Discussion Forums

We upgraded to 2025 R2 build 25.200.0248.3 and are disappointed to learn that after the plugin “fix” was announced there is a current bug/issue and it cannot be used with Modern Authentication.Wondering how many other customers out there have Modern Authentication?  Can we push Acumatica for a fix in 2025R2?As of late we heard Acumatica is are aware of this issue with the modern authentication, but there is currently no fix for it.  We’ve been anxiously waiting for almost 2+ years.

Hello - I’m having some issues with the Global Tax Settings tab of the Tax Maintenance form. Our client has recently updated to 25R2 and the modern UI, and when we update taxes, the Global Tax Settings tab seems to be missing all sorts of entries that used to be visible to us. For example, we used to be able to maintain the basic personal amounts for each province tied to our work locations, and those fields are now missing. They would be the Total Claim Amount fields for each province.I’ve searched the update notes and don't see anything related to this. I also thought that perhaps this was missing because I was setting up a tenant for production with no employees loaded yet, but our UAT tenant that has prior payroll data is also missing all of the field that we previously were using.I also went in and looked at the individual Employee Payroll Settings, and all prior values we had updated are still there, however the ‘Use Default’ checkbox that used to exist for some values (like the

Benefits of AP Document RecognitionAP Document Recognition streamlines processing of vendor bills that you receive in PDF format. AP Clerks spend less time re-typing data so they can focus on higher value tasks. Worker productivity: spend less time entering documents Accuracy: reduce data entry errors which may result in incorrect vendor payments Approvals: integrate with existing approval and workflow processes AI/ML: extracted data accuracy (vendor ID field) improves after manual correctionWho can use AP Document Recognition?Prior to April 1, 2023 Acumatica offered a promotion for up to 1,000 pages/month for free. After the first year, customers could purchase the feature.Starting April 1, 2023 all new and existing Acumatica subscription customers (does not include perpetual licenses - PCP) get 50 free pages so they can try the feature. Customers who already paid for the service get an additional 50 free pages. A vendor bill with a front and a back counts towards 2 of your 50 monthly

Hi,Has anyone successfully removed prepayment and payment amounts from the calculation of the aging buckets on the AR Aging report. I have the report filtering out the prepayment and payment transactions so they do not show up on the report but those prepayment and payment amount are still showing up in the aging balances. I need to remove the prepayment and payment amounts from the aging balances. Thanks! 

Hi all,I want my customer statement does not include transaction with prepayment type. I have created a parameter doctype and filter conditions type does not equal ‘PPM’ but it does not work. Thanks in advanced.

How is everyone monitoring project inventory costs through their balances/cost budgets? Our issue is that the cost of inventory when ordered will appear on a Committed or Open committed column, but once that project inventory is received (or transferred directly) onto the project, it does not appear in the balances UNTIL those inventory items are issued.We need a way to reflect project inventory balances on the Balances tab, ideally on the Actual + Open Committed amount column.Example below. You will see we ordered $303k worth of inventory. It is all received and sitting on the project inventory. But it is not reflected in the Actual +Open Committed amount and is actually showing as a major variance. Between transfers & PO orders, there is $307k worth of materials sitting on this job that are not being accurately reflected at this WIP state of the project.How is everyone handling project inventory for budgeting/cost tracking?  

We have a specific use case regarding Equipment Time Cards: currently, when a time card is submitted, the system automatically generates transactions that post to both the General Ledger (GL) and the respective Projects. We would like to capture these costs within the Project module for tracking purposes only, without triggering a post to the GL. Is there a standard configuration or a workaround to achieve this?

Recently we have discovered a couple of automation schedules that use the new Email Notifications functionality on the report screen have stopped sending the emails in the last week.  they were working previously.  The automation schedule history shows that the schedule fired and was successful.  The attached report in question does not have any parameters, and runs without errors when run separately.  The email addresses are hard coded into the Email Template.  There is no record of the email on the All Emails screen.Has anyone else seen this issue?Thanks,Laura

Hi, how do I set up an automatic email to go to all customers excluding 1 customer class at the end of the month (on or around the 25th of each month) that provides a reminder of all outstanding invoices that are due at the end of the month and have the system attach the invoices to the email?I’m thinking setting up an automation schedule to prepare statement and another automation schedule to print/email statements. The fact that I need to exclude a customer class, I think I’ll need to create a new statement cycle? Please let me know your thoughts.See example email below:Dear Valued Customer,This is a courtesy email to let you know that your invoice/s will be payable soon. Invoice Number Invoice Date Invoice Due Date Invoice Amount Balance Owing Status INVxxx 16/01/2026 28/02/2026 $1,540.23 $1,540.23 Due on 28/02/2026 INVxxx 22/01/2026 28/02/2026 $43.10 $43

Hello, is there a way to prevent duplicated quantities and amounts for items that are shipped and invoiced multiple times? This is for a single sales order that is invoiced multiple times due to split deliveries. 

Even after rebooting my machine, every single time that I try to create a new instance of 26R1, I get these errors and the installer stops:Even if I press OK, I get more log errors:If I press ignore, I just get more of these errors about the other log files that the installer created.Question: how to get past these log errors so I can create a new instance?Here’s the full error:Cant't create the site 26R1 -------------------------------------- Inner Exception: Exception occurred while deploying the site files.  --------------------------------------  Inner Exception:  Exception occurred while backing up the files from 'C:\deployment\sites\26R1\' directory. Try to do it manually.   --------------------------------------   Inner Exception:      WARNING: The process cannot access the file because it is being used by another process.   C:\deployment\sites\26R1\Logs\log_prepare_2026-04-09_11-11-53.txt         WARNING: The process cannot access the file because it is being used by another pr

Every single time that I try to create a new instance of 26R1 (even after rebooting my machine), I get these errors right away and the installer stops:Even if I press OK, I get more log errors:If I press ignore, I just get more of these errors about the other log files that the installer created.I’ve deleted the log files and restarted the install but the log files just get recreated with the same access errors.Question: how to get past these log errors so I can create a new instance? Here’s the full error:Cant't create the site 26R1 -------------------------------------- Inner Exception: Exception occurred while deploying the site files.  --------------------------------------  Inner Exception:  Exception occurred while backing up the files from 'C:\deployment\sites\26R1\' directory. Try to do it manually.   --------------------------------------   Inner Exception:      WARNING: The process cannot access the file because it is being used by another process.   C:\deployment\sites\26R1\

Issue description If a production order was created from the Inventory Planning Display (AM400000) form for a non-lot/serial tracked item or a lot/serial tracked item with the When Used assignment method, there was a mismatch between the Qty. to Produce in the Summary area and the Quantity column on the Line Details tab on the Production Order Maintenance (AM201500) form (see the following screenshot). On the Inventory Allocation Details (IN402000) form, the system displays incorrect allocation for the production order that was created (as the following screenshot shows).  In this scenario, when the quantity in the Quantity column on the Line Details tab is less than the quantity shown in the Qty to Produce box in the Summary area, the demand reoccurs on the Inventory Planning Display (AM400000) form, and this results in incorrect MRP Planning. Root cause This is a known issue for the following builds of Acumatica ERP:2025 R1 Service Pack 1 (Build 25.101.0153 ) and later 2024 R2 Update

Hi,We are using the Receive and Put Away function in Acumatica.When we scan in the Regular Acumatica Application (on our desktop), there are three distinct sounds for:Correctly scanned barcode Scanning error Release actionProblemWhen we scan in the Acumatica mobile app, there is only sound for correctly scanned barcodes. There is no sound at all for the other two (scanning error and Release action). Is there a setting in the Acumatica mobile app to enable these two sounds?

I have two GI’s, ICSCallLog, and ICSCallLogUser.  ICSCallLog is for use by Administrators.  It has an Entry Screen to open my custom screen when a row in the GI is selected.The second GI ICSCallLogUser has a Condition to only show records where CreatedBy = @me.When you open the custom screen while viewing the admin GI, then click the CloseCancel button, it returns the user to the ICSCallLog GI.When you open the custom screen while viewing the user GI, then click the CloseCancel button, it returns the user to the ICSCallLog GI.  I want it to return to the ICSCallLogUser GI so that they only see their records.I am thinking that I can add logic to the CancelClose action on my screen to redirect the user to the appropriate GI.This is the code I am trying to use://[PXOverride]public delegate IEnumerable CancelCloseDelegate(PXAdapter adapter);[PXOverride][PXUIField][PXButton]public IEnumerable CancelClose(PXAdapter adapter, CancelCloseDelegate baseMethod){ //see if current user is an Adminis

I created two subqueries.  One totals the sales booked by order date and the other totals the invoices billed by doc date.  When I add the two subqueries to the main query and try to filter on a date range I get the object reference error.Booked QueryInvoiced QueryBoth are grouping by date, the formula is makes the amount negative if a CM.ConditionsMain left joins invoiced query to booked query by date.Without the conditions the data is returned 

Hello all!We are looking at implementing paperless picking and I am running into a road block. I have found the topic of short shipments discussed over and over, but I have the opposite problem. Example:Item 123 has to be sold in multiples of 6. A sales rep accidently entered 5 in their sales order, and created a shipment. The picker knows this item must be picked in multiples of 6, but cannot enter 6 on the scanner. The overship threshold on item 123 is set to 999%, so that is not the issue.Is there a setting I need to change like the short shipment confirmation? (and if there is why isn’t it in the same place?)

We have multiple branches. How can i get my “Controller” dashboard to show all of those widgets for just one branch and not show it for all branches in total?

I’m attempting to add a parameter to a Dashboard for the Branch.  I will then use that parameter in the widgets for that dashboard.  (Goal is to get a branch-specific dashboard.) When I went to add the parameter, I’m not sure which Schema Object to use to find a field for the branch to use in the parameter.  Ideally, I’d like to have the parameter populated with a value for the Current Branch. Any ideas on this would be greatly appreciated!

Hello, We are working with the client on quotes being auto sent out of the system. The GI is built off of the CRQuote table and that is the entity we are trying to link the email activity to. Therefore it is not a join issue.  The schedule is auto processing and attaching the quote, but it will not write back to the CRPM Time Activity. Basically it is not creating the email activity as it should based on that entity field being linked.  See attached of where it should be writing to.  Attached  is proof of the email processing.  Anybody know why the link to entity is not working?  

I have the multicurrency accounting enabled. My loan account is in USD, but the funds went into my CAD account. I have exchange rates going into the system daily. It will not let me post to my CAD bank account. Or any other bank account.  I need help on a Sunday of course. I’m hoping someone sees this and can answer me.  I attached a screenshot 

Hi Acumatica Fam! I hope everyone is doing well.I have created a basic Import Scenario to add new customers and update existing records. Everything is working correctly, except for updating the Default Payment Method under the Payment Method tab.By default, the system pulls the settings from the Customer Class, but some new customers require a different Payment Method. Has anyone successfully updated this specific field via an Import Scenario?I’ve attached screenshots of my current Import Scenario and the specific field I am trying to update for reference.   

I am trying to create a dashboard widget for unassigned opportunities from the Opportunities generic inquiry.The filter would be:    Opportunities having a status of open or new    Owner ID is empty.However when creating this filter, there is no option under the Ownder ID for ‘Is Empty’. Nether is there one for assignment date. Whe creating a chart using the AI Assistant on the above criteria, I see on the filter for the widget, the filter shows as follows:How does one replicate this on a widget such as the one I have tried to create form a dsshboard?

Hello all,I have been trying to fetch the GIs from Acumatica and push to Power BI. I installed the Power BI desktop version, created a new API user in Acumatica with admin and OData roles assigned.Selected Get Data → OData option in Power BI:  Entered in the URL:https://Application site domain/odataFYI, Its a multi tenant site. and then clicked on connect, after entering in the password:I tried to login using the “Basic” menu in the left pane also, but triggers the same error. Can anyone guide me on this how can I get this connected?The PowerBI username being used here is of UserType=API in Acumatica.Thanks.

First, I’m not even sure what I want here is possible, but seems like if it is this is the place.I’ve got a completely custom form that shows information about a linked products record. I’d like to have a grid that lists the notes, but have an option for a split screen that shows the detail of one field (aka the content of the note) adjacent to it and is displaying the note content for the selected row.Is this a possible thing? Desired content detail would display in the box with the arrow.