Solved

Haii, I want to have a Fund Transactions but when I try to Release the transaction there is an error: account and subaccount can not be empty. I also have check the Currencies and for the Account and Subaccount already fill it. Please to take a look and help me to solve about this?Might be there is an error or a missing data that I set up. Thank you.I put screenshoot bellow:   

We have built AI Document Intelligence solution for Acumatica ERP. To partner this with Acumatica from where we can collaborate on this? Do we have any marketplace listing for partner or how to become a partner? ThanksRegards,Ritesh

Hi All,This is the billing rule formula I am using to pull in my project billing which is T&M. It’s excluding a project task which is fine. However, when I do a change order to the revenue budget in the project, after running project billing the line item that has a change order is pulling in a 0 dollar value to the invoice. How can I modify my billing rule to pull the correct unit price for the change order? Any guidance would be appreciatedT&M Billing Rule Formula:   =IIf([PMTask.TaskCD]='MAT', 0, [PMTran.Qty] * [PMTran.UnitRate]) Thanks,Frances  

If an item is setup as base Unit Cases and Purchase Unit Pallet, the PO cost information does not convert properly if changed from one to the other.  Changing the unit cost first, then changing the UOM or Qty causes the ext cost to be incorrect 

It looks like when putting up revenue budget in Project, the Unit Rate doesn’t populate price that is effective on the start date of the project.Wiki below suggests that the rate should use the effective rate but it doesn’t appear so. Example:Price is setup on an inventory ID for a customer price class: Item 111 for customer price class AAA: $105 expired at 14-Dec-2025.Item 111 for customer price class AAA: $110 effective from 15-Dec-2025.All other info such as UOM, currency, etc are equal.But when setting up revenue budget of a project that starts from 16-Dec-2025 for customer that belongs to the above price class, the populated Unit Rate is $105.Anyone has same issue? and if so, how do we solve this?

After an upgrade to 25R1, ShopifyxAcumatica connector is now failing to sync payments with this error that seems to be a permission access for the Shopify app.  

Hi all,I’ve been trying to find a way to add the On Hand qty of an inventory item on the Job Item Requistion screen and it’s not pulling the qty. I also thought of doing a side panel of on hand qty. What is the best way to handle it? I know that it is a virtual calculation in the background.   

Does any one know if it is possible to add a transaction date to the nacha file generated from Acumatica, which would be the day of creation, and use this date as the posting date for payment entry date in Acumatica?  Required to create nacha files with next business day selected to process by requirement of the bank. This creates a bit of confusion with reconciling because of the mismatched days.

I’m trying to incorporate the amount paid into a progress report for the projects in the construction module. I have still not been able to figure out how to build the relationships correctly between the tables and have it happen.These are the current tables in the report:And these are the relationships that work so far:. This is what my report looks like, but the “Balance” Collumn is what I’m looking at. I want to show either the amount already paid, or the balance still owed off of current invoiced amount.Any suggestions?

Looking for some clarification & guidance. We are testing the Inventory Planning in Acumatica and one of the things I have noticed is the Min Order Qty on the Inventory Planning Tab of a Stock Item does not seem to utilized during the Planning Regeneration.In the example below, Stock Item 68000 has Safety Stock = 5, Min Order Qty = 10. I currently have Qty On Hand = 0.I would think that when Regeneration occurs, it would look at demand (currently 0), then check Safety Stock, determine in this case we need to place an order to fulfill the safety stock demand, and then use Min Order Qty if value exists. However, it doesn’t seem to use it at all. Only workaround I have found, is to set Min Order Qty on the Vendor Tab for the default Vendor and that does seem to work. If it is intended to be Vendor Dependent, then it seems odd this setting is there.Reading the Form Reference, I can see it get’s populated from the Item Class, but still not sure why the Inventory Planning doesn’t use it.

Hi,I’m working on an ARM P&L Monthly report. My Column Set currently uses fixed Data Source periods (01, 02, 03 … 12).I want to add StartPeriod and EndPeriod parameters and make the column values (not just headers) adjust dynamically based on the selected period range.Example:If StartPeriod = 2025-03 and EndPeriod = 2025-06, the report should only calculate/show Mar–Jun.What is the correct way to achieve this in ARM?Should I modify the Data Source, use Visible Formula, or handle it in the Report Definition?Thanks in advance!

Hi Everyone, I’d like to pass a list of values instead of calling out the items 1 by 1. There are many options in the conditions drop down. But the documentation does not specify how they should be used, or provide limitations.  

First of all, I would like to thank you in advance for your support. I am currently experiencing an issue where I am unable to use the Reopen and Unlock Period functions.Could you please kindly advise on how to resolve this?

Is there a way we can access the slides from each class we took after the Summit is over?

When creating a new record - is it possible to exclude certain fields from the response?

I added the following formula to a GI: =[CSAnswers.Value]*[POReceiptLine.ExtCost]The value of CSAnswers.Value for one of the records is 0.204714, and the POReceiptLine.ExtCost for that record is 11,117.76. The value I get in the cell with the formula is 2,275.805472.The product of 0.204714*11,117.76 is 2275.96112064.After closer examination I realized that the formula is only using the first four decimals of CSAnswers.Value. So the value in the cell with the formula is the product of 0.2047*11,117.76 which is indeed 2275.805472.How do I get the formula to calculate the value using the additional decimals? 

hello all,After a bunch of research and import scenarios, yadda yadda, i found out how to shrink the amount of decimals the weight of our products is showing. However, when i edit the project, nothing reflect this change. I’ve edited it via the project editor, i’ve done the hard coding, i’m just not sure what i’m doing wrong. the internet tells me i need to enable and publish it, but the pages are already published. Do i need to take any further steps? 

I am having trouble “Retrieving” transactions in “Process Bank Transactions”. It says successful when i click retrieve but nothing comes in. Then i try to load transactions in test mode and it only shows what has been brought in. Currently, we only have transactions brought in through 12/17. But when I look at transactions on the American Express side, it shows transactions from 12/18 and 12/19 that should have come in. Aside from American Express, our Bank account feeds only worked for one day. The day we migrated them after the upgrade to R2 2022. Since then, nothing has come in on those feeds.

One of client has below requirement.For easy stock movement and selling purposes they keep some items as 12 piece pack. During their sales operations, sometimes they sell the items as 12 piece packs as well as individual pieces. They have some scenario where they provide 1 individual piece as a free item when selling 12 piece pack. they are not keeping seperate item stock to provide as free item and they take individual units from 12 packs. How can we handle this.

Hi,Can anyone explain how to use LLike and RLike in Acumatica Report Designer?Do you need to put percentage symbol after the text or not?Thanks in advance!

Hello, I work for a company that has many employees that work on projects at various points of the project timeline. We have a date where we start to capitalize cost which is called the Cap Date. Any work done before that Cap Date is considered Work In Progress (WIP). We also have an internal project that we bill when we are not working on an actual project. Those cost need to hit Allocated WIP. With Acumatica’s current structure, you can only assign a labor item to one of these accounts which makes it tough because our employees then need to be aware of the Cap Date when billing. Is there a way to automate the reclassification of these labor items from COGS to WIP or vice versa based on the Cap Date and Project Status? Do Project task have the ability to define how labor gets posted? 

When I press prepare in Import by scenario I get this error message .What could be the reason I have used this import scenario before , I just added new items on the excel file and its giving this error:Exception occurred at Load The specified key does not exist. NoSuchKey SRY3C9KMQE320XV4I am getting this error on both importing Stock Items and Non Stock items.

Is there a way to automatically load each individual sales order line ship date based on the stock item or manufacturing lead time? We have thousands of parts, and most items are made to order. We have estimated lead times for each part (based on BOM routing and some Manufacturing Lead Time) so we manually have to select the estimated date on each line item when lead times differ drastically.

Is there any way to only trigger awaiting approval notification once not multiple times after the document is approved, placed on hold, make some changes, then removed on hold?The changes that are made have nothing to do with conditions that triggered the approval.Ex:Approval map is setup in SO when an item is discounted 100%, approval is triggered. An SO is created and has the above condition met, approval is triggered, notification is sent, then approved by the approver. Then the sales user places the order on hold and make changes such as mark a line for PO, add description, etc but discount% remains the same. But when the order is removed from hold, approval notification is sent again. This is not a bit anoying especially the approver has approved the order and it’s necessary to make some changes to the order again.

Here is my import scenario, it feeds off a GI that JUST created the invoice, so I KNOW it has a customer ID on it…  My business event history says: 0 records of 1 have been processed. The last error was 'CustomerID' cannot be empty.These are all fully built and simply need to have “release” clicked. When I open any of the error’ed out invoices, I just hit RELEASE and it’s done, but this should be done by the import scenario, so any help is greatly appreciated since I’m clearly missing something here.