Discussion Forums

Hi, I am new in Acumatica, My goal is to hide/show customization menu(New screen, GI) or my workspace items without depending on Acumatica Licensing or Features.xml, the cleanest approach is to make the visibility depend on my own configuration/permission, not Acumatica's licensing feature mechanism.

We have a project that is not yet approved, however there are already commitments (Purchase Orders) against it.  We don’t want Purchase Orders to be issued to suppliers before the project is approved.  How do we stop it, is there a setting somewhere?

Hello all,I was curious to know if we can setup the project numbering seq based on the below format:Segment 1: YearSegment 2 - auto numbring sequence. For example: if I have a project to be created in the year 2026 then the ID should be 26-001, 26-002, 26-003 and so on. However when the 2027 year starts then the Project ID should continue as 27-004, 27-005 and so on..Is this possible? Or what could be other suggestions?

In Payments in Application the Withholding Tax Tab seems missing in the modern UI while in the classic it is visible. I also tried to check the screen configuration but still the tab is missing. Is there any work around that is required or it is a system limitation for the modern ui? or is it already fix in later version?please see attached files   

Hi everyone Just wondering if anyone else is experiencing this issue in Engineering Workbench and Visual BOM. In BOM, the Subassembly Item BOM is set to Revision B.But in Visual BOM and Engineering Workbench, it pulls in BOM Revision A. Is this intended behaviour of these two screens? Revision A is not the default BOM for the subassembly. Thanks for your input. 

Hello everyone,We recently received an email from Shopify titled "Action needed: Test apps by Oct 1 for fulfillment updates." It lists our Acumatica ERP Connector (the custom app used by Acumatica's built-in Shopify connector) as possibly needing an update for Shopify's new "ship and pickup in one order" feature.Shopify is asking the app developer to test in their feature preview and then submit a compatibility confirmation form. The form asks us to confirm that:The app does not create, update, or delete merchant delivery (shipping) profiles (market-driven shipping), and The app correctly handles orders with multiple delivery groups and multiple fulfillment orders, such as one item shipped and one item picked up in the same order.We are currently on Acumatica 2025 R1 and plan to upgrade to 2026 R1 later this year.Has anyone else received this notice? I would really appreciate any guidance on:Whether Acumatica has confirmed that the Shopify connector is compatible with these changes, in

This morning, users with Microsoft Edge are having issues when typing into fields, such as the Inventory ID field in the Inventory Summary page, When they start typing, their typed characters immediately disappear, and they cannot complete typing in a part number.  This does not impact our Chrome users.Are there any other customers having this issue?

Acumatica version: 2026 R1, build 26.100.0175.5Issue:When the SO Order Type has "Use Shipped-Not-Invoiced Account" unchecked (no account configured), pressing Update IN interactively (via UI) correctly shows a confirmation dialog:"The shipped-not-invoiced account is not used. On the subsequent invoice, revenue might be posted to a different financial period not matching the COGS period. Update IN?"However, when Update IN is triggered programmatically - either via a custom graph extension calling updateIN.Press(), or via a Business Event/Import Scenario mapped to the Update IN action - there is no way for this confirmation to be answered. The action fails with a generic wrapped exception:"Error: The record cannot be saved."surfacing through PX.BusinessProcess.Event.ManualEventProcessor.TriggerActionEvents -> PXActionCollection.PressSave -> PXWorkflowService.CompleteOperationInternal -> PXGraph.Persist(), with no indication in the exception message or trace that an unanswered co

Using 26R1, I’d like to hide (Revoke) the Vendor tab on the Stock Items screen (IN202500).  Can this be done via role security?  If yes, ideas on the node that would control this tab?  I’ve tried the Stock Items and the Vendor Inventory nodes to no avail.

According to Configuring 1099 Reporting information in Acumatica, the name entered into the Legal Name box on the Vendor Profile should be displayed on the 1099. However, this not appear to be the case - the Legal Name showing here is Cheryl Ogle but the 1099 is still pulling from the Account Name field and adding Ogle Properties.  Please can you advise how we can use the Legal Name field to produce the correct 1099.

Hello all,I would like to understand if we can categorise the subaccounts based on the GL A/c that would be selected at the time of creating a transaction.So if I have a GL A/c = “Fees” and I have a range of subaccounts = “Accounting Fees”, “Legal Fees”, etc. so it should only allow the user to select the subaccounts mapped to Fees GL A/c codes only & not of any other.Kindly share your suggestions.

Hi, I am trying to make API calls with O Auth 2 Authentication but facing some issues, previously I used Authentication based on Cookie. So I followed the steps to create an O Auth 2 connection, create a client id, client secret with O Auth 2 Flow as ‘Resource Owner Password Credentials. The Bearer token is getting generated when I hit this access token URL “/identity/connect/token”. The issue is whenever I make an API call with the generated token I get a 200 response with No data (image attached).  First I got a response something like this :<script>    window.open("/Main","_top");</script>So I passed the Accept and Content-Type in the header and then started getting an empty response. (Note: A bulk import is happening from Acumatica using APIs, so is this because of API usage limits? I am not sure about this)I'm new to this system and wonder if I'm missing something. Thanks 

Understanding Alternate ID Resolution in Acumatica: Customer/Vendor Cross-References, SOLine.AlternateID, and INItemXRefAlternate IDs in Acumatica seem straightforward until an implementation has multiple customers, multiple vendors, historical SKUs, customer-specific part numbers, or reporting requirements.At that point, the important question is no longer:“Can Acumatica store a customer or vendor part number?”It can.The more useful question is:“Which alternate ID will Acumatica resolve for this transaction, and where should I retrieve that value later?”That distinction becomes important when troubleshooting Sales Orders, Purchase Orders, reports, imports, integrations, and conversions.Start With the Two Different Places Alternate IDs ExistThere are really two concepts to keep separate: The cross-reference master data associated with the inventory item The Alternate ID captured on a transaction line These are related, but they are not interchangeable.The item-level cross-references

 Wondering if anyone else is running into the problem where output format of LLM Prompt response being very inconsistent and display the raw JOSN into the output field. We have been using the LLM action to generate case closure notes for a while now it has been working great until recently when we upgrade to 26r1. I understand that the AI Studio requires JSON output, but from my understanding, once the response reaches to the closure notes tab of the case screen, it should display in regular text in the format we specify in the instruction.Every time when I test the prompt, the preview tab shows exactly how I want to see it. But when I click on the LLM Action button within the case, I would sometimes get the raw json with no additional formatting. If I say in the instruction that I don’t want any json or code blocks, Acumatica would throw an error saying system couldn’t parse output as valid JSON. Has anyone else run into this? And if you haven’t, what does your instruction or output f

Hello Team,I hope you are doing well.I would like to raise a concern regarding the performance and stability of the Acumatica sandbox environment. As an Automation QA Engineer, I have been experiencing significant issues that are impacting our automation testing efforts.One of the main challenges is the inconsistent and unstable page load times. The environment's performance varies considerably, which affects the reliability of our automated regression test executions and often causes test failures.In addition, we have noticed that UI element locators are not stable and frequently change or become unreliable. As a result, our automation scripts require continuous updates and daily maintenance to keep the test suite functional. This consumes a significant amount of time and effort that could otherwise be focused on expanding test coverage and improving quality.I would also like to note that these issues have been present in both the previous sandbox environment and the newly upgraded ve

Hello Team,I found the following error with payments.1. I have created a payment via API. The payment is being created successfully.2. Then I use a payment to allocate with invoice or credit memo via API to pay it.3. Send the payment with allocation to the invoice or credit memo to Acumatica via API.Acumatica returns the following error message:Payment update request returns the error message - "exceptionMessage": "An error occurred during processing of the field Reference Nbr.: Reference Nbr. 'AR.......' cannot be found in the system.\nPX.Data.PXOuterException: An error occurred during processing of the field Reference Nbr.: Reference Nbr. 'AR......' cannot be found in the system."When I repeat the same Payment update request after a period of time (in 1,5,10,20 minutes), Acumatica creates a payment successfully.Could you clarify what is the reason of this behavior?

For building an ETL pipeline to warehouse Acumatica data, are there any approaches to detect deleted records besides the traditional primary key comparison method?

Hello,I’m working on a customization that extends a standard Acumatica screen. I’ve added several new fields, and this customization is part of our module. When we deploy the module, we also want to deploy the related help content.I created a new Wiki and successfully added help articles for our custom screens. My question is: How can we deploy an updated help article for a standard Acumatica screen as part of our module?Any guidance or best practices would be appreciated.

Issue Audit History does not open when invoked from a record that is already displayed in a pop-up browser window. This was tested specifically in 26R1, Modern UI. Example Open a Shipment in Acumatica. Click Audit History from the Shipment. Audit History opens normally in the existing browser window. Return to the Shipment and click the related Sales Order. Acumatica opens the Sales Order in a separate pop-up browser window. From the Sales Order pop-up window, click Audit History. Nothing appears to happen. No error or pop-up-blocked notification is displayed. CauseThe browser's pop-up protection is silently blocking the Audit History action when it originates from an Acumatica record that is already running inside a pop-up window.This can make the behavior appear to be an Acumatica defect because there is no visible indication that the browser prevented the action. Edge Workaround For the Acumatica site: Click the lock/site information icon next to the address b

How can you see what the Project Accountant role actually provides access to?We would like to allow some users to use the ‘Reclassify Bill’ feature in AP, without giving them the ability to post costs to closed Projects.

Hello, From what I can see this is a common bug in 25R2; what we were wondering was what the most time efficient solution was for this bug. Currently, If it is stuck or unallocating, we clear the production and redo everything. We are an on-prem company so we do have direct db access: does anyone have a quicker way for us to fix this? Is there a scripting way we can do it?

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.

All,We are looking to apply finance charges to all past due invoices of 60+ days.Following are our steps from Calculate Overdue Charges:> Select Statement Cycle, date, etc.> Calculate> Uncheck box for all transactions> Filter to overdue days of 60+> Check boxes (selecting only those transactions to apply the finance charge)> Select ‘process’ not ‘process all’Acumatica is creating finance charges for ‘all’ documents and not to only the filtered values.Is there an alternate solve for this?

Sorry if this is a dupe. I'm sure it's come up before, but I wanted to see if anyone has actually got it working lately. I’ve seen a few posts, but they are older versions and I haven’t found any with it actually implemented, just general ideas.Basically, when we email an invoice using an email template, we'd also like the files attached to that invoice record to go out with it.If you've got it running, I'd love to hear how you did it and roughly which version you're on.Thanks in advance!

I am trying to figure out why my WIP report AM654000 is not corresponding to my WIP GL its not like i have multiple WIP accounts I have 1 but the ending balance on the GL is way less that the balance on the WIP report