Discussion Forums

Hello, Occasionally, when adding a new payment to an existing sales order with a PUT to the /Payment endpoint, the request succeeds (HTTP 200) but the response body is nearly empty. Rather than containing a Payment structure with ReferneceNbr and other fields, the server gives us a response body like this: {"id":"912d9149-55a4-4b1c-8575-73ebbfc2027c","rowNumber":1,"note":null,"custom":[]} This is problematic for our use case, because we need to store the payment’s ReferenceNbr, which is missing. Is the expected behavior? It appears to happen rarely, but I haven’t been able to determine the cause. Any recommended way to work around it? Any help is appreciated, thanks!

Is it possible to re-use of Blob format in acumatica.(E.g:Data.uploadfilerevision table). If So, How?

We have customers with multiple locations that are all setup as separate accounts.  There is a “parent” account that all invoices are sent to.  Each location has different contacts and the parent company wants bills with each locations name because they have checks with each location’s name and address.Our problem is how to apply a company wide credit limit so that when it is calculated it considers all the “child” accounts also.Thank you for any insights

HI All, I have a processing form built on the graph below, and so far, I can’t for the life of me get the Processing buttons to show.  I’m wondering if this is due to the processing form running on a DAC with the PX Hidden attribute - have never tried this before, or am I missing something else?  There is a View Delegate involved which takes data from a MASCCommissionDetail DAC which is persisted to the Database, and summarizes the data into a List of MASCProcessDetail.  The form is shown below.  This works exactly as required (except that there is no Process/Process All buttons visible)The MASCProcessDetail DAC is marked with the PXHidden attribute:  Essentially what I’m trying to do, isSummarise all the data in MASCCommissionDetail into MASCProcessDetail.  There is a many to one relationship between MASCCommissionDetail (many) and MASCProcess Detail (one), and when the processing form runs create one record  in APInvoice for each MASCProcessDetail record.  (I know how to do this part

Greetings, Acumatica Community! I’m Laura Barber.  I am so excited to have earned 4 consecutive MVP awards for my volunteer work in the Community.  (I have answered more posts than anyone else in the galaxy – answering a high volume of questions is how I earned my MVP awards.)  It has been my great pleasure to assist others by posting ideas and answers as a way of “giving back” to the ERP industry, where I’ve spent my entire career.The call center of Solomon Software is where I started many years ago.  After leaving Solomon Software, I worked for eight different Partner organizations and also worked for a brief time at Acumatica, Inc.  At first, I managed Technical Support services for clients, later transitioning to Training and Implementations.  Acumatica first entered my life in 2013.   In November 2025, I started a new position at WM Synergy.The best part of my job is encouraging beginners and helping them understand their new accounting systems. I also love migrating historical da

Hello everyone! My name is James Harris, a Solutions Architect from Salt Lake City, Utah. My journey with Acumatica began in 2018 when our company was searching for a modern ERP solution to replace an outdated system. What started as a mission to find a better platform quickly turned into a deep, ongoing involvement—not just in implementing Acumatica, but in shaping how businesses leverage it for success.With a background in IT, Project Management, and Military Networking Technologies, I spent years optimizing global tech stacks, progressing from Systems Engineer to IT Director. Over time, my experience evolved alongside Acumatica itself. I’ve led full-scale implementations across Manufacturing, Distribution, and Field Services, gaining hands-on expertise as the platform expanded. Prior to Acumatica, I worked extensively with QuickBooks, Dynamics, Sage, and NetSuite, giving me a broad perspective on ERP systems.Today, at my third company running Acumatica, I serve as a Solutions Archit

Hi! I’m Gabriel, founder of Velixo—the go-to Excel reporting tool for Acumatica users. Originally from Québec, Canada, I’ve been working with Acumatica since 2009 and have loved watching this community grow. I even take my Acumatica polo with me everywhere—including the Gobi Desert! Always happy to connect—don’t hesitate to reach out!​@Gabriel Michaud 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 private messaging them.The Acumatica MVP program recognizes outstanding community engagement, technical expertise, and thought leadership in the Acumatica ecosystem — honoring individuals who excel in driving innovation, supporting users, and promoting best practices for collaborative business growth. For more information on what it takes to become an Acumatica MVP, please check out The Acumatica MVP Program guide.

We are running 2023R2.  We setup Inventory Item Access restriction so that certain stock and non-stock items are restricted to certain users (mainly along branch lines).  While the users can only see the items they are allowed on the main Inventory Stock/Non-Stock items GI screen, it appears that they see ALL items when they are trying to pick items in Project Quotes (Estimation tab) or Project Cost Budget (and perhaps in other areas).  Does any one know if this is a known issues or is there something we are not doing right?  Thanks in advance for your help.

I’m hoping someone can point me in the right direction; I’m guessing there’s probably even some stuff in the standard help that covers this but I’m striking out.If I run one of the stock AP or AR reports (I’ll use “AP Balance by GL Account” as my example), they all have a date or period parameter.  What I’m being asked for is to run these reports as of a specific date, like running the AP Balance as of the previous month end, so that we can then tie to the appropriate GL accounts.The issue with As-Of reporting in every ERP I’ve ever worked with is that, for subledger reports like AR and AP, the transactions are always changing.  GL is easy to run “as of”, because you never close or delete a GL transaction (worst case, you create a new transaction in the same period to reverse it).  It’s very possible on an AP subledger report that I may come in on February 3 and need to post an bill with a posting date of January 31.  I may also, on the same day, pay and close a January 10 bill.  I can

Hello!I’m trying to edit a report, but when I clicked on the “Edit report” button instead of downloading, it just sends me to a screen called “report definitions”Can I get some help? Really appreciate your answers, thanks

Summit 2025 RecapThank you for your interest and participation in the Acumatica 2025 Summit. Everybody left Las Vegas invigorated and excited to help us build the future of business together!Link to keynote recordings (sign up required): https://summit.acumatica.com/Summit 2025 Breakout Session Presentations - ManufacturingAttached are PDF versions of the PPT presentations from our breakout sessions.

Looking for tips/help on updating the default Empty Item UOM from HOUR to EA. When we try and change it we get errors but can’t find where it’s pulling the errors from - our templates all have branch/billing rule/allocation rules filled out (as do our projects). And there isn’t anywhere to select defaults for those on the preferences page.  here is the error we get: Is this a customization?

Acumatica standard behavior sets the Sales Order owner to the user who converts a quote to an order.  I’m unable to find a way to set it instead to the Sales Quote owner.  I looked in Customer Management and Sales Order Preferences, and in Order Types.  And there’s no ability to configure and use an assignment map for Sales Orders.  Can this only be done via a customization?

I am working on an import scenario to create new customers. The site has multi base currency and two branches AU and US. I’m feeding the Restrict visibility to field in the import scenario yet getting this error.    

Our company brings in sales orders via our homemade website. Quiet often we have to change the order quantity on a sales order. When we do that and press save we get an error that says “Applied Amount Cannot Exceed the Unbilled Balance”. We have been able to plug numbers into the payments screen until we are able to save but I don’t think we are doing it the appropriate what. What is the correct steps for changing the quantity ordered for an SO?

Is this possible ?There is a sales order from the customer and the client want to automatically create a requisition which they can then use to manage bidding and raise a PO ? ThanksJames 

Hi All,  We have seen discussions about how to do a bulk update by manually doing an import scenario on the Acumatica system. Is it possible to update a list of customers via a singular API call?  Kind regards, Alecia

I have a Production with 2 operations.  One operation does not have any inventory required while the other has inventory. I added a barcode for the inventory ID so that a barcode scanner can be used in the Materials Subreport.  However, the Subreport printed the barcode picture even though there is no inventory in the operation. I tried using the visible expression to only appear if there is inventory but no matter what I do, the blank subreport will still print the barcode picture.  The Visible Expression “[AMProdMatl.InventoryID]<>null” was entered into every field or sections with no impact. How to suppress the subreport when the subreport does not have any values?

When signing in on the system email accounts tab in Acumatica, I get the following error. “We're sorry! An error has occurred while processing your request. A report has been generated for our technical staff to investigate the problem. Please try to repeat your request later. Thank you for understanding. Show Trace404 - File or directory not found.The resource you are looking for might have been removed, had its name changed, or is temporarily unavailable.”Any thoughts on how to fix this issue?Regards,Richard.  

I’m looking for an example of GI that provides a global summary of project profitability (by project) where each column would include balances by account group type (i.e. Income, Expenses), for any given period, and filtered by Project Template.  Each row should contain balances by project/task with columns for Income, Expenses and net.  The challenges I’m encountering includes:Finding the appropriate table to provide an appropriate financial period selector for the query parameter. Establishing a parameter selector for Project Template that does not generate an “cannot convert <Project Template Name> to integer value”.  Any guidance (or even better, XML files) are appreciated.  

Hi - Is there a way on the compliance management screen (CL401000) to only show vendors that are active?  Our compliance list is showing many vendors out of compliance, but many are inactive vendors we are no longer seeking documents for.  Another layer would be the ability to add the last transaction date for that vendor to help determine if they should be active or not.  I’m unable to edit this since it is not a regular GI.  I appreciate any help you can provide.

My customer wants to require that their customer puts a down payment for items they are ordering.  The system will allow them to enter the payment when it comes in (as a prepayment).  They want to however to send an Invoice for the down payment. I am not seeing a way to do this.I found this article that implies you can do it, but it requires creating a shipment.  This is a manufacturer and they cannot create the shipment because they haven’t made the inventory yet.https://www.acumatica.com/blog/technical-tuesday-creating-installment-payments-using-payment-terms/Anybody have any ideas or am I not finding the documentation on how to do this?

We have this issue before in 23R1 version when changing email server and protocol for email accounts, We had to recreate the email accounts to solve the issue. But surprised that same issue happened after upgrading system to 24R2, scheduled receiving email action only download one email from server every time. The account is already have “Delete email on server” after receiving. is anybody having same issue? is there an easy fix without recreate email account (so have to adjust all default email options)

Each time we add a new scope (task) to our projects or make tasks that were in planning active, it makes all of the scopes in projects invisible in our time tracking in WFG. The work around is to make ALL scopes inactive and save. Wait for it to sync to WFG and then make them all active, save and wait for it to sync.  It seems each should sync independently of each other.   

We are having problems using excel on downloaded Acumatica information.  Right now, the problem is with pivot tables.  It won’t let us change what is in the table. We are having to copy the information and paste special in a new workbook and rebuild the pivot table.