Discussion Forums

Has anyone been able to get this integration to work?I have exported the report (Excel (Connected), but when opening the exported file, there are no values and no connection has been set up. Are there additional steps one should follow to get this to work?

We have an instance where an inventory item with a $0 cost was sold then returned. Unfortunately, on the return, the cost defaulted to the most recent sale price and the item was brought back in with a cost. This caused negative COGS and increased inventory value when it shouldn’t have. This item has since been re-sold so I can’t just use the “Issue” and “Receive” processes to remove it from inventory and bring it back at the correct cost.Is there any way to correct the cost on this item?Item costing is specific to the item. I tried using the “Adjustments” but it insists on changing the quantity as well as value.

I created a GI that pulls data from a custom table.  The GI is working perfectly.  I want to add a filter to the GI so that I can use the filter in the Mobile App.  The GI is working in the Mobile App.When I go to the Parameters tab in the GI, there are no fields available to select:Here are some print screens of the GI in case anything looks like it is missing: This is the result of viewing the GI: I don’t do GI’s often, so I don’t know what is wrong.

Hi Team,I hope you are doing well.I am currently looking for Trial Balance or Account Details endpoints in Acumatica ERP.We are able to successfully retrieve data for the Account Details inquiry screen. However, when attempting to filter using From Period and To Period, we are not receiving any results.Could you please assist us in understanding:If there are any specific parameters or formatting required for the period filters Or if there are any limitations or additional configurations needed for this scenarioAny guidance or suggestions would be greatly appreciated.Thank you in advance for your support.

There is an older article on how to customize the home page for the Self Service Customer Portal:Technical Tuesday: Editing the Acumatica Portal Home Page | Acumatica Cloud ERPHowever, Step 2 is outdated, you can no longer change to the Classic UI. Does Anyone have an updated version of this?From the Classic UI you can:Access the Documentation Menu where you added your wiki Click the Create New Article option in the left menuI started by creating a very simple article as illustrated below.Set the access rights of your new screen so that portal users can see it. If you do not do this, then users will see the old portal home screen.

I have a custom field called SharePoint Link on the Projects screen. It works correctly as a clickable hyperlink in the Classic UI, but when using the Modern UI, it does not behave as a Weblink, even though I have applied all the necessary changes.  

Hey, gang - not too familiar with FA’s, so if anyone can point me to whatever I missed, it would be greatly appreciated.  I’ve migrated the customer’s list of FA’s into the system (in Initialization Mode) and they are asking to dispose of some FAs in some older periods.  However, when I attempt to do this, I get the “Book Period cannot be found in the system.” error in the Disposal Period field when using a date back in 2015 (as an example). However, I do have book calendar’s set up going back to 1990.  That said, the system is only allowing the selection of open periods as dictated by the Master Financial Calendar which, as it stands, only goes back to 2022 as of now.  They aren’t live, so I can always take a snapshot and reconfigure an earlier financial year and generate periods that way, but I’m curious if there is another way to generate additional periods from previous years that have not yet been generated.  Any help will be greatly appreciated.  Thanks! 

Hello,     recently I have been testing upgrading an instance from 2024r2 to 2025r2 directly. I have met some issues which I have never met before during other version upgrades. So I am writing this down here for others' reference, and also hope experts can help check whether my solutions are right or wrong. Issue 1:Inner Exception:A default full-text catalog does not exist in database 'xxx' or user does not have permission to perform this action.Query in question:exec pp_EnableFullTextSolution: I found a catalog named "ft" already exists but with default=0, then I altered the "ft" default to 1. Rerun the wizard, the error disappeared. Issue 2:An exception occurred during migrations of web.config. Please contact your Acumatica support provider.Solution: I rerun the wizard, performed the "Change Database" action, and reconnected the application to the DB. The issue was solved. Maybe the reconnection automatically generates a new web.config file.I hope the above notes would help.

Hello :)So there are two types of ‘open’ POs: (That I use anyways)Po’s that have nothing billed against them - I can easily cancel thesePo’s that have something billed against them, but not the whole amount, so there is a remaining ‘open’ amount.The top one I can easily cancel and remove, but the second one has a partial amount remaining and I get no options to ‘cancel’ or close it: How can I close/cancel this so when I enter another invoice with a po, it doesn’t show up as an available po? Any help would be greatly appreciated b(^_^)d Thanks

We have a client who is using a third-party timecard and payroll system which utilizes Alpha-based employee IDs in these systems.  We also need to import time card data into Acumatica, but our employees are numerically assigned and have limited 7-character codes due to the BIZACCT segmented key setting.  For this reason we are using “Substitution Lists” to cross-reference the Timecard’s employee identifier with the Employee ID in Acumatica.  We are storing the timecard system’s employee ID using External Ref Nbr field in the Employee screen.In order to keep our substitution list up to date, we’re using the Employee GI as a data provider to update the GI using an import scenario.  Knowing that the substitution list will error if we try using the “=1” code for new lines, we’re using the @@OriginalValue constant to define the row key and mapping it to the Native Field [SubstitutionValues.OriginalValue].  The expectation is that the import will locate the Original Value in the grid, if it

We are relatively new to Acumatica and would like to understand totally how the COGS labor/burden are captured throughout the manufacturing process and where/how costing is hitting the GL.  Currently what we are seeing is labor costs debiting WIP and crediting an account set up in ‘Labor Codes’ ---when the finished good product is produced, the total cost for material, labor, burden costs are crediting WIP and debiting our finished goods GL account.  The labor and overhead costs are not being posted separately or captured in a GL account.  In our previous ERP system, the labor, burden, overhead and material costs hit separate GL accounts.  We can see the amounts for Labor Planned, Labor Actual and Labor Variance amounts in the Production Order which produced the goods.  Any clarification would be most helpful.  

I have a grid where two columns are colored in Classic UI, and this works correctly there.However, in Modern UI those same two columns are no longer colored and appear with default styling. Is there a supported way to apply styling to specific grid columns in Modern UI? I also tried applying custom CSS like this qp-grid#grid [data-field="UOMSelect"] { color: #0078d4; } qp-grid#grid [data-field="UOMCost"] { color: #d40000; }but it didnt work

Hello all, we have the following problems in the GI “SO3010PL” (Sales orders):The total sum of some orders are multiplied by a factor, for example 2 or 4 and thus show the wrong order sum in the GI. In the Sales order itself the Order Sum is totally correct but not matching with the one shown in the GI.Example for wrong Sales Order (Total 8,068,20):In GI false: Example for right sales order (Total 2570,40): In GI correct:Screenshots of GI:     Please let me know, if you need more information. Thank you.Greetings

Hello! I have made a few filters and want to show our “Default Salesperson” employees how to filter only their name. This is easy to do on desktop However, when I go to the mobile app, the filter doesn’t show up correctly. When I click on their filter, it’s blank.My initial guess is because there is no sort option for the salesperson on the app. Is this the case? If so, how do I add this as an option so our remote salespeople can see their sales more easily when they are travelling?

I have a parameter in the report, but it does not work in the Modern UI on the Report Template page. When I click the drop-down, it does not set a value. In the Classic UI, it works correctly. How can I fix this?  

Hi good day.On the customer contracts screen, when adding a file to a contract with already existing files, i received this error message.Did anyone encountered the same? Thank you.

I am working on a customization for the Weekly Crew Time Entry screen (EP507020) and I am stuck. I am hoping someone has solved this before.What I Am Trying to DoI want to filter the Cost Code dropdown on the Weekly Crew Time Entry screen so it only shows cost codes that are:Budgeted under the selected Project on the row Budgeted under the selected Task on the row Belonging to Account Group where groupCD = "L"  What I Have TriedAttempt 1 — CacheAttached with PXSelector     public class LGroupCD : BqlString.Constant<LGroupCD>    {        public LGroupCD() : base("L") { }    }    public class EPWeeklyCrewTimeEntry_Extension : PXGraphExtension<PX.Objects.EP.EPWeeklyCrewTimeEntry>    {        #region Event Handlers        [PXMergeAttributes(Method = MergeMethod.Merge)]        [PXRemoveBaseAttribute(typeof(CostCodeAttribute))]        [PXDBInt]        [PXUIField(DisplayName = "Cost Code", FieldClass = CostCodeAttribute.COSTCODE)]        [PXSelector(typeof(            Search2<P

Hi, about to implement Acumatica Payments for an account and a good number of their customers take advantage of their 2% OFF if paid in 10 Days policy.  Has anyone implemented Acumatica Payments with Cash Discounts? Curious if is straight forward and the system does the math and changes the amount on the 11th day or if this is an item that has to be addressed ahead of time. Thanks! 

Hi,I have a list of dropship orders in a csv (downloaded from a 3rd party app) that contains everything I need to create a Sales Order with an import scenario, except our customer’s details. If all the orders in the spreadsheet are for the same customer how do you recommend I proceed?could add column to spreadsheet - but want to avoid that manual step.  Could write something in Excel to ask for the customer and create a new csv, but this is the 2020s. hard code the customer id into the import scenario - possible but there are many of these and that creates a burden on maintaining the scenarios (if one for each customer). Is there a way to ask the user to choose a customer as part of running the scenario? Can the import scenario link to a Generic inquiry that could be filtered to the correct customer? Any other ideas? Thanks in advanceSimon

I’m looking for instructions or an example on how to set the “Apply Retainage” checkbox on an AR Invoice via an API.  It’s very easy to do in the UI and works exactly how we’d like.  We’ve enabled the Retainage features, and extended the Invoice endpoint to include RetainageApply and RetainagePct fields; however, they’re not not being triggered when sent as “:true” etc. through the API.  Checking other sources online has lead to solutions that didn’t actually work, or were related to AP bills. Any help would be appreciated! 

In the Acumatica Manufacturing module, we occasionally need to run two production orders in parallel on the same work center (for example, when one order requires an earlier completion date or due to other scheduling priorities).What is the recommended approach in Acumatica to support this scenario?Is adjusting the start dates and splitting the crew the only option, or is there a way within the system (e.g., capacity settings, overlapping operations, or configuration of the work center) to allow multiple production orders to run concurrently on the same work center?

I have a custom screen with a custom grid.  On that grid, the user can lookup the customer.  In my current DAC field, it is restricting the customers to be returned based on whether the current user is linked to the Salesperson.For the customer nbr field in either the header or the grid, I am restricting the selector to only return customers where the current user is a salesperson on that customer.Thie is the DAC field for the grid. #region UsrCustomerID [CustomerActive()] [PXUIField(DisplayName = "Customer Nbr.", Required = true)] [PXSelector(typeof(Search2<Customer.bAccountID, InnerJoin<ICSCustomerSalesPersonLinksSQLView, On<ICSCustomerSalesPersonLinksSQLView.customerID, Equal<Customer.bAccountID>>>, Where<ICSCustomerSalesPersonLinksSQLView.userID.IsEqual<AccessInfo.userID.FromCurrent>>>), typeof(Customer.acctCD), typeof(Customer.acctName), SubstituteKey = typeof(Customer.acctCD))] [PXDefault] public virtual int? UsrCustomerID

Has anyone done an integration between the WMS solution Deposco & Acumatica?

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share ***Introducing Acumatica Cloud ERP: 2026R1***Great news! Acumatica 2026 R1 is here, bringing a powerful set of innovations designed to help your business grow, move faster, and make smarter decisions. We've focused on four key themes: AI Everywhere, Real-Time Visibility and Control, a Unified Experience, and delivering even deeper functionality tailored to your specific industry. Announcement: Classic UI Deprecation in 2026 R2 and FAQ Acumatica Community Webinar - Integrations in Acumatica: Web Service Endpoints and Webhooks - When and What - March 18, 2026 - Recording Will Howard - Acumatica Community Featured Member for March 2026Meet Will Howard our Acumatica Communi

Hello,I am trying to create order with payment details, but I am getting error “Inserting 'AR Payment' record raised at least one error. Please review the errors.\nCashAccountID: 'Cash Account' cannot be empty” even I am sending payment method to my payload. In my acumatica, I have two branches- BLASTLINE and STANIOS. For blasline, I didnt get any error when I am passing payment details. But when I am changing the branch with Stanios, it start giving me above error. Please help me in that. order creation payload- Thank you RegardsNamrata