Discussion Forums

I have a client who is attempting to import open POs and open Appointments/Service Orders. Is there a way to create a PO who’s lines are linked to demand (mark for po)from specific appointments? Currently if the appointment demands items be purchased the po will be linked to the appt. Can I do that retroactively? Can I import an appt. which has line items marked for PO, then import a PO with those requested items and link them together?

Has anyone found a solution to getting cost/margins in CRM Sales Quotes? This is such a basic feature for quoting. While some businesses simply quote based on set sales prices, other businesses have salespeople who need to know costs in order to provide quotes/discounts, etc. I am struggling to understand why Acumatica CRM Sales Quotes do not provide any sort of cost/margin calculation/visibility functionality. I have upvoted a few entries I find that appear to be related.

We noticed that in some situations while working in Modern UI, uploading files (for example receipts/attachments) can take a long time and sometimes the screen may freeze during the process.A suggested workaround in such cases, as recommended by the Acumatica support team, is to switch the screen to Classic UI, where the file upload process works smoothly without freezing.However, most implementations today recommend Modern UI for clients, and asking users to switch between Modern UI and Classic UI for certain screens every time they perform an action may not be very convenient. From the client’s perspective, repeatedly changing the UI can feel uncomfortable and disrupt the user experience.I wanted to understand from the community: Have others experienced similar behavior in Modern UI while uploading attachments/receipts? Are there any other recommended solutions or best practices to handle this situation? Any insights or experiences would be greatly appreciated.

When passing payment information from Shopify to Acumatica via the connector, by default the ‘id’ is pushed to the Payment Ref field on the prepayment record.I need to pass our internal payment ID to the Payment Ref field.As you can see in the transaction example data below, the payment ID 12345678910aa is held in the ‘receipt’ as well as the payment ID. The issue is, only receipt is accessible from the dropdown of data options in Acumatica.I’ve created this mapping using a formula to strip the extra characters from the receipt data:      "receipt": {        "payment_id": "12345678910aa"      },Using this formula:=IsNull(    Trim(        Replace(            Replace(                Replace(                    Replace(                        [OrderTransaction.Receipt],                        '{',                        ''                    ),                    '}',                    ''                ),                '"payment_id":',                ''            ),            '"',   

Hi,I have a requirement print multiple shipments at once. For that I am using Process Shipment Screen; however, when I select multiple shipments and process, the system will provide a preview and I have to view one by one and click on the Print. Is there an option I can print shipments without reviewing one by One.Thanks!

I am trying to figure out how to remove this filter when one of my users goes into Project Budget Forecasting. I no longer see a way to set a screen default filter in the new version unlike in the old version. This filter is set in the sidebar and in the Project Budget Forecast screen.   

Hi all,I’m trying to write a generic inquiry to calculate the total purchase $ for an item by warehouse by period. My first thoughts were to go at it using INTran and just check the Tran Type. Is this the correct route or is there a better source? Also, what transaction types do I need to check for in order to ensure i’m aggregating ONLY vendor purchase $?thank you!Joseph

Hi AllHow do I setup wireless thermal label printing from the Mobile App? Will I also need Device Hub? If so, how do I setup Device Hub on the Mobile App.

Until two weeks ago my integration was working. But for the last two weeks (since March 7th, 2026) I can't make it succeed no more.For context:I'm also downloading many other tables. Sometimes we get 5xx but with retries is enough. For many other integrations (other clients) things are working fine.The problem:As I need to download all the Journals, I'm applying this strategy:I define a date range to $filter: 30 days. Within that range, I paginate with $top=1000 + $skip to fetch all the journals in the period. Then I choose the previous period and repeat (moving backwards until there are no previous journals).I could retrieve a couple of pages, then I started getting timeouts from my side after waiting 10 minutes for a request to finish. Even retrying 5 times. No success. Example request:HTTP Request: GET my.acumatica.com/entity/Default/24.200.001/JournalTransaction?%24filter=LastModifiedDateTime+ge+datetimeoffset%272026-02-15T15%3A46%3A19.303Z%27+and+LastModifiedDateTime+lt+datetimeof

Hello Team, I am getting error while order creation sending with payment details via api.Request- Description:While creating a Sales Order with payment via API, the system throws an error during AR Payment creation. The payment is being passed in the payload, including Cash Account and Payment Method, but the system is not recognizing the Cash Account and fails validation.Error Message:Inserting 'AR Payment' record raised at least one error. Please review the errors.CashAccountID: 'Cash Account' cannot be empty.Steps to Reproduce: Create a Sales Order via API. Include Payment details in the request (PaymentMethod = CASH, CashAccount = 10250). Submit the request.    

Hi Acumatica Community,In Acumatica, when we create a Sales Orders with a customer exceeds in their credit limit. There’s a warning sign.Once we remove hold, the status will become Credit HoldWith this Set up (Customer Profile and Order Types) Our requirement is to restrict the saving of Sales Orders when the Customer is already exceeding in credit limit.Is that possible?Thank you!    

Hi, In GST Pending Recognition report below, there is an Unrecognized Tax Total. This is a standard report in Acumatica.How do I get the 2 headers  (Taxable Amt and Tax Amt) total just like how Unrecognized Tax Total is? Based on the screenshot below, it totals per Tax ID (i.e., G1SALESINCGST).I’ve tried using formulas such as =Sum(Max([SVATConversionHistExt.TaxAmt])) but that doesn’t work. It gives me wrong totals. I’ve tried variables too - doesn’t work either.  

Hi,Has anyone created a custom ACH-type export scenario for an international bank payment file?We have received a client requirement for a new ACH-type custom export scenario for BNZ bank's international payment file.I've attached the bank payment file guide for your reference. If anyone has experience or has created a similar custom export scenario, please let me know.Thanks 

Hi All,When providing service, technicians must answer a set of questions regarding the equipment's condition or the service provided.Once completed, the answers will be sent to the customer as a reportI have seen some posts about the Acumatica Survey. However, this feature has been built like a form, that will be sent out to collect feedback and it doesn't work for people using Field Service.So I question how the other companies are using the Field Service Feature facing this issue.Are there any solutions for the Field Service Survey? because this is not a special business process.Best regards,Yên Chi 

Hello everyone,We recently upgraded to 2025 R2 and one of our Import Scenarios is now throwing errors.  Here is the main one:  The Import Scenario is Deleting the Salesperson from each location in preparation for adding the new person in a second scenario.I went to the Customer and every aspect is filled out correctly.  Nothing in the error message is empty for the Customer.  Do we need to add all of those fields now to each Import Scenario???  I have attached the file to this post.  

We plan on using the Time and Material billing rule in the near future for our Cost+ projects. We already set up everything (billing rule, rate tables, etc.). After doing some testing, I find it takes a lot of time to create a pro forma invoice.My question is : Do you have any tips to make it more efficient, since we expect a very high volume of transactions? (+/- 500 cost transactions per pro forma invoice)In the “Time and material” tab of the pro forma, is there any way to select multiple lines at once? (either to delete them or to change their statut to “write-off”?)   I notice that we can “Export to Excel” the transactions from the “Time and material” tab of the proforma. I was hoping we could extract the datas in Excel and upload it back after making some changes (for example, update the status or unit price). My conclusion is that there’s not much data we can upload from the Excel, which would be very helpful.   Related to #2, when we extract the transactions to change some data

We are trying to import the PI inventory counts from excel and receiving an error.  Steps takenExport the list with the Excel button. Enter the Physical Quantities in the the column for Physical Quantities in the excel.  Save excel and click upload.  There is only the one column to update.  Expected this to be “easy”Dont know how to find the Trace in the error message to try to identify the error. 

Hi,I am working on import purchase order receipt type transfer receipt which is triggered by record change on Business Event. But, I can’t apply field locations of receipt lines with the same value, just line nbr 1 is applied. I don’t know if there is something wrong with my import mapping.  

Can someone support me by providing a copy of the Acumatica installer version 2020 R2 20.207.0012, it is no longer available in the download repository on Amazon

Hello,We sale our items both singularly and in master packs. I have identified and converted the qty of EA into CS (master pack). I have created a custom label that prints out master pack barcodes but am having troubles in report designer for barcode selection. Each stock item has 2 barcodes, one with the UOM of EA and one with the UOM of CS. I want this report to only show CS barcodes, so I used a filter to only show barcodes that have a CS as a UOM, but it is not displaying any data with this filter. Any ideas how to display on the barcodes with CS as the UOM?  

I’m encountering an issue when creating a PO from the Inventory Planning Display screen. The demand is being generated for a specific Project. However, when the PO is created from the Planning screen, the Project field on the PO is defaulting to Project X instead of inheriting the actual Project associated with the demand.I’m trying to understand whether this behavior is driven by system setup/configuration or standard Acumatica functionality.Is there any setup or configuration that can prevent the PO from defaulting to Project X and instead carry over the correct Project from the originating demand? 

In my code below, the commented out loggedUserRow line uses an obsolete method.  I tried to implement the ICurrentUserInformationProvider to get the User ID.  When the code runs, the _currentUserInformationProvider variable is null.  I’m not sure what I need to do to instantiate the variable.  This is probably a c# thing.  I tried a bunch of things not shown here, but I couldn’t figure out how to implement that interface.   public ICurrentUserInformationProvider _currentUserInformationProvider { get; set; } #region Events protected virtual void _(Events.FieldUpdated<SOLine, SOLine.inventoryID> e) { if (e.Row == null) { return; } SOLine lineRow = (SOLine)e.Row; //Users loggedUserRow = Users.PK.Find(this.Base, PXAccess.GetUserID()); System.Guid? u = _currentUserInformationProvider.GetUserId(); Users loggedUserRow = Users.PK.Find(this.Base, u.Value); if

 In December, I identified discrepancies in my historical inventory valuation report. I was able to isolate the specific transactions causing the issue; however, I require guidance on how to properly resolve it.The issue appears to have originated from the following sequence of events:A purchase order was created, and the items were subsequently received into inventory in November. Upon receipt, the Inventory account was debited and the Inventory Purchase Accrual account was credited. The customer was then billed in December, resulting in a debit to Accounts Receivable and a credit to Revenue. After billing, the inventory was allocated to the job, at which point Inventory was credited and Cost of Sales was debited.For this particular item, the historical inventory valuation report reflects a beginning cost, which is the correct value, followed by a sale amount that is double the beginning value, ultimately resulting in a negative inventory balance.  I don’t understand why the sale colu

Hi,I need to overload confirmshipment action in acumatica 2025 R2. In 2024 version I used such codepublic class SOShipmentEntry_Extension : PXGraphExtension<PX.Objects.SO.SOShipmentEntry>{public delegate IEnumerable ConfirmShipmentActionDelegate(PXAdapter adapter);[PXOverride]public virtual IEnumerable ConfirmShipmentAction(PXAdapter adapter, ConfirmShipmentActionDelegate handler) {}}but in 2025 R2 acumatica I got this error.The System.Collections.IEnumerable ConfirmShipment(PX.Data.PXAdapter, ConfirmShipmentActionDelegate) method in the ClaLimitInvTiger25.ClaConfirmShipmentExtension graph extension is marked as [PXOverride], but no original method with this name has been found in PXGraph. I looked over the code and found they moved to cofirm shipment action into ConfirmShipmentExtension.cs file. I also tried to overload it likepublic class ClaConfirmShipmentExtension : PX.Objects.SO.GraphExtensions.SOShipmentEntryExt.ConfirmShipmentExtension{public delegate IEnumerable ConfirmSh

Here are the relevant fields [ToDate] +1 logic doesn’t work on report designer ,Any workaround.