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We are working on setting up MRP and seem to have run into an issue. The Safety Stock field in inventoryItem (AMSafetyStock) can only handle values up to 9,999,999. We have items that require a safety stock of anywhere from 10-50 million (possibly even more). In a sandbox, I updated the field to accept additional digits but we are still getting errors. I also do not know if that is a good way to go about it. Seems like an update that touches that table could change the field back and destroy that data. 

Hello, We are currently in the process of upgrade from 23R2 to 25R2. In the process, of upgrade we encountered an issue with scrapping on production orders. A case/Bug has been opened with Acumatica. However, we do not have an established timeline for resolution at this time.  Problem:When performing a scrap on a production operation the Production Order Detail will record the scrap on the operation in which it was performed. However, the scrapped qty will not update in the first operations QTY remaining and QTY to Produce Columns. All upstream operations, from before the scrap action will remain in a “Completed” status. In our production environment, if a scrap occurs, we must start over from Operation ID 0010.This means, we have completely lost visibility to a production order in the upstream work centers that is starting over in the production process due to scrap. This also means, we lose our Material transactions and labor cost associated to the rework of the product in the upstre

HI, I have created a business event that I want to archive every BOM but the latest one. Can any one give insight as to what the trigger conditions should be? My GI work fine and so does the import scenario, the Business Event is not firing. I also do not want it to archive the newest BOM such as A.  

When I do this in the Customer Payment Method, I get an error.   To explain further, I created an Import Scenario to Mass Update the Customer’s Payment Method as seen below but the IsDefault field is unchecked. 

My financial year starts 1 March, so March = Period 01.I built a 12-month rolling Trial Balance using ARM based on a Start Period/Financial Period parameter.Requirement:P&L accounts: show Turnover (period activity only) Balance Sheet accounts: show Ending Balance (cumulative)The monthly columns work correctly.However, the issue is with the YTD column:For P&L accounts, even if I set the column to Ending Balance, the YTD column shows only the previous month’s amount instead of the cumulative total.Example:Jan = 500Feb = 600Expected YTD = 1100But the report shows 500.Has anyone configured a rolling ARM trial balance like this, especially with a financial year starting in March, P&L Accounts should show Turn Over and Balance sheet Accounts Should show ending balance. How did you handle the YTD column for P&L accounts? I have attached my XML File for quick reference

I’m encountering an issue when creating a PO from the Inventory Planning Display screen. The demand is being generated for a specific Project. However, when the PO is created from the Planning screen, the Project field on the PO is defaulting to Project X instead of inheriting the actual Project associated with the demand.I’m trying to understand whether this behavior is driven by system setup/configuration or standard Acumatica functionality.Is there any setup or configuration that can prevent the PO from defaulting to Project X and instead carry over the correct Project from the originating demand? 

Hi, I'm experiencing an issue with Project Template security: I have assigned a Project Group to a Restriction Group to limit access. In the Project Templates (PM208000) screen, it works correctly (users outside the group cannot see the template). However, in the Projects (PM301000) screen, when clicking the Template selector, all templates are visible and selectable, regardless of the Restriction Group settings. Why the visibility restriction is not applied to the Template lookup field in the Projects screen?

Dear community I am excited to join all of you and hope to learn all about Acumatica cloud ERP from functional and development perspectives.I am a hobbyist AI-enabled developer from Connecticut and I am interested in learning how to develop custom widgets on Acumatica platform. Thank you.Dr. Amar Verma

Does Acumatica have integration with Stripe Payment Systems? Thanks

Hi, I am getting duplicates when printing a credit memo. What’s weird is it not happening to all credit memos and invoices. Only happens to some of them. I’ve attached the report file. Thanks for your help!  

Trying to figure out how I can enforce entry of a lot mask of format NNNNN/AAAANNNNNN-N where N is numeric and A is alphanumeric. We will receive the AAAANNNNNN-N part from a vendor and after performing inspection of the product will prefix it with NNNNN/ denoting that it’s an inspected received part. None of the parts of the lot number are auto-incremented, and there seems not to be a way to define the length of the segments, or the acceptable data for the segments. Is this possible to achieve without customization and if so what am I missing?

We are an Engineer-to-Order (ETO) company where Available-to-Promise (ATP) dates are critical to our customers. These dates depend on multiple factors, including supplier lead times, manufacturing cycle times, shipping, and also engineering/design time.We are exploring ways to better incorporate engineering capacity into our scheduling and ATP calculations.Has anyone modeled Engineering as a work center within Acumatica to account for design capacity and better reflect its impact on delivery dates?If so, how was it configured, and did it effectively improve ATP accuracy? Are there alternative approaches within Acumatica to include engineering lead time and capacity constraints in the planning process?Thank you Daniel Lago

Hi Community, I am in need of some help. We are currently booking some AR payments into a clearing account and then using the Bank Deposit feature to transfer those funds to the final bank account. However, we’ve found a couple instances where a payment that’s part of a bank deposit is returned. We would normally void the payment.How should we go about recognizing the returned payment since we shouldn’t be voiding payments that are part of a released deposit? We also need to be able to select the returned payment in the Process Bank Transactions for matching.Appreciate any insight.Thanks.

Hi there,We have a client who completes a monthly material stockcount, but they have distributed sites and often the stock count sheets aren’t received until the midway through the next morning or even a day later i.e., 1st/ 2nd.When the PI Counts are entered in Acumatica, it is hard-set to force the day of the count being the system date i.e., the current local date, and there is no way to adjust this from my understanding, unless going down the customisation route. This obviously causes issues because the count sheets will all be say the 31st of the month, but Acumatica will be calculating the balances as at the date of entry i.e., the 1st/ 2nd, which can causes Acumatica to attempt to incorrect adjustments.Is that correct, and/ or has anyone seen any way to handle the above scenario?  Thanks in advance.B

Hey, gang - I’ve reviewed a number of posts related to this issue, but wanted to get the team’s thoughts on my specific case.  I’ve got a client who wants to see total INTran Issue Quantities over the past 12 months, by month, as well as On Hand, Available, and a few other metrics related to the individual Stock Items, all in a single GI they can manipulate by date.  We usually get the System was not able to get record count warning, and I’m wondering if the community has some insight that’s tailored to this GI.  I’ve attached it for reference, too.  FWIW Somtimes, if I remove the grouping and re-add it, or if I change the date parameters, the warning goes away. This GI is really two parts - the first is the month-to-month data from INTran, conditioned by financial period.  Here, I aliased the MasterFinPeriod DAC 12 separate times using the DateAdd formula to reflect the month via the Joins.  The DateAdd formula is using a parameter, so all the months can change based on the selected [

Has anyone been able to get an import scenario to work for the Trial Balance screen?  No matter how I adjust the Commit checkboxes, the assignment of Import Number, or the Key assignment in the Data Provider among other things, the best I can do is get a single detail record saved and I wind up with the same number of trial balances created as I have records in the file.  I’ve tried using keys from the record (Branch, Ledger & Fiscal Period) and also an added field to the file to group the records by Key.  I currently have ‘<NEW>’ assigned to the Import Number field in the attached xml, but that isn’t the issue.  I haven’t had this issue with other import scenarios for screens that have a Master - Detail relationship.  Since I have about 15 companies and 13 trial balances that need loading per company, I’d rather use an import scenario over the grid import of the detail.  At this point, I haven’t even tackled the Validate step; I’d settle for just getting the detail records i

I’ve imported Employee records to the Employees EP2030PL screen with an Active history record.  I could use help creating an Import Scenario to create the PR203000 Employee Payroll Settings record. I’ve tried the out-of-the-box Import Scenario, Import Employees for new EmployeesPayroll without success.  I’m using version 2026 R1.It seems the Insert Action in the  Import Scenario does not open the Create Employee Payroll settings dialog, or the Create button isn’t getting clicked.Any suggestions will be greatly appreciated. 

Trying to import Production Orders and the first row went in, now the rest will not. Any tips?  

I have a client that has to create zero net pays once in while and they can’t release the transaction. It shows open and nothing hits the general ledger. Is there a special way you have to release a paycheck that has zero net pay? I have tried releasing it from paychecks and adjustments (inquiry), releasing through the paycheck transaction, and through process payroll documents. It is stuck in a open status and the only options you get are calculate. Since it did not hit the ledger then how do you continue with the transaction? Any comments would be appreciated. Thanks

Meet Arpine Arzumanyan our Acumatica Community Featured Member for July 2026. It’s great to have you as part of the Acumatica Community ​@arpine08!Hello everyone!I'm Arpine Arzumanyan, an Acumatica Developer with nearly 9 years of experience at Information Integration Group, Inc. (IIG).I enjoy working on complex business requirements, helping customers optimize their ERP processes.The Acumatica Community has been a wonderful place to share knowledge and learn from fellow members.On a personal note, I live in Yerevan, Armenia. Outside of work, I enjoy hiking and spending time in nature. I also love capturing beautiful and interesting moments through photography. 

When we use the Acumatica plug in within Outlook we aren’t able to link to any account. This has been functioning in the past but over the last week when Acumatica had an update it doesn’t work. For account and contact it only shows a list of employees and doesn’t allow us to search accounts in our Acumatica database. Please see screen shots below and offer answers as to how we can fix this issue. Thanks! 

Hello! We are looking for a Credit Management Platform that will integrate with Acumatica. A platform that processes credit apps, stores needed documents and etc. Any suggestions would be greatly appreciated!

Does anyone have any suggestions for a catch weight scale that integrates with Acumatica easily?  This use case specifically is for a butcher shop.

in 25R1, what logic is used to archive sales orders?  shipments?  The help doc states that sales orders with a status of complete or canceled will be archived.I ran the archive process on sales orders and shipments.  The majority of the sales orders were archived but I still have sales orders that fall outside of the retention period with the completed status.  The archive process did not archive any of my 20k shipments that fall outside of the retention period.Any insights?