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After upgrading to 2026 R1, we're getting an error when running the Print/Email AR Documents screen (AR508000) against invoices to flag them as "Do Not Email." The error returned is:"Object reference not set to an instance of an object."We traced this to the invoice's Status field. Running the process on an invoice in Balanced status fails with this error. Running the exact same process on an invoice in Open status completes successfully. We checked the Known Issues list for 2026 R1 on the Acumatica Portal and didn't find this documented anywhere.Steps to Reproduce:Open the Print/Email AR Documents screen (AR508000). Select an invoice in Balanced status. Run the process (e.g., to flag the invoice as Do Not Email). Error is thrown (see screenshot below). Repeat the same steps on an invoice in Open status - the process completes with no errorJust wanted to flag this for the Acumatica team - looks like a bug that came in with the upgrade. 

I am currently looking for the installer for Acumatica Version 20.208.0031 and was wondering if there is any person might still have a copy saved. If you do, would you mind sharing it with me when you have a moment?I would really appreciate your help.

I have seen this come up in the Modern UI Issues thread. We are not live on 26R1 yet, but pop-up windows not reliably remembering their size has been an ongoing frustration during testing.I found a workaround, but no documentation for it. Does anyone know how this actually works, or where it is documented? I would rather set it properly than rely on a browser-side hack.26R1 (possibly earlier) appears to store pop-up window dimensions in the browser's local storage, keyed by screen ID. Adding or editing key/value pairs changes the size the pop-up opens at.Example: from Sales Orders (SO301000), clicking the Customer ID link opens Customers (AR303000) in a pop-up window. By default it opens too small, and resizing it does not reliably persist. Adding or editing these keys in local storage makes it open at a consistent size:AR303000_oheightAR303000_owidthThere are also iheight and iwidth keys. I do not know what distinguishes the "o" set from the "i" set. (Outer vs. inner frame, maybe?)  W

Hi AllI have a question about PCS to SaaS migration.My scenario is this:I have a PCS deployment of Acumatica in which I have multiple tenants. One specific tenant would like to move out of my instance and have their own SaaS instance. They do not use any customizations. They would basically like to pick up where they left off from the PCS environment to continue operations in the new SaaS environment.My Question is:Can I take a full snapshot of their tenant and provide that to Acumatica to create the new SaaS environment or will they need the actual SQL DB to have it done?Thanks in advanceAmit

Hi,We have a business event on a custom data-entry screen. The requirement is to send one consolidated email per task when multiple detail records are changed and saved together.Business requirementProject 102030 contains seven detail records in a custom table. Each record is linked to a task, and each task is assigned to an employee:  Task A: Detail Lines 01–03, assigned to David@gmail.com. Task B: Detail Lines 04–07, assigned to Jon@gmail.com. When a user updates several detail records and saves once, the system should identify only the changed records, group them by Task ID, and email each task’s assigned employee.Example scenarioThe user makes these changes and saves the document once:Task Detail line Original weight New weight Task A Detail Line 02 110 130 Task A Detail Line 03 120 125 Task B Detail Line 06 150 155 Task B Detail Line 07 160 170 Expected behaviourThe system should generate exactly two emails: David@gmail.com: One email containin

Hi everyone,We are currently working on a historical data migration into Acumatica and would appreciate some guidance on the best approach.Our requirement is to migrate several years of historical sales data, including: Sales Orders Shipments AR Invoices For the historical AR invoices, we would like to use AR Migration Mode, as these invoices are being migrated for historical/reference purposes and must not generate any new GL entries.However, at the same time, we would like to preserve as much as possible the standard Acumatica document relationship and navigation:Sales Order → Shipment → AR InvoiceInstead of generating the invoice through the normal Prepare Invoice process from the shipment, our idea would be to: Import the historical Sales Order. Import/create the corresponding historical Shipment and maintain its relationship with the Sales Order. Enable AR Migration Mode. Import the historical AR Invoice directly. Populate the standard SO/Shipment references on ARTran

I want to update a field in the File Maintenance Screen. I have tried building an import scenario to do this, but it seems to have a hard time calling upon an already existing File so that we can update the Import File Reg. Exp.We are creating this import so that we can schedule a daily import that updates the Reg Exp to the next day. Then we can pull a file with the right date from an external source automatically.

25R2 Manufacturers: If you have any non-base UOM Materials called out in In Process Production Orders, take a look at Inventory Allocation Details.  You may find that the system is not recognizing that demand, potentially causing Inventory Planning errors.Any manufacturers out there experiencing this?Development acknowledged it as a bug, but we’re the lone reporters at this point: AC-377609.

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 Subscribe, Participate & Win! JAMIS Prime User Community ContestJoin the conversation in the JAMIS Prime User Discussions Forum for your chance to win a prize package filled with JAMIS swag, gift cards, training opportunities, and more. What's slowing down your sales orders these days? It could be something that's always been a pain, or something new that came up as your business changed. And if you've started doing things differently, like new tools, automation, or a workaround that actually works, we'd love to hear about that too. Jini Nickelson - Acumatica Community Featured Member for September 2026Meet Jini Nickelson our Acumatica Community Featured Member for

Hello,I have an integration with a 3rd party EDI provider into Acumatica.I need the ability to compare the incoming EDI (derived from non-standard Acumatica tables) total amount of the EDI sales order with the Acumatica sales order total amount. Example:EDI sales order total = $50 (data stored in custom tables)Acumatica Sales Order total = $51Print this record on my new custom report because the sales order TOTALS don’t match. Discounts are involved which are causing the discrepancies I need to report. I have written a report that accurately reports the Sales Order number and the total from the EDI tables.I intend to use this as a subreport.The total is in a group footing as it sums up the individual lines of the order.This part works. I can write a main report that will accurately calculate the total of the actual Acumatica sales order.However, this too will have the order total in a footer as a subtotal.  (main report) So I have a subtotal on a group in a subreport that I want to com

Is there a way to limit who is able to add cost codes to the job? Like admin rights for cost codes?I am trying to customize this so no one in the company can invoice to a cost code that wasn't used within the job. 

Hi all,We're piloting outside processing (subcontracting) in Acumatica for manufacturing and ran into a gap while testing: Vendor Shipments don't seem to be supported in the mobile Pick, Pack & Ship / WMS scanning flow the way Sales Order shipments and PO receipts are.This matters a lot for us because many of our items look very similar to each other, and scanning the barcode to confirm we're shipping the correct item is a critical control for us — doing it manually on the desktop screen increases the risk of picking/shipping the wrong item.Questions for the community:1. Has anyone built a customization to expose the Vendor Shipment screen to the mobile app framework (similar to how Shipments/SO302000 can be exposed for scanning), so it can be scanned like a regular shipment?2. Is there a known ISV product that supports scanning/confirming Vendor Shipments for outside processing in Acumatica specifically?3. Is this on Acumatica's product roadmap for the WMS module?Any pointers, wor

We overproduce on our first operation sometimes. I want to be able to overproduce at that time. However, I do not want to allow for people to be to go crazy or not have the rest of the order qty’s controls in place that make each operation qty’s match.  Example set system to overproduce So, on operation 10 qty to produce was 100They were able to produce 150, and they complete 150 Then on operation 20 because system is set to allow over production, even though there are only 150 to make they complete 180.  I was trying to come up with the best solution so I could overproduce but keep the integrity of the locked system in place. Maybe some kind of buyoff and order adjustment? Operator triggers an over production buyoff, and some corrects the order qty? I don’t want to reinvent the wheel if something already exists.  

We are trying to create Lot/Serial Allocations for a Manufacturing Move Transaction through the Contract-Based REST API.Environment:Acumatica Manufacturing 24.200.xxx Move Entry screen (AM302000) Lot/Serial tracked finished good Custom endpoint exposing MoveEntry and Generate actionScenario:Create a Move Transaction successfully through REST API. The transaction line is created with: Quantity = 2 LotSerialNbr = blank Allocations = empty In the Acumatica UI, the Generate Lot/Serial Numbers button is enabled and works correctly. However, when invoking the Generate action through REST API:POST /entity/{endpoint}/MoveEntry/Generatewe receive:PXActionDisabledException: The Generate button is disabled.Investigation:The Move Transaction is in Balanced status. Hold = false. Quantity exists on the transaction line. Allocations are empty. LotSerialNbr is blank. Generate button is enabled and executable from the UI. The exception occurs only through Contract-Based REST API.Questions:Is creatio

I’m creating a Pivot Table from a Generic Inquiry and I have multiple rows included. In this example, I’m just pulling the Employee, Project, and Time Entry and mashing them together so we have a report that shows Employee totals and Employee Project totals. It looks and works great. But the problem is when you export to Excel and it looks not so great. The second column moves over to the blank column when the name doesn’t show (names and project names replaced with generic data). Is there any way to stop this from happening? I would expect it to look more like this considering this is how it looks in the pivot table: Anyone have any suggestions? Or is this just a bug?Editing to add a quick note: I could do this in Report Designer with a Tabular Report which downloads nicely to Excel, but then I can’t have a total on the far right side.

       I deployed a production environment (with a license) on 2024R2. When I open a Customization Project using the Customization Project Editor, it is extremely slow and almost unbearable. However, other operations in this environment seem to have normal performance—only the Customization Project Editor is very slow.     By contrast, the same project refreshes normally in my testing environment (without a license). Why is this happening?

For those who have upgraded to 26R1 and the Modern UI, how has your experience been so far? Curious whether anyone is seeing any notable: Any performance issues or screen load delays Bugs or regressions UI quirks or navigation challenges Improvements you’ve actually liked Would love to hear how stable things feel across different tenants and industries.

Is it possible to prepare an existing binary snapshot already prepared for export in XML using “Prepare in XML format”?If this is possible, would I need to put the tenant in maintenance mode to do so?I exported a binary snapshot to import via the setup wizard and also to save as much space as possible but I forgot that it had to be in XML format for that method of import to work. 

Using patch tool version 1.18.1.0. I attempted to update my developer instancefrom  26.100.0175 to 26.100.0175.5  I don’t recall seeing an error in the terminal, but I also don’t recall closing the terminal. I went to load the site and got the following server error. “ The type or namespace name 'Maintenance' does not exist in the namespace 'PX.Data' (are you missing an assembly reference?)”   After some digging I discovered that PX.Data.dll was missing from my instance bin folder. The patch tool errors now if I try to run any of the commands.  Attempting to run the wizard to upgrade/repair the site also errors on PX.Data.dll.  Anyone else seen anything like this?

Release:    2026-8.56.0          Update: September 24, 2026  Canada FederalIncome Tax – ACTION REQUIRED - effective September 24, 2026FIT taxable wage on Canadian paychecks did not reflect the Deduction for Living in a Prescribed Zone or Annual Deduction Amount settings.When either "Deduction for Living in a Prescribed Zone" or "Annual Deduction Amount" was set in Tax Maintenance > Global Tax Settings, the FIT tax amount was calculated correctly, but the FIT taxable wage shown on the paycheck did not reflect these deductions. This applied to employees of any pay frequency and could result in a discrepancy between the taxable wage displayed on paychecks/T4 Box 14 and the actual tax calculation.This has been fixed; FIT taxable wage now reflects the annualized per-period amount of both deductions. FIT tax amount calculations are unchanged. PIT taxable wage is not affected by this fix.This fix applies in the future only; it does not retroactively adjust past paychecks.Action Required: I

Hello!I am using standard cost as the valuation method for all my items. I have three BOMs, where one final product of the BOM becomes the component of another BOM.The level 2 & 1 refers to the same warehouse, but level 0 refers to another warehouse (Including the material). I want to roll cost for Multi-level, and for level 2&1 it takes the newly calculated standard cost for the next level material cost except for the level 0 as it refers to another warehouse. in another term level 0 material cost always refer to the current standard cost of the item-warehouse. I use same standard cost across all the warehouses. While keeping the above set-up, how should I complete the cost-roll up process? I feel like this cannot be achieved by cost rolling up once at multi-level. Thank You  

Meet Jini Nickelson our Acumatica Community Featured Member for September 2026. It’s great to have you as part of the Acumatica Community ​@jinin!Hi everyone! I'm Jini, from Tamil Nadu in southern India.When I was asked to share a little about myself as this month’s Featured Member, I wasn’t quite sure where to begin. So I decided to start with the questions I’m asked most often — about my journey with Acumatica, my work, and what keeps me around after all these years.The first one is almost always about the eleven years. I joined Kensium 11 years ago and I'm still here, which in this industry usually earns a raised eyebrow. The honest answer is that the work kept changing even though the logo didn't — different products, different customers, different problems every year. I never had to leave to find something new to learn.What we build, for those who ask, sits in the space between systems. I'm a Sr. Manager for the Engineering ERP team, and my team works on integrations and customiza

I have an item on a Sales Order that we are trying to ship out. I created a move transaction and completed it with no issue but it does not show up in the Allocated qty on the sales order. When I went to go manually allocate this item, I see that the Related Document is still the Production Order itself and not the move transaction and the item does not allocate manually through the Line Details either. How do I go about getting this onto the shipment? We have shipped 4/5 already and are looking to ship the final 1. Line 8 is the line in question.Thank you! 

Is there a preferred method for adding a restocking fee to an RC return order? Our thought was to create a “RESTOCKFEE” non-stock item and add it to the RC with a negative amount to subtract the fee from the return. Does this make sense, or is there a better way to go about this?

Hi everyone I hope you're having a great week! I'm running into an issue with Subcontracts and Projects in our system, and I'd love to get some advice from the community.Here is our current process:We have a 1-year Subcontract with a Vendor that covers multiple Projects. Each month, we:1. Reopen the main Subcontract.2. Add a new line for the current month's payment (linked to an active Project).3. Click Remove Hold to process it.4. Create an AP Bill to pay the vendor.The Problem:Over time, some older Projects on earlier lines have been marked as Completed. Now, whenever we Reopen the Subcontract to add a line for a new month, the system blocks us from clicking 'Remove Hold' because of those Completed Projects—even though the old lines linked to them are already Closed.What we expect:The system should only check the Project status for Open lines, and ignore Closed lines so we can keep processing the main Subcontract.Has anyone faced this issue before? Is there a recommended setup or wor