Discussion Forums

Trying to get a business event to trigger once a week, however, the process doesn’t seem to be working. The Automation Schedule is running, but the business event itself is not. Any troubleshooting ideas?The Business EventThe Report Hasn’t RunThe Automation ScheduleThe Schedule Has Run 

Hey everyone—quick question regarding payment framework footprints. Have any of the ISVs here ever repackaged or custom-bundled the Authorize.Net connector inside Acumatica?

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 Introducing Acumatica Cloud ERP: 2026R2Great news! Acumatica 2026 R2 is here, giving growing companies a platform built to innovate and scale. This release puts AI into every task, speeds up reporting, and adds industry-specific depth where the work happens. It also brings smoother portals and payments, a fully modern platform, and usability tools built right into the product.Acumatica 2026R2 Downloads and Release NotesAcumatica 2026R2 Build 26.200.0334.37177 Jini Nickelson - Acumatica Community Featured Member for September 2026Meet Jini Nickelson our Acumatica Community Featured Member for September 2026. It’s great to have you as part of the Acumatica Community ​@jin

Business NeedOrganizations that utilize shift differentials may have payroll policies or collective bargaining agreements requiring the differential amount to be paid only on regular hours worked. In these scenarios, overtime premiums must be calculated using the employee's base hourly rate and should not include the shift differential amount.Current LimitationCurrently, when a shift differential is configured as an addition to an employee's hourly rate, the differential becomes part of the employee's regular rate of pay. As a result, overtime calculations are based on the increased rate, causing the shift differential to be included in the overtime rate calculation.Requested EnhancementProvide a configuration option that allows administrators to control whether a shift differential is included in overtime rate calculations.Suggested setup options:Include Shift Differential in Overtime Calculation (current behavior) Exclude Shift Differential from Overtime CalculationWhen the exclusion

When I load a vendor price worksheet using Excel, it is not checking the Vendor / Alternate ID combination.  It is matching it with any alternate ID, even if not from the vendor I specified. Does anyone know of a workaround for that or if it is on the docket to be fixed?

Hey, gang - short of a customization is there any way to default the Payment Method and Cash Account fields based on the selected branch on the Process Payments / Print Checks screen (AP505000)?  Curious what ideas anyone here may have.   

Hi community,I am trying to remove the "Prepare Invoice" (Prepare Invoice / SO302000) button/action on the Shipments screen for a specific role called "Planner - MRP".However, I am running into an issue when setting the permissions in both Access Rights by Role (SM201025) and Access Rights by Screen (SM201020): In Access Rights by Role (SM201025): When I select the Prepare Invoice action under Shipments and change Access Rights to Revoked (Rechazado), it automatically reverts back to Inherited (Heredado). The "Applied to Nesting" (Aplicado al Anidado) checkbox is checked and greyed out/read-only, so I cannot uncheck it to break inheritance. In Access Rights by Screen (SM201020): Navigating directly to the Prepare Invoice node in the tree and selecting the Planner - MRP role shows Inherited, but the dropdown is locked or automatically reverts, and the "Applied to Nesting" box remains checked without allowing edits. Environment Details: Screen: Shipments (SO302000) Action/Button: Pre

when creating a new Stock Item and typing in the Inventory ID field, Acumatica does not display matching existing Inventory IDs as autocomplete suggestions. This behavior is available in places such as the Sales Order line Inventory ID field.The requirement is to provide a similar autocomplete/drop-down suggestion list while typing in the Inventory ID field on IN202500. For example, if the user types LAP, the field should suggest existing Inventory IDs such as LAP-001, LAP-002, etc. However, the user must still be able to enter a completely new Inventory ID (for example, LAP-004) and create a new Stock Item. In other words, the suggestions should assist the user but should not require the entered value to already exist.I would appreciate any guidance on the recommended Acumatica 25R2 approach or customization code for achieving this while preserving the standard InventoryRaw/dimension and Inventory ID creation behavior. Thanks in advance!

Hello,When purchasing a permanent sandbox from Acumatica, will it be fine if the storage is less than production? I would think yes because that is the case for the free upgrade sandbox. Adding sandbox storage to match production adds significant cost and takes us out of our price range. Thanks!

Hi all,I’ve been using Marketing Lists lately and running into some strange behavior, specifically two things:I have a dynamic marketing list containing two contacts that are unsubscribed. When I set filter on “Subscribed” field to False, it shows no contacts (screenshot below), but there are in fact two unsubscribed. Thoughts?   When I use the list in a campaign, it includes the unsubscribed contacts as members of the campaign. When I send a mass email from the campaign, it generates emails for these two contacts. Seems like it should exclude them?

I am trying to override a method in the Self Service Portal installed as MUI.  The error states that my signature doesn’t match the one I am overriding.  Looks correct to me... public class ICSInventoryLineMaint : PXGraphExtension<SPInventoryItemMaint> { public static bool IsActive() => true; public delegate IEnumerable FetchItemsDelegate(FetchItemsSource source = FetchItemsSource.Catalog, bool readOnly = false); [PXOverride] public IEnumerable FetchItems(FetchItemsSource source = FetchItemsSource.Catalog, bool readOnly = false, FetchItemsDelegate base_FetchItems = null) {Here is a screen shot showing the squiggleThe original method signature is:public virtual IEnumerable FetchItems( FetchItemsSource source = FetchItemsSource.Catalog, bool readOnly = false){I set my delegate as optional as this is a necessary thing to do when there is an optional parameter in the original signature.It looks like my signature matches the original.Any idea what I have done wrong? 

In 2026 R1 on the Bill and Adjustments screen, the project entered on line one defaults to the project field on subsequent lines.  We expect an ‘X’ to default like in 2024 R1.  Is this new functionality or a bug?  Thanks for comments.

Hello,I am trying to create a GI that will give account ending balances for a specified branch and financial period across all account+subaccount combinations that have a non-zero balance. I wanted to expand an ARM report by account and subaccount and that isn’t really an option due to the size of the chart of accounts, number of subaccounts, and the maintenance required to maintain it. I am using GLHistoryByPeriod, GLHistory, and GLBudgetLine (x3, aliased) DACs. I have tried a few different configurations but the closest I’ve gotten so far is this:FROM GLHistoryLEFT JOIN GLHistoryByPeriod ON GLHistory.AccountID = GLHistoryByPeriod.AccountID AND GLHistory.SubID = GLHistoryByPeriod.SubID AND GLHistory.BranchID = GLHistoryByPeriod.BranchID AND GLHistory.LedgerID = GLHistoryByPeriod.LedgerID AND GLHistory.FinPeriodID = GLHistoryByPeriod.LastActivityPeriodINNER JOIN [PX.Objects.GL.Account] AS Account ON GLHistory.AccountID = Account.AccountIDINNER JOIN [PX.Objects.GL.Sub] AS Sub ON

Hi Everyone,I got an error message “AP Error: the next check number value cannot be incremented because the last possible value of the sequence has been reached” preventing check printing. How can I increase the limit?Thank you. 

We often work for General or Electrical Contractors, who are not tax exempt. However, the project we are working on may be tax exempt. Since we use Avalara, the Project Revenue Tax Zone must be AVATAX—but there doesn’t appear to be an Entity Usage Type field to communicate to AVATAX that the project is exempt because it's a hospital, school, etc. The exemption type is important in completing tax returns for several states we work in, but as far as I can tell there is no such field in Projects!How do we set up the Project so that Avatax knows 1) the project is exempt and 2) the type of exemption (entity usage type in Customer). We can’t just add the Entity Usage Type to the GC/EC account, because we may be doing one project at a school and another at a federal building, both billed to the same GC/EC. It really needs to be specific to the project. Having to remember to modify the Project Billing invoice before posting is a hassle, so would love it if I’ve just missed something simple.

When we figuring out stock depletion, we often run into trouble with quantities on open blanket purchase orders. For example, we will look at inventory summary and inventory allocation to see a list all current inventory on hand, supply and demand. However, there doesn’t seem to be any report tied to the inventory item that includes quantities open on a blanket PO. As a result, contracts reflected in blanket PO’s are overlooked when we’re planning the phase out of an item resulting in all sorts of issues like restocking fees, large scrap values or modifying deployment plans.Is there any way to have visibility to open blanket PO quantities when looking at inventory summary or allocation? Is there any reason that these screens wouldn’t/shouldn’t include quantities on blanket PO?

Hi, Hope you can help me understand this.Scenario: We sell stock items to Company A (an intercompany customer) using the Sales Order → Shipment → Invoice process instead of a transfer. Normally, these invoices show no cost, so nothing posts to COGS.Now, one invoice suddenly shows a cost when released, even though:The item was already receipted from the vendor earlier (and the receipt has a cost in the inventory transaction history). Previous intercompany sales of the same item still had zero cost.What I want to understand is Why did the cost stay at 0 before, and why does it suddenly appear now, when the vendor receipt cost was already there the whole time?Item’s valuation is Average.

hello all,I have a scenario where I’m looking to map Cost codes with GL A/c codes. Is this possible in Acumatica? If yes, how to do to so?Thanks in advance.

We're on 2026 R1 and building field-change history for time-in-stage reporting, starting with CRLead.Status and CROpportunity.StageID. Each change should add a row to a custom table, BXFieldHistory (entity NoteID, field name, old value, new value, changed by, changed on).Updates come from several places: the stock screens, Lead → Opportunity conversion, mass-update screens, and an external integration using the contract-based REST API. So we plan to attach a custom attribute (a PXEventSubscriberAttribute subclass) to the fields through a DAC extension with PXMergeAttributes, rather than one graph extension per screen.public class BXTrackHistoryAttribute : PXEventSubscriberAttribute, IPXRowUpdatedSubscriber, IPXRowPersistedSubscriber{ // RowUpdated: compare e.Row vs e.OldRow, remember the change // RowPersisted: write the BXFieldHistory row}What's the supported way to write the BXFieldHistory row from inside the attribute, so it commits or rolls back with the parent record in e

I’m in the process of converting custom screens from classic to modern UI for 26R1. Some of these screens are primarily used by shop floor employees via the mobile app. Is there anything special I need to do for that, or will they still keep working? Are there upcoming changes that will require updating the mapping to accommodate the move to the new UI?I haven’t been able to find answers on this.  

Hello all,I’m stuck at a point where I want to select a cost code and Acumatica should automatically pick the mapped GL A/c code. How to do so?Kindly share your suggestions.

We are using the Acumatica contract-based REST API (25.200.001) to create Stock Items and their Warehouse Details.We need to create two warehouse detail records for a new stock item:Warehouse Replenishment Source Replenishment Warehouse A001 Manufacturing   B004 Transfer A001 Our custom endpoint exposes WarehouseDetails under StockItem.The relevant fields are mapped to the Warehouses detail object, including: WarehouseID → Warehouse Source / ReplenishmentSource → Replenishment Source RepWhs / ReplenishmentWarehouse → Replenishment Warehouse The screen field was verified with Element Inspector as: Data Class: INItemSite Data Field: ReplenishmentSource View Name: itemsiterecords Business Logic: InventoryItemMaint ProblemIf we PUT a single WarehouseDetails record, the Replenishment Source is set correctly.For example, creating only A001 as Manufacturing works:{ "InventoryID": { "value": "TESTITEM" }, "WarehouseDetails": [ { "WarehouseID": { "v

Hi All,I’m hoping to get a certificate an Acumatica Certificate for Field Service Management.How do I navigate through the Acumatica University to get this & Am I going about this the wrong way? 

Hi everyone,With Acumatica 26 R1, I’m interested in understanding the current best practices for database performance optimization when developing customizations.For custom solutions that work with large volumes of transactional data, what database optimization techniques are recommended in 26 R1?In particular, I’d like to get the community’s thoughts on:When should we use BQL, Projection DACs, Generic Inquiries, or SQL Views for better performance? Are there any new improvements or recommendations in 26 R1 around query performance? What are the best practices for optimizing complex BQL queries with multiple joins and filters? When is it appropriate to create custom database indexes for a customization? Are there any concerns or limitations around adding custom indexes from an upgrade/maintenance perspective? What are the recommended approaches for processing large volumes of records without impacting the UI or overall system performance? Are there any specific Acumatica tools or techn

Hi,We have created a schedule to run the AP Bill Approval email notification. However, the schedule appears to be failing with the following error:span style="color:red">Approval.OwnerID.EMail</span>It seems the issue is related to the Approval Owner ID Email field.which field I should use to retrieve the approval owner’s email address and achieve the expected result?I also tried using ((EPApproval_ownerID!EMail)), but it resulted in an “Incorrect Email” error. Thanks!