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We are seeing this error when printing or emailing some invoices.  Not sure how to correct.We have tried clearing cache, multiple users have attempted and on different days. 

We have an item that is allocated. It is the last qty that is in stock:It is allocated to this shipment from this location:But, when we go to pick the item, we get this error. Our lot class issue method is user-enterable, so we scan the lot number when we pick the item. This is happening repeatedly. Since we are in Pick Pack Ship, we are stuck with leaving the item on back order if we want to get the order out same day, even though all our ducks seem to be in a row. Sorry about the size of the image.  

I created a new screen and I want to add a custom action to it for printing via device hub. I have done a couple of actions for device hub on existing screens as graph extensions, but i am having issues with doing it in a custom screen. Below is the code. I pretty much copied the existing ones that i had and changed the information where needed. i dont show any errors, but when i build this, the action doesnt appear on the screen. Did i miss something? I found several examples of device hub on existing screens but i cant find much on adding it into a new screen. Below is the code that i have. Thank you in advance. 

Looking for anyone that has had experience with the ADP Workforce Now/Acumatica Integration. We currently use ADP for all of our time keeping and export that data into a GL excel file that we then manipulate (that includes project ID, task and cost code) to upload Acumatica as a journal transaction. The two-way connector between ADP and Acumatica sounds promising, but it being so new, I’m curious if anyone has first hand experience and feedback on it?

Dear Team,Currently in Labor screen, if the “Qty in scrap” field is checked, then it doesn’t allow us to edit the Line details which were generated automatically. I have managed to make the fields as editable in Line details. But the problem is, i have 2 customized fields which i want to fill in the Data. After i key-in the data and save the value disappears. Please help me on this.  Regards,Ramya 

Our company is going to start implementing the CRM module on the mobile app, so I am in charge of publishing and customizising the defferent screens they feel they will be using the most often, which are Leads, Contacts, Opportunities, and Busines Accounts. However, I run into issues with all these screens.They all had screens initially in the CRM folder on Mobile, but trying to access the GI’s in the mobile app all give the same error, ‘SiteMap description doesn’t contain primary container’.CRM folder: Error when clicking on any of them: I have also tried creating separate, simple GI’s that would work as a substitute for these screens, like OpportunitiesMobile, but the same error occurs:I am at a loss on how to procees, and in the MSDL, adding ‘primary = true’ just gives a list of errors, and the only other item I’ve been able to find through the community was to delete and re-create teh SiteMaps, which I have done to no success. Any help will be appreciated.

Hi Acumatica, Is there a way in Acumatica to set the format of my password?Numeric Alphabet Alphanumeric Alphanumeric with special characterThank you!

How can I delete a Debit Adj and a Credit Adj in Payables?

Hi ALL,Profit & Loss Rolling 12 Month report (RM000030) runs incorrectly. Missing period 12. I looked at this report on Acumatica's Demo data and it ran correctly. It's possible that Acumatica's Demo data has Number of Financial Periods of 13 while our Number of Financial Periods are 12. I think Column Set on Report Definitions needs to be edited, but I don't know how to edit it correctly.  Looking forward to your support. Best Regards,NNT

Good day CommunityMy client is looking to change the life if a Class if assets from 36 months to 60 months from the end of a financial year.The challenge is they want to depreciate to remainder of the (extended) life of the asset over the remaining time (60 months - age to year-end) but depreciation now calculated as (NBV at year-end / remining life) and NOT (Orig.Cost / remaining life), e.g.Orig. Cost 07-2023        100 000.00       NBV 12-2023                   86 111.11          remaining months         55.00   New Month depr             1 565.66  (86111.11/55) Does anyone have any idea how I would set the deprecation for such a calculation please?Many thanks in advance.                     

I am trying to release a stock adjustment after stock take and get the following error. There are no details at all in the Trace. Has anyone got any ideas or seen this before?Many thanks

Hi everyone,I'm working on a formula in Acumatica to calculate adjusted transaction amounts based on the ARTran.CuryTranAmt and OTP-specific tax logic. Here's the formula I'm using:=Sum( (IIF([ARTran.DrCr]='C',1,-1)) * ( [ARTran.CuryTranAmt] + IIF( NOT IsNull([CWTaxesSum.Refnbr]) AND [CWTaxesSum.TaxableAmount] <> 0 AND [ARTran.TaxCategoryID] = 'OTP', [ARTran.CuryTranAmt]/[CWTaxesSum.TaxableAmount]*[CWTaxesSum.TaxAmt], 0 ) ) ) Total The issue: The total calculated using this formula is higher than expected when compared to manually summed values. Even when I remove the OTP logic, the total still seems inflated. Could this be due to duplicate records from joins or grouping issues?Has anyone faced a similar issue or can suggest how to troubleshoot or optimize this formula to avoid duplication or over-calculation?I need to handle NAn 

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 Idea Management UpdatesGreat News - we've made it easier for you to track your ideas. We've simplified how we categorize them - so now there are fewer, clearer options. That means you'll be able to see exactly where your suggestions stand. Django Dunn - Acumatica Community Featured Member for June 2025Meet Django Dunn our Acumatica Community Featured Member for June 2025. It’s great to have you as part of the Acumatica Community ​@Django! Acumatica User GroupsNew! Michigan Acumatica User Group, Northern New England Acumatica User Group, NorCal Acumatica User Group Request to join today!All Acumatica User Groups How to Answer Questions on Acumatica Community - We need ev

Good day communityCan anyone assist me by telling me which tables are relevant to write GI in order to balance IN subledger and GL?Suddenly the subledger & GL have gone out of balance and the difference appears to be growing. There are hundreds of transactions so I am struggling to do this using a normal recon process. I really need to generate a GI to help but can’t figure out which tables to use.If anyone has an existing GI or can at least advise which tables to use I would be very grateful.Many thanks in advance.

Hello everyone, Has anyone tried to use a Parameter in GI Grouping? I want to do something very simple. Using a Boolean Parameter I would like to add a grouping. To do so:I have created a <checkbox> parameter called “GroupByTask” allowing users to check/uncheck on GI as a parameter. I have added a grouping as “=IIf([GroupByTask]=True, [PMTask.TaskCD], '')”, In the result grid I have the exact formula as a column.When I run the inquiry I get an error saying “Must declare the scalar variable "@P0".” When I trace the query in SQL Profiler I see Acumatica generates a query that in Group By section has “CASE WHEN @P0 = 1 THEN [PMTask].[TaskCD] ELSE '' END” but the platform doesn’t declare any parameter and pass to the query for it. Any idea how I can make this work?@Gabriel MichaudNot sure if is going to be of any use but below I have copied the query that platform generates.SELECT SUM( [InnerQuery].[PMCostProjectionLine_usrHCLBudgetOriginalQty]) AS [PMCostProjectionLine_usrHCLBudgetO

Please note the use of AI as a tool is OK to do, but members are required to note it at the beginning of your reply. Something like "This reply has been created with the help of AI". Thank you everyone!

We create kits that have multiple stock items, all of which can be substituted. I know about adding related items to the stock items, but I cannot use that function because each of the components of the kit are also sold individually and the items we might substitute for in the kit we would never substitute for on individual stock item sales.I have a different, laborious solution (allowing component variances and listing ALL possible items, including subs, in the kit components and then adjusting the amount used to 0 for any not being used in assembly), but, I’m also trying to figure out how to use the Substitution tab in the Kit Specifications. It seems like you should be able to identify substitutions here, but I can’t figure out how to make it work and I can’t find any published information on it. Does anyone know how this tab functions?I’m including a screenshot of what it looks like. In this kit I have a stock item, Bergamot, where I’ve added a substitute of Panorama Bee Balm on t

We have just installed the service management module in Acumatica and we are able to create a service order, an appointment and clock in/out and create time activities however when we post or approve the time activities, the rates do not post to the GL.  If we set the service management billing settings to project transactions, we are able to post to a project but not allowed to invoice the customer through the service order anymore.  What we want it to bill the customer through the service order and have the time activities post to a GL account.  What should the settings be for this to happen?  We have a ticket into support but no answers.  Please help!!

I am trying to change the default lookup value for a field. I am wanting to make the “Operation ID” default to the last value instead of the first. screenshot below. I thought it might be as simple as changing the order of the Dac from asc to desc (screenshot below) but that didnt seem to do anything.. i tried doing that in the customized data classes screen and with a graph extension but neither seemed to work. Can someone point me in the direction of where to change this at? I also tried looking at the business logic and only found where it specified to retrieve the data but not the default value. I am still learning the acumatica framework, so any help would be greatly appreciated. 

Is there any functionality in Acumatica where you can enter a production order number and a list of child production orders are display and you can select which child production orders you want to process moves/completions on?This would be sort of like creating or printing production orders.

All,I have a pivot table we would like to modify, but I think I might need to use Report Designer to rewrite this.In our sales order summary, we have some large opportunities that will eventually become blanket orders, to be spread across 12 months. However, the lump sum is being reported in a single month.I could have the sales person split the large opportunity into 12 separate opportunities, but that would be too much to manage. What I proposed to the team is to prefix a “blanket opportunity” with an asterisk * so maybe I could use that to filter in Report Designer to spread that opportunity across twelve months or divide by /12.Please see screenshot and October 2025 -- three large Opportunities that are lump summed but should actually be spread through to October 2026. Thoughts or ideas? Thanks! 

Our client wants to enforce a safeguard within the Acumatica Sales Order workflow to reduce manual errors and ensure that a credit card is pre-authorized (via Authorize.Net) before completing key actions like shipment creation or closing the order.Specifically, they would like a popup to automatically appear prompting the user to enter and authorize credit card details during the Sales Order process, without capturing the payment. The actual capture will be performed manually later when the fulfillment is confirmed.Is there a recommended way to implement this behavior in Acumatica? Ideally, we want to avoid relying on users to remember to manually click “Authorize” through the Create Prepayment panel and fill in the amount each time. Has anyone customized this flow to enforce pre-authorization as part of the Sales Order lifecycle?Any guidance, examples, or recommended hooks/events would be appreciated.

Filtering Activity by TimeActivity/Status ‘Released’ does not work. Specifically the released status does not work. It does work if I use the short form RL instead of Released. Filtering with TimeActivity/Status OPEN works as expected.http://52.168.110.150/AcumaticaNew/entity/Default/23.200.001/Activity?$select=TimeActivity/Status&$filter=TimeActivity/Status+eq+'Open'&$expand=TimeActivityThis works for both $filter=TimeActivity/Status+eq+'Open’ and $filter=TimeActivity/Status+eq+'OP’.The same goes for status Completed (CD) Based on the request profiler, Completed and Open are both translated to the short form prior to query execution. However, ‘Released’ is shortened to ‘Re’ instead of ‘RL’. Is there a way to get this to work, or at least identify the columns that are of type ENUM specifically status type enums so that we can normalize this client side? The swagger response reports the field as string which is incorrect if we need to normalize the enum display/internal value.

Acumatica made a change and forgot to ask us first…Prior to 2024r2, if users ordered parts by mistake via purchase order to service jobs they could simply remove/delete them from the job and those parts would land in inventory. This was actually a seamless and helpful nuance. I wish incorrect parts were never ordered, but any field service company knows better!Starting in 2024r2 detail lines linked to purchase orders cannot be deleted from service orders. Once a purchase receipt is released, the only way to get that inventory out of a job is to contact acumatica support and request a custom script…It’s not uncommon for my company to order $10k-$20k items. On occasion they may be incorrect or more often actually not needed. Acumatica’s current functionality leaves you the option to $0 bill these items or leave them in allocation purgatory forever.How is everyone else solving this problem??? I can’t believe this oversight.

I know I have asked this before but I am just curious if Acumatica has made it to where you can default a warehouse to each employee.We have a warehouse for each van we have on the road. We want to be able to have the tech that drives that can defaulted so when they use parts off the van it is already selected for them.