Discussion Forums

Hello, a customer wishes a more automatic processing/assigning of incoming E-Mails to opportnuitys. As far as i understood, Acumatica processes incoming E-mails like this and uses tags like this: Automatic Tagging:When Incoming Mail Processing is enabled, Acumatica automatically adds a tag to the subject line of outgoing emails. Tag Purpose:The tag helps Acumatica identify and associate incoming emails with the correct record or conversation thread. Tag Structure:The tag is typically a unique code or identifier placed within brackets at the end of the subject line. Tag Usage:When an email with a tag is received, Acumatica can recognize it as a reply or a forwarded email related to the original email and its corresponding record. Potential Issues:If the tag is removed or altered, Acumatica might not be able to correctly associate the email, potentially leading to misrouted emails or the creation of duplicate records.  When a Opportunity is created for example “OP00001” and a Customer se

We are utilizing the expense receipt and expense claim process to capture our corporate credit card expenses.  We have noticed after releasing the claim at the time when expense receipts are converted into cash purchases that each receipt generates a cash purchase which matches the date and description of the claim not the date and expense of each receipt associated with the claim.  Why?  And can this be changed?  This causes a claim containing 30 different receipts to contain the exact same date and exact same description and little way of distinguishing them when looking at them from the cash purchase inquiries.  It also makes it very difficult during credit card reconciliation because the date of the expense does not match the date listed on the receipt.  Is there a setting that we need to change?  Or is this how it is intended to work?

When sending email statements from the Print Statement screen, AR503500, the process fails and shows the error:“There is no active notification source to process the operation.”The form AR641500 has the statement notification specified in the mailing settings. It does include a condition: If it is branch ;X’ , use XStatement notification, else StatementNotificationThe two email templates for the statement emails are set up correctly with the correct screen AR503500The customer mailing and printing settings include the Statement mailing ID. 

Good morning, I’ve got an issue with the Print/Email AR Documents.  When we go to process emails, we got the error There is no active notification source to process the operation.  It looks like this is due to not having a email template set up for this function.  But, we have a modified email that gets sent when we process a email directly from Print Invoices Report.  Where would this information be stored if I don’t have a template set up?

When attempting to Import the L100 snapshot on local instance of 2025R1 the following error is produced:Package version ‘25.100.0054’ differs from application version ‘25.101.0153’.The current tenant is already loaded w/ U100 as can be observed by the Gibbs user, but I don’t believe that should pose an issue given I am only trying to import the snapshot at this point.When looking online for I wasn’t able to find a Build 25.100.0054. 

Basically, I’m looking to build something similar to the Tenant select combo box on the standard Acumatica login screen.Is there an API call that will return the tenant list of an Acumatica instance?

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.Prese

On the Batch Payment screen there is an Export option that calls and Export by Scenario specified in the Payment Method for the batch.  The bank does not want a typical ACH file, they just want a comma-delimited file of the detail lines, like this:Business / Individual,Privacy,Payee,Routing Number,Account Number,Checking or Savings,Date,Dollar Amount,Credit/Debit,Note to PayeeI,P,Atomic Systems,123456789,444444444,Checking,4/19/2024,9.06,C,I,P,ABC Retailer,341256339,55555555,Checking,4/13/2024,12.45,C,Has anyone accomplished an export like this? I know that we could do it from a GI, but the customer wants to do it from the Batch Payment screen.Thank you in advance.

Hi. I have a custom AR Aging by Salesperson report. There are parameters “From Salesperson” and “To Salesperson” on the report, so it can be run for all salespersons or only an individual one. This all works great.Separately, I have set up and tested a business event (with associated email template and automation schedule) to run the report and email it on a schedule. This is working for the full report. But I need to be able to run each individual salespersons report, based on the from/to parameters and then email to each individually. I see that you can put the report parameters on the email template, but how would I tie together those parameters with the associated email address for that salesperson?Is this possible?

Hopefully you can follow along with the issues we are having with using the correct invoice feature.All of our invoices have some sort of commission split on them for the sales people and when using the correct invoice it generates a credit memo and applies it to the original invoice that is now cancelled. My first question is what happens to the commissions on the original invoice that was cancelled? Are the commissions cancelled too? I couldn’t find any transactions for the commissions and the credit memo that is generated will not allow you to change the commissions, that tab is greyed out. So, then I have a new invoice now and I can correct the invoice however I need to and it will allow me to change the commissions on the new invoice. So, if I increase the sale amount of the item and put in the commission splits it will calculate the commission on the new invoice amount yet if the original amount from the cancelled invoice is not credited then the salesperson will be paid commissi

Installing a new local acumatica installation for testing purposes. The installation went fine with no errors but when I try to go to the web page to log in I get:HTTP Error 500.19 - Internal Server Error The requested page cannot be accessed because the related configuration data for the page is invalid.IIS works fine because I can pull up the page for the default site. Grateful for any insight on this.Thanks in advance!

Favorites keep moving and I can’t explain it other than them being in multiple workspaces and i’m wondering even though it's possible for multiple workspaces is it or is it not best practice? Yesterday Customers was in CRM (sandbox image but production was the same):Today it’s in Sales Rep::  Can anyone explain? My developer just told me about “the system is keeping a relevance tracker” → does anyone know more about this?

What is the proper format for a DateTime parameter when using  OData against a GI that has parameters.A simple sample would be getting a list of customers modified since a certain date / time, assuming parameter name is ModDate. ParametersCondition to apply parameterODataDateText_WithParameters(ModDate=2025-06-01) == 500 - Specified cast is not valid.ODataDateText_WithParameters(ModDate='2025-06-01') == 404ODataDateText_WithParameters(ModDate=2025-06-01T00:00:00Z) == 400 (problem with : )I’ve tried other formatting techniques such as URL encoding the values, encoding the entire parameter string, even asked AI, but that just sent me in circles trying the same things over and over, getting the same results.The only hack I’ve found is to have the parameter derive it’s type from a text field (such as Account Name), and then pass in the value as a string : Mapping to a string schema fieldODataDateText_WithParameters(ModDate='2025-06-01') == works when parameter is mapped to a string field i

When trying to correct an “Open” Invoice (utilizing the … → Correct Invoice),  Customer is getting this error.  Is there limitation on the IN standard order type that prevents the “Correct Invoice” button from being used? 

Hello, I’m trying to create a GI that shows when the quantity of an item ordered is more than available for the item. What we currently have set up looks at individual line items and compares the line items to the qty available. However, we have noticed that one stock item will be used for a 12 pack and a 6 pack non stock item, for example. If someone orders both the 12 pack and the 6 pack, those show up as two separate lines items. We just experienced a situation where the whole order total should have been put on Back order, because there wasn’t enough of the single stock item, but it did not show up on this GI because neither line item by itself was more than the qty available. Does anyone have any suggestions on how to get this condition to look at the whole order, but still specific items? Thanks!

Hello- we are going live with Acumatica payroll in the next coming weeks and I was wondering if anyone had any tips and tricks for payroll they could share. We are a multi union company construction company in the US. Currently we will be uploading our time from HCSS into Acumatica. We’ve worked out a few things and I am still learning about the reports, certified payroll, and tax reports.  Looking forward to this new system and learning the processes! 

I encourage my team to add a product idea whenever we find something that could be improved in Acumatica.It would be useful  to see what my Ideas team have raised and to see the progress.ThanksJames 

Hi I have some code in supplier screen which is approving new suppliers and updates bank details, the code works but clicking update banking details twice only triggers the proper execution, I believe this is related to a caching issue?Please let me know possible fixes for this issue.Thank you!

Hi, I’m new to acumatica. I want to know if I can add a ‘Hold’ action to this in Bills and Adjustments? If yes, how can I do that? Thank you

Would like to add the ability to search for a Customer by address when selecting the search icon in the Customer ID Field. When selecting the search icon a new window pops up to search for a customer. The customer address is not available in this window. How do I add it as a searchable column? 

What solutions have you implemented for costing equipment to projects at non-hourly rates? For example e a company owned jobsite trailer is on the project and they’d like that to cost to the project at a monthly rate for so long as it is onsite. Other equipment gets costed weekly or on daily basis. They’d like to assign the equipment and have it allocate automatically, not relying on equipment timecard entries.  I have a couple ideas but interested in hearing what has worked for others. 

Hi Chris Hackett:Why can’t I view the past event recordings? Were they not recorded? They should have been recorded.Example” Thanks for your help Toon SixToonSix@intercs.com

Hello everyone,I am trying to create an import scenario to bring in a sales order and create a prepayment on that sales order. I am able to bring in the SO just fine however the prepayment does not seem to be working. Has anyone been able to import with this button?The error that I get is: Here is how I have my import lined up: 

Hi guys. Does anyone know how I can get text to wrap in excel, after designing a report in Acumatica Report Designer, It wraps when I export to pdf, but not in excel. All relevant settings such as “Wrap Text” is set to true, but the lines wont break in excel, it appears as one straight line. Does anyone know how to assist please?

Hi, I am creating a GI and meet an issue. One of my result grids with a COUNT aggregate(A) and another of my result grids is a formula(B). I want to use a formula to divide them to get a percentage result (A/B), how can I do it? Attached with the XML file.