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We have a client that does a lot of custom one off work, and they often reuse the same inventory ID, so they do not have to create 100000 inventory id that they will never use. They are using estimates, so everything gets built out to meet the needs of their customer, but when they go to add it in to the project, it will not allow for duplicates on the project task. They don’t really want to create multiple project tasks, as it duplicates a lot of their work flows. Ideally we would be able to utilize configurations, but configurations and estimates don’t play nicely, especially since there are a lot of outside processes and unknown charges that they need to then flow down.The workaround that they have come up with is to have duplicate inventory ID (remove and replace1, remove and replace 2, etc) so that they can add everything to the project task and group everything together.Not ideal, but better than creating a bazillion part numbers. 

Good afternoon, We recently upgraded from 25R1 to 25R2, and upon trying to create the LLM connection through Anthropic for Claude, we are getting the following error when trying to test the connection:“The max_completion_tokens parameter has an invalid value. Specify the correct value for this parameter on the LLM Connection form.”  Has anyone else experienced this error and is there a solution to fix it there is no field on the LLM Connection form.  Our partner did ask Acumatica about it, but their response leaves a lot to desire and provides no solution. 

Hi there,Is there any project management software that integrates with Acumatica? I have seen the community-supported Smartsheet integration and a reference to Assignar but nothing else. We are investigating options.We are not using construction edition - we need project management for product development projects.Thank you!

How to change exported excel file name financial statement ( report generated with report definition )? i want to change excel document name to description + ( YYYY-MM-DD) thank you 

Hi all,Happy Mothers Day!I needed a way to connect Claude to our Acumatica 2025 R2 instance right now, and the official Acumatica integration looks like it's still some time away. So I built one (entirely using Claude Code), ran it in production against our own ERP for a few weeks, and have now open-sourced it under Apache 2.0:Repo: https://github.com/hallboys/MCP4AcumaticaMCP4Acumatica is  a remote MCP (Model Context Protocol) server that runs on Cloudflare Workers. Each user logs in with their own Acumatica credentials — the server holds nothing centrally beyond an encrypted refresh token, and a user's normal Acumatica role governs what records they can read. Any MCP client (Claude.ai, Claude Desktop, Claude Code, ChatGPT) can talk to it.What's in the box (v0.31.1):38 read-only entity tools — Customer, Vendor, Sales Order, Invoice, Bill, Payment, Stock Item, Project, Case, Service Order, Shipment, Employee, and most of the common screens. 6 utility/discovery tools — generic-inquiry l

Hello,Our Acumatica on version 25.200.001. After creating credit memo invoice and Releasing the invoiceby calling Invoice/ReleaseInvoice then I try to get the status of releasing invoice Invoice/ReleaseInvoice/status. First time call to get the status it fails and get 500 internal service errorseconde time Succeeded and I can status no content 204.Why it is failing always first time. I tried to but delay after release but same thing.

Hi, I am trying to import AP bills. The AP Bills are tied to a PO Receipt. As well as the vendor, I have the PO number & PO Receipt Line number. I am having an issue with trying to select the Add PO Receipt Line in the Scenario. The Document is being created but nothing else is happening.(If in migration mode, you cannot use the Add PO Receipt button) Does anyone have any solutions/ideas for getting this to work?Thank you in advance!Bill 

Please provide feedback on the Modern UI if you have issues with it so that Acumatica can focus on improvements to it.  Acumatica AI will pick up your feedback for them to focus on improving it prior to the 26R2 release when the classic UI goes away.

Hi all,Has anyone ever seen a situation where an Invoice is Oh Hold or in the Balanced status, yet it has a Batch Number connected to it as it has been posted to the General Ledger?-RJ

We have a weekly report of order cancellations/adjustments which we send out to customers. I have been able to set up a Generic Inquiry to identify the Customers who need notifying with a scheduled Business Event to send an Email Notification with a report attached to those customers. However, we have a customer that would like that report sent to multiple email addresses each week. I have set up the email template as a Mailing in the Account Receivable Preferences, added it to their Customer Class, and added the additional Recipients on the Mailing & Printing tab of that Customer record. Yet, when I generate the email via the business event, those additional recipients are not added to the email. Am I missing something in the setup, or is this functionality just not compatible with a custom GI/report like this? Is there a different way the Email Template has to be set up so it can have those additional recipients added, like a special placeholder or something? Testing Event Setup

Hi all,I know there is an existing discussion regarding adding @FinPeriodID as the default value for Period schema fields in Generic Inquiries:Add @FinPeriodID as Default Value for Period schema fields in Generic Inquiry | Community   However, I haven't been able to find the workaround that others have used. Would anyone be able to share some insight?My goal is to have the Generic Inquiry default to the current financial period, as it currently loads all periods by default, resulting in performance issues and, in some cases, errors. Thanks for your time.   

We want to use the shipping label that has an extra removable tab at the top.  Fedex wants to see"label_size": "4X6.75_TRAILING_DOC_TAB"We are using the Easypost API and it doesn’t support this size, the closest is regular 4x6.  Easypost supports it but the API doesn’t.  Has anyone managed to use this label size with any of the carrier integrations?

I use acumatica from 2016 and use 2016 version with .net 4.8. and i migration into acumatica version 2024 and still use .net 4.8, why u dont upgrade your engine ? fix ui and ux only.

I am looking for a solution to find a way to edit my generic inquiry to highlight the names or descriptions in Appointments screen.I have configured my GI; the last thing I am trying to do is to find a way to see the duplicate names in Yellow.The result is  Could you please advise me on a way to highlight duplicate names in yellow?I tried using formulas in the Style and Grouping Tab sections, but I couldn't find a way to highlight duplicate values.

I am trying to customize the Item Class selector in the Appointment screen (FS300200) → Details tab → Add Items popup. My requirement is to filter the list of Item Classes based on custom business logic. Initially, I tried to achieve this using a CacheAttached event by creating an extension for AppointmentEntry and modifying the FSSiteStatusFilter.ItemClass selector attribute. However, my customization is not taking effect.While debugging, I noticed that the FSSiteStatusFilter cache is available under the AppointmentEntry graph instance. However, when I open the AppointmentEntry graph code in Visual Studio, I cannot find the related view or filter implementation there.Based on this, I assume that this functionality is coming from a separate AppointmentEntry graph extension.I started investigating the implementation: The Add Items button triggers the showItem callback command. I found this command in the Field Service library under: AddItemLookupBaseExt<TGraph, TDocument, TItemInfo

Good afternoon,Our company currently has it set up for all sales orders entered to go on an initial “On hold” status...but once thats removed, it moves over to “awaiting payment” status for payment collection.Is it necessary to have both of these set up or does it seem redundant?We have the parameters already set up for credit holds and everything as well...so orders wouldnt move past “awaiting payment” unless manually altered.

If we have a cash customer come in, and their credit card payment declines, the system acts as though it was an approved payment & allows us to fully process the customer’s order instead of leaving the order in Awaiting Payment status until a legitimate payment is received.  What setting is allowing this?

I'm looking for a way to manage a tenant's configuration as code — declarative files in a git repo I can review in a pull request, version, and re-apply to rebuild a tenant reproducibly.By "configuration" I mean setup data, not customization code: enabled features, company/branch structure, chart of accounts, ledgers, GL preferences, currencies, credit terms, financial calendars, and the like.The workflow I want is basically infrastructure-as-code — capture a tenant's setup into source files, edit them in git, apply to another tenant, then diff to catch drift.Customization Projects cover code but not this setup data. Snapshots are reproducible but are whole-database blobs — not human-readable or diffable in a PR. The REST API can push data, but it's a building block, not a desired-state workflow.Is there an existing tool or established pattern for this — a community tool, an ISV product, or something people have built in-house? Curious how others handle it.Thanks!

Weekly 941 reporting (Schedule B) isn’t tying to the weekly Payroll Summary - what would be causing this?  It appears to be related to “pennies”, but the associated outage is resulting in several of hundreds of dollars.

Hi everyone,I’m currently trying to import some old, closed cases from our previous CRM for historical data, but I’m running into an issue with matching contacts in the import. I’m testing with a few records where I’ve verified the contact exists in the business account and is active, and I can manually create a case using the same data from my import scenario and in the same order as it’s listed in the scenario and it will properly match and save the contact in that case.Here’s a screen shot of the import scenario:Maybe there’s something obvious I’m doing wrong with this import scenario? I have tried moving fields order around a bit without any change. If there’s any other info that would help, please let me know.Thank you!

Is there a way we can sync the actual HTML code to the shopify product description?  

Is there a way to give certain users access to file management while restricting what modules they can see on the Search in Files screen?We attach documentation and manuals to orders, and if a document applies to multiple orders it ends up being uploaded multiple times. We would like users to link to the file instead, which would conserve space, make updates easier, and give us better visibility into what the document is attached to through the entities tab.

I’m trying to create a table that can tell users when a part was last cycle counted. I’ve attached the table that I have so far. The quantity is correct, however, some parts are not attaching correctly to their serial numbers, thereby resulting in no data being found for them. Any way to get this table to produce the correct results?

What method does everyone use for prepayments on SOs when customer requires a prepayment invoice? Sometimes we will have customers who do not accept SOs with prepayment options. They will not pay on that. Our current fix is to utilize a user-defined field that generates a document which says prepayment invoice but still has the SO number on there. When payment comes through, I apply to the SO so that it will deduct from the balance once we invoice. One issue that arises is that the SO will still show as unbilled given that no invoice is actually generated. Just curious if there is built in functionality that we are not using which handles this situation better. 

We have a production report that has a default date established in its parameters (@YearStart, @WeekEnd-1, etc.)  After the upgrade to 25R2 and Modern UI, these parameters no longer return results. Some AI searching mentions that the way relative parameters are evaluated has changed with Modern UI, and using relative parameters like @YearStart returns a NULL.Wondering if anyone has figured out the work around for this in Modern UI?