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Hi everyone,S4 Consulting team has recently completed initial testing of the Acumatica AI Assistant in the 2026 R1 release..The Acumatica AI Assistant works effectively with Vietnamese language.We tested multiple use cases using Vietnamese inputs, including:Financial summary inquiries Project profitability analysis Risk identification (cost overrun, margin variance) Cash flow insights and recommendationsThe assistant was able to:Accurately interpret Vietnamese questions Return structured financial insights Highlight risks and variances clearly Provide actionable recommendationsExample Use CaseFor a construction project, we asked:"Dự án Phú Quốc Resort lãi lỗ thế nào?"The AI Assistant returned:Financial overview (revenue, cost, margin) Actual vs budget comparison Profitability ratio Clear explanation in VietnameseWe further asked:"Rủi ro gì không?"The system identified:Cost overruns by task/category Margin erosion vs plan Cash flow risks (including retainage impact)ObservationsVietnames

Hi Community,At the 2026 Acumatica Summit, they mentioned that the hackathon teams showcased some really creative solutions using AI Studio and LLM prompts. This got me thinking:Is there currently a place where the community can share and discover AI Studio prompts?For example, something like:A shared prompt library where partners, developers, and customers can post prompts they’ve built The ability to browse or download prompts others have created Maybe even a way to rate or comment on prompts so the best ones surface for the communityI feel like something like this could really accelerate experimentation and help everyone learn from each other’s ideas.Does anything like this already exist within the Acumatica ecosystem?If not, would others in the community be interested in something like a community-driven prompt library for AI Studio?Curious to hear what others think and whether anyone is already working on something similar!

I upgraded my system from 25R1 to 25R2, and I have a snapshot of the old 25R1 system.In 25R1, on the Invoice and Memos screen, when I printed a report, it used the report ID from the Customer Class.Now, in the new version, it always uses the standard ‘AR641000’ and does not pick up any other report.I verified that my custom report ‘AR641001’ works correctly. It also works properly when printing from the SO Invoice screen.

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 ***Introducing Acumatica Cloud ERP: 2026R1***Great news! Acumatica 2026 R1 is here, bringing a powerful set of innovations designed to help your business grow, move faster, and make smarter decisions. We've focused on four key themes: AI Everywhere, Real-Time Visibility and Control, a Unified Experience, and delivering even deeper functionality tailored to your specific industry. Will Howard - Acumatica Community Featured Member for March 2026Meet Will Howard our Acumatica Community Featured Member for March 2026. It’s great to have you as part of the Acumatica Community ​@WillH! Acumatica User GroupsNew! Indiana Acumatica User Group, Construction Customer User Group Re

In continuation with the below article, the current article explains how the same can be done in 23R1 and the difference between 22R2 and 23R1. Like in 22R2, in 23R1 there are out of box import scenarios for Template Item(Import Template Items), Matrix Item (Import Matrix Items). The Edit Template ID checkbox in the Item Class form which enabled the Template Item ID field in the Stock/Non-stock form is removed.  The Is a Kit checkbox is enabled in the Matrix Item which allows the Matrix Item to be created as a Product Kit. Check    All the above is done out of the box. Now to make the Template ID field editable in the Matrix item screen, the user has to publish the attached customization(“ImportMatrixItems2023R100.zip”) to this article. This customization package must be used only with 2023R1 and above.  There is a customization package for users who do not have commerce module as well. Check the attachment: “ERPImportMatrixItems2023R1002.zip” For 22R2, check    If the selected Templ

I have a scenario where the several pieces of equipment that need to be serviced and all the equipments are company owned and all in company location not in customer location. We have created these machines as Equipment records. However, when creating a Service Order, I am able to select this Equipment anywhere in the service Order.Is it possible to perform service for company-owned equipment through a Service Order and Appointment?

Hello,             Previously, AP505000 (process payments/print checks) are sorted by Reference Nbr. field. Now, we find in 2024R2 ,it changed to sort by Vendor ID/Vendor Name.             Is there a way to overwrite the default sort ,can we change back to sort by “Reference Nbr.”?             I prefer the way without code modification, that just using the tool Acumatica provided. But, if code customization is a must, please help.

Why does Service Time get deleted from the log when reopened? Specifically, when a person other than the individual assigned to the appointment uncloses or reopens the appointment. Is there a way to keep this from occurring?

Hello Community,Have a small issue - when trying to send an AR invoice we have placed 2 email addresses in the Account Email Field under “Additional Account Info”.  The address are separated by a semi colon ;   I cannot change this to a comma, it defaults to a semi.When sending emails, it will only send to the first email and not both emails.  I have found a couple similar issues here:https://community.acumatica.com/distribution-6/send-po-to-multiple-email-addresses-8956?postid=31480#post31480https://community.acumatica.com/distribution-6/sales-order-notifications-not-sending-to-all-emails-listed-to-send-to-7564 I have looked into both of these solutions, however I’m not sure which BUILD is being referred to in thread one.  In thread 2 removing the field in the “TO” field results in an error saying there is no Email address to send the notification to. Hoping someone may have insight?Cheers,​​​​​​​K2

We are considering changing from Shopify POS to Clover.Is anyone using Clover for POS, and if so is there a preference for which 3rd party connector is used?Thank you

I’m trying to condition a GI to only show shipments that were confirmed yesterday.Originally I was using ShipDate and was able to achieve this by using the following formula:SOShipment.ShipDate Equals =DateAdd(Today(), 'd', -1)But using the SOShipment.ConfirmedDateTime does not give me the same results (it actually gives me no results). 

Good day, I have Generic Inquiry that pulls data from Customer and Activities including email subject.  I have ten different Branches for the time being.  I am going to have more than 100 as some point.  I don’t want to create a different GI and then set them to the individual branch security roles.  The customer are set to Restrict Visibility for the customer account.  We don’t the Branch manager to see the other branch activities.  Any ideas?Thank you.Evam  

I have the following issue with Modern UI:In one package I create a column.In another package I add a field / logic that depends on that column.Everything works fine when I develop Modern UI in Visual Studio — after build, all changes are visible on the screen and work correctly.But when I add Modern UI files into packages and publish them in another instance of Acumatica ERP, I get errors (field/column not found).I understand that this approach is not recommended, but I still need to make it work.Is there any way to handle this scenario? [2026-03-26 14:54:27.199] npm run build failed with output:> screen@0.1.0 build> cross-env node --max_old_space_size=6144 --optimize_for_size --stack_size=6144 --trace-warnings ./node_modules/webpack/bin/webpack -- --env production --env tenant=Company screenIds=AR301000,AR303000,BZ101001,BZ101007,BZ201520,BZ401005,BZ401022,BZ501011,BZ501012,BZ501013,BZ501014,BZ501015,BZ501017,BZ501041,BZ501066,BZ501071,BZIMAGES,CR302000,IN202000,IN202500,IN2030

I’m hoping someone can help us with a workflow hang-up we’ve run into several times. We are a contractor supply store and often place custom orders for customers or drop ship and/or ship material from our location to a jobsite.When we custom order products, we pass the our vendor’s shipping cost along to the customer unless we can add it to one of our normal stocking orders.When we drop ship, we add the shipping expense to the Sales Order.When we ship from here, whether it’s using the UPS integration within Acumatica or LTL freight, we add that expense to the Sales Order. What is the recommended workflow from Acumatica or something that works for YOUR company for charging customers before the exact shipping amount is known? I see a “create pre-payment” button next to the “create payment” button, and when we create payments there are options for “authorize” and “capture.” My understanding of these 4 is as follows - “create pre-payment” - pulls partial funding to be used toward the order

Hi All, Need help currently we are transitioning to the new 2025 R2 of Acumatica, by this I am trying to switch the Classic UI to the Modern UI, but the problem is when I am switching the UI to Modern UI all the customizations are not reflected to the modern UI, especially we have a customized button in Details tab of Opportunity, because we linked the Estimates on the Opportunities that whenever there is a created Estimated with the same inventory id on the details tab, after clicking the calculate price, the system will automatically calculate the price based on the margin code we specified.  Thank you

I am creating a purchase order approval workflow for a client. They previously used Purchase Requests with an approval workflow and are wanting to replace this with Purchase Order approvals.Their Request Approval Workflow conditions are based off Department and $ amount.  Currently it is not possible to setup Purchase Order workflows in the same way, as the Department Entity is not available.Can we add the department field to the Purchase Order header and add the department entity to the Purchase Order workflow?Additionally we would probably get the Purchase Order department field to default to the PO Owner (employee’s) department but they could select any department, as it will not always be the same department as the user who is creating the PO.Has anyone implemented a customisation like this before?

Good day,I wrote the attached WO Import Scenario.  It is said it processed without issue.  However, it not producing the write off document from the scenario.  I think it has to do with the selection/process action not working.Any assistance would be greatly appreciated.Thank you.Evan

There are a built in plug ins for both EasyPost and Ship EngineDoes Acumatica recommend one vs the other ?At one point I thought EasyPost was the go to integration that Acuamtica was developing but I do not see EasyPost set up as part of the Sale Demo...Suggestions?  Only looking at one of these two since the integration is “built in”   

We are adding drawing files for requested customizations to our open Opportunity File.  Once we have the drawing on file, we reach out to the customer for their approval, using create email selecting email template, from the Opportunity file.Is there an easy way to get the file document on the opportunity to be included on the Email being created from the same document, without having to download the file and then import it directly to the email?Surely having to download in order to then turn around and upload to an activity on the same document is not the intending process flow, correct?

I am currently working on printing the Purchase Order in line sequence based on Sort Order instead of Line Number.I attempted to use POLine.SortOrder with ascending sorting in the report; however, the sorting does not appear to be working as expected.Could you please advise if there are any additional configurations required or if there are any limitations with using SortOrder for this purpose?Thank you in advance for your guidance. 

Hello,Curious if other folks are noticing the same issues with Acumatica Updates and Upgrades overwriting customized reports?  Historically, we haven’t had issues with this, but it appears in the newer updates and released that stock forms that have been previously tweaked/changed (i.e. the check form) are not printing correctly after updates?Thanks,Megan

We have a situation where a B2B shopify order gets sync’ed into Acumatica from Shopify.  The order is on terms (IE - Net 30) so no payment records comes with the shopify record.   Shopify order is fulfilled inside Acumatica and Invoice is generated for sales order.  Some time later, customer pays the invoice and invoice is closed in Acumatica but the original order in shopify remains open instead of closed.   Is there a way to close that B2B (Terms) order in shopify when payment is completed in Acumatica?

Hello! The below code is running great in 25R1. It tells the system to look at the UsrQUOTECOST field on SOLine when create a PO through Create Purchase Order. If UsrQUOTECOST is empty, then system should behave the same, if user inputs value in UsrQUOTECOST, then when PO is created, the unit cost field should pull from this udf.The issue I am running into is that when I try to publish this code in a 25R2 tenant, I get the following error: The PX.Objects.PO.POLine FindOrCreatePOLine(PX.Objects.PO.POOrderEntry, PX.Objects.CS.DocumentList`1[PX.Objects.PO.POLine], System.String, PX.Objects.PO.POFixedDemand, SOLineSplit3, FindOrCreatePOLineDelegate) method in the PX.Objects.PO.POCreate_Extension graph extension is marked as [PXOverride], but no original method with this name has been found in PXGraph.And per the 25R2 developer release notes, looks like the FindOrCreatePOLine method was removed. Any ideas around what the alternative method would be to make this code work? Open to any sugges

Hi All,Has anyone successfully used an Import Scenario to automatically convert purchases to Fixed Assets in Acumatica?I have been testing the Convert Purchases to Assets screen with a Business Event + Import Scenario approach. The scenario runs successfully without errors, but no Fixed Asset is created in the end.My understanding is that this screen relies on UI behavior:select the transaction in the top grid the detail line appears in the bottom grid fill in Asset Class and Department mark Create Asset then click ProcessThe reason I am trying to automate this is because I want the FA number to be available immediately when the stock is issued/shipped out. My warehouse team needs to attach the FA code to the item at the time of issue, so I need the purchase-to-FA conversion to happen automatically and the FA code to be created right away during the issue-out process.In my tests, the Import Scenario can run successfully, but it seems the asset is still not actually created.Any advice o

Hello, I created this year over year variance report for qty sold of a stock item. As you will see in the screen shot below, the calculations in the QTY % VAR column are correct. However, the manager would like to see it as follows: Row 1 (for the 021 stock item) the % VAR shows -62.86 (round to 63). He would like to see it as 37% instead of -63%. Is there any way to accomplish this? Here is the formula used for the % VAR column: =IIf(     Sum(IIf(Year([ARTran.TranDate]) = Year(Today()) - 1, [ARTran.Qty], 0)) = 0,      0,      (Sum(IIf(Year([ARTran.TranDate]) = Year(Today()), [ARTran.Qty], 0)) - Sum(IIf(Year([ARTran.TranDate]) = Year(Today()) - 1, [ARTran.Qty], 0)))      /      Sum(IIf(Year([ARTran.TranDate]) = Year(Today()) - 1, [ARTran.Qty], 0)) )*100