Discussion Forums

We have multiple campaigns and discount codes running at any time, and we noticed that Acumatica can’t handle all the discount codes. Have have automatic and static types, all forms of types based on customer type and order method. Right now, most of the discount codes are only in BigCommerce since we can’t build them all in Acumatica. it has a 200 discount code limit. We have email, catalog, phone, fax, and online discount codes. Has anyone else run into a similar issue? How are you managing it? Software's, integrations, API, etc… Please let me know. We want to have a platform to manage this for reports too to manage whether the campaigns tied to the discount codes are efficient. Thanks!

I’m currently upgrading to 21r2. I have a business need for a warehouse restocking report. This is different than a replenishment or purchasing report.My goal is to make it so a warehouse picker never arrives at an empty Default Issue From location because it’s already been refilled by restocker. FIFO must be factored, when applicable.Consider an example Inventory ID `12345` that is Lot Tracked with a FIFO issue method. This item is stored in 4 different locations within a single warehouse:Location IDs for `12345`:——————PRIMARYPICK — Default Issue From location (this is where we pick from)STORAGE1 — Lot #3 (newest inventory)STORAGE2 — Lot #2 (older inventory)STORAGE3 — Lot #1 (oldest inventory)I need a report (or generic inquiry) to tell my restockers to refill the PRIMARYPICK for `12345` *before* the inventory runs out. It needs to direct them to the correct Location ID that should be used for restocking the PRIMARYPICK. In the example above, this would be STORAGE3 because it’s the ol

After getting our hands on AP Documents from PDFs: Detail Mapping, we may have made some small progress with the OCR on our invoices.  However, we are stuck on one quirk. Regarding detail lines:When we are in the mapping mode, we can not select part of a column.  When we are NOT in mapping mode, we can select part of a column.  None of what we do manually (not mapping) is learned, so we are trying just mapping corrections to the invoices.  We have a great many vendors that combine the item and description in the same column with indentation, perhaps.  Having just caught that ONLY THE HEADER IS LEARNING, which is unreliable for us, should we forget this functionality until the AI is “more globally applied”?  I can not fathom how you AI half of a document/process.  I will also take suggestions as to how I pass that specific piece of information on, diplomatically.  😂I did upvote the request to complete the AI application to the entire process.2024-R2 

Hello,When we have migrated the fixed assets and when we run depreciation for the next first period, system will look at the asset from the acquisition date and calculate any over/under depreciation. Is there any way that we can depreciate asset from the migration date without doing over/under adjustment by the system for the fist period after migration? Simply system needs to run depreciation without considering over/under depreciation adjustments.Thank you,Dulanjana

Hello,We recently started using the Automation (Pick, Pack, and Ship) process in Acumatica. We’ve noticed that it automatically updates the inventory (Update IN) after the shipment is packed. At that point, the shipment record becomes locked, and we’re unable to make any changes if corrections are needed.Is there a setting in Acumatica to disable this automatic inventory update, or is this the system’s standard behavior once a shipment is processed through the automation workflow?Thank you in advance for your guidance. 

Hi Team,I modified the Purchase Order report by adding Terms and Conditions in the footer.The report is working, but when I set the localization to Canada, the modifications are not displayed. I want all modifications to be visible when the localization is set to Canada. Could you please assist me in resolving this issue?  

Hi, I was just wondering if it is possible to add conditional formatting on the P&L report, so for example, if the variance % between budget and amount is greater than 10%, I want the cell to be highlighted yellow. Is this possible?

We are finding inconsistent behaviour with the recognition of expenses receipts (24R2).Sometimes European dates are recognised other times not.But this question is about currency.  We are finding that all receipts are assigned the currency code of the company and that the currency symbol on the receipt is ignored.I would like to know if users in the US find that the expense recognition recognises the currency.  I assume that US employees will frequently have CAD or GBP expenses to claim.  ThanksJames 

Hi everyone,I'm currently setting up Authorize.Net sandbox integration in Acumatica (on a local demo environment), and I’m encountering the following error when testing credentials:AR Error: Credit card processing error. Processing Center Error: Exception: E00007: User authentication failed due to invalid authentication values. I followed the setup steps for the Authorize.Net API Plug-in under Processing Centers:All the values were copied directly from the API Credentials & Keys section in my Authorize.Net sandbox account (see screenshots below for reference).I lack any procedural steps or errors in the configuration ? Any guidance would be greatly appreciated!Thanks in advance

I need the .exe build of Acumatica version 21.215.0016 to be used in my localhost. Where can I find it?It is not listed under https://builds.acumatica.com/

Attempting to use Acumatica’s low-code/no-code tools here. Is it possible to write a Generic Inquiry to show a list of customization projects and associated metadata?Additionally, is it possible to write an inquiry to see a list of custom reports and their metadata? The goal here is to use Acumatica’s out of the box tools to better capture “things to test” during an upgrade. It would be ideal if we could present these internally or externally in order to make the application more self-documenting.Another nice to have would be an inquiry showing what has been ‘ticked’ on the Enable/Disable features page. Any suggestions on gathering this metadata would be most welcome.Thank you to the Acumatica community. :)Arline

Good day Team,I am trying to push the current period to all bills imported into the Bills and Adjusment screen, The import scenario is suppose to set to import bills into the Bills and Adjusment Screen, I am having some of the bills been set with the Correct Period and other dot not workThe import scenario is using the Post Period to be: =Right('0' + CStr(Month(Today())), 2) + CStr(Year(Today())) also, tried with the ‘-’ =Right('0' + CStr(Month(Today())), 2) + ‘-’ + CStr(Year(Today())), with the Comit Set to true and the Ignore Error set to true as well, I get some mix resultsResults: With The data from the import being: Somehow the import for bill number 6 is good, but import for 5 and 7 is not working giving the error the 04-2025 and 05-2025 period is locked, also, the other June bills, instead of defaulting to 07-2025, is setting to be 06-2025 as the period is still available. Any help will be awesome. Thank you!

Hi All,I would like to ask if there is a formula or method in the report designer that allows a random number to be generated each time a report is run. For example, when generating a customer statement, I would like the report to display a unique number each time it is executed.Is this possible, could you please guide me on how to implement it?Thank you in advance for your support.

Hi Team,For xxxx Customer. The total payment was $10,021.98 but T5018 reports shows only $6883.56 As shown in the screenshot below, the highlighted Ref. Nbr. appears correctly in the T5018 Report Details; however, the remaining payments are not being displayed. Could you please advise on the root cause of this issue?   

Hello,We use Pick, Pack, and Ship in our warehouse to process packages which ship via UPS.Recently we noticed the declared value on these packages is $0.0.Where does the system look for the value? (It would make sense for it to default from the MSRP field in the stock item.)I cannot find a setting/documentation that helps; Can’t imagine that the system expects it to be entered manually every time. Thanks for your help.

Hi Acumatica Community,We are using the Prepare Physical Count screen (ScreenId=IN504000) to manually generate physical count documents every day. Currently, we use a specific Physical Inventory Type with a predefined list of items and warehouse filter.Our goal is to automate the process by scheduling the system to generate a physical inventory document every day at 2:00 AM, using a specific Type ID.My questions are: Is there a supported way to do this with Automation Schedules, Business Events? Can this be done using a custom import scenario, API, or customization project? Are there best practices or samples from other implementations? Any insights or guidance would be highly appreciated.Thank you! 

Hey guys. We’ve done an integration for a customer and they have a Shopify Test store which works perfectly. We used a snapshot of their Production Tenant and when I’ve setup both stores on the Shopify Stores screen (BC201010) and the Test store works perfectly, but the live store failed on all the entities except for the Sales Orders which worked. It can prepare the data correctly, but once we try to process it, it fails. I have reached out to Shopify but because this is a request from Acumatica, there is not a lot that they can do except for checking the settings which they have found no problems with. Has anyone experienced something like this before? Any help would be appreciated.

Working on a modified version of the Inventory Valuation report to act as an inventory transaction log. Trying to get a beginning balance field set up. The goal would be for the report to calculate the total on-hand quantity for the item from BEFORE the date specified in the @TransactionDateFROM parameter. Any ideas?

Good day,I added a new Company/Branch to the Unit Set.  All the individual company/branch reports work.  However, the Consolidated (ALL) report is now not working.  I have new Canada reporting ledger that is the new addition. Nothing else has changed other than adding the new company/branch reporting ledger for Canada. Any advice to getting the ALL (Consolidate Balance Sheet) for a consolidated Branch.  Below is the Unit set.Thank you.  

Good day communityI need to do a bulk reversal of batches created by FA which can’t be deleted. I have posted all the batches and created an import scenario to reverse. Error message is “Batch Status invalid for processing.” Can anyone help? Thank you 

I have a GI I would like to have added to a side panel on the shipments screen.Here is a code snippet of the WorkflowAPI I am attempting to use for this, which has been successful with other screens, however the NavigateToScreen method ask for a graph, and I am unaware of a graph that lets us use GI’s.Is there a better way to do this or a method I can use for this API workflow change? 

Hi Team,We are working with 24R1 and trying to increase User-Defined Fields length on Sales Order screen (please find attached screenshot below for reference).We increased the length to 4000 characters but here on Sales Order screen it is taking default length only.For verification we have written cache attached for Value field of CSAnswers DAC for InventoryItemMaint graph for Stock Items screen and there it is working as expected.But when we tried the same here for Sales Order screen, getting error like below: Can you suggest the best possible way to achieve this. Thank you in advance !

I am using the ECR/ECO process. I created an ECR saying we need to add another step to the routing. I approve and commit the changes through the ECO. This updates the BOM adding operation ID 0075 in this case. However, the Operation DB ID is 15. So when I complete 0075 it is completing all steps with an operation DB ID < (less than) 15. We have zero customizations in this area and are looking at this in  2024R2  

Hello,I am trying to add a custom field to the INSiteStatusByCostCenter DAC. I have been able to add the field and have it populated when I create an inventory adjustment. However, when I create an inventory issue, the value of the field is removed from the database. I have tracked it down to two places where I think this is happening but now I am stuck on how to get past it. Problem 1:In the SiteStatusByCostCenter DAC, the fields have their assign behavior set to summarize in the prepare insert of an Accumulator attribute. Is it possible to do this on my DAC extension? protected override bool PrepareInsert(PXCache cache, object row, PXAccumulatorCollection columns){    if (!base.PrepareInsert(cache, row, columns))    {        return false;    }    columns.Update<qtyOnHand>(PXDataFieldAssign.AssignBehavior.Summarize);    columns.Update<qtyAvail>(PXDataFieldAssign.AssignBehavior.Summarize);    columns.Update<qtyHardAvail>(PXDataFieldAssign.AssignBehavior.Summarize);