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Acumatica has a PMProjectRevenueTotal DAC which I can join to the Projects GI to display projects’ Contract Total.  Why does it not include a similar PMProjectExpenseTotal DAC?  I can implement a custom DAC, but I’m wondering why Acumatica doesn’t have one, in case I’m overlooking a difficulty implementing one. 

How do you record scap qty when using MDC and the scanning screens for MFG?We don’t see anywhere to enter a scrap QTY.Example:Produciton order was for 10We made 7 good ones and 3 bad ones(Scrap).Where do I enter the bad (scrap) qty?Thanks! 

I’m having a little trouble with a Project Transactions Import Scenario. I’ve tried a few variations. Some error out with View: Document and this one creates the tranaction but only writes one record in the details section (there are 22 in my sample)I have also tried the ACU version and it fails also. I know I’m missing one thing, but can’t quite place my finger on it. I’ve walked this exact transaction through manually and the system will take these fields. Any input would be greatly appreciated.  

on the following order the subtotal is $2154.72. But on the SO there is no section for it. Is there a way to have it appear in the top section of a sales order?  

We've encountered an issue when creating purchase orders: if the vendor and the branch are in different tax zones, the system prevents the PO from being created.To work around this, we set the vendor's tax zone to "Exempt," which allows the PO to be created successfully. However, when AP enters the bill, the tax zone defaults to blank due to the exemption setting.Is there a way for the AP bill to automatically pull the tax zone from the branch receiving the product instead? This would help us maintain accurate tax handling without having to override or manually adjust fields.Looking forward to your guidance.

in the home screen for sales quotes. When I go to do a search for a customer or quote number using the search bar it does not do anything.  

Hello, I am getting this error when attempting to void a payment that is stuck in Pending Processing status: I have a list of about 20 payments that are stuck in this status, and a majority of them never actually made it to the external processing center, Authorize. They don’t appear in their records.  Since they are stuck in that status and never actually charged the card, I want to void them. However, I get that message that they are locked for editing. I cannot delete or void the payment.  Any ideas on how to resolve this? Thanks!

I am trying to void multiple integrated CC payment documents where the authorization has expired, but I get the following error message:“The payment is locked for editing. Please wait for the external transaction result. If the payment does not get unlocked, click Actions > Validate Card Payment to request the transaction result from the processing center.”When I click the “Validate Card Payment” action button I get the following error message:“Updating 'AR Payment' record raised at least one error. Please review the errors. Error: The 06-2025 financial period of the HIVIS company is closed in Accounts Receivable.”I cannot open the closed period. How do I void these payment records?

Meet Brendan White our Acumatica Community Featured Member for September 2025. It’s great to have you as part of the Acumatica Community ​@bwhite49!Hello community! My name is Brendan White, and I’ve been working with Acumatica since around 2019. I started my Acumatica journey working as an end-user for a manufacturing company in the health food industry.For the past 2.5 years I have been working for Mayer Group. We are an Acumatica partner supporting a diverse group of manufacturing, distribution, and commerce customers. My role in the company revolves around reporting, data updates, and process improvement. You can learn more about us here… https://mayererp.com/I live near the city of Ellsworth situated on the US state of Maine’s coastline. Having Acadia National Park at my doorstep is a treat and a privilege.In my free-time, I enjoy hiking, studying nature, creating habitat for birds and pollinators through meadowscaping, and of course hanging out with my wife Hannah.The Mayer Group

A client is requesting restriction groups to limit what accounts/subaccounts can be used with each branch. I have this mostly configured but they would also like: when a user selects a certain GL account, only 1 subaccount should be available for selection. So, for example, the user selects account 123456, only the 1000 subaccount is available. The catch is, they still want to be able to use the 1000 subaccount outside of the GL accounts that it’s required for. I set up 2 restriction groups per this knowledge base article: Visibility of Subaccounts by Account Knowledge Base ArticleAnd it works. When 123456 is selected, only 1000 is shown. But I also need 1000 to be available (not required) when GL account 789101 is selected. 

Hello Everyone,I’m using Acumatica for data integration purpose and came to an issue of "exceptionMessage": "Execution Timeout Expired.  The timeout period elapsed prior to completion of the operation or the server is not responding.","exceptionType": "PX.Data.PXDatabaseException" We tried to find the root cause and later realized that after we have installed oracle database into the server, this issue started. And whenever oracle db. was turned off, we were able to access all the entities both in web and in API.We are using Acumatica with SQL serverIs there any solution to run both Acumatica and Oracle db. at the same time?

Hello,I have an issue with an import scenario. When I try to import data, I get an error that RateDefinitionID cannot be empty.Does anyone know what may be causing this error?   

I’m really new to Acumatica and the documentation is very sparse.  I’m trying to export stock items to Shopify and facing this random error. Even if I haven’t mapped the weight_unit field.  I’ve scoured the forums and the web and came up dry. I followed all of the instructions in the guide and it still isn’t working. 

For one user, the search bar of the data fields does not work. So he has to click search icon and get the relevant value from the table. Can someone please help me to resolve this issue?

Hello Community,I have a concern on migrating cash account balances for cash accounts in foreign currencies. Here is the steps I have taken.The cash accounts are denominated in foreign currencies which makes unable to post transactions in local currencies. Therefore, when migrating the TB via a journal I have set up a clearing account and debited the balance of foreign currency cash account to the clearing account.  Then created another journal in foreign currency to the cash account crediting the clearing account which makes the clearing account balance is zero.Once the migration is done, the clearing account balance become zero. But it keeps showing the debits and credits posted to in the TB. What we can do to this account to make it not visible in the TB. Thanks,Dulanjana 

Hello gurus,I need your help please.One of my SAAS clients wants to use the new Outlook Add-in ( the new version using OpenID) . I configured it per the instructions and, in Outlook, I opened an email and clicked on the Acumatica add-in then I get the following error: 404 - File or directory not found.I also configured this add-in on my local development instance and it works fine. I checked the manifests ( one from the cloud instance and the other from my local instance) and I noticed a difference on the URL of the resources as for instance:For the local instance:<AppDomain>https://deveudes.tascolihost.com/</AppDomain><SourceLocation DefaultValue=https://deveudes.tascolihost.com/Frames/Outlook/OidcFirstRun.html /><bt:Image id="icon1_16x16" DefaultValue=https://deveudes.tascolihost.com/Frames/Outlook/Acumatica_Teardrop_RGB_MayanBlue_16X16.png /> Whereas, for the cloud instance:<AppDomain>https://xyz.acumatica.com/Scripts/</AppDomain><SourceLocatio

I recently joined a company in the UK , and we extensively use Acumatica for all aspects. In the first week they had to do a snapshot of our data (not that big of a db, as it sub 50gb in size) … but it took almost 4 hours. This would make me think its MS SQL on a server.Now my understanding of AWS and its supported databases (we host on AWS) is that AWS Aurora is SQL compliant, and as such Acumatica should run on it - this is a more robust for resilience and speed (read replicas, fast snapshots etc).Perhaps in my naivety I am making an assumption, but does Accumatica in the backend,  a typical setup us MS SQL ... and if so why not AWS Aurora ?Is it cost or ??? Or any of you as customers running on AWS Aurora in the backend, and positives vs drawbacks.Excuse the ignorance here, I just started, but nothing showed up on a search.

There is no history in transactions of the item showing anything bringing it to zero.  Is there a utility in Acumatica that I can run to recalculate the Average Cost of an item?

I was asked by a client to change the Sales Order status “Completed” to “Shipped” because they found “Completed” misleading. (Completed orders may or may not have been invoiced.) I didn’t find a way to change the workflow status description in the customization workflow, so I looked for a different option. I changed it in the Translation Dictionaries, which I find even simpler. This value was used in multiple places and I could choose to change it globally or by screen. In the example below, I changed the status description for Sales Orders but left it as Completed for Purchase Orders.Hopefully this is helpful for someone looking to make a similar change. 

I want to be able to save multiple PackageContents for an SOShipment in a single API call, but I’m getting odd results. I have the following Body for my PUT REST API request{ "Packages": [ { "PackageContents": [ { "ShipmentSplitLineNbr": { "value": 11 }, "Canister": { "value": 8 }, "Position": { "value": "Bottom" } }, { "ShipmentSplitLineNbr": { "value": 17 }, "Canister": { "value": 8 }, "Position": { "value": "Bottom" } }, { "ShipmentSplitLineNbr": { "value": 19 },

Hello I am working on having a template auto populate when the inventory is selected some of our products are customizable in certain sections and it would be convenient if prompts could auto populate in the record note so they do not need to be retyped every time. Has anyone had success assigning specific stock items with an assigned record note every time the inventory ID is typed? Thank you for your help,JKrug

Hello, Working with my Acumatica test account I ran into some issues with linking payment methods, for this specific example with credit cards, to locations rather than business accounts. For the companies that I am working with they have multiple locations where different buyers purchase for us, and a lot of times they have different shipping addresses and credit cards. This has made it a lot harder to send invoices automatically because I have different emails to send them to, but the business account only holds 1 email. I am curious if anyone had experience with assigning a credit card and email with a specific locations that would allow invoice to only be sent to the information on that location. Or if someone has a better solution I am open to trying them. I know a lot of people have suggested for me to make different business accounts or do parent and child accounts, but that does not really work for retaining CRM the way I would like. I look forward to different suggestions and

Is there a way to change existing fixed assets to post depreciation to expense accounts without potentially breaking the standard fixed asset functionality.

We are implementing a customization to enforce credit card pre-authorization (AuthOnly) as part of the Sales Order workflow. However, during testing in the cloud instance, we encountered a blocking issue: the Authorize.Net (AUTHNET) processing center does not support the "Authorize" action, only "Capture."Error Message (in Create Prepayment popup):“The AUTHNET processing center does not support the Authorize action. The Capture action is supported only for payments that were pre-authorized externally.” Test Context: Environment: Test (non-production) Screen: Sales Orders (SO301000) Action: Create Prepayment → CC – Credit Card → New Card Proc. Center: Authorize.Net Related Thread (Previously Logged):This issue relates to a customization discussed earlier in the Acumatica Community forum:Acumatica Community Thread – Automatically Trigger Credit Card Authorization Popup (Authorize.Net)We received some detailed guidance to: Extend SOOrderEntry Block shipment or order exit actions

I have a landed cost document that needs to be paid before product is received, these fees need to be allocated to the cost of the item. But landed cost documents can’t be paid without a PO receipt. Is there a work around that allows me to easily allocate these fees to the unit cost? Thanks!