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Hi Team, through testing, we've confirmed:Delegation only works if the delegate is already listed as an authorized approver (in the Approval Map or Workgroup) for that step. Delegating to someone outside the map/workgroup has no effect - they can't see or act on the item, even though the delegation is saved. If a person is already a listed approver/workgroup member, they can approve on a colleague's behalf regardless of whether delegation was set up at all - simply because they're already authorized. This raises the question: what scenario is Delegation actually solving, if a Workgroup member doesn't need to be delegated to act, and a non-Workgroup member can't act even if delegated?Is Delegation intended for a narrower use case - for example, routing to a specific single person outside the group (rather than "any workgroup member"), or perhaps intended for approval maps that use a single named Employee approver (not Workgroup-based) so there's normally no built-in backup? Any clarific

When a user is created manually on the Users screen, entering login ID directly, with Generate Password checked, linking to an employee, assigning roles, and saving, the welcome email fires immediately and is logged in Activities.When a user is created using the "Add Active Directory User" button, following the same subsequent steps (link employee, assign roles, save), the welcome email does not fire. Is this expected/documented behavior, i.e., is the welcome email trigger tied specifically to system-generated password creation (which AD-linked users never get, since they authenticate via AD)? Or is there a setting/condition we're missing that would allow the email to fire for AD-imported users as well?We'd like the same welcome notification to go out to AD-imported user.

We are newly using 2025R2 AP incoming document recognition.  Am curious from other users if/when it learns the repeat invoice(s)?  We are finding it is not learning at all.  Each time you are having to map the missing fields.  We are likely going to abandon soon.

Looking for options on how to handle this scenario. I need a way to send an attachment that is sitting on a purchase order when PO moves to open status. Any ideas on how to accomplish this?

Hi community,Does anyone know what access rights allow for a role to log into the site under Maintenance Mode? I know it says only system administrators can log in. If I copy and paste the System Administrator role in Acumatica to a new role, can that new role log in under Maintenance Mode? If not, is it possible to be changed? I am looking for a role that has almost everything the System Admin has; however, I want the role to be able to login under Maintenance Mode.Thanks,RJ

Does anybody have an import scenario for the product configurator?

Hi all,I put together a small customization to make the **Sales Person** fieldrequired on the Sales Order Lines grid (SO301000), since our process needs asales person on every line for commission tracking. I figured I'd share ithere in case it's useful to someone else, and also because I'm still fairlynew to Acumatica customization and would love a sanity check from people withmore experience.The approach: since `SalesPersonID` already exists on `SOLine`, I used a`CacheAttached` handler with `PXMergeAttributes(Method = MergeMethod.Merge)`to add `Required = true` without redeclaring the field's other attributes,plus a `RowPersisting` handler to actually block the save (since `Required`alone only affects the UI).Full code + explanation here: https://github.com/i-wild/acumatica-sales-person-required```csharp[PXMergeAttributes(Method = MergeMethod.Merge)][PXUIField(DisplayName = "Sales Person", Required = true)]protected virtual void SOLine_SalesPersonID_CacheAttached(PXCache cache){}prote

I'm trying to make the Subaccount (SubID) field editable on the Journal Transactions screen (GL301000), regardless of the Batch Module (GL, AR, AP, etc.) or the Batch Status (Balanced, Released, etc.).My goal is to have the Subaccount field always enabled so that users can modify it.I first tried the following graph extension:using PX.Data;using PX.Objects.GL;namespace EnableSubaccount{ public class JournalEntry_Extension : PXGraphExtension<JournalEntry> { protected virtual void _(Events.RowSelected<GLTran> e, PXRowSelected del) { del?.Invoke(e.Cache, e.Args); if (e.Row == null) return; // Make the detail cache editable Base.GLTranModuleBatNbr.AllowUpdate = true; Base.GLTranModuleBatNbr.Cache.AllowUpdate = true; // Enable only the Subaccount field PXUIFieldAttribute.SetEnabled<GLTran.subID>( e.Cache, e.Row, true);

I’m going live on Acumatica 8/3 (leaving DDI after 20+ years). We're an inventory-based B2B wholesale distribution business with our own fleet of delivery trucks. Since it’s cloud-based, I’ve been eager to see how much functionality we can get out of the mobile app…….my preliminary evaluation of the app is that it seems to have limited transactional functionality, but I’m eager to hear from folks in the community (especially users with their own fleet of delivery vehicles) how they leverage the app. Can the native app be used by delivery drivers for proof of delivery purposes? Is there signature-capture functionality in the app? Thanks.mikeSanico

We're testing Workgroup-based approval routing (Company Tree, EP204061) as the Approver on an Approval Map (EP205015) so any member of a group can approve when the primary approver is unavailable. This works as expected in 2025 R1. We're migrating to 2026 R1 in ~3 months and want to confirm: has the Workgroup-as-Approver mechanic, or general Company Tree behavior, changed at all in 2026 R1? We're aware 2026 R1 adds new approval workflow support for Inventory Adjustments specifically - just want to confirm nothing changed for existing AP/PO/Expense approval maps already using Workgroups.Is there any recommended best-practice approach than this work group or org-chart approach?

This appears to be a bug unless someone can help explain what is happening (and possibly how to avoid) I am attempting to add a 2nd UOM for a group of items purchased from our default vendor. Typically we might buy an item in a 100 unit case but the default vendor offers the same item in a 200 unit case as well.  When I add the new UOM on the Vendors tab of the Stock Item and click save, the new UOM will be listed with the original one and only the old UOM will have the Default (for Vendor IsDefault) checkbox checked. However, if you refresh the page you will discover that neither row has the default checkbox selected!The item no longer has a default vendor?! How? and why?  If you try to add the new UOM from Vendor Inventory (PO201000), you get an error “An attempt was made to add a duplicate entry.” even though that page is capable of displaying and editing multiple entries Is there an easier way to load this data without removing default vendors from our items? 

When I try to open my page in 26R1, I now get the following new error in the screen:An Error Occurred While Processing Your RequestThe Void CorrectShipment(PX.Objects.SO.SOOrderEntry, PX.Objects.SO.SOShipment, CorrectShipmentDelegate) method in the DeliveryTracking.SOShipmentEntryDeliveryTrackingExt graph extension is marked as [PXOverride], but its signature is not compatible with the original method. What changed between 24R2 and 26R1?  I looked in the Developer Release Notes but nothing was mention for CorrectShipment or SOShipmentEntry.Here’s my code:        [PXOverride]        public void CorrectShipment(SOOrderEntry docgraph, SOShipment shiporder, CorrectShipmentDelegate baseMethod)        {            DeliveryTrackingSOOrder ext = docgraph.GetExtension<DeliveryTrackingSOOrder>();            try            {                ext.skipDeliveryTrackingSubmitOnSave = true;                baseMethod(docgraph, shiporder);            }            finally            {               

When multiple approvers are assigned to one step and any of the approvers can fully approve that step, then one of the approvers approves that step, the other approvers are typically unaware this has happened. If they also try to approve the same step, they receive a fairly cryptic message about being “not authorized”. It would be much better if the message returned told them the workflow step had already been approved. As is, it leads them to believe there is a permissions issue or some type of error happening.Has anyone found a good workaround for this? Obviously over time we can train the approvers to recognize the cryptic message and understand why they are getting it, but it would be better if the message was more clear/informative.Any other thoughts on this?Thanks,Mike

We are getting an error when using the Substituted List function on the stock item screen in an import scenario.From what we read, this is supposed to be supported. We created a substitution list with the stock item (original value) and vendor part number (substitution value).The field in the excel file ([Vendor Inventory ID]) contains the original value. We were expecting the inventory ID to be replaced with the substitution value (stock item), but we are getting an error that suggests it is trying to insert a new value. Anybody have thoughts or suggestions?   

Hi Everyone,We're encountering a customer sync issue with the BigCommerce Commerce Connector.We use a single Generic Guest Customer Account in BC201000 to store guest customers. When a guest customer later registers as a standalone customer in BigCommerce, Acumatica attempts to create a new customer record but the sync fails with the following error:“ The Customer record with the same field or fields (user@email.com) in the ERP system has already been synchronized with another Customer record with external ID user@email.com.” We searched the BCSyncStatus table (using both a GI and the All Records tab) but found no mapping for the reported external ID. We also tried making the original guest location inactive and changing its email address, but the error persists. Any suggestions would be greatly appreciated.

Hi Team,I am looking for the 26 R1 customization project, but I couldn't find it in the thread below either.Could someone please share the project or let me know where I can access it?   

Hi, While releasing “Materials” transaction for Non-stock items , no inventory transactions (issue transactions) get recorded however for “Purchase Receipt” there is inventory transaction (receipt) get created. Is it expected behavior or I am missing something ? I have observed that scenario in 25R1. Please help me 

I am migrating a 25R1 Self Service Portal to 26R1. I have the main site running in 26R1 with my customizations.I installed the portal against my 26R1 database.  I created a new VS project and copied in my code from the 25R1 stuff.  It is all kinds of broken.  The PX.Objects.SP is gone.  I added PX.Objects.Portals.dll into my project and it resolved some of the bad references.Does anyone know what assembly I need for PortalSetup?  I also used SP.Objects.IN.Descriptor.  That is missing too.Is there some reference material as to what I need to do to fix my bad references?  Sorry if it is something I should know about already, but I am not able to find anything.

Does someone know if Acumatica is planning something to handle the catch-up contributions for 2026? Standard contributions will be pre-tax, and catch-up will be taxable. Thanks,  Andres  The 401(k) employee contribution limit for 2026 is $24,500, with catch-up contributions of $8,000 for ages 50–59 and $11,250 for ages 60–63.Standard Contribution LimitsFor 2026, the maximum employee deferral to a 401(k), 403(b), or 457(b) plan is $24,500, up from $23,500 in 2025 (IRS Notice 2025-67). This limit applies to the combined total of traditional pre-tax and Roth 401(k) contributions.  IRS+2Catch-Up ContributionsAges 50–59: Eligible to contribute an additional $8,000, bringing the total possible contribution to $32,500.    3 Ages 60–63: Under the SECURE 2.0 “super catch-up” provision, participants can contribute an additional $11,250, for a total of $35,750 if their plan allows.    3 Starting in 2026, catch-up contributions for employees aged 50+ who earned more than $150,000 in FICA wages in

I created a GI that monitors SO Lines for items that are “Explodable” which are designated via an item attribute. I’m new to creating business events but I want an import scenario to run when new records are added to this GI. When the items are exploded the “Explodable” item is deleted from the sales order, thus not returning to the GI that monitors sales order lines. Do I have my business event set up correctly? I can’t seem to get it to fire.  XML AttachedThe import scenario itself operates as expected.

We have an issue where our team processed a production Move transaction for the incorrect qty. and work order closed. Finished goods is now overstated and raw/pack understated. What is the best way to return and deconstruct some of that product to reduce our FG and increase the Raw/Packs?

Info:Payroll is currently supported in all US States and Canadian Provinces. (Partners who have not implemented payroll in Canada should still create a presales support case first.) Payroll is not officially supported in US Territories (Puerto Rico, etc.)  Functionality Puerto Rico Virgin Islands (US) Guam American Samoa Norther Mariana Islands Setup Work Location Yes Yes Yes Yes Yes Hire Employees Yes Yes Yes Yes Yes Process Payroll Yes Yes Yes Yes Yes Government Reports - - - - - Create US W-2 Yes Yes Yes Yes Yes Create Territory W-2 or equivalent form - - - - -

Does anyone have a list of the financial institutions in Canada that are currently integrated with Acumatica for bank feeds? Thanks in advance,Kevin

Hey, gang - I’m not able to link an Employee to a user and for the life of me I can’t figure out why.   The Employee is not selectable in the Linked Entity  The emails between the Employee profile and User profile are identical There is NO contact that the employee or user is linked to. There are other employees that have similar configuration (Class, Branch, Department, etc.) that have no issues linking. There IS a business account and vendor set up for this employee, but there is no meaningful link between the BA/Vendor and Employee other than the name.Any ideas on where else I need to look?  

I work in a furniture business and looking at ways to reduce manual entry of Sales Orders. We have many small sized customers who do not have advance tech ability and often send their order either as a PDF attachment or in the body of an Email.  They are not too interested in EDI.  I’m looking for a system can read these PDF/emails as they are the same format each time and automatically import and create a SO.  Currently only found Artsyl but I’d like to review a few.Does anyone use a system like this already?  I am very interested in you experiences and suggestions.Thanks