Discussion Forums

Hi everyone!With the rollout of Acumatica 2026 R1, many of us are starting to move clients or internal teams into the Modern UI. While the look is great, we are seeing some functional differences compared to the Classic UI, for example, there are reported challenges with how hyperlinks and redirects behave in custom screens or moving several JS functionality from Classic UI to Modern UI.I’m curious to hear from other partners and customers: What is one thing about the Modern UI that surprised you (good or bad) during a rollout?Is there a specific training tip or a configuration you’ve found that makes the transition smoother for end-users? I'd love to gather some 'best practices' to share as we all get used to the 2026 release!Thanks,Shushanna

Hello everyone,  so our customer request to custom Asset ID. So, the Asset ID can be more specific from their asset class.Here is the example of their customized Asset ID:FA-EQ-01 FA-VHC-01For now we set the Asset ID using Asset Numbering Sequence. Do we need to use customization Project to create the UDF or etc? Do you guys have any suggestion? if we need to use customization Project please share the step that we can implied to our database. I really appreciate your help.Thank you. 

Hi Team,I have noticed that in sales price worksheets once it is released, we are not able to make adjustments to it. However, when we click on ignore automatic line discount (Which is selectable though the worksheet is released) the entire worksheet is put back on hold for edits. Can anyone please explain to me what the intended functionality of this check box? I have tested with this and if we delete the worksheet and it doesn't remove the released prices in the sales prices form but this seems problematic for traceability. Thank you in advance on any thoughts. Warm regards,Yasali

Hello,I have a scenario where when the user navigates to Customers » Print statement and click on ‘send’ the email activity pop up is generated with the default email template configured in the Report designer Template ID.  However when the user clicks on select template » replacing email body the fields mentioned with ((XXX.XXX)) such as ((CustomerDefaultBillingContact.EMail)) in the email template is not getting populated.  This is the header of the email template the user selects when changing the default template to the custom one  however, only the text is appearing on the email  I had tried to add this template to the report designer to see if the fields are populating and they do appear properly. it doesn't work only when the template is changed. Appreciate if anyone could help me in identifying the issue here and how to resolve it.  Thank you so much in advance.

The AP Bill is generating a warning stating that some bill lines differ from the corresponding lines of the related Purchase Order. We have verified that the PO, Purchase Receipt, and AP Bill values are consistent, including the quantity, UOM, unit cost, amount, and PO line linkage. However, the detailed warning for the related PO line shows an Unbilled Quantity of 0.00 KG and an Unbilled Amount of 0.00 CAD, with a unit cost of 4.2000 CAD per KG. What else could be the reason for this. ?

We have a workflow in which once a Subcontract has been fullly Billed, we create an invoice in our system to release the retainage.  There is usually no progress billing on that bill, and we are looking to release all retainage for that contract.It appears that there is a way to release retainage for a single bill at a time, but if I have a scenario like this:Subcontract total value: $10000Bill 1: $5000, with $500 retainageBill 2: $2500, with $250 retainageBill 3: $2500, with $250 retainageOnce that last bill is out, we create a ‘Retainage Release’ of $1000.  Is there any way to do this efficiently in the Acumatica API, other than finding all the Bills against a subcontract and looping through, releasing against each Bill?Or can I somehow release the full $1000 against the Subcontract in a single call?

All, I have an issue/question very similar to the one below, posted a few years back: As it stands now, any sales or cs rep can view any note or email activity attached to a business account or customer. This is a good thing as reps will often fill in for others when they’re afk or on vacation etc.But we now have a particular Business Account that’s being developed by our C suite where sensitive information is being shared. We could take this off channel, so to speak, but it’s easier to track by keeping it in Acumatica. But as it stands now, any sales or cs rep could view the activities attached to the BAccount. We would like (for now) to have this limited to only our CEO, COO and CFO.Is there way to lock this down? Once the BAccount is converted to a full Customer it won’t be an issue. As it stands now we would like to have some sort of role-based viewing but I don’t think it would be possible without heavy customization. Thanks!

Hello, We’re evaluating our end of month financials and noticed that labor hours booked without pieces/yield the burden isn’t booked. We’re using variable by labor hours overheard type. We’ve looked over the existing documentation and are still unsure what overhead would be appropriate for booking the burdened rate with labor hours and no pieces. 

Exciting News: BigCommerce Integration Coming to Acumatica 2025 R1 and Newer!Acumatica is thrilled to announce that the BigCommerce integration will soon be available for Acumatica versions 2025 R1 and newer launching in early 2026!This new integration allows Acumatica customers to seamlessly connect their BigCommerce storefront with Acumatica’s ERP platform. This means more automation, faster order processing, and real-time inventory and customer data sync between your ecommerce operations and your back-office workflows.What does this mean for you?Effortless order, inventory, and customer data flow between BigCommerce and Acumatica Fewer manual entry errors and time spent on double data input The ability to scale your online business with the latest and greatest from both platforms Remove the need for additional gateway fees and integrationsA note on paymentsAcumatica Payments is still the recommended option for the most streamlined, end-to-end payment experience. However, for custome

We are a small manufacturing company but use projects to track both our shop jobs and field jobs.  Currently the process to allocate materials to a field job is prohibitive.  We will do the following steps 30-60 days prior to the job being on the schedule.  Project inventory is turned on.  1) a transfer has to be created to move the materials from free stock to project stock (this then removes items from availability.)  Then the items are added to a PR Sales Order for shipping.  PR sales order does not update inventory or GL.  Then an inventory issue is processed when the materials leave the shop relieving the inventory from the Project Stock location and costing it to the job.How can we issue the materials (reserve) them for the project in the inventory so that the items don’t show available for other orders but would still be shown as in the warehouse until it is shipped to the project.  If we do an issue up front, it removes the items from available inventory, however the stock is s

We recently upgraded to 2025 R2, and I attempted to export data to Excel. Although the system indicates that the operation completed successfully, the downloaded file does not appear on the screen. I also checked my Downloads folder, but the file is not there.  

Dear All,  How to display two currencies in a single report, such as the BS (Balance Sheet) and PL (Profit & Loss)? How to set up a Chart of account so that it can accommodate all currencies? and how to configure it if a specific currency is required for the Chart of account linked to a cash account?

Hi all! I’m new to Acumatica; we just converted on 12/1 from Quickbooks.  How can I show an invoice marked as paid for my customers?  They ask for a paid invoice all the time for their records.  We sell high end products that many people need this for insurance purposes. Sometimes a customer will make a partial payment.  Example, a customer has an invoice for $100,000 worth of goods for which he paid $80,000.  I need the invoice to show: Total:  $100,000Amount Paid: $80,000Balance Due: $20,000 Or if it’s paid in full, it would be marked as such and balance due would be zero.  How can I do this?

We need to be able to generate time cards for all hourly employees for the year and have them in the “On Hold” status, without all the manual effort.We currently use the generate time card feature in the employee setup screen and generate a year’s worth of time cards for each needed employee.  This however creates the time cards in the “RELEASED” status and we have to then go into every single one of them and manually change them back to “On Hold” so time can be added to them.  This is a HUGE waste of time and it sems like this process should be easier.

When I try to release an issue (IN302000), I get PXLockViolationException error:Question: does the tstamp in each ARTran row in the database need to match the PXCache somehow?  Which object in the cache do I need to look for?

Hello Everyone, so I want to release the Translation Worksheet and there is an error“Inserting 'GL Transaction' record raised at least one error. Please review the errors. The currency assigned to the denominated GL account (112001) is different from the transaction currency”. I know the error because I set the currency on Chart of Account (COA) because the COA was uses to set up Cash Account. The Chart of Accounts (COA) entry we configured for the Cash Account requires a currency setting; is there a way to set up a cash account without specifying a currency?So we can remove the currency in the COA?Please help me to solve this, I have been explored and try to create use AMR for the reporting, but it doesn’t work because when entering the formula, I can't directly pull the rate from Currencies Rate.Our Base Currency is IDR and we want to Conversion to USD.If you guys have any suggestion or advice, that would be very useful, I really appreciate you kindness. Thank you. 

Good,The issue is that when you create a quote with the same item number, say three times with different costs and then create the project the items are aggregated on one line.  (Operations has set a reduction protocol that reduces the the rate based on the amount of tools runs; 1st run at full price, 2nd run at half off, etc.)  I know I can make additional items numbers based on the protocol or make a discount code based on the rate.  We have over 10 different types of tools. The quote is provided to the customer based on the number runs.  This might change when the project begins either adding of deleting some. Questions,  How do I make the conversion to quote keep all the duplicate items on separate lines?  I don’t want them to aggregate.  Is this a billing rule?  Or Allocation update.  I am sort at a loss who to make Project Quote to Project conversion keep the lines separate without aggregating them.Thank you for your assistance.Evan

 I'd like to know why I'm getting this error, since I've only run the following commands:*npm run getmodules*npm run build-devand when I tried to compile my screen with the following command:npm run build-dev --- --env customFolder=development screenIds=AR303020, it showed an error in the tsconfig.json file.Can you guide me on how to fix this? Thanks in advance. This is my version of ts 

Advanced Kitting Boost your sales with bundles!Acumatica’s Advanced Sales Order Kitting capability is designed to streamline and optimize your sales bundles. This feature improves visibility into non-stock kit components and inventory availability, and significantly boosts profitability by enabling better control over pricing and margins. It streamlines the order entry process, allowing customer service representatives to customize sales orders and packing lists, which leads to increased operational efficiency and a superior customer experience.  Additional highlights of this solution can be found below.Be a part of our Acumatica Labs Program to implement this innovative solution and help shape the future of sales order kitting! If you’re interested in participating, please complete this short qualification questionnaire.  Update: We are no longer accepting new participants for this program, and the qualification questionnaire has been closed. Thank you to everyone who expressed intere

Has anyone had any success in updating product availability to Amazon for multi locations? For example we have an East and West coast warehouse. We have Amazon setup with these two locations and specific shipping templates. However we have been unsuccessful in updating inventory in Amazon from Acumatica to account what is in each location accordingly. Amazon telling us this can be done, but no one seeks to know how in Acumatica

Is it possible to override the default WIP account in a production order when using a labor transaction? I need to hit a COGS for shop labor GL and not a manufactured products/material GL account. Reason being, the GL account for labor is in the account group for a labor line in the project cost budget. The default WIP is linked to the the materials line item in the cost budget. So I am having to post an extra project transaction that reclasses from materials line to labor. I would like to avoid this if possible. If there is a better way to get hours/dollars into production orders and accomplish the same, I’m open to that as well. I feel like it shouldn’t be this hard and I’m fighting the system. 

The fiscal year starts in June, set up correctly in the Master Financial Calendar. But @YearStart in GI/dashboard filters still resolves to 01/01, not the fiscal year start  it seems tied to calendar year, not the Master Financial Calendar.@PeriodStart/@QuarterStart seem to respect the fiscal calendar fine  just no fiscal-year equivalent.Is there a supported macro for this, or is filtering on GLTran.FinPeriodID (e.g. Period 01 of current FY) the recommended workaround?

Hi AllI’m setting up Employee Timecars & I want users to Enter their AL (Annual Leave)However I don’t want the AL Earning Type to be associated with a Labor Item. Hence I’m runing into this error.Is there a way around this.  

Currently when you upload the revenue items in a project, cost codes are not available to be imported.  Would be nice to extend this. Has anyone found a workaround, or created a customization?  We typically have 100 plus task on each project, would be nice to upload with all the other information. Thanks,Jeremy  

Hey all,Having an issue relating to the Roles of Relations attached to records. I have a customization that adds the custom set we’d like to use, but am unable to remove the default set, even when setting them as inactive in the customization project. I thought it might be due to some superseding project, so I looked and did find a single one above it, but even inactivating one option there and publishing did not remove any options. I was trying to stick to the low/no code options for simplicity since there explicitly is an option, but no dice. Any options to try?The only other thread I saw with the same issue was just due to not publishing, but these definitely have been. Published customization options: Result: