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Hi There,I’ve encountered an issue with retainage behavior during AP bill reclassification in Acumatica ERP and would like to confirm whether this is expected or a configuration issue.Scenario:An AP bill is created with a project, task, and retainage applied. The bill is released, and retainage is tracked correctly under the project. Later, I perform a reclassification on one of the bill lines to another project (using the reclass functionality). The original line was code to wrong project about (10% of total cost) The 90%cost  is under project A, and AP retainage is under project AIssue:The expense is reclassified correctly to the new project. In the AP Retainage Register, the original retainage disappear from Project A,  but appears under a non-project code (empty project / X).Expected Behavior:I would not expect the AP Retainage register change the project code but remains under same project codeQuestions:Is this the intended behavior in Acumatica? Are there specific configurations

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 ? 

Hello! I am having an issue with two embedded widgets that I placed next to each other on a dashboard. These are views into two different manufacturing schedules that we have going in the system and we need to use the embedded webpage instead of tables. For some reason, it often loads with this big white space that covers half of the screen. It happens on most browsers and only loads properly if I get lucky (seemingly). Does anyone else face this issue and know how to get around it? For instance, here are some pictures of the dashboard (one of which is zoomed out to the most allowable value):Typical Dashboard View w/ Issue:  Zoomed out Picture:  Thank you!

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.

I have a publicly traded customer who is looking to track any changes made in settings in Acumatica.  They have asked how to track the last modified date for any report in the system.  When you go to a report form in Acumatica like AR641000, there is no DAC schema provided and you know that the entries on the Report Versions tab must be stored somewhere.  I have two questions:What table in Acumatica is there a list of all the existing reports? What table are the Report Versions entries stored in?Thank you,John 

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. 

Hi everyone,I currently have an import scenario set up that creates a single purchase receipt for multiple drop ship orders. This is working well and behaving as expected.One enhancement that would make this process even more effective would be the ability to update the unit cost of the lines being added to the purchase receipt within the same import scenario.This would be especially helpful because our vendor pricing can vary based on customer location. Right now, I handle this by creating the vendor bill separately and adjusting the unit cost there using another import scenario.If it were possible to set or override the unit cost directly on the purchase receipt during import, it would allow everything to be handled in a single process and significantly improve efficiency.I’ve attached the original XML for reference.Has anyone found a way to achieve this within a single import scenario, or is this a current limitation?Thanks in advance for any insight!  

I am reviewing the Project 360 Dashboards and came across a tile that I don’t have access to. I cannot find where to provide or grant access either.  On the Project Status Screen (PM301500) form the Documents to Approve widget is showing as below and states that I do not have enough permission to view this,  (I am an admin account)  If you click into the “Unpaid AP bills” tile it takes you to the Approvals page, where I have access to. And the “Potential Change Orders” tile takes you to the “Change Orders “ screen which I also have access to. I reviewed the Site Map, Class Dashboards, and Dashboards screens, Access Rights by Screen menu and could not find the correct area to update permissions.  Would anyone know where I would go to update the permissions? Is this a potential bug? 

Hello all,I have a requirement where if a customer wants to return an item, the replacement item is first shipped and then the older item is received. Now in this case, the replaced item could be different than the originalone. How can I process this?

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?

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?