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Hi there,We have a client who completes a monthly material stockcount, but they have distributed sites and often the stock count sheets aren’t received until the midway through the next morning or even a day later i.e., 1st/ 2nd.When the PI Counts are entered in Acumatica, it is hard-set to force the day of the count being the system date i.e., the current local date, and there is no way to adjust this from my understanding, unless going down the customisation route. This obviously causes issues because the count sheets will all be say the 31st of the month, but Acumatica will be calculating the balances as at the date of entry i.e., the 1st/ 2nd, which can causes Acumatica to attempt to incorrect adjustments.Is that correct, and/ or has anyone seen any way to handle the above scenario?  Thanks in advance.B

Hey, gang - I’ve reviewed a number of posts related to this issue, but wanted to get the team’s thoughts on my specific case.  I’ve got a client who wants to see total INTran Issue Quantities over the past 12 months, by month, as well as On Hand, Available, and a few other metrics related to the individual Stock Items, all in a single GI they can manipulate by date.  We usually get the System was not able to get record count warning, and I’m wondering if the community has some insight that’s tailored to this GI.  I’ve attached it for reference, too.  FWIW Somtimes, if I remove the grouping and re-add it, or if I change the date parameters, the warning goes away. This GI is really two parts - the first is the month-to-month data from INTran, conditioned by financial period.  Here, I aliased the MasterFinPeriod DAC 12 separate times using the DateAdd formula to reflect the month via the Joins.  The DateAdd formula is using a parameter, so all the months can change based on the selected [

Has anyone been able to get an import scenario to work for the Trial Balance screen?  No matter how I adjust the Commit checkboxes, the assignment of Import Number, or the Key assignment in the Data Provider among other things, the best I can do is get a single detail record saved and I wind up with the same number of trial balances created as I have records in the file.  I’ve tried using keys from the record (Branch, Ledger & Fiscal Period) and also an added field to the file to group the records by Key.  I currently have ‘<NEW>’ assigned to the Import Number field in the attached xml, but that isn’t the issue.  I haven’t had this issue with other import scenarios for screens that have a Master - Detail relationship.  Since I have about 15 companies and 13 trial balances that need loading per company, I’d rather use an import scenario over the grid import of the detail.  At this point, I haven’t even tackled the Validate step; I’d settle for just getting the detail records i

I have followed all the proper steps to set up the Outlook Plugin for Accumatica. I am able to click the add in and have it pull the name and contact from the email properly. I then want to log that email as an activity and I am able to do that properly. Once I am taken to the next page of the add in, I select the entity in which I want the email to be linked to. I then click “create” and then it loads for a second then I am taken back to the initial Log Activity screen. I check my accumatica and the email has not been uploaded. I am unsure of where the issue is occurring and I have checked that I have all of the proper permissions. 

I’ve imported Employee records to the Employees EP2030PL screen with an Active history record.  I could use help creating an Import Scenario to create the PR203000 Employee Payroll Settings record. I’ve tried the out-of-the-box Import Scenario, Import Employees for new EmployeesPayroll without success.  I’m using version 2026 R1.It seems the Insert Action in the  Import Scenario does not open the Create Employee Payroll settings dialog, or the Create button isn’t getting clicked.Any suggestions will be greatly appreciated. 

When publishing a customization to PR302000 in 26 R1, I get this error:An error on the page /pages/pr/pr302000.aspx with the message: Cannot parse the ASPX file. The closing tag </px:pxformview> is not expected in the line 87; the expected tag is px:PXFormView from the line 54.The source ASPX file looks like this:The only way to resolve it is to edit the ASPX manually, providing I have access to the server.

Trying to import Production Orders and the first row went in, now the rest will not. Any tips?  

I have a client that has to create zero net pays once in while and they can’t release the transaction. It shows open and nothing hits the general ledger. Is there a special way you have to release a paycheck that has zero net pay? I have tried releasing it from paychecks and adjustments (inquiry), releasing through the paycheck transaction, and through process payroll documents. It is stuck in a open status and the only options you get are calculate. Since it did not hit the ledger then how do you continue with the transaction? Any comments would be appreciated. Thanks

Meet Arpine Arzumanyan our Acumatica Community Featured Member for July 2026. It’s great to have you as part of the Acumatica Community ​@arpine08!Hello everyone!I'm Arpine Arzumanyan, an Acumatica Developer with nearly 9 years of experience at Information Integration Group, Inc. (IIG).I enjoy working on complex business requirements, helping customers optimize their ERP processes.The Acumatica Community has been a wonderful place to share knowledge and learn from fellow members.On a personal note, I live in Yerevan, Armenia. Outside of work, I enjoy hiking and spending time in nature. I also love capturing beautiful and interesting moments through photography. 

When we use the Acumatica plug in within Outlook we aren’t able to link to any account. This has been functioning in the past but over the last week when Acumatica had an update it doesn’t work. For account and contact it only shows a list of employees and doesn’t allow us to search accounts in our Acumatica database. Please see screen shots below and offer answers as to how we can fix this issue. Thanks! 

Hello! We are looking for a Credit Management Platform that will integrate with Acumatica. A platform that processes credit apps, stores needed documents and etc. Any suggestions would be greatly appreciated!

Does anyone have any suggestions for a catch weight scale that integrates with Acumatica easily?  This use case specifically is for a butcher shop.

in 25R1, what logic is used to archive sales orders?  shipments?  The help doc states that sales orders with a status of complete or canceled will be archived.I ran the archive process on sales orders and shipments.  The majority of the sales orders were archived but I still have sales orders that fall outside of the retention period with the completed status.  The archive process did not archive any of my 20k shipments that fall outside of the retention period.Any insights?

I have received some requirements from users. They want to display a QR code payment image that is generated as a base64-encoded PNG from an external API.I need to show this base64 image on an Acumatica form. Once the user scans the QR code and completes the payment, we will receive a response from the API and continue with the next process.Please guide me on how to display a dynamic base64 image in Acumatica 2025 R2, for both the Classic UI and the Modern UI.

Hi , In GL Module the tran description has 256 Characters where in Fixed asset Module in it 512 Characters so could you please validate and add the point

I’m experimenting with getting Acumatica running under Ubuntu Linux using Mono on my portable Linux server. I have ASP.NET working with Apache and the few test .aspx and .cs programs working. I’m currently working my way through the web.config file translating Windows paths to Linux paths. I noticed that Node.js-win is installed under WIndows. My understanding this is used for the Modern UI which isn’t a focus for me right now. Is there any additional Node.js packages used by Acumatica beside the base install that Acumatica checks for even if I don’t have the Modern UI enabled?I’m hoping the Acumatica developer team that may be lurking here on the forum can respond to my above questions.My NpmCache doesn’t show any files for the tenant I’m converting nor can NPM be found or used from PowerShell. My assumption at this point installing Node.js v22.19.0 is all that is needed.   

One of our clients recently went live on Acumatica and are struggling with easily logging time against multiple production orders at once. They are on 22.212.0046. The Multiple Clock Entry screen gets them close to what they need, but isn’t efficient for their shop floor team at all. They need to be able to select all production orders that are associated with a single sales order, clock into a work center, and then clock out of that work center. Ideally this could be done on the mobile app and via scanning, but that’s not supported. I tried exposing the Multiple Clock Entry screen on mobile but could not get it to be selectable when trying to add to a mobile workspace. (is there a step I’m missing here, or is this screen not supported on mobile?) With the browser interface, they can use column filters to select only the sales order and only the work centers they need, but they would still have to individually select all the lines to clock into -- there should be a “select all” option

Hi everyone,I'm looking for guidance on syncing color information from Acumatica to Shopify using the native Shopify Connector on 2026 R1.The requirementIn Acumatica, product color is stored as a descriptive name. On the Shopify side we're populating a Color metafield, which expects a hexadecimal value rather than the name:Black → #000000 White → #FFFFFF Smoke → #808080 Dark Smoke → #4A4A4AWhat I've triedCreated a Substitution List mapping the Acumatica color names to their hex values, and referenced it in the Shopify Entity Mapping. The substitution was not applied and no hex value was exported. Changed the Acumatica color field to store the hex value directly (for example, #000000) and re-synced the product. The Shopify color metafield still was not populated. Tried the following expression in the entity mapping: =SubstituteListed([shopify.color-pattern], 'Metacolor') — the expression editor returns an error that the function is undefined.My questionsIs there a supported way to trans

 Hi Everyone,I'm facing an issue with barcode scanning in Acumatica 2026 R1 and would appreciate any guidance.I have created a report that prints a Code128 barcode using the standard PictureBox barcode control.Current barcode settings:Source: Barcode Barcode Type: Code128 Value: =Trim([INLocation.LocationCD]) (also tested with LocationID) BarHeight: 1000 BarWidth: 10 WidthRatio: 3The barcode prints correctly and the human-readable text is displayed below it.However, when I try to scan the printed barcode using the Acumatica Mobile App, nothing happens—the app does not detect the barcode at all.To isolate the issue, I generated the same barcode using the TEC-IT online barcode generator with the same value (e.g., PACKING-AR), and the Acumatica Mobile App scans it successfully. This suggests the mobile app is working correctly and the issue is related to the barcode generated by the report.Has anyone experienced a similar issue?

Hi, How to delete UnAssigned Locations lines in Inventory Summary. In Inventory Summary data is not saving through direct tables.Can anyone Suggest me how to delete UnAssigned Location from Inventory Summary.Thanks,Giri.

Hi,I have a requirement to configure an approval rule so that AP Bills are routed for approval when the vendor is an employee.This is only one of several approval rules in our workflow, so hardcoding vendor IDs is not a feasible solution, as employees may change over time. Is there a standard way to identify employee vendors within approval conditions so that the rule can be evaluated dynamically?Thank you!

Does Acumatica have a solution for tracking price/compare at price from Shopify on an order level?There are a number of reasons to use the ‘Compare At’ price function in Shopify. They can be utilized in more complex promos to avoid Shopify’s limited discount ‘slots’. They also offer a better customer experience with slashed pricing, an immediate view on the actual sales price, and no requirement to remember a code. The problem with this is that Acumatica is just receiving the price as compare at price so it doesn't look as if it has been discounted. E.g.Product X has a normal price of $50We use Shopify compare at functionality so that this now has an 'Is' price of $40 and a 'Was' price of $50 (which will shown a slashed pricing on the storefront).When this comes in to Acumatica the line item just shows a pricing of $40 but we want to be able to track the fact that this actually represents a $10 discount The compare at pricing isn't available through normal order JSON but is accessible

Wonder if anyone has started looking into the new Materials Management feature in the Construction edition and if so, any thoughts/feedback on it?It looks like it shows promise but we aren’t going to be using this in a typical construction scenario since we are focused on Custom Engineering projects and simpler/smaller types of transactions where we aren’t using hundreds of materials. Thank you.NOTE for Acumatica, please add a Tag for “Material Management” for posts.

I have an Acumatica instance with 16 tenants, and one of our requirements is to maintain a single set of supplier (vendor) master data that is shared across all tenants. The expectation is that a supplier and all its related information (locations, addresses, contacts, etc.) should be visible and remain consistent regardless of which tenant the user is working in.Our initial approach was to use Company Mask so that the supplier records could be shared across all tenants. This works well from a visibility perspective, but we have concerns about update operations.For example, assume the supplier record is physically owned by Tenant A (CompanyID = 2) and has a location with LocationID = 15. Because the record is shared using Company Mask, a user logged into Tenant B (CompanyID = 3) can open the supplier and edit the location details. However, when the update is performed, much of the Acumatica framework identifies records using the current tenant context together with the record key. Sinc

We are currently on 2022 R1, and plan on upgrading regularly. We were attempting to use Smartsheets for project management with Acumatica because of the built in integration. Smartsheets is no longer support, and was pretty far behind in capabilities. What project management programs integrate with Acumatica - we are Project Accounting only, NOT construction. Thanks!