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I am trying to update scheduled AR invoices detailed lines. They do have inventory IDs. Some have 3-5 detail lines. Having trouble getting the import scenario started. Testing multiple ideas.

   I’m trying to set an Automation Schedule for the Recalculate Customer Balances mass-process screen. The client hasn’t locked any periods, so the filter defaults to the first period in the system.In 24R1 I could use the Relative checkbox to adjust the period. In 25R1 Acumatica got rid of the box and says the date-relative options can be used, but I can’t enter @PeriodEnd in the Filters to Apply tab.Is it a permissions thing or roles?Release Notes2024R1 Auto. Schedule2025R2 Automation Schedule  

Summit 2026 Breakout Session Presentations - ManufacturingAttached are PDF versions of the PPT presentations from our breakout sessions. Material Requirements Planning (MRP): A Deep Dive into Acumatica’s CapabilitiesAligning Advanced Technologies in Manufacturing: APS, Human Data Collection, Factory Telemetry, Flexible Grouping and AI-Powered InsightsAcumatica Manufacturing Edition: Ask the ExpertsData and Reporting: Dashboards, Anomaly Detection and Reporting in AcumaticaDigital Sales Channels for Manufacturers: The B2B Ecommerce Playbook for GrowthERP Implementation: Avoiding Pitfalls and Driving Success from Implementation to Go-LiveInventory Tracking: Unlock the Power of Acumatica Lot/Serial TraceabilityManufacturing Costs: Strategies for Better Visibility and ControlManufacturing Processes: Powering Make-to-Order Manufacturing with AcumaticaOperational Efficiency: Advanced Scheduling & Shop Floor Optimization in AcumaticaProcess Manufacturing: From Formulas to Finished Goods—M

I’m trying to figure out why I can’t search for an Item Class.  I’m saving the ItemClassID to SQL even though the ItemClassCD is shown which is what I want.  However, my search is always throwing a “failed to convert parameter vale from a String to an Int32” popup box.Question: is there something that I’m missing to get my search to work?Here’s my DAC code:        [PXDBInt]        [PXUIField(DisplayName = "Item Class")]     [PXSelector(typeof(SearchFor<INItemClass.itemClassID>.Where<INItemClass.itemClassCD.IsNotEqual<Empty>>), SubstituteKey = typeof(INItemClass.itemClassCD), DescriptionField = typeof(INItemClass.itemClassID))]        public virtual int? ItemClassID { get; set; }        [SuppressMessage("Style", "IDE1006:Naming Styles", Justification = "DAC field BQL class uses same name with different case")]        public abstract class itemClassID : BqlInt.Field<itemClassID> { }Here’s my Grid:    <px:PXGrid ID="grid" runat="server" DataSourceID="ds" Width="

What is the trick to get a default value on this screen for the Warehouse? It is a customized screen vs a GI, but am not entirely sure. Does it need to be coded in, or can it be added in a simpler manner? Thanks   

Meet Will Howard our Acumatica Community Featured Member for March 2026. It’s great to have you as part of the Acumatica Community ​@WillH!Hi Acumatica community,I'm Will, I'm a Technical Escalation Specialist for MYOB, the regional OEM for Acumatica in Australia & New Zealand.  My days are mostly spent investigating strange issues that have stumped other people, and making the world better for businesses however I can. I help out implementers who have come up against a stumbling block. I've been with MYOB on and off since 2011, with a 4 year gap working for Focus Technology Group, where I was an implementation consultant for a range of ERP products.It was also my pleasure to be the first Acumatica MVP named in Australasia this year.Workwise, I love working with databases, process flows, and data. Bring me interesting problems!  My superpower is probably being good at holding/making entity relationship diagrams in my head and understanding how to join it together.On the forums you'

Looking for a report to print and remit for payroll run that includes the garnishment deduction amount + the information for the corresponding codes Garnishment Details fields in Employee Payroll Settings. If no native report, any direction on which table contains the Garnishment Details field data?

Hi Acumatica Community,I'm creating a Generic Inquiry (GI) that joins EPTimeCard and EPTimecardDetail using the TimeCardCD field. The goal is to display all EPTimecardDetail records, but only for Time Cards that are either: Pending Approval, or Approved Currently, when I join these two tables in the GI and filter by status, I only see records where EPTimeCard.Status = 'A' (Approved). I want to also include records where the status is 'P' (Pending Approval), and exclude On Hold and Rejected records.My join is based on:EPTimecardDetail.TimeCardCD = EPTimeCard.TimeCardCD However, the GI still seems to only return approved records.Has anyone successfully configured a GI to include both approved and pending approval time cards? Am I missing something in the join or filtering setup?Thanks in advance for your help!— Tharindu

I have InventoryItemBody in the report.How can I configure the field so that it retains its formatting when printed?Thank you. 

Team - can anyone explain why the Open AR Balance field is never 0 for invoices of the Voided status?  I’ve got a client who is asking if this can display as 0, but I can’t find anywhere where it can be configured.    

Hello!Didn’t seem to see this on the community, so I thought I’d ask. Is there a preferred way of connecting an Excel document into Acumatica? My goal is to be able to use the excel file to pull data for data-entry purposes in other forms.I’ve seen some free excel/acumatica connectors online but wanted to check if there’s a preferred/official way.I know ODATA links to PowerBi, but not sure if this would enable the same thing.Thank youJoseph

Hi Community, Trying to enter a new Task, and running into this error. Has anyone ran into this before? I cannot find any documentation on it.Cheers,RJ

We’re trying to use planning BOMs, but don’t understand how Acumatica intends for us to handle them. Does anyone know of a good resource that explains the intended functionality? What we are envisioning is:Engineering creates a BOM that is somehow designated as “Planning” This BOM would not be able to be used to create a production order This BOM would work for MRP planning At some point, engineering converts the planning BOM to a “real” BOM Then manufacturing can create a production order and proceed as normal. Is the above at all similar to the process Acumatica designed?

Could not load file or assembly 'Microsoft.Extensions.Options.ConfigurationExtensions' or one of its dependencies. The located assembly's manifest definition does not match the assembly reference. (Exception from HRESULT: 0x80131040)Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code.Exception Details: System.IO.FileLoadException: Could not load file or assembly 'Microsoft.Extensions.Options.ConfigurationExtensions' or one of its dependencies. The located assembly's manifest definition does not match the assembly reference. (Exception from HRESULT: 0x80131040)How can I resolve this issue? Thanks in advance for your help!

Hi AllFor the last few days I have been getting the error shown in the screenshot below in my Production environment which causes the application to be stuck on a loading screen. Any ideas on what cuases this and how to have it fixed, please? Currently to fix it, I restart the server because I’m not sure where else to check. My version is 25R1 and it is a PCS deployment. 

We are trying to create a new carrier for Easypost, and choose US units (Pound/Inch) for Carrier Units.  Both the LB (Pound) and IN (Inch) were defined in the Unit of Measure, however, only the LB is available for Pound, but the IN is not available for Inch in the Carrier Units section.  Does anyone experience the same issue?  Any suggestion would be greatly appreciated. We are using 2024 R2 version.  Thanks...

Hello everyone,I’m currently facing an issue with a Generic Inquiry (GI).I created a GI that retrieves SOLine records from SOOrder, and my goal is to calculate the Total Available Quantity for each item in non-pickable locations.However, I’ve noticed that for some records, the Inventory ID displayed in my GI does not match the Inventory ID shown in the Side Panel GI. In other words, when I select a line, the item shown in the side panel appears to be different from the one in the main GI result.For the side panel link condition, I am currently using: InventoryCD = InventoryCD Has anyone experienced a similar issue?Could this be related to joins, aliases, or the way the side panel is linked?Any guidance would be greatly appreciated.Thank you!

I’m looking to prepare and import an import scenario every morning at 3:00AM. It looks like all of the help topics for this are older versions of Acumatica. I’m in 25R1I suspect it’s a business event but none of the actions types seem to fit a specific schedule/time scenario. Thanks!

Pet food manufacturers are facing more pressure than ever, complex formulations, strict compliance requirements, and disconnected systems that slow innovation and limit visibility. Join DSD Business Systems for an exclusive Acumatica lunch & learn to explore how a modern cloud ERP can help pet food processors manage production, compliance, quality, and growth. 📅 Thursday, February 19th, 2026🕚 11 AM PST / 2pm EST You’ll learn about: ✅ Advanced recipe and formula management✅ End to end batch traceability and fast recall response✅ Automated quality and compliance (to meet AAFCO, FDA, FEDIAF standards)✅ AI driven insights to improve efficiency and control costs Register Today!

Meet Andrew Pistorius our Acumatica Community Featured Member for November 2025. It’s great to have you as part of the Acumatica Community ​@APistorius. I’m Andrew Pistorius. I get to serve as the CFO for Mid-States Companies (beginning in 2020).  We’re a vertically-integrated, family-owned and operated group of companies specializing in agricultural, industrial and commercial design, manufacturing and construction and have been an Acumatica customer since early 2022. Since implementing Acumatica, we’ve slowly transformed the way we operate the businesses to something that’s more date, process and systems based. One of the things that’s most exciting about the platform is that there’s always opportunity to optimize and automate.Prior to my time at Mid-States, I worked in both the manufacturing and construction industry for Fortune 500 companies.  In my time there, I learned a lot about ERPs, reporting, data and how real things are built (power plants, runways, grain terminals, wind tur

Hello,I have my task emails set up to send out when a user gets a new task. For some reason, the emails are only sending out once a day at 8:30am. What is the best way to get them to send out as the task is assigned?Thank You,Brent

Hi Everyone!Is there a way to set-up an item to only allow sales in specific increments? As an example, we might buy a roll of 1000’ of wire, but I only want to be able to use (via BOM) or sell (via SO) in increments of 100’. Is there a way to set that up?

I would like to do two things with one scenario, but I cannot get it to work for multiple records. The first record works fine, but all the others error with the message “The system failed to commit the Items Row”. We have multiple discount sequences “5” and “10” within a code “SALE”, which mark items as 5% or 10% off; nothing complicated. Some items got put into the 5 sequence that should have gone into the 10 and I would like to use an import scenario to remove them from one and add them to the other. Yes, I can do this as two different scenarios, but it seems like something that should be manageable all at once. It seems straightforward enough: go to one sequence, lookup the item with @@InventoryID and remove it, then go to the second sequence (same discount code) and add it. Oddly, it wasn’t working when I had a ‘<Line Number> = -1’ action to add the item to the second sequence. I can’t reset the InventoryID key in the second sequence; it just merges with the first key line.T

I am in the process of implementing a client with multiple companies in multiple countries.I am trying to set each companu up with it’s own bas currency but I haven’t got the option to do so.I have seen comments about certain things need to be enabled on tenant level and also, that you need to purchase extra features.Where can I see the tenant features that are enabled and where can I see if the extra features is part of the current license? Regards,Carsten

Hi All,We are trying to create an attribute using the Selector control type for the BOX ID field on the Boxes screen. We know the Box ID field lives on CSBox DAC, however, when we select CSBox as a Schema Object, Box ID does not show as an available schema field to choose. We are on 25R2 and have created a selector attribute before, any thoughts on why box Id field does not show? Anything special with this DAC or field?Thanks!