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To control costs, we have implemented a spousal carve-out coverage provision if a spouse has health insurance available at their employer but chose to be on our plan instead.  There is going to be an additional set “premium” amount above and beyond what just their spouses coverage would cost.  What is the best way to handle this in ACU payroll? Does it need to have it’s own new deduction code set up? or can we simply just reduce the amount of the company’s contribution and increase the employees contribution by that set amount?  Since it is an additional premium, it is pre-tax similar to the regular health care premium contributions.We want to be compliant but keep it as simple as possible.  

Hello.  has anyone ever seen this error? First time I’ve seen it.  It came up after completing a refresh to our test environment from production and rolling costs.  

Can anyone tell me if this is included in your Subscription or do you pay extra for it.

We just implemented RGAs in Acumatica.We have a scenario where customer orders A, but we ship B on accident.  We need to credit them A and possibly send a replacement, but they are returning B so we will never really close out that return.  We get product B back, but it isn’t associated with any order.How do other users handle this?Price adjust B to 0 on the return so they don’t get a credit for it?

Is there a way to set min/max levels at the location level and setup replenishment triggers between locations to replenish to/from?  Could not find anything with WMS activated.

Hello,I have several Sales Orders that are completely shipped and invoiced, but are stuck on Open or Back Order status.  I have even reopened them, added lines, shipped everything, invoiced it (with $0 amounts) and tried to close it, but it will not work.  All of the invoices and shipments related to the SOs have been completed. I have tried using the Process Orders Screen, but it is not showing up in any of the options there either. Curiously, in one example the ordered Quantity in the header is 1,590, but the shipped quantity is 955 on the Shipments tab.  The 955 is the correct quantity, but I’m unable to make a new shipment from the SO or directly from the Shipments screen and adding the SO. I suspect there were lines on this order that were deleted, so the header just never updates, but that would be very strange if the order can never be closed now because of that.I’ve also tried “Recalculate Prices”, which of course doesn’t help.Has anyone experienced something like this?  Is the

We are wanting to implement 2FA with Twilio SMS (Text a Code).   Has anyone else done this and how did you handle the 10DLC Registration process?   It appears you need to give the users the ability to opt-in and opt-out of the SMS process for Application to Person communications.Thanks,Brett

Why is 'Default Printer ID' missing from the Mailing & Printing tab on 'Customer Management Preferences' (and multiple other similar places) in 25 R1?This is specifically a DeviceHub feature. I have DeviceHub enabled. I have also tried disabling/re-enabling.

Hi All,I encountered an error when opening certain invoices from the Invoices and Memos GI.The error message is:"Cannot open this record for editing: The form AR301000 does not contain it."However, these invoices open without any issue directly from the Invoices screen. The problem occurs only when opening them through the GI.I also verified the navigation settings, and both DocType and RefNbr are correctly assigned.Please advise if there are any known issues or if anything else needs to be checked.Regards,Lalith

I wanted to clarify an important point regarding sales pricing and purchase orders in Acumatica.The sales price on a Sales Order is independent of the vendor cost on the Purchase Order. In theory, changing the customer price should not affect the PO. However, when a Sales Order line is linked to a Drop Ship PO, Acumatica locks certain fields—including Unit Price—to maintain document integrity.This means that once the PO is closed, the system prevents editing the Unit Price on the Sales Order, even though the two values are unrelated. While we can adjust the price at the invoice level, this does not update the Sales Order itself, which impacts sales journal reports and historical accuracy.To ensure reporting reflects the correct price, we would need the ability to override the Unit Price on the Sales Order after PO closure. Currently, the workaround is to remove the PO link, apply the price change, and then proceed—but this is not ideal for audit trail purposes.Please let me know if the

Hii, i want to ask or maybe you can give about your experience and thought about taxes in Acuamtica. I want to find more about module taxes, specially about Tax Adjustment and Tax Bill and Adjustment, because i want to pay may witholding taxes but while i try to use the Taxes “Transactions” it end with the picture i put bellow:I try to use Tax and Bill Adjustments, but the tax zone is empt.I hope you can help me to learn about taxes, please help me to try understand this module or if you have any files like PDF about taxes in Acumatica, it will really helpful. Thank you for your kindness, i really appreciate.

If i am in the sales orders invoices screen, SO303000, and i select email invoice. Where is that template coming from? My goal is to alter this and add another report to the email.  

The Sales Order screen has an option to “Recalculate Prices”, which displays a dialog box containing several options including “Set Current Unit Prices”. I’d like to invoke this functionality using the REST API. I’ve discovered the /SalesOrder/AutoRecalculateDiscounts API action, which seems to be the correct endpoint. However, I’m not sure how to pass a parameter indicating that ‘current unit prices’ should be set.A payload like this does not cause the unit prices to be updated: POST /entity/Default/22.200.001/SalesOrder/AutoRecalculateDiscounts HTTP/1.1{    "entity" :    {        "OrderType" : {"value" : "SO"},        "OrderNbr" : {"value" : "002215"}    },    "parameters": { }}(EDIT: I’ll note that “DisableAutomaticDiscountCalculation” is set to false for the SO in question.)What’s the correct parameter to supply this endpoint for unit prices to be updated? The swagger.json file doesn’t appear to contain any information about parameters for this action. Any assistance is appreciated

We are working with Acumatica Modern UI and would like to ask for guidance on a UI behavior question.We need to dynamically show or hide a tab based on the value of a specific field.The field can have one of two values: “SHA” or “ASH”.When the field value is “SHA”, the tab should be visibleWhen the field value is “ASH”, the tab should be hidden (and vice versa, if applicable) 

Does anyone know of a tool to mass update/copy/populate BOMs or Production Orders? My company is an engineer-to-order business that manufacture custom products under 4-5 product lines. For instance, Product Line #1 can have a seemingly infinite number of one-off configurations. To capture these types of products we typically use an “empty” BOM with just the routing and use the production order as the document where the BOM gets filled out (combined effort from estimating/project management/engineering departments). However, our end users are facing some difficulty with the time it takes to populate / mass-update production orders. For instance, we typically see sales orders of 80-100 repeatable (or non-repeatable which takes longer) one-off products that all fall under the same product line. These are specific to the customer and do not all ship at the same time so we choose to break them up by the ship date. So typically we would see a Sales Order with 80-100 individual lines since th

When add row to grid have error:Object reference not set to an instance of an object.View:[PXCopyPasteHiddenView]        [PXViewName(Messages.WorkOrders)]        public PXSelect<AMProdWorkOrder,           Where<AMProdWorkOrder.orderType, Equal<Current<AMProdItem.orderType>>,               And<AMProdWorkOrder.prodOrdID, Equal<Current<AMProdItem.prodOrdID>>>>>           WorkOrders; var wo = new AMProdWorkOrder                {                    OrderType = prodItem.OrderType,                    ProdOrdID = prodItem.ProdOrdID,                    NbrUI = nbrUI,                    SubWorkOrder = $"{prodItem.ProductOrdID}-{nbrUI}",                    Date = dateRow.Date,                    WcID = dateRow.WcID,                    Capacity = dateRow.Capacity,                    PlanQty = dateRow.PlanQty                };                wo = WorkOrders.Insert(wo);DAC:    [Serializable]    [PXCacheName(Messages.ProdWorkOrder)]    public class AMProdWork

PXResultset<CSCalendarDate> calendarResults = PXSelect<CSCalendarDate,                Where<CSCalendarDate.calendarID, In<Required<CSCalendarDate.calendarID>>>,                OrderBy<Asc<CSCalendarDate.calendarID>>>                .Select(Base, (object)calendarIDs); List<CSCalendarDate> calendarDates = new List<CSCalendarDate>();            foreach (PXResult<CSCalendarDate> res in calendarResults)            {                CSCalendarDate dateRow = res;                 calendarDates.Add(dateRow);            }I have error at this  in calendarResults row. Cannot create an abstract class.Its my DAC:    [Serializable]    [PXCacheName(Messages.CalendarDate)]    [PXProjection(typeof(SelectBase<CSCalendarDate,         LeftJoin<CSCalendarExceptions, On<CSCalendarDate.date, Equal<CSCalendarExceptions.date>,            And<CSCalendarExceptions.workDay, Equal<False>>>>,            Where<CSCalendarExc

Hi. Currently, I’m having some issues by expanding the following item of the endpoint (in order to retrieve the Email of a Contact related to a Project’s Address): The Tab, DAC, View and wanted field to retrieve in the endpoint (Project - PM301000)The wanted field to retrieve in endpoint, mappedThe error I got by trying to retrieve the field I would like to add, that the the View (Billing Contact) does not have any ContactID field to map, and also fails the endpoint even if I add it manually (and Validate the entity, which is valid, yet the error persists)The currently available fields in Billing_Contact viewDo any of you have some ideas of how to solve this topic?

I feel like I know nothing about SQL even after spending 10 plus years using it on other systems when it comes to trying to use Generic Inquiries to create reports. Which I have to do because Acumatica does not have the ability to write SQL directly against the database and produce results (This is a massive feature that I can’t believe is missing and hope 2025R2 addresses it). I need to create a Generic Inquiry that looks at Customer records takes a parameter for CreatedDateTime FROM and CreatedDateTime TO. All I need to do is look at Customers whose CreatedDateTime field falls between those two parameters and run a simply COUNT function to see how many customers were created between those two dates. This seems literally impossible to do via Generic Inquiry. In SQL all I would write is SELECT COUNT(*) FROM CustomersWHERE CreatedDateTime>=1/1/2014 AND CreatedDateTime<=1/31/2014Though if you look at the database you would actually need to query BAccount table to get this CreatedDa

If we have Installment Terms in the Credit Terms for Customers, is there any way to create those Invoices before shipping the Product?Basically, our client has Terms for Customers that require progress/installment Payments including the Invoice before Product is shipped.I am running into two issues. If trying to create a PrePayment, I cannot do that if the Credit Terms have Installments.If I want to use the Installment functionality to create Invoices, I can't do that until the Product is shipped Any ideas on how we can solve this ?Ideally creating Invoices ahead of Shipment and utilizing the native Installment functionality on the Credit Terms. I know both my issues are apparently expected,  but we need to find a good way to have Installment payments done before Shipments.This is very common in the Manufacturing industry / custom machinery

So i created this report. I'm grouping the customers first and ARtran.RefNbr. But it is not working, how can i fix it.This is the relationIts not working. 

First, I tried to eliminate duplication of lines on multi-package shipments by moving the ShipLine fields to a new Group Section as suggested. When that didn’t work, I undid the changes and saved. But now I have all of this space although the height is still 0.16667in.Even publishing the previous version .rpx file to the server doesn’t eliminate the space.Any help out there?

I need to customize the Report definition of Balance Sheeti.e. Adding custom texts , Changing to custom header Is this possible? and How ?

-Version 25 R1-Ms Edge autofill is turned off (e.g. edge://settings/autofill/personalInfo). On the customer master general screen (or on the customer contact screen), when I enter the customer contact phone, I get blocked. Specifically, I select the field by either tabbing or clicking on the field and one of our IT admin phone numbers is displayed, but not entered.I can’t enter a phone number while I have the field selected, thus I am not allowed to enter a phone number. Here it is:  When loading the customers, I did use a generic email address at my first loading for all our customers and this phone number was used with this because I didn’t want testing correspondence to go to customers. Future import scenarios removed this email address and phone number. → I tested with other accounts→ I tested with InPrivate mode.→ We have active directory configured for our user accounts

When sending SO to customer, how do I add the salesperson’s email in CC in my notification template? I’ve tried the below which doesn’t work. Appreciate if someone can help please.