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Hello,I am trying to create order with payment details, but I am getting error “Inserting 'AR Payment' record raised at least one error. Please review the errors.\nCashAccountID: 'Cash Account' cannot be empty” even I am sending payment method to my payload. In my acumatica, I have two branches- BLASTLINE and STANIOS. For blasline, I didnt get any error when I am passing payment details. But when I am changing the branch with Stanios, it start giving me above error. Please help me in that. order creation payload- Thank you RegardsNamrata

Introducing the Prepayment Invoice to the customer’s business process.Why isn’t there an association of the Prepayment Invoice to the Sales Order.The Status of the order did not change, the Prepayment Invoice does not show with a status in the Payments tab, or on the Associated documents tab. If multiple people are involved, either multiple people would create the Prepay Invoice or have to waste time finding one to ensure it happened or they give up and it would happen sporadically if ever.   

Important Update – March 2026: Managed Availability Program Wind-DownWith the release of 2026 R1, we are officially closing the Modern UI Managed Availability program. Thank you to everyone who participated and provided feedback, your input helped shape the Modern UI experience.Here's what this means for you:On 2025 R2 or later? You can enable Modern UI directly from Site Preferences. No case or approval needed. On 2024 R2 or 2025 R1? You can request Modern UI on an upgrade sandbox. Reach out to your partner to get started. Already running Modern UI through Managed Availability? You can continue using it as-is. We recommend upgrading to the latest version to get the best experience and stay current.Looking ahead: As a reminder, Classic UI will be deprecated with the 2026 R2 release. Customers who upgrade to 2026 R2 will no longer have the option to turn off Modern UI. We encourage you to begin your transition now. Read the full Classic UI Deprecation Announcement and FAQ for details on

Hello. I’m trying to create a REST call to update a Sales Order record, and at the same time (if possible) to create a Change Order related to it.In my instance, the Change Orders are here, under this tab inside the Sales Order:  The reason why I need to create this record, along with my update to the Sales Order, is that my instance currently has a validation which requires to create a Change Order every time that the Sales Order is updated. For example, In the UI I see this prompt: Without this record, the changes made to the SO aren’t saved to the database.  ​​​Thanks, any advice would be greatly appreciated.

Hello Acumatica community 😀I'd like to know the best practice for creating a custom field on screens (Customer Payments and Supplier Payments).I need a boolean value that can be modified even after a payment has been closed.However, a custom field on the corresponding tables doesn't allow modification once it's closed.What's the best practice? Should I create a new extension table with the same key as the payments table?Or is there another solution?Thank you for your feedback.Have a good day everyone 😁

Below is the customization package for Accounts Payable Automation, powered by BILL. This customization allows you to utilize the embedded integration to BILL on prior versions of Acumatica.  For the customization to work, you must have a license to the BILL integration from Acumatica. Reference the Setup of Integration with BILL documentation in help for the setup procedures. Updated for Release 2025 R1 Service Pack 1 as of 4/24/2026. NOTE: If you previously installed the license for BILL, click the Update License button in License Management after installing this customization package to ensure you can access the latest features. Update History:Date Description June 24, 2026 Fixed Payment Ref. number on payments not generating when using certain payment method types May 27,2026 Fixed error when applying debit adjustments to bills using EPP based payment methods May 12, 2026 Fixed duplicate records displaying on the "Prepare Payments" (AP503000) screen Ap

I’d love to see this...but is it even possible?I have a screen showing some shipment package data. Against that screen we have a side panel configured for inventory adjustments. I DO enjoy that I can configure the side panel free of navigation parameters; but it would be nice if I could configure the side panel to inherit a default value based on the Generic Inquiry line cursor focus.EGI would love a default value based on cursor focus in the inquiry I recognize that there are some data we’d need to provide; for example in the UI, the Branch needs to be set, and THEN I can select the Inventory ID.But does anyone see a way to do this, ideally in-box?Thank you for any brainstorms.Arline

Hi everyone,We’ve recently upgraded from 24R2 to 25R2 and have encountered a strange issue with Employee Timecard/Summary/Summary Activity.In 24R2, users can enter their time spent per day of the week directly in the Summary Activity section (see left screenshot). However, in 25R2, this entire section appears to be missing, even without any customization published (right screenshot).This prevents users from entering their daily hours as they normally would.Has anyone else experienced this behavior after upgrading to 25R2?Thanks  

Scenario:An internal user (employee within Acumatica) receives an email from the Acumatica system email with an external email address. The internal user (employee) removes the external email addresses and replies to the system email. If the “Route Employee Emails” is enabled and Acumatica has the employee’s emails, the system (RouterEmailProcessor) will route the email to the external email address. Problem:Internal communications can get exposed to external users without the knowledge of the employee who replied to the email.  Solution:Turn off Route Employee Emails on System Email Accounts (SM204002) Final Thoughts:I don't know if this is a feature or a bug, but I would think it is bad practice to have the system take action that the user (employee email responder) did not intend. This has caused issues with customers who received responses that the employee believed to be internal communication. Is anyone else experiencing this? Please share if you have any best practices for handl

Has anyone been able to create a generic inquiry that can include both actual and budget numbers by period, account, and sub account? I can’t seem to find the right combination of relationships to get this to work properly.

Has anyone found a way to modify the default template used when creating an email from a Case? Something is automatically populating the subject line and To address, but would it require customization to change or is it something we can change easily?

We overproduce on our first operation sometimes. I want to be able to overproduce at that time. However, I do not want to allow for people to be to go crazy or not have the rest of the order qty’s controls in place that make each operation qty’s match.  Example set system to overproduce So, on operation 10 qty to produce was 100They were able to produce 150, and they complete 150 Then on operation 20 because system is set to allow over production, even though there are only 150 to make they complete 180.  I was trying to come up with the best solution so I could overproduce but keep the integrity of the locked system in place. Maybe some kind of buyoff and order adjustment? Operator triggers an over production buyoff, and some corrects the order qty? I don’t want to reinvent the wheel if something already exists.  

I want to set this screen to the Modern UI. How can I set 4 columns in each row? Is there an original Acumatica screen example like this?

i.m currently on an older version of Acumatica, testing in the sandbox for version 2024R1. I am using the Construction module and crated an invoice for a project. The invoice appears in all of the modules correctly, however, the issue i am having is with the Project WIP Report and Project WIP Detail Report. The Project WIP Report headings Revenue Recognized and Billings in Excess of Costs is showing the correct amount but the Period Billings and Billings to Period are showing credit amounts.In the two test scenario billings created and posted for the two projects, there were no debit or credit memos to cause a credit balance. It appears the credit balance is equal to the tax amount on each billing. In reading through the notes this is a known problem after the 2023R1 release. The proposed solution to run Recalculate Project Balances doesn’t seem to be working.Any ideas as to whatelse i could try?

Our company typically has 1,000 projects open at any time.  We also have over 1,000 stock items at our warehouses.  Any of these stock items can be used on a project.  How do we issue a stock item to a project where the inventory at the warehouse is relieved and the item quantity and cost are captured on the project?  This seems like a very basic scenario that is difficult in Acumatica.  Thanks for your comments.

I have a problem in Modern UI. In Classic UI I have 2 grids inside SmartPanel: Top grid: BZItemQuantityInq Bottom grid: BZItemLotInq When I click any row in the top grid, the bottom grid refreshes automatically and shows related data. Everything works fine there.  <px:PXSmartPanel runat="server" ID="CstSmartPanel1" Caption="Item Quantity Inquiry" CaptionVisible="True" LoadOnDemand="True" Width="1100px" Key="BZItemQuantityInq" AutoRepaint="True" AutoReload="True" ShowAfterLoad="True" CancelButtonID="CstButton8" CloseButtonDialogResult="No"> <px:PXGrid runat="server" ID="CstPXGrid2" AdjustPageSize="None" AllowPaging="True" SkinID="Details" Width="100%" DataSourceID="ds" SyncPosition="True" KeepPosition="True"> <Levels> <px:PXGridLevel DataMember="BZItemQuantityInq"> <Columns> ...... </Columns></px:PXGridLevel></Levels> <AutoSize Enabled="True" /> <AutoCallBack Enabled="True"

I have a customer who wants to be able to print out inventory item labels directly from the PO Receipt screen.They have developed a report (label) as a stand-alone screen where they can select the receipt number and it creates a label for each line on the PO receipt with the total line qty. They aren’t concerned at this point with have an individual label for each item received, though I’ve seen a number of suggestions on ways to do that on the community.However, I haven’t seen anything on how to incorporate this on the PO Receipt screen.I have tried doing this myself with an Action in a customization but the parameters don’t allow you to select the inventory item on the detail line to pass to the report (label):Am I missing something? 

Hi everyone,I'm facing an issue where adding a custom Decimal field to a grid breaks the standard Copy and Paste functionality in Acumatica. The "Paste" action either fails completely or only updates the first row of the grid.(This only happens in Modern UI)DAC: using PX.Data.BQL;using PX.Data.EP;using PX.Data;using PX.Objects.CN.ProjectAccounting.Descriptor;using PX.Objects.CS;using PX.Objects.IN;using PX.Objects.PM;using PX.Objects.TX;using PX.Objects;using System.Collections.Generic;using System;namespace MultipleProject{ public class PMQuoteTaskExt : PXCacheExtension<PX.Objects.PM.PMQuoteTask> { #region UsrSortOrder [PXDBInt] [PXUIField(DisplayName = "Sort Order")] public virtual int? UsrSortOrder { get; set; } public abstract class usrSortOrder : PX.Data.BQL.BqlInt.Field<usrSortOrder> { } #endregion #region UsrQty [PXDBDecimal(2)] [PXDefault(TypeCode.Decimal, "1.0")] [PXUIField(DisplayName = "Quantity")] public

To Configure Payment Receipts for Acumatica Payments  you’ll need three components:Payment Receipt report GI with the list of Payment Receipts to send Business event to send payment receipts once the payment is ready.As for the Payment receipt report, you just need to configure it the way you need. You can do it using Reports designer, see more here: https://help.acumatica.com/Help?ScreenId=ShowWiki&pageid=24b77bbe-0eb3-4d37-9350-071ae5743571 Here is an example I’ve created  The next step is to create a GI that shows only payments that you’d like to automatically print the receipts for. E.g. you’ll need payments that only use CC payment method and that are released and processed. And finally, you’ll need to create a business event that looks at the GI and creates a new email one the new record appears in the GI and set up Email notification for it.  Once you have that set up, every new captured payment in the system will automatically generate an email with attached receipt form an

What report can be used to review bin locations prior to inventory physical counts?  We can’t show it on a GI as we have multiple locations, but need to be able to review the report to identify updates needed.  

I’m new to Acumatica, does anyone know how it handles multiple approved manufacturers/part numbers per inventory item?Thanks in advance!Kathie

Hello everyone, I wanted to share a small but important detail about REST API behavior differences between Classic UI and Modern UI. I think the general expectation is that UI changes do not/should not affect API behavior. But it’s not completely true. The REST API behavior does depend on the UI of the mapped screen. The order of containers in which REST API processes the request is bound to the order these containers are defined in aspx.E.g. if you have the following mapping structure the order of writing Details and TaxDetails depends on which of these containers is defined first in the aspx of the screen.{"DocType": {"value":"Invoice"}, "RefNbr": {"value":"012345"}"Details": [...]"TaxDetails": [...]}When a user switches UI to the modern one, we do not have aspx anymore. But now, the order will be taken from the typescript definition of the screen. The same rule applies - the first container defined in the typescript will be processed first by the API.  That may cause an issue. If th

Does anyone know how to back up database? I want to start backing up our data periodically and couldn’t find the how-to anywhere. I am using Canadian Localization 25R1.Thank you in advance.

Does anyone know how often Acumatica backs up our instances when they are hosting them?Do they keep any historical backups or just the most recent?Nothing wrong, just a general inquiry. (see what I did there?)

I am having issues with number alignment in the Data Tables Widgets when using Modern UI.  All columns appear to be left aligned.  Any suggestions?