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The teams are busy at work but had a few seconds for a quick pic. Good luck everyone! 

When filing our W-2’s the payroll registers earning and tax equal the 941 that were paid and filed.  However, when running the W2s. there are 47 people out of 130 that have SS/Medicare and federal wage and tax differences.  We saw one employee has $3018 of wages and taxes $214.  What report can I run to identify why the W2 is not reporting correctly? Where can we find our issues?

Hi all,My organization has been using Acumatica for quite some time, however, don’t believe we’ve used the report designer. I’ve downloaded the instance, but before I install, wanted to check if this will increase our consumption fee or is it considered part of the package?ThanksJoseph

At the recent Acumatica Summit 2026 I heard something along the lines that OData data pulls do not consume transactions or do not count against the api calls...something like this so correct my terminology if I am wrong.With this in mind, our developer team is creating a custom mobile app to do more advanced scanning than the WMS system can handle. As we have been doing this, I am setting up endpoints and testing through Postman that every call the app might make it covered. Some of these calls are just GET requests to a GI that I have set up on the endpoint (some of the GIs have parameters as well). Is it best practice to instead of putting the GIs on an endpoint, to just ‘expose to OData’ and do an OData call? This would presumably cut down on our api calls if my above thoughts are correct. Or are the differences negligible? We are trying to ‘standardize’ how this app accesses Acumatica so currently just putting everything onto one endpoint with different entities. Should we change a

Hey folks,Got a question:Let’s say a customer is selling a stock item in 2-3 different contexts:     a. Over-the-counter item sold at the store (has it’s own account for COGS and Sales).     b. Same item sold in the context of a service call to a customer  (has it’s own account for COGS and Sales).         c.  Item provided as a warranty item or according to a contract (has it’s own account for COGS and Sales).As far as revenue and cogs go, how does the system know where to allocate those two transactions for the same part in inventory in different scenarios?  Can you have just a single inventory item that can be used in different contexts without having to manually change the GL entries each time?

Hello All! I am looking to create a clickable link to a form that we have. Everything I find, I have to edit the ASPX file (We are hosted) so I don’t think I have access to that. Is there another way to add a clickable link to a form? It is a link to our website terms and conditions. Thank You!

I have created a custom screen, where against Type and State the information need to display in a report either in last page or each page footer.When state is null, then data is empty and when I have state then I'm getting duplication my report, when it is at page footer section. If I move to groupFooter then there is no duplication. I added this logic in SIO643000.rpx base report.NOT NULL STATE:SubReport:Subreport: FOR NULL STATE:Sub Report:  MAIN REPORT: Major issues:1. When state is null- No data on my report.2. When I have state , data is duplication(Only my sub report date) if it is located in PageFooterSection I have tried with multiple sub reports , one report with multiple sections. Please advise.

I work in a manufacturing environment that requires production work orders to be split for validations, new tooling runs, qualifications that were not originally planned for.  The problem is that I don’t see the functionality that allows me to split a production order.  The worst part is that we have to link our SO’s to the production orders when created for lot tracing. Every time I get a request for splitting, in order to keep the linking correct, I have to go all the way back to the original Sales Order and make changes, and so on... Reduce the original sales order lineCreate new lines for the split qty’sMark those new lines for productionGenerate new production ordersPrint new production ticketsReduce the production order and print a new ticketWhen shipping, this then creates additional work as now they have several lines instead of 1 line int he sales order.  I was wondering if I missed this functionality or maybe someone has a similar problem and came up with a less time-consumin

Hello All, I am trying to set up a Step in my Expense Claim Approval Map that Auto Rejects Claims with a place holder expense item we use to do an import.   Back ground:  We do an import scenario to upload corporate card charges to generate expense receipts with a generic place holder UNCODED.   What I want to do, is if a user happens to miss recoding a receipt and try's to submit it for approval with an UNCODED item on it, it auto rejects.  Below are some screen shots of what I have, the issue is it does reject but it rejects every expense claim regardless of Expense Item.    Thoughts? or Solution would be awesome!   

When I click on the ADD ITEMS TO PACKAGE on the SHIPMENT, the ITEMS are not in the same order as the PICK LIST. Why is that? and more importantly, how do you fix it?Please advise. Thanks!Roberto

This Invoice has a payment linked to it so the balance should decrease by the paid amount.  When i was trying to create a payment for the remaining amount the below error arise;  Is this something to do with that bad debt reason code, but there is no write off amount.  I tried to reverse the payment done as well but it wont allow me to do it. same error occurs.  Could you please help if you’ve experienced same issue. 

I have a GI and displays the below information When I group by reference ID I would like the non-null values to show in the last 3 columns (Line 1 Comp Inventory Description, Line 2 Comp Inventory Description, Line 3 Comp Description) to show in their appropriate columns once the group has occurred. Is there a way to do that? 

Hi All,Could you please advise why the issue types, as shown in the image below, are appearing in the Inventory Allocation Details report?Thanks in advance.Regards,Lalith.

Creating a GI with SOInvoice.DocType and SOInvoice.RefNbr as parameters does not provide a lookup for invoice number.  If I use ARInvoice, there is a lookup but it excludes invoices for which the SOInvoice has not been released.No lookup 

I am trying to design a GI that will show me allocations for stock items that we have on Open PO (open qty). I want to know for all open PO quantities, how much is designated/linked to a SO and how much is for “stock”. The report is functioning properly and is showing me what I want, however, I would like to have separate columns for each PO Line to show if it is meant for Stock of SO (if Line type is Goods for IN, I want the open qty to show in my column Stock Inventory...and if Line Type is Goods for SO, then I want the open qty to show in my Inventory for SO column). The logic I am using on my GI is =iif([POLine.LineType]='Goods for SO', [POLine.OpenQty],0)  and  =iif([POLine.LineType]='Goods for IN', [POLine.OpenQty],0). However, all data being returned is 0.In the example below the first line of my report should show 7 in the “Stock Inventory” column and for the 2nd line I have highlighted, you should see 5 in the “Inventory for SO” column, but for some reason the formula I am usi

Getting this error trying to ENTER AP BILL from the Subcontract.There is no inventory item on the line - so no receipt needed.Line item - closed uncheckedUnbilled quantity and amount = total amount on Subcontract.Close PO Line = By Amount As a work around, we are able to create a new bill and then add the subcontract from the bill. Any ideas on the cause of this error?  Thank you!

Hi! The goal is to default the revision ID field on kit assembly screen to “B,” anytime a user creates a new kit assembly. I was able to default it through customization project, however, each time after I enter the kit inventory ID, the revision ID field clears, and you have to manually select B again. I tried making that field “not required” hoping this would solve the issue but no luck there. Any idea if this is possible to do?Thank you in advance!Revision B is defaulted upon creation:The field clears after you enter the inventory ID:In customization project, I set the default value of KitRevisionID to B. I tried making it not required as well, but upon creation it is still required, after you save the document, the asterix goes away.  

Is there a way to automatically calculate the weight based on package contents (item weight x qty) when processing the packing of packages manually via the Shipment form? I noticed that if I use the Pick, Pack, Ship form or a scan gun (WMS), that the weights are calculated for each package. This same calculation is not working directly in the Shipment form.

How can I get the QR code with a customer payment link onto the printed form of the statement?

This is a duplicate of another topic, but the solution on that topic is not working for me.I have a custom action to open a popup to change the Location ID on the Customer screen, location tab.I have a working popup on the main toolbar.  I want to have this action on the Locations Grid menu.  I cannot get it to show.In the classic screen, the action shows up nicely.This code works for showing the action on the main toolbar:import { PXFieldState, PXView, viewInfo, createSingle, gridConfig, PXActionState,} from "client-controls";import { AR303000 } from "src/screens/AR/AR303000/AR303000";export interface AR303000_AgroShip_converted extends AR303000 { }//action that is showing on the main toolbar.export class AR303000_AgroShip_converted { @viewInfo({ containerName: "Change Location ID" }) ICSChangeLocationIDValueView = createSingle(ICSChangeLocationIDValue);}export interface AR303000_Location_AgroShip_converted extends Location { }@gridConfig({ topBarItems: {

Hi everyone,I’m facing a discrepancy between the Acumatica Browser UI and the Mobile App regarding a DateTime field.The Setup: I have a field defined in my DAC as follows:#region StartDatepublic abstract class startDate : PX.Data.BQL.BqlDateTime.Field<startDate> { }[PXDBDateAndTime(DisplayNameDate = "Date", DisplayNameTime = "Time", UseTimeZone = false)][PXUIField(DisplayName = "Start Date", Enabled = false)]public virtual DateTime? StartDate { get; set; }#endregionIn the Browser: The field displays the exact value stored in the database, which is the desired behavior because UseTimeZone = false.In the Mobile App: The field appears to be converted to Universal Time (UTC) or adjusted based on the device's time zone, even though it should display the "raw" database value.How can I force the Mobile App to display the "Wall Clock Time" (the exact value from the DB) without any time zone transformations, keeping it consistent with the browser's behavior? Is there a specific MSDL (Mobi

Trying out the new generic inquiry as data source capabilities in 2024.Doing a Customer Sales report combining MTD and YTD.Created MTD Generic Inquiry - all good. Month ParameterCreated YTD Generic Inquiry - all good. Month ParameterCreated a new inquiry with the MTD and YTD as data sources however I cannot get it to work when using a Month parameter on the Parent Inquiry.Have tried using it as per release notes (“When parameters in the parent and source inquiry share the same names, the system creates a link between these parameters”) - does not work.Have tried Conditions and even adding it to the relation joins.Has anyone worked out the trick to get this working?

Our company utilizes our Quality Assurance team for Supplier Management. Does Acumatica have any Supplier Management functionality with regards to monitoring specific stock items that are on back order with vendors? Also, is there a way to restrict items to only being purchased from specific vendors, or vice versa (vendors can only sell a specific category(ies) of items)?

Hi - I have a situation that I can’t find any documentation on and hoping someone here might know.We have employees who are doing weekly timecards, and they would like to be able to preload from the previous timecards. This works really well, but during testing we noticed that if a user entered a Stat Holiday (HL) in a particular week either manually or by using Preload Holidays, that earning type was not carried over to the next week when we used the Preload function. Intrinsically this makes sense to me because we don’t want to mistakenly enter stat holidays where there are none, so i assume there is some coding in the system that limits this.Today we found that the same logic is being applied to Vacation time (VL). If a user enters it one week, and then creates the next week’s time card and uses the Preload option, the VL line is not carried over. Is this happening for the same reason as the HL time, and is there some coding or logic somewhere that’s driving this? It’s not a problem

I am trying to add the AP - Bills and Adjustments  &  Checks and Payments screen to the mobile app but I can’t get it to show up in the mobile app.I added the workspace to the mobile workspaces screen and the visible button was checked.I added the screens and checked the visible button: Then I went to the generic inquiry screens and clicked the expose to mobile application button  What am I missing that they are not showing up on the mobile end?