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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

Hello,I am importing Sales Orders.  Following the exact steps and data of my import scenario, I can manually enter the Sales Order via the standard interface.  However, my import scenario fails for any stock item that is set as a Make To Order item.  I have added a line to uncheck the Mark For Production box on the sales order line in my scenario since that is what the error message says. “The Free Stock inventory source cannot be selected because the line is marked for production or purchasing.”As a more specific test, I changed the stock item to “No Default” for “Dflt Mark For”, but left the MTO box checked.  I still get the same error.  So it must be the check box on the stock item for “Make to Order”If I uncheck the Make To Order Item box on the stock item, the sales order imports properly.I am unsure how to move past this error and any suggestions would be appreciated!Thanks!

As Payment method and Cash account not required in Credit memo. If added that, its crating Payment record.   

I am working with Acumatica 2024 R2 in Reconciliation Statements screen. I need to add totals of receipts and disbursement in detail section as a footer. I am supposed to make those updates in the detail grid of the Customization Project Editor, but there is no detail grid available. I am new to this kind of configuration. Please show me a detailed method.  Regards,Nisha

Hello, Has anyone encountered this issue before?I recently un-installed and re-installed the Acumatica app on 2 Zebra devices due to personnel changes. Ever since then, the devices are not allowing the picker to scan/manually enter the pick list number (which happens to be our shipment number). As seen in the attached example, the picker would normally enter pick, pack and ship, then scan (or manually enter) the barcode/shipment number at the top of the page.When the 2 devices scan this barcode/enter the shipment number, the device errors out and says “SHP007767 is not valid.”When I try the exact same steps on another device, then it works as it should, and the picker is able to scan the barcode. We currently have a workaround where these 2 devices select “Next List” and follow the prompts to pick and pack. It is very odd to me that this issue is only occurring on these 2 devices where the app was recently re-installed. Any help is appreciated. Thank you so much!

Is there a way to set Retained Earnings to close to one singular subaccount instead of each one individually? And, if not, what is the workaround most people would recommend? Make a journal entry? The only issue I could see with that is that it will have to be done for any transactions that need back-posted to the previous year after closing. 

Acumatica Commerce Connector does not allow mapping of the custom fields for the Sales Order Lines using Entity mapping screen, however, you can use customization engine and include custom fields.To do so, you can create an extension for the Sales Order Processor and include the SO Line custom fields in the API Object.//BCSalesOrderProcessor is the main class that does synchronization of the Sales Orderspublic class BCSalesOrderProcessorExt : PXGraphExtension<BCSalesOrderProcessor>{ public delegate void MapBucketImportDelegate(BCSalesOrderBucket bucket, IMappedEntity existing); //MapBucketImport is mapping the eCommerce API object to Acumatica API Object. [PXOverride] public void MapBucketImport(BCSalesOrderBucket bucket, IMappedEntity existing, MapBucketImportDelegate baseMethod) { baseMethod(bucket, existing); foreach (var detrow in (IEnumerable<SalesOrderDetail>)bucket.Order.Local.Details) { detrow.Custom = new CustomField[]

Good day,Does anyone have a GI or a proposal on how to print multiple purchase orders at that same time.  We have a project that requires print outs of the a certain type of purchase.  Or does the user need to print them one at the time.  Mass print does not work on the GI.  Also, PO print/email process is not set up the same as the Sales orders.Any suggestions? 

Hi AllIs there any feature or solution in Acumatica that allows for entry of an invoice amount before releasing it?Maybe similar to how control quantites work in the shipments screen? The cashier would enter the amount on the invoice as a required action before the invoice can be released.Also just a step futher, maybe enter the amount that the customer is paying with and calculate the change due as well? For example the invoice is $81 and the customer pays with $100, the cashier would enter the $100 and another field would automatically calculate the change due.I know the last inquiry is pushing it and we may need to go down the customization road for all of it. But if there is anything out there for the basics of the inquiry, it’ll be a start.ThanksAmit 

We are wanting to upgrade from 2020 R2 to 2021 R1.   We are on premise so we need to move the a snapshot to a test environment.  We have been on acumatica  for just over a year and our snapshot is already to large to import with the default settings.  We have adjusted the webconfig to allow for our snapshot size of 1.5 Gb (we are just over the limit with our snahot being 1.1Gb).We now get the error “Error: The file is not found, or you don't have enough rights to see the file”   I have tried importing from the server directly with the snapshot right in the c drive.  I have tried creating other snapshots, thinking the first one was corrupt.We do have custom fields created and need a way to bring the snapshot over for proper testing.  What would the official way of doing this be?

I added a smartpanel to the Sales Order screen.  It functions exactly the way I want it to.  The problem is that it only opens 1 time.  If I refresh the page, it works again, but only once.This is my aspx code:<px:PXSmartPanel runat="server" ID="icsPrintSOInvoices" Caption="Print SO Invoices" CaptionVisible="True" Height="220px" AutoRepaint="True" LoadOnDemand="True" Width="400px" ShowAfterLoad="True" Key="SOInvoicesVw" AutoCallBack-Target="icsSOInvoiceList" AutoCallBack-Command="Refresh"> <px:PXGrid runat="server" ID="icsSOInvoiceList" SkinID="Details" Width="100%" DataSourceID="ds" KeepPosition="False" AllowPaging="True" Height="100px"> <Levels> <px:PXGridLevel DataMember="SOInvoicesVw"> <Columns> <px:PXGridColumn DataField="Selected" Width="60" Type="CheckBox" TextAlign="Center" CommitChanges="True" /> <px:PXGridColumn DataField="RefNbr" Width="140" /> <px:PXGridColumn DataField="Do

I am trying to make credit memo numbers return a negative amount and leave the all other doc types positive. This is the code I wrote and I cannot figure out how to get this to work correctly. Any help is appreciated. =IIf([ARInvoice.DocType]='Credit Memo',(IIf([ARTaxTran.CuryTaxableAmt]<>Null Or [ARTaxTran.CuryTaxableAmt]<>0,-([ARInvoice.CuryDetailExtPriceTotal]-[ARTaxTran.CuryTaxableAmt]),0))),(IIf([ARTaxTran.CuryTaxableAmt]<>Null Or [ARTaxTran.CuryTaxableAmt]<>0,([ARInvoice.CuryDetailExtPriceTotal]-[ARTaxTran.CuryTaxableAmt]),0)) 

Hi, Please check out this website. https://www.realwear.com/devices/navigator-520Has anyone come across this product and/or know of a customer who is using these glasses integrated to Acumatica for field services, equipment maintenance?With RealWear Navigator 520, users can log real-time inspection data based on situational hazards and issues – all while remaining hands-free and maintaining situational awareness.Or do you know of anything similar?If yes please advise thanks. 

       Currently, in the liability section of our balance sheet, "Purchase Accrual" and "Accounts Payable" are displayed separately. Our company’s accountant has requested that the values of these two items be combined and shown as a single line item on the balance sheet.After checking, I noticed that it seems I could simply change the account class of "Purchase Accrual" from "othcurliab" to "AP" to achieve this. However, would this cause any issues? Is this the most recommended approach? Are there any better alternative solutions?

Good day,I want to update the BOM Warehouse.  Some of my BOMs are missing the Warehouse.The item warehouse details are correct with the default BOM.  We are using 2023R2Thank you.Evan   

Hello all,I'm reaching out today to see how to recognize revenue for fixed fee billing projects in Acumatica. When I run billing for a fixed fee/percent complete project, it will immediately recognize the entire amount billed as revenue, even if it is a downpayment before work on the project even starts. I've been trying to build an allocation rule that will move that amount to deferred revenue and move the balance back into revenue as we put time and materials into the project, but I haven't had much success with it. I'm curious as to how some of you go about this and any ideas would be greatly appreciated.Thank you,

When entering a new customer and linking to the Parent ID, it is still necessary to populate the Bill To Info on the Child record. Is there a setting to automatically pull the parent info into the child account?

Hi folks,I want to create a pivot from Generic enquiry where I want to do the below image have FY and YTD values. I have already created the GI but the YTD values and sometimes even the FY values are not correct. I am not sure what my formula can improve the result intended on the Pivot table is as follows:My formula for FY2022 is as below (Using AU financial year July to June):=Round(IIF(( [ARTran.TranDate] > Cdate('2021-06-30')) and ([ARTran.TranDate] < Cdate('2022-07-01')),[ARTran.CuryExtPrice],0),2)Formula for YTD is as below:=Round(IIF(( [ARTran.TranDate] > Cdate('2021-06-30')) and ([ARTran.TranDate] < Dateadd(Today(),'y',-4)),[ARTran.CuryExtPrice],0),2)I have attached my GI as well:Pivot table is as below: Any help or tips would be appreciated.

Currently PTO adjustments only update corrected hours.  Need to add hours used field to the adjustment screen so that everyone can see accrued vs used in the PTO inquriy and report, not just corrections.

We have a customer that uses the same inventory ID to represent multiple purchase items. When using the native create purchase order action/process the created purchase order will link the PO to the SO, but on the PO all of the lines are consolidated into a single line. This does not work for their process because the inventory ID represents multiple items on multiple SO lines with unique tran. descriptions. I created the import scenario to create the purchase order, but the 2nd import scenario to link the lines together has not been working (screenshot below). Running this import scenario does not offer an error. It shows that it successfully processed.I am able to manually link the lines using the purchase details screen, just not through an import scenario.The reason I’m using @@TranDesc is because the PO LineNbr field is missing from the Purchasing Details window. That seems to be the best unique ID in this case.  

Hi All, Just exploring the Capable to Promise Functionality.While looking at the screen it seems that the system can do this for all Sales order Types if the Item is a CTP Item.When creating a SO and a QT for the same item, only the SO Order Type shows up as available for Processing. Does anyone know if only certain Order Types are eligible for this?Not quite sure why the Quote would not be available when that is the most common stage needing a Date for the Customer.

The goal is to update the qty required or other fields on the material lines of an existing BOM using an import scenario.I am aware of using the @InventoryID as a lookup, but in our scenario  there may be multiple material lines for the same inventory id on a single operation.  These are typically non-stock items that are called out with different descriptions.  The other option I’m aware of is to lookup by line number, but we have run into issues with this too. When a BOM is edited there are sometimes gaps in the AMBomMatl.lineNbr field, whereas the <Line Number> lookup is always looking at sequential lines.  This may result in the wrong line being updated, or an error if the line number doesn’t exist.  Is there a way to retrieve the sequential line number in a GI, so that we can be sure we are editing the correct line?Any thoughts  @dennisgodsill36 or other import scenario gurus out there?Thanks in advance!Laura

I’m facing an issue with the Aging report in Acumatica. When I run it from the Customer screen, it doesn’t work as expected (no results / broken behavior).   When I run the report directly, it prints an error: "Invalid field".   It seems like the report is missing or misconfigured fields/parameters when launched from both places.Has anyone experienced this before? Do I need to adjust the report parameters (like OrgBAccountID, CustomerID, or others) to fix this issue?Any guidance or examples would be greatly appreciated.Thanks in advance!

How do you restrict the ability to prevent any discount from happening on a hand full of stock items when a sales order is done? 

Hi All,I need to correct an invoice, removing tax and updating bill-to data. (I updated the customer profile to prevent recurrence for future orders).Steps taken to resolve:To avoid reprocessing the shipment (which has already gone out), I followed steps for invoice correction, which generated a correction invoice document that meets my requirements, but when I try to release, I get the error message: The tax amount calculated by the external tax provider cannot be applied to the document. AR Error: Total application amount cannot exceed document amount.For the ARError, I expect this is because my original invoice $ DocBalance is more that the correction invoice (tax amount = $0.00 in the correction document). I saw a solution in another community post for a similar situation where a credit memo equal to the tax amount is applied to the original document, allowing the correcting document to be released. However, when I try, Acumatica doesn’t let me apply my credit memo to the original