Introducing Acumatica Cloud ERP: 2026R1
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Over the past several months, we have heard from partners and customers across our ecosystem who share the same interest: a place to talk about AI at Acumatica, together. This space is our response to that, and we are glad to finally open it up.This is a space to:Learn — follow AI and ML concepts, agents, and emerging approaches as they apply to Acumatica and ERP Share — post your own ideas, experiments, prototypes, and real-world use cases Connect — exchange perspectives with peers, partners, and Acumatica staff on where AI is headedFrom time to time, Acumatica will contribute content on specific feature functionality and practical walkthroughs. The goal is not to tell you how to use AI, but to help you feel confident building your own agents and AI-driven solutions on the platform, at your own pace.This space will grow based on what you bring to it. Whether you are just getting started with AI or already deep into building agents, there is a place for you here. Introduce yourself, sh
I just wanted to take a moment to share with everyone about Acumatica’s first industry focused customer user group. This is a group focused on the construction industry and it’s unique needs and challenges.The plan is to hold virtual meetings during the upcoming year and in-person meetups at Acumatica Summits in the future. Thank you to @APistorius and @LaurenOHara20 for kicking this off!Stay tuned for great things!Request to Join here! Construction Customer User Group
Hello Community!As we broaden and simplify functionality, we would like to confirm our ideas and hear how your workflow may be improved within Acumatica.We kindly ask you to spend a few minutes to fill out a survey: https://www.surveymonkey.com/r/QMTHXV6Thank You.
The purpose of the Production Scheduling Whitepaper is to increase the reader’s knowledge of the scheduling processes available within Acumatica. It is strongly recommended to first complete the M100, M200 and M210 manufacturing education courses and be familiar with Acumatica processes and general work center and work calendar configurations. Upon completion of reading this document readers should understand: Available scheduling methods within Acumatica How Acumatica determines start and end dates for each scheduling method What inputs are considered for each scheduling method The following concepts are NOT addressed in detail in this document as they are well covered in either Acumatica’s online help or the M100, M200, or M210 manufacturing education courses. How to configure work centers How to configure tools How to configure machines For Finite Scheduling, when to run APS Maintenance The following topics were excluded in the first version of this whitepaper but may be
I just wanted to take a moment to share with everyone about Acumatica’s first distribution/commerce focused customer user group. As the description states, this is a group focused on the distribution space and it’s unique needs and challenges.The plan is to hold virtual meetings and in-person meetups at Acumatica Summits in the future. Thank you to @jharris and @james.mallory for kicking this off!Stay tuned for great things!Request to Join here! Distribution Customer User Group
Dear community, We are collecting feedback about technical webinars you’d like to see.Please leave a comment for the webinar you’d like to attend. Also, if you have other ideas for webinars, feel free to suggest.
This page contains information about the tax updates for Canadian and US payroll. The update is installed when you run tax maintenance. If you process payroll in any of these regions, please review this document as some updates require actions in Acumatica ERP and additional configuration might be necessary. **Hot Topic** The One Big Beautiful Bill was signed into law on July 4th, marking a significant change that is expected to impact nearly every American employer. An informative article, What Employers Need to Know About No Tax on Tips and No Tax on Overtime, provides valuable insights into this new legislation, helping you stay informed and prepared. UPDATE:Please see Known Issue: Missing Report for estimated qualified tips prevents verification and W-2 Box 14 compliance under OBBBA | Community for Tips and Known Issue: Missing FLSA Overtime reporting prevents verification and W-2 Box 14 compliance under OBBBA | Community for FLSA Overtime. Release: 2025-12.47.0
The purpose of the Production Costing Whitepaper is to help users understand how Acumatica collects manufacturing costs and calculates the cost of an item produced via a production order.Upon completing the whitepaper, the reader should be comfortable with the following concepts:How financial information flows through a production order How production orders collect costs How Acumatica calculates the cost of an item produced from a(n) Actual, Estimated, or Standard Costing Production Order How scrap costs are calculated and processes This knowledge can be applied it to by-products, and disassembly production orders but these topics are not directly covered within the whitepaper.
We’re excited to announce that we are looking to build a team of “Design Partners” in the Construction and Project Management area for upcoming enhancements(ie, Document Management, Vendor Portal, Material Management). Design Partners include Customers with all kinds of knowledge on Acumatica! Anywhere from implementation to an MVP - we want to hear from you! Design Partners will aid in the future development of our, Acumatica product. As a Design Partners, you’ll have the opportunity to:Shape requirements directly with our product team. Provide direct input on our in-progress software designs. Influence how our features and functionality are developed. Help in the acceptance processes prior to general release. We’re looking to meet 2-4 times monthly and we anticipate that sessions can last anywhere between 15 minutes to 1 hour to discuss the design, gather feedback, and collaborate on future improvements/enhancements. Your industry expertise and input will help ensure the tools we bui
The purpose of the Material Requirements Planning Whitepaper is to increase your working knowledge of the MRP process within Acumatica. It is strongly recommended to first complete the M100, M200 Manufacturing Education course and be familiar with Acumatica Manufacturing processes and general MRP Configuration.Upon the completion of the whitepaper the readers should understand:Inputs to MRP and what parameters to consider if results are not as expected. How a parameter impacts planning results and where it is used in the MRP regeneration process. How MRP performs calculations The results presented by MRP by working an example backwards. Why exceptions are generated.The following topics are not addressed in detail in the Whitepaper as they are well covered in the M100 and M200 Acumatica Education coursesWhat is MRP How to configure basic MRP PreferencesThe following topics are not included in this whitepaper, but may be addressed in a future:Forecast generation see On-line help LINK Dep
Updated 10/27/23 The following information answers many of the common questions about Acumatica’s Amazon Connector and our Managed Availability Program.At the bottom we provide a link to sign up for managed availability. This does not commit you to anything. Only let’s us know you’re interested and we’ll grant you access to additional information.General InformationThe Acumatica Amazon Connector works with 23R1 and beyond The solution primarily focuses on back-office efficiencies and accounting Pushing inventory levels to Amazon Pulling in Amazon (FBA and FBM) orders Push shipping notifications/tracking info to Amazon (FBM) Pull in Amazon Payments and Fees Statement reconciliation via Bank Feeds Personal Identifiable Information Protection (PII) More info below It supports FBA and MFN/FBM merchants Merchants use it to sell on Amazon.com and Business.Amazon.com Current merchants are selling in the US, Canada and Mexico New regions can be enabled Requires engagement with the cust
Hi Everyone, We are collecting feedback from our customers about any challenges and pain points they face while using Acumatica via the survey linked below.We would appreciate your feedback. It could be related to the commerce connectors or related to any other area of the ERP (CRM, Shipping, Financials, etc) Examples: Processing Returns and Refunds are hard, Importing the orders through the connector is hard, Taxes issues etc.,We’d also like to understand which external apps you’re using to supplement features within Acumatica. This could be due to Acumatica not offering the same functionality or the Acumatica functionality is not user friendly. Please use this survey as an opportunity to share with us what you’d like to see improved.If you are open to it, we will schedule a call with each of you to collect more feedback, better understand your position and (hopefully) work to provide a solution. Survey Form:https://forms.office.com/r/wJJUFqReEm Thank you
Customer with Acumatica Direct Support plans, this video is for you.It describes how to create Acumatica account and how to submit cases to Acumatica Support Team. Acumatica has secure access embedded in the application. For instructions on how to use this functionality to aid in the speed of resolution for your case, refer to the How to grant secure access to Acumatica ERP customers’ sites for Acumatica Support article.
This is a consolidation of Acumatica Community generated resources. These include community webinars, mentoring sessions, Tips and Tricks. Webinars20262025202420232022 Summit Sessions Mentoring Sessions Tips and Tricks
Dummy AttributeDescription: The Matrix Inventory feature in 2020R1 and 2020R2 requires the Template Item to have 2 attributes (ie color, size) to create Matrix Items. In some cases eCommerce merchants only require 1 attribute (ie size). This customization package will allow you to create a Dummy Attribute to fill the second, unneeded, Attribute but not display that Dummy Attribute on the eCommerce site.Works with: 20R1, 20R2Packages:Both packages are available on Github as Open Source solutions. To download the .zip from Github, click “Code” > “Download as ZIP”.Dummy Attribute - 2020R1 - Link Dummy Attribute - 2020R2 - LinkMisc: This functionality was added to 21R1 Matrix Item Import Scenario & Convert Stock Items to Matrix ItemsDescription: This package support 2 different features which are related.Feature 1 - The Matrix Inventory feature in 2020R1 and 2020R2 does not supported an “out of the box” Import Scenario. The following package includes everything required to import Pr
Hi everyone - Below are the Acumatica Community Featured Members consolidated. August 2026 - Rohit Rattan - Acumatica Community Featured Member for August 2026July 2026 - Arpine Arzumanyan - Acumatica Community Featured Member for July 2026June 2026 - Mark De Castro - Acumatica Community Featured Member for June 2026April 2026 - Karthik Gajendran - Acumatica Community Featured Member for April 2026March 2026 - Will Howard - Acumatica Community Featured Member for March 2026February 2026 - Featuring our 2026 Acumatica MVPsJanuary 2026 - Travis Lawson - Acumatica Community Featured Member for January 2026December 2025 - Nick Cerri - Acumatica Community Featured Member for December 2025November 2025 - Andrew Pistorius - Acumatica Community Featured Member for November 2025October 2025 - Valentina Diaz - Acumatica Community Featured Member for October 2025September 2025 - Brendan White - Acumatica Community Featured Member for September 2025August 2025 - Drew Nisley - Acumatica Community F
Please take a moment and introduce yourself to the community. Tell us about yourself, your company, area you reside, hobbies, family and pets, etc. Note - You won’t be able to reply to this post but rather create a new post in the Community Introductions forum HERE.
New to the Acumatica Community? WELCOME! Here’s how to quickly get started. Connect, Learn and Share The Acumatica community is a place where you can:Collaborate with customers, partners, prospects, and Acumatica employees. Take a moment and introduce yourself HERE. Find answers to your questions and issues with Acumatica in the Discussion Forums and Knowledge base Check out community webinars, mentoring sessions, tips and tricks in the Community Library as well as Blogs Start your own question/discussion How to Get Faster Answers in the Acumatica Community Give back by helping others with their questions How to Answer Questions on Acumatica Community Influence Acumatica roadmap by bringing your ideas to the table at our Ideation forums You can find our Community Terms here. Check out this overview of the community done on AUG Forums podcast:Reach your Community Manager @Chris Hackett anytime!Before we get into the different areas of the community, remember Search is your friend!View
Hi All,I need assistance with below:For one our clients, with regards to subaccount restrictions, we have already set and implemented the GL Account to subaccount pairing restrictions (through the GL Account Access) screen, and that works fine.Our subaccounts string are designed in such manner that they include ‘department’ segment specifications (as can be seen below first screenshot for the ENGINEERING department). So, now we want to restrict further using the ‘department segment’ in the subaccount string, such that when a User selects a DEPARTEMNT in the Requests screen (see 2nd screenshot), then on the subaccount column in the detail line, only subaccounts with the ‘ENG’ (Engineering) should show for the user to choose among them (i.e., automatically filter the subaccounts on the line by the department selected at the top). Is it possible to configure such restriction groups without using the GL Account itself/ the users themselves, through standard acumatica configuration?I have b
Hello Team,We are using the PXPricingAnalysis package, which includes a Pricing Analysis smart panel popup action. When the popup is opened in the Classic UI, the grid applies specific row and cell colors based on the data.Currently, this coloring is handled in the graph using the `Page_Load` event. The implementation creates CSS styles using `PXStyle` and applies them to the `PXGrid` rows/cells through `RowDataBound`.Could anyone please guide us on the recommended way to implement this same row-level and cell-level coloring in Modern UI for this smart panel/grid?I have included the relevant Classic UI implementation below for reference.https://github.com/Acumatica/Acumatica-PricingAnalysis Thank you!
Hello,I was wondering if anyone knows if there is a resolution for this issue:The following error appears when attempting to create a shipment for an order for which the Sched. Shipment date is greater than the current date.This would be considered a bug to us, as there is no reason you should be prevented from shipping an order earlier than requested.This is a required field that is pre-populated from the SO Requested On field, and results in an additional unnecessary and confusing step of manually altering the scheduled shipment date to the current day before creating the shipment.We are shipping non-stock items, back order allowed, allow negative quantity, but that should not matter.I know this was previously a known issue but we are using 2023 R1 where it was supposedly resolved years ago TYVM!Kyle
Wondering if anyone is successfully using Bank feeds in Canada? Looking for strategies that work. The client banks at BMO and BNC and we’ve had a hard time making connections to either. We’ve tried both Plaid and MX with no real success. We did have a connection to BMO but using a bank card instead of normal account credentials but that has since stopped working. And at one point we were able to connect successfully using MX but the Refresh did not return any transactions on accounts that definitely had transactions. Very frustrating!
Hello, this is a message aimed at current Case Management customers,The CRM team is exploring a potential new AI 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), please reach me directly via DM — we'd love to chat. Thanks in advance to anyone willing to help shape this idea into reality. Best, The Acumatica CRM P
As the title says we changed our budget layout a year later. We reclassified many transactions through the Reclassify Transactions process screen. Worked great for the Cost Budget but then noticed that in the Revenue Budget everything put through already appears to be a negative: On an old tab I noticed that the Reclassification screen was still loaded with transactions I didn’t reclassify (because they didn’t add with the Cost Budget #’s I was looking for). However on one line in the Revenue Budget it’s value for Actual Amount was the exact same as the 2 transactions showing that I didn’t reclassify. Little confused here.This is going to seriously mess up our AIA report. I reversed all 80 of the GL reclassifications I did believing that would fix the Revenue Budget; however it did not.Any help would be greatly appreciated; not sure what I did wrong nor how to fix it.
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 Don’t miss updates, subscribe to Community site discussions for weekly updates and Acumatica News & Updates for important news. Also, be sure to subscribe to you discussion forum of interest. Welcome to the AI/ML Community SpaceOver the past several months, we have heard from partners and customers across our ecosystem who share the same interest: a place to talk about AI at Acumatica, together. This space is our response to that, and we are glad to finally open it up.AI/ML Community Space Rohit Rattan - Acumatica Community Featured Member for August 2026Meet Rohit Rattan our Acumatica Community Featured Member for August 2026. It’s great to have you as part of the
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