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We have just upgraded to 2025R1 and are trying to understand the inventory sources “Free Stock” and “Project Stock”. Main question described below:I’ve come across this basic description, but it’s not making sense to me based on our project settings: In our projects we have the inventory tracking as “Track by location”. For our projects we usually do “Project Drop-Ship” Purchase orders, so the inventory never shows up in our warehouse. Any inventory that we receive on normal purchase orders if available to be issued to any project.MAIN QUESTION: When processing inventory receipts or issuing inventory to a project, it now makes us choose whether it is “Free Stock” or

I am trying to add a DAC field to the Approve Clock Entry screen. I enabled it in the Customization Project Editor, and the field is displayed correctly in the Classic UI. However, the same field is not appearing in the Modern UI.  

Good day, has anyone perhaps ons successfully integrated with Deep Local Payroll (Payspace)  Th y are one of Acumatica’s API partners however I am struggling to post my ledgers from Payspace to Acumatica, the error I keep on getting is Your Acumatica login has expired. Please login and try againThis error pops up even directly signing in. I did setup a API user for payspace and I did send them the Client ID and Secret which they used to establish the connection, but I think I might be missing something. 

 I needed to restrict the SalesPersonID selection in ARTran so that users can only choose salespersons assigned to their organization, based on a custom field (UsrInternalCompanyID) added to the SalesPerson DAC. To achieve this, I attempted to override the selector using a CacheAttached event with a custom PXSelector that joins the Branch table and filters records according to the current user’s branch/organization. While this approach successfully limited the list of salespersons shown in the UI, it resulted in an issue where the selected value was cleared upon saving the document.Salesperson DAC extention public class SalesPersonAccessRestExtP : PXCacheExtension<PX.Objects.AR.SalesPerson> { #region UsrInternalCompanyID [PXDBInt] [PXUIField(DisplayName = "Company ID")] [PXSelector(typeof(Organizatio

We are exploring a concept —  help us get it right!Acumatica Platform team is looking into ways to give non-admin users the ability to build their own GIs and Reports, while administrators control which data they can access. For example, a finance analyst building expense reports without ever seeing what employees are paid.We would love to hear your thoughts by commenting below to help us understand what level of control matters to your organization and why. Question 1: Review the two Mockups below and Provide your answers in commentsIf a user should not have access to Payroll data (for example), what should their GI and Report Designer experience look like?Option A: Payroll DACs are completely hidden. Users only see the DACs they have access to.

Hi,due to the changes in the US regarding duties (800$ de-minimis), we have to collect duties from our customers in Shopify. This works very well, but if i’m correct, there is no solution/field in Accumatica to collect duties in sales orders.So now i’m struggeling how to import those values which i do have in my sales order in shopify to my sales orders in accumatica. Does anybody else have the same issue and already a solution for it?

Description:  Saw the discussion on duties for Shopify orders (thread #33785) and thought this might help others facing the same challenge.  We've built a customs intelligence add-on that connects to Acumatica and calculates the full landed cost for every purchase order involving  international trade.  THE PROBLEM  Acumatica doesn't have native fields for customs duties. Most teams either email their customs broker (and wait days), use spreadsheets (and get it  wrong), or create workarounds like tax IDs and non-stock items for duty amounts.  HOW IT WORKS  1. Click "Import from Acumatica" — select any open PO  2. Each line item is auto-classified into the correct HS commodity code  3. Full customs cost calculated: import duty + VAT/GST + anti-dumping surcharges  4. Required border documents listed (Bill of Lading, Certificate of Origin, etc.)  5. FTA savings flagged — if a preferential rate exists for your t

Hi, I’m working on a customization project to incorporate a side panel for our Bills and Adjustments screen, but would like to map the navigation parameters to the Detail Transactions grid so it can reference Subcontract Nbr and Project Nbr. When working on the customization I’m only seeing the limited fields tied to the source APInvoice for selection.Because our invoices are not setup for Single-Project use, I do not have an available Project field to map to. Is there anyway that I can establish this link for Side Panel display and ease of navigation for our teams?

What are my options for connecting Shopify to ACM? We have a Distribution license and from what i can tell, it is an additional cost to do the integration if you dont have a Retail license. What is the best and most cost effective way to get this set up?Thanks in advance! :)

Hi Everyone,In the GL620500 Report, I have added the variable in the DetailSection1 and would like to display Total Amount and Total Count in the Header but it is not working. Can you please review and provide your inputs.  

We are on 25R2 modern UI and using the New Release Process for Manufacturing.  I have seen two glitches so far, and wondered if anyone else has seen these in their instance:A Move that completes an operation no longer records Actual Start Date and Actual End Date in the AMProdOper (Production Details, routing section) table.  We have critical reports that rely on these dates, and they are broken right now due to this issue. The final Move (production receipt) for a linked Production Order to SO Line no longer allocates the inventory to the SO Line.  You have to delete the SO Line and re-add it to invoice the sales order.  The issue this creates for us is that the production order loses the link to the Sales Order, also breaking critical reports that help us report on stock product versus build-to-order product.I don’t see a way to undo the New Release Process, but I would like to.

Dear community!This customization package is applicable to Acumatica 25R1 and later versions.The package includes a generic inquiry that demonstrates the new project & construction reporting capabilities. The inquiry is provided “as is”.After publication of the customization package, in order to view the data for the existing projects, you need to run the recalculate project balances process.This customization package contains 3 generic inquiries. Two of them are used in the third generic inquiry “Project Bdg vs Actuals Through Date”, which gets added to the menu once you publish the package.This generic inquiry allows the user to see the date-through actuals and review the budget performance for a specific date (as the screenshot below illustrates). More information and demo will be provided

I am currently working on setting up the Shopify integration with Acumatica (2025 R1 Commerce / Shopify Connector).I am facing an issue with the Shopify configuration steps mentioned in the documentation. The documentation refers to steps that no longer match the current Shopify UI (e.g., private apps vs custom apps).Specifically:I am unable to find the exact Shopify settings referenced in the documentation The steps for creating API credentials seem outdated There is no clear step-by-step guide for Shopify Dev (Custom App) setup aligned with Acumatica 2025 R1Could someone please provide:Updated step-by-step instructions for Shopify (Custom App / Admin API setup) Required API scopes for Acumatica integration Any updated documentation or internal guide for 2025 R1 Commerce (Shopify connector)Any screenshots or clarification would be greatly appreciated.

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

We have sales orders that come thru with retail (stock) items but also non-stock items such as donations to other organizations. We also take sales orders up to 6 months in advance before we can fulfill them (we deal with live plants and seeds). When donations come in I would like to invoice the sales orders for those lines. Is there a way to do that? 

We are displaying the approver on our sales order report.  We bring this information in as follows: I have a situation where the same approver is in two approval maps rules (one inside of a workgroup and one as an individual).  So when he approves a document, it comes through twice. This is now causing the detail lines on the sales order print out to duplicate.  I would like to group by the key field here, which is RefNoteID, but I get errors when doing this because it is not a normal numerical ID.Any suggestions?  There might also be cases where there are two approvers who are not the same person, so grouping on Approver ID is probably not ideal, but maybe a work around for now b

I have a program that PUTs Production Orders via REST API. It worked until our recent upgrade from 24R2 to 25R2. I was using endpoint version 23.200.001 but it happens with 25.100.001 also.I PUT to ~entity/MANUFACTURING/25.100.001/ProductionOrderDetail?$expand=Operations&$select=Operations/OperationDescription:{ "OrderType": { "value": "RG" }, "ProductionNbr": { "value": "TESTORD" }, "Operations": [ { "ControlPoint": { "value": true }, "OperationNbr": { "value": "010" }, "WorkCenter": { "value": "SAW" }, "rowNumber": { "value": 1 }, "OperationDescription": { "value": "Cut 12\"" }

New Drip Campaign Available in MAP! I’m excited to share a brand-new drip campaign in MAP designed to help you share the benefits of Accounts Payable Automation, powered by BILL. This campaign is your go-to resource for showcasing how this powerful integration can transform financial operations for your customers. With automated approval workflows, seamless bi-directional data syncing, and flexible vendor payment options, this solution is built to streamline invoice workflows and enhance cash flow visibility.Here’s a sneak peek at what the campaign highlights:Automated approval workflows to reduce errors and speed up processing. Flexible vendor payment options to simplify financial operations. Real-time dashboards and reporting for a 360° view of cash flow. Seamless connection to BILL’s network of over 8M businesses.Getting started is easy!Ac

Hi all, i have import scenario. I Have some action which use data from address tab. When i debug this, i saw that Site_Address.Current is null. But my project have this data. Project.Current is not null. Have you any ideas?

​Hello everyone,I’m having the following problem: I’m trying to convert a Classic UI screen into Modern UI and 3 of the buttons are not getting hidden for some reason but there’s a try that my colleague tried doing a while ago and the buttons are working as expected there but I’m unable to recreate them for some reason using the automatically converted screen into Modern UI. The buttons I’m having that issue are “Confirm, Generate and Change Order” also another thing I noticed is that we cant reuse the Transactions variable because if we do, the Subcontracts grid is not being automatically loaded on page refresh or load.The version of Acumatica I’m working with is 2025 R2. Here’s the automatically generated source code: I’ll have to paste the source code into pastebin since the source code is a bit too long and the post cannot be created

What is the best way to add a subcontractor to a service order?  Is there a way through a PO or how do you tie the bill to the service order? 

Hello there,We can add side panels to Entry screens now, and that’s awesome!  However, I can’t figure out a way to add a side panel, that would be filtered according to the selection on the SO Line.  I have created a couple GIs, added them onto a Dashboard that uses InventoryCD as a parameter.  Now, I would like to be able to add this Dashboard as a side panel to Sales Orders screen, and filter data based on what line item is selected on the sales order.Any ideas?  Thank you!

Can someone elaborate on this step in the Avalara Implementation help guide: 13. Configure AvaTax for nexus states and map companies. Make sure the ID/Code are identical in both systems. What is meant by ID/Code?? I’m assuming it means the Companies, but Avalara is asking for Locations, so not sure where to enter the ID/Codes. As it stands these do no match because I’m not sure where the word “Primary’ is coming from.Acumatica ID’s:  Avalara Locatons: Thanks for any help.

Hello all,I have been trying to create child Prod Orders, but unfortunately, when I click on Generate Orders for Subassemblies option under Prod Order Maintenance → More Menu, it runs & then says “The Operation has been complted”, but it doesnt generate any child orders. Also, I have defined default BOMs for my subassembly parts & also have defined Production Default Source as Manufacturing.How can I resolve this?

I have a custom field in the header of a screen.  I cannot find a way to add the hyperlink button to the field.This was addressed for a grid field here:I’ve added the [PXDBWeblink] to the DAC field, but that does not make the link button show.I think I might have to modify the TS file, but I cannot adapt the code from the above topic.export class CROpportunityHeader_Combined_generated {    UsrURL: PXFieldState; Any help would be super appreciated.