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We have just upgraded to Acumatica 2025R2, and we know Classic UI will be completely deprecated in 2026R2.After checking with the community, we confirmed that for the same screen, all users must use either Classic UI or Modern UI uniformly; it is not supported to have some users on Modern UI and others on Classic UI for the same screen.Our original plan was to roll out Modern UI gradually: let a small group of tech-savvy, quick-learning users adopt Modern UI first for testing, while all other users stay on Classic UI. Since this approach is not feasible, we would like to ask what is the best migration strategy?Is the only viable option to switch screens one by one gradually ?Our actual situation: many of our end users are older, slow to adapt to interface changes, and resist any layout adjustments. Even moving a single button’s position will lead to complaints from users. We need a smooth, low-resistance migration plan.Please Advise.

Hi all,Is there any possibility to assign the Inventory Management method to FEFO (First Expiry, First Out)?Thanks in advance!

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!

Hi there,We’re on 25R2 and trying to use the Employees page’s History tab to track employee Position, Start and End Dates, Termination Reason, etc.For the Position field when I choose one of the available options it accepts it, but when I add a Start Date it throws and error about the Position field: “Error: An error occurred during processing of the field Job Title value Engraving Expo Error: Job Title 'Engraving Expo' cannot be found in the system.”It’s not the biggest deal in the world, but we would like to use this page if there’s an easy fix. I’ve tried in both Modern and Classic UI, fwiw.Thank you!Jon 

Has anyone ever been successful importing the postal codes. I understand Acumatica has the option to upload the postal codes like it does for Journal transactions, but I would like an import scenario to upload the postal codes based on each tax zone. It takes a long time to do it the way Acumatica has it setup. Thaanks

I have an issue where clicking grid toolbar buttons (such as Add, Reload, or Delete) causes the page to scroll back to the top.On my screen, I have several panels located toward the bottom, each containing grids. When I interact with the toolbar buttons in these lower grids, the page unexpectedly jumps to the top instead of staying in place.Has anyone encountered this behavior or knows how to prevent the page from scrolling to the top?

Recently updated to 2025R2 and using Modern UI, the column configuration is not saving, even when changed on the column configuration button (now gear) and saving it.  Any ideas on how to make the new configuration stick?  

I’m getting a build error in the UpdateExpirationDate() function:    public class KBCCProcessingCenterMaintExt : PXGraphExtension<CCProcessingCenterMaint>    {        [PXOverride]        public PXAction<CCProcessingCenter> updateExpirationDate;        public static bool IsActive() => PXAccess.FeatureInstalled<PX.Objects.CS.FeaturesSet.integratedCardProcessing>();        [PXUIField(DisplayName = "Update Expiration Dates", MapEnableRights = PXCacheRights.Select, MapViewRights = PXCacheRights.Select)]        [PXButton]        public virtual IEnumerable UpdateExpirationDate(PXAdapter adapter)        {            if (Base.ProcessingCenter.Current != null && Base.ProcessingCenter.Current.ProcessingTypeName == typeof(KBTokenizedProcessing).FullName)            {                throw new PXException(KBMessages.FeatNotSupported);            }            return Base.UpdateExpirationDate(adapter);        }The error is: 'CCProcessingCenterMaint' does not contain a defi

We have recently upgraded to 2025R2. We found that once any user clicks Switch to Modern UI on the same screen, it prompts that the change will apply to all users. Is there a way to let only the individual user use Modern UI, while all other users continue to use Classic UI?

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share Exciting News - Upcoming CRM Webinar!Don’t miss our upcoming CRM webinar:  Maximize the CRM Advantage: Streamline Sales and Operations.  Please join ​@MichaelBradner55 and ​@Tara H on Tuesday, May 19th at 1p EST to learn all about leveraging Acumatica CRM to:Streamline your sales process Improve customer engagement and retention Gain valuable insight to inform your business decisionsWhether you’re an existing CRM user or curious about adding it on, feel free to sign up here.  Hope to see you there!  Last chance — Customer Onboarding Program first cohort starts May 4Three days until the first cohort of The Acumatica Customer Onboarding Program kicks off.If you've been me

Starting November 17, 2026, Google will remove support for XSLT to prevent potential security risks on Chromium-based browsers (including Google Chrome and Microsoft Edge). This change will prevent Classic UI screens in Acumatica ERP from loading in these browsers. If your instance still relies on Classic UI, action is required before November 17, 2026. What is the impact?The severity of disruption depends on how much your instance relies on Classic UI. Any screen still running on Classic UI will stop loading in Chrome or Edge. If your team uses a mix of Modern and Classic UI, some workflows will be affected while others continue normally.NOTE: Acumatica is delivering a fix that will allow Classic UI to continue loading on Chromium-based browsers after November 17, 2026. This fix is available for Acumatica 2025 R1 and later versions only. Recommended ActionsIf you are on Acumatica 2024 R2 or earlier:Upgrade to 2025 R1 or later to receive this fix. Use Mozilla Firefox as a temporary wor

I have an excel file that has our external payment reference numbers and our acumatica payment reference numbers but I’ve been unable to successfully import these onto a bank deposit. I’ve been using a mash of 2 older import scenarios with varied success. I can create the bank deposit no problem but adding the payment lines is where I fall short. Here is my latest import scenario version. The Action Save line is on the bottom and not showed in the screen shot. XML attached.  

The goal of this example is to show how you can extend the functionality of any screen in Acumatica without writing a single line of code.  Requirement: Add a button to the Lot/Serial details screen to check if the lot is going to expire in 60 days, and if so, mark it as Short Dated. and calculate number of days left before the lot expiresPrerequisites : Create two attributesShortDated: SHORTDATED → Type Checkbox Days to expire: DAYSTOEXPI → NumberImport LLM Prompt: xml attached This is the prompt used   ## Context InstructionsYou are an AI assistant working with Acumatica ERP data. You are an inventory expert evaluating inventory lots and deciding which one is short dated## Instructions with Input Data  -InventoryID: ((ItemLotSerial.InventoryID))​  -LotNumber: ((ItemLotSerial.LotSerialNbr))-Expiration Date: ((History.ExpireDate))-Todays Date : ((GeneralInfo.BusinessDate))-Use input data and calculate the following1-Use Todays date minus expiration date2-If number of days less than 60

Am I correct in understanding that the Inventory Transaction History screen (IN405000) does not include any history related to drop shipments? From what I can tell Invoices (from sales orders) and Receipts from drop ship POs are not showing up on this screen. Aren’t those part of the transaction history of those inventory items?

We’ve been working with a few manufacturing shops on Acumatica and keep seeing the same pattern:Dashboards take weeks to stand up — mostly because everything runs through Generic Inquiries. Not hard, just time + iteration.Meanwhile the shop floor is asking pretty simple questions:who actually clocked in and is working right now are we going to miss shipments this week what material is supposed to arrive next weekSo there’s this gap between what’s technically possible and what’s actually usable day to day.Curious how others are handling this:Are you building GIs internally or relying on your VAR? How long does it usually take to get something usable? Any shortcuts you’ve found to speed this up?We ended up building a few simple dashboards outside that answer these directly, and they get used daily — happy to share if useful.— Alex

Recently since last week we have been notice Dashboards are changing without any interaction . I am trying to find the root cause but no changes has been made. I am raising this in community so get some help to troubleshoot this issue. Below listed issue we are facing currently . Financial  year 2025 and 2026 turned into Calendar year 2025 and 2026-  the graph chart  The table data Sales by month missing value for Feb  FY2026 and Jan FY2027 Sales by product YTD shows accurate data but for last year not current year -Donut chart Ales by product MTD - donut chart disappeared  Total sales MTD -shows 0  

Hi Team,I am working on adding a custom tab to the Project Task screen in the modern UI. However, I am encountering an issue where the tab does not display correctly.When I click the arrow icon available on the screen, the custom tab appears as "undefined" instead of showing the expected content or label.I have already reviewed the related files and configuration, but I am unable to identify the root cause of the issue.Expected Behavior:The custom tab should display with the correct label and content when selected.Actual Behavior:The tab shows "undefined" when clicked.Could anyone please guide me on what might be causing this issue or how to resolve it?Thanks in advance. HTLM Code  <qp-tab id="tabSubTasks" caption="SubTasks">      <qp-template id="tabSubTasks_TaskProperties_CstFormView2_div0" qp-collapsible="">        <qp-fieldset            id="SubTasks_CstPXLayoutRule3_fs"            slot="A"            view.bind="SubTasks"            wg-container="SubTasks_CstFormView

We are currently on version 2025 R2.  We are having an issue where Inventory is released when a Sales order is Invoiced.  However, we need that to happen when Shipment is confirmed.  We have verified that the check box “Automatically Update IN Documents” in Sales Order Preferences is Checked.  We have also looked at the workflow in the customization of the sales order screen but haven’t gotten anything within there to work.  Has anyone had this issue before?

Hi All , I am trying to update packaging details for existing Stock Items using an Import Scenario on the Stock Items screen. and getting error “Value cannot be null. Parameter name: key.’Data being updated:Weight Volume Length / Height Commodity Code (International Shipping) Commodity Name (Pacejet Packaging)All items already exist in Acumatica.I followed below steps: Step 1: Prepare Your Data FileStep 2: Create a Data ProviderStep 3: Configure the Import Scenario Step 4: Prepare and importI also tried adding Package code mapping with  box id . getting error like 5 items missing value . and also tried to make inventory ID Key on Data Provider gives same error .   

Why are some DLLs that are referenced by a DLL I’m creating not on the list when I attempt to add them to the customization?  Others are there.  System.ClientModel, for instance, doesn’t appear in the add files list, yet Markdig does.  How does Acumatica decide which DLLs are in the Add Files list?DLL Solution: 

Three days until the first cohort of The Acumatica Customer Onboarding Program kicks off.If you've been meaning to register — now is the time. Spots are still available but won't be for long.Head to the Acumatica Portal → Education workspace → Register for Cohort, select the May 4 cohort, and you're in.If you miss this one, the next cohort launches the first Monday of June (June 1). If you're already partway through the program and need more time — no problem, your progress is saved and you pick up exactly where you left off in the next cohort. Customer Onboarding Program - bookmark this page to always have it at hand! Questions? training@acumatica.com 

I have noticed that Acumatica’s implementation of Aurelia 1 relies heavily on the @autoinject decorator for doing dependency injection into the Modern UI code. My understanding from the Aurelia developers is that this @autoinject decorator will not be browser compliant as of tc39 (https://tc39.es/). Individual browsers will have different timelines for dropping pre-tc39 support, but the generic issue here is that at some point this code will no longer be browser-compliant and will not run in future versions of major browsers.It seems like before a ton of development effort is put into building new customizations and front end screens that rely on Aurelia 1, there should at least be some discussion of whether the future here is to move to Aurelia 2?

Hi Everyone!I am in the process of pulling apart the Related Items functionality and putting it back together to try to understand some issues that we are having with the Related Items popup on sales orders.The first issue is that not all tabs are displaying on the Add Related Items popup on classic UI, but they do show up on Modern UI. However, even then, the data does not populate correctly. This may be due to a volume of data issue, which we should be able to fix with a custom override to force a refresh of the query cache.As a note, we anticipate having hundreds of related items for many of our most-sold items. The backend management of this is more my strength and has largely been implemented, but it doesn’t exactly help us if the users cannot access the data conveniently.Stranger still, after unpublishing all customizations on my local development instance, the Related Items functionality on Sales Orders does not function at all (see screenshots, if they manage to upload). Even w

Hi - in MYOB Acumatica Pay Details screen, how do update second line ‘Payment Summary’ to untick the ‘Use default email address’ and tick the ‘Use Personal Email’ in import scenario?I’ve tried IIf statements without success, so I just updated ‘Payslip’ line in the meantime.How to untick Use default email address and tick Use Personal Email insteadMy import scenario 

Payment has been made so status of the invoice and memo should be closed. The ‘Pay’ button is still enabled. I want to complete the project but this is preventing me from doing so. The application tab on the invoice shows a payment line of closed status.