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PO Error: There are no lines in this document that may be entered in AP Bill Document directly. I already enter one time bill with 1 qty and I want to enter more bill but it shows error. 

Hello,I have a customization package that was originally created for Acumatica 2025 R1. I imported it into the Modern Portal (2026 R1), published it, clicked Convert to Modern UI, and published again.After that I'm not sure how to add these screens to the portal menu. They do not appear in the Select Forms dialog when I try to add them to a workspace.I also noticed that the Portal Map screen no longer exists in 2026 R1. When I open the Site Map, set a Workspace and Category for my screens, save, and then refresh the page, my changes are lost.I must be missing something in the deployment process. Is there a documented workflow for adding custom screens to the Modern Portal menu in 2026 R1?Any help is appreciated. Thank you!

We have email notification template for invoices which are working correctly for single invoices.When sending an email with multiple invoices for a customer from the Print/Email AR Documents, the same template is used but the user’s email address is added to the ‘From’ on the template and the user’s details are also added to the footer (resulting in two footers, the one set up on the email template and the user’s)  

Hello Acumatica Community,I'm currently attempting to implement the code shared from @Naveen Boga in this post Acumatica Community Post to enable the "CreatePDF" action through a Generic Inquiry, a Business Event, and an Import Scenario for what I'd envision as a type of bulk processing replacement. However, the action is not appearing in the Import Scenario. Am I missing something? How can I ensure that this action is available in that context?   

We recently moved to Office365 and are having continued problems replicating the functionality we previously had.  In our previous set-up, the team basically just flagged an email (i.e. Blue Category) and then it showed up in the Incoming Emails screen to be linked to an SO. We’re currently stuck pulling ALL emails in, which is getting cumbersome. By pulling all emails in, now the team is constantly trying to clear out the incoming email page, in order to find the emails they do need to link.  We looked at creating a new root folder and then dragging emails into that folder to pull in, but then they lose the visibility and tracking in their Outlook Inbox.  I can’t find a good resource to help with this - has anyone worked with someone to help with the integration between O365 and Acumatica?? We have the systems connected/authenticated/etc, but we can’t figure out how to get Acumatica to do what we want. 

Hello Community, I created a new custom report to display payment details. The report runs correctly from the Report screen when I provide the parameters DocType and RefNbr of the payment.To automate this after releasing a payment, I created a Business Event and added an Email Template subscriber. In the Email Templates screen, I attached my custom report with the parameters defined.However, when the Business Event triggers and sends the email, the attached report is always blank. I have tried both enabling and disabling the “Use Event as Data Source” option, but the result is the same.Steps to Reproduce: Create a custom report that takes DocType and RefNbr as parameters (works fine when run directly). Create a Business Event triggered after releasing a payment. Add an Email Template as a subscriber. Attach the custom report in the Email Template with required parameters. Trigger the event → The email is sent but the attached report is blank. Is there anything I need to change

I have a requirement to create a return for a purchase receipt which has been created for drop ship SO.I tried by creating RMA order with RC order type and added the invoice number too. When I try to create a vendor return from the more menu, I got an erro as PO Error: There are no lines, for which a vendor return can be created. What could be the reason for this and how can I complete this.

 Can anyone confirm this works for them in 26 R1? 

Hi Everyone.I Developing webhook but while publishing i encounter error An error while processing the field: confirmShipmentAction from PX.Objects.SO.SOShipmentEntryand this my current setup. public async Task HandleAsync(WebhookContext context, CancellationToken cancellation) { #region Connection Setup PXDataRecord? record = PXDatabase.SelectSingle<AISCubiicConnectionSetup>( new PXDataField<AISCubiicConnectionSetup.userName>(), new PXDataField<AISCubiicConnectionSetup.tenantName>() ); string? userName = record.GetString(0); string? tenantName = record.GetString(1); string fullUsername = string.IsNullOrWhiteSpace(tenantName) ? userName : $"{userName}@{tenantName}"; #endregion using (new PXLoginScope(fullUsername)) { using (var jr = new JsonTextReader(context.Request.CreateTextReader())) { var payload = Serializer.Deserialize<ConsignmentsResponse>(jr)

We have a dropship PO which associated with a Sales Order. Basically we have released 1 purchase receipt and AP bill for the dropship PO. The Sales Order which associated with the dropship PO is completed with invoice.But unfortunately, we accidentally released another purchase receipt for the dropship PO which is not supposed to be.How do we make correction for the wrong receipt?   

We have developed a custom Adjacent Locations dialog in the Receive and Put Away mobile screen. The dialog displays a list of available warehouse locations, and users can select a location for processing.The customization works correctly in the Acumatica Web UI. However, when testing the same functionality in the Acumatica Mobile App, selecting a location from the dialog results in the following error: Server returned an errorSequence contains no matching elementSteps to ReproduceOpen the Receive and Put Away screen in the Acumatica Mobile App. Open the custom Adjacent Locations dialog. Select any available location (e.g., 01-17-B-02). The mobile app displays the error.Expected ResultThe selected location should be accepted and processing should continue normally, consistent with the behavior in the Web UI.Actual ResultThe mobile application displays:Server returned an errorSequence contains no matching element Code:public PXAction<ScanHeader> AdjLocations;        [PXButton(Commi

The procedure  is from 4 years ago, and the screens for System Emails in Acumatica 2025R1 have changed, and is getting difficult to show this to clients, is there any new procedures or videos beside the help section below?https://help.acumatica.com/(W(6))/Help?ScreenId=ShowWiki&pageid=7ea4c814-8b24-4a77-9ae0-9596012fbfabThank you. 

Good morning,Curious, it seems like the native function is set up to pull whichever information is in the system at the time the order is entered into the system.Is there a way or option to change to pull the most up to date information?  Say we update the customer’s email address and we want all invoices in the system to go to that email rather than whichever email was listed the time the invoice was created.

This is happening on a client and I cannot find the reason why the generated cost transaction has a different branch to the labour transaction, so it is causing incorrect GL entries.The data is all entered on the correct branch, so any ideas why the system generated cost transaction would have another branch to the source?

Hi, does anyone know why I am getting this error when trying to install an instance for the T290 course?​​​​​Installation runs and then it needs to apply a customization and then at this point it is failingHere is the stack trace: [17:06:52 INF] Creating tenant(s) in database 'SmartFix_T290'.[17:07:01 INF] The Data are being inserted to the database 'SmartFix_T290'.[17:07:01 INF] Data insertion (adb) for System to from F:\Verde\Acumatica\Acu2025R2SP1\Database\Data\System to company 1[17:15:40 INF] Data insertion (adb) for T100 to from F:\Verde\Acumatica\Acu2025R2SP1\Database\Data\T100 to company 2[17:15:47 INF] Tenant(s) is(are) created.[17:15:49 INF] Tenant(s) is(are) created.[17:15:49 INF] Installing 'Training Course' training course.[17:17:07 ERR] TrainingSetup: Training course is not configured due to errors.. Contexts=TrainingSetupSystem.Exception: Training course is not configured due to errors. ---> System.Reflection.TargetInvocationException: Exception has been thrown by the

Hi, I want to send an automated daily email of daily receipted stocks from Acumatica. I need them to be broken up between companies/branches and by item class if possible. Business event is what I am thinking, but I’d like to get your thoughts on how you would do it. Any recommendations are welcome 😊

Is there a an inquiry similar to Inventory Planner that has ‘Open to Buy” calculations in Acumatica? Something similar to this view:  

We have an overseas Vendor from whom we make large orders which frequently come in multiple shipments. When they send a shipment, we get an advance listing of the details of the partial shipments, like lot numbers, final quantities, or discounted items, which we use to get the purchase receipt set up in advance to make receiving go more smoothly. Additionally, since undershipping and overshipping are also common, we adjust the Purchase Order to reflect what the final quantities are so that our Availability figures are correct. Our issue is that when we have a first pre-receipt created, the purchase order cannot be edited until that first shipment is received and processed, so any items on subsequent shipments can’t have their availabilities updated or any other adjustments made which come with the vendor’s shipment confirmation. We can have open receipts like this for weeks to months. Is there a way to only lock down individual lines of a PO which are on an open receipt instead of the

Hello all,I would like to know if I mark the below employee as Inactive & deactivate the line items under the Delegates tab, would the delegation become inactive? Also how can I add date under Expires On field?  

We assign Delegates on Employees to facilitate Expense Claim entry on behalf of our field employees that do not have Acumatica credentials. We have a scenario where a particular person moved locations and is responsible for a different group of field employees. I know how mass add to all the new employees, but I cannot figure out how to mass delete from the old employees. Short of <Action: Delete> on the Employee Info target object, I cannot see where removing a row is possible. Does anyone have tips or tricks to achieve?  

Hi All,Currently, I am facing an issue where the Import Scenario only deletes one record at a time, so I have tried adding multiple lines using '= -2' to delete multiple records. However, I don't believe this is the proper way to delete mass records.After deleting the old delegates, I need to update the list with new delegates for the same employees using a single import scenario.Is it possible to handle both delete and update delegates in single import scenario. I am working on 21 R1.I have already added the import scenarios, and I would appreciate it if someone could review them and help me achieve the desired results.Thanks, in advance!

What are your thoughts on having Sales Prepared added to the Availability Calculation in a environment where inventory is high turn ?   Deduct Qty. on Sales Prepared A check box you select to deduct (for items of the class) the quantities of items on sales orders of the SO, CS, and IN types with the On Hold, Credit Hold, Rejected, and Pending Approval statuses from the available quantities of these items. The item’s quantity on sales orders with these statuses is shown in the SO Prepared box on the Inventory Allocation Details (IN402000) form.  

Hello community!Is there a way to default the warehouse for a line item based on the branch of the transaction (SO,PO,etc)? Similar to how the line details branch defaults to the branch you are creating the transaction in, is there a way for the warehouse to default here too?SO Created in the PRODWHOLE branch would ideally default to the PRODWHOLE warehouse.I have tried removing the default warehouse from an inventory item. It just appears blank and would still require manual selection. Thank you! 

Hi everyone, hoping someone can help me track down a strange issue with a business event sending duplicate emails for one vendor but not the other.SetupWe have a business event called PO Approved set to Trigger by Record Change, For Each Record, on the created Purchase Order Generic Inquiry (no grouping) screen. It has one subscriber - an email notification that sends the approved PO to the document owner.The trigger conditions filter by:New Field Value – Status = Pending Printing Or Pending Email Or OpenAndOld Field Value – Vendor ID = Vendor 1 Or Vendor 2Fields to Track includes both Status and Vendor (vendorID).The problemWhen a PO is approved for Vendor 1, the recipient receives two identical emails at the exact same time. This has happened consistently across multiple POs on different dates. When the same business event fires for Vendor 2, only one email is sent as expected.What I've ruled out— Only one subscriber on the business event— Only one business event linked to the email

When I load a vendor price worksheet using Excel, it is not checking the Vendor / Alternate ID combination.  It is matching it with any alternate ID, even if not from the vendor I specified. Does anyone know of a workaround for that or if it is on the docket to be fixed?