Discussion Forums

Hi, I have created a custom P&L. However, the YTD figures are incorrect. Our period is from April 2026 to March 2027 if that helps. Can you please take a look at the attached RPX file and tell me what needs to be changed to fix this. Thanks heaps!

I'm working on an Acumatica customization where I need to retrieve the BAccount associated with the current branch. If there is no branch configured and the instance has only an organization, I need to retrieve the organization's BAccount instead. And i working in a single tenant instanceI'm currently using the following code:PXAccess.MasterCollection.Branch currentBranch = PXAccess.GetBranch(PXAccess.GetBranchID());BAccount bAccount = BAccount.PK.Find(Base, currentBranch.BAccountID);BAccountQAExt branchQAExt = bAccount?.GetExtension<BAccountQAExt>();if (branchQAExt == null){ string msg = "Return warehouse or location is not configured for this branchID."; throw new PXException(msg);}This works correctly when the organization has branches. However, when the instance has only an organization and no branches, BAccount.PK.Find() returns null.I verified the following through debugging and by checking the database directly: PXAccess.GetBranch(PXAccess.GetBranchID

I am trying to update the default supplier on non stock items.The client wants to replace the current default supplier with the new one, rather than add a row.I have been able to achieve this but the last supplier price is not being overwritten. I believe it should be 0 unless stock has been purchased by that supplier in the past. I am not sure what the behaviour of the last supplier price would be here, if it would update in that way.Importing with the below replaces the existing default supplier with the new one but the last supplier price remains the same. I assume it is doing the same if I click in the Supplier Id field on the non stock items suppliers tab and select a new ID. Having tested this, the last supplier price also does not change.The import scenario should need to remove the supplier completely for a new one to be imported correctly?

Hello-On 2025R2 we are encountering the same issue as the known issue linked below.After the payment is prepared under Prepare Payments screen (AP503000), Batch Payments (AP305000) fails to export with the following error:The batch is for 1 vendor, and both the Vendor record and the Bills on the batch are configured for the same payment method:Settings for use in AP > Export Scenario = Export AP Payment to ACH Balanced v2 Settings for use in AP > Payment Method Details capture the beneficiary name, account, and routing number with default validation but no masks.  The routing number configured under the vendor is confirmed to be 9 digits and accurate.This error persists when attempting to export a payment for a different vendor & bill. Any help appreciated, TYVM!!

 We are using the Acumatica 2026 R1 contract-based REST API (25.200.001) to create Stock Items and configure warehouse-specific Inventory Planning settings.Our goal is to create a stock item with two warehouses configured as follows:Warehouse Source Source Warehouse A001 Manufacturing   B004 Transfer A001 The stock item uses the MRP planning method.BackgroundInitially, we attempted to create both warehouse records through StockItem.WarehouseDetails. However, the replenishment source values were being inherited or overwritten, resulting in both warehouses having the same source.We subsequently moved to the dedicated ItemWarehouse REST entity (IN204500 / INItemSiteMaint), using separate PUT requests for each warehouse.We also determined that, for MRP items, the standard ReplenishmentSource and ReplenishmentWarehouse fields do not appear to control the Inventory Planning settings correctly. Instead, the manufacturing-specific fields and their individual override flags must

I’m using the Construction Edition (R1 2025), and running billing through Projects. I click Run Billing, and the system reads all the expenses in my “MAT” task (Job Materials), and marks them up by X%, and then puts them on the invoice. Now, I’d like to combine the Job Materials into a single line, to mask individual component costs from my customers. I don’t want to charge them for Widget 1 = $10, Widget 2 = $3, etc… I just want my invoice to show “Job Materials = $13” on a single line, regardless of how many expense items hit the “MAT” task.I believe the best way to do this is to modify the Printed invoice form, rather than any billing rule logic. I’m fine with the PM641000 screen showing each line in detail; as long as the PDF I send to customers displays a single line, I’d be happy. Has anyone had experience doing this? I have had two different sets of consultants try and fail so far. They’re still trying, but I wanted to ask the community. This seems like it would be very common i

I'm working on a customization that propagates a parent production order strain to the finished-good lot's STRAIN attribute when a Move transaction is released. The data is being written correctly, but the Lot/Serial Details popup (IN209600) doesn't reflect it visually. I'd appreciate guidance on the correct write path. I also want to flag a secondary issue with Business Event polling in this tenant. Environment Acumatica version: 26.100.0175.1 Tenant: Village Farms Development Customization Project: StrainPropagation (Level 20) Custom class: MoveStrainPropagationExt - a PXGraphExtension<MoveEntry> overriding the Release action Background on approach (why code instead of a Business Event) The original plan was to implement this as a no-code Business Event + Generic Inquiry + Import Scenario. However, Business Event polling has been unreliable in this tenant - BEs configured against a GI filtering AMBatch / AMMTran (released by-product and final-move events) did not fire consist

We spend a ton of time modifying and creating Access Roles and it is a pain in the butt to move them from one tenant to other tenants.  According to the Community there is no import export for roles and has been on the idea list for 3 years.  Does anyone have a solution for this ?  Could there be a custom customization for this?  I see the out box customization has something for Access by screens - could we do this for roles ?   

Good day I am running the customer statement on demand for a customer denoted in a foreign currency and they have open items. However on printing the Multicurrency statement is comes out blank and the customer’s currency set in master data does not appear on statement.Where could I be getting it wrong?

We upgraded a client’s sandbox from R25 to R26. When testing sending over bills via the API, this json no longer works like it did in R25.  We get the following error:'SuppliedByVendorID' cannot be empty.; SuppliedByVendorID: 'SuppliedByVendorID' cannot be empty.Here is a screenshot and the json at the bottom. {"Amount":{"value":18200.0},"BranchID":{"value":"EMTS NORTH"},"Date":{"value":"2026-09-29T00:00:00"},"Description":{"value":"BOSS|24193|113977|Mulch for Great Wolf"},"Details":[{"Account":{"value":"5200"},"SubAccount":{"value":"02.00"},"Project":{"value":"X"},"Qty":{"value":1.0},"TransactionDescription":{"value":"Cost of Material -Change"},"UnitCost":{"value":18200.0},"UOM":{"value":"EA"}}],"Hold":{"value":false},"PostPeriod":{"value":"09-2026"},"Project":null,"Status":{"value":"Open"},"Terms":{"value":"N30"},"Type":{"value":"Bill"},"Vendor":{"value":"V0002798"},"VendorRef":{"value":"23496"},"ReferenceNbr":null,"_links":null, "LocationID": {"value": "MAIN"}}

Has anyone modified the AIA report to allow for parameters?  Also, can a modified report be set up on the project>mailing & printing tab to be the default format?

Have any versions prior to 2026R2 been updated with the CSV export type for 1099 e-file? This appears to be required by the IRS for filing for tax year 2026.   Finance: File 1099 Forms Through the New IRS IRIS System   Good news if you file 1099 forms: Acumatica ERP is ready for the IRS’s move away from FIRE. The Internal Revenue Service (IRS) is retiring the FIRE system and replacing it with the modernized Information Returns Intake System (IRIS). The changeover begins in the 2027 filing season (tax year 2026). Starting in Acumatica ERP 2026 R2, the Create E-File process on the Create E-File (AP507500) form generates CSV files formatted for IRIS instead of FIRE for both 1099-MISC and 1099-NEC.

I have document with multi-select combo attributes and i need show them in my report

When setting up vendors we use 30000 as the Ap Account however have been getting this warning. We have had this account be the AP account for vendors since set up 4 years ago - will it effect anything (reports etc) if we set the control account module to ‘AP’ for this account in order to get rid of the warning? or should we just leave it blank as is and just ignore the warning

We are currently working through CMMC compliance and evaluating how Acumatica fits within our environment.For organizations subject to CMMC requirements, particularly those handling CUI, how have you addressed Acumatica? Specifically:Are you allowing CUI to be stored or processed within Acumatica? If so, how have you addressed the applicable CMMC/NIST SP 800-171 requirements and FedRAMP considerations? If not, have you established policies or technical controls that keep CUI out of Acumatica and therefore outside that portion of your CMMC scope? Are you using Acumatica SaaS, private cloud, or another deployment model? Have you successfully gone through a CMMC assessment with Acumatica somewhere in the environment?I’d particularly appreciate hearing from other government contractors who have already worked through this with an assessor/C3PAO.Thank you!

Is it possible for a customization project to receive an event when a file is attached to a record (project, invoice, etc.)?The goal is to force a change to the LastModifiedDateTime of the project (for example) when a file is added so that the REST API will return the project when filtering by timestamp, since it seems that Acumatica doesn’t update the timestamp automatically when a file is added.I have code that was generated with assistance from AI but I’m not sure if the approach is even valid. Should this RowInserted event for NoteDoc work and is the call to SetStatus() sufficient to update the LastModifiedDateTime value?Trace information confirms that the extension is being loaded and a different event is received but not the event for NoteDoc.    public class ProjectEntry_Extension : PXGraphExtension<ProjectEntry>    {        public static bool IsActive() => true;        public ProjectEntry_Extension()        {            PXTrace.WriteInformation("ProjectEntry_Extension

We overproduce on our first operation sometimes. I want to be able to overproduce at that time. However, I do not want to allow for people to be to go crazy or not have the rest of the order qty’s controls in place that make each operation qty’s match.  Example set system to overproduce So, on operation 10 qty to produce was 100They were able to produce 150, and they complete 150 Then on operation 20 because system is set to allow over production, even though there are only 150 to make they complete 180.  I was trying to come up with the best solution so I could overproduce but keep the integrity of the locked system in place. Maybe some kind of buyoff and order adjustment? Operator triggers an over production buyoff, and some corrects the order qty? I don’t want to reinvent the wheel if something already exists.  

Hi everyone,We’re setting up a new 2026 R1 on-premise install on Windows Server 2022. It will have two instances, Production and Sandbox, and each needs its own hostname:https://erp.company.com → Productionhttps://erp-sb.company.com → SandboxBefore we build it, we’d like to follow the recommended IIS layout. These are the two options we see:Option 1: applications under Default Web Site (the Configuration Wizard’s default)The wizard deploys both instances as applications under Default Web Site (/Prod and /Sandbox).Both hostnames are bound to Default Web Site, and a URL Rewrite rule redirects each root to its application.The URLs become https://erp.company.com/Prod/....Option 2: a dedicated IIS site per instance, at the rootWe create a separate IIS site for each instance with a host-header binding, and run the instance at the site root.The URLs are clean: https://erp.company.com/....As far as we can tell, the wizard doesn’t create sites, so the sites would have to be set up by hand befor

Hi all,We extract users from Acumatica with OData v4 (Python), DAC PX_SM_Users. The DAC endpoint returns fewer users than the GI on the same table. Odata return 523 usersGI return 762 usersBoth methods are using the same condition.Version: Acumatica Cloud ERP 2025 R2 (build 25.201.0213) Understood I can call the GI using OData, but i want to understand why this happens?