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Hi Everyone,I’m working on a customization where I need to add an action to the Sales Order line that behaves similar to the standard Add Related Item function. I already have a custom popup and a DAC that stores line-level kit component details. Now I want to extend this by adding the “Add Related Item” functionality inside my custom action.I’m looking for guidance on the correct approach: How can I call or reuse the existing “Add Related Item” logic from my custom action? Is there a way to trigger the same popup and selection logic that Acumatica uses in the standard action? If the standard behavior cannot be reused directly, what is the recommended pattern to rebuild this functionality for a custom grid action. Any examples or references of extending or overriding the Add Related Item action would be helpful. Screenshot to refer : This is my action in grid & I copy same field in action with same attribute but its not working.Thanks in advance for any suggestions or example

Meet Nick Cerri our Acumatica Community Featured Member for December 2025. It’s great to have you as part of the Acumatica Community ​@nickcerri32.I'm Nick.  I'm a Senior Solutions Consultant for C&A Technology since November 2024, where I have the pleasure of guiding customers through their implementation journey making sure that they get the most out of their system.  We're an up-and-coming player in the Acumatica space focused on getting our clients into the Acumatica ecosystem quickly and effectively.  I strive to give my clients the best bang for their proverbial buck. Before C&A, I was a part of SWK's Development team where I handled customization spec-writing and testing.  I got hooked on Acumatica back in early 2022 when, as an end user for a construction company, I was tapped as the SME for the implementation.   I was able to use my prior work experience in Engineering, Construction, Project Management,  and IT to get 150 users live in 6 months.   When I'm not solving

Hello Team,I’m seeking advise  on the correct approach to reverse or correct an AR retainage invoice that generated an unexpected/abnormal GST amount in the tax total.We are a construction company processing a partial holdback (retainage) for a project. The retainage invoice was created by releasing AR retainage and selecting only the applicable lines. However, upon release, the system calculated a GST amount that does not align with the retainage value or expected tax calculation.I would appreciate assistance with the following: Possible reasons Acumatica may calculate GST incorrectly on a partial retainage release The recommended method to reverse or adjust the invoice while ensuring GST is corrected properly Any insight or best-practice guidance would be appreciated.Thank you.

I have a custom smart panel with a grid inside it, and I need to focus the cursor on a specific field in the first row of this grid when the panel opens, as if I had clicked on that field. Does anyone know if this is possible to implement?To be more specific, let’s take the grid on the TASKS tab from the PM301000 screen as an example. Is it possible to make it so that when this tab is opened, the system automatically behaves as if the first row’s Rate Table column has been clicked, just like in the screenshot? 

We received a credit card refund from a vendor and I am unable to see it when I am reconciling the credit card statement.  I have entered the debit adjustment in AP.

 What can I do with a user that constantly is getting locked out? Besides clearing temporary files and cookies, what can be done to minimize this issue?

Hello Acumatica Community,We currently apply multiple discount codes to a single AR Invoice. These discounts are summed and posted as a single document discount, which is then mapped to one GL discount account.Is there a way to configure Acumatica so that different discount codes on the same AR Invoice can post to different GL accounts instead of being combined into a single discount posting?Any guidance or recommended approach would be appreciated. 

Hello,We refunded the customer, but in Acumatica the refund was voided by mistake (this was not voided on the credit card portal). The customer did receive the refund — the issue is only with the record inside Acumatica.What is the best way to correct this so the system reflects the actual refund?Thank you. 

AI was used to create this Post.In Acumatica ERP, Intercompany Transactions allow you to manage business operations between multiple companies (subsidiaries) within the same Acumatica instance. This feature is essential for organizations with multiple entities that need to transact with each other, such as transferring inventory, sharing expenses, or consolidating financial data.Here’s a detailed guide on how to set up and manage InterCompany Transactions in Acumatica ERP:1. Enable Multi-Company and Intercompany Features Enable Multi-Company Mode: Go to Configuration > Enable/Disable Features. Enable the Multi-Company feature. Enable Intercompany Transactions: In the same Enable/Disable Features screen, ensure that the Intercompany Transactions feature is enabled. 2. Configure Companies for Intercompany Transactions Create or Configure Companies: Go to Configuration > Organization Structure > Companies. Create or configure the companies involved in interc

Hi Community,I am gathering information regarding importing subcontract balances into Acumatica. I would like to get your input on this topic Do you use the Acumatica standard Subcontract import scenarios for importing subcontract balances? When importing subcontract balances, how do you update subcontract Billed Quantity and Amount? Is it through a customization? Do you import AP bills with unreleased retainage, change orders, compliance records linked to the subcontract? What are the difficulties you currently face in importing subcontracts information into Acumatica?Your responses will greatly help our engineering team in building the right solution. 

Could I get some details on how and who to contact for EDI development for our customer. They have specific Vendors that require EDI, and we need to set it up for them. Thank you in advance! - Johanna

Hello Everyone,I worked on a Shopify Connector Customization in 24R1 (Build 24.121.0004) to update sales order line custom field on order sync.The same customization I upgraded to 25R2 (Build 25.200.0248) But in this version it is not working and the sale order line custom field is not updating during order sync.Sharing the sample code below for review, can you please help with resolution.DAC:public sealed class KNSPAMISOLineExt : PXCacheExtension<SOLine>{    public static bool IsActive() { return true; }       #region TestQty    [PXDBDecimal()]    [PXUIField(DisplayName = "TestQty")]    public decimal? TestQty { get; set; }    public abstract class testQty : PX.Data.BQL.BqlDecimal.Field<testQty> { }    #endregion}ASPX:<RowTemplate> <px:PXNumberEdit ID="edTestQty" runat="server" DataField="TestQty" CommitChanges="true" ></px:PXNumberEdit></RowTemplate><Columns> <px:PXGridColumn DataField="TestQty" Width="70" CommitChanges="True" /></Co

Hello Everyone,I am working with Build 2025R2 Version 25.200.0248 Shopify Connector.I have customized Stock Item sync processor and overridden SaveBucketExport() method (copy pasted base code only) but during product sync, getting error as: Missing type map configuration or unsupported mapping.Mapping types:ProductDataGQL -> ProductSetInputPX.Commerce.Shopify.API.GraphQL.ProductDataGQL -> PX.Commerce.Shopify.API.GraphQL.ProductSetInput. Sharing sample code below, can you please review and suggest possible root cause and fix.public class TestStockItemSync : PXGraphExtension<SPStockItemProcessor>{    public static bool IsActive() { return true; }    #region Mapper    private IMapper mapper;    protected IMapper Mapper => mapper ?? (mapper = CreateMapper());    protected virtual bool UseAutoMapper => true;    private IMapper CreateMapper()    {        if (!UseAutoMapper)        {            throw new ApplicationException("The processor " + GetType().FullName + " must ove

Hi Everyone, We have a requirement involving a Form and Grid in the Mobile Application. Currently, adding a single line item requires about six steps (as listed below). If a user needs to add more than 20 lines, it results in a large number of clicks and becomes inefficient.Is there a way to streamline this process or reduce the number of clicks required to add multiple lines?Click on the Details Tab Click on the (+) button Click on the Inventory ID selector  Select the Inventory ID Click on the Update buttonWeb Screen: Mobile: Click on Details tab and click on + Select the Inventory ID Click on Update   Added Item to GRID     

Hi,I have completed the initial steps for migrating from the Classic UI to the Modern UI and am currently working on Modern UI enhancements. However, I am encountering an issue where the Site Map screen continues to load indefinitely, making it inaccessible and preventing any updates or navigation. The same issue appears to affect Customization Projects as well.I would appreciate any guidance or suggestions you could provide to help resolve this.Thank you in advance. Premalatha N

I am encountering an issue with a custom dialog (Ask / Simple Dialog) that works correctly in the Web UI but does not behave as expected in the Mobile App.Screen PO302020 – Receive and Put Away Issue DescriptionI have implemented a custom Action Button that opens a dialog (popup) to display Adjacent Locations.The dialog works correctly in the web application, but in the mobile app, the dialog opens and displays data, however the OK (Save) button does not work.  Actual Behavior (Mobile App) Dialog opens successfully Data is displayed in the list Clicking OK / Save does nothing   Mobile Screen Customization Code update screen PO302020 { update container "HeaderView" { update layout "FooterLayout" { update layout "Line2" { add recordActionLink "AdjLocations" } } add recordAction "AdjLocations" { displayName = "Adjacent Locations" behavior = Void redirect = true redirectToDialog = "AdjacentLocationsDlg" } } add dialog AdjacentLocation

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 Acumatica Community Webinar - Understanding Cost Projections and WIP in Acumatica: What Every Project Team Should Know - December 16, 2025 - RecordingCost projections and WIP reporting are two of the most powerful tools in Acumatica’s project accounting. In this session, we’ll walk through how to build accurate projections, how they flow into your WIP report, and where teams typically get stuck. You’ll also see how the new WIP Adjustments option helps clean up variances without manual journal entries.This webinar is ideal for project accountants, controllers, and project managers who want clearer, more consistent project financials, and a deeper understanding of Acumati

HelloI created a snapshot in full mode and successfully restored it in my local development environment. However, when I log in, I’m unable to view the complete data and other screen.Is there any permission I need to check while creating the snapshot? The below is my local instance.Acumatica Verison:25.100.0054 

Hi,I am Itsik, recently introduced to Acumatica through a customer of mine.I have many, many years of experience in the software and technology industry.I am on my way to becoming your go-to person for anything Acumatica, in particular, customisation and feature extensions.I am married with three grown-up sons and a pet dog.Happy to be part of this community.

I noticed I am not getting notified when there are new topics/posts to the communities I am subscribed to, even though I have that option selected in my settings. I get notified for replies, but not new posts. I unsubscribed and resubscribed hoping that would fix it but no luck. Is there a tip I am missing?  

I created a new DAC and a new related graph.I tried adding a screen for that DAC/Graph.I went to Screens->Create Screen. A create screen form was presented.I provided the requested details, including the graph name.When I click on Create, the graph name field is cleared and is marked as an error that reads, "The graph already exists."I assume that this is a noobie’s error, so I would appreciate the guidance of the colleagues in this group.

I’m trying to setup new bank feeds for WF commercial accounts but cannot find the right institution in Plaid or MX. An article from last year mentioned using the MX Bank Feed Type… but Wells Fargo CEO is not an option. Not sure if something changed on the MX side of things or I need to search for it a different way, I tried just about all I could think of. Using the Wells Fargo institution with my credentials does not work since the sign in page is different for commercial accounts.  

We’re experiencing an intermittent printing issue when printing documents (invoices / reports) from Acumatica.After a paper jam or printer reconnect, Acumatica sends the job to the printer, but nothing actually prints.Windows shows the job briefly and then clears it without errors.What we’ve checked so far: Printer works fine outside Acumatica (Word, PDF, browser) Driver reinstalled and printer restarted Windows test print confirms the printer itself is responding correctly (a simple printer self-test helps confirm this) This seems more like a driver or Windows spooler state issue that Acumatica doesn’t recover from automatically after a hardware interruption.Has anyone seen Acumatica require a printer rebind, report refresh, or service restart after a printer error like this?Any best practices for avoiding print failures after jams or power cycles?

I created a business scenario for the month end close.  Essentially a checklist of everything that needs to be done before financials can be run.  On the Scenario the assigned to column shows the PKID# and not the employee name.  You see the name if you were to go into the task.  Is there an easy way to show the name instead of the number.   I am assuming there is no easy way other than to create a customization project for it. I took a quick look and the scenario ( WZTask) is a child of the ContactID table so I assume I would have to link that table to WZtask and use the Membername field from the ContactID table.   It seems weird that it wouldn’t default to the name.  

We have a customization to a screen that needs to be upgraded to modern UI.  The only thing that is different in the customization vs. the default screen is the graphType.  This particular customization required us to create a completely new graph vs. a graph extension but no changes to screen layout.How would I create a Typescript extension that only changes the graphType value?  I actually got this to work by just changing the default GL504500.ts file and compiling but that doesn’t feel like the right way to do this as it could get overwritten by future Acumatica updates.// #####################################################// C:\inetpub\wwwroot\AcumaticaCCS\FrontendSources\screen\src\screens\GL\GL504500\GL504500.ts// #####################################################import { PXScreen, createSingle, createCollection, graphInfo, PXPageLoadBehavior, PXView, PXFieldState, PXFieldOptions, linkCommand, columnConfig, PXActionState, gridConfig, GridPreset} from "client-controls";@graph