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Hello all,I want to design a P&L based on the item class as in the below screenshot. Now the only thing I am stuck is the . Is there a way we can design the same under ARM report? If not then under my report designer how can I design to include the COGS ? Because i need to calculate cogs based on COGS account class. 

Hi everyone,I’m looking for guidance from the community on a matrix item performance issue we’re encountering.BackgroundWe have a client that relies heavily on matrix items, with a single attribute (Color) that currently has 6000+ values and continues to grow. This is due to vendors introducing many unique color variations over time.ProblemWe are seeing significant performance issues when working with template items:Template screen takes a long time to load System performance degrades noticeably In some cases, the screen becomes nearly unusableIt appears the system is attempting to process a very large number of attribute values when loading the template.ConstraintBreaking the attribute into multiple attributes is not an option for this client because:It would disrupt their current product structure It would negatively impact SEO and eCommerce product organizationQuestionsHas anyone dealt with very large attribute value sets (thousands) in Acumatica? Are there any best practices for ma

Hi everyone,I'm currently working on an SPS Commerce integration project with Acumatica and was wondering if there is any public documentation that explains the overall integration process and setup.If anyone has implementation guides, knowledge base articles, training materials, or can point me to the appropriate documentation, I would greatly appreciate it.

This July, Acumatica launches Beacon, a new knowledge website and trusted knowledge foundation for Acumatica where documentation, release notes, known issues, job aids, videos, and knowledge articles come together in one continuously updated destination.Beacon is available to everyone without signing in. For a personalized experience and access to additional content, simply sign in using the same single sign-on (SSO) credentials you use for the Acumatica Portal. Beginning on launch day, links to Beacon will be available from both the Acumatica Portal and Community.Beacon is more than a new destination for documentation and product knowledge. It's a strategic investment in how customers, partners, developers, and employees discover knowledge, build expertise, and get trusted answers throughout their journey with Acumatica.By bringing our product knowledge together into a single, AI-connected experience, we're creating one trusted source for the information people need, whether they're i

We are using the native shopify connecter with bidirectional sync for sales orders - and i found that if i cancel orders is shopify, it cancels the order in acumatica properly.but if i cancel the order in Acumatica, the moves to “Cancelled” in shopify - but the payment does not get “Voided”, it just remains authorized and i have no way to manually cancel it in shopify. i reached out to shopify plus support and they said it needs to be done by the API.Anyone have any insight into this?  

Hi everyone,I am currently analyzing the database schema for the Manufacturing Edition, specifically looking at the Cost Roll process (AM508000).I noticed that the core table used during this process, AMBomCost, includes a UserID field as part of its structure.Could someone please clarify the exact architectural purpose of this field? Is it used strictly for session-based data isolation to prevent conflicts during concurrent cost rolls by multiple users, or does it serve another specific tracking/auditing purpose within the Manufacturing module?Any insights into how Acumatica handles data inside AMBomCost during the processing lifecycle would be greatly appreciated.

Hello all,I have a scenario, where I would like to manufacture my FG either from Site A or Site B. So based on my Machine availability and MRP planning, I would like to have the option/suggestion from Acumatica as to from where shall I move to Produce my FG, whether it is from Site A or Site B.Is this possible in Acumatica? If so, how? Would be grateful for your guidances and inputs.

Every month our company sends out Customer Statements to show Invoice and Payment history for that month. We email some and print and mail some. We have been live with Acumatica for a year and every single month there is an issue with these statements. Whether it’s calculations are off, form not printing correctly, missing data, etc. we have shelled out considerable amounts of money to our partner to fix these issues just to fix a new issue the next month. Can anyone recommend either an expert Acumatica report designer or some solution that easily integrates with Acumatica that is more user friendly than report designer and we can create the forms ourselves? Anyone know anything about GoFormz? We have Velixo, can I use that? Any help suggestions are welcome!

Hello, I created a custom label where an employee can put in the production ticket number and print a label. Upon testing, I realized that the information will not populate unless the WO is in a “Completed” status. I would like for this to populate in the “Released” status as well. Does anyone know how to achieve this? Released Status: Completed Status:  

Hi Team,I’m having a hard time with a refund to a customer.Back on Dec 29, 2025, a payment from customer XXXXX was deposited into our bank account (they’re on PAP)Payment XXX for $1594.05Part of the payment was for an item that was not yet in stock, and part was for an order that was invoiced and sent.The $1554.07 that was intended for an item that had not yet been invoiced was left as an open payment on their account.The customer later cancelled that order, and I refunded them.The initial payment (XXXX) and the refund (YYYY) both show as open in Acumatica. How do I connect these dots and close off the payment and the refund? The refund is appearing twice in the Payment Transaction section of the application history, and it is also reflected in the Refund Transaction section.Please advise connect these dots and close off the payment and the refund

Hi Team,  Bright Side's orders aren't automatically invoicing like they should. When I go to manually invoice them I get an error related to Pacejet. Can you help look into what is going on? Below are the two shipments currently needing to be invoiced.I tried to correct the shipment to see if I could send it back through but since it has been too long since confirmation it wouldn't let me. The problem is, even though it wouldn't pull it back from Pacejet into Acumatica, it still deleted the shipment from the Pacejet side. So now its busted even more.

Has anyone built out a dashboard or report view for a traditional bid board for an estimating/sales team managing multiple bids with various sub-contractors successfully? 

Hello, Has anyone ever added a Vendor Ref # to the ACH export file? I do see this AddendaInfo.APInvoice_InvoiceNbr field but when I add this field value the export always returns a formula error (even if no formula present, tried removing formula all together).  Thanks, Eric 

We just recently updated to version 2024R2 and since then have found our MRP generation is not consuming the forecasted demand.  For instance our forecast for January 2025 has already been consumed by SO that exceed our forecast.  However, MRP is planning to the original forecasted demand.

We upgraded our client to Prime from Advanced.Shortly after, we upgraded from 2024.1 to 2025.1We are experiencing extreme speed issues ever since.We have a case logged since 10.28.2025 but no resolution yet.Is anyone else experiencing slow down since upgrading either their license or version?I’d be interested to hear.Thank you.

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.

I have been using the Incoming Documents feature to bring in my invoices into Acumatica with the GL, however the subaccounts never populate even though I have it set up on the non-stock sku.

When I try to release an issue (IN302000), I get PXLockViolationException error:Question: does the tstamp in each ARTran row in the database need to match the PXCache somehow?  Which object in the cache do I need to look for?

Hi! Is there a way to do dropshipments for service orders? We’re looking for functionality similar to sales orders where a line can be marked for PO and dropshipped.

Question for those of you in Distribution who have a custom website integrated with REPAY (or another payment provider).Our current process is that the customer enters their credit card information in the secure REPAY window on our website. The website then sends the sales order together with the payment token to Acumatica through the integration. We don't pre-authorize the card on the website. Instead, we pre-authorize it later in Acumatica as part of a scheduled process.The challenge is that if the authorization fails, the customer doesn't find out until later, which delays order processing and creates extra work for our Customer Support team.I'm curious how others handle this. Do you pre-authorize the card as soon as the customer enters it on your website, or do you wait until the order reaches Acumatica? If you do pre-authorize it right away, what amount do you use? Is there a common best practice for this?We're looking at moving the authorization earlier in the process so customer

Hello,There are two areas that I have questions about:1) My existing code logic locates my two action menu items "CREATE CUSTOMER TEST" and "CREATEVENDOR TEST" in the "Other" section of the "dot dot dot" menu (below). How can I relocate those menu items to the "Record Creation" section?2) The same code that adds the action menu items to the "dot dot dot" menu also adds the two menu items to the main toolbar menu.Is there a was to hide the menu items so that they are not visible on the main toolbar menu but still visible in the "dot dot dot" menu?Thank you in advance.Ken Severud  My code behind:  

Am I just too old fashioned, or does anyone else lock down the ability for end users to create Shared filters on GIs (and elsewhere in the system)?  It seems like every time I have a consultant working directly with an end user the question always comes back “Why can’t this person check the “Shared” checkbox?”  I have over 200 users on the system; if everyone had the ability to share their filters the list of filter tabs on most GIs would scroll off the side of the screen.We lock it down, so when we do have a user with a good filter to share, we (IT) wind up recreating it.  It’s not a horrible task, but now we’re starting to do more pivots and recreating those is painful.  

Hi Acumatica Community, I am in a situation where in our production environment when a user upon Loading the Documents and just before clicking “Save” the system is working perfectly.The moment “Save” is clicked the system becomes unresponsive for all the other users who were trying to do anything. The “Save” action alone is taking almost minutes sometime even multiple minutes and no other user is able to do anything and the system just becomes unresponsive.I did check if it could be related to some customizations and even tried unpublishing the customization that touched this screen; the problem still exists.Steps that I have taken to find the root cause of this:Tried to do record a Profiler for this action from the moment this screen loads. Upon inspecting the profiler for multiple scenarios the thing that was consuming the most of time was an Update SQL specially an update query that was taking multiple seconds. the longest time consuming SQL update statementupon sorting on the long

I am working on a Field Services customization which adds an extra state to the appointment workflow for a particular service order type. The state, called “Ready to Bill”, sits between Completed and Closed. I have an action defined in a graph extension of FSAppointmentEntry which runs some custom billing logic. The intent is to have users run this action before they can close a completed appointment, so that the detail lines are updated based on our business rules and the charges are all correct. The action itself is working perfectly.The problem I have? No matter what I do, I cannot get the UI button for the action to actually transition the state of the appointment. I followed the instructions in the open university course W150 and the wiki:Extend System Workflow Add new state Add existing action (picked my action, defined in code, from the list) Add my action to the Completed state Add transition to the Completed stateThe instructions just end here, as if that is all you need to do

Hello,We’re still relatively new to Acumatica and are encountering some issues when attempting to update pricing on an existing Purchase Order. We’re following the below process:-Create the PO and move to Open status-Recognize a price update is required-Place the PO on hold-Attempt to update the price via item vendor prices (manually if only a few items)-Ensure effective date is before promised on date-Attempt to update price via worksheet-Select recalculate price to perform updateThis process has resulted in some successful price updates and some non-successful. My question is, are we following the correct process to update prices in already created POs?