Discussion Forums

Hello. When we create a new item in acumatica, we fill in the Default Warehouse, Default Issue From, and Default Receipt To fields within the Stock Items screen.However, on the first use of the item the system creates an entry in the Item Warehouse Details and populates it from the warehouse settings instead of the item settings, which is just a broad catchall location instead of the specific location on the item. This would be fine if the material was coming/going from the non-default warehouse, but it shouldn’t be the case when using the default warehouse.Once this entry has been made, the system seems to entirely ignore the defaults in the Stock Items screen. How can i get the system to initially populate using the Stock Item settings instead of the Warehouse settings?Stock Item:Initial population after putting initial items into location 913-A-1 in an adjustment (adjustment did not default to 913-A-1 either): 

Hi all,I wanted to check the feasibility of a customization in Acumatica for Production Orders.Currently, once the Production Order moves to In-Process status, the BOM ID and Revision are locked by design, based on the Acumatica Community response, it appears a customization may be possible to alter the behavior.Our requirement is to evaluate whether the system can allow updating the BOM ID and Revision on a Production Order even after it reaches In-Process status, ideally until the final Move transaction i.e. Production order Status completed.Please review whether this is technically feasible and advise on the possible approach, impact and limitations.Attached is the Community thread for reference.How to handle BOM revision changes after a Production Order is in In-Process status? | Community

nevermind… 

I know there are a lot of endpoints, but is there a way to get a single swagger file for Acumatica’s REST API, or must I get one per endpoint? 

I am trying to create a Return for Credit for one of my customers. Usually I am able to attach/link an invoice to the RC and add the item so it returns back to my inventory. However, this particular customer/invoice does not populate the product that needs to be returned back to inventory. Does anyone have a suggestion or is there something I may be missing. I don’t want to just add the item without linking the invoice and then I end up messing up inventory or have issues refunding my customer when I do the Credit Memo. 

Hi everyone,We were having issue with the MRP,We have two separate projects, and each project has one Production order. Both production orders use the same BOM and the same material item. Both Projects are configured with inventory tracking = Track by Project quantity and cost.Scenario details: Projects ID Production Order Nbr Start Date BOM ID Purchase Order PROJ-VK-45 ORDER41326 5/11/26 BOM1 008815 JB-007 ORDER2 4/27/26 BOM1    Test steps:Created both production orders under two different projects. Since ORDER2 had the earlier start date, I placed ORDER2 on hold for testing purposes. Ran Regenerate Inventory Planning. Based on the demand from ORDER41326, the system created the supply suggestion, and we created a Purchase Order 008815 Then I removed ORDER2 from hold Ran MRP again Reviewed Inventory Planning Results by Item.Issue observed: After the second MRP run, the s

Hi all,I have a question regarding the BOM Compare screen in Multi- Level BOM.when I compare two revisions of the same Bill of Materials, the compare does not explode down to the lower material level to show the detailed component changes. Because of this, I’m not able to clearly identify the exact changes at the lower level unless I manually go and perform the BOM compare on the Lower-Level BOM itself.Is this the intended behavior of the screen, or is there any setting, configuration, or process that needs to be enabled so that it can explode fully and show the lower-level material changes directly?  

We are currently Drop-Ship Purchase Orders in Acumatica for Items that are shipped directly from the Vendor/Manufacturer to the job site/customer site. Is there any way to track these drop-ship Purchase Orders in Acumatica once the vendor ship them? we are looking to understand whether there is any standard integration or a third-party plug-in available to track shipment and delivery status for drop-ship orders.Any input or best practices would be appreciated.

Hi Team,I need guidance on customizing Global Search behavior for Invoice Reference Numbers.Current Behavior:If Invoice status = Balanced, search opens Invoices (SO303000) If Invoice status = Open or Closed, search opens Invoices and Memos (AR301000)For invoices with status Open or Closed, I want Global Search to return two results:One navigating to Invoices (SO303000) Another navigating to Invoices and Memos (AR301000)Is it possible to configure or customize Global Search to show multiple navigation results for the same reference number?If yes, how can this be achieved (Customization Project, DAC extension, or any specific configuration)?Any guidance or examples would be helpful.Thank you!  

As of now, here is a test:My goal is to import three GL transaction records in a single batch. I have been working on this scenario for over two days and several iterations. As of now, the scenario imports the records and creates 2 batches from 3 records. I am attaching the latest version of the import scenario and the sample data. As of now, the source for this data is a SQL Server table, but for simplification, I have exported it to an Excel file (attached). The amount fields in the table are defined a money columns.You may notice a lot of hard-coding because I had to hardcode several field values to understand what is going on.I am working on Acumatica 2025 R1Build 25.101.0153.7 

When processing a Purchase Receipt, the system automatically generates a Journal Transaction hitting Account A and Account B based on the default setup.Is there a way to change the Subaccount for Account A for one specific Purchase Receipt only? I am aware that I can use the Reclassify feature if the document is already Released, but I want to know how to modify the Subaccount at the point of entry before the transaction is finalized.

Has the functionality of the Expense Claim screen changed?  Our accounting admin was previously able to place another user’s expense claim on Hold and/or Release it all right from the expense claim screen.  But now it seems that only the creator, claimer, or a delegate can place it on hold.  And the release button has disappeared.Has anyone else seen this change?  She has admin permissions and she is above everyone in the company tree. But she still is unable to correct or release a claim from the claim screen.  She can only release it from the “Release Expense Claim” screen which is time consuming to and difficult to flip back and forth.

Hello Acumatica Team,We have a requirement to add a custom field in the Application History tab of the Payments and Applications screen. This field should be populated from the Blanket Sales Order CustomerOrderNbr and must be updated during Payment Release and Payment Capture.I attempted to override the Release action. When updating the value before the baseMethod call, the Application History (ARTranPostBal) View Details is not loading. When updating after the baseMethod call, the view loads correctly, but the value is not persisting. However, updating the value using PXDatabase.Update works as expected.I also tried using row events, but observed the same behavior with no success.Could you please clarify:Where the default logic for updating Application History during Release and Capture is implemented? What is the correct extension point to reliably update this custom field?Version: 25R1Thanks in Advance!

Hi everyone,If you develop for Acumatica, you already know the biggest bottleneck in our daily workflow: making a small code change, building the DLL, and then waiting several minutes for IIS to load the instance just to see if your change worked.To solve this, I’ve developed a new Visual Studio extension called Acumatica Live Sync. It bypasses the constant rebuild/restart cycle, allowing you to see your code changes in the instance almost instantly. - Key BenefitsZero-Wait Updates: Once initialized, any saved changes to your code (renaming fields, modifying logic) are immediately reflected in Acumatica without an IIS restart.Full Structural Editing: It’s not just for small tweaks. You can add new actions, create brand new extension files, or delete existing ones on the fly.Native Debugging Support: You don't lose any Visual Studio features. You can still set breakpoints directly in your project, they will hit as expected, and you can inspect or modify values at runtime.Zero Risk to So

Can we create a GI directly from a report. I want to make changes in the report and it is very hard with the report designer to do that. 

Has AvidXchange launched end to end Purchase to Pay Integration with Acumatica?

We upgraded to 2025 R2 build 25.200.0248.3 and are disappointed to learn that after the plugin “fix” was announced there is a current bug/issue and it cannot be used with Modern Authentication.Wondering how many other customers out there have Modern Authentication?  Can we push Acumatica for a fix in 2025R2?As of late we heard Acumatica is are aware of this issue with the modern authentication, but there is currently no fix for it.  We’ve been anxiously waiting for almost 2+ years.

Team - one of our customers wants to limit the characters used for Project Tasks.  This is simple enough.  However, it turns out that the consultant who originally configured this customer somehow (???) added a Task to Project X.  To make matters more unnecessarily inconvenient, they used the maximum characters allowed by the segmented key.  I can neither open this task (on Project Tasks), delete the tasks using a Mass Update, or Update the Task ID (also using a Mass Update).  I’ve also tried renaming the Non-Project Code, but this isn’t helpful either. Is there a way, short of using a customization, that I can access this task to delete it? How in the world was this able to be done in the first place? Thanks in advance!

Hello - I’m having some issues with the Global Tax Settings tab of the Tax Maintenance form. Our client has recently updated to 25R2 and the modern UI, and when we update taxes, the Global Tax Settings tab seems to be missing all sorts of entries that used to be visible to us. For example, we used to be able to maintain the basic personal amounts for each province tied to our work locations, and those fields are now missing. They would be the Total Claim Amount fields for each province.I’ve searched the update notes and don't see anything related to this. I also thought that perhaps this was missing because I was setting up a tenant for production with no employees loaded yet, but our UAT tenant that has prior payroll data is also missing all of the field that we previously were using.I also went in and looked at the individual Employee Payroll Settings, and all prior values we had updated are still there, however the ‘Use Default’ checkbox that used to exist for some values (like the

Benefits of AP Document RecognitionAP Document Recognition streamlines processing of vendor bills that you receive in PDF format. AP Clerks spend less time re-typing data so they can focus on higher value tasks. Worker productivity: spend less time entering documents Accuracy: reduce data entry errors which may result in incorrect vendor payments Approvals: integrate with existing approval and workflow processes AI/ML: extracted data accuracy (vendor ID field) improves after manual correctionWho can use AP Document Recognition?Prior to April 1, 2023 Acumatica offered a promotion for up to 1,000 pages/month for free. After the first year, customers could purchase the feature.Starting April 1, 2023 all new and existing Acumatica subscription customers (does not include perpetual licenses - PCP) get 50 free pages so they can try the feature. Customers who already paid for the service get an additional 50 free pages. A vendor bill with a front and a back counts towards 2 of your 50 monthly

Hi,Has anyone successfully removed prepayment and payment amounts from the calculation of the aging buckets on the AR Aging report. I have the report filtering out the prepayment and payment transactions so they do not show up on the report but those prepayment and payment amount are still showing up in the aging balances. I need to remove the prepayment and payment amounts from the aging balances. Thanks! 

Hi all,I want my customer statement does not include transaction with prepayment type. I have created a parameter doctype and filter conditions type does not equal ‘PPM’ but it does not work. Thanks in advanced.

How is everyone monitoring project inventory costs through their balances/cost budgets? Our issue is that the cost of inventory when ordered will appear on a Committed or Open committed column, but once that project inventory is received (or transferred directly) onto the project, it does not appear in the balances UNTIL those inventory items are issued.We need a way to reflect project inventory balances on the Balances tab, ideally on the Actual + Open Committed amount column.Example below. You will see we ordered $303k worth of inventory. It is all received and sitting on the project inventory. But it is not reflected in the Actual +Open Committed amount and is actually showing as a major variance. Between transfers & PO orders, there is $307k worth of materials sitting on this job that are not being accurately reflected at this WIP state of the project.How is everyone handling project inventory for budgeting/cost tracking?  

We have a specific use case regarding Equipment Time Cards: currently, when a time card is submitted, the system automatically generates transactions that post to both the General Ledger (GL) and the respective Projects. We would like to capture these costs within the Project module for tracking purposes only, without triggering a post to the GL. Is there a standard configuration or a workaround to achieve this?

Recently we have discovered a couple of automation schedules that use the new Email Notifications functionality on the report screen have stopped sending the emails in the last week.  they were working previously.  The automation schedule history shows that the schedule fired and was successful.  The attached report in question does not have any parameters, and runs without errors when run separately.  The email addresses are hard coded into the Email Template.  There is no record of the email on the All Emails screen.Has anyone else seen this issue?Thanks,Laura