Everything Else

Hi,I have created the import scenario shown below to reverse multiple invoices and generate credit memos.Is it possible to use the same scenario to update the newly created credit memos at the time of creation—for example, their descriptions and line details?I tested this by adding a Description mapping after the reversal action and before Save, but the description on the newly created credit memo was not updated.Is this is possible and, if so, how the mapping should be configured?Thank you! 

Hi! We have an email set up in Acumatica that is specially used to receive AP Bills. Incoming Mail Processing tab on the Email Account is set up like below. It should be submitting any attachments to the Incoming Documents screen.However, we have not been able to receive any of the attachments unless I go to the Send and Receive Email screen and perform the action to ‘Receive All.”I thought the documents would be received automatically… do I need to perform the step to process “Receive All” every time new emails come in?  Thanks!

Hi,I have a requirement to default the Project and Project Task for the “Regular Hours” earning type when entering Timecards for employees belonging to a specific Employee Class or Department.I’m aware that the Default Project and Project Task can be configured at the Earning Type level. However, this would apply to all employees entering Timecards, rather than only those belonging to a specific Employee Class or Department.Is it possible to achieve this behaviour through standard configuration, without requiring a customisation?  

Hi everyone,Has anyone experienced an issue where the live shipping rates for a UPS account are not pulling through correctly in Acumatica?If so, have you found any solutions or troubleshooting steps that resolved the issue?Any suggestions would be greatly appreciated.Thank you! 

Hello,I have a unique scenario that I am trying to figure out. We have a product that packages pills for pharmacies. It comes with up to 480 pill canisters that dispense the pills. We stock these items by their unique identifier, but have a general code for quotes as to not have a 500 line item quote. The additional challenge is that we will not know the mix of canisters until after the sales order is created. We currently have to go back to the sales order and add these codes manually in order to take the correct amount out of stock. Are there any ideas on how to automate this or make is less tedious? I have looked into Matrix items, but that scenario sems just as tedious. Any thoughts would help a lot.

We have a couple of customers that require tiered discount terms.  One of them is a very large international company, so I’m sure others have ran into this situation as well.  If I have a customer that wants us to allow 4% discounts at Net 10 days that then trickle down daily to a 0% discount when the invoice hits 120 days, how do I make that happen?  The only way I can see it working is creating terms that would allow the customer a 4% discount for paying at 120 days since the system will not allow for a discount to be even a penny more than listed when the invoice is created, in addition to there only being one discount date available on my screen, not multiple due dates.  I just don’t know how to make this so that the customer doesn’t have the ability to take a 4% discount no matter what.In addition, I have a customer that wants their tier to be 4% N30, 3% N60, 2% N90, 1% N120, 0% after that.  Again, how do I accomplish this without the customer having the ability to take a 4% disco

Is there a way to fix this?Issue: We start a SO and mark items for PO. Sometimes, PO is created and gone through the normal process. Other times, PO is created but then customer changes their minds and cancels the order all together. We “cancel” the SO accordingly. But it’ll still show these in the dashboard for “POs to create.” I was able to go in a few, reopen SO and uncheck the boxes. But some, it won’t let me. Gives me an error message saying it’ll cause the inventory ID to go negative. UGH! I’m just REOPENING the SO. I’m not finalizing anything or invoicing anything. There is more than in this screenshot.

Session timeout and user inactivity timeout are two different settings. - https://community.acumatica.com/maintenance-and-troubleshooting-229/how-to-extend-the-session-timeout-3933?postid=90543#post90543Session timeout is set to 1h by default in the web.config file. When a user has exceeded the session timeout, they may not be aware.Can there be a warning message or pop up message informing them so they are aware they on a “stale” screen?

We understand that In Acumatica, the "estimated lead time" is typically calculated by combining the vendor lead time that is manually entered in the vendor details with any additional lead time days that are manually entered on the inventory line item itself and then displayed as the estimated lead time for that item.  Based on the information we've found so far; it seems that the manual process mentioned above is the only option. For companies with large inventories, numbering in the tens of thousands, automating this function is essential.Our questions are:Does Acumatica have logic that automatically calculates estimated lead times.  If so, how do we go about setting it up?For example, instead of manually updating the lead time on both the vendor master record and the item master under the vendor tab, is there a way for the system to automatically calculate the average lead time based on PO issue dates vs PO receipt dates?  Our goal is to eliminate the need for customers to manually

Hello Folks, I have ran into a somewhat challenging roadblock for creating Approval maps for multiple screens. These Screens Include: Change Orders(PM308000) and Purchase Requisitions (RQ302000), both screens seem to not save either the “Owner” or the “Workgroup” of that owner in the DAC SCHEMA making it impossible to create an approval map for these screens using one. For example: On the Change Order screen, there is no “Owner” field but acumatica should track a created by and therefore an owner field of that document. Also pulling in the Workgroup associated with that person. Acumatica is not doing any of this:  We  can see on this screenshot that workgroup, owner are both empty but the created on field (Which i have blocked out for privacy) has a field inputted. Can someone explain why this is happening is this isolated to 26R1? 

Hi community,Does anyone know what access rights allow for a role to log into the site under Maintenance Mode? I know it says only system administrators can log in. If I copy and paste the System Administrator role in Acumatica to a new role, can that new role log in under Maintenance Mode? If not, is it possible to be changed? I am looking for a role that has almost everything the System Admin has; however, I want the role to be able to login under Maintenance Mode.Thanks,RJ

Hi there everyone,Our company recently upgraded to 26R1, we noticed a few bugs here and there, but one that seems to be prevalent is an issue with the autocomplete box.  For example, when typing in an item into the Sales Order screen, typically a box automatically comes down, giving you different autocomplete options to choose from. However, now it is only loading the first 15 rows of that, and then showing only blank rows afterwards.This happens both on the Classic and Modern UI, and it happens for all fields that can be auto completed, like Inventory ID and Customer. Each time it shows the first 15 results, and then the remaining populated rows are blank. If you click on one of the blank rows, something is actually entered in, it looks like the text in the autofill box is just invisible to us. Has anyone else experienced this?

Our company has noticed on every screen, when entering a string into the search bar if they slow down typing even a little bit it will start the search halfway through entering. It seems ridiculously acellerated in 26R1 from our previous version.Is there a way to slow this down, give it at least 1.5 or even 2 whole seconds before it starts the search? (right now it feels like a quarter second or even less, some of our slower typists find it borderline unusable) 

Hi,When the system was implemented, existing assets were brought on & brought forward depreciation, it looks like a number of assets are trying to post the depreciation back to origin inception which predates the system.This depreciation all needs to be posted in June 2026, how can I force this into June 2026?  

Since the upgrade to 2026R1, if you view the ERP via http (some functionality isn’t available in the app, such as SO copying, etc), the decimal is now missing (used to show up next to the zero) from the numeric keyboard to enter cents into the field.  This makes the web interface difficult for any currency transactions the aren’t whole numbers.  There is a workaround in that you can enter a number into the field and when you leave the field it will add the decimalization to the whole number (.00) (to make 1 into 1.00) and then you can use your finger to go back into it to edit the cents and/or remove the whole number.  Hoping this is fixed in an update! 

I have this discount code But when I create a sales order with this customer I cannot get the discount to trigger. And I can’t add it manually either. Hopefully I’m just missing something silly :)  

I’ve tried it all guys. Deleting browsing data including cookies, restarting my computer, making sure google chrome is up to date BUT when I press the parent activity of this task: I get a blank/new sales order I used to be able to go to the sales order page and go to the sales order from there but I’m still getting a blank new sales order This is happening in payments and applications as well. 

Hi Community,Has anyone ever run into this error before on a Sales Order? It seems like it would be from a dashboard maybe considering the site has no container management on it.Cheers,RJ Kenna

Hi, One of our client has a third-party integration with Salesforce which connects through our own middleware tool, which pushes Invoices from Salesforce into MYOB Acumatica and creates the corresponding Invoices.However, despite Numbering Sequences being specified in Accounts Receivable Preferences, how was the integration able to create an Invoice and a Credit Memo with the same Ref. Nbr.?Any idea how can this happen?Thanks! 

Hi,One user experienced a popup error stating “PXSerialChart is not defined” in the system. This issue is intermittent and occurs inconsistently in different forms. However, once the user clicks OK, the error disappears and the screen continues to work normally. What could be the reason for this? Thanks! 

Hi All,Do Acumatica has a way to prevent users from changing their password to the same password they are currently using? If this functionality is not available out of the box, please advise on the recommended approach to implement this requirement.Thank you.  

I want to add a line item to a Sales Order, AR Invoice, Journal Entry and/or AP Bill, and be able to move it up above another line item.  Has anyone been able to do that?

The Inventory Summary page would allow a user to navigate to the Inventory Allocation Details page by double clicking the line on Classic UI.In Modern UI, the user is unable to navigate there by double clicking. Is there any way to fix this? Did Modern UI break the functionality of that navigation?What other ones should I be aware of?The XSLT depreciation broke both the Inventory Summary, Storage Summary, etc in Microsoft Edge so converting back to Classic UI is not an option.We are currently on Acumatica 2025 R2 Build 25.201.0213.6.Inventory Summary on Classic UI.Navigation after double clicking the location line for the Inventory Item. Modern UI gives no feedback when clicking the line. 

When I load a vendor price worksheet using Excel, it is not checking the Vendor / Alternate ID combination.  It is matching it with any alternate ID, even if not from the vendor I specified. Does anyone know of a workaround for that or if it is on the docket to be fixed?

Hello,When purchasing a permanent sandbox from Acumatica, will it be fine if the storage is less than production? I would think yes because that is the case for the free upgrade sandbox. Adding sandbox storage to match production adds significant cost and takes us out of our price range. Thanks!