Discussion Forums

I cannot seem to resolve the error ‘The Submit button is disabled’.If the Submit action is removed, the time card Save creates and saves the time card as expected.I have tried many options in the scenario to continue to Submit without any luck (different flags, different Submit action, etc.). Any suggestions on how to resolve? Attaching the XML also. 

We noticed that in some situations while working in Modern UI, uploading files (for example receipts/attachments) can take a long time and sometimes the screen may freeze during the process.A suggested workaround in such cases, as recommended by the Acumatica support team, is to switch the screen to Classic UI, where the file upload process works smoothly without freezing.However, most implementations today recommend Modern UI for clients, and asking users to switch between Modern UI and Classic UI for certain screens every time they perform an action may not be very convenient. From the client’s perspective, repeatedly changing the UI can feel uncomfortable and disrupt the user experience.I wanted to understand from the community: Have others experienced similar behavior in Modern UI while uploading attachments/receipts? Are the

Hi Acumatica Community,We have a standard report for Audit TrailBut as we observed, you can track the changes of audit trail by selecting Screen ID (1 Screen ID at a time).Is there a consolidated report for all screen that I can check the for all documents and its movement?Thank you!

When passing payment information from Shopify to Acumatica via the connector, by default the ‘id’ is pushed to the Payment Ref field on the prepayment record.I need to pass our internal payment ID to the Payment Ref field.As you can see in the transaction example data below, the payment ID 12345678910aa is held in the ‘receipt’ as well as the payment ID. The issue is, only receipt is accessible from the dropdown of data options in Acumatica.I’ve created this mapping using a formula to strip the extra characters from the receipt data:      "receipt": {        "payment_id": "12345678910aa"      },Using this formula:=IsNull(    Trim(        Replace(            Replace(                Replace(                    Replace(                        [OrderTransaction.Receipt],                        '{',

Hi,I have a requirement print multiple shipments at once. For that I am using Process Shipment Screen; however, when I select multiple shipments and process, the system will provide a preview and I have to view one by one and click on the Print. Is there an option I can print shipments without reviewing one by One.Thanks!

Hey, Gang - running into an odd result when creating an access role.  I need to have the Stock Items screen ONLY display the CROSS REFERENCE tab.  As it stands, revoking everything but the Cross Reference tab and a handful of other fields somehow still allows the GENERAL and RELATED ITEMS tabs to be visible - I ONLY want the Cross Reference tab.  Here’s what I didCreated a new role (IN X REF) and only gave access rights to the Stock Items screen in Inventory Next, I gave let the Cross-Reference container inherit the rights of the screen and gave the Inventory Item container the Delete access (this could easily have been View Only, but I had already tested that).

I’m trying to figure out why Acumatica changed the ShipAddressID on an order and what that means. I don’t see any visible changes to the order, nor can I figure out what these numbers mean. It did however remove the salesperson ID from the order lines.  

I am trying to figure out how to remove this filter when one of my users goes into Project Budget Forecasting. I no longer see a way to set a screen default filter in the new version unlike in the old version. This filter is set in the sidebar and in the Project Budget Forecast screen.   

Hi all,I’m trying to write a generic inquiry to calculate the total purchase $ for an item by warehouse by period. My first thoughts were to go at it using INTran and just check the Tran Type. Is this the correct route or is there a better source? Also, what transaction types do I need to check for in order to ensure i’m aggregating ONLY vendor purchase $?thank you!Joseph

Hi AllHow do I setup wireless thermal label printing from the Mobile App? Will I also need Device Hub? If so, how do I setup Device Hub on the Mobile App.

Is there a way in the MFG BOM to have the Component flagged to only pull from Lot number?In other ERP systems ( like GP) , there is a single lot feature. Goal is have MRP understand that our component can only be consumed from one lot.  

Until two weeks ago my integration was working. But for the last two weeks (since March 7th, 2026) I can't make it succeed no more.For context:I'm also downloading many other tables. Sometimes we get 5xx but with retries is enough. For many other integrations (other clients) things are working fine.The problem:As I need to download all the Journals, I'm applying this strategy:I define a date range to $filter: 30 days. Within that range, I paginate with $top=1000 + $skip to fetch all the journals in the period. Then I choose the previous period and repeat (moving backwards until there are no previous journals).I could retrieve a couple of pages, then I started getting timeouts from my side after waiting 10 minutes for a request to finish. Even retrying 5 times. No success. Example request:HTTP Request: GET my.acumati

Hello Team, I am getting error while order creation sending with payment details via api.Request- Description:While creating a Sales Order with payment via API, the system throws an error during AR Payment creation. The payment is being passed in the payload, including Cash Account and Payment Method, but the system is not recognizing the Cash Account and fails validation.Error Message:Inserting 'AR Payment' record raised at least one error. Please review the errors.CashAccountID: 'Cash Account' cannot be empty.Steps to Reproduce: Create a Sales Order via API. Include Payment details in the request (PaymentMethod = CASH, CashAccount = 10250). Submit the request.  

Hi Team,We have modified the Postal Code field using CacheAttached to make it a selector, and it is working fine in Classic UI.However, in Modern UI it is still behaving like a normal text field.In the TS file, I added:@controlConfig({ allowEdit: true })PostalCode: PXFieldState<PXFieldOptions.CommitChanges>;But the selector is not getting applied.Could someone help how to convert Modern UI to support selector fields?Classic UI Thanks In advance!

We are excited to announce that we are entering Managed Availability for our Modern Customer Portal initiative! We are looking for early adopters to explore the new features in a sandbox environment beginning with 2025 R2.The steps to sign up are listed below and are also available in the Managed Availability program details.If you would like an overview of the Modern Portal, please refer to the link below:2025 R2 Release Notes – Modern Customer Portal starts on page 139 The 2026 Acumatica Summit Customer Portal Presentation is attached to this post

Hi Acumatica Community,In Acumatica, when we create a Sales Orders with a customer exceeds in their credit limit. There’s a warning sign.Once we remove hold, the status will become Credit HoldWith this Set up (Customer Profile and Order Types) Our requirement is to restrict the saving of Sales Orders when the Customer is already exceeding in credit limit.Is that possible?Thank you!

Hi, In GST Pending Recognition report below, there is an Unrecognized Tax Total. This is a standard report in Acumatica.How do I get the 2 headers  (Taxable Amt and Tax Amt) total just like how Unrecognized Tax Total is? Based on the screenshot below, it totals per Tax ID (i.e., G1SALESINCGST).I’ve tried using formulas such as =Sum(Max([SVATConversionHistExt.TaxAmt])) but that doesn’t work. It gives me wrong totals. I’ve tried variables too - doesn’t work either.  

Hi,Has anyone created a custom ACH-type export scenario for an international bank payment file?We have received a client requirement for a new ACH-type custom export scenario for BNZ bank's international payment file.I've attached the bank payment file guide for your reference. If anyone has experience or has created a similar custom export scenario, please let me know.Thanks 

Hi All,When providing service, technicians must answer a set of questions regarding the equipment's condition or the service provided.Once completed, the answers will be sent to the customer as a reportI have seen some posts about the Acumatica Survey. However, this feature has been built like a form, that will be sent out to collect feedback and it doesn't work for people using Field Service.So I question how the other companies are using the Field Service Feature facing this issue.Are there any solutions for the Field Service Survey? because this is not a special business process.Best regards,Yên Chi 

Has anyone successfully configured a ShipStation connection with 25R2?  I imported the customization package, entered the configuration in Acumatica, then created a store in ShipStation. I received the message that the connection was successful, but no shipments are imported even for a manual refresh.  In fact, I don’t even see login activity in the request profiler.  The account information and credentials are correct, and I can hit the web service endpoint from Postman to receive shipment details for the date range.  I am working with ShipStation Support, but response time is slow with little helpful information provided.  I’m aware of the currency rate issue that can break the connection attempt from ShipStation if not configured, so that’s not the issue.  I don’t know if it’s a design flaw or a bug, but if you attempt to edit the connection details after setting up a successful connection, the screen is blank.  I’ve repopulated it many times and each time it comes back blank.

Hello,I was wondering if anyone knows if there is a resolution for this issue:The following error appears when attempting to create a shipment for an order for which the Sched. Shipment date is greater than the current date.This would be considered a bug to us, as there is no reason you should be prevented from shipping an order earlier than requested.This is a required field that is pre-populated from the SO Requested On field, and results in an additional unnecessary and confusing step of manually altering the scheduled shipment date to the current day before creating the shipment.We are shipping non-stock items, back order allowed, allow negative quantity, but that should not matter.I know this was previously a known issue but we are using 2023 R1 where it was supposedly resolved years ago 

Hello everyone,We recently upgraded to 2025 R2 and one of our Import Scenarios is now throwing errors.  Here is the main one:  The Import Scenario is Deleting the Salesperson from each location in preparation for adding the new person in a second scenario.I went to the Customer and every aspect is filled out correctly.  Nothing in the error message is empty for the Customer.  Do we need to add all of those fields now to each Import Scenario???  I have attached the file to this post.  

Hello,I have a user that works hand in hand with our Marketing Manager. She currently has a delegate mailbox of his. Most of the marketing leads come in through his inbox, not hers. While he has the plug in, it is her responsibility to create the leads. Can the plugin work on delegate mailboxes? Say an email comes in to his mailbox, she sees it, can she create a lead using the app? Currently if she tries, the app doesn’t show up.Also, a lot of these emails come in with a list of recipients. Can more recipients be pulled in than just the email author? So, if an email comes in from ABC company, can the author, Mark be pulled in as a lead as well as Judy who was CC’d. Or will Judy have to be done manually? Thank you,Brent  

We plan on using the Time and Material billing rule in the near future for our Cost+ projects. We already set up everything (billing rule, rate tables, etc.). After doing some testing, I find it takes a lot of time to create a pro forma invoice.My question is : Do you have any tips to make it more efficient, since we expect a very high volume of transactions? (+/- 500 cost transactions per pro forma invoice)In the “Time and material” tab of the pro forma, is there any way to select multiple lines at once? (either to delete them or to change their statut to “write-off”?)   I notice that we can “Export to Excel” the transactions from the “Time and material” tab of the proforma. I was hoping we could extract the datas in Excel and upload it back after making some changes (for exa

We are trying to import the PI inventory counts from excel and receiving an error.  Steps takenExport the list with the Excel button. Enter the Physical Quantities in the the column for Physical Quantities in the excel.  Save excel and click upload.  There is only the one column to update.  Expected this to be “easy”Dont know how to find the Trace in the error message to try to identify the error.