Discussion Forums

I’ve been trying to find an estimate for when the Acumatica Interactive Courses on the Open University will be available again. Can’t seem to find a firm time estimate. Anyone have any info on the matter?

Hello dear community,I was wondering if someone knows how to fix this error.  "Object reference not set to an instance of an object" Error happens when processing Order Type SC in Sales Orders. This is just in one of our tenants.    

Hello! My name is Aasha, pronounced (AH-shah).  I joined the Acumatica community in 2020 when our mid-size construction company switched from being on QuickBooks for almost 20 years to Acumatica. I have learned so much about cloud-based applications ever since and what a world it is! My primary role is accounting/finance driven and has quickly become heavily IT/SAAS oriented. I’ve been with my current company for 8.5 years and have witnessed and been a part of so much growth and technology advancements. I am excited for years to come as our business continues to grow and the challenges it brings. I’ve met some wonderful individuals through our Acumatica partner and also by attending Acumatica Summit. It’s a great time to collaborate with other professionals, learn some new tricks, see what’s coming down the pipeline, and of course having some fun away from the everyday grind 😊 I reside in the Kansas City area. Outside of my professional role, you’ll find me spending time with my young

Donovan “Keith” Ford is the General Manager of Eagle Fence Distributing, LLC a Southwestern Wire Inc Company.  As an officer of the company, Keith holds responsibility for all operations of the five Eagle Fence distribution locations.Keith has been in the fence business for 25 years, beginning on the manufacturing side of the business selling steel chain link fence.  Keith was elevated to GM of Eagle Fence is January of 2018.He has a B.A. degree in Business Marketing and Management from The University of Oklahoma. Keith spends most of his time with his wife Mathea and his two children Nicholas and Bethanny. Enjoys college football, fishing and golf.Eagle Fence Distributing, LLC (www.efdistribution.com), established in 2009, is a wholesale distributor to the construction industry, specifically the fence contractor business. The company is headquartered in Norman, OK and has five distribution locations: Birmingham, Houston, Little Rock, St Louis and Chicago.​@keith ford Moderator notes:M

Does anyone know if it’s possible to create an Approval Map for Purchase Receipts?We need to create an Approval Map that will put a Purchase Receipt into “Pending Approval” status and send it to an approver when the REMOVE HOLD action is executed on the Purchase Receipt screen (PO302000). We currently use Approval Maps for a variety of things, so we have a fairly good understanding of how to create them.But when we tried to create one for our Purchase Receipts, we discovered that “Purchase Receipts” isn’t an option in the Entity Type list. The closest thing to it is “Purchase Orders” which is a completely different object.We also discovered that there doesn’t appear to be a “Purchase Receipts Preferences” screen like the ones used to enable approvals for Purchase Orders, Sales Orders, AR, etc.. The closes thing we could find was the “Receipt Assignment Map:” option on the “Purchase Orders Preferences” screen but that’s for assignment maps, not approval maps.  Has anyone in the communit

We’re exploring using blanket orders with line splits based on Customer Order Nbr. values, and it appears to be working well! We ran into some odd behavior: when creating a sales order with the REST API (using the /SalesOrder endpoint), we’ve observed that the value specified in the a detail line’s CustomerOrderNbr field is apparently discarded in the generated order whenever that line’s OrderQty is greater than one. This does not seem to happen when creating orders using the web UI; only with API-created orders. Is this expected? Anyone have suggestions for how to troubleshoot? Thanks again! 

 Hello, I can update an inventory item with the code below. I’m not suggesting it’s the best way but it works, the description is updated and saved to the database.public SelectFrom<InventoryItem>.View InventoryItemView;public PXAction<InventoryItem> UpdateItem;[PXButton][PXUIField(DisplayName = "Update Item")]public virtual IEnumerable updateItem(PXAdapter adapter){ List<InventoryItem> l = InventoryItemView.Select().RowCast<InventoryItem>().ToList<InventoryItem>(); InventoryItemView.Current = l.First(); InventoryItemView.Current.Descr = String.Concat(InventoryItemView.Current.Descr, "X"); InventoryItemView.UpdateCurrent(); InventoryItemView.Cache.Persist(PXDBOperation.Update); return adapter.Get();}Using the same method I can update a sales order line.public SelectFrom<SOLine>.View SOLineUpdateView;public PXAction<InventoryItem> UpdateSOLine;[PXButton][PXUIField(DisplayName = "Update SOLine")]public virtual IEnumerable updateSOLine(PXAdapter a

Hello! I am working on a GI to display all line items for bill/adjustment. The goals is to have the parameter and condition set to search by the reference number. With the parameter and conditions I currently have set below, I am experiencing an issue. When I view the GI and attempt to search by reference number, no records are showing for AP Bills or Adjustments. there are multiple records in the system.If I search a specific reference number, the results do appear. How can I fix this issue to show all records and reference numbers when you click the magnifying glass? Thank you!

Hello Acumatica friends!  My name is Renee Schafer. I grew up on a small family owned and operated pig farm in Northeast Nebraska. After receiving a scholarship to Nebraska Wesleyan University, I moved to Lincoln where I started as a sales representative at Data Security, Inc. My plan at the time was to work to pay my way through college and then move on... Twenty-six years later, I am the Chief Operations Officer at Data Security Inc., a very busy, but rewarding role.  My current role involves navigating the company through strategic decisions and effective management of all departments while simultaneously working directly with the U.S. National Security Agency, data destruction scientists and electronic media storage experts. I am also a member of the Forbes Business council, the FBI’s InfraGard, FBI Citizen’s Academy, the iSIGMA America’s Advocacy Committee and was the first Certified Secure Destruction Specialist in the state of Nebraska!  As you can tell, I am very passionate abo

I have been working with Acumatica at Haun Welding Supply, a 4th generation business in the northeastern United States, for about 7 years now. I have had the pleasure to work with all aspects of the Acumatica product, providing insight on how to get the most out of the software while enhancing the business. Haun selected Acumatica due to the unique business requirements and the ability to adapt Acumatica as our line of business software was not on the market with how we would need to use it. I have been a member of the developer MVP community since 2019, after joining my first Hackathon in Houston.Being a member of the Developer MVP Community (Now branded the Developer All-Stars) has allowed me to be a part of a team to collaborate and share insights where I would not have otherwise been able to due to being on a small team. I enjoy sharing solutions that I have developed with the community, as I have benefited from others sharing as well. That is one of the things that I love about th

when creating a Purchase Order from a Sales Order, if the same item appears multiple times in the Sales Order, it gets consolidated into a single line in the PO with the total quantity.We need to retain the multiple lines in the PO exactly as they appear in the Sales Order rather than consolidating them. Is there a way to configure the system to maintain the original line structure when generating the PO?Looking forward to your guidance on this.

Hi everyone, I was wondering if there’s a way to add a customer field status in report filter without coding customization?   As you can see in the screenshot we have status U - WO PendingBut I cannot see it in the additional filtering conditions:   Also is there a way to output the Codes too, so that in the filter parameters the user can see both the value and description?  Thank you in advance.

Hi, client has a BOM with multiple operations.  During the Move transactions, is there a way to have the last Operation be the default?   There is a feature for Control Point, but it seems to force this to be a data collection; however it is not defaulting the last operation?  We do not want data collection for each operation.

Hi Community,If I have edited a customization project, but I did not re-publish it back to the server, is there a way to export/ revert back to the original customization project published in a tenant? I made changes I wish to undo that are not in the server because I did not publish it after making changes. When I re-open the current existing project, the changes I don’t want are in the project.  Thanks,RJ

i added conditional formatting to my sales order to this after the weekend the notes and attachments files have disappeared.how do i put it back

Hello all,I have been looking out for scenarios/solutions where I can forward the emails sent to a specific mail id in Acumatica to some another a/c.I checked out the Assignment Map thing but looks like its not what I’m looking for.I tried to create one by putting up a condition where if the Message has the below setup:  Where value field = Email Account ID field<Email address field>.And then under the Rule Actions tab I setup the employee assuming that the mail will get forwarded to that particular employee.I am doing this correct?

i am try to create a report, but for some reason i can’t link ARinvoice to Soshipment

Good evening,Curious if there is a good report in Acumatica that would generate an AR report of aged invoices based on sales person...or would that be more of a customization request?

Shelton Waggener is President of American Asphalt Repair & Resurfacing, the premier flatworks construction company in Northern California.  Now in its 41st year, the firm has grown from a small Slurry Seal company to over 180 employee owners, working across multiple trades including Asphalt, Concrete, Slurry, Seal Coat and Striping to deliver to its many longtime customers. Waggener joined American Asphalt in 2018 to lead a business transformation resulting in a 70% increase in company revenues while moving from an all paper-based model to a digital one focused on collaboration and ensuring information available to every member of the team – on the road, at the job site or from the office.  Those changes have also supported the transition to an employee-owned enterprise where each member of the team shares in the companies advancement.Prior to joining American Asphalt, Waggener served several decades in leadership positions across multiple industries, including as Senior Vice Presi

My journey with ERP systems kicked off early when I was tinkering with my dad's customizations on the MAS 500 platform. My dad emigrated from South Africa to the Bay Area and got into ERP systems early in his career, and watching him work with these systems really sparked my interest. After a stint as a project manager in an aerospace tooling firm, I eventually circled back to my true passion: software. A project for a soon-to-be Acumatica user in the Bay Area blew me away with the platform’s flexibility and power, and I've been hooked ever since.I've been working on Acumatica since 2018 and have been flying solo as an independent developer, crafting integrations for a range of industries—from genetic testing to insurance services. Nowadays, I run a small dev firm called Contou Consulting, but I still get plenty of hands-on development opportunities.Being an MVP really aligns with my approach as an independent developer. I love helping folks who are just a few steps behind me by sharin

I work for Gilcrest Manufacturing, a global leader in cleanroom panel manufacturing. I joined as an apprentice in October of 2022, with no knowledge of IT or business systems, the implementation of Acumatica was in the works, but we eventually went live in April of 2023. We had a fair few teething issues and with the combination of our VAR and internal team we overcame them and are seeing the benefits of implementing Acumatica.First, I was only a departmental superuser for the Contracts team, in which my base role is, delivering training on the system as well as performing my duties as a contracts coordinator which included managing contracts for various pharmaceutical clients, and drawing cleanrooms using our panels in AutoCAD. My involvement with Acumatica grew rapidly, and by January of 2024, I was the business lead for Acumatica, searching for process improvements and exposing bottlenecks for this purpose. In March of 2024, I started a Business Analysis apprenticeship to aid my ski

Hello! I am Jeff, the COO of Tiger Companies, a distribution company based in NJ. My position keeps me busy overseeing various aspects of our operations. My primary responsibilities include overseeing our warehouse, logistics, ERP, and technology systems.One of the most exciting parts of my job has been learning about Acumatica and the many ways it can help us. I wasn't familiar with any ERP before we began using Acumatica; I thank my current knowledge to this community. I read almost every new question posted and use the answers provided to expand my knowledge. I live in a suburb an hour away from New York City. I am married and have four wonderful children. In my spare time, I love to keep busy with DIY projects around the house, always eager to learn new skills and improve my home. ​@Jeff96 Moderator notes:MVP profiles are closed to comments in order to provide the respective MVP with a page they can use for their brand. You may congratulate them by clicking on the user name and pri

We are currently looking at Avalara, Sure Tax and Vertex.  Do you recommend one over another and why?

Does anyone know how to add the following fields as columns to the Approvals Screen (EP503010)Project ID Vendor Doc ID A proper link to the AP attachement or if there is a way to include the AP invoice PDF as a side panelRight now the only way to get this information is to click into the approval to see the bills and adjustments entry, when you need to click into B&A for each invocie is rather time consuming.  I tried to go into the Screen Customization Editor, however it doesn’t seem like the fields am looking for is inherently part of the EPApprovals DAC. As I am VERY new to the screen customizer I did not try to add the custom field, since i don’t know how to link it to the necessary DAC table. Thanks in Advance!  

I’m curious to learn how other clients are using the system to communicate the freight amount to the Receiving department.  Here is the use case:The Purchasing team creates a PO and sends to the vendor.  The goods on the PO will ship via Collect with one of our own freight carriers, so the supply vendor will not invoice us the freight.  The purchasing team knows the amount of freight for this order.  We’re trying to figure out how to communicate the freight amount within the system so that when our Receiving department receives the order, they know how much to process the Landed Cost transaction for.  Currently, we’re listing a non-stock FREIGHT item on the PO so that it transfers to the Receipt document.  However, this causes issues to the Accounting team because it creates a receipt accrual for the non-stock FREIGHT item for a vendor that will not be billing us the freight.  Thanks for any feedback you can provide!Shawn