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This is more of a discussion topic than a question… I’m considering a customization that uses the REST API internally to access data stored in Acumatica.  I know that this isn’t the recommended API. I should be using the Platform API, but there is a good chance that what is being developped will eventualy move outside of Acumatica as a standalone application that talks to Acumatica.What are your thoughts on this?

Each of my report pages is based on a single record. I’ve heard it rumored that there’s a possibility of making a variable at execution time which would record the value I’m looking for ([PMQuote.CuryAmount]) and return 1 or 0 (or True or False, etc.) when [PMQuote.CuryAmount] > 3000, and then I could use that variable (somehow? Not sure) to control whether or not my background image prints on a page.I’m new to Acumatica, so I don’t know where to start with this. Can anyone please advise me as to how I might go about doing it?

 The AR numbering sequence is currently set up to use a single sequence for invoices, credit memos, and debit memos as below; However, upon review, duplicate reference numbers were identified as outlined below: Could you please advise what may be causing these duplicates?

After upgrading to 2025 R2 Build 25.201.0213.3, we encountered a very strange issue.Within one day right after the upgrade, we accidentally found that clicking the Inventory ID in the sales order details grid had no response and triggered no error and no pop-up window displayed.We spent a lot of time troubleshooting and conducting tests in the test environment, which has been upgraded for two months and works properly.When we were at a loss, the function suddenly and miraculously returned to normal today. Clicking the Inventory ID now brings up the pop-up window as expected.We did not update the browser (both Chrome and Edge showed the same issue in previous tests), nor did we modify any line of customization code. The problem got fixed automatically out of nowhere, which is extremely weird.Does anyone know the root cause?

I am working in Acumatica Modern UI customization and I have a Smart Panel with an Upload button.  When the user clicks the Upload button, a file upload dialog (<qp-upload-dialog>) should appear.Here is the code I currently have: When I click the Upload button, the file upload dialog does not appear in  Modern UI.  But it was working as expected in Classic UI. Thanks in advance for your time and support.

The Item ID hyperlink on Sales Order and Shipment details cannot open the Stock Item popup window, no response after clicking.But the same Item ID link works fine in AR Invoice screen, can open stock item page normally.Can somebody give some advice?

Hello TeamI am trying to use the customer metafield to sales order description.I’ve done the required mapping based on the below KB Article The same entity mapping working for customer entity but it is not working for sales order. https://community.acumatica.com/how-tos-and-faqs-262/how-to-map-shopify-metafields-to-acumatica-fields-when-importing-data-30209?tid=30209&fid=262 Try to bring the customer metafield when the shopify order customer, Order> Customer> metafield the data has to pull and update in the sales order description on header level. https://community.acumatica.com/how-tos-and-faqs-262/how-to-map-shopify-metafields-to-acumatica-fields-when-importing-data-30209?tid=30209&fid=262 Could you please any one can help why it is not working on sales order description.

We have recently upgraded from Acumatica 2024R2 to 2025R2, and we are still using the Classic UI (not Modern UI). In our previous 2024R2 environment, we were able to display the Total Cost field on the PO Receipts (PO302000) form, which showed the total monetary value of the received items.However, after upgrading to 2025R2, the Total Cost field is no longer visible on the PO Receipt page, What is the recommended way to re-add the Total Cost field to the PO Receipts (PO302000) form

Ive been getting questions from our engineer to order team about utilizing Planning Production Orders to drive demand, instead of utilizing BOMs. However, I haven't been able to find any documented process of “next steps” after initially driving demand. Is there much of a documented process to replacing or changing to Regular production orders once ready to produce? It seems from initial research, that any use of PL Production Order Types is simply a manual management of use. Any help would be appreciated! 

We have a customer who wants to use multiple virtual warehouses to allocate stock.In reality, all of the items are in the same physical location.If a particular warehouse is selected on the sales order, so in turn the shipment, is it possible to change the warehouse that the item is picked from when using the Automated Warehouse Operations/handheld device? 

Does anyone know the answer to this question from our customer? We are getting ready to go live with the ability to ship internationally out of Acumatica. We were testing a shipment this morning and comparing the label that printed to the label that prints from UPS Worldship, and the Worldship label has a second label printed that is a barcode version of the commercial invoice.  Is it possible that we can get the commercial invoice that is created in acumatica to also print out as a second label to be placed on the package? We were told by our UPS rep that the second barcode label needs to be on the box so customs can scan and bring it up electronically. 

Hi everyone,I'm currently trying to connect a FLEX synchronization scenario to a secure SFTP server. The SFTP server has been configured to use OpenSSH public/private key authentication.I followed the official documentation carefully: https://help.acumatica.com/(W(14))/Wiki/ShowWiki.aspx?pageid=d9555f46-0a48-4059-8082-decc6b8e3652 However, when I try to establish the connection, I get the following error message:Permission denied (publickey) FYI : The SFTP user does not have a password (only key-based access) but FLEX seems to hash the password even when the password field is left empty, which might be causing the authentication to fail.

I am having trouble moving GI Condition rows using the “Move Row Up” and “Move Row Down” buttons. When I select a row and click the “Move Row Up” button nothing happens. In my screenshot below, the only way I can “move” the row at the bottom up to the second row is to delete all 17 intervening rows and then manually add them all back below the new row. I don't have an option to import criteria either, which would be useful here.Is this really the only way to “insert” a GI condition somewhere other than the bottom row?Can’t Edit GI Criteria Row Order Thank you!

We’re currently preparing for an MRP implementation in Acumatica, and one of the key risks we’re anticipating is how the system will handle split Sales Orders tied to the same item.Due to capital budget constraints, it’s common in our environment for a single project/item to be split across multiple Sales Orders—sometimes up to 6–8 based on customer capital funding limits (typically around $5,000 per order). From an operational standpoint, these do not represent separate demand signals; they reflect a single underlying requirement that is fragmented for financial reasons.Our concern is how MRP will interpret this structure:Will each split SO be treated as independent demand, potentially inflating supply signals? What is the best way to maintain a unified supply strategy (single PO or Production Order) while demand is distributed across multiple SOs? Are there recommended configurations, linking mechanisms, or planning practices to prevent duplicate or excessive planned orders in this s

We have an original invoice of $10,000 with 2% cash discount for payment within 10 days.We returned goods worth $1,000 via debit adjustment.The system still calculates cash discount based on the original invoice amount ($200 discount), instead of the adjusted net amount of $9,000 (correct discount should be $180).My temporary workaround: I used a $9,000 debit adjustment to offset the original bill, then recreated a new $9,000 bill to get the correct payment amount.Could anyone advise if this method is acceptable? Are there better solutions?

How do we update prices for service contracts?When we update a recurring price, this does not cascade to the next period. It reverts back to the original price from two periods ago. Is there a function to update prices and cascade those prices to every period forward? 

We have a custom warehouse operations web application that integrates with Acumatica via the REST Contract-Based API. The app has its own user authentication system with individual named users (warehouse staff, receiving clerks, etc.). All API calls from our app currently go through a single shared service account, so every receipt, transfer, and AP bill created in Acumatica shows the same username in audit logs - we lose individual attribution entirely.We are aware of Option 1 - storing each user's Acumatica credentials in our system and logging in as them individually for each operation. This is the obvious solution but comes with real tradeoffs: every warehouse user needs an Acumatica license seat, credential storage and session management gets complex, and we'd need to manage separate Acumatica sessions per app user.Our question: Is there a supported or recommended approach in Acumatica to pass the identity of the originating user through API calls made by a service account, withou

We redesigned the PO641000 form and are able to print from Printed forms, but not from the actual Purchase Order on Screen PO301000.  We are using 2025 R1 which has still the classic UI.  Just went down an AI wormhole and still could not get a solution. All tips greatly appreciated.  

Hi All,I am trying to get OpenOrderQty to show on a GI that is based on Purchase Receipts screen. I have linked POReceipt to POReceiptLine as per DAC Table, however the value for OpenOrder QTY does not show up.If someone can let me know what is missing in order to make this work, it would be wonderful.Kind regards,Calvin Law

Hey Guys,I need a little help, i have a back order report im pretty sure i found on here. ive made some changes, but i’d really like to show the expected dates for the items. Im having trouble relating tables todo so. Is it as simple as adding PO.POrder to the table then adding a relation? the relations confuse me.  

Is there a way to map Tracking URL field on the PACKAGES tab of a Shipment to Shopify Tracking URL field?I see this field in the mapping: However, in the ERP Object / ERP Field / Value, I don’t see anything representing this field: 

I am currently working with an Acumatica demo instance and planning to integrate with it via the API (Web service endpoints). Could you please provide information on the following:1. API rate limit — what is the maximum number of API calls permitted per minute?2. Concurrent calls — how many parallel API calls can be made by the same user at the same time?3. Transaction limit — is there a monthly cap on the number of transactions that can be created in the demo instance?Thank you in advance for your assistance.

I am having issues with adding a custom screen to the mobile app. The screen is a form tab with grid in the detail section. I want to have a few fields from the header show up and then a couple of fields from the grid to show up. The layout that I want it to look like is the first screen shot. I have the “Sign” action added in but it doesnt work for some reason and the “Paper clip” for attachments isnt showing up. If I remove the “layout = “HeaderSimple” from my code, the attachment paper clip shows up and the action works, but the fields in the header no longer show up (second screen shot). Any ideas on what I did wrong? This is my first time adding to the mobile app. I was looking at the documentation when I made it, but I can’t seem to get it right.add screen PTM00013 { add container "BOLHead" { add layout "BOLheader1"{ layout = "HeaderSimple" add layout "HeaderRow1"{ layout = "Inline" add field "BillOfLadingNumber" add field "Status" }

Hi All,I want to release invoice on screen Process Invoice and Memo via REST API. I add screen and actions to the endpoint.The problem is if I send POST request to {{baseUrl}}/ProcessSalesInvoices/ProcessAll. The endpoint asks Entity in the body. That means I only can process one invoice per request. If I send PUT request to {{baseUrl}}/ProcessSalesInvoices with body:{    "DocDetails": [        {            "RefNbr": {                "value": "INV100031"            },            "Selected": {                "value": true            }        },        {            "RefNbr": {                "value": "INV100033"            },            "Selected": {                "value": true            }        }    ],    "ScreenAction": {        "value": "Release"    },    "Action":{        "value":"Process"    }}.   Nothing happened.  The reason I don’t use {{baseUrl}}/SalesInvoice/ReleaseSalesInvoice is I need to wait the invoice to release one by one.   

Hello guys, our receiver accidentally receive 1 item 2 times and I try to return it in the system. However, it show me The Original Inventory Receipt must be release prior to return.Can some support me with this issue.Thanks