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We were wondering if anyone has ever had any experience with automating sales order processing in some fashion. We have a certain order type - EQ - which is a Quote document - that our sales team sends in to the Acumatica system. Whenever this order type enters the system, we would Acumatica to automatically “REMOVE HOLD” and then subsequently “EMAIL QUOTE”. Any ideas?   

Hi all, we are interested in creating a data provider that would point to an Azure SQL database living in Microsoft Fabric. The challenge here is that Fabric supports Entra ID users, service principals, and groups only. SQL or Windows authentication aren’t supported.It doesn't appear that the built in SQL data provider driver, as of 25R1, supports Entra ID authentication.  We've come up with a couple of ideas but would be very interested to hear if anyone has been able to establish this kind of integration successfully.Our thoughts:Find a middleware driver that would support Entra ID authentication through Acumatica.  Potentially CDATA? Access fabric data through a linked server query to a SQL Managed Instance in Azure Replicate the fabric data to a regular Azure SQL DatabaseThoughts welcome.  Thank you!

Hi,I would like to know a method to reserve and request raw material inventory from the Raw Material Stores under the following two scenarios: When the Manufacturing module is not enabled When the Manufacturing module is enabled, and production orders are raised against specific Sales Orders In both cases, users are required to request raw materials from the stores for specific lot or batch numbers allocated to a particular Sales Order. Once the inventory is allocated, it must be reserved and restricted from being issued to any other order.Could you please advise whether there is a standard process or recommended method in Acumatica to handle this scenarioThank you in advance 

I am trying to add the Barcode Scan function to the Mobile App, specifically on the Inventory ID line, in the Details tab.I was able to find two posts related to this, one with an “answer” but I wasn’t able to get it to work in my customization.Related Posts:Use of barcode scanner on the mobile app for Sales Order creation which reference Barcode button in mobile appCode I believe should work:update screen SO301000 { update container "Details" { Update group "LineInventoryIdGroup"{ update field "InventoryID"{ special = BarCodeScan } } }} 

If i enter a Sales order for lets say QTY-10 of any item, mark it for PO, create a (non-dropship) purchase order, lower the QTY on the purchase order to 5. (lets say the vendor does not have the full amount)..i would think that i would see another line in the “Create Purchase Orders” screen for the remaining 5.. but nothing shows up… In order to make it show up i need to go back to the SO, Lower the QTY to 5, raise back to 10, and then i get the other 5 to show up in the CPO’s screen..Anyone know why this is? Seems like a bug.

Hey all —Before we had a solid handle on how landed costs worked in Acumatica, we used to just enter those charges (like freight, duty, etc.) directly onto AP bills as non-stock items. The issue is, that didn’t update the actual cost of the stock items.Now that we do understand how landed costs work, we’d love to go back and properly incorporate them into the cost of those items.My first thought was to create debit adjustments for those AP bills (where the fees were added as line items), then create actual landed cost docs tied to the original purchase receipts and pay them with the debit adjustments. But after testing, it doesn’t look like that method actually updates the item cost the way we need.Has anyone found a good workaround for applying landed costs to POs/bills that are already completed and paid? Would love to hear what’s worked for you. Thanks!

Good morning all.  I am having a moment and can't for the life of me work out what I am doing.I have payments that were taken out of our bank account last week and of course now appear in my bank feed.  The invoices are now in MYOB so I need to allocate the payment to the invoice.Do I go through the whole process to "pay the invoice" including export etc.  Or is there another way.  I really need help with this ASAP as of course it is EOM and I need to have my bank feed correct.  Just really can't remember the process it has been that long…...thanks so much in advance. E

I am trying to get Anomaly detection to work in a 25R1 sandbox and it is turned on in the enable/disables features screen as seen in the screenshot but on the generic inquiry screen there is no checkbox that says “detect anomalies” where it should be based on a video I watched from Acumatica. What am I missing here?

On the MRP side, is there any table where consolidated demand information is stored? We have a client who wants to include parent demand details in the Purchase Order. However, since demand gets consolidated during the MRP process, it may not be possible to retain or link specific parent demand information at the PO level. I'm trying to find out if the system stores any consolidated demand data that we can reference.

We've noticed that after switching to Modern UI, the GetDataForPaymentForm function in PX.CCProcessingBase.Interfaces.V2 doesn't correctly pop up the managed page. Does this mean it's unsupported? Or do I need to develop a managed UI page in a ts file?

I have a client in singapore, there base currency is USD , however they want to submit taxes returns in SGD, there for GST report and Invoice Prints should indicate the SGD value.Example : Transaction in EUR converted to base currency USD ( Standard) and should be converted to SGD for Tax purposes.is this possible in acumatica?

Hi all,I have a client going live on Acumatica soon, and who wants to start using replenishment demand forecast models from day 1. Are there any information out there on importing sales history that will impact the replenishment calculations without impacting inventory o financials? Regards.  

I’m working with a client that has four standalone entities under one Acumatica tenant — two using USD as their base currency and two using CAD. After enabling multiple base currencies, the inter-branch account mapping is no longer functioning.Is there a recommended workaround for processing transactions between companies with different base currencies? This is important as the client will have significant intercompany activity across all entities.Would it be more practical to disable multiple base currencies and instead use multi-currency functionality only, then apply translation definitions for financial reporting in each company’s base currency?Please let me know if Acumatica currently offers a script or another built-in solution, or if customization would be the only option.Thanks,Frances   

Is it possible to use paste from template on mobile app?

We often work for General or Electrical Contractors, who are not tax exempt. However, the project we are working on may be tax exempt. Since we use Avalara, the Project Revenue Tax Zone must be AVATAX—but there doesn’t appear to be an Entity Usage Type field to communicate to AVATAX that the project is exempt because it's a hospital, school, etc. The exemption type is important in completing tax returns for several states we work in, but as far as I can tell there is no such field in Projects!How do we set up the Project so that Avatax knows 1) the project is exempt and 2) the type of exemption (entity usage type in Customer). We can’t just add the Entity Usage Type to the GC/EC account, because we may be doing one project at a school and another at a federal building, both billed to the same GC/EC. It really needs to be specific to the project. Having to remember to modify the Project Billing invoice before posting is a hassle, so would love it if I’ve just missed something simple.

In 2020 R1, there were some screens (i.e. Customer Details, Inventory Allocation) where the results grid sorted ascending (oldest date first).  Acumatica changed this in 2021 R1 to sort descending.  Below is a snippit from the ARDocumentEnq graph where the code that was changed and I cant figure out a way to override the PXSelectOrderBy statement.  The Documents view is what is feeding the grid data.  I know the simplest thing to do is to resort the grid by clicking on the header, but our users have not had to do this for so long that they asked to see if there was a way to override this.  Can anyone let me know if you know how to get past this.Thanks Everyone #region Selects        public PXFilter<ARDocumentFilter> Filter;        [PXFilterable]        public PXSelectOrderBy<ARDocumentResult, OrderBy<Desc<ARDocumentResult.docDate>>> Documents;        public PXSetup<ARSetup> ARSetup;        public PXSetup<Company> Company;#endregion

I am attempting to import locations into one of our warehouses.  It is only allowing 10 characters for location ID but I was told 30 characters are available.  Where do I go to increase characters to allow all 30?

!--startfragment>ScenarioWe have two screens: the Case screen and the Service Order screen. The goal is to carry over specific field values—Unit and Property—from the Case screen to the Service Order screen.On the Case screen, these fields are implemented as selectors. When a user clicks either the “Create Service Order” or “View Service Order” action, the Service Order screen opens.To reflect the same data in the Service Order screen, we’ve added corresponding fields for Unit and Property as read-only text boxes. However, these fields are currently not displaying the values as expected.I suspect we’re close, but something—likely a missing linkage or binding—is preventing the data from flowing properly (I am new to Acumatica). Here's the code I've implemented so far.  Can anyone help me here ? !--endfragment>  public class FSServiceOrderExt : PXCacheExtension<PX.Objects.FS.FSServiceOrder>  {    #region UsrUnitID    [PXString(255)]    [PXUIField(DisplayName = "Unit", Visibil

Does anyone know how to put multiple dates on bills for payments? Say there is a bill for $800, it needs broken into 2 dates July 30 for $350 and September 1 for $450. I tried with credit terms installments but it does not break the bill out. 

Hi!Does anybody knows how I can re-use the barcode function (button) that is in most warehouse management screens within the mobile app?I want to put that object in the sales order screen in the mobile app so it help me to find inventory ID using barcodes.Thanks!!

Currently using 2023 R2 and will soon be updating to 2025 and I’d like to know if I can continue using endpoint version 22.200.001 or if an update will be needed. Where can I find the list of supported web service endpoint versions? Thank you!

If you have Advanced Planning and Scheduling enabled, does the Fixed Manufacturing Leadtime do anything to Action Dates on planned supply in the Inventory Planning Display? Help seems to indicate that it is not considered, and that is what I am seeing, just checking to make certain this is the case.

Hi CommunityIs there a way to update GL with cost and accumulated depreciation when taking on an asset.Example - asset taken on with an existing accumulated depreciation at a point in time.You need to turn off GL Update in order to enter last depreciation period and accumulated depreciation in the Balance tab but turn it on again before saving the asset.The batch created is only for the cost and the GL batch need to have the accum. depr. added manually.It’s not a show stopper but creates unnecessary work.Any ideas would be appreciated. 

Is there a way on acumatica settings except customization to auto pull the default shipping intructions atleast “Ship Via” and “Shipping Terms” fields? Already tried things on Customer class and have default on this.