Discussion Forums

Hello!I see that there are two fields naming Product Inventory ID and Parent Inventory ID on 'Inventory planning Results by Item' screen.Can someone please explain me the difference? Thank You

I have followed all the proper steps to set up the Outlook Plugin for Accumatica. I am able to click the add in and have it pull the name and contact from the email properly. I then want to log that email as an activity and I am able to do that properly. Once I am taken to the next page of the add in, I select the entity in which I want the email to be linked to. I then click “create” and then it loads for a second then I am taken back to the initial Log Activity screen. I check my accumatica and the email has not been uploaded. I am unsure of where the issue is occurring and I have checked that I have all of the proper permissions. 

Hi everyone, We created a set of custom screens under a new workspace/folder (SA* screens). In our development tenant, we configured Access Rights by Screen (SM201020) such that only our dedicated custom roles have access (Delete), and all other roles are set to Revoked  In the Customization Project, the screens were included under Access Rights.   The Issue: When deploying and publishing the package to existing test instances (where previous versions had been published earlier), the permissions work as expected—only our custom roles have access. However, when installing this package on a fresh, virgin instance/tenant for a customer, all roles in the system end up with full (Delete) access to our custom screens instead of having them revoked.   Any guidance or best practices would be greatly appreciated!  Thank you

In all the Sales Profitability Reports there are two flags to choose: Released Transactions Only and Completed Transactions Only.Released Transactions Only is easy to understand as it will display only released invoices or all invoices regardless they are released.My question is about Completed Transactions Only. What does actually mean completed transactions? I thought it was closed invoices but, based on the testing I did, it does not seem it is that.  

Good day CommunityPlease can someone assist me in try to find the node in the role permissions that will enable me to display the field below for a user. The user has full Delete permissions for everything I can find for Time & Expenses. Some of the nodes can’t be changed from Inherited to Delete, but if they are inheriting from an upper tier there should not be a problem, should there? I just can’t find the right node to make this field visible. Any help would be gratefully received.RegardsBarbara

Hello everyone in the community,I am working in the Acumatica Report Designer customizing the Accounts Payable report AP632500.rpx (AP Vendor Summary / Details). I need some help to solve a total accumulation issue with USD amounts in the group footers.Technical Context & What We've Done So Far: Currency filtering (CuryID): We modified the detail cells for the Monto USD and Saldo USD columns with a conditional so they only display data when the document is in USD and remain empty (Null ) for peso (MXN) vendors, avoiding visual duplication. Sign inversion: We applied logic to subtract documents of type ADR, CRM, and PPM. Current formulas in detail cells: Monto USD: =IIf([APRegister.CuryID] = 'USD', IIf([APRegister.DocType]='ADR' Or [APRegister.DocType]='CRM' Or [APRegister.DocType]='PPM', -1 * [APRegister.CuryOrigDocAmt], [APRegister.CuryOrigDocAmt]), Null) Saldo USD: =IIf([APRegister.CuryID] = 'USD', IIf([APRegister.DocType]='ADR' Or [APRegister.DocType]='CRM' Or [APRegi

Dear ALL,Is there a DAC in Acumatica that provides the opening inventory balance (ideally by period or date) for an item by Lot/Serial number without requiring customization?Specifically, I want to create an “Inventory In-Out-Balance Report by Lot/Serial” for each item by Lot/Serial number for any desired time range, as shown below. To create this report, I need a field that calculates the opening inventory balance based on the specific reporting period.  Best Regards,NNT

Hello,We are troubleshooting an issue with the built-in eSign / DocuSign integration after upgrading a client to Acumatica 2026 R1.The client’s Acumatica-to-DocuSign integration has been down since the upgrade. We are able to get to the DocuSign authorization screen and select Allow Access, but after DocuSign redirects back to Acumatica, Acumatica displays:“The connection to the eSign provider has failed.”We have been working with Acumatica Support and DocuSign Support, but have not yet found a resolution.Current findings:DocuSign Support has confirmed the following:The Integration Key / Client ID is valid. The Client Secret is valid. The initial authentication call from Acumatica to DocuSign is successful. The issue appears to occur after DocuSign authorization, when Acumatica attempts to complete the connection.Redirect URIs tested:We have attempted several redirect URI formats in DocuSign, including:https://denizenhome.acumatica.com/Pages/ES/ESign.aspxhttps://denizenhome.acumatica.c

Hi Acumatica Community!I’m releasing Acumatica Knowledge MCP, a free, read-only knowledge server for AI tools that support MCP.It gives AI assistants searchable Acumatica reference context across Help Wiki documentation, DACs and fields, OData entities, Contract-Based REST API entities, and Generic Inquiry XML examples.It does not require an Acumatica tenant connection. It is safe to use because it is read-only and does not write anything back to Acumatica.Setup is simple: add a single MCP URL to any agent or AI tool that supports MCP.Website with connection details and how it works:https://knowledge.acutools.netThis is the first public release, so feedback is very welcome. I’d especially appreciate hearing where the search results are useful, where they miss, and what Acumatica knowledge areas or tools you would like to see added next.I’m also happy to help anyone get it set up or answer questions.  

Quick question about the new Inventory release process introduced in 25R2: does the setting apply to a Tenant or the entire Instance when selected in the Production Preferences screen? We are interested in the feature, but of course we will need to test it to ensure compatibility with our workflows and customizations. The warning on the release notes is giving me pause:I don’t want to make a permanent change if it will break our manufacturing processes over in our production tenant. Thank you for any insight you can provide,

Hi Team,We have an issue with a progress draw project in Acumatica. After the second progress draw invoice was processed, there are new revenue budget lines created and negative amounts sitting in the pending invoice amount column. The positive amounts entered in the pending invoice amount column correspond to what the actual amount is currently short by.  The net impact is $0. The new lines were created by the system after the second progress draw was done. We tried running billing and invoicing the amounts, but they didn’t clear out. Why did this happen? And how do we fix it so we can process the next progress draw?Please advise

I was looking through the Acumatica new feature with 26R1 for Excel-Based Financial Reporting with InsightXL. Just wanted to see the experience with this? 

Hello all,I have an import scenario to create SOs from quotes and there are scenarios where the same item might exist in the quote before converting to an SO. Now upon running the import, since Acumatica would find duplicate values (Item IDs), it stops the routine. Any ideas how can I allow the routine to import the duplicate Item IDs in the single order?  Kindly suggest.

Has anyone tried ACUMATICA integration with Click Up or Monday as Project Management System for Asia region? Much appreciated for your information and sharing on how it worked also what are the challenges during implementation, Thank you

Currently, the system does not allow users to reuse a requisition when the associated PO is canceled. As a workaround, the existing PO must be deleted to enable the requisition to be reused and reprocess the bidding before creating a new PO. However, this approach is not recommended as it results in gaps in the PO numbering series. Rather than requiring the Purchase Order to be deleted, can we consider an enhancement that automatically reopens the related Requisition when the PO is cancelled, allowing users to reprocess the bidding and create a new PO without needing to delete the existing one?

Example :Inventory ID : B001How to i create 3 Barcode for B001 - BH, B001 - BOX, B001 - KARTON ?so, i can scan according the barcode,if i need 72 BH i can scan 1 - B001 - KARTON and 2 - B001 - BOX 

Hello Everyone.I have created a GI that dpending on selected “Module” should navigate to the source document in my side panels. For example “AP” should navigate to “Bills & Adjustments”. Here is partial data from my result grid I know my keys are DocType and RefNbr. So here is how I have set up my Navigation Parameters and Visibility Conditions  I have two problems.When I click on the hyperlink or record it doesn’t show the related document in the side panel.In my GI the navigation Icon is always invisible with this condition. If I deactivate the condition then it becomes visibleWhat I am doing wrong?

Hi everyone,I need to generate and print the Customer Statement report for a customer in USD, but Acumatica keeps showing/converting the amounts into our base currency (MXN).Where in Acumatica can I select or configure the statement to be printed in the original transaction currency (USD)? Is there a setting on the Customer profile or statement parameters for this?Thanks for your help!

Can I add the “Remove Hold, Release After Save” option? When I add “Remove Hold,” on import scenario I get an error saying that “Remove Hold” is disabled. but its working on save

I am currently configuring an automated invoice emailing process in Acumatica using Business Events + Email Notifications + Attached Reports.My setup is the following:Business Event Type: Trigger by Record Change Screen: AR Open Invoice (GI based) Trigger Condition: Old Status = Balanced New Status = Open Subscriber Type: Email Notification Attached Report: AR641000 - Invoice/Memo “Use Event as Data Source” is enabled Source Table = ARInvoiceThe Business Event and Email Notification are working correctly:The email is successfully sent The subject/body correctly resolves dynamic values such as: ((ARInvoice_refNbr)) ((ARInvoice_docType)) The Related Entity in Business Event history correctly shows the invoice reference number The AR641000 report displays correctly when manually run from the screenHowever, the issue is that the PDF attachment generated from the Email Notification is blank.The PDF structure/layout loads, but no invoice data appears inside the report.I already test that

I’m trying to follow the examples to change the CSS styling of a row within a grid: I’ve a custom field that gives the quantity allocated on each Sales Order details line and want to change the colour of that line to highlight when it isn’t fully allocated.So I started with this: UI Events: Changing of the CSS for a Row of a Table • UI Development Guide • Acumatica Beacon(And added handleEvent, CustomEventType, RowCssHandlerArgs to the import {} from “client-controls” ) @handleEvent(CustomEventType.GetRowCss, { view: "Transactions" })​ getReceivedRowCss(args: RowCssHandlerArgs<SOLine>): string {​ const split = args?.selector?.row;​​ if (split != null && split.UsrQtyAllocated.value < split.UnshippedQty.value) {​ return "bold-row";​ }​ return undefined;​ }​Where UnshippedQty is a standard field in SOLine. UsrQtyAllocated is defined in (DAC) SOCustomisations.SOLineExt, and in the .ts file as:export class SOLine_SOCustomisations

Hi Team, Do you know whether Acumatica supports E invoicing concepts. Do we require any customizations? Regards,Nithya

We have a large number of existing customizations built for Classic UI, including ASPX changes, JavaScript, PXControls, grid customizations, actions, and screen extensions.When the same screen is converted to Modern UI, which types of customizations typically require complete redevelopment rather than minor modifications?

We have drop ship products on our Shopify site - if purchased, the order will sync to Acumatica, a drop ship PO will be created, and then a drop ship receipt once the vendor has confirmed the order has shipped.Is there a way natively to mark these orders as fulfilled in Shopify? This happens automatically for orders with product we stock and can ship from our own warehouse; a shipment is created and confirmed and the order is marked as fulfilled in Shopify. However, because the drop ship process uses a receipt instead of a shipment document, and there is no place to enter tracking # information in a receipt, we cannot see a way to mark the order as fulfilled in Shopify.We are currently on 21R1, in the process of upgrading to 23R1; perhaps this has changed in the latest release?

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 Don’t miss updates, subscribe to Community site discussions for weekly updates and Acumatica News & Updates for important news. Also, be sure to subscribe to you discussion forum of interest. Seeking Volunteers - Acumatica AI Similar Case SearchHello, this is a message aimed at current Case Management customers,The CRM team is exploring a potential new AI feature for Acumatica CRM that automatically surfaces similar past cases, so support teams can find and locate solutions faster instead of solving the same problem from scratch every time. The goal is less manual digging, quicker resolutions, and more consistent answers across your team.More information HERE  Jini