Discussion Forums

Hi, I am doing a GI and I meet a issue from getting the data field of PO receipt and In-Transit quantity. Is there any other table can get the value of them? because it show object invalid when I use [InventorySummaryEnquiryResult] to get the value. 

I believe that the base product of 24R2 can do this already, I just need to figure out the menu path to get to this. Thank you. 

Customer needs to link their Open Bills with Sub Contact . How to upload "Open AR Documents " linked with "Sub Contract " in migration mode.? Any idea ?

 I am currently working through Lesson 3.1: Setting Up Intercompany Sales from the F300 Intercompany Transactions (2025 R1) course. According to the training materials, when configuring Accounts Payable Preferences, I should be able to select "Vendor Location" in the Use Intercompany Expense Account From field.However, in the system, this option does not appear. Instead, I only see "Vendor" and "Inventory Item" as available selections.Could you please clarify whether the documentation needs to be updated or if there are additional settings required to enable the "Vendor Location" option?Thank you for your guidance and support. 

Hi everyone,I'm trying to write a formula in Acumatica Report Designer where: If [CWMSAItemAttributes.Brand] is empty or null, I want to return the first word from [InventoryItem.Descr]. Otherwise, it should return the value from [CWMSAItemAttributes.Brand]. I’ve tried using IndexOf() and Substring(), but I keep getting errors like “index out of range” or “missing operator before the space operand” depending on how I write it. Please guide me .Here’s one of the formulas I attempted: =IIf( Len(Trim([CWMSAItemAttributes.Brand])) = 0, Substring([InventoryItem.Descr], 0, IndexOf([InventoryItem.Descr], ' ')), [CWMSAItemAttributes.Brand] )

Scenario:Client sells a "Travel Kit" with the following components:Kit Code Kit Name Components Alternate Items KIT-001 Travel Kit Toothbrush, Towel, Bottle Towel ↔ Microfiber Towel   If Towel is out of stock, Microfiber Towel is used instead. If Toothbrush is out of stock, the Kit is not shown as available. 💡 Output Expected: User adds KIT-001 to a Sales Order. System checks current inventory. If all items are available → Kit is assembled on the fly. If Towel is missing but Microfiber Towel is in stock → user gets substitution option. If Toothbrush is missing and no alternative → Kit cannot be assembled.  Please assist with Out of the box functionality

When reversing an AP Bill/Invoice with pay by line NOT flaggedReverse Invoice, Creates a Debit Adj Release Debit Adj and select apply Opens Checks and Payments screen with Debit Adj as type Add Documents to Apply (the invoice reversed) ReleaseBUT when Pay by Line is flagged for the AP Bill/InvoiceReverse Invoice, Creates a Debit Adj Release Debit Adj and select apply Opens Checks and Payments Screen with Payment as type All the lines of the Debit Adjustment are displayed Then we need to add all the individual lines of the Invoice to apply to each line of the Debit Adj. The document is processed as a zero payment (automatically flagged as closed when process payment)The issue is that it shows as payment and if the invoice has many lines to apply to the offsetting Debit adj this can take additional time and possibly lead to incomplete application.Need the ability to reverse and apply the entire document in total (apply documents), even if pay by line is the Vendor/Document option by defa

Meet Django Dunn our Acumatica Community Featured Member for June 2025. It’s great to have you as part of the Acumatica Community ​@Django!My name is Django Dunn. I'm the son of a luthier, so I was named after the famous Belgian guitarist.I started off in the world of accounting software back in the days of DOS doing technical support for a third-party add-in vendor. I haven't looked back.I've worked with ACCPAC Plus, Navision, and Sage 300 ERP. And now, Acumatica, which is my favourite so far.I enjoy the creativity that this job provides even when it might seem like I'm doing the same thing for a different client. I've been working with Acumatica for the last five years and my first project was to build a way for the client to be able to manage and report on tariffs they needed to collect and remit.I've been building customizations for NextLevel Information Solutions for almost twenty years, providing solutions for a wide array of business sectors, sizes, and complexities. I feel luck

Is it possible to reorder the user filters on a List/GI?It seems to keep them in the order they were created which isn’t necessarily the order we’d like to see them.For example: a filter to show today’s Purchase Orders would be very handy to have right next to the ALL RECORDS filter regardless of when the filter was created.A drag/drop of the filters (like column headers on a grid) would be nice but even a simple feature to reorder the filter tabs like the column chooser would be helpful.I have figured out how to do it manually directly in the database so I know it can be done but that’s not practical for the users.Any thoughts would be appreciated.Thanks 

I am trying to set up a connection between Acumatica and Send Grid, and while the outbound process works perfectly, Send Grid is not sending the information back to Acumatica. The email is being logged as open, but Acumatica isn’t receiving that information back. Is there some step or mistake I’ve made?What SendGrid Sees What Acumatica sees 

I’m trying to use Acumatica’s integration with SendGrid to get record of when a email is open. The email is being sent fine and logged in SendGrid, which then sends the read receipt back to the webhook which receives it. However, the information never leaves the WebHook, despite the Email and WebHook being linked.SendGrid’s RecordsWebhook receiving the Response from SendGridEmail Activity does not have this recordThe Email Account linked to the Webhook 

Hi, Appreciate your help on this.  we are setting up the Deduction and Benefits for vacation and we encountered this concern. Context:  Vacation should be set as Percentage of gross wages and should be taxable.  In Acumatica payroll, when the Affects tax Calculation box is ticked, the Percentage Custom in the Calculation Method is not available. Note:  We cannot use the Amount per hour because the hourly rate may vary and we may need to calculate it manually in every paycheck.  Thank you.    

Hi CommunityIs there a specific command to use when creating an export scenario for one period only instead of all records. Thanks in advanceBarbara

I recently added service orders to the mobile application so that our employees can view and edit service orders from their phone/mobile device. It is added and working great for everyone that does not have an apple phone. They can view the list, but when they try to click on one, it spins for a bit and then says that an error occurred as shown below. This is a screenshot from our sandbox company, but it does it for both the sandbox company and the main system. When on android, it opens up the service order without any issues. Has anyone had this kind of problem before? Is it an error with apple or is there something I need to change with my code? 

There are several community entries on this topic, but I haven’t really found an reply that can be implemented. This entry perfectly explains the problem, but the solution isn’t realisitic:Purchase Order Prepayments | CommunityIt’s a pretty basic ask:Vendor needs a prepayment (deposit) on a PO PO Details keep changing -- there’s no way to modify the PO Details that are linked to a PO Prepayment Request.The prepayment shouldn’t have a requirement to be linked to individual lines.. it’s just a deposit on the PO Total.How can this be accomplished?

Is it possible to create a prepayment for a PO without having to tie it to a specific item/quantity within that PO?  It’s very common for our international vendors to change their PO’s and that messes with any prepayments that may have been applied to those changed quantities. My question:  How can I apply a prepayment to a purchase order in total without having to attach it to any specific item/quantity/percentage etc? The same way on the receivables side where you can apply a prepayment to an invoice as a whole.  Example:  Customer owes $10,000 and pays $1,000 towards it.  System shows balance of $9,000 without having to apply that prepayment to any specific item within the invoice. Any help would be greatly appreciated!

Hi,Is there a way to have this in a Arm report? 

Are there plans to expand the capabilities of the Acumatica Outlook add in?  Areas of interest include adding a Sales Order and adding a Vendor Bill from an email.

We are trying to upload historical Bills and link with PO or Sub Contract.  Linking with PO is working .But system is not linking with Sub Contract . Any ideas or thoughts ?  This is the import scenario used  

Hello - Does anyone have an idea why I cannot Void a bank rec. It is grayed out on all recs. I am an admin as well. We cleared a bank item that should have not been cleared vs another one. Therefore one remains open, but should have been cleared. I am assuming this is the solution to void the rec, then recreate them from the issue date. Thanks  

We installed the ShipStation customization for 24R2 into our client’s live tenant and when we process orders ShipStation is not pushing the shipment back into Acumatica.  Are we missing something in the mapping?  I am hoping this is a simple fix.Thank you for the help. Jason Rhodes

Hi Good morning. Appreciate your help on this. What will happen when an employee goes from 1 union  local to another?  Does it create an issue?Example:   Employee move from Apprentice level 1 to Apprentice level 2 and some of the Deduction and Benefits of these union are different.Thank you

Hi, Good morning. I am still not certain of how and why we need to use the rate table.   We are using the Acumatica Payroll and the Construction module.   My question is Do I need to create a Rate Table if we want all the actual labor will be charged to the project based on the employee time entry?    Thank you and appreciate your help.  

Is it possible to do a Historical Data upload for AP module ( Bills , Payments ) in Migration mode ? Bill and Adjustment with Migration mode is working fine ,But when I am Trying to Release the “Check and Payment “ in migration mode (with Document Apply reference to Bills ) getting below Error .   any thoughts ?

Has anyone successfully created new customers programmatically in Acumatica?I'm trying to understand the minimum required fields, whether I can default values from a Customer Class, and what the best practices are.Yes, I’m aware that import scenarios are the standard approach—but in this case, they’re not sufficient. I’m importing from another accounting system and have custom logic in place for remapping, consolidating, and creating new customers, which import scenarios can’t handle. This process also needs to run automatically every few hours, so I’m looking for a robust, code-based solution.Any examples or guidance would be appreciated.Here is my starting point…. // ——————— Create Acumatica Customers (Comprehensive Explicit Creation) ———————[PXButton(CommitChanges = true)][PXUIField(DisplayName = "Create Customers")]public IEnumerable createCustomers(PXAdapter adapter){PXCache mappingCache = Caches[typeof(SSCustomerMapping)];// Dictionary to store MappedCustomerID (Acumatica AcctCD)