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Hello,I have successfully loaded my prices for 2025 but come to find out they were given to me wrong and now need to update what I already loaded. I cannot delete the sheet below and reimport. Does anyone have a solution of how to update the worksheet to replace the correct pricing for 2025? 

Hi Acumatica Community,I’m exploring the capabilities of Acumatica’s AP Invoice Document Recognition and would love to see a video or demonstration that highlights the following:How the system processes inbound email attachments containing invoices (e.g., extracting data from emailed PDFs). How it works with scanned PDFs, particularly in terms of batch processing. Whether I can drag and drop multiple PDF invoices directly into Acumatica and have the system recognize and process them efficiently.If anyone knows of existing videos, tutorials, or documentation that visually showcases these features, please share. Seeing it in action would be immensely helpful for my understanding and evaluation!Thanks in advance!

In the initial set-up of Acumatica and Vendor Classes, a cash account was entered in the “Default Financial Settings” for each class.  Now, we are using a new cash account to pay vendors.  We have removed the default cash account in all classes so feel new Vendors added will not have a default cash account.  We were able to mass update the cash account for all open AP bills using GI.  We would now like to update all Vendor records either by removing the old cash account default (i.e. default cash account would be blank) or the new cash account. We tried using GI, adding the “location” data to the Vendor record but were unsuccessful in creating the needed relations to accomplish the mass update.  Any and all help to get this update completed as a mass update is appreciated.

Hi Team,I have created custom project and task selector fields on the request screen.Currently, the selector displays all tasks, but I want it to display only the tasks related to the selected project in the task lookup.Please assist me in resolving this issue.Below is the code.     #region UsrProject    [PXString(255)]    [PXUIField(DisplayName = "Project", Visibility = PXUIVisibility.SelectorVisible)]    [PXSelector(typeof(Search2<PMProject.contractCD,    LeftJoin<Customer, On<Customer.bAccountID, Equal<PMProject.customerID>>,    LeftJoin<ContractBillingSchedule, On<ContractBillingSchedule.contractID, Equal<PMProject.contractID>>>>,    Where<PMProject.baseType, Equal<CTPRType.project>,        And<PMProject.nonProject, Equal<False>,                  And<PMProject.status, Equal<ProjectStatus.active>>>>>),  typeof(PMProject.contractCD), typeof(PMProject.description),  typeof(PMProject.customerID), typeof(PMPro

Hello all,I have bee trying to release time cards but it throws the following error: 

Hello,We recently (past 3 months) went live with Acumatica and are continuing to refine our processes and explore capabilities.    My current project is to set safety stock on certain raw materials so we can leverage MRP and ensure that we always maintain the necessary on hand material levels.   We have set our Inventory Planning preferences as shown below:  We have two warehouses setup in our system, MAIN (aka Finished Goods), and RAWMTL.  All of our raw materials are inventoried in the raw material warehouse.     We set the invetory planning values as shown below on a select group of raw material part numbers for testing: We then ran MRP and reivewed the Inventory Planning Display and were surprised to see that MRP was showing Safety Stock demand (see below) for us to purchase this material in the MAIN warehouse despite the fact that we have sufficient (greater then 300lbs) material on hand in the RAWMTL warehouse. For materials that do not have sufficient on hand inventory in the RA

It appears that AP recognition is not available on the sales demo instanceCan someone confirm if this is true / how to demo / test AP recognition ?

We have found when converting from an opportunity to a service order the salesperson name is wiped out.  We currently go into the finance tab and select the salesperson.  Anyone know why this is wiped out or if there is a way to prevent it?  Not a huge deal to re-enter it but it sometimes gets forgotten so it would be preferable to transfer over.  Thanks! 

Hello Community,Was getting a bit confused between the flow for Sales Prices (AR202000) & Sales Price Worksheets (AR202010) screen. How shall a user start with the same? Is it first from Worksheet to Sales Price or Adding a price line, creating a worksheet from the Sales Prices form and then releasing it in Worksheet screen,Kindly guide me out in the same.Thanks.

Has anyone ever run into the following error when trying to create a submittal revision: “Error: An error occurred during the processing of the field Contact value 102536 Only Active Contacts are allowed.”We were able to determine that the error was due to the person listed in the submittal workflow contact being a former employee, so their employee record was marked as inactive. As a workaround, we were able to mark the employee active again and then create the revision without error. However, is this a bug that needs to be addressed? An inactive employee record shouldn’t be the deciding factor on if a submittal revision can be created. There is no way to remove the inactive contact from the original submittal in order to create the revision. The only time the contact can be removed is after the revision is created, and only from the revision record. 

Hello,Has anyone experienced syncing historical orders from one e-commerce platform to another? For example, we previously used BigCommerce as our e-commerce platform connected to Acumatica, but we have since switched to Shopify.Now, we want to sync the historical orders from BigCommerce for our customers into Shopify. However, we found that the orders are filtered due to existing External Reference numbers. Clearing this field isn’t a viable solution since most of the orders are already completed. I can process the orders in the Sync History > Filtered tab, but I hope there is a more elegant approach.

Hi All, when I import Interest Account (4212), the system show “account cannot be mapped”. Does it mean I cannot import the balance for this account or what’s wrong? 

Sometimes we need to correct hours coded to a certain pay type.  The pay and the units both need to be corrected, but unable to enter a negative unit amount.

Attempting to create a Shipment from Sales Order.  I receive an error due to a former employee record being inactive.   I cannot find anywhere on the Sales Order or Customer Account where the former employee record has any connection?    Actual error recieved:  Inserting ‘Shipment’ Record raised at least one error. Please review the errors The status of employee Mikes is ‘inactive’?  This employee record has been inactive for over a year and has never caused this error prior.  I don’t know where else to look for the possible connection in Acumatica?

I cannot get “is in” to work as a realtionship condition in my inquiries.Running: Acumatica 2024 R1Build 24.102.0053 Here is the relationship in the editor: Here is the TranDesc on the Adjustment (INRegister): Added costing for receipt 018261 component XS29347-C-POT and FG S29347-CWhat I REALLY wanted was to ask if the Receipt Nbr AND Item Number are in the description. That failed, even though they are there. So I tried using the generic string “costing” and I still can’t get the data to link. Am I mis-using “is in” or something?

Hello all,I have extended a DAC in a customization project to add on 2 new fields; however, they are not showing up in Report Designer for me to pull onto a report. I have tried refreshing the schema and applying it to all, but still no luck. Any suggestions? Thanks!

Hello Community,I feel like this should be simple - what have I missed?Unit set has only two company branches rolling up to a total. All Comp node has NO DATA SOURCE:Unit Set - 2 companies rolling up to All Companies node.Report ‘Building Blocks’:Result is: Both Companies print correctly but the All Companies Roll-up includes only the LAST company, Company 2:Why is Company 1 left out of the All Companies Roll-up? We have no Company Roles active. This is version 2023 R1, Build 23.114.0025 .Thank you!Laura

Hello,Is anyone familiar with this error on the Assignment and Approval Maps? If I go into “Add Approval Map”, I can see all of the approvals in the system, but for some reason this screen we are getting this error on. I am an admin, and I have access it tells me. Thanks,RJ

What does Recalculate Account Balances? I’m trying to create a bank reconciliation but I’m worried it will destroy the information. 

Hello all,I have two issues with a generic inquiry I’ve written. I’ve tried (and mostly succeeded) to make an expanded Sales Order GI that includes information on the associated production orders.First issue: I created a margin % column in the result grid, and it calculates properly but when I attempt to sort the column ascending/descending, I get a divide by 0 error:=Round(CDbl(([SOLine.CuryLineAmt]-[AMProdItem.WIPTotal]) / [SOLine.CuryLineAmt]) * 100, 2)I also have the same issue with the markup result I created:=Round(CDbl([SOLine.CuryLineAmt]/[AMProdItem.WIPTotal]),2)I’m assuming it’s because there are a few orders with a 0 value and I can’t divide by 0… is there a way to include a IIF in my expression above to exclude any 0 values?A bigger issue -- duplicate results. After making a few additional table joins/relations in the GI, I now have multiple duplicate sales orders in my results.If a sales order has one sales order line, that SO should appear once (ex. line 1). If a sales or

I created a custom screen (Screen 1) with a custom DAC, which includes a grid.There is another custom data entry screen (Screen 2) used to input parameters. I want to display all the parameters entered in Screen 2 within the grid of Screen 1 and allow users to enter and save the corresponding values for those parameters.I tried this, but currently, I have to select each parameter individually to add it to the grid. Instead, I want all the parameters to automatically display in the grid of Screen 1 when the user navigates to that screen.How to do this?Any detailed instructions, tips, or code snippets would be greatly appreciated. Thank you!

Good day,The project billing does not include an inventory transaction when the project is billing for inventory used on the Project; we are currently on 2023R2.  I am not sure if this is setup issue and search Acumatica help does not give any hints on the issue.  Our projects are services provided to the client.  However, we do sell an inventory item used on the project.   We don’t bill for time; just the service so the billing type is Progress Billing.  The current process is manual; the Accountant will create IN issue when inventory is used on the project; this will reduce the inventory and create the COGS transaction associated with the project. (Payroll associated with project is also a GL transaction associated to the Project/Task.With the above background, now management wants to project invoices to include the inventory transaction.  (The same as the Sales/Shipment/Invoice process does.)  I am trying to figure the changes needed to configure Projects.  Maybe use Project Specifi

Hi,I am trying to develop a GI that shows me the main product along with its BOM and also shows the total inventory I have of each component in all warehouses.I can't get it but when I apply a filter I automatically receive the message.Can someone help me?The main GI is Purchase Planning Report. 

I need to pass the selected combo-box parameter to be  printed on the report .For e.g. if i select 123 on below i need to print that selected value (123) on the report.  

My client has a manufacturing order that use batch sizes for materials. i.e.  200 items per box, 1 box tag per box and 2400 items per pallet, 1 pallet tag per pallet.  They are all set to backflush.  The MO looks correct, but the client states that it keeps backflushing too many pallets etc and they have to continually add additional and count the inventory.In digging into this, it looks as if every line of a labor entry for a date creates the backflush issue of the pallet, tag, etc.  If there are 3 lines on a labor/clock transaction with quantities, it backflushes 3 times -3 pallets and 3 boxes -so too many pallets and not enough boxes.I am getting confused in reading through the help menu on how batch sizes are used.  It seems that the finished good should perhaps have data populated on the stock item IN202500 manufacturing tab for min/max order qty and lot size?  I have been brought in recently on this client and am not familiar with this.How do I get this set up correctly to recogn