Discussion Forums

Our client is using Filters on the Inventory Planning Display in 24R2.  While testing for 25R2, I noticed the option to setup filters is gone.  This is a critical piece for our client.  Is there a work around that I am missing?  The client has many users of this screen that need standard filters to review the results.Has anyone else noticed or experienced this issue?

Hello,we have a multi company & multi branch setup. How can 1 setup the warehouse & location for the items being undergoing intercompany transactions across branches & companies as we only have the option to set a single default WH & Loc.

Hi all,I am trying to reverse an AR application, but I am unable to reallocate the document after the reversal.Current situation:Credit Memo 325697 is currently applied incorrectly. Credit Memo 325697 should be applied to Debit Memo 325701. Credit Memo 325704 should be applied to Invoice 324801.However, when I reverse the application on Credit Memo 325697, the document status changes from Closed to Open as expected. Despite this, the previously applied invoice remains linked, and I am unable to remove the application and reapply the credit memo to Debit Memo 325701.Has anyone encountered this issue before? Is there an additional step required to fully reverse the application and allow the credit memo to be applied to a different document?Please advise.Thank you.

I am working through the Developer course program, and somewhere along the line i had messed up work i did in T210 while working through T220. I couldnt figure out the problem after many hours, and decided it best to just start over with a fresh T220 install using the Acumatica ERP Configuration tool. It doesnt seem to have worked properly. With a fresh install, when trying to click the Services and Prices, it says‘ Error: A site map node with the screen ID RS203000 does not exist. Maybe it was moved or removed.’ But i can manually change the url to go directly to the screen. My Site Map has RS203000 on it. Its a screen in my customization project browser. Its included on the Site Map of the customization project. Its included in the Access Rights.  Any guidance would be appreciated

I have an advanced customization product which is causing unexpected behavior with the REST API. There are currently two cases reported of such behavior:Environment: 25 R1, multi-nodeSymptom: when using OAuth 2.0 with Resource Owner Password Credentials, after a successful authentication returns <script>window.open("/Main","_top");</script> on the first request and a blank 200 on subsequent requests. API requests not using OAuth 2.0 (just authenticating with user / password work fine). Behavior cannot be reproduced locally (with client’s data and customizations) or in the client’s Acumatica-provisioned sandbox. Client is working around the issue by only publishing my customization on the main node and sending API requests to the processing node.   Environment: 25 R2 (modern UI)Symptom: when logging into the connected instance through the Jigx app with OAuth 2.0 with Authorization Code, the client receives an error from the Jigx app indicating they are unable to sign in. Beh

Hi ,I have an expense which affects multiple projects. Can I enter one AP bill affecting multiple projects ? Thanks,Dulanjana 

In this example, the attached customization adds HTML field to the projects screen, where AI Studio analyzes the project cost and revenue budgets and generates a report, populating the HTML field.This can be applied to 26R1. -XML for AI Studio prompt is attached with the name PROJRECOM (3).xml  , please remember to change your AI Connection setting after importing the xml file as shown in the screenshot below  -Import Customization package to add the HTML field to the projects screen ProjectRecommendationAIReport (4).zipResult should be similar to the example below This customization is not maintained by Acumatica. It has been developed solely for demonstration purposes to illustrate how AI Studio can be used.    

After upgrading to 26R1, I’m now getting this new Exception (didn’t happen in 24R1):"A PXGraphExtension instance has been passed as a query parameter to the Select method."This happens on a Select using the POLine object: public class POMaintExtension : PXGraphExtension<POOrderEntry>    {        public SelectFrom<POLine>              .Where<POLine.orderNbr.IsEqual<             POOrder.orderNbr.FromCurrent>>            .View POLineView;        private void DeviceHubPrint()        {            foreach (object objPOL in POLineView.SelectMain(this)) //throw Exception...Question: did something change with POLine causing this new behavior?

With the latest update, Projects can now be marked as Active, Completed or Closed. When a project is marked Closed, I am unable to get the project transaction details. That box is now greyed out. Yes, I could click around for each line and get it, but a lot of my PMs like to refer back to closed jobs to see some of the details. Has anyone found a work around to this? Is anyone else frustrated? 

Hello, We are having customers report that invoices that are emailed out of Acumatica are being received more than once. We click the email button only once, the activity shows one email sent on the invoice page, the All Emails page shows the invoice only sent once, but then our Postmark Server Log shows it processed one second apart.What could be causing this? We restarted our server last week hoping the reset would alleviate the issue, but it did not. ​

Hi there, I have received a PO and now want to do the putaway but it keeps giving me this error:Put Away mode in use.Error: Inserting  'Receipt' record raised at least one error. Please review the errors.Document is out of balance.Scan the destination location. Im assuming this is because i havent been prompted to enter the quantity that i am putting away.Is there a setting i am missing?  

 IssueI am unable to find a field in the ecommerce Sales Order export mapping that indicates that an order has been paid via check on a related invoice. BackgroundWe work with government agencies across the nation, allowing them to pay via Purchase Orders, where we invoice them at Net 30 terms.We have set up a manual payment method on Shopify called 'Purchase Orders.' This method is configured in our e-commerce store settings in Acumatica but is not active. If we activate this manual payment method, orders will be marked as 'Paid' on Shopify, which can mislead some customers into thinking they owe nothing. This also adds a prepayment to the order, causing Acumatica to show all invoices as paid, resulting in no invoices being sent to customers. Consequently, we do not receive payment.To pay these orders, most customers send in a check, which we then apply to invoices in Acumatica. This payment information is not exported to Shopify, so even after the order is paid, it still shows as 'Pa

How can I get value from EPEmployee for POOrder? I tried to join them by EmployeeID for POOrder and AcctCD for EPEmployee but got error that EmployeeID does not exist in POOrder. How should I join them?

Below are the customization packages for the Surcharge customization. This customization allows you to apply credit card surcharges to invoices and sales orders in Acumatica, helping you recover processing fees with ease while staying compliant with regulations.  NOTES  The customization only works with Acumatica Payments; no other payment providers are supported.      Reference the Surcharge Customization User Guide for the setup procedures. 

We have 25R2 and when we create a vendor shipment for a Production Order, if material is not in OI-WIP at that time, the material shows 0 on the Material Move of the Production Order once the vendor shipment is confirmed even though we transfer the material from a bin location to OI-WIP prior to confirming the vendor shipment.We now have about 5 vendor shipments that show On Hold, yet the Production Orders are completed.  Material is NOT being taken out of inventory even though the vendor shipment does have the quantities shipped on them.Has anyone else had this issue?  If so, do you know a fix?

Hi community!Does anyone know of a package, or a bundle of advanced Acumatica reports available to the community members or for sale by a partner? Outside of the out-of-box ARM reports and generic inquiries.Thanks! 

When a user creates a Journal Voucher to reclassify an AP Bill (APB) and an AP Prepayment (APPR), they enter the correct Project and Project Task for both documents.However, after the Journal Voucher is released: The AP Bill retains the correct Project information. The AP Prepayment shows Project = “X – Non-Project” in the Financial tab. Why does the system ignore the Project information for the Prepayment while the Bill behaves as expected?

Issues is a standard GI for Acumatica.  When a Customer SO is shipped, Acumatica posted the COGS side of the equation.  The customer is known as the customer shipment generates the transaction, therefore one would presume the customer field would populate on the GI.  We are running MRP, so the Prod Order is produced, moved to FG and then shipped from inventory.Am i missing something somewhere?cch 

Our team picks 12 orders at a time using the mobile scanners and pick lists.  When multiple orders in a pick list (wave picking) have multiples of the same item, picking directs them to pick one per tote until complete.Example: totes A, B & C each get two of the same white shirts.  A picker will be directed to put one unit in tote A, one in tote B, one in tote C, then another in A, another in B and another in C.Is it possible to change it so that they are directed to put two in A, two in B and then two in C?

Our team is currently in the middle of an implementation of Acumatica 2025R1. We have the manufacturing module.  With our existing process, we would make a production order for 100 parts with an outside process operation. We might only have a portion of the parts ready for outside processing, and would make a PO for those parts and send them for outside processing. Later, we may send another portion from the same production order on another purchase order, etc., until all parts have been sent for outside processing. The parts from the earlier PO might return before the other parts, and we would start working on the next operation for those quantities.  Is there a way to achieve this process in Acumatica? We want to be able to track the costs from the purchase orders on the production order and track the quantities sent to the vendor, including how many have been returned and how many are waiting to go.

I am trying to update the default salesperson on a list of customer.  I did visit a few answers where someone showed an example and I created it based on that.  I tried to just run one line and I am getting an error message.  I tried a few different things but it’s still erroring out without giving me much guidance to what the issue its.    

This has floated around a bit over the years.  You install Acumatica on a local instance, and you include RabbitMQ.  Installation goes ok, or so it seems. However, when you try to access your local site, you get that dreaded message that RabbitMQ failed to load.  Or maybe after some updates on your system, it stops working.  What can you do?  Well, the simple “fix” is to comment it out in web.config, but there’s a catch!I was helping a colleague today with business events, and RabbitMQ being commented out (because it failed to load, and we took the easy route of web.config months ago) resulted in an error that MSMQ was not installed.  Sure enough, we don’t enable it as a feature on our local machines.  RabbitMQ was running as a service but failing with error when trying to access the website.  In this case, we uninstalled ERL and RabbitMQ, rebooted, deleted the last of the ERL(something) folder in Program Files.  Then using the extracted files of the installer package from the same bui

We need your help with a specific payment process on Acumatica. Here is our scenario:An employee hires a worker and pays them on behalf of the company. Later, the employee submits the documents and bills to the company to get a reimbursement (get their money back).Our desired process is: The company receives the bill from the employee. We create a Bill in Acumatica where the Vendor is the worker, and we apply withholding tax. We pay the full amount to the employee, but the withholding tax must be recorded under the worker. We tried using the Joint Payee feature on the Bill, but it did not work. It does not allow us to pay the full amount to the employee while keeping the withholding tax history for the worker.Is there any way to handle this payment process in Acumatica?

We are experiencing an issue with the bank feed for the USD15 account in Acumatica. The feed is connected successfully; however, no transactions are being retrieved for April 2026. In some cases, the system only pulls recent transactions (e.g., from the previous day), but not from the beginning of the month. ImpactIssue affects 4 Bank of America accounts under the USD15 feedOther bank feeds (e.g., Amex) are functioning as expectedClient is currently forced to manually upload transactions, impacting operational efficiency Observed Behavior Bank feed returns no transactions for April 2026, despite confirmed activity in the bank accountAfter reconnecting, only partial/recent data is retrievedOther feeds (e.g., Amex) are working correctly Troubleshooting Performed Disconnected and reconnected the bank feedVerified bank login credentials directly via the bank’s platformRetried transaction retrieval after reconnectionTested in test mode – same behaviour observed (no transactions returned)Att

Hi, I have written the logic to expose a UDF (UsrMACFWarehouse) on the Companies and Branches screen which works on my local site running via Modern UI, however once I export the customization package and import to my production site, the fields are not exposed but the project builds correctly.Can you please check the attached project on what could be the issue?