Discussion Forums

Hello all,Can you help me in building up the logic in coloring the rows of a GI where if the Date is due in the next 2 days it should turn the row as orange.I have applied the logic as below:Date<=Today()+2, ‘orange’ where upon running the GI it throws the error for system cannot convert +2 system.int. How to resolve this?

Hi,I’ve been using—and actively advocating for—this software for years. I’ve recommended it to numerous companies and even helped guide a sister company through implementing it.That said, I was under the impression that I had a full license for the features I needed, and that if something wasn’t included, I could simply purchase the specific module. When I originally bought the software for my company, it was with the understanding that there were no individual user licenses—it was unlimited.Now, five years later, I’m finding out that the only way to get access to AI Studio is to change my license. On top of that, I’d have to pay a premium for tenants that were already included in my original license, and my user count would now be capped at 50.To add insult to injury, the cost increase comes out to roughly 55%.Is anyone else experiencing this? Thoughts on what your doing next? 

Hello everyone, I’m trying to find a way to have the notes on a Stock or Non Stock item automatically print on a Purchase Order.  I know I can add notes on the individual line, but I don’t want to have to manually copy the notes per line item for every time I make a PO. Use Case: For our ISO 9000 certification, I need the stock item note to call out a spec reference sheet every time I make a PO for that item.

We use Converted UoMs (Sales, Purchase, and Base Units) so that each party in the transaction can work in their preferred unit of measure — which is a core ERP capability.Acumatica is configured to support this, and the conversion logic works correctly in most areas. However, we’re running into an issue during billing.After further investigation, it appears that the converted UoM must be defined as an integer value (no decimals). If that’s the case, it significantly limits the usefulness of the converted UoM functionality, especially for customers who require fractional quantities.This seems inconsistent with how UoMs are handled elsewhere in the system, and it undermines the purpose of having flexible unit conversions in the first place.Has anyone found a workaround for this? Or is there a configuration setting we may be overlooking?

Hello! Is there any way to have the Record Notes / Pop-Up Notes show up when we enter a material line directly into the Production Order Details? Currently we have a bunch of items that are Kanban and we do not want anyone to use the Mark for PO functionality to set purchase demand without checking stock first. Initially I put pop-up notes on the specific Kanban Stock Items and found that it didn’t pop-up when entered into the Prod. Ord. Details screen. Thought I’d try and see if it would copy as an internal note instead and came to the same result. Any help would be greatly appreciated! Thank you!!

Hello everyoneHow can invoices be made by joining more than one sales order but consolidating the amounts in a single line?Example:Sales order A item 001 for 4 units.Sales order B item 001 for 5 unitsAn invoice with a single item 001 for 9 units is desired.How can this operation be performed?

We have a situation where customers come into the facility multiple times/day or week to get product.  We are just using an Invoice type sales order (no shipments) to record the shipment by entering warehouse/location in the sales order.  Upon prepare Invoice it creates invoice and processes inventory issue, etc.  This works fine one by one.  However, we would like to be able to create consolidated invoices for the day/week using Process Orders screen.  I know that we can choose Prepare Invoice in that screen and it will create one invoice for all the orders for that customer that met the criteria entered on top.  We need it to apply additional grouping.  For example, in one day or week, 12 sales orders/invoices, 5 have PO/Cust Order Number 1234 and 7 PO/Cust Order Number 5678.  If I just ran wide open it would create one invoice with all 12.  I need it to create 2 invoices, one for each PO/Cust Order Number.  Actually, these are all for Projects and I'd need that to be the first group

Hi,I’m publishing an eSign customization package in a sandbox (version ). The process validates successfully, then gives the following error on publication. Everything publishes OK without that package selected. What does it mean?[2025-04-22 23:34:06.571] npm run build failed with output:> screen@0.1.0 build> cross-env node --max_old_space_size=6144 --optimize_for_size --stack_size=6144 --trace-warnings ./node_modules/webpack/bin/webpack -- --env production --env tenant=[REDACTED] screenIds=SM202510Publishing customization FAILED

Hello Experts, I am stuck in one of the approval process i am creating Purchase approval with two levels 1 level- No conditions, and have two user any one approves the document it will be approved.2 level- having two user and condition (If Amt. < 50,00000) any one of the user from level 2 approves the document it gets approved.having single user in which (Amt.> 50,00000) single user assigned to it will approves the document.

Can I generate bulk invoices for tenants where the standard item, such as the rental fee, is already pre-filled?

Is there a URL where I can find what specific features are included as a bundle? For example, if I purchased the Construction Edition 2025 R2, is SSO security and MFA supported and included in the base package? 

I’m working on developing a Project Cash Position Report for a construction company in Acumatica and would appreciate guidance from anyone who has built something similar.Goal:To create a report that shows a real-time (or near real-time) cash position per project.the report would help project managers and finance teams understand current and projected cash flow at the project level

hi!Does anybody has the same issue in SO where the approval map for a status Credit hold is not applying correctly?In the next screen, I’m using the status field validating the value “Credit Hold” but it doesn’t work: And in the next screen, I’m using the Credit Hold Field to validate the approval but it doesn’t work neither: Any thoughts?? Are someone having the same issue? Thanks!

How to change images login in acumatica saas? or how to access xml login pages in acumatica saas?

Hello! I’ve tried all sorts of combinations to achieve this.Summary: under certain conditions, run Business Event / Import Scenario to update Opportunity from Open to Close as Won and set the Reason code to a specific value.I am able to get the status updated to Won. Also, when looking at the CRM tab, it appears that the Reason has been set. However, it is blank in the GI results and in the DAC.The Reason is available when updating to Close as Won manually.I’ve tried both of these options: RESULTS:  

I need some guidance on how to go about to create a GI on weekly FLSA reporting for OBBBA compliance purposes. Unfortunately our company does not have the payroll module included in our package so using that one is not available for us. The logic should be pretty straightforward; If EE works > 40 hours per week then take OT & DT hours X Effective rate X .50 to get qualified OT amount. If anyone has made this GI or has tips on how to achieve this it would be greatly appreciated. 

Hello community, We have developed a native integration for the e-signature provider SignNow. At the moment we have feature parity with the existing eSign plugin, but our plan is to add more features in the future based on users’ feedback. Please feel free to share your feature requests here. We will also be at the upcoming Acumatica Summit 2025 (SignNow / airSlate booth). Feel free to pop by and chat with us directly. For more information on the plugin you can get in touch with us via: https://www.signnow.com/integrations/acumatica-cloud-erp https://www.sleekcode.dev/#products Thanks, DISCLAIMER: I am the owner of SC SLEEK CODE LTD, the developer of the plugin.

Hi Community,For some reason, having the Customizer role is not enough to get you into editing a Customization Project (which does not seem intuitive). While it gives access to the Customization Project screen, it does not allow a User to actually go in and edit the Customization Project. I don’t want to give the User the Admin role, but does anyone know what is needed to edit the Customization Projects themselves.  I tried giving Delete access doing under Hidden>Customization Xml, but it opens the project in a new tab, with an error. Don’t think it should be this hard, but not sure what I am missing. Cheers,RJ

Hello, I am new to Acumatica and I am facing this same issue when integrating with service using the web service endpoints, for the Inventory Adjustment.So, a service that should call this api end point only has the inventory id and how much qty with a reason code, and no other data.So when looking at how Acumatica does the process of inventory Adjustments, I was confused with the ReceiptNbr.When testing the service on my local instance using Postman:this request works but I don’t know how can I find this value when sending the put request.How will my api call determine which ReceiptNbr to use for a specific InventoryID, cause if I don’t put this I get an error:error I am getting when not putting the receiptNbr in my put end-point  So, I would love if someone already faced this issue and can tell me what solution they implemented.Or is there something I am missing so I don’t have to put ReceiptNbr in the request, and how Acumatica can figure it out?

We’d like a new window to open automatically when printing an invoice through AR. It currently re-loads the page, and you have to click the back button in order to get back to the invoice. Is this possible? I have tried adding this to the GI Navigation Tab, but that appears to be incorrect. 

Hi All,Has anyone successfully created an automatic email with paystub report attached that is sent thru a business event when the regular paycheck is released?I am referring to PR641000 that you generate directly on the individual paychecks.

Hello all,How can I get a sample for Statistical ledger in Acumatica or how can I create it in Acumatica & analyse the data into this ledger.

Is there a way to make invoice adjustments (what we currently use credit/debit memos for) within the invoice itself? This way we won’t have separate doc numbers for every change we make, and all history for the invoice would be within the original record itself.We wanted to see if there are any such similar requests within the community, and if yes, is this something that is potentially in Acumatica’s pipeline.  

Hello, does anyone know how we can reprint EFT remittances?

Hello, I created a new form in Acumatica and I’m trying to publish it for use. I saw a guide on using the Site Map to publish it but then there are further steps that I’m not sure of. Does anyone have a 5th grade level explanation on publishing a brand new form? I saved the .RPX file so I can upload it as well.Brent