Discussion Forums

hello all,We have the AI Assistant feature from 26R1, however I would like to know if anyone has experimented it, and how?Thanks.

Hello Community,Hope someone in the community will be able to share some insights.if a vendor has 30 day payment terms, these terms will apply to the AP Bills.  Acumatica does NOT apply these terms to AP Debit Adjustments.  Why? We have situations where vendors issue a credit and then a re-bill for a price correction. We don't want to take the credit against one payment and then have the re-bill paid on a future payment. We would want them both to show up on the same payment.Thanks,Hari

I updated our production site a couple of days ago and have encountered a strange issue where the site still works, the GIs, reports and customizations all still work, the updates screen is showing the correct version, the server is showing the correct version for the site and the database but the login screen says “Last update was unsuccessful”. I’ve tried running the update again and it does not show the correct update date, it still shows the original one from two days ago and the update history does not show a timestamp for when the update finished. Any ideas on what I can do to get rid of the error message and ensure that there is nothing wrong with the site? 

Hello All,We have a client migrating from Dynamics SL where they have the option to update the Cost at Completion with every Budget Revision.  They may have multiple Budget revisions on a single day, especially at the end of month.  We would like to recreate this functionality by creating a Cost Projection by Date for every Cost Budget in Acumatica, but are limited due to Acumatica only allowing one cost project for a date.Is there any plan to allow multiple Cost Projections by Date for a singe date or revise/correct a Cost Projection for a date?  Or..has anyone found a work around to allow multiple cost projections for a single date?Thanks!

The BAccounts in my system each have multiple locations.  I need the GI line results to have 1 line per BAccount and show the Location address information for the LocationCD =’Mailing’.  If there isn’t a LocationCD = ‘Mailing’, then I want it to show the location that is marked as “IsDefault”.   Maybe it is better said, “If there is a location named “Mailing”, show that address.  If not, show the address for the location marked “Default” What would be the best way to create this condition in my GI?  

I want to add a box connotation (colored status field) to a customized stock screen (AR303000) in a customization project on 2026 R1.I created status-colors.scss and referenced it from my customization HTML:<template>    <require from="./status-colors.scss"></require>    <qp-fieldset id="fsLoyaltyProgram" view.bind="BAccount" caption="Loyalty Program" wg-container="BAccount_LoyaltyProgram">        <field name="UsrMembershipStatus" class="colored"></field>    </qp-fieldset></template>The file shows on the Modern UI Files page at screens\AR\AR303000\extensions\status-colors.scss, and the customization publishes successfully. But at runtime the console throws:Uncaught (in promise) Error: Failed loading required CSS file: customizationScreens/Company/screens/AR/AR303000/extensions/status-colors.scssWhat I've already ruled out:Not the SCSS contents — fails the same way even with a trivial .colored { font-weight: bold; } and no @import. Not sta

We are working on setting up MRP and seem to have run into an issue. The Safety Stock field in inventoryItem (AMSafetyStock) can only handle values up to 9,999,999. We have items that require a safety stock of anywhere from 10-50 million (possibly even more). In a sandbox, I updated the field to accept additional digits but we are still getting errors. I also do not know if that is a good way to go about it. Seems like an update that touches that table could change the field back and destroy that data. 

As i was releasing tax report this error popped up. see attached

We create our Production Orders from our Sales Orders.  By default, the system will create the order for the full sales order quantity.Without having to create the Production Order via MRP, Is there a way to: Create the PRO for the shortfall amount automatically in Sales Order, Or be able to adjust the quantity before hitting CREATE.In example below, we have 5 in inventory, so we only need to make 11. 

Hello all,In the previous versions of Acumatica we had the functionality, for instance that if we have an item lets say AAComputer and if a user tries to add a new item in the Inventory ID field, as soon as the characters are entered Acumatica displays the relevant results. So if the user enters AACOMP, Acumatica displays the result for the existing item in the search result.Here the user isnt making use of inventory lookup, but just typing in the characters and it displays the items that already has the keyword.However in the current versions, its not working at all even after enabling the full text search. Is there anyone else facing the same issue? Regards.

Hi, I was wondering if there is any report or GI (custom) that can display for all transactions:The net amount of the payment (excluding GST) The GST amount in the payment The details of the payment (ie supplier/client name, transaction description etc) What GL account the transaction was coded to Some way to be able to drill into the transaction if needed, whether that be a link in the report or at the very least a transaction number or similar that I can then go and look up in the relevant area to get more detailThe idea here is to be able to review whether GST has been claimed correctly.  For example, I can look at all transactions in the “Donations” expense account and confirm straight away that no GST has been claimed on any of those, and then I can look at all transactions in the “Software Charges” expense account and confirm straight away that they all have GST claimed on them.  Example of what the report should display (see the yellow highlighted section). You can see straight

Hi there everyone,We recently upgraded to 26R1. When using the Inventory summary screen, we noticed that double clicking one of the lines does not always apply the correct filters when sending us to the Inventory Allocation Details screen. Typically when doubly clicking a line in Inventory Summary it will send us to Inventory Allocation Details with the filter for the Warehouse and Location already matching that of the line we clicked on.  Now however, majority of the time it will instead only send the filter results for whatever row was at the top of the Inventory Summary results.  Once in a blue moon it will apply the right filter settings, but typically it does not. Has anybody else experienced this?

We're working on an Inventory Aging Report as a standard feature in Acumatica, and we want to make sure we build it the right way.We already published a survey in the related idea:A big thank you to everyone who has already responded! In case you missed it, here's the Survey link.Your input is invaluable — we'd really appreciate hearing from you!

After integrating Avalara and enrolling in the SST program, we had to map tax category codes and inventory ID’s to tasks used in billing. We started with tax category codes and only Avalara. The duplicated line items did not begin until we enrolled in the SST program and began using inventory ID’s (as instructed by Avalara).Has anyone experienced this issue and found a resolution? The duplicate line items appear whether it’s an older project (prior to Avalara integration) or a new project (after integration). Also, we use milestone billing for projects.

We have some items that require a core return.  We ship out the new item and include a return label for the return of the core.  We generate the return label in Shipstation, tied to the order/shipment of the new item going out.Shipstation sends back the UPS tracker for the outbound box, but I’m not seeing anything that also has the tracker for the return label.  I’m guessing it doesn’t come back into Acumatica, but I thought I’d see if anyone else may know.

Hi AllI’m seeking advice from the community on which is the better way to delete tenants from Acumatica.My setup is PCS running 25R1. Is it better to use  Acumatica Configuration an choose Perform Database Maintenance and delete the tenants there or to delete the tenants from within the application itself?Also, will there have to be any reindexing of the database after deleting tenants?Thanks in advance.Amit

Since the ConfirmShipment() method now has a new signature with ConfirmShipmentArgs replacing all the old parameters, how do I get the Action<SOOrderEntry, SOShipment> baseConfirmShipment?  I need to call the base action but I don’t know how to get the PXAdapter or delegate needed to call it. Here’s what I have so far (the last code line ConfirmShipmentAction() is giving me errors)...    public class PaymentValidationSOShipmentConfirmExt : PXGraphExtension<ConfirmShipmentExtension, SOShipmentEntry>    {        private void ValidateTotalEachSO(SOShipLine soShipLine, bool createShipment)        {...        ...}        #region ConfirmShipmentAction        public delegate IEnumerable ConfirmShipmentActionDelegate(PXAdapter adapter);        [PXOverride]        public IEnumerable ConfirmShipmentAction(PXAdapter adapter, ConfirmShipmentActionDelegate baseMethod)        {            // Custom Logic before              var result = baseMethod(adapter);            // Custom Logic aft

How do I handle this issue using Receive and Put away 25R2 Purchase Pref Default Rec Qty = Open QTY enter PO on Rec & Put Away Receipt is created  Note - PO is more than 15 lines so lines do not populate scan first item with qty 3 open for serialized item prompted for lot serial enter serial number  error below when I hit OK 4 lines display not 3 and end up with 4 received error : The Receive mode is in use.The scanned quantity exceeds the quantity in the BP108849 PO receipt for the 3M.33633 item.Confirm receiving 3M.33633 x 1 EA. The following quantity of the item will be added to a receipt line that is not linked to a purchase order: 1 EA. To confirm, click OK.

Is anyone currently using ProNest with Data Sync integrated into Acumatica? If so, I'd be interested in hearing about your experience:How well does the integration work? What data are you exchanging between the systems? Did you use a standard connector, an Acumatica partner, or build the integration yourselves? How difficult was the implementation? Are there any limitations or issues you wish you had known about before starting?We're trying to understand what a typical implementation looks like and what level of effort to expect before moving forward.Thanks in advance for any insights.

Hi all.Currently, the system uses the “Available” quantity to validate stock when creating a Sales Order. As a result, a warning message is triggered when there is insufficient “Available” stock (please refer to the attached screenshot). However, the internal process is based on the “Available to Ship” quantity rather than “Available”.Could you please confirm if it is possible to modify the warning logic to reference “Available to Ship” instead of “Available”? This would ensure the system behavior aligns with our operational workflow.I have tried it adjust this with “Availability Calculation Rules” but was unsuccessful.Appreciate your guidance on this.Thanks in advance!

Hello all,I have created 3 SOs for the same customers on different dates. I then created a single Shipment for those 3 SOs but upon creating an invoice, from the Shipments screen, it create 3 individual invoices. i did check under the order Types, Bill Separately checkbox is inactive.Not only this when the other day I created another set of SO for another customer, 3 SOs → 1 Shipment, it generate 2 invoices from the single shipment for 3 SOs. What could be the other reason for so?Any thoughts?

Not sure if I am allow to ask this here, but does anybody have an original/slightly modified customer statement report that they would be willing to share?We had a firm do some work for us because we wanted an accompanying copy of all invoices included in the statement report, but now we have lost the ability to show a summary. The automation process for generating and emailing these statements yields a mess of a “statement” and then the invoices. Rather than pay money to have them fix it, I think I would rather have something at least similar to Acumatica’s out of the box report and try to embed the invoices myself. Any other advice would be appreciated!

I was hoping to add the ability to filter by SOLine.InventoryID_description in the Sales Order Details by Customer report, but for the life of me i can’t get this field as an option. Following what online tips i could find I added this field to the Viewer Fields in the schema browser. Then I also placed it in the groupDetails section on the report itself at another recommendation. Every other writeup i can find is either putting it in as a parameter or a sorting option, neither of which is what im looking for.End result, our staff wants to be able to sort this report by keywords in the item description. Sales Order Details by Inventory Item doesnt work for us in this case because its layout is item-first instead of customer-first.I have my fingers crossed this is something simple im just not seeing as i don’t spend alot of time in report designer.

I have a contact that I have marked inactive.  Yet when try to send an email and I start typing, the autocomplete still shows that inactive contact.  Also if I click on the lookup on the “To” line of the email activity the inactive contact appears there as well.I know you can turn off autocomplete under the user profile, but I do want autocomplete on.   Is there a way to remove past autocomplete entries so it “Forgets” the contact which is now inactive who I may have emailed before? Is there a way to change the Lookup so that Inactive Contacts are not listed?Seems like code(logic) should filter out inactive contacts. 

Good morning,    Does anyone know how to add multiple signatures to a Cash Account?