Discussion Forums

As of Jan 1, 2025, SHOP will now act as a Marketplace that collects and remits tax on behalf of the vendor - seems similar to how Amazon works.   How will this flow through the native Acumatica Shopify Connector to Acumatica and then through the Avalara Connector to AvaTax?   How is the transaction identified as a SHOP transaction?  Are there parameters that need to be set up so that the vendor does not double pay the tax? 

Hello!I currently have a report to show all orders entered for the prior date, and this is how it currently looks.This works fine but on Monday’s this will try and pull orders on Sunday (our company is closed on Saturday and Sunday). What would I need to add in this section to have this report skip the weekend and show me Friday orders on Monday? Thank you!

We are trying to set up reminders in Acumatica and the help documentation shows there is (or was) a notification bell icon in the Info Area that would bring up the Reminders Dialog Box. We have gone through support to enable reminders and they’re working but I don’t see the bell icon. We are using 2025R2.  

Hello everyone,I haven’t seen much confusion about this, so I’m sure there’s a straightforward solution that I’m just missing! I finally got our construction team to start using cost projections to project the future of their projects by budget line in 2023 R2.We’ve just completed our upgrade to 2025R2 and I noticed the project status screen which seemed very helpful, but it runs off of a new cost projection by date screen. It seems a little less intuitive because you can’t import an excel and it doesn’t display the budget description per line. Any tips for using this screen?Do I have to now convert the team to using this screen or is it possible to make this screen load the info from their most recent Cost Projections? What is the purpose of the date functionality?I ask all this just because I really like the dashboard. Thanks to any and all help and information, I’ve already reviewed the ACM notes and it doesn’t really help differentiate these two projection methods.

If I understand correctly, in a SaaS environment, I cannot use a backup I download from the Backup Access Service to restore my production tenant.  I need to pay separately to have Acumatica restore from backup?

Hello!What is the best practice for invoicing a deposit within a project? I have tested using VAT tax prepayment invoicing, which seems to work somewhat, although it is cumbersome, and was not developed for using in projects.Thanks! 

 Hello Everyone,I am trying to clean up some tax issues that arose on the last payroll paybatch we ran after a recent upgrade. Specifically there are a few taxes that have appeared on a recent payroll payrun that were not there before the upgrade. In one case I had the NV ER SUTA SC show up. We caught it on the payroll liabilities bills run. In another case I have New Mexico Workers Comp showing up as a tax on a few employees paychecks as well. We upgraded to 2021R2 21.213.0038.What is the fool-proof way to make sure they do not appear on the paychecks next time? Is it to de-select all the “required” checkboxes and set the rates to 0.00 on the right panel? Then update/assign taxes to employees?Why would New Mexico Workers Comp show up as a tax? Is there a setting in Deduction Codes or Workers Comp Codes?  

Is there any reason the Application Period would not be the same month as the Application Date on checks? On Prepare Payments screen the Application Period matches the Application Date (users do not manually change this field) but once processed it changes in some cases

Hi, a lot of our prospects and customers use FieldWire for the Field operations and especially for Plan management. The application is pretty advanced and I don’t think that we have an ISV that could replace it and most of them want to keep the application. Am I wrong does Acumatica have an ISV that can compete with FieldWire ?  If not, does any has any experience with integration FieldWire to Acumatica ?

How can I change the selector in the Customer Number field so that it searches by Customer CD, Customer Name, and Telephone number as well? How can I do this?

Hi Team,I need to override the Email Quote button on the Sales Order screen to change the default From and To email addresses.How can I properly override this action in a Graph Extension and update these fields? Thanks in advance!

Excited to have signed up with Acumatica at the end of last year and now be embarking on our transformation journey, with planned Go Live later this year and early next for our two key divisions. I work for Tower Supplies, a global distributor of workwear, uniform, PPE and janitorial products and related services, based in the UK.I’m keen to connect with other users, especially those based in the UK, if someone can point me to a UK specific area, if there is one, and we also have some open vacancies in our project team if someone can point me to a job board, if there is one.Looking forward to the support across the community as I’ve heard good things!Thanks all.

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 Acumatica Community Webinar - Coffee & Code - Coffee & Code: Acuminator Version 4 - February 20, 2026We hope you had a great time at Summit. There were lots of exciting new products announced and I can’t wait to get my hands on them. To help you out, we have a new version of Acuminator that was released, and ​@snikomarov36 will help highlight key changes, new features, and enhancements in our first Coffee & Code of 2026!RSVP HERE Congratulations to our 2026 Acumatica MVPs!The Acumatica Community is filled with customers, partners, and creators who are just as passionate about ensuring our ecosystem thrives as we are. Our Community members go the extra mile t

Hi, good day!Does anyone know about outbound IP whitelisting on Acumatica server? Can someone please share their knowledge about this.Thank you so much!

Hi, how can I assign a cost to an item that is sold by the sales team on a sales order but is not purchased through our purchasing process?For example, we resell an employee’s day rate when they work on-site at a customer location. Currently, because there is no associated purchase transaction, the system records the sale as 100% profit, which is not an accurate reflection of the true margin.Could you advise on the correct approach to ensure the cost is properly captured and reflected in margin reporting?

Hey guys, I found a place to assign a vendor specific PO report. however the dropdown list is not showing my custom report that i uploaded via Report designer. Also overrride box is greyed out. how do I solve this?  

Hello,We have a customer that uses ‘locations’ to ship to the various stores under the main customer umbrella. We noticed that the sales person would need to be added to each individual location for them to be attached to it. However, when we do this, it duplicates the customer in its entirety. I have seen in my research about duplication verification, but that is not on my enable / disable list.  I’ve also read that this may not be possible yet (i may have been looking at an old post.) Has anyone else experienced this issue and possibly know a fix?

We built this GI in 2024. it was just last week found out that some of the data is repeating itself. Either in a negative or different date  

Our bank is requesting that we add an additional value to the NACHA export file. I have made the spot on the file export, but I can’t figure out how to get the data into the export scenario. The value we want to add is APInvoice.InvoiceNbr. I see the export scenario has this APPaymentList source object, but how do I know what is on that or modify to add additional data?Appreciate the help.

Hi Community,I’m working with the Inventory Valuation report (IN615500) in Acumatica and I need to filter the report by a date range.In my report schema, the main table used is INCostStatus, and it only contains fields like: InventoryID CostSiteID QtyOnHand TotalCost ReceiptDate There is no transaction date or financial period field available in this dataset.My requirement is to:Filter the Inventory Valuation report based on a selected date (for example, valuation as of a specific date or between a date range).I’m considering adding a parameter and filtering using:INCostStatus.ReceiptDateBut I’m not sure if this is the correct approach for inventory valuation in Acumatica, or if there is a standard/recommended way (such as using financial periods or another table).Could anyone advise: What is the correct way to set a date range for Inventory Valuation (IN615500)? Is filtering by INCostStatus.ReceiptDate valid? How does standard Acumatica handle valuation as-of date? Any gui

Hi,A client is having an issue where they receive the error below on occasion, but sometimes it happens more frequently than other days.Have you ever run into a similar issue before? If not, is there anything you would recommend I check?Also, in case it matters, they are all using Macs, not Windows computers.Kind regards,Andrew  

I’ve been extolling the virtues of the Modern UI to my colleagues, especially how straight forward it is to code. Unfortunately I’ve found myself stuck on a screen where I simply cannot see the issue. The classic UI version of the screen is working fine, but I cannot get the Modern UI screen to work. The environment is 2025R2.The screen is supported by the following DACusing System;using PX.Data;using PX.Objects.CS;namespace SoImportDemo{ [PXCacheName(Helpers.Messages.ZZSoImportSetup)] [PXPrimaryGraph(typeof(ZZSoImportSetupMaint))] public class ZZSoImportSetup : PXBqlTable, IBqlTable { #region NumberingID [PXDBString(10, IsUnicode = true, InputMask = "")] [PXSelector(typeof(Numbering.numberingID), DescriptionField = typeof(Numbering.descr))] [PXUIField(DisplayName = "Numbering Sequence")] [PXDefault("SOIMPORT")] public virtual string NumberingID { get; set; } public abstract class numberingID : PX.Data.BQL.BqlString.Field<numberingID> { } #end

I have this purchased item that is also used in bills of materials. I’m wondering why inventory planning is allowing us to have a negative “projected on hand quantity” when I am asking for a safety stock of 2,200?  

Hi all,I am experiencing an issue with the Modern UI. When I click the ADD & CLOSE button, I receive the following message on the screen.How can I resolve this?Here is the relevant HTML/TypeScript code for reference: export class BZLines extends PXView { @columnConfig({ allowSort: false, width: 60, allowCheckAll: true }) Selected: PXFieldState; InventoryID: PXFieldState<PXFieldOptions.Disabled>; SiteID: PXFieldState<PXFieldOptions.Disabled>; InventoryID_description: PXFieldState<PXFieldOptions.Disabled>; OpenQty: PXFieldState<PXFieldOptions.Disabled>; Quantity: PXFieldState;} <qp-panel id="BZLines" caption="Items Selection"> <qp-grid id="grid-BZLines" view.bind="BZLines"></qp-grid> <footer> <qp-button id="CstButton85" caption="ADD & CLOSE" dialog-result="OK"></qp-button> <qp-button id="CstButton86" caption="CANCEL" dialog-result="Cancel"></qp-but

Is there a no code way to disable the Put On Hold on a PO if there is an invoice attached? If this is not possible is there a way to disable if status is ‘Open’ (PO fully approved)