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Hi All, I have a scenario where GL journals have to be exported and imported in another ERP system. after the export we would like to mark these lines as being imported so they can be obvious on a GI. I can’t work out how to get the import scenario work using the same key module, batchnumber and line numbers. any hint would be much appreciated. What am I missing here ? error is not telling me muchThank you 

Using an instance of 25.200.0020 (clean install), I need to customise screen AP303000 to add some fields (specifically AddressLine3), but on opening the Modern UI Editor from the Customization Project Editor for that screen, I get the error message: In HTML extension “C:\..\FrontendSources\screen\src\screens\AP303000\extensions\AP303000_PersonalDataPrivacy.html” for screen ‘AP303000’ child node ‘QP-FIELDSET’ has AFTER attribute with ‘#groupAccountAddress’ but screen HTML doesn’t contain any elements that satisfies such querySelector.I can work around this locally by renaming the source files AP303000_PersonalDataPrivacy.html and .ts (adding a suffix of .x). But I’m concerned that the same hack won’t be possible in production. 

Users should be able to: Hover over text Select words or sentences Capture selected text for mapping to field Currently: The PDF loads successfully using PDF.js But it behaves like a static image Text hover/selection is not properly aligned or does not work correctly

Hi, I am trying to update the numbering sequence for the Projects screen, but I am running into the error shown below.  Here is what Segment 1 looks like. Is there anything that jumps out at you to justify why the above error was complaining about the format? Also, if I was to make a change to any of the attributes in the segment grid, I get the error that is shown below. Does this mean that I can’t make changes to this without making changes to the children first? 

In all the Sales Profitability Reports there are two flags to choose: Released Transactions Only and Completed Transactions Only.Released Transactions Only is easy to understand as it will display only released invoices or all invoices regardless they are released.My question is about Completed Transactions Only. What does actually mean completed transactions? I thought it was closed invoices but, based on the testing I did, it does not seem it is that.  

Has anyone built out a Toast Integration in the marketplace?

Hi,  I am adding a pop up note in one of the customer.  Should this pop up note can also be displayed when creating project?Currently it does not show the pop up note and wondering if this is just normal not showing up in creating project.  Thanks 

Had a subcontract that was of closed status with a remaining unbilled amount of >15k (this went back to the variance amount at the time of closing. A user then did a Change Order with the remaining variance that was left on the cost code at the time (around $600) to reopen the Subcontract.When the Change Order was created the Subcontract went to status over budget immediately and the cost code budget went to -15k. As the unbilled amount value returned to the Subcontract from the cost code. Is this expected behaviour? How do I fix this? All buttons as admin are now disabled on the Subcontract and the subcontract does not display when trying to do a Change Order if we were to try fix it this way. 

At summit I seen a few cool examples of people using business scenarios/recurring tasks for month end checklists etc. I am not finding a lot of guidance on the web or in the documentation.Anyone have good examples and/or a good place to go learn more?Anyone using these for sop’s?Screens WZ201000/WZ202000.   

Has anyone successfully used the AI Assistant in 26R1 beta? I obtained a license key for it and am able to access the assistant, but when I ask it questions it just spins. Things I tried:Opened browser console and found this error: Warning: No client method with the name 'usermessagesent' found.Cleared browser cache.Exposed a GI to AI Assistant, then located AI Assistant Data Processing screen (ML503010) to process it. Got the error in screenshot below. Is AI Assistant not intended to work in beta version?  

The prepare tax button and process/release was done mid month on accident. Now our GL is off and our generated AP bills are incorrect. Not capturing the second half of the month. The only solution I can come up with is creating a manual AP bill to pull the rest of the sales tax due in, but is there any other way to reverse what has happenned in order to just start over? Is there a way to capture the remaining tax due for October besides a manual AP bill? What would the ramifications be of creating an additional AP bill to pull in the rest of the sales tax due? How does that transmit into next months Sales Tax Prep in ACM? Does it mess anything up if our generated Tax due in ACM does not match what we actually file and pay?Thanks for any help!

Hi, I’m trying to create a current time with =Now() and =NowUTC() for the UK time zone but GI gives me the same result for both functions. system not calculate daylight savings.I ran the GI at 11.40 am local time but GI gave 10.40 am for both =Now() and =NowUTC(). Please help to fix this.Thank you.Desh

Hi Community,I created a custom Acumatica screen, and I wanted to restrict users from deleting records.However, in my custom screen, the Delete action was not listed, so I couldn’t control it through access rights.

Hey everyone! 👋Quick question — what's the exact navigation path to access the tool Customization Project Editor in Acumatica?For context, I need to open and edit my customization projects, manage access rights, generic inquiries, and other project components.Could someone share the step-by-step menu navigation?Thanks in advance! 🙏

Hello Experts, I am unbale to figure out how to view the total number of production order with ageing category. I Tried creating GI but still facing problem how to group .Please let me know where am i missing .So my output result should look like:- 

Dear All,We are following the consigned inventory process in this articlehttps://www.acumatica.com/blog/how-to-implement-consigned-inventory-part-1/ the default setting for the transfer receipt is transferred type 2-step, which means we have to create a Purchase Receipt for that transaction.is it possible to change it to 1-step? It means skip the step creating Purchase Receipt and auto release transferThanks in advance.Yên Chi

We are experiencing issues with push notifications firing successfully but not being received on the mobile app. This was first identified when our clients wanted to enable multi-factor authentication, and upon investigating, we found that in our demo environment we could successfully create notifications but we didn’t receive them either. Here is a test notification I created that fires successfully, but no notification is received. We tested with multiple mobile devices, all with the notifications turned on for the Acumatica app, but nothing is received and the system shows no errors??   

I’m trying to pull in the date and time a Sales Order was created for some metrics for my shipping department.  They have a cutoff time, where and order entered before the cut off time should be shipped same day.  When I look at the SOOrder table, it looks like I should be able to use SOORder.CreatedDateTime, but in the GI, I only see the date, not the time.  Is there a way to make the time exposed.  And maybe even better, a way to split the date and time?

I recently created a pivot table off a GI that shows unit inventory and sales. The inventory piece is a bit challenging in that the Qty Available is correct, but on some lines it’s showing up as two separate numbers - always double what the actual available amount is.I’ve checked the GI and it shows the correct value, so I’m wondering why it’s doubling in the pivot table.not all records are like this. only a few. see below. Is there something wrong with the inquiry or is this a bug in the system?thanks!Joseph

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share Congratulations to our 2026 Acumatica MVPs!The Acumatica Community is filled with customers, partners, and creators who are just as passionate about ensuring our ecosystem thrives as we are. Our Community members go the extra mile to serve each other, and one

Tags have gone missing and ticket opened with Gainsight. This post will be updated when issue has been resolved.

Hello morning guys,Is there a way to configure the access right by screen by disabling the delete button in header document and enabling the delete button in the line document? Is that possible?The screen ID is CA304000.Thank you in advance.  

Issue Description: We have locked down the Stock Item screen to prevent users from adding/modifying vendors on inventory items. However, we've discovered that users can bypass this restriction through the Purchase Order workflow:User creates a PO with a Stock Item and adds a vendor that isn't currently associated with that item When the PO is received, the system automatically adds the vendor to the Stock Item's vendor list This circumvents our intended security controls on Stock Item vendor managementCurrent Setup:Stock Item screen access is properly restricted for regular users Users have appropriate rights to create and receive POs This appears to be happening during the standard PO receipt processQuestion: What's the recommended approach to prevent vendors from being automatically added to Stock Items during PO receipt when users don't have dir

In 25R2, I have exposed custom generic inquiries via OData, set up a connected application, and can call the OData endpoints from Postman.  I handed-off the initial collection to our MS dev lead so that he could wire them into a custom application.  He is attempting to generate T4 templates against the v3 metadata using a VS extension tool, but the metadata is not well-formed according to the schema referenced.  First, all of the standard GIs exposed via OData have naming validation errors with dashes or spaces in the names, so I removed the OData checkbox and republished them.  Second, it appears that Acumatica does not add Nullable="false" to the fields in the Keys sections, no matter what the underlying field definition is, and thus there is a generation error for every key field indicating “All parts of the key must be non-nullable.”.  So, he is downloading the metadata file, scripting the addition of the attribute to every key field and then generating against the

Hello, is there a way to change the Shipping destination Type under Requests? Currently it seems to default to Branch, we’d like it to default to Warehouse. Is this possible?” Thank You!