Discussion Forums

has anyone been able to use the decision wait time on approval maps?What happens when the decision wait time expires what happens to the pending transaction?I set my wait time for 10 minutes and nothing happened, I was still able to approve it after the ten minutes.Do i need to set something else up?

Dear community!We always listen to your feedback and it is very helpful and valuable.I’m glad to share that in 26R1 we are introducing improvements to Project–Branch defaulting in Purchasing and AP documents. More details will be available in the release notes soon.We are continuing to move in this direction. At the moment, our main focus is on Employee Time Cards and Employee Time Activities in combination with Payroll and corresponding Project transactions and Journal transactions.We would really appreciate your feedback, especially around real-life payroll and time entry scenarios. In particular:Do you have cases where employees enter time for projects that belong to a different branch than the employee has, and this creates issues after time is released or payroll is processed? What is the semantic of the branches of such clients? Which payroll (built-in or external) is used? What branch do your customers expect to see in the project expense and employee liability and why? Which

Good day I am running the customer statement on demand for a customer denoted in a foreign currency and they have open items. However on printing the Multicurrency statement is comes out blank and the customer’s currency set in master data does not appear on statement.Where could I be getting it wrong?

Hi everyone,We have a consignment sales process where, upon receiving a PO from a consignment customer, we manually create a Transfer Order (TO) sales order in Acumatica. This process transfers inventory from our warehouse to the consignment warehouse.Subsequently, every two weeks, we create a regular sales order based on the actual quantities sold during that period.We are currently integrating with SPS Commerce EDI and would like incoming customer POs to automatically generate TO orders in Acumatica. However, we have encountered an issue: the “Destination Warehouse” field on the TO header is mandatory, and the EDI-generated order does not populate this value. Has anyone implemented a similar consignment process with Acumatica and SPS Commerce EDI? If so:How did you handle the Destination Warehouse requirement?Were you able to configure it through standard functionality?Or did it require customization on the Acumatica side? Any insights or recommendations would be greatly appreciated.

Hi, I’ve created a very simple GI to show account’s history out of GLTranR DAC. However, I am unable to pull the beginning and ending balance data. The goal is to show each GL Account ending balance per transaction line. Basically, like the below showing the Account ID, BegBal, Debit and Credit Amt and its ending balance on that day.Attached is the GI I created. I am open to suggestions or if you could modify the GI to achieve this, that’d be great as I think many of users/consultants would want this. Thanks heaps! 😊I’ve created a GI to show ending balance per period, but we do need the specific date rather than the period with no way to check at any other point in time. With a date filter we simply go back to the day we need to check.

Hi all,I’m testing Order Orchestration in Acumatica 26R1 using Destination Priority with multiple warehouses and wanted to confirm the expected behavior when total available inventory across all eligible warehouses is insufficient.Current setup:Fulfillment Strategy: Destination Priority Shipping Zone: EAST Warehouse priority: EAST CENTRAL WEST Order type is configured for Order Orchestration Will Call is cleared and the order is otherwise eligible for orchestrationI’ve confirmed the following behavior:If one warehouse can fulfill the full quantity, Acumatica may select that single warehouse. If no single warehouse can fulfill the quantity, but multiple warehouses can collectively cover it, Acumatica successfully splits fulfillment across those warehouses. If the total available quantity across all eligible warehouses is less than the sales order quantity, orchestration fails with:“The order cannot be orchestrated due to insufficient stock across all available warehouses.”  The clien

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.

Hi, another beginner's question to you experts and if this is covered, my apologies and please direct me to the correct reference.  We have multiple tenants in our production environment.  I recently made change to a Genera Inquiry in one of the tenants and same change is not visible in other tenants? Do I have to make the change in each Tenant or there is an easier way to cascade the change down to other tenants? Thanks in advance.

I just created this KPI, and I’m trying to pull the OrigOrdeNbr to know the Original Owner. NOT the new ownerAll the records are pulling the OrderNbr Owner.Like the records below its showing 2 different OwnersI need help in finding out how to get to the OrigOrderNbr Owners.

Hi, I've setup a GI and a business event to send an email notification to all members of workgroup that there are POs waiting for their approval. It works fine but it sends an email notification for every PO made and approvers find it confusing. To avoid confusion, the new requirement is to send a daily blanket email instead of an email for each single order. To do that, I need to create a report and a business event to send it on schedule, but how do I set it up so that it sends the report separately per workgroup?For example, one email notification only to members of workgroup 1 and if the PO requires approval from workgroup 2, it only sends it to members of workgroup 2 and so on..

We have recently upgraded to 2025R2 and with modern UI on our Change Orders require to be released after final approval. With Classic UI it still works as expected where Final Approval results in Status Closed How do I update the modern UI to go straight to Status Closed after final approval instead of Open → Release

Hi, While releasing “Materials” transaction for Non-stock items , no inventory transactions (issue transactions) get recorded however for “Purchase Receipt” there is inventory transaction (receipt) get created. Is it expected behavior or I am missing something ? I have observed that scenario in 25R1. Please help me 

Hi, I have a customer that wants to expense depreciation to multiple subaccounts when depreciation is calculated and released.  The only way I know how to do this is by creating an allocation in the financial module to allocate the expenses to the correct subaccounts. Has anyone else know of another way to allocate the expenses to the proper subaccounts, the customer is not on board with the allocation method. Thanks,Coleen

Hi everyone,A few days ago ​@ray20  asked whether there's a "Dashboard Reference" for the predefined dashboards, similar to the Report ReferenceThere isn't one, so I decided to build it with the help of AI.Acumatica Dashboard Reference (2026 R1): https://beacon.acumatica.com/reader/shared/d1fcb29f-5245-42e0-b4d8-65f1fd7808d1/rootIt covers all 70 predefined dashboards in 2026 R1, grouped by module. Each dashboard page shows its screen ID, what it's for, where it's published, and every widget with the generic inquiry or form behind it.I've checked everything and didn't find any mistakes. If you notice one, send me a PM and I'll fix it. I'll keep it up to date as new versions come out, and I'd be happy to hear any feedback or suggestions.

Hi everyone,I have 3 Generic Inquiries:GI A with a Division column that's a formula, GI B which also has a Division column as a formula.I'd like to create GI C by joining GI A and GI B on Division. However, Acumatica throws an "invalid" error.Any ideas on how to work around this? Thanks.

Hi everyone,We maintain the sales price of a FIFO inventory item as "cost + fixed markup". Today this is done by a Business Event that runs on a daily schedule​ and sets:Sales Price = current item cost + 5The customer is not happy with this because it is not real time. Here is the scenario we hit yesterday: within the same business day, the older/cheaper cost layer was sold out first, and immediately after that we sold a large quantity that had to be issued from a much more expensive cost layer. Because the price update only runs once a day, we kept selling at the old low price even though the cost we were actually issuing had already jumped — so we lost margin on every unit sold after the layer switch.What we are looking for: a way to recalculate and update the sales price immediately when the current (old) cost layer is fully consumed, instead of waiting for the next scheduled run. Constraints / context:The item is FIFO only — lot/serial control is NOT enabled, so we cannot use lot-s

Hello community!One of our customers has a single-tenant setup with several companies. We need Business Accounts in CRM to behave the way Customers do in Sales Orders — a user should only see the business accounts belonging to their own company/branch."Restrict Visibility To" handles Customers and Vendors and works well. Business Accounts have no equivalent, so everyone sees every account and prospect. The real issue is the Business Account selector on Opportunities (CR304000) and Sales Quotes (CR304500): even where the linked customer is restricted, typing the account ID directly into the field still finds and accepts it.What we plan to build, unless something native already covers it: a "Restrict Visibility To" field on the Business Account, defaulted from the user's current branch, carried through to Customer and Vendor on extension and kept in sync, and applied to both the data view and the selector on Opportunities and Sales Quotes so a direct ID entry can't bypass it.Has anyone r

Please provide feedback on the Modern UI if you have issues with it so that Acumatica can focus on improvements to it.  Acumatica AI will pick up your feedback for them to focus on improving it prior to the 26R2 release when the classic UI goes away.

In continuation with the below article, the current article explains how the same can be done in 23R1 and the difference between 22R2 and 23R1. Like in 22R2, in 23R1 there are out of box import scenarios for Template Item(Import Template Items), Matrix Item (Import Matrix Items). The Edit Template ID checkbox in the Item Class form which enabled the Template Item ID field in the Stock/Non-stock form is removed.  The Is a Kit checkbox is enabled in the Matrix Item which allows the Matrix Item to be created as a Product Kit. Check    All the above is done out of the box. Now to make the Template ID field editable in the Matrix item screen, the user has to publish the attached customization(“ImportMatrixItems2023R100.zip”) to this article. This customization package must be used only with 2023R1 and above.  There is a customization package for users who do not have commerce module as well. Check the attachment: “ERPImportMatrixItems2023R1002.zip” For 22R2, check    If the selected Templ

Hello. Is it possible to create the Active directory user via API or Import scenario. The import doesn't create the user, even though it completes the import. Failing on the API side as well - I can create the native user but not API

Hi,When the system was implemented, existing assets were brought on & brought forward depreciation, it looks like a number of assets are trying to post the depreciation back to origin inception which predates the system.This depreciation all needs to be posted in June 2026, how can I force this into June 2026?  

Since the upgrade to 2026R1, if you view the ERP via http (some functionality isn’t available in the app, such as SO copying, etc), the decimal is now missing (used to show up next to the zero) from the numeric keyboard to enter cents into the field.  This makes the web interface difficult for any currency transactions the aren’t whole numbers.  There is a workaround in that you can enter a number into the field and when you leave the field it will add the decimalization to the whole number (.00) (to make 1 into 1.00) and then you can use your finger to go back into it to edit the cents and/or remove the whole number.  Hoping this is fixed in an update! 

Hello Acumatica,Hide the rows and columns in the Matrix Item grid when there are no corresponding inventory variants or all matrix cells are empty.If a row or column has no valid Attribute values, I want it to be hidden instead of being displayed with empty cells.Any guidance or sample implementation would be greatly appreciated. Thank you!

Hi All, this question relates to our customisation and business events, so not sure if it already covered in general topic, but it is then happy for one of you to direct me there.Now in our setup of 2023R1 (I know its old and we are planning to upgrade) we have added a custom field to the customer screen.  Based on the value of this custom field couple of business event gets fired up in the back ground that updates the Payment methods on the customer with certain logic.  Our problem is related to ARDD payment method where in-consistently on a small number of customers these ARDD payment methods are not linking to the customer even when the business even has run and finished.I have been going back and forth with MYOB Support for months and now the final gist that we are being told is that we should not use business events but instead get MYOB Support to customise the same via code which is more reliable.  Is this true?  For something that has been working flawlessly for 3 years, now is

Hi community,Does anyone know what access rights allow for a role to log into the site under Maintenance Mode? I know it says only system administrators can log in. If I copy and paste the System Administrator role in Acumatica to a new role, can that new role log in under Maintenance Mode? If not, is it possible to be changed? I am looking for a role that has almost everything the System Admin has; however, I want the role to be able to login under Maintenance Mode.Thanks,RJ