Discussion Forums

Hello. I’m using the Acumatica API to update one field inside the Sales Order entity.This field is ‘Terms’, a relationship field in which users can select a Credit Terms record, to set it as parent.I was using my Default web service endpoint, version 23.200.001. I made a Query to a Sales Order to see if the ‘Terms’ field was returned, but it wasn’t returned.So, I created a new Web Service Endpoint, extending the Default one. Then I went to the Sales Order entity and added a new entry for the Terms field, like in this picture:  Currently we have these Terms records available:Now when I use my custom endpoint ‘SalesOrderTerms’, and execute a GET to query one Sales Order, the Terms are returned. All fine until here.But, when I try to execute a PUT call to update the Terms field, the field is not updated. This is my call:Method: PUTURL: https://<host-name>/entity/SalesOrderTerms/23.200.001/SalesOrder?$filter=OrderNbr%20eq%20'013381'Payload:{    "Terms": {        "value": "NET20"    

Hi there,I’m wanting to create journals that hit Inventory ID.For background, we only have non-stock items, and don’t have any stock items as our business doesn’t deal with inventory.However, when I click into Inventory ID to select a stock item, the pop up only shows Stock items, which of course we don’t use/don’t have any. How do I get it to show our Non Stock so I can select that?In contrast, the journals seem to be able to do this, below is a journal with a source document originating from the Receivables module, where the non stock item has been chosen on the invoice document.  Invoice:Thank you. 

Hello! We currently have the “centralized period management” option enabled in our environment, however would prefer to have the option to close individually at different times of the month instead. Our problem with this is we have 55 Companies and it would be very time consuming, especially since they will all be closed by the same person. Is there a way to create an import scenario for this instead?

Hi everyone,Our business operates with four different branches. Our website allows single-cart checkout, meaning a customer can place an order containing items from multiple branches but only complete one payment at checkout.That payment comes through as a single prepayment, which is posted to our Unearned Revenue account.On the backend, our system then creates the appropriate sales orders for each branch (one sales order per branch). The single prepayment is applied across all of those individual sales orders.Our question is:Is there a way to associate multiple AR accounts with a single prepayment based on the branch of the sales orders tied to that prepayment?Ideally, we would like the portion of the payment applied to each sales order to post to the AR account associated with that branch, rather than everything flowing through a single AR account.Has anyone implemented something like this or found a workaround?Thanks in advance!P.S. we process thousands of sales orders so anything m

Simple example:000-000  Default, “Balance Sheet” entries000-001  Operations      “Indirect” (“Overhead”, “G&A”)000-002  Finance000-003  Marketing/Sales000-004  Health & Safety100-000  Hospitality   “Direct” (COGS, Revenue)200-000  Retail300-000  Education400-000  Health/HospitalsWhat is the best way(s) to limit the use of the 000-000 Subaccount to only in conjunction with Balance Sheet Accounts?...the 000-00# Subaccounts on a) on non-job (e.g. “X”) transactions and b) to be paired w/only indirect, overhead Accounts? ...the #00-000 Subaccounts a) on PROJECTS only and b) to be paired w/only direct, COGS, Revenue Accounts? 

Hi everyone, I am trying to use a parameter in a column set to get the percent of a column but is giving me an error.    I was wondering if anyone has encountered this since we are using the parameter in another column set.  Thank you in advance for your time. 

We purchased goods, released the PO receipt, and created and paid the AP bill. Two months later, the vendor offered a discount on those items.We’d like to enter this credit in Acumatica so that it updates the inventory cost for the specific stock items that were purchased, rather than booking it to a GL expense account. Since Acumatica does not allow selecting a stock item in a debit adjustment transaction, what is the best way to enter this with the correct posting?

Hello all,Can you help me in building up the logic in coloring the rows of a GI where if the Date is due in the next 2 days it should turn the row as orange.I have applied the logic as below:Date<=Today()+2, ‘orange’ where upon running the GI it throws the error for system cannot convert +2 system.int. How to resolve this?

Hi,I’ve been using—and actively advocating for—this software for years. I’ve recommended it to numerous companies and even helped guide a sister company through implementing it.That said, I was under the impression that I had a full license for the features I needed, and that if something wasn’t included, I could simply purchase the specific module. When I originally bought the software for my company, it was with the understanding that there were no individual user licenses—it was unlimited.Now, five years later, I’m finding out that the only way to get access to AI Studio is to change my license. On top of that, I’d have to pay a premium for tenants that were already included in my original license, and my user count would now be capped at 50.To add insult to injury, the cost increase comes out to roughly 55%.Is anyone else experiencing this? Thoughts on what your doing next? 

Hello everyone, I’m trying to find a way to have the notes on a Stock or Non Stock item automatically print on a Purchase Order.  I know I can add notes on the individual line, but I don’t want to have to manually copy the notes per line item for every time I make a PO. Use Case: For our ISO 9000 certification, I need the stock item note to call out a spec reference sheet every time I make a PO for that item.

We use Converted UoMs (Sales, Purchase, and Base Units) so that each party in the transaction can work in their preferred unit of measure — which is a core ERP capability.Acumatica is configured to support this, and the conversion logic works correctly in most areas. However, we’re running into an issue during billing.After further investigation, it appears that the converted UoM must be defined as an integer value (no decimals). If that’s the case, it significantly limits the usefulness of the converted UoM functionality, especially for customers who require fractional quantities.This seems inconsistent with how UoMs are handled elsewhere in the system, and it undermines the purpose of having flexible unit conversions in the first place.Has anyone found a workaround for this? Or is there a configuration setting we may be overlooking?

Hello! Is there any way to have the Record Notes / Pop-Up Notes show up when we enter a material line directly into the Production Order Details? Currently we have a bunch of items that are Kanban and we do not want anyone to use the Mark for PO functionality to set purchase demand without checking stock first. Initially I put pop-up notes on the specific Kanban Stock Items and found that it didn’t pop-up when entered into the Prod. Ord. Details screen. Thought I’d try and see if it would copy as an internal note instead and came to the same result. Any help would be greatly appreciated! Thank you!!

Hello everyoneHow can invoices be made by joining more than one sales order but consolidating the amounts in a single line?Example:Sales order A item 001 for 4 units.Sales order B item 001 for 5 unitsAn invoice with a single item 001 for 9 units is desired.How can this operation be performed?

We have a situation where customers come into the facility multiple times/day or week to get product.  We are just using an Invoice type sales order (no shipments) to record the shipment by entering warehouse/location in the sales order.  Upon prepare Invoice it creates invoice and processes inventory issue, etc.  This works fine one by one.  However, we would like to be able to create consolidated invoices for the day/week using Process Orders screen.  I know that we can choose Prepare Invoice in that screen and it will create one invoice for all the orders for that customer that met the criteria entered on top.  We need it to apply additional grouping.  For example, in one day or week, 12 sales orders/invoices, 5 have PO/Cust Order Number 1234 and 7 PO/Cust Order Number 5678.  If I just ran wide open it would create one invoice with all 12.  I need it to create 2 invoices, one for each PO/Cust Order Number.  Actually, these are all for Projects and I'd need that to be the first group

Hi,I’m publishing an eSign customization package in a sandbox (version ). The process validates successfully, then gives the following error on publication. Everything publishes OK without that package selected. What does it mean?[2025-04-22 23:34:06.571] npm run build failed with output:> screen@0.1.0 build> cross-env node --max_old_space_size=6144 --optimize_for_size --stack_size=6144 --trace-warnings ./node_modules/webpack/bin/webpack -- --env production --env tenant=[REDACTED] screenIds=SM202510Publishing customization FAILED

Hello Experts, I am stuck in one of the approval process i am creating Purchase approval with two levels 1 level- No conditions, and have two user any one approves the document it will be approved.2 level- having two user and condition (If Amt. < 50,00000) any one of the user from level 2 approves the document it gets approved.having single user in which (Amt.> 50,00000) single user assigned to it will approves the document.

Can I generate bulk invoices for tenants where the standard item, such as the rental fee, is already pre-filled?

Is there a URL where I can find what specific features are included as a bundle? For example, if I purchased the Construction Edition 2025 R2, is SSO security and MFA supported and included in the base package? 

I’m working on developing a Project Cash Position Report for a construction company in Acumatica and would appreciate guidance from anyone who has built something similar.Goal:To create a report that shows a real-time (or near real-time) cash position per project.the report would help project managers and finance teams understand current and projected cash flow at the project level

hi!Does anybody has the same issue in SO where the approval map for a status Credit hold is not applying correctly?In the next screen, I’m using the status field validating the value “Credit Hold” but it doesn’t work: And in the next screen, I’m using the Credit Hold Field to validate the approval but it doesn’t work neither: Any thoughts?? Are someone having the same issue? Thanks!

How to change images login in acumatica saas? or how to access xml login pages in acumatica saas?

Hello! I’ve tried all sorts of combinations to achieve this.Summary: under certain conditions, run Business Event / Import Scenario to update Opportunity from Open to Close as Won and set the Reason code to a specific value.I am able to get the status updated to Won. Also, when looking at the CRM tab, it appears that the Reason has been set. However, it is blank in the GI results and in the DAC.The Reason is available when updating to Close as Won manually.I’ve tried both of these options: RESULTS:  

I need some guidance on how to go about to create a GI on weekly FLSA reporting for OBBBA compliance purposes. Unfortunately our company does not have the payroll module included in our package so using that one is not available for us. The logic should be pretty straightforward; If EE works > 40 hours per week then take OT & DT hours X Effective rate X .50 to get qualified OT amount. If anyone has made this GI or has tips on how to achieve this it would be greatly appreciated. 

Hello community, We have developed a native integration for the e-signature provider SignNow. At the moment we have feature parity with the existing eSign plugin, but our plan is to add more features in the future based on users’ feedback. Please feel free to share your feature requests here. We will also be at the upcoming Acumatica Summit 2025 (SignNow / airSlate booth). Feel free to pop by and chat with us directly. For more information on the plugin you can get in touch with us via: https://www.signnow.com/integrations/acumatica-cloud-erp https://www.sleekcode.dev/#products Thanks, DISCLAIMER: I am the owner of SC SLEEK CODE LTD, the developer of the plugin.

Hi Community,For some reason, having the Customizer role is not enough to get you into editing a Customization Project (which does not seem intuitive). While it gives access to the Customization Project screen, it does not allow a User to actually go in and edit the Customization Project. I don’t want to give the User the Admin role, but does anyone know what is needed to edit the Customization Projects themselves.  I tried giving Delete access doing under Hidden>Customization Xml, but it opens the project in a new tab, with an error. Don’t think it should be this hard, but not sure what I am missing. Cheers,RJ