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Thank you for the follow-ups!  To help clarify the issues we are facing, We are running Acumatica 2025 R1 Build 25.101.0153.9.We are a construction company building a weekly cash position report by project. For Cash Received we want to include: 1. Payments applied to invoices (progress billing collections) 2. Unapplied payments such as owner deposits and advance payments 3. Retainage releases when collectedWe do NOT want credit memos or write-offs — only actual cash receipts.Based on this, should we use Inner or Left join between ARPayment and ARAdjust? And should ARPayment be the parent table as shown by Dipak?Also — we previously had a fan trap problem where amounts were multiplying incorrectly across joins. Is there anything in the join structure we should watch for to prevent duplicate amounts?

Hey, Gang - recently noticed for a customer that when the invoice report AR641000 goes out for Credit and Debit Memos, the report doesn’t display any values.  It displays just fine when I attempt to print it from the Invoices and Memos screen.  Issue is at the email.  Not sure what’s going on here.  I’ve attached the report and Email Template.  Any thoughts would be greatly appreciated.  

06.01.26;  Is anyone else having issues connecting to Aatrix?   I keep getting:“Error:  Failed to find data.  Please try again later or contact support if the problem persists”.

Hello everyone,I have a customization package (A) that adds a grid tab to a custom screen from another package (B).In package A .ts file I’m referencing this custom screen but I need to know if there is a global variable or something to create a dynamic tenant name in the import URL:Example:import { CP301000 } from 'src/customizationScreens/{tenant_folder}/screens/CP/CP301000/CP301000'; Thanks in Advance!Alberto Bello

I am building a Generic Inquiry in Acumatica 25R1 to show actual cash received by project. I need to join ARPayment to PMProject. AR Payments do not have a Project ID field. I tried joining through ARInvoice and ARAdjust but fields AdjgRefNbr and AdjgDocType on ARAdjust return 'could not be bound' error in the GI even though they appear in the field dropdown. What is the correct way to get actual AR payment amounts by project in a 25R1 Generic Inquiry? We have retainage and partial payments so invoice amounts are not acceptable.This is for a construction company weekly cash position report by project. We need actual AR payments collected not invoice amounts due to retainage holdbacks and discounts. Cash paid out includes AP checks, ACH  and payroll.

I am unable to export the Purchase Order Print Form. I logged in as the affected user and verified that the option is grayed out. I attempted to update the access rights, but the issue still persists.Could anyone please provide the steps required to enable the highlighted options shown in the second screenshot? 

Certainly we can’t be the only company using Acumatica that has this scenario.User A creates a quote and user B has access to the branch the quote was created on.  Both users have the ability to edit at the same time but user B selects SAVE first which causes “another process” error for user A and they loose their work.I saw another discussion that was closed so opening up a new one.  Workgroups wont’ work here, approvals are too heavy, neither would access or row level security.I would think that the Created By user could edit and give access to employees to edit but if one user is in a transaction and another users accesses it it would tell them who is editing the transaction so they don’t overlap.  Think shared Microsoft files with edit permissions.Thoughts?

Hi Everyone.I am brand new to Acumatica and am starting off with the recommended tutorials.Running PhoneRepairShop tutorial - T190. Followed all the steps and published. Get this error: The view MasterView doesn't exist.[2026-06-01 10:12:09.401] Starting the website[2026-06-01 10:12:09.487] Plug-in InputData[2026-06-01 10:12:09.548] Error: The view MasterView doesn't exist.I’ve redone all the steps 3 times. All is correct.I also don’t see any errors in the log files.Can anyone offer any help or advice to help me get going please?Thanks in advance. 

 We need your help understanding the system's behavior regarding a negative Landed Cost.In warehouse Item A beginning quantity = 52 units, using Average Cost. We received 12 units via 2 receipts (applied initial Landed Cost) -> Did some inventory transactions -> Ending quantity = 12 unitsThe vendor gave us a credit. We created a negative Landed Cost linked to the original 2 receipts to reduce costs.When released, the system credited both the Inventory account and the COGS account.Why is the amount split between Inventory and COGS? Where is this posting behavior configured in the system? How does the system calculate the specific amount allocated to each account?Thank you!

We have built a dashboard whose data source is the InitemsalesHist table. It queries the sales data of the latest 24 periods and presents it with a line chart.I know we can manually adjust the start period every month. But is it possible to realize automatic monthly adjustment without any manual intervention? For instance, even half a year later, it can still show the data of the latest 24 periods at that time.

"In Acumatica 25R1 Generic Inquiry, what are the correct join fields between ARAdjust and ARPayment tables? Trying to link payments to invoices by project. AdjgRefNbr is not binding."

I am working on extending the Customer Location screen (AR.30.30.20) and need to add an Attributes tab similar to the one available on the Customers screen.Attributes derived from the customer class by customer. But value set in Customer Location screen

I have a custom field called UsrAlternateIDs which is added to the InventoryItem DAC. It is used as a separate way to search for IDs while using a selector on certain screens. This is how it is added to a screen as an example: This is done because I would like when the user types in in the selector it will also filter on this custom field. It’s already added to the selector grid and if you click on the selector’s magnifying glass it filters as I would like (this works both in the Classic and Modern UI): I would like to do the same filter without the user having to click on the magnifying glass to filter the item like it does on the Classic UI: In the Modern UI I can get the selector to work if you click on the magnifying glass: But it doesn’t if you just search without opening the selector’s grid: This is what I’ve tried to do which doesn’t seem to do much. Does anyone have any thoughts on how to best update this Classic UI functionality to Modern UI? Or should I do this a different wa

Hi Acumatica Community!I’m releasing Acumatica Knowledge MCP, a free, read-only knowledge server for AI tools that support MCP.It gives AI assistants searchable Acumatica reference context across Help Wiki documentation, DACs and fields, OData entities, Contract-Based REST API entities, and Generic Inquiry XML examples.It does not require an Acumatica tenant connection. It is safe to use because it is read-only and does not write anything back to Acumatica.Setup is simple: add a single MCP URL to any agent or AI tool that supports MCP.Website with connection details and how it works:https://knowledge.acutools.netThis is the first public release, so feedback is very welcome. I’d especially appreciate hearing where the search results are useful, where they miss, and what Acumatica knowledge areas or tools you would like to see added next.I’m also happy to help anyone get it set up or answer questions.  

I am trying to generate a wrapper class (using ClassGeneratorForModernUI) for the ‘Companies’ screen (ScreenID = CS101500) for my automated testing, specifically adding support to run my tests in modern UI. When I try to do this, I get the following error in the GetScreensAsync method when calling the ‘response.EnsureSuccessStatusCode()’ line of code : "{\"title\":\"No container found for view `Taxes` in the Screen Schema for screen. Probably for the HTML element 'QP-GRID' with the Id 'gridTaxes' provided View Name is not declared in the TypeScript ViewModel.\",\"status\":500,\"traceId\":\"00-a0c78e6ac7d5d2392ff4be275189e8a7-c5d9514ac8bd0709-00\"}"This is a fresh acumatica instance with no customization projects published. I’m not sure if this is an existing bug or if there is a setting/feature I need to enable.

"In 25R1 how do I get Cash Received by Project in a GI? AR Payments have no Project ID field. Do I join through ARInvoice?"

Our customer has segmented subaccount numbers. They wish to do a search on the account details screen with a partial segment that will pull all subaccounts with that partial. Is it possible to use a lookup field for segmented numbers?  See screenshot below. 

Wonder if anyone has started looking into the new Materials Management feature in the Construction edition and if so, any thoughts/feedback on it?It looks like it shows promise but we aren’t going to be using this in a typical construction scenario since we are focused on Custom Engineering projects and simpler/smaller types of transactions where we aren’t using hundreds of materials. Thank you.NOTE for Acumatica, please add a Tag for “Material Management” for posts.

If an item is received under the correct unit cost, specifically due to landed cost errors, would the best way to correct this is to do an adjustment referencing the receipt number, and adjusting the extended cost of the item? I thought that would be the best way to do this but when I tried in our test tenant I noticed that the cost layer for that item/receipt combination did not change. 

Is there a way to map a value to the Location Billing address in Shopify? I noticed Acumatica Locations don’t have billing info.Alternatively, if I use a Parent/Child customer model in Acumatica (instead of multiple locations) is it possible to map the child customer to a Location in Shopify? 

"In Acumatica 25R1 Generic Inquiry, where do I set SUM aggregate for dollar fields? My Grouping tab only shows Active and Data Field columns."

I have a customer that would like to automate the creation of service orders from orders with a ‘Quote’ behavior using a Business Event with an import.For example, the RJ type order below is set up with the ‘Quote’ behavior. We need to copy this quote to a SV type order with an import. The import scenario is shown below as well. The import runs, but the new service order is not created.What are we missing? Is this possible?  

Hi all,I’m on 2025R1, using Production Order Maintenance, When I release materials for a Production Order linked to project 9795(Track by Project Quantity and Cost), Material Wizard 2 opens but shows no components, even though the Critical Materials screen shows enough on hand quantity for the production order. Release Material works fine for another project (9299-001- Track by Location). I verified the BOM and warehouse setup. Any ideas why this happens or what setting I might be missing? 

Hi, We are looking for Acumatica customers and partners interested in participating in the Beta program for AcuBot.AcuBot is an intelligent Acumatica assistant designed to help users find answers to configuration and process questions in natural language.Key capabilities include:Guided assistance for common Acumatica tasks Reduced dependency on support teams for routine questions Faster onboarding and user adoptionWe are seeking a small group of Acumatica customers and partners to provide feedback and help shape the product roadmap.If you are interested in participating in the beta program, please reply below or contact us directly.Thanks, Ashish

Since upgrading to 2025 R1 (build 25.201.0213.2), 0VPN cross-reference entries no longer resolve on transfer receipts in Receive and Put Away. Standard PO receipts work fine. Typing the inventory ID directly works, and adding a BARCODE cross-reference also works, so it appears the transfer receipt path is filtering out 0VPN as a valid lookup type.This worked before the upgrade. Has anyone else seen this or is there a known fix?