Discussion Forums

I have successfully added a Purchase Return record by running this BE as Trigger by Action. When I change it to Trigger by Record Change/Record Inserted, and add a new record to the GI, it does not run. I am using a Shared Filter of Return Approved in the BE; could that by why?GI and BE are attached.

Hi Team,In the Sales Order (SO301000) – Add Items / Inventory Lookup popup, the Inventory field is automatically populated based on the Inventory selected on the current Sales Order line using the FieldSelecting event.This implementation works as expected in the Classic UI. However, in the Modern UI, the same FieldSelecting logic only populates the Inventory value in the field but does not apply the filter to the grid.Expected Result:When the Add Items popup opens, the Inventory field should be populated with the Inventory from the current Sales Order line, and the ItemInfo grid should immediately be filtered accordingly, without requiring the user to manually enter or reselect the Inventory value.

Hi community,We are using Acumatica Manufacturing Edition and facing an issue on the Labor / AM301000 screen.We want to prevent shop floor operators (e.g., Laser Cut operators) from reporting labor on operations assigned to other Work Centers (e.g., Press or Packaging).Currently, when an operator enters a Production Order, the lookup selector shows all operations for that order (e.g., 0010 Laser, 0020 Press, 0030 Packing). Operators occasionally select the wrong operation by mistake, leading to incorrect labor reporting.We tried: Setting up shared filters/tabs on the Dispatch Center, but the lookup in AM301000 still shows all operations. Checking Restriction Groups, but Work Centers (AM) do not seem to be available as a restriction entity in standard CS102000. Is there a standard, no-code way (via Business Events, Generic Inquiries, or configuration settings) to restrict or filter the Operation ID lookup in AM301000 based on the logged-in user or their assigned Work Center?Thanks in

Hello,I have added the Mass Action Release to the GI Reconciliation Statements, but when attempting to release, the following error occurs. Unable to cast object of type 'PX.Objects.CA.CARecon' to type 'PX.Data.PXResult`1[PX.Objects.CA.CARecon]'. at PX.Data.PXFirstChanceExceptionLogger.ProfilerFirstChanceException(Object o, FirstChanceExceptionEventArgs args) at PX.Objects.CA.CAReconEntry.release(PXAdapter adapter) at PX.Data.PXAction`1.RunHandler(PXAdapter adapter) at PX.Data.PXAction`1.<Press>d__39.MoveNext() at PX.Data.PXAction`1.<Press>d__39.MoveNext() at PX.Data.Maintenance.GI.GIFilteredProcessing.<>c__DisplayClass36_1.<PerformAction>b__2(GenericResult rec, Int32 index) at PX.Data.Maintenance.GI.GIFilteredProcessing.<>c__DisplayClass35_0.<HandleProcessingExceptionsFor>b__0(GenericResult gr, Int32 i) at PX.Data.Maintenance.GI.GIFilteredProcessing.HandleProcessingExceptionsFor(GenericResult item, Int32 itemIndex, Func`3 action) at PX.Data.Maintena

Hi, can I please get your input on this scenario? A customer has 2 AR invoices in Acumatica and a payment is created separately using 2 different cash accounts. However, the customer transferred the whole lump sum payment to one bank account. This now appears in Bank Feeds for one cash account only and cannot be processed because the amount isn’t matched. I can’t clear and reconcile this, what is the best approach to fix? Thanks  

When is Finance, under Budgets I am trying to set up drivers.  I could not find any help/utilization documents on how the drivers work and how they can be set up.Can anyone point me towards any information on how to use drivers? 

After upgrading to 2026 R1, we're getting an error when running the Print/Email AR Documents screen (AR508000) against invoices to flag them as "Do Not Email." The error returned is:"Object reference not set to an instance of an object."We traced this to the invoice's Status field. Running the process on an invoice in Balanced status fails with this error. Running the exact same process on an invoice in Open status completes successfully. We checked the Known Issues list for 2026 R1 on the Acumatica Portal and didn't find this documented anywhere.Steps to Reproduce:Open the Print/Email AR Documents screen (AR508000). Select an invoice in Balanced status. Run the process (e.g., to flag the invoice as Do Not Email). Error is thrown (see screenshot below). Repeat the same steps on an invoice in Open status - the process completes with no errorJust wanted to flag this for the Acumatica team - looks like a bug that came in with the upgrade. 

Hello!I see that there are two fields naming Product Inventory ID and Parent Inventory ID on 'Inventory planning Results by Item' screen.Can someone please explain me the difference? Thank You

I have followed all the proper steps to set up the Outlook Plugin for Accumatica. I am able to click the add in and have it pull the name and contact from the email properly. I then want to log that email as an activity and I am able to do that properly. Once I am taken to the next page of the add in, I select the entity in which I want the email to be linked to. I then click “create” and then it loads for a second then I am taken back to the initial Log Activity screen. I check my accumatica and the email has not been uploaded. I am unsure of where the issue is occurring and I have checked that I have all of the proper permissions. 

Hi everyone, We created a set of custom screens under a new workspace/folder (SA* screens). In our development tenant, we configured Access Rights by Screen (SM201020) such that only our dedicated custom roles have access (Delete), and all other roles are set to Revoked  In the Customization Project, the screens were included under Access Rights.   The Issue: When deploying and publishing the package to existing test instances (where previous versions had been published earlier), the permissions work as expected—only our custom roles have access. However, when installing this package on a fresh, virgin instance/tenant for a customer, all roles in the system end up with full (Delete) access to our custom screens instead of having them revoked.   Any guidance or best practices would be greatly appreciated!  Thank you

In all the Sales Profitability Reports there are two flags to choose: Released Transactions Only and Completed Transactions Only.Released Transactions Only is easy to understand as it will display only released invoices or all invoices regardless they are released.My question is about Completed Transactions Only. What does actually mean completed transactions? I thought it was closed invoices but, based on the testing I did, it does not seem it is that.  

Good day CommunityPlease can someone assist me in try to find the node in the role permissions that will enable me to display the field below for a user. The user has full Delete permissions for everything I can find for Time & Expenses. Some of the nodes can’t be changed from Inherited to Delete, but if they are inheriting from an upper tier there should not be a problem, should there? I just can’t find the right node to make this field visible. Any help would be gratefully received.RegardsBarbara

Hello everyone in the community,I am working in the Acumatica Report Designer customizing the Accounts Payable report AP632500.rpx (AP Vendor Summary / Details). I need some help to solve a total accumulation issue with USD amounts in the group footers.Technical Context & What We've Done So Far: Currency filtering (CuryID): We modified the detail cells for the Monto USD and Saldo USD columns with a conditional so they only display data when the document is in USD and remain empty (Null ) for peso (MXN) vendors, avoiding visual duplication. Sign inversion: We applied logic to subtract documents of type ADR, CRM, and PPM. Current formulas in detail cells: Monto USD: =IIf([APRegister.CuryID] = 'USD', IIf([APRegister.DocType]='ADR' Or [APRegister.DocType]='CRM' Or [APRegister.DocType]='PPM', -1 * [APRegister.CuryOrigDocAmt], [APRegister.CuryOrigDocAmt]), Null) Saldo USD: =IIf([APRegister.CuryID] = 'USD', IIf([APRegister.DocType]='ADR' Or [APRegister.DocType]='CRM' Or [APRegi

Dear ALL,Is there a DAC in Acumatica that provides the opening inventory balance (ideally by period or date) for an item by Lot/Serial number without requiring customization?Specifically, I want to create an “Inventory In-Out-Balance Report by Lot/Serial” for each item by Lot/Serial number for any desired time range, as shown below. To create this report, I need a field that calculates the opening inventory balance based on the specific reporting period.  Best Regards,NNT

Hello,We are troubleshooting an issue with the built-in eSign / DocuSign integration after upgrading a client to Acumatica 2026 R1.The client’s Acumatica-to-DocuSign integration has been down since the upgrade. We are able to get to the DocuSign authorization screen and select Allow Access, but after DocuSign redirects back to Acumatica, Acumatica displays:“The connection to the eSign provider has failed.”We have been working with Acumatica Support and DocuSign Support, but have not yet found a resolution.Current findings:DocuSign Support has confirmed the following:The Integration Key / Client ID is valid. The Client Secret is valid. The initial authentication call from Acumatica to DocuSign is successful. The issue appears to occur after DocuSign authorization, when Acumatica attempts to complete the connection.Redirect URIs tested:We have attempted several redirect URI formats in DocuSign, including:https://denizenhome.acumatica.com/Pages/ES/ESign.aspxhttps://denizenhome.acumatica.c

Hi Acumatica Community!I’m releasing Acumatica Knowledge MCP, a free, read-only knowledge server for AI tools that support MCP.It gives AI assistants searchable Acumatica reference context across Help Wiki documentation, DACs and fields, OData entities, Contract-Based REST API entities, and Generic Inquiry XML examples.It does not require an Acumatica tenant connection. It is safe to use because it is read-only and does not write anything back to Acumatica.Setup is simple: add a single MCP URL to any agent or AI tool that supports MCP.Website with connection details and how it works:https://knowledge.acutools.netThis is the first public release, so feedback is very welcome. I’d especially appreciate hearing where the search results are useful, where they miss, and what Acumatica knowledge areas or tools you would like to see added next.I’m also happy to help anyone get it set up or answer questions.  

Quick question about the new Inventory release process introduced in 25R2: does the setting apply to a Tenant or the entire Instance when selected in the Production Preferences screen? We are interested in the feature, but of course we will need to test it to ensure compatibility with our workflows and customizations. The warning on the release notes is giving me pause:I don’t want to make a permanent change if it will break our manufacturing processes over in our production tenant. Thank you for any insight you can provide,

Hi Team,We have an issue with a progress draw project in Acumatica. After the second progress draw invoice was processed, there are new revenue budget lines created and negative amounts sitting in the pending invoice amount column. The positive amounts entered in the pending invoice amount column correspond to what the actual amount is currently short by.  The net impact is $0. The new lines were created by the system after the second progress draw was done. We tried running billing and invoicing the amounts, but they didn’t clear out. Why did this happen? And how do we fix it so we can process the next progress draw?Please advise

I was looking through the Acumatica new feature with 26R1 for Excel-Based Financial Reporting with InsightXL. Just wanted to see the experience with this? 

Hello all,I have an import scenario to create SOs from quotes and there are scenarios where the same item might exist in the quote before converting to an SO. Now upon running the import, since Acumatica would find duplicate values (Item IDs), it stops the routine. Any ideas how can I allow the routine to import the duplicate Item IDs in the single order?  Kindly suggest.

Has anyone tried ACUMATICA integration with Click Up or Monday as Project Management System for Asia region? Much appreciated for your information and sharing on how it worked also what are the challenges during implementation, Thank you

Currently, the system does not allow users to reuse a requisition when the associated PO is canceled. As a workaround, the existing PO must be deleted to enable the requisition to be reused and reprocess the bidding before creating a new PO. However, this approach is not recommended as it results in gaps in the PO numbering series. Rather than requiring the Purchase Order to be deleted, can we consider an enhancement that automatically reopens the related Requisition when the PO is cancelled, allowing users to reprocess the bidding and create a new PO without needing to delete the existing one?

I am currently looking for the installer for Acumatica Version 20.208.0031 and was wondering if there is any person might still have a copy saved. If you do, would you mind sharing it with me when you have a moment?I would really appreciate your help.

 I have some issue, automation schedule for calculate replenishment had some error like the photo. anyone know why is it ? and how to solve this thank you

Example :Inventory ID : B001How to i create 3 Barcode for B001 - BH, B001 - BOX, B001 - KARTON ?so, i can scan according the barcode,if i need 72 BH i can scan 1 - B001 - KARTON and 2 - B001 - BOX