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Hi,I am trying to create a Journal Voucher report from the Journal Voucher (GL304000) screen.Inside the report, I wanted to see the GL Transaction, pulling it out from Journal Voucher > GL Transaction  My report details missing.  

Hi,We have a report that shows all of our labor transactions by order.  On that report, one of the first things it displays is the work order number.  The report could contain hundreds or thousands of work orders.  When viewing the report in Acumatica, all of the data is present, but when exporting to excel not all of the work order numbers will display.  We may be missing 1-5% of the work order numbers in excel..  Does anyone have any ideas why this may be?  I have messed around the with excel options in the report designer and have not been able to come up with anything. Thanks

** Admin update Feb 24, 2026: see post by Doug Johnson with the Modern Portal Admin Guide for step-by-step installation instructions **Hello,I’ve enabled the new Modern Customer Portal but when I log in as admin or a Customer Contact with user and roles assigned nothing displayed.The Portals record has been configured.Anyone have ideas on what could be the issue?  I’ve tried with the classic Portal Enabled and Disabled and nothing changes.Tried with classic on/off.Various roles tested also, all on/off, etc.Portal configured.New home page displays.Nothing on home page of portal when logged in with admin or Customer Contact. 

We are adding a new role (raw material handler) in our manufacturing department. Among other duties,  this individual will be tasked with pulling the raw material needed for upcoming production orders and moving that material to a production staging area.    In order to streamline this process we are looking for a report that they can use to direct them to the material they need to pull.  My initial thought is that the report needs to contain the following information:Raw Material Inventory ID Qty of material on hand (broken down by Lot/SN & Inventory Location) Production Order driving demand Demand Qty on Production order Work Center on Bill of Material operation that is driving demand. In a ideal world the report would be sorted by inventory ID with the other information flowing from there,  but I am thinking we really need to drive this from the Production orders with released status, and then flow down to the inventory ID, qty, stock location etc.  Does anyone know if a repo

Has anyone ever done a customisation to Enable Pay By Line to work for Sales Invoices generated from Sales Orders. Acumatia does not support it and am wondering why they did not allow it. 

I have an integration (roughly 4 years old) that I used the Acumatica.RESTClient to get started a while back. While not this exact version, it was an older version available at the time: https://github.com/Acumatica/AcumaticaRESTAPIClientForCSharpAll of a sudden recently an issue popped up in the live tenant when using this tool to submit to the web services just creating a very basic Journal Transaction. The payload includes the Module (GL), LedgerID (ACTUAL), Description, TransactionDate, Hold (false), and finally Details (details include Account, Subaccount, DebitAmount, and CreditAmount).When sending to the transaction using the Acumatica.RESTClient code, it will fail in the live tenant. I get this response from the web services:  An error has occurred. : Operation failed : { "message": "An error has occurred.", "exceptionMessage": "The system failed to commit the BatchModule row.", "exceptionType": "PX.Data.PXException", "stackTrace": " at PX.Api.SyImportProcessor.SyStep.Com

Hello,We would like to know what are the options (and costs involved, if any) to have access to a Sandbox Accumatica instance where we can develop and test integrations via web API calls. It would be like a NFR licenses companies use to offer to development partners.We don't plan to sell any specific Acumatica plugins or applications but only to provide consulting services for companies already using Acumatica and demanding integrations with other platforms.Also, we don't want to be reseller or a company that implements Acumatica so I think ISV level partnership isn't necessary.Thank you,Fernando.

We're on 2025 R2 and have been rolling out the Modern UI. Several users are reporting that grid column personalization — column order, visibility, and width — does not persist. Changes are lost immediately on page refresh. Behavior:  - User customizes grid columns (reorder, hide/show, resize) on a screen  - Refreshing the page reverts columns back to default  - This is happening across multiple screens — AP Bills & Adjustments, Projects, Service Contracts, and potentially others  - The same screens work correctly when reverted to the Classic/Legacy UI — column preferences save and persist as expected  What we've tried:  - Confirmed it affects multiple users, not just one account  - Verified the issue is not browser-specific  - Reverting individual screens to Legacy UI resolves the issue (columns save normally)  Questions:  1. Is this a known limitation of the Modern UI's current personalization layer?  2. Is there a patch or hotfix that addresses this?  3. Are others experiencing t

Hi Team,I am working with 2025 R1 (25.101.0153). I want to customize Inventory ID selector, to load template items too along with stock items, under Related Items tab on Stock Items screen.I tried with Cache Attached on Stock Item graph but that did not help. Can you please suggest best possible way to do that. 

Hello,After updating to 2025R2, Shopify orders that contain customer info are aborted with this error message. Orders without a customer get processed without issue. I have uninstalled and reinstalled the Acumatica App in Shopify a couple of times and still getting this error. We have two Shopify stores, one on Shopify Grow and another on Advanced. Both have the same issues. Complete Error Message: At least one GraphQL error has occurred. Error: Access denied for companyContactProfiles field. Required access: `read_customers` access scope or `read_companies` access scope. Also: The API client must be installed on a Shopify Plus store.

We are working on a custom form/workflow to print the Pick List (SO642000) and Packing Slip (SO644000) via a processing form to DeviceHub. The problem we are having is that for some reason, devicehub will print these out of order.If I don’t print to devicehub it is combining the reports and will show them in a single window. Both are set to use PDF. When this goes to devicehub it prints each report as a separate job and then often they are no longer in order.Is there a way to 1) get this combined report to print as a single job on devicehub or 2) have better control of what order devicehub is printing in? Obviously I’d love both to be true, but will settle for one.The code looks like this:                    // Define report parameters (keys must match report parameters in RPX)                    Dictionary<string, string> parameters = new Dictionary<string, string>();                    parameters["ShipmentNbr"] = theShipment.ShipmentNbr;                    PXTrace.WriteIn

In 2024R1, the help indicates that a credit card payment method can be used to with the Cash Sales sale order type.  But when I add a credit card payment method to the order, I get a blocking error stating the credit card payment method is not supported by the Cash Sales order type.  Is the help incorrect?

The Customer Order Nbr should list all customer orders (POs) rather than leaving it blank. Does anyone know of a way to make this work?  I can’t find anything in preferences to control this. Of course we can do a customization and/or business event.. but it seems this should be standard.Ideas?  Thanks!  

My client had to run the Tax Maintenance this week and there are now blank rows, the Values don’t have dropdowns and for example the Select Filing Status was Single, Married Filing Jointly, Married Filing Separately and Head of Household, but now everyone updated to an “S” with no options:Is anyone else experiencing this issue? 

Hey, gang - I’ve got a client set up to recognize revenue for a fixed price project with periodic billing that needs to recognize 100% of the revenue at the end of the project, but I’m curious as to what the best practice is in the likely scenarios when  The project is complete and the actual cost(s) do not meet the corresponding budgeted amount(s) and The opposite situation where the actual costs exceed the budgeted amounts.Respectively, what would be the most effective process for recognizing the balance of unrec’d revenue and also setting limits on how much revenue can be recognized?  Thank you in advance!

I’m trying to route the shipment confirmation document to separate printers based on conditions defined in a GI through an automated business event.I’ve done similar business events on the process orders screen, but this is my first time on the process shipments screen. I feel like there is an import scenario bug on the Shipments target object but wanted to share here in case anybody had ideas as I’m at a loss.This is the error I get. “0 records of 1 have been processed. The last error was At least one item has not been processed.”I’ve turned all of the “extra” parameters off to test and encountered the same error, so the error is either coming for the action or the shipment number key. I have also tried to run the action as “Print Shipment Confirmation” for kicks. No luck.Anyways, I appreciate your additional review. Thanks.  

Hey, gang - our client gets an excel file monthly from one their customers to be imported into their system.  The issue is that the file may have Stock Items included within that are NOT in our Clients instance, nor should they be.  Nevertheless, they need the data associated with the item to be imported, but under a generic item.  In this case, the client wants the nonexistent Stock Item that’s in the Excel file to be renamed to a generic item (say, “GENERICITEM”) during the import scenario.  The client would prefer not to cross reference the existing stock item list with the monthly customer provided list and have the import scenario do the heavy lifting.  Is there a formula or a combination of formulas that can determine if a stock item is in the system and, if not, return a generic value?  Note:  Yes, you could cross-reference and update the spreadsheet beforehand or intentionally error it out and replace the errored items - I’m curious if there is a way to let the system handle th

Hi all,I need to create an import using the Close Production Orders screen.  The file upload in the Import Scenario will contain the Order Number and other details about all the completed prod orders.  Our process on closing the production orders is if it is completed by >= 14 days.Any help appreciated.Cheers,Laura 

Hi Everyone,We have customized the mobile app for the Scan and Transfer screen. Currently, the Save action is displayed; however, our requirement is to show the Release action instead, once all the steps are completed.Could you please guide us on how to achieve this?  

Hello all,I want to display the Barcode alternate Type from the Cross Ref tab in the Stock items (IN202500) screen. But unable to do so. i want to hard code in the join to only display the data for Barcode.Thanks.

When is the employee sales account used?

Hello Team,We have a client requirement to control or validate the posting/ creation of time entries against project budgets. Specifically, they would like the system to generate a warning notification when a user selects a project and task in a time entry and the recorded time exceeds the allocated budget. Ideally, the requirement is similar to the budget overrun notification that appears in the Purchase Order screen.   Can anyone please advise if there are any out-of-the-box configurations or possible workarounds that can be used to achieve this requirement?Thank you in advance for your guidance.-Yasali-

Similar to an older post, I ran into the same situation but have some more context and a more specific question. The ‘Invoice Payment Link Update’ is a straightforward quality of life process that triggers the payment link of an invoice to update when an invoice becomes ready for synchronization; very nice - clicks saved. However, we are seeing this out-of-the-box Business Event fail regularly.Digging into the notification itself in the Process Push Notifications screen, I noticed that every failed push notification JSON looks roughly like this:{Inserted values: {{INV: 000010}{needs_sync: true}, {INV: 000011}{needs_sync: true}},Deleted values: {{INV: 000010}{needs_sync: false}, {INV: 000011}{needs_sync: false}},Timestamp: 539096372739445064} Does two+ records being updated at the same time in the same notification cause business events with the ‘Trigger by Record Change’ to fail? Is there a different configuration to avoid this overloading? We regulary receive and process payments whic

We have just upgraded to 2025R1 and are trying to understand the inventory sources “Free Stock” and “Project Stock”. Main question described below:I’ve come across this basic description, but it’s not making sense to me based on our project settings: In our projects we have the inventory tracking as “Track by location”. For our projects we usually do “Project Drop-Ship” Purchase orders, so the inventory never shows up in our warehouse. Any inventory that we receive on normal purchase orders if available to be issued to any project.MAIN QUESTION: When processing inventory receipts or issuing inventory to a project, it now makes us choose whether it is “Free Stock” or “Project Stock”. We don’t want to classify it as such. Should we be worried about how it is classifying the stock? When issuing it to a project, the project will not be offered as a choice if we select “Free Stock” as you can see here: It only allows us to issue it to the project if we select “Project Stock” as the inventor

I am trying to add a DAC field to the Approve Clock Entry screen. I enabled it in the Customization Project Editor, and the field is displayed correctly in the Classic UI. However, the same field is not appearing in the Modern UI.