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How can I change the status of a sales order to complete when it shows Shipping? 

Hi Community,In the Tenant’s screen, there is a button to “Change to Test Tenant”. Is there a way to undo this as now both tenants say the status a Test Tenant, and I need to make one of them a Production tenant. Thanks

I’ve got an interesting question. I’d like to know if it is possible to copy a specific email address to Purchase Order Notification template, but depending on the stock item in the order. For example, we buy ingredients from vendors, and one of our customers would like to be included in any Purchase Order Email when the ingredients are for her business.  I cannot add her email to the vendor contact information because we may also buy ingredients from these vendors that are intended to be used for another business and received under a different stock item.   I believe I could easily create an automation to send an email directly to her when an order is placed for her items, however she needs to be in the same email thread so that she will get all of the confirmation emails as well.  And since the Purchase Order Notification is not automated through a business event, (because you may want to verify the order before clicking “Email Purchase Order”) I don’t know any other way to add filte

Hi Community,Is anyone else experiencing this issue with the Acumatica Welcome landing page? We are seeing this across all of our members.Cheers,RJ

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 All,Is there a way we can sync Actvities Created in Acumatica to Outlook Calendar? Thanks!

Hi Everyone, I noticed that the Welcome to Acumatica screen  is missing as off last night.  When our users login, this is what we see.  Has anyone else encountered this?  If yes, please share what steps you took to correct this. Thank you, Jelena

I’m looking to confirm that the following business event and subscriber should indeed trigger the “prepare invoice” button on a sales order. This business event is based on a generic inquiry that only shows sales orders with a specific ship zone and a status of open (so once the sales order is invoiced it will no longer be shown on the GI)XML To the GI is attached Action Execution: I can’t seem to get the business event to trigger for all of the records that already exist. I’m not sure when a new record will be added. Business event XML is added as well.Note I have tried the Raise Event: be “For Each Record” as well and wasn’t able to get it to initially run. Another thing I tried was counter filtering my GI so there were no records and then remove the counter filters so records would appear and that did not trigger the business event either. 

Hi everyone!With the rollout of Acumatica 2026 R1, many of us are starting to move clients or internal teams into the Modern UI. While the look is great, we are seeing some functional differences compared to the Classic UI, for example, there are reported challenges with how hyperlinks and redirects behave in custom screens or moving several JS functionality from Classic UI to Modern UI.I’m curious to hear from other partners and customers: What is one thing about the Modern UI that surprised you (good or bad) during a rollout?Is there a specific training tip or a configuration you’ve found that makes the transition smoother for end-users? I'd love to gather some 'best practices' to share as we all get used to the 2026 release!Thanks,Shushanna

Hello,I have a scenario where when the user navigates to Customers » Print statement and click on ‘send’ the email activity pop up is generated with the default email template configured in the Report designer Template ID.  However when the user clicks on select template » replacing email body the fields mentioned with ((XXX.XXX)) such as ((CustomerDefaultBillingContact.EMail)) in the email template is not getting populated.  This is the header of the email template the user selects when changing the default template to the custom one  however, only the text is appearing on the email  I had tried to add this template to the report designer to see if the fields are populating and they do appear properly. it doesn't work only when the template is changed. Appreciate if anyone could help me in identifying the issue here and how to resolve it.  Thank you so much in advance.

Hi AllI’m setting up Employee Timecars & I want users to Enter their AL (Annual Leave)However I don’t want the AL Earning Type to be associated with a Labor Item. Hence I’m runing into this error.Is there a way around this.  

I got notified I have a private message on this forum but when I try to go in my private messages, even the old messages are gone.  Is it my account or someone else has experienced and know how to fix it?  This is kind of funny in a way :)​@Chris Hackett , something you can help with?

We created a system email account for the user.We assigned it to the user on the Email Accounts Screen as shown. The reply address was populated as well on this screen.When I log in as this user, and email a sales order, PO, etc.  the email says it is from the default email account in email preferences.  We want it to say it was emailed from this user’s email address. 

How do I use the @me value on a dashboard? Each time I add the @me, it changes to 0 when I save.  

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.

Does anyone have a well defined process for merging duplicate (or more) customer records? From research i have seen making one customer inactive but then the history with the merged customer is lost.  We have several instances where imported customer data had more than two records. Ideally we would have the ability to compare conflicting data and update all references and documents to this data, and, if possible bring over to the one customer all customer history - having control and being able to make decisions what merges.Any help, insights or input here would be greatly appreciated!

Hi,I have a requirement to configure an approval rule so that AP Bills are routed for approval when the vendor is an employee.This is only one of several approval rules in our workflow, so hardcoding vendor IDs is not a feasible solution, as employees may change over time. Is there a standard way to identify employee vendors within approval conditions so that the rule can be evaluated dynamically?Thank you!

When a user is created manually on the Users screen, entering login ID directly, with Generate Password checked, linking to an employee, assigning roles, and saving, the welcome email fires immediately and is logged in Activities.When a user is created using the "Add Active Directory User" button, following the same subsequent steps (link employee, assign roles, save), the welcome email does not fire. Is this expected/documented behavior, i.e., is the welcome email trigger tied specifically to system-generated password creation (which AD-linked users never get, since they authenticate via AD)? Or is there a setting/condition we're missing that would allow the email to fire for AD-imported users as well?We'd like the same welcome notification to go out to AD-imported user.

We're testing Workgroup-based approval routing (Company Tree, EP204061) as the Approver on an Approval Map (EP205015) so any member of a group can approve when the primary approver is unavailable. This works as expected in 2025 R1. We're migrating to 2026 R1 in ~3 months and want to confirm: has the Workgroup-as-Approver mechanic, or general Company Tree behavior, changed at all in 2026 R1? We're aware 2026 R1 adds new approval workflow support for Inventory Adjustments specifically - just want to confirm nothing changed for existing AP/PO/Expense approval maps already using Workgroups.Is there any recommended best-practice approach than this work group or org-chart approach?

We are getting an error when using the Substituted List function on the stock item screen in an import scenario.From what we read, this is supposed to be supported. We created a substitution list with the stock item (original value) and vendor part number (substitution value).The field in the excel file ([Vendor Inventory ID]) contains the original value. We were expecting the inventory ID to be replaced with the substitution value (stock item), but we are getting an error that suggests it is trying to insert a new value. Anybody have thoughts or suggestions?   

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.

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.

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.  

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.