Unanswered questions

Hello Do anyone know the steps to create a new category to add to the Finance module to which I can add reports under it vs the standard options out of the box? I am on 26R1

Hi,I'm wondering if someone can help me automate a task based off a business event and schedule a report to send. Logic; Whenever a new payment is added to the Payment & Application screen. I want to run the AR register report at the end of the day at a specific time and email that report to a select number of emails. If there is no payment added to the payment & application screen then no report should be ran for that day. I know Acumatica has business events, and schedules available to do this. I'm just wondering what would be the best way to do this?  Any insight or suggestions is greatly appreciated.

Does anyone know how to add a column set that only calculates the % for gross profit and net income? I can only seem to get the formula to work to have a % of revenue of every single line rather than just these lines that I would like. 

Hi everyone,I’m configuring a Time Card Pending Approval email template. Our approval map includes a mix of rules assigned to individual employees and rules assigned to a workgroup.Individual employee approval rule:Workgroup approval rule:The email template’s To field is currently configured as:This works for individual employee assignments. However, when approval is assigned only to a workgroup, the email isn’t generated, apparently because there is no individual approval owner.Current email template:((Approval.OwnerID.EMail))Is there a way to configure the To field to dynamically send the notification to:The assigned employee when the rule specifies an individual approver. All members of the assigned workgroup when the rule specifies only a workgroup.Ideally, I’d like to handle both scenarios within the same email template without creating a separate GI and Business Event. Is there a supported recipient expression or another standard configuration for this?Thanks for your help!

Hello all,I have been facing issue after updating the Cost for Non Stock items. I have entered:Pending Cost = 120Pending Cost Date= 10/22/2026Current Cost= 100 If I’m creating an PO for this item for the date of 22 or 23, it is still taking 100 and not 120. Shouldnt it be taking 120? 

Hi everyone,We are using Acumatica hosted by a partner/SaaS environment. For security reasons, we want to restrict user log-in access so employees can only access the ERP while connected to our company's physical network (office IP).Since we don't have direct access to IIS or the hosting firewall: Is there a built-in feature or customization in Acumatica to restrict user logins by IP address or network range? How have other administrators handled IP restrictions when working with a partner-hosted environment? Thanks in advance for your advice!

When we send invoices or statements to customers via email, from within Acumatica, we often hear that they were not received until our 3rd or 4th attempt.  I realize there are many reason for this excuse, but is there a “nondeliverable” message we should get if an email is attempted and really does not go through? 

In my scenario user have only branch "A" access. But Sales order created from branch "B" as a consolidated document mixing both branch A and B SKU and the warehouse.  I create inquiry to filter data based on the Warehouse linking sales order master (SOOrder) and reference ( SOLine) table. But user not visible branch B sales order when both table link thorough Join. But only using the referance table can visible branch B Sales order number to the user. How resolved it ?

We have created invoices for a customer and the customer has paid all but the retainage on 2 of the invoices. How can I get the report to pull in the Inital amount, the Paid to date amount and the Unreleased retainage? My report currently only has the initial invoice amount. 

Have any versions prior to 2026R2 been updated with the CSV export type for 1099 e-file? This appears to be required by the IRS for filing for tax year 2026.   Finance: File 1099 Forms Through the New IRS IRIS System   Good news if you file 1099 forms: Acumatica ERP is ready for the IRS’s move away from FIRE. The Internal Revenue Service (IRS) is retiring the FIRE system and replacing it with the modernized Information Returns Intake System (IRIS). The changeover begins in the 2027 filing season (tax year 2026). Starting in Acumatica ERP 2026 R2, the Create E-File process on the Create E-File (AP507500) form generates CSV files formatted for IRIS instead of FIRE for both 1099-MISC and 1099-NEC.

We are being asked by our clients, with eager expectation, about trying out the new AI features in 26R2.  Some of them are still on the Advanced pricing.  Others are not due for upgrade yet but they want to test it.  We as VARS are also looking for a few licences for our demo sites to test and demonstrate.So it would be useful to  know when and how to obtain these demo licences. ThanksJames  

We have a situation where a shopify order passed into Acu - shipped - invoiced with payment.  Then customer called and claimed fraud so Shopify refunded the customer and canceled the order.  Does connector handle this a specific way?

i would like to clarify the availability of a batch number or reference number for the Inventory Replenishment process in Acumatica ERP.Currently, we use the Prepare Replenishment (IN508000) screen to process replenishment requests. We have also identified the Replenishment Numbering Sequence setting (INREPL) in Inventory Preferences (IN101000). However, we could not find a replenishment batch number displayed in the Prepare Replenishment screen.Our Procurement team needs a reference number to identify and track replenishment requests by period, for example, requests prepared for October 2026.Could you please clarify the following? Does Acumatica provide a standard replenishment batch number or request reference number when processing replenishment through IN508000? If such a number exists, where can users view it, and how can they trace it to the resulting Purchase Orders or Transfer Orders? What is the purpose of the Replenishment Numbering Sequence (INREPL)? Does it generate an

We have a site in the UK who want to lookup postcodes and have the address entered automatically.   When a new customer is created they enter the postcode and it displays all the address’s in that postcode.   The user will then select the correct address and its updates the relevant fields.    Can anyone advise on a solution that will work in the UK. 

Hi everyone,I'm looking for advice on correcting an overstated purchase receipt in MYOB Acumatica.Purchase receipt PR-025718 has been released, and the related AP bills are completed/closed.The original receipt cost was $10,640.32, but the correct cost should be $8,280.80.The excess $2,359.52 needs to be reversed since it’s sitting on the unbilled quantities.No further supplier invoice will be allocated against the remaining balance.However, the Correct Receipt action is blocked because AP bills have already been created against the receipt.Has anyone encountered this scenario? What is the recommended supported method to reverse the excess cost and clear the residual unbilled balance without affecting the completed AP bills or physical quantities?

Can standard regular expressions actually be used as an input mask for PXTextEdit or PXMaskEdit UI controls as this article states?https://help.acumatica.com/(W(17))/Help?ScreenId=ShowWiki&pageid=9b12bbba-a619-43e4-8335-11ffff13573bIf so, can someone point me to an example? Setting the input mask to anything other than basic Acumatica mask characters as shown in the article below results in the regex string showing in the field itself.https://help-2022r2.acumatica.com/(W(2))/Help?ScreenId=ShowWiki&pageid=9bec9bb3-3363-4649-948f-7a55e9c048a1

When entering a Clock Entry for Production Orders, the Order Type dropdown displays "No Value", even though there are two Production Order Types configured in the system.In the Mobile App, the Order Type is automatically populated based on the Default Order Type specified in Production Preferences. However, when creating the Clock Entry through the application, the system is not displaying the available Order Types and instead shows "No Value" in the dropdown. As a result other order type production Nbr is not visible in production Nbr field.Could you please confirm whether this behavior is expected and advise why the configured Production Order Types are not being displayed for selection?we can select the order type when we enter the Clock entry in web browser from drop down menu

Business NeedOrganizations that utilize shift differentials may have payroll policies or collective bargaining agreements requiring the differential amount to be paid only on regular hours worked. In these scenarios, overtime premiums must be calculated using the employee's base hourly rate and should not include the shift differential amount.Current LimitationCurrently, when a shift differential is configured as an addition to an employee's hourly rate, the differential becomes part of the employee's regular rate of pay. As a result, overtime calculations are based on the increased rate, causing the shift differential to be included in the overtime rate calculation.Requested EnhancementProvide a configuration option that allows administrators to control whether a shift differential is included in overtime rate calculations.Suggested setup options:Include Shift Differential in Overtime Calculation (current behavior) Exclude Shift Differential from Overtime CalculationWhen the exclusion

Hello - Via an API, we are trying to update the 7th row under the Details section on the Numbering Sequencing screen but only the first row seems to update even though the NumberingSEQ ID is being referenced. Is there something we are missing?Thank you,Ashley

When exporting the PO print format to PDF, the text displayed in the "Khmer OS Content" font does not appear correctly and differs from the Print Preview. However, when using the Print option and saving the document as a PDF, the font is displayed correctly in the downloaded PDF.  Any reason why this happens ?  

What is the difference between the Stock Items and Non-Stock Items rental kit?I tried to attach screenshots, but it’s giving me an error message. I will try to attach in comments.

We are looking for best practices for handling subcontractor costs on time and material projects when the actual AP invoice has not yet been received.Our subcontractors submit monthly progress claims or schedules of values, which we use to determine the cost of work performed. However, we generally need to obtain client approval before the subcontractors can submit their actual invoices.As a result, when we prepare our T&M billing, we need to bill the client based on the approved or estimated subcontractor costs, even though no AP bill has been entered in the system yet.Has anyone found an efficient way in Acumatica to make these costs available for T&M billing without creating a temporary AP bill? Ideally, we would also like to avoid duplicate billing once the actual subcontractor invoice is received.Any insight, configuration suggestions, or workarounds would be greatly appreciated.Thank you!

Hi all,We are preparing to roll out change management for our Finished Goods BOMs in Acumatica Manufacturing and would like your advice on the best approach.Our FG BOM includes packing materials, an unpacking glove component, consumables, operations (10, 20, etc.), work centers, run time and run unit, labour cost per hour, tools, overheads, scrap factor and batch size.The challenge: packing materials and artwork change often at customer request, and Head Office (Marketing) hears about this first. The production details (operations, work centers, run times) are known only by the factory.We are considering two options:1. Head Office maintains the FG BOM and sends it to the factory with the sales order.2. A Factory BOM Leader maintains the FG BOM, but only after Head Office provides an approved document with the finalized packing details.Questions:- Which approach works best in practice, or is there a better one?- How do you control and approve BOM changes (for example, revisions or an ap

multi level cost roll works across all BOM levels when no additional filters are used.  Does Not work when trying to roll from bottom up using “BOM Material ID” filters. Have purchase parts that are consumed in multiple BOM trees across 5 upper levels. When the purchase price increases for that part, the pending is automatically updated from the invoice via business event. I want to selectively push that new purchase cost into all BOM trees in a single “Generate Cost Roll - Update Material Costs - Update Pending and Archive - Update Standard Costs” pass.  Why does the “BOM Material ID” filter stop the chain from rolling across all levels when running a wide open roll successfully updates all levels of the BOM trees? Running a single warehouse, have tested all settings I could possibly use. If you have an idea please let me know and I’ll give it a try! I have a concise BOM tree that is spread across 5 levels that I can use to test and check.

I create sale return and prepare invoice it’s automatically generate credit memo (this is ok) I edit credit memo by deleting items details tab go back to sale return in so and update items in credit memo I click add sale order to add my sale return but I cannot find it. How to make it work.