Discussion Forums

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?

Our CFO wanted to test out some AI Capabilities and started with a question.“Can we use AI and Acumatica to establish patterns and predict when payments for invoices will be made?”I fired up codex and threw in a prompt for Plan Mode. Codex asked me 9 questionsIn total, it took roughly 10-15 minutes for the plan to generate. After user approval to implement the plan, success was almost won! (1 hour and 22 minutes) After having Codex publish and test as a user, it noticed that it forgot to add the site map and enable permissions. Once it cleaned all that up, it alerted me that it was ready for human review.There’s also a tab for each individual invoice, the justification of data, who won’t be paying inside their payment terms, and a few other bonus tabs. Values omitted. Back to the question, can it? It would appear so.

Does anyone else run into the issue of not being able to use non-stock kits because any component that has user-enterable lots cannot be added to a Non-stock Kit specification?If so, what was your solution? This has been a huge pain point for us.

Has anyone configured the BigCommerce connector to work with an existing BigCommerce store? Our client has a well established store and wants to connect to their new Acumatica install. We started testing the syncs in a sandbox to see how it would work and have run into errors. With the stock item sync, we can only export from Acumatica to BC, but the items already exist in BC. When we try to sync anyways, the error says the item already exists. Is there a way to somehow map the two together to resolve the sync issue? Any other gotchas we need to look for in configuring the connector for an existing store? Thanks for your help!

My customization file looks like this (the relevant part, I think):<template> <field remove="#fsColumnA-Order field[name='CustomerRefNbr']"></field> <field name="CurrentDocument.ShipVia" after="#fsColumnA-Order field[name='CustomerOrderNbr']"></field> <field modify="#fsColumnB-Order field[name='OrderDesc']" after="#fsColumnB-Order field[name='ContactID']"></field> <field remove="#fsColumnB-Order field[name='CuryID']"></field> <field name="CurrentDocument.UsrOrderAlerts"></field> <field remove="#fsColumnB-Order field[name='DestinationSiteID']"></field> <field name="CurrentDocument.CreatedByID_description" after="#fsColumnB-Order field[name='CurrentDocument.UsrOrderAlerts']"></field>The following error appears on the screen:Error occured during HTML merge for 'SO301000', original source will be used instead. Error: Error: In HTML extension 'C:\Windows\TEMP\905219b4-17ee-4d7e-b95

I want to buy NPL lisence, but sales said size of NPL must equals Production lisence. I dont need a huge capacity for NPL lisence. it’s true i must buy equals ? 

I have an existing GI that works and pulls records correctly.  I wanted to use it as a base for another GI.  I tried copy and paste from the clipboard,  I tried saving it as a template and I tried copying it by recreating from scratch using the same tables, conditions etc but the new one pulls no records before I even made any changes. I am completely stumped.  Has anyone else run into this issue?  We are on 2025 R2

I have setup an approval process for PPV (purchase price variance) in AP Bills.  I’m testing this and no Approval record is getting created: And the Bill is as follows: No approval has been created even though there is a 500 PPV.  Am I missing something?

According to the documentation Purchase Receipts , when we create a Receipt, the system recalculates the Unit Cost instead of using the exact Unit Cost entered in the PO, right?Why does the system recalculate the Receipt Unit Cost from the PO instead of using the exact Unit Cost we enter on the PO? Is there any way to change this configuration so that the system keeps the exact Unit Cost entered in the Purchase Order instead of recalculating it? 

I spend a bit of time on the trace screen, I’m sure I am not alone, and I got tired of clicking every “Show more” and drag-selecting stack traces that paste in notepad. So I built a small Chrome extension I now use regularly, and I figured others here might find it useful: • One click copies every exception on the page: all “Show more” links auto-expanded as numbered plain text• The copied header includes which request caused the error: screen ID, command, request type, time, duration. If the errored request isn’t the row you have selected, it selects it and copies anyway• A “Copy for AI” button prepends your own configurable prompt, so the paste is a ready-made debugging request for Claude/ChatGPT/Copilot• There’s also a “Pick element” crosshair mode to copy just one panel (Messages tab, SQL tab, a single exception) It’s free, MIT-licensed and open source, with no accounts, no analytics, and no network requests — you can verify that in the code. Chrome Web Store: https://tinyurl.com/A

Hello,When purchasing a permanent sandbox from Acumatica, will it be fine if the storage is less than production? I would think yes because that is the case for the free upgrade sandbox. Adding sandbox storage to match production adds significant cost and takes us out of our price range. Thanks!

I’m creating an Import Scenario for the Purchase Request screen (PO.30.20.00).I’m having difficulty adding an individual PO line (other than the first PO line) using the ADD PO LINE button (found under the DETAILS tab).  It seems like the 2nd line never gets properly selected thus, by default, the first line remains selected.How do I add a PO line other than the first one?Here is are my steps (in two screenshots):  

Hi! Has anyone implemented vendor consignment before? I’m trying to setup a vendor consignment warehouse at $0 because we don’t want there to be a financial impact until the inventory is used. I’ve looked at Doug’s article below but was wondering whether this can be done without having to setup a different branch/company. Any ideas?https://www.acumatica.com/blog/how-to-implement-consigned-inventory-part-2/

HelloMy client has 2 DH running, same server, 2 different users. Each DH connects to one URL- they have 2 nodesBoth DH connect with same user name to same Tenant.This works just fine, except that when we update printer drivers, restart server and for other unknown reasons, both DH loses the printer’s size configuration causing a major disaster in 8 locations that work 24hrs. a day.We have managed to download the printer file configuration and when this happens, we load it again, but we need to know if this is a known issue or if we can get someone from DH support to help. We are getting calls in the middle of the night because DH loses this.This is the setup we have for both DH:    This is where we have the issue-DH Printers tab:  they have 63 printers and when the Paper Size that was saved before disappears, we have to go into both DH and fix each and everyone of them.This not only causes chaos among all users in all 8 locations, while we fix this, the DH is stopped and no one can pri

When performing a mass multi‑level cost roll, Acumatica doesn't recalculate bill levels for manufactured items from other branches or update their costs in the receiving branch’s assembly. It simply uses the existing standard cost.As a workaround, the mass cost roll process must be run twice. The first run does not pull the most recent standard cost from the sending branch, resulting in an inaccurate assembly cost in the receiving branch. The second run then captures the correct sending‑branch cost and updates the assembly cost appropriately.Can the cost roll process be corrected instead of repeating the mass cost roll process?

Hello all,How can we record loan (liability) against a project in acumatica? So the project will first start with construction which will be funded from loan - as a liability and not income. Then once the project is about to be closed, it is open to be sold out - so the interested prospect pays the deposit for the project which is also a liability and when the prospect signs off the deal, he’s converted to the customer and then the invoice is generated for that project.How can we handle the same in Acumatica? Since its project with 2 accounts - Loan & customer.

Publishing works correctly on the Customization Projects List page,but an error occurs on the Customization Project Detail page. 

I’m trying to ship a sales order via the REST API.  This involves…Creating the shipment record Updating the quantities on the shipment Confirming the shipment Updating INThe actual quantity to ship comes from our internal custom WMS site, outside of and integrated with Acumatica.  Typically, the SO line item will have a linked Production Order.  When recording multiple Move transaction on the Prod order, the resulting Shipment will have multiple lines for the same item.  We rarely ever ship exact.  Depending on how production was recorded whether we had some extra pieces in stock already, the actual quantity to ship will frequently be different than the quantity ordered or allocated or produced.Admittedly, I don’t fully understand how the “allocated” calculations fit into all of this, or how they are determined based on quantity ordered and production quantities.  No matter what I try via the API, I run into the error of “quantity shipped is greater than the quantity allocated” when tr

Hello Team,I currently have an Import Scenario that imports Opportunities successfully.The Opportunity is created correctly with the relevant contact information, and the Business Account is also created through the same Import Scenario. However, I am unable to map the Business Account Name correctly.Has anyone created a similar Import Scenario where an Opportunity, Contact, and Business Account are created together using the same import process?I would appreciate it if you could share a sample Import Scenario or provide guidance on how the Business Account Name should be mapped. Regards

Hello all,How can I generate MRP consolidated out of all demands under a single row?

Looking for AP automation in Acumatica:Automatically capture vendor invoices from email/PDF Auto-match invoices send by vendor to POs/bills in Acumatica system Only flag for manual review if price variance exceeds tolerance Auto-send payment batches to bank after matchingWe only need the above core functions—no extra or complicated features required.We’re wondering:Is there a native Acumatica solution for this, or recommended third-party integrations? Our biggest challenge: some of our item IDs are different from vendor item IDs (only descriptions are similar). How does AP automation handle matching the correct line items in this case?Any advice or experience would be appreciated. Thanks

I am developing a GI where I need to change pricing of items on sales orders based on customer price classes. For example: If a customer has a customer price class of CUSTOMER, I need to reference the price of an item associated with COMPCUSTOMER. COMPCUSTOMER will never be a customer price class that we actually designated to a customer, but it’s more of a reference.  I’ve been trying to create a reference GI for my main GI to use but because you can’t use formula fields as relation link I’m a little stuck. 

Hello all,The Completed qty is still 0 even after releasing Move transaction:  

Hi, we have a sales order for a stock item that has unit cost of 0.4568 back in June 2025, but I can’t find the cost in inventory transaction history. How is this calculated and where is this inherited from? Help please..Item’s valuation method: FIFO This is the UOM of the stock item