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We are almost ready for Go-live and the customer noticed that the description from the change request isn’t carried over to the Change Order. The process:Change request creation 00001 Click on the Create Change Order button to create the Change Order  While looking at the cost budget it’s empty. As seen on the screenshot below: 

Hello, currently I’m using Acumatica 2026 R1. I’m running into an issue after Convert to Modern UI for screen IN304000. Steps to reproduce : Open screen IN304000 Convert to Modern UI (generates IN304000.html, IN304000.ts and views.ts) Opens a project in Customizations Project Add Modern UI Files → Select IN304000.html, IN304000.ts and views.ts Publish projectAfter publish, I encounter error log like this : [2026-08-14 06:41:23.069] npm run build failed with output:> screen@0.1.0 build> cross-env node --max_old_space_size=6144 --optimize_for_size --stack_size=6144 --trace-warnings ../node_modules/webpack/bin/webpack -- --env production --env tenant=Company screenIds=AR303000,CZ102000,IN304000,SO301000,SO503000ts-loader: Using ts-patch/compiler@5.5.2. This version may or may not be compatible with ts-loader.More build info can be found in logs:D:\IHSG2024\NodeTemp\IHSGDB\_acu_build-tools-106352351393400.logD:\IHSG2024\NodeTemp\IHSGDB\_acu_transformers-106352482563700.log[1m[31mERRO

We use Sales Order (SO) Invoices for all our Field Service invoices.  Our SO Invoice has its own report design, which is different from that of an AR Invoice.  The invoices for Service Contracts ONLY use the AR Invoice report. Because we have several companies, we cannot modify the AR Invoice report to meet our service company’s specific needs.  I have submitted a case to Acumatica.  We are told that Service Contracts only use AR Invoices.  To use the Sales Order Invoice, a customization is needed.  This makes no sense to us.  We should be able to use our SO Invoices to bill a Service Contract.  We believe this should be an out-of-the-box feature.Does anyone have recommendations for using the SO Invoice for Service Contract Billing?

The method in which retainage for Proforma/AIA invoices is done, is causing extra work on our team. With Acumatica's method of not being able to run an invoice and a retainage invoice with the same date has a high risk for error and corrections. A product enhancement to change the function and flow for retainage invoices that require an AIA should be looked at. Our legacy system allowed us to process these easier. Is there anything in the works to enhance this function?

Is it possible to merge duplicate Vendor accounts into one?

I’ve noticed over the years that a string like .../(W(104))/… can be found in URLS, but I’ve never been able to determine what this indicates.  I can create a link without this section of the URL, however it resolves back with a number when the site comes up.  Can someone help me understand?

Trying to re-publish customisation as I am missing endpoint in copied Tenants.  Was hoping the missing endpoints will get created during the republish of customisation.  I am getting the following error.  Any idea what access level I need for my user. 

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,

Is there a way to take information on the Stock Item page and display it on the line when that part is chosen for a Sales Order?

Hi,I am creating a new Inventory Item Label with a QR code. This report is intended to generate inventory by warehouse and will be used with the Scan and Count feature in the Acumatica Mobile app.At present, the report is displaying as blank, and I am unsure of the root cause. I would greatly appreciate professional assistance in resolving this issue. Thank you.

Hi Team,When we select InventoryID in Sales Order screen, it should show Popup of InventoryItem “Add Pop-up Notes”. When we create Sales Order via Processing screen, it throws error.How to avoid this popup trigger while creating Sales Order via code? This is the code piece triggering for Popupprotected void _(Events.FieldUpdated<SOLine, SOLine.inventoryID> e, PXFieldUpdated baseHandler){    baseHandler?.Invoke(e.Cache, e.Args);    if (!Base.IsContractBasedAPI)    {        SOLine line = e.Row as SOLine;        if (line?.InventoryID == null) return;        InventoryItem inventory = InventoryItem.PK.Find(Base, line.InventoryID);        if (inventory == null) return;        string note = PXNoteAttribute.GetPopupNote(Base.Caches[typeof(InventoryItem)], inventory);        if (!string.IsNullOrEmpty(note))        {            _inventoryNoteText = note;            _askInventoryNote = true;        }    }} Thank you

How would I run a report to show me the open AP documents for a specific period? Currently the reports are not tying because the AP bills were paid in a future period, so they seem to be omitted from AP Open Documents by Vendor. Our AP Aging report won’t work because it doesn’t seem to handle retainage documents.Any ideas on how to accomplish this? Is it a feature out of the box?

AP Check Form - Anyone already have a template with check in middle and remittances at top and bottom?Please see attachment sampleThanks.John

Hi Community,No better way to learn more about our community than hearing directly from our Acumatica Community Manager, Chris Hackett! I wanted to invite all to listen in on a conversation about the Acumatica Community later today! Chris and I will sit down to answer some questions about how it can be helpful both to consultants as well as end-users. Please join us at 4:30 EST here: https://hubs.ly/Q04sDdp90We will post the recording below once it is ready also.See you there!-RJ

Wondering how others have dealt with this in the past or if there is an option or way through low code no code options to handle this - when you are shipping in Acumatica there is no requirement to pack the items or pack the shipment in full. This can lead to data and reporting not really making sense especially when things like EDI or other integrations are involved. We would like to ensure that when someone is shipping that everything that was picked on the order gets packed into packages, but there is not currently a way to set this up.It seems like something simple that there should be an option for this already. How have others handled this? 

Greetings, Community Members. We want to inform you that we are actively developing updates for Acumatica’s Exchange Sync software in response to upcoming changes Microsoft has scheduled for Fall 2026. Our goal is to ensure continued compatibility and a seamless experience for our customers. This change is driven by a Microsoft deprecation of legacy components that Exchange Sync relies on. Microsoft now requires migration to newer versions of their software, and Acumatica version 26R1 is being specifically designed to align with these updated requirements.  We are also actively evaluating options to support this change in a prior release of Acumatica. We expect to share more detailed information within the next couple of weeks. Rest assured, we will continue to provide regular updates and support resources as the Microsoft deadline approaches. If you have any questions or need assistance with your upgrade planning, please don’t hesitate to reach out. The Acumatica CRM Team 

October 1 begins our fiscal year and all employees have received a raise. Is there a way to import the pay increases to all employees? I have already created a spread sheet with all the data that I believe is needed to import. Most of the earning codes are the same for a majority of employees. I am new to Acumatica but I am trying to learn as much as possible and I do not want to enter one by one.

I’m not sure what to do with Government Reporting this week.Whenever we try to process it through Aatrix it usually works fine. Starting last Friday it is giving us this error message when trying to run the Federal Tax Deposit:Any thoughts on what we are missing here?Thanks!

Hello, My boss is asking for an automated email of our inventory report every week. Currently we use a pivot table set up by our VAR to show our inventory at a quick glance.  however, i cannot automate this as an excel file email so i have to build a report. I’ve got all the data to show, however, each warehouse creates it’s own line. I’ve tried grouping, but that will only pull results for the BBPA location. I looked at possible solutions but adding =Sum to each line didnt work, grouping didn’t work, trying to hide the 0s in the conditions didnt work.  Any ideas on how to combine all of those lines into one single inventory line like the pivot table does?

It would greatly improve the ease of getting all costs onto our service orders if we could link an AP bill directly to a service order.  We do use the PO system for most of this, but still have expenses come in that we have to manually add to our service orders because there is not currently a way to link the bill in AP to the service order where we want the cost to show.

We need to the ability to have negative quantities on service orders so we can return items from a customer and back into inventory, while giving the customer credit for that return.

If you have a Dashboard widget with a GI and in that widget you have a parameter options set, when you PIN it as a KPI and open it, none of the inquiry parameters are preserved on the mobile app.Below is a screenshot - by default this is not checked. I had to edit the GI itself to preload this as the default. 

I’m looking to confirm that the following business event and subscriber should indeed trigger the “prepare invoice” button on a sales order. This business event is based on a generic inquiry that only shows sales orders with a specific ship zone and a status of open (so once the sales order is invoiced it will no longer be shown on the GI)XML To the GI is attached Action Execution: I can’t seem to get the business event to trigger for all of the records that already exist. I’m not sure when a new record will be added. Business event XML is added as well.Note I have tried the Raise Event: be “For Each Record” as well and wasn’t able to get it to initially run. Another thing I tried was counter filtering my GI so there were no records and then remove the counter filters so records would appear and that did not trigger the business event either. 

Hi all,Happy Mothers Day!I needed a way to connect Claude to our Acumatica 2025 R2 instance right now, and the official Acumatica integration looks like it's still some time away. So I built one (entirely using Claude Code), ran it in production against our own ERP for a few weeks, and have now open-sourced it under Apache 2.0:Repo: https://github.com/hallboys/MCP4AcumaticaMCP4Acumatica is  a remote MCP (Model Context Protocol) server that runs on Cloudflare Workers. Each user logs in with their own Acumatica credentials — the server holds nothing centrally beyond an encrypted refresh token, and a user's normal Acumatica role governs what records they can read. Any MCP client (Claude.ai, Claude Desktop, Claude Code, ChatGPT) can talk to it.What's in the box (v0.31.1):38 read-only entity tools — Customer, Vendor, Sales Order, Invoice, Bill, Payment, Stock Item, Project, Case, Service Order, Shipment, Employee, and most of the common screens. 6 utility/discovery tools — generic-inquiry l

Hello everyone, I want to ask about module fixed asset. So our customer want to know if in Acumatica we can see a journal preview before we process “Depreciation” in menu Calculate Depreciation. Do you guys have any suggestion for this? or in Acumatica have menu to accommodate our customer request?I really appreciate your help. Thank you.