Unanswered questions

Hello Guys, Im new in Rest Api connections, i need to connect from Postman to Acumatica Endpoints, but i dont know how to configure the connection, boyd, etc from the side of Postman.In acumatica the endpoint is USPS.25.200.001  and i need to get some tables like:ww_ZZ_Analytica_AliasTable_AH  Etc My question is whats is teh config from the side of Postman

I am trying to update the Billing tab email on the Customers screen AR303000 using an Import Scenario.Goal:Update Customers → Billing → Bill-To Info → Email for existing customers. The Billing → Bill-To Info Override checkbox is already checked on the customer.Test customer:Customer ID / AcctCD: 18907What works:I created an Export Scenario on Customers AR303000 and successfully exported the field:Billing → Bill-To Info → EmailThe export correctly returns the current Billing email for customer 18907, so the field path appears to be correct. Import file:AcctCD = 18907Primary Contact Email = XYZ@123.comImport Scenario:Screen Name: CustomersProvider: Excel providerProvider Object: TemplateI have tested mappings such as:Customer Summary → Customer ID = AcctCDBilling → Bill-To Info → Override = ='True'Billing → Bill-To Info → Email = Primary Contact Email Prepare works and shows the one row correctly, but Import fails with:“1 items have not been processed successfully. View name: BAccount.” 

Hi Acumatica Community,I created an Import scenario for 1-Step Transfer but encountered an error.is there a mapping that I need to include to proceed?Thank you!

I am creating a Payment/Prepayment through the Acumatica Contract-Based REST API and applying it to a Sales Order using the OrdersToApply detail.The same API payload structure works for several Sales Orders, but it fails for some specific orders with the following error:An error occurred during processing of the field Order Nbr.:The order cannot be applied, the specified combination of the order type and order number cannot be found in the system.Sample request structure:{ "CashAccount": { "value": "XXXXX" }, "CurrencyID": { "value": "USD" }, "CustomerID": { "value": "CXXXXXXXXXXX" }, "Description": { "value": "Shopify Payment XXXXX" }, "Hold": { "value": false }, "OrdersToApply": [ { "AppliedToOrder": { "value": 69.08 }, "OrderNbr": { "value": "ES88832" }, "OrderType": { "value": "ES" } } ], "PaymentAmount": { "value": 69.08 }, "PaymentMethod": { "value": "SHOPPAY" }, "PaymentRef": { "val

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? 

Hello all,How can I define sorting conditions for cost codes with segments. I tried to define as:    Still no impact.

Hi Acumatica People, I am trying to upgrade a non-production environment to 2026 R1 from 2025 R1. I have historically commented out section in the web config file associated with running RabbitMQ. I downloaded the msi, builds.acumatica.com - /builds/, and kicked-off the installation and it worked.It starts the configuration wizard and I select “Upgrade” and I receive this dialog box:   Then I receive a RabbitMQ configuration dialog box. “Choose whether the system will automatically set up RabbitMQ on the current servoer or if you will provide connection settings to connect to an existing instance.” I opted to “Set up RabbitMQ on this server automatically” It tells me that it is unable to connect to RabbitMQ and that I should try an existing RabbitMQ instance. I would prefer to setup RabbitMQ on the server automatically, using a service account for “Acumatica things”. How do I do this?

I am running into a scenario where I could really use the ability to segment approvals by a particular subaccount segment. 6 years ago Acumatica marked this idea as ‘unlikely’ to implement’. (see: “Approval maps: when subaccount is used as a condition, allow user to specify a segment value, not just the whole subaccount.”)I tried masking the segments with question marks and blanks, but the bill wouldn’t read either one. ‘???-???-100’ and  ‘   -   -100’To accomplish what I need to do, I would have to hardcode almost 75 different subaccounts into the conditions. (will import, but still - not very nice for long term maintenance).Is there a limit to the number of conditions in a particular rule of an approval map? 

Hi everyone,We order things from vendors sometimes direct from overseas or from domestic locations. An item could have different pricing based on where we are ordering it from. e.g. Overseas is $10 USD, Domestic stock from US is $15 USD…Is there a way to keep both sets of pricing for each item in the system without creating a separate vendor?Thank youJoseph

I have created a Bill using PUT /Bill REST API endpoint and it created below data, the process also includes releasing the bill but I am encountering a “The document is out of balance” error. It seems the bill header total figures were not calculated correctly. For this bill, I created its own PO and PO Receipt with vendor’s Allow AP Bill Before Receipt unticked (3way match)On second screenshot, I checked the PO Receipt linked to the Bill and based on the Billing tab, it shows Billed Amount as 550 which is correct and matched with the Bill line’s Amount. I am not sure what needs to be added on the payload when calling /Bill API endpoint but when I used UI to create Bill from PO receipt, I don’t encounter the “The document is out of balance” error.Thanks! 

Is there a way to email AIA invoices similar to how the Proforma can be automatically sent?

Hi All,I need some help with regards to bringing the amounts from a proforma Invoice to a main report.I have attached the zip file for the main report(PM652500.rpx) and the subreport. (PM652500CI.rpx)I have the below parameters on the main report.   Below is the external parameter for the sub report.   Parameters on the subreport   My problem is, I can’t figure out how to populate the amounts for [PMProformaLineWithPrevious.CuryLineTotal] on the main report which on the below column. 

Hello Team!I have a customization for the Release AP Documents form that adds a couple of fields to the grid (Cash Account and Cash Discount Date).On classic UI the column filter works ok for the Cash Account. But with modern UI, the search field of the filter wont list the available cash accounts: This is my custom TS extension:import { PXFieldState, columnConfig, GridColumnDisplayMode} from "client-controls";import { AP501000, APRegister } from "src/screens/AP/AP501000/AP501000";export interface AP501000_CBAPReleaseImproved_generated extends AP501000 {}export class AP501000_CBAPReleaseImproved_generated {}export interface APRegister_CBAPReleaseImproved_generated extends APRegister {}export class APRegister_CBAPReleaseImproved_generated { @columnConfig({ allowFilter: true, width: 100, visible: true, allowUpdate: false, hideViewLink: true, displayMode: GridColumnDisplayMode.Both }) APInvoice__PayAccountID: PXFieldState; @columnConfig({ width: 100, visible: true }) APInvoice__Dis

I have a customer that is using Plaid to as their provider for bank feeds. There is a column in the file labeled check number with the check number in the field. The check number is not appearing in the when the bank feed is processed. I attempted to map that field but when I did that, the customer received the error “object reference not set to an instance of the object. 

There were few transactions from 2025 and early 2026 that are showing in the Process Bank Transactions. How to clear these ones. I’ve noticed that these transactions has been reconciled in the Reconciliation statements CA302000 and they were cleared. I can modify the match settings to hide it, but i want to completely remove them on the process bank transactions screen. 

I am currently configuring an automated invoice emailing process in Acumatica using Business Events + Email Notifications + Attached Reports.My setup is the following:Business Event Type: Trigger by Record Change Screen: AR Open Invoice (GI based) Trigger Condition: Old Status = Balanced New Status = Open Subscriber Type: Email Notification Attached Report: AR641000 - Invoice/Memo “Use Event as Data Source” is enabled Source Table = ARInvoiceThe Business Event and Email Notification are working correctly:The email is successfully sent The subject/body correctly resolves dynamic values such as: ((ARInvoice_refNbr)) ((ARInvoice_docType)) The Related Entity in Business Event history correctly shows the invoice reference number The AR641000 report displays correctly when manually run from the screenHowever, the issue is that the PDF attachment generated from the Email Notification is blank.The PDF structure/layout loads, but no invoice data appears inside the report.I already test that

I made customizations to the Shipment and SOShipLineSplit screens in Classic UI. Thanks to this posthttps://community.acumatica.com/develop-customizations-288/modern-ui-adding-custom-fields-to-line-splitting-grid-so302000-using-shared-templates-34079?tid=34079&fid=288I can now customize the line grid of the ShipmentLineSplit. But how can I customize the header section of the SOShipLineSplit panel? My requirement is to display the total quantity of the current split lines in a dedicated field.I successfully implemented this in Classic UI before, but I don't know how to migrate it to the new Modern UI — specifically, how to display my existing field on the new Modern UI page. The issue I'm facing is that in my old customization project, the Usrshippedqty field is defined in the SOShipment DAC. How can I display this field on the SOShipLineSplit panel in the new Modern UI? My customization projects are attached. 1 is with modern file, the other is without modern fileBy the way, the Mo

Hi, do you know why this is showing as ‘billable time’? I’ve checked the timecards and it is not tagged as billable. 

In assignment and approval screen of Requests cannot find field status but on screen ui I can see the status field.  

Hi All,I am currently setting up a QR code that can link directly to a Fixed Asset ID.At the moment, the QR code works when I use the fixed screen link only, and I can access the FA screen successfully. However, when I concatenate the FA ID field into the link, the QR code no longer works.Could you please advise if there is any specific configuration required for this? I would like to know if I am missing any setup or if the link format needs to be adjusted.It works with the screen link only, but it does not work after I add the FA ID field.Thank you.

Hi Team,I created the tables as shown in the screenshot for the Expenses Paid AP report and am currently trying to fetch the vendor details, specifically AcctCD and AcctName.I tried multiple possible approaches, including adding APTran, Vendor, and PMTran tables, but still no luck. I’m running into issues such as: Missing records Duplicate records Incorrect IDs being picked even after applying grouping It seems the joins/grouping logic is not returning consistent results for the vendor details. Could you please help review the approach or suggest the best way to retrieve the correct vendor information without duplication or mismatched IDs?Thanks! 

Following up on our credit memo reason‑tracking requirement, we also need to record reasons for customer‑returned goods in Acumatica.Ideally, the return reason should be captured at the line level for each returned inventory item. If line‑level setup is too complex using native tools, we can accept document‑level reason selection as a fallback option.Just like with credit memos, this field is only for reporting and statistical analysis and will not affect existing business processes. We need to analyze return quantities by reason using Generic Inquiry later.Again, we prefer native no‑code functionality to avoid customization compatibility issues during the Classic‑to‑Modern‑UI transition.Could you advise how to set this up with standard Acumatica features such as attributes or built‑in reason codes?

I’m currently testing exporting Customers from Acumatica to Shopify (as Companies for B2B) and had a couple of questions:Is there a way to have the Company ID in Shopify match the Customer ID from Acumatica? Ideally, I’d like to keep them aligned for easier tracking and reconciliation. I enabled “Import Company Contacts as Customers” along with bidirectional sync. This successfully creates customers in Acumatica when they’re assigned to company locations in Shopify.However, I’m running into an issue with phone numbers:Shopify always includes the country code (e.g., +1) Acumatica’s phone input mask doesn’t accept this format This results in an error during import: “Object reference not set to an instance of an object”Has anyone dealt with this before?

Hello all, I have a Business Event that creates a PO Transfer Receipt from a Transfer Sales Order/Shipment. The material needs to be received in a roject-specific location so the main steps are:Create the receipt and add the transfer order Update the location on each line with the project location. I can get #1 through this import, but #2 only updates the first line of the receipt. I think I’m missing one key change, but can’t quite put my finger on it. Any help is greatly appreciated. Import used in the BE: Results from this import. Only the first line is getting the project: 

We’re about to start a construction project for a third party.  We’ll be billing them all construction costs (without mark up) plus a management fee.  We will be providing them Cost Reports on a monthly basis and need the management fee to show as a cost of the project.  All of our other projects have been in house so we record the management fee twice - once to the developer as revenue (through an invoice) and then a second time as WIP to the property company (through a bill).  Only the WIP gets the project details. Since this is an external client we don’t have access to that second entry.It “feels” like I should be able to put the project related info on the AR line of the invoice so that it will be picked up on the cost reports.  But, that doesn't seem to work.I can’t believe we’re the only builder using Acumatica for external clients.I’ve also thought about recording the invoice with three lines so that it looks like thisdr A/R    cr fee revenue, proj xdr COGS, Proj external, task