Discussion Forums

I have an Appointment GI that I am wanting to show the Date  + Time in the results.  If I add the field directly to the results grid it only shows a Date.  If I do: =[FSAppointment.CreatedDateTime], it does show the Date and Time in the GI but in UTC.  Is there a standard way to show the time in a GI for this field or am I required to do the dateadd feature to adjust. ThanksChris Lower

Can someone support me by providing a copy of the Acumatica installer version 2020 R2, it is no longer available in the download repository on Amazon and build archive, I’m working on upgrading from 2019R1 and need it for that reason so if someone still has that version and can provide it for me

I’m trying to figure out why Acumatica changed the ShipAddressID on an order and what that means. I don’t see any visible changes to the order, nor can I figure out what these numbers mean. It did however remove the salesperson ID from the order lines.  

When working in the Acumatica Report Designer, the Excel Grid button has become grayed out and unclickable. Strangely, this does not affect the actual Excel export functionality — my custom reports still export to Excel successfully. What would cause the Excel Grid button in Report Designer to be disabled, while report export to Excel remains fully functional? Can I fix it?

Hi Team,Currently, when I send an email from the PO screen using the Send Email action, the email is being sent with a PDF attachment by default.However, I have configured the email template to attach the file in Excel format, but it is not working as expected.Could someone please help me understand how to attach the report in Excel format while sending the email from the PO screen?

Hello all,Can anyone guide me to the steps for the below 2 scenarios relating to AP Doc recognition service?  Or please correct me if I’m wrong:Scenario 1: If the AP Bill before receipt is true & No PO receipt is generated then the PO automatically gets linked to the uploaded AP Doc/PO Invoice under Incoming Documents screen. Scenario 2: If the AP Bill before receipt is false, & PO receipt is generated, then the PO Automatically gets linked to the uploaded AP Doc/PO Invoice under Incoming Doc screen. However when I tried, i had to manually choose the PO. I have created a 100% receipt of the PO. So how come this scenario is fulfilled? Am I missing any setup? Scenario 3: If the AP Bill before receipt is true, & PO Receipt is generated, the PO isnt automatically linked to the uploaded AP Doc/PO Invoice under Incoming Doc screen. Scenario 4: If the AP Bill before receipt is false, & no PO Receipt is generated, users cannot link PO after PO receipt is generated. Under all th

I need to transfer funds from one bank account in 1 currency to another bank account in a different currency. I can’t have a funds transfer or a journal entry with accounts that have different currencies. Is there a way to do this? 

Starting January 1, 2026, Shopify will prevent the creation of legacy custom apps. Instead the dev dashboard will have to be used.The credentials and authentication process appears to be different for new apps developed using the Shopify dev dashboard.Do we foresee any breaking changes for the Shopify connector after January 2026 if new legacy custom apps cannot be created?Are there any documents relating to setting up the Shopify connector with newer apps developed through the Shopify dev dashboard? Specifically interested in whether the new “clientId” and “secret” associated with newer Shopify apps relate directly to the “API Access Token” and “API Secret Key” that were used in legacy custom apps? ie should those newer credentials just work in place of the older credentials? They don’t appear to.

Starting January 1, 2026, Shopify has updated the way custom apps are created and managed, moving away from the legacy “custom app” model to a more secure and standardized approach through the Shopify Dev Dashboard. This change aligns with Shopify’s broader focus on improving app security, access control, and developer experience. We need to support custom app for partners that test on local instances and can not connect to our public app.With the new flow, custom apps are now created directly within the Shopify Admin using the Dev Dashboard, providing better visibility into app permissions, API credentials, and lifecycle management. This document outlines the updated process, highlights key differences from the previous approach, and guides you step-by-step through creating and configuring a custom app using the new system.****The custom apps that have already been created will continue to function as intended.  Prerequisites:Admin Access to working Shopify store. Notepad to be able t

In 2025 R1, Acumatica released electronic payment method to allow for file creation type that used by RBC to pay vendors in the US from a Canadian bank account (like an ACH). Has anyone had any luck setting it up?  When I try to, I am unable to choose the expot method shown in the guide (Page 105 - https://acumatica-builds.s3.amazonaws.com/builds/25.1/ReleaseNotes/AcumaticaERP_2025R1_ReleaseNotes_full.pdf) Guide: Our instance: 

Hi everyone, I am creating a sales report where I would have another column to get the sum of previous years total (ARTran.CuryTranAmt) I tried using a subreport but could not figure out to get the @From or @To to have a value less than 1 year.  Any input is highly appreciated. Thank you. 

Hello everyone! Do you have a business cases when you need to include control AR account in Account Group?Could you please share your experience?I know it is not recommended setup, but I try to find out what the problems can occuer? Best Regards,Irina Kateneva,Project/Construction team 

Please find the explanation below.When publishing the login image in a SaaS environment, if you encounter the error below, follow these steps to resolve it. SystemFile="True" should be specified only for the files that are originally present in the icons folder. The system is only able to replace the images present in original "Icons" folder but not add new images present in the customization project. For example-The Icons folder has 12 login_bg images. But the IconsCustomized has 15 images, so when we publish this package with SystemFile="True" , it gives the following error. Cannot backup the file Icons\login_bg11.JPG: Original file does not exist.The number of images in Icons folder in 2024R2 have been reduced to 10. So if you have more than 10 images in your customization package, make sure to set SystemFile="True" only for the files that are originally present in the icons folder. For new images, SystemFile should not be set to true.

Hi,Can the attributes from inventory item screen be added as a field into a customization? I am looking to add a few attributes from inventory items to the Sales Orders detail tab so when entering an line item for an order it will lookup the field from the attributes. I cannot see the attributes I have created to add them. Any thoughts? 

Hello, I have a scenario where in the classic UI am able to add the Inventory ID Description Field for the Modern UI am unable to add the Inventory ID description Classic UIModern UI How to add Inventory ID description field to the Cost budget in Modern UI Please let me know

Having a tough time getting the Purchase Receipts to default the Warehouse and Location.  It is defaulting the warehouse but the location just shows <Split> and won’t fill in the default from the Item Warehouse Record.Here’s the scenarios:When doing a Purchase Receipt you have multiple options to enter the Detail Lines on the Receipt.<Enter Receipt> from the PO Screen – this builds the Receipt entry from the PO and does all the settings.  Detail Lines to not have a Default Location.  They do have a Default Warehouse   Manual Entry – this seems to work properly when you enter the Detail line with Inventory ID, the Warehouse and then the Location Defaults from the Item Warehouse default Receiving Location   On a Manually Created PO Receipt – select the <Add PO> button which will show a list of POs from this Vendor which you can select and will fill the Detail Lines – no Default Location.  They do have a Default Warehouse   On a Manually Created PO Receipt – select the &

I want to know about benefit for using cross reference with barcode type on Stock. i realy tanks for helping me.

I have created a generic inquiry that shows customer history.  The GI is from the GL Tran table and I have included an image below of the tables involved in the GI.  The GI works when installed into the side panel of another GII have tried two different ways to install it into the customization project for our Sales Orders.  One time as a Navigation Search Records so that it would come up as a choice under the three dot elipse, and one time as a Navigation Side Panel.   I have published the customization and recieved messages saying it was sucessfull.  I did not however choose to publish all customizations and dont know if that is a required step.  However, you will see in the screen below the status of my actions is new whilc previously published ones are inherited.   Any thoughts would be appreciated.

Good day. I’m having an issue with my subreport. When I use the reference number range (from and to), it only retrieves the first reference number, and all the results end up being the same.  and this is what i put on my SubReport  

We’re trying to display our current bank balance in the Acumatica system. However, we have found that the balance that Acumatica is wildly different than what the Bank reports. Is there a way to get the tow balances to accurately reflect each other. I think this may have to do with a delay in updating, but I have no idea how to rectify this.

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? 

I have created a basic GI, listing the GIs in our system along with Notes:Works beautifully, except that many of the ScreenIDs are missing (in the above screen shot I’m looking for the value GI989031 or GI.98.90.31). The DAC Schema for GIDesign indicates SiteMapScreenID is nonexistent, so I linked to SiteMap. I can see the GI listed in the Site Map. But since SiteMap is related to GIDesign through PrimaryScreenID and it appears many of my GIs do not have a PrimaryScreenID, the SiteMap.ScreenID value remains blank in my results list. How do I get my GI results to show GI989031?The only other values in common: GIDesign.DesignID is contained in SiteMap.URL… but attempting to set up a relation there has not been successful. Am I missing something simple? Any thoughts?

Hey, team - I have a way around this issue, but I’m curious about Why it’s even happening.As a background, our customer has their chart of accounts significantly restricted by Branch.  I know I can simply grant more visibility to the account in question, but I’m curious why I’m getting the error in the first place.  Our customer (not live) is attempting to release a Funds transfer, and the system is attempting to reference the Cash-In-Transit account from the Cash Management Preferences, but the criteria for using it only states that it’s when the Transfer Date precedes the Receipt date.  This is not the case in this transfer.  I’ve also attempted this with the business date equal to the Transfer Date and got the same result.   

On the "Stock Items" screen IN202500, side panels "Item Sales Prices", "Item Vendor Prices", "Inventory Summary", "Inventory Allocation Details", "Inventory Transaction History", and "Dead Stock", the "Inventory ID" field is not able to be changed 25R2. In 2024R1 thee sub-panels open with the selected stock item applied in the filter, but the user is able to change the Inventory ID once the side panel opens.I tried to review the release notes from 24R2 to 25R2. But there is no information about the function change. Did anyone aware about this change?24R1:Here we have selection option,25R2:Here the selection option is removed 

I had an employee create a bad Vendor Location ID. This ID was used in a transaction, so I can’t delete it. I need to change the Location ID code to something no one will ever use.I have inactivated it, but import scenarios bypass that status and bring them in as a vendor location to stock items etc. So how do I change this ID to something else inside of Acumatica?Thank you!