Discussion Forums

I’m trying to route the shipment confirmation document to separate printers based on conditions defined in a GI through an automated business event.I’ve done similar business events on the process orders screen, but this is my first time on the process shipments screen. I feel like there is an import scenario bug on the Shipments target object but wanted to share here in case anybody had ideas as I’m at a loss.This is the error I get. “0 records of 1 have been processed. The last error was At least one item has not been processed.”I’ve turned all of the “extra” parameters off to test and encountered the same error, so the error is either coming for the action or the shipment number key. I have also tried to run the action as “Print Shipment Confirmation” for kicks. No luck.Anyways, I appreciate your additional review. Thanks.  

I have received some requirements from users. They want to display a QR code payment image that is generated as a base64-encoded PNG from an external API.I need to show this base64 image on an Acumatica form. Once the user scans the QR code and completes the payment, we will receive a response from the API and continue with the next process.Please guide me on how to display a dynamic base64 image in Acumatica 2025 R2, for both the Classic UI and the Modern UI.

Hey, gang - our client gets an excel file monthly from one their customers to be imported into their system.  The issue is that the file may have Stock Items included within that are NOT in our Clients instance, nor should they be.  Nevertheless, they need the data associated with the item to be imported, but under a generic item.  In this case, the client wants the nonexistent Stock Item that’s in the Excel file to be renamed to a generic item (say, “GENERICITEM”) during the import scenario.  The client would prefer not to cross reference the existing stock item list with the monthly customer provided list and have the import scenario do the heavy lifting.  Is there a formula or a combination of formulas that can determine if a stock item is in the system and, if not, return a generic value?  Note:  Yes, you could cross-reference and update the spreadsheet beforehand or intentionally error it out and replace the errored items - I’m curious if there is a way to let the system handle th

We are almost ready for Go-live and the customer noticed that the description from the change request isn’t carried over to the Change Order. The process:Change request creation 00001 Click on the Create Change Order button to create the Change Order  While looking at the cost budget it’s empty. As seen on the screenshot below: 

Hi all,I need to create an import using the Close Production Orders screen.  The file upload in the Import Scenario will contain the Order Number and other details about all the completed prod orders.  Our process on closing the production orders is if it is completed by >= 14 days.Any help appreciated.Cheers,Laura 

Hi Everyone,We have customized the mobile app for the Scan and Transfer screen. Currently, the Save action is displayed; however, our requirement is to show the Release action instead, once all the steps are completed.Could you please guide us on how to achieve this?  

Important Notice for Acumatica’s HubSpot Integration: Action Required by April 30, 2026  (Originally slated for September 30, 2025) Hello Community Members. If you or your organization currently uses Acumatica’s HubSpot integration, please be aware of an upcoming change that will require action to maintain functionality.  What’s happening?  Due to a HubSpot API requirement change, the current integration will experience disruptions starting April 30, 2026, unless a solution is applied. To address this change, our engineering team is actively preparing the fixes for all supported versions of our software.What you need to do:  ​ Once the fix is released, you’ll need to work with your Acumatica partner to apply it to your environment to ensure continued integration with HubSpot. We’ll provide step-by-step instructions to make the process as smooth as possible.Stay Informed:  A fix has been provided.  Please see this Known Issues post for additional information.  Regards,  The Acumatica CR

[Survey Closed as Modern Activity Stream has been initially released in 26R1. Please contact me directly with any questions or concerns.  Thanks.] Hello, Community Friends, Are you interested in trying out a fresh, modernized Activity Stream in Acumatica? We have been hard at work updating the interface for viewing your customer interactions. With new features like customizable colored icons that help quickly identify activity types and a smooth, scrollable timeline, we believe this update will significantly streamline how you gather information. We are looking to try this for folks running version 25R2 and using the Modern User Interface but would love to speak to anyone interested.  If you'd like to be among the first to try this upcoming feature, please take a moment to complete this short qualification questionnaire. We’ll review submissions and respond within five business days to confirm your eligibility. Should you be selected, we kindly ask for your honest feedback to help us e

Hello all,I want to display the Barcode alternate Type from the Cross Ref tab in the Stock items (IN202500) screen. But unable to do so. i want to hard code in the join to only display the data for Barcode.Thanks.

When is the employee sales account used?

All of my Sales Orders in the Details tab show <SPLIT> in the Sched. Shipment Date and are empty when checking Line Details. The Sales Order has a Sched. Shipment date entered in the Shipping tab and the Purchase Order has Promised On date entered. I’m trying to understand why they are always showing <SPLIT> instead of the dates provided?

Hello Team,We have a client requirement to control or validate the posting/ creation of time entries against project budgets. Specifically, they would like the system to generate a warning notification when a user selects a project and task in a time entry and the recorded time exceeds the allocated budget. Ideally, the requirement is similar to the budget overrun notification that appears in the Purchase Order screen.   Can anyone please advise if there are any out-of-the-box configurations or possible workarounds that can be used to achieve this requirement?Thank you in advance for your guidance.-Yasali-

Similar to an older post, I ran into the same situation but have some more context and a more specific question. The ‘Invoice Payment Link Update’ is a straightforward quality of life process that triggers the payment link of an invoice to update when an invoice becomes ready for synchronization; very nice - clicks saved. However, we are seeing this out-of-the-box Business Event fail regularly.Digging into the notification itself in the Process Push Notifications screen, I noticed that every failed push notification JSON looks roughly like this:{Inserted values: {{INV: 000010}{needs_sync: true}, {INV: 000011}{needs_sync: true}},Deleted values: {{INV: 000010}{needs_sync: false}, {INV: 000011}{needs_sync: false}},Timestamp: 539096372739445064} Does two+ records being updated at the same time in the same notification cause business events with the ‘Trigger by Record Change’ to fail? Is there a different configuration to avoid this overloading? We regulary receive and process payments whic

We have just upgraded to 2025R1 and are trying to understand the inventory sources “Free Stock” and “Project Stock”. Main question described below:I’ve come across this basic description, but it’s not making sense to me based on our project settings: In our projects we have the inventory tracking as “Track by location”. For our projects we usually do “Project Drop-Ship” Purchase orders, so the inventory never shows up in our warehouse. Any inventory that we receive on normal purchase orders if available to be issued to any project.MAIN QUESTION: When processing inventory receipts or issuing inventory to a project, it now makes us choose whether it is “Free Stock” or “Project Stock”. We don’t want to classify it as such. Should we be worried about how it is classifying the stock? When issuing it to a project, the project will not be offered as a choice if we select “Free Stock” as you can see here: It only allows us to issue it to the project if we select “Project Stock” as the inventor

I am trying to add a DAC field to the Approve Clock Entry screen. I enabled it in the Customization Project Editor, and the field is displayed correctly in the Classic UI. However, the same field is not appearing in the Modern UI.  

Good day, has anyone perhaps ons successfully integrated with Deep Local Payroll (Payspace)  Th y are one of Acumatica’s API partners however I am struggling to post my ledgers from Payspace to Acumatica, the error I keep on getting is Your Acumatica login has expired. Please login and try againThis error pops up even directly signing in. I did setup a API user for payspace and I did send them the Client ID and Secret which they used to establish the connection, but I think I might be missing something. 

 I needed to restrict the SalesPersonID selection in ARTran so that users can only choose salespersons assigned to their organization, based on a custom field (UsrInternalCompanyID) added to the SalesPerson DAC. To achieve this, I attempted to override the selector using a CacheAttached event with a custom PXSelector that joins the Branch table and filters records according to the current user’s branch/organization. While this approach successfully limited the list of salespersons shown in the UI, it resulted in an issue where the selected value was cleared upon saving the document.Salesperson DAC extention public class SalesPersonAccessRestExtP : PXCacheExtension<PX.Objects.AR.SalesPerson> { #region UsrInternalCompanyID [PXDBInt] [PXUIField(DisplayName = "Company ID")] [PXSelector(typeof(OrganizationBAccount.organizationID), typeof(OrganizationBAccount.acctCD), typeof(OrganizationBAccount.acctName), Sub

Hi,due to the changes in the US regarding duties (800$ de-minimis), we have to collect duties from our customers in Shopify. This works very well, but if i’m correct, there is no solution/field in Accumatica to collect duties in sales orders.So now i’m struggeling how to import those values which i do have in my sales order in shopify to my sales orders in accumatica. Does anybody else have the same issue and already a solution for it?

Description:  Saw the discussion on duties for Shopify orders (thread #33785) and thought this might help others facing the same challenge.  We've built a customs intelligence add-on that connects to Acumatica and calculates the full landed cost for every purchase order involving  international trade.  THE PROBLEM  Acumatica doesn't have native fields for customs duties. Most teams either email their customs broker (and wait days), use spreadsheets (and get it  wrong), or create workarounds like tax IDs and non-stock items for duty amounts.  HOW IT WORKS  1. Click "Import from Acumatica" — select any open PO  2. Each line item is auto-classified into the correct HS commodity code  3. Full customs cost calculated: import duty + VAT/GST + anti-dumping surcharges  4. Required border documents listed (Bill of Lading, Certificate of Origin, etc.)  5. FTA savings flagged — if a preferential rate exists for your trade route  6. Sanctions screening on every trade route  7. Click "Push to Acuma

Hi, I’m working on a customization project to incorporate a side panel for our Bills and Adjustments screen, but would like to map the navigation parameters to the Detail Transactions grid so it can reference Subcontract Nbr and Project Nbr. When working on the customization I’m only seeing the limited fields tied to the source APInvoice for selection.Because our invoices are not setup for Single-Project use, I do not have an available Project field to map to. Is there anyway that I can establish this link for Side Panel display and ease of navigation for our teams?

What are my options for connecting Shopify to ACM? We have a Distribution license and from what i can tell, it is an additional cost to do the integration if you dont have a Retail license. What is the best and most cost effective way to get this set up?Thanks in advance! :)

Hi Everyone,In the GL620500 Report, I have added the variable in the DetailSection1 and would like to display Total Amount and Total Count in the Header but it is not working. Can you please review and provide your inputs.  

We are on 25R2 modern UI and using the New Release Process for Manufacturing.  I have seen two glitches so far, and wondered if anyone else has seen these in their instance:A Move that completes an operation no longer records Actual Start Date and Actual End Date in the AMProdOper (Production Details, routing section) table.  We have critical reports that rely on these dates, and they are broken right now due to this issue. The final Move (production receipt) for a linked Production Order to SO Line no longer allocates the inventory to the SO Line.  You have to delete the SO Line and re-add it to invoice the sales order.  The issue this creates for us is that the production order loses the link to the Sales Order, also breaking critical reports that help us report on stock product versus build-to-order product.I don’t see a way to undo the New Release Process, but I would like to.

Dear community!This customization package is applicable to Acumatica 25R1 and later versions.The package includes a generic inquiry that demonstrates the new project & construction reporting capabilities. The inquiry is provided “as is”.After publication of the customization package, in order to view the data for the existing projects, you need to run the recalculate project balances process.This customization package contains 3 generic inquiries. Two of them are used in the third generic inquiry “Project Bdg vs Actuals Through Date”, which gets added to the menu once you publish the package.This generic inquiry allows the user to see the date-through actuals and review the budget performance for a specific date (as the screenshot below illustrates). More information and demo will be provided in the 2025R1 Construction Partner Training session that is coming soon.Please share your feedback on this GI in the comments to this post.Thank you!

I am currently working on setting up the Shopify integration with Acumatica (2025 R1 Commerce / Shopify Connector).I am facing an issue with the Shopify configuration steps mentioned in the documentation. The documentation refers to steps that no longer match the current Shopify UI (e.g., private apps vs custom apps).Specifically:I am unable to find the exact Shopify settings referenced in the documentation The steps for creating API credentials seem outdated There is no clear step-by-step guide for Shopify Dev (Custom App) setup aligned with Acumatica 2025 R1Could someone please provide:Updated step-by-step instructions for Shopify (Custom App / Admin API setup) Required API scopes for Acumatica integration Any updated documentation or internal guide for 2025 R1 Commerce (Shopify connector)Any screenshots or clarification would be greatly appreciated.