Discussion Forums

We have developed a custom Adjacent Locations dialog in the Receive and Put Away mobile screen. The dialog displays a list of available warehouse locations, and users can select a location for processing.The customization works correctly in the Acumatica Web UI. However, when testing the same functionality in the Acumatica Mobile App, selecting a location from the dialog results in the following error: Server returned an errorSequence contains no matching elementSteps to ReproduceOpen the Receive and Put Away screen in the Acumatica Mobile App. Open the custom Adjacent Locations dialog. Select any available location (e.g., 01-17-B-02). The mobile app displays the error.Expected ResultThe selected location should be accepted and processing should continue normally, consistent with the behavior in the Web UI.Actual ResultThe mobile application displays:Server returned an errorSequence contains no matching element Code:public PXAction<ScanHeader> AdjLocations;        [PXButton(Commi

The procedure  is from 4 years ago, and the screens for System Emails in Acumatica 2025R1 have changed, and is getting difficult to show this to clients, is there any new procedures or videos beside the help section below?https://help.acumatica.com/(W(6))/Help?ScreenId=ShowWiki&pageid=7ea4c814-8b24-4a77-9ae0-9596012fbfabThank you. 

Release:    2026-6.53.0          Update: July 13, 2026 -Correction made on July 15, 2026: Corrected an issue when benefits using custom settings effected the same taxes. What's ChangingThe Canada Payroll Tax Engine API is transitioning from a SOAP-based interface to a RESTful API on our backend. This is a behind-the-scenes infrastructure update — tax rates, rules, and calculation outputs are unaffected.What This Means for YouNo action is required on your part. This is an internal infrastructure change on our end. Your existing integration will continue to work as-is — there is no change to tax calculation logic, results, or your day-to-day experience with the platform.SupportIf you experience any issues during this transition, please contact support or your VAR.________________________________________________________________________________________________Release:    2026-5.52.0           Update: June 16, 2026  Canada QuebecIncome Tax – Effective June 16, 2026A new Additional Provincia

Good morning,Curious, it seems like the native function is set up to pull whichever information is in the system at the time the order is entered into the system.Is there a way or option to change to pull the most up to date information?  Say we update the customer’s email address and we want all invoices in the system to go to that email rather than whichever email was listed the time the invoice was created.

This is happening on a client and I cannot find the reason why the generated cost transaction has a different branch to the labour transaction, so it is causing incorrect GL entries.The data is all entered on the correct branch, so any ideas why the system generated cost transaction would have another branch to the source?

Hi, does anyone know why I am getting this error when trying to install an instance for the T290 course?​​​​​Installation runs and then it needs to apply a customization and then at this point it is failingHere is the stack trace: [17:06:52 INF] Creating tenant(s) in database 'SmartFix_T290'.[17:07:01 INF] The Data are being inserted to the database 'SmartFix_T290'.[17:07:01 INF] Data insertion (adb) for System to from F:\Verde\Acumatica\Acu2025R2SP1\Database\Data\System to company 1[17:15:40 INF] Data insertion (adb) for T100 to from F:\Verde\Acumatica\Acu2025R2SP1\Database\Data\T100 to company 2[17:15:47 INF] Tenant(s) is(are) created.[17:15:49 INF] Tenant(s) is(are) created.[17:15:49 INF] Installing 'Training Course' training course.[17:17:07 ERR] TrainingSetup: Training course is not configured due to errors.. Contexts=TrainingSetupSystem.Exception: Training course is not configured due to errors. ---> System.Reflection.TargetInvocationException: Exception has been thrown by the

Hi, I want to send an automated daily email of daily receipted stocks from Acumatica. I need them to be broken up between companies/branches and by item class if possible. Business event is what I am thinking, but I’d like to get your thoughts on how you would do it. Any recommendations are welcome 😊

Is there a an inquiry similar to Inventory Planner that has ‘Open to Buy” calculations in Acumatica? Something similar to this view:  

We have an overseas Vendor from whom we make large orders which frequently come in multiple shipments. When they send a shipment, we get an advance listing of the details of the partial shipments, like lot numbers, final quantities, or discounted items, which we use to get the purchase receipt set up in advance to make receiving go more smoothly. Additionally, since undershipping and overshipping are also common, we adjust the Purchase Order to reflect what the final quantities are so that our Availability figures are correct. Our issue is that when we have a first pre-receipt created, the purchase order cannot be edited until that first shipment is received and processed, so any items on subsequent shipments can’t have their availabilities updated or any other adjustments made which come with the vendor’s shipment confirmation. We can have open receipts like this for weeks to months. Is there a way to only lock down individual lines of a PO which are on an open receipt instead of the

We have an issue where our team processed a production Move transaction for the incorrect qty. and work order closed. Finished goods is now overstated and raw/pack understated. What is the best way to return and deconstruct some of that product to reduce our FG and increase the Raw/Packs?

Hello all,I would like to know if I mark the below employee as Inactive & deactivate the line items under the Delegates tab, would the delegation become inactive? Also how can I add date under Expires On field?  

We assign Delegates on Employees to facilitate Expense Claim entry on behalf of our field employees that do not have Acumatica credentials. We have a scenario where a particular person moved locations and is responsible for a different group of field employees. I know how mass add to all the new employees, but I cannot figure out how to mass delete from the old employees. Short of <Action: Delete> on the Employee Info target object, I cannot see where removing a row is possible. Does anyone have tips or tricks to achieve?  

Hi All,Currently, I am facing an issue where the Import Scenario only deletes one record at a time, so I have tried adding multiple lines using '= -2' to delete multiple records. However, I don't believe this is the proper way to delete mass records.After deleting the old delegates, I need to update the list with new delegates for the same employees using a single import scenario.Is it possible to handle both delete and update delegates in single import scenario. I am working on 21 R1.I have already added the import scenarios, and I would appreciate it if someone could review them and help me achieve the desired results.Thanks, in advance!

What are your thoughts on having Sales Prepared added to the Availability Calculation in a environment where inventory is high turn ?   Deduct Qty. on Sales Prepared A check box you select to deduct (for items of the class) the quantities of items on sales orders of the SO, CS, and IN types with the On Hold, Credit Hold, Rejected, and Pending Approval statuses from the available quantities of these items. The item’s quantity on sales orders with these statuses is shown in the SO Prepared box on the Inventory Allocation Details (IN402000) form.  

Hello community!Is there a way to default the warehouse for a line item based on the branch of the transaction (SO,PO,etc)? Similar to how the line details branch defaults to the branch you are creating the transaction in, is there a way for the warehouse to default here too?SO Created in the PRODWHOLE branch would ideally default to the PRODWHOLE warehouse.I have tried removing the default warehouse from an inventory item. It just appears blank and would still require manual selection. Thank you! 

Hi everyone, hoping someone can help me track down a strange issue with a business event sending duplicate emails for one vendor but not the other.SetupWe have a business event called PO Approved set to Trigger by Record Change, For Each Record, on the created Purchase Order Generic Inquiry (no grouping) screen. It has one subscriber - an email notification that sends the approved PO to the document owner.The trigger conditions filter by:New Field Value – Status = Pending Printing Or Pending Email Or OpenAndOld Field Value – Vendor ID = Vendor 1 Or Vendor 2Fields to Track includes both Status and Vendor (vendorID).The problemWhen a PO is approved for Vendor 1, the recipient receives two identical emails at the exact same time. This has happened consistently across multiple POs on different dates. When the same business event fires for Vendor 2, only one email is sent as expected.What I've ruled out— Only one subscriber on the business event— Only one business event linked to the email

When I load a vendor price worksheet using Excel, it is not checking the Vendor / Alternate ID combination.  It is matching it with any alternate ID, even if not from the vendor I specified. Does anyone know of a workaround for that or if it is on the docket to be fixed?

I have an import scenario where I would like to use address line 1 and the postal code of the customer’s account as key fields instead of the customer ID and then update 2 user defined fields. This current import mapping isn’t working.   

Hello! I’m working through adding multiple images to FS642000, pulling from the attachments on the Appointment. I used the guide ​@lauraj46 created: How to display multiple images horizontally in Report Designer, which was super helpful (THANK YOU). My first image loads correctly, however, the second image displays with an error. I attached a screenshot of the error along with our RPX. Any guidance is appreciated, thank you!  

Hello,We’ve been live on Acumatica for just over a month. One issue we’ve been encountering is the path to production process for customizations.Is it standard practice for Acumatica developers to publish code directly to the production environment and to test tenants instead of promoting code through the test environments to production after testing?

Hi Connections, I’ve a query related to expiry date control in Acumatica. Every inventory is specified as lot/serial and has an expiry date. As a result, based on that approach, expired items should not be processed. Is there any evidence that an item was expired at the time of shipment/transfer? Either Warning Message/ Allow / Don’t Allow Setups.,  I couldn't find any settings that would help me control this concern.  Hope you guys can help me on this topic. Thanks Ram 

I recently noticed that when using the Prepayment Invoice functionality that the Prepayment Invoice seems to be considered a Payment despite not having received any Payment against that invoice. I am honestly surprised, but is this expected?It is truly just an Invoice like any other, but Total Paid and Unpaid Balance considers it a Payment it seems like. Does anyone else have this issue?We are having issues with appropriately reporting the true Balance due on an Order and depending on what stage the Prepayment invoices are in, the Balance Due is off by the $ Amount of Unpaid Invoices pretty much. 

I am wanting to concat two user defined fields as shown below but when I do this it is returning the value ID and not the description. How can I swap this around? The description is the full field I want since its what appears in the UDF drop down. =Concat( [SOOrder.AttributeSWAISSLOC],' - ', [SOOrder.AttributeSWAISSTYP])

I would like to enquire if anyone has experienced custom workflow breaking after Acumatica 25R1 Patches . I had a customized Vendor approval workflow that was working in the earlier versions of  25.101.0153 but after this patch  25.101.0153.9 + ,the custom workflow is no longer functional.Can anyone assist?

Is there a reason why a PO Status is getting changed to closed when we still have unbilled receipts and the PO is still open? For example - we do a PO for 7 boxes, do receiving for 7 boxes but first invoice from vendor against the PO is only for 6 boxes. When we enter that first invoice, the PO status is getting changed to closed which is very confusing for both our purchasing and AP Team. We are still able to a bill for the remaining 1 item, but it is confusing since from a high level it seems the PO is fully completed and closed.