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I ran into a scenario today where an SO was created after I had created a PO.  When the SO was linked the PO, the SO it showed all of that particular line item was allocated to that SO even though the amount on the SO was less than the amount on the PO.  That in turn makes it look like that item is in need of ordering again when it is not.Is there a fix for this or a setting that we might not have thought of?

We have some customers who use third-party delivery companies. Our usual practice is to ship the goods with a paper invoice attached. The customer signs the invoice, and the driver brings it back to us.We don't want the third-party driver to see our prices, so we want to hide prices on the invoices for these customers and show only quantities.This itself is not hard to do. I can set a flag on the Customer record, and based on that flag, control the visibility of the price in Report Designer.However, we also need to send a PDF version of the invoice (with prices included) to the customer via email.I found that the email and print functions actually call the same RPX file, meaning the visibility settings I configured for hiding prices will also take effect when emailing.I have an idea — could you help me see if there's a better approach?Modify the original RPX and set the visibility so that the operator doesn't need to do anything special. When shipping each day, they just print the invo

Sorry for all the MUI panel questions.  I got panel to open and it does fire the custom action for the panel.I have a simple panel on PO301000.  It opens and allows the user to enter a value in a field.  I enter a value in the field and click OK.  The field in the view is a custom PXFilter DAC.In debug, I get the current of the Filter and the field is always null.   In debug, the value is null: This is the HTML and TS <qp-panel id="ChangeLoanView" caption="Change Loan" auto-repaint="true"> <qp-template id="fvChangeLoanView_div0" name="1" qp-collapsible=""> <qp-fieldset id="fsChangeLoanView_lrChangeLoanView_fs" slot="A" view.bind="ChangeLoanView" wg-container="ChangeLoanView_fvChangeLoanViewFields"> <field name="UsrLoan"></field> </qp-fieldset> </qp-template> <footer> <

We have set up an attribute on the Customer record to indicate whether to show prices or not. We want to automatically send the AR Invoice (AR641000) to customers where this attribute is true.Correct me if I am wrong, but I checked, and neither the Business Event on AR301000 nor AR508000 supports filtering by a customer's attribute. Therefore, the best approach I can think of is to create a Generic Inquiry as the data source to retrieve only invoices where the customer's attribute is true, the date is today, and the status is Open, and then use a Business Event to send them on a daily schedule.Is there a better way to do this?

I have a client who does not want PTO hours to be included in the threshold for overtime pay.  For example, if the employee worked the following:8 hrs on day 18 hrs on day 28.5 hrs on day 38 hrs vacation on day 48 hrs on day 5This person only worked 32.5 hrs and had 8 hrs of vacation pay; in this scenario, I do not want to calculate overtime on the .5 hr.Does anyone know how to configure 2026 R1 to accomplish this?

Hello!Do any of you that use Payroll print multiple w2’s for multiple cities?  We have used Aatrix in the past but they say they can no longer do this because Acumatica is webbased. Thank you! Kay Howe

Weekly 941 reporting (Schedule B) isn’t tying to the weekly Payroll Summary - what would be causing this?  It appears to be related to “pennies”, but the associated outage is resulting in several of hundreds of dollars.

I have an operating system which is where the trigger logic for all service fees resides. Example: New File is authorized, billing policy is selected, billing policy contains the fee amount for that client. This operating system is the “source of truth” and Acumatica is used for client invoicing through the projects module. Operating system creates a “fee voucher” that contains the information needed on the Acumatica project transaction. Is there a way for the nonstock item to provide the debit and credit accounts for the project transaction? I can manually enter them when I create a transaction. Wondering the best way to accomplish this with an API/Integration. 

Hi, I was wondering if we can control visibility of individual action buttons based on user access rights. Currently, it appears that access rights can be assigned at the screen/header level, but not directly to individual fields or action buttons. I would like to know whether it is possible to configure access rights at the action level, so that a button can be shown or hidden depending on the user’s access rights.Is there a standard way to do that? If not, is there a recommended customization approach for achieving this?Thank you.

We noticed that when an item is removed from a Shopify order, the removed item is still being synced to the corresponding Sales Order in Acumatica with a quantity of 0, instead of being ignored.Is there a way to prevent removed items from syncing to Acumatica? We also observed that this behavior occurs with the native connector.Expected Behavior:Items that have been removed from the Shopify order should not be synced to the Acumatica Sales Order.Current Behavior:Removed items are still synced to Acumatica as line items with a quantity of 0, even though they no longer exist in the Shopify order.Question:Is there a configuration, customization, or recommended approach to prevent removed items from being synchronized to Acumatica?  Thank you.

Hi Team,Issue Summary:When attempting to save or process a bank transaction record under “Import Bank Transactions” in Acumatica, the system displays the following validation error:"Payment Date cannot be empty."Steps to Issue Summary:Navigate to Cash Management > Process Bank Transactions. Import a bank statement using a defined Import Scenario. Attempt to save or process a transaction line. The error appears: "Payment Date cannot be empty."Refer to the below error message,  Thank & Regards,Sanjana Perera    

After working on this for 4 full days, I am crying out for help.  I’ve probably published 100 times.  Since I cannot rebuild the pages using the command line (would be great if you could.  Once published, the command line does nothing.)  My project is HUGE and it takes 3 or so minutes to publish.  3 * 100 is a lot of minutes to wait!I created Popup Panels for two screens.  I am able to get the panels to open, and the custom actions for them are firing.  BUT I cannot find any way to get the fields to show in the panels.The code and panels work perfectly in Classic UI.  Strangely, in order to get the menu options to show on one screen I have to manually add the buttons using the @gridConfig({  topBarItems: { code to do it.  Doing that makes some of the default buttons on the grid disappear, so I would like to not use that approach, but desperate times call for desperate measures.In case you wonder, I am hiding the Add Items button and creating my own so that I can add new functionality.I

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 Arpine Arzumanyan - Acumatica Community Featured Member for July 2026Meet Arpine Arzumanyan our Acumatica Community Featured Member for July 2026. It’s great to have you as part of the Acumatica Community ​@arpine08! Acumatica User GroupsNew! Special Interest Groups:  Food Distribution Customer User Group, Nonprofit Customer User Group, Industry Groups: Construction Customer User Group, Distribution Customer User Group Request to join today!All Acumatica User Groups How to Answer Questions on Acumatica Community - We need everyone’s help!Active Participation is needed from every Community user; everyone can provide valuable input using their individual skills and intere

Community Search is currently not working. Gainsight Support has been notified. There is no ETA on a fix currently. This post will be updated when more information is available. Apologies for any inconvenience this may cause. 

Acumatica recently forced all companies to use the EZPost shipping integration who were using the native WorldShip and Stamps.com integrations, but this integration is currently down. Any update on what happened and when this will be fixed?None of our sites using this integration can ship right now.  

Hi everyone,I'm working on a PXProjection that joins a parent table with a child table using a LEFT JOIN.The relationship is one-to-many:One parent record can have multiple child records. Some parent records may have no child records at all.The projection itself works as expected, but I'm unsure how the DAC keys should be defined.The child table has a key field that is part of the projection's key. When there is no matching child record because of the LEFT JOIN, that key is NULL. However, a key field in a DAC cannot be null What is the recommended approach for defining keys in this type of projection?Should only the parent table's key fields be marked with IsKey = true? Is there a best practice for projections that include optional child records? How do you handle one-to-many relationships where the child record may not exist?I'd appreciate any guidance or examples. Thanks!

Open the report that you need to modify in the Report Designer (see more about the report designer here https://openuni.acumatica.com/courses/reporting/s150-reporting-report-designer/) Open File → Build Schema… menu and make sure the CCPayLink table is added to the report   Go to Relationships Tab and Left Join CCPayLink to ARInvoice or SOOrder based on PayLinkID   Add new Picture Box control to the report and configure it the following way: VisibleExpr: =[CCPayLink.Url]<>null BarcodeType: QRCode Source: Barcode Value: =[CCPayLink.Url]   Configure the size and position of the barcode. Add a new textbox and configure it the following way:Value “Click Here To Pay!” or any other label Navigate Url: =[CCPayLink.Url] Visible Expr: =[CCPayLink.Url]<>nullSave the report back to the server!Done! You now have a report with a barcode and a link that navigates customer to the pay link!  Troubleshooting:If you’ve configured the code and it still does not show up (or rather show up as

Hello, I am required to assign the owner of the Business Account based on the Sales Territory of the Business Account.  I tried using the Assignment map adding the sales territory as a condition, but it seems not Working.  Is this condition being available within the standard? Thank YouAmanda 

        public new PXSelectJoin<RQRequisition,        LeftJoinSingleTable<Customer,            On<Customer.bAccountID, Equal<RQRequisition.customerID>>,        LeftJoinSingleTable<Vendor,            On<Vendor.bAccountID, Equal<RQRequisition.vendorID>>>>,        Where2<            Where<Customer.bAccountID, IsNull,                Or<Match<Customer, Current<AccessInfo.userName>>>>,            And2<                Where<Vendor.bAccountID, IsNull,                    Or<Match<Vendor, Current<AccessInfo.userName>>>>,                And<                    Where<                        RQRequisition.status, Equal<RQRequisitionStatus.bidding>,                        Or<RQRequisition.status, Equal<RQRequisitionStatusExt.Revived>,                        Or<RQRequisition.status, Equal<RQRequisitionStatus.closed>,                        Or<RQRequisition.status, Equal<RQR

Hello, we need to help in getting report using API.From screen, when we click on report button, we are executing some logic and then opening up report. So we would like to know how can we achieve this using APIs.

Apologies if this is already covered, I did search and could not find what I am looking for. Our five/six year old MYOB environment has a massive Audit history logs and I can’t find a way to delete on logs based on date and time?  Also, is this recorded for individual Tenants? Can the Audit log cleaning be done via UI or I need some special access to Database?  We have a cloud implementation, is it possible to get access to the database directly?

There is a scenario that I am looking to solve for. Customer puts in CAD shopify order/paid in CAD but I would like that order to get added into Acumatica as a USD order to avoid any currency exchange rounding issues between shopify payout and bank reconcilation.  Any suggestions?

Hello folks,Wanted to see if this was remotely possible.    But i have an import mapping setup that work in the following manner on the SALES ORDER entity in Commerce Connector: As you can see this will look for the “MISC” tag and if it exists it will map the customerID to my “ECOMGUEST” customer.  If FALSE, it maps to the C0000011 customer.  What I would LIKE to occur is that on the FALSE result of the IIF statement that it reverts to actually using the native connectors logic to either use the existing shopify customer or create a new one.  Possible?

Known Issue: The EasyPost platform experienced internet connectivity issues starting early morning 7/23/2026 (first reported 07:57 PDT). Affected all customers using EasyPost's API and related services.Root cause: A connectivity issue at EasyPost's hosting provider affecting network access to their data centers.Resolution: Network connectivity has been fully restored, EasyPost services are operating normally, and system-wide error rates have recovered to normal levels. EasyPost Engineering will continue monitoring for any residual effects.Actions needed: No customer-side action required. We recognize the disruption this has caused and extend our sincere apologies for any inconvenience experienced.

I am setting a P&L that shows month over prior month.  I would like to add a column that shows the amount variance and % variance.  What is the syntax needed in the calculation formula to do the math to subtract one column from another?