Discussion Forums

Having a tough time getting the Purchase Receipts to default the Warehouse and Location.  It is defaulting the warehouse but the location just shows <Split> and won’t fill in the default from the Item Warehouse Record.Here’s the scenarios:When doing a Purchase Receipt you have multiple options to enter the Detail Lines on the Receipt.<Enter Receipt> from the PO Screen – this builds the Receipt entry from the PO and does all the settings.  Detail Lines to not have a Default Location.  They do have a Default Warehouse   Manual Entry – this seems to work properly when you enter the Detail line with Inventory ID, the Warehouse and then the Location Defaults from the Item Warehouse default Receiving Location   On a Manually Created PO Receipt – select the <Add PO> button which will show a list of POs from this Vendor which you can select and will fill the Detail Lines – no Default Location.  They do have a Default Warehouse   On a Manually Created PO Receipt – select the &

I want to know about benefit for using cross reference with barcode type on Stock. i realy tanks for helping me.

I have created a generic inquiry that shows customer history.  The GI is from the GL Tran table and I have included an image below of the tables involved in the GI.  The GI works when installed into the side panel of another GII have tried two different ways to install it into the customization project for our Sales Orders.  One time as a Navigation Search Records so that it would come up as a choice under the three dot elipse, and one time as a Navigation Side Panel.   I have published the customization and recieved messages saying it was sucessfull.  I did not however choose to publish all customizations and dont know if that is a required step.  However, you will see in the screen below the status of my actions is new whilc previously published ones are inherited.   Any thoughts would be appreciated.

Good day. I’m having an issue with my subreport. When I use the reference number range (from and to), it only retrieves the first reference number, and all the results end up being the same.  and this is what i put on my SubReport  

We’re trying to display our current bank balance in the Acumatica system. However, we have found that the balance that Acumatica is wildly different than what the Bank reports. Is there a way to get the tow balances to accurately reflect each other. I think this may have to do with a delay in updating, but I have no idea how to rectify this.

When I link an open Purchase Order to a Production Order using the PO Link button, the PO and Line do not show on the outside process tab. Does that tab only show the PO when you create the PO from the Production Order? 

I have created a basic GI, listing the GIs in our system along with Notes:Works beautifully, except that many of the ScreenIDs are missing (in the above screen shot I’m looking for the value GI989031 or GI.98.90.31). The DAC Schema for GIDesign indicates SiteMapScreenID is nonexistent, so I linked to SiteMap. I can see the GI listed in the Site Map. But since SiteMap is related to GIDesign through PrimaryScreenID and it appears many of my GIs do not have a PrimaryScreenID, the SiteMap.ScreenID value remains blank in my results list. How do I get my GI results to show GI989031?The only other values in common: GIDesign.DesignID is contained in SiteMap.URL… but attempting to set up a relation there has not been successful. Am I missing something simple? Any thoughts?

Hey, team - I have a way around this issue, but I’m curious about Why it’s even happening.As a background, our customer has their chart of accounts significantly restricted by Branch.  I know I can simply grant more visibility to the account in question, but I’m curious why I’m getting the error in the first place.  Our customer (not live) is attempting to release a Funds transfer, and the system is attempting to reference the Cash-In-Transit account from the Cash Management Preferences, but the criteria for using it only states that it’s when the Transfer Date precedes the Receipt date.  This is not the case in this transfer.  I’ve also attempted this with the business date equal to the Transfer Date and got the same result.   

On the "Stock Items" screen IN202500, side panels "Item Sales Prices", "Item Vendor Prices", "Inventory Summary", "Inventory Allocation Details", "Inventory Transaction History", and "Dead Stock", the "Inventory ID" field is not able to be changed 25R2. In 2024R1 thee sub-panels open with the selected stock item applied in the filter, but the user is able to change the Inventory ID once the side panel opens.I tried to review the release notes from 24R2 to 25R2. But there is no information about the function change. Did anyone aware about this change?24R1:Here we have selection option,25R2:Here the selection option is removed 

I had an employee create a bad Vendor Location ID. This ID was used in a transaction, so I can’t delete it. I need to change the Location ID code to something no one will ever use.I have inactivated it, but import scenarios bypass that status and bring them in as a vendor location to stock items etc. So how do I change this ID to something else inside of Acumatica?Thank you!

Is there anyway out of the box to have subtotals show up on the AIA Continuation Sheet for the Original Contract and then the Change Orders? This is what our AIAs looked like out of our old system:Thanks!

Hello Everyone, Can you please help me in decrypt a value from the Employee Payroll settings → Tax Settings → Social Security Number? Below is the screenshot for reference.  

Hey all,Got tasked with finding a new acu support company and I just wanted to get some insight from some you guys as to who actually provides timely service. We use the manufacturing version of Acumatica and mainly need help with making new forms and optimization of the system to fit our needs. If any of y’all have any recommendations, please comment. 

Hi there, We recently completed an update to our Acumatica to  2025 R2, and I noticed a change in the search functionality.Before the update, we were able to enter a Vendor ID in the search bar and retrieve results that included the Vendor ID. However, after the update, the search bar only returns results based on Vendor Name or Description, and no longer recognizes Vendor ID.I also checked the Demo company, where searching by Vendor ID still appears to work as expected.Has anyone experienced this issue or knows how to restore the ability to search by Vendor ID?Any guidance would be greatly appreciated. Thank you! 

Error: Inserting 'GL Transaction' record raised at least one error. Please review the errors. Project is Required but was not specified. Account '64XX00' used in the GL Transaction is mapped to Project Account Group.We are encountering this error while running an Finance allocation. Has anyone else experienced this issue after the 25R2 upgrade?

I am having troubles on extending EP101000 due to some standard UI components are having the same ID So, when I add the custom fields, this error occurs.Here’s the html file that I am trying to publish to EP101000 

I create business event to auto hold my saleorder but some records process holds successfully but some record show error “0 records of 1 have been processed. The last error was The Hold button is disabled.”. But I checked the order number the hold button is not disable. I can hold it manually with the order that alter error. 

Hi CommunityI have a real mystery so I hope someone can help.Asset purchased and allocated via AP to Class Leasehold Improvements.Asset created in the FA module to a different Class, i.e. Land & Buildings.Transaction results Purchase+ debit Land & Bldgs, credit Assets in ProgressReconciliation+  debit Assets in progress, credit Leasehold ImprovementsReversal of asset does the exact opposite (to reverse)The problem is that although the asset has been reversed, the original entry (from AP) is still in the GL Leasehold Improvements, meaning that the FA subledger no longer balances to the GL.Can anyone advise me how to get rid of this correctly?Thanks in advance. 

Hi everyone, I wanted to check if there is an existing standard report or Generic Inquiry that allows users to search vendor or sub contractor invoices and view related payment details, specifically:Amount paid Payment date Associated cheque number or EFT referenceIf not available out of the box, I would appreciate guidance on:Which tables or data sources to use (e.g., APInvoice, APPayment, etc.) Any recommended approach to linking invoices to payments within a GIThank you in advance for your help!

I have a custom action button and I was wondering if I can make it visible in only one of our tenants.

I want to some fields in EPEmployee and try to link approval and employee. But I cannot make it work. Please guide me

Hi,I need to clarify how to find out which endpoint version corresponds to Acumatica 2026R1 version ?Is it 25.200.001 ?

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Hello,       We are planning to upgrade our server from Windows Server 2016 to Windows Server 2019 and deploy Acumatica on the new server. After all tests are passed, the final step is to install the license on the new instance.     My question is, if I delete the license on the old server instance and install the same license on the new server instance, this should be OK, right? This should not bring any issues?

We just upgraded to 2025 R2. Now we are having issues with service orders/appointments linked to projects.We start the Project in the Construction Module. We create the ‘Project Billing’ Service Order for the same customer and try to link it to the project.It will not allow us to save the service order linked to the project, giving us this message.“Error: Another process has updated the 'FSAddress' record. Your changes will be lost.”I’ve tried to chase this back, but running out of ideas. Has anyone else had this problem or have any thoughts on in?Thanks in advance!