Discussion Forums

It would be so helpful if there was a way to assign a default email template to a Case Class. The Create Email button within a case automatically using the correct email template based on the Case Class would save a huge amount of time and allow for greater automation in our process flow. Does anyone know if it’s possible to set an email template default for each Case Class? It seems like this would be a widely-used feature (imho). Thank you!

Hi all,Is there a way for us to edit or remove additional sort and filter values in the report screen via a customization?my goal is to add a filter to the list of values shown under the value selector based on Organization ID. im unable to find where this is originated from any help would be greatly appreciated.Thank You.r.manathungage@e-analytics.com

I am trying to update the Required Date Column through and import scenario.  I keep getting error   Error: 1 items have not been processed successfully. View name: Document.  I have tried deleting and readding everything from scratch.  I thought this was going to be something simple but Im missing something.  Not sure what its adding in that paramter or why I cant just specifcy the keys on the POline table and the date and call it good.  

Hi Everyone,I am working with Acumatica 2024R1 (Build 24.100.0139). I have one BigC order placed like below, initially order synced from BigC to Acumatica.Now, I updated line item qty from 1 to 2 in Acumatica and trying to sync this order from Acumatica to BigC but getting error like: “Error: v2/orders does not support product option modifiers with product_option_type = Configurable_Entry_File;Status: BadRequest”Can you suggested possible root cause and fix.

I enabled the Staff Name field on the Service Order screen detail Grid. This is an existing database field that was not previously available in the UI. After adding the control, I am able to see the field in the Classic UI; however, it is not visible in the Modern UI. Do anyone enable data fields to Modern UI.  

Our home office likes to pay a bill to a vendor (many actually), and allocate it out to our 30+ branches (independently managed companies) and then collect reimbursements.    What is the best way to do this with the Acumatica interbranch mapping where when I post the bill to mutliple line items (one for each branch) and then use the due to/from to create a corresponding AP invoice for the branch to pay us back and also create a corresponding open AR receivable in the home office to track all the reimbursements due? 

Is there a way to show the Companies alphabetized by Company ID in the title bar drop down?  Currently they are showing in order based on Name of Company instead of the Company ID. 

When I attempt to correct a previously created Purchase Receipt, the system does not generate an IN Reference. As a result, the Batch Number is also not created.Has anyone encountered this issue before? Any insights into possible causes (configuration, posting status, or known limitations) would be greatly appreciated.

Good day CommunityI have modified the Journal Transactions GL report in Report Writer to display the VAT code for AR, AT or CA batches. This formula needed to be changed after the upgrade to 2026 R1 t dislay correctly. Old firmula is commented out in the below.=Switch( [GLTran.Module] = 'AP', [APTax.TaxID], [GLTran.Module] = 'AR', [ARTax.TaxID],[GLTran.Module] = 'CA', [CATax.TaxID],([GLTran.Module] <> 'AP' or [GLTran.Module] <> 'AR' or [GLTran.Module] <> 'CA'),'CheckModule')/*IIf([GLTran.Module] = 'AP', [APTran.TaxID], IIf([GLTran.Module] = 'AR', [ARTran.TaxID], ''))*/This appeared to work perfectly but we have discovered that it is dropping the VAT Code from some lines in the report.  Please can you check to see if the formula is correct (is asses validation) and why some of these transactions are missing the VAT code on the report.Many thanks on advance.

We’re working with BOMs that have multiple operations that all have required materials that are static no matter what configuration options are chosen. When looking at the price rollup options within Configuration Maintenance the available choices are:  Parent: Only the parent stock item is the source of the configured price. (Fixed price) Children All: The selling price is calculated as the rolled-up selling price of each option,  including any fixed materials on the bill of material, times the quantity of each option. Children CFG: The selling price is calculated as the rolled up selling price of each option, excluding any fixed materials on the bill of material, times the quantity of each option. Parent/Children: The selling price is calculated as both Parent and Children All.  We’re selling larger ticket items and prefer to price things as whole numbers. So ideally we’d prefer to set a base price for the parent part number that accounts for the cost/price of the static materi

Hi, I have a problem when using the Acumatica 2024 R2 version, in the old version of the Acumatica report when I search inventory by typing, all inventory lists come out, but in the 2024 R2 version it doesn't come out, so I have to click the search icon first so that all typed lists appear. in the view name parameter report I use Report.GetFieldSchema('INTran.InventoryID')  

I try to create direct entry tax and configure tax category tax zone but when I input bill the tax doesn’t auto add to tax tab. If try without direct entry tax, it’s automatically add tax to tax tab. Please help me 

We have two FA that were created from GL reclasses. Neither have a Current Cost on the ’Balance’ tab or the ‘Reconciliation’ tab. The fields are not editable. Since these are from GL reclass, there is nothing to pull on the reconciliation screen.How can I get the assets to decpreciate based on the Acquisition Cost? I know I can enter the depreciation monthly on the FA Transactions screen, but trying to avoid the manual process. Thank you! 

We’re using Pacejet with pack and ship in Acumatica. I’m wondering if anyone is having speed issues like I’m having. It takes about 45 seconds to confirm an order.

Is there a way to refresh the cache for a particular GI?  I’m noticing that the IN-StockItem GI used in the Stock Item view (IN2025PL screen ID)  is showing an invalid Brand name (doesn’t match the Brand Name attribute on the actual item page): 

Has anyone figured out how to get this to show the correct address on the Service Order? I have noticed that when creating a Service Order (SVO) from a Sales Order.If the sales order includes a Location that is not MAIN one of two things happenThe SVO type has the AppAddressSource (Take Address and Contact Information From) set to Contact Then Acumatica creates the Service Order with the MAIN Location address even though the Location is not main (This is because the Contact is linked to the Business Account and not a Location) The SVO type has the APPAddressSource (Take Address and Contact Information From) set to Business Account Then Acumatica goes into an endless loop following this message This was a known issue way back in CRM with this    Dialogue box that sparks endless loop 

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share Mark De Castro - Acumatica Community Featured Member for June 2026Meet Mark De Castro our Acumatica Community Featured Member for June 2026. It’s great to have you as part of the Acumatica Community ​@MarkD! Free Training: Acumatica Tips, Tricks, and Expert GuidanceWant to learn the tips and tricks that can help you get even more out of Acumatica?One of the most valuable benefits of Acumatica's free Cohort Onboarding Program is access to weekly live Office Hours with Acumatica subject matter experts. Acumatica User GroupsNew! Special Interest Groups:  Food Distribution Customer User Group, Nonprofit Customer User Group, Industry Groups: Construction Customer User Group,

Hi everyone, I have created a community n8n node for the Acumatica REST API.n8n-nodes-acumatica - npmlekker-solutions/n8n-nodes-acumatica: Acumatica n8n NodeThere are 3 nodes you can use: Default / 25.200.001 Default / 24.200.001 Custom (You enter the Name / Version)On each defined resource on the endpoint, the following operations are allowed:Get List (GET) Get by ID/Keys (GET) Create/Update (PUT) Delete by ID/Keys Invoke Action Attach File Download File Custom API CallOther Notes:Custom fields are not handled yet on the DEFAULT endpoints, so just use the Custom Endpoint node.   For auth, only OAuth Authorization code flow is supported, but setting up a credential is very easy (There is a built in ‘Acumatica Credential’)If you are unsure how to use a community node:Using community nodes | n8n DocsHopefully this helps speed up your integrations using n8n! 

Hope I can get some help with this. Using an export scenario to create a CSV file, data is populated from a GI. Dates in the the GI are shown without a timestamp but when the data is prepared, any date field has a timestamp. Is there anyway to stop that being created, my customer is using the CSV for a file upload to their bank and it fails on the timestamp.

Dear Team,We are trying to create bulk AP bills in the system by using an import scenario, wherein the bill needs to be created and the detail from the PR needs to be fetched into the bill as well and the bill will be created in the on-hold status.The import scenario created is as follows. However, when importing data using this import scenario the AP bills do get created for the specific vendor, however the PO receipt is not getting added to the bill. Appreciate if anyone could help me out in identifying what i am missing in this import scenario to successfully create bulk ap bills by using the import scenarios.Thank you so much in advance for your kind support and for your precious time. 

Is it possible in the calendar board Modern UI to use Gemini to help with the most accurate routing of appointments?

What company does everyone use for doing credit card transactions. Currently we don’t acccept credit cards but want to start. Just want some recommendations that work seamlessly with acumatica.

We are testing the new modern UI calendar board map and although we have 11 appointmnets we are attempting to view on the map, only 10 show up.  Previously we have had a limit of 10 addresses in google maps, is the limit the same here?

Has anyone found a solution for onboarding new vendors? I saw where Acumatica may be working on an online portal for customers/vendors, but in the meantime can anyone recommend and external provider that allows the vendor to go online and enter their own information that can integrate with Acumatica, or be pulled and then imported to Acumatica manually?

Hello! My company is new to Field Services. Sometimes we want to over ride the contact, but ONLY want it to modify the contact box area, NOT the Address info. ALSO, sometimes when I pick a contact I want it to be the contact persons email and phone number, and sometimes I want it to be the basic company contact information. This would likely require a check box customization to choose which decision needs to be made for that specific service order. Any guidance on Out of the Box or customization is appreciated