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NEW - Construction Micro Discussions - Union, Non-UnionThis idea stems from conversations with customers and product teams looking for a way to have discussions around more specific sets of topics. Two of the areas were: Union Construction and Non-Union Construction. We have decided to pilot these two for now but plan to expand to other topic areas and forums.So how does it work?If you want to have a discussion (or ask a question) that’s Union or Non-Union related, just use the Tags to add Union + Construction or Non-Union + Construction. You can see how I have done that with this post. Note that the discussions themselves look the same except will be tagged with either union or non-union at the bottom. This is just a way of filtering everything else out and just seeing topics tagged with those tags.Those looking for a discussions on Union Construction or Non-Union Construction, can then just click pre-setup links we have created:Union ConstructionNon-Union ConstructionPlease check it

Hope all are doing great. If anyone could help, it would be great.I would like to show the default magnifier icon (Selector Icon), as highlited below.Appreciate for your help.  

Can GL subaccounts differ by Tenants if the Tenants are eventually consolidated?  Customer operates international businesses and uses detailed subaccounts within US operations. Very detailed six digits with employee numbers and project numbers, and accounts for detailed tax and payroll operations in TX, FL, SC, CA, NY, PA and many other highly regulated states.Maybe 10-15% of the Subaccounts will apply to international functions; can the international tenants redefine the Subaccount segment and consolidate data to a company and tenant level without causing problems?#Consolidation

Hello, Many of our customers require before and after pictures. Our technicians attach these pictures to an appointment.  When emailing the appointment invoice, there is no way to attached pictures or any other required documents with the invoice email.  We have to download the pictures and documents from Acumatica to our computer, and then copy them from our computer to the Acumatica-generated email as attachments.  It is very cumbersome and time consuming.  Another option might be to imbed the pictures documents on the invoice document.  I have seen invoices from other software formats that allow for imbedding pictures and documents.  This option our preference.  This would allow us to see the pictures and documents when we open the invoice instead of having to go to the appointment for the pictures and documents. Does anyone have suggestions on how to include pictures with an invoice..either imbedded in the invoice or as an attachment?Best, Gail    

Hello all,I am just starting to dabble with the no code customizations using the Customization Projects. I would like to move some UDF/Attributes from the UDF tab to the Document tab of the AP Bills, and hide the UDF tab. I have added the attributes to the first column under the Form:Document section.However, what I would like to do for the layout is create a fourth column, so that they all land in their own column and do not interfere with the columns already on the page. How do I add an additional column to this setup? I would like the attributes to land in this highlighted section Thank you for any help you can offer. 

Depending on valuation method, SOLine cost is either last cost or average cost. For highly variable configured items, that doesn't work well and throws off margin calculations. Is there a way to cost an item based on the configuration, similar to what the configurator does for item price. 

We would like to upgrade our DeviceHub installation to 2024 R1 and would like to know what file(s) we would have to backup to keep all of the printers already present. We’ve taken screen shots of all the installed printers, but would like to not have to manually enter them into DeviceHub if that can be avoided.

Every now and again, I will suddenly get the error shown below that says the execution timed out when publishing my customizations. It validates just fine and then it will try to either batch sql or sometimes its some place else in the publishing process and it will give me this error. Sometimes it just goes away after a few days of trying to publish. It is very frustrating because I can have no issues one day and then have endless issues the next. Is there SQL settings I need to change or is there acumatica settings I need to change? I don’t know where to go from here. I have tried resetting stats on sql, I’ve run dbcc freeproccache, I have set the sql execution time to zero to make it not timeout. Nothing seems to fix it, it just decides to work randomly. The only thing I have noticed that might be reoccurring (I’m not sure, but I think this is true) is that it usually happens when I am either publishing fresh customizations or publishing on a fresh instance. If I could get some help

Hi Acumatica MFG People, We have service contracts that include a replenish plan for stock items which are manufactured.I create schedules, one with a yearly schedule to replace some equipment, which we manufacture.I initiate the action, "Generate from service contracts", on my service contract schedule and get a service order which includes my item replenishment and some inspection work.My question to you all is, "I am looking to see if MRP picks up the demand of this replenishment (these are MFG stocked items).I look at the Inventory Allocatin Details report for this part and I do see the demand from this service order.I would assume with the right set-ups, execution of MRP will create production order to account for this demand, right?I probably need to take a different direction than a service contract and service order because I have no way to account for the shipping of the inventory to the customer as part of the appointment, right?Thanks,Patrick

Is there a way to mark a stock item to not accept parts to be “Returned” to inventory and “Non-Refundable” if a customer (and salesperson) try to create an RC?We sell custom made parts that we don’t want to accept any parts to be returned to inventory for credit. 

I’m trying to create a GI that lists each Inventory Item one time and I want to show the Sales Category or Categories for each stock item without duplicating the Inventory Item. I would like the field to list all the Sales Categories that the Stock Item includes. For example, we have a Category called Machines. We have machine A and Machine B. We have several parts that can be used on both machines. When I make my inquiry I don’t want to see multiple records for the same stock item that has sales categories of each machine, I want the Stock Item Record as 1 line, but the field “Sales Categories” to list all of the Sales Categories the Stock Item is found in.

Hello all, Has anyone used browser version of Acumatica to collect signature? Like running the browser version on iPad then collect signature for DFR or Appointments?

I config inventory replenishment setup inventory planning warehouse detail when I go prepare replenishment screen I don’t see that item in the the warehouse config for replenishment but if select the others warehouses are not in inventory planning, I can see it like this  So please help what am wrong in configuration

We are often creating hundreds if not thousands of invoices a day. Our AR invoices are created after a shipment is confirmed. But all of these invoices are being created with a status of “credit hold” is there a way to bypass this step of “Removing Credit Hold” so that I can just release invoices? These sales orders are coming thru with pre-payments so there is never actually a balanced owed.Thanks!

Hello all,How can I convert an opportunity to a customer directly without creating a biz account from it? Thanks.

Hello.I’m trying to create a copy of or modify the AR Aging report. It needs to be run by salesperson but should not include any customers that ARE or HAVE parent accounts. That is, excluding any parent accounts and children accounts. I know I can simply add a parameter to run the report by salesperson, but I am having trouble finding a way to exclude the parent/child accounts.I think I can remove children accounts as those customer IDs are hyphenated so I plan to filter out all customers including a “-.” However, there doesn’t appear to be any fields in the customer DAC that identify if an account is a parent such as “isparent” etc.Does anyone have any ideas for this? 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 Samvel Petrosov - Acumatica Community Featured Member for April 2025Meet Samvel Petrosov our Acumatica Community Featured Member for April 2025. It’s great to have you as part of the Acumatica Community ​​@Samvel Petrosov! Save the date: Coffee & Code - Modern UI Apr 22Join us for the first Coffee & Code event of the year - Modern UI, a webinar where Acumatica’s Varthini Bhaskaran and Vignesh Ponnusamy dive into the modern UI and best practices. Moderated by Ekaterina Androsova. Grab a coffee and let’s talk code!Tue, Apr 22 - 11:00 AM - 12:00 PM PDTRegister here: Teams Webinar Acumatica User GroupsNew! Michigan Acumatica User Group, Northern New England Acumatic

In project accounting, is there a report that shows employee hours and the corresponding billed amount by project? On our billing rule, we are generating a billing detail for each time detail. Ie. no aggregating.On the AR invoice, we see individual details corresponding to each time activity; however, it does not contain the employee ID/information. Does anyone have a way of showing the hours and amounts information on one report?

Hello Everyone, Acumatica is currently evaluating a native integration with Amazon Vendor Central, and we are seeking insights from customers who are already trading on the platform.If you are currently working with Amazon Vendor Central, we would love to hear from you! Your insights will be help in shaping this integration to better align with your business needs.Please feel free to comment on this post or reach out to me directly via email at karthik.gajendran@acumatica.com.Looking forward to connecting with you soon! Thank you

Making a POST request to the endpoint /entity/Default/22.200.001/Payment/VoidPayment with the body like "Entity": {"id": payment_id,"Hold": false,"Branch": “branch_name”,}returns a 204.  We expect that this will actually void the prepayment, but the prepayment is still active.  Is there any changes that should be made to this request to make it succeed or at least return an error

Hi there,I am new to Acumatica. We are currently running a system email account in Acumatica. We want to move to having individual email accounts set up in Acumatica. At the moment, a test user account and email were created in Acumatica and Office 365. In system email accounts, I made an email account ID and name, POP3 Incoming mail server outlook.office365.com, outgoing smtp.office365.com, incoming server port 995 outgoing 587, TLS for encryption. Timeout 2 Mins; however, when testing, it fails. All ports are open on the Office 365 side. I want to seek guidance on how to get this test account operational in Acumatica. Thank you in advance for any help and advice. 

While trying to edit the production ticket, I created two footers for group1. My goal is to put groupFooterSection3 at the bottom of the page, but the report designer automatically creates a page break between groupFooterSection1 and groupFooterSection3. Does anyone know why this behavior is happening, or how to fix it? I attached some screenshots of the two sections and the preview. From the preview, we can see that there is plenty of room to add the groupFooterSection3 to the bottom of the page, but it instead adds a page and places that section at the bottom of the new page. 

 Hi,I'm experimenting with moving transactions from Project A to Project B.However, as soon as I enable POST transaction to GL, it gives me an error.Yet the project and tasks exist, and the accounts in the original transaction belong to account groups. As a trial and error, I tried to do the following for the accounts:[debit account]  & [credit account] "use source" & "use source","use source" & "Debit source""Credit source" and "use source","Debit source" "Credit source"This didn't work either way.What am i doing wrong?     

Hello everyone, I am developing a custom screen and ran into an issue. I have set up PrimaryKeyOf on the parent DAC, and ForeignKeyOf + PXParent + PXDBDefault on the child DAC, but this does not show up on the DAC schema browser. I noticed this because my PXFormula(...SumCalc<>) was not working.Parent DAC:[Serializable][PXCacheName("NPDHeader")][PXPrimaryGraph(typeof(NPDApprovalEntry))]public class NPDHeader : PXBqlTable, IBqlTable{ #region Keys public class PK : PrimaryKeyOf<NPDHeader>.By<projectNo, productTitle> { public static NPDHeader Find(PXGraph graph, string projectNo, string productTitle, PKFindOptions options = PKFindOptions.None) => FindBy(graph, projectNo, productTitle, options); } public static class FK { } #endregion #region ProjectNo [PXDBString(15, IsKey = true, IsUnicode = true, InputMask = "")] [PXUIField(DisplayName = "Project No", Enabled = false)] [AutoNumber(typeof(ISOSetup.autoNumberingNPDApproval),

I have been a developer on our company’s Acumatica Cloud ERP instance for about 8 months, and we publish new updates weekly by unpublishing all customizations and then republishing all of the customization projects. We have about 50 total. 2 of our last 3 publishes resulted in the site completely crashing. The header and sidebar were still showing, the search was still working, but the body of every screen was blank. I was able to access the trace through the URL, and have attached a screenshot of the error below. I can ensure that DMCMethods (a custom namespace) was absolutely deployed along with all of our other customization project files. The fix both times was to contact support and wait for them to restart the server. Once the server was restarted, the customizations were already published and functioning as expected.Has anyone had a similar issue and know of any solutions? I’ll also link a similar post from a year ago that addresses a similar issue.Similar Issue:  Thanks ahead o