Discussion Forums

I’m looking for a way to easily show which user picked and packed a shipment--ideally without enabling Audit History for non-administrator user roles.We’d like to track both who picked and packed each shipment. Is there a way to expose that information through a GI or report, perhaps by referencing system fields or tables that store user IDs tied to those actions?If anyone has done this (or knows which tables or fields contain that data), I’d really appreciate any pointers.

I’m trying to create a GI that will show all five lines of a Sales Order using joins based on line numbers. However, Line Numbers (or Sort Order) don’t follow a sequential order, so I can’t filter based on 1,2,3,ect. I tried the following join, but this only results in the first value working correctly, and the rest being the same part repeated over and over again (and its not even the second part in the list.) Is there some way to fix these joins so that they work correctly? (See attached GI)  

The existence of the total aggregate column in setting up a GI implies the existence of standard methods for creating a footer in a PXGrid.   This is further supported by the existence of markup for the Footer of a PXGridColumn, such as the following being valid markup:                <Layout FooterVisible="True" />                    <px:PXGridColumn DataField="SalesAmount" Width="95">                        <Footer SummaryType="Sum"></Footer>                    </px:PXGridColumn>However, I can’t find any reliable documentation of how to leverage the GI technique in a custom page, and other questions/answers relating to this topic don’t on close inspection actually answer the topic.  For example, one of the threads suggests a solution of instead of modifying the footer to add a dummy row for the subtotal to the end of the result set - a solution that isn’t applicable to the large result sets I’m dealing with.

I’m trying to create an import scenario to amend customer default payment method. I’ve tried using the billing tab and amending there as well as on the payment methods tab but neither working. Can anyone assist please?The payment method does already exist. 

I prepared statements for the date of 10/31/2025 and successfully sent those statements, however Acumatica is still showing the “Last Statement Date” of 4/30/2025. Why is this date not showing as 10/31/2025 since that was in fact the most recent date statements were generated?

Starting January 1, 2026, Shopify will prevent the creation of legacy custom apps. Instead the dev dashboard will have to be used.The credentials and authentication process appears to be different for new apps developed using the Shopify dev dashboard.Do we foresee any breaking changes for the Shopify connector after January 2026 if new legacy custom apps cannot be created?Are there any documents relating to setting up the Shopify connector with newer apps developed through the Shopify dev dashboard? Specifically interested in whether the new “clientId” and “secret” associated with newer Shopify apps relate directly to the “API Access Token” and “API Secret Key” that were used in legacy custom apps? ie should those newer credentials just work in place of the older credentials? They don’t appear to.

Hello,Looking to initiate approval maps for AP and PO’s under certain conditions.Documentation indicates that a notification will be sent, but I don’t see how I link the notification template to the approval rule?   Do I set up a notification template like this then Acumatica sends an email every time any document is created that needs approval? 

I am trying to install Acumatica 2025 R2 (also tried R1) on to a fresh Windows 2022 server in AWS with a MySQL 8.0.43 RDS instance for the DB. When I deploy a new instance the installer starts then the dialog just disappears. I have verified MySQL is accessible to the EC2 instance. I get the following events logged when I try any insight would be helpful: Application: AcumaticaConfig.exeFramework Version: v4.0.30319Description: The process was terminated due to an unhandled exception.Exception Info: MySqlConnector.MySqlException   at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()   at MySqlConnector.Core.ResultSet+<ReadResultSetHeaderAsync>d__2.MoveNext()   at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()   at MySqlConnector.MySqlDataReader.ActivateResultSet(System.Threading.CancellationToken)   at MySqlConnector.MySqlDataReader+<CreateAsync>d__97.MoveNext()   at System.R

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, linkCo

Is there (will there be) a customization package for Docusign/E-Sign functionality for Acumatica 25R1? The last available package is from a few months ago and errors out if you attempt to publish it to a 25R1 temporary sandbox. Thanks in advance if someone can direct me further on this. We have several clients using the functionality that want to migrate.

Our sales department is required to visit all their customers every quarter to check on how they are doing and see if they need anything. The salesperson creates a trip report on who he or she visited, what topics were discussed, any quotes or orders, and if there are any other changes for the customer.We currently don’t use Acumatica for any of this process but would like to implement so there is internal tracking on when a visit is due, the details of the trip, and quotes or other opportunities the on-site visit might have achieved. We need show up as a required event for all customers and to reoccur every quarter. This is not a contract, just something we want our salespeople to practice as a routine.Is there a way already designed to set up a recurring task and to track when these are due/overdue throughout the year, every year?I’ve been trying to read up on activities, tasks, leads, and opportunities, but I didn’t notice anywhere that I could select that th

Hello! We currently have the “centralized period management” option enabled in our environment, however would prefer to have the option to close individually at different times of the month instead. Our problem with this is we have 55 Companies and it would be very time consuming, especially since they will all be closed by the same person. Is there a way to create an import scenario for this instead?

Hello everyone,does anyone know how I can move the position directly to the second page instead of splitting it across two pages?The "keep together" option is set to true,and both "can split" and "can shrink" are set to false, but it still splits.  Does anyone have any idea?Best regardspantea

I’m trying to add existing contacts to customers, my initial scenario created the contacts but didn’t assign them in the customer screen. I’m getting an error that lastname is required so it looks like the scenario is trying to create a new contact rather than add an existing one. Any advise please? 

I want to get the payments details of a specific customer reagarding the payments he did for this year from Jan 2025 to Current and the invoice details that were set off thorugh those payments.It can be a report or anything.Thank you

I recently had the need to style a textbox in Modern UI based on the value of another field.Acumatica provides an example for styling grid rows here, but the GetRowCss / GetCellCss events do not seem to work for regular form fields. Not knowing TypeScript / JavaScript better, I spent some time trying different ways of doing this, but ended up with this fairly basic HTML block in a screen extension:<template> <style> [data-rating="green"] input { background-color: #155724 !important; } [data-rating="yellow"] input { background-color: #856404 !important; } [data-rating="red"] input { background-color: #721c24 !i

We are experiencing a tax rounding issue with Service Orders. Does anyone have a workaround for this? I know on the Sales Orders you can Enable the Tax Calc setting but what is everyone doing for service orders? Thank you in advance. 

We would like to be able to add parts to a service order in the app via the bar code scanner.

After upgrading to Acumatica 2025R2, some of my users started experiencing random slowdowns. Each week, one or two users report performance issues, but when I check the PCs and the server, neither is running at full capacity. I’m not sure what’s causing it

Hi, we currently email invoices directly from MYOB, however, the template we were provided with isn’t great.Is there any way we can get into the “AR Invoice template” to amend it to suit our needs? Also, the body of the email isn’t great either, is there any way we can amend the “AR email template”.Thanks in advance. 

We currently import 2-3k orders per day from Shopify.  They import at a rate of about 360/hour or 10 seconds per order.  This usually keeps up, but with order updates and sales we can fall behind.  What rates are you seeing on your system?  Ideas are welcome, but trying to start with what are realistic expectations and what is possible.   

Hello everyone,I’m trying to add a custom action to the Generic Inquiry (GI) Mass Actions menu, but I haven’t been able to make it work.The custom action is defined in a graph extension as follows:namespace PX.Objects.PM { public class ProjectEntry_Extension: PXGraphExtension < ProjectEntry > { public override void Initialize() { base.Initialize(); cusMassAction.IsMass = true; } #region Actions // Mass Action public PXAction < PMProject > cusMassAction; [PXProcessButton(CommitChanges = true, Category = "Processing")] [PXMassAction] [PXUIField(DisplayName = "Cus Mass Action", IsDirty = true)] protected IEnumerable CusMassAction(PXAdapter adapter) { bool isMassProcess = adapter.MassProcess; foreach(PMProject project in adapter.Get < PMProject > ()) {

Has anyone else had problems with modern UI for Acumatica screens that are customized?  We have discovered that when you create extension modern UI files for a screen like the Vendor screen, they won’t work because Acumatica forgot to include export statements on the TS file for the screen so that they can be referenced by ISVs TS file to include custom fields onto the modern UI.Also, the extension modern UI files don’t seem to be able to loaded into a customization project...just the files that are for non-Acumatica screens.  So, at this point, we apparently have to manually copy our files into the extensions folder for each screen and then edit the Acumatica screen TS file manually for every customized Acumatica screen for each of our customers? WTH?

Has anyone else experienced issues with labor recording since the 25R1 patch was deployed on 11/5?We use Acumatica’s mobile app for our shop floor employees to record labor time on production orders. Since the update, we’ve been unable to record any labor time. When attempting to access Manufacturing Clock Entry on the app, we receive the following error message:“Object reference not set to an instance of an object.”We’ve been in contact with our VAR, who has escalated the issue to Acumatica support, but we’re now into day two without the ability to record production labor.If anyone else is encountering the same issue or has found a workaround, please share.