Discussion Forums

Hi all, Does anyone know how to get the Task Body (where often we have a template that populates it) into the Email Notification sent to the assigned group/user?I’ve tried ((Activities.Body)) from the Data Field dropdown and ((CRActivitiy_Body)) here but it doesn’t yield anything in the Email received. The Email Template is sent via a Business Event for “trigger by record change” and not an Automation Schedule.  

Has anyone made the transition from Repay to Acumatica Payments? If so how did you deal with old invoices with the repay link?  Ideally we don’t want to keep 2 processor up and running until all of the older invoices are paid. 

Looking for a reference of a Datarails user.  Thanks.

Our client needs reporting on the following: When a new user is created and who creates them.When a users is edited and who editing them.What access rights were added or removed and when and by whom. I don’t see where Auditing can be turned on for the the Users screen.  Is there a third party product that does this?

We have a work center that is being replaced by a new one.  They are identical except for the new work center number and description.  I need to update all BOM’s that have operations with this work center.  I have an existing import that will add a line for the new WC but am looking for a better way to possibly just replace the previous number/description with the new.  Can someone give me a bit of guidance with the best way to approach this?   Thank you very much.  

I’m trying to add a dialog to several existing pages. I would like #include an *.inc file to reduce the time to build the screen. I haven’t found a way to get the #include to stick on an existing page.Has anyone done it?

I am trying to create an import scenario,  Using the QMS module, I want to create an ADHOC QC Order automatically, but my import scenario is getting an error that the Location ID is null. This is the full error:“0 records of 1 have been processed. The last error was An error occurred during processing of the field Qty: Location ID is null.”  This error is weird, I have the LocationID mapped and I don’t see any reason that the Location ID is having issues.  I would expect that my QC Location would be the thing to cause issues. My QC Location is an expression that checks if the location starts with a Q, and if so, Removed the Q and leaves the rest of it, or else leaves it alone.=IIf(Left(CStr([INLocation.LocationCD]), 1) = 'Q',         Replace(CStr([INLocation.LocationCD]), 'Q', ''),         [INLocation.LocationCD]) This process is supposed to be for releasing items out of our ‘Q’ or ‘Quarantine’ locations. Can anyone help me figure out why my location ID might be null? I tried using the

I submitted the Acumatica build 25.100.0054 (ISV Version: 251000054), and it failed the Technical Validation with the following error:5.3 All custom screens must have access rights assigned.The following GI has no access rights assigned: gi640597 In the previous revision, this issue was marked as N/A.Could you please provide some guidance on how to resolve this? 

I need help, having difficulty adding multiple line item attributes to the AM production ticket report in report designer. Does anyone have any tips or a report they can share with similiar item attributes added? I truly appreciate any help or guidance you can offer.

I believe this is a relatively simple question, but I do not want to assume. When using Inventory Planning > Processes > Generate Forecasts, does the calculation include historical data brought in from when Migration Mode was activated?

I recently had the task of creating a report with a two-column layout and was surprised at the lack of guidance available, so I am posting my results for the next person to find more easily. Hiding alternating rows formula: The key to creating multiple columns pull more than one record of data into a section and then to toggle the visibility of that section by a formula that uses the modulus (% operator) of the row number.First create a variable for the detail section, $RowNbr, with a value of =$RowNbr + 1. If you have groupings for your data, then also set that $RowNbr variable in the parent group to have a value of 0, which will reset the counter in each grouping.Then for the VisibleExpr of that detail section, set the value to =$RowNbr % 2 = 1 to look something like this:Record 1          Record 2    (visible)$Record 2          Record 3   (hidden)Record 3          Record 4    (visible)Record 4         Record 5   (hidden)… Displaying multiple records in one section with NEXT():One ap

Good morning,I wanted to inquire to the forums to see what other companies have found successful for themselves in terms of a customer portal based off of your needs?We are currently looking to upgrade our system and was curious what portals you have found integrate with Acumatica the best in terms of customer interface?  Whether that be paying for orders, invoices, on account, viewing their history, their order status, etc.We currently utilize Stripe as our payment processor and also use shopify for shopping. Any thoughts?  Need more detail from me?

Hello,I’m currently trying to set up a webhook or similar functionality in Acumatica, where I can receive data to my custom page URL whenever specific events occur, such as an inventory update or sales order creation.I’ve looked into Business Events and adding Subscribers, but I couldn’t find an option to directly specify my page URL to receive a webhook response. Am I approaching this the right way, or is there another recommended method for achieving this?Looking forward to your guidance. 

I’m trying to follow course T290 and work with Modern UI screens. I’m hitting one problem after another.The first problem was that "npm run getmodules” failed with error “ERR_MODULE_NOT_FOUND”.Running “node --version” reported v23.11.0, so I un-installed node.js and installed version 22.15.0 instead.“npm run getmodules” was then able to finish successfully. (Using a Powershell terminal, as Administrator, in directory C:\Acumatica\SmartFix_T290\FrontendSources.)“npm run build-dev” also succeeds. But I would expect to be able to recompile a single screen using e.g.:cd screennpm run build-dev -- --env screenIds=SO101000This failed with error 'screenIds=SO101000' is an invalid value for the --progress option. Only 'profile' is allowed.However, this succeeded (note the extra dash):npm run build-dev --- --env screenIds=SO101000 There’s a few deprecation warnings. (ts-loader: Using ttypescript@4.6.2. This version may or may not be compatible with ts-loader.) 

Will Acumatica charge for the weekend upgrade process. If yes, how much will be changed.

My modern UI screen was running on 25R1 version 25.093.0036, After update the Acumatica version 25.100.0054 and build Modern UI screen getting error “An item with the same key has already been added.” anyone has any idea on this

When i am releasing the Trial Balance display the error “Cash account doesn't exist for this branch, account and sub account (HEADOFFICE, 10100, 0 )” what is the the reason for that?

I’m trying to figure out why we can enter only one AP bill per line on Purchase Orders. Is that how they’re supposed to work? Is there a setting we can change? The scenario is this. A materials quote for a construction project has been entered with lump sum totals in each of 4 different cost codes. A single PO with 4 lines. But the amounts in each line will not be billed all at once. Several AP bills will be entered and eventually consume the total amount of that line. Our problem is I can enter only 1 AP bill applied to line #2. When I try to enter a 2nd AP bill, the system locks out line #2. I can’t apply any more bills on line #2. Why is that? I realize that using a subcontract instead of a PO would circumvent the issue. But since this is for materials only, isn’t the PO option more appropriate?  Things to know that might impact replies…Our line type is Service, and the Inventory ID is a non-stock item.The self help training guides hint towards a “Purchase Receipt” screen, but It’s

hi, All. I am working on export scenario and data provider is GI. I am trying to update sales order fields using data provider GI. But Export by scenario is not showing any records. I am trying to put/update/rewrite tax tab in sales order screen.Can some one please guide me on this 

Good day,As the administrator, I should be able to run the Project Overview Dashboards.  All the security rights are ok.  I don’t see any issues with how it set up.  I can’t get it to work.  Any thoughts?  I am thinking that this dashboard is not for the Project Module but for Construction hence the reason it is locked.Any assistance would be greatly appreciated.  

Hi All, For anyone who ships from the software, which third party software are you using to support your processes? We currently use Fusion and the team is questioning the solution to make they have the best needs for processes. We also use Zebra handhelds on the floor to pick and pack. Thank you!

Our client has set up the Avalara Address validation.  When you create a Sales Order and the address is NOT validated, is there a setting or a way to keep the Sales Order from creating a shipper?

Hello all, I am trying to Reverse an invoice and apply credit memo via the API. I have extended the endpoint and added the action ReverseInvoiceAndApplyToMemo.  I am not sure where to find the correct payload to pass to it.  If I pass the below I  get “ "The Reverse and Apply to Memo button is disabled."Does anyone know or where do I find the correct payload to send? Thank you { "Entity": { "RefNbr":{"value":"AR000003"} }} 

Meet Taha Yab Ali our Acumatica Community Featured Member for May 2025. It’s great to have you as part of the Acumatica Community ​@tahayabali!Hi everyone,My name is Taha Yab Ali, and I’m currently working as a Business and Data Analyst at Malani Enterprise, which I joined in February 2025. From my very first day, I began working with Acumatica and have been actively learning and contributing to its customization and reporting features since then.I initially began my career as a Microsoft Dynamics 365 F&O developer but later transitioned into the field of Data Engineering and Analytics, where I found my true passion. My core skill set includes Python, AWS services, R, and Linux. While I am currently focused on reporting tasks, I generally work on automation workflows and data visualization using Python and Tableau.I particularly enjoy debugging complex issues and solving challenging code bugs, as I find great satisfaction in breaking down problems and building efficient solutions.I

Hi! Does anyone know if you can use substitution lists with GIs? I’m trying to use them instead of using a long IF formula. This is what it looks like and the error: