Discussion Forums

After a recent upgrade I’ve noticed that the two checkboxes for Require Receipt and Require Shipment are missing from our Non-Stock ItemsThe fields are still populated with a value and I can see those values through a GI, but there are no fields to edit or modify on the Non-Stock item itself, nor can I access them via a mass records update or import scenarioWe have a few minor customizations to Non-Stock items but nothing that should impact these fields Is there anything I’m missing from a settings or configuration stand-point that might be causing this?  

Hi, I am a Newbie in AcumaticaI need to export in an excel format the full General Ledger, please can somebody tell me how?Regards 

Hello,I’ve added a user-defined field to the Journal Transactions screen and would like to move it to the Document tab. We previously opened a case with customer support, and they confirmed that this isn’t currently supported - but mentioned it may be available in future versions.Our client is using Acumatica 2025 R1. Is there any known workaround or customization approach that would allow us to reposition the field to the Document tab?Any insights or suggestions would be greatly appreciated.Thank you!

Hi All,Here is my superficially simple question. For an import scenario that I have with the Item Warehouse Details screen, IN204500, I am getting this error: Field: Default Issue From, Value: M      , Error: 'Default Issue From' cannot be found in the system. Can you modify my import scenario so that it does not throw an error and properly loads a record to the item warehouse details screen? Our warehouse locations have 4 segments (1 char, 2 char, 2 char, 2 char)Here is a screenshot of the import scenario:     I have attached the import scenario as well.

I am trying to create a data view and widget to show management all AP bills that have gone into the system for employee expenses filtered by date and to show them GL expenses accounts on it. 

Good morning allI have just realised that my Description on AR invoices, that have already been posted is incorrect.  Is there anyway I can change it, without having to reverse invoice etc.  I need it to say 2025 not 2040…..thanks heaps  

Having an issue with adding the tax registration ID attached to a customer location.   

I created a GI that pulls a specific set of sales orders that are ‘Ready to Process’ that I want to regularly clean up by marking ‘Set as Processed’ since these records will never get processed automatically again.Is it possible to use an import scenario and this GI to mark these prepared Shopify sales orders in the sync history as processed? 

Hi Team The issue is the approver column. It shows the wrong approver when the approver is a level 2. See example screenshot below. The approver should be Carlos instead of Virginie.         

Hi Team, The hierarchy of posting.  Item-Level Accounts Take Precedence → If the GL Account is specified in the Stock Item, it will be used before checking the Posting Class. Transaction Overrides Are Always First→ If an account is manually set on a transaction (Receipt, Bill, Invoice, Adjustment), it overrides all other settings. Posting Class Acts as a Default → The Posting Class is the fallback if an Item does not have a specific account. Warehouse Accounting Can Affect Posting→ If enabled, Warehouse-Specific GL Accounts may override the Posting Class. Company Defaults Are Last Resort → If no account is found at the Item, Posting Class, or Warehouse level, Acumatica uses the default GL accounts from Inventory Preferences.I’m consolidating the “gl account lookup” logic in Acumatica and want to confirm the correct hierarchy of determination. Here’s my proposed ladder of precedence: Transaction-level override (manually set in the document) Item-level GL account (if defined on the sto

Hey team,Is it possible to create a shipment on hold for specific customers? its like the rest of the shipments would be created under Balanced status but there are some customers for which they should be created on Hold. I know of biz events, import scenarios but anything apart from these?

What does SAVE TO CLIPBOARD do in Templates? There is no PASTE function. ???  

I set up a Powershell script to load images to customer accounts from a folder.  This is a process that will happen once per year.  I would prefer to replace the file with the same name rather than create a new version of the file on subsequent uploads, but Acumatica does not support replacement via the PUT command.  I added a delete operation for each file beforehand, but the operation always fails with a 500 internal server error.  I have the Admin role, but I believe the failure is security related based on the message “Operation is not valid due to the current state of the object” from testing the same operation in Postman and after reviewing the Access Rights tab under File Maintenance. Whether I upload a file via the Customer screen or via the REST API, file maintenance shows ‘View only’ as the access right, but I can delete the file via the screen from the customer account without any issues.  Where would the “View only” right be inherited from and why does it seemingly only app

We had a production order completed without doing the final move. So the Order is in completed status. We would like to move this into inventory. What is a good way of accomplishing this? 

Hi,I’ve recently started a new job, and this is my first experience working with Acumatica. Since we do not have an internal team for Acumatica, I’ve taken on the task of modifying a Generic Inquiry to better suit our needs.Currently, I’m facing an issue with a Generic Inquiry for Sales Orders with multiple shipments. The problem is that we are seeing duplicate lines in the inquiry. Specifically, the Sales Order lines are not being correctly linked to the Shipment lines, resulting in each item being displayed multiple times—once for each shipment associated with the order.I have attempted to adjust the table relationships in the Generic Inquiry but have not been successful in resolving the issue. The duplicate lines are causing discrepancies in quantities and amounts, leading to overages in our reports.Could someone please provide guidance on how to fix the table relationships to avoid these duplicate lines? Any assistance or advice would be greatly appreciated.Thank you in advance for

I am having some challenges copying Dashboards in 2024R1.In 2023R1, when a dashboard is copied and pasted to create a new dashboard the system automatically assigns a new screen ID that is separate from the original DB.  This is exactly what I expect to happen. In 2024 R1, when a dashboard is copied, pasted, and then saved then “View” is clicked, the site redirects to the Welcome Screen.  In another scenario, if I attempt to copy, paste, and publish the copied dashboard with a new screen ID it creates the new screen ID but deletes the original DB.Does anyone have the exact steps on how to copy a dashboard in 2024R1?

Is there an easy way to get the Project Address to auto-populate with the Default Location (the shipping Location ID specified on the Opportunity)?  

Hello everyone,I have upgraded a customization project to 25R2.Previously, in 25R1, custom screens were hidden when the corresponding feature was disabled on the Enable/Disable Features screen. (Customization project contains a Features.xml file that lists these custom screens).Now, in 25R2, if the feature is disabled, I can still open the screens; however, they are blank and only show a title.I can't find any information about this change in the Release Notes. Is it possible to achieve the previous behavior?

I want to release fixed asset. But this error occured. How to fixing this? So I can release the asset 

I want to group the Branch.BranchIDTeam2 SBU CODEABCABXABDTeam2SBU CODEBCDBCCBCETeam3  and so on can you help me?

Has anyone setup Bank Feeds loaded from a file? I’m struggling to find documentation on how the data provider is setup for the bank feed integration to work. We have the sftp credentials from the bank loaded but just need to know how we create the data provider on the Bank Feeds screen. Thanks https://elangham.acumatica.com/(W(456))/Help?CompanyID=Langham+-+Production&ScreenId=ShowWiki&pageid=155354ab-696c-403f-8797-dbded1188e16

HiWe have recently gone live with Acumatica, the company doing the implementation With current live projects opening balances and revenues were loaded via the Project Transactions. With doing this process when we run the billing on a project, previous claim values and retainage is not recognised. How should I be re-doing the opening project balances so values are recognised so the progress claim/ Proform Invoices workflow can be utilized Thanks

Hi,I'm currently doing proforma invoices with retainage set at Contract Cap Retention 10% Cap 50% I leave Proforma Invoices on hold until payment is certified Due to the nature of different systems I often have my claim amounts approved but retainage calculations can differ. How can I affect retainage values without affecting claim values? These cells seem to be locked on both Revenue Budget and Proforma screens. Thanks

My goal is to have shipping instructions auto populated to the Notes field in Shipment when the shipment is created.  The idea is to populate the insturctrions in the Notes of the location in the customer and have that note auto populate the Note of the shipment when a shipment is made with that customer. I have tried the following but its not working so far and thought I would open up the conversation to the group for discussion.I created a generic inquiry to pull the notesI built an import scenario And the following business event to which I am not sucessfully able to attach a subscriberI succesfully created a data provider from excel but not able to achieve success creating a data provider from a GI Anyway, its not working. Perhaps there is a simpler solution? What are your thoughts? 

Hi Team, I’m trying to update multiple Vendor IDs in Acumatica 25R1 using an Import Scenario. The Import Scenario itself runs fine when tested manually, but I cannot get it to work in bulk. My main challenge is that the Generic Inquiry I created is not showing up as a source in the Import Scenario. Since the Vendor screen works off the Vendor DAC, I expected the GI to be selectable, but it remains unavailable. I also noticed that Import Scenario as a subscriber in Business Events is disabled for the Vendor screen. Has anyone found a working method to bulk update Vendor IDs or use a GI as a data source for this in 25R1?