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All, we have an email going out to a dead address -- the employee at the Vendor we’re sending a PO notification to has left the company months ago.“dead@address.com” isn’t listed in the vendor card anywhere.“dead@address.com” isn’t in Contacts.I can’t find “dead@address.com” anywhere in Acumatica.Firing up Report Designer is where I found the field =[RemitContact.EMail]Does anyone have an idea of where [RemitContact.EMail] is stored? 

I am trying to adjust a field so that the input is masked like a password field. I have it in my classic UI customization, but I am unable to find any resources for implementing this in the modern UI.The field in question is a base field on an Acumatica page. The field is the “Header Value” field in the “Push Notifications” page SM302000. I have two questions:The first is what and where do I add modifications to adjust this field to be masked as a password? Do I adjust the DAC definition for the modern UI, do I adjust the view definition of this field in an extension .ts file, and/or do I create an html extension field that modifies it?The second question is what would that syntax look like? What specifically do I need to add to create the password masking?I did try to look for examples within the provided Acumatica code, but was unable to find any examples.

Meet Rohit Rattan our Acumatica Community Featured Member for August 2026. It’s great to have you as part of the Acumatica Community ​@RohitRattan88!Hi everyone! Honestly, I'm still a bit surprised to be this month's Featured Member — I mostly just help figure out why things break, so I didn't expect to be the one in the spotlight. But happy to share a bit about myself.How I Ended Up HereBefore Acumatica, I was a one-man IT department at a fabrication and manufacturing shop — the kind of role where your job title says one thing, but your actual day could be anything. One minute I'm resetting someone's password, the next I'm elbow-deep in server administration, and by the afternoon I'm writing customizations for the ERP system because, well, nobody else was going to. User support, sysadmin, ERP admin, and developer — all on the same day, often in the same hour. I like to say I got a five-year crash course in "figure it out," which turns out to be excellent training for support work.I jo

We have a group of products offered with a single variant (color) where the color is simple to change in production. Many of the other components have long lead times and would benefit from the use of Dependent Forecasts in MRP/Inventory Planning I’m trying to figure out how to load a dependent forecast for a single item (ITEM-A) that has an identical BOM to a group of products (ITEM-B to ITEM-G) so that sales orders for any of the group of items is consumed against the forecast For example, imagine I enter a Forecast for a period of 10-units, and we take sales orders for the same amount in that period, but the color variants are different. How can we configure this to consume the forecast and net out to zero?Inventory ID Forecast Sales Order ITEM-A 10 2 ITEM-B   4 ITEM-C   3 ITEM-D   1  As configured, it appears Inventory Planning will expect a total demand of the 10 forecasted -2 on SO of ITEM-A (8 Total) + an additional 8 units from the other variants on sal

Hi Team, Do you know whether Acumatica supports E invoicing concepts. Do we require any customizations? Regards,Nithya

Can someone point me in the direction of adding a user defined field to the location tab of the customer form. I added a user defined field to the location form, but it is not available to add to the location grid on the customer form.

What is the limit on characters in the description field?  30? 100? 200? 

Team - one of our customers wants to limit the characters used for Project Tasks.  This is simple enough.  However, it turns out that the consultant who originally configured this customer somehow (???) added a Task to Project X.  To make matters more unnecessarily inconvenient, they used the maximum characters allowed by the segmented key.  I can neither open this task (on Project Tasks), delete the tasks using a Mass Update, or Update the Task ID (also using a Mass Update).  I’ve also tried renaming the Non-Project Code, but this isn’t helpful either. Is there a way, short of using a customization, that I can access this task to delete it? How in the world was this able to be done in the first place? Thanks in advance!

We are using MRP as the Planning Method and Inventory Planning Exceptions (AM403000) as the purchaser’s daily exception screen.Our system-wide Stocking Method on AM100000 is Reorder Point.Here is a representative purchased item:Quantity on hand/available for shipment: 4,250 Open sales-order demand: 17,000 Open purchase-order supply: 23,500 Reorder Point: 10,750 Safety Stock: 0 Min. Order Qty.: 250 Lot Size: 250 Max. Order Qty.: 0 By quantity and date, the existing supply covers the customer demand. The lowest projected balance is approximately 2,500, and the ending projected balance is exactly 10,750.  However, AM403000 produces Expedite exceptions against nine PO lines totalling 18,500 units. It appears that MRP is trying to restore the full reorder-point quantity as early as possible, rather than distinguishing between:Supply that must be expedited to fulfil an actual customer order on time. Supply that is only rebuilding inventory toward the longer-term target. This makes AM403000 d

Currently, I’m using Acumatica 2026 R1. I’m adding a custom state in SO Shipments SO302000 (state name : Transferred) that is supposed to be processed through the UpdateIN action.What I did : Created a customization project with an extended workflow for SO302000 (inheriting the default workflow). Modify a transition from Confirmed with Triggered By Action = Update IN (updateIN), to target my state. (Replaced Completed with Transferred) Published the project.What happens : The action executes normally, but the shipment still ends up in Completed. My transition never fires.What I found in the source : UpdateInventoryExtension.UpdateIN fires, then runs the real work inside PXLongOperation.StartOperation on a new SOShipmentEntry instance. Inside PostShipment:using (PXTransactionScope ts = new PXTransactionScope()){ SetSuppressWorkflowOnUpdateIN(); foreach (var args in GetPostShipmentArgs(shiporder, docgraph, list)) { PostShipment(args); } ts.Complete();}and inside PostShipment(PostShipmen

Hello all,I am curious to understand the purpose of Keys under Production Configurator. Maybe with an example?Thanks in advance.

Hi there,I’m working on the self-service portal in 25R2. My company has decided to implement it for brand ambassadors (salespeople) before rolling it out individual customers. I’ve already created a GI to filter cases based on User → Employee → Salesperson → SalespersonCustomer → Customer → Case, but when I redirect navigation of the CaseCD link to the Case Details screen, I get this error upon clicking the CaseCD: My theory is that the portal only “loads in” the cases from the currently logged-in company, which works great for customers but not so well for employees. Is there a way I can extend / customize this behavior to make these cases’ details visible to the salesperson? I’m pretty new to Acumatica, so please forgive my lack of knowledge about the backend workings of the software - I’m eager to learn more.

In SALES ORERS/ TRANSACTIONS SHIPMENTS. Whether the shipment is unpicked, picked, or picked an packed there is a function when you used to be able to  “correct the shipment”. This feature now just returns an error, and locks the order up. If you don’t wish to finish the shipment and send to invoicing, you can’t change how the product was packed into boxes, you can’t put it on hold and delete the picklist (which allowed me, formerlly, to then delete the shipment) So reverse the order through all it’s steps, after the picking was confirmed, to delete the picklist, then the shipment. I now have a bunch of orders tied up like this due to user error (error confirming before finishing picking and the like, you know human stuff, and now cannot correct the errors.  It is super frustrating. So far I waited a week for acumatica to respond to my software vendor SWK’s issue, as the error that Acumatica was generating says “ERRORS HAVE OCCURRED” and correcting the shipment fails, the picklist doesn

For new customers the Default Payment Method is set to Acumatica Pay and works. However, I have over 100,000 customers with defaults set to Authorize.net.  I need to change them to Acumatica Pay as the default when an Acumatica Pay account does not exist for the customer.I created a GI that selects the correct customers.  I have tried the import scenario a couple of different ways, with none of them working.<Line Number> line was used to set Authorize.net as the default when we first got on Acumatica.  I do not know how to get the Line Number for the Acumatica Pay method.PaymentMethod table PaymentMethodID = TXACUCC                                    PaymentInstanceID = 58452Either way I run it the default is set to the first payment method which is the default cash option.Please Help. 

My companies parts have multiple primary vendors which support 3 different warehouses.If I go into Inventory Planning Display and review items to order based on Action date for all 3 plants I am not able to select all line items and click purchase.  When I do so the system asks me to assign a vendor which all the parts are set up with a vendor tied to them. Because I selected all lines to order the system wants me to assign a vendor.  If I were to filter Inventory Planning Display by Vendor and then by Warehouse and select all items vendor would populate and PO req/PO created and I am on my why with no issues.   When ordering material thru Inventory Planning Display why can’t you select all items and the generates PO’s?  Why do you have to sort by vendor and by plant and release items to be ordered in groups rather than a mass release of parts that consist of multiple vendors and needed for multiple warehouses?

How do I use the @me value on a dashboard? Each time I add the @me, it changes to 0 when I save.  

We have been using Acumatica for 10 years and here are the modules that we are currently using under Field Service Edition SaaS Subscription Financials and Inventory Management Service Management - unlimited resources Equipment Management Deferred Revenue  Contract Management Customer Management with Portal Personalized Domain and SSL Resource Level - L2What are the modules I need to avail if I'm going to use the latest subscription options of Acumatica?Thank you.

It would be so helpful if there was a way to assign a default email template to a Case Class. The Create Email button within a case automatically using the correct email template based on the Case Class would save a huge amount of time and allow for greater automation in our process flow. Does anyone know if it’s possible to set an email template default for each Case Class? It seems like this would be a widely-used feature (imho). Thank you!

When “Send Documents in One Email” is used, Acumatica generates a single email activity that is associated with multiple invoices. Since this activity is shared across several records rather than tied to just one, it does not appear in the Activities tab of an individual invoice and is instead found in the overall email history.This means the Receivables team has no visibility, or proof, that an invoice was communicated to the customer. Is anyone using this feature and have you determined a way to track these activities on each invoice? 

I am working on the Calendar Board (FS300300) Classic UI screen in Acumatica 24R2.This screen seems to be different from other screens because it does not support customization through Graph or DAC extensions, and the behavior of the screen is controlled mainly by the following page files: FS300300.aspx FS300300.aspx.cs These files are part of the website source, and they are not compiled into the customization DLL. Because of this, when changes are made in these files, they work locally in the website, but they are not included in the customization package, and we cannot deploy them to another instance.Also, this screen does not appear to have a Graph that can be extended, so the usual approach using Graph/DAC extensions cannot be used here.I would like to know the correct and supported approach for this scenario.Questions: Is there a supported way to include FS300300.aspx / FS300300.aspx.cs changes in a customization package? Can these files be added to the Customization Project

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

Hi everyone,We’re seeing unexpected behavior in Acumatica 2025 R1 and would like to know if anyone else has experienced this.Our project is configured as:Inventory Tracking: Track by Location Allow Issue from Free Stock: Unchecked All project inventory is stored in a dedicated location (KIT).   When we click Release Materials, the Material Wizard lists the materials. However, after selecting Select All, the Materials screen lists inventory from all warehouse locations, and the Inventory Source includes both Project Stock and Free Stock.Our expectation is that, since Allow Issue from Free Stock is unchecked, Acumatica should only issue Project Stock from the assigned KIT location and should not consider Free Stock at all.This is not the behavior previously. It only picked materials from the assigned project location (if it’s Track by Location) and did not consider Free Stock when the Allow Issue from Free Stock option was unchecked.If anyone has encountered this issue or found a workaro

Hi all,So, I’ve been experimenting with Vendor Locations. A Vendor can have different locations tied to it. Is there a way to have the same items but with different pricing under each location so that a purchaser can simply select the right location and Acumatica will load in the correct pricing?We have a vendor whom we order from the factory at one rate and from their US warehouse at another rate. Same items, different locations, different pricing.It’s weird in that when I go into the ‘Vendor Inventory’ screen, a checkbox called ‘All locations’ exists that you can check to ensure pricing is the same across all locations, but I don’t see a way to change individual location pricing for the same item.Joseph

Do the API Usage Limits affect OData calls?

Any idea as to what transaction this warning is referring to? or is there a scenario where the unfreezing won’t work?