Discussion Forums

Hello,We've added a new screen that displays the UserReportEx DAC in a table and created an action to move reports (with a specific checkbox selected) to another tenant on the same instance. For example, reports SO641010 and SO642000 are currently in Tenant A, and we want to move them to Tenant B.We discovered that the Report Designer uses the ServiceGate API, accessible under /api/servicegate.asmx for any instance, but we’re struggling to make it work.Here’s the code we currently have https://pastebin.com/sfd6AYdp, but it always returns the following error:Report Response: System.InvalidOperationException: Not authenticated. at PX.Api.WebServiceBase.VerifyLogin() in C:\build\code_repo\NetTools\PX.Data\Api\Legacy\AbstractServiceGate.cs:line 572 at PX.Api.WebServiceBase.ReportSave(String name, String xml) in C:\build\code_repo\NetTools\PX.Data\Api\Legacy\Ab

Haii, I want to have a Fund Transactions but when I try to Release the transaction there is an error: account and subaccount can not be empty. I also have check the Currencies and for the Account and Subaccount already fill it. Please to take a look and help me to solve about this?Might be there is an error or a missing data that I set up. Thank you.I put screenshoot bellow:   

Hi Community Team,I would like to report a gap observed during screen conversion from Classic UI to Modern UI.When custom fields are created using a DAC Extension, those fields are correctly visible and functional in the Classic UI screen. However, after converting or working with the same screen in Modern UI, the extended DAC fields are not automatically included in the Modern UI layout.Observed Behaviour: DAC extension fields exist in the database. They are properly configured and visible in Classic UI. After switching to or converting the screen to Modern UI, the extended fields are not visible. No automatic synchronization happens between Classic UI layout and Modern UI layout. This creates confusion during conversion because developers expect the existing extended fields to be carried forward automatically.

We have built AI Document Intelligence solution for Acumatica ERP. To partner this with Acumatica from where we can collaborate on this? Do we have any marketplace listing for partner or how to become a partner? ThanksRegards,Ritesh

Hi All,This is the billing rule formula I am using to pull in my project billing which is T&M. It’s excluding a project task which is fine. However, when I do a change order to the revenue budget in the project, after running project billing the line item that has a change order is pulling in a 0 dollar value to the invoice. How can I modify my billing rule to pull the correct unit price for the change order? Any guidance would be appreciatedT&M Billing Rule Formula:   =IIf([PMTask.TaskCD]='MAT', 0, [PMTran.Qty] * [PMTran.UnitRate]) Thanks,Frances  

If an item is setup as base Unit Cases and Purchase Unit Pallet, the PO cost information does not convert properly if changed from one to the other.  Changing the unit cost first, then changing the UOM or Qty causes the ext cost to be incorrect 

It looks like when putting up revenue budget in Project, the Unit Rate doesn’t populate price that is effective on the start date of the project.Wiki below suggests that the rate should use the effective rate but it doesn’t appear so. Example:Price is setup on an inventory ID for a customer price class: Item 111 for customer price class AAA: $105 expired at 14-Dec-2025.Item 111 for customer price class AAA: $110 effective from 15-Dec-2025.All other info such as UOM, currency, etc are equal.But when setting up revenue budget of a project that starts from 16-Dec-2025 for customer that belongs to the above price class, the populated Unit Rate is $105.Anyone has same issue? and if so, how do we solve this?

After an upgrade to 25R1, ShopifyxAcumatica connector is now failing to sync payments with this error that seems to be a permission access for the Shopify app.  

I am trying to accomplish the following:Store and Sell item in EAchesOrder in CARrtonsRound up to full CARton on POExample:Carton of 2Customer needs 3 EAI need the PO to be 2 CARtonsCustomer will then get 3 and 1 will end up in stock.I can get it to order 1 case if the customer only needs 1 EA. But if the customer needs 3, it will put 1.5 on the PO. I can't order half a case.How do I get the PO to round to full Cases?I tried Lot size of 1 (and of 2) neither works. 

Hi all,I’ve been trying to find a way to add the On Hand qty of an inventory item on the Job Item Requistion screen and it’s not pulling the qty. I also thought of doing a side panel of on hand qty. What is the best way to handle it? I know that it is a virtual calculation in the background.   

Hi Acumatica Team,Related to Acumatica Artificial Intelligence how can I habilitate the AI Acumatica Assistant button or features AI in 2025v1, I see in the demo videos that appear this botton, but in my Acumatica I cant see this feature:Thanks,

Does any one know if it is possible to add a transaction date to the nacha file generated from Acumatica, which would be the day of creation, and use this date as the posting date for payment entry date in Acumatica?  Required to create nacha files with next business day selected to process by requirement of the bank. This creates a bit of confusion with reconciling because of the mismatched days.

I am curious if anyone else is using claude code to help with integrations with Acumatica. Specifically Skills and Agents that assist in building with the REST API. 

I’m trying to incorporate the amount paid into a progress report for the projects in the construction module. I have still not been able to figure out how to build the relationships correctly between the tables and have it happen.These are the current tables in the report:And these are the relationships that work so far:. This is what my report looks like, but the “Balance” Collumn is what I’m looking at. I want to show either the amount already paid, or the balance still owed off of current invoiced amount.Any suggestions?

Hello,I have a scenario where when the user navigates to Customers » Print statement and click on ‘send’ the email activity pop up is generated with the default email template configured in the Report designer Template ID.  However when the user clicks on select template » replacing email body the fields mentioned with ((XXX.XXX)) such as ((CustomerDefaultBillingContact.EMail)) in the email template is not getting populated.  This is the header of the email template the user selects when changing the default template to the custom one 

Looking for some clarification & guidance. We are testing the Inventory Planning in Acumatica and one of the things I have noticed is the Min Order Qty on the Inventory Planning Tab of a Stock Item does not seem to utilized during the Planning Regeneration.In the example below, Stock Item 68000 has Safety Stock = 5, Min Order Qty = 10. I currently have Qty On Hand = 0.I would think that when Regeneration occurs, it would look at demand (currently 0), then check Safety Stock, determine in this case we need to place an order to fulfill the safety stock demand, and then use Min Order Qty if value exists. However, it doesn’t seem to use it at all. Only workaround I have found, is to set Min Order Qty on the Vendor Tab for the default Vendor and that does seem to work. If it is intended to be Vendor Dependent, then it seems odd this setting is there.

Hey, team - looking for some advice on Write-Off best practices used in conjunction with automation schedules.  I’ve got a client who has 3 specific customers whom they will consistently write off small amounts for.  There are instances when they have many invoices applied to a payment and we’ve instructed them to simply manually enter the Balance amount in the Write-Off Amount field.This isn’t a big deal, but I’m interested in automating it since it’s a literally just them copying one field (Balance) into another (Write-Off Amount.)  However, there may be invoices where the Invoice Amount is less than the Write-Off.  We would NOT want these to be automatically written off.  

Hi,I’m working on an ARM P&L Monthly report. My Column Set currently uses fixed Data Source periods (01, 02, 03 … 12).I want to add StartPeriod and EndPeriod parameters and make the column values (not just headers) adjust dynamically based on the selected period range.Example:If StartPeriod = 2025-03 and EndPeriod = 2025-06, the report should only calculate/show Mar–Jun.What is the correct way to achieve this in ARM?Should I modify the Data Source, use Visible Formula, or handle it in the Report Definition?Thanks in advance!

Hi Everyone, I’d like to pass a list of values instead of calling out the items 1 by 1. There are many options in the conditions drop down. But the documentation does not specify how they should be used, or provide limitations.  

Hello, (Edit: Production Scrapping in 25R2)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

First of all, I would like to thank you in advance for your support. I am currently experiencing an issue where I am unable to use the Reopen and Unlock Period functions.Could you please kindly advise on how to resolve this?

Summit 2026 Breakout Session Presentations - Consolidated  

Recently we have discovered a couple of automation schedules that use the new Email Notifications functionality on the report screen have stopped sending the emails in the last week.  they were working previously.  The automation schedule history shows that the schedule fired and was successful.  The attached report in question does not have any parameters, and runs without errors when run separately.  The email addresses are hard coded into the Email Template.  There is no record of the email on the All Emails screen.Has anyone else seen this issue?Thanks,

Hello Everyone,We have one of our client working with 24R2 (24.212.0010) Shopify Connector and observed a discrepancy during Refund sync due to that the behavior is not consistent across RC orders created manually and synced through connector and this is specific for a serialized product associated with Lot/Serial number. Can you please review the scenario and help us with root cause identification and possible fix.Acumatica RC Order Reflection for a Serialized Product:• Created receipt with serial nbr 101. • Created order and selected serial. • Created & confirmed Shipment and released Invoice.• Created RC, selected this Invoice, Line Details pop-up updated with that serial. • Create Receipt, Confirm Shipment, and Released Invoice.Acumatica Connector RC Order Reflection for a Serialized Product is Not same as of Manual RC creation:• Created receipt with serial nbr 102.  • Cre

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 associ