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We have a client that has been stopped from closing multiple periods due to the Inventory workspace refusing to close.  There are no unreleased documents. All other modules close.  Accounts have been validated/recalculated in both Inventory and Finance. The dates and financial periods for Production Orders have all been forwarded to the next period so that they will not interfere with the close. Any ideas what could be stopping it?  

I’m assuming, but not certain, since there is no documentation I can find, that I could install a local instance of MYOB similarly to Acumatica. But how?

Hi all, I have subreport in the header area that I can’t get to render. The subreport runs fine when I add it to the site menu and run it separately. I have an almost identical subreport running fine in a detail section (see below).I even tried putting the second subreport in a detail section. Lastly, if I add a field to the subreport header or footer, those fields show up. Any thoughts?   

Hi Acumatica Community,Is there a way to restrict the release of a Move transaction if there is no related Material Transaction?The requirement is to ensure that, upon releasing the Move transaction, the system recognizes the materials used in the production.We would like to prevent the Move transaction from being released if no Material Transaction has been created or released for the production.We would appreciate any suggestions or recommendations on how to achieve this requirement in Acumatica.Thank you!

Do the Multiple Production Clock Entry transactions ever fall off the list? Also, is it possible for an employee to use the “Clock Entry” screen and the “Multiple Production Clock Entry Screen” for recording labor? 

Anyone else having an issue when in Edge under the Finance - Inquiries - Account Details screen? When I try to change Funds or enter a period or account number it glitches and reverts back? I have also tried using the magnify glass to select but does not work. My Edge is up-to-date and in Chrome browser it works. All other screens are working. Thanks! 

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!

Adding a restocking fee to an RC return order | Community Has anyone implemented a Shopify restocking fee import into Acumatica RC refund orders?I’m looking for a code-level approach to retrieve the restocking fee from Shopify and add it as a separate line to the RC refund order.I checked the Shopify refund data and couldn’t find the restocking fee directly in the REST OrderRefund model.Is there an existing Acumatica API/model or recommended approach to retrieve the Shopify restocking fee and add it to the refund order?

I have a customer who wants to be able to print out inventory item labels directly from the PO Receipt screen.They have developed a report (label) as a stand-alone screen where they can select the receipt number and it creates a label for each line on the PO receipt with the total line qty. They aren’t concerned at this point with have an individual label for each item received, though I’ve seen a number of suggestions on ways to do that on the community.However, I haven’t seen anything on how to incorporate this on the PO Receipt screen.I have tried doing this myself with an Action in a customization but the parameters don’t allow you to select the inventory item on the detail line to pass to the report (label):Am I missing something? 

Any idea as to what transaction this warning is referring to? or is there a scenario where the unfreezing won’t work? 

Hi, I’ve created a custom GI to link GLTran table to ARInvoice table. In the GI, I want the branch/company details such as address, ABN, email, etc.The relations I did was to link ARInvoice to Branch, Branch to OrganizationBAccount > OrganizationBAccount to Address and Contact tables, but returns nothing in the GI. I’ve attached the GI I created, can you please help identify what I’m missing here? I’ve done it this way before, but this specific GI isn’t showing the details I need. Thanks for your help!

After upgrading to 2026 R1, we're getting an error when running the Print/Email AR Documents screen (AR508000) against invoices to flag them as "Do Not Email." The error returned is:"Object reference not set to an instance of an object."We traced this to the invoice's Status field. Running the process on an invoice in Balanced status fails with this error. Running the exact same process on an invoice in Open status completes successfully. We checked the Known Issues list for 2026 R1 on the Acumatica Portal and didn't find this documented anywhere.Steps to Reproduce:Open the Print/Email AR Documents screen (AR508000). Select an invoice in Balanced status. Run the process (e.g., to flag the invoice as Do Not Email). Error is thrown (see screenshot below). Repeat the same steps on an invoice in Open status - the process completes with no errorJust wanted to flag this for the Acumatica team - looks like a bug that came in with the upgrade. 

I am currently looking for the installer for Acumatica Version 20.208.0031 and was wondering if there is any person might still have a copy saved. If you do, would you mind sharing it with me when you have a moment?I would really appreciate your help.

I have seen this come up in the Modern UI Issues thread. We are not live on 26R1 yet, but pop-up windows not reliably remembering their size has been an ongoing frustration during testing.I found a workaround, but no documentation for it. Does anyone know how this actually works, or where it is documented? I would rather set it properly than rely on a browser-side hack.26R1 (possibly earlier) appears to store pop-up window dimensions in the browser's local storage, keyed by screen ID. Adding or editing key/value pairs changes the size the pop-up opens at.Example: from Sales Orders (SO301000), clicking the Customer ID link opens Customers (AR303000) in a pop-up window. By default it opens too small, and resizing it does not reliably persist. Adding or editing these keys in local storage makes it open at a consistent size:AR303000_oheightAR303000_owidthThere are also iheight and iwidth keys. I do not know what distinguishes the "o" set from the "i" set. (Outer vs. inner frame, maybe?)  W

Hi AllI have a question about PCS to SaaS migration.My scenario is this:I have a PCS deployment of Acumatica in which I have multiple tenants. One specific tenant would like to move out of my instance and have their own SaaS instance. They do not use any customizations. They would basically like to pick up where they left off from the PCS environment to continue operations in the new SaaS environment.My Question is:Can I take a full snapshot of their tenant and provide that to Acumatica to create the new SaaS environment or will they need the actual SQL DB to have it done?Thanks in advanceAmit

Hi,We have a business event on a custom data-entry screen. The requirement is to send one consolidated email per task when multiple detail records are changed and saved together.Business requirementProject 102030 contains seven detail records in a custom table. Each record is linked to a task, and each task is assigned to an employee:  Task A: Detail Lines 01–03, assigned to David@gmail.com. Task B: Detail Lines 04–07, assigned to Jon@gmail.com. When a user updates several detail records and saves once, the system should identify only the changed records, group them by Task ID, and email each task’s assigned employee.Example scenarioThe user makes these changes and saves the document once:Task Detail line Original weight New weight Task A Detail Line 02 110 130 Task A Detail Line 03 120 125 Task B Detail Line 06 150 155 Task B Detail Line 07 160 170 Expected behaviourThe system should generate exactly two emails: David@gmail.com: One email containin

Hi everyone,We are currently working on a historical data migration into Acumatica and would appreciate some guidance on the best approach.Our requirement is to migrate several years of historical sales data, including: Sales Orders Shipments AR Invoices For the historical AR invoices, we would like to use AR Migration Mode, as these invoices are being migrated for historical/reference purposes and must not generate any new GL entries.However, at the same time, we would like to preserve as much as possible the standard Acumatica document relationship and navigation:Sales Order → Shipment → AR InvoiceInstead of generating the invoice through the normal Prepare Invoice process from the shipment, our idea would be to: Import the historical Sales Order. Import/create the corresponding historical Shipment and maintain its relationship with the Sales Order. Enable AR Migration Mode. Import the historical AR Invoice directly. Populate the standard SO/Shipment references on ARTran

I want to update a field in the File Maintenance Screen. I have tried building an import scenario to do this, but it seems to have a hard time calling upon an already existing File so that we can update the Import File Reg. Exp.We are creating this import so that we can schedule a daily import that updates the Reg Exp to the next day. Then we can pull a file with the right date from an external source automatically.

25R2 Manufacturers: If you have any non-base UOM Materials called out in In Process Production Orders, take a look at Inventory Allocation Details.  You may find that the system is not recognizing that demand, potentially causing Inventory Planning errors.Any manufacturers out there experiencing this?Development acknowledged it as a bug, but we’re the lone reporters at this point: AC-377609.

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 Subscribe, Participate & Win! JAMIS Prime User Community ContestJoin the conversation in the JAMIS Prime User Discussions Forum for your chance to win a prize package filled with JAMIS swag, gift cards, training opportunities, and more. What's slowing down your sales orders these days? It could be something that's always been a pain, or something new that came up as your business changed. And if you've started doing things differently, like new tools, automation, or a workaround that actually works, we'd love to hear about that too. Jini Nickelson - Acumatica Community Featured Member for September 2026Meet Jini Nickelson our Acumatica Community Featured Member for

Hello,I have an integration with a 3rd party EDI provider into Acumatica.I need the ability to compare the incoming EDI (derived from non-standard Acumatica tables) total amount of the EDI sales order with the Acumatica sales order total amount. Example:EDI sales order total = $50 (data stored in custom tables)Acumatica Sales Order total = $51Print this record on my new custom report because the sales order TOTALS don’t match. Discounts are involved which are causing the discrepancies I need to report. I have written a report that accurately reports the Sales Order number and the total from the EDI tables.I intend to use this as a subreport.The total is in a group footing as it sums up the individual lines of the order.This part works. I can write a main report that will accurately calculate the total of the actual Acumatica sales order.However, this too will have the order total in a footer as a subtotal.  (main report) So I have a subtotal on a group in a subreport that I want to com

Is there a way to limit who is able to add cost codes to the job? Like admin rights for cost codes?I am trying to customize this so no one in the company can invoice to a cost code that wasn't used within the job. 

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

We are trying to create Lot/Serial Allocations for a Manufacturing Move Transaction through the Contract-Based REST API.Environment:Acumatica Manufacturing 24.200.xxx Move Entry screen (AM302000) Lot/Serial tracked finished good Custom endpoint exposing MoveEntry and Generate actionScenario:Create a Move Transaction successfully through REST API. The transaction line is created with: Quantity = 2 LotSerialNbr = blank Allocations = empty In the Acumatica UI, the Generate Lot/Serial Numbers button is enabled and works correctly. However, when invoking the Generate action through REST API:POST /entity/{endpoint}/MoveEntry/Generatewe receive:PXActionDisabledException: The Generate button is disabled.Investigation:The Move Transaction is in Balanced status. Hold = false. Quantity exists on the transaction line. Allocations are empty. LotSerialNbr is blank. Generate button is enabled and executable from the UI. The exception occurs only through Contract-Based REST API.Questions:Is creatio

I’m creating a Pivot Table from a Generic Inquiry and I have multiple rows included. In this example, I’m just pulling the Employee, Project, and Time Entry and mashing them together so we have a report that shows Employee totals and Employee Project totals. It looks and works great. But the problem is when you export to Excel and it looks not so great. The second column moves over to the blank column when the name doesn’t show (names and project names replaced with generic data). Is there any way to stop this from happening? I would expect it to look more like this considering this is how it looks in the pivot table: Anyone have any suggestions? Or is this just a bug?Editing to add a quick note: I could do this in Report Designer with a Tabular Report which downloads nicely to Excel, but then I can’t have a total on the far right side.