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When referencing an email address in a notification message, is it possible to use a mailto: link in the message? If I use mailto: in a link in the richtext visual mode, it prepends an http:// in front of it when saved.  If I edit as html, it removes the mailto: when saved.

Hello Acumatica community!We are rather new with Acumatica but have been receiving some complaints from users when entering Sales Orders in the system because the codes entered don’t match with the selection the system does, especially comparing with the previous system.When entering inventory items in the Sales Order screen (SO301000) using the inventory ID code the search return a result from the description found in the middle of the string instead of the first few characters, so the user ends up selecting the wrong code. The user was expecting to have the same results as he entered. Below, when searching for ef1 the first expected option would be “EF1 - EF1” and not “DXPT1-EF1”, thus rendering the problem.We found out that by changing the “Search Condition” in the site preferences, the behavior of the field is the one we would like. However, this affects the whole system, we would like that to affect only one screen or GI.I was able to find a topic from 2 years ago with the same pr

We have created a custom view which has been published to our database for use as a table on reporting. I have linked it in reoprt SO644000 (Pick List) but it is not working properly. We will call this view ViewX. The goal is to pull the COO column value into the Pick List report (SO644000). This view is linked to SOShipLine.InventoryID using field ViewX.InventoryID. When I run the report, it appears to only pull in the COO value for the first line item in the report detail section. Based on the ViewX data…Row 1 for item 1219870 correctly shows the COO value of TW.Row 2 for item 7X0818 does not pull in the COO value of CA...it instead repeats TW (which is incorrect for line #2). Is this a grouping, sorting, or other issue in the report schema? I’m new to Acumatica and I have not been able to find anything pointing to a possible solution. 

Does anyone use or know if you can have multiple revisions for a stock item that you can make active or inactive, etc just like the Bill of Material module allows you to do?

We are running the “Historical Inventory Valuation By Item and WHS” report and I have been asked to insert a “Locations” column, but keep getting the below error:Is there someone who could explain to me why I get this?  

Hi! I am trying to create a generic inquiry that would show the changes of a specific field, where on the GI a column shows what it was before, and what it is after the change.This field is enabled for audits. I checked both AuditHistory and AUAuditValues DAC, both data source contains information like change date or what field was modified, but it does not actually show the old and new value of the field.Are the changes in audit history reportable? If so, what DAC should I be looking at that would show the actual value changed?Thanks!

Hello experts,A user gets “undefined: cannot set properties of null ( setting 'lastCompany')” error message when they try to drill down into the details of the monthly P&L. We are unable to replicate it even when you sign in as the user. They only get it when they sign into Acumatica with their profile. This happening to one user and report is a custom oneAny ideas?

What is the best way to have the system apply a particular set of prices to an opportunity based on the class or attribute of the lead or opportunity ?It seems to bring in the base price of the item until the opportunity is linked to a Business account and after linking the business account to a price class.It seems a long way around. Thanks James 

 I have 2 Field Attribute Custom: Name and Short Description (using customization Project).On the Import Scenarios page, I added the mapping to 2 Fields Name and Short DescriptionAt Data providers I also added 2 fieldsHowever, I use Import by Scenario to import my items into stock items.Then the Import items successfully but the two Field Attribute Custom are Name and Short Description it is null. I don't know if I was wrong or where the config was missing? But my Attribute Custom Fields cannot set Value?

Hello, We are changing our internal Business Account Classes and have been told by Acumatica we cannot delete or mark a Business Account Class as inactive, even when all records have been updated to a different class.  This feature would be beneficial, as I have slim options to prevent users from using the class we are attempting to remove.  This option is available for Customer Classes, but not Business Account Classes. 

We upgraded to 2024R2 and we have 2 issues that need help to resolve:When we email quotes or SO it defaults to the account email and not the contact in the SO form? this is new in 2024R2 for us We have a message that pops up in the SO or invoices in the description field when saved or copied, the message is “keep”, can this be removed or what is the purpose?

We were trying to do calculations on orders created each day but the date/time field constrains us.  Parsing out the month/day/year into a new field should have worked, however we are noticing some unusual discrepancies.  It appears anything after 7pm EST is rolling to the next day unprompted. SOOrder.CreateDateTime = 2/12/2025 7:32 PM=cdate(Concat(CStr(Month([SOOrder.CreatedDateTime])),'/',CStr(Day([SOOrder.CreatedDateTime])),'/',CStr(Year([SOOrder.CreatedDateTime])))) = 2/13/2025=Day([SOOrder.CreatedDateTime]) = 13 SOOrder.CreateDate = 2/12/2025 5:32 PM=cdate(Concat(CStr(Month([SOOrder.CreatedDateTime])),'/',CStr(Day([SOOrder.CreatedDateTime])),'/',CStr(Year([SOOrder.CreatedDateTime])))) = 2/12/2025=Day([SOOrder.CreatedDateTime]) = 12  

After i save i run in to this message  

Hi everyone,I’ve just configured the Teams integration with Acumatica and have been experimenting with how we can utilize the integration. One idea we’ve had is to use a business event to send a Teams message to a specific member when a support case is opened, with some relevant details.I have been able to send messages to a channel, but we’d rather have a message sent to an individual Teams member in their chat. I thought I’d be able to add a subscriber to the business event using the Action Execution type with the Teams Activity screen (CR306040) as the Action Screen, however I receive the error: “Error: Unhandled exception has occurred, your changes have been rolled back: Error: An error occurred during processing of the field ActionScreenID: Screen 'CR306040' is not an inquiry screen..”Is there a better way to go about sending Teams chat messages than using the Teams Activity?Thank you!

I’m using version 2024 R2:In Postman I’m trying to create a simple bill that looks like:URL: https://***/entity/Default/24.200.001/bill with body:{  "Type": {    "value": "Bill"  },  "Vendor": {    "value": "MIC001"  },  "VendorRef": {    "value": "12FF"  },  "Amount": {    "value": 100.00  }}I do get a 200 OK response but the amount is zero, I’ve tried entering more fields but the results are the same. What am I doing wrong?

We are exploring deleting branch locations and consolidating them. Long story short, we set it up wrong and need want to move it to how it should be used.We will probably wait until all open Service Orders / Appointments with the older branch locations are completed, closed & billed out until deleting them, but in a Sandbox I deleted the Branch Location and it makes that required field have a warning that the Branch Location has been deleted, and in the GI it is NULL.What ramifications can I expect to see if I delete branch locations?

Using the native Shopify Connector with Acumatica, we're looking to automate order fulfillment status updates. Specifically, when an order is finalized in Acumatica, we want it to automatically update the fulfillment status in the connected Shopify store. Is this functionality available within the native connector's configuration settings? If so, could you please guide me through the setup process?

Currently we are assessing inventory demand for purchasing qty or selling remaining inventory by demand from actual customers orders, kit assemblies, transfer orders.  For retailers that have not submitted an actual sales order within an expected period, but we are expecting them to order, we are currently using TR orders or fake SO to count their potential order qty.  However it is difficult to keep track of the fake TR/SO orders especially if the retailer does actually send the order in on time and we have had times where we duplicated the demand because the fake order and the legitimate order were present.  Idea to resolve this is to create SO type with but treat it as QT but reflects as hard demand.  But was curious if there was another way to do this other than making another order type. As a quick context point before demand planning and MRP suggestions, the products we carry are almost always one time purchases, there is no restock, so this makes it important that we don’t overs

There is a scenario that an stock item called 'A' as a component in a Bill of material relaces with a item called 'B' when the required quantities of 'A' are not available.The BOM is configured as Backflush,FIFO and they cannot use a revision for BOM using Item B to report material since they don't know the exact point the product use 'B'.Can anyone please suggest a possible method to carry out a scenario like this?it requires to backflush 'B' when the 'A' is not vailable in the location.

Is there anyway we can put customer on Credit hold, but still process all materials to FG, but NOT ship product until credit is released?  We have very long leadtimes, and want a CREDIT HOLD FOR SHIPMENT ONLY - 

My company implemented with Acumatica in the middle of 2016.  At the time a default currency of “US” was chosen.  All of our accounts and cash accounts default to the currency id of ‘US’. I assume that since that time more currencies have been added, and the US Dollar currency is now traditional labeled ‘USD’.  Now we are trying to utilize the bank feed capabilities and I am getting errors preventing me from setting up the bank feed stating “Select a Cash Account in the USD currency”.  I don’t see a way to change any of these existing accounts from the currency of US to USD.  How do we fix this problem of US instead of USD?

Hi, We've created a custom generic inquiry for our client, but it's returning duplicate results from the EPTimecarditem table. When I group the inquiry by PMTran.NoteID, it correctly displays a single line from the EPTimecarditem table. However, the Road Name/Skid No field displays the same value across all lines, even though the timecard entry has different values for each line under this field.I've attached the generic inquiry for your reference. Any assistance with this issue would be greatly appreciated. Thanks 

Hi there everybody.  I am slowly learning and making my way through working on and learning the ins and outs of Acumatica. I managed so far to create some basic customizations, and have my own local instance of Acumatica on my computer for testing.  I don’t have a background in IT or coding, so I am just learning as I go.  My company is currently looking at integrating a Credit Card Processing (We will be using Acumatica payments I believe) and I want to be able to test getting everything set up, and make sure that when we go live, everything runs smoothly and we aren’t blindsided by any issues.  I recently came across the Acumatica Dummy Credit Card Plug-in AKA DemoHostedFormIntegration (https://github.com/Acumatica/DemoHostedFormIntegration) which seems to be perfect for testing what having a credit card processor would be like.  The only issue is that I have no idea where to start in installing this.  Is it as simple as uploading the customizations in this? Any assistance and guidan

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 - Consolidated  

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 - TechnicalAttached are PDF versions of the PPT presentations from our breakout sessions.