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Hi Acumatica Team,Related to Acumatica Artificial Intelligence how can I habilitate the AI Acumatica Assistant button or features AI in 2025v1, I see in the demo videos that appear this botton, but in my Acumatica I cant see this feature:Thanks,

After upgrading to Acumatica 2025R2, some of my users started experiencing random slowdowns. Each week, one or two users report performance issues, but when I check the PCs and the server, neither is running at full capacity. I’m not sure what’s causing it

For the service orders and Appointments in the Service Management module, I wanted to add a column that will show the not just the date but also the Time a Service order/ Appointment was created for example 3/30/26 11:40 am We have had it happen a few times where a customer questioned why it was an after hours call.  Currently the column on the GI is a field called FSServiceOrder.CreatedDateTime but it only displays the date and not the time.  I know the time information is also stored in there but only the date is displayed.  I have a workaround in this case because I pulled it into excel and was able to see the full date/time info but I would like to revise it so that it shows on the GI view.   I know there are date functions I tried using those but I can’t see to get it so it shows the full date and time. 

Business event has 4 records change triggers using ORIs there a way to tie a different email notification to each trigger?or do I need 4 business events to identify in the email which filed changed?  

Dear Acumatica Support Team,I would like to inquire whether it is possible to import inventory items into the Requisition screen.Currently, I need to add more than 100 inventory items to a requisition, and selecting each item manually is very time-consuming. It would be greatly appreciated if you could advise on which function or tool (such as an import scenario or any standard feature) can be used to import inventory items in bulk.Thank you very much in advance for your support and guidance.

How to generate a GL detail report for a range of GL accounts? Can the report sorted by GL accounts instead of batch numbers?

HiIs it possible for a journal batch to be input by a junior employee and then held waiting for approval by a senior approver? thanks in advance

Hello everyone,I’m trying to calculate the selling price of my stock items (IN202500) using LLM prompts.Specifically, I want to multiply the field AvgCost (INItemCost) by a factor of 1.72, which accounts for the following costs: 10% Storage costs 2% Transport costs 20% Personnel costs 5% Marketing costs 5% Miscellaneous costs 30% Profit margin Unfortunately, I’m struggling to get the correct price calculated. Do you have any tips or advice?Here’s one of my test prompts: ## Context InstructionsYou are an AI assistant working with ERP data.## Instructions with Input DataCalculate the field ((InventoryItemCurySettings.BasePrice)) based on the following input data and formula.Input Data:- Average Cost: $((INItemCost.AvgCost))Calculation formula:BasePrice = AvgCost × (1 + 0.10 + 0.02 + 0.20 + 0.05 + 0.05 + 0.30)BasePrice = AvgCost × 1.72The following surcharges are applied to the average cost:- 10% Storage costs- 2% Transport costs- 20% Personnel costs- 5% Marketing costs- 5% Misc

We have been operating a single company with no branches since our go-live about 9 months ago. We are needing to create a new parent company in Acumatica which should not have any transactional data, vendor/customer profiles, etc. The company we have been operating should be a branch with all transactional data and profiles in the branch. Then we’ll add a new branch which also start “blank” with no transactions or profiles.  When I set up a new company in our production tenant, it is automatically populating all the data into that new company. Then any branches under the company also have the same transactional and profile data. How do I create “clean” company and branches while keeping all our existing data in a single branch?

Hello community,I have been working on an import scenario of Purchase Receipts, where I am looking to import the lines using Add PO button → Under the Details tab, but the scenario isn’t working. Can anyone let me know what is it that I am missing here?Have attached the XML file of the import scenario. Thanks in advance.

Is there an existing integration with either Ceridian or Payworks, both for Canadian PR processing. 

I have a single user, out of 125, that does not have the drop down for inventory items when entering a sales order (see below). This is incredibly frustrating to the user because he is new and doesn’t know all of our products. How can I get this drop down to appear for him? Any ideas why it wouldn’t be showing up for just him? Thank you! 

I am trying to customize a Branch lookup in Acumatica so that it only shows branches belonging to the currently logged-in user's organization.When a user opens the Branch selector, it should display only branches that belong to the same organization as the current branch.The following SQL query returns the correct result:SELECT *FROM BranchINNER JOIN Branch AS Br ON Br.OrganizationID = Branch.OrganizationIDWHERE Br.BranchID = 22;Here, 22 represents the current logged-in branch (AccessInfo.BranchID in Acumatica).I tried to convert the same logic into BQL, but the result returns duplicate records instead of the expected filtered list.  Below are some of the approaches I tried: I also tried several other variations by making small changes, such as modifying the join type and other conditions, but I still ended up with the same result.Following is the BranchAliespublic class BranchAlias : PX.Objects.GL.Branch { }  [PXSelector(typeof(Search2< Branch.branchID,

After recent ERP Upgrades , we have been experiencing an error on screens i.e Operand data type bit is invalid for max operator.We have customizations which have a boolean/bit data type & dacs, and now after the recent upgrades we are now having to change them to use integers. Is it an acumatica issue or we have to workaround with our customizations ? 

Have a scenario where a business event hasn’t fired off since the patch to 25R2.  The end user is in the process of changing VARs so I can’t open a ticket yet.  Has anyone come across business events not working after an upgrade/patch? We tried clicking Track all fields and that didn’t work.  We have looked at the joins on the GI and it seems to be something else. Remittance is showing up blank. 

Our company raises and sells exotic wildlife and needs to be able to capture the customer’s signature at delivery of the live animals - does anyone have any recommendations on how to do this?Ideally, they would also be able to note if an animal was NOT delivered/accepted for any reason. These notes would then route back to Accounting so we can make the necessary adjustments.We do the vast majority of the deliveries ourselves and need the delivery team to be able to pull up to a ranch, release the animals, have the customer sign off, and then the delivery team can confirm the shipment and send a signed copy to the customer.

I have been trying everything to send a notification out when an expense receipt is approved or rejected. I am using a business event that triggers based off the status field changing however I have read that this does not work since the approval status does not actually save when updated. At this point I am not sure how else I can approach this. I don't think a schedule would work since I need this to fire off at any time so long as its when an expense receipt is approved/denied.

Hello,     Our vendor is requiring us send files which are exported from Acumatica to them by SFTP in daily basis.       Yes, this can be done manually, I can export the file to my local computer and then I use a SFTP client to send the file.       However, I am wondering can this be done in an automation way?      Thanks in advance.

We have an item that we would like to change the Lot/Serial Class from NOTTRACKED to WHEN USED. I made sure there are no open documents but I am still not able to. According to this older post, it doesnt appear possible. We are on 25R2. I just wanted to make sure there isnt a trick I’m missing. I was really hoping I dont need to create a new item. we are currently just putting the serial in notes on the doc line. 

I have a user who is concerned about the Manual Price checkbox being checked on the Invoice but it is not checked on the Sales Order. From what I can see, the prices are the same on the SO and Invoice. Where is the system getting this Manual Price field from? It is the same on the other invoices that I have checked. 

I have created Generic Inquiry AccountBalances.Created date parameter Dateadded conditionenabled odata i see that url in $metadata. Without param that odata endpoint works fine. Found documentation that explained how to set paramhttps://help-2025r1.acumatica.com/(W(14))/Wiki/ShowWiki.aspx?pageid=7990b4d9-1f40-4654-9494-7b2f6abfd023 But when I trying to fetch data via postman/Acumatica/odata/SomeCompany/AccountBalances_WithParameters(Date=2025-01-01)?$format=jsonor /Acumatica/odata/SomeCompany/AccountBalances_WithParameters(Date=@p1)?$format=json&p1=2025-01-01 it returns 404 How I can correctly pass that Date param ?

Hi Acumatica experts,We're looking for cash application automation to streamline our AR process — specifically, automatically matching bulk bank payments with open customer invoices using AI/ML, just like NetSuite Cash Application or SAP Cash Application do.For example, we receive a batch of payments from the bank and use AI to automatically match customer payments with open invoices to reduce manual work.Questions: Does Acumatica have native cash application automation (not just bank reconciliation) that can do this? If yes, which module/feature and how well does it work? Are there recommended third-party add-ons in the Acumatica Marketplace that specialize in cash application automation? The accounting department are actually seeking AP automation at the same time, is there a recommend tool can support both?

 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.