Discussion Forums

Hi Team,We need to suppress the following message displayed on the Stock Items screen when changing the Lot/Serial Class:"The lot/serial class of the ITEMLOT1 item cannot be changed because this item is allocated in the Shipment 006084 document."We attempted the following approaches to suppress this validation, but neither was successful:Extended the INItemPlan DAC and overrode the CreateEditPreventingReason method to return null. Used a CacheAttached event for the InventoryID field in the INItemPlan DAC to intercept or suppress the validation.Despite these efforts, the default validation and message continue to appear.Could you please assist with the correct approach to suppress or override this validation?

Do I need to set up a seperate Cash Account for each Company in ACM?    

Is there a way in one can restrict the access of users to specific financial statements, so that once a user has created a report, other users who have access to the finacial reports are not able to modify the newly created report?In other words, we are looking for a way to protect individual reports being modified by other users with similar roles. 

If we allow negative inventory, the system does not allow a hard link between the PO and the SO.  We have to allow negative inventory in our business model.  Have you ran into this problem, and how did you overcome it?

 Hello Acumatica Team,I have added three parameters to a report: Company/Branch, Project Group, and Project Template. However, after running the report, no data is being displayed.Here’s what I have done so far: Added the Branch table and established the necessary relationships.   Included the Branch parameter both in the Parameters section and in the Filters tab.Despite these changes, the report returns no data when executed.When I run the report without the Branch parameter, I can see the data, including the Branch information.However, after adding the Branch parameter and applying it to the report, it returns no data.I have attached the report file for your review. Could someone please help me identify what might be going wrong? Thanks In Advance

Good afternoon, Management Report & PM AR Aging - The only report i can find that has AR aging by Project with retention is the AR Aging by Project (Detailed with Retention)  But it doesn't have  grand totals by the various columns, 1-30- 30-60, etc.  The AR aging period sensitive (NOT BY PROJECT as well as the AR retained Balance both have the columns totaled, but then you cant run it by PM and you have two separate reports.  I thought i would ask here, before customizing to see what others are doing to convey this information to the PM’s/Management team.  Are you using a dashboard, customizing the Acumatica Report, using I thought i would ask here before customizing this report for the PM’s to be able to see the totals. Velixo, or other solutions. thanks for any insight.   

I noticed this behavior as of at least 24R2. When you map a field in Acumatica to be a custom field in BigC, the connector will create the custom field in BigC only if that field has a value in Acumatica. Previously when we were on 23R1, if you deleted the text from the field in Acumatica, on the next sync, the custom field would be deleted in BigCommerce. Now as of 24R2, previously created custom fields are not being deleted from BigCommerce when they are given an empty value in Acumatica. Instead the custom fields in BigC retain the last value that was in Acumatica before it was deleted. This seems like a bug to me and is very inconvenient for us. Has anyone else experienced this and found a solution?

Issue when creating Sales order - SA   I tried to remove the line and re-add and there’s another error coming up  

Hi, I have created the following Import Scenario to import the Shipment for a Sales Order. On the import, the system is auto allocating the random Serial Numbers (with the quantity) on the “Line Detail”.Import ScenarioThe Import Scenario imported the serial Numbers in the detail line but with 0 quantity and also keeping the system allocated lines.Line Details How can i remove the system allocated lines and upload the Serial Numbers as per the data in the Import.Cheers, Adeel    

We have a situation where we have companies created in Acumatica from Shopify then when the customers associated with those companies get created in Acumatica, they are not linked what so ever.  For Shopify B2b capabilities how is AR to be handled when it should be at the company level and not the customer level in Acumatica?  Terms orders

Hi,Is there a method or solution to cross-check Generic Inquiries between the current version and the upgraded sandbox before production upgrade? ThanksPL

Is it possible to issue a monthly bonus check to an employee without having to add a Pay Period?I'm using the "Special" type, but the system is requiring me to enter it in a Pay Period.The employee receives a commission bonus in addition to their biweekly paycheck.thanks.

Hello!I’m required to integrate an external bar code system to Acumatica. Is there any guide or help on the steps that needs to be followed to integrate?Thank You!

Hi CommunityI am setting up a client with multiple companies in the same tenant, who have chosen to use departments as branches. My challenge is that each company has a similar department, e.g. MKT (Marketing). It doesn’t appear to be possible to allow a branch with the same name to be added to each company.I have tried with branch balancing and not balancing.Is there a way around this please? TIA

I want to make a custom field mandatory on a template item, with the condition drawing from a boolean attribute.Is it possible to use attributes in a condition within a customisation package? If so, how? 

Hello Acumatica Community,Our AP workflow is based on Account Group, Tasks, and Cost Codes. I’m looking for guidance on two points: Apply to All Feature - In the Approvals screen (and also in Bills and Adjustments), is there an “Apply to All” feature for tasks and cost codes. For example, if multiple lines on a bill need the same task and cost code, can we assign them in one step rather than editing each line individually?  Preassigning Tasks and Cost Codes - Is there a way to improve our workflow by having Acumatica automatically assign tasks and/or cost codes based on specific vendor and project? Ideally, when we select a vendor (and project), the system would prepopulate the correct task and cost code for all lines. Any advice, configuration tips, or add-on recommendations would be greatly appreciated. Thanks,Konrad | Cratus Inc. 

Hi,  how do we prevent a AP bill from being paid?  The AP bill is entered and released.  It shows up on Aged AP which is good.  But how can we flag this bill to be put on Hold ?    

I am trying to update a custom field in a Sales Order line using the REST API, but I’m encountering the following error:API URL:http://localhost/AcumaticaDA/entity/DefaultExt/24.200.010/SalesOrder?$expand=Details&$select=OrderType,OrderNbr,Details/InventoryID,Details/LineNbr Method: PUTJSON Payload:{  "OrderType": { "value": "SO" },  "OrderNbr": { "value": "000183" },  "Details": [    {      "LineNbr": { "value": "1" },      "MetaData": { "value": "Updated via CBAPI" }    }  ]}Error Returned:{   "message": "An error has occurred.",   "exceptionMessage": "The given key was not present in the dictionary.",   "exceptionType": "System.Collections.Generic.KeyNotFoundException" } Has anyone encountered this issue before? Is there something wrong with the structure of the payload or the custom field name?Any help is appreciated!

Hello all,i am looking if thats possible to add customer name in the Acitivity screen, as in the below screenshot: 

I am trying to create a special paycheck to correct a mistake that was made in the current pay period.In the Help Screen it says:“Special: Paychecks of this type are used for specific payments, such as bonuses. An employee may have as many special paychecks as necessary for one pay period.”Problem: I am able to CREATE and CALCULATE the paycheck, but I am not able to “CREATE PAYROLL PAYMENT”.The paycheck is there with an “Open” status as you can see here: I can go into “Process Payroll Documents” and “Recalculate”. It does show up there:However, when I go to “Create Payroll Payment” It will not show up.Any ideas? I’m stuck. :-)

Good day!We went live 6/2/25 with Acumatica and looking forward to supporting (and getting support) from other Acumatica users. Bear with us if some questions we post seem elementary. Have a great weekend! 

Post data migration process, I was trying to sync credit cards from Authorize.net to our Acumatica 2024 R2 version, but the process ends with error:“E00001: An error occurred during processing. Please try again. The profile in the received response is empty. Please try to send a request later.”I would appreciate any suggestions might help to overcome this issue. Thanks

I’m trying to release the attached report, however, the report crashes before it opens, and one of the filter fields isn’t displaying any results. Any advice on locating what’s causing the problem and how to fix it?

Hi everyone, We’re currently facing an issue with Authorize.Net integration in our Acumatica instance, and I’d like to ask the community (and Acumatica team) whether this behavior is expected following the announced deprecation.  We're using Acumatica 2024 R1 (Build 24.107.0004) and Authorize.Net as our payment gateway.  Everything was functioning normally until July 28, 2025, but starting July 29, our payment transactions began failing during the Create Payment → Authorize step, with the following error:PX.CCProcessingBase.Interfaces.V2.CCProcessingException: One or more of the following settings have not been specified: the merchant API login ID, the transaction key, the test mode, the validation mode.No configuration changes were made on our end — API credentials, payment method setup, and processing center remain untouched.We are aware that Acumatica officially ended support for Authorize.Net on June 30, 2025, with the following note in your announcements:"While transactions may co

Hello, I have successfully imported the stock items in my instance but the Last Cost isn’t getting updated. Below are the screenshots on the same.   Kindly let me know what mistake is being done here.Thanks.