Discussion Forums

I am trying to set up my AP Bill Approval Map to ignore all of our vendors that are carriers. They come through via EDI and have a separate process that they must go through. When I turn on the Bill Approval, my EDI invoices receive an error. How can I code my map to ignore these vendors?   

Hi, what is the likely cause of an issue where the “Print” action on an Invoice in the Invoice and Memos screen does not open the invoice as a PDF Preview. Instead, the Invoice/Memo report screen pops up to select an invoice (so not permissions? and not popup blocking). The invoice number is not being passed through with the Print action. This does not affect all users. Clearing cache, different browsers etc not working. Same problem though with similar functions eg printing AP Register Detailed report from an AP Invoice. 

Hi Everyone! I just wanted to share that Strategies Group has been working on our video series for the past year and we are looking to do more videos! We’d love your suggestions for topics that might be a good fit that users are interested in learning more about! Check out our series and let us know what you think:https://www.youtube.com/playlist?list=PLGVCHmpJ4_woPSCyGrLEC7vHFV4N198fn 

Has anyone integrated ACU billing to SAP Ariba?

Hi everyone! I know we are approaching EOY quickly. Just wanted to share this guide to help you with account payable year-end actions! https://www.strategiesgroup.com/acumatica-accounts-payable-year-end-actions/ 

When a user creates a Journal Voucher to reclassify an AP Bill (APB) and an AP Prepayment (APPR), they enter the correct Project and Project Task for both documents.However, after the Journal Voucher is released: The AP Bill retains the correct Project information. The AP Prepayment shows Project = “X – Non-Project” in the Financial tab. Why does the system ignore the Project information for the Prepayment while the Bill behaves as expected?

The Vendor Transaction History report (PM706220) / 24R1 is not pulling details properly when there is more than one project on the AP Bill / Invoice.  It only shows the invoice as project XIs there a fix for this ? 

What are the options to have invoice attachments automatically attached to email when sending invoice (version 24R1)?(apologies if this is a dup)  

We are a manufacturing company using 2023R2 and we are trying to find a process where we can pre invoice some of our clients before we ship the product.  

I’m looking for best practices on how to track employee time entries that are linked to specific project issues—ideally in the context of a daily field report.The goal is to capture: Which employee worked on which issue How much time was spent The ability to tie this to a project and task A report or inquiry that summarizes this daily Has anyone tackled a similar need? Any advice or design patterns would be greatly appreciated!Thanks in advance!

When printing AR Invoice with a project link to it, the system routes me to ProInvoice/Memo (pm641000) form. How do I change the setting to be able to print the regular AR Invoice form (Invoice/Memo - AR641000) for invoices with projects link to it? I have tried going into Mailing & Printing settings of Project Preferences, but the AR Invoice is not available to select. Any ideas how to change this please? Printed form: I want the below to be printed: 

I’m trying to add photos to a files customization project, however I don’t see them on the list of add files to add. I believe my added photos are in the right spot, but I don’t see them. Are they in the right place? 

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 Acumatica Community Webinar - Acumatica × Power Automate: Export Cases and Activities - November 18, 2025 - RecordingAcumatica × Power Automate: Export Cases and Activities (with JSON parsing)Learn a fast, repeatable way to pull Acumatica Cases and

Hi there, I am searching for any available in depth training materials, webinars or Acumatica university materials covering Business events and Automation Schedules. Unfortunately, I could not locate anything apart from the online help. 

Anyone have any pointers as to why these two joins are not working? It seems that any new table/join I add to the AIA report on 25 R2 does not work. See below:  

In 2023R1, a new checkbox called “Disable Automatic Tax Calculation” is introduced in the Order Types(SO201000) form. When this checkbox is selected, the system will refrain from recalculating the taxes for the Sales Orders and Invoices.   The Commerce connector will import the Taxes from external systems such as BigCommerce, Shopify, Amazon etc., if the “Tax Synchronization” checkbox is selected in the Stores form.  If the “Tax Synchronization” checkbox is selected in the Stores form and if the selected Order Type in Order Type for Import selector has “Disable Automatic Tax Calculation” unchecked

Hi, How to delete UnAssigned Locations lines in Inventory Summary. In Inventory Summary data is not saving through direct tables.Can anyone Suggest me how to delete UnAssigned Location from Inventory Summary.Thanks,Giri.

I'm trying to create a button that will run both the Print Labels and Print Shipment Confirmation actions for a shipment. I found some examples in the Acumatica base code that look to run one action, then wait, then run another, but it's not working for me. Below is one of the code examples I'm trying. The order which they run doesn’t matter. Everything I’ve tried either doesn't run the second action, or doesn’t run either action. I think I'm having trouble because one returns files and the other runs a report. Any ideas on what to do? public PXAction<SOShipment> printCombinedLabelShipmentConfirmation; [PXButton(CommitChanges = true), PXUIField(DisplayName = "Print Labels/Packing Slip", MapEnableRights = PXCacheRights.Select, MapViewRights = PXCacheRights.Select)] public virtual IEnumerable PrintCombinedLabelShipmentConfirmation(PXAdapter adapter) {     var list = adapter.Get<SOShipment&

Hi,Currently, users create Expense Receipts, then manually transfer them to Expense Claims, which are submitted for approval. This separation causes confusion and is time consuming.We’re considering a new approach: Add approval to the Receipt. Once approved, use a Business Event to automatically create and submit the Claim. Remove the approval step from the Claim. Has anyone implemented this kind of flow? Is it practical or problematic? We're aiming for a smoother and more user-friendly experience.How do you use the both form with the employees?Thanks

When a user clicks Create Shipment on the Sales Order screen, I want to update each line of the Sales Order with the current date if the line was shipped.I tried 10 different ways to do this.  The easiest way I though of was to use the SOShipLine Row Persisting or Row Persisted method on the Shipments graph extension.  In those methods, I tried to get the SOLine related to the SOShipmentLine being saved to the DB and update the SOLine custom field.  This throws an error the the SOLine is already updated and the update to SOLine is rolled back.My next approach is to override the CreateShipmentIssue method that is called when you click Create Shipment.  I am invoking the method, then trying to update the SOLine after the method has been invoked.After the method has been invoked, I try to get the SOShipLine where the SOLine has the SOShipLine.origOrderNbr, SOShipLine.origLineNbr, and SOShipLine.origOrderType fields.However, the select returns null.  I think

We changed a stock item's posting class. One year later, it still uses the GL defined in the old one. Why?  The item and posting class Gl accounts are defined with the new accounts.  I’ve looked at the bill of material, the sales order, warehouse, location.  Nothing suggests that the old accounts should be hit.  This is happening for issues out of the warehouse but does not appear to affect receipts.

I would appreciate hearing from anyone that has integrated Acumatica with Salesforce.  We are planning to use Celigo as the iPaaS since the integration is a little more complex than Acumatica’s standard product.  Any “Dos’ and Don’ts”?    

Hello,Just installed report designer. My first project is to figure out why the PDF file of a report has a data set that the bounced excel file does not. I came across this linkhttps://www.augforums.com/forums/acumatica-report-designer/export-report-to-excel-totally-skews-report-but-it-pdf-looks-perfect/I totally understand this. However, I don't understand how the row/column layout works regarding this. From the link i get what the green box shows. but how do multiple data values use the same “excel cell”, but when pushed to excel they’re not actually those values. 

I am fill created by field by some user. But when document saved “created by” filled by user which run process screen. 

Hi there,i hope you can help.We’re imorting the objects customer, customer location and order from Shopify. The import of the objects customer and customer location was successfully and i can see the data in the ERP, but i do get this error message for some orders: The record cannot be synchronized because it does not exist in the ERP and external system.I do not understand what’s the issue of those orders. The items and IDs of the products exist in the ERP and other orders with the same products were succesfully imported.I see in the synch overview that the external ID exists and it forwards me to the correct order in shopify.Any ideas how i can proceed in getting those orders imported?