Discussion Forums

We developed import scenario for Stock Item. We need to add entry for Cross Reference as well.This works fine when we are adding new record.When we try to update entry by providing same data it update stock item without any error.But not cross reference.Import scenario is design like this. 

Hello! What is the best practice when entering taxes on cash purchases? There is a set of tax IDs pulled in when Vendor Tax Zone is entered on Cash Purchases, can you manually change the Tax IDs or change the tax amount column? Is this something we should avoid doing? Thanks!

I am Trying to Send the Email to customer with Line details on the Action of Print Pick List from Shipment Screen with help of Business EventBut on Email I am not able to Print the Line details and its showing Empty 

how to use ‘belong to’ filter in acumatica report design

We don’t know in advance if a shipping address is business or residential.  We select the Fedex Ground Service and then a residential charge gets tacked on our Fedex invoice after the fact.  This leads to undercharging the customer for shipping.

Hi,I’m looking to create a GI that will list inventory transfers with their Release Dates. I don’t see a field in the INRegister table that stores the release date. What would be the way to get this date on a GI? Thank you!

Hi I’m trying to create a by-product and per the instructions it says select in BOM but I don’t seem to see that as an option?  Only have “regular, Phantome or subcontract” Anyone else have this as a problem?  Am i looking in the wrong field? Missing something in setup?  

The Financial user has access to user role Financial Supervisor. This allow the user to post transaction to closed periods.  This however does not apply to closed Project and Project Task, i.e. Project Task with a closed status.Is it possible to allow a super user access to post to closed projects?The error when a Journal transaction to a closed period that is allocated to a project & project task as follow:“An error occurred during processing of the field Project value 4102 PM Error: You have no permission to use project tasks with the Completed, Canceled, or In Planning status for data entry. “

In the Inventory Summary screen(IN401000), only warehouses/locations with available quantity or on-hand quantity for an item are displayed in the grid section. Warehouses with zero quantity are not listed.We have added some custom fields to the grid for calculating sales amounts, and we need to display these calculations for all warehouses, regardless of whether they have any quantity available.However, we are unable to determine the logic that restricts warehouses with zero quantity from appearing in the results. There are some aggregate methods applied to the "Site" and "Location" fields. We’ve attempted to modify the logic but have not achieved the desired outcome.Could anyone provide suggestions or guidance on what might be needed to display all warehouses for an item in the Inventory Summary screen? Thank you in advance for your help!

I do not like the idea of advertising on community but as per recommendation from a few of my clients who love this engine and think this can be helpful for others, I decided to write up a short summary of an automated Project WIP Adjustments that we have developed and works alongside Acumatica construction module.Automatically draft WIP Over/Under Billing adjustments as per the WIP configuration Allow adjusting/overriding the Expected Revenue, Expected Cost and Completed Percent on the fly Automatically posting the Over/Under Billing Adjustments by project or summarized to GL Automatically updating Project Register alongside the GL Posting if opted to do so Automatically track the Cost and Billing changes within the month after WIP is posted and re-adjust the WIP Over/Under Billing when user re-run the WIP Adjustments Ability to post the WIP in full and reverse next period automatically OR opt to post WIP Over/Under Billing incrementally Ability to calculate WIP Expected Costs at proj

We are looking to integrate several platforms together via dataverse. Has anyone had success with building a customization that allows acumatica to write/receive data from dataverse? For context we want to use Dataverse to update Projects between our PM software and Acumatica, query tracking tables and change logs, send transactional/operational emails via schemas, and use various BI tools. 

When running the Sales Order Details by Customer report, we receive the following error:Does anyone have any ideas on what the problem may be and how we can fix it? Thank you!

Hi Team,  I need to remove “other” folder in the Acumatica mobile app,  but I am unable to find a solution or any option for this. Could you please assist us on how to remove it? Regards,Sagar

We have a strange situation happening with our Big Commerce Website.  We cannot determine if it is set up / configeration issue or a design flaw in the Acumatica-Big Commerce Connector.  Any help would be greatly appreciated.  We are on 2024 R1.We have set up Acumatica / Big Commerce so that only SKUs that are in stock will show up on our Big Commerce Website. When a SKU drops to zero in stock, the SKU automatically stops showing up on our Big Commerce website as it should.  This works perfectly well.  The isssue is when a SKU is out of stock, and we make the SKU inactive in Acumatica. As soon as we make the SKU “inactive” in Acumatica, the SKU reappears on the Big Commerce website, and the configuation for that inactive SKU in Big Commerce is changed to show on the website even if zero of the SKU is in stock. The act of making a SKU "inactive" in Acumatica causes changes in Big Commerce so the SKU shows up on the website.Is this a configuration issue we can change / fix?  Or is this a

Hello,I am trying to allow only a couple users to be able to change the status of a customer, but I cannot seem get the access rights.I have created a new role called Customer Status, and I gave it to select users. I then went into Access Rights by Screen- Receivables> Customers> Customer> Customer Status.  I gave every role view-only access except for the Customer Status and Admin roleI logged in as a user who did not have access to one of these roles, and was still able to change the customer status. Any suggestions? Thanks,RJ  

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share  Andre St. Amour - Acumatica Community Featured Member for December 2024Meet Andre St. Amour our Acumatica Community Featured Member for December 2024. It’s great to have you as part of the Acumatica Community ​@andrestamour43! How to Answer Questions on Acumatica Community - We need everyone’s help!Active Participation is needed from every Community user; everyone can provide valuable input using their individual skills and interests.  When more people participate, all members benefit - - we need diverse backgrounds, cultures, experiences, opinions, values and perspectives. Announcements, Hot Tips, Known Issues and BlogsAcumatica 2023 R2 Update 19 Build 23.219.0006New

I'm creating an Estimate in AM303000 screen.While adding Operations in the details, the Backflush Labor check should be copied from Workcenter in the detail line.I have created several workcenters with the Backflush Labor check selected but when I added to the operation, the check it's always cleared.According to documentation this should work as is working in Bill of Material screen. I'm using 23R2 version.This is estimateThe check selected for Backflush in WorkcenterI need this check automatically copied from Workcenter in every estimate.

Not sure if I’m missing something but there isn’t a field to add freight on transfer sales orders as you can see in the screen shot below. I also checked the order type settings to make sure calculate freight is checked. 

I am trying to create a form/screen that will allow for the updating of INLocation records. A very basic form. It starts at the first record, and allows the user to move PREV or NEXT. They can change a couple of fields, or delete the record. I have it sort of working. The form runs correctly, drawing in the first record as expected.But when I hit NEXT or PREV, it is not updating the information on the screen (even tho it is correctly moving to the next or prev record in the data. I confirmed that using breakpoints and examining the data.)This is my current ASPX:<%@ Page Language="C#" MasterPageFile="~/MasterPages/FormView.master" AutoEventWireup="true" ValidateRequest="false" CodeFile="IN900100.aspx.cs" Inherits="Page_IN900100" Title="Untitled Page" %><%@ MasterType VirtualPath="~/MasterPages/FormView.master" %><asp:Content ID="cont1" ContentPlaceHolderID="phDS" Runat="Server"> <px:PXDataSource ID="ds" runat="server" Visible="True" Width="100%" TypeName="AS

I have installed training instance - SmartFix_T290 and following “Modern UI Development: Building of the Source Code” course.On step 3. Use Windows PowerShell or a similar program to run the following command in the FrontendSources folder.npm run getmodulesreceive error message  Starting 'i_controls outlook-plugin'...[11:37:54] 'i_controls outlook-plugin' errored after 5.49 ms[11:37:54] Error: spawn EINVAL    at ChildProcess.spawn (node:internal/child_process:421:11)    at spawn (node:child_process:753:9)Use local instance with http: request.Outlook-pugin can only be used on https. Any idea how to fix this problem?

I have a customization that when it was published one layout column was repeated. This did not happen locally, or in a sandbox instance. See the screenshot of the project below. This duplication is causing the screen to present the SO Screen incorrectly.Can I just delete the column in the project and republish?What could have caused this duplication?TIA

I had Acumatica Wizard installed with Windows 10 and after upgrading it to Windows 11 I get the following error when running an instance Is there anything to fix it?  

Has anyone been able to sync their Acumatica sales orders with HubSpot using the integration?

Is there a way to programmatically confirm an action in a dialogue pop-up from a custom screen in such a way that it actually uses the answer? I have a scenario where a user clicks a 'cancel' action on a custom form, and a linked production order should be canceled. However, canceling the production order causes a dialogue box to pop-up with the message,"Are you sure you want to cancel the production order?”I can click ‘Yes’, but somehow due to the way the system runs the code again after receiving the dialogue answer, the answer is not retained when the action is called programmatically from a different screen. The box just pops up again after clicking ‘yes’, and I get stuck in an infinite loop.Does that make sense? I don’t really care whether or not the dialogue box opens, but one way or another, I want the production order to be canceled. Regards,

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