Discussion Forums

I recently made a journal entry to adjust beginning balances for a merger and when I ran the balance sheet the format looked off even though I made no changes to the format.  However, since the format looked off I went into the row set to see if I could see why and ended up adding a needed section for long-term liabilities.  However, none of the changes I was making would reflect on the balance sheet when I refreshed it.  And now I’m getting the following error and am unable to access the balance sheet at all.Any ideas?

Hello,Does anyone know why Acumaitca does not show correctly the session expired records in the Access History screen? It shows when the user logs out under both operations (Log out and Session Expired) but it does not show a record when the user logs out due to session expiration. Thank you.

I asked my Acumatca team how to customize reports and I was advised to watch course S150. But it has me downloading a file that I don’t have a program for. Wondering if the course is out of date? I tried searching in Acumatica ERP for report designer but nothing popped up. Thanks!

Hello,We have a business event that needs to send out email notifications when an inventory item reaches a certain age. The email should have all the items listed together - as opposed to sending out multiple emails. I currently have this business event set up:Business Event Fields to TrackEmail SubscriptionAs of now, if more than one row is inserted, it only adds one out of the two items to the email subscription. I’ve even tried adding multiple datafields to the table

We are trying to have multiple guest accounts. Our client wants each guest customer to have an individual account. According to 'Help,' we need to change the limit to 1 because the default is per 10,000 orders.What will be the problem if we do that? Also, while checking the Web.config file, we couldn’t find the MaxOrderPerGuestAccount parameter. How can we change it?Thank you for answering this question.

Hi,I am trying to change the ID of an employee that has recently changed their last name, but the Change ID option is disabled. Is this a permissions issue or is there a different reason why this action could be disabled?The image below is a new test employee I created to see if it is initially active for new employees, but it is still disabled here as well.Let me know if you need any other information.Kind regards,Andrew  

Thank you for reviewing my question.  Our customer would like to export Purchase Orders, Sales Orders, Invoices, etc. directly to MS Word instead of PDF.  Has anyone been successful in doing this? Thank you in advance, Amy

Hello.  Are there any Canadian users that are generating the CPA Standard 005 AFT file out of Acumatica WITHOUT the Canadian Localization package? We already set up our sales taxes and don’t need anything else in the Localization package. If you are using the Canadian Localization package, have you had any issues in your non-Canadian branches after applying the package?Thank you in advance. 

Hello,I have a customer who would like a generic inquiry that presents the list of kit components like a BOM (i.e. a column for the parent id and a column with all of the components of that parent). The problem is that stock and nonstock components are in separate tables.Has anyone been successful with this?

Hi!I’ve edited the project profile name to say “Project Hub” similar to the construction presales engineer demo:I noticed this shows up fine in some areas but in other areas it shows up as the original name “projects” when i drill into a specific project, we noticed that it only says Projects, not Project Hub (the link works fine, just visually I would like to see the updated name): this is what it looks like in the construction golden demo video: 

I have a Healthcare supplier that will need to integrate with their marketplace/commerce called GHX or Global Healthcare Exchange.  Looking to see if anyone has any details how Acumatica would work with GHX.

Hello,We have an issue with address verification for Brazil. We cannot print or email a quote for Brazil because it says “The AVS is not configured for the country "BR." We are using Vertex as our sales tax provider, and I am not sure this is their problem or if there is any optoin in Acumaitca to fix it from there.   

Hi Team,As part of a customization project for our client, we are currently focused on updating the 'Applied to Order' and Balance fields within the Sales Order screen. The functionality is operating smoothly in scenarios where no tax is applied. However, upon applying Vertex tax, these fields revert to their previous values.We are working on the 24R1 version.Any insights or suggestions regarding this matter would be greatly appreciated.  Thanks & Regards,Vidyakeerthi K

I created an import scenario with 1700 leads all but 155 imported fine but the last 155 won’t import I even moved them to a new sheet in the excel file and tried from there then it gave me an owner ID error so I tried clearing the owner so I could just enter it in mass later on but then the same issue happened again where it says success but the leads are not there. This is a search of one of the leads that should have imported 

Hello!Could you help me with explaining how I can add a new non-stock expense item to an expense claim? We need to claim repairs and maintenance expenses. I can change the expense account, but in the list of items, I couldn’t see "repairs & maintenance." I would appreciate your help. Thank you.

Hello,I’m wondering if the below screenshot from help.acumatica is a practical joke.  I cannot figure this out for the life of me, and cannot find a single article on it anywhere online except for this one tiny section.  So is there a way to consolidate orders by the same customer with same address or not?  Thank you

With 2024 R2, we are adding ability for the users to import payment terms from the order in Shopify to the terms for the imported sales order.The rules for importing payment terms during the order import process, the connector shall: Check if there is a substitution list added to the Payment Terms checkbox in the Order Settings tab of the Shopify Stores (BC201010) form, and if found, match the payment term name from the substitution list to the credit term in ERP.  If no substitution list, check the actual Credit Terms(CS206500) name in Acumatica and if it finds a match the payment term name from Shopify, then use it. If still no match, use the default credit terms from the Customer record. To sync Payment terms from Shopify Order to Acumatica Sales Order using substitution list, the users can follow the steps outlined below: 

Hi,I create an audit task but seem not able to check the “active” box. Do anybody know the reason?Thank you.Raymond 

I have a local instance set up with Sales demo data and in the projects dashboard, there is a jobsite camera (Truelook) but all it shows is a gray/black screen.  Is there an example where I could see what a job site camera would look like in the sales demo? Here’s what it looks like for me:  

My company uses a custom routing module that enforces cutoff times for sales order entry. We are experiencing issues because an API user is accessing our tenant from multiple time zones, but the cutoff time comparisons apparently weren’t built to handle these situations. To work around the issue, we’ve tried setting the user time zone preference (found under Users → Personal Setting). When accessing the site through the GUI, that time zone is used, regardless of login location. But for API access, it seems that the time zone of the login location overrides the user preference. Is there a way to control the time zone associated with an API login? Either by setting a user preference, or by specifying somewhere in the API request? Thanks!

This article lists field changes in the endpoints for 24R1: https://help.acumatica.com/(W(2))/Wiki/ShowWiki.aspx?pageid=b49d1af2-80a7-4271-b421-ab64173eead8 For the field highlighted below, I cannot find it in the 24R1 DAC schema browser. I am not knowledgeable of endpoints. Would appreciate advise! 

Good afternoon. I would like to change the labels on these fields in the Items screen (and any other price related screens). I thought it was something with Translations, but I couldn’t find these fields anywhere in translations. I want to change MSRP to Retail, Default Price or Base Price to Our Price and then I want to add the MAP price block to the Price Management tab above MSRP.  I was hoping to accomplish this with out creating a customization project. 

Can someone provide detailed instructions on how to create a EasyPost test account on the EasyPost site?I have created an account in the past but I do not believe my api keys are working so I want to start from scratch with a new account.I want to be sure I am doing this correctly  

Budgets for Revenue A/C (40000) and Sub A/C combination by Period

All,I have a GI row style for customers that works well. If a customer’s status is “One-Time”, the row is highlighted red:  =Iif ([Customer.Status] = 'T','red20', 'default')But, when selecting customers from a Dialog -- let’s say we’re entering a Sales Order -- we want a One-Time customer to also be highlighted red. As an example, the rows I highlighted should be formatted differently so our Customer Service agents can more quickly identify One-Time customers.Do I need to modify the Dialog: Specify New IDIn a customization project to achieve this?