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What is the best way to track items issued out of inventory to an internal project for accumulation and capitalization to fixed assets? Here is the scenario I tried to do but received an error when creating a fixed asset.Added the fixed asset clearing account to an asset type account group Created an issue reason code to the fixed asset accrual account Created a PO tagged to a project and task Received the item into inventory (we use items from inventory for external and internal projects so steps 3 and 4 may not always occur) Created in inventory issue transaction to the project Capitalize the project costs to a fixed assetWhen creating the purchasing transaction in fixed assets, I get the following error:Error: Inserting 'GL Transaction' record raised at least one error. Please review the errors. Project is Required but was not specified. Account '14900' used in the GL Transaction is mapped to Project Account Group.The problem is I do not see a way to enter the project information in

Hi,I am trying to close financial period, but there was an error stating: GL Error: The 09-2025 financial period cannot be closed in Accounts Payable.I have checked unreleased documents, but I can't find anything unreleased.  

We recently transitioned to Acumatica and have so issue with ggetting the credit card feed to work. Our company uses Royal Bank Credit Card (Commercial Visa Avion Cards) and we manage these cards thru Visa Spend Clarity Enterprise platform.  We are currently still using Concur Solutions (SAP) because we are unable to connect the credit card feed with Plaid or MX or via SFTP server. Does anyone have experience with Royal Bank and their credit card feed thru Visa Spend Clarity. We have about 50 cards and spend over 250K per month on them so the feed is very important to us. Thanks for your help Bruno

Hi! Is there a way to pull activity notes from the PO screen into a GI?I wasn’t able to use inspect element to find the table that the Tasks & Activities belong to. I know activity is on the CRActivity DAC, but I couldn’t relate it to the POOrder table. I know there is a Note ID field in POOrder, however I am looking for this column in the GI to display the actual body of notes instead of just the title or the note ID. Any idea if this is possible? Thanks!!

Issue Description :-When converting custom screens to the Modern UI, we encounter the following error:Error: The view doesn’t exist.This happens specifically of the custom screens when clicking the Convert to Modern UI action, the system shows the error. Expected Behavior :-Instead of the error, we should be able to download the Modern UI file that corresponds to the respective custom screen.  Thank you in Advance

We currently have our sales order types set to pull from the Customer Location for the “Combine Sales Sub From” setting (so it’s set to LLLL).  We are setting up a new sales order type that we’d like to hard code to a specific subaccount, instead of telling it to pull from somewhere.There are plenty of places to pull the subaccount from (and we use almost none of them), so I could plug it in on the warehouse or even the inventory item and pull from there, but if I am able to plug in a specific subaccount in this field, it would make it even easier.

Hello! We have 15 different locations that need to be set up under one company and we are thinking of either setting them up as 15 different branches or as different subaccounts. Any best practices or pros and cons for doing either branches or subaccounts?We are open to any suggestions!Thanks!

Hi there!  I saw a post on this topic from 2 years ago so looking for a refresh.   We do not use inventory...most of our projects are special order.  That said, we palletize materiala and put them on racks in our warehouse until we can ship them to the job site.   We have a new warehouse assistant.  He would like us to get a printer to print these labels….I am assuming we should also get the capability to read barcodes.  1) Any ideas based on the situation I just described 2) what has everyone else had success with  3) what am I not thinking of :)  Thanks in advance! 

Hello! I am looking to change our inventory ID to our Vendor ID on purchase orders. I’ve seen it done using the alternate ID field but I’ve seen it done with comparing tables and using different techniques. Is it that difficult to do? Please help!Brent

Hello Everyone,We have a multi-company client that makes intercompany sales/purchases for the same items between multiple different companies. Intercompany Sales Order generation requires a default warehouse for the creation of the Sales Order.  Customer and Stock Item default warehouses do not work becuase the same stock item could be sold to multiple different intercompany customers.Is there a way to default the warehouse by the selling branch?   Thank you!Luke

Can anyone point me to resources to easily (low-code/no-code) add a new tab to the Customers area (AR303000)? I’d like to create a tab for some UDFs so I can better control the field grouping and display. I know I can do this through Customization> Manage User-Defined Fields, which adds them to the User-Defined Fields area at the top part of the screen. Is there an alternate way to configure a new tab to house these UDFs? Idealy the new tab would be on the same level as “General; Financial; Billing.”   I noticed that when I was in the customization project choosing ‘add controls’ that I couldn’t get the screen to respond when I chose ‘Tab’ from this list. Thank you for any ideas, it would be ideal to have a separate tab, but if that is not possible without development they can live in the User Defined Fields area.  Version/Build:Acumatica Cloud ERP 2025 R1Build 25.100.0054 +

Bad title perhaps; I’m not an accountant, but they’ve asked me why and I don't know.Not sure how to explain this since, but basically they’re saying somehow the transaction was processed with negative GST.  In the Journal it shows the #’s reversed for this 1,149.91 All others look like this (Debit left column, Credit right): There’s hundreds as above, but this one below the values are in the opposite accounts and no one appears to know how this happened (including myself):  Anyone able to please enlighten me on what may have gone wrong? 

I’ve built a dashboard for our sales manager which shows quarterly information as well as YTD information. Now that it is 2024, I want to provide the ability to toggle between current year data and prior year data. Is there a way to do this with use of an added parameter? The widgets currently pull information based on Order Date is between @YearStart/@QuarterStart, @YearEnd/@QuarterEnd.   

Hi Community  I would like to Pass the channel Information as Text from Shopify to Acumatica. I created a UDF Field in Acumatica, could you please some one help me with the Importing Mapping? 

Good morning community! I need a formula that dynamically changes a date range to “Last week’s date range. I want the widget that I have to always be displaying data based on last week.Any help is appreciated…   

 Hello,There is a Acumatica customer that is about to reach the end value of their ARINVOICE sequence.   What is the best way to expand this sequence number range and what are the pros and cons? 

Saw this really great video (https://www.youtube.com/watch?v=weBglqXkBpA) from ​@Doug Johnson on Automated AP Bill Approvals with 3-way matching and he had 3 great side panels on the bills and adjustments screen that I would love to replicate. Related purchase orders Related REceipts Unbilled Vendor ReceiptsHe briefly showed the generic inquiries required to make the side panels but didn’t fully show them. I am trying to replicate it but was hoping someone had something similar that I could piggy back off.

We’re integrating with a multi-tenant Acumatica (MYOB Advanced) instance. There are two companies (CompanyOne and CompanyTwo). For each tenant, I created a separate Connected App with its own client ID and secret.Setup: Using OAuth Authorization Code flow Generating an access_token for each tenant’s Connected App Using that token to call the REST API Issue: REST API calls sometimes return data from the wrong tenant. For example, calling with CompanyOne’s token occasionally still returns data from CompanyTwo. Behavior is inconsistent: if both tokens have expired and I refresh them, tenant separation works correctly for a while, but later the API “sticks” to CompanyTwo again.

Hi, I am new to Acumatica and just did the T200 and T210 Training.  My customer needs a field that shows all the Vendor Contacts in a Selector (like e.g. when choosing the Vendor in a new PO). From here: So tried building a field that builds a selector in the POOrderExt of the POOrder DAC. Unfortunately nothing works out for me. I tried it with the following code so far:     #region UsrVendorContacts    [PXDBInt]    [PXUIField(DisplayName = "Vendor Contact")]    [PXSelector(typeof(Search<Contact.contactID,        Where<Contact.bAccountID, Equal<Current<POOrder.vendorID>>>>),        SubstituteKey = typeof(Contact.displayName),        DescriptionField = typeof(Contact.phone1),        Filterable = true)] public virtual int? UsrVendorContacts { get; set; } public abstract class usrVendorContacts : PX.Data.BQL.BqlInt.Field<usrVendorContacts> {} #endregionI also checked the datatypes which seem to be int just as my custom field. I also used foreign keys

Hi Acumatica!In my row sets → data source section, I chose expand code-description for a range of GL codes.How can I remove the spaces between the last digit of the GL code and the dash? The way it currently displays the GL codes looks awkward.selected code-description to expand the GL codes for a range of GLsOutput places 4 spaces between last digit of GL code and first letter of GL Description. I'd like to remove these spaces.Thanks!

We have a situation where we agree to credit and refund a customer for a faulty item but we don’t ask for the item back.For reporting purposes we want to process this through sales orders rather than in AR as we want to track the stock items, quantities & values of these.Is there a way to process such a return that does not generate a stock receipt transaction ? Does anyone else have this kind of process to deal with and if so how do you handle it ?Many thanks !

Good Morning!I am currently working on a few forms and one of the requests is to make sure that if the discount is showing 0% to remove it from the form. The title “Discount” can still be there but the number needs to go away. Currently I have =IIF (Null ([ARTran.DiscPct]) ,'',  [ARTran.DiscPCT]) . I feel like I’m close but I know I’m missing something. This is being done on the Sales Order invoice but will also be applied to others.Any help would be appreciated.Thanks,Brent

Does anyone know if it’s possible to pass a reference number from Acumatica to UPS? I’m looking to pass an order number or some other field that can handle free text to UPS “Reference 1” and “Reference 2” fields so that it prints on the label.I’d be open to using any integration option (ShipEngine, EasyPost, and standard Acumatica Shipping integration) as long as I can pass a reference number.

Hi Team,We are trying to sync the open shipments from Acumatica to Shopify. while syncing facing below issue."The shipment has been filtered because it is not confirmed."So, we disabled the SOOrderShipment.Confirmed field under result grid in BC-Shipments GI and verified still seeing the same Issue.Can I get help on this how to do this.Thanks in advance.

We’ve processed a shipment for the full line quantity but needed to only ship a partial.  The shipment is now in Confirmed status.  No invoice has been created as yet.  We tried the Correct Shipment link under the ellipses but get an error “The line cannot be deleted because it is linked to a purchase order.” (even though it is not linked to any purchase orders).   How do we correct it?  Thank you in advance