Discussion Forums

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

In the classic dashboards, when you click on a KPI widget it takes you to that GI with all your filters accurately displayed so you can see quickly what info makes up that KPI. In the Modern dashboard, it does not carry any of your parameters from the dashboard over to the GI. You would have to refilter from there. This seems like a regression in Dashboards. It was much easier to view what the KPI was made of before switching over. Has anyone else experienced this? Is there a solution in the works to use the behavior of the classic dashboards since that was easier to navigate and get information fast?

We recently updated from 24R2 to 25R2. For HIPAA and data security reasons, we need an audit trail on our customer accounts. 24R2 and previous releases, clicking audit history from the AR303000 showed ONLY the audit history for the current client.After the upgrade, the audit history shows audit history in chronological order for all accounts, and only about 2 days worth of audits shows up on the page.Screenshot of current audit history--expanding the history shows field changes for any customer, not just limited to the customer ID.Same customer - audit history from 24R2 (we still have a testDB prebackup). expanding the changes is limited to the customer ID.  Our developer has been unable to find the changes in this screen.  Do we need to try to build a GI to re-create this funtionality? Our security policy requires this audit log to be accessible and usable. Thanks!

In 2025 R2, the error message is misspelt for unknown and shows uknown, just an FYI. I already know I needed to import APTran, just wanted to make it known that there is a misspelling there.   

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.

I am at a loss.  I have read just about everything I can and have no clue what I am doing wrong.  I have an APP ID for open exchange rate. What do I do with it though?I have followed steps for setting up multi currency but there is still something missing.What required data is missing?  

Is there a way to fire a report triggered by a Business Events and sent to DeviceHub printer?

Is anyone else having issues changing the system date in 2026R1 in the Edge browser? Seems to be isolated there but works fine in Firefox. Just checking if I can change a browser setting or if there’s another option.Click but no result :)  

In the Posting Class, I’ve configured the Subaccount to pull the first 3 segments from the Warehouse. I also have the subaccounts set up on the Warehouse level. However, when I create an SO, Shipment, and the resulting GL transaction, it’s still pulling from the Inventory Item instead of the Warehouse. Am I missing a setup step somewhere?

Just wondering if there is a way to we enter ABN details for a customer?