Solved

Consider the following scenario that based on my understanding will work as described.  EMail comes into an Outlook Inbox.  From this message the user uses the Acumatica Outlook Add-In to CREATE CASE.  The case is created and the email is listed in the ACTIVITIES of the case.  From this point forward for the case, the user wants to handle all communication from inside the case.  If the user replies to the initial email from within the case screen ACTIVITIES, that email reply does not get tagged with the [Case ########]?  If the person who gets that email replies, even though we have Incoming EMail Processing turned on for that email account, since there is no tag of [Case #######] in the subject, it will not automatically get linked to that case?  Am I understanding this correctly?  If so, how do others handle this?  Do you just manually add [Case #######] to the initial reply so that all future emails in this chain are processed and linked correctly?  Did you create a customization to

On Process Shipments page, can you only process shipments for that current date (or prior?)  Not any shipments in the future?   We will be closed for a couple weeks and would like to process shipments early  (That will be picked up by UPS while we’re closed)  we would like to keep the scheduled shipment date as actual date UPS picks it up..  For invoice, billing, etc.I see how when creating a shipment you can create for scheduled shipment date.   Also, invoicing.  Prior to releasing you can change the ship date that automatically  adjusts the net30 and posting period.It’s seems like the only hiccup is printing the labels.    

I have created a restriction group to restrict Balance Sheet GL accounts to be accessed only in one branch, this works as expected, but can we exclude one user from this group, so that the user can access all GL Accounts from all branches

Hello Community!!In classic UI, We used to have an attribute (InventoryItem.PAM0000151_Attributes) as a parameter, so that user would be able to filter the results in the report by this parameter. In classic UI the user could view the parameter as a drop down field:Now with modern UI, the parameter won’t show up.This is how the parameter is set in the report designer:Any help is really appreciated.

Need to know how to correct Fixed Assets Accounts on the GL Accounts section that is greyed out.  The accounts should have been 14380 - Vehicles - Automobiles instead of 14385 - Vehicles - Other and Accumulated Depreciation Account should have been 14525 - A/D - Vehicles - Automobiles.  I tried changing the Asset Class on the General tab and it said it would update GL accounts but did not update those above.  Vehicle was placed in service on 11/3/23 and has been depreciated for two months. 

Hi,When I tried to install Acumatica 26 R1 local instance, I got below error.How can I fix this. 

I enabled the Staff Name field on the Service Order screen detail Grid. This is an existing database field that was not previously available in the UI. After adding the control, I am able to see the field in the Classic UI; however, it is not visible in the Modern UI. Do anyone enable data fields to Modern UI.  

Good day CommunityI have modified the Journal Transactions GL report in Report Writer to display the VAT code for AR, AT or CA batches. This formula needed to be changed after the upgrade to 2026 R1 t dislay correctly. Old firmula is commented out in the below.=Switch( [GLTran.Module] = 'AP', [APTax.TaxID], [GLTran.Module] = 'AR', [ARTax.TaxID],[GLTran.Module] = 'CA', [CATax.TaxID],([GLTran.Module] <> 'AP' or [GLTran.Module] <> 'AR' or [GLTran.Module] <> 'CA'),'CheckModule')/*IIf([GLTran.Module] = 'AP', [APTran.TaxID], IIf([GLTran.Module] = 'AR', [ARTran.TaxID], ''))*/This appeared to work perfectly but we have discovered that it is dropping the VAT Code from some lines in the report.  Please can you check to see if the formula is correct (is asses validation) and why some of these transactions are missing the VAT code on the report.Many thanks on advance.

Is there a way to refresh the cache for a particular GI?  I’m noticing that the IN-StockItem GI used in the Stock Item view (IN2025PL screen ID)  is showing an invalid Brand name (doesn’t match the Brand Name attribute on the actual item page): 

Hope I can get some help with this. Using an export scenario to create a CSV file, data is populated from a GI. Dates in the the GI are shown without a timestamp but when the data is prepared, any date field has a timestamp. Is there anyway to stop that being created, my customer is using the CSV for a file upload to their bank and it fails on the timestamp.

Is it possible in the calendar board Modern UI to use Gemini to help with the most accurate routing of appointments?

Hello! My company is new to Field Services. Sometimes we want to over ride the contact, but ONLY want it to modify the contact box area, NOT the Address info. ALSO, sometimes when I pick a contact I want it to be the contact persons email and phone number, and sometimes I want it to be the basic company contact information. This would likely require a check box customization to choose which decision needs to be made for that specific service order. Any guidance on Out of the Box or customization is appreciated   

Hi Everyone, When we engage with Acumatica Support, we are asked to disable our MFA for the Acumatica Support user. Our company has been hacked via Acumatica before, and we will not disable the 2FA for users. I’m surprised that Acumatica asks us to disable it for them - surely Acumatica understands the importance of robust security, right?Our current plan is to update the support account email to be the email of the specific person helping us, so they can get the emails with the authentication codes. Does anyone have any better ideas? Or know why the direction from Acumatica is to disable critical security?  

Hello,      Happy 2026.     Our company's scenario is as follows: We have two branches – Branch A (corresponding to Warehouse A) and Branch B (corresponding to Warehouse B).    We have certain items that are centrally procured by Branch A but sold to end customers by Branch B.    When using the replenishment function, we hope to monitor the inventory of Warehouse B. Specifically, when Warehouse B's inventory falls below the reorder point, it should trigger the preparation for replenishment.     However, we want the procurement to be conducted by Branch A with the vendor. In other words, the generated Purchase Order (PO) should be issued by Branch A (linked to Warehouse A) to the vendor.Is there a way to achieve this?

Hello all,How to setup & enable 3 way match feature? Is it available in 25R2? I need guidance on this. Thanks.

Hi,Could please let us know that whether there any option is available to convert discount in "Discounts Tab of Purchase Order" to "Discounts Tab of Bills and Adjustment" automatically?Thank You. 

We are receiving an error when attempting to publish any customization in a SaaS 2025 R2 sandbox.  We were able to publish these same customizations successfully in this environment a few days earlier, and nothing has changed as far as I’m aware.  I have already tried clearing cache and a front end Application Restart, as well as unpublishing and republishing.  The customizations validate successfully - the error occurs during the publication process. Has anyone else seen this error, and what is the solution in a SaaS environment?

I just deployed a new Acumatica ERP Instance for T-Series Developer Courses for T220. Immediately after install, I opened the Services and Prices form. On the Labor tab, the Inventory ID column is missing. When I click the gear icon to add/hide columns, Inventory ID is not there. I have not changed anything after install.I was having the same problem in T210. I was near the end of the course when I went to test the newly added Labor tab, and discovered that the Inventory ID was missing. I thought I'd done something wrong, so I spent a couple hours troubleshooting. I ended up copying in all files from the solution in the Help-and-Training-Examples folder for that course, recompiled and republished, but it still didn't work. So I gave up on T210 and moved on to T220. But even after a fresh install, I'm seeing the same problem.I'm using 2026 R1, version 26.100.0175. Any help or advice would be appreciated!  

I’m wondering if it’s possible to change the line details (locations) allocated on a shipment via API. Let’s say row 1 has a qty of two, allocated to two different locations, I want to change those locations via API. I have not been successful in doing so. 

We understand that In Acumatica, the "estimated lead time" is typically calculated by combining the vendor lead time that is manually entered in the vendor details with any additional lead time days that are manually entered on the inventory line item itself and then displayed as the estimated lead time for that item.  Based on the information we've found so far; it seems that the manual process mentioned above is the only option. For companies with large inventories, numbering in the tens of thousands, automating this function is essential.Our questions are:Does Acumatica have logic that automatically calculates estimated lead times.  If so, how do we go about setting it up?For example, instead of manually updating the lead time on both the vendor master record and the item master under the vendor tab, is there a way for the system to automatically calculate the average lead time based on PO issue dates vs PO receipt dates?  Our goal is to eliminate the need for customers to manually

Hello all,i am facing an issue where, And my PO:how can we write off the extra balances?  

Hi,Is there a release date for SP1 for 26R1?  I couldn't find any details. 

Hi All,My current requirement is as follows:I am extracting daily sales data from Epos Now (POS system). I have already been able to transform the sales data into a journal transaction format and load it into Google Sheets. The next step is to import this data into Acumatica.I would appreciate your guidance on the best approach to proceed, including recommended methods, tools, or integration options for importing journal transactions from Google Sheets into Acumatica efficiently and reliably.version : Acumatica Cloud ERP 2025 R2Thank you for your time, and I look forward to hearing from you.

My client needs the ability to have multiple shipment open on a sales order simultaneously. The create shipments to tell the warehouse to prepare configuration of the shipping items, prepares a pro-forma invoice, and creates a shipment to send to US Customs.What have others done for their clients to achieve this or this type of need, workflow customizations?

Hello,We need the freight cost that is defined on a dropship PO to be linked back to the sales order. We need the freight cost to be tracked and passed from the vendor back to the customer in order to track profitability for the freight line on the sales order. If we do not have the ability to track freight cost, then all we are getting on the sales order is the freight price which throws off profitability.  Tracking dropship freight cost to a sales order invoice. Here is a dropship purchase order. I added line 002, Freight Charge, onto the PO at a $50 cost. This is the cost the vendor is charging us for freight. This line is linked to the sales order. We would like this cost reflected on the sales order that is linked to the dropship purchase order for profitability purposes.   Here is the sales order that is linked to the dropship purchase order. As you can see the “Freight Charge” has a price of $100. To explain further we are charging the customer $100 for freight when the freight