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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

Hi, how do I set up an automatic email to go to all customers excluding 1 customer class at the end of the month (on or around the 25th of each month) that provides a reminder of all outstanding invoices that are due at the end of the month and have the system attach the invoices to the email?I’m thinking setting up an automation schedule to prepare statement and another automation schedule to print/email statements. The fact that I need to exclude a customer class, I think I’ll need to create a new statement cycle? Please let me know your thoughts.See example email below:Dear Valued Customer,This is a courtesy email to let you know that your invoice/s will be payable soon. Invoice Number Invoice Date Invoice Due Date Invoice Amount Balance Owing Status INVxxx 16/01/2026 28/02/2026 $1,540.23 $1,540.23 Due on 28/02/2026 INVxxx 22/01/2026 28/02/2026 $43.10 $43

Hello, is there a way to prevent duplicated quantities and amounts for items that are shipped and invoiced multiple times? This is for a single sales order that is invoiced multiple times due to split deliveries. 

Even after rebooting my machine, every single time that I try to create a new instance of 26R1, I get these errors and the installer stops:Even if I press OK, I get more log errors:If I press ignore, I just get more of these errors about the other log files that the installer created.Question: how to get past these log errors so I can create a new instance?Here’s the full error:Cant't create the site 26R1 -------------------------------------- Inner Exception: Exception occurred while deploying the site files.  --------------------------------------  Inner Exception:  Exception occurred while backing up the files from 'C:\deployment\sites\26R1\' directory. Try to do it manually.   --------------------------------------   Inner Exception:      WARNING: The process cannot access the file because it is being used by another process.   C:\deployment\sites\26R1\Logs\log_prepare_2026-04-09_11-11-53.txt         WARNING: The process cannot access the file because it is being used by another pr

Every single time that I try to create a new instance of 26R1 (even after rebooting my machine), I get these errors right away and the installer stops:Even if I press OK, I get more log errors:If I press ignore, I just get more of these errors about the other log files that the installer created.I’ve deleted the log files and restarted the install but the log files just get recreated with the same access errors.Question: how to get past these log errors so I can create a new instance? Here’s the full error:Cant't create the site 26R1 -------------------------------------- Inner Exception: Exception occurred while deploying the site files.  --------------------------------------  Inner Exception:  Exception occurred while backing up the files from 'C:\deployment\sites\26R1\' directory. Try to do it manually.   --------------------------------------   Inner Exception:      WARNING: The process cannot access the file because it is being used by another process.   C:\deployment\sites\26R1\

Issue description If a production order was created from the Inventory Planning Display (AM400000) form for a non-lot/serial tracked item or a lot/serial tracked item with the When Used assignment method, there was a mismatch between the Qty. to Produce in the Summary area and the Quantity column on the Line Details tab on the Production Order Maintenance (AM201500) form (see the following screenshot). On the Inventory Allocation Details (IN402000) form, the system displays incorrect allocation for the production order that was created (as the following screenshot shows).  In this scenario, when the quantity in the Quantity column on the Line Details tab is less than the quantity shown in the Qty to Produce box in the Summary area, the demand reoccurs on the Inventory Planning Display (AM400000) form, and this results in incorrect MRP Planning. Root cause This is a known issue for the following builds of Acumatica ERP:2025 R1 Service Pack 1 (Build 25.101.0153 ) and later 2024 R2 Update

Hi,We are using the Receive and Put Away function in Acumatica.When we scan in the Regular Acumatica Application (on our desktop), there are three distinct sounds for:Correctly scanned barcode Scanning error Release actionProblemWhen we scan in the Acumatica mobile app, there is only sound for correctly scanned barcodes. There is no sound at all for the other two (scanning error and Release action). Is there a setting in the Acumatica mobile app to enable these two sounds?

I have two GI’s, ICSCallLog, and ICSCallLogUser.  ICSCallLog is for use by Administrators.  It has an Entry Screen to open my custom screen when a row in the GI is selected.The second GI ICSCallLogUser has a Condition to only show records where CreatedBy = @me.When you open the custom screen while viewing the admin GI, then click the CloseCancel button, it returns the user to the ICSCallLog GI.When you open the custom screen while viewing the user GI, then click the CloseCancel button, it returns the user to the ICSCallLog GI.  I want it to return to the ICSCallLogUser GI so that they only see their records.I am thinking that I can add logic to the CancelClose action on my screen to redirect the user to the appropriate GI.This is the code I am trying to use://[PXOverride]public delegate IEnumerable CancelCloseDelegate(PXAdapter adapter);[PXOverride][PXUIField][PXButton]public IEnumerable CancelClose(PXAdapter adapter, CancelCloseDelegate baseMethod){ //see if current user is an Adminis

I created two subqueries.  One totals the sales booked by order date and the other totals the invoices billed by doc date.  When I add the two subqueries to the main query and try to filter on a date range I get the object reference error.Booked QueryInvoiced QueryBoth are grouping by date, the formula is makes the amount negative if a CM.ConditionsMain left joins invoiced query to booked query by date.Without the conditions the data is returned 

Anyone have a working import scenario to delete Project Template Tasks?Due to how the template format is in the screen, it seems that it cannot find the Project Template.  I tried a few ways even using the description, but it is unable to find the record. Client uses two segments for their project task record, and it looks like the screen only shows the first segment and this might be part of the problem.When you pass the template ID with two segments it says it doesnt exist.I can use the GI but as there is about 2800 records this takes some time.

Hello all!We are looking at implementing paperless picking and I am running into a road block. I have found the topic of short shipments discussed over and over, but I have the opposite problem. Example:Item 123 has to be sold in multiples of 6. A sales rep accidently entered 5 in their sales order, and created a shipment. The picker knows this item must be picked in multiples of 6, but cannot enter 6 on the scanner. The overship threshold on item 123 is set to 999%, so that is not the issue.Is there a setting I need to change like the short shipment confirmation? (and if there is why isn’t it in the same place?)

We have multiple branches. How can i get my “Controller” dashboard to show all of those widgets for just one branch and not show it for all branches in total?

I’m attempting to add a parameter to a Dashboard for the Branch.  I will then use that parameter in the widgets for that dashboard.  (Goal is to get a branch-specific dashboard.) When I went to add the parameter, I’m not sure which Schema Object to use to find a field for the branch to use in the parameter.  Ideally, I’d like to have the parameter populated with a value for the Current Branch. Any ideas on this would be greatly appreciated!

Hello, We are working with the client on quotes being auto sent out of the system. The GI is built off of the CRQuote table and that is the entity we are trying to link the email activity to. Therefore it is not a join issue.  The schedule is auto processing and attaching the quote, but it will not write back to the CRPM Time Activity. Basically it is not creating the email activity as it should based on that entity field being linked.  See attached of where it should be writing to.  Attached  is proof of the email processing.  Anybody know why the link to entity is not working?  

I have the multicurrency accounting enabled. My loan account is in USD, but the funds went into my CAD account. I have exchange rates going into the system daily. It will not let me post to my CAD bank account. Or any other bank account.  I need help on a Sunday of course. I’m hoping someone sees this and can answer me.  I attached a screenshot 

Hi Acumatica Fam! I hope everyone is doing well.I have created a basic Import Scenario to add new customers and update existing records. Everything is working correctly, except for updating the Default Payment Method under the Payment Method tab.By default, the system pulls the settings from the Customer Class, but some new customers require a different Payment Method. Has anyone successfully updated this specific field via an Import Scenario?I’ve attached screenshots of my current Import Scenario and the specific field I am trying to update for reference.   

I am trying to create a dashboard widget for unassigned opportunities from the Opportunities generic inquiry.The filter would be:    Opportunities having a status of open or new    Owner ID is empty.However when creating this filter, there is no option under the Ownder ID for ‘Is Empty’. Nether is there one for assignment date. Whe creating a chart using the AI Assistant on the above criteria, I see on the filter for the widget, the filter shows as follows:How does one replicate this on a widget such as the one I have tried to create form a dsshboard?

Hello all,I have been trying to fetch the GIs from Acumatica and push to Power BI. I installed the Power BI desktop version, created a new API user in Acumatica with admin and OData roles assigned.Selected Get Data → OData option in Power BI:  Entered in the URL:https://Application site domain/odataFYI, Its a multi tenant site. and then clicked on connect, after entering in the password:I tried to login using the “Basic” menu in the left pane also, but triggers the same error. Can anyone guide me on this how can I get this connected?The PowerBI username being used here is of UserType=API in Acumatica.Thanks.

First, I’m not even sure what I want here is possible, but seems like if it is this is the place.I’ve got a completely custom form that shows information about a linked products record. I’d like to have a grid that lists the notes, but have an option for a split screen that shows the detail of one field (aka the content of the note) adjacent to it and is displaying the note content for the selected row.Is this a possible thing? Desired content detail would display in the box with the arrow. 

I’ve got a custom field that is Int64. It’s holding a key value from another application. It’s correctly stored in the DB as 16 digits, but the UI only displays 14. This was the same in Classic UI, but I could force it to use display as a string and all was well (it’s rarely if ever entered by anything than the integration code or an Admin, so digit checking not important.)I was *hoping* that modern UI would ditch the 14 char limits, but seems like no. How do I make modern UI display all the digits?Thanks in Advance!

 Hello,Has anybody figured out how to display the tooltip on a field? I am trying to follow the options here without much success: https://help.acumatica.com/(W(11))/Help?ScreenId=ShowWiki&pageid=b510e5fb-72c3-42f5-a48c-39dda10f0accHow it was displayed on the classic UI (ASPX):<px:PXDropDown runat="server" ID="edUsrTBBRPDValidationBrand" DataField="UsrTBBRPDValidationBrand" ToolTip="Controls validation behavior when Brand is missing or invalid during XYZ Product Data processing. Options: None (no validation), Warn (display warning), Error (block processing)." />Here is what I’ve tried:.ts File:import { Messages as SysMessages } from "client-controls/services/messages";import { createCollection, createSingle, PXScreen, graphInfo, PXActionState, viewInfo, handleEvent, CustomEventType, actionConfig, RowSelectedHandlerArgs, PXViewCollection, PXPageLoadBehavior, ControlParameter, localizable } from "client-controls";import { INSetup } from "./views";@localizableclass LocalizableSt

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 Karthik Gajendran - Acumatica Community Featured Member for April 2026Meet Karthik Gajendran our Acumatica Community Featured Member for April 2026. It’s great to have you as part of the Acumatica Community ​@KarthikGajendran! Acumatica Community Webinar - Data by Design II: Take Acumatica’s Report Designer to the Next Level - April 21, 2026Ready to go beyond the basics? This intermediate session builds on Data by Design. If you’re comfortable modifying reports and working with data, it’s time to unlock more advanced capabilities that give you greater control and flexibility.RSVP HERE Acumatica User GroupsNew! Indiana Acumatica User Group, Construction Customer User Gro

Hello Friends,I have a few questions for those who are Amazon Sellers and use Acumatica, of course. I would like to know if someone has experienced what I am going through currently and if you wouldn’t mind sharing with me how you handle it?A few notes about us so you have a better understanding, we get hundreds of orders everyday, we do not have Amazon payments connected to Acumatica so we manually process payments for every order in bulk. I also believe the person who was before me did things incorrectly and she trained me and so I feel like I am making our books not have accurate information because of that.First question, I was wondering if you could tell me how you make sure that all the orders that Amazon says you have are in Acumatica? Currently I download an All Orders report for the time frame I want, and then I have a report in Acumatica that pulls all the sales order for the same time frame (I might do a few days overlap in case of delayed transactions). I then do a Vlookup

I have a customer who needs to add Shareholder Insurance (SHI) to every payroll. It needs to go in as an Earning and out as a Deduction (Gross up/Net zero).Is there a "recurring" feature in Payroll that I’m missing? I cannot add the SHI Earning Code to the Compensation tab on the Employee Payroll Settings (PR301000) screen because of the Earning Type restrictions.How are you guys automating this so the client doesn't have to manually add these lines to the paycheck every month?

In a Sales Order, add the linked Purchase Order in the Sales Order line for each SO line item.  (SOline.PurchaseOrderNbr). If the PO Nbr was added in the SOLine DAC, you could have a Sales Order Generic Inquiry that listed Sales Orders with the associated PO for each line item in the Sales Order, thus enableing you to quickly check on Purchase Order when a customer calls to inquiry about a Sales Orders. Often, a Sales Order is assoicated with more than one Purchase Order and you would have the ability to display the associated PO with each line item on the SO.