Discussion Forums

Hi everyone,I am troubleshooting an issue in Acumatica where certain Contact records time out when opening the Contact entry screen.The Contacts list screen had a separate Generic Inquiry issue, which I was able to correct. The GI had an invalid condition:Contact.UsrCustomerLocationID <> MAINUsrCustomerLocationID is an integer/custom LocationID field, while MAIN is the LocationCD/substitute key. I corrected the GI by joining the Location table to Contact using:Contact.UsrCustomerLocationID = Location.LocationIDContact.BAccountID = Location.BAccountIDThen I changed the condition to:Location.LocationCD <> MAINAfter that, the Contacts list screen started loading correctly.However, I am still getting timeout errors when opening certain Contact records directly on the Contact entry screen. The screen opens blank and then throws an execution timeout. The trace points to Acumatica duplicate validation / duplicate entity loading:Microsoft.Data.SqlClient.SqlException: Execution Time

Hallowe are currently working on the integration of 25R1. On the payment Receipt Form AR643000 in AR Modul the look up window Reference Nbr. does not show the list of the released payments which could be printed. is this intentional or is it a bug?

When a customer has an overpayment on account can that overpayment be turned into a credit memo?  I need an action to  show the customer the credit on account and remove the payment sitting open.

Our inventory items are valuated via FIFO. I have some items that ended up getting a $0 unit cost, but those items are layer #2 in our cost layers and I’m unsure about what I need to do in order to change that unit cost. For items where the $0 was the first layer I could just issue out the item and do a receipt with the new unit cost. Yes, I am aware that it would move that cost layer down to the bottom of the list which is okay in this scenario.If I need to change the second layer do I need to do 2 lines in my issue, remove enough inventory to relieve the first layer and then do a second line that issues out the 2nd layer, and on the receipt receive enough that mimics the first layer at the original unit cost and then a second line that has the adjusted unit cost?I have read that it is recommended to do adjustments to change unit costs but I find that those changes are not reflected in the cost layers GI.

We are using the “cost projection by date” feature in 2026R1 to forecast WIP and Over Billings.  It is a very useful tool.  However, to match our month end, it would be beneficial to use to use the post period as the cut off for transactions rather than the invoice date.  Sometimes the post period does not match the invoice date as a result of month end accruals.   By not matching the post period with our month end it causes errors in our WIP and Over Billing calculations.   Is there a way to change the cut off to post period rather than invoice date within Cost Projection By Date?

Is Acumatica doing away with direct carrier integrations? (We’ve always used our own UPS account and a stamps.com account for USPS.) We recently were told that we need to switch to an Easypost account.  However, everything I see online only talks about Acumatica discontinuing direct integration with FedEx..Easypost hasn’t been an easy transition, yet.  It’s been a week and I’m still waiting for an email reply from tech support.We’ve also had issues adding funds (taking 5 days to post.) I’m just wondering if acumatica is in fact stopping direct integration with UPS/Stamps? Thanks..

RequirementWhen a Sales Order generates multiple invoices due to split shipments, the freight charge should only be applied to the first invoice created from the Sales Order.Current IssueThe freight charge is currently being carried across to every invoice generated from the Sales Order. In addition, the invoice balance calculation is including freight on all invoices, resulting in duplicate freight charges being displayed and charged to customers. Expected BehaviourThe freight charge should be displayed only on the first invoice generated from the Sales Order. The freight amount should be included in the balance calculation of the first invoice only. Any subsequent invoices generated from the same Sales Order should not display the freight line item and should not include freight in their balance calculations.This will ensure customers are charged the freight amount only once, regardless of how many invoices are generated from a single Sales Order. I have attached the report.  

Hi Everyone,I'm trying to create an Import Scenario for the Consolidation (GL103000) screen to update existing consolidation setup records rather than insert new ones.My requirement is to import changes to existing records (for example, Active flag) based on existing consolidation setup entries.Any examples or guidance would be greatly appreciated. 

I am effectively trying to match strings with an IIF statement to create an ‘substitution list’ with a GI. =IIF(InStr([ATTR_USES.Value], 'Hiking')>=0, 'Outdoor', IIF(InStr([ATTR_USES.Value], 'Athletic')>=0, 'Athletic', 'Casual'))Issue is that it italways provides incorrect resultsAs you can see above, when I join on CSAnswers I don’t get the raw values back?  Looking for answers on both. thanks! 

I am working on an Import Scenario to update the Declared Value to 0 for the boxes in the Packages tab. However, when a shipment contains multiple boxes, the import is creating duplicate package records instead of updating the existing ones.I tried using Line Nbr. as the key field, but it does not appear to be matching the existing package records correctly. Unfortunately, we do not have a License Number available that can be used as a unique key.Has anyone successfully updated existing package records through an Import Scenario in this situation? Are there any other fields that can be used to uniquely identify package records, or is there a recommended approach for updating the Declared Value without creating duplicate packages?Any suggestions would be appreciated.  

Hi Team,I have noticed that in sales price worksheets once it is released, we are not able to make adjustments to it. However, when we click on ignore automatic line discount (Which is selectable though the worksheet is released) the entire worksheet is put back on hold for edits. Can anyone please explain to me what the intended functionality of this check box? I have tested with this and if we delete the worksheet and it doesn't remove the released prices in the sales prices form but this seems problematic for traceability. Thank you in advance on any thoughts. Warm regards,Yasali

What have you found the best method for a chargeback on a customer’s behalf?They filed a chargeback and received their funds back through the card company.  We never ended up shipping the order, so it was just Canceled in Acumatica.  Now the funds are available on the customer’s account.How have you found the best practice to show that as a chargeback and wipe from customer’s account?

Hello,Is there a way to change the price class on the sales order?   Thanks!

Hi Community,I ran into and solved this error that I did not see any posts about on the Community. I wanted to post the Issue and the solution for anyone who might run into this Acumatica Error Message: "There are no lines suitable for creating Child Orders."Cheers,RJ

Hello! Can anyone help me with the import scenario mapping for checks and payments screen. I am trying to import a payment for an open bill. But my mapping won't work. The error says  

PO Error: There are no lines in this document that may be entered in AP Bill Document directly. I already enter one time bill with 1 qty and I want to enter more bill but it shows error. 

Hello,I have a customization package that was originally created for Acumatica 2025 R1. I imported it into the Modern Portal (2026 R1), published it, clicked Convert to Modern UI, and published again.After that I'm not sure how to add these screens to the portal menu. They do not appear in the Select Forms dialog when I try to add them to a workspace.I also noticed that the Portal Map screen no longer exists in 2026 R1. When I open the Site Map, set a Workspace and Category for my screens, save, and then refresh the page, my changes are lost.I must be missing something in the deployment process. Is there a documented workflow for adding custom screens to the Modern Portal menu in 2026 R1?Any help is appreciated. Thank you!

We have email notification template for invoices which are working correctly for single invoices.When sending an email with multiple invoices for a customer from the Print/Email AR Documents, the same template is used but the user’s email address is added to the ‘From’ on the template and the user’s details are also added to the footer (resulting in two footers, the one set up on the email template and the user’s)  

Hello Acumatica Community,I'm currently attempting to implement the code shared from @Naveen Boga in this post Acumatica Community Post to enable the "CreatePDF" action through a Generic Inquiry, a Business Event, and an Import Scenario for what I'd envision as a type of bulk processing replacement. However, the action is not appearing in the Import Scenario. Am I missing something? How can I ensure that this action is available in that context?   

We recently moved to Office365 and are having continued problems replicating the functionality we previously had.  In our previous set-up, the team basically just flagged an email (i.e. Blue Category) and then it showed up in the Incoming Emails screen to be linked to an SO. We’re currently stuck pulling ALL emails in, which is getting cumbersome. By pulling all emails in, now the team is constantly trying to clear out the incoming email page, in order to find the emails they do need to link.  We looked at creating a new root folder and then dragging emails into that folder to pull in, but then they lose the visibility and tracking in their Outlook Inbox.  I can’t find a good resource to help with this - has anyone worked with someone to help with the integration between O365 and Acumatica?? We have the systems connected/authenticated/etc, but we can’t figure out how to get Acumatica to do what we want. 

Hello Community, I created a new custom report to display payment details. The report runs correctly from the Report screen when I provide the parameters DocType and RefNbr of the payment.To automate this after releasing a payment, I created a Business Event and added an Email Template subscriber. In the Email Templates screen, I attached my custom report with the parameters defined.However, when the Business Event triggers and sends the email, the attached report is always blank. I have tried both enabling and disabling the “Use Event as Data Source” option, but the result is the same.Steps to Reproduce: Create a custom report that takes DocType and RefNbr as parameters (works fine when run directly). Create a Business Event triggered after releasing a payment. Add an Email Template as a subscriber. Attach the custom report in the Email Template with required parameters. Trigger the event → The email is sent but the attached report is blank. Is there anything I need to change

I have a requirement to create a return for a purchase receipt which has been created for drop ship SO.I tried by creating RMA order with RC order type and added the invoice number too. When I try to create a vendor return from the more menu, I got an erro as PO Error: There are no lines, for which a vendor return can be created. What could be the reason for this and how can I complete this.

 Can anyone confirm this works for them in 26 R1? 

Hi Everyone.I Developing webhook but while publishing i encounter error An error while processing the field: confirmShipmentAction from PX.Objects.SO.SOShipmentEntryand this my current setup. public async Task HandleAsync(WebhookContext context, CancellationToken cancellation) { #region Connection Setup PXDataRecord? record = PXDatabase.SelectSingle<AISCubiicConnectionSetup>( new PXDataField<AISCubiicConnectionSetup.userName>(), new PXDataField<AISCubiicConnectionSetup.tenantName>() ); string? userName = record.GetString(0); string? tenantName = record.GetString(1); string fullUsername = string.IsNullOrWhiteSpace(tenantName) ? userName : $"{userName}@{tenantName}"; #endregion using (new PXLoginScope(fullUsername)) { using (var jr = new JsonTextReader(context.Request.CreateTextReader())) { var payload = Serializer.Deserialize<ConsignmentsResponse>(jr)

We have a dropship PO which associated with a Sales Order. Basically we have released 1 purchase receipt and AP bill for the dropship PO. The Sales Order which associated with the dropship PO is completed with invoice.But unfortunately, we accidentally released another purchase receipt for the dropship PO which is not supposed to be.How do we make correction for the wrong receipt?