Discussion Forums

I’m trying to work out how to acheive the following and I’m confused:I’ve extended the non inventory item to contain details about licensing, options and if the product is licensed.I’ve made the required changes to the invoice entry screen so when an item is added the purchased options can be added. I have relaised i could of done this another way, but I’ll stick to my approach for now.When the license is paid I would like to create a seperate license record for each licensed item. We are using some external logic to create the key to ship to the customer.The license is managed on a seperate graph. How do I execute the create license action when the invoice is closed. The license logic is a long running operation.I have looked at workflows, but they only seem to be able to transition state. I have also looked at business events, with a cutom action on the Invoice Entry screen, but the custom Action is never available as a scenario. Can actiosn on grpah extentions appear in the Business

I’ve been searching and found where you can hard allocate Lot/Serial with Production Subassemblies, but in this case I am not using Lot/Serial numbers but I want to hard allocate the materials.The scenario is that the generated subassemblies should only be used in the referenced parent production order.   First, is there a way to do this and second is there way to make this happen automatically?

For use in 2027

When we access an email inside of Acumatica and reply to it, our Logo gets attached as a file attachment multiple times (like 5 times in the screen shot example). It only happens when we reply.I have three copies of our logo attached in “Companies/Visual Appearance/Report Logo and in Site Logo. I’m afraid if I delete these it will impact our invoices or other forms that have our logo.Has anyone experienced this, or could anyone give me guidance on how to resolve this. 

Dear ALL,I am wondering why the "File Upload" button is missing from the Invoice (SO303000) screen. I checked the Access Rights by Screen settings for this screen and I still see the "Upload" feature. Meanwhile, other screens like Sales Order, Invoice and Memos have a File Upload button.  Best Regards,NNT

Hi community,I am trying to remove the "Prepare Invoice" (Prepare Invoice / SO302000) button/action on the Shipments screen for a specific role called "Planner - MRP".However, I am running into an issue when setting the permissions in both Access Rights by Role (SM201025) and Access Rights by Screen (SM201020): In Access Rights by Role (SM201025): When I select the Prepare Invoice action under Shipments and change Access Rights to Revoked (Rechazado), it automatically reverts back to Inherited (Heredado). The "Applied to Nesting" (Aplicado al Anidado) checkbox is checked and greyed out/read-only, so I cannot uncheck it to break inheritance. In Access Rights by Screen (SM201020): Navigating directly to the Prepare Invoice node in the tree and selecting the Planner - MRP role shows Inherited, but the dropdown is locked or automatically reverts, and the "Applied to Nesting" box remains checked without allowing edits. Environment Details: Screen: Shipments (SO302000) Action/Button: Pre

We uploaded the latest version of our customization project and got back the following error, however nothing explains why the Project Name is invalid it publishes without issue on our instances.Could someone point me to what could be wrong?  PacejetIntegration252_102: OAuth import failed; native authentication fallback was used.PacejetIntegration252_102: {"log":[{"timestamp":"2026-10-19T16:20:28.5525052Z","logType":"information","message":"Create new project: PacejetIntegration252_102"},{"timestamp":"2026-10-19T16:20:28.5995972Z","logType":"trace","message":"System.Exception: Invalid project name\r\n   at Customization.CstDbStorage.ValidatePackageName(String name)\r\n   at Customization.CstDbStorage.CreateNewProject(String name, Byte[] data, Nullable`1 level, String description)\r\n   at Customization.CstWebsiteStorage.<>c__DisplayClass72_0.<ImportCustomizationProject>b__0(CustomizationResultData result)\r\n   at Customization.CstWebsiteStorage.ExecuteCustomization[T](Acti

Hi,I have created the import scenario shown below to reverse multiple invoices and generate credit memos.Is it possible to use the same scenario to update the newly created credit memos at the time of creation—for example, their descriptions and line details?I tested this by adding a Description mapping after the reversal action and before Save, but the description on the newly created credit memo was not updated.Is this is possible and, if so, how the mapping should be configured?Thank you! 

Has anyone managed to sucessfully add a new barcode step to a WMS form. My code appeared to working fine, but replacing the transitions breaks the confirm package and confirm shipment buttons for some reason. Basically in pick pack ship in pack mode, I need it to tell the user to scan a custom field value for the package. And it seems to works if I do this in a scanextension script: [PXOverride]public virtual ScanMode<PickPackShip> DecorateScanMode(ScanMode<PickPackShip> original, Func<ScanMode<PickPackShip>, ScanMode<PickPackShip>> base_DecorateScanMode){    // Call the base code to get the original mode    var mode = base_DecorateScanMode(original);    //return mode;      if (mode is PickPackShip.PackMode packMode)      {          packMode.Intercept.CreateStates.ByAppend(basis =>              new ScanState<PickPackShip>[] { new BoxPackageTransferLabel() }          );        packMode        // Replaces the previous implementation with a new one. 

Hi! We have an email set up in Acumatica that is specially used to receive AP Bills. Incoming Mail Processing tab on the Email Account is set up like below. It should be submitting any attachments to the Incoming Documents screen.However, we have not been able to receive any of the attachments unless I go to the Send and Receive Email screen and perform the action to ‘Receive All.”I thought the documents would be received automatically… do I need to perform the step to process “Receive All” every time new emails come in?  Thanks!

Hello! I have two e-mails stuck in ‘processing’ status that I cannot cancel and re-try even. But emails before and after to those two have been sent successfully.  Any idea on how to resolve this? Thank You!

If we have images attached to our stock items and a GI set up with those items and image URL’s.  Why do the images not export to Excel?  How do we get the export to include a visbible image? We just see the same woding, but not actual image in Excel… 

We need our techs in the field to be able to see the pictures we have attached to our stock items so they can confirm they are choosing the correct part when adding parts to an appointment in the Acumatica app.  Currently we do not see that as an option.  Should images be visible in the app?  How do you find them?  

Afternoon, I am trying to close a financial period and I am getting the error that there is an unposted production document. However, when I click the Unposted Documents to check for any unposted it returns that there are none. So at a bit of a lose on how to find this mystery document to release.  Thoughts?   

Over the past period our team at S4 Consulting has been building a Vietnamese Localization for Acumatica under Circular 99/2025/TT-BTC, the accounting regime Vietnamese companies follow from fiscal year 2026. I want to share the main technical gaps we found between standard Acumatica and Vietnamese Accounting Standards (VAS), and how we closed them. Hopefully this is useful for partners and customers working on other country localizations too.Why a localization is needed at allAcumatica is built around common international practice: multi-line journal entries, reports by account class, and an automatic year-end close into retained earnings. Vietnamese statutory accounting adds requirements that international practice simply does not have. Chief accountants are not asking for "nicer reports"; they need books and statements in prescribed formats that auditors and tax authorities will accept.Gap 1 - Offset account on every ledger lineVietnamese books (General Journal S03a-DN, account ledg

Although Acumatica UI has the ability to modify the theme color for tenants, the Report Does Acumatica plan to release a Dark Mode theme for this application? With so much white and whitespace that we’re working with, it would really help with the eye strain when editing such reports. Thanks for looking into it!

Hello everyone!We’re new to 2025R2 and currently testing in our sandbox. Of course being a Construction client and having been to Summit we’re excited about all of the new bells and whistles, most importantly we are looking forward to the Construction 360 Dashboard. Much to our dismay, we ran into a “lot of zeroes” after turning on the Modern UI and trying it out. However, we learned that most of the information can be populated through the Cost Projections By Date, and now have 13 out of the 15 columns populated with stats. This of course leads me to a few questions which I hope the community can help with:For setup purposes, does every Construction customer have to run the ‘Cost Projections By Date’ report each and every time they want to see updated stats? If that is the case, have you just created a Business Event to run this for all of your projects? (We currently have 43 active projects) And if so, do you run your Business Event to update on a daily, weekly or monthly basis? Even

Hello,Our Acumatica on version 25.200.001. After creating credit memo invoice and Releasing the invoiceby calling Invoice/ReleaseInvoice then I try to get the status of releasing invoice Invoice/ReleaseInvoice/status. First time call to get the status it fails and get 500 internal service errorseconde time Succeeded and I can status no content 204.Why it is failing always first time. I tried to but delay after release but same thing.

We have a client with multiple locations/warehouses.  They use Big Commerce as a B2B site where the customer needs to be setup first.  They are running into a couple issues I could use some guidance.Is there a way to display inventory availability by warehouse instead of just one specific warehouse or all warehouses? When a customer places an order the customer needs to have the all the items on the sales order assigned to the customer default warehouse, but it appears the integration changes the sales order line warehouse depending on availability.  Is there anyway to force the sale order line warehouse to be assigned to the customer warehouse only?Currently the client is on 20R1, but we are looking to upgrade them to 20R2.Thanks,Kurt

hello all,Is there any option to setup a user role in the approval maps. So if any of the users have been assigned a specific role then they have the right to approve it. Or is it possible only via setting up the workgroups?

Hi everyone,Does anyone encountered that the UPS rate reflecting in Acumatica is not match with the UPS live rate. The calculation seems changes when the ‘Negotiated Rates’ checkbox is being modified.Checkbox is cleared - 220.61Checkbox is selected - 81.74Correct rate - 68.73Thank you!

Hi everyone,Has anyone experienced an issue where the live shipping rates for a UPS account are not pulling through correctly in Acumatica?If so, have you found any solutions or troubleshooting steps that resolved the issue?Any suggestions would be greatly appreciated.Thank you! 

I'm running into an issue with an Import Scenario built for the Vendors screen, specifically for updating T4A related fields (CRA Reporting Type, T4A Box, CRA Vendor Type, CRA Payroll Account Number/SIN) on existing vendors. Here's the setup:Data Provider: Excel ProviderImport Scenario mapped to the Vendors screen On the Vendors screen itself, the conditional requirement works exactly as expected. Individual vendors ask for a SIN, Corporation and Partnership vendors ask for a CRA Payroll Account Number. No errors when entering manually. But when I run these through the Import Scenario, I get two consistent problems:Individual vendor type always fail with "CRA Payroll Account Number cannot be empty," even though SIN is the field that should actually be required for that vendor type. It behaves as if the import is checking CRA Payroll Account Number regardless of CRA Vendor Type. Partnership vendor type import without any error at all, but when I open the vendor record afterward, CRA Ven

Hi everyone,I am working on Acumatica 26R1 and I need to make three specific fields (externalRef, subject, and ownerID) editable on the Project Quotes screen (PM304500 / PMQuoteMaint) across all document statuses, except when the quote status is 'Closed'.I attempted to achieve this using a standard graph extension with the RowSelected event, but the fields remain grayed out/locked on the screen: using PX.Data;using PX.Objects.PM;namespace PX.Objects.PM{    public class PMQuoteMaint_Extension : PXGraphExtension<PMQuoteMaint>    {        protected void _(Events.RowSelected<PMQuote> e)        {            PMQuote row = e.Row;            if (row == null) return;            // Goal: Allow editing only if the quote is NOT Closed            if (row.Status != PMQuoteStatusAttribute.Closed)            {                Base.Quote.AllowUpdate = true;                Base.Quote.Cache.AllowUpdate = true;                                PXUIFieldAttribute.SetEnabled<PMQuote.externalRef&

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