Discussion Forums

Hello all, i try to create an Business Event in the Opportnuitys, that creates a task for the Owner.Triggers:Estimated Date is 2 weeks in the past (todays date-14 days) The Opportnuity Stage is on “Angebot nacherfassen”Action:When the two Triggers happen, a task should be created for the owner of the opportunity. -------------------------------------------------------------------------------------------I treid to set it up as follows, but a task isnt created in my instance: Business Event:Maybe the @today -14 is set up wrong here?Subscriber ID: Maybe the owner field is set up wrong here? (I dont want the owner from the source lead, but from the opportnuity. I didnt found an “opportnuity→ Owner” field)Hope you can help.Greetings from Germany

Hello everyone,i want to achieve, that the “Owner” of the Sales Qoute is automatially trasnfered into the “Owner” Field of the Sales Order, that is created out of the Sales Qoute.When a Sales Order is Created out of an Sales Qoute, the Employee, that is linked to your User is put into the Owner Field of the Sales Order, no matter what Owner is originally written in the Sales Quote.I think it is also because the Owner field of the Sales Qoute is another field than the Owner Field of The Sales Order.Field in Sales Quote:Field in Sales Order: (Under the finacial tab) So in conclusion i just want that the Owner of the Sales Quote is written into the Owner Field of the Sales Order.I hope you can help. Greetings

While working in the Inventory Planning Display, I noticed the Group Nbr. column when generating a Purchase Order. The screen lets you assign a different Group Nbr. to each line, but when I run the process, I still only get one PO (as long as the vendor is the same).My questions: What is the intended purpose of the Group Nbr. field in this context? Should assigning different numbers automatically split the lines into separate POs? Or is this field just informational unless you have specific consolidation settings or customizations in place? In my setup, Purchase Order Preferences and Inventory Preferences don’t have any options related to consolidation or grouping by Group Nbr., and in Create Purchase Orders (PO505000) I don’t see a “Group by Group Nbr.” option either.Has anyone successfully used this field to create multiple POs? If so, how is it configured?Thanks in advance!Varun Ram

Hi, Does any one have instructions in how to create an EFT payable file in Acumatica without having the Canadian localization installed. Let me know. The price for the Canadian localization is a little too much for the client and we have to go through the customization route. Thanks,Frances  

My client is looking for to send customers a prepay Invoice or a Proforma Invoice.  Basically Enter an SO and generate an invoice, and once payment arrives they will process shipment and invoice. I set them up using credit terms with prepayment required and it works great. My question is if there is a way to do proforma invoices? I’m thinking I can create a second version of the sales order acknowledgement form and make it look like an invoice. Any other ideas?

We have several customers who are paying through a Credit Card portal that is integrated into our Acumatica. Our main location is Atlanta, but we have customers paying from Orlando and Nashville using the portal.Acumatica will process the payments and the funds will be received. However, the funds will only go into our Atlanta Bank account and not the company for which the transaction took place. This then leaves the transaction as pending processing or balanced (unable to release or close). This is creating many Inter-branch Acumatica Issues. See screen shot below: My questions,1. will activating the Inter-branch Transaction feature in Acumatica release these transactions and show as paid? 2. If activating the Inter-branch feature, will this cause any other issues within Acumatica? Is this a viable solution?Thank you for your time.

I’ve been hearing that Acumatica cares more and more lately about ERP Transactions (vs. Commercial Transactions) so it’s super important that companies keep an eye on how many ERP Transactions they have each month and that they aren’t going over the number of ERP Transactions that they are licensed for or they will start having to pay more for Acumatica. I’m ok with ERP Transactions, they make sense to me, but I noticed a scenario where what I consider to be 1 transaction actually counts as 2 ERP Transactions. Can someone from Acumatica (maybe @Aliya) explain why this is happening? You can see the scenario shown in my demo environment (no customizations) in this 4 minute video segment: 

Hi Acumatica!How can I make the following pivot table display periods ascending chronologically, and sort the GL accounts by name?The constraints of this task are that the GL account displayed on the pivot table is a concatenation of the account CD and the account name, and the financial period displayed is a concatenation of the last 2 and first 4 digits of the Fin period ID.In this example, I was able to sort the columns chronologically only after including the Fin Period ID on the pivot table, but I would like to hide it for readability.Thank You!!! 

When trying to do a mass update to correct customer classes I get the following error message:Error: The Update button is disabled. anyone know how to fix it? 

In the mobile app, I can open a sales order and i can attach a file to a sales order. I have exposed the Shipment screen to mobile, I can open the shipment in the mobile app, but i can not attach a file in the mobile app. What needs to be done to allow a file attachment in the mobile app on a shipment record. The use case is the customers delivery driver is onsite delivering product and wants to open the mobile app, open the shipment and take a picture of the delivery and attach to the shipment.   It appears the exposed SHipment screen is inquiry only.    

Is it possible to code a GI to consolidate GI filter results by checking a check box? We sell flower bulbs in different pack sizes. I made a GI that we can filter by variety name, but it needs to show all individual pack sizes (3 separate stock items). But once I get my sales order range I then need to consolidate those results based on inventory ID.Is it possible to consolidate GI results on the fly like that?

Hi Everyone,Currently, when sending an email , the system shows the "Purchase Order" block (highlighted in the screenshot) on the right side of the Email Activity form:  📷 (screenshot attached) from All email(Screen)->Email ActivityI’d like to add one more row in the highlighted text for Order Nbr.If anyone knows how this can be done, please let me know.Thanks in advance! 

I would like to NOT show lines that show zero values , like the one highlighted in red . Kindly help.   

Based on an older article and the lack of answers when people asked this question, I’m guessing the answer is “They are not”.When an invoice is created using an installment payment terms type, the invoice is initially created for the full amount, but immediately closed.  Subsequent installment invoices are created right afterwards for the individual balances.  If I use a “3 equal payments” terms type, the system creates INV001 for the original invoice, closes it, and then creates INV002, INV003, and INV004 for the installments.I see nothing in the system or in the DAC that gives me a link from INV002, 3, and 4 back to INV001.  The usual “ARTran to SOLine” join logic doesn’t exist either.  Outside of a description, these three installment invoices seem to be related to nothing else.

Hi @all,I created 2 GIs:List of budget per month (GLBudgetLineDetail) screenshot below Sales per month (ARHistory) screenshot belowNow I created another GI and used my GIs above as my tables.Then I Joined the two tabels, that’s ok.But when I try to select the fields for my Join, I can’t choose the fields I need. screenshot belowIn both GIs exist the field “FinPeriodID”. That should be my Join-Field, but it is not shown in Acumatica. I can’t choose it.  Has anyone an idea, how this can be done?  IMAGE 1 - List of budget per month IMAGE 2 - Sales per month IMAGE 3 - Can’t choose fields I need 

I wish there was a way to view API requests or logs from the UI…  The platform is so robust when it comes to API’s and the only thing we can see is from events to the database. This would help a lot when it comes to troubleshooting and implementation!

Has anyone seen this error when attempting to publish a customization with Modern UI files?Build 24.209.0013 I build a simple maintenance screen on the Classic UI, now I’m trying to convert it to the Modern UI and add the files to the customization project in preparation for when I need to do this with our production customizations. I created the MUI files and successfully built them in the FrontendSources/screen folder using the npm run build-dev --- --env screenIds=SWUI0001 command. Then I was able to switch the screen to the MUI and it worked as expected. I then added the files to the customization project, but it won’t publish, and the error doesn’t point to any specific files.   

I’m trying to move the option to see this photo to either the general tab or the main par. However, whenever I try, I get just a text box, and not the image or the selector. Is there a way to move it? I don’t see any additional code that would be creating the image. 

Hello All,I'm looking to generate a production order packet (or traveler) that can move with the job through each stage of the BOM routing. The goal is to have it updated or marked as complete at each production area as that part of the routing is finished. Has anyone found a specific screen, tool, or method that works well for this in your company?Thanks,Heather

Hi Team,We have a requirement to create Issues(IN302000) via API calls and insert line details along with a custom field, but without mapping the custom field in the Web Service Endpoint. Currently, when we use a PUT request, the Issue is created with the line details, but the custom field is not being inserted. Could you please review this and suggest the best possible approach to achieve it.For your reference, we’ve attached the package and the Postman request.http://localhost/NAWEndpoints25.101.0153/(W(7))/entity/Default/24.200.001/InventoryIssue?$expand=Details{    "Details": [        {            "InventoryID": {                "value": "AACOMPUT01"            },            "WarehouseID": {                "value": "WHOLESALE"            },            "Location": {                "value": "R1S1"            },            "Qty": {                "value": 1.000000            },            "UOM": {                "value": "EA"            },           "custom": {                "Transac

Is there a way to have Microsoft Form results automatically enter into Acumatica? We want to give surveys to the customers, and have it come into the system automatically.

   Hello, I am having a need to get the report runner’s information on  the report. Like the phone and email. I studied “Rowaccessinfo”, from which I can just get the DispalyName, UserName, Company, something like this. I  coud not get email and phone from it.    Does anyone know a way to do this?

Hello, I would like to see a report that shows a list of our customers and the average amount of days it takes for each customer to pay their AR invoice. Does this currently exist in Acumatica or is there a way to quickly create it or add it? Any help that you all can provide would be greatly appreciated. Not looking for an integration. 

I have made sure the prerequisites for the capable to promise functionality have been set up, it seems to work with some items but when trying to process a configurable item (after configuring it), I am getting the error below. Does the CTP function work with configurable items? - if not, is there a work around of some sort?   

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