Discussion Forums

I am trying to update scheduled AR invoices detailed lines. They do have inventory IDs. Some have 3-5 detail lines. Having trouble getting the import scenario started. Testing multiple ideas.

I need some guidance on how to go about to create a GI on weekly FLSA reporting for OBBBA compliance purposes. Unfortunately our company does not have the payroll module included in our package so using that one is not available for us. The logic should be pretty straightforward; If EE works > 40 hours per week then take OT & DT hours X Effective rate X .50 to get qualified OT amount. If anyone has made this GI or has tips on how to achieve this it would be greatly appreciated. 

Hello Acumatica Community! We’ve run into a not good experience, issue with the latest Shopify connector for Acumatica (25R1). I’m hoping to get some insights from others who might be experiencing the same or confirm if this is an isolated problem on our end.What we observedBackground: We rely on metafields in Shopify and map another metafield from a Stock Item attribute via the connector.Normal behavior (pre-25R1): If a value existed in Shopify for one metafield, and another metafield was mapped from a Stock Item attribute, the “unmapped” metafield retained its value while the “mapped” metafield was updated as expected. Current issue (25R1): The connector now tries to update each metafield. And if there’s no mapped attribute for a metafield, connector clears it. This results in unintended data loss across the board, not just the mapped fields. Has anyone else experienced metafield data being

Hi everyone,This modern UI conversion process is bumpy and tough for all of us. One of the things I have already been struggling with is managing my node installations between 25R1 and 25R2, and I imagine that as more versions come out, it will only get harder. Even with node version manager, you have to switch to the correct version of node for the version of Acumatica (if I understand correctly) Acumatica stores the path to the node version it needs in the web.config file. So I thought what if I just made a quick powershell module that leverages that path! So if you are in a site directory, you can always build using the correct specified node version. Introducing AcumaticaNodeHelper:lekker-solutions/acumatica-nodehelper: Acumatica Node Helper # The module is registered in the Powershell GalleryIns

I am attempting to reprint a check using the same number in 25R1. I follow steps below but it reprints with the next number, not the same. What am I missing?After printing (without releasing), select “Reprint” action on the Release Payments screen, select the payment, and process. Status is changed to Pending Print.  Print / Process the payment again. Next number is assigned instead of the original. If I try to manually change, it errors saying the number already exists. Thanks in advance!

Our team is currently in the middle of an implementation of Acumatica 2025R1. We have the manufacturing module.  With our existing process, we would make a production order for 100 parts with an outside process operation. We might only have a portion of the parts ready for outside processing, and would make a PO for those parts and send them for outside processing. Later, we may send another portion from the same production order on another purchase order, etc., until all parts have been sent for outside processing. The parts from the earlier PO might return before the other parts, and we would start working on the next operation for those quantities.  Is there a way to achieve this process in Acumatica? We want to be able to track the costs from the purchase orders on the production order and track the quantities sent to the vendor, including how many have been returned and how many are waiting to go.

Exciting News: BigCommerce Integration Coming to Acumatica 2025 R1 and Newer!Acumatica is thrilled to announce that the BigCommerce integration will soon be available for Acumatica versions 2025 R1 and newer launching in early 2026!This new integration allows Acumatica customers to seamlessly connect their BigCommerce storefront with Acumatica’s ERP platform. This means more automation, faster order processing, and real-time inventory and customer data sync between your ecommerce operations and your back-office workflows.What does this mean for you?Effortless order, inventory, and customer data flow between BigCommerce and Acumatica Fewer manual entry errors and time spent on double data input The ability to scale your online business with the latest and greatest from both platforms Remove the need for additional gateway fees and integrationsA note on payments

Hey y’all. I’ve been working in Acumatica for 2 years now and have really gotten a handle on GIs, Import/Exports, Reports, Business Events, etc. Now I’m working through the T200 pdf training and my lack of web dev experience is making me have to dig far too deep into every code snippet to fully get it. My background is in Panorama Classic (a dead language) and Python, so I understand the basic structures of a language. However, I find myself constantly going, ‘but why?’ in the training in a way that I know means I’m NEARLY there. Do you know any videos or other tutorials that might help me get up to speed on doing my first solo customizations? Do you have advice for getting through these trainings from nearly zero? -- Lunar

Hi community, I am trying to setup a few financial reports to email weekly out of the system, and I know I need to save the template and then schedule the template. The issue I am running into are the financial period parameters. Is there a way to set a template that dynamically pulls in the current financial period so that I can then put that template on a schedule? Otherwise, I don’t see a way around having to create a template for each period which wouldn’t work in the long run. Thank you,RJ

I have a pivot table that shows units sold and sales $. When I click the hyperlink value for units or dollars, I get an error message saying ‘Invalid Column Name’ and it then references one of the columns in my data source - which is a Generic Inquiry.What I’m trying to see is if I can customize where these hyperlinks link to - and create my own drilldown tab. I’ve looked around on this community and prior questions like this have either no answer or mentioned you can’t customize the hyperlinks.Hoping things have changed since and maybe there’s a solution?thanks all!Joseph

We cannot find a way where we can point the posting of sales tax payable amounts to individual sales tax payable GL accounts in Acumatica when the Avalara integration is active. IEIL Tax = GL account 2152PA Tax = GL account 2153OH Tax = GL account 2154How is this possible? Currently, all AR documents are posting to the same sales tax payable account listed on the tax GL account tab in the vendor master.

** Admin update Feb 24, 2026: see post by Doug Johnson with the Modern Portal Admin Guide for step-by-step installation instructions **Hello,I’ve enabled the new Modern Customer Portal but when I log in as admin or a Customer Contact with user and roles assigned nothing displayed.The Portals record has been configured.Anyone have ideas on what could be the issue?  I’ve tried with the classic Portal Enabled and Disabled and nothing changes.Tried with classic on/off.Various roles tested also, all on/off, etc.

We’ve found a part on Create Purchase Order suggesting a order of 50 parts under IN Replanned. However, this part already has 88 units in stock, and SS is 10 and Reorder point is 20. Why is this part appearing here, and what does IN Replanned even mean?

Hi,We would like to disable the access to the (+) button for manual addition of new lines in Purchase Receipts. All lines should be linked to a PO.However, we do not want to take away the (x) button for deleting lines, since the Purchase Receipt may require amendments after being created from the Purchase Order.I have not been able to disable the (+) button without also disabling the (x) button, as the Delete access right also gives access to creating new lines. Any ideas on how to implement this restriction?

public class BZCustomerAttribute : CustomerAttribute{ public BZCustomerAttribute(Type search) : this(search, typeof(Customer.acctCD), typeof(Customer.acctName), typeof(Contact.phone1), typeof(Customer.primaryContactID), typeof(Customer.customerClassID), typeof(Address.addressLine1), typeof(Address.addressLine2), typeof(Address.postalCode), typeof(Address.city), typeof(Address.countryID), typeof(Location.taxRegistrationID), typeof(Customer.curyID), typeof(Contact.attention), typeof(Customer.customerClassID), typeof(Customer.status)) { } private readonly Type[] _fields; [PXHidden] [PXProjection(typeof(Select<Contact>))] public class Contact2 : Contact { } public BZCustomerAttribute(Type search, params Type[] fields) { Type genericTypeDefinition = search.GetGenericTypeDefin

I am trying to find out how to provide specific rights to user roles to allow them to create drilldowns just for their account. How can I do this?

i have an issue ..only the header of the shipment is imported without lines.Any help please ! Attached you could find the scenario.Version : Version 21.2.2303.133 [21.213.0038]Thx in advance.

We are excited to announce that we are entering Managed Availability for our Modern Customer Portal initiative! We are looking for early adopters to explore the new features in a sandbox environment beginning with 2025 R2.The steps to sign up are listed below and are also available in the Managed Availability program details.If you would like an overview of the Modern Portal, please refer to the link below:2025 R2 Release Notes – Modern Customer Portal starts on page 139 The 2026 Acumatica Summit Customer Portal Presentation is attached to this post

Hi All, I have a scenario where GL journals have to be exported and imported in another ERP system. after the export we would like to mark these lines as being imported so they can be obvious on a GI. I can’t work out how to get the import scenario work using the same key module, batchnumber and line numbers. any hint would be much appreciated. What am I missing here ? error is not telling me muchThank you 

Using an instance of 25.200.0020 (clean install), I need to customise screen AP303000 to add some fields (specifically AddressLine3), but on opening the Modern UI Editor from the Customization Project Editor for that screen, I get the error message: In HTML extension “C:\..\FrontendSources\screen\src\screens\AP303000\extensions\AP303000_PersonalDataPrivacy.html” for screen ‘AP303000’ child node ‘QP-FIELDSET’ has AFTER attribute with ‘#groupAccountAddress’ but screen HTML doesn’t contain any elements that satisfies such querySelector.I can work around this locally by renaming the source files AP303000_PersonalDataPrivacy.html and .ts (adding a suffix of .x). But I’m concerned that the same hack won’t be possible in production. 

Users should be able to: Hover over text Select words or sentences Capture selected text for mapping to field Currently: The PDF loads successfully using PDF.js But it behaves like a static image Text hover/selection is not properly aligned or does not work correctly

Hi, I am trying to update the numbering sequence for the Projects screen, but I am running into the error shown below.  Here is what Segment 1 looks like. Is there anything that jumps out at you to justify why the above error was complaining about the format? Also, if I was to make a change to any of the attributes in the segment grid, I get the error that is shown below. Does this mean that I can’t make changes to this without making changes to the children first? 

In all the Sales Profitability Reports there are two flags to choose: Released Transactions Only and Completed Transactions Only.Released Transactions Only is easy to understand as it will display only released invoices or all invoices regardless they are released.My question is about Completed Transactions Only. What does actually mean completed transactions? I thought it was closed invoices but, based on the testing I did, it does not seem it is that.  

Has anyone built out a Toast Integration in the marketplace?

Hi,  I am adding a pop up note in one of the customer.  Should this pop up note can also be displayed when creating project?Currently it does not show the pop up note and wondering if this is just normal not showing up in creating project.  Thanks