Discussion Forums

We are working with an opportunity that frequently sells/invoices items before the landed costs are known and recorded. The costs flow to the ledger fine, but they are wanting the margin reporting on the sales to reflect the additional costs that should be attributed to the items sold.

We apply Estimated Landed Cost at item receipt (fast-moving goods) and enter the actual AP Bill later. When the amounts differ, our ERP creates a 2-line adjustment transaction for the variance. We want to prevent these extra adjustment lines. Are there alternative workflows or best practices for this?

With the Modern UI the User Defined Fields tab is gone (nice enhancement), but is there a way to find out which screens have UDF’s prior to 25R2 and after so we can make sure that catch all of them on an upgrade?

When applying a screen configuration in the Modern UI, it asks if the Personal Configurations should be preserved or overwritten. But how we know which users have Personal Configurations?

Does anyone have ideas about what might be causing this?When I publish my customizations that I’m working on, in my local instance, the process doesn’t complete. There are no errors whatsoever. It just gets part of the way through the publish process and stops with seemingly no rhyme or reason. Then I have to unpublish all customizations and publish them one by one for it to work. This has been happening for some time now, and getting more frequent.Thankfully the issue is not present in the production instance, but it’s still annoying and concerning.I have a very fast machine and even if I leave it overnight it doesn’t complete, so it’s not just a slow publish.

Hi everyone,I’d love to hear from the Acumatica developer community.Acumatica is evolving quickly with Modern UI, AI, APIs, automation, and cloud technologies. For developers who want to grow their careers, I’m curious:👉 What skills do you think an Acumatica Developer should focus on learning in 2026?Some areas I’m considering:🔹 Acumatica Modern UI 🔹 AI / AI Studio 🔹 C# & .NET 🔹 REST / SOAP APIs 🔹 Generic Inquiries 🔹 Acumatica customization 🔹 Performance optimization 🔹 Integrations with external applications 🔹 Azure & cloud technologies 🔹 Automation and workflowsFor experienced Acumatica developers:What skill has helped you the most in your career?For developers who are currently learning Acumatica:What are you focusing on right now?Would love to hear your experiences, recommendations, and learning resources.Let’s help each other grow as Acumatica developers! 🙌

Hi,We’re using MYOB Acuamtica in ANZ region we’re always behind one upgrade schedule to standard Acumatics, hence our demo site is 2026.1 whcih most current version & as below I’m unable switch the Staff Calendar Board (SM200520) to Mordern UI. Any idea in which version this form will be supprted to switch Mordern UI? Thanks! 

Hi,Has anyone else came up with a solution to a fixed invoice paragraph line but needs to have rich text to pull in the data in the paragraph section?  As currently I can only see it being a text box.If anyone has an idea I would love to hear about it?Issue is invoice paragraph needs to have dates changed every month so I can do schedule billing.  No I can’t change the wording to point to the date of invoice.thank you Matthew

Why won’t Acumatica 2025 R2 allow partial or multiple payments to be applied to a Vendor PO Payment Request? With very large requests, we need to be able to break it down into payments as the project progresses. For Acumatica to expect that all prepayment requests will be paid in one payment in full is unreasonable. Can this please be addressed and modified?There isn’t even an option on the Financial tab of the entry screen to indicate that it will be done in multiple payments. Is there a better way to handle something like this? 

Hi everyone,Has anyone experienced an issue where the live shipping rates for a UPS account are not pulling through correctly in Acumatica?If so, have you found any solutions or troubleshooting steps that resolved the issue?Any suggestions would be greatly appreciated.Thank you! 

Hi everyone,Has anyone else encountered a timeout error when attaching files to customer contracts?We noticed that the issue only occurs when there is already one or more files attached to the contract. When there are no existing attachments, the file upload works as expected.We have also tried using different browsers, including Chrome and Safari, but the issue persists.Has anyone experienced the same issue or found a workaround?Thank you!

Hello!  I need to add a custom button to the Address on the Leads screen.  The address section is a common screen This is my goal (shown in classic UI) Even if I could extend/modify the “common” files, I don’t want to add this button to every place that this address is used.  The other issue is that the Address section is part of tabGeneral which includes the Contact section.<qp-tabbar id="LeadCurrent_tab" class="label-size-m" wg-container="">    <qp-tab id="tabGeneral" caption="General" ref="tabGeneral_Content"></qp-tab>I am lost as to how I can accomplish this.Would I have to completely replace the tabGeneral with a custom tab and put all the fields and related business logic?  Thanks in advance for any tips.

I wanted to take a minute to share this with the community. If you have the following feature enabled on Microsoft Edge, it breaks the ability for Acumatica to export to excel ( the little excel buttons on every grid in the system ) if you are using Modern UI. Disable it and you can export to excel again.  

After upgrading to 24R1, it seems that the Total Cost field was removed in 24R1.  What was the reason?  Is this an oversight or is there some other way to get this information? 

Hi there, Im also met this strange behaviour, and im confused why this happends. Part 1. Story + Default UI This issue caused by FSAppoinmentDet.LineRef. For some reason, in default UI while i inserting rows in Details whithout saving everything is good.  Case 2. If i insert 1 line. Save Doc. Trying to insert next line(without page refresh.). As you see here, line ref duplicated and it`s obvious that i will recieve this error here.If i repeat this case, but with page refresh(ctr + r). Ref nbr on row init defaults as expected. I got this behaviour if i publish 2 cusomization. This customizations don`t interferring with events of insert or defaultings. in both i have only row selected( Events.RowSelected<FSAppointment> e ).In case if 1 of those was published everything ok. You can assume, that i partially find source of issue. Part 2. MUIIf i repeat any of cases from previous part, everything will work as expected. without any errors.I understand thats it`s two different Web applic

When enter purchase receipt unit cost of inventory change difference from purchase order. I don’t why it has happed. Here it is 

According to the documentation Purchase Receipts , when we create a Receipt, the system recalculates the Unit Cost instead of using the exact Unit Cost entered in the PO, right?Why does the system recalculate the Receipt Unit Cost from the PO instead of using the exact Unit Cost we enter on the PO? Is there any way to change this configuration so that the system keeps the exact Unit Cost entered in the Purchase Order instead of recalculating it? 

I'm running into an issue with an Import Scenario built for the Vendors screen, specifically for updating T4A related fields (CRA Reporting Type, T4A Box, CRA Vendor Type, CRA Payroll Account Number/SIN) on existing vendors. Here's the setup:Data Provider: Excel ProviderImport Scenario mapped to the Vendors screen On the Vendors screen itself, the conditional requirement works exactly as expected. Individual vendors ask for a SIN, Corporation and Partnership vendors ask for a CRA Payroll Account Number. No errors when entering manually. But when I run these through the Import Scenario, I get two consistent problems:Individual vendor type always fail with "CRA Payroll Account Number cannot be empty," even though SIN is the field that should actually be required for that vendor type. It behaves as if the import is checking CRA Payroll Account Number regardless of CRA Vendor Type. Partnership vendor type import without any error at all, but when I open the vendor record afterward, CRA Ven

Has anyone else experienced incorrect time zones being logged in the timecard from Appointment Logs? We are seeing incorrect time zones even for the same customer on the same day. I have reported this and the suggested solution is to manually change our settings on our mobile devices. Development team does not think this is an issue and is not moving forward to fix. If it is happening to others we need to get it reported.

I have successfully added a Purchase Return record by running this BE as Trigger by Action. When I change it to Trigger by Record Change/Record Inserted, and add a new record to the GI, it does not run. I am using a Shared Filter of Return Approved in the BE; could that by why?GI and BE are attached.

Hi Team,In the Sales Order (SO301000) – Add Items / Inventory Lookup popup, the Inventory field is automatically populated based on the Inventory selected on the current Sales Order line using the FieldSelecting event.This implementation works as expected in the Classic UI. However, in the Modern UI, the same FieldSelecting logic only populates the Inventory value in the field but does not apply the filter to the grid.Expected Result:When the Add Items popup opens, the Inventory field should be populated with the Inventory from the current Sales Order line, and the ItemInfo grid should immediately be filtered accordingly, without requiring the user to manually enter or reselect the Inventory value.

Hi community,We are using Acumatica Manufacturing Edition and facing an issue on the Labor / AM301000 screen.We want to prevent shop floor operators (e.g., Laser Cut operators) from reporting labor on operations assigned to other Work Centers (e.g., Press or Packaging).Currently, when an operator enters a Production Order, the lookup selector shows all operations for that order (e.g., 0010 Laser, 0020 Press, 0030 Packing). Operators occasionally select the wrong operation by mistake, leading to incorrect labor reporting.We tried: Setting up shared filters/tabs on the Dispatch Center, but the lookup in AM301000 still shows all operations. Checking Restriction Groups, but Work Centers (AM) do not seem to be available as a restriction entity in standard CS102000. Is there a standard, no-code way (via Business Events, Generic Inquiries, or configuration settings) to restrict or filter the Operation ID lookup in AM301000 based on the logged-in user or their assigned Work Center?Thanks in

Hello,I have added the Mass Action Release to the GI Reconciliation Statements, but when attempting to release, the following error occurs. Unable to cast object of type 'PX.Objects.CA.CARecon' to type 'PX.Data.PXResult`1[PX.Objects.CA.CARecon]'. at PX.Data.PXFirstChanceExceptionLogger.ProfilerFirstChanceException(Object o, FirstChanceExceptionEventArgs args) at PX.Objects.CA.CAReconEntry.release(PXAdapter adapter) at PX.Data.PXAction`1.RunHandler(PXAdapter adapter) at PX.Data.PXAction`1.<Press>d__39.MoveNext() at PX.Data.PXAction`1.<Press>d__39.MoveNext() at PX.Data.Maintenance.GI.GIFilteredProcessing.<>c__DisplayClass36_1.<PerformAction>b__2(GenericResult rec, Int32 index) at PX.Data.Maintenance.GI.GIFilteredProcessing.<>c__DisplayClass35_0.<HandleProcessingExceptionsFor>b__0(GenericResult gr, Int32 i) at PX.Data.Maintenance.GI.GIFilteredProcessing.HandleProcessingExceptionsFor(GenericResult item, Int32 itemIndex, Func`3 action) at PX.Data.Maintena

Hi, can I please get your input on this scenario? A customer has 2 AR invoices in Acumatica and a payment is created separately using 2 different cash accounts. However, the customer transferred the whole lump sum payment to one bank account. This now appears in Bank Feeds for one cash account only and cannot be processed because the amount isn’t matched. I can’t clear and reconcile this, what is the best approach to fix? Thanks  

When is Finance, under Budgets I am trying to set up drivers.  I could not find any help/utilization documents on how the drivers work and how they can be set up.Can anyone point me towards any information on how to use drivers?