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The B2B portal, the default prices are not populating, it seems to be for things only in stock though. The base price is not an editable field. The default price is labeled base price in the portal (as a customization). Does anyone know how to get those to populate? 

We want to hear partner and customer suggestions on CRM Case Management features. About Case Management:Today: case management solves problems related to tracking customer issues such as billing questions, product concerns, general questions, order status, and more. You can track the time that your support reps spend resolving cases and have the option to bill for cases by unit or hour. (more on acumatica.com) Upcoming Releases: we want to expand Case Management to better integrate with other areas of the product and provide additional Help Desk functionality. Suggestions include: vendor cases, searching within cases, case history reports, automated escalations, embedded satisfaction surveys, additional SLA monitoring, etc.Next Ste

Hi !Just updated to the brand new 2021r1 and we have an issue with the autocomplete feature when used to find a client or a vendor reference.On the previous Acumatica version we used (2018r2), the autocomplete suggested only clients/vendors of the default family. I mean by that, the family set as default on the client/vendor preferences screen :Now, it suggests clients/vendors from all the families.How to apply the “default family” filter to the autocomplete suggestions, so it suggests only clients from the client family set as default in the preferences (same with vendors) ?Thank you :) 

Is there a way to set up a default task in acumatica that has preset sub tasks? For example if we want to create a task to process a customer refund and what some of the bigger steps associated with that task as sub tasks, is there a way to have that pre-programmed in Acumatica?Thanks!

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, i am adding the actions in my new screen but all actions display in only actions in my category display only reports,actions,inquiers don’t show the printing & email etc..  categorys? how create remaing ones?

My client has asked about uploading AI files to requisitions so that the design files can be reviewed with the requisition. I want to caution her about file size and how that affects the space and affects of the database. Will someone advise on best practice? 

Summit 2025 RecapThank you for your interest and participation in the Acumatica 2025 Summit. Everybody left Las Vegas invigorated and excited to help us build the future of business together!Link to keynote recordings (sign up required): https://summit.acumatica.com/Summit 2025 Breakout Session Presentations - Core PlatformAttached are PDF versions of the PPT presentations from our breakout sessions.

Hello everyone!In Acumatica, we are dedicated to provide the best support for our partners and customers. This requires constant improvements to the process of working with cases for both our clients and Acumatica Support.Last week, we’ve updated process of closing cases from Acumatica Customer & Partner Portal. These changes will help our clients to evaluate if the solution provided by Acumatica Support worked, to classify if the case is no longer actual for the client, or if it was resolved without our assistance, and leave the additional comment upon closure. It will help us to gather better statistics on how fast Acumatica Support provides solutions and how many cases are being left without one.What differs from the previous process:There is a new step when you use the CLOSE CASE button (1) from the Portal which asks you to specify the reason for closure (2). Additionally, you can leave the comment (3). Plea

We are using Project Issues as a way to create custom forms that users can fill out from their mobile device.  When they close the Issue, a PDF report of the form response gets emailed to them.  I’d like to be able to put a link in the email body so they can click a link that will take them directly into that form response (Project Issue) in the Acumatica Mobile App, rather than taking them into the browser.  Is this possible?

In the Classic UI for fields such as the Transaction Description on the Sales Order Details rows, if you press Control Enter, you could add a second line to the description that would show as a second row on print outs.  The Control Enter inserted a line break.This is not available in the Modern UI.  Well at least I cannot get it to work.Is the restoration of this functionality planned?

In the Report Designer, I have the ExportFileName configured which works great when exporting to either Excel or PDF. However, is there a way to have it applied when clicking on Print and then send it to PDF?So when previewing the PO on screen, the end user would select Print (Imprimer) and then export to PDF.  Is there a spot in Report Designer to define the FileName?  ThanksJoey

I am trying to add the field ‘workgroup’ to the dialog box that pops up when you click convert to opportunity from a lead. I would like the user to be able to select a workgroup for the opportunity at this point so they don’t forget. I have found where to edit Dialog: Create Opportunity and can add a new field, but I can’t seem to get it to be a selector of existing workgroups. Not quite sure what I’ve missed. Is anyone able to assist please? Thank you.

I have BigCommerce B2B sandbox, customer reference number is available in BC checkout as a optional field. P.O and CC are the payment option.When selecting P.O as payment, everything is good, P.O number is imported to its right field in AC which is Customer Order Number. So here is the issue, I want to make use of optional field, customer reference number, and once a customer select a CC as a payment option, that field should be in Customer Order Number field in AC. So we did mapping, Customer Message to Customer Order, however AC seems to ignore the mapping on that field, its just weird that I map same customer message to different field in AC (like description) and its working fine.. 

Hi,We have a client that is trading in multiple vehicles in a package deal to purchase multiple OTHER vehicles. Do we fully dispose/sell the originals and create/purchase the new? What about the NBV of the old assets being transferred to the new?Thanks.

Wrong forum.

Our customer has 20+ scanners in the warehouse and is using Acumatica WMS. The mobile app requires that each username be stored as a separate account. The management of individual user accounts on each scanner is time-consuming, especially with high warehouse turnover. They really like the ability for each employee to have their own user configured, but this mobile app limitation is causing an issue.Does anyone have ideas about an option to change the mobile app login functionality to create the account with only the url, so each user would need to enter a username and password when logging in? (similar to the web UI login)

How do engineering or Time & Material project billing firms handle overtime processing and billing of time entry? What are they doing to process billing in an efficient way? Here is our issue:If OT needs to go to a different account, then payroll is required.However, payroll uses a different processing date than the time entry items. Our client must have payroll in order to break out OT separately from time entry.  That seems fine, except the date of the payroll entries go over as the check date.For example, the time cards are posted to project as 3-16-3/31, but the check is dated 4/1.  This then reverses the regular time and post it again but the payroll entries have the new date. Which causes a couple problems with Billing the entries. Also, it creates a LOT of lines in the project side and using allocation it creates many more lines in the bill, which even if we try to group due to the dates issue doesn’t come out cleanly. 

We publish a new Quick Tip every Tuesday.  These are one to two minute short tutorials or How To Do some of the usability features within Acumatica such as setting up user interface favorites, search functionality, attributes, etc.  Please check them out here: https://cfbs-us.com/acumatica-quick-tips-channel/ Thanks and if you have ideas for new quick tips, please let me know!Nancy Phillippi214.347.7428 

Hi Everyone! I just wanted to share that Strategies Group has been working on our video series for the past year and we are looking to do more videos! We’d love your suggestions for topics that might be a good fit that users are interested in learning more about! Check out our series and let us know what you think:https://www.youtube.com/playlist?list=PLGVCHmpJ4_woPSCyGrLEC7vHFV4N198fn 

Is anyone using Nectari?   Have you successfully synced your data with Nectari and Acumatica?   Are you able to create the views needed in Nectari?   I’m working through getting the data connected for our various dashboards and would be interested in talking with other users to share info and tips.  Thanks!

I am testing the integration with ShipStation and have run into an issue. When a shipment is confirmed back into Acumatica, the shipment’s box/package contents are empty. I hope I’m missing a simple setting somewhere?I don’t see anything in the documentation saying it should do this, however this is a required function in order for our Amazon > Acumatica connector to work.   

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!

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?  

Hi,I am trying to do a custom action (“PAY”, “CONFIRM PAYMENT”)  in the screen SP402000 in the Acumatica Customer Portal that creates a transaction in the ERP. At the moment the action I created works for all records in the following grid. I am currently missing the part in which I can select the records that I want to process in the grid. I tried adding a check box column and changing the Skin ID of the grid from PrimaryInquiry to Primary so I can try to edit the records but it didn’t work.Any ideas on how I can make that checkbox editable?