Discussion Forums

Hi all,We're piloting outside processing (subcontracting) in Acumatica for manufacturing and ran into a gap while testing: Vendor Shipments don't seem to be supported in the mobile Pick, Pack & Ship / WMS scanning flow the way Sales Order shipments and PO receipts are.This matters a lot for us because many of our items look very similar to each other, and scanning the barcode to confirm we're shipping the correct item is a critical control for us — doing it manually on the desktop screen increases the risk of picking/shipping the wrong item.Questions for the community:1. Has anyone built a customization to expose the Vendor Shipment screen to the mobile app framework (similar to how Shipments/SO302000 can be exposed for scanning), so it can be scanned like a regular shipment?2. Is there a known ISV product that supports scanning/confirming Vendor Shipments for outside processing in Acumatica specifically?3. Is this on Acumatica's product roadmap for the WMS module?Any pointers, wor

Hello,          I am trying to write a GI to get the customer’s sold since information like the below screen.          You can find my share in the below post:     My solution almost works fine, but I find it difficult to get the “last sale qty” and “last sale price” by item using GI.     The last sales date can be got because the default aggregation is MAX, the max date is exactly the last date.      However, the max(orderqty) is not the last order qty, and also the max(unit price) is not the last unit price.     so currently, I am using the AVG unit price and Sum Order qty as a workaround, and it can be accepted by user.     But still, I am eager to learn how can I get the data using a single GI?   Thank you. 

Hi,Does anyone have experience with Email Templates using ((Case.Description)) or ((Tasks.Body)) in the layout but the notification when sent is almost certainly treating ((Case.Description)) or ((Tasks.Body)) as plain text and lumping every thing that should be on separate lines together? Email Template using ((Case.Description))Case Description on a Case CR306000 which is prepopulated from the Workflow inside the customization project All Emails GI record shows the ((Case.Description)) is plain text / squashed together This started happening with 26R1 but it doesn’t happen on every Case/Task Email Template where ((Case.Description)) or ((Tasks.Body)) is being used.I tried to replicate it many times but can’t.

For anyone new to the thread: MCP4Acumatica is an open-source (Apache-2.0) remote MCP server that connects Claude — and other MCP clients — to an Acumatica instance through the contract-based REST API and OData. It runs on Cloudflare Workers, each user logs in with their own Acumatica credentials (so their Acumatica role governs what the AI can access), sensitive fields are redacted, and every call is logged. It ships ~38 read-only entity lookups plus Generic Inquiry, schema-discovery, and utility tools. Repo: https://github.com/hallboys/MCP4AcumaticaHere's what's new since my last update (Previous thread).  Current Version 0.38.3Generic Inquiry governance (the headline)Exposing GIs to an AI assistant needs guardrails, so there's now an opt-in exposure gate (Note: This feature Needs a Customization and Couple of GIs):You choose which GIs the AI can see. Tag a GI with a new Exposed to MCP checkbox; only tagged GIs are discoverable/queryable. Until you configure it, the assistant can't b

Currently, the Acumatica FedEx Easy Post integration does not support the following FedEx label formats:4X6.75_LEADING_DOC_TAB 4X6.75_TRAILING_DOC_TABRequirement:Add support for the following label stock types in the FedEx Easy Post plugin: 4X6.75_LEADING_DOC_TAB 4X6.75_TRAILING_DOC_TAB  please guide me on how you configured it? Any details or suggestions would be greatly appreciate...

I was looking through the Acumatica new feature with 26R1 for Excel-Based Financial Reporting with InsightXL. Just wanted to see the experience with this? 

I'm looking for feedback on a file synchronization issue we're experiencing.ScenarioWe have an Import Scenario configured to pull a file from an SFTP location using the File Maintenance screen's Synchronization tab (Synchronization Type: SFTP). The provider overwrites the same file in place each time new data is available — the filename does not change, only the content and (presumably) the modified date on the SFTP server.IssueEven after the file is overwritten on SFTP with new/updated records, Acumatica continues to import the old data. QuestionsDoes Acumatica rely on the file's modified timestamp or other metadata to determine whether a synchronized file has changed? Has anyone successfully used a single fixed file name that is continuously overwritten?

We are using the native shopify connecter with bidirectional sync for sales orders - and i found that if i cancel orders is shopify, it cancels the order in acumatica properly.but if i cancel the order in Acumatica, the moves to “Cancelled” in shopify - but the payment does not get “Voided”, it just remains authorized and i have no way to manually cancel it in shopify. i reached out to shopify plus support and they said it needs to be done by the API.Anyone have any insight into this?  

We have a large field service division that runs daily break/fix service calls. Each technician has their own service van full of inventory that they use for these calls. In Acumatica we have created a separate warehouse per truck in order to track the inventory levels and perform daily replenishment. How can we set a default warehouse (truck) per employee so when they add inventory items to their FS appointments it comes off of their truck only? It needs to be automatic; we run hundreds of calls per week and cannot expect our technicians to add their warehouse and warehouse location each time they enter a part/item. (We are running 26R1 for reference)

I have DeviceHub configured successfully with printers, but when I add a usb scale it exceeds the API request limit all on its own after a minute or two. Seems like devicehub is updating the SMScale table with the scale weight, but then forgetting to log itself out after??Does anyone have any ideas? TY!!  

Has anyone figured out how to restrict a column datasource for a specific segment of the subaccount?  We have a client with a 4 segment subaccount and they want to break out columns of the financial statement based on specific values of the 4th segment.  I have tried various different possible wildcard characters in the subaccount string for the first 3 segments but it keeps returning nothing when run like that.

Hi Acumatica Community, I am in a situation where in our production environment when a user upon Loading the Documents and just before clicking “Save” the system is working perfectly.The moment “Save” is clicked the system becomes unresponsive for all the other users who were trying to do anything. The “Save” action alone is taking almost minutes sometime even multiple minutes and no other user is able to do anything and the system just becomes unresponsive.I did check if it could be related to some customizations and even tried unpublishing the customization that touched this screen; the problem still exists.Steps that I have taken to find the root cause of this:Tried to do record a Profiler for this action from the moment this screen loads. Upon inspecting the profiler for multiple scenarios the thing that was consuming the most of time was an Update SQL specially an update query that was taking multiple seconds. the longest time consuming SQL update statementupon sorting on the long

I have a GI that compares settlement batches to AR payments and then puts those payments on bank accounts, but I’m finding that even though settlement batch processing center transaction numbers match AR payment external reference numbers it’s leaving certain information blank. I’m sure it’s something simple I’m missing!

I received a payment from a Vendor that is a refund for a previous invoice paid.  How do I process this transaction to show that this vendor paid me back?  The refund exceeds any of my invoices and all invoices have already been paid.  So there is no open invoice to apply a credit to.  Need some help.

We have a custom action that prints one label report per container when a user selects several containers at once (e.g., the "Print Container Labels" batch feature). To send all labels in a single request we build a PXReportRequiredException for the first container and chain the rest with AddSibling(...), then throw the exception.This works as expected in the Classic UI (all containers are rendered), but in the Modern UI only the first report is shown — the siblings added with AddSibling are ignored. It looks like AddSibling may be deprecated or handled differently by the Modern UI report viewer.Questions:Is AddSibling deprecated / unsupported in the Modern UI? What is the recommended way in the Modern UI to print multiple report instances (one per record) from a single action so that all of them are produced?Environment: Acumatica 2025 R2, Modern UI.Code we currently use:public void PrintContainerLabel(List<FRContainerHeader> containerList, bool isMassProcess = false){ int? c

Am I just too old fashioned, or does anyone else lock down the ability for end users to create Shared filters on GIs (and elsewhere in the system)?  It seems like every time I have a consultant working directly with an end user the question always comes back “Why can’t this person check the “Shared” checkbox?”  I have over 200 users on the system; if everyone had the ability to share their filters the list of filter tabs on most GIs would scroll off the side of the screen.We lock it down, so when we do have a user with a good filter to share, we (IT) wind up recreating it.  It’s not a horrible task, but now we’re starting to do more pivots and recreating those is painful.  

Hello, group,Long time listener, first time caller… We’re just getting started using the Rough Cut Planning and Production Schedule Board Modules and we’re wondering if there is a way to easily export the Production Schedule Boards. It’s old-school, but while we’re learning the tool, I would like each plant to print the Production Schedule Boards out for their Production Teams to review until we are fully comfortable with the tool and can display on a large monitor. We’re on release 2025 R1.  Thanks...

We would like to sync PDF files into Shopify and display them on the storefront. The files have been successfully synced, but the issue is that we cannot open the files in Shopify. Could you assist us in resolving this?Or any alternatives on how we can flow this into Shopify? 

Hi,I have a requirement to build a Generic Inquiry (GI) that compares Purchase Order values against budgeted amounts for each GL account.I attempted to use the tables below, but I’m not able to retrieve the correct figures or reconcile the data as expected.  

When Acumatica released changes in builds only, we would always get the release notes for each build. Is there somewhere I can look to see the release notes for the patches? We are on 25R2.

Checking feasible to print Appointment information from the Invoice screen when an invoice is printed or emailed. Is it possible to print or email appointment information invoice screen?

When I create an invoice from multiple departments in the Receivables Module.  I want (“Prefer”) that the GL Codes assigned to my Non-Stock Inventory item to take precedents and to populate the line item detail.  Instead it takes the Customer default setting instead.    Currently I only have one customer that will recognize the GL Codes from the Inventory Line.  I have already set AR Preferences to “IIIIIIII” to update the “masking rule”.  But most of my customers accounts do not recognize this.  Is there some hidden masking rule in the Customer Profile that refuses to recognize the GL Code for the billing item?   What am I missing here? 

Is there a way to change an item from stock to non stock?Thanks!

Hello, I created a custom label where an employee can put in the production ticket number and print a label. Upon testing, I realized that the information will not populate unless the WO is in a “Completed” status. I would like for this to populate in the “Released” status as well. Does anyone know how to achieve this? Released Status: Completed Status:  

Hello all,I have a scenario, where I would like to manufacture my FG either from Site A or Site B. So based on my Machine availability and MRP planning, I would like to have the option/suggestion from Acumatica as to from where shall I move to Produce my FG, whether it is from Site A or Site B.Is this possible in Acumatica? If so, how? Would be grateful for your guidances and inputs.