Discussion Forums

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

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