Discussion Forums

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?   

Hi everyone, I’m just getting started with the Acumatica REST API and have successfully set up a GET request to the Employee endpoint, which returns a list of employees. However, I noticed that the BAccountID field, which is linked via DefContactID, is not included in the response. I’d like to know if it’s possible to add this BAccountID field to the Employee endpoint, and if so, what’s the correct way to do it—should I use the Customization Project Editor, or is it something that needs to be handled in code? Thanks in advance for your help!

Hello Everyone,Coming from an SAP B1 background to Acumatica, how do you raise multiple shipments against a sales order if you only use one warehouse, without having to confirm the first one.In SAP there is a function called Pick Pack Manager which allows as many pick lists as you need that can be then consolidated into a single delivery docket or shipment.How does Acumatica deal with this type of setup.I know this is an SAP setup however it is extremely useful if you need to pick items at different stages and then ship them together on a single delivery docket or shipment.      

I am having trouble getting a user access to Generate a customer statement with Generate on Demand.The user has multiple roles. Only one of these roles should have access to run the report.In access rights by screen → Receivables→ Customers → Customer → Generate on Demand I have given the “Edit” to the role which should have that right.When a user has multiple roles does Acumatica prioritize the most restrictive role? If that is the case, I suppose the role without access to Generate on Demand is preventing access?I have dozens of unique situations like this, and am hoping I don’t have to create a unique role for each.

Action Name: Action@GenerateOnDemandStatementHello, I am trying to give a role access to generate a statement on demand. This is using the Actions dropdown on a customer record.I’ve given the user’s role permissions to generate statements, etc, and they can get to the main generate statement menu, but they do not see the “Generate Statement on Demand” selection in Actions.I was able to find what I think is the exact permissions, but the user already has (inherited) delete rights to Receivables: Customers: Customer: Generate Statement on DemandHow do I determine which rights are needed for dropdown actions? Thanks for reading! My admin user can see itUser doesn’t see it 

Hi all, I am trying to build a generic inquiry to show all the inventory items regardless if it has transaction history however I am getting multiple result by inventory ID but when I tried grouping it with inventoryID I am losing inventoryID that do not have transaction history. The ff are my main DAC I used:PX.Objects.IN.INItemSitePX.Objects.IN.INItemSiteHistDayPX.Objects.IN.INSiteStatusPX.Objects.AR.ARTran I have also attached the extracted GI incase anyone of you have any input how to make the inventory ID unique in the result. Thank you.   

Hey Acumatica community!We are planning to move to Acumatica 24r2, and I just notice some of my filter settings with @me is not working anymore, which used to work on the Acumatica 23r2. Does anyone knows what changes on the filter setting? 

How to keep show header if data subreport in page 2?Invoice is subreport page 1 Page 2

Hi everyone,I’m exploring SAP Concur as a potential solution for managing our company’s travel and expense processes and would love to connect with anyone currently using it alongside Acumatica.If you’re integrating Concur with Acumatica—either directly or through file uploads—I’d be interested in learning about your setup, experience, and any lessons learned. We’re particularly curious about how receipt images and expense reports flow into Acumatica, and how you’re handling reconciliation and approvals.Appreciate any insights or real-world feedback!Thanks,Jonathan MontgomeryCFO – MECO LLC

I am trying to add a column to the GI for the Inventory Issues screen. I just want to  add the Project ID so that I can filter on it. I have tried adding what I have thought was the correct table, but it is not pulling the information. This is the screen I am referring to:When I select an Issue, I want to following column to show up on the first screen:Please help!

Hi,We have a client who has the project and payroll module activated within Acumatica’s tenant. Originally, they had the payroll preferences to only post payroll actual costs to project. The issue with this setup is having sensitive payroll data being posted to project transactions and employees are now able to view this data. Even if we “Hide Employee Name” within the payroll preferences, it is still possible to figure out who this employee is. We want to be able to post the labor rates, defined within the labor rates table, to the associated projects and also showing it in the “Actual Expenses” within the projects. Currently, I’ve been testing this type of scenario but the only option I have within the Payroll Preferences (Posting Settings) is Post PM Transactions from Time Activities using an Off-Balance Account Group. This type of setup doesn’t show the labor rates hitting within the Actual Expense. Would it be possible within Acumatica to have the Time Activities create a project