Discussion Forums

We are relatively new to Acumatica and would like to understand totally how the COGS labor/burden are captured throughout the manufacturing process and where/how costing is hitting the GL.  Currently what we are seeing is labor costs debiting WIP and crediting an account set up in ‘Labor Codes’ ---when the finished good product is produced, the total cost for material, labor, burden costs are crediting WIP and debiting our finished goods GL account.  The labor and overhead costs are not being posted separately or captured in a GL account.  In our previous ERP system, the labor, burden, overhead and material costs hit separate GL accounts.  We can see the amounts for Labor Planned, Labor Actual and Labor Variance amounts in the Production Order which produced the goods.  Any clarification would be most helpful.  

I have a grid where two columns are colored in Classic UI, and this works correctly there.However, in Modern UI those same two columns are no longer colored and appear with default styling. Is there a supported way to apply styling to specific grid columns in Modern UI? I also tried applying custom CSS like this qp-grid#grid [data-field="UOMSelect"] { color: #0078d4; } qp-grid#grid [data-field="UOMCost"] { color: #d40000; }but it didnt work

Hello all, we have the following problems in the GI “SO3010PL” (Sales orders):The total sum of some orders are multiplied by a factor, for example 2 or 4 and thus show the wrong order sum in the GI. In the Sales order itself the Order Sum is totally correct but not matching with the one shown in the GI.Example for wrong Sales Order (Total 8,068,20):In GI false: Example for right sales order (Total 2570,40): In GI correct:

Hello! I have made a few filters and want to show our “Default Salesperson” employees how to filter only their name. This is easy to do on desktop However, when I go to the mobile app, the filter doesn’t show up correctly. When I click on their filter, it’s blank.My initial guess is because there is no sort option for the salesperson on the app. Is this the case? If so, how do I add this as an option so our remote salespeople can see their sales more easily when they are travelling?

I have a parameter in the report, but it does not work in the Modern UI on the Report Template page. When I click the drop-down, it does not set a value. In the Classic UI, it works correctly. How can I fix this?  

Hi good day.On the customer contracts screen, when adding a file to a contract with already existing files, i received this error message.Did anyone encountered the same? Thank you.

I am working on a customization for the Weekly Crew Time Entry screen (EP507020) and I am stuck. I am hoping someone has solved this before.What I Am Trying to DoI want to filter the Cost Code dropdown on the Weekly Crew Time Entry screen so it only shows cost codes that are:Budgeted under the selected Project on the row Budgeted under the selected Task on the row Belonging to Account Group where groupCD = "L"  What I Have TriedAttempt 1 — CacheAttached with PXSelector     public class LGroupCD : BqlString.Constant<LGroupCD>    {        public LGroupCD() : base("L") { }    }    public class EPWeeklyCrewTimeEntry_Extension : PXGraphExtension<PX.Objects.EP.EPWeeklyCrewTimeEntry>    {        #region Event Handlers        [PXMergeAttributes(Method = MergeMethod.Merge)]        [PXRemoveBas

Hi, about to implement Acumatica Payments for an account and a good number of their customers take advantage of their 2% OFF if paid in 10 Days policy.  Has anyone implemented Acumatica Payments with Cash Discounts? Curious if is straight forward and the system does the math and changes the amount on the 11th day or if this is an item that has to be addressed ahead of time. Thanks! 

Hi,I have a list of dropship orders in a csv (downloaded from a 3rd party app) that contains everything I need to create a Sales Order with an import scenario, except our customer’s details. If all the orders in the spreadsheet are for the same customer how do you recommend I proceed?could add column to spreadsheet - but want to avoid that manual step.  Could write something in Excel to ask for the customer and create a new csv, but this is the 2020s. hard code the customer id into the import scenario - possible but there are many of these and that creates a burden on maintaining the scenarios (if one for each customer). Is there a way to ask the user to choose a customer as part of running the scenario? Can the import scenario link to a Generic inquiry that could be filtered to the correct customer? Any other ideas? Thanks in advanceSimon

I’m looking for instructions or an example on how to set the “Apply Retainage” checkbox on an AR Invoice via an API.  It’s very easy to do in the UI and works exactly how we’d like.  We’ve enabled the Retainage features, and extended the Invoice endpoint to include RetainageApply and RetainagePct fields; however, they’re not not being triggered when sent as “:true” etc. through the API.  Checking other sources online has lead to solutions that didn’t actually work, or were related to AP bills. Any help would be appreciated! 

In the Acumatica Manufacturing module, we occasionally need to run two production orders in parallel on the same work center (for example, when one order requires an earlier completion date or due to other scheduling priorities).What is the recommended approach in Acumatica to support this scenario?Is adjusting the start dates and splitting the crew the only option, or is there a way within the system (e.g., capacity settings, overlapping operations, or configuration of the work center) to allow multiple production orders to run concurrently on the same work center?

I have a custom screen with a custom grid.  On that grid, the user can lookup the customer.  In my current DAC field, it is restricting the customers to be returned based on whether the current user is linked to the Salesperson.For the customer nbr field in either the header or the grid, I am restricting the selector to only return customers where the current user is a salesperson on that customer.Thie is the DAC field for the grid. #region UsrCustomerID [CustomerActive()] [PXUIField(DisplayName = "Customer Nbr.", Required = true)] [PXSelector(typeof(Search2<Customer.bAccountID, InnerJoin<ICSCustomerSalesPersonLinksSQLView, On<ICSCustomerSalesPersonLinksSQLView.customerID, Equal<Customer.bAccountID>>>, Where<ICSCustomerSalesPersonLinksSQLView.userID.IsEqual<AccessInfo.userID.FromCurrent>>>), typeof(Customer.acctCD), typeof(Customer.acctName), Substitute

Has anyone done an integration between the WMS solution Deposco & Acumatica?

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 ***Introducing Acumatica Cloud ERP: 2026R1***Great news! Acumatica 2026 R1 is here, bringing a powerful set of innovations designed to help your business grow, move faster, and make smarter decisions. We've focused on four key themes: AI Everywhere, Real-Time Visibility and Control, a Un

Hello,I am trying to create order with payment details, but I am getting error “Inserting 'AR Payment' record raised at least one error. Please review the errors.\nCashAccountID: 'Cash Account' cannot be empty” even I am sending payment method to my payload. In my acumatica, I have two branches- BLASTLINE and STANIOS. For blasline, I didnt get any error when I am passing payment details. But when I am changing the branch with Stanios, it start giving me above error. Please help me in that. order creation payload- Thank you RegardsNamrata

Introducing the Prepayment Invoice to the customer’s business process.Why isn’t there an association of the Prepayment Invoice to the Sales Order.The Status of the order did not change, the Prepayment Invoice does not show with a status in the Payments tab, or on the Associated documents tab. If multiple people are involved, either multiple people would create the Prepay Invoice or have to waste time finding one to ensure it happened or they give up and it would happen sporadically if ever.   

Important Update – March 2026: Managed Availability Program Wind-DownWith the release of 2026 R1, we are officially closing the Modern UI Managed Availability program. Thank you to everyone who participated and provided feedback, your input helped shape the Modern UI experience.Here's what this means for you:On 2025 R2 or later? You can enable Modern UI directly from Site Preferences. No case or approval needed. On 2024 R2 or 2025 R1? You can request Modern UI on an upgrade sandbox. Reach out to your partner to get started. Already running Modern UI through Managed Availability? You can continue using it as-is. We recommend upgrading to the latest version to get the best experience and stay current.Looking ahead: As a reminder, Classic UI will be deprecated with the 2026 R2 release. Customers who upgrade to 2026 R2 wil

Hello. I’m trying to create a REST call to update a Sales Order record, and at the same time (if possible) to create a Change Order related to it.In my instance, the Change Orders are here, under this tab inside the Sales Order:  The reason why I need to create this record, along with my update to the Sales Order, is that my instance currently has a validation which requires to create a Change Order every time that the Sales Order is updated. For example, In the UI I see this prompt: Without this record, the changes made to the SO aren’t saved to the database.  ​​​Thanks, any advice would be greatly appreciated.

Hello Acumatica community 😀I'd like to know the best practice for creating a custom field on screens (Customer Payments and Supplier Payments).I need a boolean value that can be modified even after a payment has been closed.However, a custom field on the corresponding tables doesn't allow modification once it's closed.What's the best practice? Should I create a new extension table with the same key as the payments table?Or is there another solution?Thank you for your feedback.Have a good day everyone 😁

Below is the customization package for Accounts Payable Automation, powered by BILL. This customization allows you to utilize the embedded integration to BILL on prior versions of Acumatica.  For the customization to work, you must have a license to the BILL integration from Acumatica. Reference the Setup of Integration with BILL documentation in help for the setup procedures. Updated for Release 2025 R1 Service Pack 1 as of 4/24/2026. NOTE: If you previously installed the license for BILL, click the Update License button in License Management after installing this customization package to ensure you can access the latest features.

I’d love to see this...but is it even possible?I have a screen showing some shipment package data. Against that screen we have a side panel configured for inventory adjustments. I DO enjoy that I can configure the side panel free of navigation parameters; but it would be nice if I could configure the side panel to inherit a default value based on the Generic Inquiry line cursor focus.EGI would love a default value based on cursor focus in the inquiry I recognize that there are some data we’d need to provide; for example in the UI, the Branch needs to be set, and THEN I can select the Inventory ID.But does anyone see a way to do this, ideally in-box?Thank you for any brainstorms.Arline

Hi everyone,We’ve recently upgraded from 24R2 to 25R2 and have encountered a strange issue with Employee Timecard/Summary/Summary Activity.In 24R2, users can enter their time spent per day of the week directly in the Summary Activity section (see left screenshot). However, in 25R2, this entire section appears to be missing, even without any customization published (right screenshot).This prevents users from entering their daily hours as they normally would.Has anyone else experienced this behavior after upgrading to 25R2?Thanks  

Scenario:An internal user (employee within Acumatica) receives an email from the Acumatica system email with an external email address. The internal user (employee) removes the external email addresses and replies to the system email. If the “Route Employee Emails” is enabled and Acumatica has the employee’s emails, the system (RouterEmailProcessor) will route the email to the external email address. Problem:Internal communications can get exposed to external users without the knowledge of the employee who replied to the email.  Solution:Turn off Route Empl

Has anyone been able to create a generic inquiry that can include both actual and budget numbers by period, account, and sub account? I can’t seem to find the right combination of relationships to get this to work properly.

Has anyone found a way to modify the default template used when creating an email from a Case? Something is automatically populating the subject line and To address, but would it require customization to change or is it something we can change easily?