Everything Else

I’m attempting to add a parameter to a Dashboard for the Branch.  I will then use that parameter in the widgets for that dashboard.  (Goal is to get a branch-specific dashboard.) When I went to add the parameter, I’m not sure which Schema Object to use to find a field for the branch to use in the parameter.  Ideally, I’d like to have the parameter populated with a value for the Current Branch. Any ideas on this would be greatly appreciated!

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.

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? 

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.  

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. 

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.Portal configured.New home page displays.Nothing on home page of portal when logged in with admin or Customer Contact. 

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

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 rights of your new screen so that portal users can see it. If you do not do this, then users will see the old portal home screen.

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 

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: https://podcasts.apple.com/gb/podcast/the-abcs-of-erp-beyond/id1663062815 Spotify: https://open.spotify.com/show/3Zc1CkSRfSGwJSDS7vLcD3 YouTube: https://www.youtube.com/@theabcsoferpbeyondHappy to answer any questions — and always open to top

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?