Discussion Forums

Hi Developer , Guest ,Currently, We use HubSpot for our US team and Acumatica for our local team. We want to build a dashboard in Acumatica that combines key data from both platforms for easy viewing. Any recommended solutions?Looking forward to your comments and suggestions.

We have lots of custom items within our Stock Items that have artwork files uploaded into the Files section. However, sometimes art files get updated on our SharePoint site where they are housed and don’t get reuploaded to Acumatica. Is there a way to establish a live link between Acumatica Files and our SharePoint site so the link always displays the most current SharePoint Version?

I have working on Creating Form Tab Layout based on two Table RepairItem and RepairPrice.I am able to add the Repair Item corressponding to the Service and Device based on the screen.But whenever I select the same Service and Device the already exisitng Repair Item records are not getting updated.Although, records are available.   

In the Classic UI for fields such as the Transaction Description on the Sales Order Details rows, if you press Control Enter, you could add a second line to the description that would show as a second row on print outs.  The Control Enter inserted a line break.This is not available in the Modern UI.  Well at least I cannot get it to work.Is the restoration of this functionality planned?

Hi Acumatica Support,Is there a way to tag a limitation of Warehouse Capacity?For example, Warehouse A is limited to 100 KG     When in Warehouse A, Item 1 has 50 KG                                          has Item 2 with 40 KG      When we receive an additional 30 KG for Item 3, the system will warn that this item will exceed capacity.Thank you!  

I want to map workgroup from company tree with customer directly. In employee we can map to company tree workgroup but customer module cannot find where to map workgroup. Can we make or not ?Because I want to configure approval in sales orders I see this  

I am working on an implementation that involves Non stock items on Sales Orders.There are two workflows involved Counter sales and Project Sales.We have 2 different order types setup; one with Invoicing for Counter sales and one WITHOUT  Invoicing for Project sales (material issue only).The system is set to assign the cost on sales.It appears that the cost side of the transaction gets generated when the Invoice is processed, si this works for the Contract Sales.For Project Sales order no cost transaction are ever created.How do I get the cost of the nonstock item to hit the project without Invoicing?.There was a change in the Service module that seems to have address this process for a service Order and this functionality seems to be missing from the Sales Order workflow  

Hi there,I’m trying to create an import scenario for SM204002.I cannot obtain the number associated with the Email Account ID for the import to work. “EmailAccountID” is the key field, however, it is stored as an integer. My attempt at creating a GI to pull this information only reveals the Account Name. To illustrate, in the second screenshot below, looks Acumatica requires the integer, rather than the name displayed.  Yet when a GI is created, no integer is provided, only the Account Name  How do I go about obtaining the integer key field for my import EmailAccountID?

I am working with a prospect and the existing system uses a kiosk to scan production order, work center, and start, then the do the same to scan stop.The prospect feels the time needed is excessive and want to understand how fast Acumatica can scan with a tethered scanner and on the app.

Hello,I am currently using Duo and OpenID for user authentication into Acumatica. We are looking to go a step further and set up the User Creation Rules and Role Mapping Rules within Acumatica to help streamline user setup, onboarding, permissions, etc.Within the Role Mapping Rules section, there is a text box for “Claim Type” as well as Scope. Within Duo, we have the scope created, as well as Claims. However, there is nothing within the Duo OIDC application that mentions “Claim Type”.I’ve attempted to use sub and oid in that text box, as those are the only options for claim type for the user identity with Acumatica, but neither one work correctly in this case. Duo support doesn’t have anything documented on their end for “Claim Type” as well, so they couldn’t help me further.For my test user case, I am using an existing Acumatica user account and have checked the option for the account to Use Roles from Provider Settings.I’m crossing my fingers, hoping that someone using Duo has the R

I have just upgraded my Acumatica to the 2024 R2 version (24.204.0004) and I am having trouble viewing one of my customization projects. When I click on the project on the ‘Customization Projects’ page the popup window appears and spins for about 30-45minutes until some of the project details appear but then it continues to spin for 30+minutes (I still haven’t been able to fully load this project in the popup window).This customization project is pretty large but in the past it has only taken 3-5minutes to fully load. Is there a reason why this is taking longer with the 2024 R2 version or are there any methods to diagnose this issue? Any help/suggestions are highly appreciated!

Hey Acumatica community,I wanted to share a quick but important tip for anyone customizing reports using Report Designer and struggling with filters — especially when filtering by Order Status fields like POOrder.OrderStatus.🎯 Problem:I tried to filter my Purchase Order report to show only Open orders by adding this filter in Build Schema → Filters: but the report didn’t return anything. It turns out, Acumatica uses internal code values, not the visible labels you see on screen!✅ Solution:To filter by Open POs, you need to use the correct code:🔍 How to Find Status Codes in General Inspect Element in Acumatica. and check the status field. then look for dropdown values.  Hope this helps someone avoid a few hours of confusion like I had 😅Cheers!

We recently learned about the “Automatic Packaging” feature in Acumatica.  We want to learn about it before we implement it.  We would greatly appreciate any suggestions about where we can learn about Automatica Packaging and the ways it can be set up and configured. We are on 2024 R2 and will be moving to 2025 R1 soon. 

Hi,  I recently was working on a way to pull productivity data from Acumatica. Specifically during Overtime shifts.Display Only "Time" in a GI, not Date. | Community However, this became quite the rabbit hole and I tried to find another direction.So I wanted to start a new question and see if anyone has any experience with this. I noticed the Work Calendar screen in Acumatica, and hoped it might help me.So I created a Work Calendar Schedule for Overtime hours like this:  I was hoping I could pull this into my Move transaction summary GI so that I could maybe have a checkbox check if the transaction was done during the Overtime Calendar Hours. Or even if I could display the Calendar ID if the transaction happened within that calendar.   However, I am struggling to get this information to pull into my GI correctly, I started another GI to just get the times to display, however it gives me this random date and does not help me in this regard.   Does anyone have any Ideas on this? Or am I

Hi! I'm using the shopify connector to sync template items from Acumatica to Shopify. I know I can sync the template item and matrix item at once by just syncing the template item but I added an image URL on the matrix item under Media URLs but it's not syncing the image when I sync the template.

Hi everyone,I’m trying to create a report or Generic Inquiry in Acumatica that shows all sales (quantities and amounts) of items associated with a specific Vendor ID — for example, Coca-Cola — within the last 3 months.I want to be able to: Input or filter by Vendor ID List all items linked to that vendor (based on the vendor-item relationship) Show the total quantity sold and total sales amount for each item Limit results to only invoices from the last 3 months Has anyone built something similar or can guide me on how to structure this using the correct tables and joins (e.g., ARTran, InventoryItem, POVendorInventory, ARInvoice)?Thanks in advance for any help or suggestions!

Hello!I’m creating Purchase Orders based on a Sales Order, and in some scenarios, I’m purchasing goods from only one Vendor. Is there any way that I can select the same Vendor for multiple lines in Create Purchase Orders form or enter the Vendor I’m selecting on the Sales Order form itself than selecting the Vendor manually for each line separately. Best Regards  

Acumatica Row Level Security on the GL Account seems to work fine when you are trying to remove the account from selection when creating a new Journal Entry.  However, any released Journal Entry, as well as a number of the GL Register and Edit Reports include these transaction lines for all users, as long as they have the right to open the Journal Entry or Register report.  If the purpose of the Restriction Group is implied to:“your organization may have sensitive or confidential accounts and subaccounts which must be invisible for majority of users. You can control the visibility of these accounts and subaccounts for users (that is, -which users can view the accounts and subaccounts) by using restriction groups.”Wouldn’t you want the transaction rows to be suppressed in the report/entry screen as well. Does this match with what others have found when using the Account restrictions? Thank you. Bryan  

Is it possible to rename a Acumatica Windows 2019 host server? My attempts break RabbitMQ. I get “PX.Data.PXException: Connection to RabbitMQ failed” error.  Commenting the line “<add key="QueueType" value="RabbitMQ" />” in Web.config allows the page to load but still throws errors retrieving data.

Hi, we’re having an issue where the provided signature image is not printing on checks over $1,000. There are no threshold settings on the Signature tab of the Cash Account. I also verified there are no Visible Expr settings on the form for the PictureBox. What am I missing?24R2

I am trying to prepare “Stock Item” for Big commerce and my ERP IDs are encoded.Why and how do I fix them? 

Hi Acumatica Support,I’ve set up a local Acumatica website instance and ensured a lockout before creating and exporting a snapshot from the client portal. I placed the snapshot data in the database folder and successfully deployed the instance.However, when attempting to publish all the customization projects, the process fails during the plugin execution phase with the following error:Microsoft.Data.SqlClient.SqlException (0x80131904): Invalid object name 'TCVersionNumber'From the logs, it appears that the SQL script related to TCVersionNumber is being skipped as if it were already applied. However, I’ve confirmed directly in SQL Server that the TCVersionNumber table (or view) does not exist in the database.To help troubleshoot, I’ve attached the full publishing logs that capture the error and the skipped SQL object.Could you please advise:How the specific table doesn’t exist, when I have performed a safe, full snapshot?Why the SQL object might be skipped even though it doesn't exist?

Dear Acumatica Community Users,As part of the Acumatica BI & Analytics solution roadmap, we are looking to expand our Dashboard Visualization capabilities by introducing new widget types. These enhancements aim to support a wide range of analytics use cases across various application areas.We are considering the addition of the following widget types:Charts: Pie charts, Radar charts, Hierarchy charts, and Stock charts. Maps: Such as Geographical maps, Tree maps, and Area maps (e.g., Choropleth, Isopleth). Others: Any other types of widgets that can enhance your analytics user experience.We invite you to share your specific needs for new widget types that would benefit your analytics business use cases. Please provide your suggestions and requirements by sharing your list here. Based on the feedback received from the Acumatica users, we will prioritize the development and delivery of these new widgets in our upcoming releases.Thank you for your valuable input and continued support.P

Good day,I have huge Dashboard.  I just keeping adding to the end.  Now, I have added a few tiles that need to be at the top.Easy there an easy way move the widgets and having everything nicely push down.  Moving the widgets around is not hard but time consuming.Any ideas.Evan

Currently, there is no way to restrict documents created by users to view only their documents.  For example, Purchase Orders created by User A using PO Clerk Role.  There is no way in the system currently to restrict User A to only view the Purchase Orders created by User A.I can create a GI with a condition created by = @me and use this as a default.  Then, update the Access rights for PO screen and revoked the buttons “first”, “next”, “Prev” and “Last”.  Update the OrderNbr to “View only”.  This works but in the Global/Universal Search, the user can enter a PO number and this will show up in the search and click on it.  I have yet to find anyway to restrict this search.This should be an easy thing, i.e. restricting a document to the created users only.Any ideas how to restrict the Global/Universal search?  I.e. turn off search for PO numbers in the Search. CheersFrank