Discussion Forums

We’re experiencing a consistent issue where printing documents screens that typically shows the actual document (invoice, statement, remittance, payment register) are sometimes routing the user to a “Process Report” screen and requires manually re-entering parameters (document type, reference number) and clicking Run Report.Same user sometimes gets it right, sometimes gets this screen. 

Item in available in 2 locations at warehouse.  They shipment is created to pull from location “A”Using Pick Pack Ship the customer wished to be able to change the location to pull the product from location “B”I this possible ?  

Hi Community,I’m looking to get your thoughts on ETO manufacturing and custom-built subassemblies.  Our client does a tremendous amount of Engineer-to-Order manufacturing.  In many cases, their solutions may ultimately be built once, which may also include a reasonably large portion of their subassemblies, such as laser-cut sheet metal parts.  The custom products and subassemblies often fit nicely into a handful of product classes, but in their current state, they are often creating new SKUs for ETO product and subassembly.  These parts are virtually never in inventory beyond the time necessary to issue them to a production order or ship the FG to the customer.  The client will be using CADLink, which will be used to generate SKUs, BOMs, and to update Production Orders. We can continue down this path, which is fine.  With that said, it feels as though there could be some potential benefit of creating skeleton SKUs and BOMs representing generic versions of these product

Has anyone developed a system where the move transaction can be done in batches similar to how the materials wizard functions? We release materials when a production order is completed in house so we do the materials and move transaction one right after the other. The materials wizard allows us to release materials for dozens of production orders if needed, but now we need that same functionality but for the move transactions.

I am trying to create a GI that links the project quote to the project (to compare values).  I’m getting this error when I run it.  I have tried two different ways of linking the two tables: I’ve attached my GI.  Any ideas what is the best way to link these two tables?

Hello,We are looking into using USPS First Class Large Envelopes “Flats” (not a flat rate shipping method, but literally a flat envelope) to ship a majority of our products. We sell small, thin envelopes of seeds. We will save about $100k a year in shipping costs by switching from Ground Advantage to USPS First Class Large Envelopes.Is anyone using this service method in Acumatica?I do not see this as an option when setting up a Ship Via. We have an integration with stamps.com and it does exist as a service method on our account:I wonder if we have to do something similar to when we set up Med/Large Flat Rate ship vias? We had to do some heavy lifting to get those working:First by creating new Carrier IDs for each of those:

I created a new version of a report and added it as a separate Customization. However, when I run Unpublish, the new report version remains in the system.Is there a way in Acumatica to fully revert or remove report changes when a customization is unpublished?What is the correct approach to ensure that report modifications are rolled back after Unpublish?Thank you in advance for your help.

I need to correct a quantity in a RO by returning some of the items on the same day but with no charge. When creating a return on the same day, it still charges for the day.How do I avoid this charge?

Hi AllIn our Acumatica instance, when entering a line in the Sales Price Worksheets screen, the defaut value for the Price Type comes up as Customer Price Class.Is there any way that it can be set to use Base as the default value instead, please?Price Type default value is currently Customer Price Class. We would like it to be changed to Base as the default value if possibleThanksAmit

Hey all! Question - Can you actually receive, view, and reply to emails in Acumatica? I was drafting an email and I saw the “Replay All” button but I have yet to see any place to actually view emails? Thanks!

exception has been thrown by the target of an invocationunable to cast object of type 'System.Byte[][]' to type 'PX.Reports.Web.WebReport'

Hello all,How can I setup an Approval workflow for the Opportunities screen in Acumatica? We know that the Approval Map doesnt have the option to setup approval for Opportunities screen. But is there any possibility to setup a similar flow without customization?

We are trying to return stocks from a Project related sales order , but the system won’t allow it because we don’t have an invoice associated to that sales order-shipment. Is there a way to return it in inventory without needing to do it manually ?

Hi All,Could you please advise why the issue types, as shown in the image below, are appearing in the Inventory Allocation Details report?Thanks in advance.Regards,Lalith.

As far as I know, Acumatica only allows you to PUT one entity at a time. Is there any way to do a bulk upload of entites (eg. Stock Items, Journal Transactions etc)?If it’s not possible to do it within Acumatica, can it be done with a custom API or a wrapper and what would that look like?

I’ve tried to find an import scenario to import users into a new system and am not finding what I need.  I created the Excel Data Provider as follows using guidance from some older posts in AUG Forums.The import scenario is:When I try to Prepare the Import by Scenario, I immediately get this error:The column 'Active' is not found in the data setDoes any one have an import scenario that works for users or can tell me what is wrong with mine?

I get this error when trying to print a check.   

Hello,On February 28th, we upgraded Acumatica to 2024 R2, and now the USPS Ground Advantage service method is missing from the service method list.I contacted EasyPost, and they said it appears to be an Acumatica issue. They advised us to reach out to Acumatica for support.Does anyone know how to add or retrieve this service method? I tested the connection and it is working. 

I have an issue importing Sales Orders when the Contact name (e.g. John Doe) is associated with multiple Business Accounts. I’ve tried the following with following results: Works if the Contact name is associated only with the BA related to the SO importing, but often error if multiple BAs. Imports nothing. Imports nothing.Thanks.

Hey! We’re seeing a weird issue with one of our invoice email templates.If we open the PDF preview and click Send, everything works and the email draft opens as expected. But if we’re on the Invoices screen (AR.30.10.00) and use the Email action, it fails every time with this error (Trace-Log):at PX.Data.PXViewCollection.get_Item(String key) in C:\build\code_repo\NetTools\PX.Data\Graph\Collection.cs:line 1489 at PX.Data.Wiki.Parser.ParseContext.SetForeachIterator(String viewName, IDictionary2 parameters, String sortby) in C:\build\code_repo\NetTools\PX.Data\Wiki\Parser\Output\ParseContext.cs:line 123 at PX.Data.Wiki.Parser.ForeachTagProcessor.PX.Data.Wiki.Parser.PXHtmlParser.TagProcessor.Process(String tagName, String content, List1 attributes, WikiArticle result, PXWikiParserContext settings) in C:\build\code_repo\NetTools\PX.Data\Wiki\Parser\BlockParsers\XmlTags\ForeachTagProcessor.cs:line 11

How do we use RR when we ship the replacement and pick up the return at the same time? We typically send the replacement item via company truck and pick up the defective/warranty item at the same time (or sometimes a day or two later, as the original item still needs to be extracted when the replacement item gets installed). The problem we are having is that the replacement shipment needs to be Confirmed before the Return item can have it’s shipment created. The SO entry appears to function the way we desire with the replacement item and the return item on the same transaction, but we have no document(s) for our driver and the customer to indicate both the replacement and the return being processed at the same time.

If i am in the sales orders invoices screen, SO303000, and i select email invoice. Where is that template coming from? My goal is to alter this and add another report to the email.  

I wanted to clarify an important point regarding sales pricing and purchase orders in Acumatica.The sales price on a Sales Order is independent of the vendor cost on the Purchase Order. In theory, changing the customer price should not affect the PO. However, when a Sales Order line is linked to a Drop Ship PO, Acumatica locks certain fields—including Unit Price—to maintain document integrity.This means that once the PO is closed, the system prevents editing the Unit Price on the Sales Order, even though the two values are unrelated. While we can adjust the price at the invoice level, this does not update the Sales Order itself, which impacts sales journal reports and historical accuracy.To ensure reporting reflects the correct price, we would need the ability to override the Unit Price on the Sales Order after PO closure. Currently, the workaround is to remove the PO link, apply the price chang

Has anyone ever done a customisation to Enable Pay By Line to work for Sales Invoices generated from Sales Orders. Acumatia does not support it and am wondering why they did not allow it. 

It used to take hours to update my local Acumatica Dev/Sandbox environments with the latest data from our production instance.I would avoid it for as long as possible, then some urgent bug would arise that needed testing, so I would scramble to get it done. Our tenant snapshots are fairly large, so it would take a few hours upload and restore them. That was after fiddling with the web.config file to increase the snapshot size limits so I hopefully wouldn’t run into any issues. Then I discovered the process that I want to share with you today. Please note that this does require you to have access to backup files from the database that you wish to copy. We host our own Acumatica instance with frequent, full database backups, so this works really well. Here’s what I like to do. Publish any latest customizations to your production Acumatica instance. (If you want the backup that you restore to your local instance to have the