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Meet Arpine Arzumanyan our Acumatica Community Featured Member for July 2026. It’s great to have you as part of the Acumatica Community ​@arpine08!Hello everyone!I'm Arpine Arzumanyan, an Acumatica Developer with nearly 9 years of experience at Information Integration Group, Inc. (IIG).I enjoy working on complex business requirements, helping customers optimize their ERP processes.The Acumatica Community has been a wonderful place to share knowledge and learn from fellow members.On a personal note, I live in Yerevan, Armenia. Outside of work, I enjoy hiking and spending time in nature. I also love capturing beautiful and interesting moments through photography. 

Hello, I checked, on Account receivable preferences , customer classes , customer it self, all mailing setting on invoice is using AR641000When  I print the invoice on Print/Email AR documents, ScreenId=AR508000, it is fine.But when I try to email the invoice on this same screen, it is attached PDF generated from SO643000 instead.The reason I can tell the difference is I made a little trick, on SO643000  the price won’t show this customer,on AR64100 it will always show price.My need describes here:Print and Send Email in Different Invoice Formats (Price Hidden)? | CommunityMy rpx is attached, please help. I need to email in format of AR641000

I have analytical report I created in the finance module.  There are several rows where I don’t want the last column to print.  It seems like this can be done through View conditions under column group.  However I can’t  figure out where I can define the column group to setup which columns I want to print for that row.   It doesn’t seem to take a  column range.   I searched beacon and this website and the documentation but I wasn’t able to find out where to set up the column range.  

Hello,  We know we can change a vendor prior to positng an AP bill but only if the detail lines are blank.  Do any of you know if it’s on the horizon to be able to change a vendor without having to remove the detail lines first? Thanks,Kay

We are excited to share an important milestone with the Acumatica community.S4 Consulting is now an Official Velixo Partner in Vietnam.As an Acumatica Gold Partner, our mission has always been to help businesses go beyond ERP implementation. We believe that the real value of ERP comes from enabling management to make better decisions through real-time data and continuous cost optimization.That's why we are delighted to add Velixo to our solution portfolio.Velixo extends the power of Acumatica by bringing live ERP data directly into Microsoft Excel, allowing finance teams to build financial statements, management reports, budgets, forecasts, and dashboards without exporting data or waiting for custom reports.#Acumatica #Velixo #ERP #FinancialReporting #Excel #CloudERP #Vietnam #DigitalTransformation

I ran into a scenario today where an SO was created after I had created a PO.  When the SO was linked the PO, the SO it showed all of that particular line item was allocated to that SO even though the amount on the SO was less than the amount on the PO.  That in turn makes it look like that item is in need of ordering again when it is not.Is there a fix for this or a setting that we might not have thought of?

We have some customers who use third-party delivery companies. Our usual practice is to ship the goods with a paper invoice attached. The customer signs the invoice, and the driver brings it back to us.We don't want the third-party driver to see our prices, so we want to hide prices on the invoices for these customers and show only quantities.This itself is not hard to do. I can set a flag on the Customer record, and based on that flag, control the visibility of the price in Report Designer.However, we also need to send a PDF version of the invoice (with prices included) to the customer via email.I found that the email and print functions actually call the same RPX file, meaning the visibility settings I configured for hiding prices will also take effect when emailing.I have an idea — could you help me see if there's a better approach?Modify the original RPX and set the visibility so that the operator doesn't need to do anything special. When shipping each day, they just print the invo

Sorry for all the MUI panel questions.  I got panel to open and it does fire the custom action for the panel.I have a simple panel on PO301000.  It opens and allows the user to enter a value in a field.  I enter a value in the field and click OK.  The field in the view is a custom PXFilter DAC.In debug, I get the current of the Filter and the field is always null.   In debug, the value is null: This is the HTML and TS <qp-panel id="ChangeLoanView" caption="Change Loan" auto-repaint="true"> <qp-template id="fvChangeLoanView_div0" name="1" qp-collapsible=""> <qp-fieldset id="fsChangeLoanView_lrChangeLoanView_fs" slot="A" view.bind="ChangeLoanView" wg-container="ChangeLoanView_fvChangeLoanViewFields"> <field name="UsrLoan"></field> </qp-fieldset> </qp-template> <footer> <

We have set up an attribute on the Customer record to indicate whether to show prices or not. We want to automatically send the AR Invoice (AR641000) to customers where this attribute is true.Correct me if I am wrong, but I checked, and neither the Business Event on AR301000 nor AR508000 supports filtering by a customer's attribute. Therefore, the best approach I can think of is to create a Generic Inquiry as the data source to retrieve only invoices where the customer's attribute is true, the date is today, and the status is Open, and then use a Business Event to send them on a daily schedule.Is there a better way to do this?

I have a client who does not want PTO hours to be included in the threshold for overtime pay.  For example, if the employee worked the following:8 hrs on day 18 hrs on day 28.5 hrs on day 38 hrs vacation on day 48 hrs on day 5This person only worked 32.5 hrs and had 8 hrs of vacation pay; in this scenario, I do not want to calculate overtime on the .5 hr.Does anyone know how to configure 2026 R1 to accomplish this?

Hello!Do any of you that use Payroll print multiple w2’s for multiple cities?  We have used Aatrix in the past but they say they can no longer do this because Acumatica is webbased. Thank you! Kay Howe

Has anyone been able to get an import scenario to work for the Trial Balance screen?  No matter how I adjust the Commit checkboxes, the assignment of Import Number, or the Key assignment in the Data Provider among other things, the best I can do is get a single detail record saved and I wind up with the same number of trial balances created as I have records in the file.  I’ve tried using keys from the record (Branch, Ledger & Fiscal Period) and also an added field to the file to group the records by Key.  I currently have ‘<NEW>’ assigned to the Import Number field in the attached xml, but that isn’t the issue.  I haven’t had this issue with other import scenarios for screens that have a Master - Detail relationship.  Since I have about 15 companies and 13 trial balances that need loading per company, I’d rather use an import scenario over the grid import of the detail.  At this point, I haven’t even tackled the Validate step; I’d settle for just getting the detail records i

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.

I have an operating system which is where the trigger logic for all service fees resides. Example: New File is authorized, billing policy is selected, billing policy contains the fee amount for that client. This operating system is the “source of truth” and Acumatica is used for client invoicing through the projects module. Operating system creates a “fee voucher” that contains the information needed on the Acumatica project transaction. Is there a way for the nonstock item to provide the debit and credit accounts for the project transaction? I can manually enter them when I create a transaction. Wondering the best way to accomplish this with an API/Integration. 

Hi, I was wondering if we can control visibility of individual action buttons based on user access rights. Currently, it appears that access rights can be assigned at the screen/header level, but not directly to individual fields or action buttons. I would like to know whether it is possible to configure access rights at the action level, so that a button can be shown or hidden depending on the user’s access rights.Is there a standard way to do that? If not, is there a recommended customization approach for achieving this?Thank you.

Issue: A Purchase Order (PO) has many items. One item can have multiple Purchase Receipts.For example: Item A is received in 3 receipts: POR1, POR2, and POR3. I created an AP Bill from the POR3 screen. However, when I released the bill, the system matched it with POR1 (the first receipt) instead of POR3.Questions: Is this normal system behavior, or did we make a mistake? How can we make the bill match only with POR3 when we enter an AP Bill from the POR3 screen?

We noticed that when an item is removed from a Shopify order, the removed item is still being synced to the corresponding Sales Order in Acumatica with a quantity of 0, instead of being ignored.Is there a way to prevent removed items from syncing to Acumatica? We also observed that this behavior occurs with the native connector.Expected Behavior:Items that have been removed from the Shopify order should not be synced to the Acumatica Sales Order.Current Behavior:Removed items are still synced to Acumatica as line items with a quantity of 0, even though they no longer exist in the Shopify order.Question:Is there a configuration, customization, or recommended approach to prevent removed items from being synchronized to Acumatica?  Thank you.

Hi Team,Issue Summary:When attempting to save or process a bank transaction record under “Import Bank Transactions” in Acumatica, the system displays the following validation error:"Payment Date cannot be empty."Steps to Issue Summary:Navigate to Cash Management > Process Bank Transactions. Import a bank statement using a defined Import Scenario. Attempt to save or process a transaction line. The error appears: "Payment Date cannot be empty."Refer to the below error message,  Thank & Regards,Sanjana Perera    

After working on this for 4 full days, I am crying out for help.  I’ve probably published 100 times.  Since I cannot rebuild the pages using the command line (would be great if you could.  Once published, the command line does nothing.)  My project is HUGE and it takes 3 or so minutes to publish.  3 * 100 is a lot of minutes to wait!I created Popup Panels for two screens.  I am able to get the panels to open, and the custom actions for them are firing.  BUT I cannot find any way to get the fields to show in the panels.The code and panels work perfectly in Classic UI.  Strangely, in order to get the menu options to show on one screen I have to manually add the buttons using the @gridConfig({  topBarItems: { code to do it.  Doing that makes some of the default buttons on the grid disappear, so I would like to not use that approach, but desperate times call for desperate measures.In case you wonder, I am hiding the Add Items button and creating my own so that I can add new functionality.I

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 Arpine Arzumanyan - Acumatica Community Featured Member for July 2026Meet Arpine Arzumanyan our Acumatica Community Featured Member for July 2026. It’s great to have you as part of the Acumatica Community ​@arpine08! Acumatica User GroupsNew! Special Interest Groups:  Food Distribution Customer User Group, Nonprofit Customer User Group, Industry Groups: Construction Customer User Group, Distribution Customer User Group Request to join today!All Acumatica User Groups How to Answer Questions on Acumatica Community - We need everyone’s help!Active Participation is needed from every Community user; everyone can provide valuable input using their individual skills and intere

Community Search is currently not working. Gainsight Support has been notified. There is no ETA on a fix currently. This post will be updated when more information is available. Apologies for any inconvenience this may cause. 

Acumatica recently forced all companies to use the EZPost shipping integration who were using the native WorldShip and Stamps.com integrations, but this integration is currently down. Any update on what happened and when this will be fixed?None of our sites using this integration can ship right now.  

Hi everyone,I'm working on a PXProjection that joins a parent table with a child table using a LEFT JOIN.The relationship is one-to-many:One parent record can have multiple child records. Some parent records may have no child records at all.The projection itself works as expected, but I'm unsure how the DAC keys should be defined.The child table has a key field that is part of the projection's key. When there is no matching child record because of the LEFT JOIN, that key is NULL. However, a key field in a DAC cannot be null What is the recommended approach for defining keys in this type of projection?Should only the parent table's key fields be marked with IsKey = true? Is there a best practice for projections that include optional child records? How do you handle one-to-many relationships where the child record may not exist?I'd appreciate any guidance or examples. Thanks!

Open the report that you need to modify in the Report Designer (see more about the report designer here https://openuni.acumatica.com/courses/reporting/s150-reporting-report-designer/) Open File → Build Schema… menu and make sure the CCPayLink table is added to the report   Go to Relationships Tab and Left Join CCPayLink to ARInvoice or SOOrder based on PayLinkID   Add new Picture Box control to the report and configure it the following way: VisibleExpr: =[CCPayLink.Url]<>null BarcodeType: QRCode Source: Barcode Value: =[CCPayLink.Url]   Configure the size and position of the barcode. Add a new textbox and configure it the following way:Value “Click Here To Pay!” or any other label Navigate Url: =[CCPayLink.Url] Visible Expr: =[CCPayLink.Url]<>nullSave the report back to the server!Done! You now have a report with a barcode and a link that navigates customer to the pay link!  Troubleshooting:If you’ve configured the code and it still does not show up (or rather show up as

Hello, I am required to assign the owner of the Business Account based on the Sales Territory of the Business Account.  I tried using the Assignment map adding the sales territory as a condition, but it seems not Working.  Is this condition being available within the standard? Thank YouAmanda