Solved

Our team is currently in the middle of an implementation of Acumatica 2025R1. We have the manufacturing module.  With our existing process, we would make a production order for 100 parts with an outside process operation. We might only have a portion of the parts ready for outside processing, and would make a PO for those parts and send them for outside processing. Later, we may send another portion from the same production order on another purchase order, etc., until all parts have been sent for outside processing. The parts from the earlier PO might return before the other parts, and we would start working on the next operation for those quantities.  Is there a way to achieve this process in Acumatica? We want to be able to track the costs from the purchase orders on the production order and track the quantities sent to the vendor, including how many have been returned and how many are waiting to go.

I am trying to update the default salesperson on a list of customer.  I did visit a few answers where someone showed an example and I created it based on that.  I tried to just run one line and I am getting an error message.  I tried a few different things but it’s still erroring out without giving me much guidance to what the issue its.    

We need your help with a specific payment process on Acumatica. Here is our scenario:An employee hires a worker and pays them on behalf of the company. Later, the employee submits the documents and bills to the company to get a reimbursement (get their money back).Our desired process is: The company receives the bill from the employee. We create a Bill in Acumatica where the Vendor is the worker, and we apply withholding tax. We pay the full amount to the employee, but the withholding tax must be recorded under the worker. We tried using the Joint Payee feature on the Bill, but it did not work. It does not allow us to pay the full amount to the employee while keeping the withholding tax history for the worker.Is there any way to handle this payment process in Acumatica?

Hi, I have written the logic to expose a UDF (UsrMACFWarehouse) on the Companies and Branches screen which works on my local site running via Modern UI, however once I export the customization package and import to my production site, the fields are not exposed but the project builds correctly.Can you please check the attached project on what could be the issue? 

hello all,We have the AI Assistant feature from 26R1, however I would like to know if anyone has experimented it, and how?Thanks.

Hello Community,Hope someone in the community will be able to share some insights.if a vendor has 30 day payment terms, these terms will apply to the AP Bills.  Acumatica does NOT apply these terms to AP Debit Adjustments.  Why? We have situations where vendors issue a credit and then a re-bill for a price correction. We don't want to take the credit against one payment and then have the re-bill paid on a future payment. We would want them both to show up on the same payment.Thanks,Hari

I updated our production site a couple of days ago and have encountered a strange issue where the site still works, the GIs, reports and customizations all still work, the updates screen is showing the correct version, the server is showing the correct version for the site and the database but the login screen says “Last update was unsuccessful”. I’ve tried running the update again and it does not show the correct update date, it still shows the original one from two days ago and the update history does not show a timestamp for when the update finished. Any ideas on what I can do to get rid of the error message and ensure that there is nothing wrong with the site? 

The BAccounts in my system each have multiple locations.  I need the GI line results to have 1 line per BAccount and show the Location address information for the LocationCD =’Mailing’.  If there isn’t a LocationCD = ‘Mailing’, then I want it to show the location that is marked as “IsDefault”.   Maybe it is better said, “If there is a location named “Mailing”, show that address.  If not, show the address for the location marked “Default” What would be the best way to create this condition in my GI?  

I want to add a box connotation (colored status field) to a customized stock screen (AR303000) in a customization project on 2026 R1.I created status-colors.scss and referenced it from my customization HTML:<template>    <require from="./status-colors.scss"></require>    <qp-fieldset id="fsLoyaltyProgram" view.bind="BAccount" caption="Loyalty Program" wg-container="BAccount_LoyaltyProgram">        <field name="UsrMembershipStatus" class="colored"></field>    </qp-fieldset></template>The file shows on the Modern UI Files page at screens\AR\AR303000\extensions\status-colors.scss, and the customization publishes successfully. But at runtime the console throws:Uncaught (in promise) Error: Failed loading required CSS file: customizationScreens/Company/screens/AR/AR303000/extensions/status-colors.scssWhat I've already ruled out:Not the SCSS contents — fails the same way even with a trivial .colored { font-weight: bold; } and no @import. Not sta

We create our Production Orders from our Sales Orders.  By default, the system will create the order for the full sales order quantity.Without having to create the Production Order via MRP, Is there a way to: Create the PRO for the shortfall amount automatically in Sales Order, Or be able to adjust the quantity before hitting CREATE.In example below, we have 5 in inventory, so we only need to make 11. 

Hello all,In the previous versions of Acumatica we had the functionality, for instance that if we have an item lets say AAComputer and if a user tries to add a new item in the Inventory ID field, as soon as the characters are entered Acumatica displays the relevant results. So if the user enters AACOMP, Acumatica displays the result for the existing item in the search result.Here the user isnt making use of inventory lookup, but just typing in the characters and it displays the items that already has the keyword.However in the current versions, its not working at all even after enabling the full text search. Is there anyone else facing the same issue? Regards.

Hi there everyone,We recently upgraded to 26R1. When using the Inventory summary screen, we noticed that double clicking one of the lines does not always apply the correct filters when sending us to the Inventory Allocation Details screen. Typically when doubly clicking a line in Inventory Summary it will send us to Inventory Allocation Details with the filter for the Warehouse and Location already matching that of the line we clicked on.  Now however, majority of the time it will instead only send the filter results for whatever row was at the top of the Inventory Summary results.  Once in a blue moon it will apply the right filter settings, but typically it does not. Has anybody else experienced this?

Hi AllI’m seeking advice from the community on which is the better way to delete tenants from Acumatica.My setup is PCS running 25R1. Is it better to use  Acumatica Configuration an choose Perform Database Maintenance and delete the tenants there or to delete the tenants from within the application itself?Also, will there have to be any reindexing of the database after deleting tenants?Thanks in advance.Amit

Since the ConfirmShipment() method now has a new signature with ConfirmShipmentArgs replacing all the old parameters, how do I get the Action<SOOrderEntry, SOShipment> baseConfirmShipment?  I need to call the base action but I don’t know how to get the PXAdapter or delegate needed to call it. Here’s what I have so far (the last code line ConfirmShipmentAction() is giving me errors)...    public class PaymentValidationSOShipmentConfirmExt : PXGraphExtension<ConfirmShipmentExtension, SOShipmentEntry>    {        private void ValidateTotalEachSO(SOShipLine soShipLine, bool createShipment)        {...        ...}        #region ConfirmShipmentAction        public delegate IEnumerable ConfirmShipmentActionDelegate(PXAdapter adapter);        [PXOverride]        public IEnumerable ConfirmShipmentAction(PXAdapter adapter, ConfirmShipmentActionDelegate baseMethod)        {            // Custom Logic before              var result = baseMethod(adapter);            // Custom Logic aft

Hi all.Currently, the system uses the “Available” quantity to validate stock when creating a Sales Order. As a result, a warning message is triggered when there is insufficient “Available” stock (please refer to the attached screenshot). However, the internal process is based on the “Available to Ship” quantity rather than “Available”.Could you please confirm if it is possible to modify the warning logic to reference “Available to Ship” instead of “Available”? This would ensure the system behavior aligns with our operational workflow.I have tried it adjust this with “Availability Calculation Rules” but was unsuccessful.Appreciate your guidance on this.Thanks in advance!

Hello all,I have created 3 SOs for the same customers on different dates. I then created a single Shipment for those 3 SOs but upon creating an invoice, from the Shipments screen, it create 3 individual invoices. i did check under the order Types, Bill Separately checkbox is inactive.Not only this when the other day I created another set of SO for another customer, 3 SOs → 1 Shipment, it generate 2 invoices from the single shipment for 3 SOs. What could be the other reason for so?Any thoughts?

Not sure if I am allow to ask this here, but does anybody have an original/slightly modified customer statement report that they would be willing to share?We had a firm do some work for us because we wanted an accompanying copy of all invoices included in the statement report, but now we have lost the ability to show a summary. The automation process for generating and emailing these statements yields a mess of a “statement” and then the invoices. Rather than pay money to have them fix it, I think I would rather have something at least similar to Acumatica’s out of the box report and try to embed the invoices myself. Any other advice would be appreciated!

I was hoping to add the ability to filter by SOLine.InventoryID_description in the Sales Order Details by Customer report, but for the life of me i can’t get this field as an option. Following what online tips i could find I added this field to the Viewer Fields in the schema browser. Then I also placed it in the groupDetails section on the report itself at another recommendation. Every other writeup i can find is either putting it in as a parameter or a sorting option, neither of which is what im looking for.End result, our staff wants to be able to sort this report by keywords in the item description. Sales Order Details by Inventory Item doesnt work for us in this case because its layout is item-first instead of customer-first.I have my fingers crossed this is something simple im just not seeing as i don’t spend alot of time in report designer.

Good morning,    Does anyone know how to add multiple signatures to a Cash Account?  

Hello,We’ve been live in Acumatica for just over a month now and are running into some questions surrounding the MTO process. In short, inventory has been tied to a sales order as we expect in the MTO process. However, in some cases we’d like to remove the inventory allocation.If we go to the sales order and uncheck the Mark for Production box, that doesn’t seem to be removing the inventory allocated to the sales order. I understand the inventory was probably reserved during the sales order create process.Is there another process we aren’t aware of to remove the inventory allocation link to an existing sales order?

Hello all,I would like to know if we can prevent de-duplication or inserting/saving of incorrect keywords. For instance there might be an item ID = LAPTOP, and any other employee would go ahead and create a same item but with incorrect keyword = LEPTOP. How can we prevent such scenarios in Acumatica?

Hi all. I have multiselector attribute. I need show attribute value in my other view like this show in Attribute tab. For example: When valueID and description is fill  i need show description, when description is null i need show valueID

We have a prospect that has two companies, one base in ROI and one based the UK. The 2nd ROI company does not hold any stock and all sales orders are supplied by the primary UK company. We’ve worked through using intercompany and believe it would work for them to a degree but ideally we would like the Intercompany Sales Order in the UK company to be dispatched to the customer address for the ROI company. If we select to raise the intercompany PO from the ROI company to the UK company as a drop ship PO, we cannot seem to generate the intercompany SO from the “Generate Intercompany Sales Orders” process within the UK company. This means the ROI company would have to theoretically “Receipt” the stock to their ROI warehouse to immediately despatch their customer sales order. This adds another level of admin the customer would like to avoid as they would like the paperwork from the UK company to have to delivery address of the ROI company customer. Any suggestions would be appreciated. 

I have not experienced this before.  I am logged in as ADMIN with customizer etc. roles.I cannot get anything to come up in the DAC browser.This is just an example.  I cannot open any DAC.Click here: 

When a customer has an overpayment on account can that overpayment be turned into a credit memo?  I need an action to  show the customer the credit on account and remove the payment sitting open.