Discussion Forums

A number of ERPs have the option run weighted average costing at a Stock Item level. While Acumatica has an average cost on the price/cost tab of a stock item, cost of sales on invoicing and stock valuation uses Item Warehouse average cost or Location average cost (if costing at location level). Is there a solution to achieve Item level costing? I am considering running standard cost and using a business event triggered by IN Receipts to recalculate a stock level average cost; update the Pending cost ;and then use an import scenario to run the Update Standard cost process. What I need is a GI that does the right calculation. Unfortunately when standard cost is used the average cost stored on a stock item is the standard cost and the actual average cost is not recorded. If any one has tried and would share the GI, this would be appreciate. 

I have a development instance of Acumatica 2025R2 setup and am testing sending requests to the OData DAC endpoints. Specifically I am targeting the PX_Objects_CS_Segment endpoint and have noticed an issue when including the Length field in the $select parameter. When testing in Postman, these requests return the expected data:{{EndpointURLDAC}}/t/SalesDemo/api/odata/dac/PX_Objects_CS_Segment {{EndpointURLDAC}}/t/SalesDemo/api/odata/dac/PX_Objects_CS_Segment?$top=5 {{EndpointURLDAC}}/t/SalesDemo/api/odata/dac/PX_Objects_CS_Segment?$select=SegmentID,DimensionID,Descr,EditMask,FillCharac

Is there a way to run turnover automatically? I see automation schedule as a option for turnover, however that sets the period to be one defined value, meaning that the schedule will break when the month starts. Is there a way to keep this program running indefinitely? 

I’m trying to create a report that produces a excel sheet with cell borders. However, I can’t figure out how to get the borders to display in Excel. Is there a way to format the excel cells in Report Designer?

I am building this GI to get GP$. it seems like the formulas I am using is not giving me the accurate answer. Can someone please check formula to see if I have the right one. =IIf(    [ARTran.TranDate] >= '2025-01-01'    And [ARTran.TranDate] < '2026-01-01',    [ARTran.CuryTranAmt] - [ARTran.Cost],    0)

We have a customization that displays a warning popup with Yes/No buttons when an item is added to a Sales Order with a unit price of 0 or 999.99.If the user selects Yes, they can proceed with the line item at 0 or 999.99 and save it. If the user selects No, the system cancels the added line.This functionality works correctly when users manually add or update items.However, when we copy and paste a Sales Order that includes items with a 0 or 999.99 unit price, the system displays a browser-level alert (with only an “OK” button) instead of the expected Yes/No confirmation popup.Could you please help us achieve the same Yes/No confirmation behavior w

Hi,I have a custom screen with multiple tabs. The tabs are dynamically displaying based on header '’document type'’ field. The tabs are working correctly when i open the screen. But when I navigate to the same screen using PXRequiredRedirectException from a custom process screen, the tabs are not populating values. Only the first tab works correctly. Others will populate when i refresh it manually. How to solve this?  

 From this screen , how to know if this AR invoice was created manually in this AR Invoice and Memo screen or was it automatically created as part of creating a Pro-forma ?is there a field that can enable me to identify this in the Invoice and Memo screen (AR301000) ?

Hello Everyone,Could you please advise or share any documentation on how to print inventory labels from the Receive and Put Away screens in the WMS Mobile App?Thank youJennifer

Hello Acumatica community, I was testing how to change the base UOM for a stock item and received the following error message:This was after I created an Adjustment entry and removed the item from all open SO and PO lines.Has anyone seen and resolved this error message before when changing the base UOM?Thank you!

We are testing the modern UI in 2025R2, and are no longer able to drag a file from Windows Explorer on to an Acumatica screen and have it upload to the Files area.  When trying this, the file appears to go directly to the workstation's Downloads folder.So far, to make it work we have to click on Files, then drag and drop to that window.  This is a minor inconvenience, but I couldn’t find anything on it in the 25R2 release notes so wondering if we are missing something.  Anyone else seeing this or aware of documentation on the change?

Hi everyone,Has anyone tried creating a business event from a custom screen? We attempted using a GI as a workaround by pulling data from the audit history, but the business event still isn’t triggering.Thank you!

I'm not sure if this is possible in the modern interface, but I wanted to ask.Currently, in the classic 25R2 interface, when a user creates an accounts payable invoice, the FIRST field they enter is "Vendor." Then, using the TAB key, they cycle through each field following the specific procedure we've requested. From "Vendor," the TAB key goes to "Date," then to the left, then to "Location," and finally to the middle column. See the image below of the classic 25R2 interface.A customization has been added to the fields to specify the order when the Tab key is pressed. But in the modern version, it's not working correctly. Could you help me with the parameters I need to use to make this work in the modern version? 

We use the Shopify Connector for Acumatica and have run into a workflow question:If an item has already been synced with Shopify and we later decide to de-list it from Shopify (but keep it active in Acumatica), the usual step is to uncheck the "Export to external system" box.However, when we do this, the item in Shopify remains Active and continues to appear in the online sales channel. The only effect seems to be that no further changes are synced after that point—it does not change the Shopify product status (Active → Draft) or remove it from the online store.At the moment, it seems the only options are: Change the Acumatica item status to Inactive, or Manually change the item’s Ecommerce Visibility in Acumatica. Question:Is there a way to configure the Acumatica → Shopify integration so that when the "Ex

I would like help on adding the AP Bill number to the Acumatica PO Receipts GI,Helpful to see if have PO Receipts with no AP Bill. 

Hello,On the standard Acumatica Receiving Clerk dashboard is an item called “Receipts with no Bills”.  I examined the GI behind this and it seems incorrect.  The selection criteria is as follows.This seems incorrect as it is checking a text field that seems unrelated to determining if there is a bill.  While it says “InvoiceNbr”, the field is actually the Vendor Ref. when you examine the data.

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 What you may have missed in the Acumatica Community! January, 2026With so much going on in the Acumatica Community I have consolidated recent activities in case you missed anything.Connect, Learn and Share  

I need to perform some additional calculations on the results of a pivot table. How might this be possible? The goal is to come up with a value that is this formula:SUM(Invoice Total) / COUNT (Number of Invoice RefNbr values) for a given customer & time period.I am struggling to produce this number because of the limitations I am finding within Generic Inquiries.Similar/Reference posts:  Does anyone know if this is possible? I also see that other people are attempting to to aggregate fun

When I link an open Purchase Order to a Production Order using the PO Link button, the PO and Line do not show on the outside process tab. Does that tab only show the PO when you create the PO from the Production Order? 

We are using the Distribution module as as of January 2026 are required to capture attributes for product.  We can set it up on the stock item tab once if it’s based on the item (only 1 vendor).  If there are multiple vendors for the item, how can we setup the attributes to be specific to the vendor?  I realize there is a way to capture the attribute at the lot/serial number level however that would require entry for each item receipt. (Lot of work!)Example:Item          Vendor         Brand (Attribute)85204       Vendor A      New England Food85204       Vendor B      Kraft85204       Vendor C      P&G

I am trying to add a custom field to the PO505000 (Create Purchase Orders) screen, but when I click the “customize existing screen” button in the project editor and then go to the screen to edit it, I am getting the error shown below: I have tried publishing the project after adding the screen but that has not worked. I have also tried removing the screen, publishing the project, and adding it back into the project but that has also not helped. Any ideas on things I can try would be greatly appreciated!

I created a mass email and used the HTML and previewed the message. The email message display shows what I need. When I send the emails, the information is correct, but when I open the email, the embedded page does not show. What am I doing wrong? 

Hey folks - do we know if there is a way to create a mapping, without customization to default the Ship Via - or are we forever bound by the Shipping mapping on the Store Settings?i.e. when a new shipment method is created in shopify and we want to import an order the system errors out because the mapping to the ship via is not provided on the Store Settings. How can we default one ship via value?

I’ve been looking around and see that it should be possible to use the Create Purchase Order screen to create 1 PO from multiple Sales Orders lines.  But when I click the POs I want to combine, it creates multiple POs.  Is there a flag or setting somewhere that I may be missing.  The POs are for the same item and same vendor

I’m seeing the error message: [2025-11-19 12:17:33.647] Cannot delete C:\[tenant]\App_Data\TSScreenInfo\Company folder, lock.json is present, pid=21156, ppid=17096 I presume this relates to a fatal build error in the previous publish attempt, which aborted with an HTML Merge error. It seems like the lock.json is not deleted when the publish exits abnormally.I have to manually delete that file before I can Publish.The issue might go away if the HTML Merge error gets fixed in a new version, but it strikes me that the Publish ought to remove the lock file.This is with 25.200.0248.