Discussion Forums

We created an ARM Consolidated Income Statement with the following details: Report Code: CONPL Title: Consolidated Statement with Trees Issue:All units in the Unit Set are printing, including sub-units.Desired behavior:We only want the root-level units (directly under ROOT, such as AJ, AK, AP, AQ) to print.We do not want child units under those nodes to print (for example: AJ106030, AJ206030, AJ506030).We attempted to control this using Printing Group, but it appears that Printing Group only controls row/column visibility—not whether a unit itself prints.Question:Is there a way in ARM to prevent sub-units from printing within a Unit Set (for example via Printing Group, filtering, or wildcards), or is the only supported approach to create a separate Unit Set that includes only the root-level units intended for consolidated reporting?Any confirmation or best-practice guidance would be appreciated.

i am trying to setup Total row in ARM, after set formula in column. How do I display the total that I have created in the row set? I was asked to create a Trial Balance with an ending balance of Debit and Credit, as a result the column uses a fairly long formula. My guess is that because of the formula, the total row set cannot display the sum. or maybe because I am using a subaccount Row Set the total row set cannot display the sum. Thank you,Jefri

Hello Acumatica folks,Our emailing Statements fail to send, when the print invoices is NOT selected. But when the print statement is selected to the ones that did not process, they then process.  However we don't want to print and mail and also send an email.  If we have both selected we will print / mail and email.  We only want to email.  With invoices we select one or the other, not both.  How do we set NOT to print statements when we just want to email the statement?We can do one or the other or both.  We only want to do one task, not both.  For it to work I had to select both and that is not what we want to do.   Error Message:Email cannot be created for the specified report 'AR641500' because the report has not been generated or the email settings are not specified. We reviewed one account that worked and one that didn't work, one difference we notice is  that the one that didn't work doesn't have the Print statement checked, the one that worked does have this checked,   

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 Update to Acumatica Patch Release Policy - Effective May 2026  Community Poll | Non-Admin Access to GI & Report Designer — What Would Work Best for You? Change Order Billing - Tell us your workfow Chromium XSLT Deprecation Affecting Classic UI [Action Required] 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

Hi, we have a subcontract that incurred backcharges for scope that was bought out by another company that ran the subcontract total amount into the negative. We recently changed our ERP to Acumatica and we are looking to track this backcharge but cannot process the change orders that run the subcontract into the negative.How can I track this negative commitment amount for my project buyout summary?ex. Subcontract A issued for $5,000. Subcontractor A failed to perform work and another Subcontractor B bought their contract for $5,100. We need to process a deductive change order for the buyout amount to accurately track the money owed to us by Subcontractor A for the increased cost of Subcontractor B.

We are exploring a concept —  help us get it right!Acumatica Platform team is looking into ways to give non-admin users the ability to build their own GIs and Reports, while administrators control which data they can access. For example, a finance analyst building expense reports without ever seeing what employees are paid.We would love to hear your thoughts by commenting below to help us understand what level of control matters to your organization and why. Question 1: Review the two Mockups below and Provide your answers in commentsIf a user should not have access to Payroll data (for example), what should their GI and Report Designer experience look like?Option A: Payroll DACs are completely hidden. Users only see the DACs they have access to.Option AOption B: Payroll DACs are visible and can be used to build GIs and Reports, but no data is returned at preview or runtime. Option B  Question 2: Select a Poll answer below

I’m having trouble getting a field to show up as a Rich Text field in the Modern UI.  Here is what I have:  The answer still displays as a single-line textbox<template>  <qp-fieldset id="Document_PXLayoutRule1_fs" view.bind="Document" wg-container="Document_form">    <field name="Question"></field>  </qp-fieldset>  <qp-fieldset id="Document_PXLayoutRule2_fs" view.bind="Document" wg-container="Document_form">    <field name="Answer" multi-line="true" rows="20" control="rich-text" style="height: 400px; width: 100%"></field>  </qp-fieldset></template> An HTML box would work for me ever better… 

With the retirement of Authorize.net, we want to swap out Authorize.net as the payment processor in our BigCommerce platform and in its place use Acumatica Payments. Is there a guide somewhere for this? We already are using Acumatica Payments in Acumatica.  We now want to add it as the processor in BigCommerce. Patrick

Hi, I have a customized report (attached) and added the stock item’s Alternate ID of the parent customer. The column I’ve added this into the report is called ‘Customer Code’. However, quantities are multiplied.Can you please help me correct my joins or if joins are correct, the conditional statement is wrong.I ran this report for Account C013554. Product code is 4005 and customer code is 1909830C000916 is the parent customer of C013554As you know, C00916 is the parent customer of C013554. I want to pull the Alternate ID of this parent customer 

Hi All,We have a few clients where the native Guest Customer functionality won’t suffice for them.They would like to have Guest Customers from BigCommerce still be created as a Customer record in Acumatica as long as the Email is not assigned anywhere else yet.Is this natively supported somehow?Either via Mapping or other functionality?

Hello everyone, I am looking to change the UI availability for the editing of fields when a Sales Order is in shipping.I have moved the Credit Hold stage to the Shipment stage because of how our business processes work, we process and manufacture Sales Orders but do not ship until the leadership team is satisfied with payments. I am aware that I can make the fields editable through a RowSelected handler, however, would it be better to override the DisableWholeScreen method which is used in the SO workflow to make these fields editable.Another condition that needs to be satisfied is that the Qty on Shipments field cannot be higher than 0, for the fields to be editable, I am not sure if I can put a condition into a workflow .WithFieldAssignments method. Could someone advise on what the best way to go forward with this would be. Thanks,Aleks

Hello all,I would like to know the purpose of Calendar under Customers (AR303000)→ Shipping tab. I’m looking to setup the calendar where whenever the sales orders is created the Shipment should be generate for Monday. How can I set this up out of the box?

25R1added SOPackageDetail to SO-Shipment Primary List GI added Tracking number to GridThe field does not show in grid, not blank - no column Note only one package on every shipment here is Relations and Girdwhat is issue ?  

I am running Acumatica Instance correctly, but CSS is not loading properly  

Hello, I am trying to extend my endpoint to include the AttributeValue0 data fiend in the MatrixInventoryItem data class. I am doing this to try to pull the default column attribute value for the matrix item. However, Acumatica says that the endpoint is not mapped correctly. How would I correct this, or alternatively, is there a workaround for this? Thanks!

Hi Team,I just want to confirm if there is a way for mass deletion of Account in Chart of Account Screen?I tried to map this in Import Scenario but there is no action for delete.Please let me know if you have other recommendation.Thank you!

We confirmed ShipEngine is successfully returning valid UPS and FedEx rates outside of Acumatica using direct API testing.The ShipEngine /v1/rates response completes successfully with no errors and includes valid service codes such as: fedex_ground fedex_priority_overnight ups_ground ups_next_day_air However, Acumatica 2025 R1 still fails during Get Rates with:"The given key was not present in the dictionary"Stack trace:PX.ExternalCarriersHelper.SOShipmentEntryExtCarriersPXExt.ReplacePackagesWithActualPackagesAll returned ShipEngine rates contain:"package_type": nullPlease confirm whether there is a known 2025 R1 ShipEngine connector defect or hotfix related to package mapping/rate parsing within CarrierRatesExtension. Any assistance is greatly appreciated. 

Hi,I was trying to find out what could be the possible reasons for the mismatch between Inventory Valuation report balance against the Inventory GL Account. I have noticed that there were manual entries posted to the GL Account with inventory movement. Howvere, after the reconcilation with these GL entries there is some more mismatch. What could be the any possible reasons for these. 

Hey there! I’m really interested in being able to see “Qty on Hand” based on the receipt number. As an example the window that appears when you search for a receipt number in the adjustments screen. Has anyone made a GI like this?  

Does anyone know if it's possible to add the Load Documents Options feature from AR Payments to AP Checks and Payments. In AP the load documents button seems like it only pulls the ~100 oldest records. This would save our payables team a lot of time and effort Screenshot from AR Payments & Applications below 

We are looking for a way to send an email notification out when a BOM revision gets used in a production order for the first time. For example, an existing BOM gets a new revision. The first time that gets used in a production order we want a notification to go out. Anyone know the best way to approach this? I assume some sort of new GI is needed.

Working in 24r2 version, creating an email template with table inserting release AP check application history.   I believe the view ‘APPost’ is correct as the email does display table entries for the number of documents in the application, but each table entry is repeat of same information.  I have changed the data elements to many different selections, sometimes nothing is displayed.In 24r2, the selection is ‘ADJUST HISTORY’. Visual viewHTML viewemail body created 

Is there a way for the system to automatically complete all the move transactions for a series of linked production orders?Our situation is as follows:I create a production order for Item A, it requires Items B+C and creates production orders for them. In turn Items B+C require several other item production orders. The end result can be a sizable tree of linked production orders. We want to be able to say “we have finished Item A” and have it complete all the sub-assemblies in proper sequence without us having to manually do move transactions on all the sub-assemblies.

How can we setup a deduction and benefit code for health insurance.  IE, employee pays 15% and employer pays 85% however, this is based on the employees specific health insurance amount.  If total group policy is $10,000 per month and employee part is $1,000 per month, the health insurance deduction should be $150 for employee and $850 for employer.   Thanks

Looking for a detailed customer report I can generate.  Wasnt sure if there is a standard template already available in Acumatica or is it more of a customization?Just looking based on a customer:Invoice, Total, Dates, Due Date, Checks Received,  etc.I currently just use Customer Details and export to Excel and adjust that way, but wouldnt mind something a little more formal.