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Hey guys, I found a place to assign a vendor specific PO report. however the dropdown list is not showing my custom report that i uploaded via Report designer. Also overrride box is greyed out. how do I solve this?  

Hello,We have a customer that uses ‘locations’ to ship to the various stores under the main customer umbrella. We noticed that the sales person would need to be added to each individual location for them to be attached to it. However, when we do this, it duplicates the customer in its entirety. I have seen in my research about duplication verification, but that is not on my enable / disable list.  I’ve also read that this may not be possible yet (i may have been looking at an old post.) Has anyone else experienced this issue and possibly know a fix?

We built this GI in 2024. it was just last week found out that some of the data is repeating itself. Either in a negative or different date  

Our bank is requesting that we add an additional value to the NACHA export file. I have made the spot on the file export, but I can’t figure out how to get the data into the export scenario. The value we want to add is APInvoice.InvoiceNbr. I see the export scenario has this APPaymentList source object, but how do I know what is on that or modify to add additional data?Appreciate the help.

Hi Community,I’m working with the Inventory Valuation report (IN615500) in Acumatica and I need to filter the report by a date range.In my report schema, the main table used is INCostStatus, and it only contains fields like: InventoryID CostSiteID QtyOnHand TotalCost ReceiptDate There is no transaction date or financial period field available in this dataset.My requirement is to:Filter the Inventory Valuation report based on a selected date (for example, valuation as of a specific date or between a date range).I’m considering adding a parameter and filtering using:INCostStatus.ReceiptDateBut I’m not sure if this is the correct approach for inventory valuation in Acumatica, or if there is a standard/recommended way (such as using financial periods or another table).Could anyone advise: What is the correct way to set a date range for Inventory Valuation (IN615500)? Is filtering by INCostStatus.ReceiptDate valid? How does standard Acumatica handle valuation as-of date? Any gui

Hi,A client is having an issue where they receive the error below on occasion, but sometimes it happens more frequently than other days.Have you ever run into a similar issue before? If not, is there anything you would recommend I check?Also, in case it matters, they are all using Macs, not Windows computers.Kind regards,Andrew  

I’ve been extolling the virtues of the Modern UI to my colleagues, especially how straight forward it is to code. Unfortunately I’ve found myself stuck on a screen where I simply cannot see the issue. The classic UI version of the screen is working fine, but I cannot get the Modern UI screen to work. The environment is 2025R2.The screen is supported by the following DACusing System;using PX.Data;using PX.Objects.CS;namespace SoImportDemo{ [PXCacheName(Helpers.Messages.ZZSoImportSetup)] [PXPrimaryGraph(typeof(ZZSoImportSetupMaint))] public class ZZSoImportSetup : PXBqlTable, IBqlTable { #region NumberingID [PXDBString(10, IsUnicode = true, InputMask = "")] [PXSelector(typeof(Numbering.numberingID), DescriptionField = typeof(Numbering.descr))] [PXUIField(DisplayName = "Numbering Sequence")] [PXDefault("SOIMPORT")] public virtual string NumberingID { get; set; } public abstract class numberingID : PX.Data.BQL.BqlString.Field<numberingID> { } #end

I have this purchased item that is also used in bills of materials. I’m wondering why inventory planning is allowing us to have a negative “projected on hand quantity” when I am asking for a safety stock of 2,200?  

Hi all,I am experiencing an issue with the Modern UI. When I click the ADD & CLOSE button, I receive the following message on the screen.How can I resolve this?Here is the relevant HTML/TypeScript code for reference: export class BZLines extends PXView { @columnConfig({ allowSort: false, width: 60, allowCheckAll: true }) Selected: PXFieldState; InventoryID: PXFieldState<PXFieldOptions.Disabled>; SiteID: PXFieldState<PXFieldOptions.Disabled>; InventoryID_description: PXFieldState<PXFieldOptions.Disabled>; OpenQty: PXFieldState<PXFieldOptions.Disabled>; Quantity: PXFieldState;} <qp-panel id="BZLines" caption="Items Selection"> <qp-grid id="grid-BZLines" view.bind="BZLines"></qp-grid> <footer> <qp-button id="CstButton85" caption="ADD & CLOSE" dialog-result="OK"></qp-button> <qp-button id="CstButton86" caption="CANCEL" dialog-result="Cancel"></qp-but

Is there a no code way to disable the Put On Hold on a PO if there is an invoice attached? If this is not possible is there a way to disable if status is ‘Open’ (PO fully approved)

So in build 25.201.0213, the following screens need to have modern UI enabled, otherwise you’ll get an error when trying to run it. We noticed for the AR and AP unreleased documents, but I switched them all anyways since likely it will be all of them. Site map of screens that needed to be switched. Error when trying to run the Unreleased AR Documents Then trace of it But like I said earlier, just needs to be switched to Modern UI to run them again. I do think they should be backwards compatible, or at least switched to Modern UI by default for these reports. 

Highlights Additional Fixes AcknowledgementsHi everyone,We are pleased to announce that the new Acuminator 4.0.1 has been released.This is a hotfix release that addresses feedback that we received after the release of Acuminator 4.0.0. It includes several targeted improvements and bug fixes. You can download Acuminator from its page on Visual Studio Marketplace:https://marketplace.visualstudio.com/items?itemName=Acumatica.AcuminatorAlternatively, you can download Acuminator and the Acuminator Console Runner tool from GitHub: https://github.com/Acumatica/Acuminator/releases/tag/v4.0.1Full release notes with the complete change list are available here:https://github.com/Acumatica/Acuminator/releases/tag/v4.0.1 HighlightsNew PX1039 diagnostic (ISV Mode only) New rule that forbids usage of the "PX" namespace and its sub-namespaces for ISVs, OEMs, partners, and other external developers. These namespaces are reserved for Acumatica internal use. This diagnostic is enabled only when ISV Mode

When a customer decides to pay using a credit card, we charge an additional 2.5%. Is there a way to increase item cost by 2.5% when payment type CC is selected? I see where we can offer cash discounts by days but not an increase by term type. If not, I plan to create a Non-Stock item “Credit Card Fee” where we can calculate the 2.5% manually and add it to the order. 

Does anyone have information on when the package for 25r2 will be released? We have 2 customers that will be upgrading over the next few months who use the Gmail integration.

Summit 2026 Breakout Session Presentations - TechnicalAttached are PDF versions of the PPT presentations from our breakout sessions. AI Studio: Build Intelligent AI Automations with AI StudioAI Studio: Providing and Consuming Services through Model Context Protocol (MCP)Always Current: Stay Up to Date with AcumaticaAnomaly Detection: Best Practices, Tips, and Tricks for Smarter Data InsightsBusiness Events: Automating Processes and Driving Efficiency in AcumaticaAcumatica Commerce Connectors: Deep Dive and Best PracticesCustomizations: How to Use Acumatica’s Latest Tools to Convert Customizations to the Modern UIEcommerce: Technical Best Practices for Seamless Integration with AcumaticaGeneric Inquiries: Introduction, Tips and Tricks for BeginnersMobile Customization: Converting or Creating Mobile Customizations in Acumatica's Modern UIModern UI: Getting Started with Navigation, Personalization, and InsightsOAuth and APIs: Secure and Scalable Integrations with AcumaticaSystem Upgrades:

The Custom Field in BigCommerce could be added using the Commerce Connector from the Entities form(BC202000). Imagine you would like to map a attribute or custom field or any field from Acumatica Stock Item form to a custom filed in BigCommerce product page and this custom field in BigCommerce is not yet created. Go to Entities form(BC202000), select Stock Item Entity.  Go to Export Mapping Tab Click plus (+) button In the Source Object, select the required Acumatica object. Eg: Attributes or Advanced  In the Source Field/Value, select the required Field.  In the Target Object, select the object as Product->Custom Fields. In the Target Value/Field, select <<Automapping>> as shown in the screenshot. Now when the stock item is exported next time, connector will automatically create the Custom Field in BigCommerce with the same name as in Acumatica. If the field already existing in BigCommerce then just the value of the field will be exported to existing field.    Limitatio

Hello All, I did a low code customization to add a couple of text fields to our Vendors Location that stores some sensitive information.   I have published the customization, but after doing some research I would like to change the Field to use the PXRSACryptString vs PXDBString Attribute.   Can I go into my customization package and update this attribute?   to[PXRSACryptString(255, IsUnicode = true)]and Republish with out any data loss or corruption? Also if i change the control TextMode to Password and Commit Changes to True will that mask the field on the UI and allow a user to click on it to reveal?  I think I need an event handler for this.   

I know it’s early but thought I’d ask the question now… When the Acumatica AI Studio launches, will there be a new area in these forums for us to discuss and collaborate with others?

​Hi,I’m creating the payment programmatically but payment status is showing Pending Processing.Even tried setting the status to balanced and it didn't worked.Payment is captured in the External system so we are filling the ExtranalTrsnaction table and below is the code that we used create the payment. ARPaymentEntry docgraph = PXGraph.CreateInstance<ARPaymentEntry>();                ARPayment objPayment = new ARPayment();                objPayment.DocType = ARDocType.Payment;                objPayment.Status = ARDocStatus.Balanced;                objPayment.CustomerID = order.CustomerID;                objPayment.PaymentMethodID = filter?.PaymentMethod;               // objPayment.CuryID = order.CuryID;                objPayment.ExtRefNbr = filter?.PaymentRefNbr;                objPayment.CuryOrigDocAmt = filter?.PaymentTotal;                docgraph.Document.Cache.Insert(objPayment);                SOAdjust adjnew = new SOAdjust();                adjnew.AdjdOrderNbr = order.Orde

How do I limit a user’s access to just a specific branch?

How can we copy the OwnerID field from rhw sales order when creating a shipment in 2025 R2? In prior versions we were overriding the method SetShipmentFieldsFromOrder in SOShipmentEntry.  In 2025 R2 there is a new CreateShipmentExtension and it looks like the override may need to be moved to the method SetShipmentFieldsFromOrigDocument(SOShipment shipment, CreateShipmentArgs args, bool newlyCreated)?Below is our existing code.  It does not compile on 2025 R2 because the SetShipmentFieldsfromOrder method has been removed.   public class SOShipmentEntry2_Extension : PXGraphExtension<PX.Objects.SO.SOShipmentEntry> { [PXOverride] public virtual bool SetShipmentFieldsFromOrder( SOOrder order, SOShipment shipment, int? siteID, DateTime? shipDate, string operation, SOOrderTypeOperation orderOperation, bool newlyCreated, Func<SOOrder, SOShipment, int?, DateTime?, string, SOOrderTypeOper

We’re in the setup phase of our implementation and working through our Safe Harbor match configuration.Our formula is: 100% match on the first 2% 50% match on the next 4% Total match not to exceed 6% of eligible compensation Some employees will elect a flat dollar contribution, and their weekly pay varies.Has anyone configured this type of Safe Harbor match where the employee deferral is a flat amount instead of a percentage? If so: How did you structure the deduction and match calculation? Did the system correctly calculate the tiered match each payroll based on that week’s eligible compensation? Any issues with caps or special scenarios we should plan for during setup? Appreciate any insight from those who’ve already been through this.

This new Update Vendor Payment Methods (AP507100) screen in Acumatica 2026 R1 looks really nice. It's a way to bulk update the payment method on open Accounts Payable bills.See screenshot below from my Acumatica 2026 R1 (26.093.0239) beta environment.BUT, I have to enable BILL Integration on the Enable/Disable Features (CS100000) screen for this new screen to appear in my environment.Does anyone know why this is only available to Bill.com customers? This seems like a useful screen that EVERYONE should be able to benefit from.  

Client is using AVALARA for sales tax and ECM. Avalara is telling the client that they need to upload all customers - it is my understanding that there is funcitonality to Manage Exempt Customers and add to Avalara.  We have the tax connector working for sales tax, however when we try to create a customer in ECM provider in Acuamtica, we get an error:  Company is not found.  The company with the ID ‘0’ was not found.  Anyone have insight into using ECM? Is the Tax Provider also used for ECM? There is no option to add a separate ECM Provider in Acumatica.They are logging in through a single account and have only one company.  Thanks!

Hello Community, I am working on a small customization to simply pull up the Stock Items screen in a side panel when changing the detail row. It seemed like I couldn’t accomplish this on the POLine level and only choose header fields when adding the side panel, so I went with an unbound field on POOrder. How can I make it when changing the detail selection to successfully update the unbound field “Selected Item” below? You’ll notice I have the side panel popped up and open to the PNF item, but I have the EMP item selected. Any ideas? I did try forcing a “Note” update on change to refresh UI, but no luck. It does update by changing the side panel to something else and then back to stock item. See below for my code and screenshot: #region UsrReadInventoryNbr [PXString(60)] [PXUIField(DisplayName = "Selected Item", Enabled = false)] public string UsrReadInventoryNbr { get; set; } public abstract class usrReadInventoryNbr : PX.Data.BQL.BqlString.Field<