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Hello,this is my first time implementing Acumatica payroll and I’m struggling to know if the NACHA file was created and if it was, where I can view the .txt version of it.  Any help is appreciated!  Thank you in advance.

On the Portal Settings page, the uploaded Sign-In Page Image does not seem to be displayed on the portal Sign-In page.Has anyone else had this issue or know how to fix it?The Welcome to the Self-Self-Service Portal default screen is replaced with a blue box, instead of the uploaded image…  

Is it possible to set the default on the Copy Order action dialogue box to be unchecked? Thanks in advance,Laura

I'm using a Master report to display two sub reports side by side.(see attached)I know I can use Excel-Manual mode to set the column width for each report, which works fine when applied to a single report. However, once I switch the master report's export mode from excel-auto to excel-manual, the two sub reports, which previously displayed correctly in Excel, become misaligned. Like belowrow 1 sub report1 c1, sub report1 c2row n............................................................... sub report2 c1, sub report2 c2It's as if sub report1 finishes printing completely before sub report2 starts printing on the next line.They display correctly, line by line, in PDF.If I switch back to excel auto, they display correctly in Excel on the same line, like this:row1 :sub report1 c1, sub report1 c2, sub report2 c1, sub report2 c2However, in auto mode, the columns are too wide, and the user doesn't want to manually adjust them every time. What should I do?

Does anyone have a well defined process for merging duplicate (or more) customer records? From research i have seen making one customer inactive but then the history with the merged customer is lost.  We have several instances where imported customer data had more than two records. Ideally we would have the ability to compare conflicting data and update all references and documents to this data, and, if possible bring over to the one customer all customer history - having control and being able to make decisions what merges.Any help, insights or input here would be greatly appreciated!

I had a client recently respond with their acumatica instance in dark mode (at least that’s what it looks like to me!) and i was wondering if anyone in the community knew how to make this change? i thought it was the browser but when i switched chrome to dark mode, acumatica’s screens were still white.  this is what i’m looking for:this would be an awesome feature (i saw a similar idea which i’ve included below but it seems to be about 4 years old so hopefully this reignites a spark) 

When using the staff appointments on calendar map, the pin for a customer is showing in an incorrect location. How can we update that pin location? Once the appointment is started, will the pin update similar to a delivery system (Smartdrops)? Is there a manual way to make this correction? 

A majority of our clients populate the long descriptions on line items they sell with important descriptive information for each line. They need to be able to view this on the screen without having to hover over each line item description. Pre-2025R2 we simply used a customization project to toggle the WordWrap for each of those fields allowing all of the text in the field to show and allowing the field to automatically expand to accommodate it. After the 2025R2 update we realized that the WordWrap functionality was removed. Our options now are to create a custom CSS file for each page or to create a global customization in C# to change all of the impacted pages for each customer and deployment. I’m curious if anyone else has found a more elegant way to manage for this change? 

I have a question regarding the purpose of the WIP Account in the Posting Class and Stock item.According to the documentation, the WIP Account and WIP Variance Account fields are enabled only when the MRP or DRP feature is licensed and enabled. However, MRP and DRP themselves do not perform any accounting postings directly, so I'm trying to understand the reasoning behind this dependency.From my testing, I observed that when WIP and WIP Variance Accounts are defined on the Stock Item, those accounts take precedence over the accounts configured in the Production Order Type. This behavior appears to be intentional.Does anyone know why their availability is tied specifically to the MRP or DRP license, even though those features don't generate GL postings themselves?

Hey, Gang - I’m trying to create a custom report for a client who wants to display all the lines associated with a selected task for any given Project Quote. Any assistance would be helpful here. In a perfect world, the task would be retrieved from whatever line is selected on the Estimation tab. For example, using the screenshot below, the report would display ONLY the two lines associated with task 040 since that’s the task of the selected line. This would be awesome, but right now I just need to get it to recognize the tasks used in a given Quote. However, I can’t seem to get the system to recognize the task list for the selected Quote. Here are the corresponding schema items  

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We are working on setting up MRP and seem to have run into an issue. The Safety Stock field in inventoryItem (AMSafetyStock) can only handle values up to 9,999,999. We have items that require a safety stock of anywhere from 10-50 million (possibly even more). In a sandbox, I updated the field to accept additional digits but we are still getting errors. I also do not know if that is a good way to go about it. Seems like an update that touches that table could change the field back and destroy that data. 

Hello, We are currently in the process of upgrade from 23R2 to 25R2. In the process, of upgrade we encountered an issue with scrapping on production orders. A case/Bug has been opened with Acumatica. However, we do not have an established timeline for resolution at this time.  Problem:When performing a scrap on a production operation the Production Order Detail will record the scrap on the operation in which it was performed. However, the scrapped qty will not update in the first operations QTY remaining and QTY to Produce Columns. All upstream operations, from before the scrap action will remain in a “Completed” status. In our production environment, if a scrap occurs, we must start over from Operation ID 0010.This means, we have completely lost visibility to a production order in the upstream work centers that is starting over in the production process due to scrap. This also means, we lose our Material transactions and labor cost associated to the rework of the product in the upstre

HI, I have created a business event that I want to archive every BOM but the latest one. Can any one give insight as to what the trigger conditions should be? My GI work fine and so does the import scenario, the Business Event is not firing. I also do not want it to archive the newest BOM such as A.  

When I do this in the Customer Payment Method, I get an error.   To explain further, I created an Import Scenario to Mass Update the Customer’s Payment Method as seen below but the IsDefault field is unchecked. 

My financial year starts 1 March, so March = Period 01.I built a 12-month rolling Trial Balance using ARM based on a Start Period/Financial Period parameter.Requirement:P&L accounts: show Turnover (period activity only) Balance Sheet accounts: show Ending Balance (cumulative)The monthly columns work correctly.However, the issue is with the YTD column:For P&L accounts, even if I set the column to Ending Balance, the YTD column shows only the previous month’s amount instead of the cumulative total.Example:Jan = 500Feb = 600Expected YTD = 1100But the report shows 500.Has anyone configured a rolling ARM trial balance like this, especially with a financial year starting in March, P&L Accounts should show Turn Over and Balance sheet Accounts Should show ending balance. How did you handle the YTD column for P&L accounts? I have attached my XML File for quick reference

I’m encountering an issue when creating a PO from the Inventory Planning Display screen. The demand is being generated for a specific Project. However, when the PO is created from the Planning screen, the Project field on the PO is defaulting to Project X instead of inheriting the actual Project associated with the demand.I’m trying to understand whether this behavior is driven by system setup/configuration or standard Acumatica functionality.Is there any setup or configuration that can prevent the PO from defaulting to Project X and instead carry over the correct Project from the originating demand? 

Good da CommunityI am battling with a report I have been working on for ages. It was originally written by someone else but has never wired correctly. I have at last managed to get the columns to have the correct data, but some of the totals are duplicating, i.e. Aquisition Cost, Closing Cost & Depreciation.I suspect that the joins between tabes are the problem. I would appreciate it if one of you experts would check these joins and advise.These are the formulae that are incorrect:Acquisition Cost - by Class - =$BeginningAmount; Total Report - =$TotalBeginningAmountClosing Cost - by Class - =$ClosingCost; Total Report - =$TotalClosingCostDepreciation for the Period detail - =Sum(iif([FAHistoryByPeriod.FinPeriodID] = [FAHistoryByPeriod.LastActivityPeriod], [HistoryLast.PtdDepreciated], 0)) - this formula worked in a previous version before FABookBalance table was added.Any advise you could give regardug the table jjoins would be greatly appreciated.RegardsBarbara  

Hi, I'm experiencing an issue with Project Template security: I have assigned a Project Group to a Restriction Group to limit access. In the Project Templates (PM208000) screen, it works correctly (users outside the group cannot see the template). However, in the Projects (PM301000) screen, when clicking the Template selector, all templates are visible and selectable, regardless of the Restriction Group settings. Why the visibility restriction is not applied to the Template lookup field in the Projects screen?

Dear community I am excited to join all of you and hope to learn all about Acumatica cloud ERP from functional and development perspectives.I am a hobbyist AI-enabled developer from Connecticut and I am interested in learning how to develop custom widgets on Acumatica platform. Thank you.Dr. Amar Verma

Does Acumatica have integration with Stripe Payment Systems? Thanks

Hi, I am getting duplicates when printing a credit memo. What’s weird is it not happening to all credit memos and invoices. Only happens to some of them. I’ve attached the report file. Thanks for your help!  

Trying to figure out how I can enforce entry of a lot mask of format NNNNN/AAAANNNNNN-N where N is numeric and A is alphanumeric. We will receive the AAAANNNNNN-N part from a vendor and after performing inspection of the product will prefix it with NNNNN/ denoting that it’s an inspected received part. None of the parts of the lot number are auto-incremented, and there seems not to be a way to define the length of the segments, or the acceptable data for the segments. Is this possible to achieve without customization and if so what am I missing?

We are an Engineer-to-Order (ETO) company where Available-to-Promise (ATP) dates are critical to our customers. These dates depend on multiple factors, including supplier lead times, manufacturing cycle times, shipping, and also engineering/design time.We are exploring ways to better incorporate engineering capacity into our scheduling and ATP calculations.Has anyone modeled Engineering as a work center within Acumatica to account for design capacity and better reflect its impact on delivery dates?If so, how was it configured, and did it effectively improve ATP accuracy? Are there alternative approaches within Acumatica to include engineering lead time and capacity constraints in the planning process?Thank you Daniel Lago

Hi Community, I am in need of some help. We are currently booking some AR payments into a clearing account and then using the Bank Deposit feature to transfer those funds to the final bank account. However, we’ve found a couple instances where a payment that’s part of a bank deposit is returned. We would normally void the payment.How should we go about recognizing the returned payment since we shouldn’t be voiding payments that are part of a released deposit? We also need to be able to select the returned payment in the Process Bank Transactions for matching.Appreciate any insight.Thanks.