Everything Else

I’m wanting to be able to setup what is a “Shared Mailbox” in Office 365 as a system email account.I’ve found this post that says it is possible but I’m not sure how the authentication would be setup as a shared mailbox doesn’t have a ‘password’ and is accessed via another user logged in who has permission.. How We Process Email Inside of Acumatica: Start to Finish (cs3technology.com) I’m assuming it would have to be POP3 and not IMAP potentially?

I have a business event set up to send an email notification when the Release action is done on inventory receipts. Every time the release is being clicked, it is triggering the business event twice, so duplicate emails are being sent. Why is the event triggering twice?Below is what my business event looks like and the log showing the duplicate triggering. 

Hi all, if I create a customer via the UI or the API the CreatedDateTime is always 5/15/2024.  I would like it to be the actual date.  I have not customized the screen or process at all. Is there a setting for this? Thank you

** Admin update Feb 24, 2026: see post by Doug Johnson with the Modern Portal Admin Guide for step-by-step installation instructions **Hello,I’ve enabled the new Modern Customer Portal but when I log in as admin or a Customer Contact with user and roles assigned nothing displayed.The Portals record has been configured.Anyone have ideas on what could be the issue?  I’ve tried with the classic Portal Enabled and Disabled and nothing changes.Tried with classic on/off.Various roles tested also, all on/off, etc.

We have sales orders that come thru with retail (stock) items but also non-stock items such as donations to other organizations. We also take sales orders up to 6 months in advance before we can fulfill them (we deal with live plants and seeds). When donations come in I would like to invoice the sales orders for those lines. Is there a way to do that? 

We noticed that in some situations while working in Modern UI, uploading files (for example receipts/attachments) can take a long time and sometimes the screen may freeze during the process.A suggested workaround in such cases, as recommended by the Acumatica support team, is to switch the screen to Classic UI, where the file upload process works smoothly without freezing.However, most implementations today recommend Modern UI for clients, and asking users to switch between Modern UI and Classic UI for certain screens every time they perform an action may not be very convenient. From the client’s perspective, repeatedly changing the UI can feel uncomfortable and disrupt the user experience.I wanted to understand from the community: Have others experienced similar behavior in Modern UI while uploading attachments/receipts? Are the

Hi,I have a requirement print multiple shipments at once. For that I am using Process Shipment Screen; however, when I select multiple shipments and process, the system will provide a preview and I have to view one by one and click on the Print. Is there an option I can print shipments without reviewing one by One.Thanks!

There is an older article on how to customize the home page for the Self Service Customer Portal:Technical Tuesday: Editing the Acumatica Portal Home Page | Acumatica Cloud ERPHowever, Step 2 is outdated, you can no longer change to the Classic UI. Does Anyone have an updated version of this?From the Classic UI you can:Access the Documentation Menu where you added your wiki Click the Create New Article option in the left menuI started by creating a very simple article as illustrated below.Set the access

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?

Summit 2026 Breakout Session Presentations - Professional Dev and Women in TechAttached are PDF versions of the PPT presentations from our breakout sessions. Leading Change: Strategies for Driving Transformation in a Dynamic WorldCareer Development: Purpose Meets Potential –Your Blueprint for SuccessCareer Development: Landing Your Dream Job 

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.    

Just curious to see if anybody started to use Acumatica Survey from Github? If so how has your experience been so far? If you haven’t why not? If you like to learn more ask a question here.

Hi,I’m publishing an eSign customization package in a sandbox (version ). The process validates successfully, then gives the following error on publication. Everything publishes OK without that package selected. What does it mean?[2025-04-22 23:34:06.571] npm run build failed with output:> screen@0.1.0 build> cross-env node --max_old_space_size=6144 --optimize_for_size --stack_size=6144 --trace-warnings ./node_modules/webpack/bin/webpack -- --env production --env tenant=[REDACTED] screenIds=SM202510Publishing customization FAILED

Hello Experts, I am stuck in one of the approval process i am creating Purchase approval with two levels 1 level- No conditions, and have two user any one approves the document it will be approved.2 level- having two user and condition (If Amt. < 50,00000) any one of the user from level 2 approves the document it gets approved.having single user in which (Amt.> 50,00000) single user assigned to it will approves the document.

Is there a URL where I can find what specific features are included as a bundle? For example, if I purchased the Construction Edition 2025 R2, is SSO security and MFA supported and included in the base package? 

Hi Community,For some reason, having the Customizer role is not enough to get you into editing a Customization Project (which does not seem intuitive). While it gives access to the Customization Project screen, it does not allow a User to actually go in and edit the Customization Project. I don’t want to give the User the Admin role, but does anyone know what is needed to edit the Customization Projects themselves.  I tried giving Delete access doing under Hidden>Customization Xml, but it opens the project in a new tab, with an error. Don’t think it should be this hard, but not sure what I am missing. Cheers,RJ

Hello,I have a requirement where if a case lies under Pending Customer status for more than 2 days it should trigger an alert to the Case Owner. How can I set this up in Acumatica?

   I’m trying to set an Automation Schedule for the Recalculate Customer Balances mass-process screen. The client hasn’t locked any periods, so the filter defaults to the first period in the system.In 24R1 I could use the Relative checkbox to adjust the period. In 25R1 Acumatica got rid of the box and says the date-relative options can be used, but I can’t enter @PeriodEnd in the Filters to Apply tab.Is it a permissions thing or roles?Release Notes2024R1 Auto. Schedule2025R2 Automation Schedule 

Hi Community, Trying to enter a new Task, and running into this error. Has anyone ran into this before? I cannot find any documentation on it.Cheers,RJ

Hope this is okay to post here. I co-host a podcast called The ABCs of ERP & Beyond with Nirav Shah (an Acumatica VAR at AdCirrus ERP). We've been publishing episodes every two weeks since early 2023, and Acumatica features heavily throughout.We cover things like:Real go-live experiences and implementation war stories Acumatica Summit recaps and new release breakdowns Practical how-tos and demos within Acumatica Broader ERP topics that apply regardless of platform — from project team structure to go-live riskWe try to keep it honest and practitioner-focused rather than vendor-y. No fluff, no sales pitch — just two people who work in and around ERP talking through real scenarios.If any of that sounds useful, you can find us here:Apple Podcasts: 

Hi All,We are trying to enable the audit history on the Sales prices screen AR202000.  We have it configured but when opening the audit history from the screen’s tools menu, nothing happens visually but when trying to navigate after, the site is slow and unresponsive until you close the browser window and reopen.  Does anyone have any insight as to what the issue might be? 

Hi community, I am trying to setup a few financial reports to email weekly out of the system, and I know I need to save the template and then schedule the template. The issue I am running into are the financial period parameters. Is there a way to set a template that dynamically pulls in the current financial period so that I can then put that template on a schedule? Otherwise, I don’t see a way around having to create a template for each period which wouldn’t work in the long run. Thank you,RJ

We’ve found a part on Create Purchase Order suggesting a order of 50 parts under IN Replanned. However, this part already has 88 units in stock, and SS is 10 and Reorder point is 20. Why is this part appearing here, and what does IN Replanned even mean?

Hi,  I am adding a pop up note in one of the customer.  Should this pop up note can also be displayed when creating project?Currently it does not show the pop up note and wondering if this is just normal not showing up in creating project.  Thanks 

We are experiencing issues with push notifications firing successfully but not being received on the mobile app. This was first identified when our clients wanted to enable multi-factor authentication, and upon investigating, we found that in our demo environment we could successfully create notifications but we didn’t receive them either. Here is a test notification I created that fires successfully, but no notification is received. We tested with multiple mobile devices, all with the notifications turned on for the Acumatica app, but nothing is received and the system shows no errors??