Discussion Forums

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 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. 

Has anyone successfully found a work around for Acumatica to calculate and apply sales tax on a P.O. based on the vendor location? (NOT use tax). 

When the client exports a PDF for Purchase Orders and SO Invoices, they do not get the order number in the file. When I do it on my computer, I get the order numbers. How can this be fixed for them?My export: Client’s export:  We are exporting the same way and in the same browsers. 

hello all,I am looking for ways to let Acumatica run the Reverse Allocation automatically whenever an AR Invoice is generated or released. I setup the following allocation rule, but I am not able to see if any reversal trxn has been generated anywhere. I would like to run the reversal automatically like it does to create an allocation Project trxn.

Hi there, we got duplicate Vendor appeared in Vendor list. Not sure which generic inquiry duplicates in the relationship tab. I have exported AP vendor in xml. Could you please review and advise? Thank you.  

hi, I am trying to get login using python code. My code is working fine in localhost. But when I am trying to do it with my company testing env . The login is raising Max retries error. I think This is because of logout. I tried same api in post man and it works fine over there.    HTTPConnectionPool(host='acusb.mycompany.local', port=80): Max retries exceeded with url: /entity/Auth/login (Caused by NameResolutionError("<urllib3.connection.HTTPConnection object at 0x000001FB3A068BD0>: Failed to resolve 'acusb.mycompany.local' ([Errno 11001] getaddrinfo failed)"))

Is there a way to have two companies in the same tenant have two GL accounts of the same account number and use sub-accounts to assign for different account numbers?For example, in SWEETLIFE there is GL account 10200 - CASHASSET, and I want to use a sub-account code to assign to “Company Checking Account” and use the same GL account 10200 - CASHASSET for TOADGREEN BUT I want the cash to flow to different sub-accounts which are two different bank accounts.  I know that Acumatica does not allow duplicate GL accounts in the same tenant.  (see screen shot below)  

What is/was the first Acumatica version that supported multiple base currencies for Taxes, Projects and Time Management? 

We have a custom report related to a custom table linked on a Project record.  We want to (in an automated way) run this report for a project and attach the report as a PDF to the project.  Ultimately this attached PDF file will be pulled into an external system via an API.  But we need the PDF attached first.  Anyone ever done anything like this?

Does anyone know how to show the GP % total as a % for a group of records by date periods?The individual lines work across Sales/Profit/GP% but we need a total of the %. We tried AVG (in screenshot below) but it doesn’t work.  

Hey all,Error Msg on Sync: At least one GraphQL error has occurred. Error: Input size greater than 250.;I ran into this error originally on build 23.206.0006, now running 23.209.xxxx due to the replies on this thread mentioning a fix was implemented on 23.207.0025.Still running into the same error even on the newest build. I tried deleting the price list on Shopify and running prepare + sync again to no avail. It imports about half of our list and then errors out. It doesn’t appear to be an issue with Companies / Company Locations for us, as mentioned in the other thread above, as there aren’t very many companies associated to this Price List. Well under 250 companies / locations and ~4000 items on the Sales Price List.Please let me know if any other information would be helpful.

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