Configuration and Installation

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 Modern UI? Thanks in advance! Premalatha N

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?  2. Is there a patch or hotfix that addresses this?  3. Are others experiencing t

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 package in Apply Updates, and attempted to i

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:"Dự án Phú Quốc Resort lãi lỗ thế nào?"The AI Assistant returned:Financial overview (revenue, cost, margin) Actual vs budget comparison Profitability ratio Clear explanation in VietnameseWe further asked:"Rủi ro gì không?"The system identified:Cost overruns by task/category Margin erosion vs plan Cash flow risks (including retainage impact)ObservationsVietnames

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":',                ''            ),            '"',   

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, and reconnected the application to the DB. The issue was solved. Maybe the reconnection automatically generates a new web.config file.I hope the above notes would help.

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 will no longer have the option to turn off Modern UI. We encourage you to begin your transition now. Read the full Classic UI Deprecation Announcement and FAQ for details on

I have a tenant with 3 companies; Company A , B, and C.  I want to move Company B to its own tenant.  In a SaaS environment, what would be the steps to do that?

Hello all,I have been trying to work on Shared Column Configuration, but it is not getting applied. Kindly let me know if i am following the correct steps:Setting up the list of the columns, to be displayed, using Column Configurator → Selecting Shared Column Configuration.I am looking to hide the Currency field for all the users except for admin. And there would be some other fields too that will be made visible/invisible on regular basis.Moving them  to the list of Available columns:Selecting the table under Shared Column Configuration:And at last selecting the users for whom the columns shouldn’t be displayed:And clicking on Finish.The columns are getting invisible but after logging into the bernia’s account, I am able to change my columns:How can I restrict the user to not be able to add it again.Thanks in advance.

Hi everyone,I am currently setting up multiple Email Accounts (Exchange Online SMTP/IMAP/POP3) for a client in Acumatica 2025 R1.I have noticed a significant change in how the system handles External Applications (SM206540). When I create an External Application and link it to my first Email Account, that specific External Application completely disappears from the selector when I try to configure the second Email Account.It appears the system is now enforcing a strict 1:1 relationship between an Email Account and an External Application. In previous versions, it was standard practice to use a single Azure AD App Registration (i.e., one External Application record in Acumatica) to authenticate multiple mailboxes under the same tenant.My Questions: Is this strict 1:1 mapping an intended security design change in 2025 R1, or is it a known bug? If this is the intended behavior, what is the recommended best practice for setting up 20+ email accounts? Creating 20 separate External Applica

Hello, I have a user that needs access to the Side Bar in Sales orders. See Here. She needs access to the ‘Invoices and Memos’ button. I was pretty sure they were run by GIs but I’ve given permissions to the invoices one and that didn’t help. Any ideas?Thanks!

One of my clients receives a payroll file with no header records. They can import into Quickbooks by mapping the data field to the column in the excel file. Does Acumatica allow this type of mapping? For example, Column A = Date, Column B = Amount...In the Data Provider or Import Scenario can I specify Column A = Date?

Hi,We would like to extend the user inactivity timeout to 8 hours, and we have already updated the setting accordingly.However, users are still being logged out before the expected time. Could you please advise how we can resolve this issue?Thank you.

Hi  all,In our Acumatica environment, numeric values are displayed with trailing zeros in many transactions. For example: 10.12000 10.00000 10.45785 Expected display: 10.12000 → 10.12 10.00000 → 10 10.45785 → 10.45785 (should remain the same) Our requirement is to remove unnecessary trailing zeros across the system (Purchase Orders, Sales Orders, AR/AP transactions, Generic Inquiries, and reports) without modifying each screen individually.We have already checked: Decimal Precision settings in companies master screen Is there a way to configure this globally in Acumatica, or would this require customization?

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!

How to change images login in acumatica saas? or how to access xml login pages in acumatica saas?

What is the best approach to accomplish the following:User X is restricted to only be able to see Customers A, B, and C. User Y is restricted to only be able to see Customers D, E, and F. But all other users are unrestricted and can see all customers (A through F).

HI All When we try to click Send/Receive All in the Email Accounts screen, we are receiving the following error:Error:The mail receive has failed.Exception of type 'PX.Common.IO.LineSizeExceededException' was thrown.The customer has verified and confirmed that the emails are being received in their original mailbox, but they are not syncing into Acumatica.As part of the troubleshooting, I also increased the file upload size in the system preferences, but the issue still persists.Could you please assist