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Hello,I am trying to use an import scenario to import our initial inventory test tenant.Does someone have a .xlm import I could use as a template.Thanks

Hello!When the system was locked to take a snapshot, the automation schedules were changed to an Inactive status. This was identified only after a few days, and the schedules had to be manually reactivated.Could you please advise if there is a best practice for handling this situation, or if there is a way to automatically reactivate the automation schedules after the system is unlocked?Additionally, please let us know if there are any other areas affected by locking the system, such as Device Hub, or any other integrations or background processes we should be aware of.Thank You

Is there a way to bulk download saved PDF invoices?

Hi everyone,I'm having an issue with automatic tax calculation in Sales Orders (SO301000).The scenario: When I create a new Sales Order and select or change a Customer, the Tax Zone is correctly pulled from the Customer profile (Shipping tab) and updated on the Financial tab of the Order. However, the Taxes tab remains empty. 

Hello Experts, i am getting stuck in one of the generic inquiry where total qty is in decimal places so i need to round the decimal value to rounded value. Attached the decimal value . 

I am trying to pull the email in the tab below but i cannot get the correct result. I was able to pull the email from the general tab but not on the purchasing tab using Generic Inquiry. Any idea?  

 I will return this purchease receipt

The action dates for the purchase items shown in the inventory planning display do not match, even though all the purchase items within the box are used to manufacture the same item for the same sales order. Additionally, no lead time is specified for these purchase items, and there is no available quantity in the warehouse. 

Let's say I have three different companies: A, B, and C.I have also enabled "Customer and Vendor Visibility Restriction".Company A has customers A1, A2, A3...Company B has customers B1, B2, B3...Company C has customers C1, C2, C3...I have an external processing center that adds customer payment methods to these customers, regardless of which company they belong to, processing them uniformly.Then, I use an Automaton Schedule to synchronize this processed data.My problem is, using my administrator role (which has access to A, B, and C), no matter which company (A, B, or C) I create the job in to synchronize customer payment methods, there are always issues. For example, if I create the Automaton Schedule in company A, it cannot synchronize B1, B2..., C1, C2..., because the Import by Scenario function throws an error, stating that B1, B2... cannot be found in the system.Is there a way to circumvent this problem? Do I have to create separate Automaton Schedules for A, B, and C, and then di

Greetings all,Very curious to know if someone has accomplished this (ideally using out of the box platform tools).  The mission is to launch a custom URL to an external site from within Acumatica. Two valid options:Workflow button with custom action that launches the URL when the operator clicks the button UDF with an embedded hyperlink that operator can click.This functionality would need to live on the Sales Order screen. Either the Sales Order workflow would have a button that launches a specific URL, or, the Sales Order Line UDF would include the hyperlink. I do see two possibly related (older) comments but am curious about current state.This post addresses the External URL redirect and some problems with it:This post links to a feature that was requested 10 YEARS AGO with comments as recently as 7 days ago. If anyone has suggestions I’d be curious to hear.Quoting the original post, FYI the asiablog link returns a 404 error; so not even usable as a reference.I will gloss over the a

Microsoft is moving into the second phase of deprecating the Classic version of Outlook in April of 2026. The cutover date is still unknown but coming down the road. Please refer to this article: when will classic outlook end - Microsoft Q&ADoes Acumatica have this on its roadmap to update the Outlook Add-in to also work with the new version of Outlook? It currently does not! 

Hi All. Do you know why I get this error when linking the BOM in Production Order. The Production order was created from SO if that helps, but there were also 2 items in SO that was marked for Production and linking the BOM is fine without error. Can you please help? 

I want to know if we could ourself activate the Inventory module/screen in the mobile app or if it’s in the plan to have it soon.That would be very helpful for anybody that are on the road (like a sales rep.) and discuss with customer to validate if inventory in available, confirm prices (and any other information that could be done via website)… instead having to create a quote or order because it’s not efficient with actual version.The web version is not easy to navigate on cell phone and lot of work could be done/review directly on our cell phone in 2025… but not something easy as “Do you have item X in stock” with Acumatica app.I saw that someone asked question 3 years, but was hoping to have a positive update 3 years later !

Hello Team,I am not able to access GI data in JSON format in 25R2 by odata using postman by using following URL format, it was working in 24R2{Acumatica instance}/OData/{Tenant}/{GI title}?$format=jsonPlease help me

Hi,Does Acumatica BigCommerce connector supports Channel Manager?Currently, our customer has two channels in BigCommerce Its my understanding that this feature gives BigCommerce administratros to have 2 storefronts with the same store. Does the Connector has the possibility to separate which products will be exported and used in specific frontstore?Or the products should be configurated in a new BigCommerce store to use a new store in Acumatica connector? Thanks!

HiWhen there is a nil value in the sales order form, the line level normally shows an error message saying there is 0 value in the inventory. The error message was showing for some time. But now it does not demonstrate on the form even though the inventory balance is 0. is there a special option to enable that error message? 

I have build this GI. Everything is good. I just want to get the result in % between 1 and 100. Can someone help me please.this the formula im using=(  Sum(    IIf(      [ARInvoice.DocDate] >= '2025-01-01'      And [ARInvoice.DocDate] <  '2026-01-01',      [ARInvoice.CuryOrigDocAmt],      0    )  )  -  Sum(    IIf(      [ARInvoice.DocDate] >= '2024-01-01'      And [ARInvoice.DocDate] <  '2025-01-01',      [ARInvoice.CuryOrigDocAmt],      0    )  ))/NullIf(  Sum(    IIf(      [ARInvoice.DocDate] >= '2024-01-01'      And [ARInvoice.DocDate] <  '2025-01-01',      [ARInvoice.CuryOrigDocAmt],      0    )  ),0) * 100this is the result i am getting now 

 I added the project task description next to the project task field in the classic version, but in the modern version, the project task description field is placed at the end, as shown in the image. How can I make the project task description next to the project task in the modern version?This is the code I tried to write, but it's not working. .tsimport {  PXFieldState  } from "client-controls";import { AR301000,ARTran } from "src/screens/AR/AR301000/AR301000"; export interface AR301000_SKModernUICST extends AR301000 {}export class AR301000_SKModernUICST {}export interface ARTran_SKModernUICST extends ARTran {}export class ARTran_SKModernUICST {    ARTran__TaskID_description: PXFieldState;} .html<template>    <qp-grid id="gridDetails" view.bind="Transactions" wg-container="Transactions_grid">          <field name="TaskID"></field>        <field name="TaskID_description"></field>      </qp-grid></template>

Is there a way to have a “generic” attachment that goes out with every sales order or invoice?More specifically, we would like to include ACH and Wire information every time we send our customers a sales order or invoice. I would rather this be an attached document than in the body of the email. Is it possible to have a document that is always attached every time a sales order or invoice is sent?

I have created this report in GI. Everything looks good until I found out the grouping is not work well.   After I view the inquiry, I released that some of my price class did not group 

Hi everyone,I’m working on an Acumatica label report that uses a custom Numbers table (UsrNumbers) and a parameter (QtyOfLabels) to control how many labels print.I’m seeing very different behavior depending on where the report is executed, and I’m trying to understand what the correct pattern should be. Setup Parameter: QtyOfLabels (Integer) Custom Numbers table: UsrNumbers Relation (simplified): <RelationRow>   <ChildField>Number</ChildField>   <Condition>GreaterOrEqual</Condition>   <ParentField>=CInt([@QtyOfLabels])</ParentField> </RelationRow>   Behavior I’m seeing1. Acumatica UI (Report Preview / Print) If QtyOfLabels = 5 Using GreaterOrEqual The UI prints exactly 5 labels, which looks correct If I switch the condition to LessOrEqual, the UI prints: 5, 6, 7, 8, 9, 10, … (all remaining rows in UsrNumbers) So the behavior appears to be tied to how UsrNumbers.Number is seeded (it does not start at 1). 2. Scan gun / Device Hub

Hi,I have a smart panel with unbound DAC with single record. There is a dropdown field in this smart panel grid. User can manually select a value from this dropdown field. The problem is the user selected value not getting when I click OK button. I tried with commitchange property. This is not working. When I assign default value through code that value will get assigned always.Any assistance would be greatly appreciated

Hello everyone,I'm having the following scenario: I’m having the following code related with the Shipments screen in which I’m supposed to have 2 grids a separate tab called “Truck Information”, the grids are one for the Truck Information and the other is for Related Purchase Receipt Information. What I’m trying to achieve is when there’s an existing truck information data, when the user selects that row, the linked PR;s with this truck should be automatically displayed (reloading the graph or better updating the cache if possible). At the moment it’s almost working but the user has to automatically refresh the Related PR’s grid using the actions refresh button and the idea is that to be automated. There’s an existing functionality made by Acumatica in another screen (Complete Bidding) and the tab with the same functionality is called Bidding Results. The idea is the same but I’m not able to automatically refresh or update visually the cache. The selection does work. I’m open for any a

Hello,Can someone please explain to be how and why inventory inconsistencies occur in the system which gets rectified when the inventory recalculation is executed. I have seen in many client instances where the quantities are sitting in SO booked or SO backorder however when looking into the inventory allocation details no transactions are available for these quantities. and once the inventory recalculation is executed the quantities refreshes to the correct value.Can anyone explain to me why this happens in the system please?thank you so much in advance and appreciate your kind support in this.  

Does anyone have any experience with separating a branch of your company into a separate company or separate tenant in Acumatica?  We have entered into a membership agreement with another entity and need our Foundation (currently a branch of our company in Acumatica) to be completely separate with its own set of customizable financial statements.  Just wondering if we should make our foundation a new company under the same tenant or create a completely new tenant in Acumatica???