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I'm working on creating a report that contains all of the contact information for the other trades we typically coordinate with onsite. Information would be found in the Construction module under Projects and the Contacts tab. I'm having trouble getting the coding to pull the correct information. Right now, it's pulling in a random contact that isn't associated with the project I am using for testing. I'm sure there is a table or relation that I am missing, but every time I make a change it gives me a new error. The other thing is each project could have several contacts associated with it that I would need to break out per role on the report. I would think that I could add some type of if/then statement for each role to pull to a different designated location on the report, but want to make sure this is even feasible before I invest too much time into trial and error.Element Properties for Contacts:Current Relationships: Current String: =[ProjectContact.ContactId_Contact_displayName] 

I need to create a fairly straight forward CSV payment file to a local bank.I have checked the standard exports and they are much more complex than I need.However, I am not sure where to find information like the vendors bank account info in the export scenario I am trying to create.Any assistance would be appreciated. Carsten

Hello, How can I solve this error when trying to create a generic inquiry and display the site, but encountering the message: "generic inquiry This field will not be displayed for the current user because the user has insufficient access rights or the required feature is disabled"? Thank you in advance.

I’d like to get a feedback on my Open source project of performance comparison of three databases: MS SQL, MySQL and PostgreSQL for 26 R1 preview. I’d like to hear how deep is my analysis, what else can be added or removed? And of course if that is worthy of attention. 

Many Acumatica users in field service, manufacturing, and distribution are manually chasing vendor warranty recoveries using PO Return Receipts, Cases, or spreadsheets — with no automated entitlement checks, approval workflows, or clean AP settlement.I’ve designed ( not coded, just designed ) with:Claim Candidate Detection Queue (auto-flags in-warranty items from Service Orders) One-click claim creation from SO/shipment/receipt with entitlement engine Vendor Claim Entry + Approval Queue + line-level vendor responses Settlement Workbench (AP Credit, Refund, Replacement PO, Off-invoice, etc.) Warranty Policies, Vendor Recovery Rules, dashboards, and full audit trailIt lives inside the standard Service Management, Purchasing, and AP screens (no external tools).Quick questions for the community:How do you currently handle vendor warranty claims and recoveries today? Would a dedicated module like this (with detection queue + automated settlement) save your team significant time/money? What

When setting the OrderQty field to 0 on the SO Line, a popup is triggered as expected. However, once the popup appears, the Details tab disappears immediately. After closing the popup by clicking OK, the Details tab becomes visible again. <template>  <qp-tab id="tab-Dsco-SO301000" caption="Dsco Info" after="#tab-Addresses">        <qp-template id="form-Dsco-SO301000" name="17-17-14">            <div id="divColumnAB-Dsco-SO301000" slot="A">                <qp-fieldset id="fsColumnA-Dsco" view.bind="CurrentDocument" caption="Dsco Information" wg-container="CurrentDocument_Dsco">                    <field name="UsrBZStoreCode"></field>                    <field name="UsrBZDscoPuNumber"></field>                    <field name="UsrBZDscoOrderCancelAfterDate"></field>                    <field name="UsrBZAknowledgeStatusInDsco"></field>                    <field name="UsrBZShipmentStatus"></field>     

Hi everyone,I’m working on a Generic Inquiry (GI) to build a sales pipeline for the last 3 months, mainly based on sales opportunities.The requirement has a couple of scenarios, and I’m a bit stuck on how to structure the logic.Scenario 1 – Opportunities without quotesIf an opportunity does not have any quote, then I need to consider:opportunities with an estimated close date within the last 3 months along with the stock item and quantity Scenario 2 – Opportunities with quotesIf an opportunity has quotes:there can be multiple quotes, but I only want to consider the primary quote in this case, I want to use the quote date (not the opportunity date) Here’s the tricky part:An opportunity might be older than 3 monthsBut it could have a recent primary quote (within last 3 months) Here’s the tricky part:An opportunity might be older than 3 months But it could have a recent primary quote (within last 3 months)In this case, I still need to include that opportunity in the pipeline.However, if I

Hi everyone,S4 Consulting team has recently completed initial testing of the Acumatica AI Assistant in the 2026 R1 release..The Acumatica AI Assistant works effectively with Vietnamese language.We tested multiple use cases using Vietnamese inputs, including:Financial summary inquiries Project profitability analysis Risk identification (cost overrun, margin variance) Cash flow insights and recommendationsThe assistant was able to:Accurately interpret Vietnamese questions Return structured financial insights Highlight risks and variances clearly Provide actionable recommendationsExample Use CaseFor a construction project, we asked:"Dự án Phú Quốc Resort lãi lỗ thế nào?"The AI Assistant returned:Financial overview (revenue, cost, margin) Actual vs budget comparison Profitability ratio Clear explanation in VietnameseWe further asked:"Rủi ro gì không?"The system identified:Cost overruns by task/category Margin erosion vs plan Cash flow risks (including retainage impact)ObservationsVietnames

Hi Community,At the 2026 Acumatica Summit, they mentioned that the hackathon teams showcased some really creative solutions using AI Studio and LLM prompts. This got me thinking:Is there currently a place where the community can share and discover AI Studio prompts?For example, something like:A shared prompt library where partners, developers, and customers can post prompts they’ve built The ability to browse or download prompts others have created Maybe even a way to rate or comment on prompts so the best ones surface for the communityI feel like something like this could really accelerate experimentation and help everyone learn from each other’s ideas.Does anything like this already exist within the Acumatica ecosystem?If not, would others in the community be interested in something like a community-driven prompt library for AI Studio?Curious to hear what others think and whether anyone is already working on something similar!

I upgraded my system from 25R1 to 25R2, and I have a snapshot of the old 25R1 system.In 25R1, on the Invoice and Memos screen, when I printed a report, it used the report ID from the Customer Class.Now, in the new version, it always uses the standard ‘AR641000’ and does not pick up any other report.I verified that my custom report ‘AR641001’ works correctly. It also works properly when printing from the SO Invoice screen.

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: 2026R1***Great news! Acumatica 2026 R1 is here, bringing a powerful set of innovations designed to help your business grow, move faster, and make smarter decisions. We've focused on four key themes: AI Everywhere, Real-Time Visibility and Control, a Unified Experience, and delivering even deeper functionality tailored to your specific industry. Will Howard - Acumatica Community Featured Member for March 2026Meet Will Howard our Acumatica Community Featured Member for March 2026. It’s great to have you as part of the Acumatica Community ​@WillH! Acumatica User GroupsNew! Indiana Acumatica User Group, Construction Customer User Group Re

In continuation with the below article, the current article explains how the same can be done in 23R1 and the difference between 22R2 and 23R1. Like in 22R2, in 23R1 there are out of box import scenarios for Template Item(Import Template Items), Matrix Item (Import Matrix Items). The Edit Template ID checkbox in the Item Class form which enabled the Template Item ID field in the Stock/Non-stock form is removed.  The Is a Kit checkbox is enabled in the Matrix Item which allows the Matrix Item to be created as a Product Kit. Check    All the above is done out of the box. Now to make the Template ID field editable in the Matrix item screen, the user has to publish the attached customization(“ImportMatrixItems2023R100.zip”) to this article. This customization package must be used only with 2023R1 and above.  There is a customization package for users who do not have commerce module as well. Check the attachment: “ERPImportMatrixItems2023R1002.zip” For 22R2, check    If the selected Templ

I have a scenario where the several pieces of equipment that need to be serviced and all the equipments are company owned and all in company location not in customer location. We have created these machines as Equipment records. However, when creating a Service Order, I am able to select this Equipment anywhere in the service Order.Is it possible to perform service for company-owned equipment through a Service Order and Appointment?

Hello,             Previously, AP505000 (process payments/print checks) are sorted by Reference Nbr. field. Now, we find in 2024R2 ,it changed to sort by Vendor ID/Vendor Name.             Is there a way to overwrite the default sort ,can we change back to sort by “Reference Nbr.”?             I prefer the way without code modification, that just using the tool Acumatica provided. But, if code customization is a must, please help.

Why does Service Time get deleted from the log when reopened? Specifically, when a person other than the individual assigned to the appointment uncloses or reopens the appointment. Is there a way to keep this from occurring?

Hello Community,Have a small issue - when trying to send an AR invoice we have placed 2 email addresses in the Account Email Field under “Additional Account Info”.  The address are separated by a semi colon ;   I cannot change this to a comma, it defaults to a semi.When sending emails, it will only send to the first email and not both emails.  I have found a couple similar issues here:https://community.acumatica.com/distribution-6/send-po-to-multiple-email-addresses-8956?postid=31480#post31480https://community.acumatica.com/distribution-6/sales-order-notifications-not-sending-to-all-emails-listed-to-send-to-7564 I have looked into both of these solutions, however I’m not sure which BUILD is being referred to in thread one.  In thread 2 removing the field in the “TO” field results in an error saying there is no Email address to send the notification to. Hoping someone may have insight?Cheers,​​​​​​​K2

We are considering changing from Shopify POS to Clover.Is anyone using Clover for POS, and if so is there a preference for which 3rd party connector is used?Thank you

I’m trying to condition a GI to only show shipments that were confirmed yesterday.Originally I was using ShipDate and was able to achieve this by using the following formula:SOShipment.ShipDate Equals =DateAdd(Today(), 'd', -1)But using the SOShipment.ConfirmedDateTime does not give me the same results (it actually gives me no results). 

Good day, I have Generic Inquiry that pulls data from Customer and Activities including email subject.  I have ten different Branches for the time being.  I am going to have more than 100 as some point.  I don’t want to create a different GI and then set them to the individual branch security roles.  The customer are set to Restrict Visibility for the customer account.  We don’t the Branch manager to see the other branch activities.  Any ideas?Thank you.Evam  

We are having an issue attempting to partially ship an SO line linked to a partially completed production order.  Work order/SO quantity is 100, we have 50 complete.  Selecting the SO line shows 50 on hand/ available / available for shipping, but none allocated.  Line details shows the below, which looks strange from what I recall in the past.  This hasn’t been an issue in the past but we recently upgraded to 25.201.0213.2 and this isn’t something we do often so wondering if it is a bug or some obscure setting that now needs to be changed.  Any guidance would be appreciated.  Thanks,Dan

I have the following issue with Modern UI:In one package I create a column.In another package I add a field / logic that depends on that column.Everything works fine when I develop Modern UI in Visual Studio — after build, all changes are visible on the screen and work correctly.But when I add Modern UI files into packages and publish them in another instance of Acumatica ERP, I get errors (field/column not found).I understand that this approach is not recommended, but I still need to make it work.Is there any way to handle this scenario? [2026-03-26 14:54:27.199] npm run build failed with output:> screen@0.1.0 build> cross-env node --max_old_space_size=6144 --optimize_for_size --stack_size=6144 --trace-warnings ./node_modules/webpack/bin/webpack -- --env production --env tenant=Company screenIds=AR301000,AR303000,BZ101001,BZ101007,BZ201520,BZ401005,BZ401022,BZ501011,BZ501012,BZ501013,BZ501014,BZ501015,BZ501017,BZ501041,BZ501066,BZ501071,BZIMAGES,CR302000,IN202000,IN202500,IN2030

I’m hoping someone can help us with a workflow hang-up we’ve run into several times. We are a contractor supply store and often place custom orders for customers or drop ship and/or ship material from our location to a jobsite.When we custom order products, we pass the our vendor’s shipping cost along to the customer unless we can add it to one of our normal stocking orders.When we drop ship, we add the shipping expense to the Sales Order.When we ship from here, whether it’s using the UPS integration within Acumatica or LTL freight, we add that expense to the Sales Order. What is the recommended workflow from Acumatica or something that works for YOUR company for charging customers before the exact shipping amount is known? I see a “create pre-payment” button next to the “create payment” button, and when we create payments there are options for “authorize” and “capture.” My understanding of these 4 is as follows - “create pre-payment” - pulls partial funding to be used toward the order

Hi All, Need help currently we are transitioning to the new 2025 R2 of Acumatica, by this I am trying to switch the Classic UI to the Modern UI, but the problem is when I am switching the UI to Modern UI all the customizations are not reflected to the modern UI, especially we have a customized button in Details tab of Opportunity, because we linked the Estimates on the Opportunities that whenever there is a created Estimated with the same inventory id on the details tab, after clicking the calculate price, the system will automatically calculate the price based on the margin code we specified.  Thank you

I am creating a purchase order approval workflow for a client. They previously used Purchase Requests with an approval workflow and are wanting to replace this with Purchase Order approvals.Their Request Approval Workflow conditions are based off Department and $ amount.  Currently it is not possible to setup Purchase Order workflows in the same way, as the Department Entity is not available.Can we add the department field to the Purchase Order header and add the department entity to the Purchase Order workflow?Additionally we would probably get the Purchase Order department field to default to the PO Owner (employee’s) department but they could select any department, as it will not always be the same department as the user who is creating the PO.Has anyone implemented a customisation like this before?

Good day,I wrote the attached WO Import Scenario.  It is said it processed without issue.  However, it not producing the write off document from the scenario.  I think it has to do with the selection/process action not working.Any assistance would be greatly appreciated.Thank you.Evan