Discussion Forums

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!

Hello, I added a new tab called Material to PJ304000.On the web, everything works as expected: InventoryID,Project and Project Task has a selector. However, in the mobile app, I don’t see all the fields and some appear empty.Here is the code. I can see my new tab:I can also see every field:The issue occurs when I try to add a new row in the mobile app: many fields are missing, and some of the visible ones can’t be changed. If anyone could help me, thanks in advance.

When scheduling a report template the option to add it to an existing automation schedule is provided and automation schedule conditions are added automatically, but the bracketing is missing and needs to be manually adjusted. Is this normal?  

How do I get a list of all contacts listed in Acumatica? We do not have the CRM module. 

Hi,We have a customer who added many customizations to the Submittal form, one of which is that they can add Stock Items to the Submittal. On the Submittal report, they want to list each Stock Item in a table design. Our issue with the table design is that the vertical lines don’t automatically adjust when a Stock Item has a long description, which leads to gaps in between the lines. Is there a way to format the vertical lines in a way that they adjust in height automatically based on the height of the row? Or is there an alternative design feature we can use (instead of lines)?Thank you.

The XXX product availability cannot be exported because of the following error(s): Unexpected error(s) occurred while processing feed documents on Amazon. Feed processing status: FATAL I am getting above error while syncing the Product availablity from Acumatica to Amazon. Can some one assist on this.Trace:    at PX.Commerce.Core.BCSyncHistoryMaint.<ProcessSync>d__45.MoveNext()--- End of stack trace from previous location where exception was thrown ---   at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()   at PX.Concurrency.AsyncExtensions.PrepareForRethrow(Exception exception)   at PX.Concurrency.AsyncExtensions.WaitAndUnwrapException(Func`2 method, CancellationToken cancellationToken)   at PX.Concurrency.AsyncExtensions.<>c__DisplayClass2_0.<ToSync>b__0(CancellationToken cancellationToken)   at PX.Concurrency.Internal.PXLongOperationPars.PopAndRunDelegate(CancellationToken cancellationToken)   at PX.Concurrency.Internal.RuntimeLongOperationManager.Per

Hi Guys, how can i get the tab Text Elements into the Purchase Orders just like in Sales Orders. Hope u can help :)  

Dear Sense,I have a 7GB SnapShot file from Acumatica Cloud. I want to migrate it to my local laptop, but I don’t have access to the Acumatica database because it’s hosted in the cloud. Can you help me migrate my data to my local laptop? Please Help

Hi Team When I send an email using below actions> Purchase order> Print purchase order> send- When I click send I am getting only signature in the email body, however the subject line shows as expected. I am unable to reproduce the issue in another instance or local instance. 

I have a custom field on the Invoices and Memos screen that is a link to the Sales Order if the invoice is linked to a Sales Order.  Works great on the UI.  However, when I added the field to the AR301000 screen on the mobile app, there was no link.  I scoured the net and could not find the secret.I finally DID find something in the Acumatica documentation that solved the issue.This is the single line I needed to add to my code to get it to work:update screen AR301000 {  update container "InvoiceSummary"  {    containerActionsToExpand = 3    fieldsToShow = 11    add recordAction "PrintInvoice" {          redirect = True    }    add field "SOOrderNbr" {      displayName = "Sales Order Nbr"      special = "AllowEdit"    }  }}FYI, PrintInvoice action is a VS action to be able to print the Invoice/Credit memo.  A BIG shout out to ​@dcomerford and ​@DipakNilkanth for helping through my Mobile App growing pains. 

We are looking at using ‘cases’ for a basic internal IT ticketing process.  I am trying to set it up so that users would send an email to a certain email address and it would auto open a case.  I have set the email up to do this, however how do I set it up so that internal users are the contact or requester? I would hope that the users name would auto populate from who sent the email.We would also like to see it put the Internal user in the ‘to’ section when we click on ‘create email’. Is this possible?

Hi Acumatica,Is there a way to set up Sales Prices based on the credit terms used in the Sales Order Screen?Thank you!

Good morning community,We are fairly new to the system and our data was transferred from Quickbooks. I have locations on accounts with different emails to send invoices to various departments. How do I assign emails to different locations instead of the main email address on the bill to.

I encountered an issue during the import process. Although the history shows that 80 lines were successfully imported, when I reviewed the Non-Stock items, only 7 lines appeared. Could you kindly advise on this matter? I appreciate your guidance and support in advance.

I can create a percentage of individual wages accounts to be shown as a % of Total Sales. However, my client wants the calculations to be different based on different areas and Im not sure if this can be done.For Example, we have 5 wages accounts and 3 Sales Accounts.Wages Regular  to be shown as a % of the  Sales Regular accountWages Casual  to be shown as a % of the Sales Casual AccountWages Supervisor, Wages Manager, Wages Clerical to be shown as a percentage of total sales. The accounts change throughout the report.  Is there a mechanism to do this within the ARM reports.I have tried using rowcode and baserowcode calculations but only get to a certain point.Any indications of how this should be setup would be most appreciated.Thanking you 

I tried to change the database connection that was pointing to my Orange Pi Zero portable Linux server to my AWS MySQL Linux DB. It wanted to create the DB rather than just connecting to it. Is this normal or is there another method beyond the Acumatica ERP Configuration utility?

Hello! I want to send an automatic email to customers on December 1st to remind/teach them how to set up Fiscal Year for the next year. Is there a way to automatically send this email from the system if there is no event that triggers it? I thought about using Business Event but I can’t think any changes in the system that would process this, other than maybe when system date changes? But I’m not sure if that can be done with Business event.I also thought of Automation schedules, but I don’t have a screen ID to use that would cause this email to send… Any ideas? Thank you!

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 Brendan White - Acumatica Community Featured Member for September 2025Meet Brendan White our Acumatica Community Featured Member for September 2025. It’s great to have you as part of the Acumatica Community ​@bwhite49! Save the date: Coffee & Code - OAuth & API [Sept 25th, 2025]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.Register here: Teams Webinar Acumatica User GroupsNew! Michigan Acumatica User Group, Northern New England Acumatica User Group, NorCal Acumatica User Group Request to join today!Upcoming Meetups!NE Acumatica User Group

We have had some clients run into fairly frequent issues with the Outlook plugin stopping or ceasing to function. There are community posts out there related to removing the cache files. For some users this can be somewhat onerous or difficult for them to manage. To make this easier, I’ve created a batch file for windows. This batch file:shuts down active Teams and Outlook processes Deletes the folders and files associated with the file path: %localappdata%\Microsoft\Office\16.0\Wef\To install, just unzip the file and have the user put it in an easy to find location (desktop, temp folder etc).This will not uninstall the plugin or reinstall it, but may help some users who are having periodic problems with the plugin ceasing to function.Also note, this may only be applicable to the Outlook desktop app.If anyone has other suggestions I can modify or add to the tool.

We have a lot of customers that have no recent activity, either open sales orders or invoices.  I know I could report on this by doing a group by GI with Customers, grabbing the max order date from SOOrder and the max invoice date from ARInvoice, but I really want to get this in front of the users both in the Customers GI as well as on the Customers screen.I see there is a “LastActivity” date in the Customers DAC, but it’s marked as Obsolete (we’re on 23R1, upgrading to 25R1 later this month).  Are there any other “In DAC” values that would help me avoid adding yet another set of joins (and the complexity of needing to group by the relevant customer fields) to the Customers GI?I’m going to post another thread in the Development forum about adding a DAC field, but before I write up a customization I wanted to see if I was missing something obvious already in the system.

How do all of you juggle manufacturing and shipments?    I came from a fully warehouse background and now supporting an on-site Manufacturing facility with a warehouse attached.  I am trying to optimize the existing location layout for most efficient processing without Shipping stealing from Production or vice versa. Raw material feeds to production most of the time, but could ship out.Production has different lines that do different processes and we step through the different stages.We also send finished goods back to Production for customization.The site had prioritized the finished goods storage locations the first priority, which works, until we get a return or sample order less than standard case quantity.  Second priority is Production drop locations for finished builds (saves time for allocation to allocate from the drop vs putting items away in finished goods storage to allocate).  Picking is by a standard pack (case) quantity.  If we have a partial in finished goods, it would

Are we able to set up a Create Shipment automation schedule that creates a shipment based on the sched shipment date/request date earlier than the actual shipment date? Ex.Sched Shipment Date/Request Date is June 20th.We want the shipment to be created on June 18th with a shipment date of June 20th. So when June 20th rolls around, we just have our warehousing team confirm the shipment on its way out. I’d expect this to be easy to set up but seems as though this processing screen only works on the day of shipment? I must be missing something here.

I am trying to see how much labor is required for producing Items but I keep running into issues with how  qty to produce for each operation ID is calculated.From what I have seen it is setting it to be always equal to the qty of the Inventory ID you are trying to make. Shouldn’t it be equal the the quantity needed in the BOM times the qty of the inventory ID?The materials seem to get calculated correctly and lists the total qty of the subparts under each operation ID correctly. Anyone else run into this?I have attached an example Production order with the first step being one that should have made a qty of 3.  

HiI am want to add the purchase order number to the below screen, on the details tab on landed cost screen. I want to add another column. Currently i am only able to see the PO receipt number.   

Hi there,We’ve restored the snapshot on a new Tenant on the same site, changed credentials, and Printers were populated to the system. When we execute a Print Job, DeviceHub receives it, getting Poll but failing Printing after a couple of attempts. If having the same settings, we changed credentials to the other tenant, and everything is working as expected.Has anybody encountered a similar issue? Please share your thoughts