Discussion Forums

Overview:In Acumatica, the standard behavior calculates and records Withholding Tax at the time of payment. However, for compliance with local statutory requirements (e.g., India), we are exploring whether it is possible to calculate and post Withholding Tax at the bill creation stage instead.Current System Behavior in Acumatica1. Bill Creation (No WHT Yet) Account Debit (Dr) Credit (Cr) Purchase/Expense A/c 100   Accounts Payable   100 2. Payment (WHT Applied) Account Debit (Dr) Credit (Cr) Accounts Payable 100   Withholding Tax Payable   1 Cash/Bank   99 Expected Behavior (Needed)1. Bill Creation (WHT Recorded Immediately) Account Debit (Dr) Credit (Cr) Purchase/Expense A/c 100   Withholding Tax Payable   1 Accounts Payable   99 2. Paymen

Hi, I’ve created a very simple GI to show account’s history out of GLTranR DAC. However, I am unable to pull the beginning and ending balance data. The goal is to show each GL Account ending balance per transaction line. Basically, like the below showing the Account ID, BegBal, Debit and Credit Amt and its ending balance on that day.Attached is the GI I created. I am open to suggestions or if you could modify the GI to achieve this, that’d be great as I think many of users/consultants would want this. Thanks heaps! 😊I’ve created a GI to show ending balance per period, but we do need the specific date rather than the period with no way to check at any other point in time. With a date filter we simply go back to the day we need to check.

I’m hoping someone can confirm something for me.  I’m working on an import scenario to update PO Lines.  The source is a GI that brings back POLine records that meet the criteria that I want to update.  The data includes the PO Type, PO Number, and PO Line Number.I first tried using <Line Number> (turning off the automatic <Line Number> = -1, of course).  If I use this, to get somewhat reliable results I have to subtract 1 from the line number in the GI.  But then when I hit a PO that has had a line deleted (I used one that had only one line, but it was Line 2 because the original Line 1 was deleted), I can’t select the line.If I use @@LineNbr, I can use the exact line from the GI.What I’m thinking (and this is probably one of those “Duh, didn’t you know that?” things)--<Line Number> references what line in the details grid to load.  The actual Line Number value on the line doesn’t matter--in my scenario above with the lone Line 2, if I set the <Line Number> val

I'm building a Project Margin Summary Report in Acumatica 2026 R1.I have a Generic Inquiry that returns project task detail with estimated/actual labor, cost, revenue, profit, and margin.The remaining requirement is to reproduce our legacy management summary with these rows:Total Project  Process  Shop  Controls  Controls Labor  Controls Material The challenge is that a single task intentionally contributes to multiple rollups. For example:Task 815 contributes to:  Total Project  Controls  Controls Labor  Can this type of overlapping rollup be implemented entirely within a Generic Inquiry, or would Blytheco recommend another supported approach (such as Report Designer, an SQL view, a DAC projection, or another reporting method)?Our goal is to stay within supported Acumatica functionality and minimize future maintenance.

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share Arpine Arzumanyan - Acumatica Community Featured Member for July 2026Meet Arpine Arzumanyan our Acumatica Community Featured Member for July 2026. It’s great to have you as part of the Acumatica Community ​@arpine08! Acumatica User GroupsNew! Special Interest Groups:  Food Distribution Customer User Group, Nonprofit Customer User Group, Industry Groups: Construction Customer User Group, Distribution Customer User Group Request to join today!All Acumatica User Groups How to Answer Questions on Acumatica Community - We need everyone’s help!Active Participation is needed from every Community user; everyone can provide valuable input using their individual skills and intere

Has anyone used a 3rd party product for AP automation? Companies like TRAILD, Tipalti, etc?We use the native AP “New Document Recognition”, but it is really klunky, and slow.  We have a ton of 3rd party Landed Costs and outbound freight.   We spend too much time processing these vendor invoices when they should simply just flow through the AP process. thank you.

Hi, can someone please help me how to create a selector with 2 (All records, project codes) tabs like this This screen is in the Daily Field Report y the tab Equipment in the coumn cost code I was looking on the internet but I did not find an example. Additional.My project is a customization. The Screen id of reference is: PJ304000Thank you very much I will appreciate any help

Hi Team, through testing, we've confirmed:Delegation only works if the delegate is already listed as an authorized approver (in the Approval Map or Workgroup) for that step. Delegating to someone outside the map/workgroup has no effect - they can't see or act on the item, even though the delegation is saved. If a person is already a listed approver/workgroup member, they can approve on a colleague's behalf regardless of whether delegation was set up at all - simply because they're already authorized. This raises the question: what scenario is Delegation actually solving, if a Workgroup member doesn't need to be delegated to act, and a non-Workgroup member can't act even if delegated?Is Delegation intended for a narrower use case - for example, routing to a specific single person outside the group (rather than "any workgroup member"), or perhaps intended for approval maps that use a single named Employee approver (not Workgroup-based) so there's normally no built-in backup? Any clarific

When a user is created manually on the Users screen, entering login ID directly, with Generate Password checked, linking to an employee, assigning roles, and saving, the welcome email fires immediately and is logged in Activities.When a user is created using the "Add Active Directory User" button, following the same subsequent steps (link employee, assign roles, save), the welcome email does not fire. Is this expected/documented behavior, i.e., is the welcome email trigger tied specifically to system-generated password creation (which AD-linked users never get, since they authenticate via AD)? Or is there a setting/condition we're missing that would allow the email to fire for AD-imported users as well?We'd like the same welcome notification to go out to AD-imported user.

We are newly using 2025R2 AP incoming document recognition.  Am curious from other users if/when it learns the repeat invoice(s)?  We are finding it is not learning at all.  Each time you are having to map the missing fields.  We are likely going to abandon soon.

Looking for options on how to handle this scenario. I need a way to send an attachment that is sitting on a purchase order when PO moves to open status. Any ideas on how to accomplish this?

Hi community,Does anyone know what access rights allow for a role to log into the site under Maintenance Mode? I know it says only system administrators can log in. If I copy and paste the System Administrator role in Acumatica to a new role, can that new role log in under Maintenance Mode? If not, is it possible to be changed? I am looking for a role that has almost everything the System Admin has; however, I want the role to be able to login under Maintenance Mode.Thanks,RJ

Does anybody have an import scenario for the product configurator?

Hi all,I put together a small customization to make the **Sales Person** fieldrequired on the Sales Order Lines grid (SO301000), since our process needs asales person on every line for commission tracking. I figured I'd share ithere in case it's useful to someone else, and also because I'm still fairlynew to Acumatica customization and would love a sanity check from people withmore experience.The approach: since `SalesPersonID` already exists on `SOLine`, I used a`CacheAttached` handler with `PXMergeAttributes(Method = MergeMethod.Merge)`to add `Required = true` without redeclaring the field's other attributes,plus a `RowPersisting` handler to actually block the save (since `Required`alone only affects the UI).Full code + explanation here: https://github.com/i-wild/acumatica-sales-person-required```csharp[PXMergeAttributes(Method = MergeMethod.Merge)][PXUIField(DisplayName = "Sales Person", Required = true)]protected virtual void SOLine_SalesPersonID_CacheAttached(PXCache cache){}prote

I'm trying to make the Subaccount (SubID) field editable on the Journal Transactions screen (GL301000), regardless of the Batch Module (GL, AR, AP, etc.) or the Batch Status (Balanced, Released, etc.).My goal is to have the Subaccount field always enabled so that users can modify it.I first tried the following graph extension:using PX.Data;using PX.Objects.GL;namespace EnableSubaccount{ public class JournalEntry_Extension : PXGraphExtension<JournalEntry> { protected virtual void _(Events.RowSelected<GLTran> e, PXRowSelected del) { del?.Invoke(e.Cache, e.Args); if (e.Row == null) return; // Make the detail cache editable Base.GLTranModuleBatNbr.AllowUpdate = true; Base.GLTranModuleBatNbr.Cache.AllowUpdate = true; // Enable only the Subaccount field PXUIFieldAttribute.SetEnabled<GLTran.subID>( e.Cache, e.Row, true);

I’m going live on Acumatica 8/3 (leaving DDI after 20+ years). We're an inventory-based B2B wholesale distribution business with our own fleet of delivery trucks. Since it’s cloud-based, I’ve been eager to see how much functionality we can get out of the mobile app…….my preliminary evaluation of the app is that it seems to have limited transactional functionality, but I’m eager to hear from folks in the community (especially users with their own fleet of delivery vehicles) how they leverage the app. Can the native app be used by delivery drivers for proof of delivery purposes? Is there signature-capture functionality in the app? Thanks.mikeSanico

We're testing Workgroup-based approval routing (Company Tree, EP204061) as the Approver on an Approval Map (EP205015) so any member of a group can approve when the primary approver is unavailable. This works as expected in 2025 R1. We're migrating to 2026 R1 in ~3 months and want to confirm: has the Workgroup-as-Approver mechanic, or general Company Tree behavior, changed at all in 2026 R1? We're aware 2026 R1 adds new approval workflow support for Inventory Adjustments specifically - just want to confirm nothing changed for existing AP/PO/Expense approval maps already using Workgroups.Is there any recommended best-practice approach than this work group or org-chart approach?

This appears to be a bug unless someone can help explain what is happening (and possibly how to avoid) I am attempting to add a 2nd UOM for a group of items purchased from our default vendor. Typically we might buy an item in a 100 unit case but the default vendor offers the same item in a 200 unit case as well.  When I add the new UOM on the Vendors tab of the Stock Item and click save, the new UOM will be listed with the original one and only the old UOM will have the Default (for Vendor IsDefault) checkbox checked. However, if you refresh the page you will discover that neither row has the default checkbox selected!The item no longer has a default vendor?! How? and why?  If you try to add the new UOM from Vendor Inventory (PO201000), you get an error “An attempt was made to add a duplicate entry.” even though that page is capable of displaying and editing multiple entries Is there an easier way to load this data without removing default vendors from our items? 

I dont believe this is possible but going to ask. Can you allocate an items quantity on a sales order to a location (like how the Shipment does it when it is created). I know you can allocate it to a warehouse. The Location field exists on the Line Details tab of the Sales Order but it is not editable.

When I try to open my page in 26R1, I now get the following new error in the screen:An Error Occurred While Processing Your RequestThe Void CorrectShipment(PX.Objects.SO.SOOrderEntry, PX.Objects.SO.SOShipment, CorrectShipmentDelegate) method in the DeliveryTracking.SOShipmentEntryDeliveryTrackingExt graph extension is marked as [PXOverride], but its signature is not compatible with the original method. What changed between 24R2 and 26R1?  I looked in the Developer Release Notes but nothing was mention for CorrectShipment or SOShipmentEntry.Here’s my code:        [PXOverride]        public void CorrectShipment(SOOrderEntry docgraph, SOShipment shiporder, CorrectShipmentDelegate baseMethod)        {            DeliveryTrackingSOOrder ext = docgraph.GetExtension<DeliveryTrackingSOOrder>();            try            {                ext.skipDeliveryTrackingSubmitOnSave = true;                baseMethod(docgraph, shiporder);            }            finally            {               

When multiple approvers are assigned to one step and any of the approvers can fully approve that step, then one of the approvers approves that step, the other approvers are typically unaware this has happened. If they also try to approve the same step, they receive a fairly cryptic message about being “not authorized”. It would be much better if the message returned told them the workflow step had already been approved. As is, it leads them to believe there is a permissions issue or some type of error happening.Has anyone found a good workaround for this? Obviously over time we can train the approvers to recognize the cryptic message and understand why they are getting it, but it would be better if the message was more clear/informative.Any other thoughts on this?Thanks,Mike

We are getting an error when using the Substituted List function on the stock item screen in an import scenario.From what we read, this is supposed to be supported. We created a substitution list with the stock item (original value) and vendor part number (substitution value).The field in the excel file ([Vendor Inventory ID]) contains the original value. We were expecting the inventory ID to be replaced with the substitution value (stock item), but we are getting an error that suggests it is trying to insert a new value. Anybody have thoughts or suggestions?   

Hi Everyone,We're encountering a customer sync issue with the BigCommerce Commerce Connector.We use a single Generic Guest Customer Account in BC201000 to store guest customers. When a guest customer later registers as a standalone customer in BigCommerce, Acumatica attempts to create a new customer record but the sync fails with the following error:“ The Customer record with the same field or fields (user@email.com) in the ERP system has already been synchronized with another Customer record with external ID user@email.com.” We searched the BCSyncStatus table (using both a GI and the All Records tab) but found no mapping for the reported external ID. We also tried making the original guest location inactive and changing its email address, but the error persists. Any suggestions would be greatly appreciated.

Hi Team,I am looking for the 26 R1 customization project, but I couldn't find it in the thread below either.Could someone please share the project or let me know where I can access it?   

Hi, While releasing “Materials” transaction for Non-stock items , no inventory transactions (issue transactions) get recorded however for “Purchase Receipt” there is inventory transaction (receipt) get created. Is it expected behavior or I am missing something ? I have observed that scenario in 25R1. Please help me