Discussion Forums

When I upload materials into a BOM using the Load Records from File button. I initially see the costs both unit cost and planned cost but when I hit save they get zeroed out.  I then have to run Cost Roll to fix it.  I can’t figure out the right steps to prevent this from happening. I don’t want to have to run cost roll every time we make a BOM. Anyone else use this process for making BOM’s?

We’ve used Avalara for quite a few years, and it works well in Acumatica, but the pricing is becoming astronomical with their year over year increases.  Wondering if anyone else has experience with less expensive options for sales tax calculation that integrates easily in Acumatica without custom integration needed.

I’m trying to test some customizations in the new 2025 R2 Beta. Unfortunately, one of them requires a lookup in FSARTran -- which no longer exists.The Developer notes list it as a Removed Table, and DAC, but don’t suggest what we should use instead of it now. (which is kind of frustrating… removing a class without deprecating it, and then not mentioning in the notes what to do about it…? REALLY???)Does anyone have any idea?This is the code I need to replicate somehow in 2025 R2. In the SO Invoice Entry, when the record is updated, I check to see if there are appointments scheduled and set some User Defined Flags on the Appointment if so:  // Is There and Appointment scheduled? FSARTran arDataExt = FSARTran.PK.Find(Base, row.TranType, row.RefNbr, row.LineNbr); if (arDataExt is null) return; if (arDataExt.AppointmentRefNbr != null) { // ... do some things

Hi,So, I have been trying to build this GI for Qty on Hand for every MTH. The issues is that the INLocationStatus that I have Qty on Hand table has no date in it. So, I can’t get my every MTH Qty I need. And any time I join it with INTran in the Data Sources, the Qty multiples it.Is there any way I can go around this?   

I am getting this error on trying to approve time cards though mobile app. It works if I try to approve from the desktop site.

 I am getting  this error on branchid validation on different users. I have to restart the application in order to fix it.The problem the branch at the top ribbon just disappears 

Hello! We are looking to set up SSO for google. Did purchase the Advanced Authentication. To my understanding that this includes Active directory and other external SSO, Google and Microsoft SSO, two-factor authentication, and openid connect.Issue is we are missing the Google and Microsoft SSO in enable/disable features. And do not see the Google and Microsoft SSO in Activate License screen. Question is do we need to pay separately for the Google and Microsoft SSO license? What does the Advanced Authentication include?Thanks!

Hello, I added a new tab called Material to PJ304000.On the web, everything works as expected: InventoryID,Project and Project Task has a selector. However, in the mobile app, I don’t see all the fields and some appear empty.Here is the code. I can see my new tab:I can also see every field:The issue occurs when I try to add a new row in the mobile app: many fields are missing, and some of the visible ones can’t be changed. If anyone could help me, thanks in advance.

When scheduling a report template the option to add it to an existing automation schedule is provided and automation schedule conditions are added automatically, but the bracketing is missing and needs to be manually adjusted. Is this normal?  

How do I get a list of all contacts listed in Acumatica? We do not have the CRM module. 

Hi,We have a customer who added many customizations to the Submittal form, one of which is that they can add Stock Items to the Submittal. On the Submittal report, they want to list each Stock Item in a table design. Our issue with the table design is that the vertical lines don’t automatically adjust when a Stock Item has a long description, which leads to gaps in between the lines. Is there a way to format the vertical lines in a way that they adjust in height automatically based on the height of the row? Or is there an alternative design feature we can use (instead of lines)?Thank you.

The XXX product availability cannot be exported because of the following error(s): Unexpected error(s) occurred while processing feed documents on Amazon. Feed processing status: FATAL I am getting above error while syncing the Product availablity from Acumatica to Amazon. Can some one assist on this.Trace:    at PX.Commerce.Core.BCSyncHistoryMaint.<ProcessSync>d__45.MoveNext()--- End of stack trace from previous location where exception was thrown ---   at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()   at PX.Concurrency.AsyncExtensions.PrepareForRethrow(Exception exception)   at PX.Concurrency.AsyncExtensions.WaitAndUnwrapException(Func`2 method, CancellationToken cancellationToken)   at PX.Concurrency.AsyncExtensions.<>c__DisplayClass2_0.<ToSync>b__0(CancellationToken cancellationToken)   at PX.Concurrency.Internal.PXLongOperationPars.PopAndRunDelegate(CancellationToken cancellationToken)   at PX.Concurrency.Internal.RuntimeLongOperationManager.Per

Hi Guys, how can i get the tab Text Elements into the Purchase Orders just like in Sales Orders. Hope u can help :)  

Dear Sense,I have a 7GB SnapShot file from Acumatica Cloud. I want to migrate it to my local laptop, but I don’t have access to the Acumatica database because it’s hosted in the cloud. Can you help me migrate my data to my local laptop? Please Help

Hi Team When I send an email using below actions> Purchase order> Print purchase order> send- When I click send I am getting only signature in the email body, however the subject line shows as expected. I am unable to reproduce the issue in another instance or local instance. 

I have a custom field on the Invoices and Memos screen that is a link to the Sales Order if the invoice is linked to a Sales Order.  Works great on the UI.  However, when I added the field to the AR301000 screen on the mobile app, there was no link.  I scoured the net and could not find the secret.I finally DID find something in the Acumatica documentation that solved the issue.This is the single line I needed to add to my code to get it to work:update screen AR301000 {  update container "InvoiceSummary"  {    containerActionsToExpand = 3    fieldsToShow = 11    add recordAction "PrintInvoice" {          redirect = True    }    add field "SOOrderNbr" {      displayName = "Sales Order Nbr"      special = "AllowEdit"    }  }}FYI, PrintInvoice action is a VS action to be able to print the Invoice/Credit memo.  A BIG shout out to ​@dcomerford and ​@DipakNilkanth for helping through my Mobile App growing pains. 

We are looking at using ‘cases’ for a basic internal IT ticketing process.  I am trying to set it up so that users would send an email to a certain email address and it would auto open a case.  I have set the email up to do this, however how do I set it up so that internal users are the contact or requester? I would hope that the users name would auto populate from who sent the email.We would also like to see it put the Internal user in the ‘to’ section when we click on ‘create email’. Is this possible?

Hi Acumatica,Is there a way to set up Sales Prices based on the credit terms used in the Sales Order Screen?Thank you!

Good morning community,We are fairly new to the system and our data was transferred from Quickbooks. I have locations on accounts with different emails to send invoices to various departments. How do I assign emails to different locations instead of the main email address on the bill to.

I encountered an issue during the import process. Although the history shows that 80 lines were successfully imported, when I reviewed the Non-Stock items, only 7 lines appeared. Could you kindly advise on this matter? I appreciate your guidance and support in advance.

I can create a percentage of individual wages accounts to be shown as a % of Total Sales. However, my client wants the calculations to be different based on different areas and Im not sure if this can be done.For Example, we have 5 wages accounts and 3 Sales Accounts.Wages Regular  to be shown as a % of the  Sales Regular accountWages Casual  to be shown as a % of the Sales Casual AccountWages Supervisor, Wages Manager, Wages Clerical to be shown as a percentage of total sales. The accounts change throughout the report.  Is there a mechanism to do this within the ARM reports.I have tried using rowcode and baserowcode calculations but only get to a certain point.Any indications of how this should be setup would be most appreciated.Thanking you 

Hi everyone,I’m currently exploring options for sourcing high-quality aluminum profiles for an upcoming project. I’m particularly interested in manufacturers who can provide customized profiles with precise tolerances, durable finishes, and consistent supply.I’m also looking for an Aluminum Profile Supplier who can meet both small and large orders efficiently. Key considerations include pricing, lead times, minimum order quantities, and certifications for quality standards.I would also like to know if any manufacturers offer design support or prototyping services. Has anyone worked with reputable suppliers or manufacturers they can recommend?

I tried to change the database connection that was pointing to my Orange Pi Zero portable Linux server to my AWS MySQL Linux DB. It wanted to create the DB rather than just connecting to it. Is this normal or is there another method beyond the Acumatica ERP Configuration utility?

Hello! I want to send an automatic email to customers on December 1st to remind/teach them how to set up Fiscal Year for the next year. Is there a way to automatically send this email from the system if there is no event that triggers it? I thought about using Business Event but I can’t think any changes in the system that would process this, other than maybe when system date changes? But I’m not sure if that can be done with Business event.I also thought of Automation schedules, but I don’t have a screen ID to use that would cause this email to send… Any ideas? Thank you!

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 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! Save the date: Coffee & Code - OAuth & API [Sept 25th, 2025]In this Coffee & Code session, we’ll dive into OAuth and APIs, with a focus on creating and managing custom endpoints, and use of different parameters for integration.Register here: Teams Webinar Acumatica User GroupsNew! Michigan Acumatica User Group, Northern New England Acumatica User Group, NorCal Acumatica User Group Request to join today!Upcoming Meetups!NE Acumatica User Group