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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 Community Webinar - Capturing Signatures Inside Acumatica Mobile App. & Using Acumatica Community - Tue, Aug 25, 9:00 AM - 10:00 AM (PDT)Register HERE Rohit Rattan - Acumatica Community Featured Member for August 2026Meet Rohit Rattan our Acumatica Community Featured Member for August 2026. It’s great to have you as part of the Acumatica Community ​@RohitRattan88! Acumatica User GroupsJoin Virtual Groups: Construction Customer User Group, Distribution Customer User Group, Food Distribution Customer User Group, Nonprofit Customer User Group Join today!Meetups: NE Acumatica User Group, (Must be a member to access invitation link. Request to join first if you are not.)

Is a customer able to customize a template in AP doc recognition to make it specific to a particular vendor?

I have found several entries in Community on this topic, but it seems there is no solution yet. It would be nice to not have to click the Legend to see the values.  Ideally, the value could display at the top of each bar.  It seems that in previous versions, you could at least control the Legend to be at the top, bottom or side of the graph. But in 26R1 and Modern UI I do not find any way to do this.  

Have you ever needed to display additional information below an Acumatica grid—for example, an availability message, status, instructions, totals, or other contextual information?There are different approaches depending on whether the screen is using Classic UI or Modern UI.Classic UI – Using StatusFieldIn Classic UI, Acumatica's PXGrid supports the StatusField property.The general approach is:Add a PXString field to the DAC used by the grid. Set the grid's StatusField property to that field. Populate the field using a FieldSelecting event.For example, suppose the grid is based on SOLine and we want to display a custom message.1. Add a DAC extension fieldpublic sealed class SOLineExt : PXCacheExtension<SOLine>{ #region Availability [PXString(255)] [PXUIField(DisplayName = "Availability")] public string UsrAvailability { get; set; } public abstract class usrAvailability : PX.Data.BQL.BqlString.Field<usrAvailability> { } #endregion}2. Populate t

Very Cool new surprise for 2021 R1.  Dead Stock inquiry screen lets you see non moving inventory. Here’s a quick video.  https://youtu.be/vkh6yhUK1qA 

I’m looking for a report that identifies how a customer's pay history has changed over time. Do any of the canned ACU reports provide this? I’ve been poking around but have not discovered one.Example: average days to pay for a two-year date range shows that a customer went from 30-day to 40-days and now has slipped to 60-days. If the answer is no, I wonder if one of the existing reports could be filtered in such a way as to provide this information. 

I’m trying to create an import scenario to amend customer default payment method. I’ve tried using the billing tab and amending there as well as on the payment methods tab but neither working. Can anyone assist please?The payment method does already exist. 

Our team buys and receives inventory in advance directly to the project before a production order even exists (pre-purchasing/stocking for the job). Because of this advance procurement step, we cannot use the "Mark for PO" option from the production order materials tab.When we create a standalone Purchase Order directly to a specific project and task, the system strips our project ID during the Purchase Receipt release, defaulting the inventory lines straight to our non-project fallback code (Project 800). Similarly, during production execution, our WIP debits hit the project perfectly, but the inventory credits fall back to 800.To solve this, we tried setting up a fresh test project with "Track by Project Quantity and Cost" enabled. However, it still fails back to Project 800.Upon digging deeper, we noticed a weird configuration mismatch:The global Project-Specific Inventory feature flag is definitely checked and enabled on our Enable/Disable Features (CS100000) screen. However, when

Hey guys, so I have built this GI and everything is working well. I want to add some colors to the either the rows or columns if possible.But it looks like because of the complex formulas I have in the Date Field it’s not working.I wanted to show something like “ if >0 apply green color”

We had a customization made to handle Item requirements in Projects. We transfer the product from our Stock warehouse to the truck our team uses. Then, when relieving the material to the Project, we want it to come off the truck, but instead it defaults to the Stock warehouse. This results in sometimes 50 lines that need to be individually altered, thus our need for a customization. Any recommendations for a better process - ideally, someone who transfers inventory to a different location before it is relieved to a project?

Topic: Measuring LTL Rate Quote Accuracy Between Customer Charges and Actual Freight CostsWe are currently evaluating the accuracy of LTL rates quoted during Sales Order entry in Acumatica compared with the final freight cost incurred when the shipment is processed. We use ShipHawk TMS for the rate shopping and freight cost. The customer is quoted and charged based on the rate shop within Acumatica/ShipHawk integration prior to shipping. Then the actual freight charge is saved in a data field on the shipment after booking within TMS. NO updates are made to customer charge/billing. Our initial target was for the customer freight charge and actual shipping cost to be within 5% of each other. However, we are encountering some challenges:Customer Service does not always quote the same carrier or service that the warehouse ultimately selects. Smart Pack does not account for void and occasionally “packs” multiple pallets when rating.  Even when the quoted and shipped services match, we are s

 I want to ask, is it true that the “Available for Shipping” can be negative ?  

Acumatica 2025 R1Hello everyone,I added two custom statuses to the Case workflow:X — Warten auf Extern (Waiting for external) V — Wiedervorlage (Follow-up / Reminder)They were added using Workflow → Add State and configured under Workflow → Fields → Status.  The statuses work correctly on the main Case screen. The Status dropdown displays their descriptions correctly:X → Warten auf Extern V → WiedervorlageHowever, in the Related Cases grid, the same statuses are displayed as their raw values (X, V) instead of their descriptions. Standard statuses such as Closed, Released, and Pending Customer are displayed correctly.  Why are the custom workflow statuses displayed as raw values in the Related Cases grid, while the standard statuses are displayed with their descriptions?Is there a recommended way to make CRCaseRelated.Status correctly resolve the descriptions of custom workflow states in the Related Cases grid?Any guidance or examples would be appreciated.

Hi everyone,We’re getting the following error when importing timesheets for two specific employees:[SubAccountID] cannot be found in the system. Please verify whether you have proper access rights to this object. The import works for other employees.Has anyone encountered this before? Could this be related to the employees’ Subaccount, account, or payroll setup? What configuration should we check to resolve this?Thanks!

Hi everyone,  We try to attached pdf report to an email notification.But every try system failed with Object reference not set to an instance of an object.=> I try many other report = same error=> I try the invoice report but in html format = It works=> When I retry to sent the email with business event history resume and rexecute, it works totally. We aren’t currently using the last version of Acumatica but have you face this king of error ?Thnak for your help.Regards.  

How to implement Drag & drop functionality on the grid ?

I have a client who would like Acumatica to automatically create an AP Bill using their Credit Card bank transaction file.   Has anyone accomplished something such as this? 

Have anyone can provide the Datawedge configuration to parse GS1 barcodes to Acumatica?

When a case with "Business Account" selected, but new contact needed, using "Save&Close" button on pop-up new contact screen closes the pop-up screen but "Contact" field on case screen is not filled with newly created contact record. This is different behavior compare with same step took but no "Business Account" selected on the case.  

Hello community,I would like to know how can a user allocate a specific inventory for a specific project. i am looking if Acumatica can allow us to allocate qty for future purposes for a particular project.Thanks in advance.

For anyone new to the thread: MCP4Acumatica is an open-source (Apache-2.0) remote MCP server that connects Claude — and other MCP clients — to an Acumatica instance through the contract-based REST API and OData. It runs on Cloudflare Workers, each user logs in with their own Acumatica credentials (so their Acumatica role governs what the AI can access), sensitive fields are redacted, and every call is logged. It ships ~38 read-only entity lookups plus Generic Inquiry, schema-discovery, and utility tools. Repo: https://github.com/hallboys/MCP4AcumaticaHere's what's new since my last update (Previous thread).  Current Version 0.38.3Generic Inquiry governance (the headline)Exposing GIs to an AI assistant needs guardrails, so there's now an opt-in exposure gate (Note: This feature Needs a Customization and Couple of GIs):You choose which GIs the AI can see. Tag a GI with a new Exposed to MCP checkbox; only tagged GIs are discoverable/queryable. Until you configure it, the assistant can't b

Hi Community,Is anyone else experiencing this issue with the Acumatica Welcome landing page? We are seeing this across all of our members.Cheers,RJ

In the past few weeks we’ve had two different users report the same issue.  Of course, we can’t duplicate it.They are reporting that, when they have a sales order with lines marked for PO, and they create the purchase order using the “Create Purchase Order” option/screen, the Vendor location selected for the items is not always the default vendor location for that item.  When it’s not, the system seems to randomly choose a vendor location, sometimes locations that aren’t even set as the default location for any product.Since we can’t reproduce this, I’m leaning toward user error, but I’m curious if anyone else has experienced it.

Hi everyone!Wanted to see if anyone in the community has experience using Appify alongside Acumatica, specifically connecting or integrating the two systems in any way.We’re working with a company that currently uses/has experience with Appify, and I’d love to hear if anyone has successfully connected it with Acumatica, what that integration looked like, and any lessons learned along the way.Any experience or insight would be greatly appreciated. Thanks!

Hello,We are troubleshooting an issue with the built-in eSign / DocuSign integration after upgrading a client to Acumatica 2026 R1.The client’s Acumatica-to-DocuSign integration has been down since the upgrade. We are able to get to the DocuSign authorization screen and select Allow Access, but after DocuSign redirects back to Acumatica, Acumatica displays:“The connection to the eSign provider has failed.”We have been working with Acumatica Support and DocuSign Support, but have not yet found a resolution.Current findings:DocuSign Support has confirmed the following:The Integration Key / Client ID is valid. The Client Secret is valid. The initial authentication call from Acumatica to DocuSign is successful. The issue appears to occur after DocuSign authorization, when Acumatica attempts to complete the connection.Redirect URIs tested:We have attempted several redirect URI formats in DocuSign, including:https://denizenhome.acumatica.com/Pages/ES/ESign.aspxhttps://denizenhome.acumatica.c