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I'm building an integration that creates Sales Orders and Drop-Ship Purchase Orders via the Acumatica REST API (endpoint version 24.200.001 / a custom endpoint based on it). Once the SO and PO are created, the integration then links the PO and SO line via the API. Everything works correctly when the PO vendor matches the item's default vendor in Acumatica, but fails when using a non-default vendor.What works: After creating the SO and Drop-Ship PO, I release the SO from Hold, then send: PUT /SalesOrder?$expand=Details,Details/PurchasingDetails{ "OrderType": { "value": "SO" }, "OrderNbr": { "value": "SO-000123" }, "Details": [{ "id": "<soLineId>", "PurchasingDetails": [{ "POOrderType": { "value": "Drop-Ship" }, "POOrderNbr": { "value": "PO-000456" }, "POOrderLineNbr": { "value": 1 }, "Selected": { "value": true } }] }]}When the PO vendor is the item's default vendor, SOLineSplit records are auto-created by Acumatica when the PO is sav

I’m looking for guidance on a scenario I’m running into with non-stock Sales Orders, and would appreciate any insights or best practice advice.We are using Sales Orders to manage non-stock items (services / consulting type work). Our requirement is fairly straightforward from a business perspective:We create a Sales Order and progressively add lines over time We generate invoices from the SO as work is billed Occasionally, after an invoice has been released, we need to: issue a partial credit, or fully credit the invoice and then re-invoice The challenge is trying to manage both invoices and credit memos against the same Sales Order, while keeping the SO open so we can continue adding lines and invoicing in the future.What I am seeing so far:Using standard SO order types, I can invoice as expected, but there doesn’t seem to be a clean way to issue credit memos from the SO Using IN or MO order types allows more flexibility around mixed transactions, however these appear to complete or

We are launching a Shopify store and are running into an issue when trying to sync template items to Shopify variants. The way we currently have it set up it is creating variants in Shopify of the attributes that we created for the templates in Acumatica. Screenshot attached shows the two attributes “Shopify Range” and “Size”. But we only want the size to be displayed to customers. Is there a way for the matrix items to be synced but not have these attributes being created as variants in Shopify?Most of our products have multiple sizes, but never have a second variant type that you would need to choose from (eg: color, etc.).

I would like to tag each appointment or service order line with a code 001 through 011. This will determine which lines to group on the invoice with a total for those lines and a custom description. Eg. Material, Labor, Misc. These would be the only lines appearing on the invoice with a grand total.

Was anyone else part of the emergency maintenance done this past weekend?  We were apparently moved to a new server node or something, as both our Installation ID and external IP were changed.I’m not sure the reasons for the migration, but since users started to sign in today, our performance has been abysmal, at times completely unusable.  Our VAR has an Urgent ticket open with Acumatica support but I’m curious if anyone else that was part of this maintenance is seeing any issues.

I have a prospect that needs the ability for their sales people to map out sales calls when they go to an area.  For example, I am flying to Ohio for a week, and I have 25 customers that I need to see.  What is the best route to minimize drive time from each customer and what is the best order of go?  They do not need Field Service only CRM… 

I’m trying to configure DeviceHub to connect to my local development instance and I’m getting this error: Failed to connect to http://localhost/siteName/signalr/hubs/deviceHub serverI can’t find any related posts or information.

I am trying to release payroll and am receiving the below error. Any idea what could be causing this? When looking at the trace I thought it has something to do with PTO, but I removed PTO from the employees time and tried to release, and I am still receiving the error.  at System.ThrowHelper.ThrowInvalidOperationException(ExceptionResource resource) at PX.Objects.PR.PTOHelper.GetBankStartDate(PXGraph graph, Int32 bAccountID, PREmployeePTOBank employeePTOBank) at PX.Objects.PR.PRPayChecksAndAdjustments.CreatePTOBanks(PRPayment row) at PX.Objects.PR.PRPayChecksAndAdjustments.UpdateChildrenRecords(PRPayment row) at PX.Objects.PR.PRPayChecksAndAdjustments.InsertNewPayment(PRPayment payment) at PX.Objects.PR.PRPayBatchEntry.CreatePayments(PRBatch currentBatch) at PX.Objects.PR.PRPayBatchEntry.<>c__DisplayClass91_0.<release>b__0() at PX.Async.CancellationIgnorantExtensions.RunWithCancellationViaThreadAbort(Action method, CancellationToken cancellationToken) at PX.Async.Cancel

I am trying to create a production order from the production order screen and am getting the following error message:AM Error: The following error occurred when the system tried to copy the BOM: Unable to cast object of type 'PX.Data.PXSegmentedState' to type 'System.String'.I have checked the BOM and cannot find anything wrong with it. Has anyone ever seen this message or know what it’s looking for?   

I get this error when trying to patch either of my 26 R1 instances:[17:24:59 ERR] Could not find file 'Y:\Sites\Demo26R1\Bin\ac.exe'.The weird thing is that I successfully patched a 25 R2 instance which also does not have ‘ac.exe’ in ‘bin’ but it’s not a problem there. And I successfully patched one of the 26 R1 instances about a week ago.Here’s the whole output: Site: Demo26R1[17:24:58 INF] PatchTool version: 1.8.2.0.[17:24:58 INF] Verifying the Acumatica ERP version.[17:24:58 INF] Found version: 26.100.0175[17:24:58 INF] Requesting patch information from server: https://update.acumatica.com/rest[17:24:59 INF] Requesting patch information from the following server: https://update.acumatica.com/rest[17:24:59 INF] Collecting the checksum for patched files.[17:24:59 INF] File: PX.BulkInsert.dll, Checksum: E9DFCCA196B5DABE15B3C49F06FD30BAF6D421C24B9A0B565D81A056B920BF263A8F6CEF3BDB6AC2FBFA778AC0EC5A01DB2F83CF00DB6D1AE8F98809B373B6BF[17:24:59 INF] File: PX.CCProcessing.Fortis.dll, Checksum

Expand below for Table of Contents.Overview Getting Started  Capabilities and Limitations  Technical Architecture and Security  Troubleshooting and Best Practices    Acumatica 2025 R2 introduces AI Automation with AI Studio as an Experimental Feature, a secure and configurable framework that allows users to automate field-level updates within documents using AI-driven logic. The system interacts with large language model (LLM) providers such as Anthropic, AWS, Azure, and OpenAI. This feature empowers users to simplify repetitive in-document tasks securely and transparently.Read our release notes here. OverviewWhat is AI Automation with AI Studio? AI Automation with AI Studio in 2025 R2 enables users to automate field-level actions within a single Acumatica document using AI-powered logic. It helps streamline repetitive field updates or deletions directly within supported screens. Automation is always user-initiated through an action button.    What version of Acumatica supports AI Auto

Material and move completed from Operation 10 to operation 20, not all required claimedHi, we are experiencing issue where the required material quantity is not being claimed in the operation. Currently, the material and moves are done manually from the office. What are some of the reasons/ways to troubleshoot this? Thank you, 

An item was received into Warehouse A with an incorrect unit cost, but it has already been transferred to Warehouse B. The stock item uses the Average Cost method. Can we create an INV Adjustment to adjust item’s cost at warehouse B or we have to transfer it back to Warehouse A to adjust it?

Hi everyone, My name is Majed, founder at Omnizone based in London. I wanted to reach out to this community because I've been seeing a pattern that doesn't get talked about enough  businesses that have gone through a failed Acumatica implementation at the hands of a VAR and are left not knowing where to turn next.I currently work with clients who have already invested over $200,000 into their Acumatica projects, only to find themselves with an unusable system, missed go-lives, and a loss of trust in the platform itself. It's a tough place to be, and honestly, it's avoidable. At Omnizone, we specialise in rescuing and re-implementing Acumatica for businesses in exactly this situation. We come in, assess what was done, identify the gaps, and build a clear, honest path forward without the overselling and under-delivering.We work primarily with US-based clients but also support businesses across Europe, Australia, New Zealand, and Singapore, so time zones are rarely a barrier.If you or som

Hello all,i have been trying to setup an automation that should fire & email the report every Wednesday. Since the Ar Aging report as As of date parameter which takes the system’s date, but how can I set the same under automation & mail template → Attached report tab?Thanks.

How can I automatically print the invoice report so that it will be attached to the Activities section and automatically sent via email? Is it possible to make this work by simply clicking the Release button?

Hi Acumatica Community,Is there available screen in acumatica that shows overall response time or uptime globally.Please see attached reference below. Here’s also what we have but not suffice the requirements.https://status.acumatica.com/Thank you!

Is it possible to use HTML (or style sheets/CSS) to add a more robust e-mail signature at the end of an e-mail template in a report - either the code in the report itself or in an e-mail template in the system. Client is wishing to add their logo and formatting to an e-mail that is sent out with an invoice. Thank you in advance.

We’re using Acumatica’s WMS and we’ve run into an issue with a pick list that was started by one user but not confirmed. The original picker left for the day without completing the pick, and now the pick list is essentially locked—no other users can access it, either through the picking screen or the pack-out stage.Is there a way for a different user (such as a supervisor or another picker) to either take over the pick list or force it into a confirmable state so we can move the order to packing?Any guidance on how to handle in-progress pick lists that are abandoned before confirmation would be appreciated!

Report Designer option to render a text field as HTML .I have some text, images, tables and other RTB field data that want to print in report

We created an ARM Consolidated Income Statement with the following details: Report Code: CONPL Title: Consolidated Statement with Trees Issue:All units in the Unit Set are printing, including sub-units.Desired behavior:We only want the root-level units (directly under ROOT, such as AJ, AK, AP, AQ) to print.We do not want child units under those nodes to print (for example: AJ106030, AJ206030, AJ506030).We attempted to control this using Printing Group, but it appears that Printing Group only controls row/column visibility—not whether a unit itself prints.Question:Is there a way in ARM to prevent sub-units from printing within a Unit Set (for example via Printing Group, filtering, or wildcards), or is the only supported approach to create a separate Unit Set that includes only the root-level units intended for consolidated reporting?Any confirmation or best-practice guidance would be appreciated.

i am trying to setup Total row in ARM, after set formula in column. How do I display the total that I have created in the row set? I was asked to create a Trial Balance with an ending balance of Debit and Credit, as a result the column uses a fairly long formula. My guess is that because of the formula, the total row set cannot display the sum. or maybe because I am using a subaccount Row Set the total row set cannot display the sum. Thank you,Jefri

Hello Acumatica folks,Our emailing Statements fail to send, when the print invoices is NOT selected. But when the print statement is selected to the ones that did not process, they then process.  However we don't want to print and mail and also send an email.  If we have both selected we will print / mail and email.  We only want to email.  With invoices we select one or the other, not both.  How do we set NOT to print statements when we just want to email the statement?We can do one or the other or both.  We only want to do one task, not both.  For it to work I had to select both and that is not what we want to do.   Error Message:Email cannot be created for the specified report 'AR641500' because the report has not been generated or the email settings are not specified. We reviewed one account that worked and one that didn't work, one difference we notice is  that the one that didn't work doesn't have the Print statement checked, the one that worked does have this checked,   

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share Update to Acumatica Patch Release Policy - Effective May 2026  Community Poll | Non-Admin Access to GI & Report Designer — What Would Work Best for You? Change Order Billing - Tell us your workfow Chromium XSLT Deprecation Affecting Classic UI [Action Required] Acumatica Community Webinar - Customizing Acumatica Without A Developer II: Vibe Coding With Copilot - May 27, 2026Have you needed to customize something in Acumatica but didn’t feel comfortable doing so? This session builds on Customizing Acumatica Without A Developer session 1 (that covers how to utilize the low-code/no-code capabilities of Acumatica).  If you’re comfortable with Acumatica low-code/no-code

Hi, we have a subcontract that incurred backcharges for scope that was bought out by another company that ran the subcontract total amount into the negative. We recently changed our ERP to Acumatica and we are looking to track this backcharge but cannot process the change orders that run the subcontract into the negative.How can I track this negative commitment amount for my project buyout summary?ex. Subcontract A issued for $5,000. Subcontractor A failed to perform work and another Subcontractor B bought their contract for $5,100. We need to process a deductive change order for the buyout amount to accurately track the money owed to us by Subcontractor A for the increased cost of Subcontractor B.