Discussion Forums

Hello, Two questions regarding mobile app:Is there a way to implement header-detail view in mobile app? I am trying to modify Item Lookup mobile screen to have a scan field in the header and Inventory Summary in details. The closest available is FilterListScreen type for the Screen tag, but that creates a filter which you need to click into and then update. Is there a way to make it appear on top? For the virtual keyboard when you tap on the field, can that be replaced with 10-digit numpad?

Using the REST API I need to know which is the first record (chronologically) of JournalTransaction. That is, the one with the eldest CreatedDateTime.How can I get that? What's the default ordering of that collection? Can I do something like sort + top=1?

Has anyone had this situation and how did you resolve it?Customer sends us a forecast for the year, by item.  They are going to buy $1,200,000 of product in the year 2025.  The distribution is $100,000 per month estimated spend.  We also want to compare what they said they forecast to actual spend (invoices).  This becomes a rolling 12-month forecast so it can span multiple calendar years. In late February they tell us they want to change the forecast and move the $50,000 for March to April.  April now becomes $150,000.  

I recently got Microsoft Surface Laptop. I planned to install Acumatica local but then i started to see error messages when installing SQL server. I found that the process Snapdragon(R) X 10-core X1P64100 @ 3.40 GHz   3.42 GHz is not compatible to install SQL server. Any suggestion or alternate way to install Acumatica and SQL?

We recently switched to Acumatica Pay/Fortis and are now receiving an error for invoices that have >99 items.  We had a similar error with Avalara and they had to update their hardcode to Allow us more line items, is the solution with Acumatica similar? Please advise how we can resolve this. 

Hello,I am beginning to get into Power Automate and see there is a Connector available for the Acumatica API.  Are we able to update a UDF on a Sales Order using a Flow?  Our need is we have a spreadsheet with tracking information and we also have a UDF for the tracking number.  Hoping there is a way to automatically add the information from the spreadsheet instead of manual import scenarios.  Thanks-

Hello,I would like to ask if there is available mapping (import scenario) for multiple delegates?Appreciate your help.  

Does anyone have a matrix they’d like to share with me that deciphers what you can do with Single Tenant multi branch but cannot accomplish with Multi Tenant?  (and vice versa) Ex:  2 different tenants under the same URL (multi tenant); Company A enters ap bills; Company B cannot pay those bills that were entered in Company A. Ex:  2 different branches under the same tenant (single tenant); Branch A enters ap bills; Branch B can pay those bills that were entered in Branch A.  (and I think the same applies with single tenant using companies) Thanks 

Hi Everyone,In a Single Tenant Multi Company Environment, I’m trying to create a row-level security for item restrictions based on the item classes. Wherein company A will have visibility to all other item classes and related items and Company X will have access only to the X item class and items created for through the same class. Based on row level security set up in Inventory Item Access form (Referred document:  https://help.acumatica.com/(W(330))/Wiki/ShowWiki.aspx?pageid=09c9c94d-1707-4e24-bb2c-29343e18864f) I was successfully able to restrict the item visibility for the companies as shown below. However when creating orders i can still see all other items in the tenant.Have I missed any steps during configurations? or otherwise, how can I ensure that the user will only be able to select from the list of items restricted to the user? Thank you in advance!

In Acumatica Productionorder detail page we have add 2 custom column in UI. But we take 1 column in AMProdOper Extension we take 1 column which is Date Time. But not hide when Enable/disable my moduleIn DAC  In aspx  

how to install Acumatica ERP in Linux ?or how to setup acumatica ERP in Linux ?We use Ubuntu 22.04 version

We have Change language English to Dutsch. The page is convert into german language. But there wiki files contents not convert. This is the changed formBut there wiki is not change  

Hi Developer , Guest ,Currently, We use HubSpot for our US team and Acumatica for our local team. We want to build a dashboard in Acumatica that combines key data from both platforms for easy viewing. Any recommended solutions?Looking forward to your comments and suggestions.

We have lots of custom items within our Stock Items that have artwork files uploaded into the Files section. However, sometimes art files get updated on our SharePoint site where they are housed and don’t get reuploaded to Acumatica. Is there a way to establish a live link between Acumatica Files and our SharePoint site so the link always displays the most current SharePoint Version?

I have working on Creating Form Tab Layout based on two Table RepairItem and RepairPrice.I am able to add the Repair Item corressponding to the Service and Device based on the screen.But whenever I select the same Service and Device the already exisitng Repair Item records are not getting updated.Although, records are available.   

In the Classic UI for fields such as the Transaction Description on the Sales Order Details rows, if you press Control Enter, you could add a second line to the description that would show as a second row on print outs.  The Control Enter inserted a line break.This is not available in the Modern UI.  Well at least I cannot get it to work.Is the restoration of this functionality planned?

Hi Acumatica Support,Is there a way to tag a limitation of Warehouse Capacity?For example, Warehouse A is limited to 100 KG     When in Warehouse A, Item 1 has 50 KG                                          has Item 2 with 40 KG      When we receive an additional 30 KG for Item 3, the system will warn that this item will exceed capacity.Thank you!  

I want to map workgroup from company tree with customer directly. In employee we can map to company tree workgroup but customer module cannot find where to map workgroup. Can we make or not ?Because I want to configure approval in sales orders I see this  

I am working on an implementation that involves Non stock items on Sales Orders.There are two workflows involved Counter sales and Project Sales.We have 2 different order types setup; one with Invoicing for Counter sales and one WITHOUT  Invoicing for Project sales (material issue only).The system is set to assign the cost on sales.It appears that the cost side of the transaction gets generated when the Invoice is processed, si this works for the Contract Sales.For Project Sales order no cost transaction are ever created.How do I get the cost of the nonstock item to hit the project without Invoicing?.There was a change in the Service module that seems to have address this process for a service Order and this functionality seems to be missing from the Sales Order workflow  

Hi there,I’m trying to create an import scenario for SM204002.I cannot obtain the number associated with the Email Account ID for the import to work. “EmailAccountID” is the key field, however, it is stored as an integer. My attempt at creating a GI to pull this information only reveals the Account Name. To illustrate, in the second screenshot below, looks Acumatica requires the integer, rather than the name displayed.  Yet when a GI is created, no integer is provided, only the Account Name  How do I go about obtaining the integer key field for my import EmailAccountID?

I am working with a prospect and the existing system uses a kiosk to scan production order, work center, and start, then the do the same to scan stop.The prospect feels the time needed is excessive and want to understand how fast Acumatica can scan with a tethered scanner and on the app.

Hello,I am currently using Duo and OpenID for user authentication into Acumatica. We are looking to go a step further and set up the User Creation Rules and Role Mapping Rules within Acumatica to help streamline user setup, onboarding, permissions, etc.Within the Role Mapping Rules section, there is a text box for “Claim Type” as well as Scope. Within Duo, we have the scope created, as well as Claims. However, there is nothing within the Duo OIDC application that mentions “Claim Type”.I’ve attempted to use sub and oid in that text box, as those are the only options for claim type for the user identity with Acumatica, but neither one work correctly in this case. Duo support doesn’t have anything documented on their end for “Claim Type” as well, so they couldn’t help me further.For my test user case, I am using an existing Acumatica user account and have checked the option for the account to Use Roles from Provider Settings.I’m crossing my fingers, hoping that someone using Duo has the R

I have just upgraded my Acumatica to the 2024 R2 version (24.204.0004) and I am having trouble viewing one of my customization projects. When I click on the project on the ‘Customization Projects’ page the popup window appears and spins for about 30-45minutes until some of the project details appear but then it continues to spin for 30+minutes (I still haven’t been able to fully load this project in the popup window).This customization project is pretty large but in the past it has only taken 3-5minutes to fully load. Is there a reason why this is taking longer with the 2024 R2 version or are there any methods to diagnose this issue? Any help/suggestions are highly appreciated!

Hey Acumatica community,I wanted to share a quick but important tip for anyone customizing reports using Report Designer and struggling with filters — especially when filtering by Order Status fields like POOrder.OrderStatus.🎯 Problem:I tried to filter my Purchase Order report to show only Open orders by adding this filter in Build Schema → Filters: but the report didn’t return anything. It turns out, Acumatica uses internal code values, not the visible labels you see on screen!✅ Solution:To filter by Open POs, you need to use the correct code:🔍 How to Find Status Codes in General Inspect Element in Acumatica. and check the status field. then look for dropdown values.  Hope this helps someone avoid a few hours of confusion like I had 😅Cheers!