Discussion Forums

This is the2nd or 3rd time it has happened to us that we have seen a change in permissions or other misc weird issues after a patch was installed.  Prior to the patch install last week PM role was able to create a task on the activities tab of a project.  We use it to manage/request a permit for a project.  After the patch it was greyed out so they no longer had permission to access it. I fixed it but I am frustrated because it not always easy to find the permission since the permissions are so granular its a time burden. I am trying to get all depts to do everything inside Acumatica rather than using Word/excel but it doesn’t help my case when I have users complaining because now they can’t get in. 

On Process Shipments page, can you only process shipments for that current date (or prior?)  Not any shipments in the future?   We will be closed for a couple weeks and would like to process shipments early  (That will be picked up by UPS while we’re closed)  we would like to keep the scheduled shipment date as actual date UPS picks it up..  For invoice, billing, etc.I see how when creating a shipment you can create for scheduled shipment date.   Also, invoicing.  Prior to releasing you can change the ship date that automatically  adjusts the net30 and posting period.It’s seems like the only hiccup is printing the labels.    

Hello, wondering if anyone is or has had the same issue when updating the current movement class for an item-warehouse using the Update Movement Class screen (IN506100) I’ve tried the following:Select Warehouse and Period, then Click “PROCESS ALL” Projected Movement Class would populate on some items I’ve tried selecting an item with a projected movement class and then click “PROCESS” Current movement class for that item would not get populated on (IN506100). I checked warehouse details for that item-warehouse and there is no value on the movement class.I’d appreciate if anyone has any suggestion or knows what I’m doing wrong to let me know. Thank you!!    

I have created a restriction group to restrict Balance Sheet GL accounts to be accessed only in one branch, this works as expected, but can we exclude one user from this group, so that the user can access all GL Accounts from all branches

hello everyone,I'm trying to give access to an employee so they can create new purchase receipt,ive tried access rights by screen, user etc but I can't seem to find that tabcan anyone assist me 

Hello, We’re in a unique situation where we’ve been live on Acumatica for about six weeks and are rapidly acquiring companies. To summarize, we currently have a single instance, multi-tenant strategy but are unsure how to limit the impact of unsimilar business processes and (especially) customizations to entities in other tenants.For example, we don’t want certain customizations to in one tenant to negatively impact an entity in another tenant. We’re also leery of the financial impact of acquiring another instance. My question, has anyone encountered a similar scenario, and if so, how did they manage it? 

Does anyone know how to create an import scenario for a company tree structure? I'm looking to understand the best practices for setting up and managing hierarchical import data for a company's organizational structure. Any tips or examples would be greatly appreciated.

Hello Community!!In classic UI, We used to have an attribute (InventoryItem.PAM0000151_Attributes) as a parameter, so that user would be able to filter the results in the report by this parameter. In classic UI the user could view the parameter as a drop down field:Now with modern UI, the parameter won’t show up.This is how the parameter is set in the report designer:Any help is really appreciated.

hello all,I have been trying to find a report Qty On Hand traceability report. So the report should display the Qty On Hand for a specific period. For instance, if my qty = 10 for June and I made a sale of 5 in July, so irrespective whenever I would the report if I enter my period of June in filter it should show me that in June month I had a qty of 10 units, expanded by Lot/Serial number & warehouse/Loc. Where can I find such or any references?

Where does Acumatica intend for you to save EIN? Initially I thought it was in the Shipping>Tax Settings section>Tax Registration ID. However, I think that is intended for the Ship-To state. For instance, I input for California the permit number for California, not EIN. I don’t see any box/field designated for EIN in any of the customer profile tabs. The reason I want to have this is so that the team can easily tie a customer back to this number instead of a bill-to if needed; in case there is ambiguity.   

Hi Everyone,We have multiple Business Events, each connected to its own Import Scenario, and all of them target the Sales Orders (SO301000) screen. Each Import Scenario updates different fields (Ship Via, Carrier/Class, Order Type, Prop 65 item, etc.), but they all save the same Sales Order.When a Shopify order is imported, multiple Business Events are triggered at the same time, resulting in errors such as:Another process has updated the 'SOOrder' record. The system failed to commit the Document row. Completed with Errors 0 records of 1 processed / Subscriber not processedSome Import Scenarios have Source Restrictions, while others don't, so merging them into a single Import Scenario isn't straightforward.My questions are:What is the recommended Acumatica approach to avoid these concurrent update conflicts? Is it possible or recommended to have one Business Event with multiple Import Scenario subscribers instead of multiple Business Events?

Need to know how to correct Fixed Assets Accounts on the GL Accounts section that is greyed out.  The accounts should have been 14380 - Vehicles - Automobiles instead of 14385 - Vehicles - Other and Accumulated Depreciation Account should have been 14525 - A/D - Vehicles - Automobiles.  I tried changing the Asset Class on the General tab and it said it would update GL accounts but did not update those above.  Vehicle was placed in service on 11/3/23 and has been depreciated for two months. 

Hi,When I tried to install Acumatica 26 R1 local instance, I got below error.How can I fix this. 

Hello all,I would like to get guidance on how to setup the finance charges and how the posting should be rflected for both AR & AP. For AR whenever I release my payment the posting is like :Cash A/c : Dr (including my Fin charge)AR A/c : CrCharges fee : Cr (fin charge) Simply in AP it is like:Cash A/c : Cr (amount)Cash A/c : Cr (fin charge)AR A/c : Dr (amount)Charges fee : Dr (fin charge) How can I setup the AR thing to my AP module posting?

I have PO with discount when enter PO receipt with auto create bill. After release Po receipt bill generate without discount. The bill should include discount the same PO. Please guide me.

It would be so helpful if there was a way to assign a default email template to a Case Class. The Create Email button within a case automatically using the correct email template based on the Case Class would save a huge amount of time and allow for greater automation in our process flow. Does anyone know if it’s possible to set an email template default for each Case Class? It seems like this would be a widely-used feature (imho). Thank you!

Hi all,Is there a way for us to edit or remove additional sort and filter values in the report screen via a customization?my goal is to add a filter to the list of values shown under the value selector based on Organization ID. im unable to find where this is originated from any help would be greatly appreciated.Thank You.r.manathungage@e-analytics.com

I am trying to update the Required Date Column through and import scenario.  I keep getting error   Error: 1 items have not been processed successfully. View name: Document.  I have tried deleting and readding everything from scratch.  I thought this was going to be something simple but Im missing something.  Not sure what its adding in that paramter or why I cant just specifcy the keys on the POline table and the date and call it good.  

Hi Everyone,I am working with Acumatica 2024R1 (Build 24.100.0139). I have one BigC order placed like below, initially order synced from BigC to Acumatica.Now, I updated line item qty from 1 to 2 in Acumatica and trying to sync this order from Acumatica to BigC but getting error like: “Error: v2/orders does not support product option modifiers with product_option_type = Configurable_Entry_File;Status: BadRequest”Can you suggested possible root cause and fix.

I enabled the Staff Name field on the Service Order screen detail Grid. This is an existing database field that was not previously available in the UI. After adding the control, I am able to see the field in the Classic UI; however, it is not visible in the Modern UI. Do anyone enable data fields to Modern UI.  

Our home office likes to pay a bill to a vendor (many actually), and allocate it out to our 30+ branches (independently managed companies) and then collect reimbursements.    What is the best way to do this with the Acumatica interbranch mapping where when I post the bill to mutliple line items (one for each branch) and then use the due to/from to create a corresponding AP invoice for the branch to pay us back and also create a corresponding open AR receivable in the home office to track all the reimbursements due? 

Is there a way to show the Companies alphabetized by Company ID in the title bar drop down?  Currently they are showing in order based on Name of Company instead of the Company ID. 

When I attempt to correct a previously created Purchase Receipt, the system does not generate an IN Reference. As a result, the Batch Number is also not created.Has anyone encountered this issue before? Any insights into possible causes (configuration, posting status, or known limitations) would be greatly appreciated.

Good day CommunityI have modified the Journal Transactions GL report in Report Writer to display the VAT code for AR, AT or CA batches. This formula needed to be changed after the upgrade to 2026 R1 t dislay correctly. Old firmula is commented out in the below.=Switch( [GLTran.Module] = 'AP', [APTax.TaxID], [GLTran.Module] = 'AR', [ARTax.TaxID],[GLTran.Module] = 'CA', [CATax.TaxID],([GLTran.Module] <> 'AP' or [GLTran.Module] <> 'AR' or [GLTran.Module] <> 'CA'),'CheckModule')/*IIf([GLTran.Module] = 'AP', [APTran.TaxID], IIf([GLTran.Module] = 'AR', [ARTran.TaxID], ''))*/This appeared to work perfectly but we have discovered that it is dropping the VAT Code from some lines in the report.  Please can you check to see if the formula is correct (is asses validation) and why some of these transactions are missing the VAT code on the report.Many thanks on advance.

We’re working with BOMs that have multiple operations that all have required materials that are static no matter what configuration options are chosen. When looking at the price rollup options within Configuration Maintenance the available choices are:  Parent: Only the parent stock item is the source of the configured price. (Fixed price) Children All: The selling price is calculated as the rolled-up selling price of each option,  including any fixed materials on the bill of material, times the quantity of each option. Children CFG: The selling price is calculated as the rolled up selling price of each option, excluding any fixed materials on the bill of material, times the quantity of each option. Parent/Children: The selling price is calculated as both Parent and Children All.  We’re selling larger ticket items and prefer to price things as whole numbers. So ideally we’d prefer to set a base price for the parent part number that accounts for the cost/price of the static materi