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My name is Rafael Mijares, and I am the CEO of Cloud Info, a Gold Certified Acumatica partner based in Mexico City.We switched from Dynamics SL to Acumatica in December 2012, so now it is 12 years ago.We have 22 active Acumatica customers. 20 in Mexico, 1 in Panama and 1 in Costa Rica. We are looking forward to adding 11 more during 2025.Most of our customers are distribution and construction companies.Additionally, we are in charge of the Mexico Localization for Acumatica, and we are constantly improving it and keeping up with changes in the Mexican government requirements. We also do regular upgrades for every new Acumatica version, twice every year.We really like working with Acumatica. The company, the product, and the community, are all very important reasons.I have been honored with the MVP badge because of my personal commitment to lead the presence of Acumatica in Mexico. I am grateful for this important distinction.Me and my wife Carolina have 4 children, all married, and 2 be

Hi everyone,I have an invoice report that is truncating text for no apparent reason. In screenshot below I blacked everything out except the “NO”. On the actual invoice, transaction description shows “NOV2024”. As you can see, there’s plenty of space for 5 more characters. I set field to “CanGrow” (see settings in second screenshot). Any ideas?   

I had import AR to Import by scenario, but it has notification That “Customer ID Can't empty “ . Please give advice and Thanks so much.     

We seem to have many States (State-CountryStates) within Countries (country-CountryID) that are setup incorrectly over the 7 years we’ve been on Acumatica/Merged in Data and this is causing issues now that we are using an External Tax Provider.How do we get a request in for Acumatica to develop the ability to have an Active checkbox on these states so that we can deactivate them when they’re incorrect?The best I can come up with right now, is marking them do no use because without being able to update all records where they’re referenced which are now complete/locked records via SQL I can’t remove them as they’re referenced in a record.“State (IN, MUMBAI) cannot be deleted because it is referenced in the following record: Address (105882).” Tagging some of my favorite people in case they can point me in the right direction ;) ​@Doug Johnson ​@Laura02    

We have AP document handling set up. We use a Gmail account for vendors to send invoices.Originally we had Acumatica set up to read directly from the gmail inbox. But, we intermittently got RSC datetime format errors. When we got these errors Acumatica would error and not read any emails. Acumatica support directed us to set up a gmail folder and point Acumatica to that folder. Since gmail doesn’t have folders, we added a label, via gmail filters labeled all incoming email with an attachment with that label, and pointed Acumatica to that label using the folder setting. This change resolved the datetime format error.Our vendors usually send invoices in batches - each invoice in its own email. Acumatica only reads the most recent email from each vendor; the other emails remain in gmail as unread. (This problem existed prior to the label change as well). This problem appears to only exist for each batch.We are on Acumatica version 24R1, use IMAP and Oauth to connect to our gmail account.H

Hi! I have enabled the mass update function on a GI for ‘carrier’ and ‘carrier location’ fields. These two fields are user define and pulls in vendor and vendor location. When I do a look up in the values for update screen, I can only search by Vendor ID not the Vendor Name. Same with location, I can only search by location ID not the location name. Is there a setting somewhere that I missed that is preventing me from searching by the names? Thanks!!Test Vendor is an available carrier to selectCannot search by Test Vendor 

We’re getting ready to switch our ecommerce site to Shopify and I am in the process of trying to export our open non-web orders to the site so customers can see their order status.  We’re on 23R1 for now (planning on upgrading after this migration).  We’ve setup a new order type for orders being imported from Shopify (WB).  I have also configured an existing order type (SB) that we want to export.  The sales order entity is configured for a bi-directional sync direction.  After running some tests on a handful of our open SB orders, they’re being exported as expected and at first glance everything is working great.  However, after these SB orders get created in Shopify, the connector sees that they have been modified externally and the next time I process one of them a bunch of fields get updated in the ERP that we do not want to change.This list is not exhaustive but here are some changes I am seeing happen after the re-import:Both the Order date and the Cancel By date get changed from

What would cause the following behavior? Everything prints except the document details (Customer details, line items, etc.). It started occurring after a recent update to 2022 R2 Build 22.218.0023. We are using Device Hub when processing the print. The printers are set in the users profile. 

Hello all,Can anyone guide me on how one can make use of Acumatica for cheque printing. I am looking out for start till end steps & how to test it & process in real scenario.Thanks.

i am not able create check after upgrade acumatica in october 2024got this error{"message":"The request is invalid.","modelState":{"":["An exception occurred during input parsing"]}}please suggest me but missing my endpoint https://local//entity/Acumatica/1.0.3/Checkjson body this {"CuryOrigDocAmt":{"value":0},"CashAccount":{"value":"10060"},"Type":{"value":"Check"},"Vendor":{"value":"V001097"},"CurrencyID":{"value":"USD"},"Hold":{"value":false},"PaymentAmount":{"value":10.19},"PaymentMethod":{"value":"CREDITCARD"},"Details":[{"CashAccount":{"value":"10060"},"PostPeriod":{"value":"102024"},"BranchID":{"value":null},"InventoryID":{"value":null},"OrderQty":{"value":0},"WarehouseID":{"value":null},"AmountPaid":{"value":10.19},"Balance":{"value":10.19},"CashDiscountBalance":{"value":null},"DocType":{"value":"Bill"},"ReferenceNbr":{"value":"001301"}}],"PostPeriod":{"value":"102024"}}

Hi,I customized a ARM Balance Sheet Report to reflect 6 different branches at a time. What formula can I use in each column to pull the branch name automatically versus having to input manually for each colums? Here is a snapshot of the column set and highlighted fields.   Thanks,Frances   

Hi All,Our company is currently in the implementation phase and go live with Acumatica in the next couple of weeks.We are a UK based construction company and have been back and forth with the implementation team to see what we can do with applying retentions to invoices rather than creating a separate retention invoice.I’ve seen on here, about a year ago, that a development request had been submitted but unsure if there is an update or solution?As a construction company, we do not request our subcontractors to send a separate release of retention invoice at the end of a project, nor do we send one to our clients; they are combined on the last invoice at practical completion.The retention module currently acts independently to produce the retention invoices but is there a way to manually override? Not ideal as I believe this will disable the retention module along with us not being able to use the AIA report.We have noticed that the PO determines how many item lines can be processed for

Scenario: Issuing a Bill with a 5-Step Approval Flow A company, prepare bill to customer and needs approval before processing the payment.🔹 Approval Steps:1️⃣ Step 1: Accountant Review – Checks bill details and submits for approval.2️⃣ Step 2: Finance Manager Approval – Verifies bill accuracy and compliance.3️⃣ Step 3: Department Head Approval – Confirms budget availability.4️⃣ Step 4: General Manager Approval – Ensures approval for major expenses.5️⃣ Step 5: CEO Final Approval – Authorizes high-value payments before processing. Thanks in Advance  

Hello, I have a GI where add new button is not working. If I click the button nothing happens. It works well for all other GIs. Is there any change that I can do in the GI?I have attached the GI here.

Every time I try to search a customer or phone number with the universal search, I receive an error message. We have tried restarting the full-text search, cleared the cache, processed all in the rebuild full-text entity index, rebuilt a new database for my site, upgraded to the most recent version, and applied a new license. The problem still persists. 

I have two custom fields Absolute Variance Quantity for rows and Total Absolute Variance Quantity in the header. I can get these fields to update via PI Review and Scan and Count just fine, but when I do an action such as Set Not Entered To Zero, the custom header field won’t update.Here, the only value that got send to the custom header field was the first line (21), but the header field should be close to 101,772Here is my code for the field definitions and this screen:INPIHeaderExt.usrTotalAbsVarQty[PXDBQuantity][PXDefault(TypeCode.Decimal, "0.00")][PXUIField(DisplayName = "Total Absolute Variance Qty.", Visibility = PXUIVisibility.SelectorVisible, Enabled = false)]INPIDetailExt.usrAbsVarQty[PXDBQuantity()][PXUIField(DisplayName="Absolute Variance Quantity", Enabled = false)][PXFormula(null, typeof(SumCalc<INPIHeaderExt.usrTotalAbsVarQty>) )] Code Editor: INPIReview (Physical Inventory Review)using System;using System.Collections;using System.Collections.Generic;using System.L

My name is Zoltan Febert, I work for Net at Work as a Senior Software Developer. I started working with Acumatica ERP in 2019 and joined the company in 2022.Being a member of the Acumatica community is a real pleasure, and I truly like helping other developers in reaching their objectives.I was born in Hungary and I began programming in high school. After university, I joined a group of young engineers who were rewriting pharmaceutical software for Windows that was based on MS-DOS, which is how I first became involved with ERP systems. Since then, I have worked in a variety of businesses, but ERP systems have always been a part of my experience.My family and I moved to Manitoba, Canada, in 2015. We enjoy hiking, riding, swimming, and running in the outdoors when we're not working.When I'm not on the trails or in front of a screen, I like to discover new places, read about the past, and find decent coffee. In addition to enjoying the cuisines of home, my family and I have a strong appre

I am Manikanta Dhulipudi, Customer Experience Supervisor at NetAtWork India.Since joining the Acumatica ecosystem in 2021 as an Implementation Consultant, I have had the privilege of contributing to the community and growing alongside it. Transitioning into my current role has been an enriching experience, allowing me to leverage my expertise to enhance customer experiences. I am truly honored to have been recognized with the Acumatica MVP Award for the third time. I deeply appreciate the opportunities the community has provided for learning and professional growth.Beyond my professional endeavors, I am fortunate to have the unwavering support of my wife, Viharika. Our daughter, Medhasvi Saanvi, who recently started school, brings immense joy to my life. In my free time, I enjoy playing cricket, spending quality time with my cousins and friends, and cherishing moments with my daughter and my brother’s children, Snigdha and Parish.I would also like to extend my sincere gratitude to my f

For example, M &T Bank as bank name is rejected when entering data.  A developer can change the regular expression to “fix” this but will this cause issues with banks?

I have a customer with a credit balance on their account. They have called requesting we issue them a check for this amount, to bring their account with us to a zero balance.  How do I do this?

I am trying to pull a report for my client that shows all activities for Journal Entries including the workflow entries. I have already mapped in generic inquiries the audit history to GL Batch and EP Approval using the combinedkey, but I noticed the rejection in the Audit history has a GLBatch combinedkey and not a EPApproval Approval ID. This indicates that the record is only recorded in the audit history table and doesn’t have any corresponding entries in EPApproval.Is there anywhere in the system that the rejection reason is recorded and kept after the JE has been approved or deleted? The system is version Build 24.111.0011.Thanks!

I was often asked by customers for an easy way to have an opportunity journey that reflects how it has progressed over time.By using some custom fields, notes and business events, I’ve managed to give them a friendlier version rather that checking the audits.Here’s an image that shows the results:Basically it shows changes on some selected status fields for the opportunity, the person who made them and the time stamp. Also, I added a optional icon that highlights the relevance of the change.This allows the user to get a good idea of how things have progressed in a way that’s easy to undesstand.If anyone is interested in implementing something like this, please let me know so that I can expand on this note.

Is it possible to remove a report completely from Acumatica if it was saved to the server by using the command “Save to Server” in Report Designer.I tried searching for the reports in the Acumatica folders including ReportsDefault but coming up empty.I assume it is located somewhere in the database. Much thanks

Hi, I have a report generated from the report generator. How do I add this new report to the Inventory menu group? Thanks,

Hi folks!I'm Yuri Karpenko, the Founder and CEO of PUGET DIGITAL - an e-commerce agency and system integrator for the Acumatica ecosystem.It's a great privilege to be an Acumatica MVP and serve the community by sharing my knowledge and some tricks in Acumatica, Shopify, BigCommerce, or in the way they are connected.I've been in Acumatica space since 2019, in different roles, starting as a support consultant, then implementation consultant, SME for Retail Edition, and finally as a leader of a digital agency that caters to Acumatica clients and works with Acumatica VARs.I take pride in the high quality of work that we deliver to our clients and their customers. As a Christian, I believe that everything exists for the glory of God, and my work is one of many areas where I try to achieve that goal - glorify God by serving others.Aside from work, I am a father of 3 and a husband of the one and only. My hobbies are my kids' activities: competitive swimming, artistic and rhythmic gymnastics;