Discussion Forums

Hello - we recently implemented the Ecommerce edition to our existing distribution edition  to connect with our Shopify store.  We do not have any 3rd party integrations for calculating tax in Acumatica as most of our business runs B2B, so we manually set up Tax ID’s and zones and apply them whenever necessary.One area that we do have to charge taxes in via web sales.  For most states, we are only dealing with a single flat rate per state.  However, there are a few states, like California, where you are charging State + County + Local in some cases.Shopify handles this as 3 distinct API calls, as opposed to a single calculation of tax and a pass to Acumatica.I’ve tried to do some mapping to change all the incoming tax rate names from Shopify to match up with my associated rates in Acumatica, but with this being 3 calls in the example above, it seems like Acumatica wants to add 3 rows with the same Tax ID name, which it obviously can’t do/will error.I know you can build out more robust

Our client would like to Create a Sales Order then Select a po to link to and have all items on the PO come back onto the Sales Order.   We understand how to do this line by line.   They may have 30 line items on the PO and dont want to have to enter 30 line items on the Sales order and then link each line by line.   Is there a way to do this? 

Good day,The user entered a CO with a quantity of 1 and an amt.  However, the Task associated with the non-stock item showed only the amount.  When we ran the Project Billing the invoice only showed the amount without a quantity so the invoice was incorrect by the amount. I can’t see why the issue that caused the issue.  the CO was correctly entered.  See the Revenue Tab below.  The item is non-stock.Is this a setting issue?  Preference.  Billing Method?  We need to revise the invoice.Thank you. 

Does anyone know what is the difference between the  PMTran.Date and PMTran.TranDate? The PMTran.TranDate is not visible to user out of the box and is defaulted to the BusinessDate. User can enter and edit PMTran.Date though. So, the question is what the purpose of PMTran.TranDate is when it is not available to user?

We have been unable to submit an ROE file processed through Acumatica, because Service Canada is rejecting the file type.  The file has to be in BLK format.  We have tried numerous ways to get this to work, but it appears that Acumatica needs to automatically convert the XML file to BLK when it’s processed and saved to the computer.  (Our previous system Sage converted automatically.  The file was in BLK before saving to computer)  Seems like a programming issue in Acumatica, but so far, support has been unable to figure this out.   I’m wondering if anybody using Canadian Payroll has had to process a termination and use Acumatica’s ROE feature?   And if so, how has it worked for you?  Hope this all made sense.  I am not a system analyst and my terminology may be confusing.  lolThanks!

Hi I have two field StartDate and EndDate which are of type DATETIME in my Customization project.Now want to add the codindtion in which start date and end date are independent on each other.Conditions are :--Cond 1 → EndDate > Start Date  → If the Start Date is selected firstCond 2 → Start Date < End Date → If the End Date is selected firstMy DAC fields are the below fields#region StartDate[PXDBDate()][PXUIField(DisplayName = "Start Date")]public virtual DateTime? StartDate { get; set; }public abstract class startDate : PX.Data.BQL.BqlDateTime.Field<startDate> { }#endregion#region EndDate[PXDBDate()][PXUIField(DisplayName = "End Date")]public virtual DateTime? EndDate { get; set; }public abstract class endDate : PX.Data.BQL.BqlDateTime.Field<endDate> { }#endregion

I had learned how to create a new sale price, But I can't find the warehouse, and I can't create it. Please kindly advise and thanks for your support and helping

Does anyone know why the Bank Field Import date isn’t adjustable after you setup? For some reason our bank feed only pulls data as an example from 11/22/24. I like to do daily bank reconciliations but for some reason I can’t edit and pull in posted transactions from 11/23 to 11/25.For one other account, it can’t seem to get past 10/31/24 and I can’t edit.See below. 

I altered the EPEmployee table and added the above columns using a script. After that, I added the corresponding DAC records. However, even after publishing the customization, I still encounter this issue. Why am I getting this error?Script e.g:ALTER TABLE EPEmployee ADD      Usr____ VARCHAR(150) NULL,      Usr____ VARCHAR(50) NULL; 

Hello. I’m trying to create a Generic Inquiry that pulls information from the PREmployeeAttribute screen which resides under Employee Payroll Settings > Tax Settings.I have the GI created and linked with the PREmployeeAttribute table but I’m not sure how to specify which ROW and COLUMN that GI pulls.For example - when I choose Object: PREmployeeAttribute > Data Field: value it will return the social security number. I’m guessing because that’s the first value on the table. But I want to add another column / row in the GI that pulls the ‘value’ from the Ethnicity row. 

Is there a way to allocate inventory on a sales order as soon as the sales order is released (in open status)?

How do assign individuals as requested by in the Creating a new Requests Help says employee record, but dont see anything related to Assigning users as requestor or no roles as requestor. Question what is the setup for Internal requests

So I was calculating the % completion on a project in a generic inquiry by dividing the actual costs to date by the Revised estimated costs on a generic inquiry.  After some help from the community I was finally able to get the formula to not error out.  The ending calculation was not correct so I took out the division piece and had it show me just the top number and just the bottom number but those are not pulling correctly.  I used the same fields that are existing on other lines the generic inquiry. I’m usingPMBudget.Type= ‘E’ and the PMBudget.ActualAmount for the cost to date PMBudget.Type =’E’ and the PMBudget.RevisedAmount for the Revised Estimated costs. If I just pull those lines that already exist Actual Cost to date and Revised Budget amount and setup new lines copying the same formula.  I get different amounts.Here is the results the column and the test column next to it have the exact same formula I copied and pasted but they come out with different results?Original Cost to

Good day - I am trying to run an import purchase orders scenario, but without lot tracking. I have followed your scenario but I am not getting it to work. Can you take a look and see what I am missing please?Many thanks.

I’m trying to get a contact email from a Sales Order to a email, however, this is bringing in the Contact ID and not the email. I’ve tried to get the email in the box, but only the ID is able to add an attribute. IS there a way to convert the ID into a Email. 

Thanks everyone for the help recently on creating some new Dashboards, learning lots! A new issue/opportunity that has popped up:I am trying to create a meter widget that shows our sales reps their Margin dollars compared to their Margin Quota.The Margin Quota is stored in an attribute in the employee table.We have the GI already focused in on the individual employee but not sure how to have it pull in the Employee Quota attribute for that particular employee.Here is the attribute: Thanks

Hi,We have an inherited client that is on 22.214 and needs to go to 24.210. I know there’s not a direct upgrade process and there will be a couple steps in between. I * think * the path is this: Current Version Build Update Intermediate Version Final Version 22.214.0019 22.223.0007 23.120.0004 24.210.0019  My questions are these:Do I create a sandbox for just the 24R2 version, or do we have to test in each? Does Acumatica process the upgrade sequentially in one evening, or will the client have to ‘live’ in each progressive version for a particular period of time?I haven’t processed an upgrade like this and want to be as efficient with the client as possible.Thanks!

Hi All,In our legacy ERP system, we had close to 30 product categories (out of the box item grouping feature) that grouped items together for various reasons (for finished goods, product line, and for component parts, categories were created for some of the parts based on functional usage).These product categories don't share many of the attributes defined in an item class: -stock/non-stock-finished good/component/subassembly/service/expense/labor-valuation method -posting classs-lot serial class-base/sales/purchase units -cycle count code-price class -default mark for (purchasing or production).On top of this, the finished good items often can be used in multiple product lines. ------------------------------In Acumatica, I created item classes that corresponded with the existing product categories. Next, I added a second segment which attempted to summarize a homogenous set of items within the product category (finished goods, average costing, same posting class, default mark for, ser

I am trying to enter a formula into a generic inquiry that gives me a % of completion based on:cost to date/estimated budgeted costs * 100When I started I kept getting a div/0 error so I wanted to write the formula as follows  if the cost to date or the estimated budgeted cost was less than or equal to zero then column would return a value of 0 otherwise it would return the value of the calculation.  I am just learning the syntax of more complex if then statements. I have tried everything and moved from syntax errors to index out of bounds. Here is my formula that is now generating a invalid string constant error. =iif([PMBudget.Type] = ‘E’,iif(([PMBudget.CuryActualAmount]<=0) or ([PMBudget.Revisedamount]<=0) ,0,([PMBudget.CuryActualAmount]/[PMBudget.Revisedamount]),0)      It seems like it should be a fairly simple formula but it just not working.  I’m missing something.

Hi all,We’re working with Acumatica 2024 R2 in an on-premise training environment (non-production), specifically using a company database labeled U100 for internal testing and sandboxing purposes.As part of this testing, we’ve created a new tenant (TEST01) and are attempting to import a 12GB snapshot taken from our main tenant. The goal is to explore how Acumatica handles large snapshot imports — especially for potential future use in proactive backup validation and internal restoration scenarios.What we've done so far:Confirmed web.config includes:<httpRuntime maxRequestLength="2097151" executionTimeout="3600" /><requestLimits maxAllowedContentLength="12884901888" />Placed the snapshot directly in:C:\Program Files\Acumatica ERP\Snapshots\U100\Attempted import via the Snapshots (SM203520) screen — received:“The file exceeds the maximal allowed size (1048576 kb)”Attempted CLI import using PX.CommandLine.exe with:/method=import /snapshot="..." /tenant=TEST01Resulted in an exc

Hi,What are the steps to configure or use the GS1 barcode in Acumatica? Any example? Thanks,EV

A number of our clients are struggling with the new credit card processing workflow, where the pre-authorized amount is a cap for capturing.  Scenario: sales order is created with the amount of $100.  Credit card is pre-authorized for $100.  There is not integration with carriers through Acumatica OR (more often) it’s an LTL order, for which there is no integration in Acumatica.  So, the freight price cannot be estimated at the time of Sales Order.  Shipment is created and confirmed.  The freight price is received either from a 3rd party app or entered manually.  Invoice is created.  The invoice is now for $100 + $20 (shipping charge).  Since the card was pre-authorized for $100, the client cannot charge $120.  There are 2 options at this point: a) void pre-auth and create a new payment for $120; b) charge $100 and create another payment for $20.The issue with the first approach is that voiding does not remove holdback from an end customer account, and if they are short on money, the s

I’m encountering an issue with the Purchase Accrual Report in Acumatica. I have a Purchase Order (PO) with multiple Purchase Receipts (PR) and some returns against it. However, I noticed that:The returns are appearing in the accrual report. The purchase receipts (that were not yet billed or returned) are missing from the report.Has anyone experienced this issue before? Any insights on why the receipts are not showing and how to correct this?Appreciate any guidance!

Good morning, we receive the following error when entering a record for a vendor. The Vendor was recently created on on 1/17/2025. We were able to add a record on the 17 but then it didn’t let us add a second record. We were able to workaround this issues by changing the record date to 2015 and then once the record was accepted we changed the it back to 2014 date. Is there any settings that may be preventing us from entering Bills from 2024?     

Hi ALL,How to enter Hours/Minutes with DateTime Control Type Attributes ? Best Regards,NNT