Discussion Forums

We just upgraded to 2025 R2. Now we are having issues with service orders/appointments linked to projects.We start the Project in the Construction Module. We create the ‘Project Billing’ Service Order for the same customer and try to link it to the project.It will not allow us to save the service order linked to the project, giving us this message.“Error: Another process has updated the 'FSAddress' record. Your changes will be lost.”I’ve tried to chase this back, but running out of ideas. Has anyone else had this problem or have any thoughts on in?Thanks in advance!

Hey, gang - I’ve got a client who uses Project Quotes extensively.  It’s not common but they have some quotes that require 1000+ estimation lines.  One thing they became accustomed to with the Classic UI was the ability to right click + insert. However, with the Modern UI, there is no longer any Acumatica-specific right click options, just the browser options.  I’ve tested this in both Edge and Chrome and got the same result.  Is there a way around this?  Something I’m missing?  Thanks! 

We have a client utilizing Pro Forma invoices and corrections. We received a request to include an indicator on the Pro Forma invoice that lets users know that a Pro Forma invoice has been corrected.I was hoping to add the PMProforma.Corrected checkbox field to the header of the PF invoice using Modern UI screen configuration. However, this field is not an available element.Has anyone figured out a way to add fields to the available elements list?

I configured my email account to send an email to a wrong email address. "I would like to receive bounce-back notifications for emails or warning messages."Is that possible in Acumatica?

HelloI saw in some notes from the Seattle 2026 conference a couple of items that interested me:Parent child projects  A new option to block document process on branch mismatchesBoth are interesting to me but cannot see any further notes in any of the break-out slides.Anyone who was there that can provide any more insight into these two?

 Here’s our issue since upgrading to 2025 R2: This invoice is giving us the strange error message ‘SO Error: The document is out of the balance.We understand the part about the project budget being exceeded. This is simply because of different model numbers being used in the quote that what are being used in this purchase order/bill.We’ve already selected “Allow Adding New Items on the Fly” in the project settings.The document appears to be in balance to me. Any thoughts?

Greeting  I am getting the following error in my report designer when I try to open a report from a client's server. I have already uninstalled Acumatica and report designer on multiple occasions and it still persists.    error detail: See the end of this message for details on invoking just-in-time (JIT) debugging instead of this dialog box.************** Exception Text **************System.Xml.XmlException: Root element is missing.   at System.Xml.XmlTextReaderImpl.Throw(Exception e)   at System.Xml.XmlTextReaderImpl.ParseDocumentContent()   at System.Xml.XmlTextReaderImpl.Read()   at System.Xml.XmlLoader.Load(XmlDocument doc, XmlReader reader, Boolean preserveWhitespace)   at System.Xml.XmlDocument.Load(XmlReader reader)   at System.Xml.XmlDocument.Load(String filename)   at PX.Reports.Design.ControlHelper.GetDataFromConfigFile(String filename, List`1 logins, List`1 urls)   at PX.Reports.Design.ControlHelper.ReadConnectionHistoryFromConfigFile(TextBox txtLogin, ComboBox cmbUrl)   at

Hi everyone,I’m new to Acumatica and currently exploring the Accounts Payable module and Generic Inquiries.I wanted to check if there is an existing standard report or Generic Inquiry that allows users to search vendor invoices and view related payment details, specifically:Amount paid Payment date Associated cheque number or EFT referenceIf not available out of the box, I would appreciate guidance on:Which tables or data sources to use (e.g., APInvoice, APPayment, etc.) Any recommended approach to linking invoices to payments within a GIThank you in advance for your help!

Am I even close?  I’m new to import scenarios.I have several hundred records to modify the warehouse on, so it would be so helpful. 

Could you help me with the issue of Graph Type on Sitemap for Modern UI files. It works fine on my first instance (where i converted forms), Graph Type is displayed and bound correctly. But on another instance, where i importing project, and after publish the files the sitemap doesn't reference the Modern UI files and Graph Type is empty. Too, i can`t open a forms, example RS202000 ---> Error on screenshot.

I want to add Middle Name (MidName) field to the common html for the common Contacts thingy.This is my code.  It publishes without any errors, but the field does not show up.This is the first time trying to modify a “common” view.  I’m sure something is wrong but I don’t know what.I was not able to find anything on the web for this specific need. //THIS IS THE TSimport { PXFieldState,} from "client-controls";import { Contact } from "src/screens/common/form-contact-person/form-contact-person";export interface ExtendedContact extends Contact { }export class ExtendedContact { MidName: PXFieldState;}//this is the HTML<template> <qp-include url="src/screens/common/form-contact-person/form-contact-person"> <field append="#{{fs-id}}" name="MidName" config-allow-edit.bind="true"></field> </qp-include></template>If anyone has done this already, please let me know what I need to do to fix my code.Thank you all in advance.Quick edit...I can add the field on th

Hi,Looking for input on how to correct a product configuration and resulting production order that is in progress or completed.Scenario: A production order is created and partially completed, when it is decided that there needs to be a small change to the configuration. We manufacture portable storage buildings (pineviewbuildings.com) and in our case, this might be something as simple as changing the paint color due to a customer request or inventory needs changing midstream. The more common scenario is that a production employee made a mistake in the construction and now the configuration needs to be corrected to match the physical unit. Currently, there is no option modify the product configuration in any way after the production order has been released. The closest we can come is creating a new production order that consumes the finished good from the first production order, create the correct configuration result and then manually modify the materials. This, as you can imagine is v

Hi,I am trying to create a Journal Voucher report from the Journal Voucher (GL304000) screen.Inside the report, I wanted to see the GL Transaction, pulling it out from Journal Voucher > GL Transaction  My report details missing.  

Hi,We have a report that shows all of our labor transactions by order.  On that report, one of the first things it displays is the work order number.  The report could contain hundreds or thousands of work orders.  When viewing the report in Acumatica, all of the data is present, but when exporting to excel not all of the work order numbers will display.  We may be missing 1-5% of the work order numbers in excel..  Does anyone have any ideas why this may be?  I have messed around the with excel options in the report designer and have not been able to come up with anything. Thanks

** Admin update Feb 24, 2026: see post by Doug Johnson with the Modern Portal Admin Guide for step-by-step installation instructions **Hello,I’ve enabled the new Modern Customer Portal but when I log in as admin or a Customer Contact with user and roles assigned nothing displayed.The Portals record has been configured.Anyone have ideas on what could be the issue?  I’ve tried with the classic Portal Enabled and Disabled and nothing changes.Tried with classic on/off.Various roles tested also, all on/off, etc.Portal configured.New home page displays.Nothing on home page of portal when logged in with admin or Customer Contact. 

Hello!  For those who deal with projects/construction and have to a) procure project materials and b) pull inventory from warehouse stock… what methods are you using to accomplish this? How are you communicating to warehouse staff members a “project pick list”? Are individuals creating POs from the project directly?  OPTION A - POs are cut from the Project directly. Warehouse staff review the Cost Budget and create an IN Issue directly. (which in older versions still requires a transfer to the project first) OPTION B - Sales Orders are created as the “project pick list”. Warehouse staff “Mark for PO” in the Sales Order anything that is not in stock. They pull from stock and “Create Shipment” which in turn issues the inventory to the project. OTHER - what alternative methods are you using to accomplish this?  The biggest gaps I see is the identification of inventory availability within the project record, limitations with POs for adding project items (which there’s a customization out t

We are adding a new role (raw material handler) in our manufacturing department. Among other duties,  this individual will be tasked with pulling the raw material needed for upcoming production orders and moving that material to a production staging area.    In order to streamline this process we are looking for a report that they can use to direct them to the material they need to pull.  My initial thought is that the report needs to contain the following information:Raw Material Inventory ID Qty of material on hand (broken down by Lot/SN & Inventory Location) Production Order driving demand Demand Qty on Production order Work Center on Bill of Material operation that is driving demand. In a ideal world the report would be sorted by inventory ID with the other information flowing from there,  but I am thinking we really need to drive this from the Production orders with released status, and then flow down to the inventory ID, qty, stock location etc.  Does anyone know if a repo

Has anyone ever done a customisation to Enable Pay By Line to work for Sales Invoices generated from Sales Orders. Acumatia does not support it and am wondering why they did not allow it. 

I have an integration (roughly 4 years old) that I used the Acumatica.RESTClient to get started a while back. While not this exact version, it was an older version available at the time: https://github.com/Acumatica/AcumaticaRESTAPIClientForCSharpAll of a sudden recently an issue popped up in the live tenant when using this tool to submit to the web services just creating a very basic Journal Transaction. The payload includes the Module (GL), LedgerID (ACTUAL), Description, TransactionDate, Hold (false), and finally Details (details include Account, Subaccount, DebitAmount, and CreditAmount).When sending to the transaction using the Acumatica.RESTClient code, it will fail in the live tenant. I get this response from the web services:  An error has occurred. : Operation failed : { "message": "An error has occurred.", "exceptionMessage": "The system failed to commit the BatchModule row.", "exceptionType": "PX.Data.PXException", "stackTrace": " at PX.Api.SyImportProcessor.SyStep.Com

Hello,We would like to know what are the options (and costs involved, if any) to have access to a Sandbox Accumatica instance where we can develop and test integrations via web API calls. It would be like a NFR licenses companies use to offer to development partners.We don't plan to sell any specific Acumatica plugins or applications but only to provide consulting services for companies already using Acumatica and demanding integrations with other platforms.Also, we don't want to be reseller or a company that implements Acumatica so I think ISV level partnership isn't necessary.Thank you,Fernando.

We're on 2025 R2 and have been rolling out the Modern UI. Several users are reporting that grid column personalization — column order, visibility, and width — does not persist. Changes are lost immediately on page refresh. Behavior:  - User customizes grid columns (reorder, hide/show, resize) on a screen  - Refreshing the page reverts columns back to default  - This is happening across multiple screens — AP Bills & Adjustments, Projects, Service Contracts, and potentially others  - The same screens work correctly when reverted to the Classic/Legacy UI — column preferences save and persist as expected  What we've tried:  - Confirmed it affects multiple users, not just one account  - Verified the issue is not browser-specific  - Reverting individual screens to Legacy UI resolves the issue (columns save normally)  Questions:  1. Is this a known limitation of the Modern UI's current personalization layer?  2. Is there a patch or hotfix that addresses this?  3. Are others experiencing t

Hi Team,I am working with 2025 R1 (25.101.0153). I want to customize Inventory ID selector, to load template items too along with stock items, under Related Items tab on Stock Items screen.I tried with Cache Attached on Stock Item graph but that did not help. Can you please suggest best possible way to do that. 

Hi everyone,I’m trying to customize the Acumatica UI by adding a custom icon to the top header area (the element with id navBarMaster). My goal:Add a new icon/button in the header (similar to notification/user icons) When clicking the icon → trigger an action (e.g., show a dropdown or popup list of items)What I’ve explored so far:Injecting JavaScript via MasterPages (e.g., FormDetail.master) → works but not safe for deployment Looking for a solution using Customization Project (C# / Graph / PXPage) instead of modifying core filesQuestions:Is there a supported way to extend the header (navBarMaster) via Customization Project? Can this be done purely with C# (Graph/Page customization), or is JavaScript required? Are there any recommended patterns for adding global UI elements (like a notification bell) Any guidance or best practices would be greatly appreciated. Thanks!

We are working on a custom form/workflow to print the Pick List (SO642000) and Packing Slip (SO644000) via a processing form to DeviceHub. The problem we are having is that for some reason, devicehub will print these out of order.If I don’t print to devicehub it is combining the reports and will show them in a single window. Both are set to use PDF. When this goes to devicehub it prints each report as a separate job and then often they are no longer in order.Is there a way to 1) get this combined report to print as a single job on devicehub or 2) have better control of what order devicehub is printing in? Obviously I’d love both to be true, but will settle for one.The code looks like this:                    // Define report parameters (keys must match report parameters in RPX)                    Dictionary<string, string> parameters = new Dictionary<string, string>();                    parameters["ShipmentNbr"] = theShipment.ShipmentNbr;                    PXTrace.WriteIn

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: 2026R1Great 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. Karthik Gajendran - Acumatica Community Featured Member for April 2026Meet Karthik Gajendran our Acumatica Community Featured Member for April 2026. It’s great to have you as part of the Acumatica Community ​@KarthikGajendran! Acumatica Community Webinar - Data by Design II: Take Acumatica’s Report D