Solved

Good morning, I’ve got an issue with the Print/Email AR Documents.  When we go to process emails, we got the error There is no active notification source to process the operation.  It looks like this is due to not having a email template set up for this function.  But, we have a modified email that gets sent when we process a email directly from Print Invoices Report.  Where would this information be stored if I don’t have a template set up?

When attempting to Import the L100 snapshot on local instance of 2025R1 the following error is produced:Package version ‘25.100.0054’ differs from application version ‘25.101.0153’.The current tenant is already loaded w/ U100 as can be observed by the Gibbs user, but I don’t believe that should pose an issue given I am only trying to import the snapshot at this point.When looking online for I wasn’t able to find a Build 25.100.0054. 

Basically, I’m looking to build something similar to the Tenant select combo box on the standard Acumatica login screen.Is there an API call that will return the tenant list of an Acumatica instance?

Hi. I have a custom AR Aging by Salesperson report. There are parameters “From Salesperson” and “To Salesperson” on the report, so it can be run for all salespersons or only an individual one. This all works great.Separately, I have set up and tested a business event (with associated email template and automation schedule) to run the report and email it on a schedule. This is working for the full report. But I need to be able to run each individual salespersons report, based on the from/to parameters and then email to each individually. I see that you can put the report parameters on the email template, but how would I tie together those parameters with the associated email address for that salesperson?Is this possible?

Installing a new local acumatica installation for testing purposes. The installation went fine with no errors but when I try to go to the web page to log in I get:HTTP Error 500.19 - Internal Server Error The requested page cannot be accessed because the related configuration data for the page is invalid.IIS works fine because I can pull up the page for the default site. Grateful for any insight on this.Thanks in advance!

What is the proper format for a DateTime parameter when using  OData against a GI that has parameters.A simple sample would be getting a list of customers modified since a certain date / time, assuming parameter name is ModDate. ParametersCondition to apply parameterODataDateText_WithParameters(ModDate=2025-06-01) == 500 - Specified cast is not valid.ODataDateText_WithParameters(ModDate='2025-06-01') == 404ODataDateText_WithParameters(ModDate=2025-06-01T00:00:00Z) == 400 (problem with : )I’ve tried other formatting techniques such as URL encoding the values, encoding the entire parameter string, even asked AI, but that just sent me in circles trying the same things over and over, getting the same results.The only hack I’ve found is to have the parameter derive it’s type from a text field (such as Account Name), and then pass in the value as a string : Mapping to a string schema fieldODataDateText_WithParameters(ModDate='2025-06-01') == works when parameter is mapped to a string field i

When trying to correct an “Open” Invoice (utilizing the … → Correct Invoice),  Customer is getting this error.  Is there limitation on the IN standard order type that prevents the “Correct Invoice” button from being used? 

Hello, I’m trying to create a GI that shows when the quantity of an item ordered is more than available for the item. What we currently have set up looks at individual line items and compares the line items to the qty available. However, we have noticed that one stock item will be used for a 12 pack and a 6 pack non stock item, for example. If someone orders both the 12 pack and the 6 pack, those show up as two separate lines items. We just experienced a situation where the whole order total should have been put on Back order, because there wasn’t enough of the single stock item, but it did not show up on this GI because neither line item by itself was more than the qty available. Does anyone have any suggestions on how to get this condition to look at the whole order, but still specific items? Thanks!

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 

Hi I have some code in supplier screen which is approving new suppliers and updates bank details, the code works but clicking update banking details twice only triggers the proper execution, I believe this is related to a caching issue?Please let me know possible fixes for this issue.Thank you!

Hi, I’m new to acumatica. I want to know if I can add a ‘Hold’ action to this in Bills and Adjustments? If yes, how can I do that? Thank you

Would like to add the ability to search for a Customer by address when selecting the search icon in the Customer ID Field. When selecting the search icon a new window pops up to search for a customer. The customer address is not available in this window. How do I add it as a searchable column? 

What solutions have you implemented for costing equipment to projects at non-hourly rates? For example e a company owned jobsite trailer is on the project and they’d like that to cost to the project at a monthly rate for so long as it is onsite. Other equipment gets costed weekly or on daily basis. They’d like to assign the equipment and have it allocate automatically, not relying on equipment timecard entries.  I have a couple ideas but interested in hearing what has worked for others. 

Hi Chris Hackett:Why can’t I view the past event recordings? Were they not recorded? They should have been recorded.Example” Thanks for your help Toon SixToonSix@intercs.com

Hello everyone,I am trying to create an import scenario to bring in a sales order and create a prepayment on that sales order. I am able to bring in the SO just fine however the prepayment does not seem to be working. Has anyone been able to import with this button?The error that I get is: Here is how I have my import lined up: 

Hi guys. Does anyone know how I can get text to wrap in excel, after designing a report in Acumatica Report Designer, It wraps when I export to pdf, but not in excel. All relevant settings such as “Wrap Text” is set to true, but the lines wont break in excel, it appears as one straight line. Does anyone know how to assist please?

Hi, I am creating a GI and meet an issue. One of my result grids with a COUNT aggregate(A) and another of my result grids is a formula(B). I want to use a formula to divide them to get a percentage result (A/B), how can I do it? Attached with the XML file.  

Hi All,The reason I want to import is so that from one Service Order, the system can automatically create multiple appointments, allowing staff to see their calendars for the scheduled period.I’m trying to import appointments from a Service Order. The business event and subscriber run fine, but the appointment never gets created.I’ve attached my GI and mapping — could you please take a quick look and let me know if you spot any mistakes? really need to fix this soon.Thanks a lot!I use generic service order FS3001PL as data provider  

I am trying to set up my Carrier Labels for both UPS and FedEx integrations. I have verified UPS and FedEx have a ZPL label format file type chosen.Do I have to go to Report Designer for the Carrier Label form and build a label from scratch? I assumed Acumatica, via its connections built in for UPS, would have a UPS label file already built.

The custom table includes the NoteID column.  It is available for users to populate manually on the custom form, however I don’t see the “Note Text” field as an option on the import scenario list of fields.Thanks in advance!

Hi! I need help pulling some information from the customer account in Acumatica.  I need the bill-to address and bill-to info found under the billing tab of the customer profile.  I also need the customer’s shipping account information when we ship using the customer’s carrier and account coming from the ship via field on the shipping tab of the customer profile and the carrier account also found in the shipping tab of the customer profile.If someone could send me screenshots of how to set it up as I don’t completely understand how to find and pull the information from tables it would be really appreciated.  Otherwise, I would have to go through accounts one by one and and manually fill this information in.Thanks! 

I have a customer who uses EDI.They will send me an order for items and a display case.I want to invoice the items via EDI, but NOT the Display Case; that case has to be manually invoiced to the customer’s platform.Is there a nice way to do this? I’m trying to avoid asking them for 2 orders, but I can’t think of a better way to isolate these Display Cases. THANK YOU!

We work with hundreds of vendors, some with whom we can drop-ship and some we cannot.  Is there a mechanism by which we can prevent a user from creating a drop-ship PO on a certain items or with certain vendors?

i am getting error when i process sales order with in-store pickup option. I have Laval already mapped to my Ship Via. Each time I process the order, it creates a new field as pointed with a red arrow. Can you help me fix this? Thank you! 

Hello Team,I have a business case where there is an Purchase Order with 10 items. When doing receive we found out Vendor only send 4 items but already issue invoice for 10 items. Question: which record to use in this case to record 6 missing inventory?Expect Accounting:Record for missing inventory  Debit Credit Inventory missing Account  Amount   Payable Account   Amount Record when Vendor ship 6 items back  Debit Credit Inventory Account Amount   Inventory missing Account     Amount  Thank you for your attentionYên Chi