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I have two reports that we use in our Acumatica  AR610000 and SO643000.   Both reports are invoices.   Both reports have the inventory item quantity, price etc in detail section1.   The reports also have detail section 2 with line item note and the SO report has detail section 3 with a product attribute.   With a goal of having the body of the invoice more readable, I enabled borders in detailsection 1 in both reports.  However, regardless of the the settings being identical, the AR report shows the borders in the report around each item and the SO report does not populate the borders.  I am stumped.  Here is an image of the control box from the AR report Detail Section1 properties from AR641000  The following is an image of the same properties box from the SO reportDetail section 1 from SO643000Here is the output from AR report AR report showing top dotted line  Here is the output from the SO report SO Report - not showing border 

Client is taking pictures of packages during the shipping process and wants to send those pictures to the customer in the shipment confirmation report.  The link between the Shipment table and the UploadFile table works fine and assume that we are only returning .jpg files.There are two fields of interest in the UploadFile table:  Name and ShortName as they display in a text field.Name field:  Sales Orders (011110) ShortName field:  receipts camera352545645 20260602T203435 522.jpgTo display the image with database as the source, I used the formula: = [UploadFile.Name] + '\\' + [UploadFile.ShortName]The issue is that it errors with:The link ‘Sales Orders (011110)\receipts camera352545645 20260602T203435 522.jpg\receipts camera352545645 20260602T203435 522.jpg’ was not an imageI can’t find anyway to get the ShortName to not repeat.  I’ve tried substring, instr, and left functions.Any ideas?

We are seeing some order are failing with the below errorThe order is missing the ship via code. Please map it with the shipping option in the store settings or specify it on the Customer Locations (AR303020) form. We would like to understand how we can pass the ship via information from shopify to Acumatica. We have all the settings in store mapping as needed but still it is failing. For failed orders we are manually updating the ship via in customer locations and has to sync. can some one help how we can get the ship via information from shopify to Acumatica? currenty the customer created with blank ship via.

Issue Description :-When converting custom screens to the Modern UI, we encounter the following error:Error: The view doesn’t exist.This happens specifically of the custom screens when clicking the Convert to Modern UI action, the system shows the error. Expected Behavior :-Instead of the error, we should be able to download the Modern UI file that corresponds to the respective custom screen.  Thank you in Advance

Hello all,I want to design a P&L based on the item class as in the below screenshot. Now the only thing I am stuck is the . Is there a way we can design the same under ARM report? If not then under my report designer how can I design to include the COGS ? Because i need to calculate cogs based on COGS account class. 

Hi everyone, I am working on a report to display the monthly General & Administrative Expenses. I was able to create the report, but it runs into an error whenever I try to run the 13th period. I tried to research why this is happening and found out that it’s because of the formulas I used to display the column headers. However, I can’t find an alternative or a solution for it. Could anyone have any idea about this? I have attached the XML file for the report. 

Hi Everyone,When attempting to use the Mass Action from the Sales Order Generic Inquiry (GI) screen to print multiple Sales Orders, the system generates the report for only a single Sales Order, even though multiple records have been selected.Could you please advise if this is expected behavior or if there is any additional configuration or customization required to enable printing multiple Sales Orders in a single operation?Thank you. 

Is there a way to restrict what subaccounts can be used based on the account class?  We use subaccounts for departmental classification.  Like many companies, we do not departmentalize our balance sheet and use 000-000 as our balance sheet class.  With that, we do not want any departmental subacounts used on balance sheet accounts and likewise, we do not want the Balance Sheet 000-000 designation used on any P&L accounts.  We have to clean this up every month because mistakes will be made.

Customer does not have the Deferred Revenue module.Does anyone know of a way to accomplish the following scenario:Invoice customer for sold item and install is also invoice up front. The install credits a deferred revenue account rather than revenue When the install is complete, via a Field Service invoice, we need to debit the deferred revenue account and credit revenue- therefore recognizing the revenue when the service is comlete.Thank you for any input you can provide.

Customer is asking to export various Acumatica entities to Salesforce using the Acumatica Data Provider.  Working with Acumatica support, we were led to believe that it was possible and that you could define the Salesforce schema objects in the data provider based on the exposed Salesforce API.  I thought we would start their first request.  Map Customers to Salesforce Accounts.  The Salesforce data provider is connected and the fill schema fields works.  The customer is using the modern UI.I created a new Export Scenario for Customers to Accounts.  On most of my initial attempts to update a single account, I kept getting an error that multiple accounts found where account = ‘’.  When I added a mapping for the Acumatica customer number to export to the Account ID field, I received the error filter error: select id from account where accountID = ‘0000002’.  Then I put the Salesforce account ID in the External Reference field of the customer and now I get The ID field should not be speci

We have a custom report used to review outstanding customer deposits. After our recent Acumatica upgrade from 24R1 to 26R1, the report began returning different results depending on the user running it.When I run the report as an administrator, the report displays the full data set correctly, including 2025 and 2026 activity. However, when our Controller runs the same report with the same parameters, the report only appears to show data from 2024 and prior. Any 2025/2026 activity is missing from his output.I initially suspected this was a security/access issue, but I have not been able to identify the cause. I checked user roles, GL access, and report access, and I also temporarily gave the Controller Administrator rights. Even with Administrator rights, the report still behaved the same way for him.A few additional notes:The issue started only after the upgrade from 24R1 to 26R1. The report is custom and is based on GLTran data. The Controller can see 2025/2026 transactions in Account

When trying to upload using mobile app, or having a business event trigger a push notification we are seeing No access token returned invalid_scopeHere are the errors:When uploading using mobileThis all started after upgrading to 2023 R2.  Currently on 23.201.0092.

Are there any implementation/training documents in Acumatica’s open university for inventory planning? I can’t seem to find it :) 

Hi all,We're piloting outside processing (subcontracting) in Acumatica for manufacturing and ran into a gap while testing: Vendor Shipments don't seem to be supported in the mobile Pick, Pack & Ship / WMS scanning flow the way Sales Order shipments and PO receipts are.This matters a lot for us because many of our items look very similar to each other, and scanning the barcode to confirm we're shipping the correct item is a critical control for us — doing it manually on the desktop screen increases the risk of picking/shipping the wrong item.Questions for the community:1. Has anyone built a customization to expose the Vendor Shipment screen to the mobile app framework (similar to how Shipments/SO302000 can be exposed for scanning), so it can be scanned like a regular shipment?2. Is there a known ISV product that supports scanning/confirming Vendor Shipments for outside processing in Acumatica specifically?3. Is this on Acumatica's product roadmap for the WMS module?Any pointers, wor

Hello,          I am trying to write a GI to get the customer’s sold since information like the below screen.          You can find my share in the below post:     My solution almost works fine, but I find it difficult to get the “last sale qty” and “last sale price” by item using GI.     The last sales date can be got because the default aggregation is MAX, the max date is exactly the last date.      However, the max(orderqty) is not the last order qty, and also the max(unit price) is not the last unit price.     so currently, I am using the AVG unit price and Sum Order qty as a workaround, and it can be accepted by user.     But still, I am eager to learn how can I get the data using a single GI?   Thank you. 

Hi,Does anyone have experience with Email Templates using ((Case.Description)) or ((Tasks.Body)) in the layout but the notification when sent is almost certainly treating ((Case.Description)) or ((Tasks.Body)) as plain text and lumping every thing that should be on separate lines together? Email Template using ((Case.Description))Case Description on a Case CR306000 which is prepopulated from the Workflow inside the customization project All Emails GI record shows the ((Case.Description)) is plain text / squashed together This started happening with 26R1 but it doesn’t happen on every Case/Task Email Template where ((Case.Description)) or ((Tasks.Body)) is being used.I tried to replicate it many times but can’t.

Currently, the Acumatica FedEx Easy Post integration does not support the following FedEx label formats:4X6.75_LEADING_DOC_TAB 4X6.75_TRAILING_DOC_TABRequirement:Add support for the following label stock types in the FedEx Easy Post plugin: 4X6.75_LEADING_DOC_TAB 4X6.75_TRAILING_DOC_TAB  please guide me on how you configured it? Any details or suggestions would be greatly appreciate...

I'm looking for feedback on a file synchronization issue we're experiencing.ScenarioWe have an Import Scenario configured to pull a file from an SFTP location using the File Maintenance screen's Synchronization tab (Synchronization Type: SFTP). The provider overwrites the same file in place each time new data is available — the filename does not change, only the content and (presumably) the modified date on the SFTP server.IssueEven after the file is overwritten on SFTP with new/updated records, Acumatica continues to import the old data. QuestionsDoes Acumatica rely on the file's modified timestamp or other metadata to determine whether a synchronized file has changed? Has anyone successfully used a single fixed file name that is continuously overwritten?

We are using the native shopify connecter with bidirectional sync for sales orders - and i found that if i cancel orders is shopify, it cancels the order in acumatica properly.but if i cancel the order in Acumatica, the moves to “Cancelled” in shopify - but the payment does not get “Voided”, it just remains authorized and i have no way to manually cancel it in shopify. i reached out to shopify plus support and they said it needs to be done by the API.Anyone have any insight into this?  

We have a large field service division that runs daily break/fix service calls. Each technician has their own service van full of inventory that they use for these calls. In Acumatica we have created a separate warehouse per truck in order to track the inventory levels and perform daily replenishment. How can we set a default warehouse (truck) per employee so when they add inventory items to their FS appointments it comes off of their truck only? It needs to be automatic; we run hundreds of calls per week and cannot expect our technicians to add their warehouse and warehouse location each time they enter a part/item. (We are running 26R1 for reference)

I have DeviceHub configured successfully with printers, but when I add a usb scale it exceeds the API request limit all on its own after a minute or two. Seems like devicehub is updating the SMScale table with the scale weight, but then forgetting to log itself out after??Does anyone have any ideas? TY!!  

Has anyone figured out how to restrict a column datasource for a specific segment of the subaccount?  We have a client with a 4 segment subaccount and they want to break out columns of the financial statement based on specific values of the 4th segment.  I have tried various different possible wildcard characters in the subaccount string for the first 3 segments but it keeps returning nothing when run like that.

Hi Acumatica Community, I am in a situation where in our production environment when a user upon Loading the Documents and just before clicking “Save” the system is working perfectly.The moment “Save” is clicked the system becomes unresponsive for all the other users who were trying to do anything. The “Save” action alone is taking almost minutes sometime even multiple minutes and no other user is able to do anything and the system just becomes unresponsive.I did check if it could be related to some customizations and even tried unpublishing the customization that touched this screen; the problem still exists.Steps that I have taken to find the root cause of this:Tried to do record a Profiler for this action from the moment this screen loads. Upon inspecting the profiler for multiple scenarios the thing that was consuming the most of time was an Update SQL specially an update query that was taking multiple seconds. the longest time consuming SQL update statementupon sorting on the long

I have a GI that compares settlement batches to AR payments and then puts those payments on bank accounts, but I’m finding that even though settlement batch processing center transaction numbers match AR payment external reference numbers it’s leaving certain information blank. I’m sure it’s something simple I’m missing!

I received a payment from a Vendor that is a refund for a previous invoice paid.  How do I process this transaction to show that this vendor paid me back?  The refund exceeds any of my invoices and all invoices have already been paid.  So there is no open invoice to apply a credit to.  Need some help.