Discussion Forums

There are a built in plug ins for both EasyPost and Ship EngineDoes Acumatica recommend one vs the other ?At one point I thought EasyPost was the go to integration that Acuamtica was developing but I do not see EasyPost set up as part of the Sale Demo...Suggestions?  Only looking at one of these two since the integration is “built in”   

We are adding drawing files for requested customizations to our open Opportunity File.  Once we have the drawing on file, we reach out to the customer for their approval, using create email selecting email template, from the Opportunity file.Is there an easy way to get the file document on the opportunity to be included on the Email being created from the same document, without having to download the file and then import it directly to the email?Surely having to download in order to then turn around and upload to an activity on the same document is not the intending process flow, correct?

I am currently working on printing the Purchase Order in line sequence based on Sort Order instead of Line Number.I attempted to use POLine.SortOrder with ascending sorting in the report; however, the sorting does not appear to be working as expected.Could you please advise if there are any additional configurations required or if there are any limitations with using SortOrder for this purpose?Thank you in advance for your guidance. 

Hello,Curious if other folks are noticing the same issues with Acumatica Updates and Upgrades overwriting customized reports?  Historically, we haven’t had issues with this, but it appears in the newer updates and released that stock forms that have been previously tweaked/changed (i.e. the check form) are not printing correctly after updates?Thanks,Megan

I got a couple issues with the Shopify Connector, specifically the customer location sync.At random it will create more than one location for the customer in Acumatica.  It will activate one and deactivate the other.  Since upgrading to 2025R2 we have every day one or two orders where it will fail to import due to "property set method not found". What we found is that it means that the location is not active. When you go to it in Acumatica, you cannot activate it either. You need to create an additional location, make that the default, then you can go back to the other location and activate it.  In addition I found today that when I look at audit history for any customer, it will show me a bunch of location changes for different customers, different random locations. I don't know what these mean and why they're showing up on another customer that's not even connected to our Shopify store.   

We have a situation where a B2B shopify order gets sync’ed into Acumatica from Shopify.  The order is on terms (IE - Net 30) so no payment records comes with the shopify record.   Shopify order is fulfilled inside Acumatica and Invoice is generated for sales order.  Some time later, customer pays the invoice and invoice is closed in Acumatica but the original order in shopify remains open instead of closed.   Is there a way to close that B2B (Terms) order in shopify when payment is completed in Acumatica?

Hello! The below code is running great in 25R1. It tells the system to look at the UsrQUOTECOST field on SOLine when create a PO through Create Purchase Order. If UsrQUOTECOST is empty, then system should behave the same, if user inputs value in UsrQUOTECOST, then when PO is created, the unit cost field should pull from this udf.The issue I am running into is that when I try to publish this code in a 25R2 tenant, I get the following error: The PX.Objects.PO.POLine FindOrCreatePOLine(PX.Objects.PO.POOrderEntry, PX.Objects.CS.DocumentList`1[PX.Objects.PO.POLine], System.String, PX.Objects.PO.POFixedDemand, SOLineSplit3, FindOrCreatePOLineDelegate) method in the PX.Objects.PO.POCreate_Extension graph extension is marked as [PXOverride], but no original method with this name has been found in PXGraph.And per the 25R2 developer release notes, looks like the FindOrCreatePOLine method was removed. Any ideas around what the alternative method would be to make this code work? Open to any sugges

Hi All,Has anyone successfully used an Import Scenario to automatically convert purchases to Fixed Assets in Acumatica?I have been testing the Convert Purchases to Assets screen with a Business Event + Import Scenario approach. The scenario runs successfully without errors, but no Fixed Asset is created in the end.My understanding is that this screen relies on UI behavior:select the transaction in the top grid the detail line appears in the bottom grid fill in Asset Class and Department mark Create Asset then click ProcessThe reason I am trying to automate this is because I want the FA number to be available immediately when the stock is issued/shipped out. My warehouse team needs to attach the FA code to the item at the time of issue, so I need the purchase-to-FA conversion to happen automatically and the FA code to be created right away during the issue-out process.In my tests, the Import Scenario can run successfully, but it seems the asset is still not actually created.Any advice o

Hello, I created this year over year variance report for qty sold of a stock item. As you will see in the screen shot below, the calculations in the QTY % VAR column are correct. However, the manager would like to see it as follows: Row 1 (for the 021 stock item) the % VAR shows -62.86 (round to 63). He would like to see it as 37% instead of -63%. Is there any way to accomplish this? Here is the formula used for the % VAR column: =IIf(     Sum(IIf(Year([ARTran.TranDate]) = Year(Today()) - 1, [ARTran.Qty], 0)) = 0,      0,      (Sum(IIf(Year([ARTran.TranDate]) = Year(Today()), [ARTran.Qty], 0)) - Sum(IIf(Year([ARTran.TranDate]) = Year(Today()) - 1, [ARTran.Qty], 0)))      /      Sum(IIf(Year([ARTran.TranDate]) = Year(Today()) - 1, [ARTran.Qty], 0)) )*100  

Hello Acumatica comunity,i have many customers. i have a question if somehow i need to increase customer number more than (10digit) 1000000000 + 1. how we can modify or the customerid field to accept more than 10.Currently acumatica with default settings accpets only 10 Digit CustomerID 

Hello Everyone!I’m Deena Howard, a controller for a set of retail stores in Florida and Georgia. I have been using Acumatica for about 4 years now and lean something new all the time. While I may only have a few answers, I have tons of questions. Usually related to Finance, Generic Inquiries, Report Designer, and Development.I hope to be useful!Deena  

We are using the Shopify Connector, and have the Shopify Warehouses mapped to Acumatica Warehouses. Whether I select a Location for the mapping or leave it blank, it seems to ignore anything <UNASSIGNED> regardless of Allocated or not. This is not ideal because it reports a higher inventory number than is actually available to be sold, resulting in over-selling, upset customers, etc.  Am I missing something?

Has anyone successfully configured a ShipStation connection with 25R2?  I imported the customization package, entered the configuration in Acumatica, then created a store in ShipStation. I received the message that the connection was successful, but no shipments are imported even for a manual refresh.  In fact, I don’t even see login activity in the request profiler.  The account information and credentials are correct, and I can hit the web service endpoint from Postman to receive shipment details for the date range.  I am working with ShipStation Support, but response time is slow with little helpful information provided.  I’m aware of the currency rate issue that can break the connection attempt from ShipStation if not configured, so that’s not the issue.  I don’t know if it’s a design flaw or a bug, but if you attempt to edit the connection details after setting up a successful connection, the screen is blank.  I’ve repopulated it many times and each time it comes back blank.Here i

Hi,I have an SO Order Type that is Invoice and there is the Mark for PO box, but it is greyed out. I have created a new item with no items in stock and made the replenishment warehouse the same as on the order. There is also a default vendor for that item. Does anyone have a workaround or thoughts? 

Hi, I am trying to set up Twilio, but I am getting an error message when I try to send the SMS from the system, I got a trial account and number from Twilio for my tests but somehow it isn’t working, Could I have missed something? 

Hi Acumatica Community,We have a standard report for Audit TrailBut as we observed, you can track the changes of audit trail by selecting Screen ID (1 Screen ID at a time).Is there a consolidated report for all screen that I can check the for all documents and its movement?Thank you!

I cannot seem to resolve the error ‘The Submit button is disabled’.If the Submit action is removed, the time card Save creates and saves the time card as expected.I have tried many options in the scenario to continue to Submit without any luck (different flags, different Submit action, etc.). Any suggestions on how to resolve? Attaching the XML also. 

Hi community,I am trying to apply custom styling (background-color and font-weight) to a custom action button on the Shipments (SO302000) screen header in the Modern UI.Here is my code for the Classic UI:  #region Actions public PXAction<SOShipment> bZProcessShipment; [PXButton(Category = "Processing")] [PXUIField(DisplayName = "Process Shipment", MapEnableRights = PXCacheRights.Select, MapViewRights = PXCacheRights.Select)] // Upgraded to Acumatica 2025 R2 by Biz_Vahe protected IEnumerable BZProcessShipment(PXAdapter adapter) { string shipmentNbr = Base.Document.Current?.ShipmentNbr; if (string.IsNullOrEmpty(shipmentNbr)) return adapter.Get(); var adapterCopy = adapter; Base.Save.Press(); PXLongOperation.StartOperation(this, () => { var shipmentGraph = PXGraph.CreateInstance<SOShipmentEntry>(); //PXGraph sourceGr

Hi Team,We have modified the Postal Code field using CacheAttached to make it a selector, and it is working fine in Classic UI.However, in Modern UI it is still behaving like a normal text field.In the TS file, I added:@controlConfig({ allowEdit: true })PostalCode: PXFieldState<PXFieldOptions.CommitChanges>;But the selector is not getting applied.Could someone help how to convert Modern UI to support selector fields?Classic UI Thanks In advance!

Anyone know how I can format date/time field in a GI to hide seconds? (e.g. 11:42 AM instead of 11:42:06 AM)I tried function shown below in the style column but it doesn’t change anything…  

I have two situations: one in a SaaS environment and another in a cloud environment. Using the link mentioned above, it works correctly in the SaaS environment, but it does not work in the cloud environment. Could you please suggest what I can do?  

Hi, we are trying to automate the calculation and processing of AR Overdue charges. I have setup the Automation schedule and the last two months, it did not create any Invoices.So in looking at the Scheduler, it does not give the action to calculate first.  So Process all does not process any documents. Please advise.  

Hello Acumatica Community,I'm reaching out to connect with finance professionals who are heavily involved in the month-end close process. Our team is working on enhancing this critical workflow with improved automation and AI capabilities, and we'd love to hear from you!We're particularly interested in speaking with:Controllers and accounting managers who oversee month-end close Team members who execute month-end tasks regularly Anyone who has developed checklists or workflows for month-end activitiesIf you're willing to participate in a brief discovery call, we'd like to discuss:Do you have a checklist workflow that you use for monthly close? How did you create that checklist and how often does it change? How much time does your month-end close process typically take? What are the most time-consuming or tedious tasks in your process? Which activities are performed inside vs. outside of Acumatica?Your insights will directly influence our development priorities as we work to make the mo

We have a critical need to get the actual dollar amount that the customer has paid to date on a project so that we can display that value on a project summary report.  We’ve tried to figure this out but whatever formula or string we need to develop in order to come to the number has proven to be elusive.  Anyone have a way to get this paid-to-date number?

Does anyone know if this functionality has been improved?This is an operational situation we see, both planned an unplanned, where we want to be able to link demand from an existing Service Order to an existing Purchase Order.This is in order to account for changes/mistakes after the original purchase order was created from the demand and also we need to be able to take advantage of purchase requirements for vendors such as minimum order qty, total order amount, free shipping, etc.Our purchasing is not centralized and many people do their own purchasing as needed.There should be a way to link to demand from transactions that haven’t been purchased yet to existing purchase orders.One way would be to identify an Existing Purchase Order on the Create Purchase Orders screen before the processing happens.Another option is to have the ability to set the PO Detail Line Line Type to Goods for SO or Goods for FS and be able to lookup and set the Sales Order or Service Order detail line.Another