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I made customizations to the Shipment and SOShipLineSplit screens in Classic UI. Thanks to this posthttps://community.acumatica.com/develop-customizations-288/modern-ui-adding-custom-fields-to-line-splitting-grid-so302000-using-shared-templates-34079?tid=34079&fid=288I can now customize the line grid of the ShipmentLineSplit. But how can I customize the header section of the SOShipLineSplit panel? My requirement is to display the total quantity of the current split lines in a dedicated field.I successfully implemented this in Classic UI before, but I don't know how to migrate it to the new Modern UI — specifically, how to display my existing field on the new Modern UI page. The issue I'm facing is that in my old customization project, the Usrshippedqty field is defined in the SOShipment DAC. How can I display this field on the SOShipLineSplit panel in the new Modern UI? My customization projects are attached. 1 is with modern file, the other is without modern fileBy the way, the Mo

I have a requirement for the SO302000 (Shipment) screen. In Classic UI, I added a read-only display field at the top of the SOShipLineSplit (Line Details) popup to show the total quantity of all split lines.This field does NOT need to be stored in the database — it's just a simple display label for user reference.I have issues when migrating it from classic UI, but there is no need to migrate, if I can develop it directly in Modern UI.How can I implement this in Modern UI? I just need to show a calculated total qty field on the popup header.

We have a Role that requires the ability to release inventory transfers. To all indications, I have set the Security Access appropriately. However, the green RELEASE button does not appear nor is there an option to Release in the 3 dots menu.  Originally, we removed the ability for this Role to release transfers, but we now need to restore that access. How do I restore the Release button?

Hello all,I have been trying to create a GI that will display the list of the customers whoes Customer class has an AttributeX added.How can I do so? I’m getting a bit confused in here as I tried to use AttributeX contains CustomerClass ID under Relations tab but no use.

When “Send Documents in One Email” is used, Acumatica generates a single email activity that is associated with multiple invoices. Since this activity is shared across several records rather than tied to just one, it does not appear in the Activities tab of an individual invoice and is instead found in the overall email history.This means the Receivables team has no visibility, or proof, that an invoice was communicated to the customer. Is anyone using this feature and have you determined a way to track these activities on each invoice? 

hi!our client needs to be able to track workers comp codes by task and employee.  they have a wage-tiered rate structure so depending on the rate of the employee, the WCC can vary. For example: Employees work plumbing tasks that have two different WCC codes depending on their hourly wage rate:- WCC 5183 (Plumbing Low Wage) applies when the employee rate is under $32/hr at 0.073981/hr- WCC 5187 (Plumbing High Wage) applies when the employee rate is $32/hr or above at 0.038358/hrThe problem is that Acumatica's WCC source mapping only supports Project/Task or Labor Item as triggers, neither of which is wage-rate-aware. ExaCTIME has confirmed they do not pass WCC codes or any wage-tier differentiator — timecards come over with Project, Task, and Hours only.We've looked at using labor items as the discriminator, but that doesn't work without ExaCTIME sending different pay codes. Employee-level WCC assignment won't work either since employees cross the $32 threshold regularly. We've looked a

Running Build 26.100.0175 The instructions have the following block:*Activity log*<foreach view="Activities">- Activity Type:((Activities.Type))- Activity Date:((Activities.StartDate))- Activity Summary:((Activities.Summary))- Activity Details:((Activities.Body))- Activity Incoming: ((Activities.Incoming))</br></foreach>Formulate the response in English. Use the activity details from the past 30 days, to provide the case full view. The response should include the below points only:The prompt shows the following without showing any of the activities that are on the case :*Activity log*Formulate the response in English. Use the activity details from the past 30 days, to provide the case full view. The response should include the below points only: Compare to the CLOSURE-NOTES prompt which has similar instruction block and does show activities.*Activity log*<foreach view="Activities">- Activity type: ((Activities.ClassInfo))- Activity date: ((Activities.StartDate))

Is it possible to have two different Numbering Sequences to for Vendors based on the Vendor Class? For context, standard vendors have the auto-Number Sequence of V###### and our Customer vendors have alpha-numeric coding based on another internal system. We’ve historically just created the Customer with a manual Numbering Sequence then extended them to a vendor, then used an generic import to get the payment method on the Vendor.We’re trying to integrate the two systems so that when a customer is created in our internal system with the elected payment method then a new Customer Class vendor will be created with the payment information then a workflow will extend it to a Customer. Our hiccup is when we ran the code to create the vendor it gets created as the V##### naming convention. Our other potential solutions are:Create the Customer ID then the workflow to extend it to a vendor we lost the payment method on the Customer object when we tried this Change Vendor Numbering Sequence to

Hello,I have a couple of questions regarding Purchase Order approvals in Acumatica.1. Approval by amount using Workgroups instead of specific usersFor Purchase Orders approval based on amount, I have configured an Approval Map with conditions.However, instead of assigning a specific user as an approver, I need to assign a workgroup that can approve these documents under the defined conditions.The goal is to avoid constant changes in approval settings and to ensure that if one person is absent, another member of the workgroup can approve the document. Is it possible to configure Purchase Order approvals using workgroups instead of individual users? If yes, what is the correct way to set this up? If not, what alternative configuration options are recommended to achieve this behavior? 2. Approval based on amount in USD only (multi-currency vendors)We also need Purchase Orders to be approved based on amounts in USD only.We have several vendors using different currencies (for example, J

Hello! We are looking to create an automation schedule for the create pick list screen. The problem we are running into is “Overall number of totes should be at least as many as number of shipments.” This error occurs when we specify a value in the Max Tote Per Picker field, and if there are more shipments in the que than the value specified in the field, we would run into this error. Our issue is that there will ALWAYS be more shipments in the que than what we specify. Our max needs to be 12, is there a way for the automation schedule to only process 12 records at a time? Meaning that only put 12 records on the picking worksheet, and then generate another picking worksheet for the next 12 records?We tried making the max number of pickers really large, which would solve the error message, but in this case ALL records in the que will be created in the same picking worksheet at the time automation is generated. We only want max of 12 records in one picking worksheet.  Open to any suggest

We have some items which we can stock ourselves or drop-ship to customers. When these items are drop-shipped, we would like to be able to change the Sales and COGS accounts to our drop shipping accounts. While we can change the sales account on the Sales Order for these items, we cannot find a location to overwrite the COGS account from the Purchase Order side of the process. It seems entirely driven by the Stock Items’ Posting Class, which is set to be the usual accounts as drop ship orders for these items are uncommon.Is there a way to specify the account of items on a Purchase Order/Receipt like there is on a Sales Order?

I have a requirement to disbale access on the complete order action on the Sales Order form for some users. I tried to set the access as Revoke on the Access Right By screen form. The path I followed is Access Right by screen > Sales Orders > Sales Orders > Sales Order > Compelete Order.Howver, Once I save the changes it will go back to the Inhertied status without revoking. How can I update this. TIA. 

We recently purchased a piece of equipment that came with three separate bill (for its different components). However, for accounting purposes, these need to be recorded as one asset. When we try to use Reconciliation Addition to combine the costs, the system only updates the current cost value. The Orig. Acquisition Cost remains stuck at the value of the first bill, which doesn't reflect the true total cost of the asset on our reports. We need the final Asset ID to show an Orig. Acquisition Cost that equals the sum of all three bill.How can we set up for this?  

We need to track the reasons for issuing credit memos on document level in Acumatica for reporting and statistical analysis, without any customization (due to ongoing Classic UI to Modern UI transition challenges).Our requirements:When creating a credit memo (e.g., in AR301000), users should be able to select a predefined reason from a dropdown list (e.g., "Product Return", "Billing Error", "Price Adjustment") This selection should not impact existing business processes – it's purely for tracking and reporting purposes Later, we need to count the number of credit memos per reason using Generic InquiryWe know this can be achieved via customization, but we prefer to use native no-code functionality to avoid compatibility issues during the UI migration phase.Is there a way to set this up using standard Acumatica features (e.g., Reason Codes, Attributes, or other built-in tools)? 

 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?

Has anyone found a method to auto release reversing journal entries? They get created on Hold and we are finding that users are making changes to them prior to release. We need to prevent that.

 Why do I receive this error when patching 25 R2?[13:16:35 ERR] Could not find file 'Y:\Sites\*site*\Bin\Addon.csproj'.System.IO.FileNotFoundException: Could not find file 'Y:\Sites\*site*\Bin\Addon.csproj'.File name: 'Y:\Sites\*site*\Bin\Addon.csproj' at System.IO.__Error.WinIOError(Int32 errorCode, String maybeFullPath) at System.IO.FileStream.Init(String path, FileMode mode, FileAccess access, Int32 rights, Boolean useRights, FileShare share, Int32 bufferSize, FileOptions options, SECURITY_ATTRIBUTES secAttrs, String msgPath, Boolean bFromProxy, Boolean useLongPath, Boolean checkHost) at System.IO.FileStream..ctor(String path, FileMode mode, FileAccess access, FileShare share) at Patch.Common.CryptographyWrapper.SHA256CheckSum(String filePathName) in C:\code\UpdateService\Patch.Common\CryptographyWrapper.cs:line 13 at PatchTool.Wrappers.AcumaticaPatch.FetchAndDownloadPatchedFiles(AcumaticaPatchOptions options, String outputDirectory) in C:\code\UpdateService\PatchTool\Wrap

Has anyone else had an issue with the latest PatchTool utility download? When I run the check command I get the error below.  C:\Acumatica\AcumaticaERP\Acumatica 26.100.0175\Acumatica ERP\Data\PatchTool>PatchTool.exe check --path "C:\Acumatica\AcumaticaSites\Shedworks26R1\Shedworks26R1"Unhandled Exception: System.IO.FileLoadException: Could not load file or assembly 'Serilog.Extensions.Logging, Version=7.0.0.0, Culture=neutral, PublicKeyToken=24c2f752a8e58a10' or one of its dependencies. Operation is not supported. (Exception from HRESULT: 0x80131515) ---> System.NotSupportedException: An attempt was made to load an assembly from a network location which would have caused the assembly to be sandboxed in previous versions of the .NET Framework. This release of the .NET Framework does not enable CAS policy by default, so this load may be dangerous. If this load is not intended to sandbox the assembly, please enable the loadFromRemoteSources switch. See http://go.microsoft.com/fwlin

Hello Guys, Im new in Rest Api connections, i need to connect from Postman to Acumatica Endpoints, but i dont know how to configure the connection, boyd, etc from the side of Postman.In acumatica the endpoint is USPS.25.200.001  and i need to get some tables like:ww_ZZ_Analytica_AliasTable_AH  Etc My question is whats is teh config from the side of Postman

Hello all,How can I define sorting conditions for cost codes with segments. I tried to define as:    Still no impact.

Hello all,Is there any way that users can bring in the older mail data into Acumatica?

I am creating a Payment/Prepayment through the Acumatica Contract-Based REST API and applying it to a Sales Order using the OrdersToApply detail.The same API payload structure works for several Sales Orders, but it fails for some specific orders with the following error:An error occurred during processing of the field Order Nbr.:The order cannot be applied, the specified combination of the order type and order number cannot be found in the system.Sample request structure:{ "CashAccount": { "value": "XXXXX" }, "CurrencyID": { "value": "USD" }, "CustomerID": { "value": "CXXXXXXXXXXX" }, "Description": { "value": "Shopify Payment XXXXX" }, "Hold": { "value": false }, "OrdersToApply": [ { "AppliedToOrder": { "value": 69.08 }, "OrderNbr": { "value": "ES88832" }, "OrderType": { "value": "ES" } } ], "PaymentAmount": { "value": 69.08 }, "PaymentMethod": { "value": "SHOPPAY" }, "PaymentRef": { "val

I have created a Bill using PUT /Bill REST API endpoint and it created below data, the process also includes releasing the bill but I am encountering a “The document is out of balance” error. It seems the bill header total figures were not calculated correctly. For this bill, I created its own PO and PO Receipt with vendor’s Allow AP Bill Before Receipt unticked (3way match)On second screenshot, I checked the PO Receipt linked to the Bill and based on the Billing tab, it shows Billed Amount as 550 which is correct and matched with the Bill line’s Amount. I am not sure what needs to be added on the payload when calling /Bill API endpoint but when I used UI to create Bill from PO receipt, I don’t encounter the “The document is out of balance” error.Thanks! 

There were few transactions from 2025 and early 2026 that are showing in the Process Bank Transactions. How to clear these ones. I’ve noticed that these transactions has been reconciled in the Reconciliation statements CA302000 and they were cleared. I can modify the match settings to hide it, but i want to completely remove them on the process bank transactions screen. 

Hello Everyone,Does Shopline integrate with Acumatica ERP?If anyone has experience with this integration, I would appreciate hearing about the workflow, available connectors, or implementation approach.Thank you.