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Is there any way to only trigger awaiting approval notification once not multiple times after the document is approved, placed on hold, make some changes, then removed on hold?The changes that are made have nothing to do with conditions that triggered the approval.Ex:Approval map is setup in SO when an item is discounted 100%, approval is triggered. An SO is created and has the above condition met, approval is triggered, notification is sent, then approved by the approver. Then the sales user places the order on hold and make changes such as mark a line for PO, add description, etc but discount% remains the same. But when the order is removed from hold, approval notification is sent again. This is not a bit anoying especially the approver has approved the order and it’s necessary to make some changes to the order again.

Here is my import scenario, it feeds off a GI that JUST created the invoice, so I KNOW it has a customer ID on it…  My business event history says: 0 records of 1 have been processed. The last error was 'CustomerID' cannot be empty.These are all fully built and simply need to have “release” clicked. When I open any of the error’ed out invoices, I just hit RELEASE and it’s done, but this should be done by the import scenario, so any help is greatly appreciated since I’m clearly missing something here.

Summit 2026 Breakout Session Presentations - Professional Dev and Women in TechAttached are PDF versions of the PPT presentations from our breakout sessions. Leading Change: Strategies for Driving Transformation in a Dynamic WorldCareer Development: Purpose Meets Potential –Your Blueprint for SuccessCareer Development: Landing Your Dream Job 

Summit 2026 Breakout Session Presentations - ManufacturingAttached are PDF versions of the PPT presentations from our breakout sessions. Material Requirements Planning (MRP): A Deep Dive into Acumatica’s CapabilitiesAligning Advanced Technologies in Manufacturing: APS, Human Data Collection, Factory Telemetry, Flexible Grouping and AI-Powered InsightsAcumatica Manufacturing Edition: Ask the ExpertsData and Reporting: Dashboards, Anomaly Detection and Reporting in AcumaticaDigital Sales Channels for Manufacturers: The B2B Ecommerce Playbook for GrowthERP Implementation: Avoiding Pitfalls and Driving Success from Implementation to Go-LiveInventory Tracking: Unlock the Power of Acumatica Lot/Serial TraceabilityManufacturing Costs: Strategies for Better Visibility and ControlManufacturing Processes: Powering Make-to-Order Manufacturing with AcumaticaOperational Efficiency: Advanced Scheduling & Sho

Summit 2026 Breakout Session Presentations - DistributionAttached are PDF versions of the PPT presentations from our breakout sessions. B2B Connector: Breakthroughs with Acumatica and BigCommerceConnected Distribution: Boosting Efficiency Through Integrated SolutionsCounter Sales: Enhancing Walk-in Sales Efficiency with Acumatica POSInventory Management: Smart Allocation Tools to Optimize Inventory Across Every OrderInventory Strategy: Smarter Planning and Replenishment with AcumaticaNavigating Tariffs: Adapting Strategies with Acumatica ToolsOptimizing ERP Value: Realigning ERP Solutions for Distribution SuccessDistribution Strategy: Solving Real World Problems with AcumaticaWarehouse Management: Best Practices and What’s New in Acumatica WMSAI/ML for Distributors: Exploring Intelligent OpportunitiesDashboards and KPIs: Gaining Smarter Insights and Stronger Growth Through Data Visibility

Summit 2026 Breakout Session Presentations - Core PlatformAttached are PDF versions of the PPT presentations from our breakout sessions. Accounts Payable: Streamlining Accounts Payable with AIAcumatica Payments: Speed Meets SimplicityCRM 101: From Login to Leverage—Unlocking CRM PowerCRM Opportunity Management: Strategic Sales Pipeline Management in ActionFinancials: Detecting Risks Before They Become ProblemsMonth-End Close: Practical Tools to Speed Up and Strengthen Your CloseInsights from SMB Leaders: Practical Steps for Driving GrowthOperational Leadership: Panel Discussion on Driving Excellence in a New EraPayroll: Managing Costs and Achieving Clarity with Payroll PrecisionProduct Roadmap: Give Input, Ask Questions, and Vote on Acumatica’s Next Great FeaturesReporting: Modifying Financial Reports with ARM …and ExcelAcumatica Retail Edition: Ask the Experts Connector Forum

Summit 2026 Breakout Session Presentations - ConstructionAttached are PDF versions of the PPT presentations from our breakout sessions. AI & Machine Learning in ConstructionBuilding the Future with New InnovationsConnected Construction: Driving Efficiency and Awareness Between the Jobsite and Back OfficeConstruction Payroll: From Jobsite to Paystub—Powering Construction Success with the Payroll RoadmapConstruction in Action: Real-World Demopalooza for Streamlined OperationsAcumatica Construction and Services: Experts Take Your QuestionsField Services: Update on What's New and What's NextThe Future of Field ServicesProject Billing: Bill Smarter, Close Faster with New Reports and Interactive WIPProject Configuration and Performance Tracking: Mastering Professional Service Project HealthProfessional Services Edition: The PSE Journey and What’s AheadUsability Best Practices: Reduce Cl

Hello,Does anyone know the setup in the Commerce module to allow for the tracking number to be sent back to BC from Acumatica? I am unsure if this setup is the correct setup, but I know we not currently having tracking IDs sent back to BC.  

Hello all,How can one create task situated under Activities tab in PM301000. I came across Task templates screen, so I mapped the values and then setup the biz event that should be triggered when the Project status changes to Active. But it is not firing off. Can anyone guide me on this?

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 

Is there a way to set up a default task in acumatica that has preset sub tasks? For example if we want to create a task to process a customer refund and what some of the bigger steps associated with that task as sub tasks, is there a way to have that pre-programmed in Acumatica?Thanks!

Hi!I noticed that the General Subaccount on the Branch Locations preferences screen is not a required field, we are able to save this with no issues: The reason for us leaving it blank is to force users to specify the subaccount (division in the client’s case) on the service order, i.e. roofing, painting, etc. depending on the type of service order is.Fast forward to the create AP bill functionality on the Service Order details tab.this functionality only brings in the related svc. doc type and related svc. doc. number but it appears to have a connection to the branch location general subaccount field because upon filling in the details, we get this error which on the service doesn’t seem correct because the subaccount is in fact NOT blank: 

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!

Good day everyone,ShopifyxAcumatica connector only allows mapping of Company to only fields Name or Notes. Now, I am encountering issue with syncing using Attribute to the Notes field. It always provide an empty value.I mapped the attribute with Customer entity to a Shopify Customer tag - it worked, has value.I mapped another field in Company entity to a Shopify Company Notes - it worked, has value.But when I mapped the same attribute with Company entity to a Shopify Company Notes - it is empty. Does anyone encounter the same? I am using 23 R2 - Build 23.209.0023 

Anyone else seen/have this issue on their efile where your compnay headers are printing this A 1234568ABCDEF info instead of the correct info needed to correctly efile? The IRS is obviously rejecting it  

Hi All, I am struggling with an import for the configurator maintenance screen. The last topics were years ago and those xml files error when i try them.  Am I right in my understanding that you need to have an import per feature for the options. So for each feature and that features options you would need to have a separate import or is this possible on one import. Any help or examples would be appreciated

Hi,How can I make an OData call to a Generic Inquiry with multiple values for a filter?  For example, OrderID is 1001, 1003, or 1004.I know OData v3 does not support the “IN” filter clause.  But can I user parameters or OData v4 to retrieve multiple records based on an array of filter values?Thanks!

Hello,  Hope you are doing well.  We have a Generic Inquiry with multiple lines, which require to be taken to an email body. The Email will be triggered by an Automation Schedule connected to a Business Event.   Also, we tried taking the results values to the mail body by adding Data Fields, but it requires defining as much as lines to cater all the lines on the Generic Inquiry results. Hence that did not work on us too. Is there any method that we can use to add the results to the mail body? Thank You 

Hi everyone. I have encounter. on my server every time I run the screen ID with PL. e.g. “SO.30.10.PL”. I got this error and continuous loading almost 30 mins but no result and try to stop it.I hope you can help me. 2025R2Build 25.200.0248 

Can anyone explain me apply to order calculation. I know the highlight amount is for next reserve order but how to it calculate it.

I want to know the flow of Audit History for every page1. How the histories are maintained for every Page?2. What is the database flow for the tables used? Below is the query I have created according to my understanding for the Sales Order Screen (SO301000). Is it correct to check the history for every OrderNbr.Select Distinct u.username,sl.OrderNbr,au.ScreenID,au.UserID,au.ChangeDate,sl.LastModifiedDateTime,au.ChangeID,au.BatchID,au.Tablename,au.ModifiedFieldsFromSOLineSplit slInner JoinAuditHistory auON sl.LastModifiedByID = au.USerIDInner Join Users uON au.UserID = u.PKIDWHERE sl.OrderNbr = `ordernbr`and au.ScreenID = 'SO301000' and sl.LastModifiedByID = `userid`

PrompTax is an electronic filing and payment program that's mandatory for certain businesses in the state of New York. One condition is if the tax liability for the June 1 through May 31 period immediately preceding the previous June 1 through May 31 is more than $500,000.  A taxpayer must pay in sales tax no later than 3 business days after the 22nd day of each month.  Sales tax is paid in for the 1st – 22nd of the current month, and for the 23rd – end of the previous month. Here’s the problem: The Tax Periods can only be configured as Half Month, Month, Two Months, Quarter, Half a Year, Year, Financial Period. There is no way to create a tax report for 23rd month 1 through 22nd month 2. Anyone else face this and solve it?

Hey All,Is there a way to run or trigger multiple Export Scenarios using a single Automation Schedule in Acumatica?I attempted adding multiple conditions to the schedule, but it didn’t behave as expected.

Hello, I am creating a Business Event to update the External Ref Number field on the “Import Bank Transactions” form.  I have created an Import Scenario as the subscriber, and the mapping is as below.  For the testing purpose, I entered an action on the screen and perform the action manually. But it gives me the below error. But the scenario works and update the external number when I execute it manually. 

Hi Team,We have implemented the functionality of the Line Details button across multiple tabs and grids in Classic UI, and it is working as expected there. However, in Modern UI, the button is not functioning.Could anyone please help us resolve this issue?An early response would be greatly appreciated.Regards,Subodh