Discussion Forums

Does anyone know how often Acumatica backs up our instances when they are hosting them?Do they keep any historical backups or just the most recent?Nothing wrong, just a general inquiry. (see what I did there?)

I am having issues with number alignment in the Data Tables Widgets when using Modern UI.  All columns appear to be left aligned.  Any suggestions?

Hi everyone,Have a client looking to send and manage surveys using Acumatica, perhaps with a Surveymonkey integration. Everything I’m seeing (including the latest GitHub package) is about 3 years old. Does anyone have info on a current option?

Hi, good day!Did anyone encountered that when you print the invoice from the AR History of the customer contracts, it will not automatically show the report but will redirect you to this: Any help and shared ideas will be greatly appreciated. Thank you.

Has anyone run into the following vague error when trying to connect Shipstation.  I have followed the Shipstaion documentation here: https://help.shipstation.com/hc/en-us/articles/360026140871-Acumatica#UUID-8a29acb6-2284-4383-9cd4-9d8042e2a078_UUID-5a36552f-1c4a-47ff-a8e5-3a9c8e296fd4 But get the following error shown below.  Any ideas on what the issue maybe?

In our manufacturing process the logistics team wraps our cabinets, which are pieces of our displays. The wrapped cabinets go into crates which are grouped and shipped as an entire process for assembly in a site.  Hitting the Available-to-Promise is critical to our customer, and for this reason we would like the production schedule to factor the time consumed to pack and crate.  Has anyone model logistics as a work center?  How do you factor logistics capacity down time when the is not available to pack because they are receiving material? 

I intend to add custom fields to the Payment Summary section of the AR302000 screen. These two custom fields are intended to appear specifically when the View is set to "Document." However, it seems that despite having implemented the code, the changes are not taking effect. Where might the issue lie?

Hello everyone! Acumatica Project&Construction team is planning to implement a new functionality - Prepayment for projects. I saw it was discussed and requested on the community several times:Prepayments to show on a project | CommunityConstruction Customer Prepayment | Community Could you please share with me how do you need to recognize the taxes for AR deposit on project? and when do you need recognize taxes? What is your setup for taxes for deposit on project? Could you please describe your business case when you need deposit on project? How do you request deposit for project? How do you process deposit got for project?  What is important for you when you work with prepayments on project?Thank you in advance for your answers!Have a good day!

I have a tenant with 3 companies; Company A , B, and C.  I want to move Company B to its own tenant.  In a SaaS environment, what would be the steps to do that?

Good day,See the attached GI.  I want to set up the Navigation to open the Subject/Email associated with the subject on the Customer Activity tabs.  (Trying to avoid having to open the Customer Profile).I can get the hyperlink on the field, but it does not open the email. See example.Any ideas?  I had to publish today but I want to add this feature so the user can review the Note on the generic inquiry.Thank you.  

Hello all,I have been trying to work on Shared Column Configuration, but it is not getting applied. Kindly let me know if i am following the correct steps:Setting up the list of the columns, to be displayed, using Column Configurator → Selecting Shared Column Configuration.I am looking to hide the Currency field for all the users except for admin. And there would be some other fields too that will be made visible/invisible on regular basis.Moving them  to the list of Available columns:Selecting the table under Shared Column Configuration:And at last selecting the users for whom the columns shouldn’t be displayed:And clicking on Finish.The columns are getting invisible but after logging into the bernia’s account, I am able to change my columns:How can I restrict the user to not be able to add it again.Thanks in advance.

Hi Acumatica Community,I’m looking to learn how others are handling PO revisions in Acumatica when a PO goes through multiple changes over its lifecycle. We’re running into challenges tracking quantity changes, date changes, and other key updates because users are editing the original PO fields rather than having a clear revision history.Today, changes overwrite prior values on the PO, which breaks reporting for vendor accountability, financial reporting, and audit visibility. We don’t have an easy way to answer questions like what changed, when it changed, or how often a vendor moved quantities or dates.For those of you managing frequent PO updates: How are you tracking PO revisions over time? Are you using revision tabs, custom fields, workflows, or external reporting? How do you preserve historical values for quantities and dates while still allowing operational updates? How do you handle vendor accountability and financial reporting when POs change multiple times? I’d love to

Hi all, I’m trying to create a GI to show items with Qtty on hand with no Sales, or Issues, (excluding Transfer) within the last 365 days Dead Stock Inquiry is only considering last sale and Raw material there is no saleThank you 

Is there a way to display qty on hand on the PO line for stock items by warehouse?  This way the user can decide how they would like the product shipped to them based on inventory available.  I am thinking it will be an enhancement but what would be the best approach here to make it seamless.  Thanks!

Hello,Need some clarification as I'm bit confused on the backup process. Noob question.So as I understand the relation between Tenant and Company(with or without Branches) is 1:nSo if in a given scenario there are 10 companies in a Tenant and all I want is to take a backup of one single company within that Tenant then do I have to backup and restore the whole Tenant (what I see as the only option) or is there another way to only backup single company to test a scenario. Please share if there is any way to do this else seems like this should be a new added option in the backup process.Thanks

Can anyone tell me where I can find a description of the json objects for importing data via api?

Can we add columns (user and date file upload) to attach files form? 

How to Calculate  Landed Cost for  items in Drop-Ship Order . In Normal Practice Yes its Not Possible since drop-ship orders are shipped directly from the supplier to the customer without passing through your warehouse

Hi everyone,I’m trying to customize SOLine.AlternateID, but the original Acumatica logic is interfering with my functionality. Specifically, I need to remove the AlternativeItemAttribute from SOLine.AlternateID.Here’s what I tried so far: #region AlternateID [PXMergeAttributes(Method = MergeMethod.Merge)] [PXRemoveBaseAttribute(typeof(AlternativeItemAttribute))] [PXDBDefault(null, PersistingCheck = PXPersistingCheck.Nothing)] [BZAlternativeItemAttribute(INPrimaryAlternateType.CPN, typeof(SOLine.inventoryID), typeof(SOLine.subItemID), typeof(SOLine.uOM))] protected virtual void SOLine_AlternateID_CacheAttached(PXCache sender) { } #endregionHowever, this doesn’t seem to remove the attribute completely. Has anyone successfully removed or replaced the AlternativeItemAttribute from AlternateID? Any guidance or best practices would be greatly appreciated.

public override void Initialize() { base.Initialize(); PXCache cacheBase = Base.Caches[typeof(INLotSerialStatusByCostCenter)]; cacheBase.Interceptor = new BZAccumulatorAttribute(); }public class BZAccumulatorAttribute : PX.Objects.IN.InventoryRelease.Accumulators.QtyAllocated.LotSerialStatusByCostCenter.AccumulatorAttribute{ public BZAccumulatorAttribute() : base() { _SingleRecord = true; } protected override bool PrepareInsert(PXCache cache, object row, PXAccumulatorCollection columns) { bool ret = base.PrepareInsert(cache, row, columns); SiteStatusByCostCenter siteStatusByCostCenter = (SiteStatusByCostCenter)row; InventoryItem item = InventoryItem.PK.Find(cache.Graph, siteStatusByCostCenter.InventoryID); if (item != null) { BZInventoryItemExt itemExt = item.GetExtension<BZInventoryItemExt>(); if (siteStatusByCostCenter.SkipQtyValidation != true && siteStatusByCostCenter.ValidateH

Hi everyone,I am currently working on improving our CI/CD pipeline for our Acumatica customizations. My Idea is to automate the synchronization between our Acumatica environments and our Git repositories.Right now, if a developer makes a UI modification directly through the Customization Project Editor (e.g., modifying an ASPX page layout), they must manually click the "Save Project to Folder" button to generate the granular XML files (like ProjectMetadata.xml, ScreenWithRights_FRXXXXX.xml, etc.) into the _project folder for Source Control.I tried using the official CustomizationApi/getProject REST endpoint, but I noticed it doesn't behave like "Save Project to Folder". Instead, it downloads the compiled .zip package (containing a screens/ directory instead of the _project directory), which isn't useful for Git versioning.My question is there an undocumented API endpoint, a C# Customization Plugin approach, or an Acumatica CLI command (like ACU) that can programmatically trigger the ex

Hello everyone!We’re new to 2025R2 and currently testing in our sandbox. Of course being a Construction client and having been to Summit we’re excited about all of the new bells and whistles, most importantly we are looking forward to the Construction 360 Dashboard. Much to our dismay, we ran into a “lot of zeroes” after turning on the Modern UI and trying it out. However, we learned that most of the information can be populated through the Cost Projections By Date, and now have 13 out of the 15 columns populated with stats. This of course leads me to a few questions which I hope the community can help with:For setup purposes, does every Construction customer have to run the ‘Cost Projections By Date’ report each and every time they want to see updated stats? If that is the case, have you just created a Business Event to run this for all of your projects? (We currently have 43 active projects) And if so, do you run your Business Event to update on a daily, weekly or monthly basis? Even

Hi everyone,I am currently setting up multiple Email Accounts (Exchange Online SMTP/IMAP/POP3) for a client in Acumatica 2025 R1.I have noticed a significant change in how the system handles External Applications (SM206540). When I create an External Application and link it to my first Email Account, that specific External Application completely disappears from the selector when I try to configure the second Email Account.It appears the system is now enforcing a strict 1:1 relationship between an Email Account and an External Application. In previous versions, it was standard practice to use a single Azure AD App Registration (i.e., one External Application record in Acumatica) to authenticate multiple mailboxes under the same tenant.My Questions: Is this strict 1:1 mapping an intended security design change in 2025 R1, or is it a known bug? If this is the intended behavior, what is the recommended best practice for setting up 20+ email accounts? Creating 20 separate External Applica

The client has a large number of non stock kits with stock components. They require allocation before the shipment is created. I was wondering if this was a setting in Acumatica itself, or if it requires customization to achieve.

This is what I’ve been able to build but I want to make section that gives me a final number of how many I can build. Not have it show me what the lowest number in stock that I have. I want to see a section that says I can only build 6.