Configuration and Installation

Hi everyone,  We try to attached pdf report to an email notification.But every try system failed with Object reference not set to an instance of an object.=> I try many other report = same error=> I try the invoice report but in html format = It works=> When I retry to sent the email with business event history resume and rexecute, it works totally. We aren’t currently using the last version of Acumatica but have you face this king of error ?Thnak for your help.Regards.  

Is anyone else having issues changing the system date in 2026R1 in the Edge browser? Seems to be isolated there but works fine in Firefox. Just checking if I can change a browser setting or if there’s another option.Click but no result :)  

Does the customer portal support row level security?

Every single time that I try to create a new instance of 26R1 (even after rebooting my machine), I get these errors right away and the installer stops:Even if I press OK, I get more log errors:If I press ignore, I just get more of these errors about the other log files that the installer created.I’ve deleted the log files and restarted the install but the log files just get recreated with the same access errors.Question: how to get past these log errors so I can create a new instance? Here’s the full error:Cant't create the site 26R1 -------------------------------------- Inner Exception

Hello,I have a user that works hand in hand with our Marketing Manager. She currently has a delegate mailbox of his. Most of the marketing leads come in through his inbox, not hers. While he has the plug in, it is her responsibility to create the leads. Can the plugin work on delegate mailboxes? Say an email comes in to his mailbox, she sees it, can she create a lead using the app? Currently if she tries, the app doesn’t show up.Also, a lot of these emails come in with a list of recipients. Can more recipients be pulled in than just the email author? So, if an email comes in from ABC company, can the author, Mark be pulled in as a lead as well as Judy who was CC’d. Or will Judy have to be done manually? Thank you,Brent  

Hi All, I want to give stock item count (Inventory summary) view only access for users (Storekeepers).A storekeeper has access to his branch only, but he should be able to see stock summary of other branches and warehouses. Is there a way to do this without giving branch access?Please give your ideas/suggestions to setup this… Thanks in advance.  

How to set up the Multifactor Authenticator to Receive code by email” (email OTP) on 2025 R1

In 2026R1 I am looking at ScreenId=SO3010PL . Normally I should be able to right-click a cell and see “Filter by this cell value” in order to quickly filter the results.It appears that this menu is now disallowed.I just see a browser menu, not the Acumatica menu within this Primary List.“Filter by This Cell Value” missing :( Seems like this corresponds with the Modern UI. Is there any way to get this usability back?Thank you to ​@jturcottesti for testing with me :)Arline 

Here’s the sample on youtubeI am having a hard time looking for a reference for proper setup.

Hello. I am in the process of setting up email profiles for employees so they use the native email function to send emails from Acumatica via the templates.  Question: Can you create a user profile for an employee, but use a shared email address. I want to have our customer service group all have the same email address attached to their profile so when a SO is ready to be sent via email that they are all sent via the customer service internal shared mailbox address vs their own personal. I considered having the “To” be from the shared mailbox , however I didn’t want to do that because I have sales persons who will need to send the SO from the email function but want it to come from their own personal. ( setting up a personal email profile and having this work I have had success already so it just the shared question setup). Has anyone ever been able to do this ?? Thanks 

Hi all,In Acumatica Accounts Receivable → Print Statements processing screen, the system is not processing when a large number of records are selected using the Process or Process All buttons and throwing the attached error. This issue occurs specifically in the Modern UI.I attempted the following troubleshooting steps in my dev environment, but the issue still persists: Modified the maxAllowedContentLength and maxRequestLength properties in the Web.config file Modified the Maximum Query Length setting at the IIS level Any input to help identify the root cause and suggest a solution or recommended configuration to handle large record processing in the Moder

Has anyone successfully used the AI Assistant in 26R1 beta? I obtained a license key for it and am able to access the assistant, but when I ask it questions it just spins. Things I tried:Opened browser console and found this error: Warning: No client method with the name 'usermessagesent' found.Cleared browser cache.Exposed a GI to AI Assistant, then located AI Assistant Data Processing screen (ML503010) to process it. Got the error in screenshot below. Is AI Assistant not intended to work in beta version?  

I have a tenant with multiple branches and I need to restrict certain users so they can view Sales Orders belonging to specific branches.Could anybody guide me on how to properly configure this restriction?After login, the user should only be able to see Sales Orders related to the assigned branch(es).I would appreciate your help in setting up the correct configuration. 

I had an employee create a bad Vendor Location ID. This ID was used in a transaction, so I can’t delete it. I need to change the Location ID code to something no one will ever use.I have inactivated it, but import scenarios bypass that status and bring them in as a vendor location to stock items etc. So how do I change this ID to something else inside of Acumatica?Thank you!

Hello,       We are planning to upgrade our server from Windows Server 2016 to Windows Server 2019 and deploy Acumatica on the new server. After all tests are passed, the final step is to install the license on the new instance.     My question is, if I delete the license on the old server instance and install the same license on the new server instance, this should be OK, right? This should not bring any issues?

I configured my email account to send an email to a wrong email address. "I would like to receive bounce-back notifications for emails or warning messages."Is that possible in Acumatica?

We're on 2025 R2 and have been rolling out the Modern UI. Several users are reporting that grid column personalization — column order, visibility, and width — does not persist. Changes are lost immediately on page refresh. Behavior:  - User customizes grid columns (reorder, hide/show, resize) on a screen  - Refreshing the page reverts columns back to default  - This is happening across multiple screens — AP Bills & Adjustments, Projects, Service Contracts, and potentially others  - The same screens work correctly when reverted to the Classic/Legacy UI — column preferences save and persist as expected  What we've tried:  - Confirmed it affects multiple users, not just one account  - Verified the issue is not browser-specific  - Reverting individual screens to Legacy UI resolves the issue (columns save normally)  Questions:  1. Is this a known limitation of the Modern UI's current personalization layer?

Can someone elaborate on this step in the Avalara Implementation help guide: 13. Configure AvaTax for nexus states and map companies. Make sure the ID/Code are identical in both systems. What is meant by ID/Code?? I’m assuming it means the Companies, but Avalara is asking for Locations, so not sure where to enter the ID/Codes. As it stands these do no match because I’m not sure where the word “Primary’ is coming from.Acumatica ID’s:  Avalara Locatons: Thanks for any help.

In Short: The issue I am having is upgrading in Trial Mode. I am wondering if my account just does not have access to the “Download Package” function (because I don’t have an account). Which would be an easy answer, but not good news for my pre-implementation testing scenario.Longer version for anyone interested in offering reply. I have been reviewing Acumatica software...in Trial Mode (pre-implementation). I have installed locally from Open University provided software. I have gone through setup, import data, set up some minor customizations (new columns that move data from SO to SO.Invoice...and created those same columns in AR.Invoice for customized reporting...I set up and tested the custom reporting...systems works great! But I wanted to test going through upgrades. I Snapshot’d the tenant, created new instance (sandbox), customizations tested fine, I turned off the customizations in the tenant, went to maintenance mode, downloaded the

Hi everyone,S4 Consulting team has recently completed initial testing of the Acumatica AI Assistant in the 2026 R1 release..The Acumatica AI Assistant works effectively with Vietnamese language.We tested multiple use cases using Vietnamese inputs, including:Financial summary inquiries Project profitability analysis Risk identification (cost overrun, margin variance) Cash flow insights and recommendationsThe assistant was able to:Accurately interpret Vietnamese questions Return structured financial insights Highlight risks and variances clearly Provide actionable recommendationsExample Use CaseFor a construction project, we asked:

When passing payment information from Shopify to Acumatica via the connector, by default the ‘id’ is pushed to the Payment Ref field on the prepayment record.I need to pass our internal payment ID to the Payment Ref field.As you can see in the transaction example data below, the payment ID 12345678910aa is held in the ‘receipt’ as well as the payment ID. The issue is, only receipt is accessible from the dropdown of data options in Acumatica.I’ve created this mapping using a formula to strip the extra characters from the receipt data:      "receipt": {        "payment_id": "12345678910aa"      },Using this formula:=IsNull(    Trim(        Replace(            Replace(                Replace(                    Replace(                        [OrderTransaction.Receipt],                        '{',

I am trying to figure out how to remove this filter when one of my users goes into Project Budget Forecasting. I no longer see a way to set a screen default filter in the new version unlike in the old version. This filter is set in the sidebar and in the Project Budget Forecast screen.   

Can someone support me by providing a copy of the Acumatica installer version 2020 R2 20.207.0012, it is no longer available in the download repository on Amazon

Hello,     recently I have been testing upgrading an instance from 2024r2 to 2025r2 directly. I have met some issues which I have never met before during other version upgrades. So I am writing this down here for others' reference, and also hope experts can help check whether my solutions are right or wrong. Issue 1:Inner Exception:A default full-text catalog does not exist in database 'xxx' or user does not have permission to perform this action.Query in question:exec pp_EnableFullTextSolution: I found a catalog named "ft" already exists but with default=0, then I altered the "ft" default to 1. Rerun the wizard, the error disappeared. Issue 2:An exception occurred during migrations of web.config. Please contact your Acumatica support provider.Solution: I rerun the wizard, performed the "Change Database" action

Important Update – March 2026: Managed Availability Program Wind-DownWith the release of 2026 R1, we are officially closing the Modern UI Managed Availability program. Thank you to everyone who participated and provided feedback, your input helped shape the Modern UI experience.Here's what this means for you:On 2025 R2 or later? You can enable Modern UI directly from Site Preferences. No case or approval needed. On 2024 R2 or 2025 R1? You can request Modern UI on an upgrade sandbox. Reach out to your partner to get started. Already running Modern UI through Managed Availability? You can continue using it as-is. We recommend upgrading to the latest version to get the best experience and stay current.Looking ahead: As a reminder, Classic UI will be deprecated with the 2026 R2 release. Customers who upgrade to 2026 R2 wil