Discussion Forums

Hello all,I have a list of bills that have been imported into migration mode, as I dont want the GL to be impacted upon release of bills but I want the payments to be recorded against these bills and that the payments should be impacted in the ledger. How to do so? Thanks.

Hello all,I have been trying to import or create first AP bill with a negative balance in MIGRATION mode. But when I try to either import or try to create manually, it triggers the following error: What are all my options to get this done?

We just started using Acumatica at the end of last year. We are running into a problem with allocating product. A couple different issues. We have been going back and forth on how to resolve it with no help. This is one example, I have 10 boxes of Product A. I then put 10 boxes of Product A in an order to be shipped next week. All good for now. However, if someone else puts an order for 10 boxes of Product A that ships out today the system will ship those boxes. The first order for next week did not allocate those boxes. This is constantly happening, and it is really frustrating our customers. I need the system to prevent this from happening for one reason. Let’s say I take a call for someone else’s customer. I will enter that into the system. The system should know if it needs to go to backorder. I can’t be putting it on a sticky note to hand to the sales rep. It needs to be entered into the system.Our previous system would lock those available boxes into an order and if you created a

My company has just deployed Acumatica to our Mexico branch. We noticed the exchange rate pulled from Open Exchange doesn’t match the MX governments (DOF). To resolve this we are going to use Zapier and some Python to pull the exchange rate from the DOF’s website and apply it in Acumatica(Currency Rate (CM301000)).I have worked through adding Currency Rate and it’s details screen to an endpoint. With the following bit of code can get the list of currencies and their exchange rates.Code:cury = { 'ToCurrency':{'value': 'USD'}, 'EffectiveDate':{'value': '2025-02-28T00:00:00'} }endpoint = 'https://tormach.acumatica.com/entity/Magento/22.200.001/CurrencyRate?$expand=Details'req = session.put(endpoint, json=cury)print(json.dumps(req.json(), indent=2))Output:"id": "cc39eca5-673b-444e-a080-8e548c6d80fa", "rowNumber": 1, "note": null, "Details": [ { "id": "e2782637-564c-4cbd-8efd-bfcabea7fdc8", "rowNumber": 1, "note": { "value": "" }, "CurrencyEffect

Hello,I accidentally ended up with almost duplicate Inventory ID’s for some products.  Correct Inventory ID - HEMWPAAD2027 - not associated with any other recordsIncorrect Inventory ID - HEMWPAAD02027 - SO’s and inventory all associated with this ID.Difference is the 0 after the D.  I am trying to delete HEMWPAAD2027 as a tock item, which it looks like it does.Then I want to Change ID on stock item HEMWPAAD02027 to the now deleted (but correct) ID of HEMWPAAD2027.I hit delete, and it appears that this item is now deleted. I try to change ID on HEMWPAAD02027 to the ID I just deleted, but get this error: I hit OK and it somehow goes back to the Inventory ID I just deleted. I’m not sure what to do.  How do I go about deleting and changing the ID’s?Thanks,

Is an item number required for all Deferred Revenue?  We are testing using the Deferral Codes on intercompany rent AR invoice where we are billing the next month’s rent in the current month, but ACM is requiring an item number for that.  We would prefer that we just be able to enter the Revenue Account we want it to go to without having to create an item number for it.  Is that possible?

This happens on every mobile device I try to use Acumatica on. No one in my company uses the mobile app, so I think it’s just never been configured but we have one department that will start to use it soon. How do I go about setting this up?

Hi All,I am looking for a way to permantly delete a user from the mobile app without disabling the user. Mainly just through UAT for now. I have hit the DELETE ALL and DISABLE ALL buttons along with forcing the user to change their password but after that, they are still able to log back into the mobile app, especially with Face ID on the iPhone. Does anyone have a suggestion? 

On the Employee Time Cards page (EP305000) I’m trying to add the Customer’s Name associated with the project on the Summary tab. I created an unbound field and I tried to use the PXUnboundDefault attribute to populate the name, then added the field to the page. So I have an EPTimeCardSummary extension created with this field: [PXString] [PXUIField(DisplayName = "Customer Name")] [PXUnboundDefault(typeof(Search2<BAccount.acctName, InnerJoin<PMProject, On<BAccount.bAccountID, Equal<PMProject.customerID>>>, Where<PMProject.contractID, Equal<Current<EPTimeCardSummary.projectID>>>>))] public virtual string UsrCustomerName { get; set; } public abstract class usrCustomerName : PX.Data.BQL.BqlString.Field<usrCustomerName> { }But when I add it to the page and publish the customization, I get this strange error message after choosing a timecard. The message includes the reference number f

I cannot find how to implement this feature in Modern UI.In Classic UI it was possible by setting property of a grid AllowFormEdit="True".I checked some screens that allow the switch in Classic UI, but it is not available in Modern UI.Is there any plan to implement it?Thanks

Good afternoon,If I were to cancel an item on the order or zero it out to update the order total...is there a way to have the “Applied to Order” on the Payments tab auto update to the new unpaid balance or order total without manually having to adjust?  Thus creating a “Balance” as well on the payment tab.

Hi,Is there any possible way to cancel a quotation automatically by given date ? Thanks,Dulanjana

Hello All,First time user of this platform!I have a two segment subaccount each with two numerics like this 02-08 and need to create a generic inquiry that contains first two numerics of the first segment and the GL account number without the second segment.For example, current subaccount string with GL account is 02-08-6115, I need the GI to show just 02-6115.Would really appreciate help with this.  Many thanks!

Hello,  I am looking to understand how I can generate a simple side panel on the projects screen where it will integrate with distribution, specifically sales orders that have a project code associated with them. The mapping would include utilizing the project ID on the specific project linking to an SO GI to pull in orders with that designation. This would be similar to the projects transactions  detail side panel just for Sales Orders Any help would be greatly appreciated

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share Congratulations to our 2025 Acumatica MVPs!At Acumatica, we’ve made this collaborative mindset our Rallying Cry: “Building the Future of Business, Together.” It means we and our customers, partners, and creators rely on each other to succeed in today’s digital and—let’s be honest—uncertain marketplace, and there are many in the Acumatica Community who elevate this collaboration to a different plane. AI Support Agent Pilot - Need more volunteers! How to Answer Questions on Acumatica Community - We need everyone’s help!Active Participation is needed from every Community user; everyone can provide valuable input using their individual skills and interests.  When more peopl

Hello, Does anyone know how to remove predefined selections from a drop down in a GI? This is from the opportunity screen. There are some of these items in this list we do not use and was requested for those not to be seen as they are not active in our setup or being used on the opportunity stages.  

I'm working on creating a generic inquiry for users that displays their screen access rights in Acumatica such as Revoked, Delete, etc.—but I haven't been able to fine any table that stores this data. Has anyone attempted this before?

where would I find this information so I can write a GI?

Hi, I'm David Gelula — the managing principal at Revive ERP, a dog lover, and now a proud Acumatica MVP for 2025. Being an Acumatica MVP is more than a title to me—it's an acknowledgment of Revive's company-wide culture of innovation, teamwork, and dedication. I oversee our corporate services at Revive—from finance and legal to HR.When I'm not running Revive, I'm probably running to vet appointments. I'm deeply involved in a cause that's close to my heart. I foster and care for special needs and hospice pups. My six fur babies at home are just the start of my lifelong mission to give every dog a second chance. Beyond work and dogs, I'm a huge Star Wars Superfan (yes, I've won the Star Wars Superfan contest three times on Disney Cruises!) and a dedicated supporter of my beloved Chicago Bears. I'm lucky to share my life—and my love for humanity's best friend—with my incredible wife and best friend, Becky. Thanks for stopping by to get to know me. I'm always open to new connections and op

We have had requests from clients to add information to the header of the AIA Report but are unable to connect the tables due to the way the report is designed. One example was to add the Primary Contact from the Customer screen which does not work. This is due to the way the report is structured. You can only use the available tables because the report was designed to not edit beyond the available tables. This should have been an Idea and I am adding as an Idea.  

The DHCP range was entered in the IP Filter tab in user security.  The access history showed a different IP Address for users which must be the router address instead of the device/computer.   Everyone’s IP filter was changed to match the router IP which didn’t work.  Do you have any suggestions regarding the use of IP filters and if there are specific firewall/network settings that must be in place for this to work.  I tried using different browsers, clearing the history, before attempting the logins.  

Hi all, Trying to figure out if I am doing something wrong for the MFA.When activating and enabling MFA it generates the codes as needed and I can also utilize the Acumatica for help with it, yet when I want to login to the Mobile App, I either do not get prompted to enter a Code.The Setting for MFA is set to Required so it should prompt for a known device as well.Is this something that is not available for Mobile App Users?If so, this is a huge Security Gap it seems like. I just feel like I am missing something in terms of Set-up here.

I have a customer exposing dashboards to the mobile app.   When the flag to expose is set on the dashboard it will appear on the mobile.  But later, without any changes, the dashboard is not on the menu of the ios mobile app.  Resetting the flag will sometimes resolveversion is 2022R118Is it required to expose dashboard via the Mobile Workspace?  Or can they simply use the expose flag in the dashboard settings?Has anyone had issues with dashboard on the ios mobile app?This has been presented to support but I am looking for community feedback - thank you   

Hi everyone We have a BOM containing subassemblies. These subassemblies usually contain the same work centres. Is there a way to merge the operations that share the same workcentre when they are phantom routed into the same production order?  So the same operation does not appear repeatedly from different subassemblies. Any suggestions on how we can achieve this? Many thanks. 

Hello!I am required to identify Whether the Invoice has been Reversed from the Invoice itself. The created Credit Memo has the connection saying that this is based on the Invoice but there is no visible information from the Invoice mentioning that this has been reversed. Is there any way that I can take this information from?Amanda