Discussion Forums

I have 2 quantities ordered on my PO but the system is not allowing me to receive items due to error saying “The purchase order does not contain any items to be received.”

Hello!I have a scenario where a user has requested a few reports (2 templates of the same report to be more specific) be automated to send weekly on Monday mornings. These templates have a Start and End Date parameter that need to be set to reflect data from the previous week.Playing around with the updated template scheduling in 2025 R1, I can’t seem to find a way to have those dates be dynamic (i.e. Today and Today-7). Is there a “proper” way to set a date field to not be a static date in the email template?

Hello,im a bit lost here as im trying to achieve the following: Im trying to set the “RequestDate” in the sales orders as a non required field. I tried to do it with setting the “requird” collumn to false, but im afraid i dont have the “false” option to choose from: Can you help me, which option i should choose or tell me if its even possible with this particular field?Thanks for your help.Best regards

I am trying to put my instance in Maintenance mode via REST API, as we are publishing Customization Projects VIA REST APIs, but cannot find anything on how to put instance in Lockout or Maintenance Mode ..

In Acumatica we sell stock and matrix stock items on two Shopify stores - D2C and Wholesale. We have both stores connected to Acumatica. The two Shopify stores share the same Stock items and Inventory, but we don’t sell the same items on both stores.In Acumatica, each item has an attribute that defines if it’s sold on the D2C Only, Wholesale Only, or Both stores.Using the Entity mapping per store, we’ve been able to accomplish restricting stock items (not matrix) from passing to one store or the other using a statement: IF Shopify Stores Is D2C Only or Both. This prevents Wholesale Only items from going to the D2C store.The issue is that we haven’t been able to do the same with matrix items.These attributes are mapped at the stock item level, not at the matrix template level. We tried applying the same logic at the matrix template level, but it simply removes the entire matrix template item from syncing.It seems that when the eCommerce connector for Acumatica pushes a matrix template i

Hi everyone,I want to make an existing field mandatory and have proceeded as follows: However, I keep getting an error message, even when the field is filled in. Could someone please help me with this?

I’m attempted to run a formula to find out how long it took to produce 1 item via a production order.The formula I am using so far is:=iif([AMMTran.Qty]=0,round(0,0),round([AMProdTotal.ActualLaborTime]/[AMMTran.Qty],2))But I’m now seeing an infinite number of 0s after the rounding, and I only want to see 2 decimal places worth. 

Hi everyone,I'm working on a report in Acumatica Report Designer that pulls data from the InventoryItem table, specifically from the Cross Reference tab (i.e., the INItemXRef table). My goal is to display up to three rows from the cross-reference tab for each item, and show them side-by-side as three separate columns in the report. I’ve attached pictures of:The report Where the cross-reference can be found A view of the cross-reference tabHere’s the structure I'm aiming for:| InventoryID | CrossRef1 | CrossRef2 | CrossRef3 ||-----------------|----------------|----------------|----------------|| A100           | ABC001     | DEF002     | XYZ003     |Is there any reliable way in Acumatica Report Designer to extract row #1, row #2, and row #3 from a repeating dataset (like INItemXRef), and display each one as a column — even when there’s no distinct identifier on each row?Thanks for any insight! And please let me know if I can clarify further!  

Hello all, I’m in the process of testing our instance of Acumatica that we are upgrading from 2022 R1 to 2025 R1.  In my testing, I’m getting an error when trying to process a Import Scenario that we have been using for years related to creating new Produciton Orders and those Production Orders are released.  Here is the Import ScenarioWhen I try to process the Import, I get an error on the first record that says ‘BaseTotalQtyRequired’ cannot be empty.When looking at the screen, that field isn’t exposed.  Do I need to modify my screen to capture this field?  Or am I missing something in my Import Scenario?

I’ve extended the Stock Item entity and added Related Items to the entity.  I can successfully add new related items to the stock item as well as query the item and get the related items attached to it, but I can’t seem to remove a related item once it has been added other than using the web interface and manually removing it.The URL being accessed via PUT ishttps://MyTenant/entity/MyCustomEndpoint/1.100.001/StockItemJSON being sent is{ "InventoryID":{"value":"601-0669"}, "RelatedItems": [ { "LineID":null, "Delete":{"value":true}, "ID":{"value":"d6fdf2bf-565b-f011-8427-120e4ffdb993"} } ]}I’ve tried providing the ID as well as the LineID, but get the same error: "The request is invalid: An exception occurred during input parsing"I’m using the exact same method to add/remove vendor details, attributes, etc. on stock items, but just can’t seem to get it to work with related items.Anyone have any suggestions on how to accomplish this? 

We are using Acumatica 24R2.  I have successfully created a tax provider to call TaxClouds API to get sales tax data using the instructions at:https://blog.zaletskyy.com/post/2024/11/25/how-to-implement-a-custom-tax-provider-in-acumatica This works on a local development instance of Acumatica 24R2.  The tax plugin appears in the list of tax plugins on the Tax Providers screen automatically after publishing the customization. When I try to move the customization to the Cloud version it does not seem to attempt to register it and the plugin does not appear in the selector on the Tax Providers page.I also attempted to publish the bare-bones tax provider from the link as a test and that also fails to register on the cloud instance. Am I missing something obvious that would allow it to appear? Is it just not allowed on the cloud version? Any help would be gratefully received, Phil 

We are currently implementing an integration between ServiceTitan and our ERP system, Acumatica, and would like to streamline our Accounts Payable and job‑costing processes entirely within Acumatica.ServiceTitan recommends processing bills in their system first and exporting them to the ERP. However, our goal is to maintain all AP workflow—including bill entry and cost coding—directly in Acumatica, then sync to ServiceTitan for project tracking.Has anyone successfully implemented ServiceTitan → Acumatica integration, while routing AP entries exclusively through Acumatica?

Can anyone tell me why I get this same error message no matter what screen modification I’m trying to make? We upgraded to 25R1 a few weeks ago. \App_RuntimeCode\APInvoiceRecognitionEntry.cs(50): error CS0122: 'APTranRecognizedInventoryItemAttribute' is inaccessible due to its protection level  I was at first trying to modify screen AP301110 Incoming Documents. That error seemed appropriate for where I was. I submitted a simple help request. But I later attempted to modify a different screen and got the same message. To test my hunch, I started a new project and loaded screen CL401000, Compliance Management. Without making a single modification, I tried to publish just that project alone. Up comes the same failed validation error. The Compliance Management screen has nothing in common with APTran or inventory. Why would I be getting that same error across all screens? 

Hello Experts, I Was looking to create a GI for lot& serial tracked item which is having expiry date . Please have a look to this GI is any thing i missed out please comment it .  

A client is become frustrated that the sequence of items in the site menu reverts to Alphabetical order when I republish customisations. Is there something in a customisation project that I’ve overlooked which is affecting the sequence?What defines the sequence? Would knowing that help me find the solution?(One project adds a workspace item, could that be the trigger?)Also, the ‘CRM’ item reverts to that standard name rather than the customised title ‘Marketing’.Thanks for any assistance!!

Pick Pack and Ship Customization:We have the below requirement from a client.Find a way for Acumatica to not require us to scan the Inventory Item every time before we scan the serial number, here is the current scanning process for 1 Item that has 2x Boxes: We need to get rid of step 5 in the example below. 😊 Shipment # = 008Location = FINGOODItem = 4051DSerial 1 = HC12345Serial 2 = HC9876 Step 1: Scan the Shipment Number: 008Step 2: Scan the Location: FINGOODStep 3: Scan the Item Code: 4051DStep 4: Scan Serial 1: HC12345Step 5: Scan the Item Code: 4051DStep 6: Scan Serial 2: HC9876

On the Sales Order screen, when we set a manual price for a Rental line Add-On charge, the generated invoice correctly picks up the manual price, but the quantities for all Add-On charges are always set to 1, instead of using the original quantities from the Sales Order.Why is the quantity not passed correctly from the Sales Order to the Invoice for these Add-On lines, and where should I handle this to ensure the correct quantities are used?

Hi,Any idea why we are unable to add an unbound field when setting conditions for a GI. It used to be working in 2022 R1 , but not anymore after upgrading to 2023r1.Error : “The CurrentBAccount field cannot be used because the table with the CurrentPlaceholders alias is not joined with other tables on the Relations tab.” , did try adding the unbound field in relations tab but still getting the error. 

I am looking for feasibility of creating a variation of the Customer Contracts Generic Inquiry with addition of ARSalesPrices as a side panel. The Side Panel should default to customer pricing for that customer only.I am able to add the ARSalesPrices data source and enable navigation to side panel. However, I cannot manage to default the side panel to Price Type=Customer and Price Code=Contract Customer ID.Is this even possible? If so, I need direction on how to accomplish.  

We just went live a few months ago, so still learning a lot.The struggle we are facing in our DC is that we have a primary pick location for each sku. We have automated replenishment filling the primaries based a set min qty.Lets say we have sku A with a min qty of 400 in the primary pick location with a master case having 60 units per box. So each primary will have several unopened cases plus a partial cases.Filling small order and replen is fine.When we are filling bigger orders for lets say 910 units. It consumes everything in the primary and grabs a partial from a non-primary. Then partial cases is left in the non-primary and I need to refill the entire primary Is there a way for an order of 910 units. To grab 15 full cases of 60 units from a non-primary location and get the remaining 10 from the primary? 

Hi, I have some data that I’m trying to import into the Note section on Stock items. I have used and am familiar with the approach when you have multiple lines to add the CStr(‘\r\n’) in between the data elements to get the data to look correctly formatted.  The situation I’m having trouble with is that I am being given a note field in an excel spreadsheet where the actual data already has the \r\n within the data.  If I just map to that field and create the note, the \r\n seem to be ignored and it’s just one long note with no formatting.  Is there some trick or adjustment I have to make in the source data or import scenario to get the data imported in the formatted multi line way I want?  The data is variable, it could have 2 lines of data or 20, so I’m thinking trying to break apart the actual data elements into separate cells wouldn’t be an option. Thanks  Bob

I am trying to create a GI for unreconciled assets as follows:All fixed assets, with a left join to FATran, only for TranType = “R+” (Reconciliation).  I’m assuming that the assets that have no FATran record will be the ones that were never reconciled.How do I add a condition statement that allows only fixed assets with no reconciliation transactions?

Hi everyone,I placed an order for 2 units of an item.Now I’m in the Receive and Put Away screen. I entered the order number and the item number, then clicked on Quantity and entered the number 2.I want to enter two serial numbers ( for example, 00001 and 00002 ) at the same time, instead of entering them one after the other. I’d like to know if that’s possible, and if so, how it works.In general, when I order larger quantities of an item, I’d prefer to enter all serial numbers in one go rather than inputting each one individually.I’d really appreciate your help with this.Thanks in advance!  

Hi,I have created two custom fields in Cash Purchase, but their values are not displaying in the Generic Inquiry. Does anyone know what I might be missing?Thank you!

Hello, I have noticed that the reason codes are not appearing on the adjustment screen. I see them when I click into the adjustment, but they do not show on the main overview screen. I can confirm there is a column that says “reason code” but this column is blank even if there is a reason code on the actual adjustment. I can also confirm that the GI says it is pulling the data from the correct source. Any ideas?