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Do my best to explain the issue. See bullet points below.Have project with more than three invoice milestones (main reason for using project is that these are change orders which we want to see the profitability on) Have to manufacture finished good which will not realize revenue for until shipped through sales order (unless there is another way to do this inside project) Need to automatically debit unearned revenue once finished goods shippedI think the difficult part is that I have a project which I’m invoicing out of, dr. a/r and cr. unearned revenue is what sounds correct at that point. But not sure how to make it auto realize revenue and dr. unearned revenue once finished good is shipped. Any thoughts on how to do that or if you have a better way given the milestones, I’d appreciate input. 

Hello, Has anyone had issues with this? Acumatica is not importing all types of transactions from the BAI2 file. Specifically transactions coded to 495 but we are now going through and double checking to see if there are others.

Looking for ways to import from acumatica the template id media url and the matrix item medial url.  The idea is that if one of the matrix items is not available to sell in shopify then Acumatica will mark that variant as not sellable and shopify does not show that specific image of that matrix item in the shopify listing page.   Any suggestions? Thanks!

What is the FSSODet.SiteLocationID default logic? Can this only default from the Inventory Item or can there be a customer or warehouse default?When I add an Inventory Item to a Service Order the warehouse populated from Branch Location Default (i think) FSBranchLocation.DftSiteID but the SiteLocationID never defaults.This isnt an issue for manual entry of Service Orders, I can just set the value. Adding stock items to Service Contracts...im running into issues generating the schedule.Any guidance would be appreciated!

Does anyone know why the Cost Code is not defaulting when I assign Staff Members in Appointments, even though I'm using the Default Cost Code on the Default Project Task?This is preventing us from using the Calendar Board to have our scheduler assign technicians to unassigned appointment while scheduling. We receive the following error…“Error: 'Cost Code' cannot be empty. Please specify the default cost code for the related service order type.” 

Consider the following scenario that based on my understanding will work as described.  EMail comes into an Outlook Inbox.  From this message the user uses the Acumatica Outlook Add-In to CREATE CASE.  The case is created and the email is listed in the ACTIVITIES of the case.  From this point forward for the case, the user wants to handle all communication from inside the case.  If the user replies to the initial email from within the case screen ACTIVITIES, that email reply does not get tagged with the [Case ########]?  If the person who gets that email replies, even though we have Incoming EMail Processing turned on for that email account, since there is no tag of [Case #######] in the subject, it will not automatically get linked to that case?  Am I understanding this correctly?  If so, how do others handle this?  Do you just manually add [Case #######] to the initial reply so that all future emails in this chain are processed and linked correctly?  Did you create a customization to

We are consistently being reached for declarations and certifications for our products mostly via third party platforms on all regulatory compliance: Prop65, RoHS, REACH, Conflict Minerals, PFAS, POPs, and TSCA. When my searches for Acumatica - Manufacturing capabilities aren’t yielding Construction and Financial compliance I’ve been directed towards the Certifications tab under an inventory item, or directed towards the Quality Management.Looking to further explore the management Acumatica provides and am curious how others may be managing suppler declarations for components and raw material in Acumatica. 

I am currently encountering a specific case regarding the Purchase Price Variance (PPV) logic on the system and would appreciate your insights on it.Here is the exact sequence of documents: Purchase Order: Unit Cost = Y Purchase Receipt 1: Unit Cost = X Purchase Receipt 2: Unit Cost = Y AP Bill: Unit Cost = Y (applied to Purchase Receipt 1) When I Save the Bill, Estimated PPV Amount = 0, I Release the Bill, the system automatically generates and recognizes a PPV Adjustment.Could you please help me understand under what specific scenarios or configurations the system behaves this way? 

we are looking to a pricing type based on Project Price Class vs Customer Price Class.  Has anyone been able to accomplish this in the system.  We were exploring a customization for this but the price is coming back at $18,000.  i am looking to see if anyone else has come up with a solution for this.  We have 5 products with 6 different prices.   Thanks in advance for any ideas.  

This is the2nd or 3rd time it has happened to us that we have seen a change in permissions or other misc weird issues after a patch was installed.  Prior to the patch install last week PM role was able to create a task on the activities tab of a project.  We use it to manage/request a permit for a project.  After the patch it was greyed out so they no longer had permission to access it. I fixed it but I am frustrated because it not always easy to find the permission since the permissions are so granular its a time burden. I am trying to get all depts to do everything inside Acumatica rather than using Word/excel but it doesn’t help my case when I have users complaining because now they can’t get in. 

On Process Shipments page, can you only process shipments for that current date (or prior?)  Not any shipments in the future?   We will be closed for a couple weeks and would like to process shipments early  (That will be picked up by UPS while we’re closed)  we would like to keep the scheduled shipment date as actual date UPS picks it up..  For invoice, billing, etc.I see how when creating a shipment you can create for scheduled shipment date.   Also, invoicing.  Prior to releasing you can change the ship date that automatically  adjusts the net30 and posting period.It’s seems like the only hiccup is printing the labels.    

Hello, wondering if anyone is or has had the same issue when updating the current movement class for an item-warehouse using the Update Movement Class screen (IN506100) I’ve tried the following:Select Warehouse and Period, then Click “PROCESS ALL” Projected Movement Class would populate on some items I’ve tried selecting an item with a projected movement class and then click “PROCESS” Current movement class for that item would not get populated on (IN506100). I checked warehouse details for that item-warehouse and there is no value on the movement class.I’d appreciate if anyone has any suggestion or knows what I’m doing wrong to let me know. Thank you!!    

I have created a restriction group to restrict Balance Sheet GL accounts to be accessed only in one branch, this works as expected, but can we exclude one user from this group, so that the user can access all GL Accounts from all branches

hello everyone,I'm trying to give access to an employee so they can create new purchase receipt,ive tried access rights by screen, user etc but I can't seem to find that tabcan anyone assist me 

Hello, We’re in a unique situation where we’ve been live on Acumatica for about six weeks and are rapidly acquiring companies. To summarize, we currently have a single instance, multi-tenant strategy but are unsure how to limit the impact of unsimilar business processes and (especially) customizations to entities in other tenants.For example, we don’t want certain customizations to in one tenant to negatively impact an entity in another tenant. We’re also leery of the financial impact of acquiring another instance. My question, has anyone encountered a similar scenario, and if so, how did they manage it? 

Does anyone know how to create an import scenario for a company tree structure? I'm looking to understand the best practices for setting up and managing hierarchical import data for a company's organizational structure. Any tips or examples would be greatly appreciated.

Hello Community!!In classic UI, We used to have an attribute (InventoryItem.PAM0000151_Attributes) as a parameter, so that user would be able to filter the results in the report by this parameter. In classic UI the user could view the parameter as a drop down field:Now with modern UI, the parameter won’t show up.This is how the parameter is set in the report designer:Any help is really appreciated.

hello all,I have been trying to find a report Qty On Hand traceability report. So the report should display the Qty On Hand for a specific period. For instance, if my qty = 10 for June and I made a sale of 5 in July, so irrespective whenever I would the report if I enter my period of June in filter it should show me that in June month I had a qty of 10 units, expanded by Lot/Serial number & warehouse/Loc. Where can I find such or any references?

Where does Acumatica intend for you to save EIN? Initially I thought it was in the Shipping>Tax Settings section>Tax Registration ID. However, I think that is intended for the Ship-To state. For instance, I input for California the permit number for California, not EIN. I don’t see any box/field designated for EIN in any of the customer profile tabs. The reason I want to have this is so that the team can easily tie a customer back to this number instead of a bill-to if needed; in case there is ambiguity.   

Hi Everyone,We have multiple Business Events, each connected to its own Import Scenario, and all of them target the Sales Orders (SO301000) screen. Each Import Scenario updates different fields (Ship Via, Carrier/Class, Order Type, Prop 65 item, etc.), but they all save the same Sales Order.When a Shopify order is imported, multiple Business Events are triggered at the same time, resulting in errors such as:Another process has updated the 'SOOrder' record. The system failed to commit the Document row. Completed with Errors 0 records of 1 processed / Subscriber not processedSome Import Scenarios have Source Restrictions, while others don't, so merging them into a single Import Scenario isn't straightforward.My questions are:What is the recommended Acumatica approach to avoid these concurrent update conflicts? Is it possible or recommended to have one Business Event with multiple Import Scenario subscribers instead of multiple Business Events?

Need to know how to correct Fixed Assets Accounts on the GL Accounts section that is greyed out.  The accounts should have been 14380 - Vehicles - Automobiles instead of 14385 - Vehicles - Other and Accumulated Depreciation Account should have been 14525 - A/D - Vehicles - Automobiles.  I tried changing the Asset Class on the General tab and it said it would update GL accounts but did not update those above.  Vehicle was placed in service on 11/3/23 and has been depreciated for two months. 

Hi,When I tried to install Acumatica 26 R1 local instance, I got below error.How can I fix this. 

Hello all,I would like to get guidance on how to setup the finance charges and how the posting should be rflected for both AR & AP. For AR whenever I release my payment the posting is like :Cash A/c : Dr (including my Fin charge)AR A/c : CrCharges fee : Cr (fin charge) Simply in AP it is like:Cash A/c : Cr (amount)Cash A/c : Cr (fin charge)AR A/c : Dr (amount)Charges fee : Dr (fin charge) How can I setup the AR thing to my AP module posting?

I have PO with discount when enter PO receipt with auto create bill. After release Po receipt bill generate without discount. The bill should include discount the same PO. Please guide me.

It would be so helpful if there was a way to assign a default email template to a Case Class. The Create Email button within a case automatically using the correct email template based on the Case Class would save a huge amount of time and allow for greater automation in our process flow. Does anyone know if it’s possible to set an email template default for each Case Class? It seems like this would be a widely-used feature (imho). Thank you!