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OK, this one may sound off the wall but bear with me.  The WMS Screens like Pick/Pack/Ship, Scan and Count, etc. in the mobile app (as well as the web page versions) have sounds they play on successful and not successful scans.  I just call them “Beeps” (good) and “Bongs” (bad).We have a mix of serialized and non serialized product.  And sometimes we have product that the vendor serializes but we choose not to.  When we are doing WMS operations, our crew aren’t always looking at the screen; instead they’re scanning item after item.  And so we’ve had plenty of times when operations like counts have created new serial entries, because they scan product 1234, which expects a serial, but they instead scan the next product 1234.  Or they scan product 5678, which isn’t serialized but has a serial number field on the box which they scan as the next product.  They get a Bong and wind up rescanning the first 5678 again, increasing the count.It would be great if we could replace the sounds and i

Hello all,I have been trying to import document discounts for my Sales orders, however unable to do so: The errorI have been testing to import for one order that has 4 lines.is there anything that I’m missing?

Hi everyone,We're currently running a custom Acumatica site on 2023 R1 and are planning to integrate Stripe as our payment gateway.Our requirement is to support both:Credit Card payments Direct Debit paymentsWe've reviewed the available Acumatica knowledge base articles and documentation and found references to Stripe support for credit card processing, but we haven't been able to find anything that clearly indicates whether Direct Debit payment methods (e.g. bank account debits) are supported through the native Stripe integration.Has anyone implemented Stripe Direct Debit with Acumatica 2023 R1, or is aware of:Whether it is supported out of the box? Any version-specific limitations? The need for customization or a third-party solution to enable Direct Debit processing?Any insights or experiences would be greatly appreciated.Thanks!

What determines POOrder.Status transition to Closed on Subcontracts screen (SC301000), besides bill release amount? Is there a supported way to force-close based on ExpirationDate?"I’ve already tried create a GI + biz event + automation schedule and import scenarios but it didn’t work. Thanks This is what i setup in the import scenarios 

Hi All,Is there a standard way to automatically populate a specific Subaccount when a user selects an Account on detail lines? When entering a new line in Bills and Adjustments (AP301000)or Journal Transactions (GL301000): Select Account = 632 ➔ Subaccount automatically fills as SUB-632. Select Account = 641 ➔ Subaccount automatically fills as SUB-641.  The Use Default Subaccount checkbox on the Chart of Accounts only pulls the single system-wide default from GL102000, which doesn't allow mapping unique Subaccounts per Account. Is this possible via standard configuration (without custom code)?Thanks!

All,We’re currently on 24R2 in the process of upgrading to 26R1. We just recently updated to EasyPost due to the native UPS/FedEx connectors going away.My shipping department just asked me how to flag/ship hazardous materials… this had never come up before so it’s caught me off guard.I see no hazmat or msds or commodity code setting in the EasyPost plugin.When I go to any shipping tab (Shipments or Sales Orders), I see no way to flag hazmat.Same thing with attributes -- I see no hazmat or msds fields.Have I been living under a rock? How did our items ship before and this wasn’t an issue? Why is it an issue now?Can someone point me in the right direction? My gut is telling me I need to create attributes/UDFs and run an import scenario for all the items, but even with that I’m not sure how this gets communicated back to EasyPost.

All, we have an email going out to a dead address -- the employee at the Vendor we’re sending a PO notification to has left the company months ago.“dead@address.com” isn’t listed in the vendor card anywhere.“dead@address.com” isn’t in Contacts.I can’t find “dead@address.com” anywhere in Acumatica.Firing up Report Designer is where I found the field =[RemitContact.EMail]Does anyone have an idea of where [RemitContact.EMail] is stored? 

I am trying to adjust a field so that the input is masked like a password field. I have it in my classic UI customization, but I am unable to find any resources for implementing this in the modern UI.The field in question is a base field on an Acumatica page. The field is the “Header Value” field in the “Push Notifications” page SM302000. I have two questions:The first is what and where do I add modifications to adjust this field to be masked as a password? Do I adjust the DAC definition for the modern UI, do I adjust the view definition of this field in an extension .ts file, and/or do I create an html extension field that modifies it?The second question is what would that syntax look like? What specifically do I need to add to create the password masking?I did try to look for examples within the provided Acumatica code, but was unable to find any examples.

Meet Rohit Rattan our Acumatica Community Featured Member for August 2026. It’s great to have you as part of the Acumatica Community ​@RohitRattan88!Hi everyone! Honestly, I'm still a bit surprised to be this month's Featured Member — I mostly just help figure out why things break, so I didn't expect to be the one in the spotlight. But happy to share a bit about myself.How I Ended Up HereBefore Acumatica, I was a one-man IT department at a fabrication and manufacturing shop — the kind of role where your job title says one thing, but your actual day could be anything. One minute I'm resetting someone's password, the next I'm elbow-deep in server administration, and by the afternoon I'm writing customizations for the ERP system because, well, nobody else was going to. User support, sysadmin, ERP admin, and developer — all on the same day, often in the same hour. I like to say I got a five-year crash course in "figure it out," which turns out to be excellent training for support work.I jo

We have a group of products offered with a single variant (color) where the color is simple to change in production. Many of the other components have long lead times and would benefit from the use of Dependent Forecasts in MRP/Inventory Planning I’m trying to figure out how to load a dependent forecast for a single item (ITEM-A) that has an identical BOM to a group of products (ITEM-B to ITEM-G) so that sales orders for any of the group of items is consumed against the forecast For example, imagine I enter a Forecast for a period of 10-units, and we take sales orders for the same amount in that period, but the color variants are different. How can we configure this to consume the forecast and net out to zero?Inventory ID Forecast Sales Order ITEM-A 10 2 ITEM-B   4 ITEM-C   3 ITEM-D   1  As configured, it appears Inventory Planning will expect a total demand of the 10 forecasted -2 on SO of ITEM-A (8 Total) + an additional 8 units from the other variants on sal

Can someone point me in the direction of adding a user defined field to the location tab of the customer form. I added a user defined field to the location form, but it is not available to add to the location grid on the customer form.

What is the limit on characters in the description field?  30? 100? 200? 

Team - one of our customers wants to limit the characters used for Project Tasks.  This is simple enough.  However, it turns out that the consultant who originally configured this customer somehow (???) added a Task to Project X.  To make matters more unnecessarily inconvenient, they used the maximum characters allowed by the segmented key.  I can neither open this task (on Project Tasks), delete the tasks using a Mass Update, or Update the Task ID (also using a Mass Update).  I’ve also tried renaming the Non-Project Code, but this isn’t helpful either. Is there a way, short of using a customization, that I can access this task to delete it? How in the world was this able to be done in the first place? Thanks in advance!

We are using MRP as the Planning Method and Inventory Planning Exceptions (AM403000) as the purchaser’s daily exception screen.Our system-wide Stocking Method on AM100000 is Reorder Point.Here is a representative purchased item:Quantity on hand/available for shipment: 4,250 Open sales-order demand: 17,000 Open purchase-order supply: 23,500 Reorder Point: 10,750 Safety Stock: 0 Min. Order Qty.: 250 Lot Size: 250 Max. Order Qty.: 0 By quantity and date, the existing supply covers the customer demand. The lowest projected balance is approximately 2,500, and the ending projected balance is exactly 10,750.  However, AM403000 produces Expedite exceptions against nine PO lines totalling 18,500 units. It appears that MRP is trying to restore the full reorder-point quantity as early as possible, rather than distinguishing between:Supply that must be expedited to fulfil an actual customer order on time. Supply that is only rebuilding inventory toward the longer-term target. This makes AM403000 d

Currently, I’m using Acumatica 2026 R1. I’m adding a custom state in SO Shipments SO302000 (state name : Transferred) that is supposed to be processed through the UpdateIN action.What I did : Created a customization project with an extended workflow for SO302000 (inheriting the default workflow). Modify a transition from Confirmed with Triggered By Action = Update IN (updateIN), to target my state. (Replaced Completed with Transferred) Published the project.What happens : The action executes normally, but the shipment still ends up in Completed. My transition never fires.What I found in the source : UpdateInventoryExtension.UpdateIN fires, then runs the real work inside PXLongOperation.StartOperation on a new SOShipmentEntry instance. Inside PostShipment:using (PXTransactionScope ts = new PXTransactionScope()){ SetSuppressWorkflowOnUpdateIN(); foreach (var args in GetPostShipmentArgs(shiporder, docgraph, list)) { PostShipment(args); } ts.Complete();}and inside PostShipment(PostShipmen

Hello all,I am curious to understand the purpose of Keys under Production Configurator. Maybe with an example?Thanks in advance.

Hi there,I’m working on the self-service portal in 25R2. My company has decided to implement it for brand ambassadors (salespeople) before rolling it out individual customers. I’ve already created a GI to filter cases based on User → Employee → Salesperson → SalespersonCustomer → Customer → Case, but when I redirect navigation of the CaseCD link to the Case Details screen, I get this error upon clicking the CaseCD: My theory is that the portal only “loads in” the cases from the currently logged-in company, which works great for customers but not so well for employees. Is there a way I can extend / customize this behavior to make these cases’ details visible to the salesperson? I’m pretty new to Acumatica, so please forgive my lack of knowledge about the backend workings of the software - I’m eager to learn more.

In SALES ORERS/ TRANSACTIONS SHIPMENTS. Whether the shipment is unpicked, picked, or picked an packed there is a function when you used to be able to  “correct the shipment”. This feature now just returns an error, and locks the order up. If you don’t wish to finish the shipment and send to invoicing, you can’t change how the product was packed into boxes, you can’t put it on hold and delete the picklist (which allowed me, formerlly, to then delete the shipment) So reverse the order through all it’s steps, after the picking was confirmed, to delete the picklist, then the shipment. I now have a bunch of orders tied up like this due to user error (error confirming before finishing picking and the like, you know human stuff, and now cannot correct the errors.  It is super frustrating. So far I waited a week for acumatica to respond to my software vendor SWK’s issue, as the error that Acumatica was generating says “ERRORS HAVE OCCURRED” and correcting the shipment fails, the picklist doesn

For new customers the Default Payment Method is set to Acumatica Pay and works. However, I have over 100,000 customers with defaults set to Authorize.net.  I need to change them to Acumatica Pay as the default when an Acumatica Pay account does not exist for the customer.I created a GI that selects the correct customers.  I have tried the import scenario a couple of different ways, with none of them working.<Line Number> line was used to set Authorize.net as the default when we first got on Acumatica.  I do not know how to get the Line Number for the Acumatica Pay method.PaymentMethod table PaymentMethodID = TXACUCC                                    PaymentInstanceID = 58452Either way I run it the default is set to the first payment method which is the default cash option.Please Help. 

My companies parts have multiple primary vendors which support 3 different warehouses.If I go into Inventory Planning Display and review items to order based on Action date for all 3 plants I am not able to select all line items and click purchase.  When I do so the system asks me to assign a vendor which all the parts are set up with a vendor tied to them. Because I selected all lines to order the system wants me to assign a vendor.  If I were to filter Inventory Planning Display by Vendor and then by Warehouse and select all items vendor would populate and PO req/PO created and I am on my why with no issues.   When ordering material thru Inventory Planning Display why can’t you select all items and the generates PO’s?  Why do you have to sort by vendor and by plant and release items to be ordered in groups rather than a mass release of parts that consist of multiple vendors and needed for multiple warehouses?

How do I use the @me value on a dashboard? Each time I add the @me, it changes to 0 when I save.  

We have been using Acumatica for 10 years and here are the modules that we are currently using under Field Service Edition SaaS Subscription Financials and Inventory Management Service Management - unlimited resources Equipment Management Deferred Revenue  Contract Management Customer Management with Portal Personalized Domain and SSL Resource Level - L2What are the modules I need to avail if I'm going to use the latest subscription options of Acumatica?Thank you.

It would be so helpful if there was a way to assign a default email template to a Case Class. The Create Email button within a case automatically using the correct email template based on the Case Class would save a huge amount of time and allow for greater automation in our process flow. Does anyone know if it’s possible to set an email template default for each Case Class? It seems like this would be a widely-used feature (imho). Thank you!

When “Send Documents in One Email” is used, Acumatica generates a single email activity that is associated with multiple invoices. Since this activity is shared across several records rather than tied to just one, it does not appear in the Activities tab of an individual invoice and is instead found in the overall email history.This means the Receivables team has no visibility, or proof, that an invoice was communicated to the customer. Is anyone using this feature and have you determined a way to track these activities on each invoice? 

I am working on the Calendar Board (FS300300) Classic UI screen in Acumatica 24R2.This screen seems to be different from other screens because it does not support customization through Graph or DAC extensions, and the behavior of the screen is controlled mainly by the following page files: FS300300.aspx FS300300.aspx.cs These files are part of the website source, and they are not compiled into the customization DLL. Because of this, when changes are made in these files, they work locally in the website, but they are not included in the customization package, and we cannot deploy them to another instance.Also, this screen does not appear to have a Graph that can be extended, so the usual approach using Graph/DAC extensions cannot be used here.I would like to know the correct and supported approach for this scenario.Questions: Is there a supported way to include FS300300.aspx / FS300300.aspx.cs changes in a customization package? Can these files be added to the Customization Project