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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 

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? 

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??   

Hi, I just realized that the system stores the date and time in UTC. I need to display the Created Time in GMT.What formula can I use in a Generic Inquiry (GI) to convert the UTC time to GMT?Thanks!

We are wanting to create a new tenant as the new company is not financially related to the other.   I want to copy the structure but not the data.  can someone provide the steps to copy the tenant to a new

I am setting up a daily email for tracking information on Invoices that have been released and have a date of “today”.  My GI is working, the Business event runs manually, but I setup the schedule and it is not running.  It sends but sits in the “Pending Processing” and as soon as I open the BE, the emails pop into my email (I’m testing all of them to my email for now).  Any answers?  

Hi, good day!Does anyone know about outbound IP whitelisting on Acumatica server? Can someone please share their knowledge about this.Thank you so much!

I have this purchased item that is also used in bills of materials. I’m wondering why inventory planning is allowing us to have a negative “projected on hand quantity” when I am asking for a safety stock of 2,200?  

How do I limit a user’s access to just a specific branch?

Summit 2026 Breakout Session Presentations - Consolidated  

Is there a way we can access the slides from each class we took after the Summit is over?

Summit 2026 Breakout Session Presentations - Core PlatformAttached are PDF versions of the PPT presentations from our breakout sessions. Accounts Payable: Streamlining Accounts Payable with AIAcumatica Payments: Speed Meets SimplicityCRM 101: From Login to Leverage—Unlocking CRM PowerCRM Opportunity Management: Strategic Sales Pipeline Management in ActionFinancials: Detecting Risks Before They Become ProblemsMonth-End Close: Practical Tools to Speed Up and Strengthen Your CloseInsights from SMB Leaders: Practical Steps for Driving GrowthOperational Leadership: Panel Discussion on Driving Excellence in a New EraPayroll: Managing Costs and Achieving Clarity with Payroll PrecisionProduct Roadmap: Give Input, Ask Questions, and Vote on Acumatica’s Next Great FeaturesReporting: Modifying Financial Reports with ARM …and ExcelAcumatica Retail Edition: Ask the Experts Connector Forum 

Is there a way to set up a default task in acumatica that has preset sub tasks? For example if we want to create a task to process a customer refund and what some of the bigger steps associated with that task as sub tasks, is there a way to have that pre-programmed in Acumatica?Thanks!

Hello,User emailed an Invoice from the Invoices screen and noticed they wanted to make some changes.I made some minor text changes to the notification template for invoices.I opened the invoice in the Invoices screen and emailed it a second time to see my changes.It seems to be using a different template completely the second time as I did not change the subject line, but you can see it is different.  My changes are not in the email.  Below is the notification template I edited.  You can see the subject still says “available for viewing” at the end.  I search “is now available” in templates and do not get any templates related to invoices.“is now available” is in the top message in the image above.  It is the second email after I made my changes. So I do not know what template Invoices are using or how to make them use the same template notification ID it was using before.  The one that I edited. Thanks,Larry