Discussion Forums

Hello!Didn’t seem to see this on the community, so I thought I’d ask. Is there a preferred way of connecting an Excel document into Acumatica? My goal is to be able to use the excel file to pull data for data-entry purposes in other forms.I’ve seen some free excel/acumatica connectors online but wanted to check if there’s a preferred/official way.I know ODATA links to PowerBi, but not sure if this would enable the same thing.Thank youJoseph

Hi Community, Trying to enter a new Task, and running into this error. Has anyone ran into this before? I cannot find any documentation on it.Cheers,RJ

We’re trying to use planning BOMs, but don’t understand how Acumatica intends for us to handle them. Does anyone know of a good resource that explains the intended functionality? What we are envisioning is:Engineering creates a BOM that is somehow designated as “Planning” This BOM would not be able to be used to create a production order This BOM would work for MRP planning At some point, engineering converts the planning BOM to a “real” BOM Then manufacturing can create a production order and proceed as normal. Is the above at all similar to the process Acumatica designed?

Could not load file or assembly 'Microsoft.Extensions.Options.ConfigurationExtensions' or one of its dependencies. The located assembly's manifest definition does not match the assembly reference. (Exception from HRESULT: 0x80131040)Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code.Exception Details: System.IO.FileLoadException: Could not load file or assembly 'Microsoft.Extensions.Options.ConfigurationExtensions' or one of its dependencies. The located assembly's manifest definition does not match the assembly reference. (Exception from HRESULT: 0x80131040)How can I resolve this issue? Thanks in advance for your help!

Hi AllFor the last few days I have been getting the error shown in the screenshot below in my Production environment which causes the application to be stuck on a loading screen. Any ideas on what cuases this and how to have it fixed, please? Currently to fix it, I restart the server because I’m not sure where else to check. My version is 25R1 and it is a PCS deployment. 

We are trying to create a new carrier for Easypost, and choose US units (Pound/Inch) for Carrier Units.  Both the LB (Pound) and IN (Inch) were defined in the Unit of Measure, however, only the LB is available for Pound, but the IN is not available for Inch in the Carrier Units section.  Does anyone experience the same issue?  Any suggestion would be greatly appreciated. We are using 2024 R2 version.  Thanks...

Hello everyone,I’m currently facing an issue with a Generic Inquiry (GI).I created a GI that retrieves SOLine records from SOOrder, and my goal is to calculate the Total Available Quantity for each item in non-pickable locations.However, I’ve noticed that for some records, the Inventory ID displayed in my GI does not match the Inventory ID shown in the Side Panel GI. In other words, when I select a line, the item shown in the side panel appears to be different from the one in the main GI result.For the side panel link condition, I am currently using: InventoryCD = InventoryCD Has anyone experienced a similar issue?Could this be related to joins, aliases, or the way the side panel is linked?Any guidance would be greatly appreciated.Thank you!

I’m looking to prepare and import an import scenario every morning at 3:00AM. It looks like all of the help topics for this are older versions of Acumatica. I’m in 25R1I suspect it’s a business event but none of the actions types seem to fit a specific schedule/time scenario. Thanks!

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Meet Andrew Pistorius our Acumatica Community Featured Member for November 2025. It’s great to have you as part of the Acumatica Community ​@APistorius. I’m Andrew Pistorius. I get to serve as the CFO for Mid-States Companies (beginning in 2020).  We’re a vertically-integrated, family-owned and operated group of companies specializing in agricultural, industrial and commercial design, manufacturing and construction and have been an Acumatica customer since early 2022. Since implementing Acumatica, we’ve slowly transformed the way we operate the businesses to something that’s more date, process and systems based. One of the things that’s most exciting about the platform is that there’s always opportunity to optimize and automate.Prior to my time at Mid-States, I worked in both the manufacturing and construction industry for Fortune 500 companies.  In my time there, I learned a lot about ERPs, reporting, data and how real things are built (power plants, runways, grain terminals, wind tur

Hello,I have my task emails set up to send out when a user gets a new task. For some reason, the emails are only sending out once a day at 8:30am. What is the best way to get them to send out as the task is assigned?Thank You,Brent

Hi Everyone!Is there a way to set-up an item to only allow sales in specific increments? As an example, we might buy a roll of 1000’ of wire, but I only want to be able to use (via BOM) or sell (via SO) in increments of 100’. Is there a way to set that up?

I would like to do two things with one scenario, but I cannot get it to work for multiple records. The first record works fine, but all the others error with the message “The system failed to commit the Items Row”. We have multiple discount sequences “5” and “10” within a code “SALE”, which mark items as 5% or 10% off; nothing complicated. Some items got put into the 5 sequence that should have gone into the 10 and I would like to use an import scenario to remove them from one and add them to the other. Yes, I can do this as two different scenarios, but it seems like something that should be manageable all at once. It seems straightforward enough: go to one sequence, lookup the item with @@InventoryID and remove it, then go to the second sequence (same discount code) and add it. Oddly, it wasn’t working when I had a ‘<Line Number> = -1’ action to add the item to the second sequence. I can’t reset the InventoryID key in the second sequence; it just merges with the first key line.T

I am in the process of implementing a client with multiple companies in multiple countries.I am trying to set each companu up with it’s own bas currency but I haven’t got the option to do so.I have seen comments about certain things need to be enabled on tenant level and also, that you need to purchase extra features.Where can I see the tenant features that are enabled and where can I see if the extra features is part of the current license? Regards,Carsten

Hi All,We are trying to create an attribute using the Selector control type for the BOX ID field on the Boxes screen. We know the Box ID field lives on CSBox DAC, however, when we select CSBox as a Schema Object, Box ID does not show as an available schema field to choose. We are on 25R2 and have created a selector attribute before, any thoughts on why box Id field does not show? Anything special with this DAC or field?Thanks! 

Hi AllI’ve noticed that since upgrading to 25R1, everytime I look at an audit history there are a mismatch in the times. The summary section at the top will show the correct time for my timezone and the detail section will show the UTC time (I am in a UTC -4 timezone). Has anyone else experinced this and is there a way to have this corrected, please?See screenshot below for reference.ThanksAmitSummary section show correct time to match timezone (UTC-4), detail section shows UTC Time 

I have a sporadic issue in WMS Receive and Put AwayOccasionally when a PO is number is scanned the screen shows a receipt has been create but the lines from the PO do not populate on the screen as expected.We are unable to determine the situation / status where this occurs vs does not occur Have you seen this issue ?  

Hello, I have added a barcode to Worksheet Picklists to show the barcode for the lot/serial number. However, this is viable even if there is no lot/serial number for the line item (although this barcode is not usable). I saw on another post to set the value under the Visible Expr in report designer, but I am failing to write the correct expression. Does anyone have any idea how to accomplish this?  

Hi, I found the error"Column 'INLocationStatusByCostCenter.InventoryID' is invalid in the select list because it is not contained in either an aggregate function or the GROUP BY clause."when creating an inquiry INLocationStatus when adding the formula=IIf( [INLocationStatus.LocationID] = [INItemSite.DfltShipLocationID], Max( [INLocationStatus.QtyAvail]) - IIf( [INItemPlan.PlanQty] = Null, 0, [INItemPlan.PlanQty]), 0)The following is the result grid that I madewith the following additional conditions 

Hi Team, When I publish the package in 2025R2 i am getting following file path issue. System.Exception: An error occurred while copying files to the temp directory ---> System.IO.PathTooLongException: The specified path, file name, or both are too long. The fully qualified file name must be less than 260 characters, and the directory name must be less than 248 characters. at System.IO.PathHelper.GetFullPathName() at System.IO.Path.LegacyNormalizePath(String path, Boolean fullCheck, Int32 maxPathLength, Boolean expandShortPaths) at System.IO.Path.GetFullPathInternal(String path) at System.IO.File.InternalCopy(String sourceFileName, String destFileName, Boolean overwrite, Boolean checkHost) at Customization.CstSyncWebsiteFolder.SyncDir(String src, String dest) at Customization.CstSyncWebsiteFolder.SyncDir(String src, String dest) at Customization.CstSyncWebsiteFolder.SyncDir(String src, String dest) at Customization.CstSyncWebsiteFolder.SyncDir(String src, String dest) at Customizatio

Hi Community,We are working with a customer where the AuditHistory table has grown significantly (currently around 387 GB), and we are evaluating cleanup and retention options.Background: The client wants to reduce database size and improve manageability. Similar cleanup work was performed several years ago for this same customer. Client Requirements: Separate Financial audit logs from CRM audit logs. Remove all CRM audit logs. Retain only the last 7 years of Financial audit logs. Information received from Acumatica Support: Financial and CRM audit logs are stored together in the same AuditHistory table. There are no built-in retention settings for specific audit log types.     Questions: Has anyone implemented a workaround or customization to separate Financial vs CRM audit logs? Any best practices for managing large AuditHistory tables in similar scenarios? Any insights or recommendations would be greatly appreciated.Thanks in advance!

Hope this is okay to post here. I co-host a podcast called The ABCs of ERP & Beyond with Nirav Shah (an Acumatica VAR at AdCirrus ERP). We've been publishing episodes every two weeks since early 2023, and Acumatica features heavily throughout.We cover things like:Real go-live experiences and implementation war stories Acumatica Summit recaps and new release breakdowns Practical how-tos and demos within Acumatica Broader ERP topics that apply regardless of platform — from project team structure to go-live riskWe try to keep it honest and practitioner-focused rather than vendor-y. No fluff, no sales pitch — just two people who work in and around ERP talking through real scenarios.If any of that sounds useful, you can find us here:Apple Podcasts: https://podcasts.apple.com/gb/podcast/the-abcs-of-erp-beyond/id1663062815 Spotify: https://open.spotify.com/show/3Zc1CkSRfSGwJSDS7vLcD3 YouTube: https://www.youtube.com/@theabcsoferpbeyondHappy to answer any questions — and always open to top

David EichnerGrew up in the Pacific NW and went to UW in Seattle on a Navy ROTC scholarship where I majored in Business Administration.  After graduation, I attended Navy Nuclear Engineering training as a young naval officer and then served on a ballistic missile submarine stationed in Charleston SC for 4 years. After leaving the Navy, I returned to the Seattle area and finished an accounting degree at night while working in payroll and HR at several organizations. Obtained my CPA license while working at a CPA firm in Tacoma WA and then founded ICAN Software Solutions as a VAR for Microsoft Dynamics GP in 1999.  Taught myself to code in the early 2000’s and wrote a number of add-in products for Dynamics GP that my firm still sells today.  Shifted our focus to Acumatica in 2012 and migrated many GP clients to Acumatica over the last 14 years.  Today, I lead a team focused on Acumatica customization for products we sell in the channel (AddressVerify, VendorApprovals, InvestmentAssets, e

My name is Mike Gifford, and I am the Director of Product Innovation at Crestwood Associates, where I lead our ISV products team and customer-facing development teams. I’ve been with Crestwood for nearly 11 years and have worked with Acumatica for about 13 years.I’ve spent roughly 30 years in the ERP space, starting my career working with Solomon, followed by time with Microsoft Dynamics GP and NAV, before ultimately settling into Acumatica for the long haul. I’ve thoroughly enjoyed Acumatica’s evolution—both from a technical innovation standpoint and the continued expansion of depth and capability within the product.My wife, Wendi, and I live in DeLand, Florida—about an hour north of Orlando—with our two dogs and cat. We love spending time on the water, whether that’s cruising rivers, relaxing at a sandbar, or heading offshore in search of fish. We’re also adjusting to the empty‑nest phase of life as our kids have graduated and are gradually making their way off the payroll.Being in F

My name is Kandy Beatty, and I am an experienced Acumatica Consultant with more than twelve years of ERP, finance, and distribution expertise. My professional foundation was built during nearly nine years of Active Duty in the United States Navy, where I served as a Logistics Specialist. The skills I developed in supply chain management, operational efficiency, and problem‑solving continue to guide my work today.Throughout my consulting career, I’ve implemented Acumatica across a wide range of industries—from beauty supply and recycling companies to farms and service-based businesses. I enjoy helping organizations streamline processes, solve challenges, and get the most out of their ERP investment.I am also an active contributor to the Acumatica Community, engaging daily to answer questions, share insights, and learn from others. Watching the community grow has been incredibly rewarding, and I’m proud to be a four‑time Acumatica MVP, recognized for my dedication to helping both users a