Discussion Forums

When I do this in the Customer Payment Method, I get an error.   To explain further, I created an Import Scenario to Mass Update the Customer’s Payment Method as seen below but the IsDefault field is unchecked. 

We recently upgraded to 2025 R2, and I attempted to export data to Excel. Although the system indicates that the operation completed successfully, the downloaded file does not appear on the screen. I also checked my Downloads folder, but the file is not there.  

Hello everyone. So, I wan to import journal transactions for the Trial balance, base our currency is IDR. So, I got the data of the TB amount is using base currency (IDR) but there is one cash account that i set to USD (The Cash Account is from Account Bank and the transactions of bank is using USD). What should I do if i want to import the Journal Transactions if there’s one cash account that i set to USD (not base currency). Please help to give the explanation and guide of the importing trial balance using Journal Transactions. Thank you.

I’m wanting to be able to setup what is a “Shared Mailbox” in Office 365 as a system email account.I’ve found this post that says it is possible but I’m not sure how the authentication would be setup as a shared mailbox doesn’t have a ‘password’ and is accessed via another user logged in who has permission.. How We Process Email Inside of Acumatica: Start to Finish (cs3technology.com) I’m assuming it would have to be POP3 and not IMAP potentially?

Hello. I am in the process of setting up email profiles for employees so they use the native email function to send emails from Acumatica via the templates.  Question: Can you create a user profile for an employee, but use a shared email address. I want to have our customer service group all have the same email address attached to their profile so when a SO is ready to be sent via email that they are all sent via the customer service internal shared mailbox address vs their own personal. I considered having the “To” be from the shared mailbox , however I didn’t want to do that because I have sales persons who will need to send the SO from the email function but want it to come from their own personal. ( setting up a personal email profile and having this work I have had success already so it just the shared question setup). Has anyone ever been able to do this ?? Thanks 

Looking for AP automation in Acumatica:Automatically capture vendor invoices from email/PDF Auto-match invoices send by vendor to POs/bills in Acumatica system Only flag for manual review if price variance exceeds tolerance Auto-send payment batches to bank after matchingWe only need the above core functions—no extra or complicated features required.We’re wondering:Is there a native Acumatica solution for this, or recommended third-party integrations? Our biggest challenge: some of our item IDs are different from vendor item IDs (only descriptions are similar). How does AP automation handle matching the correct line items in this case?Any advice or experience would be appreciated. Thanks

Hello everyone,I’m trying to find the best and most performant way to get the average purchase price for an inventory item from a specific vendor, based on a user-defined time frame (last 3 months, last 12 months, or all time).For the last purchase price, it’s easy — the value is already stored on POVendorInventory.But I need the average price from actual purchases, not just the last one.Supporting a custom date range is my main requirement. An all-time average is not strictly necessary, but would be nice to have — and I want to make sure the query still performs well even if that option is included.Thanks a lot for your help!

When using Report Definitions for a consolidated report for Parent Company A, how can I eliminate transactions between subsidiaries B and C to avoid double-counting values?

Hi,I came up with following issue when trying to confirm the shipments. The behavior and the re-creation steps are as below.The following dialog box appears when confirming the shipment.This can be re-created with the following steps.Create a sales order with an existing configuration version and produce the item. Once the item is produced, create the shipment and do not confirm the shipment.  Create a new configuration version for the same item, and inactive the previous version. (one used to produce the item which is in shipping) Change the default configuration ID in the manufacturing tab of the stock item to the latest revision. Now try to confirm the shipment and you will get the above message. Once the dialog box is populated, the Yes or No buttons does not process the shipment and keep generating the dialog box. This can be eliminated if the default configuration ID of the stock item is cleared. Once cleared, the shipment can be confirmed without above dialog box. I’m trying to

Hello community,I recently came across two issues that I ended up spending some times on it and one of them resulted in a bug fix to be developed so I would like to share so others won’t pull their hair out. Special thanks to ​@Dmitrii Naumov for helping me out.When you create GI (GI X) from other GIs (GI A, ...), if you come to see random errors that some fields do not exist, check the the source GIs (A,B ...) and ensure no unused table exist in those GIs under the sources tab. Acumatica will develop a fix but no ETA. You might have come across this need requiering hierarchical parameters. i.e when you select a Project as first parameter you want to limit the tasks to the selected project as the first parameter not all tasks from all projects. To do so utilize the Schema Field of the parameter and instead of selecting schema from different tables (i.e selecting Project from PMProject and Task from PMTask) use a single table that has those dependent fields together. For instance in thi

Quick Search in GI looses results when you go into a record an then exit back out.  We are using 25 R2.  We have noticed this on miultiple screens.you have to renenter or change the search criteria to get the results back.  Has anyone else noticed this?

How do we give access to the Screen Configuration for a user without granting ‘Administrator’ role?

I have a Healthcare supplier that will need to integrate with their marketplace/commerce called GHX or Global Healthcare Exchange.  Looking to see if anyone has any details how Acumatica would work with GHX.

A majority of our clients populate the long descriptions on line items they sell with important descriptive information for each line. They need to be able to view this on the screen without having to hover over each line item description. Pre-2025R2 we simply used a customization project to toggle the WordWrap for each of those fields allowing all of the text in the field to show and allowing the field to automatically expand to accommodate it. After the 2025R2 update we realized that the WordWrap functionality was removed. Our options now are to create a custom CSS file for each page or to create a global customization in C# to change all of the impacted pages for each customer and deployment. I’m curious if anyone else has found a more elegant way to manage for this change? 

Hi Team,I’m facing an issue with the Customer Statement report while using an Automation Scheduler and would appreciate your help.I have created an Automation Schedule to send the Customer Statement report for a single customer via an Email Template. The overall flow is working fine — the email is triggered and the report is attached successfully.However, I’m facing an issue with the Statement Date parameter:When I manually pass the date in the format 10/04/2026, the report generates correctly with data. But when I use dynamic values like @Today or select Statement Date from schema, the report is generated as blank (no data).It seems like the parameter is not being resolved correctly when using dynamic values.Could anyone please help with:Why dynamic parameters (like @Today or schema fields) are not working in this case? Any specific format or configuration required for Statement Date in Automation Schedules or Email Templates? Steps to fix or best practices to handle this scenari0 Tha

Hi,We are running into an issue with Acumatica DeviceHub and wanted to check whether anyone has seen this before.We are receiving the following error in the DeviceHub log during label printing:Error calling AuthLogin“The number of concurrent API logins specified for your user account on the Users (SM201010) form has been reached.”Here is what we found so far:The DeviceHub user in Users (SM201010) has Max. Number of Concurrent Logins = 3 In License Monitoring Console (SM604000), our license shows: Maximum Number of Web Services API Users = 20 Maximum Number of Concurrent Web Services API Requests = 3 We changed Maximum Number of Concurrent Web Services API Requests from 3 to 5 and tested again, but the error still remained In System Monitor → Active Users, we can see multiple active DeviceHub sessions, including API sessions DeviceHub appears to repeatedly try to log out and log back in, but continues failing with the same AuthLogin error Because of this, printing fails when DeviceHub

Hi there, We just updated our Acumatica version and I’m trying to figure out what the “Project group” is for in the Projects screen. I can’t find anything in Acumatica Resources. Could you let me know how we should use it please? Thank you!   

Hi, I am getting duplicates when printing a credit memo. What’s weird is it not happening to all credit memos and invoices. Only happens to some of them. I’ve attached the report file. Thanks for your help!  

Hi all,In Acumatica Accounts Receivable → Print Statements processing screen, the system is not processing when a large number of records are selected using the Process or Process All buttons and throwing the attached error. This issue occurs specifically in the Modern UI.I attempted the following troubleshooting steps in my dev environment, but the issue still persists: Modified the maxAllowedContentLength and maxRequestLength properties in the Web.config file Modified the Maximum Query Length setting at the IIS level Any input to help identify the root cause and suggest a solution or recommended configuration to handle large record processing in the Modern UI? Thanks in advance! Premalatha N

Has anyone ever created a new workflow or a customization (I don’t believe there is native functionality) to allow a drop-ship PO to be generated from a Project Sales Order or Transfer Order instead of only the normal SO (Sales Order)?For projects and material staging (in the warehouse and on-site) we won’t be using the regular SO due to not needing to invoice the customer as this will all get invoiced through field service or projects. The ultimate goal is to not have to make a drop ship PO from scratch, as it is important to be linked and generated directly from the order.

Hi TeamI have a couple of observations related to the Modern UI behavior:1. Dead Stock Screen – Grid Field (Item Class)In the Dead Stock screen, we added the Item Class field at the grid level using ASPX customization, and it works correctly in the Classic UI.However, in Modern UI, the field is not appearing.I attempted to extend the TypeScript file as below, but unable to extended.import { PXFieldState, PXFieldOptions, placeAfterProperty } from "client-controls";import { INDeadStockEnqResult } from "src/screens/IN/IN405500/IN405500";export interface INDeadStockEnqResultExt extends INDeadStockEnqResult { }export class INDeadStockEnqResult { @placeAfterProperty("InventoryItem__Descr") InventoryItem__ItemClassID: PXFieldState<PXFieldOptions.CommitChanges>;}2. Stock Item Screen – Required Field AsteriskIn the Stock Item screen, we have a custom header-level field marked as Required = true in the DAC.In Classic UI → the red asterisk (*) is displayed correctlyIn Modern UI → the aste

Hi everyone,I’m looking for advice on the best and safest way to purge data from Acumatica. Specifically, I’d like to remove older transactional records (such as Sales Orders, Invoices, and GL entries from past years) that are no longer needed for daily operations.I understand that transactional data often links back to the General Ledger and other master data, so simply deleting records could cause imbalances or impact historical reports. So we want to be extremely careful. Has anyone successfully purged old data while maintaining data integrity and proper audit trails? Are there any built-in tools, best practices, or third-party solutions you’d recommend? Is it better to archive certain data instead of deleting it entirely? If so, how? Any steps or precautions to take before doing a purge (such as closing financial periods or exporting data)? Thanks in advance for any guidance or experience you can share!

Hello Acumatica Community,I'm reaching out to inquire about the best practices for migrating historical data from Sage 300 to Acumatica. Given Sage's significant presence in the market, it seems logical that Acumatica might have developed a user-friendly method for this data transition.From my research, I've come across "Import Scenarios" in Acumatica. Could anyone confirm if this is the recommended approach for importing historical data?Additionally, I'm curious about any potential limitations regarding the types of data (especially transactional data) that can be migrated from Sage to Acumatica. I've encountered varying opinions from different consultants, which has led to some confusion and concern.I would greatly appreciate any insights or experiences you could share regarding this process.

Is there a field where the open PO cost amount is stored, both at the line and order level?  We issue a lot of PO’s that have multiple receipts and I haven’t been able to easily run a report that shows open amount by line as well as the order total.

Hi all,I have a simple report that has a parameter date range, StartDate (defaults to @MonthStart) and EndDate (defaults to @Today). This reports sums the total of orders for that range:=sum([ARTran.NetSalesAmount])The filter is a simple range like this:(ARTran.TranDate >= @StartDate and ARTran.TranDate <= @EndDate)But now I’ve been tasked to turn this into a 6 year range… essentially, A-F date ranges.I thought I could use something like this for the other ranges to pull the numbers:=Sum( IIf( [ARTran.TranDate] >= DateAdd(@StartDate, 'y', -1) AND [ARTran.TranDate] <= DateAdd(@EndDate, 'y', -1), [ARTran.NetSalesAmount], 0 ))But nothing pulls… and I realized it’s because my primary filter is still set to >=@StartDate and <=@EndDate.At this point I’m just confused. I’d prefer to just have one data range parameter and then base the other 5 off the primary (-1 year, -2 year, etc). But it might be simpler to just have 6 date range parameters and wire that up (