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Is there a no code way to disable the Put On Hold on a PO if there is an invoice attached? If this is not possible is there a way to disable if status is ‘Open’ (PO fully approved)

So in build 25.201.0213, the following screens need to have modern UI enabled, otherwise you’ll get an error when trying to run it. We noticed for the AR and AP unreleased documents, but I switched them all anyways since likely it will be all of them. Site map of screens that needed to be switched. Error when trying to run the Unreleased AR Documents Then trace of it But like I said earlier, just needs to be switched to Modern UI to run them again. I do think they should be backwards compatible, or at least switched to Modern

I created the wrapper using the 2026 R1 TestSDK. I tried running the test automation suite, but I’m unable to execute the tests. I reviewed the 2026 R1 TestSDK documentation and found only a single mention of “Modern UI,” without any additional guidance.Also, the Test Automation GitHub repository/sample project appears to be about two years old, and there haven’t been any updates to the sample test project.We run the test automation suite and submit the results for certification. Could you please confirm whether Acumatica supports Modern UI automation with the 2026 R1 TestSDK? If it is supported, is there a specific setup, configuration, or recommended approach required to run tests against the Modern UI?If Modern UI automation is not supported (or not required yet), can we submit the legacy/classic UI automation results for certification, and will that be considered acceptable/compliant?

Highlights Additional Fixes AcknowledgementsHi everyone,We are pleased to announce that the new Acuminator 4.0.1 has been released.This is a hotfix release that addresses feedback that we received after the release of Acuminator 4.0.0. It includes several targeted improvements and bug fixes. You can download Acuminator from its page on Visual Studio Marketplace:https://marketplace.visualstudio.com/items?itemName=Acumatica.Acuminat

When a customer decides to pay using a credit card, we charge an additional 2.5%. Is there a way to increase item cost by 2.5% when payment type CC is selected? I see where we can offer cash discounts by days but not an increase by term type. If not, I plan to create a Non-Stock item “Credit Card Fee” where we can calculate the 2.5% manually and add it to the order. 

Does anyone have information on when the package for 25r2 will be released? We have 2 customers that will be upgrading over the next few months who use the Gmail integration.

Summit 2026 Breakout Session Presentations - TechnicalAttached are PDF versions of the PPT presentations from our breakout sessions. AI Studio: Build Intelligent AI Automations with AI StudioAI Studio: Providing and Consuming Services through Model Context Protocol (MCP)Always Current: Stay Up to Date with AcumaticaAnomaly Detection: Best Practices, Tips, and Tricks for Smarter Data InsightsBusiness Events: Automating Processes and Driving Efficiency in AcumaticaAcumatica Commerce Connectors: Deep Dive and Best PracticesCustomizations: How to Use Acumatica’s Latest Tools to Convert Customizations to the Modern UIEcommerce: Technical Best Practices for Seamless Integration with AcumaticaGeneric Inquiries: Introduction, Tips and Tricks for BeginnersMobile Customization: Converting or Creating Mobile Customizations in Acumatica's Modern UIModern UI: Getting Started with Navigation, Personalizat

The Custom Field in BigCommerce could be added using the Commerce Connector from the Entities form(BC202000). Imagine you would like to map a attribute or custom field or any field from Acumatica Stock Item form to a custom filed in BigCommerce product page and this custom field in BigCommerce is not yet created. Go to Entities form(BC202000), select Stock Item Entity.  Go to Export Mapping Tab Click plus (+) button In the Source Object, select the required Acumatica object. Eg: Attributes or Advanced  In the Source Field/Value, select the required Field.  In the Target Object, select the object as Product->Custom Fields. In the Target Value/Field, select <<Automapping>> as shown in the screenshot. Now when the stock item is exported next time, connector will automatically create the Custom Field in BigCommerce with the same name as in Acumatica. If the field alread

Hello All, I did a low code customization to add a couple of text fields to our Vendors Location that stores some sensitive information.   I have published the customization, but after doing some research I would like to change the Field to use the PXRSACryptString vs PXDBString Attribute.   Can I go into my customization package and update this attribute?   to[PXRSACryptString(255, IsUnicode = true)]and Republish with out any data loss or corruption? Also if i change the control TextMode to Password and Commit Changes to True will that mask the field on the UI and allow a user to click on it to reveal?  I think I need an event handler for this.  

Open the report that you need to modify in the Report Designer (see more about the report designer here https://openuni.acumatica.com/courses/reporting/s150-reporting-report-designer/) Open File → Build Schema… menu and make sure the CCPayLink table is added to the report   Go to Relationships Tab and Left Join CCPayLink to ARInvoice or SOOrder based on PayLinkID   Add new Picture Box control to the report and configure it the following way: VisibleExpr: =[CCPayLink.Url]<>null BarcodeType: QRCod

I was hoping to add the ability to filter by SOLine.InventoryID_description in the Sales Order Details by Customer report, but for the life of me i can’t get this field as an option. Following what online tips i could find I added this field to the Viewer Fields in the schema browser. Then I also placed it in the groupDetails section on the report itself at another recommendation. Every other writeup i can find is either putting it in as a parameter or a sorting option, neither of which is what im looking for.End result, our staff wants to be able to sort this report by keywords in the item description. Sales Order Details by Inventory Item doesnt work for us in this case because its layout is item-first instead of customer-first.I have my fingers crossed this is something simple im just not seeing as i don’t spend alot of t

I know it’s early but thought I’d ask the question now… When the Acumatica AI Studio launches, will there be a new area in these forums for us to discuss and collaborate with others?

​Hi,I’m creating the payment programmatically but payment status is showing Pending Processing.Even tried setting the status to balanced and it didn't worked.Payment is captured in the External system so we are filling the ExtranalTrsnaction table and below is the code that we used create the payment. ARPaymentEntry docgraph = PXGraph.CreateInstance<ARPaymentEntry>();                ARPayment objPayment = new ARPayment();                objPayment.DocType = ARDocType.Payment;                objPayment.Status = ARDocStatus.Balanced;                objPayment.CustomerID = order.CustomerID;                objPayment.PaymentMethodID = filter?.PaymentMethod;               // objPayment.CuryID = order.CuryID;                objPayment.ExtRefNbr = filter?.PaymentRefNbr;

How do I limit a user’s access to just a specific branch?

How can we copy the OwnerID field from rhw sales order when creating a shipment in 2025 R2? In prior versions we were overriding the method SetShipmentFieldsFromOrder in SOShipmentEntry.  In 2025 R2 there is a new CreateShipmentExtension and it looks like the override may need to be moved to the method SetShipmentFieldsFromOrigDocument(SOShipment shipment, CreateShipmentArgs args, bool newlyCreated)?Below is our existing code.  It does not compile on 2025 R2 because the SetShipmentFieldsfromOrder method has been removed.   public class SOShipmentEntry2_Extension : PXGraphExtension<PX.Objects.SO.SOShipmentEntry> { [PXOverride] public virtual bool SetShipmentFieldsFromOrder( SOOrder order, SOShipment shipment, int? siteID, DateTime? shipDate, string operation, SOOrderTypeOperation orderOperation,

We’re in the setup phase of our implementation and working through our Safe Harbor match configuration.Our formula is: 100% match on the first 2% 50% match on the next 4% Total match not to exceed 6% of eligible compensation Some employees will elect a flat dollar contribution, and their weekly pay varies.Has anyone configured this type of Safe Harbor match where the employee deferral is a flat amount instead of a percentage? If so: How did you structure the deduction and match calculation? Did the system correctly calculate the tiered match each payroll based on that week’s eligible compensation? Any issues with caps or special scenarios we should plan for during setup? Appreciate any insight from those who’ve already been through this.

This new Update Vendor Payment Methods (AP507100) screen in Acumatica 2026 R1 looks really nice. It's a way to bulk update the payment method on open Accounts Payable bills.See screenshot below from my Acumatica 2026 R1 (26.093.0239) beta environment.BUT, I have to enable BILL Integration on the Enable/Disable Features (CS100000) screen for this new screen to appear in my environment.Does anyone know why this is only available to Bill.com customers? This seems like a useful screen that EVERYONE should be able to benefit from.  

Client is using AVALARA for sales tax and ECM. Avalara is telling the client that they need to upload all customers - it is my understanding that there is funcitonality to Manage Exempt Customers and add to Avalara.  We have the tax connector working for sales tax, however when we try to create a customer in ECM provider in Acuamtica, we get an error:  Company is not found.  The company with the ID ‘0’ was not found.  Anyone have insight into using ECM? Is the Tax Provider also used for ECM? There is no option to add a separate ECM Provider in Acumatica.They are logging in through a single account and have only one company.  Thanks!

Hello Community, I am working on a small customization to simply pull up the Stock Items screen in a side panel when changing the detail row. It seemed like I couldn’t accomplish this on the POLine level and only choose header fields when adding the side panel, so I went with an unbound field on POOrder. How can I make it when changing the detail selection to successfully update the unbound field “Selected Item” below? You’ll notice I have the side panel popped up and open to the PNF item, but I have the EMP item selected. Any ideas? I did try forcing a “Note” update on change to refresh UI, but no luck. It does update by changing the side panel to something else and then back to stock item. See below for my code and screenshot: #region UsrReadInventoryNbr [PXString(60)]

Hello,We've added a new screen that displays the UserReportEx DAC in a table and created an action to move reports (with a specific checkbox selected) to another tenant on the same instance. For example, reports SO641010 and SO642000 are currently in Tenant A, and we want to move them to Tenant B.We discovered that the Report Designer uses the ServiceGate API, accessible under /api/servicegate.asmx for any instance, but we’re struggling to make it work.Here’s the code we currently have https://pastebin.com/sfd6AYdp, but it always returns the following error:Report Response: System.InvalidOperationException: Not authenticated. at PX.Api.WebServiceBase.VerifyLogin() in C:\build\code_repo\NetTools\PX.Data\Api\Legacy\AbstractServiceGate.cs:line 572 at PX.Api.WebServiceBase.ReportSave(String name, String xml) in C:\build\code_repo\NetTools\PX.Data\Api\Legacy\Ab

Haii, I want to have a Fund Transactions but when I try to Release the transaction there is an error: account and subaccount can not be empty. I also have check the Currencies and for the Account and Subaccount already fill it. Please to take a look and help me to solve about this?Might be there is an error or a missing data that I set up. Thank you.I put screenshoot bellow:   

Hi Community Team,I would like to report a gap observed during screen conversion from Classic UI to Modern UI.When custom fields are created using a DAC Extension, those fields are correctly visible and functional in the Classic UI screen. However, after converting or working with the same screen in Modern UI, the extended DAC fields are not automatically included in the Modern UI layout.Observed Behaviour: DAC extension fields exist in the database. They are properly configured and visible in Classic UI. After switching to or converting the screen to Modern UI, the extended fields are not visible. No automatic synchronization happens between Classic UI layout and Modern UI layout. This creates confusion during conversion because developers expect the existing extended fields to be carried forward automatically.

We have built AI Document Intelligence solution for Acumatica ERP. To partner this with Acumatica from where we can collaborate on this? Do we have any marketplace listing for partner or how to become a partner? ThanksRegards,Ritesh

Hi All,This is the billing rule formula I am using to pull in my project billing which is T&M. It’s excluding a project task which is fine. However, when I do a change order to the revenue budget in the project, after running project billing the line item that has a change order is pulling in a 0 dollar value to the invoice. How can I modify my billing rule to pull the correct unit price for the change order? Any guidance would be appreciatedT&M Billing Rule Formula:   =IIf([PMTask.TaskCD]='MAT', 0, [PMTran.Qty] * [PMTran.UnitRate]) Thanks,Frances  

If an item is setup as base Unit Cases and Purchase Unit Pallet, the PO cost information does not convert properly if changed from one to the other.  Changing the unit cost first, then changing the UOM or Qty causes the ext cost to be incorrect