Discussion Forums

We’re considering introducing a new setting in Acumatica that would allow individual project to be marked as billable. The question is about the project tasks. Does it happen in your practice, so the billable project is configured with a non-billable task?For example, a billable project might include internal administration, rework, training, or warranty-related tasks that should be tracked for cost and profitability under a separate project task (and excluded from customer billing).We’d appreciate your feedback: Do you currently have projects that are billable but contain non-billable tasks?  What scenarios require this? Are there any exceptions or additional controls we should consider? Please share examples of your current workflows and how you would expect this setting to behave.Thank you!

Does anyone know how to add a column set that only calculates the % for gross profit and net income? I can only seem to get the formula to work to have a % of revenue of every single line rather than just these lines that I would like. 

Hello all,I have been facing issue after updating the Cost for Non Stock items. I have entered:Pending Cost = 120Pending Cost Date= 10/22/2026Current Cost= 100 If I’m creating an PO for this item for the date of 22 or 23, it is still taking 100 and not 120. Shouldnt it be taking 120? 

Hi everyone,We are using Acumatica hosted by a partner/SaaS environment. For security reasons, we want to restrict user log-in access so employees can only access the ERP while connected to our company's physical network (office IP).Since we don't have direct access to IIS or the hosting firewall: Is there a built-in feature or customization in Acumatica to restrict user logins by IP address or network range? How have other administrators handled IP restrictions when working with a partner-hosted environment? Thanks in advance for your advice!

When we send invoices or statements to customers via email, from within Acumatica, we often hear that they were not received until our 3rd or 4th attempt.  I realize there are many reason for this excuse, but is there a “nondeliverable” message we should get if an email is attempted and really does not go through? 

In my scenario user have only branch "A" access. But Sales order created from branch "B" as a consolidated document mixing both branch A and B SKU and the warehouse.  I create inquiry to filter data based on the Warehouse linking sales order master (SOOrder) and reference ( SOLine) table. But user not visible branch B sales order when both table link thorough Join. But only using the referance table can visible branch B Sales order number to the user. How resolved it ?

I had a client recently respond with their acumatica instance in dark mode (at least that’s what it looks like to me!) and i was wondering if anyone in the community knew how to make this change? i thought it was the browser but when i switched chrome to dark mode, acumatica’s screens were still white.  this is what i’m looking for:this would be an awesome feature (i saw a similar idea which i’ve included below but it seems to be about 4 years old so hopefully this reignites a spark) 

During a recent prospect demonstration, an interesting question came up regarding sales order management, product configuration, and serialized manufacturing.Scenario:The customer manufactures custom-configured vehicles using chassis supplied by an external manufacturer. Each chassis has an assigned VIN, which is used to track the vehicle throughout production.A customer may initially place a single sales order for 10 vehicles, all with identical configurations. However, due to chassis availability and varying inventory lead times, the vehicles may not enter production simultaneously.For example:One sales order is entered for 10 identically configured vehicles. The first three chassis become available and enter production immediately. Four additional chassis arrive several weeks later. The remaining three enter production once their chassis become available. Each vehicle is tracked individually by its manufacturer-assigned VIN once production begins.Business Requirement:Although the cu

On the Project Cost History Report we have an invoice field in which we want to navigate to either the AP invoice or AR invoice depending on the transaction. Trying to do an IF statement =IIf([PMTran.TranType]='AP',[APTran.RefNbr],[ARTran.RefNbr]) but no matter what the hyperlink only works and navigates to the invoice that is the True part of the statement.If I have AP ref nbr mentioned in true part it successfully navigates to the invoice when you select the hyperlink in the report. When selecting a AR line it does not navigate to it:'object reference not set to an instance of an object’

I have a question about conflicting role access. as far as I can tell from reading in the forums it doesn't seem like there should be any access that is able to be conflicting as it should default to whatever role has more access. All of that being said we continually have issues Where our roles are conflicting with each other and the access that they have. has anyone else had this issue? like i said reading through the forums it doesn't seem like it should be an issue. but we’ve seen it time and time again when assigning roles. 

We never use monthly billing, but that’s what our project billing period (summary tab) defaults to upon setup. Each project is highly customized, so templates are not feasible. I see that the billing period populates with Monthly as soon as a customer is selected for the project; thought maybe the customer class had the setting, but it does not and I don’t see anything else that made sense to me. What do we need to do to change this default? We’re on 25R2 soon to upgrade to 26R2. 

We have a situation where a shopify order passed into Acu - shipped - invoiced with payment.  Then customer called and claimed fraud so Shopify refunded the customer and canceled the order.  Does connector handle this a specific way?

i would like to clarify the availability of a batch number or reference number for the Inventory Replenishment process in Acumatica ERP.Currently, we use the Prepare Replenishment (IN508000) screen to process replenishment requests. We have also identified the Replenishment Numbering Sequence setting (INREPL) in Inventory Preferences (IN101000). However, we could not find a replenishment batch number displayed in the Prepare Replenishment screen.Our Procurement team needs a reference number to identify and track replenishment requests by period, for example, requests prepared for October 2026.Could you please clarify the following? Does Acumatica provide a standard replenishment batch number or request reference number when processing replenishment through IN508000? If such a number exists, where can users view it, and how can they trace it to the resulting Purchase Orders or Transfer Orders? What is the purpose of the Replenishment Numbering Sequence (INREPL)? Does it generate an

We have a site in the UK who want to lookup postcodes and have the address entered automatically.   When a new customer is created they enter the postcode and it displays all the address’s in that postcode.   The user will then select the correct address and its updates the relevant fields.    Can anyone advise on a solution that will work in the UK. 

We accidentally made an Inventory Issue to Project X. Now we need to undo it.  Initial Transaction:  Inventory IssueTran. Type: Issue.Inventory Source: Free Stock.Inventory ID: [various Stock Items] Attempted Return Transaction:  Inventory IssueTran. Type: ReturnInventory Source: Project Stock Error“The Project Stock inventory source cannot be used if the non-project code is selected in the line. Select a different inventory source or specify a project for this line.” QuestionAm I really supposed to make a Return with Inventory Source “Free Stock” for this? That’s not how I would reverse any other accidental Inventory Issue to the wrong project.  (Construction Edition, 2025R1)

Can standard regular expressions actually be used as an input mask for PXTextEdit or PXMaskEdit UI controls as this article states?https://help.acumatica.com/(W(17))/Help?ScreenId=ShowWiki&pageid=9b12bbba-a619-43e4-8335-11ffff13573bIf so, can someone point me to an example? Setting the input mask to anything other than basic Acumatica mask characters as shown in the article below results in the regex string showing in the field itself.https://help-2022r2.acumatica.com/(W(2))/Help?ScreenId=ShowWiki&pageid=9bec9bb3-3363-4649-948f-7a55e9c048a1

Self-hosted 2025 R2, instance under C:\Program Files\Acumatica ERP\xxxx. Publishing projects with Modern UI files fails. I confirmed the cause: the npm process runs under the app pool identity, which has no write permission inside C:\Program Files, so webpack dies instantly with no error at all. Switching the app pool from ApplicationPoolIdentity to LocalSystem fixes it. Granting Modify to the virtual account does not.We publish only once or twice a year and we'd rather not create a dedicated service account on the OS. So what's the right way to handle this?Switch to LocalSystem  only during publish and switch back?Reinstall the instance to a non-protected path like C:\Acumatica? is there an official recommendation for the app pool identity and folder permissions when the instance is under C:\Program Files？

We plan to enable Modern UI for users starting from 2026 R1. So I finished migration and testing on my local 2026 R1 instance, and I can publish the project normally here.I know this is not a standard practice, but I just wanted to see how Modern UI works in a real environment. Therefore, I tried publishing this project to our online test environment(2025R2), which is a clone of our production environment (2025R2).Strangely, the publication failed, and no additional error details were shown. I tried a common workaround:removed all Modern UI files and republished the project, and it succeeded. But after putting the Modern UI files back, the publication failed again.---This workaound does not work for me.Then I ran NPM commands manually. Building a single screen, an entire module, or executing npm run build-dev -- --env customFolder=development all completed successfully. I could also see the updated Modern UI changes on the pages.---This is my workaourndI have achieved my original goal

We have an issue when a customer account is on Hold or Credit Hold.  We are not able to process and past transactions, new payments, payment applications, AR Credit Memos or AR Debit Memos.Does Acumatica have a setting that would allow the customer to be on Hold or Credit Hold for new sales but not stop activities to already posted sales, new payments, applications of payments? When we process these already posted items we have to remove the customer from Hold or Credit Hold.  Then during this window of time new sales orders can be entered which is what we were trying to restrict by put the customer on Hold or Credit Hold.

Hi,I'm developing a custom setup screen in Acumatica 2025 R2 (Modern UI) that maintains configuration settings at the organization level.The requirement is to maintain one setup record per OrganizationID. Multiple branches belonging to the same organization should access and update the same configuration record.I'm experiencing an issue where the existing record is successfully retrieved from the database and displayed on the screen. However, when I modify a field and attempt to save it for the first time, Acumatica throws:Error: Another process has added the 'CustomOrgSetup' record. Your changes will be lost.Interestingly, when I retry the operation, the record saves successfully.I'm trying to understand whether my custom view delegate is interfering with Acumatica's normal cache and persistence handling. 1. DAC DefinitionOrganizationID is the primary key.[Serializable][PXCacheName("Custom Organization Setup")]public class CustomOrgSetup : PXBqlTable, IBqlTable{ #region Organizatio

When entering a Clock Entry for Production Orders, the Order Type dropdown displays "No Value", even though there are two Production Order Types configured in the system.In the Mobile App, the Order Type is automatically populated based on the Default Order Type specified in Production Preferences. However, when creating the Clock Entry through the application, the system is not displaying the available Order Types and instead shows "No Value" in the dropdown. As a result other order type production Nbr is not visible in production Nbr field.Could you please confirm whether this behavior is expected and advise why the configured Production Order Types are not being displayed for selection?we can select the order type when we enter the Clock entry in web browser from drop down menu

Hello - Via an API, we are trying to update the 7th row under the Details section on the Numbering Sequencing screen but only the first row seems to update even though the NumberingSEQ ID is being referenced. Is there something we are missing?Thank you,Ashley

When exporting the PO print format to PDF, the text displayed in the "Khmer OS Content" font does not appear correctly and differs from the Print Preview. However, when using the Print option and saving the document as a PDF, the font is displayed correctly in the downloaded PDF.  Any reason why this happens ?  

Hey Everyone, I recently created my account using my company email but for some reason I can’t access the product ideas section on here. Everything else is fine but when it comes to this area of the community I get the following message:   Have anyone experienced this before or could give me a hint on how to get access to the product Ideas? I shared this message with some of my colleagues here that also have access to the portal and they don’t recall going through this error. Thanks y’ll in advance!Brian 

What is the difference between the Stock Items and Non-Stock Items rental kit?I tried to attach screenshots, but it’s giving me an error message. I will try to attach in comments.