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Hi everyone - The Current Supported Release pages are not loading at this time. The vendor (Gainsight) is aware of some topic page load issues and is currently working on a fix. We hope to have them working again soon! 

Is there a way to have Acumatica sales order numbers match the Shopify Order Number during sync? Would make it much easier for customers to reference one order number instead of multiple.

Changing a Customer’s Status to Credit Hold does not stop Acumatica users from creating Service Orders/Appointments, Sales Orders, or Projects. We have Customers who have not paid their bill for quite awhile but are running into an issue where our Service Department will still conduct Service calls for the Customer because no red flags are being raised when a customer is on Credit Hold. Anyone have any suggestions to restrict Service Orders/Appointments, Sales Orders, or Projects for Customers who haven’t paid their bill in awhile?

Hi Is it possible to use substitution lists to build the description of the Key? I’m not sure if I am doing something wrong, as it is listed in the list of available functions, but I keep getting this error Any help would be greatly appreciated. RegardsBev

I wanted to import image of Items in mass.

Hi!The goal is to have a column on Statement of Operation to show the sum of last three months. So far I am only able to get the column to show value for three months from the current month selected, not adding up the past three months values. (i.e. If selected month is 09-2024, the column only returns data for 06-2024).I have tried changing the Amount Type to Turnover and that would only return the turnover amount of the period that is three months from the current, not the turnover of all three months. Anybody know if this is possible to accomplish with ARM reports and what the formula should look like? Any suggestions are appreciated!Thanks! 

I am trying to have a business event trigger when a new shipment is created that is going to an address outside the US. When that happens, I’d like to update the value in a custom field we have for the shipment, or if that won’t work place the updated value in the Note Text field on the shipment. I have created a GI that successfully finds the new shipments with that criterion, and a business event that is triggering properly when a new shipment is created outside of the US.  The Action Execution is where I am failing and getting an error of ‘Object reference not set to an instance of an object.’ I must not be properly setting up the action execution components - probably in the action name, because I don’t see how to edit a field in the actions.  Pasting in screen shots below: GI I have created is GI989152, and I have selected the Action Screen to be the shipment transaction screen (I believe this is correct). I just don’t see a proper action name however.  I had been using “Insert” (

I have made a project attribute: DOCLINKS which I use to store a string (url) for documents to attach to Project Quotes.I want to update this field via the api.As far as I know, Acumatica does not have a DEFAULT end point for Project Quotes so I cannot extend the default end point.I tried to create a new web service endpoint to pull at least the quote number from the Quote Summary but am struggling to add the project attribute field to the response. I can pull the data via querying a custom GI but I need to also update and edit that field which you cannot do via the api.I tried following this But to no avail.

We are looking for a way to track how many phone calls our customer service team receives each day. We aren’t necessarily always looking to track the details of the phone call or who the phone call came from, but just how many phone calls received during the day.Right now our company is using a google sheet and phone operators are keeping track via sticky notes on their desk.

I following the instructions listed here:https://www.acumatica.com/blog/contract-based-apis-in-generic-inquiries/ However, my Generic Inquiry is really large so I’d like to apply a filter.  However, since I created a Result set using the instructions above, I get an error when I want to filter on a Generic Inquiry value:    "exceptionMessage": "The parent value for a property access of a property 'InventoryID' is not a single value. Property access can only be applied to a single value.", I’m able to filter in the UI on the Generic Inquiry page when I click VIEW INQUIRY so it seems like I shouldn’t have followed the instructions above when creating my Web Service Endpoint. Question: are there a separate set of instructions to follow when using $filter with Generic Inquiry and REST? Here’s the URL I’m using:https://sandbox.acumatica.com/entity/INStockItem/22.200.001/POReceiptPackages?$expand=Result&$filter=Result/InventoryID eq '331-0470'

For the PO Error: The line cannot be deleted because one or multiple prepayment requests have been generated for this order. To proceed, delete prepayment requests first. I have tested out a few things of voiding the prepayment and removing the item on the prepayment, but is it possible to delete a PO Line with a Voided Prepayment attached? I cannot seem to have any luck. Thanks,RJ 

Hi everybody,We have added the new DAC TaxSpecialMentions to manage the notions of legal notices on ARInvoices.The link between the ARInvoice and the records of ths new DAC is done with TaxTaxTran where the new custom field SpectalMentionsID has been added.Below the data model.Objectives to be achievedWe have created a new report to display all the texts of the legal mentions for a given ARInvoice.Below, the query we have created.Issue:When the reports runs, no data are found whereas they should be present. I catched the query and I realized that one of the join criteria is not properly built : the one dealing with [SpecialMentionsID] that is used to join ARTaxTran and TaxSpecialMentions.We should have ( [ARTaxTran_TaxTran].[SpecialMentionsID] = [TaxSpecialMentions].[SpecialMentionsID])but we have( NULL = [TaxSpecialMentions].[SpecialMentionsID])Below the query with more details :SELECT [ARInvoice_ARRegister].[DocType] AS [DocType], ..., [TaxSpecialMentions].[SpecialMentionsID] AS [Spe

Are there any plans to have a virtual developer conference this year?

I'm following the Modern UI course for Acumatica and working with a SmartFix_T290 instance (version 25R1). I have followed the instructions provided in the course PDF, including: Creating the RS201000.ts and RS201000.html files in the following path:..\SmartFix_T290\FrontendSources\screen\src\screens\RS\RS201000 code is copied from Acumatica help git repository Running the npm run build-dev command inside the ..\FrontendSources\screen folder (this completed successfully without any errors) After publishing the customization and updating the site map, I’m able to switch to the Modern UI version of the RS201000 screen without any issues. However, when the screen loads, it only displays a blank white space — no UI elements, grids, or fields appear, as shown below.There are no visible errors or warnings in the UI or browser console.Could you please advise what might be missing or misconfigured?Thank you!

Can we add a wiki page with an image where we can define % of screen it have to occupy ??  [image:Graphic\Links.png|700px|Links|noclick]With such we are defining pixels and this size might not be scalable on all screens. On some small screens it looks very big.

Looking for documentation to set up kits with options.Can kits be nested together?  We would like to be able to print quotes with the Kit number with the Options listed. Also has anyone been able to use the rules as well. Thanks,  

Hello all,Can anyone guide me to setup a bi weekly statement cycle. Not of twice a month but it should be a true bi weekly.Thanks.

Hi:I’m trying to import a NACHA (ACH) file from Acumatica to my bank’s platform. However, I’m having an issue with the Company Identification field. According to the NACHA developer guide this field is 10 characters long and should be alphanumeric. ACH File Details | ACH Guide for DevelopersIt seems this field is populated by the Cash Account screen (CA202000) on the remittance settings under ACH. The field seems to be constructed from 1 character from “Company ID Type” and the rest from “Company ID”. However, the “Company ID Type” field seems restricted to numeric only and in our case we need a letter.Any advice on how can we change the Company ID Type field to accept an Alphanumeric character so I can export the NACHA files correctly from Acuamatica?Thank you!

When I have an open purchase order that has an existing prepayment applied, I am not able to cancel any line on the purchase order. Even if I void the prepayment check, which also voids the prepayment request, I am not able to modify the PO. I receive the following error. The only solution I have found is to void the prepayment and cancel the entire PO for re-entry, which is not ideal. Any other suggestions? PO Error: The line cannot be deleted because one or multiple prepayment requests have been generated for this order. To proceed, delete prepayment requests first.

When an account has a document discount and we add a nonstock processing fee line to the sales order, the document discount percent changes.   It is taking what the document discount amount was prior to nonstock item being added and changing the document discount percentage.  Is there a fix for this?

Selling to customer that requires multiple tax IDs on the Sales Order. When I add an additional Tax ID, it doubles the VAT taxable amount? 

In Acumatica, creating material returns against production orders requires users to manually select each material line, making the process time-consuming and prone to errors. Unlike the Material Issue screen, there is currently no functionality to automatically prefill relevant data when reversing issued materials. Is there any plan to introduce auto-prefill capabilities for material returns in future Acumatica releases to streamline this workflow and improve efficiency? 

We were wondering if anyone has ever had any experience with automating sales order processing in some fashion. We have a certain order type - EQ - which is a Quote document - that our sales team sends in to the Acumatica system. Whenever this order type enters the system, we would Acumatica to automatically “REMOVE HOLD” and then subsequently “EMAIL QUOTE”. Any ideas?   

Hi all, we are interested in creating a data provider that would point to an Azure SQL database living in Microsoft Fabric. The challenge here is that Fabric supports Entra ID users, service principals, and groups only. SQL or Windows authentication aren’t supported.It doesn't appear that the built in SQL data provider driver, as of 25R1, supports Entra ID authentication.  We've come up with a couple of ideas but would be very interested to hear if anyone has been able to establish this kind of integration successfully.Our thoughts:Find a middleware driver that would support Entra ID authentication through Acumatica.  Potentially CDATA? Access fabric data through a linked server query to a SQL Managed Instance in Azure Replicate the fabric data to a regular Azure SQL DatabaseThoughts welcome.  Thank you!

Hi all, I just wonder if there is a way of reversing a pick confirmation without manually scan and transfer the lines individually. Someone made an error and accidentally confirmed the pick for a shipment that hasn’t been physically picked, and the whole stock on the order has been transferred to the van lane. We managed to rectify it with investigating where the stock was auto transferred from at the pick confirmation and we managed to manually transfer each lines back to their original locations, but it would be good to have a reverse option.