Discussion Forums

I have a user who is concerned about the Manual Price checkbox being checked on the Invoice but it is not checked on the Sales Order. From what I can see, the prices are the same on the SO and Invoice. Where is the system getting this Manual Price field from? It is the same on the other invoices that I have checked. 

Hi everyone,I currently have an import scenario set up that creates a single purchase receipt for multiple drop ship orders. This is working well and behaving as expected.One enhancement that would make this process even more effective would be the ability to update the unit cost of the lines being added to the purchase receipt within the same import scenario.This would be especially helpful because our vendor pricing can vary based on customer location. Right now, I handle this by creating the vendor bill separately and adjusting the unit cost there using another import scenario.If it were possible to set or override the unit cost directly on the purchase receipt during import, it would allow everything to be handled in a single process and significantly improve efficiency.I’ve attached the original XML for reference.Has anyone found a way to achieve this within a single import scenario, or is this a current limitation?Thanks in advance for any insight!  

I am reviewing the Project 360 Dashboards and came across a tile that I don’t have access to. I cannot find where to provide or grant access either.  On the Project Status Screen (PM301500) form the Documents to Approve widget is showing as below and states that I do not have enough permission to view this,  (I am an admin account)  If you click into the “Unpaid AP bills” tile it takes you to the Approvals page, where I have access to. And the “Potential Change Orders” tile takes you to the “Change Orders “ screen which I also have access to. I reviewed the Site Map, Class Dashboards, and Dashboards screens, Access Rights by Screen menu and could not find the correct area to update permissions.  Would anyone know where I would go to update the permissions? Is this a potential bug? 

Hello all,I have a requirement where if a customer wants to return an item, the replacement item is first shipped and then the older item is received. Now in this case, the replaced item could be different than the originalone. How can I process this?

I have created Generic Inquiry AccountBalances.Created date parameter Dateadded conditionenabled odata i see that url in $metadata. Without param that odata endpoint works fine. Found documentation that explained how to set paramhttps://help-2025r1.acumatica.com/(W(14))/Wiki/ShowWiki.aspx?pageid=7990b4d9-1f40-4654-9494-7b2f6abfd023 But when I trying to fetch data via postman/Acumatica/odata/SomeCompany/AccountBalances_WithParameters(Date=2025-01-01)?$format=jsonor /Acumatica/odata/SomeCompany/AccountBalances_WithParameters(Date=@p1)?$format=json&p1=2025-01-01 it returns 404 How I can correctly pass that Date param ?

Hi Acumatica experts,We're looking for cash application automation to streamline our AR process — specifically, automatically matching bulk bank payments with open customer invoices using AI/ML, just like NetSuite Cash Application or SAP Cash Application do.For example, we receive a batch of payments from the bank and use AI to automatically match customer payments with open invoices to reduce manual work.Questions: Does Acumatica have native cash application automation (not just bank reconciliation) that can do this? If yes, which module/feature and how well does it work? Are there recommended third-party add-ons in the Acumatica Marketplace that specialize in cash application automation? The accounting department are actually seeking AP automation at the same time, is there a recommend tool can support both?

This is more of a discussion topic than a question… I’m considering a customization that uses the REST API internally to access data stored in Acumatica.  I know that this isn’t the recommended API. I should be using the Platform API, but there is a good chance that what is being developped will eventualy move outside of Acumatica as a standalone application that talks to Acumatica.What are your thoughts on this?

Each of my report pages is based on a single record. I’ve heard it rumored that there’s a possibility of making a variable at execution time which would record the value I’m looking for ([PMQuote.CuryAmount]) and return 1 or 0 (or True or False, etc.) when [PMQuote.CuryAmount] > 3000, and then I could use that variable (somehow? Not sure) to control whether or not my background image prints on a page.I’m new to Acumatica, so I don’t know where to start with this. Can anyone please advise me as to how I might go about doing it?

 The AR numbering sequence is currently set up to use a single sequence for invoices, credit memos, and debit memos as below; However, upon review, duplicate reference numbers were identified as outlined below: Could you please advise what may be causing these duplicates?

After upgrading to 2025 R2 Build 25.201.0213.3, we encountered a very strange issue.Within one day right after the upgrade, we accidentally found that clicking the Inventory ID in the sales order details grid had no response and triggered no error and no pop-up window displayed.We spent a lot of time troubleshooting and conducting tests in the test environment, which has been upgraded for two months and works properly.When we were at a loss, the function suddenly and miraculously returned to normal today. Clicking the Inventory ID now brings up the pop-up window as expected.We did not update the browser (both Chrome and Edge showed the same issue in previous tests), nor did we modify any line of customization code. The problem got fixed automatically out of nowhere, which is extremely weird.Does anyone know the root cause?

I am working in Acumatica Modern UI customization and I have a Smart Panel with an Upload button.  When the user clicks the Upload button, a file upload dialog (<qp-upload-dialog>) should appear.Here is the code I currently have: When I click the Upload button, the file upload dialog does not appear in  Modern UI.  But it was working as expected in Classic UI. Thanks in advance for your time and support.

The Item ID hyperlink on Sales Order and Shipment details cannot open the Stock Item popup window, no response after clicking.But the same Item ID link works fine in AR Invoice screen, can open stock item page normally.Can somebody give some advice?

Hello TeamI am trying to use the customer metafield to sales order description.I’ve done the required mapping based on the below KB Article The same entity mapping working for customer entity but it is not working for sales order. https://community.acumatica.com/how-tos-and-faqs-262/how-to-map-shopify-metafields-to-acumatica-fields-when-importing-data-30209?tid=30209&fid=262 Try to bring the customer metafield when the shopify order customer, Order> Customer> metafield the data has to pull and update in the sales order description on header level. https://community.acumatica.com/how-tos-and-faqs-262/how-to-map-shopify-metafields-to-acumatica-fields-when-importing-data-30209?tid=30209&fid=262 Could you please any one can help why it is not working on sales order description.

Hello, I created a custom quoting software in Python for the machine shop I work for.  It auto generates a routing with set-up time, run units, and run time. As well as what material to use based on user inputs. previously we have just ran this software then just copied it over into Acumatica, so Acumatica gives a unit price.   I am trying to get this info to be pushed to Acumatica via the rest API.  I have successfully been able to put/patch the info from my software to Acumatica.  The one tricky thing I have been having problems with is Acumatica calculating everything incorrectly.  Resulting in me editing the times and reverting it back to get Acumatica to give me the correct costs. For Example:image (8) shows the data fresh from my calculator in Acumatica.  You can see it is not calculating fixed labor costs at all.  2: the variable labor cost is off..   some operations have no run time but still show a variable labor cost.  The material cost is also off.  when I go into estimate o

We have recently upgraded from Acumatica 2024R2 to 2025R2, and we are still using the Classic UI (not Modern UI). In our previous 2024R2 environment, we were able to display the Total Cost field on the PO Receipts (PO302000) form, which showed the total monetary value of the received items.However, after upgrading to 2025R2, the Total Cost field is no longer visible on the PO Receipt page, What is the recommended way to re-add the Total Cost field to the PO Receipts (PO302000) form

the issue I am seeing now but wasn't there before is. When you link a SO to create a PO. The create PO is taking the date listed under the ship to date vs the requested on date stated on the SO. Any one know how to fix that? here are screen shots: SO: Create PO: should state Jan 28th but it doesnt. 

Ive been getting questions from our engineer to order team about utilizing Planning Production Orders to drive demand, instead of utilizing BOMs. However, I haven't been able to find any documented process of “next steps” after initially driving demand. Is there much of a documented process to replacing or changing to Regular production orders once ready to produce? It seems from initial research, that any use of PL Production Order Types is simply a manual management of use. Any help would be appreciated! 

We have a customer who wants to use multiple virtual warehouses to allocate stock.In reality, all of the items are in the same physical location.If a particular warehouse is selected on the sales order, so in turn the shipment, is it possible to change the warehouse that the item is picked from when using the Automated Warehouse Operations/handheld device? 

Does anyone know the answer to this question from our customer? We are getting ready to go live with the ability to ship internationally out of Acumatica. We were testing a shipment this morning and comparing the label that printed to the label that prints from UPS Worldship, and the Worldship label has a second label printed that is a barcode version of the commercial invoice.  Is it possible that we can get the commercial invoice that is created in acumatica to also print out as a second label to be placed on the package? We were told by our UPS rep that the second barcode label needs to be on the box so customs can scan and bring it up electronically. 

Yes you can export tracking number from Acumatica to BigCommerce/Shopify. To do so you nee to put tracking numbers in the line with box under Packages Tab.Keep in mind following rules: When shipments that include multiple boxes with separate tracking numbers are exported from Acumatica ERP to BigCommerce or Shopify, the system checks if the following conditions are met: • Each item in the shipment is linked with a particular box. If an item is not assigned to any box, the system displays an error. • Each box in the shipment contains at least one item. If a box is not assigned at least one item, the system displays an error. During the synchronization of shipments with Shopify or BigCommerce, for each box in the shipment, a separate shipment with a separate tracking number is created in the online store. Boxes that don't have any items assigned or are missing a tracking number are not exported to the online store.

Hi everyone,I'm currently trying to connect a FLEX synchronization scenario to a secure SFTP server. The SFTP server has been configured to use OpenSSH public/private key authentication.I followed the official documentation carefully: https://help.acumatica.com/(W(14))/Wiki/ShowWiki.aspx?pageid=d9555f46-0a48-4059-8082-decc6b8e3652 However, when I try to establish the connection, I get the following error message:Permission denied (publickey) FYI : The SFTP user does not have a password (only key-based access) but FLEX seems to hash the password even when the password field is left empty, which might be causing the authentication to fail.

I am having trouble moving GI Condition rows using the “Move Row Up” and “Move Row Down” buttons. When I select a row and click the “Move Row Up” button nothing happens. In my screenshot below, the only way I can “move” the row at the bottom up to the second row is to delete all 17 intervening rows and then manually add them all back below the new row. I don't have an option to import criteria either, which would be useful here.Is this really the only way to “insert” a GI condition somewhere other than the bottom row?Can’t Edit GI Criteria Row Order Thank you!

We’re currently preparing for an MRP implementation in Acumatica, and one of the key risks we’re anticipating is how the system will handle split Sales Orders tied to the same item.Due to capital budget constraints, it’s common in our environment for a single project/item to be split across multiple Sales Orders—sometimes up to 6–8 based on customer capital funding limits (typically around $5,000 per order). From an operational standpoint, these do not represent separate demand signals; they reflect a single underlying requirement that is fragmented for financial reasons.Our concern is how MRP will interpret this structure:Will each split SO be treated as independent demand, potentially inflating supply signals? What is the best way to maintain a unified supply strategy (single PO or Production Order) while demand is distributed across multiple SOs? Are there recommended configurations, linking mechanisms, or planning practices to prevent duplicate or excessive planned orders in this s

We have an original invoice of $10,000 with 2% cash discount for payment within 10 days.We returned goods worth $1,000 via debit adjustment.The system still calculates cash discount based on the original invoice amount ($200 discount), instead of the adjusted net amount of $9,000 (correct discount should be $180).My temporary workaround: I used a $9,000 debit adjustment to offset the original bill, then recreated a new $9,000 bill to get the correct payment amount.Could anyone advise if this method is acceptable? Are there better solutions?

How do we update prices for service contracts?When we update a recurring price, this does not cascade to the next period. It reverts back to the original price from two periods ago. Is there a function to update prices and cascade those prices to every period forward?