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HI there, I may be in a unique position, but I would like some help. We had an order that went through that someone forgot to charge Tax on. So, to rectify this, we created a new order, and used a noninventory item with a value of Zero, then set the Taxable amount of that item to the missing tax amount on the previous invoice.  However, now when trying to create a payment, I run into the following error:“Error: An error occurred during processing of the field Order Nbr. value SI195384        AR Error: The order cannot be applied, the specified combination of the order type and order number cannot be found in the system.” I have tried manually making a payment from the Payments and Applications screen, however I run into the same error there, even if I make sure the Application Date matches the Document Date.  Has anybody else experianced this and been able to resolve it?

Is there any settings in Acumatica that would show some sort of error that the same Name, Email Address, Mailing Address, or Telephone Number has been used and is already associated with another customer profile?

I have a vendor that requires a account number to show on the remittance advise. I can’t figure where i could enter it on the vendor profile to have it show. 

Hi There, I tried to attached invoice to AP bill but got an errorcode: 406. Could you please advise? Thank you.  

Hello everyone,I have created three advance invoices (Prepayment Invoices) for the following invoice, two of which have already been paid and one is still outstanding. What do I need to change so that all advance invoices—both paid and unpaid—appear on the final invoice?  Thanks in advance.

It appears that after an upgrade, a patch, and sometimes even after publishing customizations, any edits made to the menu are rest back to the defaults.This is a pain for individuals but also when we make a change that should be applied to all users.Changes to the Menu Items such as renaming “Construction” to “Projects” or “Services” to “Field Services” are lost.The order of the items also gets lost after these activities.Should these changes be made in a customization package?  Can they?The favorites menu seems to stay intact and so does a custom workspace we created.Any thoughts?  Thanks 

Hi -We need the functionality to send a business event email that contains a group of records from a GI, rather than separate emails for each records. This has come up in multiple scenarios, and it seems the only option is to create a custom report to attach to the email, or just send a generic email with a hyper link to a GI. This functionality is highly needed - we have consulted with our strategic partner and have been told it is not possible. Here are a couple of current scenarios, but I could see multiple areas this functionality would be necessary:Email that contains all purchase orders or purchased items that are more than 5 days late in arriving. Email would contain a list of each item with its description, project and promised date with a hyperlink to corresponding order. AP Approval emails - our employees are getting bombarded with many approval emails in a day. A more sustainable solution would be 1 single email daily with a summary of each item to be approved.

Client has need to email AR Invoice to email addresses that are not exposed on AR Invoice.  AR Invoice is created and a Project ID is entered.  When clicking EMAIL in the AR Invoice it uses the MAILING ID seen below that is on the Project.  That works OK if the only email addresses I want to send to is already exposed to the AR Invoices screen and subsequently the email template (screenshot 2).  However, none of the project email addresses are available and we need to CC 2 people (Proj Mgr and Salesperson) that are listed on the related project.  Since none of the Project screen fields are available how do I create a new email template that I can use.  I created a GI that listed AR doctype, refnbr, and all of the email addresses I want to send to per invoice.  I created new email template referencing the GI containing that data and then changed the INVOICE MAILING ID to reference that EMail template.  I can see the email addresses to select in the template, however when I EMAIL it does

I am trying to do a prepare a physical count in Acumatica 2025 R1Build 25.101.0153.3 trying to bring the items with zero quantity and they dont show.  This is something I was able to do in version 2024 R2Build 24.207.001 Does anybody know why that is and how I can get this done in version 2025 R1Build 25.101.0153.3?  

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.

Is it possible to include the items in zero count in the physical inventory count? I am trying to include the items that have zero amount in the Inventory Count but doesn't allow me to it.

Is there a user group conference for the Southern Region of the USA coming up in the next few months?We have a couple of users that are wanting to attend a conference.

Hello, Does anyone know what would make the “Total Allocated Amount” and “Amount Total” for a landed cost entry not be equal? Below is an example. 

I have discovered that the global search fails under certain circumstances.  Is there a document that indicates what words will return invalid search?  (I did restart Full Text Search)Examples: 

Hello I am working on having a template auto populate when the inventory is selected some of our products are customizable in certain sections and it would be convenient if prompts could auto populate in the record note so they do not need to be retyped every time. Has anyone had success assigning specific stock items with an assigned record note every time the inventory ID is typed? Thank you for your help,JKrug

Hello! I want to send an automatic email to customers on December 1st to remind/teach them how to set up Fiscal Year for the next year. Is there a way to automatically send this email from the system if there is no event that triggers it? I thought about using Business Event but I can’t think any changes in the system that would process this, other than maybe when system date changes? But I’m not sure if that can be done with Business event.I also thought of Automation schedules, but I don’t have a screen ID to use that would cause this email to send… Any ideas? Thank you!

HiI am want to add the purchase order number to the below screen, on the details tab on landed cost screen. I want to add another column. Currently i am only able to see the PO receipt number.   

Hello, In our stock item screen, we have 2 options for the “Default Mark For” setup, production and purchase. However, there are a few items that are showing numbers instead of purchase or production. See the below screenshots for part number 021. You will notice, it is setup for production, but on the stock item screen it shows “10.” I have included a shot of the GI setup as well. This is only happening on a few stock items and does not seem to matter if it is setup as production or purchase. Any ideas on why this has happened and how to resolve? FYI, I already changed the item to purchase, then back to production and am still showing the same “10” 

Hi, I have a one dashboard in Acumatica 2024 R1 and need to display the value of a calculated Gross Profit field as a percentage. Currently, the calculated field shows as sum of Gross Profit % column in the widget. For example, in my Generic Inquiry I created a calculated Gross Profit % field using a formula like: =(IIf(Sum([ARTran.CuryExtPrice]) = 0, 0, (Sum([ARTran.CuryExtPrice])-([AMProdTotal.ActualLabor]+[AMProdTotal.ActualMaterial]+[AMProdTotal.WIPAdjustment])) / Sum([ARTran.CuryExtPrice])))*100 This displays correctly as a number in GI, but when I add it to the dashboard (KPI or Chart widget), it doesn’t show as a percentage. Can you please advise the best way to calculated Gross Profit % field so that it displays as a percentage based on formula on the dashboard?  

I wish there was a way to view API requests or logs from the UI…  The platform is so robust when it comes to API’s and the only thing we can see is from events to the database. This would help a lot when it comes to troubleshooting and implementation!

Does anyone know where this perm lies? I need to activate it so a user can edit a customer contact. I have searched in Sales Order, Receivables and Hidden but have yet to find the correct perm.

When raising a change request, My CR is picking the costs correctly from the supplier price worksheet. However when a change request is converted to the Change order, for the items which are  already a part of the Cost budget tab reflect correct costs/Unit rate on the Change orders.For the item which are missing and are newly added from the Change request to change order, are added to the cost budget tab but with a zero costs. I have done some reading here based on the below and it shows it will select an avg cost for this. Currently as it stands it seems for project based inventory enable/disable setting the avg cost doesn't exists as project based inventory is the only way our client deals. The issue with this when they are marked from Purchase order from Cost budget tab lot of the items are zero costs. This is causing a lot of issues. Is there any way or a workaround where the costs doesn't need to be put manually on cost budget and are reflected from the change requests to change o

Anyone who encounters the same issue? I have tried resetting the cache and restarting the application through Apply Updates page but still the issue occurs. I have also tried restarting the whole server but still the issue occurs. I encounter this one when I attempted to publish the updated customization. I tried to publish my customization package to another instance and server it push through. 

I encourage my team to add a product idea whenever we find something that could be improved in Acumatica.It would be useful  to see what my Ideas team have raised and to see the progress.ThanksJames