Configuration and Installation

I have encountered an case where my client is sending POs from Acumatica to another company which is also using Acumatica. Because both companies are using the default Email Tags [ ] they are having issues communicating with each other as their emails are routing incorrectly. With the expansion of Acumatica clients I have a feeling that this is going to become a more common occurrence. Is there any plan in place to handle this type of issue? Aside from changing my clients Email Tags, which many of their other vendors are now used to, what can we do to resolve this communications issue?

Expand below for Table of Contents.Overview Getting Started  Capabilities and Limitations  Technical Architecture and Security  Troubleshooting and Best Practices    Acumatica 2025 R2 introduces AI Automation with AI Studio as an Experimental Feature, a secure and configurable framework that allows users to automate field-level updates within documents using AI-driven logic. The system interacts with large language model (LLM) providers such as Anthropic, AWS, Azure, and OpenAI. This feature empowers users to simplify repetitive in-document tasks securely and transparently.Read our release notes here. OverviewWhat is AI Automation with AI Studio? AI Automation with AI Studio in 2025 R2 enables users to automate field-level actions within a single Acumatica document using AI-powered logic. It helps streamline repetitive field updates or deletions directly within supported screens. Automation is always user-initiated through an action button.    What version of Acumatica supports AI Auto

Hi,I have this error after install the last version of Acumatica. Connection to RabbitMQ failedThe service RabbitMQ is running. Thanks,EV

This was asked a couple of years ago.  The solution was to remark out the rabbitMQ from the web.config file.  This worked for me.Will this cause me any issues down the road for development etc?  Is RabbitMQ something that is required by Acumatica in other areas?

The procedure  is from 4 years ago, and the screens for System Emails in Acumatica 2025R1 have changed, and is getting difficult to show this to clients, is there any new procedures or videos beside the help section below?https://help.acumatica.com/(W(6))/Help?ScreenId=ShowWiki&pageid=7ea4c814-8b24-4a77-9ae0-9596012fbfabThank you. 

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!

I updated our production site a couple of days ago and have encountered a strange issue where the site still works, the GIs, reports and customizations all still work, the updates screen is showing the correct version, the server is showing the correct version for the site and the database but the login screen says “Last update was unsuccessful”. I’ve tried running the update again and it does not show the correct update date, it still shows the original one from two days ago and the update history does not show a timestamp for when the update finished. Any ideas on what I can do to get rid of the error message and ensure that there is nothing wrong with the site? 

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],                        '{',                        ''                    ),                    '}',                    ''                ),                '"payment_id":',                ''            ),            '"',   

Hi:I am working with the Device Hub configuration and got this error today in the Server, RestApi Put.Have anyone seen this issue or have an idea of what it can be?Thanks

We are implementing Acumatica and want an Inventory ID with 5 Segments. We have no Items created yet. The system will not allow me to reduce the first segment to 2 digits (see below). Can anyone help? 

Hello.I have an existing Acumatica Instance deployed on a AWS EC2 Windows Instance and I’m trying to move it to a new AWS instance. I installed the Acumatica Configuration Wizard (using the current version) on the new server and clicked on Deploy a new acumatica Instance. I then connected to my SQL server and chose  the existing database option and selected the database from the list of databases. However after clicking next - an error message appears saying: Database version cannot be empty, but the problem is I don’t see any field where to input the database version. (see attached screenshot).Any help would be greatly appreciated Thanks

hi!Does anybody has the same issue in SO where the approval map for a status Credit hold is not applying correctly?In the next screen, I’m using the status field validating the value “Credit Hold” but it doesn’t work: And in the next screen, I’m using the Credit Hold Field to validate the approval but it doesn’t work neither: Any thoughts?? Are someone having the same issue? Thanks!

Hello All, I am trying to add a GI to the side panel of the Customers screen. The goal is, when a customer is selected, then the inventory totals that customer has purchased show on the side panel. I know this is possible, as we already have something similar setup.  I have setup the GI for Customer screen the same way as the other side panel setup, but I am not getting the required result. Please help!

Hii, i want to try import some master data of fixed asset in Acumatica, using Import using Scenario. Bu when i try to import, there is an error but more like warning like this “Warning - Only GL Accounts will be changed, all other parameters remain unchanged. Do you want to continue?”But there’s no action option like Continue or Yes.Please somebody help me to solve this, please😣  

I have an issue on the QMS Module,  For stock items that we need to do inspections/samples/tests/etc, I know that we can apply a QC plan and some QC Tests to the stock item, and check the Receiving checkbox. That will generate a QC order whenever that item gets received, and it is all automatic.  However, this only appears to work if the item is received under a Purchase Receipt and not just an ordinary Inventory Receipt. Which is my problem. Now, I know that I can also check the box for Adhoc QC which will allow me to essentially create a manual QC Order but I have to go in and select the Inventory ID, the Location, The Quantity, the plan, and everything which is quite a hassel. Is there any way that I can get the system to generate a QC order for inventory that is received under an inventory receipt as well? I know there are a couple more boxes of options in the Stock Items screen, but I don’t know what most of them do. Any Help on this would be greatly appreciated.

Hii, i want to ask about the import scenario, can we add directly “Remove Hold” for Fixed Asset that we want to Import to Active Asset? so we don’t need to do it manually, is it possible to do it?Please help me to solve about this, thank you, i really appreciate😄 

When using the Device Hub, what user do you use when is installed on a Server? Do you create a standard user, user it support or create one?

We want to set up the enable/disable for a new customer but when we try to set up there is no Project and budget forecast in the details. Is it because the license or Project is actually add on feature? Can somebody help me to explain about this? i really appreciate, thank you

Hi All,We have usecases across clients that are coming down to the User only seeing Records assigned to a Branch he is logged into.The User has access to all Branches, but should only see Records that are (1) not restricted and (2) that are restricted to the Branch the User is logged into.Currently/natively, it seems that ACM either gives you access to everything based on the Branch Roles assigned to the User, or the User needs to only be assigned to one Branch to apply the Restriction. Using the Restrict Visibility on Master Records was our first choice until we realized that it applies on a role level rather than looking at what Branch the User is active in.restriction Groups are also applicable. Do we know if there is a workaround or other native options here to make this work? There seems not to be a good way to do the following: User works for both Branch 1 and Branch 2. (has both Roles assigned).User is logged into Branch 1. User should only see relevant Vendors for Branch 1. Onl

I’m trying to add a custom Cancel button on the Sales Orders screen (SO301000) using the Customization Project Editor.Steps I took: Opened the project → Screen Editor → SO301000 Expanded DataSource: SOOrderEntry → Toolbar → Standard Tried Add Controls → Button under the Standard toolbar Issue:When I drag/drop or select “Button,” nothing shows up in the tree (the button doesn’t get created).Has anyone faced this before? Am I missing a step to actually insert the new button into the toolbar?

Hi everyone,I’m facing an issue where, I’m creating an email template to notify a customer on pending approval documents in sales orders.In the email template i need to add a field which is usr multiselect LOV field. The field has 6 values and once i add the relevant data field to the email template the following 2 scenarios occur.Only one value is selected in the sales order for the usr fieldin scenario 1, the email template obtains the description properly as shown below Multiple values are selected in the sales order for the relevant usr fieldHowever for scenario 2 the LOV shows as a,b,c not the description of the values as shown below  The visual view of the template is as follows Appreciate if anyone can let me know what i’m doing wrong and how i can obtain the relevant LOV value’s description to the email template.Thank you so much in advance! Really appreciate your time and effort!!

I just setup a test instance using the U100 dataset and I cannot sign into the admin account. I have tried username: admin and password: setup as well as password: 123 and username: gibbs/password: 123.  I did encounter a few errors that I had to ignore to get this instance off the ground. There were a few tables in the database that the system had trouble loading data into and I had to skip over them to get the instance to finish setting up. Normally when that happens the usual admin login works and just loads the instance with no data or pre-configuration.  Edit: Just checked the database and somehow no user data made it into the tenant at all. I’ve been having a lot of issues starting new instances and tenants with pre-loaded data, it will just selectively decide not to load data into certain tables and in the end I either have to cancel the task altogether or continue creating the instance with no data. Has anyone else dealt with this issue? 

How do we set up the Acumatica Payments Customer Portal?I have reviewed all the posts I can find and none of them provide step-by-step instructions on how to set up the Acumatica Payments Customer Portal.  Where do I find this Company Portal? 

Hey,I’m setting up a local instance and working with a snapshot I uploaded. However, whenever I try to bind it to an existing project, I encounter an error. It’s important that I get this resolved soon, so I really appreciate your help.  

Hi Everyone, Has anyone configured a tenant (CompanyId > 1) to be used as the parent tenant of other children tenants?We are looking to see if we can publish from there so that Access Roles, GIs, etc. are immediately available for all tenants via CompanyMask field.However in order to convert the tenant to a parent tenant, we have to make it not visible. Has anyone faced a similar scenario? would love to hear how a similar process has worked for you. Thank you all.