Any advice on resolving the issue?

Wondering if anybody has come up with a solution to show duplicate lot/serial numbers if used in different item classes?  Client needs to be able to resolve duplications of serial numbers when posted, we have the Lot Serial Class set to Share Auto-Incremental Value between all class items but it doesn’t stop you posting the same serial number to an item in a different class.  I created a GI to show duplicates by joining the InSiteLotSerial to the InSiteLotSerial as an alias but have had to use groupings to get it to work,  I then can’t get a business event to send an email when a new record is inserted due to grouping.   I have tried other tables InItemLotSerialInfo but this doesn’t report correctly and struggling to find away without going down the customisation route of extending Dacs etc.

Hi,We have a requirement to see the exact unit cost of the items which has been recorded in the Sales Orders. These items are either lot or serial tracked. So we have used the “INLotSerialCostStatusByCostLayerType” table to get the correct unit cost based on the lot number. However, we have observed that for some lines, the unit cost column shows “0” even though the item has a unit cost. Is there any table we can use to get the exact unit cost for lot/serial tracked item? Thanks!Michelle

We would like to Import Time activities for multiple employee. So we have added required Employees in Company tree > Admin > under Workgroup section. But the Employees are not showing in Employee selector of Employee Time Activities screen.Are we missing any setting, please let me know.

Hi Everyone, Has anyone configured a tenant (CompanyId > 1) to be used as the parent tenant of other children tenants?We are looking to see if we can publish from there so that Access Roles, GIs, etc. are immediately available for all tenants via CompanyMask field.However in order to convert the tenant to a parent tenant, we have to make it not visible. Has anyone faced a similar scenario? would love to hear how a similar process has worked for you. Thank you all.

Hello, Acumatica Community!I'm experiencing an issue with setting the visibility of a custom field in the SOOrder screen within my Acumatica ERP customization. Despite my attempts to control its visibility through both DAC extensions and the graph extension logic, the field does not display as expected under certain conditions. I'm looking for guidance on how to ensure visibility in a specific context while using a RowSelected event. Here's what I'm trying to achieve:Custom Field: I have a custom field, UsrAISIsSOWContent, added to the SOOrder DAC through the SOOrderExtension. On UsrAISIsSOWContentI set the Visible Properties to false on Screen settings.   Visibility Requirement: The field should be visible only for the order type "QT" (Quote) and when a certain boolean field, UsrAISIsSOW, is set to true.     Here's a snippet of my code for the graph extension: protected virtual void SOOrder_RowSelected(PXCache sender, PXRowSelectedEventArgs e, PXRowSelected baseMethod){ baseMe

We recently transitioned to Acumatica and have so issue with ggetting the credit card feed to work. Our company uses Royal Bank Credit Card (Commercial Visa Avion Cards) and we manage these cards thru Visa Spend Clarity Enterprise platform.  We are currently still using Concur Solutions (SAP) because we are unable to connect the credit card feed with Plaid or MX or via SFTP server. Does anyone have experience with Royal Bank and their credit card feed thru Visa Spend Clarity. We have about 50 cards and spend over 250K per month on them so the feed is very important to us. Thanks for your help Bruno

Hello,I used to be able to reopen subcontracts that were in Construction > Projects > Commitments. I have since been playing around with access rights and now it is no longer an option.  What access rights will need to be configured in order to have access to this again?  Thank you,  

Hi! Is there a way to pull activity notes from the PO screen into a GI?I wasn’t able to use inspect element to find the table that the Tasks & Activities belong to. I know activity is on the CRActivity DAC, but I couldn’t relate it to the POOrder table. I know there is a Note ID field in POOrder, however I am looking for this column in the GI to display the actual body of notes instead of just the title or the note ID. Any idea if this is possible? Thanks!!

We currently have our sales order types set to pull from the Customer Location for the “Combine Sales Sub From” setting (so it’s set to LLLL).  We are setting up a new sales order type that we’d like to hard code to a specific subaccount, instead of telling it to pull from somewhere.There are plenty of places to pull the subaccount from (and we use almost none of them), so I could plug it in on the warehouse or even the inventory item and pull from there, but if I am able to plug in a specific subaccount in this field, it would make it even easier.

Hello! We have 15 different locations that need to be set up under one company and we are thinking of either setting them up as 15 different branches or as different subaccounts. Any best practices or pros and cons for doing either branches or subaccounts?We are open to any suggestions!Thanks!

Hi there!  I saw a post on this topic from 2 years ago so looking for a refresh.   We do not use inventory...most of our projects are special order.  That said, we palletize materiala and put them on racks in our warehouse until we can ship them to the job site.   We have a new warehouse assistant.  He would like us to get a printer to print these labels….I am assuming we should also get the capability to read barcodes.  1) Any ideas based on the situation I just described 2) what has everyone else had success with  3) what am I not thinking of :)  Thanks in advance! 

Hello! I am looking to change our inventory ID to our Vendor ID on purchase orders. I’ve seen it done using the alternate ID field but I’ve seen it done with comparing tables and using different techniques. Is it that difficult to do? Please help!Brent

Can anyone point me to resources to easily (low-code/no-code) add a new tab to the Customers area (AR303000)? I’d like to create a tab for some UDFs so I can better control the field grouping and display. I know I can do this through Customization> Manage User-Defined Fields, which adds them to the User-Defined Fields area at the top part of the screen. Is there an alternate way to configure a new tab to house these UDFs? Idealy the new tab would be on the same level as “General; Financial; Billing.”   I noticed that when I was in the customization project choosing ‘add controls’ that I couldn’t get the screen to respond when I chose ‘Tab’ from this list. Thank you for any ideas, it would be ideal to have a separate tab, but if that is not possible without development they can live in the User Defined Fields area.  Version/Build:Acumatica Cloud ERP 2025 R1Build 25.100.0054 +

Bad title perhaps; I’m not an accountant, but they’ve asked me why and I don't know.Not sure how to explain this since, but basically they’re saying somehow the transaction was processed with negative GST.  In the Journal it shows the #’s reversed for this 1,149.91 All others look like this (Debit left column, Credit right): There’s hundreds as above, but this one below the values are in the opposite accounts and no one appears to know how this happened (including myself):  Anyone able to please enlighten me on what may have gone wrong? 

I’ve built a dashboard for our sales manager which shows quarterly information as well as YTD information. Now that it is 2024, I want to provide the ability to toggle between current year data and prior year data. Is there a way to do this with use of an added parameter? The widgets currently pull information based on Order Date is between @YearStart/@QuarterStart, @YearEnd/@QuarterEnd.   

Hi Community  I would like to Pass the channel Information as Text from Shopify to Acumatica. I created a UDF Field in Acumatica, could you please some one help me with the Importing Mapping? 

I am testing SSO configuration on Acumatica 24R1 with Active Directory using protocol Microsoft.Graph See below web.config > activeDirectory setting we are using:<activeDirectory      enabled="true"      protocol="MicrosoftGraph"      path="***"      dc="company.com"      user="***"      password="***" />It works, but with one issue:All users are created with username that looks like domain.com\usernameHowever, when user is created with such login signs-in into Acumatica, each time they login, in the loginTrace table record is created with Username that has a different format: username@domain.comIs there a way to control how Login value is created?Is it possible to make Acumatica to create login as username@domain.com, not as domain.com\username?