Discussion Forums

Currently, I’m using Acumatica 2026 R1. I’m adding a custom state in SO Shipments SO302000 (state name : Transferred) that is supposed to be processed through the UpdateIN action.What I did : Created a customization project with an extended workflow for SO302000 (inheriting the default workflow). Modify a transition from Confirmed with Triggered By Action = Update IN (updateIN), to target my state. (Replaced Completed with Transferred) Published the project.What happens : The action executes normally, but the shipment still ends up in Completed. My transition never fires.What I found in the source : UpdateInventoryExtension.UpdateIN fires, then runs the real work inside PXLongOperation.StartOperation on a new SOShipmentEntry instance. Inside PostShipment:using (PXTransactionScope ts = new PXTransactionScope()){ SetSuppressWorkflowOnUpdateIN(); foreach (var args in GetPostShipmentArgs(shiporder, docgraph, list)) { PostShipment(args); } ts.Complete();}and inside PostShipment(PostShipmen

Hello all,I am curious to understand the purpose of Keys under Production Configurator. Maybe with an example?Thanks in advance.

Hi there,I’m working on the self-service portal in 25R2. My company has decided to implement it for brand ambassadors (salespeople) before rolling it out individual customers. I’ve already created a GI to filter cases based on User → Employee → Salesperson → SalespersonCustomer → Customer → Case, but when I redirect navigation of the CaseCD link to the Case Details screen, I get this error upon clicking the CaseCD: My theory is that the portal only “loads in” the cases from the currently logged-in company, which works great for customers but not so well for employees. Is there a way I can extend / customize this behavior to make these cases’ details visible to the salesperson? I’m pretty new to Acumatica, so please forgive my lack of knowledge about the backend workings of the software - I’m eager to learn more.

In SALES ORERS/ TRANSACTIONS SHIPMENTS. Whether the shipment is unpicked, picked, or picked an packed there is a function when you used to be able to  “correct the shipment”. This feature now just returns an error, and locks the order up. If you don’t wish to finish the shipment and send to invoicing, you can’t change how the product was packed into boxes, you can’t put it on hold and delete the picklist (which allowed me, formerlly, to then delete the shipment) So reverse the order through all it’s steps, after the picking was confirmed, to delete the picklist, then the shipment. I now have a bunch of orders tied up like this due to user error (error confirming before finishing picking and the like, you know human stuff, and now cannot correct the errors.  It is super frustrating. So far I waited a week for acumatica to respond to my software vendor SWK’s issue, as the error that Acumatica was generating says “ERRORS HAVE OCCURRED” and correcting the shipment fails, the picklist doesn

For new customers the Default Payment Method is set to Acumatica Pay and works. However, I have over 100,000 customers with defaults set to Authorize.net.  I need to change them to Acumatica Pay as the default when an Acumatica Pay account does not exist for the customer.I created a GI that selects the correct customers.  I have tried the import scenario a couple of different ways, with none of them working.<Line Number> line was used to set Authorize.net as the default when we first got on Acumatica.  I do not know how to get the Line Number for the Acumatica Pay method.PaymentMethod table PaymentMethodID = TXACUCC                                    PaymentInstanceID = 58452Either way I run it the default is set to the first payment method which is the default cash option.Please Help. 

My companies parts have multiple primary vendors which support 3 different warehouses.If I go into Inventory Planning Display and review items to order based on Action date for all 3 plants I am not able to select all line items and click purchase.  When I do so the system asks me to assign a vendor which all the parts are set up with a vendor tied to them. Because I selected all lines to order the system wants me to assign a vendor.  If I were to filter Inventory Planning Display by Vendor and then by Warehouse and select all items vendor would populate and PO req/PO created and I am on my why with no issues.   When ordering material thru Inventory Planning Display why can’t you select all items and the generates PO’s?  Why do you have to sort by vendor and by plant and release items to be ordered in groups rather than a mass release of parts that consist of multiple vendors and needed for multiple warehouses?

How do I use the @me value on a dashboard? Each time I add the @me, it changes to 0 when I save.  

We have been using Acumatica for 10 years and here are the modules that we are currently using under Field Service Edition SaaS Subscription Financials and Inventory Management Service Management - unlimited resources Equipment Management Deferred Revenue  Contract Management Customer Management with Portal Personalized Domain and SSL Resource Level - L2What are the modules I need to avail if I'm going to use the latest subscription options of Acumatica?Thank you.

It would be so helpful if there was a way to assign a default email template to a Case Class. The Create Email button within a case automatically using the correct email template based on the Case Class would save a huge amount of time and allow for greater automation in our process flow. Does anyone know if it’s possible to set an email template default for each Case Class? It seems like this would be a widely-used feature (imho). Thank you!

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? 

I am working on the Calendar Board (FS300300) Classic UI screen in Acumatica 24R2.This screen seems to be different from other screens because it does not support customization through Graph or DAC extensions, and the behavior of the screen is controlled mainly by the following page files: FS300300.aspx FS300300.aspx.cs These files are part of the website source, and they are not compiled into the customization DLL. Because of this, when changes are made in these files, they work locally in the website, but they are not included in the customization package, and we cannot deploy them to another instance.Also, this screen does not appear to have a Graph that can be extended, so the usual approach using Graph/DAC extensions cannot be used here.I would like to know the correct and supported approach for this scenario.Questions: Is there a supported way to include FS300300.aspx / FS300300.aspx.cs changes in a customization package? Can these files be added to the Customization Project

Hi AllI have a question about unistalling Acumatica and how it will affect my license.I have a PCS deployment currently running on 25R1 and I’m planning to upgrade to 26R1 in a few months.I have been having issues with the Rabbit MQ service causing the site not to load and would need to restart the service to fix it. I found that when I upgraded from 24R1 to 25R1, the Rabbit MQ Server and the Erlang OTP were not upgraded with it.For my 26R1 upgrade I can try two things:Uninstall the Rabbit MQ Server and the Erlang OTP and see if they will reinstall with 26R1. Uninstall everything including Acumatica and then reinstall everything fresh.The question I have for the second option is how will that affect my license? Would I have to contact support to release the license and then re-enter it after I’ve finished installing 26R1 or would it have no effect on it at all?Thanks in advance.Amit

Hi everyone,We’re seeing unexpected behavior in Acumatica 2025 R1 and would like to know if anyone else has experienced this.Our project is configured as:Inventory Tracking: Track by Location Allow Issue from Free Stock: Unchecked All project inventory is stored in a dedicated location (KIT).   When we click Release Materials, the Material Wizard lists the materials. However, after selecting Select All, the Materials screen lists inventory from all warehouse locations, and the Inventory Source includes both Project Stock and Free Stock.Our expectation is that, since Allow Issue from Free Stock is unchecked, Acumatica should only issue Project Stock from the assigned KIT location and should not consider Free Stock at all.This is not the behavior previously. It only picked materials from the assigned project location (if it’s Track by Location) and did not consider Free Stock when the Allow Issue from Free Stock option was unchecked.If anyone has encountered this issue or found a workaro

Hi all,So, I’ve been experimenting with Vendor Locations. A Vendor can have different locations tied to it. Is there a way to have the same items but with different pricing under each location so that a purchaser can simply select the right location and Acumatica will load in the correct pricing?We have a vendor whom we order from the factory at one rate and from their US warehouse at another rate. Same items, different locations, different pricing.It’s weird in that when I go into the ‘Vendor Inventory’ screen, a checkbox called ‘All locations’ exists that you can check to ensure pricing is the same across all locations, but I don’t see a way to change individual location pricing for the same item.Joseph

Do the API Usage Limits affect OData calls?

Hello,this is my first time implementing Acumatica payroll and I’m struggling to know if the NACHA file was created and if it was, where I can view the .txt version of it.  Any help is appreciated!  Thank you in advance.

On the Portal Settings page, the uploaded Sign-In Page Image does not seem to be displayed on the portal Sign-In page.Has anyone else had this issue or know how to fix it?The Welcome to the Self-Self-Service Portal default screen is replaced with a blue box, instead of the uploaded image…  

Is it possible to set the default on the Copy Order action dialogue box to be unchecked? Thanks in advance,Laura

I'm using a Master report to display two sub reports side by side.(see attached)I know I can use Excel-Manual mode to set the column width for each report, which works fine when applied to a single report. However, once I switch the master report's export mode from excel-auto to excel-manual, the two sub reports, which previously displayed correctly in Excel, become misaligned. Like belowrow 1 sub report1 c1, sub report1 c2row n............................................................... sub report2 c1, sub report2 c2It's as if sub report1 finishes printing completely before sub report2 starts printing on the next line.They display correctly, line by line, in PDF.If I switch back to excel auto, they display correctly in Excel on the same line, like this:row1 :sub report1 c1, sub report1 c2, sub report2 c1, sub report2 c2However, in auto mode, the columns are too wide, and the user doesn't want to manually adjust them every time. What should I do?

Does anyone have a well defined process for merging duplicate (or more) customer records? From research i have seen making one customer inactive but then the history with the merged customer is lost.  We have several instances where imported customer data had more than two records. Ideally we would have the ability to compare conflicting data and update all references and documents to this data, and, if possible bring over to the one customer all customer history - having control and being able to make decisions what merges.Any help, insights or input here would be greatly appreciated!

I had a client recently respond with their acumatica instance in dark mode (at least that’s what it looks like to me!) and i was wondering if anyone in the community knew how to make this change? i thought it was the browser but when i switched chrome to dark mode, acumatica’s screens were still white.  this is what i’m looking for:this would be an awesome feature (i saw a similar idea which i’ve included below but it seems to be about 4 years old so hopefully this reignites a spark) 

When using the staff appointments on calendar map, the pin for a customer is showing in an incorrect location. How can we update that pin location? Once the appointment is started, will the pin update similar to a delivery system (Smartdrops)? Is there a manual way to make this correction? 

A majority of our clients populate the long descriptions on line items they sell with important descriptive information for each line. They need to be able to view this on the screen without having to hover over each line item description. Pre-2025R2 we simply used a customization project to toggle the WordWrap for each of those fields allowing all of the text in the field to show and allowing the field to automatically expand to accommodate it. After the 2025R2 update we realized that the WordWrap functionality was removed. Our options now are to create a custom CSS file for each page or to create a global customization in C# to change all of the impacted pages for each customer and deployment. I’m curious if anyone else has found a more elegant way to manage for this change? 

I have a question regarding the purpose of the WIP Account in the Posting Class and Stock item.According to the documentation, the WIP Account and WIP Variance Account fields are enabled only when the MRP or DRP feature is licensed and enabled. However, MRP and DRP themselves do not perform any accounting postings directly, so I'm trying to understand the reasoning behind this dependency.From my testing, I observed that when WIP and WIP Variance Accounts are defined on the Stock Item, those accounts take precedence over the accounts configured in the Production Order Type. This behavior appears to be intentional.Does anyone know why their availability is tied specifically to the MRP or DRP license, even though those features don't generate GL postings themselves?

Hey, Gang - I’m trying to create a custom report for a client who wants to display all the lines associated with a selected task for any given Project Quote. Any assistance would be helpful here. In a perfect world, the task would be retrieved from whatever line is selected on the Estimation tab. For example, using the screenshot below, the report would display ONLY the two lines associated with task 040 since that’s the task of the selected line. This would be awesome, but right now I just need to get it to recognize the tasks used in a given Quote. However, I can’t seem to get the system to recognize the task list for the selected Quote. Here are the corresponding schema items