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i have a client who is using task, item and cost code on their cost budget.  everything has it’s own description (task is filled out on the task tab of the project) however, when i add the cost code to the cost budget, the description inputs the cost code description, not the task description or the item description.  i was wondering if there was a way to change what description defaulted to that (ideally, i would like the inventory description to populate in the field): 

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: 

Has the functionality of the Expense Claim screen changed?  Our accounting admin was previously able to place another user’s expense claim on Hold and/or Release it all right from the expense claim screen.  But now it seems that only the creator, claimer, or a delegate can place it on hold.  And the release button has disappeared.Has anyone else seen this change?  She has admin permissions and she is above everyone in the company tree. But she still is unable to correct or release a claim from the claim screen.  She can only release it from the “Release Expense Claim” screen which is time consuming to and difficult to flip back and forth.

Hello, currently I’m using Acumatica 2026 R1. I’m running into an issue after Convert to Modern UI for screen IN304000. Steps to reproduce : Open screen IN304000 Convert to Modern UI (generates IN304000.html, IN304000.ts and views.ts) Opens a project in Customizations Project Add Modern UI Files → Select IN304000.html, IN304000.ts and views.ts Publish projectAfter publish, I encounter error log like this : [2026-08-14 06:41:23.069] 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=AR303000,CZ102000,IN304000,SO301000,SO503000ts-loader: Using ts-patch/compiler@5.5.2. This version may or may not be compatible with ts-loader.More build info can be found in logs:D:\IHSG2024\NodeTemp\IHSGDB\_acu_build-tools-106352351393400.logD:\IHSG2024\NodeTemp\IHSGDB\_acu_transformers-106352482563700.log[1m[31mERRO

We use Sales Order (SO) Invoices for all our Field Service invoices.  Our SO Invoice has its own report design, which is different from that of an AR Invoice.  The invoices for Service Contracts ONLY use the AR Invoice report. Because we have several companies, we cannot modify the AR Invoice report to meet our service company’s specific needs.  I have submitted a case to Acumatica.  We are told that Service Contracts only use AR Invoices.  To use the Sales Order Invoice, a customization is needed.  This makes no sense to us.  We should be able to use our SO Invoices to bill a Service Contract.  We believe this should be an out-of-the-box feature.Does anyone have recommendations for using the SO Invoice for Service Contract Billing?

The method in which retainage for Proforma/AIA invoices is done, is causing extra work on our team. With Acumatica's method of not being able to run an invoice and a retainage invoice with the same date has a high risk for error and corrections. A product enhancement to change the function and flow for retainage invoices that require an AIA should be looked at. Our legacy system allowed us to process these easier. Is there anything in the works to enhance this function?

Is it possible to merge duplicate Vendor accounts into one?

I’ve noticed over the years that a string like .../(W(104))/… can be found in URLS, but I’ve never been able to determine what this indicates.  I can create a link without this section of the URL, however it resolves back with a number when the site comes up.  Can someone help me understand?

Hey community, wondering if anyone can speak to issues with field team members having connectivity issues with Acumatica on a server hosted instance versus cloud based? We currently host on our server, but our team members occasionally have problems in the field when leaving a job and it not registering in Acumatica. Curious, for users who have tried both or just utilized the cloud-based system, do you encounter issues with team members trying to “complete” an appointment and connectivitiy issues prevent from doing so?

In 25R2 I have an admin user account that has access to the AR Invoices and Memos, yet when I try to access the odata for the DAC, I get a 403 after entering my credentials.https://url.acumatica.com/t/tenant/api/odata/dac/ARTaxTran?$top=1The same user works on other DAC level odata endpoints. I also tried the odata4 url string:https://url.acumatica.com/ODatav4/tenant/ARTaxTran?$top=1I assume I’m missing something simple :-)

Trying to re-publish customisation as I am missing endpoint in copied Tenants.  Was hoping the missing endpoints will get created during the republish of customisation.  I am getting the following error.  Any idea what access level I need for my user. 

We are trying to use a push notification to send inventory data from a GI to an outside system. We have created several other push notifications that are working as expected but our inventory push is not.We are currently using px.objects.in.inventoryItem as our table.Results tab: InvenotryID, SiteID, LastModifiedDateTime, & QtyOnHand.Nothing is hitting the push when inventory updates. Thanks,

Is there a way to take information on the Stock Item page and display it on the line when that part is chosen for a Sales Order?

Hi,I am creating a new Inventory Item Label with a QR code. This report is intended to generate inventory by warehouse and will be used with the Scan and Count feature in the Acumatica Mobile app.At present, the report is displaying as blank, and I am unsure of the root cause. I would greatly appreciate professional assistance in resolving this issue. Thank you.

Hi Team,When we select InventoryID in Sales Order screen, it should show Popup of InventoryItem “Add Pop-up Notes”. When we create Sales Order via Processing screen, it throws error.How to avoid this popup trigger while creating Sales Order via code? This is the code piece triggering for Popupprotected void _(Events.FieldUpdated<SOLine, SOLine.inventoryID> e, PXFieldUpdated baseHandler){    baseHandler?.Invoke(e.Cache, e.Args);    if (!Base.IsContractBasedAPI)    {        SOLine line = e.Row as SOLine;        if (line?.InventoryID == null) return;        InventoryItem inventory = InventoryItem.PK.Find(Base, line.InventoryID);        if (inventory == null) return;        string note = PXNoteAttribute.GetPopupNote(Base.Caches[typeof(InventoryItem)], inventory);        if (!string.IsNullOrEmpty(note))        {            _inventoryNoteText = note;            _askInventoryNote = true;        }    }} Thank you

How would I run a report to show me the open AP documents for a specific period? Currently the reports are not tying because the AP bills were paid in a future period, so they seem to be omitted from AP Open Documents by Vendor. Our AP Aging report won’t work because it doesn’t seem to handle retainage documents.Any ideas on how to accomplish this? Is it a feature out of the box?

AP Check Form - Anyone already have a template with check in middle and remittances at top and bottom?Please see attachment sampleThanks.John

Hi Community,No better way to learn more about our community than hearing directly from our Acumatica Community Manager, Chris Hackett! I wanted to invite all to listen in on a conversation about the Acumatica Community later today! Chris and I will sit down to answer some questions about how it can be helpful both to consultants as well as end-users. Please join us at 4:30 EST here: https://hubs.ly/Q04sDdp90We will post the recording below once it is ready also.See you there!-RJ

Wondering how others have dealt with this in the past or if there is an option or way through low code no code options to handle this - when you are shipping in Acumatica there is no requirement to pack the items or pack the shipment in full. This can lead to data and reporting not really making sense especially when things like EDI or other integrations are involved. We would like to ensure that when someone is shipping that everything that was picked on the order gets packed into packages, but there is not currently a way to set this up.It seems like something simple that there should be an option for this already. How have others handled this? 

Greetings, Community Members. We want to inform you that we are actively developing updates for Acumatica’s Exchange Sync software in response to upcoming changes Microsoft has scheduled for Fall 2026. Our goal is to ensure continued compatibility and a seamless experience for our customers. This change is driven by a Microsoft deprecation of legacy components that Exchange Sync relies on. Microsoft now requires migration to newer versions of their software, and Acumatica version 26R1 is being specifically designed to align with these updated requirements.  We are also actively evaluating options to support this change in a prior release of Acumatica. We expect to share more detailed information within the next couple of weeks. Rest assured, we will continue to provide regular updates and support resources as the Microsoft deadline approaches. If you have any questions or need assistance with your upgrade planning, please don’t hesitate to reach out. The Acumatica CRM Team 

October 1 begins our fiscal year and all employees have received a raise. Is there a way to import the pay increases to all employees? I have already created a spread sheet with all the data that I believe is needed to import. Most of the earning codes are the same for a majority of employees. I am new to Acumatica but I am trying to learn as much as possible and I do not want to enter one by one.

I’m not sure what to do with Government Reporting this week.Whenever we try to process it through Aatrix it usually works fine. Starting last Friday it is giving us this error message when trying to run the Federal Tax Deposit:Any thoughts on what we are missing here?Thanks!

Hello,I am trying to make the records on the Approvals screen scrollable on Modern UI, rather than going through pages using the Next button. The screen is scrollable in Classic UI by default, without any screen-level change.For this requirement, I added a TypeScript extension as below: import {    removeDecorator,    gridConfig,    GridPreset,    GridFilterBarVisibility,    GridNoteFilesShowMode,    GridPagerMode,} from "client-controls";import { EPApproval } from "src/screens/EP/EP503010/EP503010";export interface EPApproval_P24KEPApprovalsRecordsPerScreen_converted extends EPApproval {}@removeDecorator("gridConfig")@gridConfig({    preset: GridPreset.Processing,    showFilterBar: GridFilterBarVisibility.OnDemand,    allowUpdate: false,    showNoteFiles: GridNoteFilesShowMode.Suppress,    defaultAction: "EditDetail",    pagerMode: GridPagerMode.InfiniteScroll,    adjustPageSize: false,})export class EPApproval_P24KEPApprovalsRecordsPerScreen_converted {} But even after publishing the

Hello, My boss is asking for an automated email of our inventory report every week. Currently we use a pivot table set up by our VAR to show our inventory at a quick glance.  however, i cannot automate this as an excel file email so i have to build a report. I’ve got all the data to show, however, each warehouse creates it’s own line. I’ve tried grouping, but that will only pull results for the BBPA location. I looked at possible solutions but adding =Sum to each line didnt work, grouping didn’t work, trying to hide the 0s in the conditions didnt work.  Any ideas on how to combine all of those lines into one single inventory line like the pivot table does?

We are using the  native Amazon Connector (BC201020), importing seller-fulfilled orders.I originally set up an item as a stock item and added its ASIN as an Alternate ID (Global type) on the Cross-Reference tab. We later decided the item should be a non-stock item instead. I created the non-stock item, removed the cross-reference row from the stock item (and saved), and added the same ASIN as a Global cross-reference on the non-stock item.When the Amazon Connector imports an order containing that ASIN, it errors out saying the cross-reference exists on two items — both the original stock item and the new non-stock item.**What I've checked:**- Reopened the stock item (IN202500) — the cross-reference row is not visible on the Cross-Reference tab.- The non-stock item (IN202000) shows exactly one row for the ASIN, Alternate Type = Global.- Only one UOM row exists per item; no duplicates within either item.**Questions:**1. Is there a place other than the item's Cross-Reference tab (e.g., a