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 I ran a test and updated a stock item price using the Vendor Price Worksheet. I added a pending price of $13.76 for the item, but it didn’t update the cost on the stock item or reflect the new price in the Vendor Last Price field either.I also created a purchase order and added the item, but it still pulled the old price. I'm wondering—where does the system update the cost for this item? 

Good dayI want to sum my tax totals by Tax ID  from the DAC ARTax.I have a scenario where I have to taxes on a sales order invoice  how best can I sum them on the report by the Tax ID as per the screenshot belowIn my case for this invoice I have a tax total of 105.88, and on the invoice print out in the footer I want to split the two as per the above screenshot.I have the formula =IIf([ARTax.TaxID]='SVUS',Sum([ARTax.CuryTaxAmt]),0) for the SVUS Tax ID and =IIf([ARTax.TaxID]='SUTAXUSD',Sum([ARTax.CuryTaxAmt]),0) FOR the SUTAXUSD ,Tax ID. However on the invoice template the split is not coming out correctly what could I be missing?The computation is not coming out as desiredwhich should be:Sub Total:             542.90Less Discount        32.64Invoice Total         510.26Tax Total                 76.54Surtax Total            29.34Total                      616.14I added the ARTax table on my schema to my report design as shown below  

I have a Warranties section of a quote report that has static information on every quote. The customer also wants to be able to customize each section with additional information.I created attributes that allow the user to enter custom verbiage and I’ve added the attributes to the report: I also created a visible expression for those fields, as I don’t want them to print if the user hasn’t entered any text in those fields.The issue is that the space for those fields still prints (even with the visible expression).If you put a visible expression on the whole group, it won’t print and it won’t leave a space for the group. But I really don’t want to have to split each little section out to it’s own group.Is there a way to do what I’m asking? 

Last Read Message: The NONMEMBER price list could not be exported because at least one item in it does not exist in the BigCommerce store. Synchronize all the items in the price list, and then process the price list again.We have 4 Price Lists, and all are reading the same error.Price Lists: PREMIER, NONMEMBER, PRACTICON, WHOLESALEWe have no sync errors on the finished products. The only thing I can think of, is new products not yet ready to be installed in BigCommerce are on the Price Lists, so that may be stopping it. Is anyone familiar with this?

Has anyone figured out a way to restrict Inventory Stock Item visibility by Branch/Company?

Hi.  Is there a way to tell using the audit if a record is copied from another record?  For instance, we have a sales order that is created, but I can’t tell if it was copied from another sales order, or if it was entered as a fresh new order. Thanks!Kathy

Hi,There is a “Open” item in Customer Payments and Applications. The amount match with an outstanding invoice from the same customer. I am not sure how to apply the Open customer payments to an Open customer invoice. Could anyone kindly help me?Thank you.Regards,,Raymond

Given the issue with the Time Entry Webservice and form, can a user implement in interim fix by customizing the form, or building a new web service endpoint. Our deployment won’t be able to upgrade to 2025R1 in the near future. Thank you Pushing Notes for time activities, and auto completing time activities when creating | Community 

Acumatica partners and customers, today (04/09/2025) we have received multiple cases that AP recognition service is not working. While some of our internal tests are successful, we reached out to the third party vendor for information on today downtimes of the service and waiting for more information for further diagnostics from clients.  

We set up approvals on SO Invoices.  When the approval is created we want to send the approval requested email to the salesperson along with a PDF of the invoice.  I created the email template and assigned it to be used for invoice approvals.  I have 2 issues. (1) the email fires off when a new approval is created but for some reason it is creating 2 identical emails.  Issue (2), even though I have a report configured to be attached as a PDF to the email, it is not creating and attaching.  I know the email template is connecting to the correct data because in the body of the email I include the invoice # and approval ID - so it is seeing the correct data (see 2nd screenshot).   And on the report attachment screen (1st screenshot) I specified the report, it sees the parameters and it sees the possible values to select for answering each parameter.  But for some reason it doesn’t generate and attach the report.a Any ideas?   

Good dayOur Marketing manager wants to connect  Campaigns to Leads to Contact to Opportunities/Quotes and Sales orders.  The issue is that the Source, nor the relations information flows from one transaction to the next.  i have created to GI however this the problem; if the relations are not entered I can’t attached the information from Lead to Contact to Opportunity/Quote to Sales Orders.  The main goal is to try associate the source campaign to the sales order and if there is no sales order than to the opportunity and if there is not opportunity than to the lead.  Each steps requires another input; our sales rep are not going to that. Questions,  What is the best way to set up a relationship.  From the Leads?  Or Opportunity?I have made a GI that can get the Campaign from the Opportunity to Sales Order.  However it is missed the issue of a Opportunity without a sales order. The ACM Campaign by Sales Order GI works but does not show the transactional workflow.Looking for advice and s

hello all,I am looking to add an additional line of extra charges into each project AR Invoice using Billing rule. And the amount for this additional line would be 10% of the total invoice amount. How can I achieve this? I tried creating a specific task & account group for this, added this in Billing rule but the billing rule isnt going on this step.

We have a custom field on our Sale Order screen that is set to the party responsible for delivery charges. Our business rules indicate that if the value of this field is set to Our Company paying for the delivery charges, there is a specific Non Stock Inventory ID that must be on the Sales Order. My concern with setting up an approval map to catch when this field is set but the required Inventory ID is not included in sales lines is with how I assume Acumatica will do the matching.If my rule says Sales Order → Delivery Charges Paid By = Our Company and Sales Order Lines → Inventory ID <> INSTALLATION, it will be matching every line of the sales order and putting the document into approval, rather than the logic if NONE of the Sales Order Lines match.Am I correct in my assumption of how this will be processed? If so, is there a workaround to achieve the desired result?

We are 2.5 months in on the process of design with our business partner and looking to chat with another contractor regarding loading the prior year balances for projects in progress at end of year, so your current year over/under billing calculates properly.     What level for the FYE did you need to load to ensure the current year activity was properly reflected on your work in progress and completed projects schedule to reconcile to your financial statements.     Thanks in advance, we want to do the level necessary, but don't want to overcomplicate things if it isn't needed.  This is my first post.  i hope this is appropriate to pose this question here. Thank you for any insightMary DavoltBerger Contractors, Inc. 

Hello experts, Canada PST is a retail Sales Tax that applies when taxable goods, software or services are acquired in in some provinces like B.C. or brought into B.C. for use in B.C., unless a specific exemption applies. The exempt companies apply and receive an exemption number and letter. We can enter this exception number in the customer profile and select what kind of exemption is. So far so good. In the Taxes configuration we have a checkbox called “Include in VAT Exempt Tax”. This checkbox is enabled only if the “VAT” is selected as Tax Type. We need to keep the PST as “Sales” because it is what really is and importantly we are expensing it on purchases as it is not VAT so can be reclaimed.I can do a bit of customization to make the checkbox available on Sales as well but I am not sure what is going to be the side effects.What logically system should do is to allow in customer profile user select the exemption number entered applies to what taxes and when an AR/AP invoice or othe

I have a couple of automation schedules that have been running daily for a few months. For no apparent reason, they stopped a couple of days ago. You can see the Next Execution Date for the first two is 3/29/2025, but today is 4/2/2025. Other schedules have continued to run since:Can a scheduled event be re-triggered somewhere or manually run? Is there anything I can investigate to try and discover why these have started failing without notice? 

Hello,We currently have Acumatica set up as a single company with multiple branches. We are looking to limit certain employees to a singular branch. I’ve set it so when they log into their account, it is set to their branch but they can change it easily. I’d like to set it so once it is set to their branch, that’s their home. Please help. Brent

Hello mates!I know about struggles with upgrades between major Acumatica versions. Even regular minor updates sometimes bring the pain.So I was thinking, one does spend so much on testing and acceptance, on troubleshooting and fixes, I bet it just never pays off, whoever you are - either a VAR or an ISV. Maybe there is a way to cut it by doing automated tests? Basic or advanced tests that cover most critical business scenarios. It does sound quite simple yet challenging. How do you get through upgrades? Do you have any automated acceptance testing in your company?Maybe there are developers who could do it for a fair dollar?

We are trouble-shooting an error with several customers with the Last Message of ‘404 not found for the record’ The record is present in BigCommerce and is updated with the sync. Just trying to understand what the 404 error is from. Any advise for trouble-shooting this error? We sent this to support and it has been months with no answer or resolve for the errors. (There are several pages too!)  

Hello Everyone, We are trying to  Extended DAC Fields in the Sales order details grid field classic to Modern UI .SOline DAC has 4 extended fields need to display it in the modern UI Sales order screen.  tried with below code, Unable to see fields in Modern UI, below screenshot red marked field need to display it in the modern UI Sales order screen details tab grid.  classic UI screen shotModern UI screen shot : fields missedHTML fileTypescript file  

I have added a Extended DAC fields to the Sales order Screen And how to convert the Extended DAC fields into the Modern UI . 

We would like the ability to expose the Calendar Board to the Mobile App so we can view current staff availability when we have emergency jobs.  

Hi EveryoneI have a question about reversing depreciation. While I was able to reverse depreciation following recommendations from these two discussions. https://community.acumatica.com/financials%2D7/reverse%2Dfixed%2Dasset%2Dpurchase%2D8689I did it by creating fixed asset transaction with transaction type “Depreciation+” with a negative transaction amount. I realised that this action does not reverse the “depr. to period” under balance - book. This creates an issue where when we attempted to perform correct depreciation again for the same period (where it was reversed before), this asset does not show up on Calculate Depreciation, as it is considered already depreciated for that month by the system.  For example: This asset’s depreciation for 08 to 12-2025 was reversed. but last depreciation period remains unchanged. Anyone with suggestions? (other than manually creating fixed asset transactions - depreciation for this asset every month until it catches up the balance - book - last d

The substitution list screen has a selection for an Acumatica table and field.  Does this mean we can use fields from Acumatica tables for the substitution?  For example, we are importing data and the customer in the Excel file is the customer external reference, so I’d like to substitute the import value using the AcctReferenceNbr in the Customer DAC with the AcctCD.  I have tried a few variations of the below and it doesn’t seem to work.Does the substitution list support this functionality or will we have to manually maintain individual values in the original/substitution value list?Thanks,Kurt  

Hello all,Where can I find or how can I calculate the cash at the beginning of the period?Thanks.