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Hi, working with a base report for Germany ARXXX.rpx, we have now new a Swiss localization and added the base report with the localization tag in the name ARXXX.CH.rpx.We wanted to make some changes in the CH report and noted that if we make some changes in the data schema (for example different parameters or filters) , the report CH does not work anymore if the localization CH is activated.It looks like the Schema has to remain the same for base and localization version and only the content of the report can be adapted in the localization version.Can someone confirm these findings?

Hello all,I am releasing a tool that I created using Claude Code (open source, github). I wasn’t going to download compliance documents one at a time to submit to auditors and vibe coded this tool.  Hope this is useful for someone. Source and pre-built binaries are at : https://github.com/hallboys/AttDown4AcumaticaAttDown4AcumaticaBulk attachment downloader for Acumatica ERP — any entity, any filter, any destination.Acumatica's UI lets you view attachments one record at a time. Auditors, compliance teams, and anyone doing an annual document pull want them in bulk. AttDown4Acumatica walks any contract-based REST entity that exposes Files, pages through matching records, and streams the attachments to local disk, S3, Azure Blob, GCS, or (stubbed) SharePoint. PLEASE READ: I’ve designed this with session and data security in mind.  I’ve also ran security reviews using Claude. I feel that everything is reasonably secure. But please review the code yourself and/or understand the risks!  

When an invoice is generated from FS501300 (Service Contract Billing) an invoice is generated using items that are listed in FSContractPeriodDet (Services Per Period tab on the Service Contracts Screen)After the invoice is generated, there is no way to tie the invoice line (ARTran) back to a specific service/item which is IDed through the ContractPeriodDetID field.It appears to me that the ARTran table should have a ContractPeriodDetID field so that we can link back to the correct service contract line. There are no noteID or line nbr fields in FSContractPeriodDet table. The only unique identifier seems to be ContractPeriodDetID.Am I missing something or is this an oversight in the table design?We need to link back to the equipment number defined in the FSContractPeriodDet table, but there appears to be no way to do so. 

The new Project Address fields implemented in 2020 R2 to replace the single Project Site field is definitely an improvement.  But I wonder why it isn't configured as a selector whereby the user can select from the customer's locations, like the Default Location.  Have others encountered this?  How are you handling it if so?  

Hi, how do I reverse FA Reconciliation+ type? 

When a customer orders from our online store the sales order comes into our system sometimes before the payment. When the payment does come thru, because that payment can be for multiple sales orders it comes into Acumatica hitting our Unearned Revenue account under the HeadOffice Branch.I have created an import scenario that takes that amount and based on the applied to order of the sales order and allocates the money to the respective branch of the Unearned Revenue accounts. My original plan was to have this import scenario run once a night since most of our sales orders aren’t touched same day, but I’m wondering if a business event can trigger that import scenario for when payments do come into the system?

Hello,I am trying to add two custom fields (UsrMXFEPedimentoNbr and UsrMXFEImportDate) to the Line Details (Line Splitting) grid in the Shipments screen.Acumatica Version: 2025 R2SO302000 - Line Details panelFollowing the standard extension pattern, I created the .ts and .html files. However, when running npm build, I get an error stating that #grid-LineSplitting does not exist.After investigating, I noticed that SO302000_LineSplitting.html references a shared component: ../../../IN/common/line-splitting/panel-line-splitting/panel-line-splitting.html. Since the grid is defined in that shared template and not directly in the SO302000 main files, the compiler cannot resolve the after="#grid-LineSplitting" instruction. This is my code: SO302000_MyExtension.tsimport { placeAfterProperty, PXFieldOptions, PXFieldState } from "client-controls";import { SOShipLineSplit } from "src/screens/SO/SO302000/extensions/SO302000_LineSplitting";import { SO302000, SOShipment,Transactions, Packages } from

We are an engineer to order environment with an external, non-Acumatica product configurator. The output of the configuration tool is a JSON collection of operations, phantom sub assemblies, and materials. We are looking for an API based solution to create Production Orders linked to a Sales Order Line with a custom BOM. We're able to create the Production Order, but are running into difficulties identifying the correct method of providing the Operation collection along with their associated Materials [Stock Items]. We’ve tried using ProductionOrder, ProductionOrderDetail, and the CreateProductionOrder/CreateProductionOrderProcess[All] Action and have not had any success getting the Operations collection to populate.For example, in ProductionOrderDetail, we’ve supplied the Operations like below:{        "AllowPreassigningLotSerialNumbers": {        "value": true    },    "Branch": {        "value": "PRODWHOLE"    },    "CostingMethod": {        "value": "Actual"    },    "Hold": {     

Hello All, Is there any integration between Acumatica & HeavyJob and/or HeavyBid? Or has anyone done something about it?I had a look at HCSS website and apparently they integrate with all ERPs but Acumatica.

Hello,We’re just over a month into our implementation and the business is looking for reports that list sales of certain models by units and not by $. Are there standard reports available or does this require a new GI?

While the new Production Orders by Build Capacity is nice, you still have to look at the critical materials one-by-one per production order. We will need a way to get the Critical Materials for ALL jobs.Previous “Solved” community entry: Critical Material Report | CommunityI’ve seen a few suggestions about GI’s in community, but this appears to be a very complicated GI to build - anyone willing to share theirs, that would work for 2025 R2? Thank you!! 

Shopify store uses a custom app that relies on the exchangeV2 field from Shopify Order API. This field was deprecated in April 2025 and is being phased out following Shopify's standard API versioning cycle. You need to migrate to the Returns API before April 1, 2027. The app(s) impacted are: Acumatica ERP

For example, in Generate Forecasts, AM502000, I need to bring in a cross reference to display since our reports all use cross refs for internal work. I’m comfortable enough with the no-code to bring in fields in “Add Data Fields”, but I’m stuck on this. From what I can gather, I’d be doing a graph extension, but I’m lost on the rest. Could someone either point me in the right direction for examples I can pull from, or can you tell me the process? Thanks much in advance. The ability to have a cross reference displayed will be game changing on many of our screens.  

Hello, We have an issue where default email accounts linked in preferences are not populating when emailing purchase orders and sales orders.The group purchasing and customer service email accounts are linked in the default sources under mailing and printing, but the system still defaults to a generic non purchasing or customer service email when emailing forms.

I have a few GI’s that need to be locked down so users cannot reorder the columns or hide columns.  I also would like to prevent them from making filters.  Is it possible to lock them down for certain users so they cannot do these things, yet have the parameter fields still be available to use?

One of our warehouse locations cannot be used in any production orders. The system says its inactive, and has zero quantity. This is despite the fact that it clearly on in the warehouse tab, has quantity in it, and production consumption is enabled. The parts in this location can even be used in Sales Orders without issue. I’m not seeing any reason why this location wouldn’t be working while everything else is. What could be causing this issue? 

I am trying to setup and use the Calculate replenishment part of our system.  I run the calculations, and they do not appear to be correct.  I have an item that I sell 10-12 per week.  And the lead is 5.22 days.  The system is calculating my Safety Stock at 1.09 and the reorder point at 2.91 and max suggested at 2.91.  At this rate I would always be ordering for every order that I get.  I would always be out of stock.  I have read the help menu to try and understand why these calculations are off, and I am thinking it has something to do with the number of days I am trying to stock for.  But I do not know where my setup is incorrect.  Is there a good tutorial on how to set this part of the system up?  And how to setup the Replenishment parameters.   Thank you,Kevin

Is there some sort of a “Customer Center” where we could go to a specific customer, and see every single activity that customer has with us?. Everything from Quotes, Sales orders, shipments, invoices, current balance, payments made, etc.   We came from Quickbooks Desktop and they had a customer center which showed all of this, but I am not able to find a place that tracks everything like this.  An example of this in practice would be:  A customer calls and asks one of our sales people a variety of questions, like how his current order is going, if we can send him copies of his invoices from past orders, and what is the balance on his account.  Where do we go to find this all in one place instead of jumping around?

On the self service portal, when you open the Catalogue, you can select a Category which populates from the Item Sales Categories screen on the main site.We don’t want to display ALL categories.  I added a custom field to the screen to indicate that we want to show the selected category on the portal. I think I found where the Categories selector is populated on the SSP.public class PXSelectCategoriesTree : PXSelectBase<INCategory>{ public PXSelectCategoriesTree(PXGraph graph) { this.View = CreateView(graph, new PXSelectDelegate<int?>(categories)); } public PXSelectCategoriesTree(PXGraph graph, Delegate handler) { this.View = CreateView(graph, handler); } private PXView CreateView(PXGraph graph, Delegate handler) { return new PXView(graph, false, new Select<INCategory, Where<INCategory.parentID, Equal<Argument<int?>>>, OrderBy<Asc<INCategory.sortOrder>>>(), handler); } internal IEn

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share  Mark De Castro - Acumatica Community Featured Member for June 2026Meet Mark De Castro our Acumatica Community Featured Member for June 2026. It’s great to have you as part of the Acumatica Community ​@MarkD! Acumatica Community Webinar - Is your Acumatica system running harder than you realize? - June 18, 2026Acumatica 2026 R1 introduces a powerful new Resource Monitoring dashboard that gives administrators and partners real-time visibility into how their system is actually consuming CPU, SQL, and memory — mapped directly to the screens and actions driving that load.Join us for a live walkthrough where we'll show you how to use the new monitoring tools to spot performa

Is there a configuration or setting to force users to do a recount on the mobile device if they enter a value other than what is on-hand?Example steps:On hand inventory = 7 ea User enters 6 ea for the location Mobile device prompts that this value is incorrect and needs to be recounted After the second entry the user may continue with the count

According to this article, /entity is the way to get a site’s build number from the API. When will this also include the patch segment (e.g. 26.100.0175.2)?

When we go to sales orders or shipments and try to search for a customer, if we type their email in to search, that doesn’t work. We sell a lot online, and many times a customer will email us and ask for order updates or some other info. A lot of times they will not put their name in, so we only have the email to work with.   Or, they will put their name in, but the order is under their company name.  These fields do not come up when trying to search, so many times the results are empty if we type in the email or name in the search. So is there any way to search like this?  Even better, if there was some sort of a “Customer Center” where we could go to that customer, and see every single activity that customer has with us. Sales orders, shipments, invoices, current balance, etc.   We came from Quickbooks Desktop and they had a customer center which showed all of this, but I am not able to find a place that tracks everything like this.  An example of this would be if a customer calls an

The International Accounting Standards Board has issues IFRS 18 - the new standard on presentation and disclosure in financial statements with a focus on Profit and Loss. One area addressed by this standard is foreign currency. “IFRS 18 requires foreign exchange differences to be classified in the same category as the income and expenses from the items that resulted in the foreign exchange differences, unless doing so would involve undue cost or effort.”In Acumatica, Revaluation Gains and Losses are set up for each currency. Since the Revaluation process Creates a CM batch in the General Ledger an accountant can manually adjust the batch to allocate foreign currency gains and losses to the related income and expense accounts.  Does anyone have suggestions for a more sophisticated approach to this?

During our Go-Live several months ago we made the decision to bring in our existing sales prices as “Promotional” with an expiration 6 months out (end of April) as shown in the screenshot below: Recently our sales team ask for me update all of our sales prices to remove the promotional flag and the expiration dates.   I have worked through the process of creating a Generic Inquirey,  and building the Import scenario.  I have tested the import scenario, which reads the existinging sales price entry and then creates a duplicate entry for the same break qty and price,  but leaves the promotion flag and expiration date fields blank. Shown below is the result after running the import scenario: While the import works fine,  our sales team has requested that I remove the original entries so that we don’t have the “clutter” of the original import from Go-Live.   Additionally they have asked that I completely remove the sales prices for a certain item class and not to bring those in at all.   I