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We are on 2024 R2. We are trying to get b2b on shopify and orders brought into ACM. To try and keep things simple we are keeping all company data in ACM and pushing it out to Shopify. Because each company needs at least one contact we manually loaded contacts into Shopify authorize them to order(because as far as I know, there is no place in ACM for this)I sync all the contacts bidirectionally, but I still get the message‘The sales order could not be imported. Make sure the Chris Cxxxx (7749807079526) customer exists in the Shopify store, has been assigned an appropriate role in the 944636006 location, and has been synchronized with Acumatica ERP. How do I fix this to bring in the order?

Hello,I am using Acumatica Endpoints and try to using Case endpoint to get Related case detail but I am getting error, please check the attached screen shot, please help me  Regards,Abhishek

Hello,Very new to Acumatica, so all apologies now :).  I created my codes as you can see below.  How do I make them now go into effect?  I see Update ABC Code but I can only see that by month.  I want every stock items to be assigned a A, B, or C based off it’s avg BOH dollar amount for lets say over the last year.   

Hi, one of the employees got the wrong Warehouse in the Sales order. What are the remedy for this? Is there a way to change the Warehouse ID on Shipments or somewhere in Sales Order?

I recently corrected a Pro Forma invoice with incorrect amounts by reversing the AR credit memo application and then correcting the Pro Forma(progressive), as explained in Acumatica Help . This worked well for standard cases(progressive).However, I’m looking for guidance on a more complex scenario:👉 How can we properly correct a released Pro Forma invoice that includes at least one Time & Material (T&M) line, especially if the AR document (payment or credit memo) has already been released and applied?Is reversing the AR application (via Application History > Reverse Application) still a valid option in this case? Or is there a different process required when T&M lines are involved?ThanksRaphael

Acumatica only supports 1099 NEC and MISC filing natively. Why are the others still excluded?  When will the other options be available. This is another instance where Acumatica does not satisfy the year end filing requirements for my client base. Client’s do not understand why some 1099 filing options are not supported (I do not either) 

Hi all! Hope your day is going well!It's finally the slow season at my company and I wanna jump into the long list of customization projects that have been put on hold. There's only one issue: I can't get our information into any of the DB's I create through the Acumatica ERP Configuration Wizard due to the Snapshot being 6GB and the limit of 1.5 for restoring snapshots in the created DB. I found this post from four years ago: https://community.acumatica.com/configuration-and-installation-114/import-snapshot-into-test-environment-6303?postid=128322#post128322But I don't understand how I would Backup the DB and the Restore it this way due to not being familiar with those processes listed.  Could someone help with a more dumbed down version of how to get my Company's data into a sandbox instance? I don't care what method so long as i

How do we send an automated email to our customers AP email address that includes the ship confirmation and the delivery image(s)? 

Has anyone ever ran into this issue?When using an email template to send out notifications to customers and the receiver’s preview window for the email does not read the body of the email, but instead lists, “Constants loaded at”? I read that it could be the email provider’s formatting is reading open characters first instead of the characters it is supposed to catch first, however I didn’t seem to find a solution. Any thoughts?

A prospect is interested in a membership Management system where its new prospects can create accounts and apply for membership, old members can apply for renewals, download membership certificates, upload receipts of payment and their ongoing project profiles etc. Please recommend an ISV for this solution that integrates with Acumatica receivables.

When I add manual document discount to Po Order ,discount amount don't reduce automatically. I want to auto reduce at AP bill . Is this possible ? How solve?

For those new to ASP.NET, (like me) this is a good explanation of the process and hopefully demystifies the delays. Here is the step-by-step process:1. The compilation of C# code into a DLLAn ASP.NET project's C# code, including the "code-behind" files (e.g., MyPage.aspx.cs), is compiled into a Dynamic-Link Library (.dll). This compilation typically happens during development or deployment in a "Web Application Project" model. The C# code contains the application's core logic, event handlers for page elements, and methods for interacting with data. This .dll file is placed in the bin directory of the web application. 2. The user's browser requests an .aspx pageWhen a user requests an .aspx page, such as http://www.example.com/MyPage.aspx, the web server's ASP.NET runtime intercepts the request.  3. The ASP.NET runtime compiles the .aspx pageThe ASP.NET runtime is a key component of this process. If it's the first time the page has been requested since the application was deployed or ch

Acumatica allows displaying the endpoint schema with a REST call. This is an example of the Customer endpoint schema.localhost/acumaticadb/entity/Default/24.200.001/Customer/$adHocSchemaI put the output on my server as it too large to display in a post.https://johnspikowski.com/acumatica/customer_schema.txtThe Web Services Endpoint screen is another asset for endpoint definitions.http://localhost/acumaticadb/Main?CompanyID=Demo&ScreenId=SM2070PL 

We are relatively new to Acumatica so I am trying to find out if it is possible to create a generic inquiry that uses a Data Provider to an external MS SQL database to pull data and create dashboards. That is the high level question.DETAILSWe are running Acumatica version 22 R1. I have a Data Provider using the MS SQL Provider type that connects to an external MS SQL database that runs a specialty manufacturing application that we use. The Data Provider is working and I am using that data provider to power some import scenarios that bring new customers and invoices from the manufacturing application into Acumatica on a daily basis. This has been working great so I know I can connect and pull data using an import scenario.OBJECTIVEWhat I would like to do is create a dashboard in Acumatica that shows any accounts that have been closed in our manufacturing application that are still open in Acumatica. This would be used by the accounting department to see which accounts we need to potenti

Hi All,I know that the system will create demand based on historical data, but how far back will that go?If I have a client that has been using Acumatica for a year and they turn on replenishment now, do we turn on the moving average and update to 12 months and it will calculate the last year of transactions?Thanks!

Hi,What is last Acumatica supported version?Second moment, which I need to clarify, how to find out which endpoint version corresponds to Acumatica version ? Does any endpoint version can be imported for any Acumatica version or there are some rules and logic, which must be followed for correct work ?

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 Drew Nisley - Acumatica Community Featured Member for August 2025Meet Drew Nisley our Acumatica Community Featured Member for August 2025. It’s great to have you as part of the Acumatica Community ​@DrewNisley! Acumatica Community Webinar - Data by Design: Unlocking Acumatica’s Report Designer - August 20, 2025Data by Design: Unlocking Acumatica’s Report DesignerTired of reports that don’t quite show what you need?  You’re not alone – and you don’t need to be a developer to fix it.  In this practical, beginner friendly webinar, Laura Jaffe will show you how to unlock the full potential of Acumatica’s Report Designer so you can shape your data to fit your business.Presen

Hello,I am importing Sales Orders.  Following the exact steps and data of my import scenario, I can manually enter the Sales Order via the standard interface.  However, my import scenario fails for any stock item that is set as a Make To Order item.  I have added a line to uncheck the Mark For Production box on the sales order line in my scenario since that is what the error message says. “The Free Stock inventory source cannot be selected because the line is marked for production or purchasing.”As a more specific test, I changed the stock item to “No Default” for “Dflt Mark For”, but left the MTO box checked.  I still get the same error.  So it must be the check box on the stock item for “Make to Order”If I uncheck the Make To Order Item box on the stock item, the sales order imports properly.I am unsure how to move past this error and any suggestions would be appreciated!Thanks!

As Payment method and Cash account not required in Credit memo. If added that, its crating Payment record.   

I am working with Acumatica 2024 R2 in Reconciliation Statements screen. I need to add totals of receipts and disbursement in detail section as a footer. I am supposed to make those updates in the detail grid of the Customization Project Editor, but there is no detail grid available. I am new to this kind of configuration. Please show me a detailed method.  Regards,Nisha

Hello, Has anyone encountered this issue before?I recently un-installed and re-installed the Acumatica app on 2 Zebra devices due to personnel changes. Ever since then, the devices are not allowing the picker to scan/manually enter the pick list number (which happens to be our shipment number). As seen in the attached example, the picker would normally enter pick, pack and ship, then scan (or manually enter) the barcode/shipment number at the top of the page.When the 2 devices scan this barcode/enter the shipment number, the device errors out and says “SHP007767 is not valid.”When I try the exact same steps on another device, then it works as it should, and the picker is able to scan the barcode. We currently have a workaround where these 2 devices select “Next List” and follow the prompts to pick and pack. It is very odd to me that this issue is only occurring on these 2 devices where the app was recently re-installed. Any help is appreciated. Thank you so much!

Is there a way to set Retained Earnings to close to one singular subaccount instead of each one individually? And, if not, what is the workaround most people would recommend? Make a journal entry? The only issue I could see with that is that it will have to be done for any transactions that need back-posted to the previous year after closing. 

Acumatica Commerce Connector does not allow mapping of the custom fields for the Sales Order Lines using Entity mapping screen, however, you can use customization engine and include custom fields.To do so, you can create an extension for the Sales Order Processor and include the SO Line custom fields in the API Object.//BCSalesOrderProcessor is the main class that does synchronization of the Sales Orderspublic class BCSalesOrderProcessorExt : PXGraphExtension<BCSalesOrderProcessor>{ public delegate void MapBucketImportDelegate(BCSalesOrderBucket bucket, IMappedEntity existing); //MapBucketImport is mapping the eCommerce API object to Acumatica API Object. [PXOverride] public void MapBucketImport(BCSalesOrderBucket bucket, IMappedEntity existing, MapBucketImportDelegate baseMethod) { baseMethod(bucket, existing); foreach (var detrow in (IEnumerable<SalesOrderDetail>)bucket.Order.Local.Details) { detrow.Custom = new CustomField[]

Good day,Does anyone have a GI or a proposal on how to print multiple purchase orders at that same time.  We have a project that requires print outs of the a certain type of purchase.  Or does the user need to print them one at the time.  Mass print does not work on the GI.  Also, PO print/email process is not set up the same as the Sales orders.Any suggestions? 

Hi AllIs there any feature or solution in Acumatica that allows for entry of an invoice amount before releasing it?Maybe similar to how control quantites work in the shipments screen? The cashier would enter the amount on the invoice as a required action before the invoice can be released.Also just a step futher, maybe enter the amount that the customer is paying with and calculate the change due as well? For example the invoice is $81 and the customer pays with $100, the cashier would enter the $100 and another field would automatically calculate the change due.I know the last inquiry is pushing it and we may need to go down the customization road for all of it. But if there is anything out there for the basics of the inquiry, it’ll be a start.ThanksAmit