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We have a weekly report of order cancellations/adjustments which we send out to customers. I have been able to set up a Generic Inquiry to identify the Customers who need notifying with a scheduled Business Event to send an Email Notification with a report attached to those customers. However, we have a customer that would like that report sent to multiple email addresses each week. I have set up the email template as a Mailing in the Account Receivable Preferences, added it to their Customer Class, and added the additional Recipients on the Mailing & Printing tab of that Customer record. Yet, when I generate the email via the business event, those additional recipients are not added to the email. Am I missing something in the setup, or is this functionality just not compatible with a custom GI/report like this? Is there a different way the Email Template has to be set up so it can have those additional recipients added, like a special placeholder or something? Testing Event Setup

Hi all,I know there is an existing discussion regarding adding @FinPeriodID as the default value for Period schema fields in Generic Inquiries:Add @FinPeriodID as Default Value for Period schema fields in Generic Inquiry | Community   However, I haven't been able to find the workaround that others have used. Would anyone be able to share some insight?My goal is to have the Generic Inquiry default to the current financial period, as it currently loads all periods by default, resulting in performance issues and, in some cases, errors. Thanks for your time.   

We want to use the shipping label that has an extra removable tab at the top.  Fedex wants to see"label_size": "4X6.75_TRAILING_DOC_TAB"We are using the Easypost API and it doesn’t support this size, the closest is regular 4x6.  Easypost supports it but the API doesn’t.  Has anyone managed to use this label size with any of the carrier integrations?

I use acumatica from 2016 and use 2016 version with .net 4.8. and i migration into acumatica version 2024 and still use .net 4.8, why u dont upgrade your engine ? fix ui and ux only.

I am looking for a solution to find a way to edit my generic inquiry to highlight the names or descriptions in Appointments screen.I have configured my GI; the last thing I am trying to do is to find a way to see the duplicate names in Yellow.The result is  Could you please advise me on a way to highlight duplicate names in yellow?I tried using formulas in the Style and Grouping Tab sections, but I couldn't find a way to highlight duplicate values.

I am trying to customize the Item Class selector in the Appointment screen (FS300200) → Details tab → Add Items popup. My requirement is to filter the list of Item Classes based on custom business logic. Initially, I tried to achieve this using a CacheAttached event by creating an extension for AppointmentEntry and modifying the FSSiteStatusFilter.ItemClass selector attribute. However, my customization is not taking effect.While debugging, I noticed that the FSSiteStatusFilter cache is available under the AppointmentEntry graph instance. However, when I open the AppointmentEntry graph code in Visual Studio, I cannot find the related view or filter implementation there.Based on this, I assume that this functionality is coming from a separate AppointmentEntry graph extension.I started investigating the implementation: The Add Items button triggers the showItem callback command. I found this command in the Field Service library under: AddItemLookupBaseExt<TGraph, TDocument, TItemInfo

Good afternoon,Our company currently has it set up for all sales orders entered to go on an initial “On hold” status...but once thats removed, it moves over to “awaiting payment” status for payment collection.Is it necessary to have both of these set up or does it seem redundant?We have the parameters already set up for credit holds and everything as well...so orders wouldnt move past “awaiting payment” unless manually altered.

If we have a cash customer come in, and their credit card payment declines, the system acts as though it was an approved payment & allows us to fully process the customer’s order instead of leaving the order in Awaiting Payment status until a legitimate payment is received.  What setting is allowing this?

I'm looking for a way to manage a tenant's configuration as code — declarative files in a git repo I can review in a pull request, version, and re-apply to rebuild a tenant reproducibly.By "configuration" I mean setup data, not customization code: enabled features, company/branch structure, chart of accounts, ledgers, GL preferences, currencies, credit terms, financial calendars, and the like.The workflow I want is basically infrastructure-as-code — capture a tenant's setup into source files, edit them in git, apply to another tenant, then diff to catch drift.Customization Projects cover code but not this setup data. Snapshots are reproducible but are whole-database blobs — not human-readable or diffable in a PR. The REST API can push data, but it's a building block, not a desired-state workflow.Is there an existing tool or established pattern for this — a community tool, an ISV product, or something people have built in-house? Curious how others handle it.Thanks!

Weekly 941 reporting (Schedule B) isn’t tying to the weekly Payroll Summary - what would be causing this?  It appears to be related to “pennies”, but the associated outage is resulting in several of hundreds of dollars.

Hi everyone,I’m currently trying to import some old, closed cases from our previous CRM for historical data, but I’m running into an issue with matching contacts in the import. I’m testing with a few records where I’ve verified the contact exists in the business account and is active, and I can manually create a case using the same data from my import scenario and in the same order as it’s listed in the scenario and it will properly match and save the contact in that case.Here’s a screen shot of the import scenario:Maybe there’s something obvious I’m doing wrong with this import scenario? I have tried moving fields order around a bit without any change. If there’s any other info that would help, please let me know.Thank you!

Is there a way we can sync the actual HTML code to the shopify product description?  

I did my homework and found this article which explains how to retrieve an attribute from a KV table.I am trying to get an attribute from POReceiptItemLotSerialAttributesHeaderKvExt.  The main table is obviously POReceiptItemLotSerialAttributesHeader.When I try to get the attribute the object is null.In my code, I get the POReceiptItemLotSerialAttributesHeader record.  Then, I try to pull the Attribute using that record for the attribute “AttributeSEEDCALC”.Here is the code in my extension.   public class POReceiptEntry_Extension : PXGraphExtension<PX.Objects.PO.POReceiptEntry> { #region Event Handlers protected void _(Events.RowUpdated<INItemLotSerialAttribute> e) { var row = (INItemLotSerialAttribute)e.Row; if (row == null) return; string measurement = null; double seedsPerLB = 0; double seedsPerGR = 0; double dweight = 0; double dseedsPer = 0; POReceipt pOReceipt = Base.Document.Current; if (pOReceipt == null) return; POReceiptItemLotSerialAttribut

Is there a way to give certain users access to file management while restricting what modules they can see on the Search in Files screen?We attach documentation and manuals to orders, and if a document applies to multiple orders it ends up being uploaded multiple times. We would like users to link to the file instead, which would conserve space, make updates easier, and give us better visibility into what the document is attached to through the entities tab.

The only way I can get the changes to the MUI screen is to modify the files in the development section in VS, then update the MUI files in the project editor and publish the project.I thought I could update the MUI screen by executing this statement in Terminal, but it doesn’t make the changes:If this worked, it would save me hours in testing.  Publishing the entire project takes forever compared to running the command line to build the screen.Also, my popup wasn’t showing the fields.  I published, restarted the app, reset caches, MANY times.  I kept changing the TS and HTML, but the fields were not showing.  Suddenly, they are showing.  I literally spent 5 hours trying things, republishing resetting everything and it didn’t show the fields.  Is there some steps I am not taking after publishing the project to get the MUI code to display properly?  I’ve been losing my mind over this.    

I’m trying to create a table that can tell users when a part was last cycle counted. I’ve attached the table that I have so far. The quantity is correct, however, some parts are not attaching correctly to their serial numbers, thereby resulting in no data being found for them. Any way to get this table to produce the correct results?

What method does everyone use for prepayments on SOs when customer requires a prepayment invoice? Sometimes we will have customers who do not accept SOs with prepayment options. They will not pay on that. Our current fix is to utilize a user-defined field that generates a document which says prepayment invoice but still has the SO number on there. When payment comes through, I apply to the SO so that it will deduct from the balance once we invoice. One issue that arises is that the SO will still show as unbilled given that no invoice is actually generated. Just curious if there is built in functionality that we are not using which handles this situation better. 

We have a production report that has a default date established in its parameters (@YearStart, @WeekEnd-1, etc.)  After the upgrade to 25R2 and Modern UI, these parameters no longer return results. Some AI searching mentions that the way relative parameters are evaluated has changed with Modern UI, and using relative parameters like @YearStart returns a NULL.Wondering if anyone has figured out the work around for this in Modern 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 Arpine Arzumanyan - Acumatica Community Featured Member for July 2026Meet Arpine Arzumanyan our Acumatica Community Featured Member for July 2026. It’s great to have you as part of the Acumatica Community ​@arpine08! Introducing Beacon: Your New Knowledge DestinationOne place for everything, Personalized for you, AI-powered, More personalization comingVisit Beacon today: https://beacon.acumatica.com Acumatica User GroupsNew! Special Interest Groups:  Food Distribution Customer User Group, Nonprofit Customer User Group, Industry Groups: Construction Customer User Group, Distribution Customer User Group Request to join today!All Acumatica User Groups How to Answer Questio

Hi everyone,I’m looking for guidance from the community on a matrix item performance issue we’re encountering.BackgroundWe have a client that relies heavily on matrix items, with a single attribute (Color) that currently has 6000+ values and continues to grow. This is due to vendors introducing many unique color variations over time.ProblemWe are seeing significant performance issues when working with template items:Template screen takes a long time to load System performance degrades noticeably In some cases, the screen becomes nearly unusableIt appears the system is attempting to process a very large number of attribute values when loading the template.ConstraintBreaking the attribute into multiple attributes is not an option for this client because:It would disrupt their current product structure It would negatively impact SEO and eCommerce product organizationQuestionsHas anyone dealt with very large attribute value sets (thousands) in Acumatica? Are there any best practices for ma

For past couple of days, Acumatica portal keep on logs me out frequently. Do anyone facing the same issue? 

Hey there! I notice that when I edit a generic inquiry that is a data source for another GI, depending on the number of edits/saves I need to do sometimes the final GI starts to malfunction. Are there “best practices” for when editing a generic inquiry that is a data source for another generic inquiry? 

I tried using @columnConfig({ textAlign: TextAlign.Left }) in ts for my field, but it does not change its position.

I had a customization project error in our sandbox.Ever since the error occurred, I can’t publish or unpublish anything without getting another error prompt during compilation.[2026-07-09 11:16:04.284] Removing previous Modern UI files[2026-07-09 11:16:14.321] Error while deleting screen info folderHow would I go about fixing this?Acumatica 2025 R2, Build 25.201.0213

I’ve tried it all guys. Deleting browsing data including cookies, restarting my computer, making sure google chrome is up to date BUT when I press the parent activity of this task: I get a blank/new sales order I used to be able to go to the sales order page and go to the sales order from there but I’m still getting a blank new sales order This is happening in payments and applications as well.