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First of all, I would like to thank you in advance for your support. I am currently experiencing an issue where I am unable to use the Reopen and Unlock Period functions.Could you please kindly advise on how to resolve this?

Summit 2026 Breakout Session Presentations - Consolidated  

Is there a way we can access the slides from each class we took after the Summit is over?

When creating a new record - is it possible to exclude certain fields from the response?

Hi everyone,I’d like to share a simple but useful branding customization tip for Acumatica:changing the background images on the Acumatica login screen.This is a small change, but it helps reinforce company branding and improves the first impression for users logging into the system every day.Below is the practical step-by-step approach we usually follow.1. PrerequisitesBefore making any changes, make sure you have: Administrator access to the Acumatica server (IIS) Background images in JPG format, recommended size 1500 x 1000 px Access to the Acumatica instance folder on the server Default image location:C:\Program Files\Acumatica ERP\{instance_name}\Icons (Replace {instance_name} with your actual instance name.)2. Steps to change the login backgroundStep 1: Prepare your images Choose high-quality images aligned with your company branding Resize to 1500 x 1000 px Save as JPG Use the following naming convention: login_bg1.jpg login_bg2.jpg login_bg3.jpg (and so on

I added the following formula to a GI: =[CSAnswers.Value]*[POReceiptLine.ExtCost]The value of CSAnswers.Value for one of the records is 0.204714, and the POReceiptLine.ExtCost for that record is 11,117.76. The value I get in the cell with the formula is 2,275.805472.The product of 0.204714*11,117.76 is 2275.96112064.After closer examination I realized that the formula is only using the first four decimals of CSAnswers.Value. So the value in the cell with the formula is the product of 0.2047*11,117.76 which is indeed 2275.805472.How do I get the formula to calculate the value using the additional decimals? 

hello all,After a bunch of research and import scenarios, yadda yadda, i found out how to shrink the amount of decimals the weight of our products is showing. However, when i edit the project, nothing reflect this change. I’ve edited it via the project editor, i’ve done the hard coding, i’m just not sure what i’m doing wrong. the internet tells me i need to enable and publish it, but the pages are already published. Do i need to take any further steps? 

I am having trouble “Retrieving” transactions in “Process Bank Transactions”. It says successful when i click retrieve but nothing comes in. Then i try to load transactions in test mode and it only shows what has been brought in. Currently, we only have transactions brought in through 12/17. But when I look at transactions on the American Express side, it shows transactions from 12/18 and 12/19 that should have come in. Aside from American Express, our Bank account feeds only worked for one day. The day we migrated them after the upgrade to R2 2022. Since then, nothing has come in on those feeds.

One of client has below requirement.For easy stock movement and selling purposes they keep some items as 12 piece pack. During their sales operations, sometimes they sell the items as 12 piece packs as well as individual pieces. They have some scenario where they provide 1 individual piece as a free item when selling 12 piece pack. they are not keeping seperate item stock to provide as free item and they take individual units from 12 packs. How can we handle this.

Hi,Can anyone explain how to use LLike and RLike in Acumatica Report Designer?Do you need to put percentage symbol after the text or not?Thanks in advance!

Hello, I work for a company that has many employees that work on projects at various points of the project timeline. We have a date where we start to capitalize cost which is called the Cap Date. Any work done before that Cap Date is considered Work In Progress (WIP). We also have an internal project that we bill when we are not working on an actual project. Those cost need to hit Allocated WIP. With Acumatica’s current structure, you can only assign a labor item to one of these accounts which makes it tough because our employees then need to be aware of the Cap Date when billing. Is there a way to automate the reclassification of these labor items from COGS to WIP or vice versa based on the Cap Date and Project Status? Do Project task have the ability to define how labor gets posted? 

When I press prepare in Import by scenario I get this error message .What could be the reason I have used this import scenario before , I just added new items on the excel file and its giving this error:Exception occurred at Load The specified key does not exist. NoSuchKey SRY3C9KMQE320XV4I am getting this error on both importing Stock Items and Non Stock items.

I’m working on a utility that can bulk test the configuration mapping software we’ve written, which converts a design from our design tool to an Acumatica configuration. Right now the only way I’ve been able to test is by adding a line item to a sales order with the proper SKU, and then reviewing the generated configuration on that line item once our software runs. This becomes very time consuming when I’m testing in bulk, and it would be much simpler if I could pull down only the blank configuration template by SKU and revision number, and let our software fill that out. I saw that there is a “Test Configuration” tool when editing a configuration from the Configuration Maintenence screen, but I don’t see an API endpoint that can give me that data. Any help to point me in the right direction would be greatly appreciated.

Is there a way to automatically load each individual sales order line ship date based on the stock item or manufacturing lead time? We have thousands of parts, and most items are made to order. We have estimated lead times for each part (based on BOM routing and some Manufacturing Lead Time) so we manually have to select the estimated date on each line item when lead times differ drastically.

Is there any way to only trigger awaiting approval notification once not multiple times after the document is approved, placed on hold, make some changes, then removed on hold?The changes that are made have nothing to do with conditions that triggered the approval.Ex:Approval map is setup in SO when an item is discounted 100%, approval is triggered. An SO is created and has the above condition met, approval is triggered, notification is sent, then approved by the approver. Then the sales user places the order on hold and make changes such as mark a line for PO, add description, etc but discount% remains the same. But when the order is removed from hold, approval notification is sent again. This is not a bit anoying especially the approver has approved the order and it’s necessary to make some changes to the order again.

Here is my import scenario, it feeds off a GI that JUST created the invoice, so I KNOW it has a customer ID on it…  My business event history says: 0 records of 1 have been processed. The last error was 'CustomerID' cannot be empty.These are all fully built and simply need to have “release” clicked. When I open any of the error’ed out invoices, I just hit RELEASE and it’s done, but this should be done by the import scenario, so any help is greatly appreciated since I’m clearly missing something here.

Summit 2026 Breakout Session Presentations - DistributionAttached are PDF versions of the PPT presentations from our breakout sessions. B2B Connector: Breakthroughs with Acumatica and BigCommerceConnected Distribution: Boosting Efficiency Through Integrated SolutionsCounter Sales: Enhancing Walk-in Sales Efficiency with Acumatica POSInventory Management: Smart Allocation Tools to Optimize Inventory Across Every OrderInventory Strategy: Smarter Planning and Replenishment with AcumaticaNavigating Tariffs: Adapting Strategies with Acumatica ToolsOptimizing ERP Value: Realigning ERP Solutions for Distribution SuccessDistribution Strategy: Solving Real World Problems with AcumaticaWarehouse Management: Best Practices and What’s New in Acumatica WMSAI/ML for Distributors: Exploring Intelligent OpportunitiesDashboards and KPIs: Gaining Smarter Insights and Stronger Growth Through Data Visibility 

Summit 2026 Breakout Session Presentations - Core PlatformAttached are PDF versions of the PPT presentations from our breakout sessions. Accounts Payable: Streamlining Accounts Payable with AIAcumatica Payments: Speed Meets SimplicityCRM 101: From Login to Leverage—Unlocking CRM PowerCRM Opportunity Management: Strategic Sales Pipeline Management in ActionFinancials: Detecting Risks Before They Become ProblemsMonth-End Close: Practical Tools to Speed Up and Strengthen Your CloseInsights from SMB Leaders: Practical Steps for Driving GrowthOperational Leadership: Panel Discussion on Driving Excellence in a New EraPayroll: Managing Costs and Achieving Clarity with Payroll PrecisionProduct Roadmap: Give Input, Ask Questions, and Vote on Acumatica’s Next Great FeaturesReporting: Modifying Financial Reports with ARM …and ExcelAcumatica Retail Edition: Ask the Experts Connector Forum 

Summit 2026 Breakout Session Presentations - ConstructionAttached are PDF versions of the PPT presentations from our breakout sessions. AI & Machine Learning in ConstructionBuilding the Future with New InnovationsConnected Construction: Driving Efficiency and Awareness Between the Jobsite and Back OfficeConstruction Payroll: From Jobsite to Paystub—Powering Construction Success with the Payroll RoadmapConstruction in Action: Real-World Demopalooza for Streamlined OperationsAcumatica Construction and Services: Experts Take Your QuestionsField Services: Update on What's New and What's NextThe Future of Field ServicesProject Billing: Bill Smarter, Close Faster with New Reports and Interactive WIPProject Configuration and Performance Tracking: Mastering Professional Service Project HealthProfessional Services Edition: The PSE Journey and What’s AheadUsability Best Practices: Reduce Clicks and Save TimeProject Reports: New Date-Sensitive Project Reports and 360 Dashboard to Get You from

Hello,Does anyone know the setup in the Commerce module to allow for the tracking number to be sent back to BC from Acumatica? I am unsure if this setup is the correct setup, but I know we not currently having tracking IDs sent back to BC.  

Is there a way to set up a default task in acumatica that has preset sub tasks? For example if we want to create a task to process a customer refund and what some of the bigger steps associated with that task as sub tasks, is there a way to have that pre-programmed in Acumatica?Thanks!

Hi!I noticed that the General Subaccount on the Branch Locations preferences screen is not a required field, we are able to save this with no issues: The reason for us leaving it blank is to force users to specify the subaccount (division in the client’s case) on the service order, i.e. roofing, painting, etc. depending on the type of service order is.Fast forward to the create AP bill functionality on the Service Order details tab.this functionality only brings in the related svc. doc type and related svc. doc. number but it appears to have a connection to the branch location general subaccount field because upon filling in the details, we get this error which on the service doesn’t seem correct because the subaccount is in fact NOT blank: taking a look at the trace log, this is where we figured out it was connecting on the backend: tested this theory out by filling in the subaccount on the branch locations screen and followed the same workflow and was able to save with no errors.  th

Good day everyone,ShopifyxAcumatica connector only allows mapping of Company to only fields Name or Notes. Now, I am encountering issue with syncing using Attribute to the Notes field. It always provide an empty value.I mapped the attribute with Customer entity to a Shopify Customer tag - it worked, has value.I mapped another field in Company entity to a Shopify Company Notes - it worked, has value.But when I mapped the same attribute with Company entity to a Shopify Company Notes - it is empty. Does anyone encounter the same? I am using 23 R2 - Build 23.209.0023 

Anyone else seen/have this issue on their efile where your compnay headers are printing this A 1234568ABCDEF info instead of the correct info needed to correctly efile? The IRS is obviously rejecting it  

Hello,  Hope you are doing well.  We have a Generic Inquiry with multiple lines, which require to be taken to an email body. The Email will be triggered by an Automation Schedule connected to a Business Event.   Also, we tried taking the results values to the mail body by adding Data Fields, but it requires defining as much as lines to cater all the lines on the Generic Inquiry results. Hence that did not work on us too. Is there any method that we can use to add the results to the mail body? Thank You