Discussion Forums

Hi everyone,This modern UI conversion process is bumpy and tough for all of us. One of the things I have already been struggling with is managing my node installations between 25R1 and 25R2, and I imagine that as more versions come out, it will only get harder. Even with node version manager, you have to switch to the correct version of node for the version of Acumatica (if I understand correctly) Acumatica stores the path to the node version it needs in the web.config file. So I thought what if I just made a quick powershell module that leverages that path! So if you are in a site directory, you can always build using the correct specified node version. Introducing AcumaticaNodeHelper:lekker-solutions/acumatica-nodehelper: Acumatica Node Helper # The module is registered in the Powershell GalleryInstall-Module AcumaticaNodeHelper# Change directory to the root of the sitecd C:\Acumatica\MyClientSite # Build all pages and modulesInvoke-NodeBuild # Build specific pagesInvoke-NodeBuild -P

I am attempting to reprint a check using the same number in 25R1. I follow steps below but it reprints with the next number, not the same. What am I missing?After printing (without releasing), select “Reprint” action on the Release Payments screen, select the payment, and process. Status is changed to Pending Print.  Print / Process the payment again. Next number is assigned instead of the original. If I try to manually change, it errors saying the number already exists. Thanks in advance!

Exciting News: BigCommerce Integration Coming to Acumatica 2025 R1 and Newer!Acumatica is thrilled to announce that the BigCommerce integration will soon be available for Acumatica versions 2025 R1 and newer launching in early 2026!This new integration allows Acumatica customers to seamlessly connect their BigCommerce storefront with Acumatica’s ERP platform. This means more automation, faster order processing, and real-time inventory and customer data sync between your ecommerce operations and your back-office workflows.What does this mean for you?Effortless order, inventory, and customer data flow between BigCommerce and Acumatica Fewer manual entry errors and time spent on double data input The ability to scale your online business with the latest and greatest from both platforms Remove the need for additional gateway fees and integrationsA note on paymentsAcumatica Payments is still the recommended option for the most streamlined, end-to-end payment experience. However, for custome

Hey y’all. I’ve been working in Acumatica for 2 years now and have really gotten a handle on GIs, Import/Exports, Reports, Business Events, etc. Now I’m working through the T200 pdf training and my lack of web dev experience is making me have to dig far too deep into every code snippet to fully get it. My background is in Panorama Classic (a dead language) and Python, so I understand the basic structures of a language. However, I find myself constantly going, ‘but why?’ in the training in a way that I know means I’m NEARLY there. Do you know any videos or other tutorials that might help me get up to speed on doing my first solo customizations? Do you have advice for getting through these trainings from nearly zero? -- Lunar

Hi community, I am trying to setup a few financial reports to email weekly out of the system, and I know I need to save the template and then schedule the template. The issue I am running into are the financial period parameters. Is there a way to set a template that dynamically pulls in the current financial period so that I can then put that template on a schedule? Otherwise, I don’t see a way around having to create a template for each period which wouldn’t work in the long run. Thank you,RJ

We cannot find a way where we can point the posting of sales tax payable amounts to individual sales tax payable GL accounts in Acumatica when the Avalara integration is active. IEIL Tax = GL account 2152PA Tax = GL account 2153OH Tax = GL account 2154How is this possible? Currently, all AR documents are posting to the same sales tax payable account listed on the tax GL account tab in the vendor master.

We’ve found a part on Create Purchase Order suggesting a order of 50 parts under IN Replanned. However, this part already has 88 units in stock, and SS is 10 and Reorder point is 20. Why is this part appearing here, and what does IN Replanned even mean?

Hi,We would like to disable the access to the (+) button for manual addition of new lines in Purchase Receipts. All lines should be linked to a PO.However, we do not want to take away the (x) button for deleting lines, since the Purchase Receipt may require amendments after being created from the Purchase Order.I have not been able to disable the (+) button without also disabling the (x) button, as the Delete access right also gives access to creating new lines. Any ideas on how to implement this restriction?

public class BZCustomerAttribute : CustomerAttribute{ public BZCustomerAttribute(Type search) : this(search, typeof(Customer.acctCD), typeof(Customer.acctName), typeof(Contact.phone1), typeof(Customer.primaryContactID), typeof(Customer.customerClassID), typeof(Address.addressLine1), typeof(Address.addressLine2), typeof(Address.postalCode), typeof(Address.city), typeof(Address.countryID), typeof(Location.taxRegistrationID), typeof(Customer.curyID), typeof(Contact.attention), typeof(Customer.customerClassID), typeof(Customer.status)) { } private readonly Type[] _fields; [PXHidden] [PXProjection(typeof(Select<Contact>))] public class Contact2 : Contact { } public BZCustomerAttribute(Type search, params Type[] fields) { Type genericTypeDefinition = search.GetGenericTypeDefinition(); Type[] genericArguments = search.GetGenericArguments(); Type type; if (genericTypeDefinition ==

I am trying to find out how to provide specific rights to user roles to allow them to create drilldowns just for their account. How can I do this?

i have an issue ..only the header of the shipment is imported without lines.Any help please ! Attached you could find the scenario.Version : Version 21.2.2303.133 [21.213.0038]Thx in advance.

Hi All, I have a scenario where GL journals have to be exported and imported in another ERP system. after the export we would like to mark these lines as being imported so they can be obvious on a GI. I can’t work out how to get the import scenario work using the same key module, batchnumber and line numbers. any hint would be much appreciated. What am I missing here ? error is not telling me muchThank you 

Users should be able to: Hover over text Select words or sentences Capture selected text for mapping to field Currently: The PDF loads successfully using PDF.js But it behaves like a static image Text hover/selection is not properly aligned or does not work correctly

Hi, I am trying to update the numbering sequence for the Projects screen, but I am running into the error shown below.  Here is what Segment 1 looks like. Is there anything that jumps out at you to justify why the above error was complaining about the format? Also, if I was to make a change to any of the attributes in the segment grid, I get the error that is shown below. Does this mean that I can’t make changes to this without making changes to the children first?  Let me know if you need any other information. Kind regards,Andrew

In all the Sales Profitability Reports there are two flags to choose: Released Transactions Only and Completed Transactions Only.Released Transactions Only is easy to understand as it will display only released invoices or all invoices regardless they are released.My question is about Completed Transactions Only. What does actually mean completed transactions? I thought it was closed invoices but, based on the testing I did, it does not seem it is that.  

Has anyone built out a Toast Integration in the marketplace?

Hi,  I am adding a pop up note in one of the customer.  Should this pop up note can also be displayed when creating project?Currently it does not show the pop up note and wondering if this is just normal not showing up in creating project.  Thanks 

Had a subcontract that was of closed status with a remaining unbilled amount of >15k (this went back to the variance amount at the time of closing. A user then did a Change Order with the remaining variance that was left on the cost code at the time (around $600) to reopen the Subcontract.When the Change Order was created the Subcontract went to status over budget immediately and the cost code budget went to -15k. As the unbilled amount value returned to the Subcontract from the cost code. Is this expected behaviour? How do I fix this? All buttons as admin are now disabled on the Subcontract and the subcontract does not display when trying to do a Change Order if we were to try fix it this way. 

At summit I seen a few cool examples of people using business scenarios/recurring tasks for month end checklists etc. I am not finding a lot of guidance on the web or in the documentation.Anyone have good examples and/or a good place to go learn more?Anyone using these for sop’s?Screens WZ201000/WZ202000.   

The prepare tax button and process/release was done mid month on accident. Now our GL is off and our generated AP bills are incorrect. Not capturing the second half of the month. The only solution I can come up with is creating a manual AP bill to pull the rest of the sales tax due in, but is there any other way to reverse what has happenned in order to just start over? Is there a way to capture the remaining tax due for October besides a manual AP bill? What would the ramifications be of creating an additional AP bill to pull in the rest of the sales tax due? How does that transmit into next months Sales Tax Prep in ACM? Does it mess anything up if our generated Tax due in ACM does not match what we actually file and pay?Thanks for any help!

Hi, I’m trying to create a current time with =Now() and =NowUTC() for the UK time zone but GI gives me the same result for both functions. system not calculate daylight savings.I ran the GI at 11.40 am local time but GI gave 10.40 am for both =Now() and =NowUTC(). Please help to fix this.Thank you.Desh

Hi Community,I created a custom Acumatica screen, and I wanted to restrict users from deleting records.However, in my custom screen, the Delete action was not listed, so I couldn’t control it through access rights.

Hey everyone! 👋Quick question — what's the exact navigation path to access the tool Customization Project Editor in Acumatica?For context, I need to open and edit my customization projects, manage access rights, generic inquiries, and other project components.Could someone share the step-by-step menu navigation?Thanks in advance! 🙏

Hello Experts, I am unbale to figure out how to view the total number of production order with ageing category. I Tried creating GI but still facing problem how to group .Please let me know where am i missing .So my output result should look like:- 

Dear All,We are following the consigned inventory process in this articlehttps://www.acumatica.com/blog/how-to-implement-consigned-inventory-part-1/ the default setting for the transfer receipt is transferred type 2-step, which means we have to create a Purchase Receipt for that transaction.is it possible to change it to 1-step? It means skip the step creating Purchase Receipt and auto release transferThanks in advance.Yên Chi