Discussion Forums

Is there a way to copy and paste the previous Daily Field Report (DFR)? In our scenario, the foreman is responsible for entering the DFR for all field staff, including labor time and activities. Having to manually re‑enter the same information for all staff every day is time‑consuming.We attempted to use the copy‑and‑paste function for the DFR, but it results in the following error: “Sequence contains more than one matching element.”It would also be helpful if there were an option to upload the DFR instead.Thanks

Is it possible to set up a notification on the Bills and Adjustments screen so that users can understand the specific reason why a Bill requires approval? For example, when 'Remove Hold' is selected and the Bill status changes to 'Pending Approval,' the screen should display a notification explaining the underlying reason for the approval requirement.

We are implementing Acumatica and want an Inventory ID with 5 Segments. We have no Items created yet. The system will not allow me to reduce the first segment to 2 digits (see below). Can anyone help? 

Has anyone integrated Fresho with Acumatica?Our management wants to use Fresho to answer incoming phone calls and automatically create sales orders inside Acumatica. Has anyone done this implementation before?

Using an instance of 25.200.0020 (clean install), I need to customise screen AP303000 to add some fields (specifically AddressLine3), but on opening the Modern UI Editor from the Customization Project Editor for that screen, I get the error message: In HTML extension “C:\..\FrontendSources\screen\src\screens\AP303000\extensions\AP303000_PersonalDataPrivacy.html” for screen ‘AP303000’ child node ‘QP-FIELDSET’ has AFTER attribute with ‘#groupAccountAddress’ but screen HTML doesn’t contain any elements that satisfies such querySelector.I can work around this locally by renaming the source files AP303000_PersonalDataPrivacy.html and .ts (adding a suffix of .x). But I’m concerned that the same hack won’t be possible in production. 

I’m editing the email template for Dunning Letters.I want to include a sentence that has the due date for the overdue balance. 14 days from the day the letter is sent=Today()+14 isn’t something that works when I add it into the template’s email body. What’s the trick to get this to work?

Hi everyone,I'm new to Acumatica and currently working on integrating Certificate of Analysis (COA) data. However, I'm having trouble finding any custom endpoints or relevant screens that store or manage this data.I've searched through the default APIs and screens, but nothing related to COA has come up. I wanted to check if anyone here has worked with COA data in Acumatica before.Does Acumatica have a built-in module or screen where COA data is typically stored?Any guidance or best practices for handling COA data in Acumatica would be greatly appreciated.Thanks in advance for your help!

When setting up integration between Acumatica and Amazon using native connector, it is required to create Encryption Certificate on the SM200530 screen. This certificate is used to encrypt customer data fetched from Amazon. I could not find clear instructions on how to do it, especially if you’re a MacOS or Linux user.1 Generate a private keyThis creates a 2048-bit RSA private key. Keep this file secure -- it's the foundation of your certificate.Open Terminal app on your Mac or Linux machine, navigate to a folder where you would like to save the certificate file. And run the following command:openssl genrsa -out key.pem 2048The output file key.pem is your private key. Never share this. 2 Create a certificate signing request (CSR)This command generates a CSR based on your private key. OpenSSL will prompt you for several fields that identify your certificate. You can press Enter to skip any optional field.openssl req -new -sha256 -key key.pem -out csr.csrYou will be asked to fill in the

What 3rd party Product will you recommend for the user-configurable certificate?

I am reviewing a customized GI that my colleagues built that is now throwing errors on a specific field in a client site. We are receiving a “Divide by Zero error Encountered” when sorting or filtering this column It is likely this issue started after upgrade, as this client was just recently upgraded and this GI was built a year agoAny advice would be welcomed :) (the goal of the field is to show the % billed for projects)   

I created a Prepayment Request for 50% of a PO and processed the prepayment payment. After that, I received the goods, created an AP Bill for the same 50%, and applied the prepayment to the bill to close it.Now I’m trying to create another PO Prepayment Request for the remaining 50% balance, but Acumatica shows $0.00 remaining and won’t let me request any additional prepayment. It looks like Acumatica is reducing the PO’s remaining amount by both the prepayment and the AP bill.Is this expected behavior? If not, what’s the correct workflow to prepay 50%, receive and bill that portion against the prepayment, and then prepay the remaining PO balance?

Using V2021 R2.  When I try to send an AR invoice via email (in the invoice screen under Printing and Emailing or from the Print Invoices and Memos screen), I get the error message.  I can print to screen and then send to email from the print screen.What setting am I missing?

We have many customers set up with term cash discounts such as 1% 10 Net30.  We do not want the 1% calculation to include freight or tax.  The 1% should be on product only.  Is there anyway to accomplish this?

I would like a report showing the invoices for customers by ship to state. 

Hi,One of my client has a requirement to have multiple lines for the same GL Account in the budget. They are not willing to go for  a subaccount structure hence the default subaccount will be used for each line.Has anyone come across this requirement and is there any workaround or appraoch we could use, Thanks!

Hi Community,I am looking for a way to allow our approvers to track their own approval history across multiple modules. Currently, we are using Expense Claims (EP), Expense Advances, Purchase Requests (RQ), and Requisitions.In Approvals (EP503000) screen, once an approver approves a document (EC or Request), the record immediately disappears from the list because it is no longer pending.Specifically, I want each approver to be able to see their own "Approved History" (Approved items only).

Once cross-sell suggestions have been generated and then approved on the Manage Cross-Sell Suggestion form, is there a way to un-approve this suggestion.  The related item can be deleted from the Stock Items Related Items tab, but would be helpful if there was a way to do this on a process screen instead of individually.

Hey there, we are successfully creating settlement batches in Acumatica. But I’m finding that most of the transactions are missing and cannot be matched. If I copy the Proc. Center Tran. Nbr. and go to Receivables > Payments and Applications and search for that transaction number in the payment reference number of the payment I can find the transaction. So the reference numbers match, and the amount matches. The only thing that may vary a little is the date of the settlement vs the date the payment transaction appears in Acumatica.My VAR suggested changing the percentages of the  Relevance Calculation in Cash Management Preferences but I’m getting an error when I do that, and even upon some more research I’m not sure if that would help.Does anyone have any ideas? I have an import scenario that can create the bank deposits but from a GI I created but I’m hoping to just have Acumatica...well work lol. 

Hi Team,I am working on adding a custom tab to the Project Task screen in the modern UI. However, I am encountering an issue where the tab does not display correctly.When I click the arrow icon available on the screen, the custom tab appears as "undefined" instead of showing the expected content or label.I have already reviewed the related files and configuration, but I am unable to identify the root cause of the issue.Expected Behavior:The custom tab should display with the correct label and content when selected.Actual Behavior:The tab shows "undefined" when clicked.Could anyone please guide me on what might be causing this issue or how to resolve it?Thanks in advance. HTLM Code  <qp-tab id="tabSubTasks" caption="SubTasks">      <qp-template id="tabSubTasks_TaskProperties_CstFormView2_div0" qp-collapsible="">        <qp-fieldset            id="SubTasks_CstPXLayoutRule3_fs"            slot="A"            view.bind="SubTasks"            wg-container="SubTasks_CstFormView

Hi guys. I want to ask is it possible to add project accounting module to general business license?Thank you.

According to Acumatica’s documentation, the Final IN Ext. Cost should match the Estimated IN Ext. Cost. However, we’re seeing a significant discrepancy between these two columns.In our case: The Bill did not generate any PPV amount. The Unit Cost and Quantity are identical on both the Bill and the Purchase Receipt. In this workflow, the Bill was created before the Receipt. Given these details, what else could be causing this difference in the Final IN Ext. Cost? Because of this discrepancy, the item's unit cost upon receiving is different from the unit cost on the Purchase Receipt and Bill.

Hello Everyone, so one of my clients have an additional Module in Acumatica for their budgeting program right and my client want to have Project Accounting, is that possible to add project accounting module to general business license?Please give us your advice about this, I really appreciate, thank you. 

Hi All,Where can I pull a report or something to see audit history? I need to see when users were added and removed, those types of activities. The auditors need this info 

Recently since last week we have been notice Dashboards are changing without any interaction . I am trying to find the root cause but no changes has been made. I am raising this in community so get some help to troubleshoot this issue. Below listed issue we are facing currently . Financial  year 2025 and 2026 turned into Calendar year 2025 and 2026-  the graph chart  The table data Sales by month missing value for Feb  FY2026 and Jan FY2027 Sales by product YTD shows accurate data but for last year not current year -Donut chart Ales by product MTD - donut chart disappeared  Total sales MTD -shows 0  

We are looking for advice on how to handle custom-configured instruments in Acumatica.We purchase assemblies/instruments where the hardware may share the same base inventory ID or vendor part number, but each unit has a project-specific tag or configuration known at the time of purchase. Today, we can assign serial/lot information at receipt, but we have not found a good way to capture the tag/configuration at PO creation so it stays tied to the PO line through receiving.Example:We may order three pressure transmitter assemblies from the same vendor.All three use the same Acumatica inventory ID:ASH ASSEMBLYHowever, each assembly is configured for a different project tag: PO Line Inventory ID Project Tag / Configuration Real Serial Number 1 ASH ASSEMBLY 2593001 PT-101 Unknown until receipt 2 ASH ASSEMBLY 2593001 PT-102 Unknown until receipt 3 ASH ASSEMBLY