Discussion Forums

Hi Everyone, I’m trying to add the Bank Deposit (CA305000) to a custom endpoint, however I’m struggling with getting the payment details to populate.I have no issue with adding the Header or the charges, but I’ve tried a bunch of different ways of adding the payments without any success.Below is how I have the endpoint at the moment however I have tried it with the AddPaymentDetail not being nested within AddPayment as well as trying to add the payments directly through Payments.When I submit a request the record will create however the payment detail will be emptyThe closest I can got to having it look like it is trying to add the payments is if I omit the DocModule property of $.AddPayment.Payments[*] then I receive the following error.Any help here would be greatly appreciated.

Hi,I am implementing my first Bank Feed using the “From File” (CSV) option for a corporate credit card.The objective is to: Generate Expense Receipts Ensure proper bank reconciliation Maintain clean matching between the corporate card and the cash account Since this is my first implementation, I would appreciate guidance on best practices and common pitfalls.1️⃣ Transactions to Include in the File (For Expense Receipts + Reconciliation)I need to code my parserTo ensure proper reconciliation, should the CSV file include: Only purchase transactions? Or both purchases and payments? What about interest charges, fees, or adjustments? Example of the file structure I am working with: If the goal is: Automatic Expense Receipt creation Proper Cash Account reconciliation Is it considered best practice to: Include all transactions (purchases, payments, fees) for reconciliation accuracy? Or split logic between expense-related transactions and payment-related transactions? 2️⃣ Account N

Hello CRM Users, The CRM Product Management team had a fantastic time last month at Acumatica Summit 2026, and we truly appreciated the opportunity to share new CRM capabilities and connect with many of you in person. Your engagement, questions, and candid feedback are invaluable as we continue to evolve Acumatica CRM.  Whether or not you were able to attend Summit, we would love your input. Please take a few minutes to complete our post-Summit CRM survey. Your responses will help us:  Prioritize and shape the future CRM roadmap   Partner with current users to validate designs and enhancements to specific features   Identify high-value improvements and new capabilities   Strengthen how we collaborate and communicate with the CRM user community   Thank you again for your time, insights, and partnership.  We look forward to building the next generation of Acumatica CRM together!   -Tara and Michael Acumatica CRM Product Managers   

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 Meet our 2026 Acumatica MVPs!The Acumatica Community is filled with customers, partners, and creators who are just as passionate about ensuring our ecosystem thrives as we are. Our Community members go the extra mile to serve each other, and one of the ways we like to show our deep appreciation for their efforts is by honoring those who selflessly share their time, expertise, and knowledge with the Community. Acumatica User GroupsNew! Construction Customer User Group Request to join today!The Construction Customer User Group is a place for customer networking around construction-specific ideas, questions, discussions where you are most interested in another USER perspec

We want to use the SendGrid integration to track opens, clicks, etc. for emails from Acumatica. This includes emails sent: From the Mass Emails screen.  Through Notifications, e.g. sales order notifications, invoice notifications, etc. I configured a system email account to integrate with SendGrid and set it to track opens, etc. by default. When I create an individual email from a business account, those settings populate through to the email, but when I created emails via the mass emails screen and the Print Statements screen, the settings to track opens and clicks (“Track Email Opens” and “Track Clicks in Email”) were not checked on the email activity. Do we need to do something more with our configuration, or does the SendGrid tracking not work for mass emails and notifications?

Hi everyone,I’m looking for guidance on how to create dashboard widgets in Acumatica that display the following: Top 10 Customers by Sales ($ Amount) Ranked by total sales revenue Displayed in a graph (e.g., bar or column chart) Top 10 Items Sold Ranked by quantity sold and/or total sales amount Graph should display the item name and description Should show both quantity and price (or total sales $) Additionally, I’d like both widgets to be filterable by: Weekly Monthly Quarterly Ideally, users should be able to adjust the date range dynamically from the dashboard.My questions: Is this best accomplished using Generic Inquiries (GIs) as the data source for the widgets? What tables and joins would you recommend for pulling accurate sales totals (ARInvoice, ARTran, SOOrder, etc.)? What’s the best way to structure the GI to allow dynamic date filtering (week/month/quarter)? How can I ensure the item description appears correctly in the graph labels? If an

Hello there,I have Tenant A (Main Company) and Tenant B (Start up). Email set up is the Exchange server configuration. We want one user to send emails from Tenant B as well as Tenant A.Therefore, we just copied the External Application settings of Tenant A to Tenant B and synced only that one user’s email account in Tenant B.When the user tries to send emails from Tenant B, it is picking the previous sent emails from Tenant A too.Can we use the same email address for two different tenants? Is the above the correct way to set up in these type of scenario or do we need two distinct email addresses for this user?Thank you for your inputs.Regards,

Hi Team,We have customized the process order screen for client requirement to include one more action, we would like to check if, parallel processing can be turned off for this specific action and verify it that is causing This action includes a print job and for some reason, for few records we see duplicate prints.If this not feasibility, open for your suggestion. 

Good day,User can’t login from Outlook from the ACM Icon.  They are getting the attached message. The direction seem inconsistent. On each role?Any suggestions?EvanStep 1: Verify and set up access rights:Sign in to Acumatica as an administrator. Navigate to the Access Rights by Screen (SM201020) form. In the tree, select Hidden > Outlook Add-In Read Mode. Set up access rights for the needed roles, or reset access rights by selecting Not Set in the Access Rights column for the Administrator role. Save your changes.Step 2: If access rights are set correctly and the issue persists, a corrective script should be applied. Please submit a case to Acumatica Support to receive the script and any assistance you may need with running the script.

In 25R1, we noticed a change in behavior related to paused Appointments.When an Appointment is paused, the system is not updating the Employee Time Activity/Time Card immediately. The time activity only gets updated after the Appointment is completed.However, in 23R2, the Employee Time Activity was updated immediately when the Appointment was paused.Has this behavior changed in 25R1 (or in any 2024 version)?Is this an intentional system change, or has anyone else experienced the same issue?I reviewed the all the release notes from 24R1 to 25R2 but there is no change noticed.  

I have a service order which i am trying to run the invoice, when i choose run billing the process completes but no invoice is created. What can I do?

Hi everyone,I’m working on a custom screen in Acumatica 25R2 Modern UI and I’m facing an issue with a qp-panel containing a qp-grid.The scenario: I have a primary view for "Pick Lists" and a SmartPanel to "Add Shipments". When I click the action button to open the popup, the grid inside the panel remains empty. It only shows the data after I manually click the "Refresh" button inside the grid's toolbar.What I've tried: I tried using syncState: true or syncChanges: true in the topBarItems configuration within views.ts, but I get a compilation error: TS2353: Object literal may only specify known properties. It seems these properties are not available in the IToolBarItem type for 25R2. I added auto-load="true" to the qp-grid in the HTML, but it still doesn't trigger the initial fetch. I implemented a @handleEvent in the .ts file to call this.view.refresh(), but the grid still initializes empty when the panel opens.  View definition (C#):public SelectFrom<SOOrderShipment>    .Inn

For exmaple,Vendor Lead Time as 100 days for Warehouse 1Vendor Lead Time as 200 days for Warehouse 2  etc...

Hi there, For any GI results page like the stock Sales Order screen (SO3010PL), why do some fields allow you to filter by checking or unchecking specific values like the Status column does……while other fields like Order Type only list generic operators and prompt you for a filter value?What determines this distinction? Is this something that is editable such that we could make the Order Type field filterable in the same way as the Status field is? Thanks! Jon HunsickerJones School Supply

Does anyone know of a way to handle the new CO Retail Delivery Fee ($.27 beginning July 1, 2022) either with Avatax or without? Avalara had sent out communications regarding this which stated to perform the following: Merchants subject to this fee will need to add a $0 line item to their orders with the OF400000 tax code. I’m unsure as to how this would be done in Acumatica. Perhaps someone from Acumatica may know if there will be something released in a new build perhaps? 

How do we give someone access to SHARE COLUMN CONFIGURATIONS? I can only get it to run when I give someone admin rights, but these are managers for specific segments, not admins. Where do I enable SHARE COLUMN CONFIGURATIONS for these users? I swear I’m just blind, it has to be somewhere in Access Rights, but I’m not seeing it under hidden, system management, configuration, etc. Thank you in advance to whoever has the eagle eyes to find this setting!

Hi all,Does anyone know of a way to create a “timed” promotion for inventory items that we could customize by customer price lists and/or region?Thanks!Joseph

Having an issue trying to cost Inventory to Projects. Here is our workflow:We create a Service Order and associate it to a Project. We then requisition items by either creating POs within the Service Order, Appointment, or Project. I can confirm that when the items on these POs are received, they are going into Project Stock and not Free Stock. However, when attempting to Run Billing on the Appointment we are receiving the below error. It is as though the Service Order/Appointment is trying to create an Inventory Issue from Free Stock. Is there some setting I am missing to make the Service Orders create an Inventory Issue using Project Stock?I do not want to “Allow Issue from Free Stock” as the material I am trying to bill is in Project Stock

I’ve been playing with creating a new state in our sales order workflow.  The goal is to have a “Staged for Setup” workflow on certain order types that would take place between Open/Backorder and Shipping.I was able to create the state easily enough, and the transitions into the state.  My problem comes up with getting out of that state.  While I have a transition out of “Staged for Setup” for “Create Shipment->Shipping”, the “Create Shipment” action is disabled when I’m in this new state.  I did add the Create Shipment action to the Actions tab of the new state but it is still disabled.Is there something I’m missing for getting the actions that I want to be able to take enabled in this new state?

We have setup a Pending Approval Notification in Purchase Orders Preferences that whenever a purchase order goes for approval, the approver gets an email that there is a PO that needs to be approved.  There is also Mailing & Printing to notify that the PO has been created. Is there a way to notify the requestor that the PO has been approved without creating a business event or another email template? Probably an auto-generated email that PO has been approved. Thanks so much for your time. 

Currently, in Sales Order Preferences, there is only one default Shipment Numbering Sequence configured (e.g., SH####).However, the business requirement is to have different shipment numbering sequences depending on the Order Type.For example: Standard Orders → SH#### RW Order Type → SL#### Is it possible to configure multiple shipment numbering sequences based on Order Type? If not available natively, is there a workaround (e.g., customization, automation, business event)?

Hi All,As per our requirement I have created a new COA 20040 - while creating the same selected use default sub account check box and saved.  At the same time while creating Non Stock Items selected this sales account and updating  default sub account.  it is not allowing me to save and showing an error as below 'Sales Sub.' cannot be found in the system. Please verify whether you have proper access rights to this object.  I have verified all access rights and provided necessary accounts.  Stil showing same error.  Please help me how to fix this issue.  

It would be nice to create the Prepayment as a “request” to send to the customer. But the Sales Order status remains as Awaiting Prepayment until the Prepayment is Released. While the Prepayment is still Balanced, that would indicate that the payment is not yet received.  A workaround is to create the Prepayment in AR Payments and don’t link to the Sales order until after payment is received. But this requires more effort on the part of AR team and making sure they link to the correct Sales Order.Is there any way to control this?  To leave the Sale Order Awaiting Prepayment until the Prepayment linked to the Sales Order is Released?

Hi,Building an integration with Shopify for a client. I am using custom fields to store the order ID keys and there is a PXCheckUnique in place on this field to prevent duplication. #region UsrMAXXShopifyOrderID [PXDBString(30)] [PXCheckUnique( Where = typeof(Where<SOOrderExt.usrMAXXShopifyOrderID, Equal<Current<SOOrderExt.usrMAXXShopifyOrderID>>>))] [PXUIField(DisplayName = "Shopify Order ID", Enabled = false)] public string UsrMAXXShopifyOrderID { get; set; } public abstract class usrMAXXShopifyOrderID : PX.Data.BQL.BqlString.Field<usrMAXXShopifyOrderID> { } #endregionThis validation works as expected in the UIHowever, if an identical request is made then in the response all Usr fields that are on the SOOrder object are null and the order is created without any of these fields created. (There is a Usr field on the SOLine that is still populated)I have done integrations for other clients

Acumatica has been consistently releasing new versions (R1 and R2) every six months, bringing valuable enhancements and new features. The pace of innovation is appreciated, and many of the new capabilities are genuinely useful.However, from an implementation and consulting perspective, we are increasingly facing challenges during version upgrades.In several upgrade scenarios, we have observed: Existing functionality that previously worked without issue begins to fail or behave differently. Customizations and reports requiring unexpected rework. Performance inconsistencies post-upgrade. Support responses indicating the issue is a “known issue” and will be addressed in a future release. While we understand that no system upgrade is perfect, it becomes difficult to explain to customers why stable functionality in the previous version is impacted after moving to a newer release — especially when the resolution is deferred to the next version.Frequent releases are beneficial for innov