Discussion Forums

Cannot delete revision nor choose which revision from which to copy to a new revisionIn the product configurator module, I made a new revision (AF) on CFG0000030, but in doing so, I made a sizable error that I cannot easily undo. What I want to do is delete revision AF, go back to revision AE, and have that be the basis for yet another revision for the rest of the edits I need to make. However, the system does not allow me to delete revision AF. I can only inactivate it. If I do this, AF remains the basis for the new revision (call it ‘AG’). Is there anything I can do here?

Hello  I am trying to sync related products against template items between Acumatica and BigCommerce.  I am able to do this with non template items and it works as expected. For template items I have tried adding a related item to one of the SKU’s in the template item but it does not sync through. Is there a way to associate related products to template items please? Thanks  Matt

We have a Foundation that uses Fund Accounting. At the end of each year when we roll forward our balances to 1/1 we roll the contributions, interest and expenses into a fund account. We don’t show it as a JE just adjust the opening balances as of 1/1. See below for an example. Is there a way to do this in Acumatica?  

I am using the financial report writer to build a project P&L for my client. I am having trouble getting the project name to appear in the title since there does not seem to be a parameter available.In my column set, I have added:=@StartProject + ' - ' + THIS IS WHERE I WANT THE PROJECT DESCRIPTIONThe project code is an auto-numbered ID and without the name makes it difficult to identify the reports.Thank you in advance.

I have dialog, wich is have buttons in html and aspxHTML<qp-button id="buttonOK" caption="OK" state.bind="buttonOK" dialog-result="Cancel"></qp-button><qp-button id="ButtonCancel" caption="Cancel" state.bind="ButtonCancel" dialog-result="Cancel"></qp-button>and  <px:PXButton ID="ButtonOk" runat="server" Text="OK" CommandSourceID="ds" DialogResult="Cancel" CommandName="buttonOK"></px:PXButton>  <px:PXButton ID="ButtonCancel" runat="server" Text="Cancel" CommandSourceID="ds" DialogResult="Cancel" CommandName="ButtonCancel"></px:PXButton>also i have barcode field and added in aspx next code for Auto button press function Barcode_Initialize(ctrl) {    ctrl.element.addEventListener('keydown', function (e) {        if (e.keyCode === 13) { //Enter key            var barcode = px_alls['edBarcode

Hi Team,Is it possible to enable “Copy & Paste Clipboard” option on Projects screen, Since Standard Acumatica only have Copy function which can Copy Project within same Tenant and Same company.I need to copy the Project based on below scenario.To a different Company in same Tenant To a different Company in different TenantPlease help me on this. Regards,Ramya

Hi, i want to import migration data for AP Bill but when i try it there’s an Error 'AP Subaccount' cannot be empty. Enter the document open balance to this box”.There is any mapping that i missing, i really confused about this, when i try to remove the reference number, the error becomes “The Save button is disabled” So. i decided to put it random number, but when i try to input the number, there is a new error, please take a look, you can see the picture bellow:  And i already input Account and Subaccount in excel, i already did it manually in Bill & Adj. Form to see the Account and Subaccount but Acumatica cannot read it ya? Please help me to solve about this, i r

Hi, i want to import an AP Bill in Acumatica use Import Scenario but when i try to import there is an error “The Save Button is disabled” i already looked up my mapping and following the same field order as the screen but i still don’t get it. Please take  a look of my mapping bellow:I really appreciate for your help, thank you😊    

Hello, I want to send email to specific customers when their Invoice is released.For this,1. I have changed the Email setting for customers in the Mailing and Printing tab. 2. Created a new email notification template which is linked with the SO64300 report. 3. Created a new GI which joins the ARInvoice and Customers table to store the required information. 

Hi I have a working customization on the sales order screen which automatically creates a new line with item “NON-RETURN FEE” if the item class of the previous line is “CYLINDERS”. This then also populates the quantity of the line above to the NON-RETURN FEE line and also copies a UDF value from the given item to this auto generated line. This functionality works but the records gets auto-populated only on pressing the save button. How can I immediately get the “NON-RETURN FEE” line populated? For example straight after the quantity field of the previous line gets updated? I tried a fieldupdated event handler but this did not work either. Please let me know the best approach, thank you!Example below of what the generation looks like on sales order line:

I’ve done many different import scenarios and regularly make mass changes to our item configurations as we’re preparing for go-live with Acumatica Manufacturing and finalizing how everything will need to be structured. However, I’ve run into this problem that I can’t resolve.We have about 600 configurable items, each with close to 200 lines of options, so making any changes manually is really not an option.Currently, all the configurations are set to revision “0” and are in the pending status, so I can make any needed updates with an import scenario. However, once we are live with this, we’ll need to increment the revision number on all the configurations whenever there is a change, which happens frequently.I’ve attached a screenshot of my update scenario mapping below. The line circled in red is the one that is causing the error. I’m simply trying to take the value from the data provider and increment it by 1. The error that it throws is

Hi everyone,I’d like to share a simple but useful branding customization tip for Acumatica:changing the background images on the Acumatica login screen.This is a small change, but it helps reinforce company branding and improves the first impression for users logging into the system every day.Below is the practical step-by-step approach we usually follow.1. PrerequisitesBefore making any changes, make sure you have: Administrator access to the Acumatica server (IIS) Background images in JPG format, recommended size 1500 x 1000 px Access to the Acumatica instance folder on the server Default image location:C:\Program Files\Acumatica ERP\{instance_name}\Icons (Replace {instance_name} with your actual instance name.)2. Steps to change the login background

Hi everyone,I’d like to share a practical integration pattern we recently implemented using Acumatica’s native tools, without hardcoding or external middleware.Instead of building custom APIs inside Acumatica, this approach combines: Automated data preparation on the source side Import by Scenario (SM206036) File Synchronization (SM202530) Automation Schedules (SM205020) It has proven to be simple, stable, and very easy to maintain.High-level architectureThe overall flow looks like this:External System (API)→ Python script prepares and normalizes data→ Excel file is generated→ Windows Task Scheduler runs the script daily→ File is saved into a shared folder→ Acumatica File Synchronization picks it up→ Automation Schedule executes Import Scenari

Hi everyone,I’d like to share some hands-on experience configuring AI Studio in Acumatica, specifically for generating  transaction summary directly inside the ERP.Recently, we tested AI Studio in a real implementation and found that it can be very effective when set up properly – especially for reducing manual content work while keeping everything inside Acumatica.Here is the approach we followed:1. Enable AI StudioAI Studio must first be enabled in Enable/Disable Features (CS100000). Once enabled, the AI Studio screens become available.2. Create an LLM ConnectionWe configured an OpenAI connection in LLM Connections (ML201000).From a cost and performance perspective, we found gpt-4o-mini to be a good balance for ERP use cases like descriptions and summaries.3. Design LLM Prompts carefully

I know it’s early but thought I’d ask the question now… When the Acumatica AI Studio launches, will there be a new area in these forums for us to discuss and collaborate with others?

Has anyone integrated Acumatica with PunchOut2Go?  I know Paramount Workplace has an integration as part of their larger solution but the customer only needs the punch out functionality.  They would like to integrate with Purchase Requests and Requisitions.   https://www.punchout2go.com/

I completed

We plan to use Acumatica to track items' expiration dates. Here's our workflow:First, print a physical copy of the purchase receipt. The warehouse receiver then uses this paper to accept goods, fills in the received quantity on the receipt, and records the expiration date for items requiring expiration tracking. After receiving the completed physical receipt, the office clerk enters the details into the system.        However, we encountered an issue: once the "Track Expiration Date" feature is enabled, we can't create a purchase receipt in Acumatica unless we first enter an expiration date. But without creating the purchase receipt, we can't print the physical copy—this is a total catch-22.A paradox where one step depends on the other.Any suggestions on how to resolve thi

Is there a way in Acumatica, we are on version 2024 R2 for a few more months, to setup a discount so that it doesn’t discount a promotional sale price?We would prefer that the customer gets the better price of:Base price Customer specific price Sale Price Discounted base priceHowever, when I setup a discount that would include an item with a sale price, Acumatica discounts the sale price driving down the margin unacceptably.Thanks!

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 Acumatica Community Webinar - Understanding Cost Projections and WIP in Acumatica: What Every Project Team Should Know - December 16, 2025Cost projections and WIP reporting are two of the most powerful tools in Acumatica’s project accounting. In this sess

I'm using Acumatica from my Local host for the mobile application, and I'm getting an error when I'm trying to save expense receipt and also when I'm trying to add Activity under Contacts, the error is - Server Protocol Error - ERROR 404 - requested URL or resource not found. 

     Our company plans to set some items to capture expiration dates upon receipt. However, these items are frequently used, and it’s impossible to wait until the inventory is exhausted before replenishing. In other words, there is always an on-hand quantity in stock. I noticed that when I try to modify the lot serial class, items that are in use (which should mean having an on-hand quantity) do not allow me to switch from the default class to the expiration date track class.How can this problem be solved? What is the best approach. Please advise.

Hi all - We are in the heavy civil construction industry; when paying for subcontractors, we can only pay what paid (meaning, if the open commitment quantity is for 10 units, and we are only paid 7 units from the project owner, we can only pay the subcontractor 7 units). We receive invoices from the subcontractors for work complete, but there’s no way to track that quantity in any report. We currently use Progress Worksheets in the Construction module to log the invoices, but these “completed quantities” don’t go anywhere/aren’t reportable/can’t tie to project commitments. How are others tracking the submitted/invoiced quantities for subcontracts, but not actually entering the invoices into payables?  

Hi everyone,We’re running into a strange issue and I’m hoping someone here has faced something similar.In our environment, we have a Test site and a Production site. The expectation, of course, is that publishing a customization package (CPE) to Test should not impact anything in Production. However, we are noticing situations where: A field added and published only in Test suddenly appears in Prod Customization packages in Prod seem to get unpublished and republished automatically With 3–4 developers working simultaneously on different customization projects, it’s becoming difficult to trace the root cause We are trying to understand: Is there any scenario where publishing to Test can affect Production indirectly? Has anyone experience

Hello,I noticed recently that if the inventory is negative, the connector ‘adjusted’ the inventory in Shopify to 0.   Since both systems normally handle negatives, does anyone know why this would occur?  it's 25R1