Discussion Forums

Having issues setting up new users. Once a user is set up, is ACU supposed to send an email to the new user to set up their account?

Hello,So, I have built this GI, and I add attribute to my column. I am trying to group with the attribute, but I can find it in the grouping data. Is there a way around this. This the AttributePARENTROLL. 

Our client is using Estimating module and create estimate from Opportunity.The Amount on the opportunity header however is not populated from Estimate, only from items added in tab Details. Example below: only standard item priced at $1000 gets added into Amount.Is this by design and is this correct?How can I see the correct potential sales of my opportunity of the Amount does not include my Estimate?   

Hi there everyone,Our company recently upgraded to 26R1, we noticed a few bugs here and there, but one that seems to be prevalent is an issue with the autocomplete box.  For example, when typing in an item into the Sales Order screen, typically a box automatically comes down, giving you different autocomplete options to choose from. However, now it is only loading the first 15 rows of that, and then showing only blank rows afterwards.This happens both on the Classic and Modern UI, and it happens for all fields that can be auto completed, like Inventory ID and Customer. Each time it shows the first 15 results, and then the remaining populated rows are blank. If you click on one of the blank rows, something is actually entered in, it looks like the text in the autofill box is just invisible to us. Has anyone else experienced this?

Hi all,We've open-sourced acumatica-claude-kit, a Claude Code plugin that packages the integration gotchas we've collected building against Acumatica's contract-based REST API and OData Generic Inquiries:https://github.com/hallboys/acumatica-claude-kitWhat's in it:Auth/session traps — why naive clients leak API license seats, License_LoginLimitExceeded, lockout causes, and the session model behind them. Silent failure modes — writes that return HTTP 200 but persist nothing, filters that return empty sets instead of errors, CannotOptimizeException, and how to detect each. GIQL / OData GI pitfalls — the v3-vs-v4 dialect split, datetime/UTC handling, parameterized-GI behavior over OData, empty-result diagnosis. Entity/action naming — the actual names for common contract-API operations (Release, ConfirmShipment, FinishCounting, etc.).Two design points that might interest other teams:Every entry is tagged UNIVERSAL vs TENANT, so platform truths are never mixed up with one instance's configu

Hi Everyone,I have 2 tenants for the same instance and they want to merge into one tenant. same inventory items in both tenants, however due to it being separate locations, they use different base UOM’s. Does anyone have thoughts or ideas on how to handle this? My thought is that the one location will have to conform or do UOM conversions. 

Hi everyone,I need some advice on a tricky situation: We want to add delivery costs as Landed Cost on a PO Receipt so it goes into our inventory value. But our delivery workers are individual contractors. We manage them using Subcontracts to automatically calculate their Personal Income Tax (PIT). Landed Costs usually link to regular AP Bills, not Subcontracts.Has anyone found a smart workaround (maybe using clearing accounts or special setups) to get delivery costs into inventory while still handling Subcontract PIT taxes?I know this is not a standard feature, but I would love to hear your ideas!Thanks a lot!

I am having an issue with project reporting.  Project WIP shows cost in excess of billings of $4,816 and billings to period of $29,669.  The difference is the cost of labor on the $0 invoices.  There are 3 invoices – one for the total revenue of $35,485, 2 for $0 revenue (costs only).  The total billings should be $34,485. Please advise.  Thanks!   

I have a Generic Inquiry that displays shipment information based on the tracking number that is input into a parameter. We have EasyPost integrated into our Acumatica, and we have the Tracking URL as one of the fields in the Generic Inquiry. Is there a way to make the Tracking URL link active in the Generic Inquiry so the user can simply click on the URL and view the tracking information on the EasyPost tracking page? Thank you

Hi,I have a requirement to create PO directly through requsition based on the Business Event. I have used the subscriber as Action and set as follows.I didnt add anything to the field values. However, when there are only one item is there on the requisition the BE got triggered and the PO was created. But when there are multiple lines are there on the Requisition the BE didnt got triggered.What could be the reason. Is there anything I can do for that.

We have a need to apply tax at a line item level from Projects when an invoice is created, and then add that to the invoice total.Is that a base functionality of Acumatica Projects or would that require a customization?I am new to using Projects so I am not sure how line item taxing works with Projects and project billing.If it is a base function of Acumatica Project and you know how that works, could you explain in some detail how that occurs?Thank you,Jeff

Dear ALL,I am currently researching the appropriate hardware for using the Pick, Pack, and Ship functionality in Acumatica for warehouse management (WMS).I would like to ask the Acumatica Community for recommendations regarding the barcode scanning devices that are most suitable for this purpose.Specifically:Which barcode scanning devices or handheld mobile computers does Acumatica recommend for Pick, Pack, and Ship? Are there any specific brands and models that are officially supported, recommended, or commonly used with Acumatica WMS? For a warehouse environment where warehouse workers need to walk around and continuously scan items, locations, shipments, boxes, totes, etc., would you recommend a rugged handheld device with a physical scan trigger/pistol grip rather than a standard smartphone-style mobile device? Are devices from Zebra, Honeywell, or Datalogic commonly used with Acumatica WMS? If so, which models have you successfully used? Does Acumatica have any hardware compatibil

Hi Community,In the Tenant’s screen, there is a button to “Change to Test Tenant”. Is there a way to undo this as now both tenants say the status a Test Tenant, and I need to make one of them a Production tenant. Thanks

Hi Everyone, I noticed a difference in how document amounts are displayed across different screens in Acumatica:  On the Invoices and Memos AR3010PL, both Invoices and Credit Memos display the Amount as a positive number, where the document type determines whether it increases or decreases the balance. However, on the Landed Cost PO3030PL screen, negative values are displayed directly for cost reductions or adjustments. Could someone help clarify why Acumatica designed this differently? Is AR3010PL relying on the DocType to determine the balance impact, while Landed Cost needs negative/signed values to run its allocation logic? Thanks in advance for your insights!

Hi TeamIn the Sales Order screen, I have an action button with a refresh Icon and tooltip next to the Cost field in the Classic UI.How can we Convert this to Modern UI? 

I wrote the CLI tool that extracts that configuration into YAML and rebuilds a virgin UAT from the files.https://github.com/kborovik/acumatica-cliPyPI package acumatica-cli, command acu. Requires Python 3.14+.If you have used Terraform: this is the same loop, pointed at an Acumatica tenant instead of cloud resources. Terraform keeps desired infrastructure as files and makes the live account match those files. acu keeps desired company setup as YAML and makes a live tenant match those files. There is no separate Terraform-style state file. The YAML is the source of truth, and diff reads the tenant over the contract REST API.acu extract is closest to terraform import. It pulls a source Acumatica tenant into config/. That step is read-only; nothing writes back.acu apply is terraform apply. It makes a virgin tenant match the files (idempotent keyed PUTs). apply is the only writer.acu diff is terraform plan. It compares the files to the tenant and exits 2 when they diverge.acu run replays b

I’ve got an interesting question. I’d like to know if it is possible to copy a specific email address to Purchase Order Notification template, but depending on the stock item in the order. For example, we buy ingredients from vendors, and one of our customers would like to be included in any Purchase Order Email when the ingredients are for her business.  I cannot add her email to the vendor contact information because we may also buy ingredients from these vendors that are intended to be used for another business and received under a different stock item.   I believe I could easily create an automation to send an email directly to her when an order is placed for her items, however she needs to be in the same email thread so that she will get all of the confirmation emails as well.  And since the Purchase Order Notification is not automated through a business event, (because you may want to verify the order before clicking “Email Purchase Order”) I don’t know any other way to add filte

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 Community Webinar - Capturing Signatures Inside Acumatica Mobile App. & Using Acumatica Community - Tue, Aug 25, 9:00 AM - 10:00 AM (PDT)Register HERE Rohit Rattan - Acumatica Community Featured Member for August 2026Meet Rohit Rattan our Acumatica Community Featured Member for August 2026. It’s great to have you as part of the Acumatica Community ​@RohitRattan88! Acumatica User GroupsJoin Virtual Groups: Construction Customer User Group, Distribution Customer User Group, Food Distribution Customer User Group, Nonprofit Customer User Group Join today!Meetups: NE Acumatica User Group, (Must be a member to access invitation link. Request to join first if you are not.)

Is a customer able to customize a template in AP doc recognition to make it specific to a particular vendor?

I have found several entries in Community on this topic, but it seems there is no solution yet. It would be nice to not have to click the Legend to see the values.  Ideally, the value could display at the top of each bar.  It seems that in previous versions, you could at least control the Legend to be at the top, bottom or side of the graph. But in 26R1 and Modern UI I do not find any way to do this.  

Have you ever needed to display additional information below an Acumatica grid—for example, an availability message, status, instructions, totals, or other contextual information?There are different approaches depending on whether the screen is using Classic UI or Modern UI.Classic UI – Using StatusFieldIn Classic UI, Acumatica's PXGrid supports the StatusField property.The general approach is:Add a PXString field to the DAC used by the grid. Set the grid's StatusField property to that field. Populate the field using a FieldSelecting event.For example, suppose the grid is based on SOLine and we want to display a custom message.1. Add a DAC extension fieldpublic sealed class SOLineExt : PXCacheExtension<SOLine>{ #region Availability [PXString(255)] [PXUIField(DisplayName = "Availability")] public string UsrAvailability { get; set; } public abstract class usrAvailability : PX.Data.BQL.BqlString.Field<usrAvailability> { } #endregion}2. Populate t

Very Cool new surprise for 2021 R1.  Dead Stock inquiry screen lets you see non moving inventory. Here’s a quick video.  https://youtu.be/vkh6yhUK1qA 

I’m looking for a report that identifies how a customer's pay history has changed over time. Do any of the canned ACU reports provide this? I’ve been poking around but have not discovered one.Example: average days to pay for a two-year date range shows that a customer went from 30-day to 40-days and now has slipped to 60-days. If the answer is no, I wonder if one of the existing reports could be filtered in such a way as to provide this information. 

I’m trying to create an import scenario to amend customer default payment method. I’ve tried using the billing tab and amending there as well as on the payment methods tab but neither working. Can anyone assist please?The payment method does already exist. 

Our team buys and receives inventory in advance directly to the project before a production order even exists (pre-purchasing/stocking for the job). Because of this advance procurement step, we cannot use the "Mark for PO" option from the production order materials tab.When we create a standalone Purchase Order directly to a specific project and task, the system strips our project ID during the Purchase Receipt release, defaulting the inventory lines straight to our non-project fallback code (Project 800). Similarly, during production execution, our WIP debits hit the project perfectly, but the inventory credits fall back to 800.To solve this, we tried setting up a fresh test project with "Track by Project Quantity and Cost" enabled. However, it still fails back to Project 800.Upon digging deeper, we noticed a weird configuration mismatch:The global Project-Specific Inventory feature flag is definitely checked and enabled on our Enable/Disable Features (CS100000) screen. However, when