Discussion Forums

Hi everyone,I’m working on reconciling a bank transaction in Acumatica and encountered a scenario I’m not sure how to handle. I have a single bank deposit (e.g., $96) that needs to be matched to payments or invoices across multiple Business Accounts (customers).Currently, the Match to Multiple Documents functionality seems to only work within one Business Account. However, in this case, the deposit covers payments for multiple Business Accounts, and I need to reconcile this in the Process Bank Transactions screen.Is there a way to adjust the settings or configure Acumatica to allow this kind of matching? Alternatively, is there a workaround or best practice to handle this scenario? Any insights or suggestions would be greatly appreciated!Thanks in advance!

Does anyone have a GI or thoughts on how to create a GI that will display the following:Customer account ID Default Salesperson assigned to the customer account The most recent activity related to this customer account performed by this salesperson The date of this activity

Our client started testing the DocuSign integration in a testing sandbox with 23.117.021 and a DocuSign developer account this summer and everything worked. Now, they are currently testing their 24.110.0017 upgrade and the DocuSign 24R1 package using their DocuSign Business Pro account. Everything is the same for them from creating the file in the Sales Order screen, moving through to File Maintenance and then ESIGN. However, now when they press send, an error appears “ An item with the same key has already been added.” After reviewing the code, it appears to be using the DocuSign API to send, and we can’t see anywhere else on the Acumatica side that could be generating the error.   Does anyone know how to resolve this error? 

Our team is trying to create a business event, however, along the way, we have found that one of the fields we need to check isn’t appearing in the Field Name Box. We know for a fact we have picked right Table Name, but we don’t see the required field. Is there a way to add more fields into the business event?

Hi everyone,I’m working on a Time & Material billing rule in Acumatica, and I want to implement a condition where a different rule or formula is applied if a Purchase Order (PO) is linked to a Change Order (CO). Specifically, I’d like to adjust the Line Amount Formula to account for this condition.Here’s what I’ve tried so far:My current formula is:=[PMTran.Amount]*CDbl([PMProject.A3_Attributes]) However, I’m unsure if Acumatica natively supports detecting whether a PO is tied to a CO within the billing rule logic.Can Acumatica dynamically identify this linkage during billing rule execution, or do I need to implement a customization (e.g., adding a custom field to flag linked transactions)? If anyone has experience with similar scenarios or can suggest the best approach, I’d greatly appreciate it!Thank you in advance! 😊

Hi Team,I just want to confirm is there a possible way to add a vertical line between data in ARM Report? 

We have a GI for contracts that just links the SO and SOLine tables. Earlier this week we were able to see file attachments alongside each line item, but now it has totally disappeared. I have found that when I disable grouping the attachments show again. It only started doing this today and I have no idea what is causing it. 

Hi, Wondering if Anyone has a Single 1" x 3" Report Template (in619200) to Print Inventory Labels with Brother or Zebra Thermal Printer - to replace the in619200 default report in Acumatica.Thanks so much anyone :)

Is external file storage can be enabled if you are using Acumatica SaaS?I’m planning to use it this year?

I am trying to create a customer but getting 422 Unprocessable Entity.I am trying this call:PUT @https://xxxxxxxxxxx.acumatica.com/entity/Default/20.200.001/CustomerThis is my request body:{ "CustomerID": {"value": "Cust01"}, "CustomerName": {"value": "Customer 01"}, "CustomerClass": {"value": "MISC"}}This is my response: { "id": "bd225325-d6b3-ef11-8363-12ab09909afb", "rowNumber": 1, "note": { "value": "" }, "error": "Inserting 'Location' record raised at least one error. Please review the errors.; CSalesAcctID: 'Sales Account' cannot be empty.; CSalesSubID: 'Sales Sub.' cannot be empty.; CARAccountID: Account 1050 is not a control account. Please select an account configured as a control account for AR.", "AccountRef": {}, "AutoApplyPayments": { "value": false }, "BillingAddressOverride": { "value": false }, "BillingContactOverride": { "value": false }, "CreatedDateTime": { "value": "2024-12-06T

hi does anyone know if feeze panes on gi will be available in 2024 r1 it espiclay useful  if you have a stock item list with lots of columns and you want to scroll to the left i cant think of any reason why acumatica wouldn’t have such a simple thing 

We receive payments from vendors on warranty work that we perform.  The warranty “claim” is created as a Purchase Receipt “Return” record.  When we receive an AP credit from a vendor, it is applied against the return receipt and we can then use that credit to pay other invoices from the vendor.We have two vendors that insist on cutting us checks for the warranty payments rather than an AP credit.  The checks come into our lockbox and are processed by our AR team.  It’s a complicated “throw everything over the wall” process to take this payment and ultimately apply it to the warranty claim.I’m wondering if there is a way that I could extend the business account for these vendors as a customer record as well.  AR is very familiar with creating payments for customers (and the lockbox module can do it automatically).  I’m sure I could do it with a combination of customer and vendor documents hitting a clearing account, but I’m wondering if the system already can see “Vendor ABC is a custom

Hello community, I have setup a couple of restriction groups in the Row Level Security space, lets call one Group A and the other Group B. They both use group type A (direct). I have assigned User A to Group A and User B to Group B.In Group A, I have selected ALL of the available Item Classes and added them to it.In Group B I have selected a specific item in the Inventory Items tab. No Item Classes were selected. When I look at the Stock Items page, User A can see all the items as expected. However, when i look at the Stock Items pages as User B I do NOT see the Inventory Item I selected. Why is that?

Whenever I try and build a schema in Acumatica Report Designer, I get an error message of a SOAP version mismatch.  Any ideas on how to fix this?  

it have the same column in tab Task of Project(PM301000) and Revenue Budget, but they aren’t matched.I see the help said that this column for Revenue Budget have this behavior:I see the help said that this column for Task have this behavior:Is it me or it’s hard to understand which wins or in which order we need to use them?Thanks

Hi !Is it possible in the import scenario of multiple inventory ID & quantities, to pull up the information to verify if the inventory id exist in the database , and do conditionnal thing like :IF this_inventory_id_exist_in_the_acu_database THENuse itELSEtake ABC123(existing one) Thanks!

Hi,In the Opportunities Screen, after the Create Quote button is clicked, the pop-up below appears with the option to create a Sales Quote displaying by default. The client would prefer for this to show Project Quote by default since the majority of their quotes are project ones, and some of their staff have mistakenly created Sales Quotes instead of Project Quotes as they forgot to change the dropdown value in the image below.Is it possible to change the default value that appears in this pop-up screen? Or should they just double-check this value before proceeding with the quote creation?Kind regards,Andrew 

Hi Community, I’m wondering has anyone worked on a solution for New York State Capital Improvement Tax, possibly a GI or Report?Details:When doors/windows are installed into a home, home owner does not pay Tax (it is considered Capital Improvement transaction) BUT the company who has sold/supplied the doors/windows has to pay tax on the cost of materials which is on a linked purchase order.

We are Using the Print refund Package available in Github, However we are facing an issue with the below screnario. Prepayment is created in the system,  Doing the refund using the prepayment created in the system. Able to see the Print refund check however it is printing blank.   Any Suggestions.

Is there a stock report/GI that will show me past due POs? I’d like to be able to look at all POs for a given vendor and see who delivered late against their promise date. This will be helpful for supplier reviews. I’m less worried about what is late TODAY and more worried about looking at performance over a time period. As Always, my thanks to the community! -Jordan

I have a Pivot Table that compares the monthly number of orders from last year to the monthly number of orders for this year (See Pivot Table.png).The attachment Pivot Setup shows how I set the pivot table up.What I would like to do is add Yearly Totals to the far right of the pivot table (See Desired Pivot Table.png). This would show the Total Number of Orders for last year as the Total Number of Orders for this year.I have tried adding Totals to the Rows, Columns and Values but the only totals I am able to come up with is a combined total of both years.Is there something I am missing, or can’t this be done in Acumatica?Thanks you!  

hello all,I am learning development basics in Acumatica and I am looking steps/guide on how & what to install for Acumatica apart from the configuration wizard.Any help would be grateful. Regards.

Hi, So I try and stay up to date with release notes but there’s always a confusing part to some of it.For example, if the release notes mentions a bug fix but then mentions a workaround underneath, is it fixed for this build and the workaround is for older builds or was it just identified and do this workaround for now?Here’s a good example from 2024R1 build 115. A KB article from a while ago said this bug would finally be fixed finally in build 115. The release notes make mention to it but then put a workaround. So was it fixed or not?  Regards, Andrew 

Hi I have a question I’m trying to change the labels display names in Easy Post but I’m not sure on how that works. I copied someone’s code from over 5 years and but I tried using it and it’s not working on my end can does someone know how to change the display name from Acumatica. Shipment shipment = new Shipment() { to_address = toAddress, from_address = fromAddress, parcel = parcel};//DO THIS BEFORE CREATING!shipment.options = new Dictionary<string, object>();shipment.options.Add("print_custom_1", "this is some sample text");shipment.options.Add("print_custom_2", "abc");shipment.options.Add("print_custom_3", "xyz");shipment.Create();var lowestRate = shipment.LowestRate(includeServices: new List<string>() { "First" }, includeCarriers: new List<string>() { "USPS" });shipment.Buy(lowestRate);shipment.GenerateLabel("pdf");

Hi!I have a requirement where Stock Items are usually purchased to inventory, but sometimes times they are purchased for specific project(s).When purchased to specific Project the stock should not come into inventory and just hit project as Expense.Project Drop-Ship PO works well for this scenario.BUT Project Drop-Ship can only be raised for ONE Project at the time. This client, more often then not, purchases across 2-3 projects on one PO. I am thinking I could customise the Project on line to be editable? Has anybody done this before? We have customised AR Invoice before and allowed Project Edit on lines, and it was small customisation, would it be the same here for Purchase Order screen? Thank you in advance.