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Hi,We can create fund transfers in between different cash accounts and transfer cash from one cash account to another. How can we create a check for these fund transfers to transfer the cash between our current accounts at the bank.  Thanks,Dulanjana  

Received the following error while trying to release an adjustment. Mind you the adjustment is set for Nov.4 but the items on it are tied to a receipt that was made on Nov.5th. There is sufficient on-hand to complete this, but I am curious if the date is the issue?   

We have created an email template using a generic inquiry instead of a screen. In All Emails screen, it is looking fixed as seen in screenshot below.     However, when receiving it in Microsoft Outlook it seemed messed up. Is it possible that there is a conversion happening at the backend of the system at the moment? Thank you.         <tr>                                 <td align="center" style="color: rgb(51, 51, 51); font: 18px Arial, Helvetica, "sans-serif";"><a href="((GeneralInfo.NotificationSiteUrl))/Main?CompanyID=Daybar&ScreenId=PO301000&OrderType=RO&OrderNbr=((Document.OrderNbr))" objtype="file" target="_blank" embedded="true" style="color: rgb(0, 122, 204); border: 1px solid rgb(0, 122, 204); border-radius: 4px; display: block; text-decoration: none; width: 190px; padding: 10px; vertical-align: middle;"><strong style="display: block;"><span style="background-color: rgb(255, 255, 255);">View Document</span>

Hello! The goal of this Business Event is to send an email notification out when there is a new item created. And in the email body, I need to include the Preferred Vendor and Vendor Inventory ID from the Vendors tab on stock item. I have set up my Generic Inquiry, Email Subscriber, and Business Event as follows. The issues I am running into is:When a new item is created with two preferred vendors and different vendor inventory IDs, how can I have both vendor inventory IDs shown in one email, instead of the Business Event firing two separate email, one for each vendor inventory ID? Event better, if: I can have the email send out the vendor inventory ID where the vendor is selected as ‘Default.’ If neither is selected as Default, then send both in the same email.I welcome any ideas, thank you so much! Business Event set up:Email Subscriber set up: Generic Inquiry set up: 

Hello, I am trying to install Device Hub via Acumatica Builds. I have downloaded my file version but am receiving this error: I looked through the originally downloaded ERP files and do not have one for Device Hub. How can I download Device Hub? 

Hello,We are trying to dispose of an asset as part of Fixed Assets historical migration. Our client is live on other modules, so we imported all the assets successfully, using FA Migration Mode (unclick ‘Update GL’ in FA Preferences).One Asset was purchased in January 2022, depreciated through February 2022 and needs to be disposed of on 2/28/2023. When we try to dispose it, an error appears:  FA Error: The asset cannot be disposed of in past periods.We have tried requiring reconciliation prior to disposal, not requiring reconciliation, depreciating before disposal and not depreciating. We have tried re-opening the period for the disposal, and that made no difference. We are logged into the tenant administrators with full rights in all modules. All transactions for the asset have been released.I am able to successfully dispose assets as of a prior period in my Demo so I do think it’s possible.What have we missed?  Thank you.  

Hello All, I am creating a GI and want to use the Total Aggregate value for the Customer ID in a calculation for a new column to calculate Number of orders/number of customers, grouped by Customer ID. I have run into this issue is other GIs as well, where I want to produce the COUNT of all Customer IDs and cannot. Here are my current results grid and view of the inquiry.  Thank you!

I am attempting to import External Applications (screen SM301000), but the process is failing when running the import.I get this error in the Import by Scenario screen when importing:There is no Error message in the “Error” column.The Import Scenario is pretty basic:The goal is to make it look something like this: I also checked Trace, but it did not show anything else useful.Does anyone have a suggestion? Thanks! --Brian

If an item is marked as Planning Method = Inventory Replenishment, the system will calculate and suggest planning figures such as safety stock, reorder point, max quantity. If an item is marked as DRP instead, is there any way for the system to suggest these figures?

Hi,Does anyone have a way to import customer notes but with multiple lines such as for phone numbers. This is so it will carry over to service orders and appointments.  

When I do a transfer with the scan in Acumatica Mobile the transfer appear in Balance, how I do for change that and the transfer appear in release when a finish the transfer with the scan? Regards 

I need to be able to assign lot/serial attributes to stock items before actually receiving the item. My team is okay with generating the purchase receipt and filling in the lot/serial attributes on the PR and keeping it on hold until we actually receive the product, but ti looks like because we haven’t actually received the product the lot/serial attribute values don’t live in any particular table. Just confirming that this is true.Or if anyone has any other ideas of procedures that would be great!

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