Discussion Forums

Hi,I’m trying to import BOMs with multiple operations and my import scenario does not update multiple operation IDs. It picks only the first operation and the materials with it. Could you please someone help me with the import scenario and steps that I need to follow?I have attached my import scenario below.Thanks,Dulanjana

Has anybody had success creation an OData connection to Google AppSheet? I’m getting an error around metadata.   

Looking for tips to get our final “Release Retention” to create only a single final invoice.  Right now the system is looking at the Unreleased Retention on all previous Project Invoices and creating an Invoice for each one.  Wondering if this is a setting issue or a process issue?  Here you see it creates two separate invoices  

What user role is needed to create templates in Payroll?My employee is receiving an error message that says You have insufficient rights to access the object (AUTemplateController)I understand where to add them but I am not sure which role . Their current roles are AR-Accounts Receivable, AR Clerk-Access to AR functions, AR Viewer-Read only access to AR Functions and Viewer  

Hello Community,I’m looking for a trial Acumatica Cloud instance, can anyone help with this?I tried downloading the trial instance but facing issues while connecting with SQL server, therefore if there is any way by which I can directly access the Acumatica trial account without downloading and setting up with the long process, it would be helpful.Your insights and experiences would be invaluable in helping me get started. Thank you in advance for your assistance!

My report is not showing the attribute fields i have added in the detail section but it shows up in the page footer. is there any way to overcome this? removing the visibility expression did not solve my problem: 

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.