Discussion Forums

Hi all,I’ve been using Marketing Lists lately and running into some strange behavior, specifically two things:I have a dynamic marketing list containing two contacts that are unsubscribed. When I set filter on “Subscribed” field to False, it shows no contacts (screenshot below), but there are in fact two unsubscribed. Thoughts?   When I use the list in a campaign, it includes the unsubscribed contacts as members of the campaign. When I send a mass email from the campaign, it generates emails for these two contacts. Seems like it should exclude them?

I am trying to override a method in the Self Service Portal installed as MUI.  The error states that my signature doesn’t match the one I am overriding.  Looks correct to me... public class ICSInventoryLineMaint : PXGraphExtension<SPInventoryItemMaint> { public static bool IsActive() => true; public delegate IEnumerable FetchItemsDelegate(FetchItemsSource source = FetchItemsSource.Catalog, bool readOnly = false); [PXOverride] public IEnumerable FetchItems(FetchItemsSource source = FetchItemsSource.Catalog, bool readOnly = false, FetchItemsDelegate base_FetchItems = null) {Here is a screen shot showing the squiggleThe original method signature is:public virtual IEnumerable FetchItems( FetchItemsSource source = FetchItemsSource.Catalog, bool readOnly = false){I set my delegate as optional as this is a necessary thing to do when there is an optional parameter in the original signature.It looks like my signature matches the original.Any idea what I have done wrong? 

In 2026 R1 on the Bill and Adjustments screen, the project entered on line one defaults to the project field on subsequent lines.  We expect an ‘X’ to default like in 2024 R1.  Is this new functionality or a bug?  Thanks for comments.

Hi Everyone,I got an error message “AP Error: the next check number value cannot be incremented because the last possible value of the sequence has been reached” preventing check printing. How can I increase the limit?Thank you. 

We often work for General or Electrical Contractors, who are not tax exempt. However, the project we are working on may be tax exempt. Since we use Avalara, the Project Revenue Tax Zone must be AVATAX—but there doesn’t appear to be an Entity Usage Type field to communicate to AVATAX that the project is exempt because it's a hospital, school, etc. The exemption type is important in completing tax returns for several states we work in, but as far as I can tell there is no such field in Projects!How do we set up the Project so that Avatax knows 1) the project is exempt and 2) the type of exemption (entity usage type in Customer). We can’t just add the Entity Usage Type to the GC/EC account, because we may be doing one project at a school and another at a federal building, both billed to the same GC/EC. It really needs to be specific to the project. Having to remember to modify the Project Billing invoice before posting is a hassle, so would love it if I’ve just missed something simple.

When we figuring out stock depletion, we often run into trouble with quantities on open blanket purchase orders. For example, we will look at inventory summary and inventory allocation to see a list all current inventory on hand, supply and demand. However, there doesn’t seem to be any report tied to the inventory item that includes quantities open on a blanket PO. As a result, contracts reflected in blanket PO’s are overlooked when we’re planning the phase out of an item resulting in all sorts of issues like restocking fees, large scrap values or modifying deployment plans.Is there any way to have visibility to open blanket PO quantities when looking at inventory summary or allocation? Is there any reason that these screens wouldn’t/shouldn’t include quantities on blanket PO?

Hi, Hope you can help me understand this.Scenario: We sell stock items to Company A (an intercompany customer) using the Sales Order → Shipment → Invoice process instead of a transfer. Normally, these invoices show no cost, so nothing posts to COGS.Now, one invoice suddenly shows a cost when released, even though:The item was already receipted from the vendor earlier (and the receipt has a cost in the inventory transaction history). Previous intercompany sales of the same item still had zero cost.What I want to understand is Why did the cost stay at 0 before, and why does it suddenly appear now, when the vendor receipt cost was already there the whole time?Item’s valuation is Average.

hello all,I have a scenario where I’m looking to map Cost codes with GL A/c codes. Is this possible in Acumatica? If yes, how to do to so?Thanks in advance.

We're on 2026 R1 and building field-change history for time-in-stage reporting, starting with CRLead.Status and CROpportunity.StageID. Each change should add a row to a custom table, BXFieldHistory (entity NoteID, field name, old value, new value, changed by, changed on).Updates come from several places: the stock screens, Lead → Opportunity conversion, mass-update screens, and an external integration using the contract-based REST API. So we plan to attach a custom attribute (a PXEventSubscriberAttribute subclass) to the fields through a DAC extension with PXMergeAttributes, rather than one graph extension per screen.public class BXTrackHistoryAttribute : PXEventSubscriberAttribute, IPXRowUpdatedSubscriber, IPXRowPersistedSubscriber{ // RowUpdated: compare e.Row vs e.OldRow, remember the change // RowPersisted: write the BXFieldHistory row}What's the supported way to write the BXFieldHistory row from inside the attribute, so it commits or rolls back with the parent record in e

I’m in the process of converting custom screens from classic to modern UI for 26R1. Some of these screens are primarily used by shop floor employees via the mobile app. Is there anything special I need to do for that, or will they still keep working? Are there upcoming changes that will require updating the mapping to accommodate the move to the new UI?I haven’t been able to find answers on this.  

Hello all,I’m stuck at a point where I want to select a cost code and Acumatica should automatically pick the mapped GL A/c code. How to do so?Kindly share your suggestions.

We are using the Acumatica contract-based REST API (25.200.001) to create Stock Items and their Warehouse Details.We need to create two warehouse detail records for a new stock item:Warehouse Replenishment Source Replenishment Warehouse A001 Manufacturing   B004 Transfer A001 Our custom endpoint exposes WarehouseDetails under StockItem.The relevant fields are mapped to the Warehouses detail object, including: WarehouseID → Warehouse Source / ReplenishmentSource → Replenishment Source RepWhs / ReplenishmentWarehouse → Replenishment Warehouse The screen field was verified with Element Inspector as: Data Class: INItemSite Data Field: ReplenishmentSource View Name: itemsiterecords Business Logic: InventoryItemMaint ProblemIf we PUT a single WarehouseDetails record, the Replenishment Source is set correctly.For example, creating only A001 as Manufacturing works:{ "InventoryID": { "value": "TESTITEM" }, "WarehouseDetails": [ { "WarehouseID": { "v

Hi All,I’m hoping to get a certificate an Acumatica Certificate for Field Service Management.How do I navigate through the Acumatica University to get this & Am I going about this the wrong way? 

Hi everyone,With Acumatica 26 R1, I’m interested in understanding the current best practices for database performance optimization when developing customizations.For custom solutions that work with large volumes of transactional data, what database optimization techniques are recommended in 26 R1?In particular, I’d like to get the community’s thoughts on:When should we use BQL, Projection DACs, Generic Inquiries, or SQL Views for better performance? Are there any new improvements or recommendations in 26 R1 around query performance? What are the best practices for optimizing complex BQL queries with multiple joins and filters? When is it appropriate to create custom database indexes for a customization? Are there any concerns or limitations around adding custom indexes from an upgrade/maintenance perspective? What are the recommended approaches for processing large volumes of records without impacting the UI or overall system performance? Are there any specific Acumatica tools or techn

Hi,We have created a schedule to run the AP Bill Approval email notification. However, the schedule appears to be failing with the following error:span style="color:red">Approval.OwnerID.EMail</span>It seems the issue is related to the Approval Owner ID Email field.which field I should use to retrieve the approval owner’s email address and achieve the expected result?I also tried using ((EPApproval_ownerID!EMail)), but it resulted in an “Incorrect Email” error. Thanks!  

Hi, I am new in Acumatica, My goal is to hide/show customization menu(New screen, GI) or my workspace items without depending on Acumatica Licensing or Features.xml, the cleanest approach is to make the visibility depend on my own configuration/permission, not Acumatica's licensing feature mechanism.

We have a project that is not yet approved, however there are already commitments (Purchase Orders) against it.  We don’t want Purchase Orders to be issued to suppliers before the project is approved.  How do we stop it, is there a setting somewhere?

Hello all,I was curious to know if we can setup the project numbering seq based on the below format:Segment 1: YearSegment 2 - auto numbring sequence. For example: if I have a project to be created in the year 2026 then the ID should be 26-001, 26-002, 26-003 and so on. However when the 2027 year starts then the Project ID should continue as 27-004, 27-005 and so on..Is this possible? Or what could be other suggestions?

In Payments in Application the Withholding Tax Tab seems missing in the modern UI while in the classic it is visible. I also tried to check the screen configuration but still the tab is missing. Is there any work around that is required or it is a system limitation for the modern ui? or is it already fix in later version?please see attached files   

Hi everyone Just wondering if anyone else is experiencing this issue in Engineering Workbench and Visual BOM. In BOM, the Subassembly Item BOM is set to Revision B.But in Visual BOM and Engineering Workbench, it pulls in BOM Revision A. Is this intended behaviour of these two screens? Revision A is not the default BOM for the subassembly. Thanks for your input. 

Hello everyone,We recently received an email from Shopify titled "Action needed: Test apps by Oct 1 for fulfillment updates." It lists our Acumatica ERP Connector (the custom app used by Acumatica's built-in Shopify connector) as possibly needing an update for Shopify's new "ship and pickup in one order" feature.Shopify is asking the app developer to test in their feature preview and then submit a compatibility confirmation form. The form asks us to confirm that:The app does not create, update, or delete merchant delivery (shipping) profiles (market-driven shipping), and The app correctly handles orders with multiple delivery groups and multiple fulfillment orders, such as one item shipped and one item picked up in the same order.We are currently on Acumatica 2025 R1 and plan to upgrade to 2026 R1 later this year.Has anyone else received this notice? I would really appreciate any guidance on:Whether Acumatica has confirmed that the Shopify connector is compatible with these changes, in

This morning, users with Microsoft Edge are having issues when typing into fields, such as the Inventory ID field in the Inventory Summary page, When they start typing, their typed characters immediately disappear, and they cannot complete typing in a part number.  This does not impact our Chrome users.Are there any other customers having this issue?

Acumatica version: 2026 R1, build 26.100.0175.5Issue:When the SO Order Type has "Use Shipped-Not-Invoiced Account" unchecked (no account configured), pressing Update IN interactively (via UI) correctly shows a confirmation dialog:"The shipped-not-invoiced account is not used. On the subsequent invoice, revenue might be posted to a different financial period not matching the COGS period. Update IN?"However, when Update IN is triggered programmatically - either via a custom graph extension calling updateIN.Press(), or via a Business Event/Import Scenario mapped to the Update IN action - there is no way for this confirmation to be answered. The action fails with a generic wrapped exception:"Error: The record cannot be saved."surfacing through PX.BusinessProcess.Event.ManualEventProcessor.TriggerActionEvents -> PXActionCollection.PressSave -> PXWorkflowService.CompleteOperationInternal -> PXGraph.Persist(), with no indication in the exception message or trace that an unanswered co

Using 26R1, I’d like to hide (Revoke) the Vendor tab on the Stock Items screen (IN202500).  Can this be done via role security?  If yes, ideas on the node that would control this tab?  I’ve tried the Stock Items and the Vendor Inventory nodes to no avail.

According to Configuring 1099 Reporting information in Acumatica, the name entered into the Legal Name box on the Vendor Profile should be displayed on the 1099. However, this not appear to be the case - the Legal Name showing here is Cheryl Ogle but the 1099 is still pulling from the Account Name field and adding Ogle Properties.  Please can you advise how we can use the Legal Name field to produce the correct 1099.