Discussion Forums

Hello,We’ve been live in Acumatica for just over a month now and are running into some questions surrounding the MTO process. In short, inventory has been tied to a sales order as we expect in the MTO process. However, in some cases we’d like to remove the inventory allocation.If we go to the sales order and uncheck the Mark for Production box, that doesn’t seem to be removing the inventory allocated to the sales order. I understand the inventory was probably reserved during the sales order create process.Is there another process we aren’t aware of to remove the inventory allocation link to an existing sales order?

Meet Mark De Castro our Acumatica Community Featured Member for June 2026. It’s great to have you as part of the Acumatica Community ​@MarkD!Hi everyone! I'm based in the Philippines and have been working in the corporate world for nearly 8 years. My career started in customer service, where I spent 2 years developing strong communication and problem-solving skills before transitioning into ERP consulting.For the past 6 years, I've been helping businesses improve their processes through ERP solutions. I began as an SAP Business One Consultant in the Philippines and later moved into the Acumatica ecosystem, where I've been involved in both support and implementation projects for Australian clients.What I enjoy most about my work is solving business challenges, learning from different industries, and building relationships with clients and fellow professionals. Being part of the Acumatica Community has also given me opportunities to connect with talented people who share the same passion

Is there any way to have a discount calculate from a group level but apply the discount as a line discount instead of a document discount?The example is: we give a qty discount on a specific brand (which is an item class), 2+ = 10% discount / 4+ = 20% discount.I can make it give the proper discount using a  document discount, however, the problem this is more difficult for reports where we track profitability per item sku and also returns etc. As the line amount per unit doesn’t reflect the discount. I don’t think there is a way to do what I want but thought I would check. 

Hello all,I would like to know if we can prevent de-duplication or inserting/saving of incorrect keywords. For instance there might be an item ID = LAPTOP, and any other employee would go ahead and create a same item but with incorrect keyword = LEPTOP. How can we prevent such scenarios in Acumatica?

Hi all. I have multiselector attribute. I need show attribute value in my other view like this show in Attribute tab. For example: When valueID and description is fill  i need show description, when description is null i need show valueID

We have a prospect that has two companies, one base in ROI and one based the UK. The 2nd ROI company does not hold any stock and all sales orders are supplied by the primary UK company. We’ve worked through using intercompany and believe it would work for them to a degree but ideally we would like the Intercompany Sales Order in the UK company to be dispatched to the customer address for the ROI company. If we select to raise the intercompany PO from the ROI company to the UK company as a drop ship PO, we cannot seem to generate the intercompany SO from the “Generate Intercompany Sales Orders” process within the UK company. This means the ROI company would have to theoretically “Receipt” the stock to their ROI warehouse to immediately despatch their customer sales order. This adds another level of admin the customer would like to avoid as they would like the paperwork from the UK company to have to delivery address of the ROI company customer. Any suggestions would be appreciated. 

I have not experienced this before.  I am logged in as ADMIN with customizer etc. roles.I cannot get anything to come up in the DAC browser.This is just an example.  I cannot open any DAC.Click here: 

Good morning all,i am working to add an attribute in the Lot/Serial number setup screen and run into a CSSCreen Attribute error. Has anyone run into this or know how to fix it? I have tried creating a new lot/serial item and still get the same result. Please help. Thank you. 

Hi everyone,I am troubleshooting an issue in Acumatica where certain Contact records time out when opening the Contact entry screen.The Contacts list screen had a separate Generic Inquiry issue, which I was able to correct. The GI had an invalid condition:Contact.UsrCustomerLocationID <> MAINUsrCustomerLocationID is an integer/custom LocationID field, while MAIN is the LocationCD/substitute key. I corrected the GI by joining the Location table to Contact using:Contact.UsrCustomerLocationID = Location.LocationIDContact.BAccountID = Location.BAccountIDThen I changed the condition to:Location.LocationCD <> MAINAfter that, the Contacts list screen started loading correctly.However, I am still getting timeout errors when opening certain Contact records directly on the Contact entry screen. The screen opens blank and then throws an execution timeout. The trace points to Acumatica duplicate validation / duplicate entity loading:Microsoft.Data.SqlClient.SqlException: Execution Time

Hallowe are currently working on the integration of 25R1. On the payment Receipt Form AR643000 in AR Modul the look up window Reference Nbr. does not show the list of the released payments which could be printed. is this intentional or is it a bug?

When a customer has an overpayment on account can that overpayment be turned into a credit memo?  I need an action to  show the customer the credit on account and remove the payment sitting open.

Our inventory items are valuated via FIFO. I have some items that ended up getting a $0 unit cost, but those items are layer #2 in our cost layers and I’m unsure about what I need to do in order to change that unit cost. For items where the $0 was the first layer I could just issue out the item and do a receipt with the new unit cost. Yes, I am aware that it would move that cost layer down to the bottom of the list which is okay in this scenario.If I need to change the second layer do I need to do 2 lines in my issue, remove enough inventory to relieve the first layer and then do a second line that issues out the 2nd layer, and on the receipt receive enough that mimics the first layer at the original unit cost and then a second line that has the adjusted unit cost?I have read that it is recommended to do adjustments to change unit costs but I find that those changes are not reflected in the cost layers GI.

We are using the “cost projection by date” feature in 2026R1 to forecast WIP and Over Billings.  It is a very useful tool.  However, to match our month end, it would be beneficial to use to use the post period as the cut off for transactions rather than the invoice date.  Sometimes the post period does not match the invoice date as a result of month end accruals.   By not matching the post period with our month end it causes errors in our WIP and Over Billing calculations.   Is there a way to change the cut off to post period rather than invoice date within Cost Projection By Date?

Is Acumatica doing away with direct carrier integrations? (We’ve always used our own UPS account and a stamps.com account for USPS.) We recently were told that we need to switch to an Easypost account.  However, everything I see online only talks about Acumatica discontinuing direct integration with FedEx..Easypost hasn’t been an easy transition, yet.  It’s been a week and I’m still waiting for an email reply from tech support.We’ve also had issues adding funds (taking 5 days to post.) I’m just wondering if acumatica is in fact stopping direct integration with UPS/Stamps? Thanks..

RequirementWhen a Sales Order generates multiple invoices due to split shipments, the freight charge should only be applied to the first invoice created from the Sales Order.Current IssueThe freight charge is currently being carried across to every invoice generated from the Sales Order. In addition, the invoice balance calculation is including freight on all invoices, resulting in duplicate freight charges being displayed and charged to customers. Expected BehaviourThe freight charge should be displayed only on the first invoice generated from the Sales Order. The freight amount should be included in the balance calculation of the first invoice only. Any subsequent invoices generated from the same Sales Order should not display the freight line item and should not include freight in their balance calculations.This will ensure customers are charged the freight amount only once, regardless of how many invoices are generated from a single Sales Order. I have attached the report.  

Hi Everyone,I'm trying to create an Import Scenario for the Consolidation (GL103000) screen to update existing consolidation setup records rather than insert new ones.My requirement is to import changes to existing records (for example, Active flag) based on existing consolidation setup entries.Any examples or guidance would be greatly appreciated. 

I am effectively trying to match strings with an IIF statement to create an ‘substitution list’ with a GI. =IIF(InStr([ATTR_USES.Value], 'Hiking')>=0, 'Outdoor', IIF(InStr([ATTR_USES.Value], 'Athletic')>=0, 'Athletic', 'Casual'))Issue is that it italways provides incorrect resultsAs you can see above, when I join on CSAnswers I don’t get the raw values back?  Looking for answers on both. thanks! 

I am working on an Import Scenario to update the Declared Value to 0 for the boxes in the Packages tab. However, when a shipment contains multiple boxes, the import is creating duplicate package records instead of updating the existing ones.I tried using Line Nbr. as the key field, but it does not appear to be matching the existing package records correctly. Unfortunately, we do not have a License Number available that can be used as a unique key.Has anyone successfully updated existing package records through an Import Scenario in this situation? Are there any other fields that can be used to uniquely identify package records, or is there a recommended approach for updating the Declared Value without creating duplicate packages?Any suggestions would be appreciated.  

What have you found the best method for a chargeback on a customer’s behalf?They filed a chargeback and received their funds back through the card company.  We never ended up shipping the order, so it was just Canceled in Acumatica.  Now the funds are available on the customer’s account.How have you found the best practice to show that as a chargeback and wipe from customer’s account?

Hello,Is there a way to change the price class on the sales order?   Thanks!

Hi Community,I ran into and solved this error that I did not see any posts about on the Community. I wanted to post the Issue and the solution for anyone who might run into this Acumatica Error Message: "There are no lines suitable for creating Child Orders."Cheers,RJ

Hello! Can anyone help me with the import scenario mapping for checks and payments screen. I am trying to import a payment for an open bill. But my mapping won't work. The error says  

PO Error: There are no lines in this document that may be entered in AP Bill Document directly. I already enter one time bill with 1 qty and I want to enter more bill but it shows error. 

Hello,I have a customization package that was originally created for Acumatica 2025 R1. I imported it into the Modern Portal (2026 R1), published it, clicked Convert to Modern UI, and published again.After that I'm not sure how to add these screens to the portal menu. They do not appear in the Select Forms dialog when I try to add them to a workspace.I also noticed that the Portal Map screen no longer exists in 2026 R1. When I open the Site Map, set a Workspace and Category for my screens, save, and then refresh the page, my changes are lost.I must be missing something in the deployment process. Is there a documented workflow for adding custom screens to the Modern Portal menu in 2026 R1?Any help is appreciated. Thank you!

We have email notification template for invoices which are working correctly for single invoices.When sending an email with multiple invoices for a customer from the Print/Email AR Documents, the same template is used but the user’s email address is added to the ‘From’ on the template and the user’s details are also added to the footer (resulting in two footers, the one set up on the email template and the user’s)