Everything Else

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!

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.

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

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?

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 

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? 

Hello all,I am releasing a tool that I created using Claude Code (open source, github). I wasn’t going to download compliance documents one at a time to submit to auditors and vibe coded this tool.  Hope this is useful for someone. Source and pre-built binaries are at : https://github.com/hallboys/AttDown4AcumaticaAttDown4AcumaticaBulk attachment downloader for Acumatica ERP — any entity, any filter, any destination.Acumatica's UI lets you view attachments one record at a time. Auditors, compliance teams, and anyone doing an annual document pull want them in bulk. AttDown4Acumatica walks any contract-based REST entity that exposes Files, pages through matching records, and streams the attachments to local disk, S3, Azure Blob, GCS, or (stubbed) SharePoint. PLEASE READ: I’ve designed this with session and data security in mind.  I’ve also ran security reviews using Claude. I feel that everything is reasonably secure. But please review the code yourself and/or understand the risks!  

Hi, how do I set up an automatic email to go to all customers excluding 1 customer class at the end of the month (on or around the 25th of each month) that provides a reminder of all outstanding invoices that are due at the end of the month and have the system attach the invoices to the email?I’m thinking setting up an automation schedule to prepare statement and another automation schedule to print/email statements. The fact that I need to exclude a customer class, I think I’ll need to create a new statement cycle? Please let me know your thoughts.See example email below:Dear Valued Customer,This is a courtesy email to let you know that your invoice/s will be payable soon. Invoice Number Invoice Date Invoice Due Date Invoice Amount Balance Owing Status INVxxx 16/01/2026 28/02/2026 $1,540.23 $1,540.23 Due on 28/02/2026 INVxxx 22/01/2026 28/02/2026 $43.10 $43

Hello all,I have been trying to fetch the GIs from Acumatica and push to Power BI. I installed the Power BI desktop version, created a new API user in Acumatica with admin and OData roles assigned.Selected Get Data → OData option in Power BI:  Entered in the URL:https://Application site domain/odataFYI, Its a multi tenant site. and then clicked on connect, after entering in the password:I tried to login using the “Basic” menu in the left pane also, but triggers the same error. Can anyone guide me on this how can I get this connected?The PowerBI username being used here is of UserType=API in Acumatica.Thanks.

I’m working through S110_System_Security_2026R1 and got a bit confused about the wording around “creating a system tenant.”From my understanding, the system tenant is automatically created with the instance and isn’t something we manually create -  we only create non-system tenants.However, the guide says, “when you create a system tenant,” which makes it sound like a manual action.Is there ever a scenario where we actually create a system tenant ourselves? Or should this read.. “when you create a new tenant, you may be signed out after its creation,...”For context, I’m working on a local instance that initially had a single tenant. 

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

a case where an auto Sales Order Shipment (SOS) is not being created by the system.Details:Sales Order quantity: 13 Inventory on hand: 15 Qty available for shipping: 15 Inventory exists at XYZ location and has been available since April 10 Inventory is not reserved elsewhereDespite sufficient availability, the SO line goes to Back Order and no auto SOS is created.What conditions would prevent Acumatica from auto‑creating the SOS in this scenario? and when I update manually shipping rule and create shipment , below error pop up.  

Hi Acumatica Community,I’d like to share a resource dedicated to Acumatica in Vietnam:https://acuerp.vn/This is a Vietnamese blog focused on practical Acumatica usage, built to support both businesses and consultants working in a local context.The main goal is straightforward:– Help companies understand how Acumatica fits real operations before implementation– Share hands-on configuration, customization, and deployment experience– Provide practical use cases instead of generic documentationKey highlights:– Content tailored to Vietnamese business environments (finance, distribution, construction, F&B)– Real implementation scenarios from actual projects– Guidance on system setup, workflows, and data structure– Insights into applying Acumatica for cost control and operational efficiencyIn many ERP projects in Vietnam, the challenge is not the software itself, but how to adapt it correctly to local business models. This blog focuses on solving that problem with real-world experience.Th

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. 

Even after rebooting my machine, every single time that I try to create a new instance of 26R1, I get these errors and the installer stops:Even if I press OK, I get more log errors:If I press ignore, I just get more of these errors about the other log files that the installer created.Question: how to get past these log errors so I can create a new instance?Here’s the full error:Cant't create the site 26R1 -------------------------------------- Inner Exception: Exception occurred while deploying the site files.  --------------------------------------  Inner Exception:  Exception occurred while backing up the files from 'C:\deployment\sites\26R1\' directory. Try to do it manually.   --------------------------------------   Inner Exception:      WARNING: The process cannot access the file because it is being used by another process.   C:\deployment\sites\26R1\Logs\log_prepare_2026-04-09_11-11-53.txt         WARNING: The process cannot access the file because it is being used by another pr

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

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? 

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!

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?

Hey, Gang - running into an odd result when creating an access role.  I need to have the Stock Items screen ONLY display the CROSS REFERENCE tab.  As it stands, revoking everything but the Cross Reference tab and a handful of other fields somehow still allows the GENERAL and RELATED ITEMS tabs to be visible - I ONLY want the Cross Reference tab.  Here’s what I didCreated a new role (IN X REF) and only gave access rights to the Stock Items screen in Inventory Next, I gave let the Cross-Reference container inherit the rights of the screen and gave the Inventory Item container the Delete access (this could easily have been View Only, but I had already tested that).   Then I revoked essentially everything in the Inventory Item container with the exception of a handful of fields. ​​​​​​​However, the General tab is still visible because of the Auto-Incremental Value field. This isn’t as big of an idea because it’s not editable.   ​​​​​​​But the Related Items tab is visible a

Hello team,How to resolve this error? 

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 there any other recommended solutions or best practices to handle this situation? Any insights or experiences would be greatly appreciated.

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? 

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.