Discussion Forums

Issue when creating Sales order - SA   I tried to remove the line and re-add and there’s another error coming up  

Hi, I have created the following Import Scenario to import the Shipment for a Sales Order. On the import, the system is auto allocating the random Serial Numbers (with the quantity) on the “Line Detail”.Import ScenarioThe Import Scenario imported the serial Numbers in the detail line but with 0 quantity and also keeping the system allocated lines.Line Details How can i remove the system allocated lines and upload the Serial Numbers as per the data in the Import.Cheers, Adeel    

We have a situation where we have companies created in Acumatica from Shopify then when the customers associated with those companies get created in Acumatica, they are not linked what so ever.  For Shopify B2b capabilities how is AR to be handled when it should be at the company level and not the customer level in Acumatica?  Terms orders

Hi,Is there a method or solution to cross-check Generic Inquiries between the current version and the upgraded sandbox before production upgrade? ThanksPL

Is it possible to issue a monthly bonus check to an employee without having to add a Pay Period?I'm using the "Special" type, but the system is requiring me to enter it in a Pay Period.The employee receives a commission bonus in addition to their biweekly paycheck.thanks.

Hello!I’m required to integrate an external bar code system to Acumatica. Is there any guide or help on the steps that needs to be followed to integrate?Thank You!

Hi CommunityI am setting up a client with multiple companies in the same tenant, who have chosen to use departments as branches. My challenge is that each company has a similar department, e.g. MKT (Marketing). It doesn’t appear to be possible to allow a branch with the same name to be added to each company.I have tried with branch balancing and not balancing.Is there a way around this please? TIA

I want to make a custom field mandatory on a template item, with the condition drawing from a boolean attribute.Is it possible to use attributes in a condition within a customisation package? If so, how? 

Hello Acumatica Community,Our AP workflow is based on Account Group, Tasks, and Cost Codes. I’m looking for guidance on two points: Apply to All Feature - In the Approvals screen (and also in Bills and Adjustments), is there an “Apply to All” feature for tasks and cost codes. For example, if multiple lines on a bill need the same task and cost code, can we assign them in one step rather than editing each line individually?  Preassigning Tasks and Cost Codes - Is there a way to improve our workflow by having Acumatica automatically assign tasks and/or cost codes based on specific vendor and project? Ideally, when we select a vendor (and project), the system would prepopulate the correct task and cost code for all lines. Any advice, configuration tips, or add-on recommendations would be greatly appreciated. Thanks,Konrad | Cratus Inc. 

Hi,  how do we prevent a AP bill from being paid?  The AP bill is entered and released.  It shows up on Aged AP which is good.  But how can we flag this bill to be put on Hold ?    

I am trying to update a custom field in a Sales Order line using the REST API, but I’m encountering the following error:API URL:http://localhost/AcumaticaDA/entity/DefaultExt/24.200.010/SalesOrder?$expand=Details&$select=OrderType,OrderNbr,Details/InventoryID,Details/LineNbr Method: PUTJSON Payload:{  "OrderType": { "value": "SO" },  "OrderNbr": { "value": "000183" },  "Details": [    {      "LineNbr": { "value": "1" },      "MetaData": { "value": "Updated via CBAPI" }    }  ]}Error Returned:{   "message": "An error has occurred.",   "exceptionMessage": "The given key was not present in the dictionary.",   "exceptionType": "System.Collections.Generic.KeyNotFoundException" } Has anyone encountered this issue before? Is there something wrong with the structure of the payload or the custom field name?Any help is appreciated!

Hello all,i am looking if thats possible to add customer name in the Acitivity screen, as in the below screenshot: 

I am trying to create a special paycheck to correct a mistake that was made in the current pay period.In the Help Screen it says:“Special: Paychecks of this type are used for specific payments, such as bonuses. An employee may have as many special paychecks as necessary for one pay period.”Problem: I am able to CREATE and CALCULATE the paycheck, but I am not able to “CREATE PAYROLL PAYMENT”.The paycheck is there with an “Open” status as you can see here: I can go into “Process Payroll Documents” and “Recalculate”. It does show up there:However, when I go to “Create Payroll Payment” It will not show up.Any ideas? I’m stuck. :-)

Good day!We went live 6/2/25 with Acumatica and looking forward to supporting (and getting support) from other Acumatica users. Bear with us if some questions we post seem elementary. Have a great weekend! 

Post data migration process, I was trying to sync credit cards from Authorize.net to our Acumatica 2024 R2 version, but the process ends with error:“E00001: An error occurred during processing. Please try again. The profile in the received response is empty. Please try to send a request later.”I would appreciate any suggestions might help to overcome this issue. Thanks

I’m trying to release the attached report, however, the report crashes before it opens, and one of the filter fields isn’t displaying any results. Any advice on locating what’s causing the problem and how to fix it?

Hi everyone, We’re currently facing an issue with Authorize.Net integration in our Acumatica instance, and I’d like to ask the community (and Acumatica team) whether this behavior is expected following the announced deprecation.  We're using Acumatica 2024 R1 (Build 24.107.0004) and Authorize.Net as our payment gateway.  Everything was functioning normally until July 28, 2025, but starting July 29, our payment transactions began failing during the Create Payment → Authorize step, with the following error:PX.CCProcessingBase.Interfaces.V2.CCProcessingException: One or more of the following settings have not been specified: the merchant API login ID, the transaction key, the test mode, the validation mode.No configuration changes were made on our end — API credentials, payment method setup, and processing center remain untouched.We are aware that Acumatica officially ended support for Authorize.Net on June 30, 2025, with the following note in your announcements:"While transactions may co

Hello, I have successfully imported the stock items in my instance but the Last Cost isn’t getting updated. Below are the screenshots on the same.   Kindly let me know what mistake is being done here.Thanks.

Address Line 3 is on all Acumatica screens and all forms actually pick up the data from Address Line 3.  When enabled and dragged to the proper spot the line is shown on the form in Classic UI. I enabled Address Line 3 or all Acumatica screens in 24xx created a customization package and publish it in 25R1. In Modern UI, the field has dragged over using Screen Configuration.  This example for the Purchase Order. In classic the Address Line 3 showsIs there an easy way or a tool to have fields show in the Modern UI in the same location as in Classic.  I would have to think you have to go into every form in the Modern UI to use the screen configuration to move the fields to where they belong. 

Meet Drew Nisley our Acumatica Community Featured Member for August 2025. It’s great to have you as part of the Acumatica Community ​@DrewNisley!Hi everyone! My name is Drew Nisley and I work at Wayne Door here in Dover, Ohio. I have been here just over 2 years now and I have enjoyed every second of it. I started here straight out of high school and have never looked back.When I got here, I had to learn Acumatica from the ground up. The community has been a huge help in learning the extensiveness of Acumatica and I feel like there is so much more to uncover as I go along. There is a lot of fantastic information on the community and I enjoy finding people's unique solutions while formulating my own. I love being able to help where I can; being able to assist others is very rewarding for me.On a personal note, I am 20 years old and live in Holmes County, Ohio where I grew up in Amish country. In my free time, I enjoy woodworking and spending time with my friends. I also enjoy going to wa

I am not sure why the parameter to search by project was removed.  I run allocations individually by project to check the actuals against my calculated amounts. It just doesn’t make sense if the title is run allocations by project why would you get rid of the ability in the parameter to pull by the project. I am aware that I can search on the Project Id column but it was easier to have it on the top   Pulling by customer is not as useful. Typically with construction there aren’t multiple projects for one customer.

Requesting information on Role Set Up templates for Acumatica Construction Edition for a Prospect.If anyone can share,appreciate the support.

New Form/Grid program error sequence contains no matching element.  In the customization project, I can see the field when I add data fields, but when I save I get the error.  It happens if I add a data field to the form or to the grid.I have written similar programs to this that work.  Cannot figure out what I have wrong on this one. I know the filter on SO works and the Order Types that start with T.  I have tested that statement in SQL.  Program:using System;using MCB_Custom.MspData.DAC;using PX.Data;using PX.Data.BQL;using PX.Data.BQL.Fluent;using PX.Objects.IN;using PX.SM;using PX.Objects.SO;namespace MCBCustom{    public class TagSchedule : PXGraph<TagSchedule>    {        public PXSave<TagScheduleFilter> Save;        public PXCancel<TagScheduleFilter> Cancel;        public PXFilter<TagScheduleFilter> Filter;        public SelectFrom<SOOrder>           .Where<SOOrder.status.IsEqual<SOOrderStatus.open>               .And<SOOrder.orderType.

I would like to prevent users from changing exchange rates on AR invoices and credit memos.  What is the name of the container element that needs to be made view-only?  I’m talking specifically about this widget, they can open it but not change anything:  I can’t find a container element using the word “exchange” or “rate”.  Any help would be appreciated!

Hi everyone,I’m looking to assign a user(IT Manager) in Acumatica with access limited strictly to User Management—specifically, the ability to create, edit,  and reset passwords.This user will only use the system in case I’m unavailable, such as during emergencies, to reset passwords or manage user access. I want to ensure they don’t have broader administrative or system-level permissions.Is there a recommended way to configure this using roles or access rights?Any guidance or best practices would be greatly appreciated!