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Is there a way to add the date the invoice was paid in a GI with the invoice number and the date the invoice was generated? I am trying to show in the system the average date an invoice it paid in correlation to the customers terms. Are the customers paying late or on time?

Hello!  Do any of you know how to run a general ledger for all accounts for a range of dates (most commonly quarter or year) with a beginning and an ending balance showing all account detail for the period selected? Thanks,Kay HoweJackson, OH 740-418-5250

Hi Acumatica Community,I want to create a report using a Generic Inquiry based on Issues Transactions.One of my requirements is to add Reason Codes as parametersPlease refer to my Generic Inquiry Configuration.But when I checked the report, Reason Code filter is not working.May we ask for your suggestion for the correct mapping for the Generic Inquiry?Thank you!

This should be easy but just can’t figure it out. How do I initiate a full database export of my acumatica instnace? 

Dennis GodsillMy first job out of college was working for a gentleman who later because the APICS national president.  Most of focus has always been on manufacturing and distribution as a planner and subsequently as an ERP Consultant.My resume includes tours with Unisys and Epicor (4 mergers and 6 name changes) in both presales and product management.My first exposure to Acumatica was with Release 3 with an ISV who had developed many addons for MS Dynamics SL some of which were incorporated in SL by MS.  We started the process of rewriting the apps for Acumatica with me testing and writing the Wikis.  Acumatica even bought the subscription management app for their own use which many of the partners also use.. Then I joined JAAS Systems who wrote the Advanced Manufacturing for both Acumatica and MYOB.  Besides doing implementation, I also maintained the Wikis.  JAAS was acquired by Acumatica in 2020.With General Powell​@dgodsill97 Moderator notes:MVP profiles are closed to comments in o

Hi Team,We are experiencing an issue with the AR (Sales) Invoice Report. Whenever there is more than one tax, the total is not displayed. Please see the screenshots belowAs shown in the image below, when only GST is applied, the total is displayed correctly. However, if another tax is added, the total is not shown.Note: The taxes are coming from a sub-report.Could anyone please assist with this?

My name is Kulvir Kaila and I work as the Software Development Manager for Blytheco.  I have been on the Acumatica platform since 2019 and have earned Acumatica Developer MVP from 2021 - 2024 and now Acumatica MVP for 2026.Early on with Acumatica, I was able to build custom integrations with Shopify, Lightspeed and Cropster by utilizing Acumatica's REST API.  With that experience I was able to write several blogs for Acumatica and fortunate enough to speak at the Acumatica Summit in 2023 around the work done with the custom Shopify Connector.  I have attended Acumatica Summit Hackathon since 2020 and each year brings a new challenge that I look forward to.In my personal life, I live in the Vancouver Canada area and in my spare time you can find me at a local hockey rink either watching my son play or playing in a pick up game myself.​@Kulvir Kaila Moderator notes:MVP profiles are closed to comments in order to provide the respective MVP with a page they can use for their brand. You may

Melissa BlassingameI am a Senior Solution Consultant, and I have been implementing Acumatica for 10+ years. I love working with Acumatica because it is always changing and moving forward.I spend time in the Acumatica Community answering questions and putting forth Product Ideas to make Acumatica better.I live on Merritt Island, FL. My hobbies are playing with our dogs and going to the beach. ​@mblassingame35 Moderator notes:MVP profiles are closed to comments in order to provide the respective MVP with a page they can use for their brand. You may congratulate them by clicking on the user name and private messaging them.The Acumatica MVP program recognizes outstanding community engagement, technical expertise, and thought leadership in the Acumatica ecosystem — honoring individuals who excel in driving innovation, supporting users, and promoting best practices for collaborative business growth. For more information on what it takes to become an Acumatica MVP, please check out The Acumat

Meet Troy Vars, our dynamic ERP Manager and Senior Development Consultant at CS3 Technology! As a System Architect, Troy oversees client ERP implementations and builds customizations and integrations for Acumatica clients. With a career spanning over two decades in development and software implementations, and more than 190 successful SAP and Acumatica projects across four continents, Troy is a true industry veteran.Troy’s knack for bridging the gap between business processes and technology is celebrated at CS3. He leverages his talent to guide clients in making informed decisions about software purchases, configurations, and customizations. In 2026, Troy earned a spot among the elite Acumatica MVP Developers, contributing to the community through online articles, forum support, podcasts, and Hackathon events.When he’s not working his magic at CS3, Troy channels his creativity into painting Bob Ross-style landscapes and crafting intricate miniature soldiers and terrains. He’s also a pa

Hello, I am building a report to information on Qty needed for WO. Everything looks good when i join inventoryitem and Insitestatus. i wanted to get material uasage from AMMTran. the moment i join that all my totals begins to increase to a high figure that is impossible. 

RJ KennaStellar One Inc.I have been in the ERP industry with Stellar One for nearly three years. It is an honor to be recognized from the Acumatica Community which is composed of outstanding individuals dedicated to helping one another and adding onto a wealth of knowledge. It has been a huge resource help to me countless times, and Acumatica does a great job with its dedication to the forum.As a proud Virginian, I am blessed to come from a large, faith-filled family, and lucky my wife and I are able to continue that onward with our young growing family. In my free time, I enjoy watching sports (especially my Pittsburgh Steelers), carpentry, quiet time and prayer, playing my bagpipes, and spending time outdoors. I also enjoy traveling, and I have visited all 50 of the beautiful United States of America. Some fun facts about me are: I grew up working in my family fish store, playing lacrosse, and Irish dancing.Cheers, RJ​@rkenna Moderator notes:MVP profiles are closed to comments in ord

Tim Rodman:I grew up in San Diego and went to UCLA for college, where I majored in Applied Mathematics and minored in Accounting and Computer Programming. It turns out that was pretty good academic prep for ERP, but I didn't know what ERP was at the time, so my first job out of college was as a Financial Auditor for Deloitte, working out of the downtown Los Angeles office. I got my CPA license and accidentally landed in the world of Midmarket ERP in 2005, working with Microsoft Dynamics GP and Sage 500. That "accidental" path is pretty common, I think, for many (maybe most?) of us in this space.In April 2013, I sweet-talked an Acumatica VAR into sneaking me into the Acumatica Portal so I could download and install the software. In exchange, we agreed to talk periodically and compare notes. When I sat down to install Acumatica for the first time, I thought that it would be a good idea to take notes, but, for some reason, when I would take notes in a Word document, I had trouble finding

My name is Brian Zelinski, and I’m the General Manager of TM Heating & Cooling in Lancaster County, PA. We install/service HVAC equipment + walk-in coolers/freezers here in SE Pennsylvania as well as Maryland and Delaware. We use Acumatica for Construction Project Management, Service Scheduling, Inventory Management, AR, AP, and Payroll.When I first joined the company in 2022 I was assigned the task of overseeing the transition from Eagle Business Management Software (EBMS) to Acumatica. I had the joy of learning with the team from Aktion Associates and taking lots of classes with Acumatica University. I then developed training manuals and worked on training our different departments as we prepared to go live. We went live right around New Year of 2023.I’ve now moved into the management role in our company, but I still oversee each of the new Acumatica updates. I enjoy learning from others in the conversations on the forum and contributing when I can.I had a great time at the Acuma

Can we change the new color-coded statuses for those with color vision deficiency or is this something that would be able to be changed at a later date?

Hello Acumatica Community! We’ve run into a not good experience, issue with the latest Shopify connector for Acumatica (25R1). I’m hoping to get some insights from others who might be experiencing the same or confirm if this is an isolated problem on our end.What we observedBackground: We rely on metafields in Shopify and map another metafield from a Stock Item attribute via the connector.Normal behavior (pre-25R1): If a value existed in Shopify for one metafield, and another metafield was mapped from a Stock Item attribute, the “unmapped” metafield retained its value while the “mapped” metafield was updated as expected. Current issue (25R1): The connector now tries to update each metafield. And if there’s no mapped attribute for a metafield, connector clears it. This results in unintended data loss across the board, not just the mapped fields. Has anyone else experienced metafield data being cleared or reset by the 25R1 Shopify connector?

Hi everyone,This modern UI conversion process is bumpy and tough for all of us. One of the things I have already been struggling with is managing my node installations between 25R1 and 25R2, and I imagine that as more versions come out, it will only get harder. Even with node version manager, you have to switch to the correct version of node for the version of Acumatica (if I understand correctly) Acumatica stores the path to the node version it needs in the web.config file. So I thought what if I just made a quick powershell module that leverages that path! So if you are in a site directory, you can always build using the correct specified node version. Introducing AcumaticaNodeHelper:lekker-solutions/acumatica-nodehelper: Acumatica Node Helper # The module is registered in the Powershell GalleryInstall-Module AcumaticaNodeHelper# Change directory to the root of the sitecd C:\Acumatica\MyClientSite # Build all pages and modulesInvoke-NodeBuild # Build specific pagesInvoke-NodeBuild -P

I am attempting to reprint a check using the same number in 25R1. I follow steps below but it reprints with the next number, not the same. What am I missing?After printing (without releasing), select “Reprint” action on the Release Payments screen, select the payment, and process. Status is changed to Pending Print.  Print / Process the payment again. Next number is assigned instead of the original. If I try to manually change, it errors saying the number already exists. Thanks in advance!

Hey y’all. I’ve been working in Acumatica for 2 years now and have really gotten a handle on GIs, Import/Exports, Reports, Business Events, etc. Now I’m working through the T200 pdf training and my lack of web dev experience is making me have to dig far too deep into every code snippet to fully get it. My background is in Panorama Classic (a dead language) and Python, so I understand the basic structures of a language. However, I find myself constantly going, ‘but why?’ in the training in a way that I know means I’m NEARLY there. Do you know any videos or other tutorials that might help me get up to speed on doing my first solo customizations? Do you have advice for getting through these trainings from nearly zero? -- Lunar

Hi community, I am trying to setup a few financial reports to email weekly out of the system, and I know I need to save the template and then schedule the template. The issue I am running into are the financial period parameters. Is there a way to set a template that dynamically pulls in the current financial period so that I can then put that template on a schedule? Otherwise, I don’t see a way around having to create a template for each period which wouldn’t work in the long run. Thank you,RJ

We cannot find a way where we can point the posting of sales tax payable amounts to individual sales tax payable GL accounts in Acumatica when the Avalara integration is active. IEIL Tax = GL account 2152PA Tax = GL account 2153OH Tax = GL account 2154How is this possible? Currently, all AR documents are posting to the same sales tax payable account listed on the tax GL account tab in the vendor master.

We’ve found a part on Create Purchase Order suggesting a order of 50 parts under IN Replanned. However, this part already has 88 units in stock, and SS is 10 and Reorder point is 20. Why is this part appearing here, and what does IN Replanned even mean?

Hi,We would like to disable the access to the (+) button for manual addition of new lines in Purchase Receipts. All lines should be linked to a PO.However, we do not want to take away the (x) button for deleting lines, since the Purchase Receipt may require amendments after being created from the Purchase Order.I have not been able to disable the (+) button without also disabling the (x) button, as the Delete access right also gives access to creating new lines. Any ideas on how to implement this restriction?

public class BZCustomerAttribute : CustomerAttribute{ public BZCustomerAttribute(Type search) : this(search, typeof(Customer.acctCD), typeof(Customer.acctName), typeof(Contact.phone1), typeof(Customer.primaryContactID), typeof(Customer.customerClassID), typeof(Address.addressLine1), typeof(Address.addressLine2), typeof(Address.postalCode), typeof(Address.city), typeof(Address.countryID), typeof(Location.taxRegistrationID), typeof(Customer.curyID), typeof(Contact.attention), typeof(Customer.customerClassID), typeof(Customer.status)) { } private readonly Type[] _fields; [PXHidden] [PXProjection(typeof(Select<Contact>))] public class Contact2 : Contact { } public BZCustomerAttribute(Type search, params Type[] fields) { Type genericTypeDefinition = search.GetGenericTypeDefinition(); Type[] genericArguments = search.GetGenericArguments(); Type type; if (genericTypeDefinition ==

I am trying to find out how to provide specific rights to user roles to allow them to create drilldowns just for their account. How can I do this?

i have an issue ..only the header of the shipment is imported without lines.Any help please ! Attached you could find the scenario.Version : Version 21.2.2303.133 [21.213.0038]Thx in advance.