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I am migrating a 25R1 Self Service Portal to 26R1. I have the main site running in 26R1 with my customizations.I installed the portal against my 26R1 database.  I created a new VS project and copied in my code from the 25R1 stuff.  It is all kinds of broken.  The PX.Objects.SP is gone.  I added PX.Objects.Portals.dll into my project and it resolved some of the bad references.Does anyone know what assembly I need for PortalSetup?  I also used SP.Objects.IN.Descriptor.  That is missing too.Is there some reference material as to what I need to do to fix my bad references?  Sorry if it is something I should know about already, but I am not able to find anything.

Customer does not have the Deferred Revenue module.Does anyone know of a way to accomplish the following scenario:Invoice customer for sold item and install is also invoice up front. The install credits a deferred revenue account rather than revenue When the install is complete, via a Field Service invoice, we need to debit the deferred revenue account and credit revenue- therefore recognizing the revenue when the service is comlete.Thank you for any input you can provide.

        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

We added a user defined field "return reason" on SO Invoice, and set it as required for the Credit Memo type, to require users to select a reason for creating the credit memo.There is no problem for manually created credit memos. But when users use the invoice correction function, when releasing the new invoice, the system will automatically create a credit memo to offset the previous incorrect invoice. Since this action runs in the backend, the credit memo cannot be created, which also causes the new correction invoice cannot be released.I have thought of setting a default value for the return reason. But in this case, users will most likely forget to change it to the real value when manually creating credit memos. When we did not set this field as required before, we already found that many users forgot to select it.Is there any good solution for this?

Has anyone built or customized a Paid Time Off (PTO) request workflow in Acumatica? This would be a rather simply process.Employee selects the date(s) they want to request off. Optional note can be added. Request is submitted to a designated approver. Approver can approve or reject the request. Employee receives a notification of the action. Global dashboard to view all requests.A nice-to-have feature would be tighter integration with timecards. Once the employee's weekly timecard is created, any approved PTO dates would automatically populate as PLT / Vacation without the employee having to enter them manually.Has anyone seen something similar to this?

I have this discount code But when I create a sales order with this customer I cannot get the discount to trigger. And I can’t add it manually either. Hopefully I’m just missing something silly :)  

I’m working on a requirement in Acumatica ERP where I need to restrict certain basic or master data by company. By default, this data is shared across companies, but in my case, it needs to be company specific.There are multiple instances where this applies, not just the examples below: Salespersons → used in Sales Orders / Invoices Staff → used in Appointments / Service Orders My current approach is to add a Company ID field to each of these master records and then modify filters in the relevant screens using PXRestrictor to only show data for the current company.However, since this logic needs to be implemented in many places, I’m looking for a more centralized or scalable approach to handle this requirement.Is there a recommended way in Acumatica to control or restrict shared data by company without having to manually filter it in every screen?

Hello,Our Acumatica on version 25.200.001. After creating credit memo invoice and Releasing the invoiceby calling Invoice/ReleaseInvoice then I try to get the status of releasing invoice Invoice/ReleaseInvoice/status. First time call to get the status it fails and get 500 internal service errorseconde time Succeeded and I can status no content 204.Why it is failing always first time. I tried to but delay after release but same thing.

I’m trying to create a table that can tell users when a part was last cycle counted. I’ve attached the table that I have so far. The quantity is correct, however, some parts are not attaching correctly to their serial numbers, thereby resulting in no data being found for them. Any way to get this table to produce the correct results?

I’ve tried it all guys. Deleting browsing data including cookies, restarting my computer, making sure google chrome is up to date BUT when I press the parent activity of this task: I get a blank/new sales order I used to be able to go to the sales order page and go to the sales order from there but I’m still getting a blank new sales order This is happening in payments and applications as well. 

 In our 26R2 instance, I need to add the company warranty and company warranty type. My import scenario works for > 99% of my items when I don’t include equipment information. Our equipment that we sell and service typically is finished goods and typically is Model Equipment without components.I am trying to add these 4 columns: I can add Equipment Class and Equipment Type without Company Warranty and Company Warranty Type without error, but when I add the warranty information; I receive this error: Error: 'Component ID' cannot be empty. Error: 'Item Class ID' cannot be empty. We do manufacture this item, but none of the components are warrantied. If the equipment fails in the field, we would typically RMA the part in its entirety (not individual components).I can save this item using Acumatica’s screen, IN202500, without trouble.Copilot told me this….and I tried the suggestions.

Hello everyone, We are evaluating the Zebra RS2100 and Zebra ET40/ET45 for use with Acumatica and would love to hear from anyone currently using either device.How has your experience been with the integration? Have you encountered any challenges with scanning, inventory transactions, performance, connectivity, or device management? Overall, would you recommend these devices for warehouse or manufacturing operations using Acumatica?Any lessons learned, pros/cons, or recommendations would be greatly appreciated. Thanks in advance!

We have a couple of customers that require tiered discount terms.  One of them is a very large international company, so I’m sure others have ran into this situation as well.  If I have a customer that wants us to allow 4% discounts at Net 10 days that then trickle down daily to a 0% discount when the invoice hits 120 days, how do I make that happen?  The only way I can see it working is creating terms that would allow the customer a 4% discount for paying at 120 days since the system will not allow for a discount to be even a penny more than listed when the invoice is created, in addition to there only being one discount date available on my screen, not multiple due dates.  I just don’t know how to make this so that the customer doesn’t have the ability to take a 4% discount no matter what.In addition, I have a customer that wants their tier to be 4% N30, 3% N60, 2% N90, 1% N120, 0% after that.  Again, how do I accomplish this without the customer having the ability to take a 4% disco

Since Thursday August 6, we are seeing our Amazon FBM orders not sync into the system consistently. Results are sporadic at best, some come over right away, others come over 6 hours later and this is not sustainable. Anyone know if anything has changed on how Amazon is sending sales orders over for FBM? Most orders I cannot even see in the sync history if there is an error, they just do not populateNo one knows what to do to fix

Update:  We have identified enough customers to work with for our initial build.  Thanks for your interest and if you have follow up questions, please feel free to message me directly! Hello, current Case Management customers,We're exploring a potential new feature for Acumatica CRM that automatically surfaces similar past cases, so support teams can find and locate solutions faster instead of solving the same problem from scratch every time. The goal is less manual digging, quicker resolutions, and more consistent answers across your team.To build this well, we want to test it against real-world data — so we're looking for a few community members with large, established case databases that make use of the Closure Notes functionality who'd be willing to work with us during early development. This would involve reviewing early versions and giving us direct feedback on relevance and usefulness of our findings.If you're interested (or just curious to learn more before committing), reply h

When we create a SO from Sales Quote (QT) using the copy order option, I have noticed the Quote is updated to the Completed status. However, I was unable to find the Sales Order number anywhere on the Quote. Is there a way we can see the So number on the Quote itself. Thank you!

I’d like to get a feedback on my Open source project of performance comparison of three databases: MS SQL, MySQL and PostgreSQL for 26 R1 preview. I’d like to hear how deep is my analysis, what else can be added or removed? And of course if that is worthy of attention. 

Hi Community,Has anyone ever run into this error before on a Sales Order? It seems like it would be from a dashboard maybe considering the site has no container management on it.Cheers,RJ Kenna

Hello Folks, I have ran into a somewhat challenging roadblock for creating Approval maps for multiple screens. These Screens Include: Change Orders(PM308000) and Purchase Requisitions (RQ302000), both screens seem to not save either the “Owner” or the “Workgroup” of that owner in the DAC SCHEMA making it impossible to create an approval map for these screens using one. For example: On the Change Order screen, there is no “Owner” field but acumatica should track a created by and therefore an owner field of that document. Also pulling in the Workgroup associated with that person. Acumatica is not doing any of this:  We  can see on this screenshot that workgroup, owner are both empty but the created on field (Which i have blocked out for privacy) has a field inputted. Can someone explain why this is happening is this isolated to 26R1? 

Hi, One of our client has a third-party integration with Salesforce which connects through our own middleware tool, which pushes Invoices from Salesforce into MYOB Acumatica and creates the corresponding Invoices.However, despite Numbering Sequences being specified in Accounts Receivable Preferences, how was the integration able to create an Invoice and a Credit Memo with the same Ref. Nbr.?Any idea how can this happen?Thanks! 

Hello Acumatica Community,I would like to ask for advice on an issue in the Production module (Material Issuing to Production Order).Our setup:Glove types: Exam, Household, Industrial and Surgical. Production method: Lot-type production, which runs continuously. BOM types: Compound, Unpack and Pack. Warehouses: We have separate warehouses for the Compound, Production and Packing processes.The issue:Materials are issued (released) to the production order only at the end of production, just before the last batch is released. By that time, the earlier batches have already been moved from the Production warehouse to the Packing warehouse. As a result, the material cost is not allocated to all batches of the order.Questions:What is the recommended way to ensure the material cost is allocated to all batches of the order in this scenario?Should materials be issued progressively (for example, per batch) instead of once at the end? If so, how do others handle this in continuous lot-type product

hello all,Is there any option to setup a user role in the approval maps. So if any of the users have been assigned a specific role then they have the right to approve it. Or is it possible only via setting up the workgroups?

Hi everyone,I've created prompts in AI Automation that validate records (for example accounting entries).I'm currently writing the result to a UDF. However, I think the notes field of a record would be a better option. But that field isn't listed among the input fields.Have any of you dealt with this requirement before, and how did you implement it?

The Acumatica provided AP aging report is useless as-is because it downloads to Excel as a nested file. Is there a quick way to download the AP aging report as a flat file?

in the left image there is no construction project management while in the right there is. They are the same build version. Is there any explanation about this ? thanks