Discussion Forums

Hello, I created a new form in Acumatica and I’m trying to publish it for use. I saw a guide on using the Site Map to publish it but then there are further steps that I’m not sure of. Does anyone have a 5th grade level explanation on publishing a brand new form? I saved the .RPX file so I can upload it as well.Brent

Simple example:000-000  Default, “Balance Sheet” entries000-001  Operations      “Indirect” (“Overhead”, “G&A”)000-002  Finance000-003  Marketing/Sales000-004  Health & Safety100-000  Hospitality   “Direct” (COGS, Revenue)200-000  Retail300-000  Education400-000  Health/HospitalsWhat is the best way(s) to limit the use of the 000-000 Subaccount to only in conjunction with Balance Sheet Accounts?...the 000-00# Subaccounts on a) on non-job (e.g. “X”) transactions and b) to be paired w/only indirect, overhead Accounts? ...the #00-000 Subaccounts a) on PROJECTS only and b) to be paired w/only direct, COGS, Revenue Accounts? 

With Projects, we are forced to use GL Accounts that are associated with an Account Group.  That’s decent validation.With Non-Projects (e.g. “X”), what is the best way to not allow COGS Accounts to be used on those transactions?Ideally, there would be a way to not allow non-COGS (and Rev) Accounts to be used in Account Groups OR at least require the GL Account being used is in an Account Group that is budgeted on THAT Project/Project Task/Cost Code.

Hello, We have created a rather large report. One column is for AR Margin Percent. This shows as a standard 2 digit number in Acumatica (no % sign). When we export into Excel, then format to a percentage, the number grows by 1000. Example 33 would equal 3300%. I know how to correct this in Excel, but seeing as we pull this report often, then the adjustment can become very time consuming. I would like to correct the GI in Acumatica so I do not have to correct it in Excel. Any ideas how to accomplish this? Below is a screenshot of the formula in the GI:  

In SALES ORERS/ TRANSACTIONS SHIPMENTS. Whether the shipment is unpicked, picked, or picked an packed there is a function when you used to be able to  “correct the shipment”. This feature now just returns an error, and locks the order up. If you don’t wish to finish the shipment and send to invoicing, you can’t change how the product was packed into boxes, you can’t put it on hold and delete the picklist (which allowed me, formerlly, to then delete the shipment) So reverse the order through all it’s steps, after the picking was confirmed, to delete the picklist, then the shipment. I now have a bunch of orders tied up like this due to user error (error confirming before finishing picking and the like, you know human stuff, and now cannot correct the errors.  It is super frustrating. So far I waited a week for acumatica to respond to my software vendor SWK’s issue, as the error that Acumatica was generating says “ERRORS HAVE OCCURRED” and correcting the shipment fails, the picklist doesn

We’re trying to use planning BOMs, but don’t understand how Acumatica intends for us to handle them. Does anyone know of a good resource that explains the intended functionality? What we are envisioning is:Engineering creates a BOM that is somehow designated as “Planning” This BOM would not be able to be used to create a production order This BOM would work for MRP planning At some point, engineering converts the planning BOM to a “real” BOM Then manufacturing can create a production order and proceed as normal. Is the above at all similar to the process Acumatica designed?

Hi,Quick question about Corporate Credit Card receipts created from Bank Feeds.When we import transactions using Retrieve Bank Feed Transactions (CA507500) with Create Expense Receipts enabled, the receipts are created and automatically matched to the bank transaction.Because of that, fields like Qty, Unit Cost, Tip and Taxes become non-editable for the user unless we Unmatch → Edit → Match again.Is this the expected behavior, or is there a way to prevent the automatic match during import so users can adjust taxes/amount/tips first?Curious how others handle this.Thanks! Example:A corporate card transaction is imported for $61.40. Part of the amount is taxable and part is not. To match the receipt correctly, the expense amount needs to increase while the taxes decrease, but the final claim amount must remain $61.40. Since the receipt is already matched, these fields cannot be adjusted unless the transaction is first unmatched.  

Hi Everyone!Is there a way to set-up an item to only allow sales in specific increments? As an example, we might buy a roll of 1000’ of wire, but I only want to be able to use (via BOM) or sell (via SO) in increments of 100’. Is there a way to set that up?

Hi all! We have a generic inquiry showing the sum of all cases per customer.The GI shows zero if the customer has no cases and shows the sum of all their cases if the customer does have any. All if working well here.What we want is to have date parameters, where if the customer during the selected date range have cases, then show the sum of those cases during that period. If not, then show zero. So, regardless of the date range, all customers should always be listed in the GI, only the number of cases should change.The problem right now is that if I select a date range, the GI only lists customers if they have cases created during that period. Customers with zero case created during that period will not show. We want the GI to always list all customers and show zero if there are no cases during the selected period instead of not showing the customer at all. Any thoughts on this? Thanks!

Hi, I found the error"Column 'INLocationStatusByCostCenter.InventoryID' is invalid in the select list because it is not contained in either an aggregate function or the GROUP BY clause."when creating an inquiry INLocationStatus when adding the formula=IIf( [INLocationStatus.LocationID] = [INItemSite.DfltShipLocationID], Max( [INLocationStatus.QtyAvail]) - IIf( [INItemPlan.PlanQty] = Null, 0, [INItemPlan.PlanQty]), 0)The following is the result grid that I madewith the following additional conditions 

HI All When we try to click Send/Receive All in the Email Accounts screen, we are receiving the following error:Error:The mail receive has failed.Exception of type 'PX.Common.IO.LineSizeExceededException' was thrown.The customer has verified and confirmed that the emails are being received in their original mailbox, but they are not syncing into Acumatica.As part of the troubleshooting, I also increased the file upload size in the system preferences, but the issue still persists.Could you please assist

I am working on a processing screen. The grid of this screen works off of a projection DAC that joins a bunch of inventory tables (INLocationStatusByCostCenter, InventoryItem, INSite, INLocation, INItemSite, and INLotSerialStatusByCostCenter). I am trying to surface the QtyAvail field. I have the respective fields in the DAC:#region LocationQtyAvail[PXDBQuantity(BqlField = typeof(INLocationStatusByCostCenter.qtyAvail))][PXUIField(Enabled = false)]public decimal? LocationQtyAvail { get; set; }public abstract class locationQtyAvail : BqlDecimal.Field<locationQtyAvail> { }#endregion#region LotSerialQtyAvail[PXDBQuantity(BqlField = typeof(INLotSerialStatusByCostCenter.qtyAvail))][PXUIField(Enabled = false)]public decimal? LotSerialQtyAvail { get; set; }public abstract class lotSerialQtyAvail : BqlDecimal.Field<lotSerialQtyAvail> { }#endregionMy goal is to have one general QtyAvail field that has logic that determines which actual QtyAvail to use. If the lot serial QtyAvail is n

We have a payment made in 2026 (application date 2026 also) but it was posted in 2025. We accidentally adjusted it to match a 2025 invoice that was reclassified and now we can't adjust it to the correct 2025 invoice in Acumatica to ensure the reporting is correct.

Hope this is okay to post here. I co-host a podcast called The ABCs of ERP & Beyond with Nirav Shah (an Acumatica VAR at AdCirrus ERP). We've been publishing episodes every two weeks since early 2023, and Acumatica features heavily throughout.We cover things like:Real go-live experiences and implementation war stories Acumatica Summit recaps and new release breakdowns Practical how-tos and demos within Acumatica Broader ERP topics that apply regardless of platform — from project team structure to go-live riskWe try to keep it honest and practitioner-focused rather than vendor-y. No fluff, no sales pitch — just two people who work in and around ERP talking through real scenarios.If any of that sounds useful, you can find us here:Apple Podcasts: https://podcasts.apple.com/gb/podcast/the-abcs-of-erp-beyond/id1663062815 Spotify: https://open.spotify.com/show/3Zc1CkSRfSGwJSDS7vLcD3 YouTube: https://www.youtube.com/@theabcsoferpbeyondHappy to answer any questions — and always open to top

David EichnerGrew up in the Pacific NW and went to UW in Seattle on a Navy ROTC scholarship where I majored in Business Administration.  After graduation, I attended Navy Nuclear Engineering training as a young naval officer and then served on a ballistic missile submarine stationed in Charleston SC for 4 years. After leaving the Navy, I returned to the Seattle area and finished an accounting degree at night while working in payroll and HR at several organizations. Obtained my CPA license while working at a CPA firm in Tacoma WA and then founded ICAN Software Solutions as a VAR for Microsoft Dynamics GP in 1999.  Taught myself to code in the early 2000’s and wrote a number of add-in products for Dynamics GP that my firm still sells today.  Shifted our focus to Acumatica in 2012 and migrated many GP clients to Acumatica over the last 14 years.  Today, I lead a team focused on Acumatica customization for products we sell in the channel (AddressVerify, VendorApprovals, InvestmentAssets, e

My name is Mike Gifford, and I am the Director of Product Innovation at Crestwood Associates, where I lead our ISV products team and customer-facing development teams. I’ve been with Crestwood for nearly 11 years and have worked with Acumatica for about 13 years.I’ve spent roughly 30 years in the ERP space, starting my career working with Solomon, followed by time with Microsoft Dynamics GP and NAV, before ultimately settling into Acumatica for the long haul. I’ve thoroughly enjoyed Acumatica’s evolution—both from a technical innovation standpoint and the continued expansion of depth and capability within the product.My wife, Wendi, and I live in DeLand, Florida—about an hour north of Orlando—with our two dogs and cat. We love spending time on the water, whether that’s cruising rivers, relaxing at a sandbar, or heading offshore in search of fish. We’re also adjusting to the empty‑nest phase of life as our kids have graduated and are gradually making their way off the payroll.Being in F

My name is Kandy Beatty, and I am an experienced Acumatica Consultant with more than twelve years of ERP, finance, and distribution expertise. My professional foundation was built during nearly nine years of Active Duty in the United States Navy, where I served as a Logistics Specialist. The skills I developed in supply chain management, operational efficiency, and problem‑solving continue to guide my work today.Throughout my consulting career, I’ve implemented Acumatica across a wide range of industries—from beauty supply and recycling companies to farms and service-based businesses. I enjoy helping organizations streamline processes, solve challenges, and get the most out of their ERP investment.I am also an active contributor to the Acumatica Community, engaging daily to answer questions, share insights, and learn from others. Watching the community grow has been incredibly rewarding, and I’m proud to be a four‑time Acumatica MVP, recognized for my dedication to helping both users a

Hi Community,At the 2026 Acumatica Summit, they mentioned that the hackathon teams showcased some really creative solutions using AI Studio and LLM prompts. This got me thinking:Is there currently a place where the community can share and discover AI Studio prompts?For example, something like:A shared prompt library where partners, developers, and customers can post prompts they’ve built The ability to browse or download prompts others have created Maybe even a way to rate or comment on prompts so the best ones surface for the communityI feel like something like this could really accelerate experimentation and help everyone learn from each other’s ideas.Does anything like this already exist within the Acumatica ecosystem?If not, would others in the community be interested in something like a community-driven prompt library for AI Studio?Curious to hear what others think and whether anyone is already working on something similar!

Based on testing in 25R2, using Generate Orders for Subassembly pegs the Constraint Date to the Parent Order Start Date (not the individual Operation Start Dates) for the Subassembly orders that are generated.The Due Date is smart enough to look at the Operation Start Date for when the Painted Assembly is actually needed, but Due Date has no impact in the Generate Orders for Subassembly action.We’d like the Constraint Dates for the child orders to be pegged to the OPERATION start date, not the ORDER start date.  Is there a configuration we’re missing?  We do not use APS.Other areas of the system seem to look at OPERATION start date to determine Constraint Dates/Promise Dates/Demand Dates.  I know on the Order Type you can force the MRP system to “Use Order Start Date for MRP”, which pegs all Constraint dates to the ORDER start date, but there is no setting for generating production orders that says “Use Order Start Date [for pegging demand dates]”.  This behavior seems inconsistent wit

Hello, I have added a barcode to Worksheet Picklists to show the barcode for the lot/serial number. However, this is viable even if there is no lot/serial number for the line item (although this barcode is not usable). I saw on another post to set the value under the Visible Expr in report designer, but I am failing to write the correct expression. Does anyone have any idea how to accomplish this?  

Hi All,We are trying to create an attribute using the Selector control type for the BOX ID field on the Boxes screen. We know the Box ID field lives on CSBox DAC, however, when we select CSBox as a Schema Object, Box ID does not show as an available schema field to choose. We are on 25R2 and have created a selector attribute before, any thoughts on why box Id field does not show? Anything special with this DAC or field?Thanks! 

I am in the process of implementing a client with multiple companies in multiple countries.I am trying to set each companu up with it’s own bas currency but I haven’t got the option to do so.I have seen comments about certain things need to be enabled on tenant level and also, that you need to purchase extra features.Where can I see the tenant features that are enabled and where can I see if the extra features is part of the current license? Regards,Carsten

Hello, I am required to initiate an approval process for Cash Transactions.However, I do not want the approval process to apply when the Cash Transaction originates from the Process Bank Transactions form, as those transactions are released by default without manual intervention.Is there a way to identify the origin of a Cash Transaction and bypass the approval process when it has been created through the Process Bank Transactions form?Thank YouAmanda 

Meet Will Howard our Acumatica Community Featured Member for March 2026. It’s great to have you as part of the Acumatica Community ​@WillH!Hi Acumatica community,I'm Will, I'm a Technical Escalation Specialist for MYOB, the regional OEM for Acumatica in Australia & New Zealand.  My days are mostly spent investigating strange issues that have stumped other people, and making the world better for businesses however I can. I help out implementers who have come up against a stumbling block. I've been with MYOB on and off since 2011, with a 4 year gap working for Focus Technology Group, where I was an implementation consultant for a range of ERP products.It was also my pleasure to be the first Acumatica MVP named in Australasia this year.Workwise, I love working with databases, process flows, and data. Bring me interesting problems!  My superpower is probably being good at holding/making entity relationship diagrams in my head and understanding how to join it together.On the forums you'

I’m getting the below error when trying to Close a Production Order: Error: Updating 'Production Item Split' record raised at least one error. Please review the errors.Specify the quantity greater than 0.    Which screen/section should I review to find the split line with 0 quantity? What is the recommended fix for old production orders where the split record has 0 qty (update split, clear allocation, add a completion, etc.)?