Discussion Forums

We are an engineer to order environment with an external, non-Acumatica product configurator. The output of the configuration tool is a JSON collection of operations, phantom sub assemblies, and materials. We are looking for an API based solution to create Production Orders linked to a Sales Order Line with a custom BOM. We're able to create the Production Order, but are running into difficulties identifying the correct method of providing the Operation collection along with their associated Materials [Stock Items]. We’ve tried using ProductionOrder, ProductionOrderDetail, and the CreateProductionOrder/CreateProductionOrderProcess[All] Action and have not had any success getting the Operations collection to populate.For example, in ProductionOrderDetail, we’ve supplied the Operations like below:{        "AllowPreassigningLotSerialNumbers": {        "value": true    },    "Branch": {        "value": "PRODWHOLE"    },    "

We have had this issue every year. I was told that it was a bug and new update would fix it but it is stillt he same issue. Anyone else?PTO Accrual - We accrue a certain amount of vacation and sick time throughout the calendar year and have a limit each year. This has been set up and worked in years past, but this year Acumatica seems to have exceeded the accrual, even though the maximum for the year has been reached. Anyone experiencing this same problem? I checked the PTO codes and they are all still set up correctly. 

As a commercial importer of lighting products from all over the world, we also distribute in all of North America. In the past uploading Price lists and modifying our prices was once or twice a year during the beginning of the year. We only used to upload current inventory or requested inventory items into Acumatica. This was a 6 transaction event for each product due to currencies, landing factors, shipping and duties. However as we have grown we need to upload all our vendor price lists. This did not seem to be an issue: until the world changed this January and pricing needs to be updated monthly.  I cannot express the frustration of having to update prices and as a result  we are being choked and asked to upgrade to large enterprise level “no Limits” licenses.We are a small/medium size business and ave spent over 500k getting Acumatica to work for our business. I want to see if others are having the same issue, there should be allowed a scheduled server downtime to

Hello , I would like to inquire if it is possible to create a consolidated financial report for GL Transactions for multiple tenants using report designer. I think since all tenants share the same db this is possible to achieve? Any insights on this would be really helpful. Thanks

I am receiving this error when I try to go into project X to look at all the associated invoices: “Cannot open this record for editing: The form PM301000 does not contain it.” I have tried unpublishing any customization projects and this does not resolve the issue. I also have rights to view the screen. The only project that gives me this message is project X. I have seen that this is a known issue, though I have not figured out how to fix this.

Hey there. I have a SO that had a drop ship item on it. Twice as much product was received via a purchase receipt. The PR was released but not billed. The customer has also not been invoiced for the “extra” product received. I saw some documentation on how to undo this if the product had been invoiced to the customer and billed by the vendor. Do I need to go thru that entire process even though the customer has not been invoiced for the additional product and the PR does not have an AP Bill?

We are getting the following error when searching in a GI if there are multiple results for the entered characters or word. It functions normally on a browser and if there is only one result.Server Protocol Error Error 404 - requested URL or resource not found. Contact Acumatica ERP server Administrator. Acumatica version 24R2. Most recent App on both Android and iOS.

I would like to create a generic inquiry that lists the project account groups together with the GL accounts in each project account group.  There is a table called PMAccountGroup, but I can’t find a “child” table showing all the GL accounts.  Has anybody successfully done this?I will use this inquiry as a “sub” GI for an inquiry on AR invoice lines, to show which project account group the AR invoice line has impacted.  This can then be compared to budget to show which AR invoice lines have deviated from Revenue Budget.

From the Inventory Allocation Details (IN402000 screen) page, I’m interested in these fields:I used to get these values from the database using this SQL query:select [QtySOBackOrdered],[QtySOShipping],[QtySOBooked],[QtySOPrepared]FROM [dbo].[INSiteStatus] (NOLOCK) sswhere InventoryID=19560 and CompanyID=2 Unfortunately, these values aren’t changing in the database on a daily basis even though they are changing on the Inventory Allocation Details (IN402000 screen) page.  In fact, they haven’t changed at all since the upgrade from 22R2 to 24R1.  It looks like the InventoryQtyByPlanType code is used to populate this grid in 24R1 but, looking at the refactored code, I’m not seeing how these fields are calculated or which database tables they are derived from. Does anyone know where these values

We need an generic inquiry that will show users statuses of their PO Requests all the way up to related PO Receipts.Please help us to link the Request Line table to Requisition Line table.There is a button on the Requests screen that will open up the Requisition detail. What fields should we use to link together Request Line to the related Requisition Line in the GI?Many thanks in advance!

Hello,   We recently updated our module. When generating purchase orders the warehouse location is auto defaulting to the wrong location. how would i mass change this to the correct location?  After reviewing Vendor profiles, we discovered the purchase settings for WAREHOUSE within the profile is blank. With that said we cannot figure out why it would default to the wrong location and why our data was deleted after the update.  Not sure if we will have to change this for each individual vendor one at a time or if a mass data dump possible.  thank you. 

Hello, We are able to select the Mark For Production checkbox on all order types besides RM. We are not trying to do this on the receipt line, but we are trying to do this on the issue line. I have already tested the “Make item to order” box is properly functioning. Any Ideas on why we cannot mark a line for production on an RM? Thanks :)

I’ve found that marketing campaigns only allow emailing members once. That makes no sense to me. Doesn’t a “campaign” imply a cadence of emails? Here is another post I found on this issue: Marketing Mass Emails, can only email once | CommunityAppreciate any thoughts!

Hi everyone,I am customizing report SO643000 (Invoice) and I need to show the tax amount for items that actually have tax. I joined ARTax to ARTran on TranType, RefNbr, and LineNbr. The tax value appears correctly, but after adding ARTax, the same item starts printing twice. One row shows the tax and the other is blank.My goal: Print each item only one timeShow the tax amount only for items that have taxDo not repeat or duplicate the item row Has anyone done this before on SO643000?Is there a recommended way to show ARTax.CuryTaxAmt for an item only if that item has a tax record, without causing duplicate ARTran rows?Any guidance, formulas, or examples would be greatly appreciated. I have attached Report

Hi,Have noticed that when it comes to shipping our manufactured items, the Shipment document will split one shipped item ID into multiple lines, which corresponds to one for each quantity we produced under Move/Labor under Manufacturing.I presume this is because an allocation is created for each Move/Labor document, as opposed to the gross produced quantity as a whole.Needless to say, this can get rather messy when shipping, if for example we manufacture 1 units per day for 60 days. When we ship the 60 units, we end up with a long Shipment document of 60 lines of the identical item with 1 qty each and a puzzled freight carrier.Is there any way of consolidating the Shipment document to present this as one shipment line based solely on the Inventory ID?Thanks in advance!

From the IP display page it looks like Acumatica is suggesting that we order 2 cases or this item. But when I go to the Display By Item for this item, I see that a PO already exists and that what is on the PO will suffice our inventory needs (and then some since a customer placed a special order). Here are the Warehouse Details for this item: If my purchaser wasn’t being so diligent about double checking IP recommendations she would have ordered an additional 2 cases that we did not need. How do I

I just finished a meeting about phantom BOM items and wanted to get the community’s perspective. From what I’m seeing, continuing down the phantom path might reduce visibility into what’s actually being built and why. It also looks like materials tied to phantom BOMs won’t appear on the Critical Materials screen.My question: who here is actively using phantom BOMs, and what real advantages have you found?Our main reason for considering phantoms is to avoid creating separate production orders for subassemblies that we don’t stock, which would otherwise lead to redundant move transactions and extra data entry.

Please help me figure this out.I’m creating multiple variants across multiple templates, and I want to do it using import scenarios. I already created Template Item via import scenarios. Right now using that list template item, I want to create each of the a variant using import scenarios. First I want to check this two columnsThen Hit the create matrix item and confirmed.  Thank you . 

Does Acumatica have a business plan within its software?  One that helps sales create their plan for the upcoming year and help them keep track of where they need to be?    

As of Jan 1, 2025, SHOP will now act as a Marketplace that collects and remits tax on behalf of the vendor - seems similar to how Amazon works.   How will this flow through the native Acumatica Shopify Connector to Acumatica and then through the Avalara Connector to AvaTax?   How is the transaction identified as a SHOP transaction?  Are there parameters that need to be set up so that the vendor does not double pay the tax? 

I am using an import scenario to migrate my client’s open purchase orders.  I am testing it to ensure it works for go-live and it is only bringing in the first line of the purchase orders and the remainder error.  I have tried adding the @@LineNbr, but it still errors.  What am I missing? 

I created a GI in 2025R2 and wanted to import into a client who is running 2025R1.  Is this okay, or will it cause a problem?  Very simple GI only using APInvoice and APTran DACs.

I’m trying to transfer custom field values from ARInvoice (screen AR301000) to the GL Batch record created during release.I added matching custom fields to both DACs via customization:ARInvoice DAC fields: UsrCustomerExtContractNbr (nvarchar(30)) – N° contrat plateforme UsrCustomerExtJournal (nvarchar(30)) – Journal plateforme UsrCustomerExtRefNbr (nvarchar(30)) – N° de facture plateforme Batch DAC fields: UsrExtContractNbr (nvarchar(30)) – N° contrat plateforme UsrExtJournal (nvarchar(30)) – Journal plateforme UsrExtRefNbr (nvarchar(30)) – N° de facture plateforme I override the ARReleaseProcess.ReleaseDocProc

Placeholder for 2026 Tax Updates

In looking at the AR601000 - Sales Profitability Analysis, why would freight “cost” not be considered or factored in the overall profit margin/invoice cost?