Discussion Forums

We gave a pay advance to an employee and set the deduction limit to $160. He had 2 paychecks of $80 each but then it didn't stop it still pulled another $80 out on the next paycheck. Can anyone tell me what I am doing wrong? The deduction limit frequency is set to No maximum.

When importing a Shopify Sales order, I would like the item description to be transferred to the sales order item that corresponds to the language stored in the customer. A corresponding translation for the item description is available.If you enter a sales order manually, it works, but not when importing.Does anyone know if and how this can work?Thanks in advance.

How can you see what the Project Accountant role actually provides access to?We would like to allow some users to use the ‘Reclassify Bill’ feature in AP, without giving them the ability to post costs to closed Projects.

Our process is Engineering creates BOM, Production Planning creates the Production Order under the Project, and the BOM is linked to the Production Order to generate material demand. Purchasing then procures material based on that demand.Our challenge is with ECO driven BOM revisions. If the Production order is still in Planning status, we can update the order with the new BOM revision and regenerate the demand successfully. However, after the Production Order is Released and material has been Issued, the status moves to In-Process, and we are no longer able to update the Production Order with the latest BOM revision.In this situation, the only option we currently see is to reverse the material issues, delete the existing Production Order, recreate a new Production order with the updated BOM revision, and then proceed again. This is operationally heavy and inefficient.I would like to know whether Acumatica provides any standard functionality, recommended process, or best practice for h

Hello, We have created a rather large report. One column is for AR Margin Percent. This shows as a standard 2 digit number in Acumatica (no % sign). When we export into Excel, then format to a percentage, the number grows by 1000. Example 33 would equal 3300%. I know how to correct this in Excel, but seeing as we pull this report often, then the adjustment can become very time consuming. I would like to correct the GI in Acumatica so I do not have to correct it in Excel. Any ideas how to accomplish this? Below is a screenshot of the formula in the GI:  

Invoice, click print.  There is a green email button.  For some users it is greyed out.  Where is the security setting for that button?

Hello, I have a user that needs access to the Side Bar in Sales orders. See Here. She needs access to the ‘Invoices and Memos’ button. I was pretty sure they were run by GIs but I’ve given permissions to the invoices one and that didn’t help. Any ideas?Thanks!

In Modern UI Trying to save a new card in the Sales Order with the Prepament option. But card entering option is non editable. Does anyone experienced this issue.  

We are building a remittance automation tool that needs to create an AR Payment and apply it to multiple invoices (1,300+ lines) via the REST API in Acumatica 25.200.001.What we've tried:PUT to /entity/Default/25.200.001/Payment with DocumentsToApply array containing AdjdDocType, AdjdRefNbr, and CuryAdjgAmt — returns HTTP 200 and updates LastModifiedDateTime but AppliedToDocuments stays 0. Documents are not applied. Import Scenario via the UI with a CSV provider mapping to the Payments and Applications screen (AR302000) — fails with "The system failed to commit the Adjustments row." Screen-based API POST to AR302000 — modern Acumatica 25.x loads the screen via JavaScript so DataSourceSessionID and DataSourceLoginID are not present in the initial HTML response. REST API /entity/Default/25.200.001/ImportScenario — returns 404, endpoint does not exist.Question:What is the correct method to programmatically create an AR Payment and apply it to multiple invoices in version 25.200.001? Is th

Hello Acumatica Community!I’m Mike the product manager for Acumatica WMS. We’d like to explore some aspects of returns with serialized items as we continue to improve our product.How do you handle vendor returns for serial-tracked items?We're exploring how customers manage vendor returns when serial numbers are involved, and we'd love to hear about your real-world experience!Specifically, we're curious which approach your team uses when processing a return:Pre-select the serial numbers — You identify and enter the specific serial numbers directly in the return before warehouse picking begins, so the warehouse team knows exactly which units to pull. Select item and quantity first — You enter the item and quantity on the return, let the warehouse team pick freely, and then record the actual serial numbers afterward based on what was physically pulled.We're also interested in whether you've run into any situations where a serial number was entered on a vendor return that wasn't actually r

Hi Acumatica CommunityI created a Sales Order (TR) and Transfer Shipments.to Process Shipments, I used Pick, Pack and Ship functionality.But when I tried to receive this using Receive and Put away. I didn’t find what process do I need to scan.Do we have a documentation for this process?Thank you!

Hello,I am trying to process application in Acumatica to create invoice. I used Resource Owner Password to generate the tokenHTTPPOST<Acumatica ERP Instance URL>/identity/connect/tokenvar request = new HttpRequestMessage(HttpMethod.Post, configuration["Acumatica:TokenUrl"]);var collection = new List<KeyValuePair<string, string>>{ new("grant_type", "password"), new("client_id", configuration["Acumatica:ClientId"]), new("client_secret", configuration["Acumatica:ClientSecret"]), new("username", configuration["Acumatica:Username"]), new("password", configuration["Acumatica:Password"]), new("scope", configuration["Acumatica:scope"])};var content = new FormUrlEncodedContent(collection);request.Content = content;var response = await client.SendAsync(request);response.EnsureSuccessStatusCode();I am getting error API Login Limitfor the first time call. any help would be appreciated. 

How to override Receipt Nbr in adjustment for stock without receipt 

Are dialog box workflow actions supposed to be unavailable to an import scenario? I was hoping to automate a field update the field/dialog box via import scenario, but the action is unavailable in the import scenario. Workflow actions usually show up in an import scenario, so I was surprised to see this limitation.  

Hello, I was wondering if Acumatica had an email response time tracking feature where we could pull data on how quickly customer service reps our emailing clients. The system it would tie into is outlook. Does anyone know if Acumatica has a feature like this?

General Information:Microsoft has announced the end of support for their Bing Maps tool on June 30, 2025. If you currently have a Bing Map Key, it will continue working until June 2025. Microsoft has discontinued issuing Bing Map Keys to new users as of July 1, 2024. Microsoft recommends Bing Map users register to use the Azure Map tool.Issue:Acumatica Field Services supports Bing Maps in our various map views tied to the calendar.  These include Appointment History on Map, Staff Appointments on Map, Routes on Map and Staff Routes on Map.Acumatica introduced support for Azure Maps in the 2023R2 update 17 release, which was made available for customers in October 2024. This support will cascade into 2024R1 update 14 and 2024R2 update 3 per our normal development roll-up process, so by the end of the year, 2024R1 and 2024R2 versions will include support for Azure Maps.Solution:Steps for Field Service customers who want to use Azure Maps:The company using Acumatica must go to https://port

Hi, how do I change this Inventory ID selector to Location ID instead? Thanks 

When any user creates PO and status of PO change to open, I want to automate notification email to Finance Workgroup when PO status open. To all member in finance workgroup. Please help me.

Hi everyone, I have an issue when trying to add a fourth column to the form. I can't align the 3rd and 4th columns with the others.Here is my HTML <qp-template modify="#form-Receipt" id="form-Receipt" name="14-17-17" class="equal-height" qp-collapsible wg-container="document_form"></qp-template> <template remove="#fsColumnC-Receipt"> </template> <template modify="#form-Receipt"> <qp-template id="fsColumnC-Receipt" after="#fsColumnB-Receipt" slot="C" view.bind="Document" name="1-1" class="equal-height"> <qp-fieldset id="fsColumnC-Receipt-Original" view.bind="Document" class="highlights-section" slot="A"> <field name="OrderQty" pinned="true"></field> <field name="ControlQty" pinned="true"></field> <field name="UnbilledQty" pinned="true"></field> <field name="CuryOrderTotal" pinned="true"></field> &lt

Is that possible to integrate Azure maps in address provider of 2024 R1 Acumatica?

Hi, In the Modern UI, I added the grid and it is visible, but the Add and Delete options are not appearing. However, these options are available in the Classic UI. Please refer to the screenshot below for reference.Classic UIModern UI  HTML  <template>    <qp-grid modify="#gridImportLocations"></qp-grid>    <field name="UsrKNSPCPOrderImportWarehouse" after="#groupOrder FIELD[name='OrderType']"></field>    <field name="UsrKNSPCPEnableLocationWarehouse" after="#groupOrder"></field>    <qp-grid id="santhosh" view.bind="TaxZonedetails" caption="Tax Zone Mapping" class="framed-section col-12" after="#groupSubstitutionLists"></qp-grid></template>TS import {  PXFieldState,  PXFieldOptions,  PXView,  updateDecorator,  removeDecorator,  featureInstalled,  FeaturesSet,  placeBeforeView,  placeAfterView,  placeBeforeProperty,  placeAfterProperty,  graphInfo,  viewInfo,  gridConfig,  columnConfig,  treeConfig,  controlConfig,  linkCommand

I need to display Purchase Order approved and the last person who approved the PO.In a GI or SQL it is simple to return the data for this as an Aggregated value Max on the ApproveDate. The table relationships: EPApproval Table and link it to POOrder using RefNoteID = POOrder.NoteID.How can this be achieved on the Report designer? Where will the Filter be applied?Retha

Hello,Can you please help me add a custom button on the Payments tab of the Sales Order screen?In which extension should the new button be created?When I try to add it in the Sales Order extension, I get the following error message. 

I am working on the Calendar Board (FS300300) Classic UI screen in Acumatica 24R2.This screen seems to be different from other screens because it does not support customization through Graph or DAC extensions, and the behavior of the screen is controlled mainly by the following page files: FS300300.aspx FS300300.aspx.cs These files are part of the website source, and they are not compiled into the customization DLL. Because of this, when changes are made in these files, they work locally in the website, but they are not included in the customization package, and we cannot deploy them to another instance.Also, this screen does not appear to have a Graph that can be extended, so the usual approach using Graph/DAC extensions cannot be used here.I would like to know the correct and supported approach for this scenario.Questions: Is there a supported way to include FS300300.aspx / FS300300.aspx.cs changes in a customization package? Can these files be added to the Customization Project

Hi,I couldn’t find a complete guide on how to create a GI that used Audit History, so I wanted to share my success with creating one, in case it helps someone out there looking for something similar. Our business scenario is that we would like to create a report that lists all of the changes made to suppliers’ bank accounts as a control. To do this, we created a GI that listed all the changes made to the “Account Number” field within the “Payment” tab of the AP303000 form. Note: We already had the audit history functionality enabled for the field: To do this, a join was done on the AuditHistory table and AP.Vendor tables. Because the AuditHistory table only has the “CombinedKey” field as the Key, the join required filtering out the bAccountID (first 5 characters) from the Combined Key and joining it with bAccountID from the Vendor table: Note: If you added the CombinedKey field to the GI it would come up something like this:Which if you then looked at the Audit History screen, you’d be