Everything Else

We have Advanced Kitting in Acumatica.But when I try to drag and move the Kit Lines, I am not able.I have a sales order with 3 Kits on it, many other items and the customer wants to change the top Kit item. Payments are already applied to this sales order, many items, it would take a long time to change. This happens often.  See video VideoAny idea how I do this? 

Is there a way to select a template and change the default selection from before email body to after email body?

I noticed recently that you can update attributes more freely in the CSAnswers table in this version. It used to be that when an attribute is NOT assigned to a customer or an item class, it would not insert a value for that attribute for any records missing the attribute assignment on the class. In an import scenario, you would get an error that when it was missing on the item/customer class and it would not insert a value into CSAnswers.That validation is now gone. You can freely insert values into CSAnswers without the class validation.I’m not a fan of that change, but I noticed another change that seems “weird”Now I’m seeing that Checkbox attributes are storing both True/False and 1/0 as acceptable values which causes issues in reporting. Shouldn’t it be one or the other? Why does CSAnswers now accept both for checkboxes? 

New Acumatica Overview Video for 2026.  Our last one was dated back in 2019.  

I have a requirement to disbale access on the complete order action on the Sales Order form for some users. I tried to set the access as Revoke on the Access Right By screen form. The path I followed is Access Right by screen > Sales Orders > Sales Orders > Sales Order > Compelete Order.Howver, Once I save the changes it will go back to the Inhertied status without revoking. How can I update this. TIA. 

Hello all,Is there any way that users can bring in the older mail data into Acumatica?

Hi, do you know why this is showing as ‘billable time’? I’ve checked the timecards and it is not tagged as billable. 

Hi, I need to set up a fuel levy (fuel surcharge) per carton amount ($0.20) to auto apply on purchase orders to a specific supplier and then $0.30 to auto apply to customers when ordering products from this same supplier? How do I do this?

I am logged in as Administrator and can see the option for Prepare Invoice in the Action drop down for Process Shipment under Sales. order, but other users cannot. 

We are looking to try and use the “selector” type attribute. However, we want to have the ability to open the record that was selected. Currently, I am only seeing the magnifying glass which brings up the table to select the data record we want. Is there a way to add the “pencil” or a hyperlink in order open the data record once it has been selected? Thanks! Selector attribute only allowing record selection, not access to the selected record. 

We’re using Acumatica’s WMS and we’ve run into an issue with a pick list that was started by one user but not confirmed. The original picker left for the day without completing the pick, and now the pick list is essentially locked—no other users can access it, either through the picking screen or the pack-out stage.Is there a way for a different user (such as a supervisor or another picker) to either take over the pick list or force it into a confirmable state so we can move the order to packing?Any guidance on how to handle in-progress pick lists that are abandoned before confirmation would be appreciated!

Working in 24r2 version, creating an email template with table inserting release AP check application history.   I believe the view ‘APPost’ is correct as the email does display table entries for the number of documents in the application, but each table entry is repeat of same information.  I have changed the data elements to many different selections, sometimes nothing is displayed.In 24r2, the selection is ‘ADJUST HISTORY’. Visual viewHTML viewemail body created 

We have some shipping terms that are outdated and should not be used. However, they have been used previously, so we can’t just delete them, as it will break past SOs. Is there a way to handle these in the system to prevent their use while retaining their historical record?

Hi All, in the modern UI when you click the Filter Settings button, it doesn't open the Filter Settings dialog box at all, as expectedly on normal functioning.had to switch to Classic UI, for that particular form any time i need to open that Filter Settings. just wanna find out if this case is unique to me, or is a widely known issue with the Modern UI?thanks!  

Can customer use Acumatica 2024R2 until June 2026 when this version retired on 5 May 2026 ? Because the expired contract customer will due on 24 June 2026

Does anyone have any preferred setups for handling expenses incurred on corporate credit cards?For context: We have 40+ corporate cards held by employees, each of which tends to incur 1-3 charges per day due to the amount of travel involved in our business. A very large proportion of these charges are fuel but the rest could be anything from lodging to supplies to recurring subscriptions.We implemented the Acumatica Time and Expense Module with bank feeds to import transactions so that employees could attach receipts and code what the purchases were for. However, this has proven to be an extremely clunky system and isn’t working particularly well for us because:The charge doesn’t import on the day it was made causing employees to have to wait 1-3 days to be able to attach receipts and then it can take another 1-3 days to route through the approvals process The fact that you have to claim a receipt then create a claim for the receipts in order to submit everything is essentially giving

Has anyone integrated Fresho with Acumatica?Our management wants to use Fresho to answer incoming phone calls and automatically create sales orders inside Acumatica. Has anyone done this implementation before?

I’m editing the email template for Dunning Letters.I want to include a sentence that has the due date for the overdue balance. 14 days from the day the letter is sent=Today()+14 isn’t something that works when I add it into the template’s email body. What’s the trick to get this to work?

What 3rd party Product will you recommend for the user-configurable certificate?

I would like a report showing the invoices for customers by ship to state. 

We recently updated from 24R2 to 25R2. For HIPAA and data security reasons, we need an audit trail on our customer accounts. 24R2 and previous releases, clicking audit history from the AR303000 showed ONLY the audit history for the current client.After the upgrade, the audit history shows audit history in chronological order for all accounts, and only about 2 days worth of audits shows up on the page.Screenshot of current audit history--expanding the history shows field changes for any customer, not just limited to the customer ID.Same customer - audit history from 24R2 (we still have a testDB prebackup). expanding the changes is limited to the customer ID.  Our developer has been unable to find the changes in this screen.  Do we need to try to build a GI to re-create this funtionality? Our security policy requires this audit log to be accessible and usable. Thanks!

 Love seeing this on my desktop every day!  (This is a login banner from 26R1).   

I have a publicly traded customer who is looking to track any changes made in settings in Acumatica.  They have asked how to track the last modified date for any report in the system.  When you go to a report form in Acumatica like AR641000, there is no DAC schema provided and you know that the entries on the Report Versions tab must be stored somewhere.  I have two questions:What table in Acumatica is there a list of all the existing reports? What table are the Report Versions entries stored in?Thank you,John 

The Item ID hyperlink on Sales Order and Shipment details cannot open the Stock Item popup window, no response after clicking.But the same Item ID link works fine in AR Invoice screen, can open stock item page normally.Can somebody give some advice?

We have a customer who wants to use multiple virtual warehouses to allocate stock.In reality, all of the items are in the same physical location.If a particular warehouse is selected on the sales order, so in turn the shipment, is it possible to change the warehouse that the item is picked from when using the Automated Warehouse Operations/handheld device?