Discussion Forums

I made a dashboard that several of my colleagues use. Since they set theirs up, I have made improvements that they can’t see. How do I get my changes to ripple through to everyone? 

We’ve noticed that the Approve and Reject buttons are currently visible not only to the current approvers, but also to record submitters and other approvers who are not part of the current approval step.Could you please advise on how we can restrict the visibility of these buttons so that they are shown only to the current approver in the workflow?Looking forward to your guidance.

Hello,I am trying to format a date field on the results grid on a GI to be MMDDYY with no dashes or slashes I.e.06/01/2022  should be formatted 060122, is there a way to convert with formatting or function?Any help would be greatly appreciate it.  

Is there a way to add a custom action on this? I want to add a download all button on it. 

My task: Update two custom fields in the operation record named JBStartDate and JBEndDateThe Process: programmatically put the production order on hold, update the operations, release the production order from hold.Accomplished: put the production order on hold and release the production order from holdError encountered: updating the operation record (specifically the custom fields JBStartDate and JBEndDate)JSON: {"OrderType" :  {"value": "RO" },"ProductionNbr" : {"value" : "MFG000007-000" }, "Operations" : [{"id" : "c24f0a14-d742-f011-8429-129114ee79ef", "JBStartDate" : { "value" : "2025-10-16T13:24:51Z"}, "JBEndDate" : { "value" : "2025-10-22T11:26:39Z"} },{"id" : "c64f0a14-d742-f011-8429-129114ee79ef", "JBStartDate" : { "value" : "2025-10-22T11:26:40Z"}, "JBEndDate" : { "value" : "2025-10-23T11:57:16Z"} },{"id" : "ca4f0a14-d742-f011-8429-129114ee79ef", "JBStartDate" : { "value" : "2025-10-23T11:57:17Z"}, "JBEndDate" : { "value" : "2025-10-29T07:14:05Z"} }]}Error Message returned (th

Hi,I want to create a notification template and use GI as screen but now it doesn’t list out the all email fields in the “To” field. The GI is using customized DAC and I already linked it with Users DAC but still its not showing Since I want to triggered the template using the Schedule so I cannot use others screen unless GI.  Can anyone help me. Thanks  

Hi Team,I am encountering an issue when attempting to import a refunded order into Acumatica. Below are the steps I followed: A sales order was created in Shopify and successfully imported into Acumatica. A shipment and invoice were created for the sales order and released in Acumatica. The order was refunded in Shopify. When trying to import the refunded order back into Acumatica, I receive the following error for all refund orders "Inserting 'AR Payment record' raised at least one error. Please review the errors. CashAccountID: Cash Account 'TT' cannot be found in the system. Please verify whether you have proper access rights to this object." We do not have any customizations deployed in this instance and I have reviewed all relevant configurations related to Cash Accounts. The payment has the appropriate branch Cash Account set up, and everything appears to be configured correctly.Build version: 25R1Could you kindly share your thoughts on why this might be happening and how t

Hi everyone,when I create an invoice directly from an opportunity, the invoice date is automatically set to the opportunity’s estimated close date. However, I would prefer it to default to the current date instead, while still allowing manual adjustments if needed.Is there a way to configure this behavior? Thanks in advance!Best regards

Dear Team,Could you please advise me where I can setup Subaccount for Equipment Time Card transaction?After release Equipment Time Card, the system generate a Project Transaction with default Subaccount as imagedI have tried to setup on Equipment EP208000, Run-rate Item (Non Stock Item), Project default. How ever the system still pick default subaccount.Thank you for your attentionsYên Chi

Many Acumatica customers use Microsoft 365 collaboration platform (Teams, Outlook, PowerBi, Office, etc) together with Acumatica.  In this AI era, Microsoft has come up with Fabric, an Analyics platform, and Copilot as it’s AI engine.  What’s Acumatica’s strategy to facilitate these tools to its customers? 

When I upload materials into a BOM using the Load Records from File button. I initially see the costs both unit cost and planned cost but when I hit save they get zeroed out.  I then have to run Cost Roll to fix it.  I can’t figure out the right steps to prevent this from happening. I don’t want to have to run cost roll every time we make a BOM. Anyone else use this process for making BOM’s?

We’ve used Avalara for quite a few years, and it works well in Acumatica, but the pricing is becoming astronomical with their year over year increases.  Wondering if anyone else has experience with less expensive options for sales tax calculation that integrates easily in Acumatica without custom integration needed.

I’m trying to test some customizations in the new 2025 R2 Beta. Unfortunately, one of them requires a lookup in FSARTran -- which no longer exists.The Developer notes list it as a Removed Table, and DAC, but don’t suggest what we should use instead of it now. (which is kind of frustrating… removing a class without deprecating it, and then not mentioning in the notes what to do about it…? REALLY???)Does anyone have any idea?This is the code I need to replicate somehow in 2025 R2. In the SO Invoice Entry, when the record is updated, I check to see if there are appointments scheduled and set some User Defined Flags on the Appointment if so:  // Is There and Appointment scheduled? FSARTran arDataExt = FSARTran.PK.Find(Base, row.TranType, row.RefNbr, row.LineNbr); if (arDataExt is null) return; if (arDataExt.AppointmentRefNbr != null) { // ... do some things

Hi,So, I have been trying to build this GI for Qty on Hand for every MTH. The issues is that the INLocationStatus that I have Qty on Hand table has no date in it. So, I can’t get my every MTH Qty I need. And any time I join it with INTran in the Data Sources, the Qty multiples it.Is there any way I can go around this?   

I am getting this error on trying to approve time cards though mobile app. It works if I try to approve from the desktop site.

 I am getting  this error on branchid validation on different users. I have to restart the application in order to fix it.The problem the branch at the top ribbon just disappears 

Hello! We are looking to set up SSO for google. Did purchase the Advanced Authentication. To my understanding that this includes Active directory and other external SSO, Google and Microsoft SSO, two-factor authentication, and openid connect.Issue is we are missing the Google and Microsoft SSO in enable/disable features. And do not see the Google and Microsoft SSO in Activate License screen. Question is do we need to pay separately for the Google and Microsoft SSO license? What does the Advanced Authentication include?Thanks!

Hello, I added a new tab called Material to PJ304000.On the web, everything works as expected: InventoryID,Project and Project Task has a selector. However, in the mobile app, I don’t see all the fields and some appear empty.Here is the code. I can see my new tab:I can also see every field:The issue occurs when I try to add a new row in the mobile app: many fields are missing, and some of the visible ones can’t be changed. If anyone could help me, thanks in advance.

When scheduling a report template the option to add it to an existing automation schedule is provided and automation schedule conditions are added automatically, but the bracketing is missing and needs to be manually adjusted. Is this normal?  

How do I get a list of all contacts listed in Acumatica? We do not have the CRM module. 

Hi,We have a customer who added many customizations to the Submittal form, one of which is that they can add Stock Items to the Submittal. On the Submittal report, they want to list each Stock Item in a table design. Our issue with the table design is that the vertical lines don’t automatically adjust when a Stock Item has a long description, which leads to gaps in between the lines. Is there a way to format the vertical lines in a way that they adjust in height automatically based on the height of the row? Or is there an alternative design feature we can use (instead of lines)?Thank you.

The XXX product availability cannot be exported because of the following error(s): Unexpected error(s) occurred while processing feed documents on Amazon. Feed processing status: FATAL I am getting above error while syncing the Product availablity from Acumatica to Amazon. Can some one assist on this.Trace:    at PX.Commerce.Core.BCSyncHistoryMaint.<ProcessSync>d__45.MoveNext()--- End of stack trace from previous location where exception was thrown ---   at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()   at PX.Concurrency.AsyncExtensions.PrepareForRethrow(Exception exception)   at PX.Concurrency.AsyncExtensions.WaitAndUnwrapException(Func`2 method, CancellationToken cancellationToken)   at PX.Concurrency.AsyncExtensions.<>c__DisplayClass2_0.<ToSync>b__0(CancellationToken cancellationToken)   at PX.Concurrency.Internal.PXLongOperationPars.PopAndRunDelegate(CancellationToken cancellationToken)   at PX.Concurrency.Internal.RuntimeLongOperationManager.Per

Hi Guys, how can i get the tab Text Elements into the Purchase Orders just like in Sales Orders. Hope u can help :)  

Dear Sense,I have a 7GB SnapShot file from Acumatica Cloud. I want to migrate it to my local laptop, but I don’t have access to the Acumatica database because it’s hosted in the cloud. Can you help me migrate my data to my local laptop? Please Help

Hi Team When I send an email using below actions> Purchase order> Print purchase order> send- When I click send I am getting only signature in the email body, however the subject line shows as expected. I am unable to reproduce the issue in another instance or local instance.