Discussion Forums

Since we updated to 2024 R1 and checks now print in whatever order, they are no longer showing up in the Checks and Payments screen in numerical order (in the payment ref. column) See attached.Is there a way to fix this?Thank you,Gretchen 

Hi there, I’ve noticed that GI’s such as Customer Details (AR402000) and Invoices and Memos (AR3010PL) as well as the grid in general does not always show the icon when an attachment has been uploaded against the record.For example, this invoice has a file uploaded against it, but the icon is simply the paper clip with no yellow square behind it. However, when I filter specifically for the invoice number, the icon does show up:  There is definitely something attached:  Any thoughts on why this is happening?

Hello all,I have been working on a DB where I am looking to add the parameter’s default value = @me. But it triggers an error - not accepting @me value. is this a bug? As of now I needed to add the parameter in individual widgets.Also I am trying to add a parameter where if the parameter is empty it should take the value as @me.version - 24R1   Thanks in advance.

Hi, I have a client that just started using Canadian Payroll in Acumatica this year. Basically, I thought I was just able to use the PTO Adjustment Screen to enter the opening balances for their vacation and then jsut run payroll. However, when we go to use PTO hours for their first pay, it says that PTO does not allow negative, which is in fact the setup the client wanted.  My question is what are the steps to have the opening balances of a PTO bank entered in Acumatica? Thank you,Joey

Hi there! Right now we are printing Shipping label on Pick, pack and Ship screen using devicehub. We added the Shipment Confirmation so that it will print as well along with the shipping label, but it will only print when we use 2 separate printer for each of the forms.   Can we print both of the Shipping Confirmation and Shipping label using devicehub on the same printer at the same time? 

We activated Shipped Not Invoiced account for our Sales Orders and it is now causing us problems. We have two entities. Entity A buys from Entity B and sells to end customer. Entity B sells to Entity A and sells to other customers. When Entity B sells to Entity A - it should hit account 50110 - COGS. When Entity B sells to any other customer, it should hit 50940 - Finished Goods COGS. We had set this up by assigning COGS based on item class, which was set to 50940, but in the customer record for entity A we set the COGS account as 50110.  However, now that we have started using a Shipped Not Invoiced account, the system seems to ignore the COGS settings per above. All shipments are flowing to 50940 and is no longer considering the configuration above? Is this a known issue? Does the Shipped Not Invoiced functionality prevent you from specifying the COGS accounts at the customer records levels? Could my set up be wrong somewhere?

I am sure I am missing something. We have a customer who sells items in a different Sales Unit to the Base Unit. We have set up the Sales UOM price in Sales Prices of Price Type Base and Synced to BigCommerce which is now showing the default price as the price on the inventory item (in terms of base units) and the Sale Price as the price from Sales Prices.This all works well when a customer is logged in to the store they see price on the item as in the price from Sales Price asd that is what they will be buying it in. However if the customer does not login the price they see on the item is the item default price which is not correct as they cannot buy it in that UOM.They want to allow prices to be visible to customers even if they are not logged in.  

When I try to connect my bank feed for our Wells Fargo operating account that we access through the Wellsoffice.ceo.wellsfargo.com website it brings me to the wellsfargo.com login which doesn’t work with our CEO credentials.  Anyone know how you connect to the CEO platform?  

Greetings, by any chance is there a formula that allows me to import invoices separated by a comma??from here: Invoice Numberto import like: 

Good day Team, I have a business event that is sending remmitance reports to our vendors when paid by ACH, but some of those emails were not generated, and due to the Payment Method being a ACH, cant print AP642000 Additional Remittance Form, is there a way to make it work for manually running it for ACH?i am talking about this part of the Report Specs: To use this report, on the Payment Methods (CA204000) form, select the Print Remittance Report check box and select this report as the Remittance Report. Check stubs will be printed for the specified payment method and cash account for printed checks, starting with the check with the selected number.

Hello!I’m trying to do a generic inquiry that shows me the sales order and the qty on hand, but some lines repeats.Can you help me?Thanks a lot!  

Hi All. I want to customize the Kit screen to include a barcode reader. Upon scanning the UPC code, the corresponding item should be identified, similar to how it matches the inventory ID. What steps should I include in this process? I am new to working with barcodes, and your guidance would be greatly appreciated Thanks

I am running 2024 R1 and i thought at one point Open Purchase Orders would should up in the grid.   i have open purchase orders.   if you could let me know what areas to check it would be very much appreciated.  we are fairly new to Acumatica and want to get all the value we can from the tool. .    

Hi everyoneI am experiencing an issue with Cost Roll. based on documentation, we should be able to use Cost Roll to update standard cost of BOM item has valuation method set to standard, including material, labour, overhead etc.When we used Cost Roll, it only seems to roll material cost into standard cost, not labour cost. Could you please help me and advise what I might be doing wrong here?Many thanks. 

Hi everyone, I'm trying to configure an import scenario for Payment and Application and I'm looking for a formula that once the Payment Method is selected automatically select the Cash Account. For example, once I select ACH payment Method the cash account is selected by default.  

Hi All,Starting to use Project Management module and we have a couple of questions.  We are on 2023R2.  It appears that on Mobile app, photo log is a little awkward.  From what we see, you would have to create a Photo Log and use the “Files” button to take pictures or select from gallery.  But then they don’t appear on the “Photos” section and only live in the File Attachments.  We then would have to login to the web version and select “Upload from Attachments” to put the photos in the Photo Log.  This doesn’t make sense. Are we missing something? On Android, when taking pictures vertically, the “Done” button is covered up by the bottom home/status bar so you can’t submit the photo unless the phone is turned sideways.  If we do that the changes the orientation of picture.  Again, are we missing something?ThanksSarat 

Hi,I am looking for an Import scenario to ‘Cancel Invoice’ and Release the Credit Memo. Assume the payment applied to the Invoice is voided.Thank youScreenshots for referencePlease find the attached Import Scenario.

Hi Experts,We are currently exploring the development of an add-on for customer-specific pricing in Acumatica. While Acumatica offers robust pricing capabilities, it does not provide native functionality for pricing based on specific customers. After reviewing other ERP software, such as Sage 300, we noticed that they have dedicated screens for managing contract pricing specific to individual customers.Considering this, we believe it would be a valuable idea to develop an add-on that extends Acumatica's pricing capabilities to include customer-specific pricing.Your insights and suggestions are highly appreciated. Regards,Sweta

Hello ARM Experts,I have come across a situation in ARM that have not been able to find a way to overcome the challenge. Here is the scenario:In a single tenant I have quite a few companies and branches that their “Fiscal Year End” falls into different calendar months. Almost every month I have a company with “Fiscal Year End”. So, our master calendar is set up to be Jan through Dec. In my report “Unit Set” I have created all my companies and branches as per their hierarchy. Everything works just fine with one caveat. I can not manage to display the “Calendar Date Equivalent” of “Financial Period” of each “Unit” on the report header.As you know when we run the ARM report (24R2), we can opt to run the report either by company’s “Financial Period” or “Master Calendar”. When we use the “Master Calendar”, the data is retrieved from beginning of the “Calendar Year” through the “Start Period” selected in the ARM report. Take this for example. If a company “Fiscal Year End” is Oct 31, when we

I have the following code set up which prints to a specific hard coded printer name on the devicehub. I’m stumped as to how to create the selector to get a list of printers from the devicehub.  This is what I have so far which doesn’t work correctly as clicking on the selector gives an error: Object reference not set to an instance of an object. The code is below:using System;using PX.Data;using PX.Objects.SO;using PX.Data.BQL.Fluent;using PX.TM;using PX.Common;using System.Collections.Generic;using PX.Objects.CR;using PX.SM;using PX.Reports;using System.Threading.Tasks;using System.Threading;namespace PPCustomOrderProcess{ public class AIProcessOrdersCust : PXGraph<AIProcessOrdersCust> { [PXString] [PXUIField(DisplayName = "Printer")] [PXSelector( typeof(Search<SMPrinter.printerID>), typeof(SMPrinter.printerName), typeof(SMPrinter.description), SubstituteKey = typeof(SMPrinter.printerName), DescriptionField = typeof(SMPrinter.d

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 Josh Wright - Acumatica Community Featured Member for January 2025Meet Josh Wright our Acumatica Community Featured Member for January 2025. It’s great to have you as part of the Acumatica Community ​@jwright! What you may have missed in the Acumatica Community! December, 2024With so much going on in the Acumatica Community I have consolidated recent activities in case you missed anything. 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 people participate, all members benefit - - we need diverse ba

By default, in Shopify, there is a boolean flag to mark if the item is taxable or not as shown below screenshot.This can be updated using the substitution list called SPCTAXCLASSES as shown below. All of the above is done by default. Nothing to do from user's perspective. For customers who are enrolled in the Shopify Plus plan, they could export the actual Tax Categories from Acumatica to Shopify products as there is a field called Tax Code in Shopify for plus customers. Please follow the below entities mapping to do that.  Result: Stock Item in Acumatica.   Product in Shopify after entities mapping export:  

Related to this postI am working on setting the attributes on a service order when creating a service order from an opportunity by pulling what is set on the opportunity. I have gotten it to set the value and work as long as you click “Create and Review”, and then save. The problem is when you click create, the cache is lost and the value does not save. I then tried adding the Persist action to my code, but was getting the error that the attribute value cannot be empty. There was very clearly a value being set because I didn’t modify any other code.I came to find out that if the attribute is required, it can’t save, but if the attribute is not required, it can save and the code works fine. It seems like, it is pulling the default value set for the attribute under the service order type, then saving, then getting my value and saving on top of that because if I set it required with a default value specified, it also works. When it is required and no default value set, it tries to save a

We have a client who wants to integrate Hubspot with Acumatica. Below is the Use Case that they provided. There seems to be many ways to do the integration - could anyone help with advising on the best approach given this use case?Based on our growth strategy, the team would like to be able to: Use Acumatica and HubSpot to analyze historical data and segment dormant customers based on purchase frequency, product preferences, and industry type. Design personalized re-engagement campaigns offering exclusive promotions or solutions tailored to past challenges or orders (e.g., supply shortages). Integrate AI-driven tools to flag high-priority customers for outreach based on order patterns, high-demand products, or potential churn risks. Here is some basic information about what we need for the Acumatica to HubSpot Integration. We need this for analysis, reporting and trigger based automation. Some examples:Create a task for a sales rep when the time between orders exceed XX days (we will c