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Client has different companies in their tenant.  They would like when downloading the financial reports (balance sheet, Income Statement, etc.)  it exports the file name as Balance Sheet - <Company ID> - 01.31.2026.pdf (the financial period pulled through on the selection page.  Right now it downloads as Balance Sheet (2026-03-19).pdf which is the day the report was ran even though they only pulled as of January 31, 2026.Is there a way to change this?  I know we can change via Report Designer for non ARM reports. 

We are trying to use a push notification to send inventory data from a GI to an outside system. We have created several other push notifications that are working as expected but our inventory push is not.We are currently using px.objects.in.inventoryItem as our table.Results tab: InvenotryID, SiteID, LastModifiedDateTime, & QtyOnHand.Nothing is hitting the push when inventory updates. Thanks,

Hi, we have a sales order for a stock item that has unit cost of 0.4568 back in June 2025, but I can’t find the cost in inventory transaction history. How is this calculated and where is this inherited from? Help please..Item’s valuation method: FIFO This is the UOM of the stock item 

<template> <qp-template id="Document_PXLayoutRule1_div0" name="1-1-1" > <qp-fieldset id="Document_CstPXLayoutRule21_fs" wg-container="Document_form" view.bind="Document" slot="A"> <field name="WPickingNbr"></field> <field name="SiteID"></field> <field name="CreateTransfer"></field> <field name="Description"></field> </qp-fieldset> <qp-fieldset id="Document_CstPXLayoutRule22_fs" wg-container="Document_form" view.bind="Document" slot="B"> <field name="ShipDate_Date"></field> <field name="Time"></field> <field name="TransferNbr"> <qp-field control-state.bind="Document.TransferReleased"></qp-field> </field> </qp-fieldset> </qp-template> <qp-tabbar id="Tab"> <qp-tab id="TabDetails" caption="Details"&gt

Hello all,I have a requirement where a user would like to create an SO from quote. Is there any automation that we can make use of or any import scenarios?Thanks.

How can I get the shipping address on the Invoice actually match the override from the Sales Order in the scenario below? Have in mind the Shipments and Invoice are generated from the Processing page on a schedule.I have a sales order with direct override of the Ship-to Address.This order then is partially shipped by 2 shipment to that same address. Then the Invoice is generated for the whole order and the address on the invoice is reset to the location address instead.The easy workaround would be to create actual Customer Location before shipping and use it, but that means I can’t normally use the Address Override feature anymore. It seems like the “Multiple Ship-To Address” logic on the Invoice is simply checking the Address IDs and ignoring the fact that it is the exact same address actually.  

The Create Production Orders screen is sometimes including sales order lines that already have a linked production order.  This seems to occur when the first production order is on an In Process status and has been partially completed.  The new production order is for the remaining quantity.This is a big concern in a Make to Order scenario where Create Production Orders is automated.  It can lead to over production of costly custom ordered product.  We have opened a support case and this has been documented as a bug.  In order to prioritize this for development, it would be helpful to identify if others are having this same issue.There is a similar known issue which was documented here and is considered resolved.  We are seeing this issue in 2025 R1.Thanks in advance!

Hi Team,In Acumatica, on the Journal Transactions screen, there is a Customer/Vendor field that is currently disabled. I have enabled this field, and I want it to work the same way as the Vendor field in Bills and Adjustments.In that screen, if a vendor has a branch restriction, the vendor does not appear in the selector when working in a different branch. I want the Customer/Vendor field in Journal Transactions to follow the same behavior.I have tried several code approaches, but I am still not getting the expected result. Does anyone know how to correctly apply branch restriction to this field so that the selector only shows vendors/customers allowed for the current branch?Any guidance or solution would be appreciated.Thank you.  #region ReferenceID          [PXDBInt()]        [PXSelector(typeof(Search<BAccountR.bAccountID>), SubstituteKey = typeof(BAccountR.acctCD),            DescriptionField = typeof(BAccountR.acctName))]        [CustomerVendorRestrictor]        [PXUIField(D

Has anyone else had connectivity issues recently when trying to connect or work in the mobile app when they know that they do in fact have WiFi/cellular connectivity?  When the error occurs the user is able to open a website in Chrome to confirm that they do have connectivity. This seems to be a new issue in the last couple of days, and all of the reports so far have been on Android devices.  It is affecting more than one of our customers on different Acumatica instances.    

Hello, I’m trying to automate the Create Purchase Order Process of my MYOB Acumatica. Though the automation works, it stops with the error, “Owner Cannot be Empty”. I have identified this because, there is no Linked Entity connected with Admin user and hence no Owner is filling on the Purchase Order form. And the field is mandatory. The admin user is not editable even to a full user.  Is there any way that I can automate the process. 

We have Restriction Groups that relate to certain Users seeing certain items. This Restriction Group has worked fine for a couple years. Now it periodically doesn’t work and Users can see items we don’t want them to. We are currently using Acumatica 2025 R1.Is anyone else experiencing this issue? Is there a fix?

I’m trying to update the Days Sales Outstanding to accurately reflect how our accounting team calculates DSO. I’m able to get monthly sales and current AR, however, I can’t get prior AR. For example, for March, 12th of 2026, I would want to pull open AR for March 12, 2025, December 12th 2025, and September 12th, 2025. Is there a way to pull that information into this table, and if so, how? 

Based on testing in 25R2, using Generate Orders for Subassembly pegs the Constraint Date to the Parent Order Start Date (not the individual Operation Start Dates) for the Subassembly orders that are generated.The Due Date is smart enough to look at the Operation Start Date for when the Painted Assembly is actually needed, but Due Date has no impact in the Generate Orders for Subassembly action.We’d like the Constraint Dates for the child orders to be pegged to the OPERATION start date, not the ORDER start date.  Is there a configuration we’re missing?  We do not use APS.Other areas of the system seem to look at OPERATION start date to determine Constraint Dates/Promise Dates/Demand Dates.  I know on the Order Type you can force the MRP system to “Use Order Start Date for MRP”, which pegs all Constraint dates to the ORDER start date, but there is no setting for generating production orders that says “Use Order Start Date [for pegging demand dates]”.  This behavior seems inconsistent wit

Hi Everyone, I’m trying to have more than one mailing “Default sources” under the Mailing and Printing Tab of Purchase Order Preferences, as seen in below screenshot. The issue is that, when i create a PO logged in to each of the branch, then when i click “Email PO”, only for the first branch’s PO does send the email successfully. For the rest of the 2 branches POs, clicking “Email PO” throws an error. Please see below screenshot for the specific error: Please help!Thanks,​​​​​​​Wandile

Is there a good way to accomplish this special situation?   Send shopify transfer order details to Acumatica as 1 step transfers. Thanks,Nirav S.

I import some records from file for Requisitions screen. in my file i have column with unit cost but unit cost not updated. Help please

I know that if I Prepare Invoice FROM the Sales Order after the shipment and return are complete, I will get a single invoice with both the return and the new item(s).However, that isn’t normal processing.  We don’t want to handle RMA invoicing separately. When we use Process Shipments > Prepare Invoice - we want to hold off invoicing till everything is returned and replacement shipped and create a single invoice (or credit memo if more returned than shipped). Is there any way to force the shipped and returned items into a single invoice?

Hello, I am required to initiate an approval process for Cash Transactions.However, I do not want the approval process to apply when the Cash Transaction originates from the Process Bank Transactions form, as those transactions are released by default without manual intervention.Is there a way to identify the origin of a Cash Transaction and bypass the approval process when it has been created through the Process Bank Transactions form?Thank YouAmanda 

Hello,We are on Build 25.100.0054.6 and we were in contact with UPS for a separate issue we were encountering.They informed us in their communication the following:“Starting Q3, 2026, the lifespan of OAuth tokens will be reduced from 4 hours to 1 hour. This means your integration must generate a new token every hour instead of every 4 hours to maintain uninterrupted access to UPS APIs. If your integration is hardcoded to refresh tokens every 4 hours, you will need to update your logic”We are wondering if this will potentially change how the carrier is connected with Acumatica and if this change will impact the connection with Acumatica at all?Thank you!

I am getting a 406 Not Acceptable Error when trying to POST to {AcumaticURL}/24.200.001/Email endpoint.  My Payload is:{ "Subject": { "value": "Draft Email for Opportunity"}, "Body": {"value": "This is the body of the draft email."}, "MailStatus": { "value": "Draft" }, "ClassID": { "value": "Email" }, "IsIncoming": { "value": false }, "RelatedEntityNoteID": { "value": "xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxx" }, "To": { "value": "recipient@somecompany.com" }, "From": { "value": "sender@mycompany.com" },}I have tried “NoteID”, “RelatedEntitiyNoteID” with the Note ID of the Opportunity, that I get from a GET I am out of ideas, good ole google hasn’t help either.   Any guidance would be helpful.   I also tried using the \activity endpoint as well, same 406. Headers have Content-Type:  application/json & Accept:  application/jsonAny help would be appreciated.

We’re using Pacejet with pack and ship in Acumatica. I’m wondering if anyone is having speed issues like I’m having. It takes about 45 seconds to confirm an order.

I did my homework and found this article which explains how to retrieve an attribute from a KV table.I am trying to get an attribute from POReceiptItemLotSerialAttributesHeaderKvExt.  The main table is obviously POReceiptItemLotSerialAttributesHeader.When I try to get the attribute the object is null.In my code, I get the POReceiptItemLotSerialAttributesHeader record.  Then, I try to pull the Attribute using that record for the attribute “AttributeSEEDCALC”.Here is the code in my extension.   public class POReceiptEntry_Extension : PXGraphExtension<PX.Objects.PO.POReceiptEntry> { #region Event Handlers protected void _(Events.RowUpdated<INItemLotSerialAttribute> e) { var row = (INItemLotSerialAttribute)e.Row; if (row == null) return; string measurement = null; double seedsPerLB = 0; double seedsPerGR = 0; double dweight = 0; double dseedsPer = 0; POReceipt pOReceipt = Base.Document.Current; if (pOReceipt == null) return; POReceiptItemLotSerialAttribut

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.

We just found out we cannot print drop-ship POs once it’s been received while being in the PO. Does anyone know the reason? We have a work-around of reopening the PO and printing, or using the Printed Form in the PO list screen. 

We have a client that does a lot of custom one off work, and they often reuse the same inventory ID, so they do not have to create 100000 inventory id that they will never use. They are using estimates, so everything gets built out to meet the needs of their customer, but when they go to add it in to the project, it will not allow for duplicates on the project task. They don’t really want to create multiple project tasks, as it duplicates a lot of their work flows. Ideally we would be able to utilize configurations, but configurations and estimates don’t play nicely, especially since there are a lot of outside processes and unknown charges that they need to then flow down.The workaround that they have come up with is to have duplicate inventory ID (remove and replace1, remove and replace 2, etc) so that they can add everything to the project task and group everything together.Not ideal, but better than creating a bazillion part numbers.