Discussion Forums

I am testing SSO configuration on Acumatica 24R1 with Active Directory using protocol Microsoft.Graph See below web.config > activeDirectory setting we are using:<activeDirectory      enabled="true"      protocol="MicrosoftGraph"      path="***"      dc="company.com"      user="***"      password="***" />It works, but with one issue:All users are created with username that looks like domain.com\usernameHowever, when user is created with such login signs-in into Acumatica, each time they login, in the loginTrace table record is created with Username that has a different format: username@domain.comIs there a way to control how Login value is created?Is it possible to make Acumatica to create login as 

Good morning community! I need a formula that dynamically changes a date range to “Last week’s date range. I want the widget that I have to always be displaying data based on last week.Any help is appreciated…   

 Hello,There is a Acumatica customer that is about to reach the end value of their ARINVOICE sequence.   What is the best way to expand this sequence number range and what are the pros and cons? 

Saw this really great video (https://www.youtube.com/watch?v=weBglqXkBpA) from ​@Doug Johnson on Automated AP Bill Approvals with 3-way matching and he had 3 great side panels on the bills and adjustments screen that I would love to replicate. Related purchase orders Related REceipts Unbilled Vendor ReceiptsHe briefly showed the generic inquiries required to make the side panels but didn’t fully show them. I am trying to replicate it but was hoping someone had something similar that I could piggy back off.

We’re integrating with a multi-tenant Acumatica (MYOB Advanced) instance. There are two companies (CompanyOne and CompanyTwo). For each tenant, I created a separate Connected App with its own client ID and secret.Setup: Using OAuth Authorization Code flow Generating an access_token for each tenant’s Connected App Using that token to call the REST API Issue: REST API calls sometimes return data from the wrong tenant. For example, calling with CompanyOne’s token occasionally still returns data from CompanyTwo. Behavior is inconsistent: if both tokens have expired and I refresh them, tenant separation works correctly for a while, but later the API “sticks” to CompanyTwo again.

Hi, I am new to Acumatica and just did the T200 and T210 Training.  My customer needs a field that shows all the Vendor Contacts in a Selector (like e.g. when choosing the Vendor in a new PO). From here: So tried building a field that builds a selector in the POOrderExt of the POOrder DAC. Unfortunately nothing works out for me. I tried it with the following code so far:     #region UsrVendorContacts    [PXDBInt]    [PXUIField(DisplayName = "Vendor Contact")]    [PXSelector(typeof(Search<Contact.contactID,        Where<Contact.bAccountID, Equal<Current<POOrder.vendorID>>>>),        SubstituteKey = typeof(Contact.displayName),        DescriptionField = typeof(Contact.phone1),        Filterable = true)]

Hi Acumatica!In my row sets → data source section, I chose expand code-description for a range of GL codes.How can I remove the spaces between the last digit of the GL code and the dash? The way it currently displays the GL codes looks awkward.selected code-description to expand the GL codes for a range of GLsOutput places 4 spaces between last digit of GL code and first letter of GL Description. I'd like to remove these spaces.Thanks!

We have a situation where we agree to credit and refund a customer for a faulty item but we don’t ask for the item back.For reporting purposes we want to process this through sales orders rather than in AR as we want to track the stock items, quantities & values of these.Is there a way to process such a return that does not generate a stock receipt transaction ? Does anyone else have this kind of process to deal with and if so how do you handle it ?Many thanks !

Good Morning!I am currently working on a few forms and one of the requests is to make sure that if the discount is showing 0% to remove it from the form. The title “Discount” can still be there but the number needs to go away. Currently I have =IIF (Null ([ARTran.DiscPct]) ,'',  [ARTran.DiscPCT]) . I feel like I’m close but I know I’m missing something. This is being done on the Sales Order invoice but will also be applied to others.Any help would be appreciated.Thanks,Brent

Does anyone know if it’s possible to pass a reference number from Acumatica to UPS? I’m looking to pass an order number or some other field that can handle free text to UPS “Reference 1” and “Reference 2” fields so that it prints on the label.I’d be open to using any integration option (ShipEngine, EasyPost, and standard Acumatica Shipping integration) as long as I can pass a reference number.

Hi Team,We are trying to sync the open shipments from Acumatica to Shopify. while syncing facing below issue."The shipment has been filtered because it is not confirmed."So, we disabled the SOOrderShipment.Confirmed field under result grid in BC-Shipments GI and verified still seeing the same Issue.Can I get help on this how to do this.Thanks in advance.

We’ve processed a shipment for the full line quantity but needed to only ship a partial.  The shipment is now in Confirmed status.  No invoice has been created as yet.  We tried the Correct Shipment link under the ellipses but get an error “The line cannot be deleted because it is linked to a purchase order.” (even though it is not linked to any purchase orders).   How do we correct it?  Thank you in advance

My ultimate goal is to change the background color of the Batch Payment screen grid based on two Boolean fields (UsrIsVendorVerified and UsrIsExcludeFromVerification) in CABatchDetailExt.I attempted to achieve this using a JavaScript attribute, following the guidance from the post:How do I add row highlighting to a customization contained within a Base Acumatica BLC? Since that approach did not work as expected, I tried a simpler test coloring the grid rows without applying any conditions. However, even this did not work.Script:function HighligthLines (){ if(px_all && px_all["grid"] && px_all["grid"].rows) { let lines

Hi everyone,as fas as I understood there is no need to use Visual Studio to implement a customization.However, to extend the featureset the following guide tells me that Visual Studio should be used.Is it possible to add a featureset without Visual Studio? 

Hi guys,do u know how i can display the Primary Contact (from vendor) in purchase order ?Just like in Sales OrdersI Hope u can help me.

I am trying to create a new instance from a large snapshot. I have to do it through the configuration wizard due to its size and am using this method which states that it does not import custom columns. How to import a large snapshot using the Acumatica ERP Configuration Wizard | CommunityI have additionally found this information which claims that using this method will allow you to import custom tables and columns. Using this method, I have been able to create and fill custom tables and create custom columns on existing tables. However, the custom columns on the existing tables are all filled with NULL values rather than the imported values from the snapshot. Does anyone have a workaround for this? I don’t understand why the values aren’t being copied over.

Hello!I am required to view the items and Subaccounts which are not included any restriction group,but I cannot create the relationship to view those as a bulk (Standard inquiry shows individual items but not all at once)Is there any way that I can create an inquiry for this?Thank you in advance!

Hi everyone,I have a custom webservice-endpoint so user can access vendor locations via REST-API.This webservice-endpoint is part of our customization project.I wonder if there is any possibility to show or enable the custom webservice endpoint only if our feature (defined in the feature.xml) is activiated.Thanks in advance!

Hi Everyone,I am working with Shopify Connector with Build 24R1 version 24.121.0004.On initial order sync, the details are updating as expected.But on order edit sync, the discountable amount is not updating properly (Detail Total - Line Discounts) under Discounts tab.Can you please suggest the possible root cause and fix for this issue. Thank you,

Hello Community Friends,  I’d like to take a moment to introduce Michael ( ​@MichaelBradner55) and myself (​@Tara H). We are Acumatica’s CRM Product Managers, and we are thrilled to be here with you.   We’re here to listen, learn, and collaborate. If you have feedback, ideas, or just want to say hi, feel free to @mention us or send a private message right here on the forum. Looking forward to talking with you! Please note - if you are experiencing a functionality issue, please continue to utilize standard support methods.

Is it possible to use PXDefault to make a Customers Primary Contact the default selection when creating Service Orders? If so, how?

We use non-stock items to create bundle items such as a lamp and shade. We are tracking inventory of these items by running a report to generate quantities and importing those quantities into an attribute. I would like to use this attribute to update the inventory level of the non-stock item in BigCommerce and I have mapped it to do so in the entity settings.However the numbers do not update in BigCommerce and remain as zero. I was wondering if anyone has any insight on why this might be the case or if they have another solution they are using that works. I could just map the attribute into a custom field, but I would rather that these stock and non-stock items are handled in the same way to prevent confusion. Mapping of attribute to inventory level on Entity screen I can see in event logging

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 Brendan White - Acumatica Community Featured Member for September 2025Meet Brendan White our Acumatica Community Featured Member for September 2025. It’s great to have you as part of the Acumatica Community ​@bwhite49! 

Our team is preparing to upgrade our system. While reviewing some release documentation, we came across a licensing change that we are concerned about.Our question: We would like to confirm if this change applies to ALL generic inquiries or only those that are set for the Anomaly detection?We use this feature regularly and it would be very concerning if there is no flexibility with this. 

We are working on setting up a vendor EDI integration to received AP Bills into Acumatica. from 810 messages. We are running into some challenges surrounding how to do the 3 way matching when we create the AP Bill prior to the PO Receipt mainly surrounding linking the receipt to the bill and handling 3 way matching for Bills that have multiple receipts. We stumbled on this post https://community.acumatica.com/distribution%2D6/hold%2Dap%2Dbill%2Duntil%2Dthree%2Dmatch%2Dcomplete%2D11048 and came up with the following options which I have listed the Pros and Cons for. If anyone have any experience with this I would love to hear how you approached this as we are at an impasse on whether or not there should be a technical solution to all of this or if certain scenarios, mainly multiple receipts against a single bill, will have to just be