Discussion Forums

Our customer is trying to sync orders with Shopify connected to TicTok.  The orders from TicTok are fulfilled by TicTok (similar to Amazon FBA process).  With only one Acumatica Shopify connector, the orders are coming in as standard sales orders not SO IN orders to be able to process the standard Shopify orders.My plan is to setup a business event based on a GI that detects any new FBT (fulfilled by TicTok) orders and run an import to run the Quick Process action.  I need some help getting the Import Scenario configured.  I have tried several variations on the mappings but have not had any success.  The default settings when the Quick Process action is initiated are satisfactory instead of setting the date and warehouse. The current error message is ‘The Save button is not enabled’.  Thank you in advance for your time and support,John

Hi All,I came across a situation where I see Acumatica changed quantities based on applying a filter to a column within the Transaction History. When I apply a filter on "Tran. Type" to only show adjustment, it changes the ending quantity amount. It seems to remove the 10/2/2025 issue transaction from the math. I am not sure why it changes the math. It should only change which types of transactions are viewed correct?  Does anyone have any ideas what is going on here? Thanks

Hi Acumatica Team,Related to Acumatica Artificial Intelligence how can I habilitate the AI Acumatica Assistant button or features AI in 2025v1, I see in the demo videos that appear this botton, but in my Acumatica I cant see this feature:Thanks,

Hi,I am trying to create a Business Event which send Email and trigger via Automation Schedule. Issue:-Automation Schedule is running But Business Event is not triggeringBelow are the details for the Business Event  

After upgrading to Acumatica 2025R2, some of my users started experiencing random slowdowns. Each week, one or two users report performance issues, but when I check the PCs and the server, neither is running at full capacity. I’m not sure what’s causing it

Hi everyone,We have a custom portal integrated with Acumatica, where customers can place orders and select Credit Card as their preferred payment method. These sales orders are then created in Acumatica via API.We’re trying to understand the best way to ensure consistent behavior on the Sales Order:If Payment Method = Credit Card, we want the system to automatically apply Payment Terms = “Credit Card” (which has 100% prepayment required) This should result in the order going to Awaiting Payment and triggering pre-authorizationBefore going the customization route, we wanted to ask:Is there a standard way in Acumatica to default or override Payment Terms based on Payment Method? Has anyone implemented similar logic using Automation Steps, Business Events, or configuration? Are there any recommended best practices for handling CC-based web orders coming from external portals?If this cannot be handled natively, we are considering passing Terms explicitly via API, but would prefer a standar

Is there a way to display formatted markdown text in Acumatica?  I can get html or markdown results from the API that I’m calling, but don’t know how to display the results to the user.  

Is there a way to find the quantity of a stock item issued to a production order? As it stands, once the raw material is issued to the job it no longer exists in inventory, however we always over-issue material and need to account for the over-issue when ordering more raw material.  We may have 15-20 production orders with material issued at the same time so going one by one would be inefficient.  I would assume there is some sort of WIP location that stores this data but I cant find it.  

For the service orders and Appointments in the Service Management module, I wanted to add a column that will show the not just the date but also the Time a Service order/ Appointment was created for example 3/30/26 11:40 am We have had it happen a few times where a customer questioned why it was an after hours call.  Currently the column on the GI is a field called FSServiceOrder.CreatedDateTime but it only displays the date and not the time.  I know the time information is also stored in there but only the date is displayed.  I have a workaround in this case because I pulled it into excel and was able to see the full date/time info but I would like to revise it so that it shows on the GI view.   I know there are date functions I tried using those but I can’t see to get it so it shows the full date and time. 

Business event has 4 records change triggers using ORIs there a way to tie a different email notification to each trigger?or do I need 4 business events to identify in the email which filed changed?  

Dear Acumatica Support Team,I would like to inquire whether it is possible to import inventory items into the Requisition screen.Currently, I need to add more than 100 inventory items to a requisition, and selecting each item manually is very time-consuming. It would be greatly appreciated if you could advise on which function or tool (such as an import scenario or any standard feature) can be used to import inventory items in bulk.Thank you very much in advance for your support and guidance.

Dear Acumatica Support Team,I would like to seek your guidance on handling a purchasing scenario involving multiple suppliers during bidding process.In our case, we need to purchase several items from different suppliers because some items are more cost-effective with one supplier, while others are cheaper with another. For example, we may need to purchase three items from Supplier A and another three items from Supplier B within the same purchasing process.In some cases, we already receive market prices from vendors and clearly know the pricing in advance. For these situations, we do not require a bidding process. However, for certain items, we may still need to compare prices across multiple suppliers before making a purchasing decision.Could you please advise on the recommended way to manage this scenario using the requisition or purchasing features in Acumatica? Additionally, if there is any supporting documentation or step-by-step guideline that explains how to handle requisitions

Is it possible in Acumatica ERP for an RMA order type to generate two open shipments simultaneously — one outbound shipment and one return shipment?The scenario is that a customer is receiving a replacement item while the original item is collected during the same driver visit. This is for bulky furniture items, where separate collection and delivery visits are operationally inefficient.The key requirement is the ability to create:an outbound shipment for the replacement item, and a return shipment for the item being collected…both generated together from the same RMA/replacement process, so they can effectively be treated as a linked operation operationally.Has anyone implemented something similar? At the moment, it looks like you have to complete the return shipment before you can create the second shipment. 

Hello all,I am curious to understand the purpose of Keys under Production Configurator. Maybe with an example?Thanks in advance.

 Maybe this question is very simple, but I can’t find an answer about it.I know that if I write an event like this and do not call baseMethod inside the body, the base method code will not execute. If I want the base code to run, I must explicitly call it. This part is clear to me.​​​​​​​protected void _(Events.RowSelected<ARInvoice> e, PXRowSelected baseMethod) { }When I write the event like this, I tested that the base methods are called automatically:protected void _(Events.RowSelected<ARInvoice> e) { }But I do not understand why this happens. I tried to find something in the documentation.In the 2026 R1 Developer Guide, I found information that seems to contradict what I observed during testing. In T210, I found events written without baseMethod, so I assume that writing them this way is valid.However, there should be documentation somewhere explaining this behavior, and I do not understand what is written in the Developer Guide regarding this case.Could you provide a g

How to generate a GL detail report for a range of GL accounts? Can the report sorted by GL accounts instead of batch numbers?

 Love seeing this on my desktop every day!  (This is a login banner from 26R1).   

HiIs it possible for a journal batch to be input by a junior employee and then held waiting for approval by a senior approver? thanks in advance

Hi,I created a Power BI paginated report and embedded it in Acumatica. I’m able to view the report without any issues, but another user is unable to access the report screen within Acumatica.The same user can successfully open and view the report directly in Power BI Service, so it doesn’t appear to be a permissions or licensing issue on the Power BI side. I also contacted Microsoft Power BI support, and they confirmed there is no issue with Power BI.This issue occurs only when accessing the report through Acumatica.Has anyone encountered a similar issue or can provide guidance on what might be causing this? Any leads would be greatly appreciated.

Hello everyone,I’m trying to calculate the selling price of my stock items (IN202500) using LLM prompts.Specifically, I want to multiply the field AvgCost (INItemCost) by a factor of 1.72, which accounts for the following costs: 10% Storage costs 2% Transport costs 20% Personnel costs 5% Marketing costs 5% Miscellaneous costs 30% Profit margin Unfortunately, I’m struggling to get the correct price calculated. Do you have any tips or advice?Here’s one of my test prompts: ## Context InstructionsYou are an AI assistant working with ERP data.## Instructions with Input DataCalculate the field ((InventoryItemCurySettings.BasePrice)) based on the following input data and formula.Input Data:- Average Cost: $((INItemCost.AvgCost))Calculation formula:BasePrice = AvgCost × (1 + 0.10 + 0.02 + 0.20 + 0.05 + 0.05 + 0.30)BasePrice = AvgCost × 1.72The following surcharges are applied to the average cost:- 10% Storage costs- 2% Transport costs- 20% Personnel costs- 5% Marketing costs- 5% Misc

This is Classic and it’s very clear, area of the form, object,In the Modern UI you have to scroll thru a list of all Target Option and fields.And you can’t just type and let it find the field.  I would suggest not doing scenarios in the Modern UI.

We have been operating a single company with no branches since our go-live about 9 months ago. We are needing to create a new parent company in Acumatica which should not have any transactional data, vendor/customer profiles, etc. The company we have been operating should be a branch with all transactional data and profiles in the branch. Then we’ll add a new branch which also start “blank” with no transactions or profiles.  When I set up a new company in our production tenant, it is automatically populating all the data into that new company. Then any branches under the company also have the same transactional and profile data. How do I create “clean” company and branches while keeping all our existing data in a single branch?

I have a client that has an Acutal and a Cash Basis ledger. Is there a way to include the ledger selected in the column header to prevent confusion for the user?

Hi there,I’m working on the self-service portal in 25R2. My company has decided to implement it for brand ambassadors (salespeople) before rolling it out individual customers. I’ve already created a GI to filter cases based on User → Employee → Salesperson → SalespersonCustomer → Customer → Case, but when I redirect navigation of the CaseCD link to the Case Details screen, I get this error upon clicking the CaseCD: My theory is that the portal only “loads in” the cases from the currently logged-in company, which works great for customers but not so well for employees. Is there a way I can extend / customize this behavior to make these cases’ details visible to the salesperson? I’m pretty new to Acumatica, so please forgive my lack of knowledge about the backend workings of the software - I’m eager to learn more.