Discussion Forums

We have a client that is trying to decide to use docusign or Adobe.  Does anyone have a preference one over the other

Hi All,Wanted to get some help on figuring out why my automation schedule is not firing as intended. We are using the schedule to trigger a business event, triggering daily every 5 minutes. It basically checks an existing GI for any records and triggers and import against the return. As you can see from the screenshot, last executed date was on 6/20/2025, it is 7/4/2025 today.I’ve tried manually triggering the import, and it works perfectly.  

Hello! I am running into this error when trying to process a payment for a prepayment invoice.I tried looking everywhere but I cant find what the below is referencing. I thought it was the Prepayment GL Account on either the customer class or customer profile, but neither were able to get rid of the following error. Does anyone know how to solve this? Thank you!

I have a client who wants their monthly invoices sent to one email as an excel and another email as a PDF. I’ve tried to set this up on their Customer profile but it isn’t working - only the Excels are being received. What am I missing here? 

Hi Acumatica,Just want to ask if the exported file name from a document primary list can be edited?Please see attached :  Regards,

Hi,I'm noticing that, in order for me to select a project on the SO screen, the project has to be associated with the same customer that the SO is associated with. Is there a way to circumvent this restriction?My company uses the word “Project” to refer to a brand or end user (e.g., Chipotle, Cava). Oftentimes, the end users use distributors who buy items from us and then distribute those items to the end user. So, our customer is the distributor, not the end user. In situations when a distributor is servicing an end user, it’s often the case that multiple distributors are servicing that same end user.The way I’d like to represent this in Acumatica:Create a “Chipotle” project. When we create an SO selling Chipotle items, we select the “Chipotle” project on the SO.The only way I can see this being possible is if I create a “Chipotle” project for every one of Chipotle’s distributors. I’m not a huge fan of that solution.So, back to my original question: is there any way to set up a projec

Anybody familiar with this error? I added 3 statuses before planned status on the production order maintenance screen through the workflow editor (no code).Everything works well except I can’t delete the production order when in one of the 3 newly created statuses as well as the events table does not populate with order changes. Trying to delete presents the error in the screenshot below. When moving from “On Hold” status to one of these new statuses the events table states that the order moved from “On Hold” to “Unknown” rather than “On Hold” to “Initialized.”Anybody know how to fix this “Unknown Status” issue?  

Is there any way we can find/search shipments by an inventory ID? Or look at the transaction history (including shipments and purchases) for a certain stock item?A picking worksheet got lost and we are having a hard time locating the shipment in the system. We process over 400 orders per day.any tips would be appreciated.Thank You!

How to implement restriction groups in GI?We have set up Customers restrictions by salesperson. We need restrict sales data visibility to only assigned customers to each salesperson. 

 Hello Community, I have a Custom Processing Screen, the sole purpose of which is to assign a BOL Number (a Non-Key Field) to any Sales Order Shipments without a BOL Number:    The Custom Field, as it is established in my Processing Screen’s Filter  I’m trying to do so by utilizing a Numbering Sequence that I have tied to the Sales Order Preference screen:      The Problem: when I use my custom Assign BOL Number processing screen, it doesn’t assign the Last Number -- it assigns the Numbering Sequence Symbol (<NEW>). I have tried so many alternate ways based on other Community posts -- even my own attempts (I.E. [AutoNumber(typeof(SOSetupExt.usrcbolno), typeof(NumberingSequence.lastNbr))] ) but it keeps pulling the Numbering Sequence’s Symbol -- not the Last Number. How can I utilize my Numbering Sequence for my Custom Processing Screen? Any and all help is much appreciated!  

I’ve extended the InventoryItem DAC to include a custom field called UsrAlternateIDs. I would like to include the custom field in a selector that is fast filterable. I have added the field to be selector visible and on a normal screen I can change the FastFilterField property to include the custom field and it works there. For example, it shows up in both the selector grid and just from the field itself:But lets say I want to include this field on a report instead. The report uses the InventoryTranDetEnqFilter DAC for the Inventory ID selector. I can add a custom unbound field that populates the Inventory Item custom field to an extension of InventoryTranDetEnqFilter and it shows up in the Inventory ID selector. However, I cannot get it to search for values in this field. Any ideas if this is possible?As an example, this shows the custom field in the selector but I would like to search for this value in either of these places and have it show up as a record to be chosen. But when I sea

Hi!I have a specific scenario in MultiCompany/Branch environment related to access rights.Our customer has 3 different stores and each store has a warehouse related. A user of one store should only have access to warehouse inventory from another store but it should not be able to work in other branch than the one that has been assigned. I dont see a feature that could help me with this (access roles, restriction groups, restrict visibility). Does anyone have a configuration like this? Thanks.

Has anyone run into the scenario below?For example, a credit card pre-auth was placed for a sales order totaling $500.The pre-payment linking to your processing center authorizing the CC was entered on the sales order for $500.We don’t capture until we ship.Only part of the order can ship.We ship $300 worth of merchandise.We capture the card for the $300 shipped and now $200 is backordered.Pre-Payment closes out and the rest of the authorized amount can’t be used for that same order. So, we would need to reach out to the customer again to get their CC pre-auth’d and start the whole process over even though it was already authorized for the total amount before.How do we handle this?

Hi CommunityI have ha this issue before but I cannot remember how I resolved it.Client wants to reverse application on a payment but cannot release the document. It gives the error “The document is out of the balance.”They do not want to allocate another invoice immediately.Please remind me of the solution.regards 

We are trying to reverse a payment application on an AP Bill through Checks and Payments on the Application History tab. We get an error of “SO Error:  the document is out of balance”. Any idea why? The “Reverse Application” works fine on the AR side, but it is not working on our AP side.Thanks!  

Hello Everyone 🤗, Happy Friday! and hope all is well. I am trying to approve a time off request but I see the Insufficient stack error:  I also see it when I try to enter my time in the Activities tab for a project. This occurred after we upgraded to 2024 R2. I tried to reset the caches and restart the website but nothing, what could resolve this error?. Thank you again

If a sales order item only has a single price and not a calculation procedure used to determine the net price, how would you calculate sales tax on an alternate amount?  One of our companies sells products at wholesale to independent contractors who in turn sell those products at retail to end customers.  The company is responsible for calculating, reporting, and remitting sales tax on the order item that was sold to the contractor, BUT that sales tax is calculated on the retail price of the item, not the wholesale price.  That’s a very easy task in our current ERP, which can have any number of “statistical” pricing conditions on the order item pricing procedure.  I’m not able to picture how that would work in Acumatica.  Thanks.

Hello all,The below is a follow up question re the below post.With ​@andriitkachenko help I have almost completed a derived class on “EPApprovalAutomation”. Now I am going to call it in “APInvoiceEntry” graph extension. It works as expected if in the Approval Maps screen (EP205015) the “Reason for Approval” and/or “Reason for Rejection” is set to “Is Not Prompted”. As soon as I set their value to either “Is Required” or “Is Optional” that requires the engine to display the “Enter Reason” dialog, I get this error that “Error: A dialog cannot be requested”.I tested the “Reassign” that also displays dialog too but this works fine (Acumatica base code added the Approve/Reject actions through the workflow extensions but Reassign action is added in the EPApprovalAutomation class though)I thought maybe the derived class initialization override causes issue and spent quite bit of time on it but couldn’t find anything wrong with the Derived class. So I commented the full class as it doesn’t exi

We are currently looking into how to best integrate credit card expenses into Acumatica. Do any of you know how to do this?

Hello Community,We’ve been working on a vendor billback discount process in Acumatica and would like to share our implementation—and a gap we’re currently facing that we’d love input on. ✅ Our Business ScenarioIn our sales workflow, we offer customers discounts on certain products. A portion of those discounts is supported by the vendor, which we then claim back as a billback.For example:Product sells at $120 We apply a 20% customer discount From that $24 discount, we claim 15% from the vendor and absorb the remaining 5% ourselves 🛠 Our Implementation in AcumaticaTo manage this, we customized the Customer Discount Codes screen with three user-defined fields (UDFs):Vendor – Who is providing the billback Vendor Discount % – Portion of discount claimed from vendor Our Discount % – Portion we absorbOnce these are set up and the criteria are met, the discount is automatically applied to the invoice. We also built a Generic Inquiry to pull invoice-level discount details, including the vendo

I cannot seem to get the relations working on this table, and im baffled since it seems like it should be as simple as simple gets.Case: I am making a nested GI, all the sub-GI’s work fine. they consist of a date column and a column showing the needed value for the item in question.The issue is each day will only have one or two columns of data, so as a foundation/starting point for the nested GI im using the SM.DateInfo table, then making relations to the sub-GI’s using a left join. This connection simply will not work. I tried using just the DateInfo and SOOrder table and doing a similar left join, hoping a stock table would work, and nothing. I even tried to convert the date on other tables to an integer and join with the DateInfo.DateInt field to no avail.As a separate test i made a GI with just the DateInfo table, have the results grid show just the date field, and tried to put conditions on it to pare down the results. Between Today()-400 and Today(). i get no results. Again, no

Hello,I am using contract based rest api. I was looking for the endpoint which can help me to fetch updated inventory changes nearly on real time based scenario, where I can pass updated date filter. So, can you please suggest which entity or endpoint would work better for this?And also looking for the endpoint where I can update stock quantity.Please look into the issue.Thank you

Hi Team We are facing an issue while choose the Discount code in Sales Quote depend upon the code we have setup a Approval to the owner to confirm the QuoteFor this customer the price class is assigned for Tier 3Please see the below screenshot:This is Discount added While choose for the scenario it shows this errorPlease advise.

Hi all,I modified the dashboard “Customer View” by adding a widget, that shows the customer’s note.The customer’s note can store a lot of data with multiple lines.But in Dashboard-Table there is only one line.Is it possible to show multiple lines as I can see the text in Customer’s note? See screenshots below.Kind regards Michael  Screenshot 1 - CustomersThis is what it looks when I enter the note in customer. Screenshot 2 - DashboardThis is what it looks like in the Dashboard. Line breaks are missing. I would like to see the line breaks.Does anyone has an idea how I the text can be shown with line breaks? 

Hello Guys,i have created two customerfieldsUsrStandorte1 , Fieldname: Leistungsstandort UsrStandorte2 , Fieldname: LeistungsstandortUsrStandorte1 is in Screen ID : IN202000 UsrStandorte2 is in Screen ID : SO301000 I want the field UsrStandort2 to automatically take its value from UsrStandort1. This should be done via customizations, but I haven’t been able to get it to work. Does anyone have a tip on how to approach this? Hope you can lend me a hand