Discussion Forums

Hi everyone,I'm looking for guidance on integrating Acumatica with freight providers (e.g., EasyPost, StarShip) and configuring freight costs and sales prices. Specifically, I need help with:1. Setting up the integration with a freight provider for real-time shipping rates.2. Automatically pulling freight costs into sales orders.3. Configuring sales prices for freight charges based on weight, zone, or other criteria.4. Best practices for handling manual freight entries when needed.If anyone has experience with this setup or knows of any training materials covering these topics, I'd appreciate your help!Thanks in advance.

 H Everyone.i setup a consolidation tenant to consolidate 5 tenants. I was able to synchronize with 4 tenants. The 5th one throws this error. This occurs when I try to synchronize this tenant LIST OF TENANTSERROR WHEN I SYNCHRONIZE  

Hi there team, We have wondered why the Company Financial Calendar doesn't default to the same current open financial year? Rather annoying that we have to scroll to the actual year, rather then just open screen and the open/close periods.  

Hello All, Anyone have the basics for an Import Scenario to do a mass update to the Cash Account on the Default Vendor Location Record they would mind sharing?  Thanks in Advance.

I’ve seen a few posts & blogs about this topic but still can’t seem to get the syntax correct.  I have a DAC extension table against the Customer DAC named “ZZCustomerExt”.  The Selector/Restrictor attributes for the custom fields work fine in a custom tab on the Customer screen.  I added the same field to an SOOrder DAC extension table (value copies but is changeable), but the syntax isn’t correct for my join.  How do I reference the Customer DAC extension table correctly in order to restrict by another field in that DAC extension (contractCode)?  [PXDBInt()] [PXUIField(DisplayName = "Commission Parent")] [PXSelector(typeof(Search2<Customer.bAccountID, InnerJoin<ZZCustomerExt, On<ZZCustomerExt.bAccountID, Equal<Customer.bAccountID>>>>), typeof(Customer.bAccountID), typeof(Customer.acctName), SubstituteKey = typeof(Customer.acctCD), DescriptionField = typeof(Customer.acctName))] [PXRestrictor(typeof(Where<Exists<

Hello - Is there a way get the Ext Price field on the AR Invoice screen to calculate to 4 decimals? So rather than rounding, it takes the exact value of Quantity x Unit Price? See below..  

Hi, We have a form that has an embedded image in it. I need to use this image on a different form. Is there a way to download this image. The image is a jpeg. I only see the ability to add a new image or delete an image. 

Meet Joel Hoffman our Acumatica Community Featured Member for March 2025. It’s great to have you as part of the Acumatica Community ​@joelhoffman!Hi everyone, I’m Joel Hoffman, Director of Product Management for Construction at Acumatica.  I have been with Acumatica almost 6 years.Since graduating high school and thinking that “these computers may go somewhere”, I have been part of the technical community.  I have spent most of my career in the Construction technology sector and witnessing how things evolved is incredible.  I commend the companies that have been leaders in technical adoption and the ways construction has been improved, especially with constant change and challenges faced.I’m from the Philadelphia, PA area and enjoy the change of seasons we experience each year, from Winter to Spring, Summer and Fall.  As an avid Philadelphia sports fan, especially the Super Bowl Champion Philadelphia Eagles, where I have been a season ticket holder for more than 35 years, fall brings a

I am having one heck of a time configuring a clearing accounts to use them for bank deposits. I’m using the guide from here: https://fedcoseeds.acumatica.com/(W(29))/Help?CompanyID=Test+March+2nd&ScreenId=ShowWiki&pageid=323644f1-ea34-4377-92bc-c1fcb4a86d05 But I must be misunderstanding something. I created the clearing account: I did not put any entry types.I made sure the clearing account could be use in the Payment Methods  I created a test sales order, made a prepayment using the clearing accountI go to the bank deposit screen and enter the following:  But when I click “Add Payment” I cannot get the clearing account to appear as an option: I’m sure I’m just missing a small connecting piece.Thanks!

I’m trying to upload my customer information list and I keep getting an error in my import by scenario. I just want a way where Acumatica doesn’t pay attention to the way the postal code is written and have it upload the format that I have it as.This is just one example but I have many other countries as well

Hi Acumatica Community,With my customer master import scenario, my Canadian customer imports are failing as follows: Error: Field: Postal Code, Value: K1M 2C9, Error: The entered code doesn't match the required expression. My American customer imports work fine.On the countries screen, CS204000, I have this input mask and regular expression for the Canadians: -------------------------------------------------------mask: >L#L #L#Regular Expression: ^[A-Z]\d[A-Z]\s?\d[A-Z]\d$ Here is the help entry for Canadian Mask and regex:  Here is the help wiki for Masks, To Configure an Input Mask and a Display Mask for a Field-------------------------------------------------------FWIW, https://regex101.com/ tells me I have a match:   

I know more than the basics in Acumatica but this one I’m wondering if a) is this possible? and/or b) should it even be attempted?I need to create a generic inquiry that would show on hand qty for all configured items, with their configurations listed.Help?

I have a customer evaluating DRP, they use an outsourced manufacturer and own all of their inventory, The Manufacturer only provides the labor for the assembly to create the KITS.   The KITS are made to order using stock items. We were hoping that DRP would provide the demand for the KIT assembly based on Sales demand, not seeing that it does that.  Also based on the functionality the planning only works with either a value for safety stock or a value for reorder point.  Neither of these are actually based on SO demand.  It would work if they wanted to have these completed KITS on hand but they do not wish to have any on hand, all KITS are made to order based on SO demand. Has anyone had a similar use case?  

Zero Balances Report in Journal TransactionIs it possible in the GL listing to exclude accounts with zero balances when running the report?like put a parameter that will suppress zero balance

IntroductionAutomating the customization build process in Acumatica improves efficiency, reduces manual effort, and ensures consistency in deployments. In this article, I will share how I automated the customization build process using Jenkins, incorporating high-level design principles.High-Level DesignThe automation consists of multiple stages that streamline the process, including cleanup, code retrieval, solution building, file synchronization, and packaging. The Jenkins pipeline is structured with parameterized Boolean flags that allow selective execution of different stages.Pipeline StagesCleanup Old Files: Removes outdated DLLs and zip files to ensure a fresh build. Pull Code from Dev Branch: Retrieves the latest source code from the repository. Build Solution: Uses MSBuild to compile the solution and generate DLLs. Copy DLL Files: Moves the compiled binaries to the required directories. Sync Files: Synchronizes files with the remote repository. Create Zip Files: Packages the bu

Question from client:For the charges that are left after Auto-Match is complete under Process Bank Transactions, every single line will go to the Create Payment tab and I have to click on the Match to Payments tab and click on the Match to Multiple Payments and Match to Receipts and Disbursements options for the leftover charges to show up. Can we set this up to where it will stay on the Match to Payments tab? I will never use the Create Payment feature and when I’m clicking off 400+ charges manually, it gets really annoying that I have to click on so many things just to match the “bank” charge to the “payment”. I looked into this and could not find a way where unmatched transactions don’t default to the Create Payment tab. I looked at Bank Transactions Rules but that did not seem to help. Any suggestions? Thanks,Frances   

Hello Acumatica Developer Community,I'm currently working on implementing an integration with Acumatica and have a question about the best approach for handling multi-tenant authentication. Authentication ChallengeFor OAuth authentication, we need to store and manage client ID and client secret credentials. Since Acumatica supports multiple tenants, I'm wondering about the best practice for handling authentication in this context.For multi-tenant support, we need to determine if Acumatica requires separate client credentials per tenant: Does each tenant instance require unique client ID/secret pairs in Acumatica, or can a single set of credentials work across multiple tenant instances with the same base domain? Thank you!

I have added Terms to the AR Aging period sensitive report in Report Designer.  However, it is only pulling the Terms for customers that have only invoices and debit memos, not payments and credit memos.  I believe I need to pull the terms id from the Customer Master, but have not been successful with using the Add Schema fields to find how what needs to be linked to pull in the Customer Master Terms id.Does anyone have an example of how they have accomplished this?Thank you,Beth

HI All, As per best practices  and its Normal and Simple  Process   as per my Knowledge across during the years the following is the Transaction entries which will clear the Purchase Receipt and return Purchase receipt Inventory Account  Dr.Purchase Accrual Account Cr. Return Before Invoice / Bill Created Purchase Accrual Account Dr.Inventory Account  CrBy this  both the account get cleared  and reconciled as well. if its Partial return Yes the balance remain  and  which can be cleared by Bill as its not retuned  As per the Functionality of Acumatica we need to create a AP Bill and a Debit adjustment for any return ?? though both PR and return has been Processed both Transaction remain uncleared in the accrual Account why this is required  and the logic behind this Functionality ?   

I was pretty engaged with the Acumatica community for about a year there, trying to evaluate if Acumatica was right for our business. The push to move the whole platform to a new UI caused us to reevaluate our timing, and see how things come out on the other side of that effort. We want to customize aspects of Acumastica to our business, and investing in doing it twice seemed unwise. I have been following along occasionally on these forums, looking at activity related to Aurelia and the development of the new UI. There are a few things I find concerning:The choice of Aurelia for the front end framework. There are obviously many options for front end frameworks these days. Vue, React, Angular, etc. Until Acumatica announced they were going with Aurelia, I had never heard of this framework. That’s not necessarily bad, but just as it’s a major effort to move from the current .NET front end (which is EOL), it would be a major effort to move from Aurelia to something else in the future. So

I’ve found 35 topics tagged with ‘Import and Export Scenarios’ that have the word attribute in them, but haven’t found one that lets you import an actual attribute, not a attribute value on another screen.  Is this possible?  This does not work for me, but I’m not sure why.The attribute’s ID is ‘LOCAL’.  It is of type text.The data looks like this with fake values for demonstration:AttributeID     Value     ValueIDLOCAL           cat          1LOCAL           dog         2LOCAL           mouse    3 Any help or examples would be appreciated.Thank you!

v2023r1--sharing the version because I’m thinking this may be a bug fixed in a later release.I’ve had a couple of invoices lately brought to my attention where the Bill-To Contact and Address on the sales order (and ultimately the invoice) has a different customer’s details than what is on the customer record.  The “Override” checkboxes are not checked.My best guess is that an order is started for Customer A, and part way in the order taker realizes that they selected the wrong customer and updated it to Customer B.  The Ship To Contact details are updated, but the Bill To is not.  Unfortunately I haven’t been able to reliably duplicate it (I was able to duplicate it once in our Sandbox, but then following the same steps again it updated the Bill To contacts).I’m curious if others have run into this or if anyone knows if it may be something addressed in future versions.

I am trying to replace the Owner ID in a generic Inquiry into the project managers Initials.  I created the formula below: =IIf([PMProject.ownerID]='Joel Darby','JD',(IIf([PMProject.ownerID]='Daniel Bandanza','DZ',(IIf([PMProject.ownerID]='Michael McLaughlin','MM',(IIF([PMProject.ownerID]='David Dunn','DD',(IIf([PMProject.ownerID]='Josh Lavallee','JL',(IIf([PMProject.ownerID]='Daniel Mahr','DM',null)))))))))))I am getting the Error message Conversion failed when converting the varchar value 'Joel Darby' to data type int. when using PMProject.OwnerID in a generic Inquiry formula.  When I just pull the data field It shows up as the full name but the DAC is telling me it’s type int which I am assuming is why I am getting the error message so is it maybe pulling the PKID?  I can’t find anywhere else where I can pull that info as varchar.

Can we develop a specific data provider type ?

My team is looking to see Released Date AND Time, currently, I can only see it doing one or the other and I am not sure how to add the same column a second time for the second option, or to configure the field to be a DateTime field.  True = Time, False/Blank = Date. I have not done much with custom projects, but I figured this would have been an easier modification I could do for them.