Discussion Forums

We’re struggling to figure out how to handle margin calculations on invoices that have been corrected.  Our goal is to first tie our commissions reports to our financials, and then calculate commissions.  If we never correct an invoice, this works fine.Corrected Invoices, though, have three different transactions:The original sales invoice, which does have (on the ARTran record) revenue and cost.  Once corrected, this invoice gets marked as cancelled. The credit memo that wipes out the original sales invoice.  This has negative revenue, but no cost (because the inventory was relieved as part of the original invoice, and since it wasn’t returned, the CM has no inventory transaction). The new sales invoice, which also includes (on the ARTran record) revenue and cost.  The cost, though, is the inventory transaction from the original invoice, not a separate cost transaction.Our current commissions reports, which we don’t tie to the financials, exclude invoices that have a status of Cancell

Hi,Is there a smartsheet integration customization available for 25R1? Our client's package is currently on 21R2. 

Is anyone using the Payroll Module with Unions that have rate changes that fall on a particular day of the week (e.g. August 1st)? And if so how are you handling that change within the system?We’re being told from Acumatica that while different Pay Rates can be used within one Pay Period that the same logic does not apply to deductions/benefits.Seems like a huge deficiency in Construction payroll software or am I missing something?Thanks  

I had a parameter added to the AR Aging report based on a new Attribute.  I had the report working when adding the new Attribute to the parameter, but didn’t pull in data if you selected a specific customer instead of picking the Attribute.  Now, when I try to fix it, the ability to select a customer works, but the Attribute Parameter does not.Report Schema Parameter tabReport Schema Filter TabI have confirmed that I am using the correct Customer.AROWNER_Attributes in my report. Any thoughts as to what I have done wrong? 

Is there a way to sync stock items already in Acumatica with Shopify SKU’s without creating duplicate item numbers in either system? Using Acumatica Shopify Connector

Hello all, My company and I are interested in the projectmanager.com integration and wanted to know how it integrates with Acumatica. We’re curious if there are any integration issues people are having and what kinds of data pull through between the two systems. Any information on this integration for the Acumatica side would be greatly appreciated. Thank you

Hello,In past ERP systems that I have used their was a feature that allowed me to combine multiple financial statements for a particular tenant. Then I was able to run them together as a packet/binder. Am I able to leverage anything within Acumatica that would put this binder together with five or six different reports for each individual branch within a company?  Example - Company = Branches within Acumatica: Regards,Brandon McIlhargey

I’m trying to create a drill down GI for a GI that is grouped by customer and branch, between a range of dates.  When I click on the Net Sales Amount, I want to drill down to the invoices that make up this balance. However, in my drilldown GI, I can’t specify a range of dates: It also doesn’t accept >= @startdate or <=@enddate as a parameter.I’ve attached the GI’s.Has anyone else faced something similar?

Hi everyone,I’m a Product Manager at Cavallo, where we’ve been serving product-led distribution businesses for over 20 years primarily in the Microsoft ERP ecosystem. As we look to expand our reach and better support Acumatica users, I’m connecting with distributors to better understand where current gaps still exist in your systems and processes—even with a modern ERP in place.Whether it’s quoting, order processing, fulfillment, pricing strategies, or customer service workflows, I’m interested in learning: What’s still being handled manually? Are there parts of your operation that feel disconnected or siloed? Do you rely heavily on spreadsheets or tribal knowledge to get through the day? Are you using workarounds or custom scripts to make things work? I’d love to hear directly from folks who are in the trenches every day—what’s slowing you down, where you feel friction, or what’s on your wishlist for process improvement.The goal isn’t to pitch anything, just to open up an honest

Anyone else have issues with autonumbering of duplicate lot/serial’s within the same class?  It seems the system sometimes doesn’t verify that the lot/serial is already used.  It’s infrequent but happens when we have production lines running at higher speeds, there for creating larger number of move transactions.   It is apparent it’s not the intent of the system, but wondering if others are seeing the issue 

Any expenses and documentation associated with a project should follow the default branch of the project, not the branch you happen to be in. It is unrealistic for every employee to change the branch they are in to put in an expense for that branch. In Project Management and Construction in general, the project branch should rule all. We have to change the branch on every expense, payroll, AP, Subcontracts, POs, and project transactions. Every company I have talked to that uses branches in the construction industry has this same issue. I talk to many potential clients and this is something they are concerned about to. This requires a TON of back end work to correct every entry that gets put in by employees not in accounting. Especially anyone using the App. There isn’t an EASY way to change the branch on expenses put into the app.

Hi,I have created a two-step transfer for a single item with a quantity of 100 kg and subsequently generated a receipt to receive the items. However, in this scenario, the item absorbs moisture, resulting in a received quantity greater than 100 kg. When attempting to enter the actual received quantity, the system displays an error, since the entered quantity exceeds the in-transit quantity, and does not allow the transaction to be saved.Could you please advise if there is any method or configuration in Acumatica that would allow receiving more than the in-transit quantity under such circumstances?Thanks,Nadeeka

In a multi currency environment and when you need to capture backlog, Acumatica Cash Purchases are using the day's exchange rate Not the transaction date exchange rate. this results in wrong balances in the Ledger and all financial reports. 

can you check my import scenario it errors on save it works before but it errors now 

Can we create a pre-PO landed cost estimation process in Acumatica? Or is there something already available?We would need to be able to create a non-committal quotation or costing record not tied to a PO: Input supplier quotes (SKU-level or container-level). Add estimated freight, duty, and other costs. Calculate landed cost per item or shipment. Show final estimated unit cost before PO creation. Integrate with master stock list, vendors, currency and exchange rate. Convert to PO if approved.

I'm facing a new issue with reports.I've created a first report, say report 1, that uses two parameters :PDocType PrefNbrThen, I've modified a second report, say report 2, that displays ARInvoice's informations. The modifications that have been done consists in adding the report 1 as subreport inside report 2. As calling parameters, I used :PDocType = current ARInvoice's DocType PrefNbr = current ARInvoice's RefNbrBelow, what is implemented in report 2 :Issue:The value of the current ARInvoice's DocType that is received in the subreport is not the original value, but its translation !! So instead of having 'INV', I get 'Facture' witch is our french translation of INV.  How can I prevent Acumatica from translating the report parameters ?

When creating the kit assembly, the location assigned to the component lines is based on FIFO quantities. How come the lot number doesn’t auto-assign based on this same logic?

The use of System.Threading.Tasks.Parallel type (https://learn.microsoft.com/en-us/dotnet/api/system.threading.tasks.parallel?view=netframework-4.8.1) in Acumatica business logic is currently not supported by the Acumatica Framework. This includes such methods of the Parallel type as Parallel.For and Parallel.ForEach.The current best practices are:The usage Parallel type should be forbidden in the new functionality., It is advised to rework the existing code that uses this construct to replace it with supported mechanisms., The usage of Parallel type and its members in customizations is also not supported.,Acumatica ISV support team will require a justification for every usage of the Parallel type. In addition, in the next Acuminator version all calls to the Parallel type and its members will be reported by the new diagnostic PX1099: https://github.com/Acumatica/Acuminator/blob/dev/docs/diagnostics/PX1099.mdIn many cases, Parallel mechanisms are misused. The intended goals can often be

Hi everyone - The Current Supported Release pages are not loading at this time. The vendor (Gainsight) is aware of some topic page load issues and is currently working on a fix. We hope to have them working again soon! 

Is there a way to have Acumatica sales order numbers match the Shopify Order Number during sync? Would make it much easier for customers to reference one order number instead of multiple.

Changing a Customer’s Status to Credit Hold does not stop Acumatica users from creating Service Orders/Appointments, Sales Orders, or Projects. We have Customers who have not paid their bill for quite awhile but are running into an issue where our Service Department will still conduct Service calls for the Customer because no red flags are being raised when a customer is on Credit Hold. Anyone have any suggestions to restrict Service Orders/Appointments, Sales Orders, or Projects for Customers who haven’t paid their bill in awhile?

Hi Is it possible to use substitution lists to build the description of the Key? I’m not sure if I am doing something wrong, as it is listed in the list of available functions, but I keep getting this error Any help would be greatly appreciated. RegardsBev

I wanted to import image of Items in mass.

Hi!The goal is to have a column on Statement of Operation to show the sum of last three months. So far I am only able to get the column to show value for three months from the current month selected, not adding up the past three months values. (i.e. If selected month is 09-2024, the column only returns data for 06-2024).I have tried changing the Amount Type to Turnover and that would only return the turnover amount of the period that is three months from the current, not the turnover of all three months. Anybody know if this is possible to accomplish with ARM reports and what the formula should look like? Any suggestions are appreciated!Thanks! 

I am trying to have a business event trigger when a new shipment is created that is going to an address outside the US. When that happens, I’d like to update the value in a custom field we have for the shipment, or if that won’t work place the updated value in the Note Text field on the shipment. I have created a GI that successfully finds the new shipments with that criterion, and a business event that is triggering properly when a new shipment is created outside of the US.  The Action Execution is where I am failing and getting an error of ‘Object reference not set to an instance of an object.’ I must not be properly setting up the action execution components - probably in the action name, because I don’t see how to edit a field in the actions.  Pasting in screen shots below: GI I have created is GI989152, and I have selected the Action Screen to be the shipment transaction screen (I believe this is correct). I just don’t see a proper action name however.  I had been using “Insert” (