Discussion Forums

We know that Acumatica supports two entry points to create Credit Memo, I refer to them as SO Credit Memo and AR Credit Memo for short. Is there a way to restrict most users to only create SO Credit Memo from the SO Invoice entry, while only specific people have the permission to directly create AR Credit Memo in "Invoices and Memos"?The difficulties I encountered:Although the entry points of these credit memos are different, they seem to be essentially the same entity. SO Credit Memo will be converted into AR Credit Memo. I only want specific people to be able to create AR Credit Memo, but I also want other users to have permission to create AR Invoice. They are on the same screen and are different types of the same document, so I cannot directly restrict the "+" button on the "Invoices and Memos" screen.  

Hello,  I have a scenario where my company is based on UK and I have warehouses in Netherlands and Spain (Also in few other countries) Also, I have an EU customer whom I shall deliver goods from either Netherlands or Spain.On a sales order when I select the warehouse considering the country of it (If the country can be taken from branch that is also an option), and country of the customer, it should update the correct Tax Zone. In simple terms, my tax zone needs to be updated not solely based on the customer country but also considering the order origin country.  Is there a way to get this done?

I’d love to visit with someone who is using DRP for imports. We import textiles from India and Turkey so we have purchase orders placed, receive goods to an ITR warehouse when we put a container on an ocean shipment, then transfer goods to our main warehouse to fulfill sales orders. Our goal is for DRP to keep the inventory in our main warehouse to a minimum while keeping supply flowing in the purchase orders and containers in the ITR warehouse. Obviously DRP generates a lot of data with the requirement plans, safety stock, planned transfer demand, forecasts, etc. I’d like to hear with anyone who is using DRP and importing goods from overseas using container shipments (no preference on what you use to track containers - just interested in the bulk nature of transfers instead of being able to transfer at any time to meet demand). What tips/tricks do you have to keep this user-friendly for purchasing and inventory management staff? How did you set up safety stocks in each warehouse? 

I am using an import scenario to migrate my client’s open purchase orders.  I am testing it to ensure it works for go-live and it is only bringing in the first line of the purchase orders and the remainder error.  I have tried adding the @@LineNbr, but it still errors.  What am I missing? 

We have a weekly report of order cancellations/adjustments which we send out to customers. I have been able to set up a Generic Inquiry to identify the Customers who need notifying with a scheduled Business Event to send an Email Notification with a report attached to those customers. However, we have a customer that would like that report sent to multiple email addresses each week. I have set up the email template as a Mailing in the Account Receivable Preferences, added it to their Customer Class, and added the additional Recipients on the Mailing & Printing tab of that Customer record. Yet, when I generate the email via the business event, those additional recipients are not added to the email. Am I missing something in the setup, or is this functionality just not compatible with a custom GI/report like this? Is there a different way the Email Template has to be set up so it can have those additional recipients added, like a special placeholder or something? Testing Event Setup

 In December, I identified discrepancies in my historical inventory valuation report. I was able to isolate the specific transactions causing the issue; however, I require guidance on how to properly resolve it.The issue appears to have originated from the following sequence of events:A purchase order was created, and the items were subsequently received into inventory in November. Upon receipt, the Inventory account was debited and the Inventory Purchase Accrual account was credited. The customer was then billed in December, resulting in a debit to Accounts Receivable and a credit to Revenue. After billing, the inventory was allocated to the job, at which point Inventory was credited and Cost of Sales was debited.For this particular item, the historical inventory valuation report reflects a beginning cost, which is the correct value, followed by a sale amount that is double the beginning value, ultimately resulting in a negative inventory balance.  I don’t understand why the sale colu

Hello! I have made a few filters and want to show our “Default Salesperson” employees how to filter only their name. This is easy to do on desktop However, when I go to the mobile app, the filter doesn’t show up correctly. When I click on their filter, it’s blank.My initial guess is because there is no sort option for the salesperson on the app. Is this the case? If so, how do I add this as an option so our remote salespeople can see their sales more easily when they are travelling?

Hi good day.On the customer contracts screen, when adding a file to a contract with already existing files, i received this error message.Did anyone encountered the same? Thank you.

Hi everyone,We’ve recently upgraded from 24R2 to 25R2 and have encountered a strange issue with Employee Timecard/Summary/Summary Activity.In 24R2, users can enter their time spent per day of the week directly in the Summary Activity section (see left screenshot). However, in 25R2, this entire section appears to be missing, even without any customization published (right screenshot).This prevents users from entering their daily hours as they normally would.Has anyone else experienced this behavior after upgrading to 25R2?Thanks  

We’ve created an export scenario using a GI as the source. We need to add a trailer record to the end to sum up the number of payments and the total payment amount. Does anyone know how to do this?

Hi all,I know there is an existing discussion regarding adding @FinPeriodID as the default value for Period schema fields in Generic Inquiries:Add @FinPeriodID as Default Value for Period schema fields in Generic Inquiry | Community   However, I haven't been able to find the workaround that others have used. Would anyone be able to share some insight?My goal is to have the Generic Inquiry default to the current financial period, as it currently loads all periods by default, resulting in performance issues and, in some cases, errors. Thanks for your time.   

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share Arpine Arzumanyan - Acumatica Community Featured Member for July 2026Meet Arpine Arzumanyan our Acumatica Community Featured Member for July 2026. It’s great to have you as part of the Acumatica Community ​@arpine08! Introducing Beacon: Your New Knowledge DestinationOne place for everything, Personalized for you, AI-powered, More personalization comingVisit Beacon today: https://beacon.acumatica.com Acumatica User GroupsNew! Special Interest Groups:  Food Distribution Customer User Group, Nonprofit Customer User Group, Industry Groups: Construction Customer User Group, Distribution Customer User Group Request to join today!All Acumatica User Groups How to Answer Questio

Does anybody know how I can have Acumatica prevent one from Posting an AP Bill against a Purchase Order if the Amount of the AP Bill is greater than the Unbilled Amount of the PO? There is a setting in the Purchase Order Preferences screen where you can choose between No Validation or Validate with Warning but the Validate with Warning still allows you to do it. Our client wants this to be prohibited. I thought of using an Approval Flow to require approval if the AP Bill Total Amount is greater than the PO's Unbilled Amount, but I don't see how to do that. Is there another way?

We have a client that does a lot of custom one off work, and they often reuse the same inventory ID, so they do not have to create 100000 inventory id that they will never use. They are using estimates, so everything gets built out to meet the needs of their customer, but when they go to add it in to the project, it will not allow for duplicates on the project task. They don’t really want to create multiple project tasks, as it duplicates a lot of their work flows. Ideally we would be able to utilize configurations, but configurations and estimates don’t play nicely, especially since there are a lot of outside processes and unknown charges that they need to then flow down.The workaround that they have come up with is to have duplicate inventory ID (remove and replace1, remove and replace 2, etc) so that they can add everything to the project task and group everything together.Not ideal, but better than creating a bazillion part numbers. 

Hello,Does anyone able to manage sales categories in Acumatica and sync it to Shopify as product Collection?Thank you

I am stuck. I setup a Sales Order Invoice approval map so that Certain People can do the approval, but they cannot do their own. When I test myself it works and catches on the NOT Norman with a reject. When I test it with Lana, it catches on NOT Lana, BUT IT APPROVES! but NOT Lana is setup the exact same as mine.I am at a loss

We are trying to find a solution to alert users that we have shelf-life inventory that is nearing expiration date. Is anyone using the MAX SHELF LIFE field on the Stock Item under the Inventory Planning tab? If so, how does it work? If there are other processes that people are using, I’d love to hear them. We want to be more proactive with identifying product nearing it life span.  Thanks! 

Hello!We want to default the branch location when creating the service order, otherwise we have to fill the branch location every time. We have only 1 branch and 2 branch locations and one branch location is mostly used other one is rare case. Hence we want to make that mostly used branch location to be defaulted, and there is no dependency. Please let me know if you know how to do this. Thanks Amanda 

Does anyone know why as an Admin I cannot see al the user activates within the company? I am trying to then assign workgroups for department leads to review team activity but step1 - I cannot see them myself. Thanks   

Client has different companies in their tenant.  They would like when downloading the financial reports (balance sheet, Income Statement, etc.)  it exports the file name as Balance Sheet - <Company ID> - 01.31.2026.pdf (the financial period pulled through on the selection page.  Right now it downloads as Balance Sheet (2026-03-19).pdf which is the day the report was ran even though they only pulled as of January 31, 2026.Is there a way to change this?  I know we can change via Report Designer for non ARM reports. 

I have this discount code But when I create a sales order with this customer I cannot get the discount to trigger. And I can’t add it manually either. Hopefully I’m just missing something silly :)  

Hi everyone,I’m working on integrating Outlook emails into Acumatica and want to send emails into a custom screen.I see a few possible approaches and would like advice on best practice:Use Acumatica Outlook Add-in — can it be extended with custom logic, or is it closed? Build a custom Outlook Add-in and send emails to Acumatica via REST API Pull emails from Acumatica using Microsoft Graph API (scheduled process)What is the recommended approach for this kind of integration?Is extending the existing Acumatica Outlook integration possible?Or are there any built-in Acumatica features that could help with this use case?

I’m working on a requirement in Acumatica ERP where I need to restrict certain basic or master data by company. By default, this data is shared across companies, but in my case, it needs to be company specific.There are multiple instances where this applies, not just the examples below: Salespersons → used in Sales Orders / Invoices Staff → used in Appointments / Service Orders My current approach is to add a Company ID field to each of these master records and then modify filters in the relevant screens using PXRestrictor to only show data for the current company.However, since this logic needs to be implemented in many places, I’m looking for a more centralized or scalable approach to handle this requirement.Is there a recommended way in Acumatica to control or restrict shared data by company without having to manually filter it in every screen?

Has anyone built or customized a Paid Time Off (PTO) request workflow in Acumatica? This would be a rather simply process.Employee selects the date(s) they want to request off. Optional note can be added. Request is submitted to a designated approver. Approver can approve or reject the request. Employee receives a notification of the action. Global dashboard to view all requests.A nice-to-have feature would be tighter integration with timecards. Once the employee's weekly timecard is created, any approved PTO dates would automatically populate as PLT / Vacation without the employee having to enter them manually.Has anyone seen something similar to this?

I prepared statements for the date of 10/31/2025 and successfully sent those statements, however Acumatica is still showing the “Last Statement Date” of 4/30/2025. Why is this date not showing as 10/31/2025 since that was in fact the most recent date statements were generated?