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Hi,I am trying to automate the generation of a SEPA XML file by executing the Export action on the Batch Payments screen in Acumatica (for example, batch 000435).To achieve this, I have: Created a custom REST API entity named BatchPayment in the endpoint DefaultExtended, version 24.200.001, including the Batch Summary fields. Added the Export action to this entity. Configured the action parameters corresponding to the Settings dialog that normally appears when clicking the Export button in the Acumatica interface. I am calling the following REST API endpoint:Method: POSTEndpoint:/entity/DefaultExtended/24.200.001/BatchPayment/ExportRequest body:{ "entity": { "id": "efd710ef-cb9b-f111-a84a-000d3ae74153" }, "parameters": { "BatchbookingBtchbookgtag": { "value": "Unity (False)" }, "Executiondate": { "value": "2026-11-13T00:00:00+00:00" }, "PaymentInformation": { "value": "One level per Batch" }, "PriorityInstrPrtytag": { "value": "None"

Is there a good way to run financial reports with specific date ranges?  

Our current proces has items being fabrication for projects that never get issued out via sales or shipments.   I am trying to write a Import Scenario that create an Issue transaction to issue these items back to the source project to clear them out of inventory and put their costs back to the project.  I have a GI setup as the provider for the Import Scenario.  I am running into two errors:For lot tracked items, the LotNumber is not be recognized.  I have confirmed the LotNumber, Warehouse, Location, Project and Task being passed are all correct. For non tracked items, I am getting “Object reference not set to an instance of an object.” at the last record. Prepared data: Appreciate any thoughts.

Hello all,I have been working on an Import scenario to import the Landed costs. The import scenario is working fine however if there are multiple codes in a single LC, then the import scenario is only considering the first line, not all the lines. Upon checking manually, I found that the user has to manually select the LC lines if there are multiple LC Codes in the same LC#. How can I map the import scenario to add multiple LC lines: 

We received a “Nullable Object” error on two projects when attempting to run our month-end billing.  Originally, the two projects were listed under the same Customer. One was the original with an assigned branch & project, and the other was set up as a “Location” under the same customer with a different branch & project number. Both projects were billed to the same customer in separate invoices to represent the different locations.  Worked fine the previous month.  We were later asked by the customer to separate the billing to customer 1 and a customer 2. I created a new customer and reassigned the appropriate branch and project to the new customer.Before the change, some expense claims had been entered using a combination of both branches & Projects, with the original customer assigned for billing under the financial tab.Could changing the customer on an existing project have caused the “Nullable Object” error during billing? If so, is there a way to correct it without rec

Hello everyone,I am working on a workflow customization for the Sales Orders screen. The customer requested a new action to open a custom report, and I successfully added the action through a customization project. It works as expected when tested independently.However, the instance also has an eBiz customization package that adds workflow actions to the same screen and state. When both packages are published, the available actions appear to depend on the customization project levels. Changing the publishing priority affects whether my custom action or the eBiz actions are displayed.How can I configure my customization so that both my report action and the existing eBiz actions remain available in the same workflow state?Is there a supported way to extend the workflow provided by another customization package without overriding its actions, or do these changes need to be combined into a single workflow customization?Please advise. Thank you.

Is this possible to create a Trial Balance with Dr and Cr as separate column using ARM Report ?Has anyone tired this  ?I am getting lot of issues on calculation and Totals are not matching ..  

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.

Hello, I voided a lost paycheck from Feb 2026 (it is now 11/2026). I am trying to re-create that paycheck which I did successfully. The only thing is the deduction I had to add manually and when I go to calculate the paycheck it takes that amount away. How is this fixed so I can get the correct amount on the re-issue check? I am in 2026R2

Hi Community,In a situation with 2 different Shopify Stores, B2C and B2B, are connected to the same Acumatica site, and some Inventory Items are in one store vs in another store, does anyone have a solution for the Inventory Items staying active in Acumatica?The Items are created in the Shopify stores, but when the sync runs for each store, it will mark all of the items in the other store as Inactive in Acumatica. Is there any way around this?Thanks,-RJ

We are initializing a client’s Acumatica instance and need to load their cost projections into the system.  The client has dozens of projects and over 600 projection lines to update.  We’ve tried building an import scenario to do the heavy lift, but it appears that this screen doesn’t support this level of automation since you can only add lines by way of the Add Budget Lines pop-up, or upload the data one project at a time.  You can’t simply add rows to the projection screen, and there are no commands to “Add and Close” in the screen automation.  Has anyone written an import scenario that supports the importing of projections for mulitple projects, or are we confined to using the data upload process for one project at a time?

Hi AllWe recently upgraded our PCS environment to 26R1. In my test environment, I was checking the modern UI and how it changes the screens.I have a few customizations that add custom fields to existing screens such as our Purchase Orders screen (see screenshot for details). The fields display fine when in the classic UI but when I switch it to the modern UI the fields are not displayed. How can I fix this, please?ThanksAmitPO screen in classic UI with custom fields highlightedPO screen in modern UI with custom fields not displayed 

2026 R2 (26.200.0334)After logging on or returning to to the landing page the Reminder popup window is displayed in Classic UI with the deprecation message. However, on other native pages/screens, which are all Modern UI,  the Reminder popup window displays in the Modern UI.  

Apologies if this is already covered, I did search and could not find what I am looking for. Our five/six year old MYOB environment has a massive Audit history logs and I can’t find a way to delete on logs based on date and time?  Also, is this recorded for individual Tenants? Can the Audit log cleaning be done via UI or I need some special access to Database?  We have a cloud implementation, is it possible to get access to the database directly?

Hello,We recently had a request to enable edit only access at the Sales Order level, but maintain delete access at the Sales Order line level. There was no issue changing the Sales Order to edit only, but since sales order lines are inherited, I’m struggling to enact this ask.Has anyone found any luck with a basic solution to override inherited?

Whether you’re learning everyday workflows, exploring AI, or developing your first customization, there’s a cohort to help you take the next step. Onboarding Cohort | Build skills for your everyday workThis cohort includes role-based learning paths covering Acumatica fundamentals, Choose the content relevant to your role and join live weekly Office Hours with Acumatica experts to ask questions and get practical guidance. 21-day program, offered monthly Next cohort begins December 7, 2026 Live office hours weekly Progress is saved so you can continue in a future cohort if needed Explore the Onboarding program and register →AI Cohort | Build practical AI expertiseGrow your AI expertise for Acumatica ERP through a focused learning program. With four core courses and a manageable weekly commitment of ~4 hours per week, this cohort provides a structured way to make AI learning part of your professional development. 21-day program Next cohort begins February 1, 2027 Live office hou

We have a site in the UK who want to lookup postcodes and have the address entered automatically.   When a new customer is created they enter the postcode and it displays all the address’s in that postcode.   The user will then select the correct address and its updates the relevant fields.    Can anyone advise on a solution that will work in the UK. 

Hi Acumatica Support Team,We are facing an issue while uploading attachments to a Bill of Material (BOM) using the Acumatica REST API.Scenario:We need to upload a file to the following BOM record: BOM ID: BOM000023 Revision: * File Name: AACOMPUT01.jpg We are using the following API URL for uploading the attachment:http://localhost/AcumaticaQMS26R1/entity/ABPManufacturing/25.100.001/BillOfMaterial/BOM000023/*/files/AACOMPUT01.jpgWhen we execute the API request, we receive the following error:A potentially dangerous Request.Path value was detected from the client (*)Questions: What is the correct REST API URL and HTTP method (PUT) for uploading an attachment when the BOM Revision value is *? Does Acumatica support * as a valid Revision key in the attachment upload URL? Can we use %2A instead of * to avoid the ASP.NET request-path validation error? Is there any alternative supported approach for uploading attachments to a BOM with Revision *? Expected Result:We want to successf

Goal Allow Account Group IDs (ACCGROUP segmented key) of up to 30 characters.  Problem On Segmented Keys (CS202000), ACCGROUP shows Max Length = 10. Setting Segment 1 Length to 30 and saving returns: "Error: Updating 'Dimension' record raised at least one error. Please review the errors. The key length is greater than the maximum allowed value."  What we have done (customization project FSAcctGroupCD30, published 2026-11-12) 1. Database Scripts > Increase Column Length: PMAccountGroup.GroupCD from String(10) to 30. The Column Length Increase dialog now reports the column as String(30). 2. Data Access > PMAccountGroup.GroupCD: Replace Original attributes, changing only the string attribute to [PXDBString(30, IsUnicode = true, IsKey = true, InputMask = "")] The original attribute had no explicit length. All other attributes (PXDimensionSelector, PXDefault, PXUIField, PXFieldDescription) are unchanged. 3. Published. Max Length on CS202000 for ACCGROUP still shows 10.  Findings from

We have been using AD for login to Acumatica for some time.  We have several remote users who access Acumatica via the app, using AD login, with no issues.  In the past I have been able to log into the system via the app as well as desktop, however now I can just log in via the desktop, not the mobile app.  Please note;I can log into the PC web browser from “any” pc just fine using the AD button after entering the URL for the server. I can log in on a mobile device using a browser session and the URL/AD buttons. I can’t log in using the mobile device even though the URL is correct. Open the app, enter the URL, tap next Tap Active Directory Tap my MS account as listed Tap approve a request on my MS auth app Follow the process to enter code for approval Return to the mobile app, which now shows the AD and my ID along with the Verify your identity - your org requires additional sign-in methods to access this resource.   I’m only allowed to select Face, Fingerprint, PIN, or security

EnvironmentAcumatica 26.100.0175, Customizations: None (reproduces on a clean instance) Screen: Activity, type Chat (CR306010), new unsaved record User: admin, tenant Company, branch Products WholesaleSteps to reproduceOpen a new Activity (Work Item) on CR306010.  Make sure Track Time and Costs is selected and Started On is filled in by default (11/12/2026 3:01 AM) in my case. Click the Completed On date field: im populateing with 11/12/2026, time defaults to 12:00 AM. In the Completed On time field, enter the same time as in Started On (3:01 AM). Value should be <= startdate Actual resultAn error appears: Error: Unhandled exception has occurred, your changes have been rolled back: Insufficient stack to continue executing the program safely. This can happen from having too many functions on the call stack or function on the stack using too much stack space. The entered value is rolled back: the Completed On time returns to 12:00 AM. Trace for the UpdateRecords request (11:01:50 UTC)

Hello all,I have been struggling to create an import scenario where I’d like to delete the existing vendor records from the Non Stock items screen & add a new vendor & set it up as a default.

Hi everyone,I need help with a Fixed Asset case in Acumatica. Here is our situation: We got a vendor bill for a Fixed Asset in September, but we lost it and just found it now in November. The user just created the Bill in November and converted it to a Fixed Asset. By rule, this asset must depreciate over 12 months, starting from September. Because September and October are already passed, we want to add the depreciation of September and October into November. After that, the remaining months will depreciate normally every month. Is there a way in Acumatica to put the September and October depreciation into November, and still keep the 12-month schedule from September?Thank you for your help!

I've been exploring different approaches to connecting LLMs to Acumatica, particularly around how AI can query ERP data dynamically without requiring administrators to anticipate and configure every possible reporting scenario.With Acumatica's native MCP server in 26R2, administrators can expose selected, published Generic Inquiries as read-only tools for external AI clients. This provides a controlled way for an LLM to retrieve and analyze ERP data while maintaining Acumatica's existing security model.However, there are also MCP-based integration architectures that support natural-language queries across Acumatica modules, execute queries against the ERP through authorized connections, and return results directly to the LLM or as refreshable Excel reports.What interests me is the architectural difference between these approaches, particularly when the AI needs information that hasn't already been modeled in a predefined GI.1. Dynamic querying vs. predefined Generic InquiriesConsider a

Is there a way to restrict what subaccounts can be used based on the account class?  We use subaccounts for departmental classification.  Like many companies, we do not departmentalize our balance sheet and use 000-000 as our balance sheet class.  With that, we do not want any departmental subacounts used on balance sheet accounts and likewise, we do not want the Balance Sheet 000-000 designation used on any P&L accounts.  We have to clean this up every month because mistakes will be made.