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Hi everyone,I'm working on a formula in Acumatica to calculate adjusted transaction amounts based on the ARTran.CuryTranAmt and OTP-specific tax logic. Here's the formula I'm using:=Sum( (IIF([ARTran.DrCr]='C',1,-1)) * ( [ARTran.CuryTranAmt] + IIF( NOT IsNull([CWTaxesSum.Refnbr]) AND [CWTaxesSum.TaxableAmount] <> 0 AND [ARTran.TaxCategoryID] = 'OTP', [ARTran.CuryTranAmt]/[CWTaxesSum.TaxableAmount]*[CWTaxesSum.TaxAmt], 0 ) ) ) Total The issue: The total calculated using this formula is higher than expected when compared to manually summed values. Even when I remove the OTP logic, the total still seems inflated. Could this be due to duplicate records from joins or grouping issues?Has anyone faced a similar issue or can suggest how to troubleshoot or optimize this formula to avoid duplication or over-calculation?I need to handle NAn 

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

Good day communityCan anyone assist me by telling me which tables are relevant to write GI in order to balance IN subledger and GL?Suddenly the subledger & GL have gone out of balance and the difference appears to be growing. There are hundreds of transactions so I am struggling to do this using a normal recon process. I really need to generate a GI to help but can’t figure out which tables to use.If anyone has an existing GI or can at least advise which tables to use I would be very grateful.Many thanks in advance.

Hello everyone, Has anyone tried to use a Parameter in GI Grouping? I want to do something very simple. Using a Boolean Parameter I would like to add a grouping. To do so:I have created a <checkbox> parameter called “GroupByTask” allowing users to check/uncheck on GI as a parameter. I have added a grouping as “=IIf([GroupByTask]=True, [PMTask.TaskCD], '')”, In the result grid I have the exact formula as a column.When I run the inquiry I get an error saying “Must declare the scalar variable "@P0".” When I trace the query in SQL Profiler I see Acumatica generates a query that in Group By section has “CASE WHEN @P0 = 1 THEN [PMTask].[TaskCD] ELSE '' END” but the platform doesn’t declare any parameter and pass to the query for it. Any idea how I can make this work?@Gabriel MichaudNot sure if is going to be of any use but below I have copied the query that platform generates.SELECT SUM( [InnerQuery].[PMCostProjectionLine_usrHCLBudgetOriginalQty]) AS [PMCostProjectionLine_usrHCLBudgetO

Please note the use of AI as a tool is OK to do, but members are required to note it at the beginning of your reply. Something like "This reply has been created with the help of AI". Thank you everyone!

We create kits that have multiple stock items, all of which can be substituted. I know about adding related items to the stock items, but I cannot use that function because each of the components of the kit are also sold individually and the items we might substitute for in the kit we would never substitute for on individual stock item sales.I have a different, laborious solution (allowing component variances and listing ALL possible items, including subs, in the kit components and then adjusting the amount used to 0 for any not being used in assembly), but, I’m also trying to figure out how to use the Substitution tab in the Kit Specifications. It seems like you should be able to identify substitutions here, but I can’t figure out how to make it work and I can’t find any published information on it. Does anyone know how this tab functions?I’m including a screenshot of what it looks like. In this kit I have a stock item, Bergamot, where I’ve added a substitute of Panorama Bee Balm on t

We have just installed the service management module in Acumatica and we are able to create a service order, an appointment and clock in/out and create time activities however when we post or approve the time activities, the rates do not post to the GL.  If we set the service management billing settings to project transactions, we are able to post to a project but not allowed to invoice the customer through the service order anymore.  What we want it to bill the customer through the service order and have the time activities post to a GL account.  What should the settings be for this to happen?  We have a ticket into support but no answers.  Please help!!

I am trying to change the default lookup value for a field. I am wanting to make the “Operation ID” default to the last value instead of the first. screenshot below. I thought it might be as simple as changing the order of the Dac from asc to desc (screenshot below) but that didnt seem to do anything.. i tried doing that in the customized data classes screen and with a graph extension but neither seemed to work. Can someone point me in the direction of where to change this at? I also tried looking at the business logic and only found where it specified to retrieve the data but not the default value. I am still learning the acumatica framework, so any help would be greatly appreciated. 

Is there any functionality in Acumatica where you can enter a production order number and a list of child production orders are display and you can select which child production orders you want to process moves/completions on?This would be sort of like creating or printing production orders.

All,I have a pivot table we would like to modify, but I think I might need to use Report Designer to rewrite this.In our sales order summary, we have some large opportunities that will eventually become blanket orders, to be spread across 12 months. However, the lump sum is being reported in a single month.I could have the sales person split the large opportunity into 12 separate opportunities, but that would be too much to manage. What I proposed to the team is to prefix a “blanket opportunity” with an asterisk * so maybe I could use that to filter in Report Designer to spread that opportunity across twelve months or divide by /12.Please see screenshot and October 2025 -- three large Opportunities that are lump summed but should actually be spread through to October 2026. Thoughts or ideas? Thanks! 

Our client wants to enforce a safeguard within the Acumatica Sales Order workflow to reduce manual errors and ensure that a credit card is pre-authorized (via Authorize.Net) before completing key actions like shipment creation or closing the order.Specifically, they would like a popup to automatically appear prompting the user to enter and authorize credit card details during the Sales Order process, without capturing the payment. The actual capture will be performed manually later when the fulfillment is confirmed.Is there a recommended way to implement this behavior in Acumatica? Ideally, we want to avoid relying on users to remember to manually click “Authorize” through the Create Prepayment panel and fill in the amount each time. Has anyone customized this flow to enforce pre-authorization as part of the Sales Order lifecycle?Any guidance, examples, or recommended hooks/events would be appreciated.

Filtering Activity by TimeActivity/Status ‘Released’ does not work. Specifically the released status does not work. It does work if I use the short form RL instead of Released. Filtering with TimeActivity/Status OPEN works as expected.http://52.168.110.150/AcumaticaNew/entity/Default/23.200.001/Activity?$select=TimeActivity/Status&$filter=TimeActivity/Status+eq+'Open'&$expand=TimeActivityThis works for both $filter=TimeActivity/Status+eq+'Open’ and $filter=TimeActivity/Status+eq+'OP’.The same goes for status Completed (CD) Based on the request profiler, Completed and Open are both translated to the short form prior to query execution. However, ‘Released’ is shortened to ‘Re’ instead of ‘RL’. Is there a way to get this to work, or at least identify the columns that are of type ENUM specifically status type enums so that we can normalize this client side? The swagger response reports the field as string which is incorrect if we need to normalize the enum display/internal value.

Acumatica made a change and forgot to ask us first…Prior to 2024r2, if users ordered parts by mistake via purchase order to service jobs they could simply remove/delete them from the job and those parts would land in inventory. This was actually a seamless and helpful nuance. I wish incorrect parts were never ordered, but any field service company knows better!Starting in 2024r2 detail lines linked to purchase orders cannot be deleted from service orders. Once a purchase receipt is released, the only way to get that inventory out of a job is to contact acumatica support and request a custom script…It’s not uncommon for my company to order $10k-$20k items. On occasion they may be incorrect or more often actually not needed. Acumatica’s current functionality leaves you the option to $0 bill these items or leave them in allocation purgatory forever.How is everyone else solving this problem??? I can’t believe this oversight.

I know I have asked this before but I am just curious if Acumatica has made it to where you can default a warehouse to each employee.We have a warehouse for each van we have on the road. We want to be able to have the tech that drives that can defaulted so when they use parts off the van it is already selected for them.

Hello,We are new to Acumatica, and we are using Replenishing for our purchases. We ran into an issue, and it looks like it does not take into consideration UOM or conversion factor. For example, it asks us to order 20 each of a part or product, and we enter a PO for one case. It still asks us to order 19 more even though the conversion factor is already defined on the item profile to 1 case = 20 each. We cannot enter a PO for 20 each because our supplier does not sell it by each.In addition to that, it does not round the UOM. For example, if it asks us to order 30 each of a part and the conversion factor is 1 case = 20 each, it creates a PO for 1.5 cases. It does not round it to 2 cases. Is there any option or field in ACUMA to fix it?

Hi all,We currently use core Acumatica as an our ERP and are moving to utilise the Manufacturing module. I’ve created all the cost drivers, the bill of materials, etc for our testing and the BOM calculated cost all matches our Manufacturing models, however, when we generate a sample Production Order against that same BOM it generates a difference in the Variable OH attached, and we can’t determine why.So, the BOM has a single operation with the following configuration:Setup Time: 00:00 Run Units: 384.00 Run Time: 01:00 (labour is backflushed) Machine Units: 1,978.710 Machine Time: 01:00 Queue Time: 00:00 Finish Time: 00:00 Move Time: 00:00 Ignoring Materials because the match the BOM Labour is attached via a shift at a Diff Type = Rate, and a rate of 44.690173/ hour. Overhead is attached via a single Overhead rate, which is variable by Machine Hours, has a factor of 1.0000, and has an overhead rate of $1,957.4300. Typical batch for this BOM is 384 unitsUsing the BOM Cost Summary calcul

Hello-We have a report in the workspace menu that uses the typical behavior:Click the Workspace Click on the Report - Navigates to Parameters screen Click on Run ReportWhat we are trying to eliminate is skipping over the Parameters screen and by clicking on the report, it runs automatically.We have only one parameter called “User”, and here are the settings for that parameter:Prompt: Empty Default Value: =Report.GetDefUI('RowAccessInfo.UserName') Allow Null Value = Checked Visible: Unchecked Required: UncheckedSo, the user is literally entering the Parameter screen with no parameters showing and clicking Run Report. They do this many times throughout the day. So far, I have tried:Using a ‘ReportViewer’ URL in the Site Map - Takes me to a blank screen with the Tenant name in the top left corner There are 15 Report Versions, could this be the trigger taking me to the Parameter screen? Print and Email tab is pretty standard “No Records Found” appears under the Additional Sort and Filters

Good day,I am looking for some advice and directions or suggest on how to automate the updating the Item last cost with the tariff %.  It is important the salesperson realize that the cost of the item now includes a tariff amount/percent that needs to be included in the sales quotes pricing to customers.Any thoughts or questions.  The company management is discussing it.  The current environment seems to expect this not to change any time soon;  we order from Canada, and China mostly.  Our vendors are starting to pass on the tariff on the purchase order/freight, etc.Logic.Add a checkbox on the stock item profile to identify the specific items. ( We will need to identify the specific Canadian items or other countries.) Write the script to update the last cost with the tariff percentage after it the product is received into inventory. (Last cost is updated after each purchase order/purchase receipt is released) The script updates the last cost plus the 25 percent tariff. (Temporary chang

I recently upgraded from R22 to R24v2.  I have several custom reports that have charts embedded in them.   Many of these charts now crash the report at runtime.  It is a known issue.  has anyone created a workaround? 

Good day We run the company by using calendar years (For management accounts purposes), however the reporting on the budgeting side only allows for financial years, my question is, is there a way to use Calendar years when creating and reporting on the budget function? 

I am trying to group and count rows but am unable to. PXResultset<GSDocSyncState> goodSel = PXSelectGroupBy<GSDocSyncState, Where<GSDocSyncState.sFDocumentType, Equal<@P.AsString>>, Aggregate<GroupBy<GSDocSyncState.sFDocumentType, Count<GSDocSyncState.sFDocumentID>>>>.Select(graph, type); us.updates = goodSel.RowCount ?? 0;What am I doing wrong?Thanks 

I tried to extract a generic inquiry and was hoping I could convert it into a report where they are print horizontally. I was wondering if you guys would have any insights how just like transpose in MS Excel.  For example, I am printing a list of Branches and the time they are created and it is currently printing like this:  However, I want them to print like this: It is not a transactional DAC and only have a certain number of entries so I don’t have to worry about printing outside the width of the page.  Attaching the report just in case but this report is an export of the generic inquiry.    Thanks so much in advance.

Hi Acumatica Community,May I ask if there is a setup of this field to make it automatic enabled upon creation of Production Order Maintenance?  Thank you!

Hi Acumatica,Is there a way to restrict the order type per user or the default order type per user? Thank you!

When working in cases, is it possible to change the default email template connected to the ‘create email’ action? (image below). Thanks!Pete