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As i was releasing tax report this error popped up. see attached

We create our Production Orders from our Sales Orders.  By default, the system will create the order for the full sales order quantity.Without having to create the Production Order via MRP, Is there a way to: Create the PRO for the shortfall amount automatically in Sales Order, Or be able to adjust the quantity before hitting CREATE.In example below, we have 5 in inventory, so we only need to make 11. 

Hello all,In the previous versions of Acumatica we had the functionality, for instance that if we have an item lets say AAComputer and if a user tries to add a new item in the Inventory ID field, as soon as the characters are entered Acumatica displays the relevant results. So if the user enters AACOMP, Acumatica displays the result for the existing item in the search result.Here the user isnt making use of inventory lookup, but just typing in the characters and it displays the items that already has the keyword.However in the current versions, its not working at all even after enabling the full text search. Is there anyone else facing the same issue? Regards.

Hi, I was wondering if there is any report or GI (custom) that can display for all transactions:The net amount of the payment (excluding GST) The GST amount in the payment The details of the payment (ie supplier/client name, transaction description etc) What GL account the transaction was coded to Some way to be able to drill into the transaction if needed, whether that be a link in the report or at the very least a transaction number or similar that I can then go and look up in the relevant area to get more detailThe idea here is to be able to review whether GST has been claimed correctly.  For example, I can look at all transactions in the “Donations” expense account and confirm straight away that no GST has been claimed on any of those, and then I can look at all transactions in the “Software Charges” expense account and confirm straight away that they all have GST claimed on them.  Example of what the report should display (see the yellow highlighted section). You can see straight

Hi there everyone,We recently upgraded to 26R1. When using the Inventory summary screen, we noticed that double clicking one of the lines does not always apply the correct filters when sending us to the Inventory Allocation Details screen. Typically when doubly clicking a line in Inventory Summary it will send us to Inventory Allocation Details with the filter for the Warehouse and Location already matching that of the line we clicked on.  Now however, majority of the time it will instead only send the filter results for whatever row was at the top of the Inventory Summary results.  Once in a blue moon it will apply the right filter settings, but typically it does not. Has anybody else experienced this?

We're working on an Inventory Aging Report as a standard feature in Acumatica, and we want to make sure we build it the right way.We already published a survey in the related idea:A big thank you to everyone who has already responded! In case you missed it, here's the Survey link.Your input is invaluable — we'd really appreciate hearing from you!

After integrating Avalara and enrolling in the SST program, we had to map tax category codes and inventory ID’s to tasks used in billing. We started with tax category codes and only Avalara. The duplicated line items did not begin until we enrolled in the SST program and began using inventory ID’s (as instructed by Avalara).Has anyone experienced this issue and found a resolution? The duplicate line items appear whether it’s an older project (prior to Avalara integration) or a new project (after integration). Also, we use milestone billing for projects.

We have some items that require a core return.  We ship out the new item and include a return label for the return of the core.  We generate the return label in Shipstation, tied to the order/shipment of the new item going out.Shipstation sends back the UPS tracker for the outbound box, but I’m not seeing anything that also has the tracker for the return label.  I’m guessing it doesn’t come back into Acumatica, but I thought I’d see if anyone else may know.

Hi AllI’m seeking advice from the community on which is the better way to delete tenants from Acumatica.My setup is PCS running 25R1. Is it better to use  Acumatica Configuration an choose Perform Database Maintenance and delete the tenants there or to delete the tenants from within the application itself?Also, will there have to be any reindexing of the database after deleting tenants?Thanks in advance.Amit

Since the ConfirmShipment() method now has a new signature with ConfirmShipmentArgs replacing all the old parameters, how do I get the Action<SOOrderEntry, SOShipment> baseConfirmShipment?  I need to call the base action but I don’t know how to get the PXAdapter or delegate needed to call it. Here’s what I have so far (the last code line ConfirmShipmentAction() is giving me errors)...    public class PaymentValidationSOShipmentConfirmExt : PXGraphExtension<ConfirmShipmentExtension, SOShipmentEntry>    {        private void ValidateTotalEachSO(SOShipLine soShipLine, bool createShipment)        {...        ...}        #region ConfirmShipmentAction        public delegate IEnumerable ConfirmShipmentActionDelegate(PXAdapter adapter);        [PXOverride]        public IEnumerable ConfirmShipmentAction(PXAdapter adapter, ConfirmShipmentActionDelegate baseMethod)        {            // Custom Logic before              var result = baseMethod(adapter);            // Custom Logic aft

How do I handle this issue using Receive and Put away 25R2 Purchase Pref Default Rec Qty = Open QTY enter PO on Rec & Put Away Receipt is created  Note - PO is more than 15 lines so lines do not populate scan first item with qty 3 open for serialized item prompted for lot serial enter serial number  error below when I hit OK 4 lines display not 3 and end up with 4 received error : The Receive mode is in use.The scanned quantity exceeds the quantity in the BP108849 PO receipt for the 3M.33633 item.Confirm receiving 3M.33633 x 1 EA. The following quantity of the item will be added to a receipt line that is not linked to a purchase order: 1 EA. To confirm, click OK.

Is anyone currently using ProNest with Data Sync integrated into Acumatica? If so, I'd be interested in hearing about your experience:How well does the integration work? What data are you exchanging between the systems? Did you use a standard connector, an Acumatica partner, or build the integration yourselves? How difficult was the implementation? Are there any limitations or issues you wish you had known about before starting?We're trying to understand what a typical implementation looks like and what level of effort to expect before moving forward.Thanks in advance for any insights.

Hi all.Currently, the system uses the “Available” quantity to validate stock when creating a Sales Order. As a result, a warning message is triggered when there is insufficient “Available” stock (please refer to the attached screenshot). However, the internal process is based on the “Available to Ship” quantity rather than “Available”.Could you please confirm if it is possible to modify the warning logic to reference “Available to Ship” instead of “Available”? This would ensure the system behavior aligns with our operational workflow.I have tried it adjust this with “Availability Calculation Rules” but was unsuccessful.Appreciate your guidance on this.Thanks in advance!

Hello all,I have created 3 SOs for the same customers on different dates. I then created a single Shipment for those 3 SOs but upon creating an invoice, from the Shipments screen, it create 3 individual invoices. i did check under the order Types, Bill Separately checkbox is inactive.Not only this when the other day I created another set of SO for another customer, 3 SOs → 1 Shipment, it generate 2 invoices from the single shipment for 3 SOs. What could be the other reason for so?Any thoughts?

Not sure if I am allow to ask this here, but does anybody have an original/slightly modified customer statement report that they would be willing to share?We had a firm do some work for us because we wanted an accompanying copy of all invoices included in the statement report, but now we have lost the ability to show a summary. The automation process for generating and emailing these statements yields a mess of a “statement” and then the invoices. Rather than pay money to have them fix it, I think I would rather have something at least similar to Acumatica’s out of the box report and try to embed the invoices myself. Any other advice would be appreciated!

I was hoping to add the ability to filter by SOLine.InventoryID_description in the Sales Order Details by Customer report, but for the life of me i can’t get this field as an option. Following what online tips i could find I added this field to the Viewer Fields in the schema browser. Then I also placed it in the groupDetails section on the report itself at another recommendation. Every other writeup i can find is either putting it in as a parameter or a sorting option, neither of which is what im looking for.End result, our staff wants to be able to sort this report by keywords in the item description. Sales Order Details by Inventory Item doesnt work for us in this case because its layout is item-first instead of customer-first.I have my fingers crossed this is something simple im just not seeing as i don’t spend alot of time in report designer.

I have a contact that I have marked inactive.  Yet when try to send an email and I start typing, the autocomplete still shows that inactive contact.  Also if I click on the lookup on the “To” line of the email activity the inactive contact appears there as well.I know you can turn off autocomplete under the user profile, but I do want autocomplete on.   Is there a way to remove past autocomplete entries so it “Forgets” the contact which is now inactive who I may have emailed before? Is there a way to change the Lookup so that Inactive Contacts are not listed?Seems like code(logic) should filter out inactive contacts. 

Good morning,    Does anyone know how to add multiple signatures to a Cash Account?  

One of my clients recently ran into an issue with Shipstation and Acumatica. Shipments stopped syncing into Shipstation and he got this error message on Shipstations dashboard. Failed to import View Details The error message was helpful (great job Shipstation dev team). ⚠️ Do not click 'Reconfigure Store Connection' — it will produce this false positive and won't help. Fix the underlying shipment issue first, then the connection will work normally again. I looked at the Shipstation Logs within Acumatica (ScreenId=SS401000) Here again, great job on helpful error messages by the dev team! But I was stumped, because the shipment in Acumatica was not missing any descriptions (Item Descriptions in Acumatica map to Item Names in Shipstation) Finally, as indicated by the error messages, I found the Non-Stock Item has a NULL description. The order entry team simply fills in the description per order because this is a miscellaneous charge. The easy fix here is to put a description into the item

We are on 2025 R2 and use the EasyPost integration for shipping. Since mid-May, FedEx Express labels are generated but are corrupt and will not print on our Zebra label printer. All UPS labels print correctly as well as FedEx ground labels. FedEx Express labels created prior to mid-May can still be printed correctly.What label format works best for FedEx Express? We have used EPL for both FedEx and UPS successfully up until mid-May. As a short-term work around, we changed the FedEx label format to pdf and it generates correctly however the dimensions are incorrect therefore we can’t print it on the Zebra printer. (Printing on a laser printer, folding and taping to the boxes is time consuming but packages are going out.) It appears that there is a parameter missing in the x-EPL2 file returned to Acumatica for FedEx Express labels. The line starting with b21 ends with characters including a “?” which from my limited knowledge of the EPL language indicates a missing parameter. All new Fed

Hello,We’ve been live in Acumatica for just over a month now and are running into some questions surrounding the MTO process. In short, inventory has been tied to a sales order as we expect in the MTO process. However, in some cases we’d like to remove the inventory allocation.If we go to the sales order and uncheck the Mark for Production box, that doesn’t seem to be removing the inventory allocated to the sales order. I understand the inventory was probably reserved during the sales order create process.Is there another process we aren’t aware of to remove the inventory allocation link to an existing sales order?

Meet Mark De Castro our Acumatica Community Featured Member for June 2026. It’s great to have you as part of the Acumatica Community ​@MarkD!Hi everyone! I'm based in the Philippines and have been working in the corporate world for nearly 8 years. My career started in customer service, where I spent 2 years developing strong communication and problem-solving skills before transitioning into ERP consulting.For the past 6 years, I've been helping businesses improve their processes through ERP solutions. I began as an SAP Business One Consultant in the Philippines and later moved into the Acumatica ecosystem, where I've been involved in both support and implementation projects for Australian clients.What I enjoy most about my work is solving business challenges, learning from different industries, and building relationships with clients and fellow professionals. Being part of the Acumatica Community has also given me opportunities to connect with talented people who share the same passion

Is there any way to have a discount calculate from a group level but apply the discount as a line discount instead of a document discount?The example is: we give a qty discount on a specific brand (which is an item class), 2+ = 10% discount / 4+ = 20% discount.I can make it give the proper discount using a  document discount, however, the problem this is more difficult for reports where we track profitability per item sku and also returns etc. As the line amount per unit doesn’t reflect the discount. I don’t think there is a way to do what I want but thought I would check. 

Hello all,I would like to know if we can prevent de-duplication or inserting/saving of incorrect keywords. For instance there might be an item ID = LAPTOP, and any other employee would go ahead and create a same item but with incorrect keyword = LEPTOP. How can we prevent such scenarios in Acumatica?

Hi all. I have multiselector attribute. I need show attribute value in my other view like this show in Attribute tab. For example: When valueID and description is fill  i need show description, when description is null i need show valueID