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In all the Sales Profitability Reports there are two flags to choose: Released Transactions Only and Completed Transactions Only.Released Transactions Only is easy to understand as it will display only released invoices or all invoices regardless they are released.My question is about Completed Transactions Only. What does actually mean completed transactions? I thought it was closed invoices but, based on the testing I did, it does not seem it is that.  

Good day CommunityPlease can someone assist me in try to find the node in the role permissions that will enable me to display the field below for a user. The user has full Delete permissions for everything I can find for Time & Expenses. Some of the nodes can’t be changed from Inherited to Delete, but if they are inheriting from an upper tier there should not be a problem, should there? I just can’t find the right node to make this field visible. Any help would be gratefully received.RegardsBarbara

Hello everyone in the community,I am working in the Acumatica Report Designer customizing the Accounts Payable report AP632500.rpx (AP Vendor Summary / Details). I need some help to solve a total accumulation issue with USD amounts in the group footers.Technical Context & What We've Done So Far: Currency filtering (CuryID): We modified the detail cells for the Monto USD and Saldo USD columns with a conditional so they only display data when the document is in USD and remain empty (Null ) for peso (MXN) vendors, avoiding visual duplication. Sign inversion: We applied logic to subtract documents of type ADR, CRM, and PPM. Current formulas in detail cells: Monto USD: =IIf([APRegister.CuryID] = 'USD', IIf([APRegister.DocType]='ADR' Or [APRegister.DocType]='CRM' Or [APRegister.DocType]='PPM', -1 * [APRegister.CuryOrigDocAmt], [APRegister.CuryOrigDocAmt]), Null) Saldo USD: =IIf([APRegister.CuryID] = 'USD', IIf([APRegister.DocType]='ADR' Or [APRegister.DocType]='CRM' Or [APRegi

Dear ALL,Is there a DAC in Acumatica that provides the opening inventory balance (ideally by period or date) for an item by Lot/Serial number without requiring customization?Specifically, I want to create an “Inventory In-Out-Balance Report by Lot/Serial” for each item by Lot/Serial number for any desired time range, as shown below. To create this report, I need a field that calculates the opening inventory balance based on the specific reporting period.  Best Regards,NNT

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.  

Quick question about the new Inventory release process introduced in 25R2: does the setting apply to a Tenant or the entire Instance when selected in the Production Preferences screen? We are interested in the feature, but of course we will need to test it to ensure compatibility with our workflows and customizations. The warning on the release notes is giving me pause:I don’t want to make a permanent change if it will break our manufacturing processes over in our production tenant. Thank you for any insight you can provide,

I was looking through the Acumatica new feature with 26R1 for Excel-Based Financial Reporting with InsightXL. Just wanted to see the experience with this? 

Hello all,I have an import scenario to create SOs from quotes and there are scenarios where the same item might exist in the quote before converting to an SO. Now upon running the import, since Acumatica would find duplicate values (Item IDs), it stops the routine. Any ideas how can I allow the routine to import the duplicate Item IDs in the single order?  Kindly suggest.

Has anyone tried ACUMATICA integration with Click Up or Monday as Project Management System for Asia region? Much appreciated for your information and sharing on how it worked also what are the challenges during implementation, Thank you

Currently, the system does not allow users to reuse a requisition when the associated PO is canceled. As a workaround, the existing PO must be deleted to enable the requisition to be reused and reprocess the bidding before creating a new PO. However, this approach is not recommended as it results in gaps in the PO numbering series. Rather than requiring the Purchase Order to be deleted, can we consider an enhancement that automatically reopens the related Requisition when the PO is cancelled, allowing users to reprocess the bidding and create a new PO without needing to delete the existing one?

Example :Inventory ID : B001How to i create 3 Barcode for B001 - BH, B001 - BOX, B001 - KARTON ?so, i can scan according the barcode,if i need 72 BH i can scan 1 - B001 - KARTON and 2 - B001 - BOX 

Hello Everyone.I have created a GI that dpending on selected “Module” should navigate to the source document in my side panels. For example “AP” should navigate to “Bills & Adjustments”. Here is partial data from my result grid I know my keys are DocType and RefNbr. So here is how I have set up my Navigation Parameters and Visibility Conditions  I have two problems.When I click on the hyperlink or record it doesn’t show the related document in the side panel.In my GI the navigation Icon is always invisible with this condition. If I deactivate the condition then it becomes visibleWhat I am doing wrong?

Hi everyone,I need to generate and print the Customer Statement report for a customer in USD, but Acumatica keeps showing/converting the amounts into our base currency (MXN).Where in Acumatica can I select or configure the statement to be printed in the original transaction currency (USD)? Is there a setting on the Customer profile or statement parameters for this?Thanks for your help!

Can I add the “Remove Hold, Release After Save” option? When I add “Remove Hold,” on import scenario I get an error saying that “Remove Hold” is disabled. but its working on save

I am currently configuring an automated invoice emailing process in Acumatica using Business Events + Email Notifications + Attached Reports.My setup is the following:Business Event Type: Trigger by Record Change Screen: AR Open Invoice (GI based) Trigger Condition: Old Status = Balanced New Status = Open Subscriber Type: Email Notification Attached Report: AR641000 - Invoice/Memo “Use Event as Data Source” is enabled Source Table = ARInvoiceThe Business Event and Email Notification are working correctly:The email is successfully sent The subject/body correctly resolves dynamic values such as: ((ARInvoice_refNbr)) ((ARInvoice_docType)) The Related Entity in Business Event history correctly shows the invoice reference number The AR641000 report displays correctly when manually run from the screenHowever, the issue is that the PDF attachment generated from the Email Notification is blank.The PDF structure/layout loads, but no invoice data appears inside the report.I already test that

I’m trying to follow the examples to change the CSS styling of a row within a grid: I’ve a custom field that gives the quantity allocated on each Sales Order details line and want to change the colour of that line to highlight when it isn’t fully allocated.So I started with this: UI Events: Changing of the CSS for a Row of a Table • UI Development Guide • Acumatica Beacon(And added handleEvent, CustomEventType, RowCssHandlerArgs to the import {} from “client-controls” ) @handleEvent(CustomEventType.GetRowCss, { view: "Transactions" })​ getReceivedRowCss(args: RowCssHandlerArgs<SOLine>): string {​ const split = args?.selector?.row;​​ if (split != null && split.UsrQtyAllocated.value < split.UnshippedQty.value) {​ return "bold-row";​ }​ return undefined;​ }​Where UnshippedQty is a standard field in SOLine. UsrQtyAllocated is defined in (DAC) SOCustomisations.SOLineExt, and in the .ts file as:export class SOLine_SOCustomisations

Hi Team, Do you know whether Acumatica supports E invoicing concepts. Do we require any customizations? Regards,Nithya

We have a large number of existing customizations built for Classic UI, including ASPX changes, JavaScript, PXControls, grid customizations, actions, and screen extensions.When the same screen is converted to Modern UI, which types of customizations typically require complete redevelopment rather than minor modifications?

We have drop ship products on our Shopify site - if purchased, the order will sync to Acumatica, a drop ship PO will be created, and then a drop ship receipt once the vendor has confirmed the order has shipped.Is there a way natively to mark these orders as fulfilled in Shopify? This happens automatically for orders with product we stock and can ship from our own warehouse; a shipment is created and confirmed and the order is marked as fulfilled in Shopify. However, because the drop ship process uses a receipt instead of a shipment document, and there is no place to enter tracking # information in a receipt, we cannot see a way to mark the order as fulfilled in Shopify.We are currently on 21R1, in the process of upgrading to 23R1; perhaps this has changed in the latest release?

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 Don’t miss updates, subscribe to Community site discussions for weekly updates and Acumatica News & Updates for important news. Also, be sure to subscribe to you discussion forum of interest. Seeking Volunteers - Acumatica AI Similar Case SearchHello, this is a message aimed at current Case Management customers,The CRM team is exploring a potential new AI feature for Acumatica CRM that automatically surfaces similar past cases, so support teams can find and locate solutions faster instead of solving the same problem from scratch every time. The goal is less manual digging, quicker resolutions, and more consistent answers across your team.More information HERE  Jini

Hi Community,I'm trying to enable the Upload button on the Bank Deposits (CA305000) screen. Here's what I have done so far: Set AllowUpload = true for the grid (DepositPayments). Added the [PXImport(typeof(CADepositDetail))] attribute to the DepositPayments view. However, the Upload button is still not enabled on the screen.Is there any additional steps I need to take to make the Upload button functional here?Any guidance or insight would be greatly appreciated!Thanks in advance. 😊

I upgraded to Acumatica 26R1 from 25R1. Executing the installer, if required us to make sure RabbitMQ is up and running and that I have an account which I can provide the installer with to authenticate. This post describes the problems I had and how I eventually had the messaging configured, Upgrading from 2025 R1 to 2026 R1 - RabbitMQ - Assistance Setting-up or Connecting to Existing Instance | Community. A consensus directs me to comment out RabbitMQ for messaging which I did.  When I follow these steps locally, my Acumatica instance starts and functions, but the messaging is failing: Page is not availableTo use the Business Events form, install MSMQ on the server and set the EnablePushNotifications key to true in the appSettings section of the web.config file of the application. Questions:What is the Acumatica 26R1 direction (and supported) for messaging? Is it MSMQ or RabbitMQ? We do have RabbitMQ up and running on our application server.

I'm using Acumatica from my Local host for the mobile application, and I'm getting an error when I'm trying to save expense receipt and also when I'm trying to add Activity under Contacts, the error is - Server Protocol Error - ERROR 404 - requested URL or resource not found. 

I’m trying to add a column to my customer’s P&L that will show the % of Sales for each row on the report (e.g., Sales = 100.0%, COGS = 36.2%, etc.). I can add calculations between columns (e.g., (F-E)/E), but not within the same column. Is this possible with the standard financial reports?

Hi All,I have a dashboard with 20 widgets. It's causing the dashboard to load slowly (approx 30 secs).We have already done SQL optimizations on the GIs, and also added Refresh Widget intervals — this helps with caching on repeat loads, but not the initial load.Our remaining bottleneck is browser connection queuing: all ~20 widgets fire simultaneously on page load, and since browsers cap concurrent connections per host, later widgets queue behind earlier ones — this accounted for more total load time than the SQL cost did.Also aware that Acumatica suggests a max of 10 widgets per dashboard, but this isn't a hard stop.Questions:Does Acumatica's Dashboard framework support lazy-loading widgets (only fetching data when scrolled into view), a "load on demand" setting (as opposed to loading everything on page open), or parallel/staggered loading? Is there a supported way to stagger initial widget load requests on page render, rather than all firing at once?Or any other way to help make the d