Discussion Forums

When looking up a Location in forms like an Inventory Issue transaction, make it so that locations with inventory on hand show up first.  The current lookup in an inventory Issue sorts purely by Location which usually forces the user to filter on the on hand column.One idea I had was to add a check box at the top of the Location lookup screen that is labeled something like “On Hand Only” that is checked by default, which would filter the listing down to locations that have inventory on hand.Another idea is to just sort first by On Hand descending, and then by Location.This idea has been in my head for years, but a new customer that is about to go-live asked me about this today.

Emails are just sitting on Pending Processing when i go to Exchange Synchronisation Process and Process error below prompted; CS Error: An error occurred during the synchronization of emails.You have exceeded the available concurrent connections for your account. Try again once your other requests have completed. When i tried t initialize server as belowbelow error prompts;You have exceeded the available concurrent connections for your account. Try again once your other requests have completed.

This formula has worked fine for months. Nobody has messed with it recently, but it suddenly doesn’t want to work. The printed form just spells out the formula text and doesn’t display the retainage percent being called. What could cause this to break itself?   

Good day,I want to send GI results in one email.  Below is the email. Right now it is sending one email for each line.  However do I get it send the GI results in one email.  I have business event set up tor run export results that feeds into the Email notification.Any assistance would be helpfuiEvan 

In this Coffee & Code session, we’ll dive into OAuth and APIs, with a focus on creating and managing custom endpoints, and use of different parameters for integration. We’ll walk through the fundamentals of OAuth authentication and authorization, explore how APIs can securely expose data, and discuss best practices for designing custom endpoints that extend platform functionality. A live demo will showcase how developers can implement OAuth flows and build custom endpoints that integrate seamlessly with external applications. We will also discuss the upcoming changes related to the API integration and how it affects the ISV solutions.Speakers: Natesan Sivaramakrishnan Technical Account Manager Vidhya Hariharasubramanian Lead Technical Account Manager Varthini Bhaskaran Sr Technical Account Manager   

I am looking to create a GI that will allow our users the ability to see their requests and pull information from the Requisition and/or Purchase Order that was generated from their request. I am running into some challenges and thought I would reach out to the community…1) Our Requisitions are created by our purchasing team, thus from a request to a requisition there is no insight into who the requisition was requested by only a created user. I do see that on the requisition you can look at the Request Details and see an Employee ID - does anyone know the DAC that link these? 2) Is there an ability to create multiple requisitions to one purchase order? I ask this because if this is the case, we could have a requisition that was requested by multiple users. As the information is merged together into one purchase order I need to provide the ability to show the multiple users their requisition and purchase order information.Overall, I am working on providing more insight for our users to

Hi All.I have created a custom calculated field in the Price/Cost tab of the Inventory Item screen. It is working fine and populating data there, but in the Generic Inquiry (GI) it shows null values for some rows. However, when I click on an item from the GI and open the Price/Cost tab, I can see that the data exists.Can anyone guide me on what might be causing this?I have attach the customization Package 

Im using this query to get data from InventorySummaryEnquiryResultvar query = new PXSelectReadonly<InventorySummaryEnquiryResult>(new PXGraph()).Select<InventorySummaryEnqFilter>().Where(s => s.SiteID == 13).FirstOrDefault(); But i have an error message in the app Invalid object name “InventorySummaryEnquiryResult”

Acumatica has a PMProjectRevenueTotal DAC which I can join to the Projects GI to display projects’ Contract Total.  Why does it not include a similar PMProjectExpenseTotal DAC?  I can implement a custom DAC, but I’m wondering why Acumatica doesn’t have one, in case I’m overlooking a difficulty implementing one. 

How do you record scap qty when using MDC and the scanning screens for MFG?We don’t see anywhere to enter a scrap QTY.Example:Produciton order was for 10We made 7 good ones and 3 bad ones(Scrap).Where do I enter the bad (scrap) qty?Thanks! 

I’m having a little trouble with a Project Transactions Import Scenario. I’ve tried a few variations. Some error out with View: Document and this one creates the tranaction but only writes one record in the details section (there are 22 in my sample)I have also tried the ACU version and it fails also. I know I’m missing one thing, but can’t quite place my finger on it. I’ve walked this exact transaction through manually and the system will take these fields. Any input would be greatly appreciated.  

on the following order the subtotal is $2154.72. But on the SO there is no section for it. Is there a way to have it appear in the top section of a sales order?  

We've encountered an issue when creating purchase orders: if the vendor and the branch are in different tax zones, the system prevents the PO from being created.To work around this, we set the vendor's tax zone to "Exempt," which allows the PO to be created successfully. However, when AP enters the bill, the tax zone defaults to blank due to the exemption setting.Is there a way for the AP bill to automatically pull the tax zone from the branch receiving the product instead? This would help us maintain accurate tax handling without having to override or manually adjust fields.Looking forward to your guidance.

in the home screen for sales quotes. When I go to do a search for a customer or quote number using the search bar it does not do anything.  

Hello, I am getting this error when attempting to void a payment that is stuck in Pending Processing status: I have a list of about 20 payments that are stuck in this status, and a majority of them never actually made it to the external processing center, Authorize. They don’t appear in their records.  Since they are stuck in that status and never actually charged the card, I want to void them. However, I get that message that they are locked for editing. I cannot delete or void the payment.  Any ideas on how to resolve this? Thanks!

I am trying to void multiple integrated CC payment documents where the authorization has expired, but I get the following error message:“The payment is locked for editing. Please wait for the external transaction result. If the payment does not get unlocked, click Actions > Validate Card Payment to request the transaction result from the processing center.”When I click the “Validate Card Payment” action button I get the following error message:“Updating 'AR Payment' record raised at least one error. Please review the errors. Error: The 06-2025 financial period of the HIVIS company is closed in Accounts Receivable.”I cannot open the closed period. How do I void these payment records?

Meet Brendan White our Acumatica Community Featured Member for September 2025. It’s great to have you as part of the Acumatica Community ​@bwhite49!Hello community! My name is Brendan White, and I’ve been working with Acumatica since around 2019. I started my Acumatica journey working as an end-user for a manufacturing company in the health food industry.For the past 2.5 years I have been working for Mayer Group. We are an Acumatica partner supporting a diverse group of manufacturing, distribution, and commerce customers. My role in the company revolves around reporting, data updates, and process improvement. You can learn more about us here… https://mayererp.com/I live near the city of Ellsworth situated on the US state of Maine’s coastline. Having Acadia National Park at my doorstep is a treat and a privilege.In my free-time, I enjoy hiking, studying nature, creating habitat for birds and pollinators through meadowscaping, and of course hanging out with my wife Hannah.The Mayer Group

A client is requesting restriction groups to limit what accounts/subaccounts can be used with each branch. I have this mostly configured but they would also like: when a user selects a certain GL account, only 1 subaccount should be available for selection. So, for example, the user selects account 123456, only the 1000 subaccount is available. The catch is, they still want to be able to use the 1000 subaccount outside of the GL accounts that it’s required for. I set up 2 restriction groups per this knowledge base article: Visibility of Subaccounts by Account Knowledge Base ArticleAnd it works. When 123456 is selected, only 1000 is shown. But I also need 1000 to be available (not required) when GL account 789101 is selected. 

Hello Everyone,I’m using Acumatica for data integration purpose and came to an issue of "exceptionMessage": "Execution Timeout Expired.  The timeout period elapsed prior to completion of the operation or the server is not responding.","exceptionType": "PX.Data.PXDatabaseException" We tried to find the root cause and later realized that after we have installed oracle database into the server, this issue started. And whenever oracle db. was turned off, we were able to access all the entities both in web and in API.We are using Acumatica with SQL serverIs there any solution to run both Acumatica and Oracle db. at the same time?

Hello,I have an issue with an import scenario. When I try to import data, I get an error that RateDefinitionID cannot be empty.Does anyone know what may be causing this error?   

I’m really new to Acumatica and the documentation is very sparse.  I’m trying to export stock items to Shopify and facing this random error. Even if I haven’t mapped the weight_unit field.  I’ve scoured the forums and the web and came up dry. I followed all of the instructions in the guide and it still isn’t working. 

For one user, the search bar of the data fields does not work. So he has to click search icon and get the relevant value from the table. Can someone please help me to resolve this issue?

Hello Community,I have a concern on migrating cash account balances for cash accounts in foreign currencies. Here is the steps I have taken.The cash accounts are denominated in foreign currencies which makes unable to post transactions in local currencies. Therefore, when migrating the TB via a journal I have set up a clearing account and debited the balance of foreign currency cash account to the clearing account.  Then created another journal in foreign currency to the cash account crediting the clearing account which makes the clearing account balance is zero.Once the migration is done, the clearing account balance become zero. But it keeps showing the debits and credits posted to in the TB. What we can do to this account to make it not visible in the TB. Thanks,Dulanjana 

Hello gurus,I need your help please.One of my SAAS clients wants to use the new Outlook Add-in ( the new version using OpenID) . I configured it per the instructions and, in Outlook, I opened an email and clicked on the Acumatica add-in then I get the following error: 404 - File or directory not found.I also configured this add-in on my local development instance and it works fine. I checked the manifests ( one from the cloud instance and the other from my local instance) and I noticed a difference on the URL of the resources as for instance:For the local instance:<AppDomain>https://deveudes.tascolihost.com/</AppDomain><SourceLocation DefaultValue=https://deveudes.tascolihost.com/Frames/Outlook/OidcFirstRun.html /><bt:Image id="icon1_16x16" DefaultValue=https://deveudes.tascolihost.com/Frames/Outlook/Acumatica_Teardrop_RGB_MayanBlue_16X16.png /> Whereas, for the cloud instance:<AppDomain>https://xyz.acumatica.com/Scripts/</AppDomain><SourceLocatio

I recently joined a company in the UK , and we extensively use Acumatica for all aspects. In the first week they had to do a snapshot of our data (not that big of a db, as it sub 50gb in size) … but it took almost 4 hours. This would make me think its MS SQL on a server.Now my understanding of AWS and its supported databases (we host on AWS) is that AWS Aurora is SQL compliant, and as such Acumatica should run on it - this is a more robust for resilience and speed (read replicas, fast snapshots etc).Perhaps in my naivety I am making an assumption, but does Accumatica in the backend,  a typical setup us MS SQL ... and if so why not AWS Aurora ?Is it cost or ??? Or any of you as customers running on AWS Aurora in the backend, and positives vs drawbacks.Excuse the ignorance here, I just started, but nothing showed up on a search.