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There is no history in transactions of the item showing anything bringing it to zero.  Is there a utility in Acumatica that I can run to recalculate the Average Cost of an item?

I was asked by a client to change the Sales Order status “Completed” to “Shipped” because they found “Completed” misleading. (Completed orders may or may not have been invoiced.) I didn’t find a way to change the workflow status description in the customization workflow, so I looked for a different option. I changed it in the Translation Dictionaries, which I find even simpler. This value was used in multiple places and I could choose to change it globally or by screen. In the example below, I changed the status description for Sales Orders but left it as Completed for Purchase Orders.Hopefully this is helpful for someone looking to make a similar change. 

I want to be able to save multiple PackageContents for an SOShipment in a single API call, but I’m getting odd results. I have the following Body for my PUT REST API request{ "Packages": [ { "PackageContents": [ { "ShipmentSplitLineNbr": { "value": 11 }, "Canister": { "value": 8 }, "Position": { "value": "Bottom" } }, { "ShipmentSplitLineNbr": { "value": 17 }, "Canister": { "value": 8 }, "Position": { "value": "Bottom" } }, { "ShipmentSplitLineNbr": { "value": 19 },

Hello I am working on having a template auto populate when the inventory is selected some of our products are customizable in certain sections and it would be convenient if prompts could auto populate in the record note so they do not need to be retyped every time. Has anyone had success assigning specific stock items with an assigned record note every time the inventory ID is typed? Thank you for your help,JKrug

Hello, Working with my Acumatica test account I ran into some issues with linking payment methods, for this specific example with credit cards, to locations rather than business accounts. For the companies that I am working with they have multiple locations where different buyers purchase for us, and a lot of times they have different shipping addresses and credit cards. This has made it a lot harder to send invoices automatically because I have different emails to send them to, but the business account only holds 1 email. I am curious if anyone had experience with assigning a credit card and email with a specific locations that would allow invoice to only be sent to the information on that location. Or if someone has a better solution I am open to trying them. I know a lot of people have suggested for me to make different business accounts or do parent and child accounts, but that does not really work for retaining CRM the way I would like. I look forward to different suggestions and

Is there a way to change existing fixed assets to post depreciation to expense accounts without potentially breaking the standard fixed asset functionality.

We are implementing a customization to enforce credit card pre-authorization (AuthOnly) as part of the Sales Order workflow. However, during testing in the cloud instance, we encountered a blocking issue: the Authorize.Net (AUTHNET) processing center does not support the "Authorize" action, only "Capture."Error Message (in Create Prepayment popup):“The AUTHNET processing center does not support the Authorize action. The Capture action is supported only for payments that were pre-authorized externally.” Test Context: Environment: Test (non-production) Screen: Sales Orders (SO301000) Action: Create Prepayment → CC – Credit Card → New Card Proc. Center: Authorize.Net Related Thread (Previously Logged):This issue relates to a customization discussed earlier in the Acumatica Community forum:Acumatica Community Thread – Automatically Trigger Credit Card Authorization Popup (Authorize.Net)We received some detailed guidance to: Extend SOOrderEntry Block shipment or order exit actions

I have a landed cost document that needs to be paid before product is received, these fees need to be allocated to the cost of the item. But landed cost documents can’t be paid without a PO receipt. Is there a work around that allows me to easily allocate these fees to the unit cost? Thanks!

I made a dashboard that several of my colleagues use. Since they set theirs up, I have made improvements that they can’t see. How do I get my changes to ripple through to everyone? 

We’ve noticed that the Approve and Reject buttons are currently visible not only to the current approvers, but also to record submitters and other approvers who are not part of the current approval step.Could you please advise on how we can restrict the visibility of these buttons so that they are shown only to the current approver in the workflow?Looking forward to your guidance.

Hello,I am trying to format a date field on the results grid on a GI to be MMDDYY with no dashes or slashes I.e.06/01/2022  should be formatted 060122, is there a way to convert with formatting or function?Any help would be greatly appreciate it.  

Is there a way to add a custom action on this? I want to add a download all button on it. 

My task: Update two custom fields in the operation record named JBStartDate and JBEndDateThe Process: programmatically put the production order on hold, update the operations, release the production order from hold.Accomplished: put the production order on hold and release the production order from holdError encountered: updating the operation record (specifically the custom fields JBStartDate and JBEndDate)JSON: {"OrderType" :  {"value": "RO" },"ProductionNbr" : {"value" : "MFG000007-000" }, "Operations" : [{"id" : "c24f0a14-d742-f011-8429-129114ee79ef", "JBStartDate" : { "value" : "2025-10-16T13:24:51Z"}, "JBEndDate" : { "value" : "2025-10-22T11:26:39Z"} },{"id" : "c64f0a14-d742-f011-8429-129114ee79ef", "JBStartDate" : { "value" : "2025-10-22T11:26:40Z"}, "JBEndDate" : { "value" : "2025-10-23T11:57:16Z"} },{"id" : "ca4f0a14-d742-f011-8429-129114ee79ef", "JBStartDate" : { "value" : "2025-10-23T11:57:17Z"}, "JBEndDate" : { "value" : "2025-10-29T07:14:05Z"} }]}Error Message returned (th

Hi,I want to create a notification template and use GI as screen but now it doesn’t list out the all email fields in the “To” field. The GI is using customized DAC and I already linked it with Users DAC but still its not showing Since I want to triggered the template using the Schedule so I cannot use others screen unless GI.  Can anyone help me. Thanks  

Hi Team,I am encountering an issue when attempting to import a refunded order into Acumatica. Below are the steps I followed: A sales order was created in Shopify and successfully imported into Acumatica. A shipment and invoice were created for the sales order and released in Acumatica. The order was refunded in Shopify. When trying to import the refunded order back into Acumatica, I receive the following error for all refund orders "Inserting 'AR Payment record' raised at least one error. Please review the errors. CashAccountID: Cash Account 'TT' cannot be found in the system. Please verify whether you have proper access rights to this object." We do not have any customizations deployed in this instance and I have reviewed all relevant configurations related to Cash Accounts. The payment has the appropriate branch Cash Account set up, and everything appears to be configured correctly.Build version: 25R1Could you kindly share your thoughts on why this might be happening and how t

Hi everyone,when I create an invoice directly from an opportunity, the invoice date is automatically set to the opportunity’s estimated close date. However, I would prefer it to default to the current date instead, while still allowing manual adjustments if needed.Is there a way to configure this behavior? Thanks in advance!Best regards

Dear Team,Could you please advise me where I can setup Subaccount for Equipment Time Card transaction?After release Equipment Time Card, the system generate a Project Transaction with default Subaccount as imagedI have tried to setup on Equipment EP208000, Run-rate Item (Non Stock Item), Project default. How ever the system still pick default subaccount.Thank you for your attentionsYên Chi

Many Acumatica customers use Microsoft 365 collaboration platform (Teams, Outlook, PowerBi, Office, etc) together with Acumatica.  In this AI era, Microsoft has come up with Fabric, an Analyics platform, and Copilot as it’s AI engine.  What’s Acumatica’s strategy to facilitate these tools to its customers? 

When I upload materials into a BOM using the Load Records from File button. I initially see the costs both unit cost and planned cost but when I hit save they get zeroed out.  I then have to run Cost Roll to fix it.  I can’t figure out the right steps to prevent this from happening. I don’t want to have to run cost roll every time we make a BOM. Anyone else use this process for making BOM’s?

We’ve used Avalara for quite a few years, and it works well in Acumatica, but the pricing is becoming astronomical with their year over year increases.  Wondering if anyone else has experience with less expensive options for sales tax calculation that integrates easily in Acumatica without custom integration needed.

I’m trying to test some customizations in the new 2025 R2 Beta. Unfortunately, one of them requires a lookup in FSARTran -- which no longer exists.The Developer notes list it as a Removed Table, and DAC, but don’t suggest what we should use instead of it now. (which is kind of frustrating… removing a class without deprecating it, and then not mentioning in the notes what to do about it…? REALLY???)Does anyone have any idea?This is the code I need to replicate somehow in 2025 R2. In the SO Invoice Entry, when the record is updated, I check to see if there are appointments scheduled and set some User Defined Flags on the Appointment if so:  // Is There and Appointment scheduled? FSARTran arDataExt = FSARTran.PK.Find(Base, row.TranType, row.RefNbr, row.LineNbr); if (arDataExt is null) return; if (arDataExt.AppointmentRefNbr != null) { // ... do some things

Hi,So, I have been trying to build this GI for Qty on Hand for every MTH. The issues is that the INLocationStatus that I have Qty on Hand table has no date in it. So, I can’t get my every MTH Qty I need. And any time I join it with INTran in the Data Sources, the Qty multiples it.Is there any way I can go around this?   

I am getting this error on trying to approve time cards though mobile app. It works if I try to approve from the desktop site.

 I am getting  this error on branchid validation on different users. I have to restart the application in order to fix it.The problem the branch at the top ribbon just disappears 

Hello! We are looking to set up SSO for google. Did purchase the Advanced Authentication. To my understanding that this includes Active directory and other external SSO, Google and Microsoft SSO, two-factor authentication, and openid connect.Issue is we are missing the Google and Microsoft SSO in enable/disable features. And do not see the Google and Microsoft SSO in Activate License screen. Question is do we need to pay separately for the Google and Microsoft SSO license? What does the Advanced Authentication include?Thanks!