Discussion Forums

Hey guys, so I have built this GI and everything is working well. I want to add some colors to the either the rows or columns if possible.But it looks like because of the complex formulas I have in the Date Field it’s not working.I wanted to show something like “ if >0 apply green color”

Topic: Measuring LTL Rate Quote Accuracy Between Customer Charges and Actual Freight CostsWe are currently evaluating the accuracy of LTL rates quoted during Sales Order entry in Acumatica compared with the final freight cost incurred when the shipment is processed. We use ShipHawk TMS for the rate shopping and freight cost. The customer is quoted and charged based on the rate shop within Acumatica/ShipHawk integration prior to shipping. Then the actual freight charge is saved in a data field on the shipment after booking within TMS. NO updates are made to customer charge/billing. Our initial target was for the customer freight charge and actual shipping cost to be within 5% of each other. However, we are encountering some challenges:Customer Service does not always quote the same carrier or service that the warehouse ultimately selects. Smart Pack does not account for void and occasionally “packs” multiple pallets when rating.  Even when the quoted and shipped services match, we are s

 I want to ask, is it true that the “Available for Shipping” can be negative ?  

Acumatica 2025 R1Hello everyone,I added two custom statuses to the Case workflow:X — Warten auf Extern (Waiting for external) V — Wiedervorlage (Follow-up / Reminder)They were added using Workflow → Add State and configured under Workflow → Fields → Status.  The statuses work correctly on the main Case screen. The Status dropdown displays their descriptions correctly:X → Warten auf Extern V → WiedervorlageHowever, in the Related Cases grid, the same statuses are displayed as their raw values (X, V) instead of their descriptions. Standard statuses such as Closed, Released, and Pending Customer are displayed correctly.  Why are the custom workflow statuses displayed as raw values in the Related Cases grid, while the standard statuses are displayed with their descriptions?Is there a recommended way to make CRCaseRelated.Status correctly resolve the descriptions of custom workflow states in the Related Cases grid?Any guidance or examples would be appreciated.

Hi everyone,We’re getting the following error when importing timesheets for two specific employees:[SubAccountID] cannot be found in the system. Please verify whether you have proper access rights to this object. The import works for other employees.Has anyone encountered this before? Could this be related to the employees’ Subaccount, account, or payroll setup? What configuration should we check to resolve this?Thanks!

Hi everyone,  We try to attached pdf report to an email notification.But every try system failed with Object reference not set to an instance of an object.=> I try many other report = same error=> I try the invoice report but in html format = It works=> When I retry to sent the email with business event history resume and rexecute, it works totally. We aren’t currently using the last version of Acumatica but have you face this king of error ?Thnak for your help.Regards.  

How to implement Drag & drop functionality on the grid ?

I have a client who would like Acumatica to automatically create an AP Bill using their Credit Card bank transaction file.   Has anyone accomplished something such as this? 

When a case with "Business Account" selected, but new contact needed, using "Save&Close" button on pop-up new contact screen closes the pop-up screen but "Contact" field on case screen is not filled with newly created contact record. This is different behavior compare with same step took but no "Business Account" selected on the case.  

Hello community,I would like to know how can a user allocate a specific inventory for a specific project. i am looking if Acumatica can allow us to allocate qty for future purposes for a particular project.Thanks in advance.

For anyone new to the thread: MCP4Acumatica is an open-source (Apache-2.0) remote MCP server that connects Claude — and other MCP clients — to an Acumatica instance through the contract-based REST API and OData. It runs on Cloudflare Workers, each user logs in with their own Acumatica credentials (so their Acumatica role governs what the AI can access), sensitive fields are redacted, and every call is logged. It ships ~38 read-only entity lookups plus Generic Inquiry, schema-discovery, and utility tools. Repo: https://github.com/hallboys/MCP4AcumaticaHere's what's new since my last update (Previous thread).  Current Version 0.38.3Generic Inquiry governance (the headline)Exposing GIs to an AI assistant needs guardrails, so there's now an opt-in exposure gate (Note: This feature Needs a Customization and Couple of GIs):You choose which GIs the AI can see. Tag a GI with a new Exposed to MCP checkbox; only tagged GIs are discoverable/queryable. Until you configure it, the assistant can't b

Hi Community,Is anyone else experiencing this issue with the Acumatica Welcome landing page? We are seeing this across all of our members.Cheers,RJ

In the past few weeks we’ve had two different users report the same issue.  Of course, we can’t duplicate it.They are reporting that, when they have a sales order with lines marked for PO, and they create the purchase order using the “Create Purchase Order” option/screen, the Vendor location selected for the items is not always the default vendor location for that item.  When it’s not, the system seems to randomly choose a vendor location, sometimes locations that aren’t even set as the default location for any product.Since we can’t reproduce this, I’m leaning toward user error, but I’m curious if anyone else has experienced it.

Hi everyone!Wanted to see if anyone in the community has experience using Appify alongside Acumatica, specifically connecting or integrating the two systems in any way.We’re working with a company that currently uses/has experience with Appify, and I’d love to hear if anyone has successfully connected it with Acumatica, what that integration looked like, and any lessons learned along the way.Any experience or insight would be greatly appreciated. Thanks!

Just curious to see if anybody started to use Acumatica Survey from Github? If so how has your experience been so far? If you haven’t why not? If you like to learn more ask a question here.

Update Stock Item Attributes When Last Cost Is ChangedI need help creating a Business Event / automation in Acumatica for the following requirement.RequirementWhen the Last Cost of a Stock Item is updated from:Stock Items → Price/Cost tab → Last CostI want to automatically update two attributes in the Stock Item → Attributes tab:Attribute ID Attribute Value ILANDEDCST Cost Landed Cost IMARGIN Cost Margin The values for these attributes are currently available through a Generic Inquiry.Expected Process User updates Last Cost on the Stock Item. The Business Event should detect that the Last Cost has changed. The Business Event should trigger an Import Scenario. The Import Scenario should update the corresponding attributes on the Stock Item: Attribute ILANDEDCST Attribute IMARGIN The updated values should then be visible in the Stock Item → Attributes tab. IssueI have already created the Generic Inquiry and Import Scenario, but I am having difficulty getting the

 Hi TeamIn the Sales Order screen (SO301000), we have the Add Matrix Item popup, where the grid displays the quantity along with the UOM (for example, 10 EA).In the Classic UI, this UOM display was removed in the aspx.cs file using the existing SetUOMFormat logic.I’m trying to achieve the same behavior in the Modern UI. I found that the relevant logic appears to be in the SO301000_AddMatrixItems TypeScript file, specifically within matrix-grid-manager.However, I am unable to extend or override this file from the development folder.I’ve shared the relevant base code files below for reference.import {  IGridColumn,  handleEvent,  CustomEventType,  RowCssHandlerArgs,  CellCssHandlerArgs,  PXViewCollection,  QpGridEventArgs,} from "client-controls";import { AddMatrixItemsBase, EntryMatrix } from "../../../IN/common/matrix-items/panel-add-matrix-items/panel-add-matrix-items";import { SO301000 } from "../SO301000";import { MatrixGridManager } from "./../../../IN/common/matrix-items/matrix-gr

Hi, I am creating an import scenario for import bank transactions screen to import a csv file as my data provider. I was hoping to get answers to a couple of questions below please.In my csv file, I have a Beginning and Ending balance column which I think is wrong because you only enter them once in the UI. You don’t enter them line by line. How should I include my beginning and ending balance in my CSV file?    CSV file with Beginning and Ending Balance  In the above screenshot, the Amount column goes to positive and negative goes to disbursement. I’ve attached my import scenario. However, it is giving me an error below.    

I have enough stock item to adjust but after releasing it show the error message about

EnvironmentFails on: Acumatica 2026 R1, build 26.100.0175 Works on: Acumatica 2025 R2, build 25.201.0213 ISV solution split into three customization packages, published in this order:Package Level FusionWMSBasic 99 FusionWMSAdvanced 100 FusionWMSOptimization 107 What happensOn a clean 2026 R1 instance (nothing published yet), uploading the FusionWMSOptimization package on the Customization Projects screen (SM204505) fails immediately with: Error during file upload: Object reference not set to an instance of an object.This happens at import time — the project is never even created, so we can't get to Publish.Workaround that works: publish Basic and Advanced first, and only then import Optimization. After that, the import succeeds normally.Stack traceThe browser only shows the message, but importing the exact same ZIP through POST /CustomizationApi/Import returns the full trace: System.NullReferenceException: Object reference not set to an instance of an object. at Customiz

Hi all, I am looking for a way to merge all the attachments for the transactions (for e.g., and AP Bill) showing up on AP Edit Detailed report into a PDF and link it on the same report against respective transactions. Please let me know if you have any suggestions/ alternatives for this. Appreciate your time!

I’m looking for a couple of fields in the construction project portal:Customer Project Contact in Construction (which would pull from Customer Contacts) With the ability to have that contact flow through to invoices/change orders etc. Customer Reference Number for Projects. Again, we have a built out user defined field to capture this. But the reference number does not automatically flow through to billing.Has anyone else noticed the lack of these fields? Is everyone creating User defined fields? I’m just surprised these fields do not come standard ‘out-of-box’

In case we have:A store on eBay that we connect to from Shopify using Shopify Marketplace Connect App.  Our Shopify Online store Acumatica ERP.Will we be able to connect to our eBay Store via the native Shopify Connector and synchronize our product listings between both Shopify and eBay stores i real-time using Shopify Connector for integration with the ERP?

Hi everyone,I’m reviewing the documentation regarding the Multiple Base Currencies feature. It states that Retail Commerce is not supported when Multiple Base Currencies is enabled.I would like to clarify the practical impact of this restriction.If a company operates in multiple countries with different base currencies and requires the Multiple Base Currencies feature, does this mean Retail Commerce (Shopify, BigCommerce, etc.) cannot be used in that same tenant?In that case, would the recommended approach be separate tenants per country?I’m also trying to understand whether there is still value in enabling Multiple Base Currencies for a company that plans to use Retail Commerce, or whether the two features are fundamentally incompatible within a single tenant.Any insight on best practice architecture for multi-country companies using eCommerce would be greatly appreciated.

I am working on a simple Import Scenario that was previously functioning as expected. However, I am currently unable to update a multi-select attribute through the Import Scenario.I can update and select multiple attribute values manually without any issues, but the same values are not being updated when processed through the Import Scenario. I have tested using both the Value ID and Description, but neither approach is updating the multiple selections.Could you please advise if there is a specific format or configuration required to import multiple values into a multi-select attribute?