Everything Else

If a vendor discontinues an item and we plan on purchasing a different item to replace that stock item, is there a way for me to “link” the 2 items together so that my forecast will be able to tell me how much of the new item I need to order based on the old item history?

Certainly we can’t be the only company using Acumatica that has this scenario.User A creates a quote and user B has access to the branch the quote was created on.  Both users have the ability to edit at the same time but user B selects SAVE first which causes “another process” error for user A and they loose their work.I saw another discussion that was closed so opening up a new one.  Workgroups wont’ work here, approvals are too heavy, neither would access or row level security.I would think that the Created By user could edit and give access to employees to edit but if one user is in a transaction and another users accesses it it would tell them who is editing the transaction so they don’t overlap.  Think shared Microsoft files with edit permissions.Thoughts?

I have a requirement to disbale access on the complete order action on the Sales Order form for some users. I tried to set the access as Revoke on the Access Right By screen form. The path I followed is Access Right by screen > Sales Orders > Sales Orders > Sales Order > Compelete Order.Howver, Once I save the changes it will go back to the Inhertied status without revoking. How can I update this. TIA. 

Hello all,Is there any way that users can bring in the older mail data into Acumatica?

Hi, do you know why this is showing as ‘billable time’? I’ve checked the timecards and it is not tagged as billable. 

Hi, I need to set up a fuel levy (fuel surcharge) per carton amount ($0.20) to auto apply on purchase orders to a specific supplier and then $0.30 to auto apply to customers when ordering products from this same supplier? How do I do this?

I am logged in as Administrator and can see the option for Prepare Invoice in the Action drop down for Process Shipment under Sales. order, but other users cannot. 

We are looking to try and use the “selector” type attribute. However, we want to have the ability to open the record that was selected. Currently, I am only seeing the magnifying glass which brings up the table to select the data record we want. Is there a way to add the “pencil” or a hyperlink in order open the data record once it has been selected? Thanks! Selector attribute only allowing record selection, not access to the selected record. 

 Can anyone confirm this works for them in 26 R1? 

We’re using Acumatica’s WMS and we’ve run into an issue with a pick list that was started by one user but not confirmed. The original picker left for the day without completing the pick, and now the pick list is essentially locked—no other users can access it, either through the picking screen or the pack-out stage.Is there a way for a different user (such as a supervisor or another picker) to either take over the pick list or force it into a confirmable state so we can move the order to packing?Any guidance on how to handle in-progress pick lists that are abandoned before confirmation would be appreciated!

Hello all,I am releasing a tool that I created using Claude Code (open source, github). I wasn’t going to download compliance documents one at a time to submit to auditors and vibe coded this tool.  Hope this is useful for someone. Source and pre-built binaries are at : https://github.com/hallboys/AttDown4AcumaticaAttDown4AcumaticaBulk attachment downloader for Acumatica ERP — any entity, any filter, any destination.Acumatica's UI lets you view attachments one record at a time. Auditors, compliance teams, and anyone doing an annual document pull want them in bulk. AttDown4Acumatica walks any contract-based REST entity that exposes Files, pages through matching records, and streams the attachments to local disk, S3, Azure Blob, GCS, or (stubbed) SharePoint. PLEASE READ

Working in 24r2 version, creating an email template with table inserting release AP check application history.   I believe the view ‘APPost’ is correct as the email does display table entries for the number of documents in the application, but each table entry is repeat of same information.  I have changed the data elements to many different selections, sometimes nothing is displayed.In 24r2, the selection is ‘ADJUST HISTORY’. Visual viewHTML viewemail body created 

We have some shipping terms that are outdated and should not be used. However, they have been used previously, so we can’t just delete them, as it will break past SOs. Is there a way to handle these in the system to prevent their use while retaining their historical record?

Hi All, in the modern UI when you click the Filter Settings button, it doesn't open the Filter Settings dialog box at all, as expectedly on normal functioning.had to switch to Classic UI, for that particular form any time i need to open that Filter Settings. just wanna find out if this case is unique to me, or is a widely known issue with the Modern UI?thanks!  

Can customer use Acumatica 2024R2 until June 2026 when this version retired on 5 May 2026 ? Because the expired contract customer will due on 24 June 2026

Does anyone have any preferred setups for handling expenses incurred on corporate credit cards?For context: We have 40+ corporate cards held by employees, each of which tends to incur 1-3 charges per day due to the amount of travel involved in our business. A very large proportion of these charges are fuel but the rest could be anything from lodging to supplies to recurring subscriptions.We implemented the Acumatica Time and Expense Module with bank feeds to import transactions so that employees could attach receipts and code what the purchases were for. However, this has proven to be an extremely clunky system and isn’t working particularly well for us because:The charge doesn’t import on the day it was made causing employees to have to wait 1-3 days to be able to attach receipts and then it can take another 1-3 days to route through the approvals process The fact that you have to claim a receipt then create a claim for the receip

Has anyone integrated Fresho with Acumatica?Our management wants to use Fresho to answer incoming phone calls and automatically create sales orders inside Acumatica. Has anyone done this implementation before?

I’m editing the email template for Dunning Letters.I want to include a sentence that has the due date for the overdue balance. 14 days from the day the letter is sent=Today()+14 isn’t something that works when I add it into the template’s email body. What’s the trick to get this to work?

What 3rd party Product will you recommend for the user-configurable certificate?

I would like a report showing the invoices for customers by ship to state. 

We recently updated from 24R2 to 25R2. For HIPAA and data security reasons, we need an audit trail on our customer accounts. 24R2 and previous releases, clicking audit history from the AR303000 showed ONLY the audit history for the current client.After the upgrade, the audit history shows audit history in chronological order for all accounts, and only about 2 days worth of audits shows up on the page.Screenshot of current audit history--expanding the history shows field changes for any customer, not just limited to the customer ID.Same customer - audit history from 24R2 (we still have a testDB prebackup). expanding the changes is limited to the customer ID.  O

I received a payment from a Vendor that is a refund for a previous invoice paid.  How do I process this transaction to show that this vendor paid me back?  The refund exceeds any of my invoices and all invoices have already been paid.  So there is no open invoice to apply a credit to.  Need some help.

 Love seeing this on my desktop every day!  (This is a login banner from 26R1).   

I have a publicly traded customer who is looking to track any changes made in settings in Acumatica.  They have asked how to track the last modified date for any report in the system.  When you go to a report form in Acumatica like AR641000, there is no DAC schema provided and you know that the entries on the Report Versions tab must be stored somewhere.  I have two questions:What table in Acumatica is there a list of all the existing reports? What table are the Report Versions entries stored in?Thank you,John