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We moved from 23R1 to 24R2 and now missing the Terms of Sale box. It states in 24R2 we need to use Easy Post to get this box to populate, while currently we use Ship engine. In the Easy Post setup it requests the Terms of Sale. Has anyone used this and I'm questioning on the setup does the assigning it to the setup as shown below limit how it is used on the shipping screen - meaning you can select an option and is defaulted? I don't want to go through account setups for no reason. I considered just adding a custom UDF combo box to use instead and stay on Ship engine. Thoughts?    

There were some functions that were not possible with the report designer so I have to code a custom screen and add RUN REPORT action to that custom screen.And I want to replace the default Report screen(screenshot below) with my custom screen so there is no confusion as there will be only one screen to run that report. Is there any way we can do this please let me know. Default screen Thanks

Hi Acumatica team,We have a client who is interested in Acumatica Artificial Intelligence features (AI Acumatica), I have been searching for manuals without success.Cloud you share with me a manual about how to use the Artificial Intelligence in Acumatica (AI)? Thanks

Is there any way possible I can select a date range and print all daily field reports within?  

We are evaluating the possibility to switch from Windows OS to Linux,With the documentation it is clear that Acumatica is highly based on MS environment,We provide customizations on Acumatica Application and want to setup the VM with Linux OS.So, Is there any possibility to develop Acumatica application(Customization) on Linux serverNote - the solution Basically need to be cost oriented. 

Trying to trigger the “Extend as Customer” action for a business account via the rest api but am getting a 422 Unprocessable Entity. Not sure what I am doing wrong? Please help.In postman using ‘POST’ with the url: https://((CUSTOMER))/entity/Default/24.200.001/BusinessAccount/ConvertBusinessAccountToCustomerBody: {"entity": {"Type": { "value": "BAccount" },"BusinessAccountID": { "value": "000053" },"CustomerClass": { "value": "W RN BC" },"CustomerName": { "value": "Channeltestcustomer169" },"SalesAccount": { "value": "40000" },"ARAccount": { "value": "11000" }}}  

We have investors in our company who receive periodic distributions based on their shares invested. We intended to use the “Cash Purchase” option to create the checks since they are not for AP and should not have a bill/bill payment associated with the distribution. However, when going to print the checks, we realized that nothing prints in the memo field or on the remittance sections that would tell the payee what the check was for.Is there a way to have a memo print on the checks when using the “Cash Purchase” option?

Can someone direct me to where I’m supposed to go to add Statuses for Document Types (in Compliance)?  I’ve look everywhere that I could think of.  Thanks!

I want to add vertical line in report design but when the text grow more than one line, the line is not fit with the size to text and in the blank area if no item listing, I want vertical line too.

When trying to release an AP batch I get an error: Updating 'GL Batch' record raised at least one error. Please review the errors. Batch is out of balance, please reviewI cannot see any problems with the batch and it’s not out of balance  

Has anyone had any luck with scanning on an ipad in the browser? I have created a new screen, where our shop floor can just scan in the “Request CD” from a QR code and it will find all information about it. I have the “Tab” turned off on all the fields excep the first one. This allows you to “Rapid Fire” scanning and just scan everything you need to without any additional clicking. We were looking at using a browser on an ipad, but you have to click in the field in order to fill it out. it will still go to the next line like it should, but you have to click it before you can enter information. It doesnt do that on a regular computer or a surface. Is there a way to do this or will i have to add it to the acumatica app for it to work?  

Hi Community,I often am asked as part of the approval process to prevent users from approving their own documents.This can be done by setting an approval rule that the current employee is not a specific employee ID, but then I am stuck maintaining a list of employees on the approval rules.I could also find a way to exclude a specific workgroup, but usually an employee has multiple workgroups.This feels like it should be out of the box approval process.How do most people handle this situation? 

Hello - I am attempting to create Purchase Order Approval Routing by Project Task or Cost Code, however, when I choose those options on the ‘Purchase Order Line’, no Project Task IDs or Cost Codes will populate, despite us having those configured in the system.Am I missing a step here in order to get these to populate in the approval routing options?   

When releasing the Adjustment, an error will occur. InventoryID and Lot/Serial Nbr have already been received, This is standard Acumatica, How to found the issue? 

Hi all, We are currently into an issue where creating a Primary Contact does not update the Ship-to or Bill-to Info.I was expecting once a primary Contact is set-up that there is at least an option to bring in that Contact Info (even if Overwrite is selected):   I feel like I am missing something super trivial.Any ideas / thoughts?

Does anyone know how to export the Property Management / Acumatica data for me to use for a different system? Thanks.

Hello,we are trying to send our first oder via API and the salesOrder endpint to acumatica\haufe x360.We are using the following JSON fileWe receive the following error response: 422Unprocessable Entity[...] I have tried to send the CustomerID in the CustomerID field and also the customer's internal UUID. I always get this error message.Does anyone have any idea what I am doing wrong with my request?Thanks in advance!Steffi#team aurebus

Since an update from 2024 R2 207 to 2024 R2 208, backflushed material transactions are pulling material from the wrong location.  The component is lotted.  When there isn’t enough material on a single lot in the specified location to meet the requirement, the split transaction takes material from a location other than the one specified on the production order detail.We’ve opened a support case and it is with R&D.Just wondering if anyone else has encountered this issue.  It’s causing some major inventory issues.​@angierowley75 Thanks in advance,Laura 

I am trying to run an import scenario for bills and adjustments with multiple lines. The first bill is imported correctly, but the second one throws an error: 'The Remove Hold Button is disabled.  I use a similar scenario with 1 line only and it works. 

I have employees that have entered timecards and which data I now want to use to process payroll.Can I directly use those time records as the basis for payroll batch data or do I need to export and reimport to a payroll batch?

This may be a 2025R1 Service Pack 1 error.  When creating a new non-stock item, the IN Control Account cannot be specified in the Expense Accrual Account field. The Acumatica form reference specifies that this field is for the IN Control Account. Selecting the IN Control Account creates an error but changing the Type field in the General tab clears the error. It doesn’t seem to matter what is initially selected for the Type and the Type can be changed back to the initial selection without the error returning.  I created an import scenario for non-stock items and it can’t get past the error even after specifying Ignore Error and having the import scenario change the Type and then change it back.   Has anyone else encountered this? inventory

Hello,I am trying to add another line to existing Source Restrictions on an Import Scenario. Upon click save getting the following message. The business event, automation schedule, import scenario is all turned off and no other processes are running that uses the same field or running. Any suggestions on how to resolve this? Thanks in advance.Error: Another process has added the 'SYImportCondition' record. Your changes will be lost.

HelloI need to generate barcode with tab character in itSay i have Filed1 and Field2 then i need to create the barcode of Code 39 which combine the two fields and tab character between them[Filed1] Tab [Field2]I need the formula to combine the three values in one stringThanksMagdy

I am used to seeing STD Unit cost details; Material, Labor, OH, Subcontract.  In Acumatica I am only seeing “Unit Cost”.  The issue I am finding is that for WO, Acumatica is showing Production variance detail, which is based on Production Quantity, not standard cost.  Therefore the posted variance break out is unknown as the variance is posted as one amount based on standard cost.If I can find the Std Unit cost details, we should be able to compare STD costs vs Actual Production costs. 

We are creating a GI that shows the information found in the Item Warehouse Details line by line for each item. The Inventory items appear to be showing multiple times for the same branch, as the last count date is pulling every time it was included in a count. We only want the items to show once per warehouse with the most recent count date.