Unanswered questions

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 

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 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.

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?

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.

 Error: Unhandled exception has occurred, your changes have been rolled back: Error: An error occurred during processing of the field Cash-In-Transit Subaccount: Error: An error occurred during processing of the field Subaccount: Error: Branch, Product Group of Subaccount do not exist in the system.We don’t use subaccounts so I’m a little confused.The reason I am trying to change these preferences is because none of our credit card settlement transactions are matching even though I can find them via the Processing Center ID every time so I’m wondering if the document date is holding too much weight. We are also still using Authorize which I know is no longer supported so...maybe that’s the issue?

Hi, I'm having trouble in the report designer, maybe someone can help me ? I have created an SQL view in the database and tried to display it in the report, but only 1 data appears in the report, even though when I query select in the database there is a lot of data that appears.  

We have 2 phantom subassemblies after the same operation that are created by the configurator. We are trying to control the order that the added operations are in, but can’t figure out how the system is ordering them. We tried reversing the sort order of the features, reversing the actual feature line numbers, changing the alphabetic order of the feature labels, even reversing the alphabetic order of the work centers. Does anyone know how the system determines the order of these added phantom subassemblies?

Our customer is trying to sync orders with Shopify connected to TicTok.  The orders from TicTok are fulfilled by TicTok (similar to Amazon FBA process).  With only one Acumatica Shopify connector, the orders are coming in as standard sales orders not SO IN orders to be able to process the standard Shopify orders.My plan is to setup a business event based on a GI that detects any new FBT (fulfilled by TicTok) orders and run an import to run the Quick Process action.  I need some help getting the Import Scenario configured.  I have tried several variations on the mappings but have not had any success.  The default settings when the Quick Process action is initiated are satisfactory instead of setting the date and warehouse. The current error message is ‘The Save button is not enabled’.  Thank you in advance for your time and support,John

Hi All,I came across a situation where I see Acumatica changed quantities based on applying a filter to a column within the Transaction History. When I apply a filter on "Tran. Type" to only show adjustment, it changes the ending quantity amount. It seems to remove the 10/2/2025 issue transaction from the math. I am not sure why it changes the math. It should only change which types of transactions are viewed correct?  Does anyone have any ideas what is going on here? Thanks

Hi,I am trying to create a Business Event which send Email and trigger via Automation Schedule. Issue:-Automation Schedule is running But Business Event is not triggeringBelow are the details for the Business Event  

Good day,I have business event that updates the SO Line as Mark for PO.  It works fine.  However, we have come across an issue with it updating the SO Line when the Order has the same inventory ID.  The Business Event update only one line correct and leaves the rest.  The trigger conditions are below.Has anyone run into this situation?  My thoughts are it is due to with Raise Event selection. Thank you.  

I received a payment from a Vendor that is a refund for a previous invoice paid.  How do I process this transaction to show that this vendor paid me back?  The refund exceeds any of my invoices and all invoices have already been paid.  So there is no open invoice to apply a credit to.  Need some help.

Hi everyone,We have a custom portal integrated with Acumatica, where customers can place orders and select Credit Card as their preferred payment method. These sales orders are then created in Acumatica via API.We’re trying to understand the best way to ensure consistent behavior on the Sales Order:If Payment Method = Credit Card, we want the system to automatically apply Payment Terms = “Credit Card” (which has 100% prepayment required) This should result in the order going to Awaiting Payment and triggering pre-authorizationBefore going the customization route, we wanted to ask:Is there a standard way in Acumatica to default or override Payment Terms based on Payment Method? Has anyone implemented similar logic using Automation Steps, Business Events, or configuration? Are there any recommended best practices for handling CC-based web orders coming from external portals?If this cannot be handled natively, we are considering passing Terms explicitly via API, but would prefer a standar

Is there a way to display formatted markdown text in Acumatica?  I can get html or markdown results from the API that I’m calling, but don’t know how to display the results to the user.  

Is there a way to find the quantity of a stock item issued to a production order? As it stands, once the raw material is issued to the job it no longer exists in inventory, however we always over-issue material and need to account for the over-issue when ordering more raw material.  We may have 15-20 production orders with material issued at the same time so going one by one would be inefficient.  I would assume there is some sort of WIP location that stores this data but I cant find it.  

Dear Acumatica Support Team,I would like to seek your guidance on handling a purchasing scenario involving multiple suppliers during bidding process.In our case, we need to purchase several items from different suppliers because some items are more cost-effective with one supplier, while others are cheaper with another. For example, we may need to purchase three items from Supplier A and another three items from Supplier B within the same purchasing process.In some cases, we already receive market prices from vendors and clearly know the pricing in advance. For these situations, we do not require a bidding process. However, for certain items, we may still need to compare prices across multiple suppliers before making a purchasing decision.Could you please advise on the recommended way to manage this scenario using the requisition or purchasing features in Acumatica? Additionally, if there is any supporting documentation or step-by-step guideline that explains how to handle requisitions

Does someone know if Acumatica is planning something to handle the catch-up contributions for 2026? Standard contributions will be pre-tax, and catch-up will be taxable. Thanks,  Andres  The 401(k) employee contribution limit for 2026 is $24,500, with catch-up contributions of $8,000 for ages 50–59 and $11,250 for ages 60–63.Standard Contribution LimitsFor 2026, the maximum employee deferral to a 401(k), 403(b), or 457(b) plan is $24,500, up from $23,500 in 2025 (IRS Notice 2025-67). This limit applies to the combined total of traditional pre-tax and Roth 401(k) contributions.  IRS+2Catch-Up ContributionsAges 50–59: Eligible to contribute an additional $8,000, bringing the total possible contribution to $32,500.    3 Ages 60–63: Under the SECURE 2.0 “super catch-up” provision, participants can contribute an additional $11,250, for a total of $35,750 if their plan allows.    3 Starting in 2026, catch-up contributions for employees aged 50+ who earned more than $150,000 in FICA wages in