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Hello Team,I am working on an import scenario to add payments to a Bank Deposit and need assistance in resolving an issue.I am able to add the payment successfully using the Payment Ref., but I am unable to add the payment using the Customer Order Nbr.Could you please advise if this is supported through the import scenario, or if there is any specific mapping/configuration required to add the payment based on the Customer Order Nbr.?Thank you. 

acuminator-mcp: Acuminator as an MCP servercontou-consulting/acuminator-mcp: Acuminator MCP ServerAcuminator is the Roslyn analyzer that ships with Acumatica. acuminator-mcp exposes it over MCP so AI assistants (Claude Code, Cursor, etc.) can run it against their own output.Three tools:analyze_project runs Acuminator against a .csproj or .sln, returns diagnostics as code, file, line, column, project. analyze_snippet analyzes a raw C# snippet against a reference project (auto-discovered from the working directory). get_diagnostic_docs fetches the official docs for a PXNNNN code.Diagnostic messages are omitted on purpose. The code is the handle, the agent looks up details when it needs them. All three tools are marked read-only so auto-approve runs them without prompting.InstallWindows, .NET Framework 4.8 (the runner is net48 only, auto-downloaded on first use), Python 3.10+, pipx.pipx install git+https://github.com/contou-consulting/acuminator-mcp.git@v0.1.1claude mcp add --scope user a

Does anyone have a list of the financial institutions in Canada that are currently integrated with Acumatica for bank feeds? Thanks in advance,Kevin

Wondering if anyone is successfully using Bank feeds in Canada? Looking for strategies that work.  The client banks at BMO and BNC and we’ve had a hard time making connections to either. We’ve tried both Plaid and MX with no real success.  We did have a connection to BMO but using a bank card instead of normal account credentials but that has since stopped working. And at one point we were able to connect successfully using MX but the Refresh did not return any transactions on accounts that definitely had transactions.  Very frustrating!

How to deleted Attribute setup in ItemClass Attibutes tab?

I am trying to add the customer order number on the add payments smart panel. I read that this can be done by using delegates, but I am struggling to get this to work.I added the dac: using PX.Data;using PX.Objects.CA;using PX.Objects.SO;namespace PX.Objects.CA{    public class PaymentInfoExt : PXCacheExtension<PaymentInfo>    {        #region UsrCustomerOrderNbr        [PXString(40)]        [PXUIField(DisplayName = "Customer Order Nbr", Enabled = false)]        public virtual string UsrCustomerOrderNbr { get; set; }        public abstract class usrCustomerOrderNbr : PX.Data.BQL.BqlString.Field<usrCustomerOrderNbr> { }        #endregion    }}  using PX.Data;using PX.Objects.AR;using PX.Objects.CA;using PX.Objects.SO;using System.Collections;namespace PX.Objects.CA{    public class CATranEntryExt : PXGraphExtension<CATranEntry>    {        [PXOverride]        public virtual IEnumerable payments(Func<IEnumerable> baseMethod)        {            foreach (PXResult&l

Hi all, could not find any related topic and being confused by MYOB support in the past have a silly question.  Our setup has a lot of published customisations 10+ for example.  If I need to re-publish one of them or update the one of the existing custimisation is that possible or do all customisation need to un-published and republished again?

Hi All, have another stupid question and if this is covered already, please direct me to it.  But we have a custom built ‘Import Scenario’ which take a CSV file and creates customers/supplier/invoices/payments etc.  For a certain import type, I want to change a logic of certain data so how it ends up in MYOB eventually?  Is this possible to do by my own, without MYOB support?  If I try Customisation button it says to ‘Select Project’ or ‘Edit Project’ and then I am prompted to enter the project name which I do not know.  So thought to check here for help.

Hi,I’m facing the below error when trying to release a Prepayment on a PO;“GL Error: Line #1 has an unexpected CurrencyInfoID or the wrong CuryID of the linked CurrencyInfo entry and cannot be saved. Please report this situation to your Acumatica support provider.”This is a USD transaction paid by AUDPrepayment;PO; AP Bill;Payment; 

I’m trying to add a new tab to the purchase order screen and add a placeholder fieldset that spans the entire width of the tab that someone can add user defined fields too.Before I can begin to explore the typescript and html side of things I can’t even upload files from my computer to the customization after extending the Purchase Order screen. (The Files or Modern UI files I don’t see an upload widget)I see the typescript and html from the purchase order screen am I supposed to edit that or upload my own?The other forum threads I’ve seen show typescript samples but no instructions on how they got that far.

Hey there, we’re getting an error on some of our shipments when syncing them from Acumatica to Shopify. The exact error is: “This shipment cannot be processed because the shipped quantity of the 62114 item might exceed the ordered quantity in the external system. Set the same tracking number for this shipment in the ERP and in the external system or delete this shipment in the external system.” It sounds like it’s saying I’m trying to ship more than the customer ordered, but that’s not the case. They ordered 1x 62114, and the shipment only has 1x on there, I verified that. Also made sure Shopify sees there is enough inventory to fulfill the order (not sure if that would cause an issue) and we do have 22 available in Shopify which matches Acumatica. I can manually add the shipment info, but that defeats the purpose of the connector. We usually have a couple a day that do this so it’s not just a once in awhile issue. This shipment had a nonstock kit on there, not sure if that causes issu

 I have some issue, automation schedule for calculate replenishment had some error like the photo. anyone know why is it ? and how to solve this thank you

When attempting to run Prepare Tax Report for one of our Canadian tax agencies, the system generates the following error:Error: Warning Error: : Error: There are transactions for tax(es) GST000,PST000 that could not be included into report. Please check tax configuration.I have identified that the issue stems from Header Tax Zone vs. Line Tax ID mismatches on multi-jurisdiction documents.For example, An AP Bill is created with a Tax Zone “ON”. Specific line items on the bill carry tax categories/codes for other provincial/federal jurisdictions (“QC” or “BC”). Because the Tax Zone stamped on the document header does not match the allowed Tax Zone mappings defined in the Tax Agency / Tax ID reporting groups, the tax reporting engine doesn’t include these transactions when a tax report is prepared/released. Has anyone else run into this issue and do you have a solution? 

Hello!Whenever I try to open the Modern UI Editor for any screen, on any customization, I always get this error.Failed to run load modules for 'html-merge-loader.js' This is in a 2026R1 sandbox, and the exact build is Build 26.101.0225.2. I have included a screenshot below. Does anyone have any advice on what to do?

We have a client that has been stopped from closing multiple periods due to the Inventory workspace refusing to close.  There are no unreleased documents. All other modules close.  Accounts have been validated/recalculated in both Inventory and Finance. The dates and financial periods for Production Orders have all been forwarded to the next period so that they will not interfere with the close. Any ideas what could be stopping it?  

I’m assuming, but not certain, since there is no documentation I can find, that I could install a local instance of MYOB similarly to Acumatica. But how?

Hi all, I have subreport in the header area that I can’t get to render. The subreport runs fine when I add it to the site menu and run it separately. I have an almost identical subreport running fine in a detail section (see below).I even tried putting the second subreport in a detail section. Lastly, if I add a field to the subreport header or footer, those fields show up. Any thoughts?   

Hi Acumatica Community,Is there a way to restrict the release of a Move transaction if there is no related Material Transaction?The requirement is to ensure that, upon releasing the Move transaction, the system recognizes the materials used in the production.We would like to prevent the Move transaction from being released if no Material Transaction has been created or released for the production.We would appreciate any suggestions or recommendations on how to achieve this requirement in Acumatica.Thank you!

Do the Multiple Production Clock Entry transactions ever fall off the list? Also, is it possible for an employee to use the “Clock Entry” screen and the “Multiple Production Clock Entry Screen” for recording labor? 

Anyone else having an issue when in Edge under the Finance - Inquiries - Account Details screen? When I try to change Funds or enter a period or account number it glitches and reverts back? I have also tried using the magnify glass to select but does not work. My Edge is up-to-date and in Chrome browser it works. All other screens are working. Thanks! 

Hello,I have a customization package that was originally created for Acumatica 2025 R1. I imported it into the Modern Portal (2026 R1), published it, clicked Convert to Modern UI, and published again.After that I'm not sure how to add these screens to the portal menu. They do not appear in the Select Forms dialog when I try to add them to a workspace.I also noticed that the Portal Map screen no longer exists in 2026 R1. When I open the Site Map, set a Workspace and Category for my screens, save, and then refresh the page, my changes are lost.I must be missing something in the deployment process. Is there a documented workflow for adding custom screens to the Modern Portal menu in 2026 R1?Any help is appreciated. Thank you!

Adding a restocking fee to an RC return order | Community Has anyone implemented a Shopify restocking fee import into Acumatica RC refund orders?I’m looking for a code-level approach to retrieve the restocking fee from Shopify and add it as a separate line to the RC refund order.I checked the Shopify refund data and couldn’t find the restocking fee directly in the REST OrderRefund model.Is there an existing Acumatica API/model or recommended approach to retrieve the Shopify restocking fee and add it to the refund order?

I have a customer who wants to be able to print out inventory item labels directly from the PO Receipt screen.They have developed a report (label) as a stand-alone screen where they can select the receipt number and it creates a label for each line on the PO receipt with the total line qty. They aren’t concerned at this point with have an individual label for each item received, though I’ve seen a number of suggestions on ways to do that on the community.However, I haven’t seen anything on how to incorporate this on the PO Receipt screen.I have tried doing this myself with an Action in a customization but the parameters don’t allow you to select the inventory item on the detail line to pass to the report (label):Am I missing something? 

Any idea as to what transaction this warning is referring to? or is there a scenario where the unfreezing won’t work? 

Hi, I’ve created a custom GI to link GLTran table to ARInvoice table. In the GI, I want the branch/company details such as address, ABN, email, etc.The relations I did was to link ARInvoice to Branch, Branch to OrganizationBAccount > OrganizationBAccount to Address and Contact tables, but returns nothing in the GI. I’ve attached the GI I created, can you please help identify what I’m missing here? I’ve done it this way before, but this specific GI isn’t showing the details I need. Thanks for your help!