Discussion Forums

We need to track the reasons for issuing credit memos on document level in Acumatica for reporting and statistical analysis, without any customization (due to ongoing Classic UI to Modern UI transition challenges).Our requirements:When creating a credit memo (e.g., in AR301000), users should be able to select a predefined reason from a dropdown list (e.g., "Product Return", "Billing Error", "Price Adjustment") This selection should not impact existing business processes – it's purely for tracking and reporting purposes Later, we need to count the number of credit memos per reason using Generic InquiryWe know this can be achieved via customization, but we prefer to use native no-code functionality to avoid compatibility issues during the UI migration phase.Is there a way to set this up using standard Acumatica features (e.g., Reason Codes, Attributes, or other built-in tools)? 

 Error: Unhandled exception has occurred, your changes have been rolled back: Error: An error occurred during processing of the field Cash-In-Transit Subaccount: Error: An error occurred during processing of the field Subaccount: Error: Branch, Product Group of Subaccount do not exist in the system.We don’t use subaccounts so I’m a little confused.The reason I am trying to change these preferences is because none of our credit card settlement transactions are matching even though I can find them via the Processing Center ID every time so I’m wondering if the document date is holding too much weight. We are also still using Authorize which I know is no longer supported so...maybe that’s the issue?

Has anyone found a method to auto release reversing journal entries? They get created on Hold and we are finding that users are making changes to them prior to release. We need to prevent that.

 Why do I receive this error when patching 25 R2?[13:16:35 ERR] Could not find file 'Y:\Sites\*site*\Bin\Addon.csproj'.System.IO.FileNotFoundException: Could not find file 'Y:\Sites\*site*\Bin\Addon.csproj'.File name: 'Y:\Sites\*site*\Bin\Addon.csproj' at System.IO.__Error.WinIOError(Int32 errorCode, String maybeFullPath) at System.IO.FileStream.Init(String path, FileMode mode, FileAccess access, Int32 rights, Boolean useRights, FileShare share, Int32 bufferSize, FileOptions options, SECURITY_ATTRIBUTES secAttrs, String msgPath, Boolean bFromProxy, Boolean useLongPath, Boolean checkHost) at System.IO.FileStream..ctor(String path, FileMode mode, FileAccess access, FileShare share) at Patch.Common.CryptographyWrapper.SHA256CheckSum(String filePathName) in C:\code\UpdateService\Patch.Common\CryptographyWrapper.cs:line 13 at PatchTool.Wrappers.AcumaticaPatch.FetchAndDownloadPatchedFiles(AcumaticaPatchOptions options, String outputDirectory) in C:\code\UpdateService\PatchTool\Wrap

Has anyone else had an issue with the latest PatchTool utility download? When I run the check command I get the error below.  C:\Acumatica\AcumaticaERP\Acumatica 26.100.0175\Acumatica ERP\Data\PatchTool>PatchTool.exe check --path "C:\Acumatica\AcumaticaSites\Shedworks26R1\Shedworks26R1"Unhandled Exception: System.IO.FileLoadException: Could not load file or assembly 'Serilog.Extensions.Logging, Version=7.0.0.0, Culture=neutral, PublicKeyToken=24c2f752a8e58a10' or one of its dependencies. Operation is not supported. (Exception from HRESULT: 0x80131515) ---> System.NotSupportedException: An attempt was made to load an assembly from a network location which would have caused the assembly to be sandboxed in previous versions of the .NET Framework. This release of the .NET Framework does not enable CAS policy by default, so this load may be dangerous. If this load is not intended to sandbox the assembly, please enable the loadFromRemoteSources switch. See http://go.microsoft.com/fwlin

Hello Guys, Im new in Rest Api connections, i need to connect from Postman to Acumatica Endpoints, but i dont know how to configure the connection, boyd, etc from the side of Postman.In acumatica the endpoint is USPS.25.200.001  and i need to get some tables like:ww_ZZ_Analytica_AliasTable_AH  Etc My question is whats is teh config from the side of Postman

Hello all,How can I define sorting conditions for cost codes with segments. I tried to define as:    Still no impact.

Hello all,Is there any way that users can bring in the older mail data into Acumatica?

I am creating a Payment/Prepayment through the Acumatica Contract-Based REST API and applying it to a Sales Order using the OrdersToApply detail.The same API payload structure works for several Sales Orders, but it fails for some specific orders with the following error:An error occurred during processing of the field Order Nbr.:The order cannot be applied, the specified combination of the order type and order number cannot be found in the system.Sample request structure:{ "CashAccount": { "value": "XXXXX" }, "CurrencyID": { "value": "USD" }, "CustomerID": { "value": "CXXXXXXXXXXX" }, "Description": { "value": "Shopify Payment XXXXX" }, "Hold": { "value": false }, "OrdersToApply": [ { "AppliedToOrder": { "value": 69.08 }, "OrderNbr": { "value": "ES88832" }, "OrderType": { "value": "ES" } } ], "PaymentAmount": { "value": 69.08 }, "PaymentMethod": { "value": "SHOPPAY" }, "PaymentRef": { "val

I have created a Bill using PUT /Bill REST API endpoint and it created below data, the process also includes releasing the bill but I am encountering a “The document is out of balance” error. It seems the bill header total figures were not calculated correctly. For this bill, I created its own PO and PO Receipt with vendor’s Allow AP Bill Before Receipt unticked (3way match)On second screenshot, I checked the PO Receipt linked to the Bill and based on the Billing tab, it shows Billed Amount as 550 which is correct and matched with the Bill line’s Amount. I am not sure what needs to be added on the payload when calling /Bill API endpoint but when I used UI to create Bill from PO receipt, I don’t encounter the “The document is out of balance” error.Thanks! 

There were few transactions from 2025 and early 2026 that are showing in the Process Bank Transactions. How to clear these ones. I’ve noticed that these transactions has been reconciled in the Reconciliation statements CA302000 and they were cleared. I can modify the match settings to hide it, but i want to completely remove them on the process bank transactions screen. 

Hello Everyone,Does Shopline integrate with Acumatica ERP?If anyone has experience with this integration, I would appreciate hearing about the workflow, available connectors, or implementation approach.Thank you.

I'm trying to download JournalTransaction data. I'm following the documentation to Retrieve the List of Records in Batches, using the $top and $skip parameters. I've tried different values for those.But I can see that as the $skip parameter grows each request take increasingly longer to finish.Finally, after ~1 hour of processing, it fails with a ReadTimeout. Even if I retry, after 60 secs or more, it keeps failing with ReadTimeout. It is not a session expiration issue: I tried with logout/login.Besides it is not consistent. For example with a $size of 500 it typically fails on $skip=115500. But sometimes I get up to the next page ($skip=116000) until it fails.And I can't get over that.Any ideas?

In assignment and approval screen of Requests cannot find field status but on screen ui I can see the status field.  

I am trying to update the Billing tab email on the Customers screen AR303000 using an Import Scenario.Goal:Update Customers → Billing → Bill-To Info → Email for existing customers. The Billing → Bill-To Info Override checkbox is already checked on the customer.Test customer:Customer ID / AcctCD: 18907What works:I created an Export Scenario on Customers AR303000 and successfully exported the field:Billing → Bill-To Info → EmailThe export correctly returns the current Billing email for customer 18907, so the field path appears to be correct. Import file:AcctCD = 18907Primary Contact Email = XYZ@123.comImport Scenario:Screen Name: CustomersProvider: Excel providerProvider Object: TemplateI have tested mappings such as:Customer Summary → Customer ID = AcctCDBilling → Bill-To Info → Override = ='True'Billing → Bill-To Info → Email = Primary Contact Email Prepare works and shows the one row correctly, but Import fails with:“1 items have not been processed successfully. View name: BAccount.” 

When trying to import Expense Receipts, I keep getting this error message but I’m not sure what is erroring. Looking at the import scenario, it looks like its pulling the information correctly but it doesn't like something about the claimdetails. Any advice? 

Hi SirWe would like to know what mean of production variance.As we do a disassembly transaction and notice that system auto generate “ production variance” May  i know what is this for? Please refer to the below.If based on below journal , does it mean the production variance 21.44 is reduce the inventory value as the double entry is credit account code14720 inventory.  

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 Acumatica Community Webinar - Customizing Acumatica Without A Developer II: Vibe Coding With Copilot - May 27, 2026Have you needed to customize something in Acumatica but didn’t feel comfortable doing so? This session builds on Customizing Acumatica Without A Developer session 1 (that covers how to utilize the low-code/no-code capabilities of Acumatica).  If you’re comfortable with Acumatica low-code/no-code options and ready for more, it’s time to get more self-sufficient with Acumatica's advanced customization capabilities that allow you to tailor Acumatica specifically for your organization.RSVP HERE Acumatica User GroupsNew! Indiana Acumatica User Group, NorCal Acum

I wanted to help out if anyone was having an issue with slowness after an upgrade to 25R2.  I have two instances that both have the same issue (support tickets 482453 & 482455).Check your system monitor and look for failed Automation Scheduler exceptions.  Look at the details and see what schedule is causing it.  For us it’s Cross-Selling ML Generation.  We disabled it manually and seems to have resolved the slowness.  What I believe is happening is in the AUSchedule DAC, the AbortCntr field is a smallint data type which is a range of -32768 and 32768.  What I think is happening is it's maxed out at 32768 (failures) already and trying to add a failure to it which I think is causing a buffer overflow and it doesn’t know what to do so it’s causing the system to slow down.   We can see in AUSchedule that the AbortCntr is set to 32767.  I have manually disabled the automation schedule for it.  Notice that the new “Max consecutive aborted executions” checkbox of “Do not deactivate” is c

Is there a way to email AIA invoices similar to how the Proforma can be automatically sent?

How do I find a GI’s screen ID from the name of the GI.I’m using OData to get information from GIs into my external application, but I’d like to provide a link back into Acumatica to the GI in question.  Unfortunately, the OData meta-data doesn’t include the screen ID.  I’m trying to find the cross-reference of GI screen names to the IDs but have not had luck. I had assumed that GIDesign + GINavigationScreen would have worked, but some GIs that are Exposed Via OData don’t have rows in GINavigationScreen.   

Hi All,I need some help with regards to bringing the amounts from a proforma Invoice to a main report.I have attached the zip file for the main report(PM652500.rpx) and the subreport. (PM652500CI.rpx)I have the below parameters on the main report.   Below is the external parameter for the sub report.   Parameters on the subreport   My problem is, I can’t figure out how to populate the amounts for [PMProformaLineWithPrevious.CuryLineTotal] on the main report which on the below column. 

Help us shape the future of AP automation!We are currently working on three-way matching improvements and have a prototype we'd like users who work with vendor invoices to test and provide feedback on. This capability aims to eliminate vendor bill discrepancies and protect your organization from overpayments, audit risk, and unauthorized vendor billing. With automatic matching, a simple interface to review mismatches, and smooth integration with Acumatica approval workflows, your AP team gets the control and visibility that modern finance teams need. No more relying on custom generic inquiries or manual workarounds.Be a part of our Acumatica Labs Program to test this prototype and help shape the final solution!If you're interested in participating, please complete this short questionnaire. Update: questionnaire is closed for now. Thank you!We are looking for up to 10 customers to join the program, which will run over the next 2–3 months. We will get back to you within 5 business days t

Hi everyone,We’re delighted to announce this Community Mentoring session with @Neil Cantral!Business Events for Order ManagementA brief overview of Acumatica Business Events, how they are used to manage orders in a B2B distribution company, and a Q&A.Neil: I’m a leader in the PNW Acumatica Users Group and the Director of IT for Wilmar LLC, a B2B distributor of automotive tools trading under brands like Performance Tool. My Acumatica journey started in 2016 and I’m always happy to talk and share my experience with the platform. My focus over the years has been rooted in the Distribution module with a lot of experience in inventory allocations, reporting, third-party WMS, and customization.Community Mentoring sessions are approximately 30 minutes and limited to small groups (10-12) of members with one of our power users who is an expert on a topic. If this session is one you feel will help you in your journey with Acumatica, please let us know in the comments below. We’ll be selectin

Hello Team!I have a customization for the Release AP Documents form that adds a couple of fields to the grid (Cash Account and Cash Discount Date).On classic UI the column filter works ok for the Cash Account. But with modern UI, the search field of the filter wont list the available cash accounts: This is my custom TS extension:import { PXFieldState, columnConfig, GridColumnDisplayMode} from "client-controls";import { AP501000, APRegister } from "src/screens/AP/AP501000/AP501000";export interface AP501000_CBAPReleaseImproved_generated extends AP501000 {}export class AP501000_CBAPReleaseImproved_generated {}export interface APRegister_CBAPReleaseImproved_generated extends APRegister {}export class APRegister_CBAPReleaseImproved_generated { @columnConfig({ allowFilter: true, width: 100, visible: true, allowUpdate: false, hideViewLink: true, displayMode: GridColumnDisplayMode.Both }) APInvoice__PayAccountID: PXFieldState; @columnConfig({ width: 100, visible: true }) APInvoice__Dis