Discussion Forums

Hello, I am getting an error when trying to create a purchase order from my Production Order. The Purchase order contains two non-stock items and upon “Processing” the Purchase Order I get two errors, one for each item, and the PO is never created. This only appears to be issues with Non-Stock items. Thoughts?

Is there a setting or other method to restrict item purchasing ONLY to vendors listed for an item AND marked as “active”? I’d like to be able to turn on/off the ability to use a vendor for specific parts. In this instance, we are creating the POs manually, not via automation. Currently, I can create a PO for any part and any vendor, which has led to some mistakes. Ideas?

Trying to get Vendor inventory ID added as a column under Stock items.  So the DAC and appropriate relations would need to be added to the GI. If I check the DAC references, I see an outgoing reference: But I don't see a corresponding reference in the InventoryItem DAC. 

Hi Community,I’ve been working on resolving the Outlook Add-in issue related to the February 17, 2025 change (legacy authentication tokens being turned off). I have carefully followed all the steps outlined in the knowledge base and community posts, including: How to resolve the issue when users are unable to sign in to Acumatica Add-In for New Outlook on Windows Known issue: Starting 17th February, 2025, Acumatica Outlook Add-in may stop working Steps I’ve already completed: Upgraded Acumatica instance to the correct supported build. Enabled OpenID Connect in Acumatica. Registered the application in Microsoft Entra with redirect URI, API scopes, and permissions. Created the OpenID Provider in Acumatica with the correct Tenant ID, Client ID, and Client Secret. Installed the new Outlook Add-in using the updated manifest. Problem: Despite all of this, the add-in still does not work. I either get [describe your exact error: blank screen, token error, redirect loop, etc.].Questio

We have a customer that prefers us to master pack--packing several small boxes into a single larger box--so they don’t receive so many individual packages.Here’s our current process:In Acumatica, we pack everything into small boxes (for example, a box with carton ID C01) and enter the contents and weight for each small box. We can usually fit about six C01 boxes into one larger box, a C08. We then move to ShipRush (third-party shipping software), where we enter the dimensions for the large/master box (the C08), generate the FedEx shipping labels, and manually add the master box with the tracking numbers back into the shipment in Acumatica. In Acumatica, we use a dummy Ship Via (ShipRush FedEx), instead of FedEx Ground, so it doesn’t automatically populate tracking numbers.This method works, but it feels clunky.My question:Is there a way to master pack directly in Acumatica without relying on ShipRush? For example: could we create a special carton ID (like “CIP”-carton inner pack) and h

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

Would like some help to create a customization to make the Account Email and Phone Numbers under a Customer’s Additional Contact Info auto-populate the info for the Primary Contact and vice versa.When a user types info into the DefContact.EMail field I’d like it to auto-populate in the field PrimaryContactCurrent.EMail field and vice versa. When a user types info into the DefContact.Phone1 and DefContact.Phone2 I’d like it to auto-populate in the fields PrimaryContactCurrent.Phone1 and PrimaryContactCurrent.Phone2 and vice versa. 

We have run into an issue where our purchasing agent went to create a drop ship purchase order but only selected one of the two items needed for the order. Once realizing this they deleted the purchase order and unlinked it from the SO as prompted, but doing this causes the item attached to this deleted purchase order to no longer be listed when going to create a new purchase order. The item is still marked for PO as Drop-Ship in the Sales Order and doesn’t show it linked to any PO. I am unable to find a way to manually add these to a drop-ship order either.

In Report Designer, I am able to change the ExportFileName to be what I want, (mostly just including the Reference number in the file name).  Which works when generating the file from the Invoice/Memo Report screen AR641000.  However, if an invoice is processed and the email template sends out to the customer, it includes the same Invoice file, however the file name is overridden. And only contains, Invoice_Memo -(9-12-2025).pdf. Is there any way I can stop this override from happening? Or some spot in the email template named “InvoiceNotification”  I don’t see anywhere that I can change this, the only Report Parameters I can put on the attachment is Document Type and Reference Number. I cannot add a line for the file name.  

Does any body know how to delete Employee time activities with status hold and Open. I have created import scenario but unable to map the Delete Action.   

Is it possible to set up an approval map for the following scenario: any credit or debit memo for AR Invoice where the amount of write on or write off is $5K or over. In this case the approval has to go to the manager before the document can be released. I have tried a few approval maps but it never trigger the approval, so not sure what I am doing wrong. Version 2024.1

I have a GI showing shipment lines, I'm grouping by Shipment number. The I want to show the MAX aggregate value for a boolean field on each line, but its not working for every shipment line.I tried creating an IF formula to display as 1 or 0, but you can't aggregate a formula.Any ideas?

Running into an issue where a shopify order is stuck in the sync due to the following error:  Contact.DisplayName: 'Contact' cannot be empty. Contact.LastName: 'Last Name' cannot be empty. Inserting 'Contact' record raised at least one error. Please review the errors. Checked the shopify order and there exists contact names for billing and shipping.  What else could be causing this?

looking to create a dashboard that shows the subtotal for sales to date vs last year for the entire company and also the option to break it out by branch. 

I am trying to input budget data for  new project. On the project budget profile screen the task description field is blank.  How can I get that to appear?

I ran into an interesting issue whereby my Last Statement Date wasn’t updating anytime I would Prepare Statements.  Normally it is supposed to remove the statement cycle if it is no longer relevant to the list, but it would always remain. I’m not 100% sure of the cause of that.However, I recently tried preparing the statements again, but for the last statement date that it was stuck on. After that one cleared from the list I tried the next statement cycle, but I think you can actually jump straight to your current date for preparing statements. After that point, I didn’t run into any issue and now my Last Statement Date is keeping up with my current cycle.

Hi Community,Many of our manufacturing clients are ETO shops who are incorporating Project Accounting (or Professional Services) with Manufacturing.  Do to the nature of the ETO manufacturing, the client is often required to recognize revenue using the Percentage of Completion method, per their CPAs.We love that manufacturing and (formally) project accounting are integrated, but from an accounting perspective it feels as though cost accounting for manufacturing and project accounting couldn’t be further apart, and I’m struggling as to the best way to leverage the best of each feature set to achieve the client’s accounting goals.  To illustrate, in manufacturing (and in a full-absorbtion cost accounting paradigm) the costs of each production order are capitalized to WIP Inventory on the balance sheet until the production order is complete.  Upon completion the accumulated manufacturing costs are placed in FG Inventory until the goods are “sold” and “shipped” to the customer.  Therefore

The business provides configured to order Sales Quotes to customers, There can be a number of different configurations on a Sales Quote.Due to the sales process, Sales Quotes can be in draft for up to 6 months, before they are won and converted to a Sales Order. Within this time frame, it is common for the Engineering to create new revisions for the configured items.This is issue is that on many occasions, at the time of conversion, the configuration revision on the quote has been superseded  is inactive and the configurations have to amended to activate the relevant revisions on the Sales Quote to convert to a Sales Order.Would anyone know if there is a workaround or remedy for this situation? 

Hi Acumatica,I tried to test the Acumatica AI Functionality in my Local Server.But I don’t see any features yet.Is there a way to test or check the AI Functionality in Acumatica aside from the Local Server?Thank you! 

Hi all,I’m exploring integration of Bitcoin payments with Acumatica. Seeking to gauge interest. Let me know in comments or PM me if you’d like to chat. Thanks! 

We were super impressed at Summit with the new Modern UI Calendar board.  Now that we’re finally on 25R1, I’ve enabled Modern UI for the Calendar Board screen in our Sandbox.  And I’m having a deer in the headlights moment.  I’m trying to remember what I can do with it.I’m not sure if I can dig up the recording of the sessions from Summit, but I do know it’s getting used in the community.  Some of the things that our users have asked about are:Can the axes be flipped, putting the time along the Y axis? Can we control what the axes are?  Our team would rather look at staff specific (and I believe I can add filter tabs for different staff), and have the board display days across the top. Can we control color coding of the calendar appointments? Can we control what appears in the calendar box, as well as the pop up when you click the appointment?I know some of these were a “Yes” during the training, but I can’t remember for sure, and I definitely can’t remember how to do anything with it.

Looking for a good solution to implement cross-docking processes in Acumatica.   Basically, we pull inventory available to a “stage” or “picking” location for a SO then wait for other SO items to come in on a PO that should get cross-docked to shipping and get married with the “stagged” inventory quickly.  

I’m trying to set up the Teams plugin, however, when I get to the point of signing in in the user settings and click sign in, a popup displays says that login was successful, then the user tab refreshes, without ever connecting to Teams (as evident by the lack of connection elsewhere.) I’ve attached a video of trying to login below. Is there some step we missed that might be leading to this problem? 

Hi Team, We are Sign in again to proceed but still not receiving email notifications. 

 When Convert to Modern UI it gives error “An item with the same key has already been added.”.