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I created a GI that monitors SO Lines for items that are “Explodable” which are designated via an item attribute. I’m new to creating business events but I want an import scenario to run when new records are added to this GI. When the items are exploded the “Explodable” item is deleted from the sales order, thus not returning to the GI that monitors sales order lines. Do I have my business event set up correctly? I can’t seem to get it to fire.  XML AttachedThe import scenario itself operates as expected.

Hello,We are troubleshooting an issue with the built-in eSign / DocuSign integration after upgrading a client to Acumatica 2026 R1.The client’s Acumatica-to-DocuSign integration has been down since the upgrade. We are able to get to the DocuSign authorization screen and select Allow Access, but after DocuSign redirects back to Acumatica, Acumatica displays:“The connection to the eSign provider has failed.”We have been working with Acumatica Support and DocuSign Support, but have not yet found a resolution.Current findings:DocuSign Support has confirmed the following:The Integration Key / Client ID is valid. The Client Secret is valid. The initial authentication call from Acumatica to DocuSign is successful. The issue appears to occur after DocuSign authorization, when Acumatica attempts to complete the connection.Redirect URIs tested:We have attempted several redirect URI formats in DocuSign, including:https://denizenhome.acumatica.com/Pages/ES/ESign.aspxhttps://denizenhome.acumatica.c

Hi,I have a requirement to restrict users from viewing Workgroup Approval records.Although the My Approvals filter is selected by default, users can still switch the filter to All Records and view Workgroup Approval records that they should not have access to.Is there a standard way to prevent users from selecting All Records, or otherwise restrict them so they can only view their own approvals (or the approvals they are authorized to see)?TIA.

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?

I’m fairly certain that this will require a customization, but I wanted to run it past brighter people than myself to confirm.We want to limit the STOCK ITEMS a customer can see and order in the self service customer portal.  I am aware we can set up restiction groups, but they are based on actually adding individual USER IDs to the restrictions group.  We want to be able to establish these restrictions on a number of attributes in the CUSTOMER.Fake examples of attributes in the customer record:Certified?Insured?Trustworthy?There will be about 10 attributes on the CUSTOMER, and they may have multiple attributes checked as “yes”.The standard restriction group requires that you enter users here rather than being able to read an attribute on the customer record.Is there a way to do this without a customization? 

Acumatica recently forced all companies to use the EZPost shipping integration who were using the native WorldShip and Stamps.com integrations, but this integration is currently down. Any update on what happened and when this will be fixed?None of our sites using this integration can ship right now.  

We have been using Acumatica for 10 years and here are the modules that we are currently using under Field Service Edition SaaS Subscription Financials and Inventory Management Service Management - unlimited resources Equipment Management Deferred Revenue  Contract Management Customer Management with Portal Personalized Domain and SSL Resource Level - L2What are the modules I need to avail if I'm going to use the latest subscription options of Acumatica?Thank you.

Known Issue: The EasyPost platform experienced internet connectivity issues starting early morning 7/23/2026 (first reported 07:57 PDT). Affected all customers using EasyPost's API and related services.Root cause: A connectivity issue at EasyPost's hosting provider affecting network access to their data centers.Resolution: Network connectivity has been fully restored, EasyPost services are operating normally, and system-wide error rates have recovered to normal levels. EasyPost Engineering will continue monitoring for any residual effects.Actions needed: No customer-side action required. We recognize the disruption this has caused and extend our sincere apologies for any inconvenience experienced.

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,Is there an option for us to merge customer cards?Lets say we accidentally created aduplicate card for the same customer and there are  already SOs created for them, is it possible to combine it with an existing customer card?

Hello! I have made a few filters and want to show our “Default Salesperson” employees how to filter only their name. This is easy to do on desktop However, when I go to the mobile app, the filter doesn’t show up correctly. When I click on their filter, it’s blank.My initial guess is because there is no sort option for the salesperson on the app. Is this the case? If so, how do I add this as an option so our remote salespeople can see their sales more easily when they are travelling?

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 spend a bit of time on the trace screen, I’m sure I am not alone, and I got tired of clicking every “Show more” and drag-selecting stack traces that paste in notepad. So I built a small Chrome extension I now use regularly, and I figured others here might find it useful: • One click copies every exception on the page: all “Show more” links auto-expanded as numbered plain text• The copied header includes which request caused the error: screen ID, command, request type, time, duration. If the errored request isn’t the row you have selected, it selects it and copies anyway• A “Copy for AI” button prepends your own configurable prompt, so the paste is a ready-made debugging request for Claude/ChatGPT/Copilot• There’s also a “Pick element” crosshair mode to copy just one panel (Messages tab, SQL tab, a single exception) It’s free, MIT-licensed and open source, with no accounts, no analytics, and no network requests — you can verify that in the code. Chrome Web Store: https://tinyurl.com/A

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!

HelloMy client has 2 DH running, same server, 2 different users. Each DH connects to one URL- they have 2 nodesBoth DH connect with same user name to same Tenant.This works just fine, except that when we update printer drivers, restart server and for other unknown reasons, both DH loses the printer’s size configuration causing a major disaster in 8 locations that work 24hrs. a day.We have managed to download the printer file configuration and when this happens, we load it again, but we need to know if this is a known issue or if we can get someone from DH support to help. We are getting calls in the middle of the night because DH loses this.This is the setup we have for both DH:    This is where we have the issue-DH Printers tab:  they have 63 printers and when the Paper Size that was saved before disappears, we have to go into both DH and fix each and everyone of them.This not only causes chaos among all users in all 8 locations, while we fix this, the DH is stopped and no one can pri

Has anyone else had connectivity issues recently when trying to connect or work in the mobile app when they know that they do in fact have WiFi/cellular connectivity?  When the error occurs the user is able to open a website in Chrome to confirm that they do have connectivity. This seems to be a new issue in the last couple of days, and all of the reports so far have been on Android devices.  It is affecting more than one of our customers on different Acumatica instances.    

We just found out we cannot print drop-ship POs once it’s been received while being in the PO. Does anyone know the reason? We have a work-around of reopening the PO and printing, or using the Printed Form in the PO list screen. 

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. 

When trying to upload using mobile app, or having a business event trigger a push notification we are seeing No access token returned invalid_scopeHere are the errors:When uploading using mobileThis all started after upgrading to 2023 R2.  Currently on 23.201.0092.

Are there any implementation/training documents in Acumatica’s open university for inventory planning? I can’t seem to find it :) 

I received a payment from a Vendor that is a refund for a previous invoice paid.  How do I process this transaction to show that this vendor paid me back?  The refund exceeds any of my invoices and all invoices have already been paid.  So there is no open invoice to apply a credit to.  Need some help.

If a Modern Customer Portal user (a contact of a company) is granted access to the portal, with the Customer Portal Contact Manager and Customer Portal Company Manager roles, within the portal they can view Company Profile and click Add New Contact, but after doing this, the new contact appears in the Contacts tab of the customer account in the main ERP instance, but within the portal, the user is unable to see any records listed in the Contacts section of the Company Profile:We would like to use this role to allow a nominated company contact to manage the portal users within their company, with the ability to add new contacts, revoke access to contacts who have left their organisation, change passwords etc.  The Customer Portal Contact Manager role looks like it could do this but doesn’t seem to work properly. Could this be an issue with the default access rights for the Portal Contact Manager role? 

Hello,There are two areas that I have questions about:1) My existing code logic locates my two action menu items "CREATE CUSTOMER TEST" and "CREATEVENDOR TEST" in the "Other" section of the "dot dot dot" menu (below). How can I relocate those menu items to the "Record Creation" section?2) The same code that adds the action menu items to the "dot dot dot" menu also adds the two menu items to the main toolbar menu.Is there a was to hide the menu items so that they are not visible on the main toolbar menu but still visible in the "dot dot dot" menu?Thank you in advance.Ken Severud  My code behind:  

Does anyone knows how to do 2 business events, one that fires when you put an attachment on the shipment and another one which fires when you put an attachment on the related invoice using the same GI (SO-SHP-INV GI) I am not concerened about the subscriber you can use any but I just need it to fire on both scenarios