Discussion Forums

      I need to maintain two versions of Acumatica simultaneously. I noticed that when installing AcumaticaERPInstall.msi, the new version will default to overwriting the old version. Additionally, after installing the new version, attempting to install the old version results in an error. (I’m not sure if uninstalling the new version and then installing the old version will cause issues—can someone let me know?)       My key question is: Is there a way to install two versions of AcumaticaERPInstall.msi on the same computer, so that I can have two Wizards available simultaneously?

Hello,          Since the 2024R2 version of Report Designer is incompatible with previous releases, I need to maintain two versions of Acumatica simultaneously. Is it possible to install both the 2024R2 and 2021R2 Report Designers on my local machine without using a virtual machine?

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 Taha Yab Ali - Acumatica Community Featured Member for May 2025Meet Taha Yab Ali our Acumatica Community Featured Member for May 2025. It’s great to have you as part of the Acumatica Community ​@tahayabali! Acumatica User GroupsNew! Michigan Acumatica User Group, Northern New England Acumatica User Group, NorCal Acumatica User Group Request to join today!Upcoming meetup! SAVE THE DATE | June 4th @ 3-5PM | Utah AUG Meetup | Meeting at TRA Snow & Sun | TRAILD Finance Automation SponsorNote - You need to be a member of the group in order to access/RSVP. If not a member, go to the Utah Acumatica User Group site, Request to Join, once approved, RSVP there to the event.Al

Hello Acumatica Community,I’m an emerging ERP consultant with a strong accounting foundation and five months of active networking and self-driven learning in Acumatica. I’m reaching out today to ask for your advice, mentorship, and/or any entry-level or volunteer opportunities you may know of.🔍 What I’m Looking For Hands-on Acumatica training (Data Cleansing & Migration Mapping, Testing & UAT Coordination, End-User Training & Documentation) Short-term projects to build real-world experience and references Mentorship from seasoned Acumatica pros on best practices and certification prep 💼 My Background Accounting & ERP Experience: Full-cycle AP/AR and automation  Designed a mock Acumatica implementation: configuration worksheets, role-based training guides Core Skills: Requirements gathering, process mapping, data visualization, stakeholder alignment Certifications in Progress: Acumatica Financials Fundamentals (expected June 2025), Consulting Foundatio

Hello all,I am trying to override two methods “ClearRelatedApproval” and “RowUpdated” as shown below and my intention is to prevent original methods from being executed.public class HCLEPApprovalAutomation<SourceAssign, Approved, Rejected, Hold, Released, SetupApproval> : EPApprovalAutomation<SourceAssign, Approved, Rejected, Hold, SetupApproval> where SourceAssign : class, IApprovable, IAssign, IBqlTable, new() where Approved : class, IBqlField where Rejected : class, IBqlField where Hold : class, IBqlField where Released : class, IBqlField where SetupApproval : class, IAssignedMap, IBqlTable, new(){ public HCLEPApprovalAutomation(PXGraph graph, Delegate @delegate) : base(graph, @delegate) { } public HCLEPApprovalAutomation(PXGraph graph) : base(graph) { } public static bool IsActive() => true; [PXOverride] //shouldn't be needed really public override void ClearRelatedApprovals(SourceAssign doc) { // Do my stuff } [PXOverride] // Shouldn't be needed really protected ov

Good day,I have a client who would like to use Watsaap to send customer notifications, I have not been able to find something on the market, anyone have some suggestions?Thank you!

Hi i am trying to create a import scenario for purchase order screen. Everything works fine But when i am trying to -1 from date its showing me errors. What i want is to create PO with -1 date. For example if i am creating PO by import scenario so date will be yesterday not today.Please ignore date formula above. I was just trying this. Can anyone guide me on how to write this=DateAdd('d', -1, CDate(Left(Right([ORDER DATE],4),2) + '/' + Right([ORDER DATE],2) + '/' + Left([ORDER DATE],4)))Error :  An error occurred while executing the DateAdd(Const(d), UnaryOp: - (Const(1)), CDate(BinaryOp + (BinaryOp + (BinaryOp + (BinaryOp + (Left(Right(Identifier(ORDER DATE), Const(4)), Const(2)), Const(/)), Right(Identifier(ORDER DATE), Const(2))), Const(/)), Left(Identifier(ORDER DATE), Const(4))))) function. Type mismatch in the argument 1 of the DateAdd() function: The argument must have the DateTime type. 

Is there a way to remove the hyperlink from a column in a Dashboard Table.The Default Navigation is unchecked in the underlying GI but some columns still have active hyperlinks An example; we have a Dashboard with a table called “Canceled Retail Orders - Today”, this table shows any Retail order that was canceled for the current day, the columns in this table are Order Date, Last Modified On, Status, Order Nbr, Customer Order Nbr, Customer, Ship Via, and Last modified By. There are four columns that have active links, Order Nbr, Customer Order Nbr, which we want to have links, and Ship Via and Last Modified By which we don’t want to have active links. In the Generic Inquiry that feeds this table the Default Navigation box in the is unchecked for the Ship Via and Last Modified By but the data in these columns still show they are linked and if the user clicks on the data element, they are taken to the screen that shows the details for that column.As an example: If I click on any of the d

Visa Spend Clarity was able to be selected previously, trying to connect now and it is not available.  Does anyone have any success connecting?

When you try to find instructions for installing a patch, where would you look first? How easy is it to follow the instructions for the patch installation from this Help article?https://help.acumatica.com/(W(10))/Help?ScreenId=ShowWiki&pageid=651891d0-041c-4476-9cee-b96836742c60

Is it possible to add a line to an existing Purchase Order while creating a Change Order?  We have Purchase Orders that have previously gone through our approvals process that need a line added to them for an additional scope of work.  We would like to avoid putting the Purchase Order back On Hold to edit it because it removes the commitment from the project until it has been approved and is back Open again.

Hello,I am noticing that by default if an AR invoice has retainage specified, then this will go directly into Income upon release of the original document. Shouldn’t this be handled differently? I would assume that Retainage Income wouldn’t be recognized until the release of the AR Retainage? Let me know if you have any ideas or can better explain. Thank you!    

Hi all,As the title says, I was wondering if there was a setting that would allow me to partially invoice a shipment. In this scenario, the customer wants 2 separate invoices for the taxable and non taxable items which were all send out on a single shipment. When I try to remove lines, it returns an error saying ‘SO Error: Sales Order/Shipment cannot be invoiced partially.’ Thanks!

Hi I have a few users in Acumatica for whom I’m trying to update the email addresses of existing logins.I have a list of employees whose emails need to be updated. I want to update the email ID only if the user account exists. If the user account does not exist, the record should be skipped. However, the system is creating a new user record instead.

How do I add a + button where the red circle is? 

Hello, I’m looking to determine how this report calculates margin by item and if there is a better report that could be run. I’m told it pulls the weighted average cost of the item but the margin seems off. When you break down the bom costs the margin is positive but in the report the calculation is negative. 

Are there any specific guides for installing Acumatica on a Windows Server 2019 box?Installing a local/dev copy on a vanilla Windows 10 machine is pretty straightforward; on Server/IIS we keep getting failed installations.I think it’s down to many of the needed “Windows Add or Remove Features” (which Server 2019 doesn’t have) are handled through roles/Server Manager, which is where we are getting tripped up.Thanks for any insight!

Is there any way to make project recipients in the mailing & printing settings default from the customer? From what I see, mailing & printing settings come from project preferences, and there is no way to set them to pull from the customer. TLDR; Make project mailing & printing settings default from customer and not project preferences.

Getting an error “The @Rate is not defined for the 10 step of the EQUIP Allocation rule. What could we be missing?Thanks,          

Thank you Tim Rodman for the feedback on using Odata to access. I found the excel exports would produce errors in python pandas. I am exploring options, and found that C# has much better Odata support than Python, due to Odata being under the MS Umbrella, so it seems likely that I will go ahead with using C# This template looked to be very helpful in creating a Odata Consumer and I look to adapt this into a Odata Consumer that I can use as the first Extract step of an ETL pipeline. AspNetOdata/ConsoleConsumer at master · stevsharp/AspNetOdata (github.com) Am I reinventing the wheel here? Has anyone else used C# to get data out of Acumatica?

I’m currently working on a report which involves summarizing Sales and Shipments info in various time periods and I keep getting tripped up by inconsistencies with how the DateTime functions work with respect to default date values from Acumatica. I wanted to open this up to see if anyone else sees these as errors or has experienced something similar. Month (@MonthEnd) <> Month(Today())I have two parameters which define the Year To Date period ending at the last full month, a start date which I default to @YearStart and an end date of @MonthEnd -1. The issue which made my periods misalign is that, for example on May 22nd, Month(Today()) = 5 and Month (@MonthEnd) = 6. It displays properly as 5/31/2025 in the parameter at the top of the GI and when formatted. I expected that MonthEnd would be in the relative month, just as MonthStart is. Could this be a timezone issue that the Month function is slightly adjusting the date parameter instead of extracting the month as given? DayOfWee

Hi , We have recently upgraded to Acumatica 2024 R2, and we are experiencing an issue where emails no longer automatically include a standard email address in the BCC field, which was previously working as expected in the earlier version 23R1. Additionally, we have noticed that the BCC data appears to have been removed after the upgrade.While we understand that Acumatica does not have a specific configuration for this behavior, we have not implemented any customizations or third-party integrations that would affect email sending functionality. Given that this was a default behavior prior to the upgrade, we are concerned that something may have changed during the upgrade process, resulting in the loss of the BCC functionality in 24R2.Above screenshot are sample to explain the issue

In Report Designer, we have a text box with several lines of text.  The requirement is to adjust the font color or bold property for only a few words in the middle of this text string.  Like this.We reviewed the Format function, but didn’t see an option to control these properties.Anyone know a way to do this?Thanks,Andy

I have been encountering a major issue in 24R1.  When I open two different customizations in customization editor windows, the customization in the second window overwrites the customization in the first window (though the URL and name of the first customization window remain). Steps To Recreate:Create an empty customization called Test1 with no files or database scripts in it, and open it in a customization editor window. Leave open. Create a second customization called Test2 and add some database scripts and files to it. Open it in a second customization editor window while the first one is still open. In Test1 customization editor window, navigate away from (if needed) and back to the Database scripts section and/or the Files section.  You will see the scripts and files from customization Test2 duplicated in Test1. Most concerningly: In the Test1 editor window, delete one of the database scripts duplicated from Test2 and close the Test1 window.  Navigate away from and back to the da

Hi all, we have a pretty large ACU implementation that ends up crawling to a halt.  I am NOT the Acumatica owner in that, I do not support this system, another vendor does.   We have written a robust integration that uses GI’s and OData to sync data to an external DB which is for the public facing eCommerce website. I use a combination of hot path and cold path data syncs. Hot paths are push notifications...so I get the data updates for some entities that way. The Cold path are syncs that run every 3 hours. This uses oData over the GI’s. These will reconcile any thing that might have been missed on the push notifications and other entities that don’t need to be as timely.  All the syncs are delta/incremental updates.  All of those queries are quite fast on a normal day.  When there are system issues, these really slow down as well. These syncs have been in play for many many months.  Almost untouched for the last 6-9 months. My issue is that we (for lack of better terms) are being blam