Discussion Forums

We’re having an issue where Acumatica 2025R2 is not respecting the dates that we are sending through the API (MANUFACTURING/23.200.001) when creating Move Entries.  It seems to always default to the system date.  Here is the JSON we’re sending and the date is 2026-06-01 but the resultant Move Entry in the web interface shows today’s date.  Any thoughts or suggestions?{"Document" : {"Date" : {"value" : "2026-06-01T00:00:00+00:00"},"ProductionNbr" : {"value" : "00137227"},"Hold" : {"value" : false},"ControlQty" : {"value" : 8},"OrderType" : {"value" : "RO"},"PostPeriod": {"value": "062026"}},"Details" : [{"Quantity" : {"value" : 8},"ProductionNbr" : {"value" : "00137227"},"UOM" : {"value" : "EA"},"OrderType" : {"value" : "RO"},"OperationNbr" : {"value" : "0010"},"InventoryID" : {"value" : "301238"}}]}

Hello! Is it possible to still mass process orders that were on backorder status but now have enough qty for shipments? Currently, ‘process order’ screen is used to mass create shipments for orders in the system. Shipping rule is to allow back order, so when items have insufficient qty, those orders go on back order status. The issue is when those items are restocked, and now have qty for shipments to be created, users have to go find these orders individually in the system and create shipment. It would be nice if these backorder status orders could also show up in the process order screen so users can mass process all the orders that are in backorder status but now have enough qty. Any thoughts? Thank you!

Wondering if anyone is successfully using Bank feeds in Canada? Looking for strategies that work.  The client banks at BMO and BNC and we’ve had a hard time making connections to either. We’ve tried both Plaid and MX with no real success.  We did have a connection to BMO but using a bank card instead of normal account credentials but that has since stopped working. And at one point we were able to connect successfully using MX but the Refresh did not return any transactions on accounts that definitely had transactions.  Very frustrating!

When calculating the amount of daily bank funds transfers, sometimes mistakes are made.  The most easy fix would be to reverse the entire entry and start over.  However, Acumatica will not allow us to reverse a funds transfer entry.  Here is the error message:In the G/L #1001 is designated as a Cash Account as we use it for cash clearing.  Appreciate any ideas about what is stopping even our Admin from reversing a funds transfer.We only have 1 branch within Acumatica.

California has implemented a new waste recycling fee for Covered Battery-Embedded products (CBE waste recycling fee). We are required to collect the CBE waste recycling fee from your customers upon the purchase of a new or refurbished CBE product. The fee is 1.5 percent of the retail sales price for each CBE product sold or leased for use in California and should not exceed $15 per product.Additionally, the fee must be listed as a separate line item on the receipt and cannot be included in the sales tax calculation.Our VAR has recommended an approach but I imagine this would apply to a large number of Acumatica customers. How are others handling this? If it’s helpful, we use Avalara as our tax provider and will shortly upgrade to 2026R1.

Is there a way to have audit tracking on when changes are made to the Enable/Disable Features screen? I think this is important for proper tracking and error checking, in the event there are any bugs that come up.

New Acumatica Overview Video for 2026.  Our last one was dated back in 2019.  

I’m currently testing exporting Customers from Acumatica to Shopify (as Companies for B2B) and had a couple of questions:Is there a way to have the Company ID in Shopify match the Customer ID from Acumatica? Ideally, I’d like to keep them aligned for easier tracking and reconciliation. I enabled “Import Company Contacts as Customers” along with bidirectional sync. This successfully creates customers in Acumatica when they’re assigned to company locations in Shopify.However, I’m running into an issue with phone numbers:Shopify always includes the country code (e.g., +1) Acumatica’s phone input mask doesn’t accept this format This results in an error during import: “Object reference not set to an instance of an object”Has anyone dealt with this before?

Hi! I am still new to customizations and am learning the no-code options every chance I get, but I’m stuck on this one. Shipments → Shop for Rates → Add Package → Search BoxI was able to do the same thing in the Packages tab by setting FilterByAllFields to be true, but there doesn’t seem to be an equivalent in this part of the Form. Any help would be appreciated!  Process that worked for Packages Tab 

I have a customer that is using Plaid to as their provider for bank feeds. There is a column in the file labeled check number with the check number in the field. The check number is not appearing in the when the bank feed is processed. I attempted to map that field but when I did that, the customer received the error “object reference not set to an instance of the object. 

I found that when importing Production Order Labor in the modern UI in 25R2, the values 0130 is interpreted as minutes and the time is converted to 02:10. This also happens any where when time spent is entered like time cards, activities, etc. For example, and tab or enter you get.I have not tested the bill of material imports but I assume the same behavior.  

We have recently upgraded from 2024 R2 to 2025 R2. Users reported that the same Dashboard loads much faster than before. Is this due to actual optimizations made to the underlying platform mechanism?

Hello,I am trying to build a customization where I want to make the Unit Price (CuryUnitPrice) column on SOLine editable even when the Sales Order is in the Completed state.I have been able to make the field editable, and after updating the value, the Save button is also available to save the updated changes. However, when I click the Save button and try to save the updated value, I am getting the following error:  Here is my code for the Graph Extension as well as the Workflow Extension.Workflow Extension:public class SOOrderEntry_Workflow_Ext : PXGraphExtension<PX.Objects.SO.SOOrderEntry_Workflow, SOOrderEntry>{ public static bool IsActive() => true; public override void Configure(PXScreenConfiguration config) => Configure(config.GetScreenConfigurationContext<SOOrderEntry, SOOrder>()); protected virtual void Configure(WorkflowContext<SOOrderEntry, SOOrder> context) { context.UpdateScreenConfigurationFor(screen => screen.

Hi All,I am currently setting up a QR code that can link directly to a Fixed Asset ID.At the moment, the QR code works when I use the fixed screen link only, and I can access the FA screen successfully. However, when I concatenate the FA ID field into the link, the QR code no longer works.Could you please advise if there is any specific configuration required for this? I would like to know if I am missing any setup or if the link format needs to be adjusted.It works with the screen link only, but it does not work after I add the FA ID field.Thank you.

I’m running into a strange issue where I have a customization project targeting PO screens with multiple purposes - some validations to prevent certain combinations of projects and subaccounts, and another to unlock certain fields like descriptions and such while the po is in pending approval status. When I publish this project on my local dev environment, all works great (no other customization projects installed). When I publish this exact same project on a client’s cloud environment, the validations work but the field unlocking under pending approval status does not. Both environment have exactly the same version and patch deployed (2026R1 Patch1). I’ve unpublished all other customizations and only published this project in both environments, and the same happens. In the dev environment, everything works as expected in both classic UI and modern UI. In the cloud environment it does not work in either. This customization used to work in 2025R1 on the cloud environment, but stopped wo

Hi everyone, could you share your experience on how to find performance issues? For example, code logging, it could be event logs or method logs. Also sometimes I encounter high wait times and I don't know what it is and what could be causing it.Example of high wait timeThis one is more  stranger thatn first one.Please share your expericence, i will be very appriciated.

I'm migrating my Acumatica customizations from Classic UI to Modern UI and stuck on one critical part: extending the radio button list in the "Calculate Pending Prices" dialog of the Sales Price Worksheets screen (AR202000). In Classic UI, I added 2 custom radio options (Last Cost + Amount / Avg./Std. Cost + Amount) to the "Price Basis" list in the "Calculate Pending Prices" dialog, and it works fine.After switching to Modern UI, the new options don't show up in the dialog. How can I make my custom radio options appear in the Modern UI dialog?Thanks! 

I made customizations to the Shipment and SOShipLineSplit screens in Classic UI. Thanks to this posthttps://community.acumatica.com/develop-customizations-288/modern-ui-adding-custom-fields-to-line-splitting-grid-so302000-using-shared-templates-34079?tid=34079&fid=288I can now customize the line grid of the ShipmentLineSplit. But how can I customize the header section of the SOShipLineSplit panel? My requirement is to display the total quantity of the current split lines in a dedicated field.I successfully implemented this in Classic UI before, but I don't know how to migrate it to the new Modern UI — specifically, how to display my existing field on the new Modern UI page. The issue I'm facing is that in my old customization project, the Usrshippedqty field is defined in the SOShipment DAC. How can I display this field on the SOShipLineSplit panel in the new Modern UI? My customization projects are attached. 1 is with modern file, the other is without modern fileBy the way, the Mo

I have a requirement for the SO302000 (Shipment) screen. In Classic UI, I added a read-only display field at the top of the SOShipLineSplit (Line Details) popup to show the total quantity of all split lines.This field does NOT need to be stored in the database — it's just a simple display label for user reference.I have issues when migrating it from classic UI, but there is no need to migrate, if I can develop it directly in Modern UI.How can I implement this in Modern UI? I just need to show a calculated total qty field on the popup header.

We have a Role that requires the ability to release inventory transfers. To all indications, I have set the Security Access appropriately. However, the green RELEASE button does not appear nor is there an option to Release in the 3 dots menu.  Originally, we removed the ability for this Role to release transfers, but we now need to restore that access. How do I restore the Release button?

Hello all,I have been trying to create a GI that will display the list of the customers whoes Customer class has an AttributeX added.How can I do so? I’m getting a bit confused in here as I tried to use AttributeX contains CustomerClass ID under Relations tab but no use.

When “Send Documents in One Email” is used, Acumatica generates a single email activity that is associated with multiple invoices. Since this activity is shared across several records rather than tied to just one, it does not appear in the Activities tab of an individual invoice and is instead found in the overall email history.This means the Receivables team has no visibility, or proof, that an invoice was communicated to the customer. Is anyone using this feature and have you determined a way to track these activities on each invoice? 

hi!our client needs to be able to track workers comp codes by task and employee.  they have a wage-tiered rate structure so depending on the rate of the employee, the WCC can vary. For example: Employees work plumbing tasks that have two different WCC codes depending on their hourly wage rate:- WCC 5183 (Plumbing Low Wage) applies when the employee rate is under $32/hr at 0.073981/hr- WCC 5187 (Plumbing High Wage) applies when the employee rate is $32/hr or above at 0.038358/hrThe problem is that Acumatica's WCC source mapping only supports Project/Task or Labor Item as triggers, neither of which is wage-rate-aware. ExaCTIME has confirmed they do not pass WCC codes or any wage-tier differentiator — timecards come over with Project, Task, and Hours only.We've looked at using labor items as the discriminator, but that doesn't work without ExaCTIME sending different pay codes. Employee-level WCC assignment won't work either since employees cross the $32 threshold regularly. We've looked a

Running Build 26.100.0175 The instructions have the following block:*Activity log*<foreach view="Activities">- Activity Type:((Activities.Type))- Activity Date:((Activities.StartDate))- Activity Summary:((Activities.Summary))- Activity Details:((Activities.Body))- Activity Incoming: ((Activities.Incoming))</br></foreach>Formulate the response in English. Use the activity details from the past 30 days, to provide the case full view. The response should include the below points only:The prompt shows the following without showing any of the activities that are on the case :*Activity log*Formulate the response in English. Use the activity details from the past 30 days, to provide the case full view. The response should include the below points only: Compare to the CLOSURE-NOTES prompt which has similar instruction block and does show activities.*Activity log*<foreach view="Activities">- Activity type: ((Activities.ClassInfo))- Activity date: ((Activities.StartDate))

Is it possible to have two different Numbering Sequences to for Vendors based on the Vendor Class? For context, standard vendors have the auto-Number Sequence of V###### and our Customer vendors have alpha-numeric coding based on another internal system. We’ve historically just created the Customer with a manual Numbering Sequence then extended them to a vendor, then used an generic import to get the payment method on the Vendor.We’re trying to integrate the two systems so that when a customer is created in our internal system with the elected payment method then a new Customer Class vendor will be created with the payment information then a workflow will extend it to a Customer. Our hiccup is when we ran the code to create the vendor it gets created as the V##### naming convention. Our other potential solutions are:Create the Customer ID then the workflow to extend it to a vendor we lost the payment method on the Customer object when we tried this Change Vendor Numbering Sequence to