Discussion Forums

Is there a setting that would allow the appointment confimed box to be checked automatically or a glitch in the calendar board?  Recently our schedulers have been complaining that after moving appointments around the calendar board on tomorrows date from one tech to another they appear as confirmed without their knowledge.  Is this possible?  Can it be fixed so it does not happen?  

Hi Everyone,I’m having an issue while setting up a project budget in Acumatica and would appreciate any guidance.I tried to upload the Revenue Budget under the project, but the system did not upload all of the data from my file. In addition, one of the cost centers was uploaded incorrectly. Acumatica assigned a cost code/number that was not included in my upload file.The issue is that this cost code is not set up in the Cost Code list. I tried to select the correct cost code from the available list, but Acumatica does not accept the change and automatically repopulates the incorrect/non-existing cost code.I am now receiving the following error:Error: Unhandled exception has occurred, your changes have been rolled back: Error: An error occurred during processing of the field Cost Code: Error: 'Cost Code' cannot be found in the system.I also cannot delete the affected budget line because of this error.Has anyone encountered a similar issue with Project Budget setup or budget uploads in A

Hi Community!I ran into this a few months back but was asked again. In the Classic UI I was able to go to “Screens” in a Customization package and drag the tab order around so the first tab would be the new default tab. In the modern UI I can use the Screen Configuration tool to move the tab order in a similar way but even if I move a tab to the 1st, when I open the page it defaults to the original tab that defaulted.Appreciate any feedback or guidance!~Chris 

We have a customer that prefers us to master pack--packing several small boxes into a single larger box--so they don’t receive so many individual packages.Here’s our current process:In Acumatica, we pack everything into small boxes (for example, a box with carton ID C01) and enter the contents and weight for each small box. We can usually fit about six C01 boxes into one larger box, a C08. We then move to ShipRush (third-party shipping software), where we enter the dimensions for the large/master box (the C08), generate the FedEx shipping labels, and manually add the master box with the tracking numbers back into the shipment in Acumatica. In Acumatica, we use a dummy Ship Via (ShipRush FedEx), instead of FedEx Ground, so it doesn’t automatically populate tracking numbers.This method works, but it feels clunky.My question:Is there a way to master pack directly in Acumatica without relying on ShipRush? For example: could we create a special carton ID (like “CIP”-carton inner pack) and h

When my purchaser creates a purchase order from a production order it understandably creates a single line on the order for the total amount needed of that item for the production order. Currently our process involves lowering the quantity on that first line and breaking the total quantity out into several lines of that same item so that we can put in different promise dates for each line of the PO. When I or my purchaser go back to the production order details and click PO link, the new line appears but the checkbox to link it is inaccessible. Is there a way to make this accessible?  

I would like to confirm that the Expense Receipt Recognition is available via the Mobile app only.  Is this correct?Do you know if there are plans to add this via the URL?Thanks.

When publishing a customization to PR302000 in 26 R1, I get this error:An error on the page /pages/pr/pr302000.aspx with the message: Cannot parse the ASPX file. The closing tag </px:pxformview> is not expected in the line 87; the expected tag is px:PXFormView from the line 54.The source ASPX file looks like this:The only way to resolve it is to edit the ASPX manually, providing I have access to the server.

How to setup average for reorder point, safety stock, and max qty ? I already to calculate replenishment but nothing happen.   100% zero. Help please thank you

It seems so many build in GIs don’t do this by default. We have to modify the GI for it to show as a negative number. Would be helpful if this was built into the GIs automatically. Is there any plan to do this in the future? 

Recently we had the requirement to create a Generic Inquiry and Report with parameters to filter on a date range using both date AND time to account for multiple labor shifts. I could not identify a schema field that included a time component, so I created two additional string parameters for the time components.  I then parsed the time parameter and added the corresponding number of minutes to adjust the start and end dates in the GI/Report condition.  I also had to make an adjustment for UTC, which works differently between the GI and the Report.  GI search screen:Condition on the GI:It seems a bit hacky, but it does do the trick.  Has anyone else encountered this requirement and possibly found an easier method to provide the functionality? 

 I have created a Recurring Transaction to create an Invoice for Monthly Rent. I am trying to create an Automation Schedule for this specific recurring transaction but I don’t have any invoices created.   I set the schedule to run today, and the automation schedule appears to have executed successfully. However, it didn't process any documents.I'd appreciate any guidance on what I may have missed in my setup. Thank you in advance for your time! 

I try to configure mailing and printing for purchase requisition template for requesting proposal to vendor. But It’s always use default system sending email template. when click request proposal, it also send to other two email that is not the vendor email. This is image when it sent 

Does anyone know where to find the correct document for “How to setup and print on Blank Check Stock” with Acumatica? I searched and chatted with Acumatica and even they can’t help and couldn’t find the document? 

Are there any options to enhance the search functionality on the mobile app to more closely match the web version?A difficulty we are having with our floor scanners is finding an item # to print a label. As an example, we are looking for an item with the description “Panel Universal 42 high at 35° stair”.On the web version any 2 or more keywords in any order will find it. So a search of “panel 35 uni” will find it. On the app everything needs to be precise, so “panel universal” will find it, but “uni panel” wont”Our company has ALOT of parts with a wide variety of descriptions so its proving a challenge when we need to label something on the floor.

Hi,Is it possible that Compliance is shown at the subcontract level only rather than at a vendor/projects level? We don’t want warnings displaying for expired compliance when users have a project or vendor screen open We want the warnings to display on the Process Payments/Checks screen if there is compliance expired on any of the lines on ScreenId=AP505000 for example beside the Vendor field 

Hi Community, I’m hoping I can get some help with this.We are running into some instances where an orders shipment and invoice are processed short. For example, the order called for 140 units, but only 130 units were processed under the associated shipment and invoice. Is there a way to reverse the invoice where it re-opens the shipment so that the shipment can be modified? We are currently using the RC order method to return the inventory and generate the CM to then apply to the invoice with incorrect value. We are then re-doing the order at the correct unit quantity/value. Trying to see if there is a faster way to do this without having to use the RC order method.Appreciate any feedback! Thanks

Hello Everyone, Acumatica is currently evaluating a native integration with Amazon Vendor Central, and we are seeking insights from customers who are already trading on the platform.If you are currently working with Amazon Vendor Central, we would love to hear from you! Your insights will be help in shaping this integration to better align with your business needs.Please feel free to comment on this post or reach out to me directly via email at karthik.gajendran@acumatica.com.Looking forward to connecting with you soon! Thank you

Hello! Sometimes a customer orders multiple items and have multiple ship-to addresses. Two solutions we have are 1) create blanket order, then create child orders from the blanket order and override the addresses on each child orders and manually edit the items/qtys that should be on each child order, or 2) use import scenario to import everything as regular SO, in the import file, specify the items/qtys and the override ship to addresses. Option two seems better because it has less manual work. But the issue is, customer would like to have one single sales order confirmation, invoice, and collect one payment. I know we can add multiple orders in one invoice and payment, but we cannot get one single sales order confirmation with all items/qtys unless we use the blanket order. Anyone has any suggestions on what could be done here? Is there a way to create multiple child orders at the same time from the same blanket order? Is there a way to import the SO then reference it back to a blank

As a part of our current process we need to individually type “100” for each line before we can “Run Billing” to generate the ProForma Invoice.Is there a way to have an action button that could complete this or a way to enter into one cell and copy to all of the others? Any Recommendations.Thanks!

Hi Folks,I'm trying to apply tax manually rather than having it auto-calculated — the tax should be applied after the invoice has already been saved.I'm able to do this through the UI, but I can't get it working via the import scenario. I've tried following the approach in the threads below, but the old (auto-calculated) tax value keeps overriding the manual one I try to set.I've also tried creating the tax manually first, but that approach didn't work either.What I have working so far:Import the data → Save ✅ Add the manual tax, then Save again → not working ❌Separately, I'd also like to check whether it's possible to add a separate commission line based on column values — for example, the setup below should generate 2 lines on the same sales invoice. There are also zero value commisions lines in it shouldn’t create lines for it.I've attached my import scenario and DP for reference. Any help or guidance in the right direction would be appreciated. 

I have not been able to find a successful method for this yet.Wrong stock item was issued to a project/cost budget. The correct item has since been issued, but trying to remove or reverse the wrong item out of the project. I can do a receipt or adjustment back into stock on the inventory side if needed, but I am unable to determine how to reverse the issue project transaction to correct the project. Thank you,Greg

Hi,We recently implemented Acumatica and have identified a gap in our materials control process. We understand the transactional steps involved in PO receipts and issuing materials to production orders, but we're unclear on what should trigger the material issue/release process.Specifically, we're trying to understand how a Materials Controller would know when newly received materials need to be issued to active production orders.Is there a standard screen, inquiry, report, or Generic Inquiry that can be reviewed daily to identify:Materials that have been received into stock Open production orders requiring those materials Any material shortages or items awaiting issueWe're looking for a practical way for the Materials Controller to manage and prioritise material releases to production on a day-to-day basis.Any guidance on the recommended Acumatica process would be greatly appreciated.Thanks.

Good day CommunityI’m sure you all know how challenging the assignment of user roles can be especially within Cases. I am urgently looking for the screen ID or the embedded actvity to Revoke the Invoice Case Activity from the Actions scren of an Open Case. I would be very grateful if anyne can assist me to find this activity within the Access Roles space.  RegardsBarbara 

Has anyone found a way to modify the default template used when creating an email from a Case? Something is automatically populating the subject line and To address, but would it require customization to change or is it something we can change easily?

How do you create a refund from a credit memo without having an open item show up when I do a Bank Deposit.  AP will be issuing a check.  I already Extended the customer to an vendor.From the credit memo it took me to payment and applications with a type of refund.  It was to go through the clearing account.