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Is there some sort of a “Customer Center” where we could go to a specific customer, and see every single activity that customer has with us?. Everything from Quotes, Sales orders, shipments, invoices, current balance, payments made, etc.   We came from Quickbooks Desktop and they had a customer center which showed all of this, but I am not able to find a place that tracks everything like this.  An example of this in practice would be:  A customer calls and asks one of our sales people a variety of questions, like how his current order is going, if we can send him copies of his invoices from past orders, and what is the balance on his account.  Where do we go to find this all in one place instead of jumping around?

On the self service portal, when you open the Catalogue, you can select a Category which populates from the Item Sales Categories screen on the main site.We don’t want to display ALL categories.  I added a custom field to the screen to indicate that we want to show the selected category on the portal. I think I found where the Categories selector is populated on the SSP.public class PXSelectCategoriesTree : PXSelectBase<INCategory>{ public PXSelectCategoriesTree(PXGraph graph) { this.View = CreateView(graph, new PXSelectDelegate<int?>(categories)); } public PXSelectCategoriesTree(PXGraph graph, Delegate handler) { this.View = CreateView(graph, handler); } private PXView CreateView(PXGraph graph, Delegate handler) { return new PXView(graph, false, new Select<INCategory, Where<INCategory.parentID, Equal<Argument<int?>>>, OrderBy<Asc<INCategory.sortOrder>>>(), handler); } internal IEn

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  Mark De Castro - Acumatica Community Featured Member for June 2026Meet Mark De Castro our Acumatica Community Featured Member for June 2026. It’s great to have you as part of the Acumatica Community ​@MarkD! Acumatica Community Webinar - Is your Acumatica system running harder than you realize? - June 18, 2026Acumatica 2026 R1 introduces a powerful new Resource Monitoring dashboard that gives administrators and partners real-time visibility into how their system is actually consuming CPU, SQL, and memory — mapped directly to the screens and actions driving that load.Join us for a live walkthrough where we'll show you how to use the new monitoring tools to spot performa

Is there a configuration or setting to force users to do a recount on the mobile device if they enter a value other than what is on-hand?Example steps:On hand inventory = 7 ea User enters 6 ea for the location Mobile device prompts that this value is incorrect and needs to be recounted After the second entry the user may continue with the count

According to this article, /entity is the way to get a site’s build number from the API. When will this also include the patch segment (e.g. 26.100.0175.2)?

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

When we go to sales orders or shipments and try to search for a customer, if we type their email in to search, that doesn’t work. We sell a lot online, and many times a customer will email us and ask for order updates or some other info. A lot of times they will not put their name in, so we only have the email to work with.   Or, they will put their name in, but the order is under their company name.  These fields do not come up when trying to search, so many times the results are empty if we type in the email or name in the search. So is there any way to search like this?  Even better, if there was some sort of a “Customer Center” where we could go to that customer, and see every single activity that customer has with us. Sales orders, shipments, invoices, current balance, etc.   We came from Quickbooks Desktop and they had a customer center which showed all of this, but I am not able to find a place that tracks everything like this.  An example of this would be if a customer calls an

Advanced Kitting Boost your sales with bundles!Acumatica’s Advanced Sales Order Kitting capability is designed to streamline and optimize your sales bundles. This feature improves visibility into non-stock kit components and inventory availability, and significantly boosts profitability by enabling better control over pricing and margins. It streamlines the order entry process, allowing customer service representatives to customize sales orders and packing lists, which leads to increased operational efficiency and a superior customer experience.  Additional highlights of this solution can be found below.Be a part of our Acumatica Labs Program to implement this innovative solution and help shape the future of sales order kitting! If you’re interested in participating, please complete this short qualification questionnaire.  This will allow us to consider you for the program. We will review your submission and get back to you within 5 business days to confirm your qualification. Improve 

The International Accounting Standards Board has issues IFRS 18 - the new standard on presentation and disclosure in financial statements with a focus on Profit and Loss. One area addressed by this standard is foreign currency. “IFRS 18 requires foreign exchange differences to be classified in the same category as the income and expenses from the items that resulted in the foreign exchange differences, unless doing so would involve undue cost or effort.”In Acumatica, Revaluation Gains and Losses are set up for each currency. Since the Revaluation process Creates a CM batch in the General Ledger an accountant can manually adjust the batch to allocate foreign currency gains and losses to the related income and expense accounts.  Does anyone have suggestions for a more sophisticated approach to this?

During our Go-Live several months ago we made the decision to bring in our existing sales prices as “Promotional” with an expiration 6 months out (end of April) as shown in the screenshot below: Recently our sales team ask for me update all of our sales prices to remove the promotional flag and the expiration dates.   I have worked through the process of creating a Generic Inquirey,  and building the Import scenario.  I have tested the import scenario, which reads the existinging sales price entry and then creates a duplicate entry for the same break qty and price,  but leaves the promotion flag and expiration date fields blank. Shown below is the result after running the import scenario: While the import works fine,  our sales team has requested that I remove the original entries so that we don’t have the “clutter” of the original import from Go-Live.   Additionally they have asked that I completely remove the sales prices for a certain item class and not to bring those in at all.   I

We want to email a report using the Email Template and Automation Schedule but we receive the error “A field with the name FSAppointment.UsrPartsReviewed cannot be found”.  The report runs fine from the screen and I’ve built a GI that uses the custom field as a filter and it also works as it should.   We received these trouble shooting steps from Acumatica Support:1. The updated report version containing the refreshed FSAppointment.UsrFinishedDate field is assigned as the active/default version.2. The report attached to the email template is pointing to the correct report ID/version.3. The customization package that adds FSAppointment.UsrFinishedDate is published in the tenant where the automation schedule is running.4. The automation schedule is running under a user that has access to the customization field/report.We verified all these as well as clearing the cache and restarting the instance but the issue still persists.  Just wondering if anyone else has had this issue and have bee

We are trying to develop a more systematic physical inventory process and are looking for advice on best practices within Acumatica.We are currently using Acumatica 2025 R2 (Classic UI).Our challenge is that we do not want to lock the entire warehouse when performing a physical inventory. Ideally, we would like to count only specific Inventory IDs or locations at a time.I realize that Physical Inventory Types can be filtered by location, and the Prepare Physical Count process allows us to further filter by locations and inventory items when generating a count. However, with approximately 1,300 active Inventory IDs and 1,500 warehouse locations, it still feels like a very manual process to decide what should be counted and when.From what I have seen so far, setting up and managing Physical Inventories appears to be heavily manual. Am I missing something, or does Acumatica really lack the ability to generate and manage cycle counts in a more systematic way?This has led me to investigate

Up until recently our company has solely used production orders for our manufacturing process. We have found that we can use the Kit Assembly process and still have the lot tracking capabilities that we desire. The one thing that we loose out of the box is the ability to track labor associated with the kit assembly and have that labor cost be allocated to the item being created. Has anyone come up with a process for this? 

The Project is a field in the POReceipt table - but it appears after upgrading to 25R2 from 24R2 it is no longer visible and can not be added via screen configuration. Is this true?We got our total cost back - now the Project is gone :/

Hi, Does anyone know how we can grant this blue “x” velixo customization on all GI’s to other users outside of system admin? We’ve searched everywhere on Access Rights.  Our product management team needs it and their role has access to the entire Velixo segment, but this button doesn’t appear on any GI’s. 

Hey there! Since “IsDefault” is non-existant in the POVendorInventory DAC how else can I bring in the default vendor for a specific inventory item?

I am currently configuring an automated invoice emailing process in Acumatica using Business Events + Email Notifications + Attached Reports.My setup is the following:Business Event Type: Trigger by Record Change Screen: AR Open Invoice (GI based) Trigger Condition: Old Status = Balanced New Status = Open Subscriber Type: Email Notification Attached Report: AR641000 - Invoice/Memo “Use Event as Data Source” is enabled Source Table = ARInvoiceThe Business Event and Email Notification are working correctly:The email is successfully sent The subject/body correctly resolves dynamic values such as: ((ARInvoice_refNbr)) ((ARInvoice_docType)) The Related Entity in Business Event history correctly shows the invoice reference number The AR641000 report displays correctly when manually run from the screenHowever, the issue is that the PDF attachment generated from the Email Notification is blank.The PDF structure/layout loads, but no invoice data appears inside the report.I already test that

We have developed a very powerful Approval Workflow that works on over 20 of Acumatica’s most used screens. Unlike other Approvals Workflows in the market that mostly manage AP Invoices, this workflow basically works on any screen that has Approval Map in Acumatica.Some of the benefits of this advance workflow are:The workflow allows to define multiple Approval Classes and Approval Routes.The workflow allows to Approve, Reject, Route, Skip and Complete any given document based on the permissions. Users who are part of the Approval Admin Role, can override the step.Approval chain can be set up at master record levels in combination with the Acumatica’s built in functionalities and used in transactional approval. For example if you are a construction company, you can setup your approvers on the projects and then use them for example in AP bills or subcontracts.,.. we support up to 10 level of Approvals at master record levels but can be increased if needed.All actions are permission base

Hello all,I want to know if tyats a possibility to create inter-unit production processes have 2 sites in Acumatica? Can anyone guide me thru this.Thanks

Hey, team - I am attempting to automate an email when an AP Batch is released to only those vendors associated with payments in that specific batch.  However, what I’ve built is resulting in an email to many vendors that are not associated with payments in that batch. I've reviewed the following video in preparation for this. https://www.youtube.com/watch?v=JEwTAB47opg The Business Event triggers and sends an email when it's expected.  However, the issue is in the sending of unnecessary emails to vendors who aren't included in the released batch.  My guess is there is an issue with the GI. GI and BE attached

Hi everyone,I am working on an Import Scenario and wanted to confirm if this is possible using standard Import Scenario functionality.Goal:I have a Generic Inquiry that returns one row per completed Sales Order. The GI calculates a handling fee amount based on 25% of the freight amount.Example GI result:Order Nbr. Freight Amount Handling Fee 25% SH12345678 17.41 4.35 I would like to use this single GI row to create one GL Journal Transaction with two detail lines:Account Debit Credit 1111- Shipping Revenue 4.35 0.00 Handling Fee Revenue GL 0.00 4.35 Question:Is there a way in an Import Scenario to take one source row from a GI/Data Provider and insert two detail lines into the Journal Transactions screen?In other words:1 GI source row → 1 GL batch with 2 transaction detail linesI tried mapping two Transaction Details lines in the same Import Scenario, but I am running into issues saving the scenario / processing the mapping.I am trying to avoid creating a custo

Has anyone created an import scenario that creates a journal entry and adds it to an existing recurring schedule.  Customer has approx 200+ journal entries that need to be imported and added to various schedules. Appreciate any assistance!Thanks.

I am getting the following error in report designer. An error occurred while executing the Substring(Identifier(ARTran.TranDesc), Const(0), BinaryOp - (InStr(Identifier(ARTran.TranDesc), Const(|)), Const(1))) function. Length cannot be less than zero.Below is the formula. It works in a GI, but not here.=iif(InStr([ARTran.TranDesc],'|')<0,[ARTran.TranDesc],Substring([ARTran.TranDesc], 0, InStr([ARTran.TranDesc], '|') - 1)) I am trying to print all characters to the left of “|”, but this fails when there is no “|” in the string.  

For building an ETL pipeline to warehouse Acumatica data, are there any approaches to detect deleted records besides the traditional primary key comparison method?

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