Discussion Forums

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.  

We are trying to create Lot/Serial Allocations for a Manufacturing Move Transaction through the Contract-Based REST API.Environment:Acumatica Manufacturing 24.200.xxx Move Entry screen (AM302000) Lot/Serial tracked finished good Custom endpoint exposing MoveEntry and Generate actionScenario:Create a Move Transaction successfully through REST API. The transaction line is created with: Quantity = 2 LotSerialNbr = blank Allocations = empty In the Acumatica UI, the Generate Lot/Serial Numbers button is enabled and works correctly. However, when invoking the Generate action through REST API:POST /entity/{endpoint}/MoveEntry/Generatewe receive:PXActionDisabledException: The Generate button is disabled.Investigation:The Move Transaction is in Balanced status. Hold = false. Quantity exists on the transaction line. Allocations are empty. LotSerialNbr is blank. Generate button is enabled and executable from the UI. The exception occurs only through Contract-Based REST API.Questions:Is creatio

I’m creating a Pivot Table from a Generic Inquiry and I have multiple rows included. In this example, I’m just pulling the Employee, Project, and Time Entry and mashing them together so we have a report that shows Employee totals and Employee Project totals. It looks and works great. But the problem is when you export to Excel and it looks not so great. The second column moves over to the blank column when the name doesn’t show (names and project names replaced with generic data). Is there any way to stop this from happening? I would expect it to look more like this considering this is how it looks in the pivot table: Anyone have any suggestions? Or is this just a bug?Editing to add a quick note: I could do this in Report Designer with a Tabular Report which downloads nicely to Excel, but then I can’t have a total on the far right side.

       I deployed a production environment (with a license) on 2024R2. When I open a Customization Project using the Customization Project Editor, it is extremely slow and almost unbearable. However, other operations in this environment seem to have normal performance—only the Customization Project Editor is very slow.     By contrast, the same project refreshes normally in my testing environment (without a license). Why is this happening?

For those who have upgraded to 26R1 and the Modern UI, how has your experience been so far? Curious whether anyone is seeing any notable: Any performance issues or screen load delays Bugs or regressions UI quirks or navigation challenges Improvements you’ve actually liked Would love to hear how stable things feel across different tenants and industries.

Is it possible to prepare an existing binary snapshot already prepared for export in XML using “Prepare in XML format”?If this is possible, would I need to put the tenant in maintenance mode to do so?I exported a binary snapshot to import via the setup wizard and also to save as much space as possible but I forgot that it had to be in XML format for that method of import to work. 

Using patch tool version 1.18.1.0. I attempted to update my developer instancefrom  26.100.0175 to 26.100.0175.5  I don’t recall seeing an error in the terminal, but I also don’t recall closing the terminal. I went to load the site and got the following server error. “ The type or namespace name 'Maintenance' does not exist in the namespace 'PX.Data' (are you missing an assembly reference?)”   After some digging I discovered that PX.Data.dll was missing from my instance bin folder. The patch tool errors now if I try to run any of the commands.  Attempting to run the wizard to upgrade/repair the site also errors on PX.Data.dll.  Anyone else seen anything like this?

Release:    2026-8.56.0          Update: September 24, 2026  Canada FederalIncome Tax – ACTION REQUIRED - effective September 24, 2026FIT taxable wage on Canadian paychecks did not reflect the Deduction for Living in a Prescribed Zone or Annual Deduction Amount settings.When either "Deduction for Living in a Prescribed Zone" or "Annual Deduction Amount" was set in Tax Maintenance > Global Tax Settings, the FIT tax amount was calculated correctly, but the FIT taxable wage shown on the paycheck did not reflect these deductions. This applied to employees of any pay frequency and could result in a discrepancy between the taxable wage displayed on paychecks/T4 Box 14 and the actual tax calculation.This has been fixed; FIT taxable wage now reflects the annualized per-period amount of both deductions. FIT tax amount calculations are unchanged. PIT taxable wage is not affected by this fix.This fix applies in the future only; it does not retroactively adjust past paychecks.Action Required: I

Hello!I am using standard cost as the valuation method for all my items. I have three BOMs, where one final product of the BOM becomes the component of another BOM.The level 2 & 1 refers to the same warehouse, but level 0 refers to another warehouse (Including the material). I want to roll cost for Multi-level, and for level 2&1 it takes the newly calculated standard cost for the next level material cost except for the level 0 as it refers to another warehouse. in another term level 0 material cost always refer to the current standard cost of the item-warehouse. I use same standard cost across all the warehouses. While keeping the above set-up, how should I complete the cost-roll up process? I feel like this cannot be achieved by cost rolling up once at multi-level. Thank You  

Meet Jini Nickelson our Acumatica Community Featured Member for September 2026. It’s great to have you as part of the Acumatica Community ​@jinin!Hi everyone! I'm Jini, from Tamil Nadu in southern India.When I was asked to share a little about myself as this month’s Featured Member, I wasn’t quite sure where to begin. So I decided to start with the questions I’m asked most often — about my journey with Acumatica, my work, and what keeps me around after all these years.The first one is almost always about the eleven years. I joined Kensium 11 years ago and I'm still here, which in this industry usually earns a raised eyebrow. The honest answer is that the work kept changing even though the logo didn't — different products, different customers, different problems every year. I never had to leave to find something new to learn.What we build, for those who ask, sits in the space between systems. I'm a Sr. Manager for the Engineering ERP team, and my team works on integrations and customiza

I have an item on a Sales Order that we are trying to ship out. I created a move transaction and completed it with no issue but it does not show up in the Allocated qty on the sales order. When I went to go manually allocate this item, I see that the Related Document is still the Production Order itself and not the move transaction and the item does not allocate manually through the Line Details either. How do I go about getting this onto the shipment? We have shipped 4/5 already and are looking to ship the final 1. Line 8 is the line in question.Thank you! 

Is there a preferred method for adding a restocking fee to an RC return order? Our thought was to create a “RESTOCKFEE” non-stock item and add it to the RC with a negative amount to subtract the fee from the return. Does this make sense, or is there a better way to go about this?

Hi everyone I hope you're having a great week! I'm running into an issue with Subcontracts and Projects in our system, and I'd love to get some advice from the community.Here is our current process:We have a 1-year Subcontract with a Vendor that covers multiple Projects. Each month, we:1. Reopen the main Subcontract.2. Add a new line for the current month's payment (linked to an active Project).3. Click Remove Hold to process it.4. Create an AP Bill to pay the vendor.The Problem:Over time, some older Projects on earlier lines have been marked as Completed. Now, whenever we Reopen the Subcontract to add a line for a new month, the system blocks us from clicking 'Remove Hold' because of those Completed Projects—even though the old lines linked to them are already Closed.What we expect:The system should only check the Project status for Open lines, and ignore Closed lines so we can keep processing the main Subcontract.Has anyone faced this issue before? Is there a recommended setup or wor

In case anyone missed the Acumatica Podcast Featuring ​@Omar Ghazi and ​@Doug Johnson, check it out and subscribe with the podcast provider of choice!https://www.acumatica.com/erp-podcast/ 

Since upgrading from 24R1 to 26R1, I’ve been getting the following errors from the RESTAPI using the SO301000 screen:{"message":"A long operation is running for this screen in the current session. Please try again later."} This didn’t happen at all in 24R1 and the small number long running processes that I’ve found on the System Monitor screen only run for a couple of seconds at the most.  Is there a way to prevent this error from occurring since I have no control over which schedules use PXLongOperation.StartOperation()?

npm run watch --- --env customFolder=development screenIds="TR300300" run successful but in browser my screen is not changed. But if i republish my project  change become

Since there is no documented automatic process that reliably matches those imported Shopify payment records to Acumatica Bank Deposit payment lines.  Has anyone designed and created a customization or a controlled reconciliation process to automatically link imported Shopify payments to Bank Deposits?

Hi,I have a Labor Item filed on grid and when I update the field on one line, value changes for this field for other lines. And in the cache it looks right. But to see the changes on grid, I need to hit the Refresh button for changes to be visible. The logic of updating the field for other lines is written in RowUpdated event handler and i wrote View.RequestRefresh() for FieldUpdated event handler but it did nothing too. I tried adding AutoCallBack for grid with Refresh command and for target i wrote the id of the grid. And, well, it refreshes but only when i click on other cell of grid. And when i just click on my grid or want to change some field, the grid is always refreshing. So I dont think this option works for me. What is the recommended approach to force the grid to repaint secondary cached rows after a field update without losing input focus or requiring a manual refresh button click? 

Is it possible to restrict/hide export of a report created using report designer?  

Hi,This is not a issue.We have a new Customer who’s already using Acumatica & I want to understand as a consultant if the Following Process is Standard in the System or a Customised behaviour in the system.Sales Order contains a line with Zero Quantity and Shipping Rules are BackOrder Allowed(Allow Negative Quantity is not Enabled) When a shipment is created it pull through this line item, with Shipped Qty. as zero and the Ordered Qty. remains as 16The customer then Print the Shipment Confirmation through the Shipment Screen temporarily.Thanks!

Good afternoon,I am working with an email template that contains a dynamic link to a specific employee timecard. The link looks correct in Outlook but clicking it takes me to the oldest record I have access to rather than the one specified. I used the “Get Link”>External feature from the record I needed and then added the TimecardCD to the end of the link. My link the in the email:[site-url]&ScreenId=EP305000&PopupPanel=Inline&TimeCardCD=((EPTimeCard_timeCardCD))This correctly displays in the sent email as: [site-url]&ScreenId=EP305000&PopupPanel=Inline&TimeCardCD=0000040Hovering over the link in email also shows the correct URL. When I click the link, the URL bar briefly shows the following:[site-url]&ScreenId=EP305000&PopupPanel=Inline&TimeCardCD=%E2%80%8B0000040And takes me to timecard 0000005 instead. We are using the modern UI in 2026R1. 

Environment: Acumatica 2026 R1 (SaaS), Modern UI, screen EP305000 (Employee Time Cards). We’re new to Acumatica and building our first customizations.We've added a custom column to the Time Entry Summary grid that opens a dialog for the selected row. It works perfectly with a mouse. We cannot find any way to reach or activate it from the keyboard, and we've run out of documented options. Classic UI has PXDSCallbackCommand.ShortcutKey for binding a key combination to a callback command. What replaces it in the Modern UI? We'd be happy with a screen-level hotkey that acts on the currently selected row — it doesn't have to be cell focus.What we builtAn unbound field on a cache extension — no database column, value computed server-side:public sealed class EPTimeCardSummaryNoteStatusExt : PXCacheExtension<TimeCardMaint.EPTimeCardSummaryWithInfo>{ public abstract class usrNoteStatus : IBqlField { } [PXString(24, IsUnicode = true)] [PXUIField(DisplayName = "Daily Notes")]

My company has certain service parts that can be refurbished and reused on the next call. Is there a way to receive these items back, refurbish them, and then add to stock as a refurbished item? My initial thought would be to RMA the item, receive, disassemble to a “core” item, then assemble the refurbished item with a tag to call it out (XXXXX-RFB). I feel there is a step missing in this thought. Does anyone have any experience with this scenario?

Hi,I have noticed that the AP Bills and AR Invoices created through Recurring Schedules are being automatically released.I checked the Business Events and Automation Schedules, but I could not identify which setup is causing the documents to be released automatically.I would like to prevent these documents from being automatically released.  how I can disable the automatic release?Thank you.

For reports, Acumatica provides a Report Reference that lists each predefined report, the module it belongs to, and what it is used for. Is there an equivalent document for the dashboards that ship with Acumatica ERP?