Unanswered questions

Hi, can I please get your input on this scenario? A customer has 2 AR invoices in Acumatica and a payment is created separately using 2 different cash accounts. However, the customer transferred the whole lump sum payment to one bank account. This now appears in Bank Feeds for one cash account only and cannot be processed because the amount isn’t matched. I can’t clear and reconcile this, what is the best approach to fix? Thanks  

Hello everyone in the community,I am working in the Acumatica Report Designer customizing the Accounts Payable report AP632500.rpx (AP Vendor Summary / Details). I need some help to solve a total accumulation issue with USD amounts in the group footers.Technical Context & What We've Done So Far: Currency filtering (CuryID): We modified the detail cells for the Monto USD and Saldo USD columns with a conditional so they only display data when the document is in USD and remain empty (Null ) for peso (MXN) vendors, avoiding visual duplication. Sign inversion: We applied logic to subtract documents of type ADR, CRM, and PPM. Current formulas in detail cells: Monto USD: =IIf([APRegister.CuryID] = 'USD', IIf([APRegister.DocType]='ADR' Or [APRegister.DocType]='CRM' Or [APRegister.DocType]='PPM', -1 * [APRegister.CuryOrigDocAmt], [APRegister.CuryOrigDocAmt]), Null) Saldo USD: =IIf([APRegister.CuryID] = 'USD', IIf([APRegister.DocType]='ADR' Or [APRegister.DocType]='CRM' Or [APRegi

Dear ALL,Is there a DAC in Acumatica that provides the opening inventory balance (ideally by period or date) for an item by Lot/Serial number without requiring customization?Specifically, I want to create an “Inventory In-Out-Balance Report by Lot/Serial” for each item by Lot/Serial number for any desired time range, as shown below. To create this report, I need a field that calculates the opening inventory balance based on the specific reporting period.  Best Regards,NNT

I have successfully added a Purchase Return record by running this BE as Trigger by Action. When I change it to Trigger by Record Change/Record Inserted, and add a new record to the GI, it does not run. I am using a Shared Filter of Return Approved in the BE; could that by why?GI and BE are attached.

After upgrading to 2026 R1, we're getting an error when running the Print/Email AR Documents screen (AR508000) against invoices to flag them as "Do Not Email." The error returned is:"Object reference not set to an instance of an object."We traced this to the invoice's Status field. Running the process on an invoice in Balanced status fails with this error. Running the exact same process on an invoice in Open status completes successfully. We checked the Known Issues list for 2026 R1 on the Acumatica Portal and didn't find this documented anywhere.Steps to Reproduce:Open the Print/Email AR Documents screen (AR508000). Select an invoice in Balanced status. Run the process (e.g., to flag the invoice as Do Not Email). Error is thrown (see screenshot below). Repeat the same steps on an invoice in Open status - the process completes with no errorJust wanted to flag this for the Acumatica team - looks like a bug that came in with the upgrade. 

Hello everyone! Is there a way to add an Upload from File button to the Purchase Requests screen to allow for imports from excel directly into a purchase request? We are using this for our quoted goods and lots of the quotes can run pretty long. I want to avoid a hit on efficiency by having the requestor spend time on filling out every single item from a quote. Thank you!

Hello,We are troubleshooting an issue with the built-in eSign / DocuSign integration after upgrading a client to Acumatica 2026 R1.The client’s Acumatica-to-DocuSign integration has been down since the upgrade. We are able to get to the DocuSign authorization screen and select Allow Access, but after DocuSign redirects back to Acumatica, Acumatica displays:“The connection to the eSign provider has failed.”We have been working with Acumatica Support and DocuSign Support, but have not yet found a resolution.Current findings:DocuSign Support has confirmed the following:The Integration Key / Client ID is valid. The Client Secret is valid. The initial authentication call from Acumatica to DocuSign is successful. The issue appears to occur after DocuSign authorization, when Acumatica attempts to complete the connection.Redirect URIs tested:We have attempted several redirect URI formats in DocuSign, including:https://denizenhome.acumatica.com/Pages/ES/ESign.aspxhttps://denizenhome.acumatica.c

When is Finance, under Budgets I am trying to set up drivers.  I could not find any help/utilization documents on how the drivers work and how they can be set up.Can anyone point me towards any information on how to use drivers? 

Hello,Recently we have noticed that one of our dashboards no longer follows the sorting order that can be found in the GI. Previously the GI sorted on a flag that showed if an order was priority or not; the sort order was this flag, followed by the ship date. It now will only sort on the ship date. Has anyone experienced anything like this? 

Hi Team,In the Sales Order (SO301000) – Add Items / Inventory Lookup popup, the Inventory field is automatically populated based on the Inventory selected on the current Sales Order line using the FieldSelecting event.This implementation works as expected in the Classic UI. However, in the Modern UI, the same FieldSelecting logic only populates the Inventory value in the field but does not apply the filter to the grid.Expected Result:When the Add Items popup opens, the Inventory field should be populated with the Inventory from the current Sales Order line, and the ItemInfo grid should immediately be filtered accordingly, without requiring the user to manually enter or reselect the Inventory value.

I'm running into an issue with an Import Scenario built for the Vendors screen, specifically for updating T4A related fields (CRA Reporting Type, T4A Box, CRA Vendor Type, CRA Payroll Account Number/SIN) on existing vendors. Here's the setup:Data Provider: Excel ProviderImport Scenario mapped to the Vendors screen On the Vendors screen itself, the conditional requirement works exactly as expected. Individual vendors ask for a SIN, Corporation and Partnership vendors ask for a CRA Payroll Account Number. No errors when entering manually. But when I run these through the Import Scenario, I get two consistent problems:Individual vendor type always fail with "CRA Payroll Account Number cannot be empty," even though SIN is the field that should actually be required for that vendor type. It behaves as if the import is checking CRA Payroll Account Number regardless of CRA Vendor Type. Partnership vendor type import without any error at all, but when I open the vendor record afterward, CRA Ven

Hi,One user experienced a popup error stating “PXSerialChart is not defined” in the system. This issue is intermittent and occurs inconsistently in different forms. However, once the user clicks OK, the error disappears and the screen continues to work normally. What could be the reason for this? Thanks! 

Hi Team,We have an issue with a progress draw project in Acumatica. After the second progress draw invoice was processed, there are new revenue budget lines created and negative amounts sitting in the pending invoice amount column. The positive amounts entered in the pending invoice amount column correspond to what the actual amount is currently short by.  The net impact is $0. The new lines were created by the system after the second progress draw was done. We tried running billing and invoicing the amounts, but they didn’t clear out. Why did this happen? And how do we fix it so we can process the next progress draw?Please advise

Good day CommunityPlease can someone assist me in try to find the node in the role permissions that will enable me to display the field below for a user. The user has full Delete permissions for everything I can find for Time & Expenses. Some of the nodes can’t be changed from Inherited to Delete, but if they are inheriting from an upper tier there should not be a problem, should there? I just can’t find the right node to make this field visible. Any help would be gratefully received.RegardsBarbara

Hi everyone,Has anyone experienced an issue where the live shipping rates for a UPS account are not pulling through correctly in Acumatica?If so, have you found any solutions or troubleshooting steps that resolved the issue?Any suggestions would be greatly appreciated.Thank you! 

 Wondering if anyone else is running into the problem where output format of LLM Prompt response being very inconsistent and display the raw JOSN into the output field. We have been using the LLM action to generate case closure notes for a while now it has been working great until recently when we upgrade to 26r1. I understand that the AI Studio requires JSON output, but from my understanding, once the response reaches to the closure notes tab of the case screen, it should display in regular text in the format we specify in the instruction.Every time when I test the prompt, the preview tab shows exactly how I want to see it. But when I click on the LLM Action button within the case, I would sometimes get the raw json with no additional formatting. If I say in the instruction that I don’t want any json or code blocks, Acumatica would throw an error saying system couldn’t parse output as valid JSON. Has anyone else run into this? And if you haven’t, what does your instruction or output f

Hi,I have a Labor Item filed on grid and when I update the field on one line, value changes for this field for other lines. And in the cache it looks right. But to see the changes on grid, I need to hit the Refresh button for changes to be visible. The logic of updating the field for other lines is written in RowUpdated event handler and i wrote View.RequestRefresh() for FieldUpdated event handler but it did nothing too. I tried adding AutoCallBack for grid with Refresh command and for target i wrote the id of the grid. And, well, it refreshes but only when i click on other cell of grid. And when i just click on my grid or want to change some field, the grid is always refreshing. So I dont think this option works for me. What is the recommended approach to force the grid to repaint secondary cached rows after a field update without losing input focus or requiring a manual refresh button click? 

I am currently looking for the installer for Acumatica Version 20.208.0031 and was wondering if there is any person might still have a copy saved. If you do, would you mind sharing it with me when you have a moment?I would really appreciate your help.

 I have some issue, automation schedule for calculate replenishment had some error like the photo. anyone know why is it ? and how to solve this thank you

Example :Inventory ID : B001How to i create 3 Barcode for B001 - BH, B001 - BOX, B001 - KARTON ?so, i can scan according the barcode,if i need 72 BH i can scan 1 - B001 - KARTON and 2 - B001 - BOX 

Hi everyone,I need to generate and print the Customer Statement report for a customer in USD, but Acumatica keeps showing/converting the amounts into our base currency (MXN).Where in Acumatica can I select or configure the statement to be printed in the original transaction currency (USD)? Is there a setting on the Customer profile or statement parameters for this?Thanks for your help!

Can I add the “Remove Hold, Release After Save” option? When I add “Remove Hold,” on import scenario I get an error saying that “Remove Hold” is disabled. but its working on save

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

Hi, E-invoicing (Peppol) represents a new evolution in accounting and is likely to significantly impact existing systems and processes. Countries such as Singapore and the UAE have already announced mandatory timelines, requiring businesses to upgrade their systems to meet compliance requirements.My question is from a product perspective: are there any plans from Acumatica / MYOB Acumatica to extend or enhance e-invoicing functionality to support countries beyond Australia? Would really appreciate if anyone share their experience of exploring the option to integrate with MYOB Accumatica ? 

Hi Everyone.On a sale of a company within a Group, how do I delete and remove all data relative to that entity in a Multi-company, single Tenant environment?   I am using the AU version of MYOB Acumatica.