Discussion Forums

I’m working through S110_System_Security_2026R1 and got a bit confused about the wording around “creating a system tenant.”From my understanding, the system tenant is automatically created with the instance and isn’t something we manually create -  we only create non-system tenants.However, the guide says, “when you create a system tenant,” which makes it sound like a manual action.Is there ever a scenario where we actually create a system tenant ourselves? Or should this read.. “when you create a new tenant, you may be signed out after its creation,...”For context, I’m working on a local instance that initially had a single tenant. 

Has anyone had any luck figuring out how to change a discount amount after an AP bill is posted before it gets paid? Right now we have to enter a debit adjustment and re-enter the AP bill. That is time consuming. There should be an easy way to look at the bills and change the discount amount or date before it goes to get paid. 

Here’s the sample on youtubeI am having a hard time looking for a reference for proper setup.

We upgraded from 25R1 to 25R2 and the add-in for classic Outlook 365 stopped working.  I reviewed help and it seems there are some updated steps for registering the Acumatica instance in Entra.  Under the Expose an API section, we need to add an Application ID in the format of api://<fully-qualified-domain-name>/<app-id>.  We are on SaaS - what do we use as the fully-qualified-domain-name?  Entra does not accept mycompany.acumatica.com since its not verified.  I can’t verify it since I can’t add it to my DNS.  Any insight?

Hi all,I’d love to be able to see a widget or GI column that displays historical info about our customers. Specifically, I’d like to see the last time that a Customer’s status was “Credit Hold” and a count of how many times they’ve been on Credit Hold. I can’t seem to crack this. I know how to enable field level audit history, and I know the field is Customer.Status. However, I can’t figure out how to display the audit history of this field per customer without digging into the audit history page. Thanks in advance,Nathan

Hello Everyone,We have a specific requirement to add side panels to the default Acumatica Processing screen (Prepare Replinishment -IN508000)? Is this possible?

I am trying to complete ‘In process’ production orders’ via import scenario and replicate the user sequence. I don’t get an error message but it isn’t updating the records, what am I missing? 

Hello Community, How can I create an export scenario for SOLines and then import it using an import scenario? Where can I find detailed information about export scenarios — in forums or documentation?Thanks in advance.

It seems that the attributes I’ve created are not listed in the Schema and Data field drop down list when selecting a field to do a Group by in the Grouping tab.  We’re able to pull in the attribute field to the Results Grid, but just not the Grouping tab. I also tried hardcoding that field name in there but got an error.   

Hi Developer , Accumatica User.We are looking to improve work efficiency and would like to explore if there are any AI tools or applications that can be integrated into our Acumatica CRM to help with data analysis or insights. Any recommendations? Looking forward for the recommendations. Thank you

Does anyone have insight on why our Bank Feed Transactions are progressively being available later and later? If I remember correctly, when we first started using Bank Feeds, yesterday’s posted transactions from the bank were available early the following morning. Now, they’re not available until after 1-3pm PST, and sometimes even later than that.We’re on 2025 R1, upgrading to R2 in a few months, using Plaid for the connection to Chase Bank.I’d think Plaid would be able to grab the transactions as soon as they’re posted in the bank.

Hi all, i need to add ship to section to project.I try thispublic class ContractExt : PXCacheExtension<Contract>    {        public static bool IsActive()        {            return true;        }        #region UsrShipContactID        public abstract class usrShipContactID : PX.Data.BQL.BqlInt.Field<usrShipContactID> { }        [PXDBInt]        [PXSelector(typeof(PMShippingContact.contactID), ValidateValue = false)]        [PXUIField(DisplayName = Messages.ShippingContact, Visible = false)]        [PMShippingContact(typeof(Select2<Customer,            InnerJoin<PX.Objects.CR.Standalone.Location, On<PX.Objects.CR.Standalone.Location.bAccountID, Equal<Customer.bAccountID>,                And<PX.Objects.CR.Standalone.Location.locationID, Equal<Customer.defLocationID>>>,            InnerJoin<Contact, On<Contact.bAccountID, Equal<Customer.bAccountID>,                And<Contact.contactID, Equal<Customer.defContactID>>>,  

Good morning,Is there a way to mass update a Customer Class while not changing any of the other settings on a customers account?  When I try changing the class, this pop up appears and it defaults to “Yes” but we want it to click “No” so our customers accounts aren’t changed for their terms.  

Hello everyone. So, I wan to import journal transactions for the Trial balance, base our currency is IDR. So, I got the data of the TB amount is using base currency (IDR) but there is one cash account that i set to USD (The Cash Account is from Account Bank and the transactions of bank is using USD). What should I do if i want to import the Journal Transactions if there’s one cash account that i set to USD (not base currency). Please help to give the explanation and guide of the importing trial balance using Journal Transactions. Thank you.

I’m wanting to be able to setup what is a “Shared Mailbox” in Office 365 as a system email account.I’ve found this post that says it is possible but I’m not sure how the authentication would be setup as a shared mailbox doesn’t have a ‘password’ and is accessed via another user logged in who has permission.. How We Process Email Inside of Acumatica: Start to Finish (cs3technology.com) I’m assuming it would have to be POP3 and not IMAP potentially?

Hello. I am in the process of setting up email profiles for employees so they use the native email function to send emails from Acumatica via the templates.  Question: Can you create a user profile for an employee, but use a shared email address. I want to have our customer service group all have the same email address attached to their profile so when a SO is ready to be sent via email that they are all sent via the customer service internal shared mailbox address vs their own personal. I considered having the “To” be from the shared mailbox , however I didn’t want to do that because I have sales persons who will need to send the SO from the email function but want it to come from their own personal. ( setting up a personal email profile and having this work I have had success already so it just the shared question setup). Has anyone ever been able to do this ?? Thanks 

Hello everyone,I’m trying to find the best and most performant way to get the average purchase price for an inventory item from a specific vendor, based on a user-defined time frame (last 3 months, last 12 months, or all time).For the last purchase price, it’s easy — the value is already stored on POVendorInventory.But I need the average price from actual purchases, not just the last one.Supporting a custom date range is my main requirement. An all-time average is not strictly necessary, but would be nice to have — and I want to make sure the query still performs well even if that option is included.Thanks a lot for your help!

When using Report Definitions for a consolidated report for Parent Company A, how can I eliminate transactions between subsidiaries B and C to avoid double-counting values?

Hi,I came up with following issue when trying to confirm the shipments. The behavior and the re-creation steps are as below.The following dialog box appears when confirming the shipment.This can be re-created with the following steps.Create a sales order with an existing configuration version and produce the item. Once the item is produced, create the shipment and do not confirm the shipment.  Create a new configuration version for the same item, and inactive the previous version. (one used to produce the item which is in shipping) Change the default configuration ID in the manufacturing tab of the stock item to the latest revision. Now try to confirm the shipment and you will get the above message. Once the dialog box is populated, the Yes or No buttons does not process the shipment and keep generating the dialog box. This can be eliminated if the default configuration ID of the stock item is cleared. Once cleared, the shipment can be confirmed without above dialog box. I’m trying to

Hello community,I recently came across two issues that I ended up spending some times on it and one of them resulted in a bug fix to be developed so I would like to share so others won’t pull their hair out. Special thanks to ​@Dmitrii Naumov for helping me out.When you create GI (GI X) from other GIs (GI A, ...), if you come to see random errors that some fields do not exist, check the the source GIs (A,B ...) and ensure no unused table exist in those GIs under the sources tab. Acumatica will develop a fix but no ETA. You might have come across this need requiering hierarchical parameters. i.e when you select a Project as first parameter you want to limit the tasks to the selected project as the first parameter not all tasks from all projects. To do so utilize the Schema Field of the parameter and instead of selecting schema from different tables (i.e selecting Project from PMProject and Task from PMTask) use a single table that has those dependent fields together. For instance in thi

Quick Search in GI looses results when you go into a record an then exit back out.  We are using 25 R2.  We have noticed this on miultiple screens.you have to renenter or change the search criteria to get the results back.  Has anyone else noticed this?

How do we give access to the Screen Configuration for a user without granting ‘Administrator’ role?

I have a Healthcare supplier that will need to integrate with their marketplace/commerce called GHX or Global Healthcare Exchange.  Looking to see if anyone has any details how Acumatica would work with GHX.

Hi Team,I’m facing an issue with the Customer Statement report while using an Automation Scheduler and would appreciate your help.I have created an Automation Schedule to send the Customer Statement report for a single customer via an Email Template. The overall flow is working fine — the email is triggered and the report is attached successfully.However, I’m facing an issue with the Statement Date parameter:When I manually pass the date in the format 10/04/2026, the report generates correctly with data. But when I use dynamic values like @Today or select Statement Date from schema, the report is generated as blank (no data).It seems like the parameter is not being resolved correctly when using dynamic values.Could anyone please help with:Why dynamic parameters (like @Today or schema fields) are not working in this case? Any specific format or configuration required for Statement Date in Automation Schedules or Email Templates? Steps to fix or best practices to handle this scenari0 Tha

Hi,We are running into an issue with Acumatica DeviceHub and wanted to check whether anyone has seen this before.We are receiving the following error in the DeviceHub log during label printing:Error calling AuthLogin“The number of concurrent API logins specified for your user account on the Users (SM201010) form has been reached.”Here is what we found so far:The DeviceHub user in Users (SM201010) has Max. Number of Concurrent Logins = 3 In License Monitoring Console (SM604000), our license shows: Maximum Number of Web Services API Users = 20 Maximum Number of Concurrent Web Services API Requests = 3 We changed Maximum Number of Concurrent Web Services API Requests from 3 to 5 and tested again, but the error still remained In System Monitor → Active Users, we can see multiple active DeviceHub sessions, including API sessions DeviceHub appears to repeatedly try to log out and log back in, but continues failing with the same AuthLogin error Because of this, printing fails when DeviceHub