Discussion Forums

What is the difference between the Stock Items and Non-Stock Items rental kit?I tried to attach screenshots, but it’s giving me an error message. I will try to attach in comments.

Release:    2026-9.57.0          Update: October 20, 2026  Canada (26R2 Only) Federal and Multiple ProvincesIncome Tax – effective varies, see below.The tax engine now rounds the Basic Personal Amount (BPA) to two decimal places before using it to figure the tax credit. This follows the rule in CRA T4127. If the third digit after the decimal is 5 or more, the second digit goes up by one. If it is less than 5, the extra digits are dropped.This changes the federal amount and the Manitoba, Nova Scotia, and Yukon amounts. Employees whose income is outside the phase-out range get a flat amount, so nothing changes for them.The change applies to pay dates starting January 1, 2023 for the federal, Nova Scotia, and Yukon amounts, and January 1, 2025 for Manitoba. Results for earlier tax years may move by a cent or so. We also made the 2026 federal phase-out multiplier more precise (0.021066431297215). Without this, the rounded 2026 amount could be one cent higher than the CRA figure. Nova Scoti

We are looking for best practices for handling subcontractor costs on time and material projects when the actual AP invoice has not yet been received.Our subcontractors submit monthly progress claims or schedules of values, which we use to determine the cost of work performed. However, we generally need to obtain client approval before the subcontractors can submit their actual invoices.As a result, when we prepare our T&M billing, we need to bill the client based on the approved or estimated subcontractor costs, even though no AP bill has been entered in the system yet.Has anyone found an efficient way in Acumatica to make these costs available for T&M billing without creating a temporary AP bill? Ideally, we would also like to avoid duplicate billing once the actual subcontractor invoice is received.Any insight, configuration suggestions, or workarounds would be greatly appreciated.Thank you!

Hello community, We have developed a native integration for the e-signature provider SignNow. At the moment we have feature parity with the existing eSign plugin, but our plan is to add more features in the future based on users’ feedback. Please feel free to share your feature requests here. We will also be at the upcoming Acumatica Summit 2025 (SignNow / airSlate booth). Feel free to pop by and chat with us directly. For more information on the plugin you can get in touch with us via: https://www.signnow.com/integrations/acumatica-cloud-erp https://www.sleekcode.dev/#products Thanks, DISCLAIMER: I am the owner of SC SLEEK CODE LTD, the developer of the plugin.

Hi all,We are preparing to roll out change management for our Finished Goods BOMs in Acumatica Manufacturing and would like your advice on the best approach.Our FG BOM includes packing materials, an unpacking glove component, consumables, operations (10, 20, etc.), work centers, run time and run unit, labour cost per hour, tools, overheads, scrap factor and batch size.The challenge: packing materials and artwork change often at customer request, and Head Office (Marketing) hears about this first. The production details (operations, work centers, run times) are known only by the factory.We are considering two options:1. Head Office maintains the FG BOM and sends it to the factory with the sales order.2. A Factory BOM Leader maintains the FG BOM, but only after Head Office provides an approved document with the finalized packing details.Questions:- Which approach works best in practice, or is there a better one?- How do you control and approve BOM changes (for example, revisions or an ap

Model Context Protocol (MCP) is becoming an increasingly relevant topic in ERP, particularly as AI applications move beyond retrieving information and begin interacting with business systems through executable tools.At first glance, MCP might appear to be another integration mechanism.Acumatica already provides REST APIs, Generic Inquiries, Business Events, and other mechanisms for exchanging data with external applications.So the question isn’t necessarily:“Can an AI application retrieve data from Acumatica?”Through existing integration mechanisms, it can.The more interesting question is:“How does an AI application determine which Acumatica operations to execute, and what happens when those operations begin modifying business transactions?”That distinction becomes important when evaluating MCP, AI agents, API permissions, transaction processing, and the role of Acumatica’s existing business logic.Start With the Difference Between MCP and REST APIsThere are two concepts to keep separat

multi level cost roll works across all BOM levels when no additional filters are used.  Does Not work when trying to roll from bottom up using “BOM Material ID” filters. Have purchase parts that are consumed in multiple BOM trees across 5 upper levels. When the purchase price increases for that part, the pending is automatically updated from the invoice via business event. I want to selectively push that new purchase cost into all BOM trees in a single “Generate Cost Roll - Update Material Costs - Update Pending and Archive - Update Standard Costs” pass.  Why does the “BOM Material ID” filter stop the chain from rolling across all levels when running a wide open roll successfully updates all levels of the BOM trees? Running a single warehouse, have tested all settings I could possibly use. If you have an idea please let me know and I’ll give it a try! I have a concise BOM tree that is spread across 5 levels that I can use to test and check.

I’m getting this error when attempting to export a GI to an excel file using the Excel export button.  Any idea how to avoid getting this error AND get my Excel file?

I create sale return and prepare invoice it’s automatically generate credit memo (this is ok) I edit credit memo by deleting items details tab go back to sale return in so and update items in credit memo I click add sale order to add my sale return but I cannot find it. How to make it work.  

After upgrading to 2026 R1, the Print action on Project Quotes (PM304500) fails for a customized report (PM604500, 16 sub-reports). The same .rpx files work in a 2025 R2 tenant, and the report also works in 2026 R1 when I run it from the Reports screen with the same quote number.Trace: Cannot perform the '=' operation on System.Int32 and System.String at textBox13 in groupFooterSection12.Cause I found: textBox13 is hidden/shown with =$Discipline ='Stone'. $Discipline comes from the sub-report pmdiscipline.rpx ([InventoryItem.ItemClassID_description]), which is filtered by @QuoteNbr. When the report is launched from the Print action, that sub-report returns no rows, so $Discipline stays at the integer 0 and the comparison fails.Workaround: in the main report I changed the sub-report parameter from the report parameter to the record field: Before: <ValueExpr>=[@QuoteNbr]</ValueExpr>After: <ValueExpr>=[PMQuote.QuoteNbr]</ValueExpr>With that change the report prints

Hello, Exciting news for our VAR/Partners and customer admins who will be installing the Acumatica Outlook Add-In for the first time.  We’ve built a customization package to streamline many manual steps that had to be previously taken to install and set up the Outlook Add-In.This script automates the Microsoft Entra registration and the Acumatica-side connection, so your admin only needs to run it once and then your users are ready to install the add-in! Before you start:An Entra (Azure AD) administrator must run the setup. The package creates and consents to the app registration in your Microsoft tenant, which requires admin rights. A standard Acumatica admin without Entra privileges won’t be able to complete it.  Before running, please review the manual steps included to assure you are comfortable running this script.  These steps can be found in the Solution section of this link. Download the Customization Script here.   Note- this is still dependent on your Acumatica instance be

We are using Acumatica 24R2.  I have successfully created a tax provider to call TaxClouds API to get sales tax data using the instructions at:https://blog.zaletskyy.com/post/2024/11/25/how-to-implement-a-custom-tax-provider-in-acumatica This works on a local development instance of Acumatica 24R2.  The tax plugin appears in the list of tax plugins on the Tax Providers screen automatically after publishing the customization. When I try to move the customization to the Cloud version it does not seem to attempt to register it and the plugin does not appear in the selector on the Tax Providers page.I also attempted to publish the bare-bones tax provider from the link as a test and that also fails to register on the cloud instance. Am I missing something obvious that would allow it to appear? Is it just not allowed on the cloud version? Any help would be gratefully received, Phil 

Hi all,I have a client with a specific requirement. They want each report to show the screen ID of that report. For example, when I view report Invoice/Memo AR641000, then AR641000 should appears on the report.I’ve tried using =Report.GetDefaultUI(‘AccessInfo.ScreenID’) and =Report.GetDefaultUI(‘RowAccessInfo.ScreenID’) and these don’t workDoes anyone know what how this can be achieved?

We just open-sourced a small customization package that adds OpenRouter (Direct) as a provider on Agent LLM Connections (ML201000) in 2026 R2 (built against 26.200.0334). If you haven’t used OpenRouter, it’s a single API and a single bill in front of hundreds of models from OpenAI, Anthropic, Google, Meta, Mistral, DeepSeek and others. That makes it easy to put a cheap, fast model on classification agents and a stronger one on summaries, compare them on real records, and switch when something better or cheaper ships, all without separate vendor accounts. It can also route around a provider that’s down, and your account settings control which upstream providers see your data. Out of the box, AI Automation agents reach models through Acumatica’s cloud proxy and its fixed provider list. The platform also has a hidden “direct provider” path that builds the chat client inside the site; the only one shipped is Azure (Direct). This package registers another direct provider that points the sit

I have using Bank feeds connected to Chase and Capital One with Plaid for quite some time. I am now getting a "No access token returned: invalid_scope" error and not able to delete the feed or update credentials. Can someone advise what is causing this?

Any news on the 2025 R1 Service Pack 1 Build 25.101.0153.12 (patch 12) release that was postponed?

When trying to upload using mobile app, or having a business event trigger a push notification we are seeing No access token returned invalid_scopeHere are the errors:When uploading using mobileThis all started after upgrading to 2023 R2.  Currently on 23.201.0092.

We are currently implementing Payroll and are using the Header Notes section in the Employee Payroll Settings to store confidential employee information. However, it appears that these notes are linked to the Employee Record Notes, which are accessible to the Operations Admin role through the Employee record.I am trying to configure row  level security to hide the Header Notes field, but the field does not appear to be available, so I am unable to revoke access to it.Is there a way to unlink the notes in the Employee Payroll Settings from the notes in the Employee Record? Alternatively, is there a recommended method to restrict access to these payroll-related notes so that confidential information is visible only to authorized payroll users?Thank you. 

hello all,I have been trying to select the project items to create a PO from the “Add Project Items” buttons, however it is not listing the items. What is it that I’m missing?  Any help would really be appreciated.

Hi,I just noticed that the End Qty.​ on Historical Inventory Balance (IN616000)​ doesn't match Historical Inventory Valuation (IN617000)​ or Inventory Balance​ — while those two agree with each other. I looked up known issues and saw earlier versions may have had this problem, so I ran Recalculate Inventory​ with Rebuild Item History Since​ starting from the very beginning (2018). After the rebuild the numbers did change, but they still don't tie.The most confusing part: the report doesn't even agree with itself.​ Even if we ignore Beg/End Qty. and only look at one report run, when I add up the sales amounts from all the invoices in the detail, the total doesn't match the figure the report itself shows — but it does match Historical Inventory Valuation. So my questions:Is Historical Inventory Balance deprecated, or is something wrong with it? What is the root cause, and can it be fixed?For now I can use Historical Inventory Valuation​ instead, since it already shows qty and matches Inv

Our operations team wants to run physical inventory counts for key items, but they do not​ want the system to adjust inventory automatically after the count is completed.The reason: when there is a variance, they need time to investigate it. But they don't want to freeze inventory while the investigation is open.So what they actually want is to use Physical Inventory purely as a record​ — to capture:when an item was counted when the last count took place what the situation was at that momentAll inventory adjustments should be done manually, later, only after a user has reviewed and confirmed the variance.Is there any configuration or setup that supports this workflow in Acumatica?

Hi,Referring to official Acumatica Documentation if the Require Vendor Reference check box is selected on the Accounts Payable Preferences (AP101000) form the Vendor/Supplier Ref. in the Landed Cost screen should be Mandatory. However for my site it’s not meeting this expected behavior.  

Client has a Physical Inventory Type with Generation Method = By Inventory, and Select Method = List Of Items. When the PI is in Data Entering Status, they are not able to count new Items that were not in the original List of Items due to warning “Combination of selected Inventory Item and Warehouse Location is not allowed for this Physical Count.”Is there a way to count new Items or is this is how this PI Type is supposed to work?Thanks

Hi everyone,We want your input on automating the release of bank reconciliations in Acumatica, or your reasons for keeping this step manual.We set up a business event to trigger when a reconciliation status changes to Balanced. The event calls an import scenario on CA302000. The scenario searches the record by Cash Account and Reference Number, confirms the popup dialog, saves, and runs Release.After go-live, our team hit two issues. The Release action became disabled on some reconciliations. The Delete action stopped working. Acumatica Support advised us to deactivate the business event, and we did. Before our next step, we would value your experience on these points:Have you seen Release become disabled and Delete stop working on CA302000 after a business event or import scenario ran on the record? If yes, what caused the problem and how did you clear the record? Do you recommend automating bank reconciliation release? Or does your team keep release as a manual review and sign-off st

Hello all,I would like to understand how can 1 setup to pull the cost from the Budget tabs for the non stock items for projects. Also, how can 1 setup and pull the cost for Cost Codes, is it required to map the cost code under budgets tabs with/without item and defining the unit rate?