Everything Else

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!

Hey everyone,Quiet some time ago I found this fantastic report that showed a lot tracked item and every transaction (sales order, receipt, production order etc) with it’s lot number. It was FANTASTIC and I can picture it but I can’t find it in ACU hoping someone can rattle off the name of it with that very vague description. I know the report lines were collapsible and expandable and there were some icons/images on the report. *sigh* Anyone have ANY ideas?

Is there any way to mass create purchase receipts for purchase orders? I need to somehow mass create purchase order receipts for drop-ship POs. I know there is a mass action button for POs that makes me believe this is doable but it only creates a purchase receipt for the first PO select on the list which makes sense since a purchase receipt number has to be created (and that is only created after a purchase receipt is saved)

We had to backdate a payment to our customer’s account.  After posting, we realized we had entered the amount incorrectly (the handwriting was difficult to read) so the payment was voided.  Unfortunately, the payment was posted in May but the void was posted in June.  As a result, the May statement balance is not correct.  Is there a way to correct this?  

I am having an issue adding more than ten credit cards to a customer’s profile. I found a previous thread that was solved by updating the maximum credit cards per profile, however, it didn’t work for me. Even when there’s expired credit cards that are marked inactive it seems to still be counted towards the credit card profile count.Can someone please help me solve this?

turn off push notifications? but SMS/email event needed.

Hi community, I am trying to setup a few financial reports to email weekly out of the system, and I know I need to save the template and then schedule the template. The issue I am running into are the financial period parameters. Is there a way to set a template that dynamically pulls in the current financial period so that I can then put that template on a schedule? Otherwise, I don’t see a way around having to create a template for each period which wouldn’t work in the long run. Thank you,RJ

Hi Everyone,We use Google chat for internal company communication. Links we copy and paste into google chat do not populate correctly. The hyperlink display text is exactly what the URL should be but once it is clicked on, it populates this (W(20653)) string after the .com as “/%28W%2820653%29%29/”ex:hyperlink:https://company.acumatica.com/(W(20653))/Main?CompanyID=Roofed+Right+New&ScreenId=00000000What

Hi Acumatica,I am trying to add a customer Attribute DEALERCODE to the customer statement; however, when I refresh all on the tables, I lose fields rather than gain the Attribute I am looking for.  It is the out of the box Customer Statement report, but I cannot get the Customer Attribute I am looking for to show up I was able to get it to pull in on the Invoice and Sales Order layouts, but not this Customer Statement. Any suggestions? Thanks,RJ

We are creating a business event to trigger an email if a POLine Promised Date changes by more than a certain amount. The logic for the comparison is, if the change in date of the Promised Date is greater than 20% of the difference between the old Promised Date and Today() we want to trigger the email. I cannot figure out how to reference both the old and new value in the Trigger Conditions to achieve the desired result. I can’t be sure, but from my testing, if I chose Operation: New Field Value or Old Field Value, the value of Promised Date field on both sides of the Condition are value as specified in the Operation. How can I get both new and old values together in an expression to compare these to decide if the date change was significant enough to trigger the Email Subscriber?

Hello,                  Very strange,  I have a same customization project,  I can open and view it in 1 web site with SSL connection on.  While another web site display empty in the project editor with NONE ssl/tls connection.                      Is there any restriction on it? What is the logic behind it?

Hello Acumatica Community,I’m an emerging ERP consultant with a strong accounting foundation and five months of active networking and self-driven learning in Acumatica. I’m reaching out today to ask for your advice, mentorship, and/or any entry-level or volunteer opportunities you may know of.🔍 What I’m Looking For Hands-on Acumatica training (Data Cleansing & Migration Mapping, Testing & UAT Coordination, End-User Training & Documentation) Short-term projects to build real-world experience and references Mentorship from seasoned Acumatica pros on best practices and certification prep 💼 My Background Accounting & ERP Experience: Full-cycle AP/AR and automation  Designed a mock Acumatica implementation: configurati

I searched but I wasn’t able to find anything.  Has a date announced as to when the 2025 R1 release will be available to all customers. We are currently on 2023 R2 and want to upgrade before the retirement date of that version which I believe is May 30th.   We are looking at going to 2025 R1 instead of 2024 R2.

Acumatica currently charges their SaaS clients a 25% Retired Version Premium when upgrading from a retired version. Our VAR has informed us that Acumatica will start to charge the same 25% fee to private hosted clients as well. There is no press release that I can find and our VAR tells us it came from their source at Acumatica. Can anyone else confirm this?

Does Acumatica or any partner have documented best practices for managing the publishing of customizations that can be shared with me?  I am looking for a customer facing document to explain the need for discipline and coordination where customizations are created by multiple sources. Edit, I did find this blog post https://www.augforums.com/publishing-an-acumatica-customization-project/.  However, may main point is that I need to reinforce rule #2.

Hello all,I have been wondering if its possible to enable UDF for the Stock/Non-Stock Items screen. If not then how can we get this. We are not looking to make use of Attributes tab & apart from customization what are the other options? Thanks in advance.

how do i get the “Download Outlook Add-in Manifest”its not displaying in my profile page. 

Hi Acumatica,I am trying to add parameters to a report for Inventory Transfers. I need to add DocType and RefNbr. I have run into this issue before, but the DocType allows me to select from the dropdown of Document Types; however, I cannot get the RefNbr to do a lookup of the Reference Numbers.  

Hi all, Apologies if this is in the wrong area, I couldn’t find a more apt one.  I’ll be attending not one, but TWO Acumatica UK Roadshow events this year.📍 Stratford-upon-Avon – May 14, 2025📍 London – September 16, 2025I’m looking forward to meeting other UK-based Acumatica members, so let me know if you’re attending one of the above and let’s connect! Thanks,Pete

Hi there! We have been facing an issue related to MYOB Advanced ERP (Accumatica) Filter($filter) option.When used $filter parameter in REST API, pass multiple conditions with 'or' operator.Like this in URL '$filter=CustomerID eq '21FEBUSER' or CurrencyRateType eq 'SPOT' which gives us this error:"exceptionMessage": "Only AND logical operator is supported","exceptionType": "System.NotSupportedException"Is there any solution/api/help available to get multiple record in single request to pass multiple condition from Acumatica ERP in REST URL.  

I’ve searched here but couldn’t see this specific question asked, but I have a customer who just went live and now they want to increase the length of the inventory ID from the current 15 to 25.  Can this be done safely with items already existing in the system?  Will those items be unaffected if this is done?  Thanks.

Do we know when a new build will be released for 25R1?  It seems the original from about a month ago is the only one available.  25.100.0054

Hi all, Does anyone know how to get the Task Body (where often we have a template that populates it) into the Email Notification sent to the assigned group/user?I’ve tried ((Activities.Body)) from the Data Field dropdown and ((CRActivitiy_Body)) here but it doesn’t yield anything in the Email received. The Email Template is sent via a Business Event for “trigger by record change” and not an Automation Schedule.  

Will Acumatica charge for the weekend upgrade process. If yes, how much will be changed.

Dear Experts,This might be a silly configuration issue, but I’m stuck and need your help.I created a new Discount Type with a Sequence: Now, when I tried to apply this discount code to an Invoice Document Detail, system still complains that there is no matching discount sequence to apply - can you please let me know how to fix this? Thank you very much!