Solved

Is there a way to run turnover automatically? I see automation schedule as a option for turnover, however that sets the period to be one defined value, meaning that the schedule will break when the month starts. Is there a way to keep this program running indefinitely? 

I’m trying to create a report that produces a excel sheet with cell borders. However, I can’t figure out how to get the borders to display in Excel. Is there a way to format the excel cells in Report Designer?

I am building this GI to get GP$. it seems like the formulas I am using is not giving me the accurate answer. Can someone please check formula to see if I have the right one. =IIf(    [ARTran.TranDate] >= '2025-01-01'    And [ARTran.TranDate] < '2026-01-01',    [ARTran.CuryTranAmt] - [ARTran.Cost],    0)

We have a customization that displays a warning popup with Yes/No buttons when an item is added to a Sales Order with a unit price of 0 or 999.99.If the user selects Yes, they can proceed with the line item at 0 or 999.99 and save it. If the user selects No, the system cancels the added line.This functionality works correctly when users manually add or update items.However, when we copy and paste a Sales Order that includes items with a 0 or 999.99 unit price, the system displays a browser-level alert (with only an “OK” button) instead of the expected Yes/No confirmation popup.Could you please help us achieve the same Yes/No confirmation behavior when an order is copied or pasted?

 From this screen , how to know if this AR invoice was created manually in this AR Invoice and Memo screen or was it automatically created as part of creating a Pro-forma ?is there a field that can enable me to identify this in the Invoice and Memo screen (AR301000) ?

Hello Acumatica community, I was testing how to change the base UOM for a stock item and received the following error message:This was after I created an Adjustment entry and removed the item from all open SO and PO lines.Has anyone seen and resolved this error message before when changing the base UOM?Thank you!

We are testing the modern UI in 2025R2, and are no longer able to drag a file from Windows Explorer on to an Acumatica screen and have it upload to the Files area.  When trying this, the file appears to go directly to the workstation's Downloads folder.So far, to make it work we have to click on Files, then drag and drop to that window.  This is a minor inconvenience, but I couldn’t find anything on it in the 25R2 release notes so wondering if we are missing something.  Anyone else seeing this or aware of documentation on the change?

Hi everyone,Has anyone tried creating a business event from a custom screen? We attempted using a GI as a workaround by pulling data from the audit history, but the business event still isn’t triggering.Thank you!

I'm not sure if this is possible in the modern interface, but I wanted to ask.Currently, in the classic 25R2 interface, when a user creates an accounts payable invoice, the FIRST field they enter is "Vendor." Then, using the TAB key, they cycle through each field following the specific procedure we've requested. From "Vendor," the TAB key goes to "Date," then to the left, then to "Location," and finally to the middle column. See the image below of the classic 25R2 interface.A customization has been added to the fields to specify the order when the Tab key is pressed. But in the modern version, it's not working correctly. Could you help me with the parameters I need to use to make this work in the modern version?  In the Modern UI, if they enter "Vendor" first and press TAB, it just goes down that middle column and never back to the first column. See below..html <template>    <qp-tab after="#ContactsTab" id="ServiceRenderTab" caption="Services Rendered Tickets">      <qp-

We use the Shopify Connector for Acumatica and have run into a workflow question:If an item has already been synced with Shopify and we later decide to de-list it from Shopify (but keep it active in Acumatica), the usual step is to uncheck the "Export to external system" box.However, when we do this, the item in Shopify remains Active and continues to appear in the online sales channel. The only effect seems to be that no further changes are synced after that point—it does not change the Shopify product status (Active → Draft) or remove it from the online store.At the moment, it seems the only options are: Change the Acumatica item status to Inactive, or Manually change the item’s Ecommerce Visibility in Acumatica. Question:Is there a way to configure the Acumatica → Shopify integration so that when the "Export to external system" box is unchecked, Acumatica automatically sets the item to Draft or removes it from all sales channels in Shopify?Any insights, workarounds, or best practi

I would like help on adding the AP Bill number to the Acumatica PO Receipts GI,Helpful to see if have PO Receipts with no AP Bill. 

I need to perform some additional calculations on the results of a pivot table. How might this be possible? The goal is to come up with a value that is this formula:SUM(Invoice Total) / COUNT (Number of Invoice RefNbr values) for a given customer & time period.I am struggling to produce this number because of the limitations I am finding within Generic Inquiries.Similar/Reference posts:  Does anyone know if this is possible? I also see that other people are attempting to to aggregate functions as a product feature, so please upvote:  Thank you for any suggestions!

I am trying to add a custom field to the PO505000 (Create Purchase Orders) screen, but when I click the “customize existing screen” button in the project editor and then go to the screen to edit it, I am getting the error shown below: I have tried publishing the project after adding the screen but that has not worked. I have also tried removing the screen, publishing the project, and adding it back into the project but that has also not helped. Any ideas on things I can try would be greatly appreciated!

Hey folks - do we know if there is a way to create a mapping, without customization to default the Ship Via - or are we forever bound by the Shipping mapping on the Store Settings?i.e. when a new shipment method is created in shopify and we want to import an order the system errors out because the mapping to the ship via is not provided on the Store Settings. How can we default one ship via value?

I’ve been looking around and see that it should be possible to use the Create Purchase Order screen to create 1 PO from multiple Sales Orders lines.  But when I click the POs I want to combine, it creates multiple POs.  Is there a flag or setting somewhere that I may be missing.  The POs are for the same item and same vendor

I’m seeing the error message: [2025-11-19 12:17:33.647] Cannot delete C:\[tenant]\App_Data\TSScreenInfo\Company folder, lock.json is present, pid=21156, ppid=17096 I presume this relates to a fatal build error in the previous publish attempt, which aborted with an HTML Merge error. It seems like the lock.json is not deleted when the publish exits abnormally.I have to manually delete that file before I can Publish.The issue might go away if the HTML Merge error gets fixed in a new version, but it strikes me that the Publish ought to remove the lock file.This is with 25.200.0248.

So, I just build this GI. I want to show year to date for this year and last year.The formula for this year is working. The formula I have for this year is not working. Can I please get help if anyone has done this.This is my result now. 

Environment - Acumatica version: Acumatica 2025 R2,Build 25.200.0248- SQL Server: Microsoft SQL Server 2022 Express  - Module: Automation Schedules / Scheduling Error messageCannot insert the value NULL into column 'IsRelative', table 'DatabaseName.dbo.AUScheduleFill'; column does not allow nulls. INSERT fails. When it occursOccurs when saving or running an automation schedule that includes entries in the Filter Values tab after recent changes (upgrade, customization deployment, or schema update). The error appears at the moment the system attempts to insert rows into ‘AUScheduleFill’. --- Steps to reproduce1. Log in to Acumatica and open Automation Schedules.  2. Create or open a schedule that has a populated Filter Values tab (one or more filter rows).  3. Save the schedule or trigger the schedule run.  4. Observe the SQL/Acumatica error about `IsRelative` being NULL and the INSERT failing. --- What I have checked and tried- Confirmed the exact error text in the Acumatica trace and S

I was wondering if anyone has a work around for reconciling Balance Sheet accounts?  Our accountant likes us to reconcile all of our Balance Sheet accounts.  When we were using QuickBooks, this wasn’t an issue.  However, using Acumatica, this doesn’t seem possible.  Any suggestions? 

Good Day how can one get the current detailed TB report to display budget columns next to each TB line? 

Hi Community, Is there a way to have an API Role for a designated API User that is basically an API Admin and not a UI Admin? -RJ

Hi, I’m trying to consolidate group of companies for financial reporting. I’m using ARM reports to consolidate different companies and there are minority adjustments to be made to remove the non-controlling interest of few companies. Is there any way that can be configured in Acumatica?Thank you,Dulanjana

We are trying to clean up old vendors from our list vendor but do not have a way to identify the VENDOR status without having to drill down and open each one which is rather inefficient and not as useful as “VENDOR” status.  This may be to do a user before my time messing with the generic inquiry schema or is that how everyone’s vendor report appears. We do have MASS EDIT option SELECTED and can INACITIVE the VENDOR(s) accounts all at the same time once we have the VENDOR STATUS column available in the GENERIC INQUIRY.Does anyone know our VENDOR GENERIC INQUIRY would have a column for CUSTOMER STATUS rather than VENDOR STATUS?  The Vendor status also does not appear in the list of fields that can be selected to be visible in the report edit options.  . 

I have only project ID and TaskCD. How to import task by TaskCD?

HelloWe’re having an issue with Canadian payroll and I’d like to know if anyone else has seen this, or if there is something we’re missing.We have a test employee who has maxed out on EI and CPP (tax reports confirm this), and when I process a subsequent regular pay run and compare the Federal Withholding Tax (FWT) and the Provincial Withholding Tax (PWT) to the Payroll Deductions Online Calculator, the amounts don’t line up. In Acumatica PWT is lower while FWT is higher. If I run the Online Calculator again and do not select the option for max EI and CPP having been reached, then the PWT matches what Acumatica calculates, but FWT is still out. In all standard pay runs I can get an exact match. We’re only seeing this now with maximums having been reached. I’ve gone through all setup and can’t see anything that seems like it would impact this.Appreciate any feedback anyone has on this!