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I’m currently working on a Bills and Adjustments Generic Inquiry where the client requires the Project ID to be included. The dataset only contains around 6,000 records, but the GI is taking quite a long time to load.I’ve already tried applying groupings to improve performance, but the loading time is still quite slow. The main requirement from the client is to keep the Project ID visible in the inquiry.Has anyone experienced a similar performance issue with the Bills and Adjustments GI when including Project fields? Are there any recommended approaches to optimise the query or improve the loading speed? Any suggestions or best practices would be greatly appreciated. Thanks in adv

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 AI-Powered Search has been enabled on the Community Acumatica Community Webinar - Integrations in Acumatica: Web Service Endpoints and Webhoo

Hello Community, I am trying to create a BOM with a phantom subassembly child on one of my operations. I have costs set on the materials of the phantom BOM. The problem is the cost does not roll into an estimate when copying the parent BOM onto the “Estimates” form. It loads the operation with the phantom item but with 0 cost. I do have the cost set to 0 on the parent BOM I am loading on the estimate, but the materials of the phantom BOM are manually set and should calculate up to 6000. Is there a way of getting the phantom material cost to “Explode” for the estimate before the creation of the production order? Phantom BOM:  Parent BOM: Estimation Operation: 

v2023R1 currently.  It sounds like 25R1 will change our world on this topic, but we’re not there yet.  Even 23R2 would probably help because that’s where they introduced Allocation management.We typically allocate serials of heavy equipment and accessories that we sell at the sales order, rather than waiting for the shipment.  I select the line in the sales order, click Line Details, check Allocate and then browse for a serial, *every* serial in the warehouse shows in the lookup window.  I select one, and I’m told that inventory quantity will go negative because it’s already allocated to another sales order.Right now we do this dance down the list until it doesn’t error any longer.  What’s strange to me is that the lookup screen lists Qty On Hand (1), Qty Available (1) and Qty Hard Available (1) for every item in the list.  I would have expected one of the Qty Available values to be 0 when it’s allocated to another sales order, but unfortunately nothing on this screen

Hello Acumatica Community!We're excited about the positive response to Automation with AI Studio and its LLM connections (learn more). And we want to hear from you about what's next!Currently, we support connections to the following LLM vendors:OpenAI Anthropic (Claude) Azure OpenAI* AWS Bedrock**Note: These vendors are both LLM Providers and Marketplaces. As we continue to expand our LLM provider options, we'd love your input on which provider you'd like to see supported next. Please vote in the poll below. We'd especially appreciate if you could share in the comments:Why you

Hello,I have a requirement where if a case lies under Pending Customer status for more than 2 days it should trigger an alert to the Case Owner. How can I set this up in Acumatica?

Hello Community Effective 25R1 Acumatica has changed the legacy method of using Single or Multiple projects per document. Now when a user changes a Project from Invoice Header, all lines project is updated to be identical to the project from header. Also, if a user selects different projects in the lines, the header project is nullified and instead a text “<Multiple Projects>” is displayed. In my view it would have made most sense to allow selecting a “Primary Project” on the header which would be copied to the lines by default, but user could change the line “Project” without the “Primary Project” is being nullified.I have spent some time to figure out what Graph/Ext and possibly FieldUpdated events are triggering this logic but cannot find the right piece of the code. Has someone possibly searched for these two logics and have found it so can pint me to that piece of code? Thank you in advance for any insight. 

HI All When we try to click Send/Receive All in the Email Accounts screen, we are receiving the following error:Error:The mail receive has failed.Exception of type 'PX.Common.IO.LineSizeExceededException' was thrown.The customer has verified and confirmed that the emails are being received in their original mailbox, but they are not syncing into Acumatica.As part of the troubleshooting, I also increased the file upload size in the system preferences, but the issue still persists.Could you please assist

I am trying to update scheduled AR invoices detailed lines. They do have inventory IDs. Some have 3-5 detail lines. Having trouble getting the import scenario started. Testing multiple ideas.

   I’m trying to set an Automation Schedule for the Recalculate Customer Balances mass-process screen. The client hasn’t locked any periods, so the filter defaults to the first period in the system.In 24R1 I could use the Relative checkbox to adjust the period. In 25R1 Acumatica got rid of the box and says the date-relative options can be used, but I can’t enter @PeriodEnd in the Filters to Apply tab.Is it a permissions thing or roles?Release Notes2024R1 Auto. Schedule2025R2 Automation Schedule 

Summit 2026 Breakout Session Presentations - ManufacturingAttached are PDF versions of the PPT presentations from our breakout sessions. Material Requirements Planning (MRP): A Deep Dive into Acumatica’s CapabilitiesAligning Advanced Technologies in Manufacturing: APS, Human Data Collection, Factory Telemetry, Flexible Grouping and AI-Powered InsightsAcumatica Manufacturing Edition: Ask the ExpertsData and Reporting: Dashboards, Anomaly Detection and Reporting in AcumaticaDigital Sales Channels for Manufacturers: The B2B Ecommerce Playbook for GrowthERP Implementation: Avoiding Pitfalls and Driving Success from Implementation to Go-LiveInventory Tracking: Unlock the Power of Acumatica Lot/Serial TraceabilityManufacturing Costs: Strategies for Better Visibility and ControlManufacturing Processes: Powering Make-to-Order Manufacturing with AcumaticaOperational Efficiency: Advanced Scheduling & Sho

I’m trying to figure out why I can’t search for an Item Class.  I’m saving the ItemClassID to SQL even though the ItemClassCD is shown which is what I want.  However, my search is always throwing a “failed to convert parameter vale from a String to an Int32” popup box.Question: is there something that I’m missing to get my search to work?Here’s my DAC code:        [PXDBInt]        [PXUIField(DisplayName = "Item Class")]     [PXSelector(typeof(SearchFor<INItemClass.itemClassID>.Where<INItemClass.itemClassCD.IsNotEqual<Empty>>), SubstituteKey = typeof(INItemClass.itemClassCD), DescriptionField = typeof(INItemClass.itemClassID))]        public virtual int? ItemClassID { get; set; }        [SuppressMessage("Style", "IDE1006:Naming Styles", Justification = "DAC field BQL class uses same name with different case")]        public abstract class itemClassID : BqlInt.Field<itemClassID> { }He

What is the trick to get a default value on this screen for the Warehouse? It is a customized screen vs a GI, but am not entirely sure. Does it need to be coded in, or can it be added in a simpler manner? Thanks   

Meet Will Howard our Acumatica Community Featured Member for March 2026. It’s great to have you as part of the Acumatica Community ​@WillH!Hi Acumatica community,I'm Will, I'm a Technical Escalation Specialist for MYOB, the regional OEM for Acumatica in Australia & New Zealand.  My days are mostly spent investigating strange issues that have stumped other people, and making the world better for businesses however I can. I help out implementers who have come up against a stumbling block. I've been with MYOB on and off since 2011, with a 4 year gap working for Focus Technology Group, where I was an implementation consultant for a range of ERP products.It was also my pleasure to be the first Acumatica MVP named in Australasia this year.Workwise, I love working with databases, process flows, and data. Bring me interesting problems!  My superpower is probably being good at holding/

Looking for a report to print and remit for payroll run that includes the garnishment deduction amount + the information for the corresponding codes Garnishment Details fields in Employee Payroll Settings. If no native report, any direction on which table contains the Garnishment Details field data?

Hi Acumatica Community,I'm creating a Generic Inquiry (GI) that joins EPTimeCard and EPTimecardDetail using the TimeCardCD field. The goal is to display all EPTimecardDetail records, but only for Time Cards that are either: Pending Approval, or Approved Currently, when I join these two tables in the GI and filter by status, I only see records where EPTimeCard.Status = 'A' (Approved). I want to also include records where the status is 'P' (Pending Approval), and exclude On Hold and Rejected records.My join is based on:EPTimecardDetail.TimeCardCD = EPTimeCard.TimeCardCD However, the GI still seems to only return approved records.Has anyone successfully configured a GI to include both approved and pending approval time cards?

I have InventoryItemBody in the report.How can I configure the field so that it retains its formatting when printed?Thank you. 

Team - can anyone explain why the Open AR Balance field is never 0 for invoices of the Voided status?  I’ve got a client who is asking if this can display as 0, but I can’t find anywhere where it can be configured.    

Hello!Didn’t seem to see this on the community, so I thought I’d ask. Is there a preferred way of connecting an Excel document into Acumatica? My goal is to be able to use the excel file to pull data for data-entry purposes in other forms.I’ve seen some free excel/acumatica connectors online but wanted to check if there’s a preferred/official way.I know ODATA links to PowerBi, but not sure if this would enable the same thing.Thank youJoseph

Hi Community, Trying to enter a new Task, and running into this error. Has anyone ran into this before? I cannot find any documentation on it.Cheers,RJ

We’re trying to use planning BOMs, but don’t understand how Acumatica intends for us to handle them. Does anyone know of a good resource that explains the intended functionality? What we are envisioning is:Engineering creates a BOM that is somehow designated as “Planning” This BOM would not be able to be used to create a production order This BOM would work for MRP planning At some point, engineering converts the planning BOM to a “real” BOM Then manufacturing can create a production order and proceed as normal. Is the above at all similar to the process Acumatica designed?

Could not load file or assembly 'Microsoft.Extensions.Options.ConfigurationExtensions' or one of its dependencies. The located assembly's manifest definition does not match the assembly reference. (Exception from HRESULT: 0x80131040)Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code.Exception Details: System.IO.FileLoadException: Could not load file or assembly 'Microsoft.Extensions.Options.ConfigurationExtensions' or one of its dependencies. The located assembly's manifest definition does not match the assembly reference. (Exception from HRESULT: 0x80131040)How can I resolve this issue? Thanks in advance for your help!

I know that if I Prepare Invoice FROM the Sales Order after the shipment and return are complete, I will get a single invoice with both the return and the new item(s).However, that isn’t normal processing.  We don’t want to handle RMA invoicing separately. When we use Process Shipments > Prepare Invoice - we want to hold off invoicing till everything is returned and replacement shipped and create a single invoice (or credit memo if more returned than shipped). Is there any way to force the shipped and returned items into a single invoice?

Hi AllFor the last few days I have been getting the error shown in the screenshot below in my Production environment which causes the application to be stuck on a loading screen. Any ideas on what cuases this and how to have it fixed, please? Currently to fix it, I restart the server because I’m not sure where else to check. My version is 25R1 and it is a PCS deployment. 

We are trying to create a new carrier for Easypost, and choose US units (Pound/Inch) for Carrier Units.  Both the LB (Pound) and IN (Inch) were defined in the Unit of Measure, however, only the LB is available for Pound, but the IN is not available for Inch in the Carrier Units section.  Does anyone experience the same issue?  Any suggestion would be greatly appreciated. We are using 2024 R2 version.  Thanks...