Discussion Forums

Hi AllHow do I setup wireless thermal label printing from the Mobile App? Will I also need Device Hub? If so, how do I setup Device Hub on the Mobile App.

Until two weeks ago my integration was working. But for the last two weeks (since March 7th, 2026) I can't make it succeed no more.For context:I'm also downloading many other tables. Sometimes we get 5xx but with retries is enough. For many other integrations (other clients) things are working fine.The problem:As I need to download all the Journals, I'm applying this strategy:I define a date range to $filter: 30 days. Within that range, I paginate with $top=1000 + $skip to fetch all the journals in the period. Then I choose the previous period and repeat (moving backwards until there are no previous journals).I could retrieve a couple of pages, then I started getting timeouts from my side after waiting 10 minutes for a request to finish. Even retrying 5 times. No success. Example request:HTTP Request: GET my.acumatica.com/entity/Default/24.200.001/JournalTransaction?%24filter=LastModifiedDateTime+ge+datetimeoffset%272026-02-15T15%3A46%3A19.303Z%27+and+LastModifiedDateTime+lt+datetimeof

Hello Team, I am getting error while order creation sending with payment details via api.Request- Description:While creating a Sales Order with payment via API, the system throws an error during AR Payment creation. The payment is being passed in the payload, including Cash Account and Payment Method, but the system is not recognizing the Cash Account and fails validation.Error Message:Inserting 'AR Payment' record raised at least one error. Please review the errors.CashAccountID: 'Cash Account' cannot be empty.Steps to Reproduce: Create a Sales Order via API. Include Payment details in the request (PaymentMethod = CASH, CashAccount = 10250). Submit the request.    

Hi Acumatica Community,In Acumatica, when we create a Sales Orders with a customer exceeds in their credit limit. There’s a warning sign.Once we remove hold, the status will become Credit HoldWith this Set up (Customer Profile and Order Types) Our requirement is to restrict the saving of Sales Orders when the Customer is already exceeding in credit limit.Is that possible?Thank you!    

Hi,Has anyone created a custom ACH-type export scenario for an international bank payment file?We have received a client requirement for a new ACH-type custom export scenario for BNZ bank's international payment file.I've attached the bank payment file guide for your reference. If anyone has experience or has created a similar custom export scenario, please let me know.Thanks 

Hi All,When providing service, technicians must answer a set of questions regarding the equipment's condition or the service provided.Once completed, the answers will be sent to the customer as a reportI have seen some posts about the Acumatica Survey. However, this feature has been built like a form, that will be sent out to collect feedback and it doesn't work for people using Field Service.So I question how the other companies are using the Field Service Feature facing this issue.Are there any solutions for the Field Service Survey? because this is not a special business process.Best regards,Yên Chi 

Hello everyone,We recently upgraded to 2025 R2 and one of our Import Scenarios is now throwing errors.  Here is the main one:  The Import Scenario is Deleting the Salesperson from each location in preparation for adding the new person in a second scenario.I went to the Customer and every aspect is filled out correctly.  Nothing in the error message is empty for the Customer.  Do we need to add all of those fields now to each Import Scenario???  I have attached the file to this post.  

We plan on using the Time and Material billing rule in the near future for our Cost+ projects. We already set up everything (billing rule, rate tables, etc.). After doing some testing, I find it takes a lot of time to create a pro forma invoice.My question is : Do you have any tips to make it more efficient, since we expect a very high volume of transactions? (+/- 500 cost transactions per pro forma invoice)In the “Time and material” tab of the pro forma, is there any way to select multiple lines at once? (either to delete them or to change their statut to “write-off”?)   I notice that we can “Export to Excel” the transactions from the “Time and material” tab of the proforma. I was hoping we could extract the datas in Excel and upload it back after making some changes (for example, update the status or unit price). My conclusion is that there’s not much data we can upload from the Excel, which would be very helpful.   Related to #2, when we extract the transactions to change some data

We are trying to import the PI inventory counts from excel and receiving an error.  Steps takenExport the list with the Excel button. Enter the Physical Quantities in the the column for Physical Quantities in the excel.  Save excel and click upload.  There is only the one column to update.  Expected this to be “easy”Dont know how to find the Trace in the error message to try to identify the error. 

Hi,I am working on import purchase order receipt type transfer receipt which is triggered by record change on Business Event. But, I can’t apply field locations of receipt lines with the same value, just line nbr 1 is applied. I don’t know if there is something wrong with my import mapping.  

Can someone support me by providing a copy of the Acumatica installer version 2020 R2 20.207.0012, it is no longer available in the download repository on Amazon

Hello,We sale our items both singularly and in master packs. I have identified and converted the qty of EA into CS (master pack). I have created a custom label that prints out master pack barcodes but am having troubles in report designer for barcode selection. Each stock item has 2 barcodes, one with the UOM of EA and one with the UOM of CS. I want this report to only show CS barcodes, so I used a filter to only show barcodes that have a CS as a UOM, but it is not displaying any data with this filter. Any ideas how to display on the barcodes with CS as the UOM?  

In my code below, the commented out loggedUserRow line uses an obsolete method.  I tried to implement the ICurrentUserInformationProvider to get the User ID.  When the code runs, the _currentUserInformationProvider variable is null.  I’m not sure what I need to do to instantiate the variable.  This is probably a c# thing.  I tried a bunch of things not shown here, but I couldn’t figure out how to implement that interface.   public ICurrentUserInformationProvider _currentUserInformationProvider { get; set; } #region Events protected virtual void _(Events.FieldUpdated<SOLine, SOLine.inventoryID> e) { if (e.Row == null) { return; } SOLine lineRow = (SOLine)e.Row; //Users loggedUserRow = Users.PK.Find(this.Base, PXAccess.GetUserID()); System.Guid? u = _currentUserInformationProvider.GetUserId(); Users loggedUserRow = Users.PK.Find(this.Base, u.Value); if

Hi,I need to overload confirmshipment action in acumatica 2025 R2. In 2024 version I used such codepublic class SOShipmentEntry_Extension : PXGraphExtension<PX.Objects.SO.SOShipmentEntry>{public delegate IEnumerable ConfirmShipmentActionDelegate(PXAdapter adapter);[PXOverride]public virtual IEnumerable ConfirmShipmentAction(PXAdapter adapter, ConfirmShipmentActionDelegate handler) {}}but in 2025 R2 acumatica I got this error.The System.Collections.IEnumerable ConfirmShipment(PX.Data.PXAdapter, ConfirmShipmentActionDelegate) method in the ClaLimitInvTiger25.ClaConfirmShipmentExtension graph extension is marked as [PXOverride], but no original method with this name has been found in PXGraph. I looked over the code and found they moved to cofirm shipment action into ConfirmShipmentExtension.cs file. I also tried to overload it likepublic class ClaConfirmShipmentExtension : PX.Objects.SO.GraphExtensions.SOShipmentEntryExt.ConfirmShipmentExtension{public delegate IEnumerable ConfirmSh

Here are the relevant fields [ToDate] +1 logic doesn’t work on report designer ,Any workaround.

Has anyone been able to get this integration to work?I have exported the report (Excel (Connected), but when opening the exported file, there are no values and no connection has been set up. Are there additional steps one should follow to get this to work?

We have an instance where an inventory item with a $0 cost was sold then returned. Unfortunately, on the return, the cost defaulted to the most recent sale price and the item was brought back in with a cost. This caused negative COGS and increased inventory value when it shouldn’t have. This item has since been re-sold so I can’t just use the “Issue” and “Receive” processes to remove it from inventory and bring it back at the correct cost.Is there any way to correct the cost on this item?Item costing is specific to the item. I tried using the “Adjustments” but it insists on changing the quantity as well as value.

I created a GI that pulls data from a custom table.  The GI is working perfectly.  I want to add a filter to the GI so that I can use the filter in the Mobile App.  The GI is working in the Mobile App.When I go to the Parameters tab in the GI, there are no fields available to select:Here are some print screens of the GI in case anything looks like it is missing: This is the result of viewing the GI: I don’t do GI’s often, so I don’t know what is wrong.

Hi Team,I hope you are doing well.I am currently looking for Trial Balance or Account Details endpoints in Acumatica ERP.We are able to successfully retrieve data for the Account Details inquiry screen. However, when attempting to filter using From Period and To Period, we are not receiving any results.Could you please assist us in understanding:If there are any specific parameters or formatting required for the period filters Or if there are any limitations or additional configurations needed for this scenarioAny guidance or suggestions would be greatly appreciated.Thank you in advance for your support.

There is an older article on how to customize the home page for the Self Service Customer Portal:Technical Tuesday: Editing the Acumatica Portal Home Page | Acumatica Cloud ERPHowever, Step 2 is outdated, you can no longer change to the Classic UI. Does Anyone have an updated version of this?From the Classic UI you can:Access the Documentation Menu where you added your wiki Click the Create New Article option in the left menuI started by creating a very simple article as illustrated below.Set the access rights of your new screen so that portal users can see it. If you do not do this, then users will see the old portal home screen.

I have a custom field called SharePoint Link on the Projects screen. It works correctly as a clickable hyperlink in the Classic UI, but when using the Modern UI, it does not behave as a Weblink, even though I have applied all the necessary changes.  

Hey, gang - not too familiar with FA’s, so if anyone can point me to whatever I missed, it would be greatly appreciated.  I’ve migrated the customer’s list of FA’s into the system (in Initialization Mode) and they are asking to dispose of some FAs in some older periods.  However, when I attempt to do this, I get the “Book Period cannot be found in the system.” error in the Disposal Period field when using a date back in 2015 (as an example). However, I do have book calendar’s set up going back to 1990.  That said, the system is only allowing the selection of open periods as dictated by the Master Financial Calendar which, as it stands, only goes back to 2022 as of now.  They aren’t live, so I can always take a snapshot and reconfigure an earlier financial year and generate periods that way, but I’m curious if there is another way to generate additional periods from previous years that have not yet been generated.  Any help will be greatly appreciated.  Thanks! 

Hello,     recently I have been testing upgrading an instance from 2024r2 to 2025r2 directly. I have met some issues which I have never met before during other version upgrades. So I am writing this down here for others' reference, and also hope experts can help check whether my solutions are right or wrong. Issue 1:Inner Exception:A default full-text catalog does not exist in database 'xxx' or user does not have permission to perform this action.Query in question:exec pp_EnableFullTextSolution: I found a catalog named "ft" already exists but with default=0, then I altered the "ft" default to 1. Rerun the wizard, the error disappeared. Issue 2:An exception occurred during migrations of web.config. Please contact your Acumatica support provider.Solution: I rerun the wizard, performed the "Change Database" action, and reconnected the application to the DB. The issue was solved. Maybe the reconnection automatically generates a new web.config file.I hope the above notes would help.

Hello :)So there are two types of ‘open’ POs: (That I use anyways)Po’s that have nothing billed against them - I can easily cancel thesePo’s that have something billed against them, but not the whole amount, so there is a remaining ‘open’ amount.The top one I can easily cancel and remove, but the second one has a partial amount remaining and I get no options to ‘cancel’ or close it: How can I close/cancel this so when I enter another invoice with a po, it doesn’t show up as an available po? Any help would be greatly appreciated b(^_^)d Thanks

We have a client who is using a third-party timecard and payroll system which utilizes Alpha-based employee IDs in these systems.  We also need to import time card data into Acumatica, but our employees are numerically assigned and have limited 7-character codes due to the BIZACCT segmented key setting.  For this reason we are using “Substitution Lists” to cross-reference the Timecard’s employee identifier with the Employee ID in Acumatica.  We are storing the timecard system’s employee ID using External Ref Nbr field in the Employee screen.In order to keep our substitution list up to date, we’re using the Employee GI as a data provider to update the GI using an import scenario.  Knowing that the substitution list will error if we try using the “=1” code for new lines, we’re using the @@OriginalValue constant to define the row key and mapping it to the Native Field [SubstitutionValues.OriginalValue].  The expectation is that the import will locate the Original Value in the grid, if it