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Hi Acumatica Fam! I hope everyone is doing well.I have created a basic Import Scenario to add new customers and update existing records. Everything is working correctly, except for updating the Default Payment Method under the Payment Method tab.By default, the system pulls the settings from the Customer Class, but some new customers require a different Payment Method. Has anyone successfully updated this specific field via an Import Scenario?I’ve attached screenshots of my current Import Scenario and the specific field I am trying to update for reference.   

I am trying to create a dashboard widget for unassigned opportunities from the Opportunities generic inquiry.The filter would be:    Opportunities having a status of open or new    Owner ID is empty.However when creating this filter, there is no option under the Ownder ID for ‘Is Empty’. Nether is there one for assignment date. Whe creating a chart using the AI Assistant on the above criteria, I see on the filter for the widget, the filter shows as follows:How does one replicate this on a widget such as the one I have tried to create form a dsshboard?

Hello all,I have been trying to fetch the GIs from Acumatica and push to Power BI. I installed the Power BI desktop version, created a new API user in Acumatica with admin and OData roles assigned.Selected Get Data → OData option in Power BI:  Entered in the URL:https://Application site domain/odataFYI, Its a multi tenant site. and then clicked on connect, after entering in the password:I tried to login using the “Basic” menu in the left pane also, but triggers the same error. Can anyone guide me on this how can I get this connected?The PowerBI username being used here is of UserType=API in Acumatica.Thanks.

First, I’m not even sure what I want here is possible, but seems like if it is this is the place.I’ve got a completely custom form that shows information about a linked products record. I’d like to have a grid that lists the notes, but have an option for a split screen that shows the detail of one field (aka the content of the note) adjacent to it and is displaying the note content for the selected row.Is this a possible thing? Desired content detail would display in the box with the arrow. 

I’ve got a custom field that is Int64. It’s holding a key value from another application. It’s correctly stored in the DB as 16 digits, but the UI only displays 14. This was the same in Classic UI, but I could force it to use display as a string and all was well (it’s rarely if ever entered by anything than the integration code or an Admin, so digit checking not important.)I was *hoping* that modern UI would ditch the 14 char limits, but seems like no. How do I make modern UI display all the digits?Thanks in Advance!

 Hello,Has anybody figured out how to display the tooltip on a field? I am trying to follow the options here without much success: https://help.acumatica.com/(W(11))/Help?ScreenId=ShowWiki&pageid=b510e5fb-72c3-42f5-a48c-39dda10f0accHow it was displayed on the classic UI (ASPX):<px:PXDropDown runat="server" ID="edUsrTBBRPDValidationBrand" DataField="UsrTBBRPDValidationBrand" ToolTip="Controls validation behavior when Brand is missing or invalid during XYZ Product Data processing. Options: None (no validation), Warn (display warning), Error (block processing)." />Here is what I’ve tried:.ts File:import { Messages as SysMessages } from "client-controls/services/messages";import { createCollection, createSingle, PXScreen, graphInfo, PXActionState, viewInfo, handleEvent, CustomEventType, actionConfig, RowSelectedHandlerArgs, PXViewCollection, PXPageLoadBehavior, ControlParameter, localizable } from "client-controls";import { INSetup } from "./views";@localizableclass LocalizableSt

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 Karthik Gajendran - Acumatica Community Featured Member for April 2026Meet Karthik Gajendran our Acumatica Community Featured Member for April 2026. It’s great to have you as part of the Acumatica Community ​@KarthikGajendran! Acumatica Community Webinar - Data by Design II: Take Acumatica’s Report Designer to the Next Level - April 21, 2026Ready to go beyond the basics? This intermediate session builds on Data by Design. If you’re comfortable modifying reports and working with data, it’s time to unlock more advanced capabilities that give you greater control and flexibility.RSVP HERE Acumatica User GroupsNew! Indiana Acumatica User Group, Construction Customer User Gro

Hello Friends,I have a few questions for those who are Amazon Sellers and use Acumatica, of course. I would like to know if someone has experienced what I am going through currently and if you wouldn’t mind sharing with me how you handle it?A few notes about us so you have a better understanding, we get hundreds of orders everyday, we do not have Amazon payments connected to Acumatica so we manually process payments for every order in bulk. I also believe the person who was before me did things incorrectly and she trained me and so I feel like I am making our books not have accurate information because of that.First question, I was wondering if you could tell me how you make sure that all the orders that Amazon says you have are in Acumatica? Currently I download an All Orders report for the time frame I want, and then I have a report in Acumatica that pulls all the sales order for the same time frame (I might do a few days overlap in case of delayed transactions). I then do a Vlookup

HI, I have created a business event that I want to archive every BOM but the latest one. Can any one give insight as to what the trigger conditions should be? My GI work fine and so does the import scenario, the Business Event is not firing. I also do not want it to archive the newest BOM such as A.  

I have a customer who needs to add Shareholder Insurance (SHI) to every payroll. It needs to go in as an Earning and out as a Deduction (Gross up/Net zero).Is there a "recurring" feature in Payroll that I’m missing? I cannot add the SHI Earning Code to the Compensation tab on the Employee Payroll Settings (PR301000) screen because of the Earning Type restrictions.How are you guys automating this so the client doesn't have to manually add these lines to the paycheck every month?

In a Sales Order, add the linked Purchase Order in the Sales Order line for each SO line item.  (SOline.PurchaseOrderNbr). If the PO Nbr was added in the SOLine DAC, you could have a Sales Order Generic Inquiry that listed Sales Orders with the associated PO for each line item in the Sales Order, thus enableing you to quickly check on Purchase Order when a customer calls to inquiry about a Sales Orders. Often, a Sales Order is assoicated with more than one Purchase Order and you would have the ability to display the associated PO with each line item on the SO.  

Does anyone have an example of an import scenario that will update the Lot Size and Min Order Qty for Supplier Inventory?  There are many items where multiple suppliers can supply the same stock item so it needs to be specific.

Hello,I have a user that works hand in hand with our Marketing Manager. She currently has a delegate mailbox of his. Most of the marketing leads come in through his inbox, not hers. While he has the plug in, it is her responsibility to create the leads. Can the plugin work on delegate mailboxes? Say an email comes in to his mailbox, she sees it, can she create a lead using the app? Currently if she tries, the app doesn’t show up.Also, a lot of these emails come in with a list of recipients. Can more recipients be pulled in than just the email author? So, if an email comes in from ABC company, can the author, Mark be pulled in as a lead as well as Judy who was CC’d. Or will Judy have to be done manually? Thank you,Brent  

Hey, Gang - running into an odd result when creating an access role.  I need to have the Stock Items screen ONLY display the CROSS REFERENCE tab.  As it stands, revoking everything but the Cross Reference tab and a handful of other fields somehow still allows the GENERAL and RELATED ITEMS tabs to be visible - I ONLY want the Cross Reference tab.  Here’s what I didCreated a new role (IN X REF) and only gave access rights to the Stock Items screen in Inventory Next, I gave let the Cross-Reference container inherit the rights of the screen and gave the Inventory Item container the Delete access (this could easily have been View Only, but I had already tested that).   Then I revoked essentially everything in the Inventory Item container with the exception of a handful of fields. ​​​​​​​However, the General tab is still visible because of the Auto-Incremental Value field. This isn’t as big of an idea because it’s not editable.   ​​​​​​​But the Related Items tab is visible a

Hello team,How to resolve this error? 

Hi All, I want to give stock item count (Inventory summary) view only access for users (Storekeepers).A storekeeper has access to his branch only, but he should be able to see stock summary of other branches and warehouses. Is there a way to do this without giving branch access?Please give your ideas/suggestions to setup this… Thanks in advance.  

How to set up the Multifactor Authenticator to Receive code by email” (email OTP) on 2025 R1

Hello all,I have been trying to create an AP Bill via IC AR Invoice, however it triggers an error stating an IC PO should be created. Root cause is that the non stock item has been marked “IS A Kit” and an IC SO has already been created, whereas the user doesnt want to create an IC PO, instead they want to directly create an AP Bill.  Any suggestions as to what can work out? maybe a workaround? Thanks.

PaycomConnector — Paycom ↔ Acumatica Integration================================================Hi all,I've built a native Acumatica customization that integrates Paycom HR/Payroll with Acumatica 2025R2, and I'm gauging interest from the community before polishing it up for wider release.What it does------------   Employee sync — Bulk + per-employee API sync from Paycom. Creates/updates EPEmployee records with compensation, contact info, supervisors, departments, and GL codes. Automatic user login creation.   Reference data sync — Labor items, earning codes, tax codes, projects, tasks, and locations pulled from Paycom categories.   Labor cost import — Drag-and-drop CSV import from Paycom labor cost exports. Smart resolution of Paycom codes to Acumatica references. Custom cost engine preserves Paycom rates through time card submit/release.   Real-time webhooks — Inbound webhook receiver with HMAC signature validation, deduplication, and debouncing for live HR event processing.   Audit l

Are you using Project Budget Forecasting (PM209600) or Cost Projections (PM305000)? If yes, are you getting the desired results? Do you wish you could do more?  If no, why not? Do you need additional functionality for your specific workflows? Could you use a short training session to get you started? 

Hello all,I have been looking for way as to how we can setup an automation on the Project Cost report (PM633020) where the requirement is that the report should be mailed out on 1st of every month, however the report should have the data for previous month.So for instance, if a report is auto mailed on 1st of March, it should have the records from 1st Feb - 28th of Feb. Is this possible in the above mentioned report?, As i could only see the parameter for Project ID. Regards,Harshita.

My financial year starts 1 March, so March = Period 01.I built a 12-month rolling Trial Balance using ARM based on a Start Period/Financial Period parameter.Requirement:P&L accounts: show Turnover (period activity only) Balance Sheet accounts: show Ending Balance (cumulative)The monthly columns work correctly.However, the issue is with the YTD column:For P&L accounts, even if I set the column to Ending Balance, the YTD column shows only the previous month’s amount instead of the cumulative total.Example:Jan = 500Feb = 600Expected YTD = 1100But the report shows 500.Has anyone configured a rolling ARM trial balance like this, especially with a financial year starting in March, P&L Accounts should show Turn Over and Balance sheet Accounts Should show ending balance. How did you handle the YTD column for P&L accounts? I have attached my XML File for quick reference

If I am wanting to use a statistical ledger for headcounts, what is the recommendation for how those values are recorded in Acumatica?  Is it by entering only quantities or debits and credits?  If quantity, how do you report on it?  If debits and credits, is there a way to just enter monthly totals and not have them aggregrate?  I am trying to create a way for our HR group to just enter monthly headcount figures against specific HC categories, so that we can then report off those values.  We also have Velixo.  i have tested but can’t seem to get quantities to pull into any reports or Velixo formulas.

Hi Acumatica Developers, After creating a  new purchase order by adding a vender and a new row, I clicked ‘Fit to screen’ button.However, I am unable to return to the previous table view, as there is no option to exit or revert this mode. 

I’ve noticed over the years that a string like .../(W(104))/… can be found in URLS, but I’ve never been able to determine what this indicates.  I can create a link without this section of the URL, however it resolves back with a number when the site comes up.  Can someone help me understand?