Discussion Forums

Hi there everyone,Our company recently upgraded to 26R1, we noticed a few bugs here and there, but one that seems to be prevalent is an issue with the autocomplete box.  For example, when typing in an item into the Sales Order screen, typically a box automatically comes down, giving you different autocomplete options to choose from. However, now it is only loading the first 15 rows of that, and then showing only blank rows afterwards.This happens both on the Classic and Modern UI, and it happens for all fields that can be auto completed, like Inventory ID and Customer. Each time it shows the first 15 results, and then the remaining populated rows are blank. If you click on one of the blank rows, something is actually entered in, it looks like the text in the autofill box is just invisible to us. Has anyone else experienced this?

Hi,One user experienced a popup error stating “PXSerialChart is not defined” in the system. This issue is intermittent and occurs inconsistently in different forms. However, once the user clicks OK, the error disappears and the screen continues to work normally. What could be the reason for this? Thanks! 

I was looking through the Acumatica new feature with 26R1 for Excel-Based Financial Reporting with InsightXL. Just wanted to see the experience with this? 

Hello all,I have an import scenario to create SOs from quotes and there are scenarios where the same item might exist in the quote before converting to an SO. Now upon running the import, since Acumatica would find duplicate values (Item IDs), it stops the routine. Any ideas how can I allow the routine to import the duplicate Item IDs in the single order?  Kindly suggest.

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?  

We currently maintain separate Tenants within Acumatica for maintaining different testing environments, i.e., Production, UAT, DEV, etc. At this stage when we need to promote changes we have tested to either preferences, settings, other configuration, and customisation through code, we currently manually redo this in the target Tenant, thereby migrating the changes.Unfortunately, this obviously raises the risk of human mistake i.e., missing something, making wrong changes, etc and takes much longer than some other platforms I’ve worked with i.e., Salesforce where we could promote changes either via automated tooling like change-sets or a full CI/ CD pipeline connected to a repo.Does anyone know of a much better method for promoting changes between tenants, because from what I understand migrating via published customisation projects, or via setting only snapshots doesn’t cover all settings, etc.Disclaimer - My primary focus is about MYOB Acumatica - so single cloud environment, with li

Hi all,We've open-sourced acumatica-claude-kit, a Claude Code plugin that packages the integration gotchas we've collected building against Acumatica's contract-based REST API and OData Generic Inquiries:https://github.com/hallboys/acumatica-claude-kitWhat's in it:Auth/session traps — why naive clients leak API license seats, License_LoginLimitExceeded, lockout causes, and the session model behind them. Silent failure modes — writes that return HTTP 200 but persist nothing, filters that return empty sets instead of errors, CannotOptimizeException, and how to detect each. GIQL / OData GI pitfalls — the v3-vs-v4 dialect split, datetime/UTC handling, parameterized-GI behavior over OData, empty-result diagnosis. Entity/action naming — the actual names for common contract-API operations (Release, ConfirmShipment, FinishCounting, etc.).Two design points that might interest other teams:Every entry is tagged UNIVERSAL vs TENANT, so platform truths are never mixed up with one instance's configu

Hi Everyone,I have 2 tenants for the same instance and they want to merge into one tenant. same inventory items in both tenants, however due to it being separate locations, they use different base UOM’s. Does anyone have thoughts or ideas on how to handle this? My thought is that the one location will have to conform or do UOM conversions. 

Hi everyone,I need some advice on a tricky situation: We want to add delivery costs as Landed Cost on a PO Receipt so it goes into our inventory value. But our delivery workers are individual contractors. We manage them using Subcontracts to automatically calculate their Personal Income Tax (PIT). Landed Costs usually link to regular AP Bills, not Subcontracts.Has anyone found a smart workaround (maybe using clearing accounts or special setups) to get delivery costs into inventory while still handling Subcontract PIT taxes?I know this is not a standard feature, but I would love to hear your ideas!Thanks a lot!

I am having an issue with project reporting.  Project WIP shows cost in excess of billings of $4,816 and billings to period of $29,669.  The difference is the cost of labor on the $0 invoices.  There are 3 invoices – one for the total revenue of $35,485, 2 for $0 revenue (costs only).  The total billings should be $34,485. Please advise.  Thanks!   

Is it possible to use product configurator in Disassembly production order. I tried to do it but system is not displaying the configurator information to that we have configurator for this item and I am able to create normal Production order with the configurator.  

For those who have upgraded to 26R1 and the Modern UI, how has your experience been so far? Curious whether anyone is seeing any notable: Any performance issues or screen load delays Bugs or regressions UI quirks or navigation challenges Improvements you’ve actually liked Would love to hear how stable things feel across different tenants and industries.

I have a Generic Inquiry that displays shipment information based on the tracking number that is input into a parameter. We have EasyPost integrated into our Acumatica, and we have the Tracking URL as one of the fields in the Generic Inquiry. Is there a way to make the Tracking URL link active in the Generic Inquiry so the user can simply click on the URL and view the tracking information on the EasyPost tracking page? Thank you

Hi,I have a requirement to create PO directly through requsition based on the Business Event. I have used the subscriber as Action and set as follows.I didnt add anything to the field values. However, when there are only one item is there on the requisition the BE got triggered and the PO was created. But when there are multiple lines are there on the Requisition the BE didnt got triggered.What could be the reason. Is there anything I can do for that.

 I have created a Recurring Transaction to create an Invoice for Monthly Rent. I am trying to create an Automation Schedule for this specific recurring transaction but I don’t have any invoices created.   I set the schedule to run today, and the automation schedule appears to have executed successfully. However, it didn't process any documents.I'd appreciate any guidance on what I may have missed in my setup. Thank you in advance for your time! 

We have a need to apply tax at a line item level from Projects when an invoice is created, and then add that to the invoice total.Is that a base functionality of Acumatica Projects or would that require a customization?I am new to using Projects so I am not sure how line item taxing works with Projects and project billing.If it is a base function of Acumatica Project and you know how that works, could you explain in some detail how that occurs?Thank you,Jeff

Dear ALL,I am currently researching the appropriate hardware for using the Pick, Pack, and Ship functionality in Acumatica for warehouse management (WMS).I would like to ask the Acumatica Community for recommendations regarding the barcode scanning devices that are most suitable for this purpose.Specifically:Which barcode scanning devices or handheld mobile computers does Acumatica recommend for Pick, Pack, and Ship? Are there any specific brands and models that are officially supported, recommended, or commonly used with Acumatica WMS? For a warehouse environment where warehouse workers need to walk around and continuously scan items, locations, shipments, boxes, totes, etc., would you recommend a rugged handheld device with a physical scan trigger/pistol grip rather than a standard smartphone-style mobile device? Are devices from Zebra, Honeywell, or Datalogic commonly used with Acumatica WMS? If so, which models have you successfully used? Does Acumatica have any hardware compatibil

Hi Community,In the Tenant’s screen, there is a button to “Change to Test Tenant”. Is there a way to undo this as now both tenants say the status a Test Tenant, and I need to make one of them a Production tenant. Thanks

We are currently on 25R2, still utilizing Classic UI, and have noticed the last couple of weeks that when we create an activity it is not automatically reflecting in the Activity tab. We either have to manually refresh or click to another tab and go back. At first, we thought this was an issue with Edge, as I had no issues when I tested in Firefox or Chrome. However, some users experience issues in Chrome and it works fine for them in Edge. Is anyone else experiencing this, or have suggestions on how this can be fixed? We have already cleared browser histories and caches, reset the Acumatica cache, and restarted the application. Nothing we’ve tried is fixing the inconsistencies. 

Hi Everyone, I noticed a difference in how document amounts are displayed across different screens in Acumatica:  On the Invoices and Memos AR3010PL, both Invoices and Credit Memos display the Amount as a positive number, where the document type determines whether it increases or decreases the balance. However, on the Landed Cost PO3030PL screen, negative values are displayed directly for cost reductions or adjustments. Could someone help clarify why Acumatica designed this differently? Is AR3010PL relying on the DocType to determine the balance impact, while Landed Cost needs negative/signed values to run its allocation logic? Thanks in advance for your insights!

Hi Everyone,I have noticed that users are able to start an appointment more than once even if the previous log is still In process, this is not ideal because the user might end up tapping on the start button more than once thinking his logs aren’t being captured yet there, which causes inaccurate reporting, I have attached a screenshot with an example, in this case the user ended up starting the same appointment twice on the same date without noticing that his log was captured as twice in process and when he completed the appointment the next day, they were both completed at the same time.I don’t know if it’s a bug or there’s a setting I am missing?

Hi TeamIn the Sales Order screen, I have an action button with a refresh Icon and tooltip next to the Cost field in the Classic UI.How can we Convert this to Modern UI? 

I wrote the CLI tool that extracts that configuration into YAML and rebuilds a virgin UAT from the files.https://github.com/kborovik/acumatica-cliPyPI package acumatica-cli, command acu. Requires Python 3.14+.If you have used Terraform: this is the same loop, pointed at an Acumatica tenant instead of cloud resources. Terraform keeps desired infrastructure as files and makes the live account match those files. acu keeps desired company setup as YAML and makes a live tenant match those files. There is no separate Terraform-style state file. The YAML is the source of truth, and diff reads the tenant over the contract REST API.acu extract is closest to terraform import. It pulls a source Acumatica tenant into config/. That step is read-only; nothing writes back.acu apply is terraform apply. It makes a virgin tenant match the files (idempotent keyed PUTs). apply is the only writer.acu diff is terraform plan. It compares the files to the tenant and exits 2 when they diverge.acu run replays b

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

I’ve got an interesting question. I’d like to know if it is possible to copy a specific email address to Purchase Order Notification template, but depending on the stock item in the order. For example, we buy ingredients from vendors, and one of our customers would like to be included in any Purchase Order Email when the ingredients are for her business.  I cannot add her email to the vendor contact information because we may also buy ingredients from these vendors that are intended to be used for another business and received under a different stock item.   I believe I could easily create an automation to send an email directly to her when an order is placed for her items, however she needs to be in the same email thread so that she will get all of the confirmation emails as well.  And since the Purchase Order Notification is not automated through a business event, (because you may want to verify the order before clicking “Email Purchase Order”) I don’t know any other way to add filte