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The next cohort begins November 2. It will be our last cohort this year, as there will be no cohort in December.Following multiple requests, registration is now open to everyone, including Acumatica customers. Participation is no longer limited to partners.The program includes four courses delivered over 21 days. With a commitment of about four hours per week, you’ll gain hands-on experience with Acumatica’s AI capabilities and learn how to apply them to real ERP scenarios. Participants who complete the program will earn the AI Specialist badge.What the Program CoversIdentifying the right use cases for AI Recognize when a business process is best handled with standard ERP functionality and when AI can add value. Getting started with Acumatica’s AI capabilities Learn how to set up and use the ready-made AI features available in Acumatica. Finding meaningful signals in ERP data Work with AI Assistant and Anomaly Detection to uncover relevant information and identify unusual activity. Cre

Are Document level discounts the only kind that are editable after they are added to an SO? I’ve been testing and that seems to be the case but thought I would ask

Hello,Can anyone use AcuMate to validate Modern UI files?I’m trying to use AcuMate with Modern UI files and wanted to check whether anyone in the community has successfully used it for validate html and ts files.I have AcuMate extension installed and enabled in VS Code Acumatica version 26R2My current configuration is:acuMate.backendUrl: http://localhost acuMate.login: admin acuMate.password: 123 acuMate.tenant: empty(if single tenant) acuMate.useCache: true acuMate.useBackend: true acuMate.usePrettier: true acuMate.clearUsages: trueHas anyone successfully used AcuMate to validate Modern UI files? If so, could you share your configuration or any additional steps required?Thank youSrinivas Kota.

 I initially created my target equipment import scenario without warranty information. The import did not throw errors. I am now returning to the import scenario and adding warranty information (company warranty):CompanyWarrantyCompanyWarranty TypeCpnyWarrantEndDate It runs and does not throw an error, but the warranty info does not get updated.How can I get these warranties updated?

Hello, wondering if anyone is or has had the same issue when updating the current movement class for an item-warehouse using the Update Movement Class screen (IN506100) I’ve tried the following:Select Warehouse and Period, then Click “PROCESS ALL” Projected Movement Class would populate on some items I’ve tried selecting an item with a projected movement class and then click “PROCESS” Current movement class for that item would not get populated on (IN506100). I checked warehouse details for that item-warehouse and there is no value on the movement class.I’d appreciate if anyone has any suggestion or knows what I’m doing wrong to let me know. Thank you!!    

Good day Team,Our client is requesting to a Code 647 instead of the 627 Code for the offset line that the system do when you create click the Offset option on the PlugIn This line produces a offset debit line for the NACHA ACH File that starts with 627 I am trying to modify this to show a 47 instead of a 27. Does anyone has have luck doing this? I do have a case with Acumatica support, but I wanted to see if anyone had to do a similar change.

Hi community,We generated an invoice that is currently in Open status, but it has NOT been fiscally stamped (No Timbrado) yet.One detail line was missing its Tax Category (IVA16), so total tax was undercalculated. Since the invoice is already released, lines are read-only.Under the Corrections menu, we see Correct Invoice and Cancel Invoice. What is the recommended standard practice to re-issue or edit the tax on this document prior to CFDI stamping?Thanks in advance for your guidance!

Hi,I would like to see the enhancement for the Email Templates (SM204003) screen to allow users to attach Generic Inquiry (GI) results directly to outgoing emails, similar to how reports can currently be attached.Current FunctionalityIn Acumatica ERP, the Email Templates (SM204003) screen provides an Attached Reports tab that allows users to attach report outputs to email notifications.However, there is no equivalent standard functionality to select a Generic Inquiry and attach its result set as a file to the email.While this approach works for certain scenarios, it is not ideal when the inquiry returns a large number of records.Limitations of Existing WorkaroundsThere are currently two possible approaches to address this requirement, but both have limitations:1. Include GI results directly in the email bodyAs discussed in the existing community post, GI records can be included directly in the email body. However, this is not ideal when the inquiry returns a large number of records, as

Hello,I am trying to create a GI that will give account ending balances for a specified branch and financial period across all account+subaccount combinations that have a non-zero balance. I wanted to expand an ARM report by account and subaccount and that isn’t really an option due to the size of the chart of accounts, number of subaccounts, and the maintenance required to maintain it. I am using GLHistoryByPeriod, GLHistory, and GLBudgetLine (x3, aliased) DACs. I have tried a few different configurations but the closest I’ve gotten so far is this:FROM GLHistoryLEFT JOIN GLHistoryByPeriod ON GLHistory.AccountID = GLHistoryByPeriod.AccountID AND GLHistory.SubID = GLHistoryByPeriod.SubID AND GLHistory.BranchID = GLHistoryByPeriod.BranchID AND GLHistory.LedgerID = GLHistoryByPeriod.LedgerID AND GLHistory.FinPeriodID = GLHistoryByPeriod.LastActivityPeriodINNER JOIN [PX.Objects.GL.Account] AS Account ON GLHistory.AccountID = Account.AccountIDINNER JOIN [PX.Objects.GL.Sub] AS Sub ON

Hello, Exciting news for our VAR/Partners and customer admins who will be installing the Acumatica Outlook Add-In for the first time.  We’ve built a customization package to streamline many manual steps that had to be previously taken to install and set up the Outlook Add-In.This script automates the Microsoft Entra registration and the Acumatica-side connection, so your admin only needs to run it once and then your users are ready to install the add-in! Before you start:An Entra (Azure AD) administrator must run the setup. The package creates and consents to the app registration in your Microsoft tenant, which requires admin rights. A standard Acumatica admin without Entra privileges won’t be able to complete it.  Before running, please review the manual steps included to assure you are comfortable running this script.  These steps can be found in the Solution section of this link. Download the Customization Script here.   Note- this is still dependent on your Acumatica instance be

Hello-On 2025R2 we are encountering the same issue as the known issue linked below.After the payment is prepared under Prepare Payments screen (AP503000), Batch Payments (AP305000) fails to export with the following error:The batch is for 1 vendor, and both the Vendor record and the Bills on the batch are configured for the same payment method:Settings for use in AP > Export Scenario = Export AP Payment to ACH Balanced v2 Settings for use in AP > Payment Method Details capture the beneficiary name, account, and routing number with default validation but no masks.  The routing number configured under the vendor is confirmed to be 9 digits and accurate.This error persists when attempting to export a payment for a different vendor & bill. Any help appreciated, TYVM!!

Estimated reading time: 15–20 minutesWhile working with Acumatica Report Designer, there are several small things that can save significant time during development and troubleshooting. I thought of sharing some practical tips that might be helpful to other Acumatica developers and consultants.I've compiled some practical tips and lessons learned that may help Acumatica developers, consultants, and report designers save time when building and troubleshooting reports.1. Passing Parameters to a SubreportWhen passing parameters from a main report to a subreport, make sure you verify the parameter mapping carefully.Example: A Sales Order report passes the Order Type and Order Number to a subreport that displays additional order information.Things to verify: Define the required parameters in the subreport's schema. Ensure the parameter names match the names expected by the subreport. Make sure the parameter data types are compatible. In the main report, configure the subreport control'

We have a couple of customers that require tiered discount terms.  One of them is a very large international company, so I’m sure others have ran into this situation as well.  If I have a customer that wants us to allow 4% discounts at Net 10 days that then trickle down daily to a 0% discount when the invoice hits 120 days, how do I make that happen?  The only way I can see it working is creating terms that would allow the customer a 4% discount for paying at 120 days since the system will not allow for a discount to be even a penny more than listed when the invoice is created, in addition to there only being one discount date available on my screen, not multiple due dates.  I just don’t know how to make this so that the customer doesn’t have the ability to take a 4% discount no matter what.In addition, I have a customer that wants their tier to be 4% N30, 3% N60, 2% N90, 1% N120, 0% after that.  Again, how do I accomplish this without the customer having the ability to take a 4% disco

Is there a way to fix this?Issue: We start a SO and mark items for PO. Sometimes, PO is created and gone through the normal process. Other times, PO is created but then customer changes their minds and cancels the order all together. We “cancel” the SO accordingly. But it’ll still show these in the dashboard for “POs to create.” I was able to go in a few, reopen SO and uncheck the boxes. But some, it won’t let me. Gives me an error message saying it’ll cause the inventory ID to go negative. UGH! I’m just REOPENING the SO. I’m not finalizing anything or invoicing anything. There is more than in this screenshot.

 We are using the Acumatica 2026 R1 contract-based REST API (25.200.001) to create Stock Items and configure warehouse-specific Inventory Planning settings.Our goal is to create a stock item with two warehouses configured as follows:Warehouse Source Source Warehouse A001 Manufacturing   B004 Transfer A001 The stock item uses the MRP planning method.BackgroundInitially, we attempted to create both warehouse records through StockItem.WarehouseDetails. However, the replenishment source values were being inherited or overwritten, resulting in both warehouses having the same source.We subsequently moved to the dedicated ItemWarehouse REST entity (IN204500 / INItemSiteMaint), using separate PUT requests for each warehouse.We also determined that, for MRP items, the standard ReplenishmentSource and ReplenishmentWarehouse fields do not appear to control the Inventory Planning settings correctly. Instead, the manufacturing-specific fields and their individual override flags must

Hello all,The requirement is to have a batch payment process that supports filtering by customer/vendor and date, along with manual invoice selection for both incoming customer payments and outgoing supplier payments, rather than automatically applying payments to all outstanding invoices.Is this setup possible. I know customization would be my last option, still wanted to hear out suggestions, if someone might have implemented.

Hi, I have a field to display PO#, and I’m trying to make its size dynamic, but despite trying all possible properties, it still only displays as much as fits in the original field size.I tried CanGrow first, then also ticked WordWrap, CanSplit, and Multiline, and as a last attempt, I also ticked CanShrink—none of them worked.The Report Designer version matches the Acumatica version, and the text field is not inside any other panel.I know I can manually increase the field size, but I’m trying to understand if these properties are actually functional. Any insights?Thanks! 

My company adds $3.75 handling fee to outbound UPS shipments. This amount is added to the freight cost we incur from the carrier (UPS), the sum of the two quantities (freight cost + our handling fee) are combined and billed to the customer on their invoice. I see handling charges can be added using SHIPPING TERMS, which can be assigned within CUSTOMER CLASSES. However, if I have a sale that is delivered via my company’s truck or if the customer picks up at my facility there should not be a shipping and handling charge. I’d like to avoid relying on users to manually change the SHIPPING TERMS on a sales order each time there is a customer pickup or deliver via our truck. Is there a way to attach the shipping and handling charge to SHIP VIA or CARRIER so this is automated? There must be something I’m missing in order to accomplish this. We are not the only company to use freight padding.Thank you,Matt

Hello, We’ve been using Acumatica WMS for about two years now. We were initially excited about the picking functionality—using a smartphone via the Acumatica app, or a handheld scanner—but it has not lived up to our expectations. I’m curious if anyone is having success? Here are our pain points: In order to pick via the handheld, you also need a printed picking worksheet to know where to go and what to pick. Using the Review screen during the pick is inefficient to look back-and-forth between. I wish the picking screen would tell you more about where to go, what SKUs and quantities to pick, rather than leaving you “blind” to that information.  It is therefore much easier for our team to just use the printed picking worksheet to pick orders. Using the handheld takes much longer.  As far as I know there’s no way to simply mark a picking worksheet as “picked” in Acumatica. You have to actually scan everything (which takes forever). Therefore our team just deletes the picking worksheet aft

trying to input sales tax on prepayment invoice. i know prepayment workflow is primarily built for VAT. it is not allowing us to calculate sales tax automatically as usual due to this. is everyone’s work around just making a SALES TAX non-stock or is there something i need to turn on in order for Acumatica to allow sales tax to work like normal?

Session timeout and user inactivity timeout are two different settings. - https://community.acumatica.com/maintenance-and-troubleshooting-229/how-to-extend-the-session-timeout-3933?postid=90543#post90543Session timeout is set to 1h by default in the web.config file. When a user has exceeded the session timeout, they may not be aware.Can there be a warning message or pop up message informing them so they are aware they on a “stale” screen?

If we send a quotation through email, if the customer replies back to the email will that be recorded under the Incoming email? Do we have to work on any integration or does standard Acumatica support this?

We understand that In Acumatica, the "estimated lead time" is typically calculated by combining the vendor lead time that is manually entered in the vendor details with any additional lead time days that are manually entered on the inventory line item itself and then displayed as the estimated lead time for that item.  Based on the information we've found so far; it seems that the manual process mentioned above is the only option. For companies with large inventories, numbering in the tens of thousands, automating this function is essential.Our questions are:Does Acumatica have logic that automatically calculates estimated lead times.  If so, how do we go about setting it up?For example, instead of manually updating the lead time on both the vendor master record and the item master under the vendor tab, is there a way for the system to automatically calculate the average lead time based on PO issue dates vs PO receipt dates?  Our goal is to eliminate the need for customers to manually

Hello Community, I created a new custom report to display payment details. The report runs correctly from the Report screen when I provide the parameters DocType and RefNbr of the payment.To automate this after releasing a payment, I created a Business Event and added an Email Template subscriber. In the Email Templates screen, I attached my custom report with the parameters defined.However, when the Business Event triggers and sends the email, the attached report is always blank. I have tried both enabling and disabling the “Use Event as Data Source” option, but the result is the same.Steps to Reproduce: Create a custom report that takes DocType and RefNbr as parameters (works fine when run directly). Create a Business Event triggered after releasing a payment. Add an Email Template as a subscriber. Attach the custom report in the Email Template with required parameters. Trigger the event → The email is sent but the attached report is blank. Is there anything I need to change

Hello all,I am trying to setup the incoming mail processing where if a mail is received it should be forwarded to an employee.Under the Incoming Mail Processing tab, we have the option to Routing the mails. How to setup this?Thanks in advance.