Discussion Forums

Hi guys,I'm trying to mass update the "Shipping Terms" field via a Generic Inquiry, but I can't find the field in the mass update options.What can I do?Thanks in advance!  

Hi, Does anyone know of a way to automatically add a drop ship fee to an order that is coming from a 3rd party such as SPS?The item is a Non-Stock item and they want it added just for certain customers.  Thank you. 

When running the inventory planning module, I create the transfer order from the inventory planning screen. No matter what status I have that order in, Open, On Hold, Back Order, the inventory planning does not count it as supply. I know this because when I regen the inventory planning the demand comes back like it is not fulfilled. Why is this a problem?Sometime, the transfer order cannot be fulfilled right away. Then the regen happens and another transfer order gets created and now we have too much supply coming to fulfill that order once we do get stock. Has anyone else seen this as a problem for them? How do you handle it?

I have a new workflow that I’m working with in a sandbox environment before I implement in our production environment but for some reason it keeps disabling the functionality of the entire site after a few hours have passed. It’s not just breaking the actions that I have added in the customization package for the workflow but every action in the site. I cannot save or delete anything or republish the same customization package without an error. The only thing I’ve been able to do to get it working again is to unpublish the package, reset cache and restart the application before I publish the customization again, then the workflow and everything else in the site works again which is great but it will not be in any way a sustainable solution if this happens in production. The workflow is pretty dense, I had to add 24 new states with new workflow actions for each as well as a few record creation actions, I’m not sure if that has anything to do with the site breaking, just trying to includ

I’m getting the following error when I try to create a Sales Order:Document cannot be saved. Document number (<NEW>) equals to the New Number Symbol of a Numbering Sequence. Please change document number.This doesn’t make sense since I want the system to set the Sales Order Nbr so I need to use <NEW> for the Order Nbr.  Is this a configuration issue?

We are looking for a credit card solution that integrates with Acumatica for a client in the Bahamas.  Ideas?

When a customer makes a warranty claim, we replace the item for free. We want to ship the replacement out immediately and don’t want to wait to receive the defective product. I am using the RR (return with replacement) order type but am unable to Create Shipment without first running the Create Receipt process and confirming that the return shipment has been received. Am I not able to use the Return with Replacement order type to ship out a replacement product before receiving the defective product? If not, what is the best process for handling this scenario? Process:Create new RR order In the details section, use the Add Invoice button to select the invoice containing the item that needs replaced Click the Create Shipment button to send out the replacement itemThis results in the error “Order RR does not contain any items planned for shipment”.  

Join three Acumatica All-Stars—Paul Gilfoy (PriceKubecka), Robert Waite (Net at Work), and Marco Villaseñor (Interastar) for a hands-on Coffee & Code discussion exploring how AI is being used by developers and consultants in the Acumatica ecosystem. In this Coffee & Code session, we’ll explore how AI is transforming the way teams automate workflows, support customers, and accelerate learning. From audio-based study decks and custom agent architectures to real-world customer service applications and integration workflows, this session goes beyond hype and demos real projects, real tools, and real lessons. Whether you're a developer, consultant, or business leader, this session will give you: A fresh mental model for understanding -and better use- AI models Practical examples of agent-based automation for ERP and customer service Key takeaways you can use to start (or scale) your own AI initiatives.Presented by: Paul Gilfoy – PriceKubecka Robert Waite – Net at Work Marco Villas

Hello everyone,I set up the Microsoft Teams integration by following the instructions here:https://help.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=8bad2ea9-2454-4038-852a-8706abece330However, no data is displaying on the Team Member screen (SM305030).I checked in the database, the data is existDo you know why the data isn't showing on the Team Member screen?

We are busy with an implementation and in the test company I tried to delete subaccounts / Segment Value and Keys that I feel won't be necessary.No transactions were processed as yet, but now I am not able to post or create anything. Please guide me on how to fix this? I am getting this error:Error: INTERCO, REVENUE STREAM of [VDiscountSubID] do not exist in the system. 

Is there a configuration in the system to automatically copy and paste the start date, end date, start time, end time from the ‘Scheduled’ section to the fields of the ‘Actual’ section?  We run pretty simple that the appointments will always take place strictly the same start/end datetime as scheduled. It would be really nice if we could have a function to determine that the appointments will always take place as schedule. So that, the users don’t need to fill out the actual date/time maually. Thank you very much!  

Hi everyone,I have a situation where I created a Purchase Order with a prepayment, but the vendor wasn't marked with "Allow AP Bill Before Receipt" at the time.As a result, all the PO lines were automatically set to "Billing Based On: Receipt" instead of "Order."I need to change the billing basis to "Order" so I can create the AP bill before receiving the goods.Is there any way to do this without undoing everything?

hello all,I have added a custom button in the AR302000 screen, that redirects to a custom report. I want to display this button only for Doc Type = PPM. how can I do so in Project editor? I have successfully added the button but not able to apply the condition.Regards.

Hi Team,Regarding the financial reports, I noticed that not all accounts are visible on the following reports. Is it possible to ensure that all accounts listed in the chart of accounts are appropriately included in both the Profit & Loss statement and the balance sheet?  Can we make it if a new account is added it will automatically added to the reports? See highlighted reports that need to be correctedThank you

Hi Community,I have a scenario where there is a external software for invoicing and payment collection. We need to import all invoices and payments created against them in the external software. We have created import scenarios to import data for both invoices and payment receipts.Then we need to apply the invoices against the payments we created. But the issues is the numbering sequences are different in Acumatica and external system making us unable to make sure which payment is to be matched with which invoice in Acumatica. and we need to do the applying via the import scenario not doing it manually. We track the external system invoice number in Acumatica invoice and payment using a custom field. Do you see any options to import and match receipt data with the correct invoice using an import scenarios?

Hi everyone!Has anyone encountered this error when processing prepayment requests?Error Message: “Cannot save document. Withholding tax exists in prepayment request.”This typically occurs when the system detects withholding tax (WHT) settings conflicting with prepayment rules.One way to resolve this issue is by deleting the withholding tax applied to the transaction, which allows the document to be saved and released successfully. However, if withholding tax is mandatory and needs to be recognized, is there a way to bypass this error or adjust the system settings to accommodate WHT in prepayments? Alternatively, can the system automatically remove the withholding tax since it is not supported? Any insights or workarounds would be greatly appreciated!  

I can successfully implement Implement a Plug-In for Processing Credit Card Payments, but there is a tricky problem.Suppose after DOTransaction, I need to add a simple LineItem (such as a surcharge, which is actually known after DOTransaction) to the Line Item of the Sales Order based on the payment amount.Acuamtica does not seem to allow me to add such an item. In which interface should I implement such an addition action?

Hello Community,Has anyone successfully installed the Acumatica 2025 R1 instance locally?I’ve attempted the installation multiple times, but I keep running into the same issue. After selecting the Sales Demo data and choosing DefaultAppPool as the application pool, the installation process starts — but shortly after, the dialog box simply disappears without any error message or confirmation. No instance is created, and nothing else happens.I’ve followed the same steps that worked perfectly for earlier versions (2023 R2 and 2024 R1), so I’m wondering if there’s anything different or additional that needs to be considered for 2025 R1.Has anyone else faced this behavior or found a workaround?Is there any change in prerequisites or installation flow for this release?Any insights, tips, or documentation references would be greatly appreciated!Thanks in advance!

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share Idea Management UpdatesGreat News - we've made it easier for you to track your ideas. We've simplified how we categorize them - so now there are fewer, clearer options. That means you'll be able to see exactly where your suggestions stand. Django Dunn - Acumatica Community Featured Member for June 2025Meet Django Dunn our Acumatica Community Featured Member for June 2025. It’s great to have you as part of the Acumatica Community ​@Django! Acumatica User GroupsNew! Michigan Acumatica User Group, Northern New England Acumatica User Group, NorCal Acumatica User Group Request to join today!All Acumatica User Groups How to Answer Questions on Acumatica Community - We need ev

Acumatica Labs Order Orchestration is Now Available in the Product PortfolioOrder Orchestration has successfully completed the Acumatica Labs program. After being tested and refined with customer and partner feedback, it is now generally available in 25R2 as part of Advanced Order Management, a new offering within the Acumatica portfolio.For details regarding Order Orchestration, please refer to the 25R2 Release Notes.

Is there any way to mass create purchase receipts for purchase orders? I need to somehow mass create purchase order receipts for drop-ship POs. I know there is a mass action button for POs that makes me believe this is doable but it only creates a purchase receipt for the first PO select on the list which makes sense since a purchase receipt number has to be created (and that is only created after a purchase receipt is saved)

We are new to Acumatica and still in the learning stages and business processes.  We have used sales forecast in the past along with a production forecast.  How can we still use both and which one is best for our production dept to use?  We want the sales orders to pull from the forecast but not both.Looking for knowledge and how we can make this work.

I post one wrong invoice post to in module with unit cost but I create credit memo back when post in module the unit cost zero. Could guide me. 

We’re trying to find a solution to alert users, especially our Purchasing Department, that a dead inventory item in another warehouse is being ordered via mark-for-po on the sales order.  We have (5) warehouse locations spread-out across our geographic that all carry lots of inventory.  What we’ve noticed is that our purchasing department has occasionally been processing PO’s in the Create Purchase Order screen for items that are considered dead inventory in another warehouse.  Ideally, we’d prefer to transfer that stock to fulfill any orders in other warehouses instead of ordering more from the vendor.  We manage our dead inventory list in an excel file (exported out of Acumatica).  We tried to use the “Pop-Up” not on the stock item that essentially said “THIS IS A DEAD INVENTORY ITEM IN ANOTHER WAREHOUSE - PLEASE CHECK OTHER WAREHOUSES”.  However, we learned that this note does not pop-up to the user when processing the line in the Create Purchase Order Screen.  The pop-up note only

Hey guys. I have recently installed AC on the local server for testing purposes. Its loading every screen super slow. The recourses of the server are enough nad the system monitoring doesnt give any abnormalizes. Where do I start?