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Hi,I am creating template items in Acumatica using the bidirectional Shopify sync. However, when importing a new template item from Shopify, the Shopify tags are not being imported as Sales Categories in Acumatica.Is there an option or mapping available to import Shopify tags into Acumatica Sales Categories? If this is supported, could you please advise on the required configuration?

Is there a setting that would allow the appointment confimed box to be checked automatically or a glitch in the calendar board?  Recently our schedulers have been complaining that after moving appointments around the calendar board on tomorrows date from one tech to another they appear as confirmed without their knowledge.  Is this possible?  Can it be fixed so it does not happen?  

Variance Amount columns for example only display in Classic UI

What is a JAMIS Prime Oldie but Goodie features or processes that is your go to or favorite feature? We have a lot of customers that use features and processes differently, and this is a great opportunity to share.

I was trying to test out the new capabilities of sending multiple documents in one email and it created multiple emails instead of one.  I didn’t have an email template so that might be the issue, however I get an error when I created and attached a template. After attaching the template, I get an error “There is no active notification source to process the operation”.I had both check boxes clicked, Send documents in One Email and Combine Into One file.  I looked at enable/disable features and I didn’t see anything that specifically said Print/Email Sales (or Project) Quotes form.  I also noticed the date range doesn't do anything. I didn’t see invoices and quotes on any of the same screens so not sure how this works entirely.  The release notes states “Good news for sales and project managers: You no longer need to send multiple invoices, quotes, and orders one by one to a customer or prospect. In Acumatica ERP 2025 R2, you can attach multiple documents to one email for each customer—

We have process request to create a spit shipment (new shipment confirmation) from the shipment confirmation lines when needed.  Is this possible?

 Wondering if anyone else is running into the problem where output format of LLM Prompt response being very inconsistent and display the raw JOSN into the output field. We have been using the LLM action to generate case closure notes for a while now it has been working great until recently when we upgrade to 26r1. I understand that the AI Studio requires JSON output, but from my understanding, once the response reaches to the closure notes tab of the case screen, it should display in regular text in the format we specify in the instruction.Every time when I test the prompt, the preview tab shows exactly how I want to see it. But when I click on the LLM Action button within the case, I would sometimes get the raw json with no additional formatting. If I say in the instruction that I don’t want any json or code blocks, Acumatica would throw an error saying system couldn’t parse output as valid JSON. Has anyone else run into this? And if you haven’t, what does your instruction or output f

I have my subreport built and ready to attach to my project and sales quotes.  This subreport is purely terms and conditions and should print on the back (2nd page) of all sales quotes and project quotes.  I am having trouble getting the subreport into the CR604500 and PM604500 reports in the proper place in order for it to print on all quotes.  I have followed help from AI and Acumatica and still don’t seem to be able to get the report where is needs to be.

Our client is using CRM for quoting and then they convert to a Sales order.  Wondering if anyone knows how to define the relations on the SALES ORDER RPX to get the CRM Quote number to appear on the document. I am able to link to the BAccount but not the specific sales order number, using the CRRelations 

Hi AllI have a PCS Deployment of Acumatica currently on 25R1.Recently we have implemented MS Purview Data Sensitivity Labels within our company. We set documents labelled Internal and higher to be encrypted. The issue now comes when trying to upload data from an Excel to Acumatica, if the document is labelled as internal, an error shows saying Acumatica cannot read this file. If the label is changed to public which has no encyption applied, it uploads fine.Has anyone ever encountered this? Is there a possibiltiy for a solution, please?ThanksAmit

Hi, In the Cash Account details in Acumatica version 2024 R2, I used to be able to clear all cash accounts without using the checkboxes; simply clicking "Clear" would check the "Cleared" boxes for all of them. However, in Acumatica version 2026 R1, this is no longer possible—I have to select the checkboxes first and then click "Clear". Is there a change like this, or is it actually a bug?  

Hi,I’m encountering the following error when Remving Hold of a PO to submit for approval. Thanks!  

When trying to import Expense Receipts, I keep getting this error message but I’m not sure what is erroring. Looking at the import scenario, it looks like its pulling the information correctly but it doesn't like something about the claimdetails. Any advice? 

Hi CommunityI have a customer who requires all assets to be disposed. Thre are a few left that I am unable to dispose as the need to be reconciled. However, there are no entires to reconcile in the “Covert Purchases to Assets” screen and the are no unreconciled entries on the actual asset.Can anyone tell me how to reconcile these assets?Thanks in advanceRegardsBarbara

AI coding agents can move quickly—but only when they have reliable product knowledge and instructions. The new Acumatica AI Resources repository gives AI coding agents structured, version-specific resources for working with Acumatica ERP. This also reflects an evolution in developer education: As AI becomes part of the development workflow, we need to make trusted Acumatica knowledge and guidance available not only to developers, but also to the AI tools working alongside them.Whether you're upgrading a customization, troubleshooting an integration, or building a Modern UI control, these resources can help your AI coding agent work from relevant Acumatica documentation and development guidance instead of relying only on its general knowledge.What You’ll Find in the RepositoryThe 2026R1 branch includes resources aligned with Acumatica ERP 2026 R1:Development skills for updating customization projects, diagnosing and modernizing integrations, and building Modern UI custom controls. Share

I need to make the base currency to MYR currency, but the problem is I cannot make the MYR currency rate equal to GL date. As you can see. the cury effective rate is in 2021 while the GL is on 2026.    

Hi,Can we restrict/disable outgoing emails from Acumatica to not land in the “Sent Items” of Outlook.Email Account Type is ExchangeThanks!

Registration is now open for the next Acumatica Customer Onboarding Program cohort, starting June 1.This structured 21-day learning experience helps your team build confidence with Acumatica ERP through short daily lessons, role-based learning paths, quizzes, job aids, and weekly live Office Hours with Acumatica SMEs.Every learner starts with Welcome to Acumatica ERP, then continues into the path that matches their role, such as Controller, AP Clerk, AR Clerk, System Administrator, or Project Accounting.Review the Enrollment Guide to learn how to register.Spots are limited — register today and help your team get role-ready with Acumatica.Learn more about the program here: Customer Onboarding ProgramQuestions? Contact training@acumatica.com

In this article, we'll show you where to find the materials that were previously available in Open University and how to access them in Beacon.Training GuidesTraining guides are now available on the Training page. There, you'll find learning paths for your daily work and for product implementation.Developer training is available on the Training tab of the Code page.Job Aids Job aids are now available on the Download page of Beacon. Don’t see available job aids? Make sure you are signed in. Job aids are available for customers and partners.Videos Our videos are now available for partners and customers on the Watch page. Instead of long webinar recordings, you'll find short, focused videos covering a variety of topics.You're all set to explore Beacon! If you can't find something you're looking for, contact us at training@acumatica.com, and we'll be happy to help.

Note: A lot of this is written by Claude with directions from me. We ran into this issue while developing the MCP server.The property list an exposed Generic Inquiry returns over OData is **neither the ordernor the exact set of columns you put in the Results Grid**, and I can't find anything inthe design tables that tells you what it *will* be. Asking in case I've missed it.Say a GI's Results Grid holds three columns, in Sort Order: `Customer Name`,`Order Nbr`, `Status`. What `$metadata` actually reports is something else:- Any result column that is **also an entity key** is hoisted to the **front** of the list.- Keys of the joined tables are **appended at the end even if you never added them** — this  part *is* documented ("*GI Access Through OData: General Information*").- Where two columns produce the same name, one becomes `X` and the other `X_2` — and which  one keeps the bare name depends on **grid position**, not on the column.- Inactive rows are skipped, and the order follows *

Hello  I am customizing the Pay Bills screen and overriding the apdocumentlist delegate.My requirement is:When a specific Payment Method is selected Only show AP Bills whose corresponding invoice in an external system has status Pending  The external invoice ID is already stored on APInvoice in a custom field such as UsrExternalInvoiceId I cannot store the external invoice status on APInvoice or in another database tableMy current view override is similar to: public delegate IEnumerable APDocumentListDelegate();[PXOverride]public IEnumerable apdocumentlist(APDocumentListDelegate baseMethod){ IEnumerable baseResult = baseMethod(); PayBillsFilter filter = Base.Filter.Current; if (filter == null || !string.Equals( filter.PayTypeID, ExternalPaymentMethodID, StringComparison.OrdinalIgnoreCase)) { return baseResult; } var filtered = new PXDelegateResult(); foreach (object row in baseResult) { if (invoice == null)

Trying to create approval map for specific vendor. For whatever reason, after setting this up, it just allows anyone to release the bill. What am I missing? I tried using the Vendor entity type, as well as the AP Document and then Vendor field name for both types. Nothing works. Feel like it should be pretty straight forward.   

Acumatica offers a free Cohort Onboarding Program designed to help customers get the most out of their Acumatica investment. This program is offered monthly. Over a 21-day period, participants gain access to role-based learning paths, foundational Acumatica training, and one of the program's most valuable benefits, live Office Hours with Acumatica subject matter experts (SMEs). These interactive sessions provide an opportunity to ask questions, learn from other customers, and receive practical guidance tailored to real-world scenarios. Program benefits include:Free, self-paced Acumatica training Role-based learning paths aligned to job responsibilities Live weekly Office Hours with Acumatica experts Flexible 21-day access windowThe current curriculum is setup so participants can pick and choose the content relevant to their role. Content includes:Welcome to Acumatica ERP Project Accounting Finance Operations: AR Clerk Finance Operations: AP Clerk Finance Accounting AdministrationWhethe

Please provide feedback on the Modern UI if you have issues with it so that Acumatica can focus on improvements to it.  Acumatica AI will pick up your feedback for them to focus on improving it prior to the 26R2 release when the classic UI goes away.

Hi everyone,I've created prompts in AI Automation that validate records (for example accounting entries).I'm currently writing the result to a UDF. However, I think the notes field of a record would be a better option. But that field isn't listed among the input fields.Have any of you dealt with this requirement before, and how did you implement it?