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Hi Community,I'm trying to enable the Upload button on the Bank Deposits (CA305000) screen. Here's what I have done so far: Set AllowUpload = true for the grid (DepositPayments). Added the [PXImport(typeof(CADepositDetail))] attribute to the DepositPayments view. However, the Upload button is still not enabled on the screen.Is there any additional steps I need to take to make the Upload button functional here?Any guidance or insight would be greatly appreciated!Thanks in advance. 😊

I upgraded to Acumatica 26R1 from 25R1. Executing the installer, if required us to make sure RabbitMQ is up and running and that I have an account which I can provide the installer with to authenticate. This post describes the problems I had and how I eventually had the messaging configured, Upgrading from 2025 R1 to 2026 R1 - RabbitMQ - Assistance Setting-up or Connecting to Existing Instance | Community. A consensus directs me to comment out RabbitMQ for messaging which I did.  When I follow these steps locally, my Acumatica instance starts and functions, but the messaging is failing: Page is not availableTo use the Business Events form, install MSMQ on the server and set the EnablePushNotifications key to true in the appSettings section of the web.config file of the application. Questions:What is the Acumatica 26R1 direction (and supported) for messaging? Is it MSMQ or RabbitMQ? We do have RabbitMQ up and running on our application server.

I'm using Acumatica from my Local host for the mobile application, and I'm getting an error when I'm trying to save expense receipt and also when I'm trying to add Activity under Contacts, the error is - Server Protocol Error - ERROR 404 - requested URL or resource not found. 

I’m trying to add a column to my customer’s P&L that will show the % of Sales for each row on the report (e.g., Sales = 100.0%, COGS = 36.2%, etc.). I can add calculations between columns (e.g., (F-E)/E), but not within the same column. Is this possible with the standard financial reports?

Hi All,I have a dashboard with 20 widgets. It's causing the dashboard to load slowly (approx 30 secs).We have already done SQL optimizations on the GIs, and also added Refresh Widget intervals — this helps with caching on repeat loads, but not the initial load.Our remaining bottleneck is browser connection queuing: all ~20 widgets fire simultaneously on page load, and since browsers cap concurrent connections per host, later widgets queue behind earlier ones — this accounted for more total load time than the SQL cost did.Also aware that Acumatica suggests a max of 10 widgets per dashboard, but this isn't a hard stop.Questions:Does Acumatica's Dashboard framework support lazy-loading widgets (only fetching data when scrolled into view), a "load on demand" setting (as opposed to loading everything on page open), or parallel/staggered loading? Is there a supported way to stagger initial widget load requests on page render, rather than all firing at once?Or any other way to help make the d

Order was orchestrated but now I want to change the warehouse on the sales order but it does not remove the Orchestrated flag on the lines and cannot be orchestrated.

We currently have our main user node as well as a process node.  All is hosted by Acumatica.  We’re on 23R1 and in the process of an upgrade to 25R1.Currently (maybe default configuration, maybe this isn’t even configurable), if I restart one node, the other node restarts as well.  Officially if I publish customizations, they publish to both nodes at the same time (but I’ve had issues with this, so our publish process includes publishing on both nodes).I’ve been told that, in older versions, the nodes were managed separately and you had to publish to both nodes.  I’ve also heard that you had to restart the nodes separately.  I’d like to be able to do that on our current version--I already have to publish to both, and I’d like to be able to restart the process node without it impacting the main user node.  

Hi everyone,I’m looking for some clarification regarding invoice attachments in automated customer emails for Accounts Receivable.Our requirement is to automatically email an invoice to the customer, together with the files attached to the invoice record (for example, PDF/JPG documents stored under the Files section of the invoice).I have been looking through the Email Notification / Mailings configuration but I could not find an option that would automatically include the files attached to the invoice record when the email is generated.However, I noticed that Dunning Letters can be generated and emailed from Acumatica, and the resulting email received by the customer includes the Dunning Letter as an attachment. please refer below attachment:This made me wonder: Is there a standard configuration in Acumatica that allows files attached to an AR Invoice to be automatically included as email attachments when the invoice email is sent? If not, why is this possible for Dunning Letters bu

I have a working import scenario that imports purchase receipt, but when there are multiple receipts for the same PO line number with different lot numbers then only the last receipt for that line is imported.Any ideas? 

Hi, attached is a custom report for production ticket. It works fine when printing for BL order type, but not for RO order type. I am getting the below error, but Trace just keeps on spinning and not giving me any hint. Thoughts please?Error when printing RO production order typeTrace 

Can someone give advice on creating a GI that would allow a user to search a finished good lot number and see the raw material used to create that lot? Currently we do this by using a different GI to find the production order number and move transaction associated with the lot, then going to the Events tab of the production order, finding the move transaction, then opening the material transaction that was created at the exact same time. I see the move number listed on the Material transaction under ‘Orig Batch Nbr’ so I’ve tried to creating various GIs using AMBatch, AMProdEvnt, AMMTran to at least create a simplified path to the information we need, but I was unable to get a material transaction to show up for every finished good lot even though I can find them manually by the process described above. Our VAR sent us a GI linking AMProdItem to INTran and INTran to INTranSplit, but that still didn’t do what we needed it to. Does anyone know how to either get a GI to display all move t

Seeking an example for adding multiple Packages to a shipment with each Package having multiple items o 

The imort scenario brings in the sales order.  However I can’t get the shipped qty to change to actuals.  An item is frequently bought 6 units at a time, however there will be six different shipment spaced out over different intervals.  The import scenario I have will only ship all six at once.  Manually you can go in and change the shipped qty to 1.  How do I get the import scenario to do that? Suggestions on how to correct this import scenario? 

In 24R1, we had the Workspaces drop down list in all Generic Inquiries (GIs).  After upgrading to 26R1, this is missing and it’s affecting GI behavior.  Is this something that needs to be configured now? 

I had a Table Value function that used UNION ALL to merge the results of three queries. Then I wrote a Table Value function to return the results in sorted order. Finally, I added a DAC to sit on top of the SQL view.Sometimes, after publishing, the above solution wouldn’t work unless we also restarted the application. That’s not a big deal to do after publishing but if we forgot, the GI would show errors.So I switched out the above with a series of PXProjections and then a MappedSelect for the final result.Some notes for future me:Create each ‘view’ or sub-select as a PXProjection. This is a good time to decide if I’m going to make all the field names the name now, or if I’m going to map them together later.PXDBCalced fields seem to benefit from using a ‘persisted’ field attribute instead of the suggested non-persisted attribute (PXDBInt instead of PXInt)[Serializable][PXCacheName("Activity - Freight")][PXProjection(typeof( SelectFrom<ARRegister> .InnerJoin<ARInvoice>

I am working on a formula in a GI:IIf(CROpportunityProducts.InventoryID = ‘NON-INVENTORY ITEM’, CROpportunityProducts.Descr,CROpportunityProducts.InventoryID)I’m getting an error because InventoryID field is int type and the Descr field type is nvarchar(256)I’ve tried several of the conversion formulas (CInt) but I can’t get it to work.Any advice?

Hi,I’m encountering the following error when Remving Hold of a PO to submit for approval. Thanks!  

Hi community,I need to configure a custom role (Fact Viewer) that should have Read-Only access to Invoices and Memos (AR301000) and Shipments (SO302000).The issue is that even though the screen access is set to View Only, when users open an existing invoice, certain Action buttons (like Pay, Void, etc.) in the toolbar are still visible and enabled.When I try to restrict these actions specifically in Access Rights by Role (SM201025), expanding the AR301000 node does not display the individual Action members to set them to Revoked. User has no other overlapping roles. Setting screen permissions to View Only didn't hide toolbar actions driven by the underlying workflow. What is the recommended way to fully hide or disable toolbar actions for a read-only role without breaking the screen workflow? Is this achievable via standard security configuration or required through a Workflow customization / Graph extension?Thanks in advance!

Environment: Acumatica 2025 R1, Distribution edition with Advanced Kitting (Acumatica Labs Program). We’ve been live since July 1, 2026 so we're still new to Acumatica.Before realizing there was a Bill Separately checkbox, a consolidated invoice was created for a customer covering many sales orders in July. Because each SO has its own PO, the customer requires separate invoices. Normally this would not be a big deal to cancel and recreate separate invoices, but in this case every line on those orders was a non-stock digital item that doesn't require physical shipment. Attempting to Cancel or Correct the invoice generates the error:"The invoice ###### cannot be canceled because it includes line or lines linked to an order that does not require shipping."(This thread confirms the same constraint for Correct Invoice, but with no remedy: unable-to-correct-invoice-25053) With both actions unavailable, in August I created a credit memo manually in AR301000 for the full amount, released it, a

We are trying to implement Acumatica (Construction) and we would like to have 2 allocation rules 1) for fixed price projects where COGs and Revenue is recognized as a % of completion and 2) an Allocation Rule where costs, including overhead, accumulate in WIP until the project is invoiced.We are 99% there with the fixed price, but for time and material, the Allocation Rule is crediting the overhead expense for the correct amount, but is showing a negative expense balance on the project.  The GL accounting is correct, but the project accounting is not.  Any help on modifying the allocation rule would be appreciated. 

I have a question regarding the best practice for converting existing customized screens to Modern UI.Suppose I have an Acumatica screen that has already been customized through multiple customization projects. For example:Project A modifies the screen Project B also modifies the same screen Project C is a third-party/ISV customization that also modifies the same screenIf I want to convert that screen to Modern UI, what is the recommended approach?My understanding is that Convert to Modern UI generates the Modern UI files (such as the .ts, .html, and view.ts files) as part of a customization project. However, if the same screen is represented in multiple customization projects, it seems that we could end up with multiple projects trying to own/modify the Modern UI definition of the same screen.For customizations that I own, I can potentially consolidate the changes or decide which project should own the Modern UI files. But what is the recommended approach when one of the projects is a

Hi,At the moment the “Related Entity” field in the “Events” screen is only searching by Customer ID instead of the Customer Name. Is this configurable or a Customisation? 

Hi, In the Cash Account details in Acumatica version 2024 R2, I used to be able to clear all cash accounts without using the checkboxes; simply clicking "Clear" would check the "Cleared" boxes for all of them. However, in Acumatica version 2026 R1, this is no longer possible—I have to select the checkboxes first and then click "Clear". Is there a change like this, or is it actually a bug?  

HelloI am working on a customization where I need to determine which Company a specific user has access to.The requirement is:A user can have access to one or more Company. When the user is created or modified, I need to retrieve the Organization ID that user currently has access to.For example,: private List<int> GetAccessibleOrganizationIDs(PX.SM.Users user){ int?[] organizationIDs; using (new PXLoginScope( $"{user.Username}@{PXAccess.GetCompanyName()}")) { organizationIDs = PXAccess.GetAvailableOrganizationIDs(); } return organizationIDs .Where(x => x.HasValue) .Select(x => x.Value) .Distinct() .ToList();} Is PXLoginScope + PXAccess.GetAvailableOrganizationIDs() the recommended way to get Organization ID for specific user? 

Note: A lot of this is written by Claude with directions from me. We ran into this issue while developing the MCP server.The property list an exposed Generic Inquiry returns over OData is **neither the ordernor the exact set of columns you put in the Results Grid**, and I can't find anything inthe design tables that tells you what it *will* be. Asking in case I've missed it.Say a GI's Results Grid holds three columns, in Sort Order: `Customer Name`,`Order Nbr`, `Status`. What `$metadata` actually reports is something else:- Any result column that is **also an entity key** is hoisted to the **front** of the list.- Keys of the joined tables are **appended at the end even if you never added them** — this  part *is* documented ("*GI Access Through OData: General Information*").- Where two columns produce the same name, one becomes `X` and the other `X_2` — and which  one keeps the bare name depends on **grid position**, not on the column.- Inactive rows are skipped, and the order follows *