Solved

Client is taking pictures of packages during the shipping process and wants to send those pictures to the customer in the shipment confirmation report.  The link between the Shipment table and the UploadFile table works fine and assume that we are only returning .jpg files.There are two fields of interest in the UploadFile table:  Name and ShortName as they display in a text field.Name field:  Sales Orders (011110) ShortName field:  receipts camera352545645 20260602T203435 522.jpgTo display the image with database as the source, I used the formula: = [UploadFile.Name] + '\\' + [UploadFile.ShortName]The issue is that it errors with:The link ‘Sales Orders (011110)\receipts camera352545645 20260602T203435 522.jpg\receipts camera352545645 20260602T203435 522.jpg’ was not an imageI can’t find anyway to get the ShortName to not repeat.  I’ve tried substring, instr, and left functions.Any ideas?

We are seeing some order are failing with the below errorThe order is missing the ship via code. Please map it with the shipping option in the store settings or specify it on the Customer Locations (AR303020) form. We would like to understand how we can pass the ship via information from shopify to Acumatica. We have all the settings in store mapping as needed but still it is failing. For failed orders we are manually updating the ship via in customer locations and has to sync. can some one help how we can get the ship via information from shopify to Acumatica? currenty the customer created with blank ship via.

Issue Description :-When converting custom screens to the Modern UI, we encounter the following error:Error: The view doesn’t exist.This happens specifically of the custom screens when clicking the Convert to Modern UI action, the system shows the error. Expected Behavior :-Instead of the error, we should be able to download the Modern UI file that corresponds to the respective custom screen.  Thank you in Advance

Hello all,I want to design a P&L based on the item class as in the below screenshot. Now the only thing I am stuck is the . Is there a way we can design the same under ARM report? If not then under my report designer how can I design to include the COGS ? Because i need to calculate cogs based on COGS account class. 

Hi everyone, I am working on a report to display the monthly General & Administrative Expenses. I was able to create the report, but it runs into an error whenever I try to run the 13th period. I tried to research why this is happening and found out that it’s because of the formulas I used to display the column headers. However, I can’t find an alternative or a solution for it. Could anyone have any idea about this? I have attached the XML file for the report. 

Hi Everyone,When attempting to use the Mass Action from the Sales Order Generic Inquiry (GI) screen to print multiple Sales Orders, the system generates the report for only a single Sales Order, even though multiple records have been selected.Could you please advise if this is expected behavior or if there is any additional configuration or customization required to enable printing multiple Sales Orders in a single operation?Thank you. 

Customer is asking to export various Acumatica entities to Salesforce using the Acumatica Data Provider.  Working with Acumatica support, we were led to believe that it was possible and that you could define the Salesforce schema objects in the data provider based on the exposed Salesforce API.  I thought we would start their first request.  Map Customers to Salesforce Accounts.  The Salesforce data provider is connected and the fill schema fields works.  The customer is using the modern UI.I created a new Export Scenario for Customers to Accounts.  On most of my initial attempts to update a single account, I kept getting an error that multiple accounts found where account = ‘’.  When I added a mapping for the Acumatica customer number to export to the Account ID field, I received the error filter error: select id from account where accountID = ‘0000002’.  Then I put the Salesforce account ID in the External Reference field of the customer and now I get The ID field should not be speci

We have a custom report used to review outstanding customer deposits. After our recent Acumatica upgrade from 24R1 to 26R1, the report began returning different results depending on the user running it.When I run the report as an administrator, the report displays the full data set correctly, including 2025 and 2026 activity. However, when our Controller runs the same report with the same parameters, the report only appears to show data from 2024 and prior. Any 2025/2026 activity is missing from his output.I initially suspected this was a security/access issue, but I have not been able to identify the cause. I checked user roles, GL access, and report access, and I also temporarily gave the Controller Administrator rights. Even with Administrator rights, the report still behaved the same way for him.A few additional notes:The issue started only after the upgrade from 24R1 to 26R1. The report is custom and is based on GLTran data. The Controller can see 2025/2026 transactions in Account

Hello,          I am trying to write a GI to get the customer’s sold since information like the below screen.          You can find my share in the below post:     My solution almost works fine, but I find it difficult to get the “last sale qty” and “last sale price” by item using GI.     The last sales date can be got because the default aggregation is MAX, the max date is exactly the last date.      However, the max(orderqty) is not the last order qty, and also the max(unit price) is not the last unit price.     so currently, I am using the AVG unit price and Sum Order qty as a workaround, and it can be accepted by user.     But still, I am eager to learn how can I get the data using a single GI?   Thank you. 

We are using the native shopify connecter with bidirectional sync for sales orders - and i found that if i cancel orders is shopify, it cancels the order in acumatica properly.but if i cancel the order in Acumatica, the moves to “Cancelled” in shopify - but the payment does not get “Voided”, it just remains authorized and i have no way to manually cancel it in shopify. i reached out to shopify plus support and they said it needs to be done by the API.Anyone have any insight into this?  

We have a large field service division that runs daily break/fix service calls. Each technician has their own service van full of inventory that they use for these calls. In Acumatica we have created a separate warehouse per truck in order to track the inventory levels and perform daily replenishment. How can we set a default warehouse (truck) per employee so when they add inventory items to their FS appointments it comes off of their truck only? It needs to be automatic; we run hundreds of calls per week and cannot expect our technicians to add their warehouse and warehouse location each time they enter a part/item. (We are running 26R1 for reference)

I have DeviceHub configured successfully with printers, but when I add a usb scale it exceeds the API request limit all on its own after a minute or two. Seems like devicehub is updating the SMScale table with the scale weight, but then forgetting to log itself out after??Does anyone have any ideas? TY!!  

Has anyone figured out how to restrict a column datasource for a specific segment of the subaccount?  We have a client with a 4 segment subaccount and they want to break out columns of the financial statement based on specific values of the 4th segment.  I have tried various different possible wildcard characters in the subaccount string for the first 3 segments but it keeps returning nothing when run like that.

Hi Acumatica Community, I am in a situation where in our production environment when a user upon Loading the Documents and just before clicking “Save” the system is working perfectly.The moment “Save” is clicked the system becomes unresponsive for all the other users who were trying to do anything. The “Save” action alone is taking almost minutes sometime even multiple minutes and no other user is able to do anything and the system just becomes unresponsive.I did check if it could be related to some customizations and even tried unpublishing the customization that touched this screen; the problem still exists.Steps that I have taken to find the root cause of this:Tried to do record a Profiler for this action from the moment this screen loads. Upon inspecting the profiler for multiple scenarios the thing that was consuming the most of time was an Update SQL specially an update query that was taking multiple seconds. the longest time consuming SQL update statementupon sorting on the long

I have a GI that compares settlement batches to AR payments and then puts those payments on bank accounts, but I’m finding that even though settlement batch processing center transaction numbers match AR payment external reference numbers it’s leaving certain information blank. I’m sure it’s something simple I’m missing!

Hello, group,Long time listener, first time caller… We’re just getting started using the Rough Cut Planning and Production Schedule Board Modules and we’re wondering if there is a way to easily export the Production Schedule Boards. It’s old-school, but while we’re learning the tool, I would like each plant to print the Production Schedule Boards out for their Production Teams to review until we are fully comfortable with the tool and can display on a large monitor. We’re on release 2025 R1.  Thanks...

When Acumatica released changes in builds only, we would always get the release notes for each build. Is there somewhere I can look to see the release notes for the patches? We are on 25R2.

Checking feasible to print Appointment information from the Invoice screen when an invoice is printed or emailed. Is it possible to print or email appointment information invoice screen?

Is there a way to change an item from stock to non stock?Thanks!

Hello, I created a custom label where an employee can put in the production ticket number and print a label. Upon testing, I realized that the information will not populate unless the WO is in a “Completed” status. I would like for this to populate in the “Released” status as well. Does anyone know how to achieve this? Released Status: Completed Status:  

Hello all,I have a scenario, where I would like to manufacture my FG either from Site A or Site B. So based on my Machine availability and MRP planning, I would like to have the option/suggestion from Acumatica as to from where shall I move to Produce my FG, whether it is from Site A or Site B.Is this possible in Acumatica? If so, how? Would be grateful for your guidances and inputs.

I would like to gather suggestions on how we cam handle intercompany transaction under a single Job in Acumatica? Also, looking to restrict the visibility of for instance, Company A data to not be visible under Company B and Vice Versa.What could be best practice?

Hi everyone,I am currently analyzing the database schema for the Manufacturing Edition, specifically looking at the Cost Roll process (AM508000).I noticed that the core table used during this process, AMBomCost, includes a UserID field as part of its structure.Could someone please clarify the exact architectural purpose of this field? Is it used strictly for session-based data isolation to prevent conflicts during concurrent cost rolls by multiple users, or does it serve another specific tracking/auditing purpose within the Manufacturing module?Any insights into how Acumatica handles data inside AMBomCost during the processing lifecycle would be greatly appreciated.

Hi! Is there a way to do dropshipments for service orders? We’re looking for functionality similar to sales orders where a line can be marked for PO and dropshipped.

Hello,There are two areas that I have questions about:1) My existing code logic locates my two action menu items "CREATE CUSTOMER TEST" and "CREATEVENDOR TEST" in the "Other" section of the "dot dot dot" menu (below). How can I relocate those menu items to the "Record Creation" section?2) The same code that adds the action menu items to the "dot dot dot" menu also adds the two menu items to the main toolbar menu.Is there a was to hide the menu items so that they are not visible on the main toolbar menu but still visible in the "dot dot dot" menu?Thank you in advance.Ken Severud  My code behind: