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Hi Team, As per standard behavior of Acumatica in terms of completing the PO, You have to go in Purchase Order Screen > More Action > Complete Order per Documents. Do you have a workaround in doing this by batching (mass completing the PO) Regards,Fie

Two stock items have the incorrect inventory ID. TT1000BLK and TT1000GRY should be TT1000DBLK and TT1000DGRY respectively. Production orders have already been created using these incorrect IDs.I know I can create an entirely new item with the correct ID and change the formula. However, is there a better way to do it so the accounts that have a production order already created will not be affected?

When I check under “Business Accounts”, I have entities that were set up as Vendors that also show having a business account now that I sales team has entered into the mix, thus creating duplicates in that instance.  Is this an issue or how should these be set up?  

I am using the round formula in a generic inquiry window but it is not working.I want to round the results of an equation to 2 decimal points. It runs the equation but it won’t round it. Both of the fields I am calculating are decimal fields (Debit amount - credit amount). I’m not sure if the equation field itself is also a decimal type so maybe that is the problem? Not sure how to fix that. Round EquationResults 

Is there a way to prevent Acumatica from combining Sales Orders for the same customer from being combined into one invoice. Example: Customer A orders 200 blue widgets on Tuesday, on Thursday the same customer orders 350 red widgets. Both Sales Orders are processed and shipped on Friday. When the invoice is generated both Sales Orders are combined into one Invoice.Our customers do not want combined invoices because it makes it more difficult for them to reconcile their Purchase Order when multiple orders are combined on an Invoice. Also when multiple sales orders are combined the Customer PO Number is no longer displayed on the invoice causing further confusion. Is there somewhere in the Invoice workflow that the combining of orders into a single invoice can be disabled? We are running Acumatica 2022 R1Thank you!

After an upgrade from 21 R1 to 22 R2 (various builds), I have seen three different client sites have occasional journal transactions get stuck in pending approval status. I have a case open with Acumatica on this, and the workaround is to put JT on hold and remove hold to clear the request for approval. Client does not have JT approval configured and has not previously ever had it configured as it’s a newer feature. Acumatica has not confirmed this is a known issue since they can’t replicate, and I’m wondering if there are others out there that are also seeing this issue to see if we can get a larger pool of affected sites to have Acumatica relook at this as an actual known issue. Also including the workaround above in case others run into this issue!

It doesn’t happen very often, but a few times users have hit the delete button at the top header of an opportunity when they were just trying to delete a detail line of the opportunity.  When this happens ,the opportunity is deleted along with all the tracked activities, quotes etc.  There is no message that says “Do you want to delete this opportunity?”.  It would be great if a warning or message could be added as a reminder to warn the user they are deleting the opportunity.  Or even to have a checkbox added to the preferences window where users could select to display warnings before deleting opportunities.

I have an issue where I have a customer setup. Orders have been placed shipped and invoiced in the system. Yet for some reason when I go to Receivable>Customers they are not listed in that profile. I can pull up the invoice and access Customer Details through the invoice, but I am unable to pull up the customer in the Customer Profiles.Below is a screen shot of an open invoice as well as the Customer Profile screen with the customer number in the search in the top right with no results. Any idea’s why this is happening? Seen this in another instance as well. 

On the Purchase Receipts form we have two buttons in the toolbar at the top, ITEM SPECS and ITEM BARCODE LABELS.  We don’t need them to be visible at all times.  How do we hide them under the three dots menu? Does this require a customization or am I missing something obvious?  Thanks for any help, Phil

Good afternoon all,Usually, when negative Moves are created, corresponding negative Material Issues are correctly created for backflushed Stock Items. Otherwise, the WIP will be overinflated when Material is re-backflushed.However, this does not appear to happen for backflushed Non-Stock items.Is there a way to enable backflushed Non-Stock items to generate negative Material issues similar to Stock Items?Repeatedly creating -1, +1, -1, +1 quantity moves at the same operation with one backflushed Stock Item (cost 573.2) and one backflushed Non-Stock Item (cost 3,700).Each -1 / +1 move is correctly reversing and reissuing the Stock Item cost, but not the Non-Stock cost, causing additional 3,700 cost to be entered into WIP each time. 

I need to export  Purchase order details into xml file, Can some one advice me please

 Hey All, I’ve been attempting to fetch the contents of this Generic Inquiry (screenshot 1) to no avail.I have the columns I require in the Generic Inquiry but not in the Webservice Endpoint.I modified the Generic Inquiry to left join SOOrder to SOShipline (screenshot 2) and was able to successfully request the two additional columns (LotSerialNbr, ExpiryDate) via the “View Inquiry” button. (screenshot 1)Attempting to retrieve the content via the Webservice endpoint has yielded no answer however. Here is my raw get request and here is the modifications i’ve made via the Webservice endpoint GUI (screenshot 3) :/SalesOrder?$expand=Shipments&$select=Shipments/InvoiceType,Shipments/InvoiceNbr,Shipments/ShippedQty,Shipments/ExpiryDate,Shipments/LotSerialNumberThe moment I modify the select statement to include Shipments/LotSerialNbr and Shipments/ExpiryDate, the shipment section returns the default state  "OrderNbr": {            "value": "015263"        },        "Shipments": [       

Hi,I have created a customized ACH provider export scenario for bank file and our client would like to add an additional zero to the T_batch_value field, making it a 10-digit value. I have attempted to use the PadLeft formula within the export scenario, but it has not produced the desired result.For your reference, I have attached the data provider, export scenario, and schema files. I would greatly appreciate any assistance in resolving this issue. Thanks, Pankaj

I just set up an Acumatica sandbox and I am taken directly to the login page. I don’t know how to set up login credentials. Can someone please help me out here? Thanks!

Hello everyone,I need to set the VOID button disabled if the specified document type eg check has been reconciled.Upon reconciliation the Reconciliation checkbox is marked as true.I need to disable the Void button on checks and payment if that certain doc has been reconciled(Reconcile = True).Kindly assist on this.All responses will be highly appreciated.Thank you all 

Is there anyway of changing the account type of a GL Account from the database. I understand its not possible from Acumatica’s Chart of Account screen so I think a script is the most possible options but I am not sure which tables store the account type.

Hi Team, Can we upload bank statements in PDF format to import bank transactions? 

Colleagues,We are having issues with importing historical activities associated with open AR Invoices. Here is our Import Scenario.When we run this import, no errors appear, and it shows that the import has been successfully processed. Could you please review the scenario and let us know what’s wrong with it?Thank you!

Synchronizing Payment from Shopify to Acumatica, I got this:“The payment could not be imported because the SO064037 sales order has been fully invoiced. Create the payment manually on the Payments and Applications (AR302000) form and apply it to the invoice.”Yes I agree, we receive this order 2 days ago, and we shipped it and invoiced. customer paid it today. Why Acumatica cannot create Payment? What setting I have to check? 

Hello,I am going through user permissions and I am getting this error message when log into a users account and click on Activities , Add Task. Under the Access Rights by Role page under Time and Expenses I have given the role Delete under access rights and they still cannot access the tasks.Any idea on what Access rights I need to add? 

I am using a third party custom manufacturing program from which I do invoicing. That application is using Avatax and getting the tax calculation for products that are taxable and including that in the invoices it generates. I am then using an import scenario to bring the invoices into my Acumatica instance via Sales Order. In most states the medical devices I make are tax Exempt so I have my products in Acumatica set to an EXEMPT tax category. In the few states that tax certain items they all do it at different rates.The challenge am having is bringing in the items and being able to update the Tax Amount on the Sales Order. The import scenario is able to bring in each line item into the sales order, and I am able to change the Tax Category on the Sales Order Detail  to TAXABLE (see below).When I go to the TAXES tab I can see things broken out between EXEMPT and TAXABLE. The Tax Amount value is calculated from my general Tax Zone and it is set to the tax rate of my state. I need to be

Hi all, Here’s the setup - both “business account ID” and “customer ID” have their own numbering sequences. When I extend business account into a customer, it adopts the numbering sequence of business account, instead of the next customer ID in sequence.  Is there a way to address this? Open to try all suggestions. Thanks

Hello,      We would like to charge every cusomter a same fee by using some (Means might not be only 1 line, might be several lines) Non-Stock items on SO/Invoice.Everytime the sales person have to manually input the lines on SO or on Invoice.      Is it possible to set default items, when typing SO or invoice, the default lines automatically filled in.

On Scan Material screen, the system requires the user to scan:Order Type - Optional Prod Order Number Operation WH  - Optional Location Inventory IDOnce the Inventory ID is scanned, the Scan Material screen resets to “scan the order type” prompt. This means if a user needs to issue multiple stock items to the same operation, they need to go through 3 scans again before they arrive to the scan inventory ID prompt. Is there a better way to bulk scan multiple stock items IDs for the given operation?

Trying to get an action to auto run on transtion into a workflow state, however on completion of the action ACU gives an error that the action is disabled.the steps to reproduceConfig Leads (CR301000) Screen In Standard inherited workflow In the Open state Set the action “CreateContact” Auto-Run Action field to True in a new lead with status “New” click the “Open” action The “Create Contact” dialog pops up, but on selecting “OK” the error message states that the “Open” action is disabled.  After clearing the error the state has transitioned, however the contract was not created.What am i doing wrong?I have also tried to run the Auto-Run action at the “Sales-Accepted” state, however I got the same error.