Discussion Forums

Hello,My client needs to upload a lot of disposed Fixed Asset in Acumatica.When I did the upload of arraund 5,000 FA I didn’t have problems with the fixed Assets with Active and Fully Depreciate Status, but when I try to import disposed FA the sisten generates active status for disposed FA. Please can you help me with the step by step of the upload of Dispose Fixed Asset by Import Scenarios?Thank youKarolina Ramírez.

Is there any reason why Related Items is not enabled on Blanket order types? 

I have configured a Export Scenario in the in a Test tenant to Export out some updates to a customer in Acumatica to Salesforce. "Export to Untick MYOB Sync Field in Salesforcev2". However I'm running into the Error: "The Column 'Id' is not found in the dataset".I want to untick a field in Salesforce. Please assist with the configuration of my Export Scenario Attached are the Errors Export by Scenario: Attached is my Export Scenario: 

Hi everyone,I'm experiencing a strange behavior with a custom action in a processing screen (similar to Process Orders).The Issue: When the process finishes, the "Processing" summary dialog appears correctly (showing 1 Success, 0 Errors, etc.). However, when the user clicks the "Close" button, the loading spinner appears briefly, and then the same success dialog pops up again. This creates an infinite loop where the only way to exit is to manually refresh the browser page.Observations: This happens even when the process is successful. It occurs across multiple different custom actions I've developed. I am using PXLongOperation.StartOperation to handle the logic.  Code Snippet: Below is the logic for one of the actions causing this: public PXAction<SOOrder> FRcreateTransfer;[PXButton(CommitChanges = true), PXUIField(DisplayName = "Create Transfer", MapEnableRights = PXCacheRights.Select)]public virtual IEnumerable frCreateTransfer(PXAdapter adapter, [PXDate] DateTime? shipDate

Hello, I made a business event for the purpose of sending out an email notification whenever a purchase receipt occurs against a purchase order. I watched a training video and also took note from the last Acumatica convention, but for some reason my event is not triggering at all. I also have a question about the email template itself. Here was the first setup I tried:  I expected the above to work as-is, but when I receive a purchase order, the business event is not triggering at all. The business event history is blank and no emails are waiting to process.Example of new receipts added on today’s date: I noticed that the employee-facing screen for PRs is actually PO3020PL, so then I tried changing to that screen instead, but then the “trigger by action” option completely disappeared, and it still does not trigger.That attempt: If someone could please advise what I could have wrong in the above set up that’d be great.My second question is for the email template itself on the same event

Hi everyone,Has anyone here actually used Global PayEx integrated with Acumatica for both AP automation and AI cash application?Global PayEX ERP IntegrationI see they officially support Acumatica integration on their website, but I'd love to get real user feedback on how it actually works in practice. Any overall impressions or things to watch out for?Thanks! 

Hi everyone,  We try to attached pdf report to an email notification.But every try system failed with Object reference not set to an instance of an object.=> I try many other report = same error=> I try the invoice report but in html format = It works=> When I retry to sent the email with business event history resume and rexecute, it works totally. We aren’t currently using the last version of Acumatica but have you face this king of error ?Thnak for your help.Regards.  

Hello, I currently have a GI set up to display an amount with a decimal that is two digits in so we can display it as 1111.00. Does anyone have any tricks for getting the value to add commas in after the hundredths place? Below is my current config.=iif([ComplianceDocument.LienWaiverAmount]=null,'-',left(cstr([ComplianceDocument.LienWaiverAmount]),instr(cstr([ComplianceDocument.LienWaiverAmount]),'.')+2)) Thank you,Justin Long 

We find ourselves in a position where the subaccount structure that we have is very unhandy to modify or extend. Yes it can be done but it’s cumbersome and will make reporting look very messy as subaccounts will overflow all standard text fields.Acumatica has virtually 0 flexibility to change anything with an existing subaccount structure. How do companies that are growing, adding new regions, new business divisions etc do this? A 20MM business does not have the same reporting needs as a 50MM/100MM/300MM business.You can’t plan the future perfectly and it feels like there’s no flexibility in Acumatica’s subaccount structure for this change and growth. Does any one have suggestions for how to handle this?Specifically: There are two entire segments of our subaccount structure that I would like to eliminate, and insert another segment between two existing ones.Coming from QB, we fundamentally misunderstood the term “subaccounts” to mean something similar to what QB means. I wish Acumatica

Hi, I need to build query which will extract ‘Landed Cost Nbr‘ field value from “Landed Costs” in Purchase Receipt entity,I guess the query must look something like that :  https://acum2025r1.arts.com/AcumaticaERP/entity/Default/24.200.001/PurchaseReceipt?$filter=ReceiptNbr eq '020305' and Type eq 'Receipt'&$expand=LandedCosts but I am not sure how to properly add “Landed Cost” field to endpointI tried to add LandedCosts group for purchase receipt same as I added ‘details’ group, It created separate entityHot to extract landed cost nbr properly ?

Hi Everyone,How to customize the Report Definitions screen to add the fields under the Default Data Source Settings for the PM Type.  

Hi All,I want to change the Freight Price and Amount on SO303000. I tried few different way but can’t make it. My most current request.I send PUT request to endpoint SalesInvoicewith body:{  "ReferenceNbr": { "value": "INVSP212099" },  "Type": { "value": "Invoice" },  "FreightDetails": [            {   "OrderNbr":{                    "value":"SP219039"                },                "OrderType":{                    "value":"SP"                },                "ShipmentNbr": {                    "value": "SHP297504"                },                "ShipmentType": {                    "value": "Shipment"                },                "FreightAmount": {                    "value": 0                }            }        ]}This will add a new line not update the current data. Do anyone have been done this before? Thank you.

While trying to import “users’ with the user type of “Portal External User” I encounter an error: “Unable to link employee with guest user. Do you want to proceed operation and remove link?” I have tried adding the dialog box with the answer of yes and it still doesn’t work.Import Scenario 

I’m experiencing an issue in Modern UI where a link in a grid column is not opening target screen when clicking on the field.Here is the TS:@columnConfig({ editorConfig: { linkCommand: "ViewBills" }, width: 70,})BillID: PXFieldState<PXFieldOptions.CommitChanges>;When I click on the BillID field, nothing happens. I also tried adding allowEdit: true, but it did not resolve the issue. What’s confusing is that in another screen I have a very similar configuration, and it works correctly the link opens as expected:@columnConfig({ editorConfig: { linkCommand: "ViewInvoice" }, width: 90})InvoiceId: PXFieldState; 

Hi all,we are currently using the Acumatica mobile application on scanners, but it is limited to certain screens.Is it possible to add additional screens, such as Move and Materials from Production Orders in the Manufacturing module, to the mobile application for scanner use?I wanted to check whether this can be done through configuration, mobile app setup, or features settings, or if it would require a customization.  

Hello. When we create a new item in acumatica, we fill in the Default Warehouse, Default Issue From, and Default Receipt To fields within the Stock Items screen.However, on the first use of the item the system creates an entry in the Item Warehouse Details and populates it from the warehouse settings instead of the item settings, which is just a broad catchall location instead of the specific location on the item. This would be fine if the material was coming/going from the non-default warehouse, but it shouldn’t be the case when using the default warehouse.Once this entry has been made, the system seems to entirely ignore the defaults in the Stock Items screen. How can i get the system to initially populate using the Stock Item settings instead of the Warehouse settings?Stock Item:Initial population after putting initial items into location 913-A-1 in an adjustment (adjustment did not default to 913-A-1 either): 

Hi all,I wanted to check the feasibility of a customization in Acumatica for Production Orders.Currently, once the Production Order moves to In-Process status, the BOM ID and Revision are locked by design, based on the Acumatica Community response, it appears a customization may be possible to alter the behavior.Our requirement is to evaluate whether the system can allow updating the BOM ID and Revision on a Production Order even after it reaches In-Process status, ideally until the final Move transaction i.e. Production order Status completed.Please review whether this is technically feasible and advise on the possible approach, impact and limitations.Attached is the Community thread for reference.How to handle BOM revision changes after a Production Order is in In-Process status? | Community

nevermind… 

I know there are a lot of endpoints, but is there a way to get a single swagger file for Acumatica’s REST API, or must I get one per endpoint? 

I am trying to create a Return for Credit for one of my customers. Usually I am able to attach/link an invoice to the RC and add the item so it returns back to my inventory. However, this particular customer/invoice does not populate the product that needs to be returned back to inventory. Does anyone have a suggestion or is there something I may be missing. I don’t want to just add the item without linking the invoice and then I end up messing up inventory or have issues refunding my customer when I do the Credit Memo. 

Hi everyone,We were having issue with the MRP,We have two separate projects, and each project has one Production order. Both production orders use the same BOM and the same material item. Both Projects are configured with inventory tracking = Track by Project quantity and cost.Scenario details: Projects ID Production Order Nbr Start Date BOM ID Purchase Order PROJ-VK-45 ORDER41326 5/11/26 BOM1 008815 JB-007 ORDER2 4/27/26 BOM1    Test steps:Created both production orders under two different projects. Since ORDER2 had the earlier start date, I placed ORDER2 on hold for testing purposes. Ran Regenerate Inventory Planning. Based on the demand from ORDER41326, the system created the supply suggestion, and we created a Purchase Order 008815 Then I removed ORDER2 from hold Ran MRP again Reviewed Inventory Planning Results by Item.Issue observed: After the second MRP run, the s

Hi all,I have a question regarding the BOM Compare screen in Multi- Level BOM.when I compare two revisions of the same Bill of Materials, the compare does not explode down to the lower material level to show the detailed component changes. Because of this, I’m not able to clearly identify the exact changes at the lower level unless I manually go and perform the BOM compare on the Lower-Level BOM itself.Is this the intended behavior of the screen, or is there any setting, configuration, or process that needs to be enabled so that it can explode fully and show the lower-level material changes directly?  

We are currently Drop-Ship Purchase Orders in Acumatica for Items that are shipped directly from the Vendor/Manufacturer to the job site/customer site. Is there any way to track these drop-ship Purchase Orders in Acumatica once the vendor ship them? we are looking to understand whether there is any standard integration or a third-party plug-in available to track shipment and delivery status for drop-ship orders.Any input or best practices would be appreciated.

Hi Team,I need guidance on customizing Global Search behavior for Invoice Reference Numbers.Current Behavior:If Invoice status = Balanced, search opens Invoices (SO303000) If Invoice status = Open or Closed, search opens Invoices and Memos (AR301000)For invoices with status Open or Closed, I want Global Search to return two results:One navigating to Invoices (SO303000) Another navigating to Invoices and Memos (AR301000)Is it possible to configure or customize Global Search to show multiple navigation results for the same reference number?If yes, how can this be achieved (Customization Project, DAC extension, or any specific configuration)?Any guidance or examples would be helpful.Thank you!  

As of now, here is a test:My goal is to import three GL transaction records in a single batch. I have been working on this scenario for over two days and several iterations. As of now, the scenario imports the records and creates 2 batches from 3 records. I am attaching the latest version of the import scenario and the sample data. As of now, the source for this data is a SQL Server table, but for simplification, I have exported it to an Excel file (attached). The amount fields in the table are defined a money columns.You may notice a lot of hard-coding because I had to hardcode several field values to understand what is going on.I am working on Acumatica 2025 R1Build 25.101.0153.7