Discussion Forums

Hello community.Can you tell me if it’s possible to use the Data Field <Count> in a formula in a GI and how can i do that.Thank you.

Hello Everyone,Are the standard Inventory Item Labels in any particular standard label format? (e.g. Avery 5160)Thanks,Luke

Hi,Not sure what sub forum to place this question but, I noticed that the sorting feature in import by scenario screen for 2024 R1 version is not available anymore. Was that removed in purpose?  

Hi all, I know that’s possible to write a generic inquiry and pull in a note from say a Customer or a Sales Order Line.But I would like to be able to add a note that is specific to a generic inquiry itself. For instance, I just wrote a GI for our team that identifies potential issues (undercharged on a sales order, for instance). But I don’t want to use the notes attached to the sales order, because many of the notes attached to the so are important and don’t want them overwritten.Basically, I’m looking for a way so our team can ‘tag’ or highlight a row result in a GI (ie, a tage could mean ‘investigate further’ or ‘ignore’).Maybe I could create a user-defined field called “mark” and then could the end user somehow glag that UDF from the GI? 

In Acumatica version 2024 R2 we are creating a communication with an API that we send a List<string> and they return a List to us<object>, but when sending, it tells us this error  <?xml version="1.0" encoding="UTF-16"?><s:Envelope xmlns:s="http://schemas.xmlsoap.org/soap/envelope/"><s:Body><s:Fault><faultcode xmlns:a="http://schemas.microsoft.com/ws/2005/05/addressing/none">a:ActionNotSupported</faultcode><faultstring xml:lang="es-EC">The message with Action 'http://tempuri.org/IService/ProcesarXmlRecepcion' cannot be processed at the receiver, due to a ContractFilter mismatch at the EndpointDispatcher. This may be because of either a contract mismatch (mismatched Actions between sender and receiver) or a binding/security mismatch between the sender and the receiver.  Check that sender and receiver have the same contract and the same binding (including security requirements, e.g. Message, Transport, None).</faultstring></s

How should we set up the Group/Sort Section to sort the report by Customer Account Name vs BAccountID?I went into the Build Schema, Looked at Sorting and Grouping, and tried to change the groupCustomer to CustomerMaster.AcctName Ascending vs CustomerMaster.BAccountID but I get the wonderful “We’re Sorry!” error... Edition: ConstructionVersion: 2022R2Thank you for your help in advance

I have an scenario, the inventory has a zero cost when it received to project layer and using new warehouse (Cost Separately is enabled) where there is zero cost for the inventory. However, when issuing the same inventory from the zero-cost warehouse for production materials, the system assigns a cost and posts it to the WIP account.

I want o build a dashboard, how can I show the sales orders with credit hold 

We recently used Aatrix for W-2 processing but ran into an issue where many employees did not receive a mailed copy of their W-2. After investigating, we discovered an Employee Payroll Setting that enables consent for electronic W-2 filing on a per-employee basis.We have no idea how this setting was enabled for the majority of our employees or when it was introduced in Acumatica. Users don’t have access to modify this setting, and some employees who had it checked have never even logged into Acumatica.When we filed in 2024, this wasn’t an issue—everyone received a mailed copy. However, we can't find a clear pattern as to which accounts have this setting enabled.Does anyone have insight into how this might have happened?We are currently on 2023R2 - Build 23.209.0023.

 I am an Admin in Acumatica, and I need to update Access Rights by Screen frequently. Currently, I do this manually through the UI, but I want to automate this process.I attempted to use an Import Scenario, but I am facing difficulties mapping the tree structure of the Access Rights by Screen form. I couldn't find a way to properly set access levels for different roles using this approach.Has anyone successfully automated access rights updates in Acumatica?Is there an alternative method, such as using APIs or custom processing, to simplify this process?Any guidance or suggestions would be highly appreciated

How can we void payment without the voiding the payment in EBIZ or any impact to ebiz?  Any workaround here? Thank you in advance. 

Hi need help in this report because the data is duplicating and i need to add the tax id and taxrate on APTaxTran is there another solution tho this?

Hi all,Currently, my company has two branches. Previously, we had only one. My import scenario mapping is working, but after that, it continues to show an error. I checked all the branch settings in both the Customer and Customer Class, but the error still exists.My provider is a Generic Inquiry that pulls data from the Request screen (RQ301000).Pls advise me if you have any idea. Thanks in advanced.

Hey there everyone, Is there a way to connect a Google sheet into an Acumatica screen to get real time data?  

How hard is it to get to seeing the history of a field once the auditing is turned on. I am having trouble finding info on this.

Hello community,Hope someone can shed some light the the this issue that I am having.Trying to set the ‘Create Bill’ field to read only on the Purchase Receipt form, through the Access Rights by Screen form.However,  our attempts to change the access rights to from ‘Inherit’ to ‘View Only’ does not take effect as on saving it.  The higher level access rights setting, which is inherited by the ‘Create Bill’ object, is set to ‘Delete’. 

In the Teams Members SM305030 screen, there are several users that have an error stating “Duplicate contacts have been found in Acumatica ERP.”  It’s unclear how to resolve this.  Anyone else run into this?

Hello - wondering if there is a way to create an attribute, selector type that looks at the GL Account table? I see it as an option to select but the actual account does not appear to be an option in the schema field. Only group, class, cury..   

One of our team has entered a prepayment into the Receivables Payments and Applications area.This was done in error, as no prepayment was received, so the entire transaction needs to be voided/deleted.If we simply VOID the entry/transaction. Will this eliminate from the customer Aging, as well as the General Ledger?  Our concern is what it might do to the customer history and aging.Thanks!

The Require Single Document per Document checkbox is not checked in AP Preferences.  I also cannot find any customization or business event that would populate the Project field on the header of an AP Bill.We have added the Project field (APInvoice.ProjectID) to the Bills and Adjustments primary list and here is an example of what we see:These four records happen to be for the same vendor and there are additional records with company WESTMIN that show Project X.The Detail line for both of the LPC bills has an active Project.  We are on version 23.210.0017.If anyone has an idea why or how the Project in the header is being updated, please respond.

HOW KNOW WHAT ITEM IS IN A CONTAINER

Hi Everyone,We’re in the process of onboarding acumatica platform company-wide and I would love to hear from those who have successfully implemented similar rollouts. We are nervously excited. We are a small business roughly 100+ employees Operations, Wearhouse, service etc. Specifically, i am interested in any best practices, challenges to anticipate, and any insights on training and adoption strategies.If you’ve gone through this process before, i would really appreciate any lessons learned. Looking forward to your thoughts!Thanks in advance,

I’m not sure how to create an “Event” on this site, so I’m posting it here. The Acumatica Summit is coming up in a couple of weeks and it’s always a crazy time, with so much to learn. So much in fact, that no one person can take it all in. Since no one person can take it all in, we’re doing a live broadcast on Wednesday, February 05 at 1:00pm Eastern Time, the week after Summit, to digest what we learned, share new Acumatica 2025 R2 features that we like, etc. For those who won’t be there, like ​@Kandy Beatty (wait, you really won’t be there?!?), this live broadcast will also be a healthy antidote to Fear of Missing Out (FOMO) disease 😀 I’m tagging others who are active on this site and who I’m sure would have a lot to contribute to the discussion ​@Laura02 ​@Naveen Boga ​@Manikanta Dhulipudi ​@darylbowman ​@aaghaei ​@vkumar ​@meganfriesen37 ​@angierowley75 ​@jinin ​@dcomerford ​@BenjaminCrisman (hey Ben, maybe we could broadcast from the same location since we live near each other!)

Hello,One of our people posted an AR payment in the wrong amount (I surprised the system didn’t give a warning that the payment amount entered did not match the AR invoices loaded). Then he did a payment void but did that to the wrong period. So I am looking on how I can fix that so the GL matches the subledger. I can’t reclasify the batch because that does not correct the AR subledger. I can reverse the Journal transaction but again that only address GL and does not correct the AR Subledger. This is the second type of mistake that has been made that I have essentially been told “sorry once its released it can’t be fixed” which does not seem correct. So thought I would reach out to the community.  Thanks

I am needing to clear our entire AP subledger. I am testing the most efficient way to do this and initially thought I would create a new Cash Account (Clearing Account) and Payment Method for this purpose. My goal was to issue a mass (dummy) payment against all invoices which would get posted to the new cash clearing account, as it is not a real payment. I have everything set up but when I open Prepare Payments, the cash accounts do not appear in the dropdown once I have selected my Payment Method.You can see that these cash accounts appear under this payment method:The payment methods also appear under the Cash accounts - example below:Any idea why these don’t show up in drop down? Is there a different approach I should be taking for clearing out the AP subledger then doing dummy mass payment?