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Hi If an Acumatica ERP end user (customer) only has Basic Support, is it possible for them to raise support cases directly through the Customer Support Portal → Support → My Support Cases? 

I've overridden the RunCaptureActions method of the ARPaymentAfterProcessingManager and intend to add my own logic, such as FunctionA, before base.RunCaptureActions.FunctionA's logic involves adding a SOLine to the current SOOrder. I also need to modify the Applied To Order and Payment Amount fields under the Payments tab to match the added SOLine. How can I resolve this error? public class TestARPaymentAfterProcessingManager : ARPaymentAfterProcessingManager{    [PXOverride]    public override void RunCaptureActions(IBqlTable table, bool success)    {        ARPaymentEntry graph = base.CreateGraphIfNeeded(table);        FunctionA(graph, table);        base.RunCaptureActions(table, success);    } }FunctionA： //---"Another process has updated the 'SOOrder' record. Your changes will be lost."----- SOLine soLine = new SOLine(); soLine.InventoryID = item.InventoryID; soLine.OrderNbr = soOrder.OrderNbr; soLine.OrderType = soOrder.OrderType; soLine.BranchID = soOrder.BranchID; soLine.Qty = 1

Hi I need help because apparently, this contact is already connected with another user. When I checked the Employees tab, there is not even an Employee login. How do I fix this?  

Our company is looking to change the standard formatting of our cost codes. We have been operating in the Projects module with an older 5-digit cost code structure segmented as 00-000 (Division-Scope) and we are looking to move to the latest 6-digit standards segmented as 00-00-00 (Division-Broad Scope-Specific Scope).I’m trying to help determine the best way to:Keeping the 5 digit structure for In Progress jobs that cannot be converted Allowing new jobs to start using the 6 digit structureHoping someone else has experience with modifying segmented keys, I wish I could add an additional segment key, but Cost Code is too widely integrated and is limited to a single segmented key. 

Understanding TariffsTariffs are taxes on goods imported from other countries. While opinions differ on their overall effects, most experts agree that the extra costs are usually paid by the importing business. These costs are then often passed on to consumers through higher prices.Basically, tracking the effects of tariffs gives you the data you need to plan ahead, stay compliant, and avoid any nasty surprises.Foreign Trade Zone (FTZ) Warehouses or AssemblyPaying tariffs can be delayed if you import goods to assemble or use as a component of a larger system, the goods can be shipped to a Foreign Trade Zone (FTZ). There, they can be altered, used in manufacturing (within the FTZ), or even just stored until you need them.  The tariff is paid when the goods leave the FTZ.  FTZs are plentiful in the US.  You can find a directory of them in both Wikipedia and Trade & Industry Development.If goods are received into an FTZ and then shipped to a country outside the United States, the tari

Hello, We turned on the various location tracking settings by User. However, when I view the location tracking history, it only shows me the longitude and latitude. How can we view this information in a map form?

Hello Community, I am working on creating a production order import scenario that links the production order to an existing sales order. I have the production order importing without issue, but no luck on getting the sales order to link. Has anyone got this to work before? Would I be better off linking to the production order from the sales order side? See below for a snippet of my import scenario. Below will import, just not link to any sales orders I have.  

Hi, I just tried to install Acumatica to my local computer but whenever after I successfully installed and configure it, it does not display correctly. Has anyone experienced this? 

There needs to be a default warehouse that should be set by the user (or the device). While it is possible to have “warehouses inside warehouses”, in many use cases a worker will always be in the same warehouse. So the mobile app should assume that the user’s warehouse is that default warehouse, with the option to override (i.e. item lookup screen….it shoud default to the worker’s warehouse so this doesn’t have to be entered repeatedly.

Is it possible to only sync the on hand inventory from ACU to Shopify without updating any other field in shopify for the sync’ed SKU’s?

Hi everyone,I am looking for some input from anyone else who has to pay sales tax prior to the end of the month. We are in Massachusetts, which requires certain businesses to make an advance payment before the related tax return is due.Due dates:Advance payment of tax collected through and including 21st day of month due on 25th of monthly filing period Payment of remaining amount due with return on 30th day after end of monthly filing period.So due dates would be as follows:June 1 – June 21: due June 25June 22 – June 30: due July 30July 1 – July 21: due July 25July 22 – July 31: due August 30August 1 – August 21: due August 25August 22 – August 31: due September 30 We do currently have a process, but it requires a lot of manual intervention which introduces opportunity for error. As there are many states who require advance sales tax payments to be made, I am interested in how other businesses calculate advance sales tax payments so that I do not have to reinvent the wheel.We are usin

I’m 98% sure the answer is no, but looking for any other input from the community…. Client uses FS Appointments for Projects Serial Number of inventory item is allocated/recorded on the FS Appt.  FS Appt. is billed to create Project Transactions IN Issue is then released Reflecting that the serial number has been issued to the project BUT… what if this was incorrect? How can this fixed, if at all? Is it possible to move this issued serialized inventory item from one project to another?I don’t see how this is currently possible. Any thoughts out there?  

Hi! Can you run a different schedule for a different item on that is on the same contract? Without having to create a new deferral code for every new transaction, is it possible to update the deferral schedule if the customer decides to postpone a service for a later date?For example, I can change the Rec. Date in the transaction section, but when clicking on GENERATE TRANSACTIONS, the date goes back to what it was.  Based on testing, answers to both questions would be no, but we would like to confirm there is no other ways. Open to any suggestions, thank you in advance for your help! 

Anyone who encounters the same issue? I have tried resetting the cache and restarting the application through Apply Updates page but still the issue occurs. I have also tried restarting the whole server but still the issue occurs. I encounter this one when I attempted to publish the updated customization. I tried to publish my customization package to another instance and server it push through. 

If I have a stock item that I purchase and sell in the same form, the purchase of that item is tax exempt but is taxable when I sell it. How do I set up a stock item so that sales tax isn’t added onto the purchase order but is taxed when its on a sales order?

I considered putting this into CRM, but it seems more general.  We’re struggling keeping track of inbound emails from customers and vendors.  Here’s the scenario:The system sends out an email to a customer, such as a statement or an invoice.  We have configured the report to send from our “NoReply” address (the default for the admin admin account). The customer actually pays attention to the instructions and does not reply.  Instead they forward the email back to our “Credit” address.  Since they forwarded the email, it still has the tag in the subject line. Our Credit address is an inbound address for Acumatica that creates a case The system receives this email.  If it were a new email, it would create a case for the Credit team.  But since the sender forwarded the original email with the subject line tag, it is treating it as a response.  It stores the response as an activity on the customer, and there seems to be no notification to anyone that this email exists. The system may noti

Hi,I ran a drop ship order and associated it with project 101. I received the PO (and verified that it’s linked ot the same project/task), created and released the bill, and created and released the payment. I also created and released the SO shipment and invoice. The project shows $0 of actual expenses, but it should show $500 (the total on the PO).In the documentation, we’re told to add our inventory account to an Account Group. But the inventory account is a controlled account so it can’t be added. Is this recommendation implying that I need to add a new GL account just for project inventory that’s not a controlled account and then add that account?I’d rather not if it’s avoidable. I don’t need to track project inventory - I just need to track project expenses for drop ship orders as well as stock orders.

We are looking for ways to streamline communication and eliminate excess emails within our purchasing department. We currently have an excel form that non-inventory managers use to request a new stock item. We are looking for a way to potentially allow them to “create” their own item and have it be sent to the purchasing team for approval / final creation and activation. Hoping to be able to use the current approval map process, but am open to any other suggestions as well. 

ScriptBasic was created as an embedded scripting engine. The console interpreter and web server are examples of using the ScriptBasic API. C# is able to call C functions. The host language can get /set variables and call functions.The script I wrote to get tenant names is good example how you could use ScriptBasic for missing functionality.ScriptBasic is open source with a MIT Common license. It is commercially used primarily by industrial controllers as its scripting engine.ScriptBasic runs on Windows (32/64 bit) and Linux.using System;using System.Runtime.InteropServices;class Program{ // Import the Add function from the C DLL [DllImport("Example.dll", CallingConvention = CallingConvention.Cdecl)] public static extern int Add(int a, int b); static void Main() { int result = Add(5, 3); Console.WriteLine($"Result: {result}"); // Output: Result: 8 }}This C example is calling the ScriptBasic DLL (libcriba.dll) to execute a script. All of the ScriptBasic ex

Hello, a customer wishes a more automatic processing/assigning of incoming E-Mails to opportnuitys. As far as i understood, Acumatica processes incoming E-mails like this and uses tags like this: Automatic Tagging:When Incoming Mail Processing is enabled, Acumatica automatically adds a tag to the subject line of outgoing emails. Tag Purpose:The tag helps Acumatica identify and associate incoming emails with the correct record or conversation thread. Tag Structure:The tag is typically a unique code or identifier placed within brackets at the end of the subject line. Tag Usage:When an email with a tag is received, Acumatica can recognize it as a reply or a forwarded email related to the original email and its corresponding record. Potential Issues:If the tag is removed or altered, Acumatica might not be able to correctly associate the email, potentially leading to misrouted emails or the creation of duplicate records.  When a Opportunity is created for example “OP00001” and a Customer se

We are utilizing the expense receipt and expense claim process to capture our corporate credit card expenses.  We have noticed after releasing the claim at the time when expense receipts are converted into cash purchases that each receipt generates a cash purchase which matches the date and description of the claim not the date and expense of each receipt associated with the claim.  Why?  And can this be changed?  This causes a claim containing 30 different receipts to contain the exact same date and exact same description and little way of distinguishing them when looking at them from the cash purchase inquiries.  It also makes it very difficult during credit card reconciliation because the date of the expense does not match the date listed on the receipt.  Is there a setting that we need to change?  Or is this how it is intended to work?

When sending email statements from the Print Statement screen, AR503500, the process fails and shows the error:“There is no active notification source to process the operation.”The form AR641500 has the statement notification specified in the mailing settings. It does include a condition: If it is branch ;X’ , use XStatement notification, else StatementNotificationThe two email templates for the statement emails are set up correctly with the correct screen AR503500The customer mailing and printing settings include the Statement mailing ID. 

Good morning, I’ve got an issue with the Print/Email AR Documents.  When we go to process emails, we got the error There is no active notification source to process the operation.  It looks like this is due to not having a email template set up for this function.  But, we have a modified email that gets sent when we process a email directly from Print Invoices Report.  Where would this information be stored if I don’t have a template set up?

When attempting to Import the L100 snapshot on local instance of 2025R1 the following error is produced:Package version ‘25.100.0054’ differs from application version ‘25.101.0153’.The current tenant is already loaded w/ U100 as can be observed by the Gibbs user, but I don’t believe that should pose an issue given I am only trying to import the snapshot at this point.When looking online for I wasn’t able to find a Build 25.100.0054. 

Basically, I’m looking to build something similar to the Tenant select combo box on the standard Acumatica login screen.Is there an API call that will return the tenant list of an Acumatica instance?