Discussion Forums

Build 25.101.0153.11 We run the native Amazon Connector (BC201020) with the Non-Order Fees entity active, importing Amazon's non-order-related fees as cash transactions on CA304000. That synchronization stopped returning data at the end of August 2026 and has not recovered. The timing lines up with Amazon's removal of the Finances API v0 operations listFinancialEvents, listFinancialEventsByGroupId and listFinancialEventsByOrderId on August 28, 2026 (deprecated July 21, 2025). The stated replacement is the listTransactions operation in Finances API v2024-06-19. Through our partner, Acumatica support has confirmed that there is currently no workaround other than manually creating the required cash transactions, and that upgrading to 2025 R2 or 2026 R1 does not restore Non-Order Fees synchronization. We were told Engineering is evaluating whether a customization is technically feasible as a temporary measure. A few questions for the community and moderators:1. Is anyone else running the N

My FA team report the different about sub account of Credit Memo and Oriinal Invoice.they using Invoice Correction to generate that Memo. i have  try to identify, and i found that subaccount for the Memo same with  SO Subaccount  for the Original invoice.Is there any configuration that needs to be done so that the Credit memo subaccount is the same as the Original Invoice subaccount? thanks for helping me.

Hi everyone,We’re hitting a small snag with rounding in our setup and would love some advice!Our system is set to 2 decimal places, but a few of our vendors use unit prices with 4 decimals. Because of this, the total amount (ext. cost) gets slightly off when we generate Bills and Receipts compared to the original PO.Here’s what we’re doing right now: Vendor Bill: We can manually tweak the total so it matches the vendor's invoice fine. Receipt: It pulls the total directly from the PO and won't let us edit it. This leaves us with a small inventory value difference. Has anyone run into this before? What's the best way or workarounds to fix or balance this out on the Receipt side?Thanks in advance for any tips!

I’m trying to log in with my user (or any user) but I keep getting “Invalid credentials. Please try again.” message.  I reset the password to “setup” in the Users SQL table but that doesn’t help.I even tried clicking “Forgot your credentials?” and filled out the form giving me: “An email with further instructions will be sent to this address if it matches an existing user. If you don't receive the email within a few minutes, try again or contact your system administrator.”No email is sent. How can I set the password and log in?

I'm working on a customization that propagates a parent production order strain to the finished-good lot's STRAIN attribute when a Move transaction is released. The data is being written correctly, but the Lot/Serial Details popup (IN209600) doesn't reflect it visually. I'd appreciate guidance on the correct write path. I also want to flag a secondary issue with Business Event polling in this tenant. Environment Acumatica version: 26.100.0175.1 Tenant: Village Farms Development Customization Project: StrainPropagation (Level 20) Custom class: MoveStrainPropagationExt - a PXGraphExtension<MoveEntry> overriding the Release action Background on approach (why code instead of a Business Event) The original plan was to implement this as a no-code Business Event + Generic Inquiry + Import Scenario. However, Business Event polling has been unreliable in this tenant - BEs configured against a GI filtering AMBatch / AMMTran (released by-product and final-move events) did not fire consist

 We are using the Acumatica 2026 R1 contract-based REST API (25.200.001) to create Stock Items and configure warehouse-specific Inventory Planning settings.Our goal is to create a stock item with two warehouses configured as follows:Warehouse Source Source Warehouse A001 Manufacturing   B004 Transfer A001 The stock item uses the MRP planning method.BackgroundInitially, we attempted to create both warehouse records through StockItem.WarehouseDetails. However, the replenishment source values were being inherited or overwritten, resulting in both warehouses having the same source.We subsequently moved to the dedicated ItemWarehouse REST entity (IN204500 / INItemSiteMaint), using separate PUT requests for each warehouse.We also determined that, for MRP items, the standard ReplenishmentSource and ReplenishmentWarehouse fields do not appear to control the Inventory Planning settings correctly. Instead, the manufacturing-specific fields and their individual override flags must

We are using the  native Amazon Connector (BC201020), importing seller-fulfilled orders.I originally set up an item as a stock item and added its ASIN as an Alternate ID (Global type) on the Cross-Reference tab. We later decided the item should be a non-stock item instead. I created the non-stock item, removed the cross-reference row from the stock item (and saved), and added the same ASIN as a Global cross-reference on the non-stock item.When the Amazon Connector imports an order containing that ASIN, it errors out saying the cross-reference exists on two items — both the original stock item and the new non-stock item.**What I've checked:**- Reopened the stock item (IN202500) — the cross-reference row is not visible on the Cross-Reference tab.- The non-stock item (IN202000) shows exactly one row for the ASIN, Alternate Type = Global.- Only one UOM row exists per item; no duplicates within either item.**Questions:**1. Is there a place other than the item's Cross-Reference tab (e.g., a

Hi everyone,The Dashboard Reference is now available for 2026 R2:Acumatica Dashboard Reference (2026 R2): https://beacon.acumatica.com/reader/shared/bffd1312-b73c-4159-82e0-6d180c4a026e/rootIt covers all 70 predefined dashboards in 2026 R2, 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.What changed since 2026 R1:Management now has a Modern UI version. AM-Production Meeting replaces the two project widgets with Active Project Production Orders and Project Production Orders by Status, both based on production orders. More dashboards now open in the Modern UI from the menu, including AP Clerk, AR Clerk, Controller and the main Manufacturing and Payroll dashboards. AP Clerk, AR Clerk and Controller also have separate Classic UI entries now (DBAP0001, DBAR0001, DBCA0001). These are listed on each dashboard's page.The 2026 R1 version is still available in the original topic: Communi

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