Configuration and Installation

Having issues setting up new users. Once a user is set up, is ACU supposed to send an email to the new user to set up their account?

We have a need to apply tax at a line item level from Projects when an invoice is created, and then add that to the invoice total.Is that a base functionality of Acumatica Projects or would that require a customization?I am new to using Projects so I am not sure how line item taxing works with Projects and project billing.If it is a base function of Acumatica Project and you know how that works, could you explain in some detail how that occurs?Thank you,Jeff

I wrote the CLI tool that extracts that configuration into YAML and rebuilds a virgin UAT from the files.https://github.com/kborovik/acumatica-cliPyPI package acumatica-cli, command acu. Requires Python 3.14+.If you have used Terraform: this is the same loop, pointed at an Acumatica tenant instead of cloud resources. Terraform keeps desired infrastructure as files and makes the live account match those files. acu keeps desired company setup as YAML and makes a live tenant match those files. There is no separate Terraform-style state file. The YAML is the source of truth, and diff reads the tenant over the contract REST API.acu extract is closest to terraform import. It pulls a source Acumatica tenant into config/. That step is read-only; nothing writes back.acu apply is terraform apply. It makes a virgin tenant match the files (idempotent keyed PUTs). apply is the only writer.acu diff is terraform plan. It compares the files to the tenant and exits 2 when they diverge.acu run replays b

I have found several entries in Community on this topic, but it seems there is no solution yet. It would be nice to not have to click the Legend to see the values.  Ideally, the value could display at the top of each bar.  It seems that in previous versions, you could at least control the Legend to be at the top, bottom or side of the graph. But in 26R1 and Modern UI I do not find any way to do this.  

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.  

If you have a Dashboard widget with a GI and in that widget you have a parameter options set, when you PIN it as a KPI and open it, none of the inquiry parameters are preserved on the mobile app.Below is a screenshot - by default this is not checked. I had to edit the GI itself to preload this as the default. 

Hi All, we have an old setup of 20231R1 which is highly customised with lots of GI’s, business events  and APIs and due to our heavy usage we have a lot of performance issues and bugs.  Recently we have decided with the help from MYOB Support to upgrade in the coming months straight from 2023R1 to 2026R1 sequentially.  My concern here is, how can I make sure each of our customisation will work and not break.  Or has anyone done this and face any major dramas between the  version which they then had to change their customisation?  One thing I have already pickup is the API authentication protocol between the two version is big reduced as 2026R1 does not support URL encoded anymore.

The system was unable to connect to RabbitMQ on the current server. Try the Connect to an existing RabbitMQ instance option; thesystem will attempt to connect using the connection settings you provide.

Hi AllI have a question about unistalling Acumatica and how it will affect my license.I have a PCS deployment currently running on 25R1 and I’m planning to upgrade to 26R1 in a few months.I have been having issues with the Rabbit MQ service causing the site not to load and would need to restart the service to fix it. I found that when I upgraded from 24R1 to 25R1, the Rabbit MQ Server and the Erlang OTP were not upgraded with it.For my 26R1 upgrade I can try two things:Uninstall the Rabbit MQ Server and the Erlang OTP and see if they will reinstall with 26R1. Uninstall everything including Acumatica and then reinstall everything fresh.The question I have for the second option is how will that affect my license? Would I have to contact support to release the license and then re-enter it after I’ve finished installing 26R1 or would it have no effect on it at all?Thanks in advance.Amit

On the Portal Settings page, the uploaded Sign-In Page Image does not seem to be displayed on the portal Sign-In page.Has anyone else had this issue or know how to fix it?The Welcome to the Self-Self-Service Portal default screen is replaced with a blue box, instead of the uploaded image…  

Hey, gang - I’m not able to link an Employee to a user and for the life of me I can’t figure out why.   The Employee is not selectable in the Linked Entity  The emails between the Employee profile and User profile are identical There is NO contact that the employee or user is linked to. There are other employees that have similar configuration (Class, Branch, Department, etc.) that have no issues linking. There IS a business account and vendor set up for this employee, but there is no meaningful link between the BA/Vendor and Employee other than the name.Any ideas on where else I need to look?  

Hi Everyone,I'm facing an issue while trying to import a snapshot in Acumatica.Environment:Acumatica Version: 25.101.0153 Deployment: Local IISIssue:When I navigate to SM203520 (Tenants) → Snapshots → Import Snapshot, select the snapshot file, and click Upload/Import, I immediately receive the following error:Error: The file is not found, or you don't have enough rights to see the file.I've attached a screenshot of the error.What I've checked so far:Running as an administrator. Verified that the snapshot file exists. Confirmed that the user has administrator privileges in Acumatica. Restarted IIS and the application.However, the same error still occurs.Any suggestions or guidance would be greatly appreciated.Thank you!

I have downloaded the msi package 3 times and cannot get it to unpack into a folder.​​​​ 

Hello, I am required to assign the owner of the Business Account based on the Sales Territory of the Business Account.  I tried using the Assignment map adding the sales territory as a condition, but it seems not Working.  Is this condition being available within the standard? Thank YouAmanda 

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?

Hello,Can someone guide me on how to set up a numbering sequence for Business Accounts? Thank you.

We know that Acumatica supports two entry points to create Credit Memo, I refer to them as SO Credit Memo and AR Credit Memo for short. Is there a way to restrict most users to only create SO Credit Memo from the SO Invoice entry, while only specific people have the permission to directly create AR Credit Memo in "Invoices and Memos"?The difficulties I encountered:Although the entry points of these credit memos are different, they seem to be essentially the same entity. SO Credit Memo will be converted into AR Credit Memo. I only want specific people to be able to create AR Credit Memo, but I also want other users to have permission to create AR Invoice. They are on the same screen and are different types of the same document, so I cannot directly restrict the "+" button on the "Invoices and Memos" screen.  

Hi everyone,We’ve recently upgraded from 24R2 to 25R2 and have encountered a strange issue with Employee Timecard/Summary/Summary Activity.In 24R2, users can enter their time spent per day of the week directly in the Summary Activity section (see left screenshot). However, in 25R2, this entire section appears to be missing, even without any customization published (right screenshot).This prevents users from entering their daily hours as they normally would.Has anyone else experienced this behavior after upgrading to 25R2?Thanks  

Hi Everyone, I’m trying to have more than one mailing “Default sources” under the Mailing and Printing Tab of Purchase Order Preferences, as seen in below screenshot. The issue is that, when i create a PO logged in to each of the branch, then when i click “Email PO”, only for the first branch’s PO does send the email successfully. For the rest of the 2 branches POs, clicking “Email PO” throws an error. Please see below screenshot for the specific error: Please help!Thanks,​​​​​​​Wandile

Is there a way to give certain users access to file management while restricting what modules they can see on the Search in Files screen?We attach documentation and manuals to orders, and if a document applies to multiple orders it ends up being uploaded multiple times. We would like users to link to the file instead, which would conserve space, make updates easier, and give us better visibility into what the document is attached to through the entities tab.

For past couple of days, Acumatica portal keep on logs me out frequently. Do anyone facing the same issue? 

Issue Description :-When converting custom screens to the Modern UI, we encounter the following error:Error: The view doesn’t exist.This happens specifically of the custom screens when clicking the Convert to Modern UI action, the system shows the error. Expected Behavior :-Instead of the error, we should be able to download the Modern UI file that corresponds to the respective custom screen.  Thank you in Advance

Hi Everyone,When attempting to use the Mass Action from the Sales Order Generic Inquiry (GI) screen to print multiple Sales Orders, the system generates the report for only a single Sales Order, even though multiple records have been selected.Could you please advise if this is expected behavior or if there is any additional configuration or customization required to enable printing multiple Sales Orders in a single operation?Thank you. 

I have DeviceHub configured successfully with printers, but when I add a usb scale it exceeds the API request limit all on its own after a minute or two. Seems like devicehub is updating the SMScale table with the scale weight, but then forgetting to log itself out after??Does anyone have any ideas? TY!!  

When Acumatica released changes in builds only, we would always get the release notes for each build. Is there somewhere I can look to see the release notes for the patches? We are on 25R2.