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Hi Community, I was referred here by someone from support. Does any one have already experience an issue on the invoices after the upgrade? The invoice from service order has a direct link which shows on the related document of the invoice. After our upgrade, the related svc doc nbr (related document) is still showing on the invoice, however, you cannot use this as a reference in generic inquiries or reports. Is this a known issue on 2024 R1? Does anyone have a resolution to fix this?

I am trying to configure my stock item’s (Item A) inventory planning settings to create a single production order based on available inventory of the item being used to create Item A (Item B) and open sales orders for Item A.According to current sales orders I need manufacture 16 Item AItem A has the current Inventory Planning Settings (I have double checked to make sure the warehouse details for this item are the same)Planning Method: MRPSource: ManufacturingMin Order Size: 0Max Order Size: 1000Lot Size: 0I have tried a wide array of settings and so far haven’t been able to reach my goal.Thanks! 

I have custom fields setup on DAC extensions for our sales orders and invoices.  I am trying to update our SOShipmentEntry graph to copy the custom field from the Sales Order to the Invoice that is being created.   I haven’t added many custom fields to Invoices so I used the customization UI to create the new field.  That new field ended up being added to an extension on ARRegister.  In the customization I’m working on we already have an InvoiceShipment Delegate setup that is responsible for copying an Address Line 4 for both Billing and Shipping addresses.  This delegate does exactly what it should and has been working for a long time.  I’ve found a number of other posts here covering a similar concept from the SOOrderEntry side of things but so far haven’t found something that works when invoices are created from SOShipmentEntry.  Given that we’re already successfully copying Address Line 4 to the addresses on invoices, I didn’t think I’d have a big problem making this work.My proble

What roles can I use to set field services in 2024 R2?

Hello:Does anybody knows if there are any field services roles define in the 2024 R2 version of Acumatica? and if there are not, Which I can use to define the service role?thanks,

How do I configure Acumatica to send supplier payments via santander for electronic payments?where do i enter the supplier bank details as i can't see any fields for sort code and account number 

Does anyone know where there is a list oif the expressions needed to setup payment methods validation in the “Validation Reg. Exp” field  I am trying to work out what expression to use but i can't find a list of the available options and format needed thanks 

Need assistance on how to delete double upload AR Invoices and Memos, current status is Open.

We have a prospective customer who wants to know more details about the integration of Acumatica and Outlook.Currently they use Monday, and are considering Acumatica CRM. They want to know if Acumatica can automatically detect email addresses from emails in Outlook, and add those emails as activities in Leads etc. In essence they don't want to be sending emails from within Acumatica, and they don't want to have to use the Outlook add in button to manually add the emails. It has to be done automatically based on the email addresses.I've looked over the documentation but I can't find out how to do this, does anyone know, or has anyone done this before? 

I am looking for an import scenario that will reverse payment applications on AR Invoices, I have tried several times but unsuccessfully. Thanks

Hi, I have a customer that wants to expense depreciation to multiple subaccounts when depreciation is calculated and released.  The only way I know how to do this is by creating an allocation in the financial module to allocate the expenses to the correct subaccounts. Has anyone else know of another way to allocate the expenses to the proper subaccounts, the customer is not on board with the allocation method. Thanks,Coleen

Migrating to ACM, currently on 2024R1, heading to UAT.I have a working Expense Claim approval map that routes claims to supervisors, emails them they have approvals to do and emails users who get their claims rejected….all good.I’m trying to replicate a policy we have in our current ERP system which prevents employees from claiming expenses earlier than 21 days in the past. There’s no “expense policy management” per se in ACM, so was thinking of making it the first step in my approval map, with an empty workgroup as the approver so it’ll get rejected automatically.I was considering using the actual claim line detail date but the Condition does not allow something like “@Today-21”. It only has the Date picker option: First, is this a relative value if I put in a Value and Value 2, like in an automation schedule (where it’ll advance on its own)?Second, if not (and it doesn’t look like that), does anyone have an idea on how I can implement this policy, either here in a map or some other m

Hello, anyone had an issue before when import a REFUND?The tax amount calculated by the external tax provider cannot be applied to the document. An error occurred during processing of the field Applied To Order value 18.41 Incorrect value. The value to be entered must be less than or equal to 18.40.Obviously, the amounts would be different, but the idea is clear I hope: payment (refund) in Shopify is larger than what Acumatica calculates using the Avalara integration.Acumatica used to have this issue with order import, but it was fixed once the Disable Automatic Tax Calculation configuration was added on the Order Types screen. However, the issue with Refunds seems to persists, regardless of the value of that box on the Order Types screen for RC type.

I am trying to create payroll periods for the calendar for 2025, however the button is grayed out when I go into payroll/preferences/payroll calendar - create periods is grayed out.  Is this a permission level, or am I missing a step to add the pay periods for the year? 

Testing of this GI in our sandbox prior to upgrade to 2024R2 on 12/19 went fine. We had version 5 loaded 12/30. I do not believe anyone attempted to view this GI after our initial upgrade, so don’t know if it’s an initial upgrade issue, or related to V5.The error message when I attempt to view the GI is that the field [OwnerID] cannot be determined. Owner (I presume) is coming from PMProject.ownerID in my results grid, which appears to be valid. Additionally, field PMBudget.ActualAmount has a yellow warning that the user has insufficient rights or the feature has been disabled. Attempting to pull the GI via Velixo, just says the report is not found. I’ve spent a few hours doing research and do see where there have been some changes to the access rights, so I granted access … but I have admin rights, so this shouldn’t have been a problem for me, which suggests that isn’t the issue. I do know that some fields have been renamed/changed/removed, but this doesn’t seem to be the case here. I

We generally close our invoicing for a month by the second business day of a month and would ideally like to have Acumatica automatically generate the customer statement on the third business day and send them out. Not sure the best way to handle this. Seem to be able to set up the automation schedule to email the statements on the third business day, but the statement cycles screen that generates the statement only gives the option of selecting a fixed day of the month. The issue with this is that the 1st of a month can start on a weekend and could result in our statements being generated on the 1st business day of the month while we are still finishing our invoicing for the month.   

I had to write a custom program for Physical Inventory because the Acumatica native PI stuff doesn’t work for us. Last year it worked great and everyone was very happy with it.This year I wanted to enhance it by automatically loading the counted quantities to Acumatica over the Web Service, once counting was complete, instead of using my SQL view, exporting it to Excel and loading it into Physical Inventory Review. I am having an issue though where when I upload the scans to the web service, it fails with a 500 “Operation Failed” and Inner Message “Failed to insert the PIDetail Row”. The rest is just abstract stack tracing that gives me ZERO clues of why it wouldn’t persist. This happens after several hundred scans are successfully processed. I started by sending batches of 500 rows of test data (last years actual PI scans) to my development server. When I got that failure, I cut the batches down to 5 and output what part/location it is working on. I then hand entered all 5 of those sc

Hi everyone!,  I’m in trouble, because I tried to make a selector field but it doesn’t work, I checked the field in WSDL schema. The field is Product in WSDL schema<s:element minOccurs="0" maxOccurs="1" name="Product" type="tns:Field"/>and the selector definition in the DAC is Product add field "Product"{ selectorDisplayFormat = KeyDescription pickerType = Searchable weight = 2 selector { add field "ProductID" add field "Description" } placeAfter field "Acepted" }But I can't show that the field is searchable as the following field, but Owner field isn’t a grid control and my field is it. Any help would be appreciated.!Thanks

why i am seeing this error on these parameters in generic inquiry also no display of text 

Hi All,I am setting up inventory counts by movement classes. When I use the Add button to add a range of locations, it adds all locations in the range irrespective of whether the location is set as active or not. Is there a way to specify that only active locations are included in the count?Regards,Abbas

I want to create an Automation Schedules for Process Order. Now the “End Date” field is default to today’s date. Is it possible to change it to one week before, for example =today()-7?  

Hello,Our current email template for sending shipment notifications utilizes the email address found under “Ship-To Contact” on the Addresses tab of the sales order.   This works fine,  however our sales and shipping team has asked that the Email address of the Contact listed in the header of the sales order also receive the shipping notification email.   I have been looking at this and have not found a way to get the Email address of the contact on the Sales order on to the shipping notificaiton email.   I belive the issue is that the shipping notfiction email template is limited to using addresses from the SO.30.20.00 (Shipments) screen and I need to pull the address from the SO.30.10.00 (Sales Order) screen.   Has anyone dealt with this in the past and can you provide any guidance on making this happen?

i cant found the transfer in receipts screen although it Released and appear in report Good in transit 

I am cancelling an invoice on screen AR302000, then I release it and I get the following error:please, Can you help me?