Discussion Forums

I would like to gather suggestions on how we cam handle intercompany transaction under a single Job in Acumatica? Also, looking to restrict the visibility of for instance, Company A data to not be visible under Company B and Vice Versa.What could be best practice?

Hi everyone,I'm currently working on an SPS Commerce integration project with Acumatica and was wondering if there is any public documentation that explains the overall integration process and setup.If anyone has implementation guides, knowledge base articles, training materials, or can point me to the appropriate documentation, I would greatly appreciate it.

If a Modern Customer Portal user (a contact of a company) is granted access to the portal, with the Customer Portal Contact Manager and Customer Portal Company Manager roles, within the portal they can view Company Profile and click Add New Contact, but after doing this, the new contact appears in the Contacts tab of the customer account in the main ERP instance, but within the portal, the user is unable to see any records listed in the Contacts section of the Company Profile:We would like to use this role to allow a nominated company contact to manage the portal users within their company, with the ability to add new contacts, revoke access to contacts who have left their organisation, change passwords etc.  The Customer Portal Contact Manager role looks like it could do this but doesn’t seem to work properly. Could this be an issue with the default access rights for the Portal Contact Manager role? 

Hi everyone,I am currently analyzing the database schema for the Manufacturing Edition, specifically looking at the Cost Roll process (AM508000).I noticed that the core table used during this process, AMBomCost, includes a UserID field as part of its structure.Could someone please clarify the exact architectural purpose of this field? Is it used strictly for session-based data isolation to prevent conflicts during concurrent cost rolls by multiple users, or does it serve another specific tracking/auditing purpose within the Manufacturing module?Any insights into how Acumatica handles data inside AMBomCost during the processing lifecycle would be greatly appreciated.

Every month our company sends out Customer Statements to show Invoice and Payment history for that month. We email some and print and mail some. We have been live with Acumatica for a year and every single month there is an issue with these statements. Whether it’s calculations are off, form not printing correctly, missing data, etc. we have shelled out considerable amounts of money to our partner to fix these issues just to fix a new issue the next month. Can anyone recommend either an expert Acumatica report designer or some solution that easily integrates with Acumatica that is more user friendly than report designer and we can create the forms ourselves? Anyone know anything about GoFormz? We have Velixo, can I use that? Any help suggestions are welcome!

Hi Team,I’m having a hard time with a refund to a customer.Back on Dec 29, 2025, a payment from customer XXXXX was deposited into our bank account (they’re on PAP)Payment XXX for $1594.05Part of the payment was for an item that was not yet in stock, and part was for an order that was invoiced and sent.The $1554.07 that was intended for an item that had not yet been invoiced was left as an open payment on their account.The customer later cancelled that order, and I refunded them.The initial payment (XXXX) and the refund (YYYY) both show as open in Acumatica. How do I connect these dots and close off the payment and the refund? The refund is appearing twice in the Payment Transaction section of the application history, and it is also reflected in the Refund Transaction section.Please advise connect these dots and close off the payment and the refund

Hi Team,  Bright Side's orders aren't automatically invoicing like they should. When I go to manually invoice them I get an error related to Pacejet. Can you help look into what is going on? Below are the two shipments currently needing to be invoiced.I tried to correct the shipment to see if I could send it back through but since it has been too long since confirmation it wouldn't let me. The problem is, even though it wouldn't pull it back from Pacejet into Acumatica, it still deleted the shipment from the Pacejet side. So now its busted even more.

Has anyone built out a dashboard or report view for a traditional bid board for an estimating/sales team managing multiple bids with various sub-contractors successfully? 

Hello, Has anyone ever added a Vendor Ref # to the ACH export file? I do see this AddendaInfo.APInvoice_InvoiceNbr field but when I add this field value the export always returns a formula error (even if no formula present, tried removing formula all together).  Thanks, Eric 

We just recently updated to version 2024R2 and since then have found our MRP generation is not consuming the forecasted demand.  For instance our forecast for January 2025 has already been consumed by SO that exceed our forecast.  However, MRP is planning to the original forecasted demand.

We upgraded our client to Prime from Advanced.Shortly after, we upgraded from 2024.1 to 2025.1We are experiencing extreme speed issues ever since.We have a case logged since 10.28.2025 but no resolution yet.Is anyone else experiencing slow down since upgrading either their license or version?I’d be interested to hear.Thank you.

I have been using the Incoming Documents feature to bring in my invoices into Acumatica with the GL, however the subaccounts never populate even though I have it set up on the non-stock sku.

When I try to release an issue (IN302000), I get PXLockViolationException error:Question: does the tstamp in each ARTran row in the database need to match the PXCache somehow?  Which object in the cache do I need to look for?

Hi! Is there a way to do dropshipments for service orders? We’re looking for functionality similar to sales orders where a line can be marked for PO and dropshipped.

Question for those of you in Distribution who have a custom website integrated with REPAY (or another payment provider).Our current process is that the customer enters their credit card information in the secure REPAY window on our website. The website then sends the sales order together with the payment token to Acumatica through the integration. We don't pre-authorize the card on the website. Instead, we pre-authorize it later in Acumatica as part of a scheduled process.The challenge is that if the authorization fails, the customer doesn't find out until later, which delays order processing and creates extra work for our Customer Support team.I'm curious how others handle this. Do you pre-authorize the card as soon as the customer enters it on your website, or do you wait until the order reaches Acumatica? If you do pre-authorize it right away, what amount do you use? Is there a common best practice for this?We're looking at moving the authorization earlier in the process so customer

Hello,There are two areas that I have questions about:1) My existing code logic locates my two action menu items "CREATE CUSTOMER TEST" and "CREATEVENDOR TEST" in the "Other" section of the "dot dot dot" menu (below). How can I relocate those menu items to the "Record Creation" section?2) The same code that adds the action menu items to the "dot dot dot" menu also adds the two menu items to the main toolbar menu.Is there a was to hide the menu items so that they are not visible on the main toolbar menu but still visible in the "dot dot dot" menu?Thank you in advance.Ken Severud  My code behind:  

I am working on a Field Services customization which adds an extra state to the appointment workflow for a particular service order type. The state, called “Ready to Bill”, sits between Completed and Closed. I have an action defined in a graph extension of FSAppointmentEntry which runs some custom billing logic. The intent is to have users run this action before they can close a completed appointment, so that the detail lines are updated based on our business rules and the charges are all correct. The action itself is working perfectly.The problem I have? No matter what I do, I cannot get the UI button for the action to actually transition the state of the appointment. I followed the instructions in the open university course W150 and the wiki:Extend System Workflow Add new state Add existing action (picked my action, defined in code, from the list) Add my action to the Completed state Add transition to the Completed stateThe instructions just end here, as if that is all you need to do

Hello,We’re still relatively new to Acumatica and are encountering some issues when attempting to update pricing on an existing Purchase Order. We’re following the below process:-Create the PO and move to Open status-Recognize a price update is required-Place the PO on hold-Attempt to update the price via item vendor prices (manually if only a few items)-Ensure effective date is before promised on date-Attempt to update price via worksheet-Select recalculate price to perform updateThis process has resulted in some successful price updates and some non-successful. My question is, are we following the correct process to update prices in already created POs?

Hello Everyone,We have a multi-company client that makes intercompany sales/purchases for the same items between multiple different companies. Intercompany Sales Order generation requires a default warehouse for the creation of the Sales Order.  Customer and Stock Item default warehouses do not work becuase the same stock item could be sold to multiple different intercompany customers.Is there a way to default the warehouse by the selling branch?   Thank you!Luke

Wondering if anyone has any customizations/add-ons used for container management in Acumatica that does not involve PC Bennett or IIG container modules? Looking for ideas on how others are handling.

Hey Community!I am looking to see if anyone has been able to use coding in the Description of a Column set that links to the Ledger ID that is chosen when running an ARM Report?  Instead of creating two sets of ARM Reports for comparing Actuals to Budget and Actuals to Reforecast, I would prefer to choose the Ledger (Budget or Reforecast) when running the ARM Report.  When the ARM Report is printed, then the column heading would reflect the Ledger ID/Description that was chosen when running the report.  The Actual column in the ARM Report would always run the Actual Ledger as that is set on the column in the Column Set.  Thank you! Ken 

Hello everyone, I wanted to share a tip on something that comes up quite often, issues regarding dialogue boxes in import scenarios. For this example, I will use mass processing with the ‘Change ID’ action on Stock Items. Import Scenario Mapping: Now to the detail:Stock Item Summary <Key: InventoryCD> =[Item.InventoryCD] & <Action: cancel> - These are added to the system by default and should be kept active. Stock Item Summary Inventory ID = InventoryItem_inventoryCD - This selects the inventory item by it’s inventory id from the data provider and the data you are importing. Specify New ID <Dialog Answer> = ‘OK’ - This selects the answer to the dialogue box, in this case we want it to be OK so that the action continues to execution. If the use case was importing contacts and you wanted to stop execution for records which were duplicates, you could mark this as =’Cancel’. Specify New ID Inventory ID = {New Inventory ID Value} - This assigns the new Inventory ID val

I am trying to figure out why my WIP report AM654000 is not corresponding to my WIP GL its not like i have multiple WIP accounts I have 1 but the ending balance on the GL is way less that the balance on the WIP report

Does anyone knows how to do 2 business events, one that fires when you put an attachment on the shipment and another one which fires when you put an attachment on the related invoice using the same GI (SO-SHP-INV GI) I am not concerened about the subscriber you can use any but I just need it to fire on both scenarios

I created a business event based on Vendor Price changes which executes an import scenariio to update a stock item custom field.  The user has delete access to both Vendor Prices and Stock Items however the business event does not fire.  If an admin changes the vendor price, the business event fires???Does a user have to have access rights to both the BE and the import scenario subscriber?  I an not aware this is required since other business event fire.