Discussion Forums

For those who have upgraded to 26R1 and the Modern UI, how has your experience been so far? Curious whether anyone is seeing any notable: Any performance issues or screen load delays Bugs or regressions UI quirks or navigation challenges Improvements you’ve actually liked Would love to hear how stable things feel across different tenants and industries.

We’re considering introducing a new setting in Acumatica that would allow individual project to be marked as billable. The question is about the project tasks. Does it happen in your practice, so the billable project is configured with a non-billable task?For example, a billable project might include internal administration, rework, training, or warranty-related tasks that should be tracked for cost and profitability under a separate project task (and excluded from customer billing).We’d appreciate your feedback: Do you currently have projects that are billable but contain non-billable tasks?  What scenarios require this? Are there any exceptions or additional controls we should consider? Please share examples of your current workflows and how you would expect this setting to behave.Thank you!

Hi All, I need to get Email bounced backs and this setting which had been recommended in some related topics is not working. Anyone has any suggestion if this can be achieved in Acumatica? so these emails are not failing they are processed but due to incorrect email addresses they bounce back. and my client need tobe notified of these. Thanks for your help in advanced. Ghazal 

 I have created a Recurring Transaction to create an Invoice for Monthly Rent. I am trying to create an Automation Schedule for this specific recurring transaction but I don’t have any invoices created.   I set the schedule to run today, and the automation schedule appears to have executed successfully. However, it didn't process any documents.I'd appreciate any guidance on what I may have missed in my setup. Thank you in advance for your time! 

I try to configure mailing and printing for purchase requisition template for requesting proposal to vendor. But It’s always use default system sending email template. when click request proposal, it also send to other two email that is not the vendor email. This is image when it sent 

Does anyone know where to find the correct document for “How to setup and print on Blank Check Stock” with Acumatica? I searched and chatted with Acumatica and even they can’t help and couldn’t find the document? 

Are there any options to enhance the search functionality on the mobile app to more closely match the web version?A difficulty we are having with our floor scanners is finding an item # to print a label. As an example, we are looking for an item with the description “Panel Universal 42 high at 35° stair”.On the web version any 2 or more keywords in any order will find it. So a search of “panel 35 uni” will find it. On the app everything needs to be precise, so “panel universal” will find it, but “uni panel” wont”Our company has ALOT of parts with a wide variety of descriptions so its proving a challenge when we need to label something on the floor.

Has anyone managed to sucessfully add a new barcode step to a WMS form. My code appeared to working fine, but replacing the transitions breaks the confirm package and confirm shipment buttons for some reason. Basically in pick pack ship in pack mode, I need it to tell the user to scan a custom field value for the package. And it seems to works if I do this in a scanextension script: [PXOverride]public virtual ScanMode<PickPackShip> DecorateScanMode(ScanMode<PickPackShip> original, Func<ScanMode<PickPackShip>, ScanMode<PickPackShip>> base_DecorateScanMode){    // Call the base code to get the original mode    var mode = base_DecorateScanMode(original);    //return mode;      if (mode is PickPackShip.PackMode packMode)      {          packMode.Intercept.CreateStates.ByAppend(basis =>              new ScanState<PickPackShip>[] { new BoxPackageTransferLabel() }          );        packMode        // Replaces the previous implementation with a new one. 

Hi,Is it possible that Compliance is shown at the subcontract level only rather than at a vendor/projects level? We don’t want warnings displaying for expired compliance when users have a project or vendor screen open We want the warnings to display on the Process Payments/Checks screen if there is compliance expired on any of the lines on ScreenId=AP505000 for example beside the Vendor field 

Hello community!One of our customers has a single-tenant setup with several companies. We need Business Accounts in CRM to behave the way Customers do in Sales Orders — a user should only see the business accounts belonging to their own company/branch."Restrict Visibility To" handles Customers and Vendors and works well. Business Accounts have no equivalent, so everyone sees every account and prospect. The real issue is the Business Account selector on Opportunities (CR304000) and Sales Quotes (CR304500): even where the linked customer is restricted, typing the account ID directly into the field still finds and accepts it.What we plan to build, unless something native already covers it: a "Restrict Visibility To" field on the Business Account, defaulted from the user's current branch, carried through to Customer and Vendor on extension and kept in sync, and applied to both the data view and the selector on Opportunities and Sales Quotes so a direct ID entry can't bypass it.Has anyone r

Hi Community, I’m hoping I can get some help with this.We are running into some instances where an orders shipment and invoice are processed short. For example, the order called for 140 units, but only 130 units were processed under the associated shipment and invoice. Is there a way to reverse the invoice where it re-opens the shipment so that the shipment can be modified? We are currently using the RC order method to return the inventory and generate the CM to then apply to the invoice with incorrect value. We are then re-doing the order at the correct unit quantity/value. Trying to see if there is a faster way to do this without having to use the RC order method.Appreciate any feedback! Thanks

Hello Everyone, Acumatica is currently evaluating a native integration with Amazon Vendor Central, and we are seeking insights from customers who are already trading on the platform.If you are currently working with Amazon Vendor Central, we would love to hear from you! Your insights will be help in shaping this integration to better align with your business needs.Please feel free to comment on this post or reach out to me directly via email at karthik.gajendran@acumatica.com.Looking forward to connecting with you soon! Thank you

Hello! Sometimes a customer orders multiple items and have multiple ship-to addresses. Two solutions we have are 1) create blanket order, then create child orders from the blanket order and override the addresses on each child orders and manually edit the items/qtys that should be on each child order, or 2) use import scenario to import everything as regular SO, in the import file, specify the items/qtys and the override ship to addresses. Option two seems better because it has less manual work. But the issue is, customer would like to have one single sales order confirmation, invoice, and collect one payment. I know we can add multiple orders in one invoice and payment, but we cannot get one single sales order confirmation with all items/qtys unless we use the blanket order. Anyone has any suggestions on what could be done here? Is there a way to create multiple child orders at the same time from the same blanket order? Is there a way to import the SO then reference it back to a blank

As a part of our current process we need to individually type “100” for each line before we can “Run Billing” to generate the ProForma Invoice.Is there a way to have an action button that could complete this or a way to enter into one cell and copy to all of the others? Any Recommendations.Thanks!

Hi Folks,I'm trying to apply tax manually rather than having it auto-calculated — the tax should be applied after the invoice has already been saved.I'm able to do this through the UI, but I can't get it working via the import scenario. I've tried following the approach in the threads below, but the old (auto-calculated) tax value keeps overriding the manual one I try to set.I've also tried creating the tax manually first, but that approach didn't work either.What I have working so far:Import the data → Save ✅ Add the manual tax, then Save again → not working ❌Separately, I'd also like to check whether it's possible to add a separate commission line based on column values — for example, the setup below should generate 2 lines on the same sales invoice. There are also zero value commisions lines in it shouldn’t create lines for it.I've attached my import scenario and DP for reference. Any help or guidance in the right direction would be appreciated. 

I have not been able to find a successful method for this yet.Wrong stock item was issued to a project/cost budget. The correct item has since been issued, but trying to remove or reverse the wrong item out of the project. I can do a receipt or adjustment back into stock on the inventory side if needed, but I am unable to determine how to reverse the issue project transaction to correct the project. Thank you,Greg

Hi,We recently implemented Acumatica and have identified a gap in our materials control process. We understand the transactional steps involved in PO receipts and issuing materials to production orders, but we're unclear on what should trigger the material issue/release process.Specifically, we're trying to understand how a Materials Controller would know when newly received materials need to be issued to active production orders.Is there a standard screen, inquiry, report, or Generic Inquiry that can be reviewed daily to identify:Materials that have been received into stock Open production orders requiring those materials Any material shortages or items awaiting issueWe're looking for a practical way for the Materials Controller to manage and prioritise material releases to production on a day-to-day basis.Any guidance on the recommended Acumatica process would be greatly appreciated.Thanks.

Good day CommunityI’m sure you all know how challenging the assignment of user roles can be especially within Cases. I am urgently looking for the screen ID or the embedded actvity to Revoke the Invoice Case Activity from the Actions scren of an Open Case. I would be very grateful if anyne can assist me to find this activity within the Access Roles space.  RegardsBarbara 

Has anyone found a way to modify the default template used when creating an email from a Case? Something is automatically populating the subject line and To address, but would it require customization to change or is it something we can change easily?

How do you create a refund from a credit memo without having an open item show up when I do a Bank Deposit.  AP will be issuing a check.  I already Extended the customer to an vendor.From the credit memo it took me to payment and applications with a type of refund.  It was to go through the clearing account. 

Hello everyone,I’m facing a very disturbing issue regarding modern UI. I have a really basic processing screen, to mass update Matrix Items.When trying to access this screen I have the following error :   The view [Blank] doesn’t exist. Here are the stack traces :  I don’t have this error on my local instance, just on the customer’s one.Error seems to be realted to the note process, I tried so many configuration but I can’t make things work. If I go to “Applay updates”, and press the “Reset Caches” Action, everything MIGHT work, until the next publication. I even tried changing the screenID since there seems to be some corrupted info stored in some cache, but it didn’t solve anything. I don’t understand why at all… Does anyone have any idea? Attached you’ll find : -My graph (as a txt)-The DACs used in the screen. (as a txt).-My Modern UI files and my classic UI files in the customization project. If you need any other information, please ask. Have a great day. 

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?  

We noticed that in some situations while working in Modern UI, uploading files (for example receipts/attachments) can take a long time and sometimes the screen may freeze during the process.A suggested workaround in such cases, as recommended by the Acumatica support team, is to switch the screen to Classic UI, where the file upload process works smoothly without freezing.However, most implementations today recommend Modern UI for clients, and asking users to switch between Modern UI and Classic UI for certain screens every time they perform an action may not be very convenient. From the client’s perspective, repeatedly changing the UI can feel uncomfortable and disrupt the user experience.I wanted to understand from the community: Have others experienced similar behavior in Modern UI while uploading attachments/receipts? Are there any other recommended solutions or best practices to handle this situation? Any insights or experiences would be greatly appreciated.

I'm configuring dashboard with 'Employee' parameter and Widgets which display data from my GIs depending filtered by this 'Employee' parameter.Here are screenshots of current parameter settings and example of filtered widget settings.For the context 'Approver ID' is field EPApproval.ApprovedByID.I want by default to have current Logged user selected for 'Employee' parameter, but when I set its default value to @me the value on Dashboard page just gets value @ME and not current logged user. Could someone help fix this?  

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?