Discussion Forums

Hi everyone, I’m Josh Wright! I work for HemaSource, a customer of Acumatica’s Distribution Edition - distributing medical supplies.Here are the top 3 things I’m excited about heading into 2025:Order processing improvements – I’m hoping to leverage newer features like Manage Sales Allocations and Order Orchestration. We’re still figuring it out, as our current process is pretty complex with multiple warehouses and fulfillment strategies. Migrating our customizations to the new UI in the next upgrade. It’ll be a fun challenge to simplify and improve our custom work. Meeting more of you in person at Summit, in addition to my regular meetings with the Distribution CAB and the in-person Utah User Group!Please reach out if you would like to talk ideas and problems! I can help out with Distribution, Customization (C# and low-code), the test SDK, and Private Cloud Hosting.Personally, I like building and being outdoors —whether it’s home renovations, woodworking, or electronics. I also enjoy s

Hi,We’ve recently adopted Acumatica for our business and currently in the implementation phase.I am trying to add the PO owner who is ultimately the purchase invoice approver to the Invoices and Adjustments GI but am failing miserably on the relations from adding data tables. I’ve added employees, users, and EPApproval, but either get random approvers, blank, or invoices duplicating.Ultimately, I am trying to create a widget on a dashboard so our PM’s can see that they have an invoice to approve.Any ideas?Thanks!

I’m Naveen Boga, a passionate Acumatica developer with a deep-rooted commitment to this ecosystem since 2016. Over the years, I’ve had the honor of receiving 5 consecutive Acumatica MVP awards—an achievement that reflects my dedication to knowledge-sharing, problem-solving, and fostering innovation within this incredible community.For the past year, I’ve been working as an independent consultant, a journey that has allowed me to work directly with clients, understand their unique challenges, and create tailored solutions. This experience has been both fulfilling and inspiring, as I’ve witnessed firsthand how Acumatica continues to empower businesses worldwide.My expertise lies in technical problem-solving, particularly in customizations and integrations. Some of my key focus areas include:Architecting and delivering complex business solutions tailored to clients’ specific needs. Collaborating with VARs and end customers to enhance and optimize their Acumatica implementations. Performan

Hello friends, I’m Jennifer Douglas. I am a wife, and mother of three, as well as the Information Technology Manager for Tobacco Rag Processors, Wind River Tobacco, and US Tobacco de Mexico. I consider myself a professional chaos manager both at home and work. My children, 18, 10, and 8 are the center of my world and my reason for working as hard as I do. I love attending their club soccer tournaments, piano recitals, school events, and spending time nightly helping with homework and practices. It’s a nonstop full sprint every day and I try very hard to schedule any travel in such a way that I don’t miss the important events. I’ve included photos of my personal circus, from Easter last year, and the annual matching PJs for Christmas, with Pops and my daughters longtime boyfriend getting in on the fun.I come from a large Italian/Irish/Germain family and as the only girl I thrive in friendly competition. I played sports all through school and to this day don’t back down from a challenge.

 Hello!I’ve been trying my own to figure this out but couldn’tI saw there is two ways for doing this, one is creating a unit set and the other one, that I prefer, is create a column set.As you can see I was able to create two columns but I can’t call the branch I want, instead, the two of them are called together printing the same calc in two different columns.Can you help me? I need to enter a value somewhere to get the branches separatelyThis is my column set Thank you!

Good day,I have a business event that is throwing system errors.  (i have the same event working for another notification for PO Pending Approval emailing workgroups members) The purpose of this one is to send the workgroup members an email when a Quote is pending approval.  I set it up the same; the GI works fine.  I have attached the Business Event and GI.  Below is the system errors.  Any ideas and the issues?  Also, it seems to fire on it own.Thank you for your assistance in advance.EvanCustomMessage = Too many events of this kind (EventID).EventID = BPEventNotifications_SendingFailedEventIdSourceContext = BusinessEventsBPEventName = NXT-Workgroup Notification-QuoteContextScreenId = SM502030ContextUserIdentity = adminCurrentCompany = Critical Infrastructure HoldingsEventID = BPEventNotifications_SendingFailedEventIdSourceContext = BusinessEventsException =System.ArgumentNullException: Value cannot be null.Parameter name: key   at System.ThrowHelper.ThrowArgumentNullException(Except

On expense receipt screen we need customization.We need to add Customer and Customer Name for mobile app.(We can easily add Customer Name for web).But for mobile app. How can we add additional field.Original Acumatica Code:[PXDBInt][PXUIField(DisplayName = "Project/Contract")][PXDimensionSelector(ContractAttribute.DimensionName,typeof(Search2<Contract.contractID, LeftJoin<EPEmployeeContract,On<EPEmployeeContract.contractID, Equal<Contract.contractID>,And<EPEmployeeContract.employeeID, Equal<Current2<employeeID>>>>>, Where<Contract.isActive, Equal<True>, And<Contract.isCompleted, Equal<False>, And<Where<Contract.nonProject, Equal<True>, Or2<Where<Contract.baseType, Equal<CTPRType.contract>, And<FeatureInstalled<FeaturesSet.contractManagement>>>, Or<Contract.baseType, Equal<CTPRType.project>, And2<Where<Contract.visibleInEA, Equal<True>>, And2<Feat

Hi, I’m Dave Munson and I own Saddleback Leather Co. We make the longest lasting, over engineered leather bags in the world. Our bags are so durable that we offer a 100 year warranty.  I designed the first bag while I was teaching English in Mexico over 20 years ago and I’ve survived terrorists, swindlers and an assassin to build the Saddleback brand. I’m married to my hot wife, Suzette and we have two children, Sela and Cross and a whole bunch more in Rwanda.  We moved to the Fort Worth, TX area in 2016 and live in safari tents.  I love traveling and meeting people all over the world.  Probably the coolest experience I’ve had recently is walking with lion’s with a king in Zambia. Acumatica has helped our company by creating a seamless integration with our Ecommerce platform Big Commerce. Additionally, the customizable dashboards and modules have allowed us to tailor the platform to our unique needs. The real time inventory tracking, planning and data analytics and reporting have been

I’m Andrew Pistorius and I’ve been in the Acumatica community since 2022 when Mid-States made the jump from a combination of QuickBooks, spreadsheets and disconnected on-premise  systems to Acumatica. I serve as CFO at the Iowa-based, family owned and operated business, but have had lots of experience with data, systems and reporting in my career, so I led the charge on implementation, user training, customization and process enhancements (along with the support of our VAR).  It’s been really fun to find new corners of the system that can solve problems and enhance processes for the business, which has grown in both scale and sophistication since go-live. I’ve had the opportunity to present the last three years at Acumatica Summit on various ways we are finding success using Acumatica and enjoyed the conversations it sparked with others. We usually end up with a new idea from the Summit and have appreciated the organic nature of relationship building there.I’m from central Iowa, and th

I have created a custom screen which contains two grids in separate tabs. one grid is a read only grid. while other grid allows to CRUD operations. In this grid I use fully custom DAC. when I trying to insert data, even when insert correct values (not null) for each column sometimes it gives “cannot insert values to columns since null”.  Even I set values after clicking save button it inserts an empty row as above.DAC:using System;using PX.Data;namespace EMPPlanningToolR4N5{ [Serializable] [PXCacheName("PTFillerReelWidths")] public class PTFillerReelWidths : IBqlTable { #region Width [PXDBInt(IsKey = true)] [PXUIField(DisplayName = "Width")] [PXDefault(0)] public virtual int? Width { get; set; } public abstract class width : PX.Data.BQL.BqlInt.Field<width> { } #endregion #region PaperTypeID [PXDBString(2, IsKey = true, IsFixed = true, InputMask = "")] [PXUIField(DisplayName = "Paper Type ID")] [PXDefault("##")] [PXSelector(typeof(PTPaperTyp

Hi, everyone!I’m the Tech Solutions Director at Interastar and have been an Acumatica Developer since 2014. My expertise lies in architecture design and custom integrations. After attending my first Acumatica Summit in San Diego and participating in the first Acumatica Hackathon, I became actively involved in the Acumatica developer community. In 2018, I was honored to become an Acumatica Developer MVP. Since then, I’ve had the privilege of helping the community grow by writing blog posts, answering questions, speaking at Acumatica DevCon and Summit, participating in hackathons each year, and collaborating with fellow developers on open-source projects like Acumatica Surveys.For me, being an MVP means having a responsibility to help other professionals improve their skills with Acumatica so they can create value for themselves and their organizations. It also gives me the opportunity to connect with talented people, make new friends, and learn from their expertise.I live in Mexico City

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.