Solved

Hello!My task reminders are getting popped up when I am logging in to the system only. And at the time reminder works, my screen get stuck but no reminder is visible. Is there any setting I can change when to pop-up the reminder?Thank You!

Good day I am creating a GI which will list all the lines and their columns from the relations tab for each opportunity record.The following tables have been used for the GI: CRRelations, CR Contact, CR Opportunitiy, CR Leads, BAccount, So Sales Orders. I am having difficulty showing the status of each line, as this could come form a number of tables (i.e. sales order, leads, customer, etc.) I have tried using the ‘Target Type’ from the Relations table in an IF statement, but I don’t seem to be getting the name of the type ‘name’ correct.Does anyone know how this can be achieved in possibly a simpler way?Thank you.

An account was added while creating BUDGET for 2025. That account is no longer visible under FINANCE/BUDGET but it is visible on P&L Budget. That specific account needs to be updated and cannot be located. I was looking in every subaccount, in case it was posted in the wrong place and nothing. That account has not been added to Budget configuration prior to entering it to the budget. However, it is showing under different branch budget P&L and BUDGET. I added this account to Budget configuration, but it is still not visible, nowhere to be found. I am getting an error of duplicate account/subaccount if I want to add it again. 

Using Shopify Plus+ b2b .We have 3 branches, and orders are required to be imported with the connector to the respective branch.There is a lack of mapping options available to the Company Entity.We tried manually inserting a metafield into the Customer. The metafield value definitely exist on the customer.Receiving  error "SalesOrder.Details[0].Branch: 'Branch' cannot be empty.Inserting  'Sales Order Line' record raised at least one error. Please review the errors.”What are our options for mapping to the right branch? We have too many customers to do it by locationid in orderdata. 

We currently have one company setup without using branches, The subaccount segment string is AAA-BBB where AAA is the Department and BBB is the Product.  We want to add the physical location by either creating branches or a third segment in the subaccount segment string ie CCC is the Location.  Is there any benefit to creating Branches (say for data entry, reporting, complexity of system administration) to capture this information compared with changing the subaccount string to include a third segment ? 

In Bills and adjustments, when an invoice is created and any supplier is selected, an item is automatically entered. What is desired is that a default item does not appear. Can you help me please? 

Hello Everyone, We are trying to create a new field in the sales order screen and we need to display it in the modern UI Sales order screen.  Created a new instance with version (24.205.0015). While creating the instance enabled the Install NodeJS  and Enable Modern UI check boxes.  After completing the instance setup, I tried running the npm run getmodules command, but encountered the following issue. First the NodeJS   files was not in the FrontendSources  folder. The NodeJS  folder was created in the C:\Program Files\AcumaticaTools\NodeJS\node-v18.12.1-win-x64 path.  Moved NodeJS  to the FrontendSources  and tried still same issue.  I also tried running the .\npm command in the NodeJS folder, but it did not work. It seems the NodeJS is not installed that I have installed with Acumatica instance. Removed the NodeJS from the path and followed these instructions(https://learn.microsoft.com/en-us/windows/dev-environment/javascript/nodejs-on-windows) After installing NVM (Node Version Ma

Hi,I have been playing around the customization Project. I have added a new filed Excise Duty in the details tab of the Sales Order Screen SO30100. Now I want that Excise Duty to be 4% of the Quantity.  But I am getting error ofBelow is my DAC and I have added code to calculate the Excise Duty 

I want to add a new field that will allow me to pick a list of employees or users. Or that will allow me to link to an attribute that I already have with employee names. I have added the field already thru customization, but am stuck trying to figure out the pick list. Am I doing it correctly? My main goal is to put a pick list of employee on my project quote screen, so that I can then view it on the inquiry screen as a column and create reports. Any help or direction would be greatly appreciated! Thanks 

 Hello everyone, Getting the error below when I press the button REMOVE HOLD.What could be the issue?All responses will be highly appreciated.

Hi guys,  I have configure acumatica instance for the first time. everything goes smooth but when i tried to run the website its taking long long time to load and then this error and still loading sign.  What should i do in this case? Please guide 

Dear Team,How to add "Inventory" Type of "Source" Role in "RELATIONS" Tab on Cases screen ? The expected results are as follows: Best Regards,NNT

Hello,I have created a GI and am using that as a data source for a second GI.This works.However, on the first GI I have a SUM aggregate value that I want to be able to use on the second GI.  The field being SUMed is a formula.This SUM aggregate value is available to me on the results tab of the second GI.  However, if is not available to me to use on the conditions tab.Thanks!Larry

Hi! We have a user that wants to be able to see the transactions behind the Availability total seen in the Inventory Summary page. We already explained to the user that the availability calculation is set at the item class level. Is there something in Acumatica that already exists that could show what transactions affect that total? OR is there a way to create a GI to explain what that total consists of from different data tables? Please let me know your thoughts. Thank you! 

this file link https://test.acumatica.com/(W(10001))/Frames/GetFile.ashx?fileID=3bd3e2ee-347d-4d85-8f74-93597518c2b6, I can access it when login to admin user but user that set custom role cannot access. Please advice me

Hi folks, i’m looking for an possibility to identify the system that sent a push-notification.The notification body looks like that:{ "Inserted": [ { .... } ], "Deleted": [], "Query": "<my_query>", "CompanyId": "<my_company>", "Id": "8d6d670d-86e0-477f-a8cc-343b578ba3dd", "TimeStamp": 638775642732888022, "AdditionalInfo": { "PXPerformanceInfoStartTime": "03/14/2025 15:51:12" }} However, if i receive push notifications from different systems (different domains) i can’t figure out which system sent the notification. I only have the company id but I don’t think that the companyid is unique. Does anyone know how to solve this problem? Thanks in advance.

Hi!does acumatica have the functionality to add landed costs to a sales order? i couldn't find anything and the closest I could get was creating a non-stock item for the landed costs (in this case, tariffs) and added that as a new line on the sales order.  in our clients case, the landed cost is not added to the cost of the item.would love to hear what others are doing or if this is on the roadmap for added functionality thanks! Iqra

I’m trying to work on a GI to show my Inventory Manager all Warehouse locations that currently do not have inventory in them.  This is a way to see how many open locations exist, build out a storage capacity percentage, and help receiving pick locations to put inventory away. I’ve tried something as simple as looking at INLocationStatus and filtering out there QtyonHand = 0, but all that seems to be doing is showing me inventory IDs that had a reference there at one point, that is currently at 0.  I can look at that location and still see inventory allocated there in the system.I’m curious what I am missing.  Do I need to find a why to sum all inventory IDs as a location first, then show only the ones that equal zero? 

Hi! Long post alert… just want to say i appreciate your time in advance. I’d love to hear how others have handled configuring variations of a product without using manufacturing.Our client is a manufacturer’s representative that has expanded into distributing manufactured products from their warehouse. One of their manufacturers provides a base product that is always customized to the customer’s request—customers rarely, if ever, order the base product as-is.To streamline fulfillment, the client has identified common configurations of this product and now stocks those pre-assembled versions in their warehouse. These configurations involve minor modifications, such as swapping out the base pressure valve for an upgraded version. Additionally, the client stocks individual parts, which can also be sold separately.Item Setup Overview:Mfg. Base Model 1 – Not stocked, never ordered directly. Model1V1, Model1V2, etc. – Pre-configured versions of the base model. These items are set up as kits,

HI,I have recently installed SQL Server and the Acumatica application.I then created a Customization Project and added a Sales Order screen but did not make any other modifications. Then I published it, but the system showed an error message. The system is not validating this. I assume this is the Local configuration issue.  I tried to get this to Visual studio, I have attached the screen.   I would like to know how to fix this. I have uninstalled and reinstalled multiple times, but it does not work.

Hello community,I have been trying to use a GET method to login to my Acumatica instance using Postman, but it displays 404 error or sometimes 401 unauthorized error.i have created a user account and have given the account as Admin & Access to OData roles. I have been using the following syntax in the postman:https://siteURL/AcumaticaERP/ODataIs this the correct syntax that I have been using? If yes then why I am facing the issue? Thanks in advance.

Hello fellow Acumatica users,Is there a side panel to view expense receipts like there is in AP? Thanks,Kay Howe

E.g.: I Have some n number of values like,1234I need in this Format 1 / 2 / 3 /4 

Good day, I have been deactivate one of Company/Branch in our tenant.  (We don’t have any customizations.)  I know I have uncheck the Warehouse first and the deactivate the company (which is set up with no branches).  I am looking information on 1) how this will affect the Financial reports?  Open documents?  Open Payables? and AR Aging?, etc.  The main goal is to strict users from entering new orders and transactions.  I know management and financial reporting is my concern.  I assume  the consolidated reports will not work now for the old branch?  Correct?  How about Velixo?Any guidance would be greatly appreciated.

The following post indicates that manifesting has been implemented for EasyPost with direct UPS/FedEx integration on the roadmap as of 2022.  I took that to mean that batching and manifesting works for UPS via EasyPost.UPS End of Day ReportingBut when you try to batch & manifest shipments from a Test integration with EasyPost, you get the error message “Unable to create a ScanForm from shipments bought from this carrier”.  I thought it might just be a Test system issue, but EasyPost Support provided the following information:Thank you for reaching out to EasyPost Support about End of Day/ScanForm/Manifesting with UPS. The integration that EasyPost has with UPS is a live-rated integration, which means when you create the shipment through EasyPost, EasyPost sends that information to UPS electronically and they return rates to us in real-time. Because of this, UPS is already aware that the shipment has been created and doesn't need further record. This is in contrast with other carrie