Discussion Forums

I’m trying to update the Days Sales Outstanding to accurately reflect how our accounting team calculates DSO. I’m able to get monthly sales and current AR, however, I can’t get prior AR. For example, for March, 12th of 2026, I would want to pull open AR for March 12, 2025, December 12th 2025, and September 12th, 2025. Is there a way to pull that information into this table, and if so, how? 

Based on testing in 25R2, using Generate Orders for Subassembly pegs the Constraint Date to the Parent Order Start Date (not the individual Operation Start Dates) for the Subassembly orders that are generated.The Due Date is smart enough to look at the Operation Start Date for when the Painted Assembly is actually needed, but Due Date has no impact in the Generate Orders for Subassembly action.We’d like the Constraint Dates for the child orders to be pegged to the OPERATION start date, not the ORDER start date.  Is there a configuration we’re missing?  We do not use APS.Other areas of the system seem to look at OPERATION start date to determine Constraint Dates/Promise Dates/Demand Dates.  I know on the Order Type you can force the MRP system to “Use Order Start Date for MRP”, which pegs all Constraint dates to the ORDER start date, but there is no setting for generating production orders that says “Use Order Start Date [for pegging demand dates]”.  This behavior seems inconsistent wit

Hi Everyone, I’m trying to have more than one mailing “Default sources” under the Mailing and Printing Tab of Purchase Order Preferences, as seen in below screenshot. The issue is that, when i create a PO logged in to each of the branch, then when i click “Email PO”, only for the first branch’s PO does send the email successfully. For the rest of the 2 branches POs, clicking “Email PO” throws an error. Please see below screenshot for the specific error: Please help!Thanks,​​​​​​​Wandile

Is there a good way to accomplish this special situation?   Send shopify transfer order details to Acumatica as 1 step transfers. Thanks,Nirav S.

I import some records from file for Requisitions screen. in my file i have column with unit cost but unit cost not updated. Help please

I know that if I Prepare Invoice FROM the Sales Order after the shipment and return are complete, I will get a single invoice with both the return and the new item(s).However, that isn’t normal processing.  We don’t want to handle RMA invoicing separately. When we use Process Shipments > Prepare Invoice - we want to hold off invoicing till everything is returned and replacement shipped and create a single invoice (or credit memo if more returned than shipped). Is there any way to force the shipped and returned items into a single invoice?

Hello, I am required to initiate an approval process for Cash Transactions.However, I do not want the approval process to apply when the Cash Transaction originates from the Process Bank Transactions form, as those transactions are released by default without manual intervention.Is there a way to identify the origin of a Cash Transaction and bypass the approval process when it has been created through the Process Bank Transactions form?Thank YouAmanda 

Hello,We are on Build 25.100.0054.6 and we were in contact with UPS for a separate issue we were encountering.They informed us in their communication the following:“Starting Q3, 2026, the lifespan of OAuth tokens will be reduced from 4 hours to 1 hour. This means your integration must generate a new token every hour instead of every 4 hours to maintain uninterrupted access to UPS APIs. If your integration is hardcoded to refresh tokens every 4 hours, you will need to update your logic”We are wondering if this will potentially change how the carrier is connected with Acumatica and if this change will impact the connection with Acumatica at all?Thank you!

I am getting a 406 Not Acceptable Error when trying to POST to {AcumaticURL}/24.200.001/Email endpoint.  My Payload is:{ "Subject": { "value": "Draft Email for Opportunity"}, "Body": {"value": "This is the body of the draft email."}, "MailStatus": { "value": "Draft" }, "ClassID": { "value": "Email" }, "IsIncoming": { "value": false }, "RelatedEntityNoteID": { "value": "xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxx" }, "To": { "value": "recipient@somecompany.com" }, "From": { "value": "sender@mycompany.com" },}I have tried “NoteID”, “RelatedEntitiyNoteID” with the Note ID of the Opportunity, that I get from a GET I am out of ideas, good ole google hasn’t help either.   Any guidance would be helpful.   I also tried using the \activity endpoint as well, same 406. Headers have Content-Type:  application/json & Accept:  application/jsonAny help would be appreciated.

We’re using Pacejet with pack and ship in Acumatica. I’m wondering if anyone is having speed issues like I’m having. It takes about 45 seconds to confirm an order.

I did my homework and found this article which explains how to retrieve an attribute from a KV table.I am trying to get an attribute from POReceiptItemLotSerialAttributesHeaderKvExt.  The main table is obviously POReceiptItemLotSerialAttributesHeader.When I try to get the attribute the object is null.In my code, I get the POReceiptItemLotSerialAttributesHeader record.  Then, I try to pull the Attribute using that record for the attribute “AttributeSEEDCALC”.Here is the code in my extension.   public class POReceiptEntry_Extension : PXGraphExtension<PX.Objects.PO.POReceiptEntry> { #region Event Handlers protected void _(Events.RowUpdated<INItemLotSerialAttribute> e) { var row = (INItemLotSerialAttribute)e.Row; if (row == null) return; string measurement = null; double seedsPerLB = 0; double seedsPerGR = 0; double dweight = 0; double dseedsPer = 0; POReceipt pOReceipt = Base.Document.Current; if (pOReceipt == null) return; POReceiptItemLotSerialAttribut

We just found out we cannot print drop-ship POs once it’s been received while being in the PO. Does anyone know the reason? We have a work-around of reopening the PO and printing, or using the Printed Form in the PO list screen. 

Hi there,Is there any project management software that integrates with Acumatica? I have seen the community-supported Smartsheet integration and a reference to Assignar but nothing else. We are investigating options.We are not using construction edition - we need project management for product development projects.Thank you!

How to change exported excel file name financial statement ( report generated with report definition )? i want to change excel document name to description + ( YYYY-MM-DD) thank you 

Hi all,Has anyone ever seen a situation where an Invoice is Oh Hold or in the Balanced status, yet it has a Batch Number connected to it as it has been posted to the General Ledger?-RJ

We want to use the shipping label that has an extra removable tab at the top.  Fedex wants to see"label_size": "4X6.75_TRAILING_DOC_TAB"We are using the Easypost API and it doesn’t support this size, the closest is regular 4x6.  Easypost supports it but the API doesn’t.  Has anyone managed to use this label size with any of the carrier integrations?

I use acumatica from 2016 and use 2016 version with .net 4.8. and i migration into acumatica version 2024 and still use .net 4.8, why u dont upgrade your engine ? fix ui and ux only.

I am looking for a solution to find a way to edit my generic inquiry to highlight the names or descriptions in Appointments screen.I have configured my GI; the last thing I am trying to do is to find a way to see the duplicate names in Yellow.The result is  Could you please advise me on a way to highlight duplicate names in yellow?I tried using formulas in the Style and Grouping Tab sections, but I couldn't find a way to highlight duplicate values.

I am trying to customize the Item Class selector in the Appointment screen (FS300200) → Details tab → Add Items popup. My requirement is to filter the list of Item Classes based on custom business logic. Initially, I tried to achieve this using a CacheAttached event by creating an extension for AppointmentEntry and modifying the FSSiteStatusFilter.ItemClass selector attribute. However, my customization is not taking effect.While debugging, I noticed that the FSSiteStatusFilter cache is available under the AppointmentEntry graph instance. However, when I open the AppointmentEntry graph code in Visual Studio, I cannot find the related view or filter implementation there.Based on this, I assume that this functionality is coming from a separate AppointmentEntry graph extension.I started investigating the implementation: The Add Items button triggers the showItem callback command. I found this command in the Field Service library under: AddItemLookupBaseExt<TGraph, TDocument, TItemInfo

Good afternoon,Our company currently has it set up for all sales orders entered to go on an initial “On hold” status...but once thats removed, it moves over to “awaiting payment” status for payment collection.Is it necessary to have both of these set up or does it seem redundant?We have the parameters already set up for credit holds and everything as well...so orders wouldnt move past “awaiting payment” unless manually altered.

Hi everyone,I’m currently trying to import some old, closed cases from our previous CRM for historical data, but I’m running into an issue with matching contacts in the import. I’m testing with a few records where I’ve verified the contact exists in the business account and is active, and I can manually create a case using the same data from my import scenario and in the same order as it’s listed in the scenario and it will properly match and save the contact in that case.Here’s a screen shot of the import scenario:Maybe there’s something obvious I’m doing wrong with this import scenario? I have tried moving fields order around a bit without any change. If there’s any other info that would help, please let me know.Thank you!

Is there a way we can sync the actual HTML code to the shopify product description?  

Is there a way to give certain users access to file management while restricting what modules they can see on the Search in Files screen?We attach documentation and manuals to orders, and if a document applies to multiple orders it ends up being uploaded multiple times. We would like users to link to the file instead, which would conserve space, make updates easier, and give us better visibility into what the document is attached to through the entities tab.

What method does everyone use for prepayments on SOs when customer requires a prepayment invoice? Sometimes we will have customers who do not accept SOs with prepayment options. They will not pay on that. Our current fix is to utilize a user-defined field that generates a document which says prepayment invoice but still has the SO number on there. When payment comes through, I apply to the SO so that it will deduct from the balance once we invoice. One issue that arises is that the SO will still show as unbilled given that no invoice is actually generated. Just curious if there is built in functionality that we are not using which handles this situation better. 

We have a production report that has a default date established in its parameters (@YearStart, @WeekEnd-1, etc.)  After the upgrade to 25R2 and Modern UI, these parameters no longer return results. Some AI searching mentions that the way relative parameters are evaluated has changed with Modern UI, and using relative parameters like @YearStart returns a NULL.Wondering if anyone has figured out the work around for this in Modern UI?