Discussion Forums

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 What you may have missed in the Acumatica Community! January, 2026With so much going on in the Acumatica Community I have consolidated recent activities in case you missed anything.Connect, Learn and Share  Travis Lawson - Acumatica Community Featured Member for January 2026Meet Travis Lawson our Acumatica Community Featured Member for January 2026. It’s great to have you as part of the Acumatica Community ​@travislawson! Acumatica User GroupsNew! Piloting our first industry user group! 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

I need to perform some additional calculations on the results of a pivot table. How might this be possible? The goal is to come up with a value that is this formula:SUM(Invoice Total) / COUNT (Number of Invoice RefNbr values) for a given customer & time period.I am struggling to produce this number because of the limitations I am finding within Generic Inquiries.Similar/Reference posts:  Does anyone know if this is possible? I also see that other people are attempting to to aggregate functions as a product feature, so please upvote:  Thank you for any suggestions!

We are using the Distribution module as as of January 2026 are required to capture attributes for product.  We can set it up on the stock item tab once if it’s based on the item (only 1 vendor).  If there are multiple vendors for the item, how can we setup the attributes to be specific to the vendor?  I realize there is a way to capture the attribute at the lot/serial number level however that would require entry for each item receipt. (Lot of work!)Example:Item          Vendor         Brand (Attribute)85204       Vendor A      New England Food85204       Vendor B      Kraft85204       Vendor C      P&G

I am trying to add a custom field to the PO505000 (Create Purchase Orders) screen, but when I click the “customize existing screen” button in the project editor and then go to the screen to edit it, I am getting the error shown below: I have tried publishing the project after adding the screen but that has not worked. I have also tried removing the screen, publishing the project, and adding it back into the project but that has also not helped. Any ideas on things I can try would be greatly appreciated!

I created a mass email and used the HTML and previewed the message. The email message display shows what I need. When I send the emails, the information is correct, but when I open the email, the embedded page does not show. What am I doing wrong? 

Hey folks - do we know if there is a way to create a mapping, without customization to default the Ship Via - or are we forever bound by the Shipping mapping on the Store Settings?i.e. when a new shipment method is created in shopify and we want to import an order the system errors out because the mapping to the ship via is not provided on the Store Settings. How can we default one ship via value?

I’ve been looking around and see that it should be possible to use the Create Purchase Order screen to create 1 PO from multiple Sales Orders lines.  But when I click the POs I want to combine, it creates multiple POs.  Is there a flag or setting somewhere that I may be missing.  The POs are for the same item and same vendor

I’m seeing the error message: [2025-11-19 12:17:33.647] Cannot delete C:\[tenant]\App_Data\TSScreenInfo\Company folder, lock.json is present, pid=21156, ppid=17096 I presume this relates to a fatal build error in the previous publish attempt, which aborted with an HTML Merge error. It seems like the lock.json is not deleted when the publish exits abnormally.I have to manually delete that file before I can Publish.The issue might go away if the HTML Merge error gets fixed in a new version, but it strikes me that the Publish ought to remove the lock file.This is with 25.200.0248.

Hello,We are looking into using USPS First Class Large Envelopes “Flats” (not a flat rate shipping method, but literally a flat envelope) to ship a majority of our products. We sell small, thin envelopes of seeds. We will save about $100k a year in shipping costs by switching from Ground Advantage to USPS First Class Large Envelopes.Is anyone using this service method in Acumatica?I do not see this as an option when setting up a Ship Via. We have an integration with stamps.com and it does exist as a service method on our account:I wonder if we have to do something similar to when we set up Med/Large Flat Rate ship vias? We had to do some heavy lifting to get those working:First by creating new Carrier IDs for each of those:→ then putting those new Carrier IDs in the Ship Via as the “Carrier”→ Then adding specific BOX IDs to the packages tab of the Ship Via I wonder if we have to do the same for First Class Large Envelopes? The only wrinkle is that these are NOT flat rates. Depending on

So, I just build this GI. I want to show year to date for this year and last year.The formula for this year is working. The formula I have for this year is not working. Can I please get help if anyone has done this.This is my result now. 

Environment - Acumatica version: Acumatica 2025 R2,Build 25.200.0248- SQL Server: Microsoft SQL Server 2022 Express  - Module: Automation Schedules / Scheduling Error messageCannot insert the value NULL into column 'IsRelative', table 'DatabaseName.dbo.AUScheduleFill'; column does not allow nulls. INSERT fails. When it occursOccurs when saving or running an automation schedule that includes entries in the Filter Values tab after recent changes (upgrade, customization deployment, or schema update). The error appears at the moment the system attempts to insert rows into ‘AUScheduleFill’. --- Steps to reproduce1. Log in to Acumatica and open Automation Schedules.  2. Create or open a schedule that has a populated Filter Values tab (one or more filter rows).  3. Save the schedule or trigger the schedule run.  4. Observe the SQL/Acumatica error about `IsRelative` being NULL and the INSERT failing. --- What I have checked and tried- Confirmed the exact error text in the Acumatica trace and S

I was wondering if anyone has a work around for reconciling Balance Sheet accounts?  Our accountant likes us to reconcile all of our Balance Sheet accounts.  When we were using QuickBooks, this wasn’t an issue.  However, using Acumatica, this doesn’t seem possible.  Any suggestions? 

Good Day how can one get the current detailed TB report to display budget columns next to each TB line? 

Hi Community, Is there a way to have an API Role for a designated API User that is basically an API Admin and not a UI Admin? -RJ

Hi, I’m trying to consolidate group of companies for financial reporting. I’m using ARM reports to consolidate different companies and there are minority adjustments to be made to remove the non-controlling interest of few companies. Is there any way that can be configured in Acumatica?Thank you,Dulanjana

We are trying to clean up old vendors from our list vendor but do not have a way to identify the VENDOR status without having to drill down and open each one which is rather inefficient and not as useful as “VENDOR” status.  This may be to do a user before my time messing with the generic inquiry schema or is that how everyone’s vendor report appears. We do have MASS EDIT option SELECTED and can INACITIVE the VENDOR(s) accounts all at the same time once we have the VENDOR STATUS column available in the GENERIC INQUIRY.Does anyone know our VENDOR GENERIC INQUIRY would have a column for CUSTOMER STATUS rather than VENDOR STATUS?  The Vendor status also does not appear in the list of fields that can be selected to be visible in the report edit options.  . 

Hello Has anyone seen this error? I added Mass Actions to a GI for Production Order Ticket, but when I try to mass edit them or even one, I get this error. I was looking to complete or cancel multiples at once.  

Customer have Company wise Financial Calendar . I am running my 12 months BS based on Master Calendar”  What variable I can use to display the Respective company wise Periods (Eg :11-2025 ,12-2025) .   

We’re experiencing some odd behavior with the main search field. No results are returned when using a combination of three or more numerals and “AS”.Specifically, we have a stock items called “MAS513” with different suffixes, like AO, A12, and AS. Using the search bar at the top gives results for searches of “MAS513”, “MAS513-AO”, and “MAS513-A12”, but not for “MAS513-AS”. “MAS AS” and “13-AS” give results and can find the item, but “513-AS” does not. It works without issue in grids’ quick search field. It seems like ‘as’ is a keyword but only in certain circumstances? Does anyone know why this would be happening?Thank you for any insight you can provide,

Hello! I am reviewing the Import Scenario “ACU Import AP Bills”. When we manually print a check in Acumatica, it automatically finds the next “payment ref.” # in the sequence for the cash account/payment type and adds that into the  Payment Ref. cell. I was wondering if (for our AP Bill Import Scenario), instead of manually inputting the “Payment Ref.”, is there a way to have Acumatica autogenerate it based on the existing sequence? 

Good afternoon,Is there a way to set up a line item (i.e. - our company catalog) to go in at $0 value and bypass CREDIT HOLD so it doesn't get tied up?We want it to count against inventory for the product, but just no monetary value.Thank you!

As shown in the screenshot below, we understand that when a Move transaction is performed, the system should create both: The Move Transaction, and The corresponding Cost Transaction. This is not the actual screenshot; it was taken from the local system. In our case, we can only see the yellow-highlighted Move transaction line. The Cost Transaction shown above does not appear in the Production Order. We have identified an issue where, after completing a Move transaction, the Cost Transaction is not being created for that specific Move.As a result, the system generates a WIP Adjustment Transaction when closing the Production Order instead.We reviewed two Production Orders for the same Item Code, and confirmed that both orders have the same Event History and appear to be configured identically.In one Production Order, the Move did generate a Cost Transaction, while in the other, it did not.There are also no Parent Production Orders associated with these cases, and the No project Associ

I have only project ID and TaskCD. How to import task by TaskCD?

Is it possible to download multiple selected files as a ZIP file?Able to download one file at a time, but I need to download multiple files together as a ZIP file 

I have a sales order that i have processed through into shipping and invoiced. the shipping and invoiced status both show completed/closed  but going back to the sales order it shows as ‘Open’ and not ‘completed’. I have put the order on hold and clicked off the check box under the completed column and have also clicked on ‘complete order’ under processing and still will not change the status of the sales order to ‘complete’.How can this be resolved in order to show status ‘completed’. Please help.