Discussion Forums

Row level security settings can be configured to limit access by user to certain email accounts for sending messages, but do these settings also apply to viewing Incoming and Sent message on those same accounts?  Or is there another way to configure this security setting?Thanks in advance!

Hi, i want to set up a new Cash Management Preference but when i try to input COA for Cash in transit account there’s no COA to select. The COA already import and set type as CASH.Please help me to solve this, there is step that i miss?? Thank you   

Hi,Could you please anyone provide a quick guide to add attributes to Equipment form. When we add attributes to the customer/stock items we add to the customer/Item class. But here in equipment, there is no class and the plus button is not enabled to add attributes. Thank you,Dulanjana 

Hi:I am working with the Device Hub configuration and got this error today in the Server, RestApi Put.Have anyone seen this issue or have an idea of what it can be?Thanks

how to create a report to see history purchase by customer. i’d like to choose the customer and see all alternative id’s he bought. Maybe so and invoice can be included but main thing i’d like to see all alternative id’s per certain period of time. 

Hi everyone,I’m trying to update the Shipping Rule field (ShipComplete) for each Sales Order line (SOLine) in Acumatica.Here’s what I’ve tried so far: Mass Update through Generic Inquiry: I created a GI including the ShipComplete field and enabled Mass Update. However, the update doesn’t seem to apply to the records. Import Scenario: I created an import scenario mapped to the Sales Orders (SO301000) screen. When I use LineNbr = -1 (Deactivated), it only updates the first line of the sales order. If I activate LineNbr, It is giving error as Unit Conversion is missing. My goal is to update the Shipping Rule for each SOLine (e.g., set “Back Order Allowed”) without manually editing each order.Has anyone successfully

HelloWhen a file is uploaded as an attachment, is there a way to get a warning if the file being uploaded has the same name as one already in the file list? If I upload another file with the same same as below, it will just overwrite the file, while getting rid of the previous file.  

Good day,I know it is probably something simple.  I am reusing the ACU AP import scenarios.  The error is the Document Out of Balance.  It is not.  I have used this before but this issue is new to me.  Attached is the XML.  Is there a new Balance Check box that needs to be unchecked?  The more try things the more confused I get.Any suggestions.  Thank you.  @grillevan 

 For Service Orders that are open I am trying to pull the next scheduled Start Date [ScheduledDateTimeBegin] for the earliest upcoming appointment.  I was able to create a GI that pulls the open services orders for a specific type.  I set the parameters so it does not pull any appointments that are completed only appointments with the status of in process or Not started.  I am stuck because the service order might have 6 appointments listed.  For example it might show several appointments for the same service order SO018443 has 8 open appointments.  I want the GI to only pull the one with the earliest next scheduled start date it would be appointment SO018443-2 which has a scheduled Start date of 10/20/25.   At first I was attempting to use the date in a formula but I hit a wall there. I thought I could use the appointment# but that’s a character type so I can’t use any math formulas and then I thought about using right( String,length) because it would the one with the

Hi Everyone,Has anyone overridden the "Generate" button in the PO Receipts > Line Details popup?I need to split a line quantity (e.g., 190) based on a custom field BreakQty (e.g., 60), so it generates lines like: Line 1 – 60 Line 2 – 60 Line 3 – 60 Line 4 – 10 Each with a new sequential lot number.Thanks in advance!

Could not load file or assembly 'Microsoft.Extensions.Options.ConfigurationExtensions' or one of its dependencies. The located assembly's manifest definition does not match the assembly reference. (Exception from HRESULT: 0x80131040)Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code.Exception Details: System.IO.FileLoadException: Could not load file or assembly 'Microsoft.Extensions.Options.ConfigurationExtensions' or one of its dependencies. The located assembly's manifest definition does not match the assembly reference. (Exception from HRESULT: 0x80131040)How can I resolve this issue? Thanks in advance for your help!

Is it possible to record a bill payment in Company A that is automatically recorded as an Invoice Payment Received in Company B?We have multiple companies and Company A is constantly buying from Company B, Company C, Company D, etc. It would simplify matters significantly if when we pay the bill in Company A, the invoice in the relevant company is also marked as paid. Thoughts?

Has anyone had success importing project template tasks? My client has about 500. Any tips are appreciated. :)

Good day, We are trying to recreate the Expense Receipts EP301010, where the list has a Filter for Employee ID or Claimed by ID, like it does under the system screen, but on a GI, the table EP.EPExpenseClaimDetails which tehcnically has all we need to create the GI does not work with the @ME under the EP.EPExpenseClaimDetails.EmployeeID, the report does not filter by the @ME, do you guys have any idea why is not working? 

hi,I'd like to create a report for incentives for sales staff.it need to be by supplier & specific products with product ID,Description,Cost & sell for each salesperson.Any assistance will be appreciated

Hi everyone, I’m implementing Requisitions / Purchasing and have run into a problem due to the following requirement: PO receipt needs to have a net 0.00 impact on the GL, because COGS/expense needs to wait until the AP bill is created. But also need subaccount to be editible on the AP bill.  My solution was to put the same account as both PO Accrual and COGS on the non-stock item, so receipt is a wash. If I use the expense account for both, it shows up on the AP bill. But the subaccount is not editable on AP bill if the line is from a receipt. I see the reason for this because the AP bill should always debit the credited account/sub from receipt, but in this case the receipt already offsets itself.  I believe the simplest workaround is to skip receiving since these are non-stock items, but I’ve been told that is not a viable option from their process perspective. Would love to hear any ideas! Thanks!

I just downloaded and published the 25R2 PDF annotator to my instance found on this page:  Publishing seemed to go well, but when I attempt to open Adobe Preferences screen so I can enter my API key, I receive this error:  Error: The view doesn't exist.Anyone else having this issue in 25R2?

We are experiencing this bug:A stock item has previously been invoiced, and a credit memo has been made and released against that stock item. If a user creates another credit memo, referencing the same invoice number, the system will add the stock item(s) at a 0 qty to the credit memo. The ext. price of each stock item will be added to the total, even though the qty is 0.If the qty is changed after adding the item, the system then flags it as it should, and doesn’t allow the qty to increase, and more importantly it recalculates the refund to not have the ext price of that line in the total.Question:Has anyone else experienced this bug, and is there a way to flag this as the system used to and not allow this?  Info:Acumatica 2024 R2 Build 24.210.0019

Has anyone gotten this error before? I am trying to update standard cost on a local version of acumatica. i have unpublished all customizations, restarted it, and restarted the computer but i keep getting this error. Below is the information from the trace. Im not sure what would be causing this but it wont let me update any costs. This instance is used solely for testing so its not obstructing our business process, but i am unable to do any tests with a sql view that i am making.at PX.Data.PXFirstChanceExceptionLogger.ProfilerFirstChanceException(Object o, FirstChanceExceptionEventArgs args) at PX.Data.PXDbTypeConverter.SqlDbTypeToPXDbType(SqlDbType sqlType) at PX.Data.PXDatabaseProviderBase.<Se

Good day. How do we freeze Inventory module in Acumatica 2021 R2 for stock take purpose?

What functionality should I expect from the ShipStation integration? I’ve installed the customization, connected both systems within ShipStation, and started configuring ShipStation in Acumatica. However, I’m struggling to get orders to sync to ShipStation. What needs to be set up in Ship Via? Is a carrier required? I’ve reviewed the user guide from ShipStation but still can’t get the orders to sync. Additionally, will the "Shop for Rates" feature be available with this integration? I haven’t been able to find any clear resources on this—can you help?

Hi everyone, We recently upgraded our system to 2025 R1 a few days ago. I’ve encountered an issue when searching for invoices that have associated credit memos. The search results only display the RM (credit memo) and do not show the original invoice document. I’m not sure if this a bug or not. Can anyone try on your system and leave me a command. Thank you. invoice without credit memo: invoice with credit memo: 

Hello Guys,I’m working on an external approval process for my company. It works well. But I found an issue yesterday. When I click Shipment tab in Sales Orders(SO301000) screen, system will pop out an error.I think the reason is I had add three new statuses in Shipment for the approval process.  Anyone knows how to fix this? Thank you. 

We are implementing Acumatica and want an Inventory ID with 5 Segments. We have no Items created yet. The system will not allow me to reduce the first segment to 2 digits (see below). Can anyone help? 

Hello everyone,Our Balance Sheet shows a Purchase Accrual balance that is almost four times higher than the balance shown on the Purchase Accrual Summary report. I checked the Account Details for the Purchase Accrual account, and there are no manual journal entries posted to this account — all entries are from AP and IN modules. The balance for this account also matches the Trial Balance, including the debit and credit amounts.I also read a similar post on the Acumatica Community and tested all of the suggested steps, but the issue still remains.  I’m not sure where else to look to identify the discrepancy. As mentioned, the variance is quite large — roughly four times higher than the Unbilled Receipts amount.Has anyone encountered a similar issue or have any recommendat