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We are almost ready for Go-live and the customer noticed that the description from the change request isn’t carried over to the Change Order. The process:Change request creation 00001 Click on the Create Change Order button to create the Change Order  While looking at the cost budget it’s empty. As seen on the screenshot below: 

I am building a GI to track OutOfStocks from sales orders, but have gotten stumped on the inclusion of the sales order pop-up notes. (We track our OOS via notes, since the backordered SKUs get removed from shipment and then cleared out so the backorder status etc is not able to be tracked for just those SKU as it gets completed still.) It seemed like I only need PX.Objects.SO.SOOrder + PX.Data.Note, but when I access those note text fields it is not correct. When I use “inspect element” it doesn’t work on the open popup, only clicking the note symbol which only gives me “NoteShow”  Per the screencap above, I’m trying to get “OOS 183889” to show in the GI, but I can’t seem to target THAT note field.Note.NoteText pulled in the origin sales order notes from the external system and/or AP, not the no

Hi Team,  Bright Side's orders aren't automatically invoicing like they should. When I go to manually invoice them I get an error related to Pacejet. Can you help look into what is going on? Below are the two shipments currently needing to be invoiced.I tried to correct the shipment to see if I could send it back through but since it has been too long since confirmation it wouldn't let me. The problem is, even though it wouldn't pull it back from Pacejet into Acumatica, it still deleted the shipment from the Pacejet side. So now its busted even more.

Acumatica does not allow us to apply a 2nd Prepayment against a Balanced Invoice if a Prepayment  already transferred to the Invoice from the Sales Order.Here is our process:Create SO Apply Prepayment of 10% to SO Create Balanced Invoice (do not release, we have to wait until our customer picks up the product to release the invoice) - Acumatica automatically pulls the SO Prepayment over to be applied to the Invoice. When customer makes final payment prior to picking up the product, we want to apply a 2nd Prepayment against the Balanced Invoice - Acumatica does not allow this (I found a quirky workaround that if you temporarily unapply the SO Prepayment from the Invoice, apply the 2nd Prepayment, then reapply the SO Prepayment, it will allow you to apply both Prepayments).  The reason we use a Prepayment for the final payment prior to pickup is because we have situations where a customer makes a final payment but doesn’t pick up until the

I have created a Daily Order Entry report to compare January 2025 and January 2026 side by side.My requirement is to group the data only by Day (1–31) and combine both years into a single row per day.In the report I have attached when I apply the year filter then in 2025 section I am getting the 2026 records as well and vice versa for 2026I have already: Updated the grouping conditions Modified the date field formulas Adjusted sorting Has anyone faced this issue? What is the correct way to group by day only and compare two years side by side without getting duplicate rows?I am attaching the screenshot and report file for reference.Thanks.

I have a strange problem that bugged me for ages. For certain records there is a mismatch with the number of attached files vs the count of files. In the example below, you can see it has one file, but states two for the count. I’ve come across a similar thing in the Companies screen on the Visualization Tab, where the Logo File file URL has remained. In this instance, it is fixed by clicking Upload, which ‘nulls’ the path name due to no file being there.In this example though that little trick doesn’t work. Please, any advice would be great, as it is confusing to see a file in the screen, but have no actual linked.

We have items we stock and count in whole eaches. We buy those items in pounds. Pounds can be a smaller unit than eaches, but we don’t want partial eaches in stock. We had our Company’s Quantity Decimal Places set to 0 and this worked fine. We assumed the risk of minor rounding errors during receipt, they never caused a problem.Recently we increased our Company’s Quantity Decimal Places to 2 to support other items. Now we cannot receive parts in pounds unless we uncheck the Divisible Base Unit box, but we don’t want partial eaches in stock. How can we get the system to round like it did when we had Quantity Precision at 0? 

Hello, with Entra ID SSO, if a user attempts to log into a tenant they don't have access to, Acumatica will create a record in the Users table for that user with no roles assigned.  They will receive an error and are unable to log in, but the user creation is a compliance issue for some clients.  Is there a way to prevent this from happening?For clients with SOC 2 Type 2 and other security certifications, how are you managing this?Thank you,

I recently ran into an issue with a PXSelector. I defined the selector to use a unique key as the actual key, but to display a different value. The problem is the selector became confused when there were multiple identical display values.I can kinda understand why this would be a problem, but it seems to me that the selector should be smart enough to differentiate between the options based on the underlying key value. Is this a core limitation of a selector or simply in mind when it was designed?​@Dmitrii Naumov 

We have a need to completely isolate data between tenants into separate MS-SQL databases. As an example Company A and B cannot share a database due to parent company regulations. The two tenants will share a single instance and each set of tenant data will reside in a separate DB, e.g. DBA and DBB.The installation documentation reads: “ The following diagram shows an architecture with multiple application instances. Each instance has multiple tenants, and each tenant has its own database.”Here is the documentation link: https://help.acumatica.com/Help?ScreenId=ShowWiki&pageid=4b65b79b-e09d-46bd-9a85-7c1c0bb4eba5I see that instances are tied to a single database and I do not see a way to get the desired configuration as described in the documentation.Can someone please help me? Either how

Hi.  Our client is looking for best practices in tracking vehicle and equipment loans.  How have you addressed this?   Do you create a separate GL account for each loan?  Have you found a way to tie it to the Fixed Asset in the FA module?  Has anyone successfully used subaccounts to make 1 GL account and then use subaccounts to distinguish between particular loans?I know there is this idea out there.  If you need this as well, you can go to the post below and upvoteFixed asset Loan Tracking | Community

Hello everyone,i would like to link a subreport to the invoice document.This subreport is intended to display activities that fall within the date range defined by two custom fields on the invoice screen (a start date and an end date).Without applying the date filters, the subreport correctly displays all activities. However, as soon as the date parameters (FromDate / ToDate) are applied, the subreport returns no results, even though there are activities within the date range defined by the custom fields.I have attached some screenshots to illustrate the issue. Could someone help me identify the cause of this problem?Thank you in advance for your assistance.Best regards,PanteaInvoice-Screen:Hauptreport: 

Hi All,I’ve installed Acumatica multiple times, but I’m still encountering an HTTP 404 error when trying to access my local instance. Could someone please advise on how I can resolve this issue?   

I want to know the flow of Audit History for every page1. How the histories are maintained for every Page?2. What is the database flow for the tables used? Below is the query I have created according to my understanding for the Sales Order Screen (SO301000). Is it correct to check the history for every OrderNbr.Select Distinct u.username,sl.OrderNbr,au.ScreenID,au.UserID,au.ChangeDate,sl.LastModifiedDateTime,au.ChangeID,au.BatchID,au.Tablename,au.ModifiedFieldsFromSOLineSplit slInner JoinAuditHistory auON sl.LastModifiedByID = au.USerIDInner Join Users uON au.UserID = u.PKIDWHERE sl.OrderNbr = `ordernbr`and au.ScreenID = 'SO301000' and sl.LastModifiedByID = `userid`

every single page on the DAC browser errors out with this. I’ve logged out, I’ve tried firefox, chrome, and edge. What’s up with acu’s websites lately? yesterday i was getting admin denial errors on the resources log in page; today this.  Is there something i could have possibly have turned off by mistake?

Hi, I have a problem when opening a report and creating a new report, Maybe someone knows why?I am using report designer version 17and acumatica version 2024 R2 

Hi, I just realized that the system stores the date and time in UTC. I need to display the Created Time in GMT.What formula can I use in a Generic Inquiry (GI) to convert the UTC time to GMT?Thanks!

Hi, A client is looking to have a side panel on the inventory screen that shows the customers who purchased the item They do not want to see every invoice but a total quantity.  That is very doable with a grouping by Item & Customer.They also want to see last purchase information, the Quantity & the Unit Price & Date of Sale.  When I do the grouping the Quantity & Unit Price total. The Date Of the last sale is correct but I can’t get the quantity & unit price to show for the associated last purchase.Any help is appreciated.Bill 

We are trying to add a custom action button “Rate Shipments” on the Checkout screen in Acumatica.The button is added using a graph extension on Acumatica SOOrderEntry, but the button is not appearing on the screen.We are extending the SOOrderEntry graph and using the following code: using PX.Data; using PX.Objects.SO; namespace PX.Objects.SO { public class SOOrderEntry_Extension : PXGraphExtension<SOOrderEntry> { public PXAction<SOOrder> RateShipment; [PXButton(CommitChanges = true)] [PXUIField(DisplayName = "Rate Shipments")] protected IEnumerable rateShipment(PXAdapter adapter) { return adapter.Get(); } } } Issue: The customization project publishes successfully. No compilation errors. The button does not appear on the Checkout screen.  

Hello guys, i am trying to import customers through import scenario and i am getting the following error “Please confirm if you want to update current customer settings with the customer class defaults. Otherwise, original settings will be preserved”please help me how to solve this error. thanksplease find the attached screenshot.

This thread will be updated when issue has been resolved.

Hello all!We’re exploring ways to improve the demo experience inside Acumatica, especially demonstrations across different industry verticals (Manufacturing, Construction, etc.) easier.Here’s what we would love to hear from you:How does your team currently demo Acumatica? (Self-hosted, SaaS demo environment, sandbox, etc.) Which roles do you demo most often? (Sales, Pre-Sales, Consultants, Customers, Prospects) What seems to work really well when your team demos Acumatica today? What are the biggest pain points when demoing Acumatica? What would make demos easier, faster, or more compelling for your team?Your feedback will help us make demoing Acumatica easier, more consistent, and more impactful for everyone involved. You can also reach out to me directly with your feedback either on Community or sending me an email (

Hi everyone, i want to ask about the fund transactions. So, I want to send my money from bank account (USD) to the other bank account (IDR), so it’s different bank accounts and currency. I already fill the blank item in the Fund Transactions, but I don’t get it why my RGOL is still zero (0)?I mean in my source dan destinations have a different date but why it’s still zero RGOL.Please help me to answer this, I’m just confused, where I should put the adjustment transactions of RGOL?Here I put the screenshoot bellow, Please help me to solve this, I really appreciate it. Thank you 

Hi,In 2024R1 our Add PO/Add PO Line/Add Subcontract/Add Subcontract Line buttons on Bills & Adjustments only showed POs related to the Vendor/Project selected.When testing in 2025R2 it shows based off Vendor selected only - is it an easy fix to add in to each button to factor in project also?   

Does anyone have an equation that can turn a negative to a positive amount in integrations. Our client integrates several thousand transactions and a handful (maybe a hundred) sometimes have a negative amount in the Debit and Credit field. This is happening because of how they are entered in the originating system. I have tried a few equations but keep getting errors. =IIf( [Debit Amount]>0, [Debit Amount], [Debit Amount]*-1)Cannot perform the ‘*’ Operation on System.String and System.Int32.  I have tried double and decimal formats and still get this error. =ABS([Credit Amount])An error has occurred while the Abs(Identifier(Debit Amount)) function was being executed: ‘Type mismatch in the argument 1 of the Abs() function: Expected on of the Integer types.’ I have tried the Int32, double, and string types.  I use this in excel. Not sure if the function actually works in Acumatica but t