Discussion Forums

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share Volunteers Sought: Case Customers - New AI IdeaWe're exploring a potential new feature for Acumatica CRM that automatically surfaces similar past cases, so support teams can find and locate solutions faster instead of solving the same problem from scratch every time. Jini Nickelson - Acumatica Community Featured Member for September 2026Meet Jini Nickelson our Acumatica Community Featured Member for September 2026. It’s great to have you as part of the Acumatica Community ​@jinin! Acumatica User GroupsJoin a User Group: Indiana Acumatica User Group, Michigan Acumatica User Group, Minnesota Acumatica User Group, NE Acumatica User Group, NorCal Acumatica User Group, North

We have a request to update an existing sales worksheet and release status. Are we able to edit after it has been released? What is the process for that? 

We are currently on 25R2, still utilizing Classic UI, and have noticed the last couple of weeks that when we create an activity it is not automatically reflecting in the Activity tab. We either have to manually refresh or click to another tab and go back. At first, we thought this was an issue with Edge, as I had no issues when I tested in Firefox or Chrome. However, some users experience issues in Chrome and it works fine for them in Edge. Is anyone else experiencing this, or have suggestions on how this can be fixed? We have already cleared browser histories and caches, reset the Acumatica cache, and restarted the application. Nothing we’ve tried is fixing the inconsistencies. 

I thought I would be clever with a synchronization project. I need to know when the last time I synced the data in a INSiteStatusByCostCenter record. So I created a separate table called INSiteStatusByCostCenterTPSync. This is the DAC: [Serializable] [PXTable(typeof(INSiteStatusByCostCenter.inventoryID), typeof(INSiteStatusByCostCenter.subItemID), typeof(INSiteStatusByCostCenter.siteID), typeof(INSiteStatusByCostCenter.costCenterID), IsOptional = true)] public class INSiteStatusByCostCenterTPSync : PXCacheExtension<PX.Objects.IN.INSiteStatusByCostCenter> { #region InventoryID [PXDBInt(IsKey = true)] public virtual Int32? InventoryID { get; set; } public abstract class inventoryID : BqlInt.Field<inventoryID> { } #endregion #region SubItemID [PXDBInt(IsKey = true)] public virtual Int32? SubItemID { get; set; } public abstract class subItemID : BqlInt.Field<subItemID> { } #endregion #region SiteID [PXDBInt(IsKey = true)] public

Hi, wondering if it is possible to create a GI that shows current year vs last year’s data? Attached is a sample GI that shows current year’s figures. How do I add last year’s data to compare them? Once working, I will need to add it onto a dashboard.If this isn’t possible, I’m thinking creating a new GI with last year’s data and add it onto the dashboard beside the current year.

I am working on a Shopify integration involving template items and their child stock items.The customer maintains Color and Size as product attributes. In addition, they use a Shopify color metafield for business verification. This metafield is configured as a single-choice text field with a predefined drop-down list, allowing the user to select one color.I created a corresponding attribute in Acumatica and tested both Combo and Multi Select Combo control types. I also configured entity mapping to export the attribute value from Acumatica to the Shopify metafield.  

I’ve got a custom GI that pulls together a bunch of metrics on customers, and I’ve added a dashboard to visually display data related to the customer invoices to the side panel. Naturally, I’d like if selecting a different customer in the GI would update the dashboard to show data filtered for that customer, and I was able to do this successfully with linked GI/Dash parameters. My issue is that I also want to be able to adjust the date range for the dashboard data on the fly. For instance, let’s say I’m assessing a customers credit, and I have a graph of account balance by date in my side panel, and I want to deep dive on the last 3 month. I want to plug in a date range in my side panel dash and have all my graphs update to just the last 3 months invoice data. But no matter what I do, the parameters on the dashboard are read only.What’s more aggravating is that this all works fine when the dashboard is opened in its own page. There just seems to be something applying read only status t

Hello, current Case Management customers,We're exploring a potential new feature for Acumatica CRM that automatically surfaces similar past cases, so support teams can find and locate solutions faster instead of solving the same problem from scratch every time. The goal is less manual digging, quicker resolutions, and more consistent answers across your team.To build this well, we want to test it against real-world data — so we're looking for a few community members with large, established case databases that make use of the Closure Notes functionality who'd be willing to work with us during early development. This would involve reviewing early versions and giving us direct feedback on relevance and usefulness of our findings.If you're interested (or just curious to learn more before committing), reply here or reach out directly — we'd love to chat.Thanks in advance to anyone willing to help shape this! Best, The CRM Team

The client needs to have a different order type for orders passed thru Shopify from TikTok.  An Order Data field, Source Name, is populated with ‘TikTok’. A different Acumatica Sales Order Type is required because TikTok takes care of the reporting of sales taxes so Tax Calculation needs to be disabled.  The normal Shopify Orders are only taxed in two states and the client has Avalara.The Expression Editor only can be used for the External fields.

We have expanded Field-level audit across five tenants for around 45 screens in each tenants(45 * 5 Screens). Before we promote this to Production we want to understand the cost and the correct way to operate it long term.

I dont believe this is possible but going to ask. Can you allocate an items quantity on a sales order to a location (like how the Shipment does it when it is created). I know you can allocate it to a warehouse. The Location field exists on the Line Details tab of the Sales Order but it is not editable.

Using patch tool version 1.18.1.0. I attempted to update my developer instancefrom  26.100.0175 to 26.100.0175.5  I don’t recall seeing an error in the terminal, but I also don’t recall closing the terminal. I went to load the site and got the following server error. “ The type or namespace name 'Maintenance' does not exist in the namespace 'PX.Data' (are you missing an assembly reference?)”   After some digging I discovered that PX.Data.dll was missing from my instance bin folder. The patch tool errors now if I try to run any of the commands.  Attempting to run the wizard to upgrade/repair the site also errors on PX.Data.dll.  Anyone else seen anything like this?

Has anyone figured out a way to bring in Inventory Allocation Details to a Generic Inquiry? I would like to add InventoryAllocDetEnqResult.RefNbr The DAC Schema Browser shows “Nonexistent in DB”

I am in purchasing for our company and purchase products for all of our branches (warehouses). What I am looking for, because I don’t see this functionality in Prepare Replenishment, is way to see for a specific vendor what all the branches' needs are on one screen without changing warehouses.

Hello, From what I can see this is a common bug in 25R2; what we were wondering was what the most time efficient solution was for this bug. Currently, If it is stuck or unallocating, we clear the production and redo everything. We are an on-prem company so we do have direct db access: does anyone have a quicker way for us to fix this? Is there a scripting way we can do it?

Hi All,Is there an option for us to merge customer cards?Lets say we accidentally created aduplicate card for the same customer and there are  already SOs created for them, is it possible to combine it with an existing customer card?

Is anyone on 26R1, who uses the 24 hour clock vs the 12 hour clock, finding an issue with it not allowing a labor transaction to be under the 24 hour clock vs the 12. I have checked all the local system settings and profile, along with the AM101000 screen setting but its not working as it did in 24R2. My assumption is they are forcing this change or a bug.  

Meet Jini Nickelson our Acumatica Community Featured Member for September 2026. It’s great to have you as part of the Acumatica Community ​@jinin!Hi everyone! I'm Jini, from Tamil Nadu in southern India.When I was asked to share a little about myself as this month’s Featured Member, I wasn’t quite sure where to begin. So I decided to start with the questions I’m asked most often — about my journey with Acumatica, my work, and what keeps me around after all these years.The first one is almost always about the eleven years. I joined Kensium 11 years ago and I'm still here, which in this industry usually earns a raised eyebrow. The honest answer is that the work kept changing even though the logo didn't — different products, different customers, different problems every year. I never had to leave to find something new to learn.What we build, for those who ask, sits in the space between systems. I'm a Sr. Manager for the Engineering ERP team, and my team works on integrations and customiza

Hi Everyone,Anyone with an idea on how to prevent creation of duplicate customer profiles, I tried configuring the validation settings of Account to Account as shown in screenshot below, but it still allows users to create duplicates on the customer profile. 

Hi Everyone,I have noticed that users are able to start an appointment more than once even if the previous log is still In process, this is not ideal because the user might end up tapping on the start button more than once thinking his logs aren’t being captured yet there, which causes inaccurate reporting, I have attached a screenshot with an example, in this case the user ended up starting the same appointment twice on the same date without noticing that his log was captured as twice in process and when he completed the appointment the next day, they were both completed at the same time.I don’t know if it’s a bug or there’s a setting I am missing?