Discussion Forums

Hi everyone,We have a client who needs to email supporting attachments that were originally attached to the AP Bill record. These attachments contain commission detail information that brokers require for reconciliation purposes.We are currently scoping a customization that would pull bill-level attachments into an outbound email notification, and based on our design, we expect it to meet the requirement.However, the client is evaluating AP automation solutions (TrailD and Yooz), and we’re trying to determine: Do these ISVs sync original vendor attachments back to the AP Bill in Acumatica? Do they provide any native functionality for including those attachments in outbound emails (such as remittance or custom notifications)? Or would this still require a customization even when using one of these integrations? Has anyone implemented TrailD or Yooz and addressed attachment/email requirements like this?Appreciate any insight!Iqra

I have this GI that is looking at SO Lines. I am wanting to restrict which SO Line is showed based on the site ID. I heard (correct me if I am wrong) that if I can filter via the relations table, the GI can run faster (vs using the conditions tab or creating filters in the user facing GI). But I can’t seem to make it work. I’ve tried every variation I know (hence lines 2 and 3 are different in the child field. If creating this filter in the conditions tab will the direction I should go, then I don’t even need to link the SOLine and INSite tables.

Hello All,We are implementing Acumatica and are debating whether to use AWS or SharePoint to store document.  In our case, we would like to give access to a Contract Manufacturer only to specific subset of design documents.  Has anyone implemented solution capable of controlled access, upload nottifications, and revision control?

Hello Community,Could you help me with code that allows me to create a discount code and then apply it to a sales order?I am creating the discount code, and it is being created correctly — all the data is saved properly in both the header and the details. However, when I try to apply it to a sales order, the discount code is not applied: the sequence ID is not generated automatically, and when I set the sequence ID manually, the type is not set. By contrast, if I create the same discount manually and apply it to a sales order, all the fields are saved correctly.  

Hi everyone,I’m working on an import scenario for the Shipments screen (SO302000) to upload serial numbers on the Line Details screen.Right now, my scenario finds the shipment and uploads the serial numbers — but all serial numbers are ending up on the first shipment line, regardless of which item they belong to.What is the proper way to configure this import scenario,   

Just checking for a little advice.First, I’d love if this were possible with in-box or Generic Inquiry type solutions.Barring that I’m questioning how to modify the available columns in this selector box (or any given selector box really).“Select Revision” BoxIdeally I could click the gear icon on the “Select Revision” pop-up. But it doesn’t show any columns that aren’t already shown.If I have a UDF or another field that isn’t already shown, I’d like to be able to add them by default.Is there any way to do this in-box?If not, does this post represent the best path forward, and where is a good place to start in terms of identifying the screen/business logic to modify? 

Hi All,Acumatica's Production Cycle for a manufactured product consists of 2 major steps: 1) produce volume first and then 2) subsequently, pack the volume into the required SKU.In such a scenario, is there a way to ensure that there is full availability of all materials required for producing a specific volume of a product, prior to confirming a Production Order? If yes, how and where can this be implemented/checked? In other words, a Production Order should not be allowed to proceed further (any subsequent steps) if there is either no or not enough material as required to produce a specific volume of the manufactured product.The same applies to the 2nd part above i.e. to again ensure that all packaging material required is available in full quantity during a request for Packaging Materials. Since this is a separate TR request (Inter Warehouse Transfer), how to ensure that this TR request is tied to the Production Order from step 1 above? The reason being, in our case we use some comm

Hello Community,I want these changes on the original screens. For my custom screens, this worked when I added actionsConfig: { exportToExcel: { hidden: true } } in the @gridConfig of the .ts file. 

Hi all,I’m currently trying to receive the owner data of a shipment using the REST API.The response of GET /entity/Default/24.200.001/Shipment/<ShipmentNbr> contains the contact ID:... "OverrideFreightPrice": { "value": false }, "Owner": { "value": "56" }, "PackageCount": { "value": 4 }...However, I can’t request more information about the contact.The owner of a shipment is an employee. But the REST endpoint /entity/Default/24.200.001/Employee does not contain the ContactID.Is there any other endpoint that can be used?Thanks in advance!

Is there a way to add the date the invoice was paid in a GI with the invoice number and the date the invoice was generated? I am trying to show in the system the average date an invoice it paid in correlation to the customers terms. Are the customers paying late or on time?

Hello!  Do any of you know how to run a general ledger for all accounts for a range of dates (most commonly quarter or year) with a beginning and an ending balance showing all account detail for the period selected? Thanks,Kay HoweJackson, OH 740-418-5250

Hi Acumatica Community,I want to create a report using a Generic Inquiry based on Issues Transactions.One of my requirements is to add Reason Codes as parametersPlease refer to my Generic Inquiry Configuration.But when I checked the report, Reason Code filter is not working.May we ask for your suggestion for the correct mapping for the Generic Inquiry?Thank you!

This should be easy but just can’t figure it out. How do I initiate a full database export of my acumatica instnace? 

Dennis GodsillMy first job out of college was working for a gentleman who later because the APICS national president.  Most of focus has always been on manufacturing and distribution as a planner and subsequently as an ERP Consultant.My resume includes tours with Unisys and Epicor (4 mergers and 6 name changes) in both presales and product management.My first exposure to Acumatica was with Release 3 with an ISV who had developed many addons for MS Dynamics SL some of which were incorporated in SL by MS.  We started the process of rewriting the apps for Acumatica with me testing and writing the Wikis.  Acumatica even bought the subscription management app for their own use which many of the partners also use.. Then I joined JAAS Systems who wrote the Advanced Manufacturing for both Acumatica and MYOB.  Besides doing implementation, I also maintained the Wikis.  JAAS was acquired by Acumatica in 2020.With General Powell​@dgodsill97 Moderator notes:MVP profiles are closed to comments in o

Hi Team,We are experiencing an issue with the AR (Sales) Invoice Report. Whenever there is more than one tax, the total is not displayed. Please see the screenshots belowAs shown in the image below, when only GST is applied, the total is displayed correctly. However, if another tax is added, the total is not shown.Note: The taxes are coming from a sub-report.Could anyone please assist with this?

My name is Kulvir Kaila and I work as the Software Development Manager for Blytheco.  I have been on the Acumatica platform since 2019 and have earned Acumatica Developer MVP from 2021 - 2024 and now Acumatica MVP for 2026.Early on with Acumatica, I was able to build custom integrations with Shopify, Lightspeed and Cropster by utilizing Acumatica's REST API.  With that experience I was able to write several blogs for Acumatica and fortunate enough to speak at the Acumatica Summit in 2023 around the work done with the custom Shopify Connector.  I have attended Acumatica Summit Hackathon since 2020 and each year brings a new challenge that I look forward to.In my personal life, I live in the Vancouver Canada area and in my spare time you can find me at a local hockey rink either watching my son play or playing in a pick up game myself.​@Kulvir Kaila Moderator notes:MVP profiles are closed to comments in order to provide the respective MVP with a page they can use for their brand. You may

Melissa BlassingameI am a Senior Solution Consultant, and I have been implementing Acumatica for 10+ years. I love working with Acumatica because it is always changing and moving forward.I spend time in the Acumatica Community answering questions and putting forth Product Ideas to make Acumatica better.I live on Merritt Island, FL. My hobbies are playing with our dogs and going to the beach. ​@mblassingame35 Moderator notes:MVP profiles are closed to comments in order to provide the respective MVP with a page they can use for their brand. You may congratulate them by clicking on the user name and private messaging them.The Acumatica MVP program recognizes outstanding community engagement, technical expertise, and thought leadership in the Acumatica ecosystem — honoring individuals who excel in driving innovation, supporting users, and promoting best practices for collaborative business growth. For more information on what it takes to become an Acumatica MVP, please check out The Acumat

Meet Troy Vars, our dynamic ERP Manager and Senior Development Consultant at CS3 Technology! As a System Architect, Troy oversees client ERP implementations and builds customizations and integrations for Acumatica clients. With a career spanning over two decades in development and software implementations, and more than 190 successful SAP and Acumatica projects across four continents, Troy is a true industry veteran.Troy’s knack for bridging the gap between business processes and technology is celebrated at CS3. He leverages his talent to guide clients in making informed decisions about software purchases, configurations, and customizations. In 2026, Troy earned a spot among the elite Acumatica MVP Developers, contributing to the community through online articles, forum support, podcasts, and Hackathon events.When he’s not working his magic at CS3, Troy channels his creativity into painting Bob Ross-style landscapes and crafting intricate miniature soldiers and terrains. He’s also a pa

Hello, I am building a report to information on Qty needed for WO. Everything looks good when i join inventoryitem and Insitestatus. i wanted to get material uasage from AMMTran. the moment i join that all my totals begins to increase to a high figure that is impossible. 

RJ KennaStellar One Inc.I have been in the ERP industry with Stellar One for nearly three years. It is an honor to be recognized from the Acumatica Community which is composed of outstanding individuals dedicated to helping one another and adding onto a wealth of knowledge. It has been a huge resource help to me countless times, and Acumatica does a great job with its dedication to the forum.As a proud Virginian, I am blessed to come from a large, faith-filled family, and lucky my wife and I are able to continue that onward with our young growing family. In my free time, I enjoy watching sports (especially my Pittsburgh Steelers), carpentry, quiet time and prayer, playing my bagpipes, and spending time outdoors. I also enjoy traveling, and I have visited all 50 of the beautiful United States of America. Some fun facts about me are: I grew up working in my family fish store, playing lacrosse, and Irish dancing.Cheers, RJ​@rkenna Moderator notes:MVP profiles are closed to comments in ord

Tim Rodman:I grew up in San Diego and went to UCLA for college, where I majored in Applied Mathematics and minored in Accounting and Computer Programming. It turns out that was pretty good academic prep for ERP, but I didn't know what ERP was at the time, so my first job out of college was as a Financial Auditor for Deloitte, working out of the downtown Los Angeles office. I got my CPA license and accidentally landed in the world of Midmarket ERP in 2005, working with Microsoft Dynamics GP and Sage 500. That "accidental" path is pretty common, I think, for many (maybe most?) of us in this space.In April 2013, I sweet-talked an Acumatica VAR into sneaking me into the Acumatica Portal so I could download and install the software. In exchange, we agreed to talk periodically and compare notes. When I sat down to install Acumatica for the first time, I thought that it would be a good idea to take notes, but, for some reason, when I would take notes in a Word document, I had trouble finding

My name is Brian Zelinski, and I’m the General Manager of TM Heating & Cooling in Lancaster County, PA. We install/service HVAC equipment + walk-in coolers/freezers here in SE Pennsylvania as well as Maryland and Delaware. We use Acumatica for Construction Project Management, Service Scheduling, Inventory Management, AR, AP, and Payroll.When I first joined the company in 2022 I was assigned the task of overseeing the transition from Eagle Business Management Software (EBMS) to Acumatica. I had the joy of learning with the team from Aktion Associates and taking lots of classes with Acumatica University. I then developed training manuals and worked on training our different departments as we prepared to go live. We went live right around New Year of 2023.I’ve now moved into the management role in our company, but I still oversee each of the new Acumatica updates. I enjoy learning from others in the conversations on the forum and contributing when I can.I had a great time at the Acuma

In the past few weeks we’ve had two different users report the same issue.  Of course, we can’t duplicate it.They are reporting that, when they have a sales order with lines marked for PO, and they create the purchase order using the “Create Purchase Order” option/screen, the Vendor location selected for the items is not always the default vendor location for that item.  When it’s not, the system seems to randomly choose a vendor location, sometimes locations that aren’t even set as the default location for any product.Since we can’t reproduce this, I’m leaning toward user error, but I’m curious if anyone else has experienced it.

Can we change the new color-coded statuses for those with color vision deficiency or is this something that would be able to be changed at a later date?

Hello Acumatica Community! We’ve run into a not good experience, issue with the latest Shopify connector for Acumatica (25R1). I’m hoping to get some insights from others who might be experiencing the same or confirm if this is an isolated problem on our end.What we observedBackground: We rely on metafields in Shopify and map another metafield from a Stock Item attribute via the connector.Normal behavior (pre-25R1): If a value existed in Shopify for one metafield, and another metafield was mapped from a Stock Item attribute, the “unmapped” metafield retained its value while the “mapped” metafield was updated as expected. Current issue (25R1): The connector now tries to update each metafield. And if there’s no mapped attribute for a metafield, connector clears it. This results in unintended data loss across the board, not just the mapped fields. Has anyone else experienced metafield data being cleared or reset by the 25R1 Shopify connector?