Discussion Forums

Is there a way to refresh the cache for a particular GI?  I’m noticing that the IN-StockItem GI used in the Stock Item view (IN2025PL screen ID)  is showing an invalid Brand name (doesn’t match the Brand Name attribute on the actual item page): 

Has anyone figured out how to get this to show the correct address on the Service Order? I have noticed that when creating a Service Order (SVO) from a Sales Order.If the sales order includes a Location that is not MAIN one of two things happenThe SVO type has the AppAddressSource (Take Address and Contact Information From) set to Contact Then Acumatica creates the Service Order with the MAIN Location address even though the Location is not main (This is because the Contact is linked to the Business Account and not a Location) The SVO type has the APPAddressSource (Take Address and Contact Information From) set to Business Account Then Acumatica goes into an endless loop following this message This was a known issue way back in CRM with this    Dialogue box that sparks endless loop 

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! Free Training: Acumatica Tips, Tricks, and Expert GuidanceWant to learn the tips and tricks that can help you get even more out of Acumatica?One of the most valuable benefits of Acumatica's free Cohort Onboarding Program is access to weekly live Office Hours with Acumatica subject matter experts. Acumatica User GroupsNew! Special Interest Groups:  Food Distribution Customer User Group, Nonprofit Customer User Group, Industry Groups: Construction Customer User Group,

Hi everyone, I have created a community n8n node for the Acumatica REST API.n8n-nodes-acumatica - npmlekker-solutions/n8n-nodes-acumatica: Acumatica n8n NodeThere are 3 nodes you can use: Default / 25.200.001 Default / 24.200.001 Custom (You enter the Name / Version)On each defined resource on the endpoint, the following operations are allowed:Get List (GET) Get by ID/Keys (GET) Create/Update (PUT) Delete by ID/Keys Invoke Action Attach File Download File Custom API CallOther Notes:Custom fields are not handled yet on the DEFAULT endpoints, so just use the Custom Endpoint node.   For auth, only OAuth Authorization code flow is supported, but setting up a credential is very easy (There is a built in ‘Acumatica Credential’)If you are unsure how to use a community node:Using community nodes | n8n DocsHopefully this helps speed up your integrations using n8n! 

Hope I can get some help with this. Using an export scenario to create a CSV file, data is populated from a GI. Dates in the the GI are shown without a timestamp but when the data is prepared, any date field has a timestamp. Is there anyway to stop that being created, my customer is using the CSV for a file upload to their bank and it fails on the timestamp.

Dear Team,We are trying to create bulk AP bills in the system by using an import scenario, wherein the bill needs to be created and the detail from the PR needs to be fetched into the bill as well and the bill will be created in the on-hold status.The import scenario created is as follows. However, when importing data using this import scenario the AP bills do get created for the specific vendor, however the PO receipt is not getting added to the bill. Appreciate if anyone could help me out in identifying what i am missing in this import scenario to successfully create bulk ap bills by using the import scenarios.Thank you so much in advance for your kind support and for your precious time. 

Is it possible in the calendar board Modern UI to use Gemini to help with the most accurate routing of appointments?

What company does everyone use for doing credit card transactions. Currently we don’t acccept credit cards but want to start. Just want some recommendations that work seamlessly with acumatica.

We are testing the new modern UI calendar board map and although we have 11 appointmnets we are attempting to view on the map, only 10 show up.  Previously we have had a limit of 10 addresses in google maps, is the limit the same here?

Has anyone found a solution for onboarding new vendors? I saw where Acumatica may be working on an online portal for customers/vendors, but in the meantime can anyone recommend and external provider that allows the vendor to go online and enter their own information that can integrate with Acumatica, or be pulled and then imported to Acumatica manually?

Hello! My company is new to Field Services. Sometimes we want to over ride the contact, but ONLY want it to modify the contact box area, NOT the Address info. ALSO, sometimes when I pick a contact I want it to be the contact persons email and phone number, and sometimes I want it to be the basic company contact information. This would likely require a check box customization to choose which decision needs to be made for that specific service order. Any guidance on Out of the Box or customization is appreciated   

Hi Everyone, When we engage with Acumatica Support, we are asked to disable our MFA for the Acumatica Support user. Our company has been hacked via Acumatica before, and we will not disable the 2FA for users. I’m surprised that Acumatica asks us to disable it for them - surely Acumatica understands the importance of robust security, right?Our current plan is to update the support account email to be the email of the specific person helping us, so they can get the emails with the authentication codes. Does anyone have any better ideas? Or know why the direction from Acumatica is to disable critical security?  

Hello, Not quite two months into our Acumatica implementation. I have some older customization packages/version I’d like to remove from production. Is it truly as simple as selecting the row of the customization version and selecting X to delete? 

Hello,      Happy 2026.     Our company's scenario is as follows: We have two branches – Branch A (corresponding to Warehouse A) and Branch B (corresponding to Warehouse B).    We have certain items that are centrally procured by Branch A but sold to end customers by Branch B.    When using the replenishment function, we hope to monitor the inventory of Warehouse B. Specifically, when Warehouse B's inventory falls below the reorder point, it should trigger the preparation for replenishment.     However, we want the procurement to be conducted by Branch A with the vendor. In other words, the generated Purchase Order (PO) should be issued by Branch A (linked to Warehouse A) to the vendor.Is there a way to achieve this?

hello all,I have a BOM which has a non stock item added in one of the ops. Now when I released the production orders, released materials, created Labor & Move transactions there wasnt any mention of the non stock item being used. How can I track these under WIP?

Hello all,How to setup & enable 3 way match feature? Is it available in 25R2? I need guidance on this. Thanks.

Hi,Could please let us know that whether there any option is available to convert discount in "Discounts Tab of Purchase Order" to "Discounts Tab of Bills and Adjustment" automatically?Thank You. 

We are receiving an error when attempting to publish any customization in a SaaS 2025 R2 sandbox.  We were able to publish these same customizations successfully in this environment a few days earlier, and nothing has changed as far as I’m aware.  I have already tried clearing cache and a front end Application Restart, as well as unpublishing and republishing.  The customizations validate successfully - the error occurs during the publication process. Has anyone else seen this error, and what is the solution in a SaaS environment?

I just deployed a new Acumatica ERP Instance for T-Series Developer Courses for T220. Immediately after install, I opened the Services and Prices form. On the Labor tab, the Inventory ID column is missing. When I click the gear icon to add/hide columns, Inventory ID is not there. I have not changed anything after install.I was having the same problem in T210. I was near the end of the course when I went to test the newly added Labor tab, and discovered that the Inventory ID was missing. I thought I'd done something wrong, so I spent a couple hours troubleshooting. I ended up copying in all files from the solution in the Help-and-Training-Examples folder for that course, recompiled and republished, but it still didn't work. So I gave up on T210 and moved on to T220. But even after a fresh install, I'm seeing the same problem.I'm using 2026 R1, version 26.100.0175. Any help or advice would be appreciated!  

We got an email that we must upgrade from 2025 R1 by Nov 30th and we have no issues doing that but we’re trying to ensure we don’t break anything in our system when we do that. Is there someone or someway to figure this out before we upgrade?

I’m wondering if it’s possible to change the line details (locations) allocated on a shipment via API. Let’s say row 1 has a qty of two, allocated to two different locations, I want to change those locations via API. I have not been successful in doing so. 

We understand that In Acumatica, the "estimated lead time" is typically calculated by combining the vendor lead time that is manually entered in the vendor details with any additional lead time days that are manually entered on the inventory line item itself and then displayed as the estimated lead time for that item.  Based on the information we've found so far; it seems that the manual process mentioned above is the only option. For companies with large inventories, numbering in the tens of thousands, automating this function is essential.Our questions are:Does Acumatica have logic that automatically calculates estimated lead times.  If so, how do we go about setting it up?For example, instead of manually updating the lead time on both the vendor master record and the item master under the vendor tab, is there a way for the system to automatically calculate the average lead time based on PO issue dates vs PO receipt dates?  Our goal is to eliminate the need for customers to manually

We are trying to link three Sales Order to one Purchase Order. We were able to get one SO linked to the PO, however, the other two cannot link. There’s not even an option to see them. Both are using the same Source and vendor, and part. Any guidance on how to solve this would be greatly appreciated.Purchase OrderOne of the Sales Order 

Hello - I have also submitted this as a request for product development but wanted to ensure there was no way to perform this function.  We have various needs to be able to filter AP invoices processed by project, vendor, cost code, date, post period, etc…   and then extract the filtered results into a single PDF.  Our old ERP performed this function and it was extremely useful.  Currently we’re having to filter by various fields, then download/save the PDF’s 1 by 1.  It’s very time consuming.  As an example we have an environmental audit every year on our building.  We need to filter and provide all vendor invoices related to the purchase of certain material and well as permanent consumables used in order to provide to the consultants who perform the work.  it is terribly time consuming to download 1 by 1 then finally compile a single PDF with all images/invoices within.  If there was an “EXTRACT PDF” option where it would create a cover page of all invoices within, then subsequently

We would like to use Crew Timecards to capture hours‑only time entry for consultants working on a project, without adding additional labor cost to the project.These consultants are billed to our customer at billable rates, but internally their actual labor cost should be $0. The goal is to track hours for billing and project visibility while preventing added project cost.The hours / no‑cost portion is already working. I created separate user/employee records for these consultants and assigned a $0.00 labor rate, which allows them to enter time without impacting project cost.What I cannot figure out is how to route the Crew Timecard or the resulting Time Activities to the project’s approving manager for review and approval of the submitted hours.Everything I am finding indicates that approvals for crew time are driven by an Approval Map using the EP Time Activities entity, however EP Time Activities does not appear as an option in the Entity Type list when creating an approval map.My qu