Unanswered questions

Is there any table in Acumatica which stores Average cost history against a stock item.

Hi everyone,I am working on Acumatica 26R1 and I need to make three specific fields (externalRef, subject, and ownerID) editable on the Project Quotes screen (PM304500 / PMQuoteMaint) across all document statuses, except when the quote status is 'Closed'.I attempted to achieve this using a standard graph extension with the RowSelected event, but the fields remain grayed out/locked on the screen: using PX.Data;using PX.Objects.PM;namespace PX.Objects.PM{    public class PMQuoteMaint_Extension : PXGraphExtension<PMQuoteMaint>    {        protected void _(Events.RowSelected<PMQuote> e)        {            PMQuote row = e.Row;            if (row == null) return;            // Goal: Allow editing only if the quote is NOT Closed            if (row.Status != PMQuoteStatusAttribute.Closed)            {                Base.Quote.AllowUpdate = true;                Base.Quote.Cache.AllowUpdate = true;                                PXUIFieldAttribute.SetEnabled<PMQuote.externalRef&

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

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-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!!

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 exported a report in Acumatica to excel with 1yr worth of data, when opening up the exported report in excel, it gives me the below error and if I hit yes, I will lose some of the data in the report. When running it in batch, say 1 month worth of data, I have all the data. Do you have any thoughts on this please? Thanks 

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?

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?

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 Everyone,Does Shopline integrate with Acumatica ERP?If anyone has experience with this integration, I would appreciate hearing about the workflow, available connectors, or implementation approach.Thank you.

Hi, I have a requirement to send an email notification to remind the admin that their employee’s probationary will end in 2 days. It’s found under employees screen > history tab for the position.I had it working by creating a Business event + GI, but it only triggers an email notification when there is only one record in the GI. If there are multiple employees with the same probationary end date, it doesn’t trigger. Any thoughts? Attached is my BE and GI setup with the email notification. Thanks heaps!

Hi all,A client is looking to be able to embedd docusign part 11 into Acumatica. Its needed for sign offs. Instead of sending out a document for signature, they want to be to sign in the acumatica instance and keep it there for records.

When we access an email inside of Acumatica and reply to it, our Logo gets attached as a file attachment multiple times (like 5 times in the screen shot example). It only happens when we reply.I have three copies of our logo attached in “Companies/Visual Appearance/Report Logo and in Site Logo. I’m afraid if I delete these it will impact our invoices or other forms that have our logo.Has anyone experienced this, or could anyone give me guidance on how to resolve this. 

While the new Production Orders by Build Capacity is nice, you still have to look at the critical materials one-by-one per production order. We will need a way to get the Critical Materials for ALL jobs.Previous “Solved” community entry: Critical Material Report | CommunityI’ve seen a few suggestions about GI’s in community, but this appears to be a very complicated GI to build - anyone willing to share theirs, that would work for 2025 R2? Thank you!! 

Is there anyone that has come up with a way to split a production order after production has started, manually, that allows for the order to be tied back to the original order for quality compliance?If so, how are you doing it?We are trying to use Acumatica 2026.Example: 100 pc are put into production 7 steps into production we need to split the order due to some issue. 50 will be completed as originally planned and 50 will go through some other process before being shipped to the customer.We need to maintain the history of the entire production order for quality purposes. Even if it requires a custom report and some way to flag the orders to put them together.Using Lots or serial numbers are not an option.

Hi community,Does anyone know what access rights allow for a role to log into the site under Maintenance Mode? I know it says only system administrators can log in. If I copy and paste the System Administrator role in Acumatica to a new role, can that new role log in under Maintenance Mode? If not, is it possible to be changed? I am looking for a role that has almost everything the System Admin has; however, I want the role to be able to login under Maintenance Mode.Thanks,RJ

Hello, I’d like to update the values on a processing screens grid. Specifically the data on the ‘Create Transfer Orders’ processing screen, shown below.The graph is SOCreate and I can see that the data is created using a view called FixedDemand.[PXFilterable]public PXFilteredProcessingJoin<SOFixedDemand, SOCreateFilter, InnerJoin<InventoryItem, On<InventoryItem.inventoryID, Equal<SOFixedDemand.inventoryID>>, LeftJoin<SOOrder, On<SOOrder.noteID, Equal<SOFixedDemand.refNoteID>>, LeftJoin<SOLineSplit, On<SOLineSplit.planID, Equal<SOFixedDemand.planID>>, LeftJoin<INItemClass, On<InventoryItem.FK.ItemClass>>>>>, Where2<Where<SOFixedDemand.inventoryID, Equal<Current<SOCreateFilter.inventoryID>>, Or<Current<SOCreateFilter.inventoryID>, IsNull>>, And2<Where<SOFixedDemand.demandSiteID, Equal<Current<SOCreateFilter.siteID>>, Or<Current<SOCreateFilter.siteID>, IsNu

Does anyone have an import for AM215000 Engineering Change Order ?I would like to see your mapping if willing to share?(25R2)Thank you