Discussion Forums

We are a multi branch company and we bill our cost to projects (COGS, WIP, etc.). One problem that we are noticing is that the Branch that the project belongs to is not pulling through whenever a time activity is released. Is there a way to fix this without customization. For example Employee A works on ABC company but does his timecard through XYZ company. How do I make sure that the COGS is recognized on ABC company’s books and not XYZ company’s books?  

Good day,Under Inventory Planning, is it possible to generate a forecast by customer class instead of by individual customer, without requiring customization?If customization is required, can this be achieved with no-code/low-code customizationKind regards,Wilson

Hi All,I’m try to add this boolean filter that is also visible on the UI. The true value seems to be working but when the checkbox is unselected on the UI, it doesnt fetch any data from the system.I appreciate all the help.Thanks,

In 2021 R1, Acumatica provided the ability to take pictures of business cards and automatically add them as leads or contacts using an AI/ML engine. In many situations, the business phone number was not recognized (see image 1 below). In this case the user has to push the phone 1 button and select the phone number. To address this issue, we now have a customization project which eliminates this manual step (see image 2 below).  Before installing fix: need to select Phone 1After installing fix: phone 1 automatically recognizedGet the Customization:If you are running a version of 2021 R1 you can download the customization project here: https://acumatica-builds.s3.amazonaws.com/builds/zip/software/addon/fix/BusinessCardRecognitionPhoneFix.zip

Is it possible to process and enter expense receipts automatically in Acumatica by emailing receipt photos to an Acumatica email account, similar to AP document recognition, instead of doing it in the Acumatica mobile app?

Is there a way in Acumatica to upload multiple files at once?If yes, is there an existing screen or standard functionality where this is already implemented that you could share (for example, a screenshot or screen ID)?

I have a huge section of code. It’s job is to assign a shipping zone, that represents an orders USDA Hardiness Zone, based on the shipping zip code. Even with condensing zip codes the code is still 17,000 cases long.An import scenario cannot handle this amount of code either.Any ideas on how to approach this?  My original idea was to create the GI to put the USDA Zone in a field and then use the GI as an import data source.

Hi AllI’m trying to add a few custom fields to the Purchase Orders screen. I was successful in adding a few custom screens for dates and text entry. I now need to add custom fields with drop down items to be selected. I am seeking any advice on how this can be done via the custimization project, please.ThanksAmit 

I’m working in Acumatica Manufacturing and I need two custom fields from AM.20.90.00 to be copied into the Purchase Order line that is created from AM401000 (Critical Materials Inquiry) when clicking the Purchase  button.What I have In AM.20.90.00 (Production Material) I added 2 custom fields (examples): UsrStucklisteBreiteProd (width / “Breite in mm”) UsrStucklisteLangeProd (length / “Länge in mm”) These fields are already filled during production order creation: I override ProdMaint.CopyBomToProductionDetails() and copy values from AMBomMatlExt → AMProdMatlExt. In AM401000, the inquiry dataset uses SelectedProdMatl. I created PXCacheExtension<SelectedProdMatl> so the fields appear there. I override CriticalMaterialsInq.BuildSelectedProdMatl() to populate the fields into SelectedProdMatlUsrExtension. Result: the values show correctly in AM401000 (so the fields are “inherited”/available in the inquiry results). The problemWhen I click the Purchase b

  I am experiencing an issue while publishing a customization package after adding the Modern UI files. Despite multiple attempts to install all required Node.js dependencies through the command prompt, the build consistently fails during the Webpack compilation step. When the Modern UI files are included in the package, Acumatica throws errors during publishing  I have already tried reinstalling Node.js, clearing npm cache, reinstalling modules, and running the build manually, but the issue persists. I need assistance in identifying why the Modern UI files cause the publishing process to fail.

In our application we are creating Purchase Order Receipts and they had been working fine, but we had not used this function for 6 months or so  and are using it again. We are getting this errorGuzzleHttp\Exception\ClientException: Client error: `PUT https://prestigesalonproducts.acumatica.com/entity/ORDIO/20.200.001/PurchaseReceipt` resulted in a `422 Unprocessable Entity` response: {"id":"15468762-cac9-ee11-65424-12a215648465216","rowNumber":1,"note":null,"error":"'POAccrualAcctID' cannot be empty.; Here is our codereturn [            'note' => $receipt->comment,            'VendorID' => ['value' => $po->vendor_id],            'PostPeriod' => ['value' => now()->format('mY')],            'Details' => collect($receipt->products)->map(function ($product, $key) use ($po) {                return [                    'InventoryID' => ['value' => $product->inventory_id],                    'ReceiptQty' => ['value' => $product->qty],       

If I have a script that is polling an API from an external system and then transforming the data and writing to Acumatica - what is the best free way to host that script so it can run on a schedule?So far it runs in my VM in the background but I want to know if there are any better or fully free options.

Is there a way to enter a PO with Negative Amount? This is for the Construction edition. Client’s current system has number of POs with -ve amount and I was looking for the best way to handle them? Has anyone come across this scenario?

Hi,Can we add an action/button into generic inquiry form and how I do it. Thank you

I have been trying to delete existing Sales Prices or change the expiry date with an import scenario.I can expiry them OK if the expiry date is null using the follow scenario: But once the expiry date it is set it appears that the existing records cannot be targeted to either delete or change the expiry date.  Is it possible?There is a post on How to Bulk delete all line items in Sales Prices | Community (acumatica.com), however there may be too many records for this manual method.

Anyone know how to remove send reports from the list?When I click on selected and process - it does not process the selected item but rather the item that has cursor focus? How is that to be fixed?Would like to be able to Edit the Template Name, how?

Is the Acumatica eSign Integration ready for 25R2 Modern and Classic UI? The download page only lists the GA version with no indication of UI application. With the Always Current list coming out last week, we’re already <75 days before upgrades.Thanks!

Where can I find the Dashboard widget?

We just implemented Acumatica and I’m beginning to prepare for using FIRE to electronically file 1099s for tax year 2025. When signing up for a FIRE with the IRS account it says that essentially tax year 2025 will be the last year that the FIRE system is available after which everyone will be forced to use the IRIS system to file electronically (which is available now). I know that Acumatica did not support IRIS for tax year 2024 but will they for tax year 2025? I would rather just sign up and use one system than use FIRE for one year only to change next year. 

We are working through some orphaned data in our system from our conversion. This data is all from 2022. I hoped there was a way to use buckets or something else to exclude this data from everything else ( or ignore it altogether). This is throwing our MRP numbers off and reconciling these orders is happening, but is time consuming, 

Hello Manufacturing and Distribution Experts,I am currently working with a customer who is transitioning from SAP to Acumatica. We've encountered a significant difference in how the two systems handle MRP planning suggestions when the required action date (start date) is in the past due to lead times. In SAP's MRP logic, the system typically performs automatic "forward scheduling" when a backward-scheduled start date falls in the past. It automatically moves the suggested order date to the earliest possible current date and issues an exception message. Acumatica, as we understand it, requires a more manual process using exceptions and date updates.I am thinking about  proposing the following workflow to our client, and I'd like the team's validation:Our Proposed Workflow for Past-Due Demands:MRP runs and generates planned order suggestions with dates in the past. The planner uses the Inventory Planning Display screen (AM402000) or Exceptions screen (AM403000) to identify these items. T

you guys know anyway to get generic inquiry formula value? used mapping table to map fields to a gi, works for single data like AccountCD, however for formulas like =Concat([OrganizationBAccount.AcctCD],'-',[Account.AccountCD]), it returns null. is there a way to get gi values for such formulas and assign them to variables? 

Hello Linkies,I have created a new PO report - PC PO (PC651000) in the system that I would like to add in place of the Print Purchase Order report as highlighted below.But I am unable to add the newly created report by modifying the Mailing & Printing tab in the Vendors (AP303000) form & Purchase Orders Preferences (PO101000) form.  Kindly let me know how can I achieve it. I am not looking to modify the already existing report.

I need to add new field “Line” into Generic Inquiry to display line numbers as 1,2,3,4… Is there anyone who did this kind of customization before?

Hi,i am just wondering how can i set properly the workflow for approving credit memos, so that Sales Manager will always be the first to confirm new credit memo. Right now our AR map for credit notes is the Sales manager on the top and then the local controller, but in reality is other way around. The first the crontorller is getting the memos and then sales manager. Do you know maybe what is causing this flow?Thank you,Andreja Špindler