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Hi Teami Need some inputs in sending a email notification to customer when his first order placed in Acumatica.Trigger a notification ONLY when a customer places their FIRST order ever

I am logged in as Administrator and can see the option for Prepare Invoice in the Action drop down for Process Shipment under Sales. order, but other users cannot. 

Problem:When customizing the Vendor (AP303000) screen via the Modern UI Editor in Acumatica 25R2(25.200.0248), users get following error message:Error occured during HTML merge of'....\FrontendSources\screen|src\screens AP\AP303000\extensions AP303000_PersonalDataPrivacy.html' for screen 'AP303000'. Error: Error: In HTML extension'....\FrontendSources\screen|src\screens AP\AP303000\extensions AP303000_PersonalDataPrivacy.html' for screen 'AP303000' child node 'QP-FIELDSET' has AFTER attribute with '#groupAccountAddress', but screen HTML doesn't contain any elements that satisfies such querySelector This is a known issue and has been reported to engineering for fix.Since Vendor screen is one of the most customized screens, users can customize it outside of Modern UI Editor(follow T290 or help for detailed instructions)Here’s a quick walkthroughCreate a new customization projectAdd a new field to VendorR DAC(or required DAC as needed)Publish Customization ProjectCreate your typescript an

I try to migrate my old customization project to modern UI in 2026r1.At first, I wanted to convert the entire project directly, but it failed with the following error:No container found for view ConnectedVendors in the Screen Schema for screen. Probably for the HTML element 'QP-GRID' with the Id 'gridConnectedVendors' provided View Name is not declared in the TypeScript ViewModel.Then I tried to convert each page separately. Some of them succeeded and some failed. And I found that the above error comes from the “Vendors” page.Then a similar “Customers” page also has a similar error:No container found for view CustomerBillingCycles in the Screen Schema for screen. Probably for the HTML element 'QP-GRID' with the Id 'gridBillingCycles' provided View Name is not declared in the TypeScript ViewModel. Judging from the names, these errors are all related to native fields, not the custom fields I added. How should this be solved?

Hello! Is there a way to create a shipment for a Sales Order line prior to the ship-on date associated with that line? We are trying to track our on time delivery when it comes to shipments and we don’t only want to study what causes delays but also want to study what are some root causes that allows certain jobs to ship ahead of time. However, currently Acumatica prevents creating a shipment before the ship-on date. (Ex. I won’t be able to create a shipment today for a Sales Order line that has a Ship-On Date one week from now without changing that date.) Also, is there a direct way to allow for this to happen without going through workarounds that leads to extra keystrokes?I.e.Creating a shipment through the Sales Order → Changing the Shipment Date in the Pop-Up window to match the lines being shipped → Backdating the shipment date in the shipment once it is created.  Creating a shipment manually → Selecting the Add Order button → Selecting the lines and changing the Scheduled Ship D

Wanted to share this with the community!  I think the visual helps a person understand Queue, Finish, and Move Times more quickly.

We have Cost projection in which the UOM is empty but we need to bulk update to ‘EA’. I first tried to update by editing the GI and adding the filed to Mass Update tab but it was not possible. I am now trying to use Import by scenario to update the filed but getting errors such as View Document or Add button lines disabled. Before I keep investigating is it even possible to bulk update using either way

I can get a richtext editor onto a Modern UI screen, or at least a box that displays html, I can’t seem to find any way to control the height of the text area.  I need to to be at least 500px high.I attempted to add the class stretch, but it didn’t work.HTML / TS<template>  <qp-fieldset id="Document_PXLayoutRule1_fs" view.bind="Document" wg-container="Document_form">    <field name="Question"></field>  </qp-fieldset>  <qp-fieldset id="Document_PXLayoutRule2_fs" view.bind="Document" wg-container="Document_form" class="stretch">    <field name="Answer" control-type="qp-rich-text-editor" class="stretch"></field>  </qp-fieldset></template>export class AskQuestionFilter extends PXView { Question: PXFieldState; Answer: PXFieldState;}The class stretch on the fieldset makes the grey container area large but doesn’t affect the RichText control. If I add it to both the fieldset and the field then the RichText control stays small (in h

We are currently on 2025R1 and noticed this week that we are unable to add a new record from the Subcontracts primary list. When it was reported by a user, I checked user rights and this individual has full access to that screen.  I as an admin also am no longer able to see the ‘+’ sign to add a new record form the SC3010PL screen.   As a workaround we are able to add a new record by opening an existing record and clicking the ‘+’ from there, or from the Commitments screen of a project. Our production instance is: Build 25.101.0153.9 + Our Sandbox, which is build Build 25.101.0153.2 +, has the ‘+’ on the pl list.  I even made a copy of the Subcontracts PL in our Sandbox, exported it and imported to our Live instance, and the ‘+” is no longer visible.  Wondering if anyone out in the community has seen this behaviour and/or what else I should do to troubleshoot it?   There was a patch applied to our Prod instance last week so am wondering if this might have anything to do with that. 

Good morning,We are finding that when clicking on the  calendar / Year in our various Report Designer reports, the list of year values is now limited.  The first year in the list is after our go-live, so to see a wide open date range, we need to key in the value, instead of using the calendar view like below to switch to a year in the teens..Did something change recently that would limit the years in some way?  Can this be configured in our setup to extend the range?Thanks!  

We are looking to try and use the “selector” type attribute. However, we want to have the ability to open the record that was selected. Currently, I am only seeing the magnifying glass which brings up the table to select the data record we want. Is there a way to add the “pencil” or a hyperlink in order open the data record once it has been selected? Thanks! Selector attribute only allowing record selection, not access to the selected record. 

When i try to convert the My Documents screen to Modern UI i cant find its base TypeScript and HTML code like in the picture  i cant create an extension because the base does not exist​​​​​​

Hi, I would like to clarify a limitation I encountered when working with the Paycheck entity (Screen ID: PR302000 - Paychecks and Adjustments) via Web Services. While reviewing the entity, I noticed the following warning on certain fields:"Do not include fields of this object in a request that retrieves a list of entities. To retrieve those fields, request entities one by one by specifying key fields."From my understanding, this means that some fields (such as detail-level fields like Taxes or similar sub-objects) cannot be retrieved using a standard list request and instead require querying each record individually using its key fields. I would like to ask:Is there any supported way to retrieve these fields in a single list request (e.g., via $expand, endpoint configuration, or other approaches)? Are there any recommended alternatives to avoid multiple per-record API calls, especially for large datasets? Would using a Generic Inquiry (GI) or custom endpoint be the only viable workarou

We build-to-order a configurable subassembly (that is linked to its parent) that we would like to pre-assign a serial # to.  When the shop floor employee does the final Move on the configurable subassembly, they will assign a serial # (system should auto-populate the pre-assigned serial # if qty = 1, but that’s a different subject).At this point, the system should know which serialized configurable subassembly goes with the parent production order (via the references tab of the production order), and I wish I could backflush the configurable subassembly into the parent production order (by the way, the reason I have to make the serial class issue method “User Enterable” is because one configurable subassembly in inventory might cost $1,000 more than another configurable subassembly with the same Inventory ID).  But when I attempt to backflush, it says I cannot because the issue method is “User Enterable”.If I type in the serial # that was assigned for the Move (when completing the conf

Hello all,I’ve been trying to create an import scenario that will not only create a new SO with the line items but also update the existing ones if there’s a new item added in the list to the already existing SO. The data source is a GI. What is it that I am missing?Note: the line items may have the same item IDs to be imported as a new or updating the already existing one. I have been trying to map it on the basis of the Line numbers. 

I'm building an integration that creates Sales Orders and Drop-Ship Purchase Orders via the Acumatica REST API (endpoint version 24.200.001 / a custom endpoint based on it). Once the SO and PO are created, the integration then links the PO and SO line via the API. Everything works correctly when the PO vendor matches the item's default vendor in Acumatica, but fails when using a non-default vendor.What works: After creating the SO and Drop-Ship PO, I release the SO from Hold, then send: PUT /SalesOrder?$expand=Details,Details/PurchasingDetails{ "OrderType": { "value": "SO" }, "OrderNbr": { "value": "SO-000123" }, "Details": [{ "id": "<soLineId>", "PurchasingDetails": [{ "POOrderType": { "value": "Drop-Ship" }, "POOrderNbr": { "value": "PO-000456" }, "POOrderLineNbr": { "value": 1 }, "Selected": { "value": true } }] }]}When the PO vendor is the item's default vendor, SOLineSplit records are auto-created by Acumatica when the PO is sav

I’m looking for guidance on a scenario I’m running into with non-stock Sales Orders, and would appreciate any insights or best practice advice.We are using Sales Orders to manage non-stock items (services / consulting type work). Our requirement is fairly straightforward from a business perspective:We create a Sales Order and progressively add lines over time We generate invoices from the SO as work is billed Occasionally, after an invoice has been released, we need to: issue a partial credit, or fully credit the invoice and then re-invoice The challenge is trying to manage both invoices and credit memos against the same Sales Order, while keeping the SO open so we can continue adding lines and invoicing in the future.What I am seeing so far:Using standard SO order types, I can invoice as expected, but there doesn’t seem to be a clean way to issue credit memos from the SO Using IN or MO order types allows more flexibility around mixed transactions, however these appear to complete or

Hi Team,I am working on an custom report based on PMTimeActivity and needed to add a Manager filter using EPCompanyTreeMaster and EPCompanyTreeMember so managers can view only their employees.I added joins similar to:BAccount.DefContactID = EPCompanyTreeMember.ContactIDEPCompanyTreeMember.WorkGroupID = EPCompanyTree.WorkGroupIDand filtered using:EPCompanyTreeMaster.Description Like @ManagerOR@Manager IsNullThe filter works correctly, but after adding the EPCompanyTreeMaster and EPCompanyTreeMember joins, the report values are getting duplicated.Kindly assist if you have added similar filtering using EPCompanyTreeMaster and EPCompanyTreeMember in reports.Please find the screenshots of my joinings and filterings    

Hello,    We are trying to generate from PO to PO receipt . However, the system pop up error  But strange, the same Item and same vendor, we did generate successfully on another PO 5 days ago.                     How can we fix it, please help.we are using Build 21.208.0032

We are launching a Shopify store and are running into an issue when trying to sync template items to Shopify variants. The way we currently have it set up it is creating variants in Shopify of the attributes that we created for the templates in Acumatica. Screenshot attached shows the two attributes “Shopify Range” and “Size”. But we only want the size to be displayed to customers. Is there a way for the matrix items to be synced but not have these attributes being created as variants in Shopify?Most of our products have multiple sizes, but never have a second variant type that you would need to choose from (eg: color, etc.).

I would like to tag each appointment or service order line with a code 001 through 011. This will determine which lines to group on the invoice with a total for those lines and a custom description. Eg. Material, Labor, Misc. These would be the only lines appearing on the invoice with a grand total.

We just had a customer upgrade to 2025 R2 and everything seems to take a little longer and timeout errors are fairly common. We noticed this in 2025 R1, but the issues seem to persist in 2025 R2.For example I just imported about 2,000 invoices and the GI for the invoices and memos list in the modern UI is offering a timeout error. The issue resolves itself when switching the screen back to classic.Is this a common experience on other sites?  

Was anyone else part of the emergency maintenance done this past weekend?  We were apparently moved to a new server node or something, as both our Installation ID and external IP were changed.I’m not sure the reasons for the migration, but since users started to sign in today, our performance has been abysmal, at times completely unusable.  Our VAR has an Urgent ticket open with Acumatica support but I’m curious if anyone else that was part of this maintenance is seeing any issues.

I have a prospect that needs the ability for their sales people to map out sales calls when they go to an area.  For example, I am flying to Ohio for a week, and I have 25 customers that I need to see.  What is the best route to minimize drive time from each customer and what is the best order of go?  They do not need Field Service only CRM… 

I’m trying to configure DeviceHub to connect to my local development instance and I’m getting this error: Failed to connect to http://localhost/siteName/signalr/hubs/deviceHub serverI can’t find any related posts or information.