Discussion Forums

We’re looking for a way to track which Invoice or Proforma a specific Change Order was billed on in the Project module. Specifically: Is there a field within the change order,  or a report that shows which Proforma or AR Invoice includes a Change Order? If the Change Order was partially billed, is there a way to see the amount invoiced to date and what remains? What’s the best practice for tracking Change Order billing in Acumatica? Any tips, custom reports, or screen references would be much appreciated!

How To create / Design Custom Date Financial Reports  in Acumatica? 

Has anyone out there attempted to allow users to view 3D CAD Files (.step) attached to a BOM or Production Order from within their browser?  I assume we would have to use a cloud based file management system that integrates with Acumatica.Only other option I see for Acumatica-initiated viewing is to download the files to the local machine, then use a free 3D CAD viewer software, like eDrawings (Solidworks).Obviously we can use a server directory, but the user would need to search the directory for the part number based on the Inventory ID from the Production Order.

I have added a custom field "UsrDefaultW" to the Users screen (SM201010) in Classic UI. The field is bound to the “UserList” view and located in the “User Information” container.My problem:In the official Modern UI source code of SM201010:- `UserList` is a view instance defined in the screen class (`createSingle(Users)`)- Only the `Users` class is exported, the `UserList` view is NOT exportedMy Ts and html extension files are attached.They can build, but no field show on screen.What is the correct way to add custom fields on SM201010 Modern UI?

I’m having an issue with my Generic Inquiry report. I need to retrieve the beginning balance from the last period activity, but that period is outside my selected period range. Because of this, the report is very slow to load. Is there any workaround for this, or is there another table I can use to get the beginning balance more efficiently?can you check my xml file if you can do something about it?

We have some shipping terms that are outdated and should not be used. However, they have been used previously, so we can’t just delete them, as it will break past SOs. Is there a way to handle these in the system to prevent their use while retaining their historical record?

We have successfully set up the ACH Notification process to email out ACH remittance information to vendors.  The vendor payment information section only has one entry for remittance email.  Is there a way to set up more?  Can we just add a second email to that entry separated by a comma to sent it to more than one recipient or is there another place to add this information?

I have a scenario where custom code is opening a dialog to ask a question when a field value changes on the screen. In classic UI, it uses a callback command to call an action (non-visible) that uses <View>.AskExt() to open the dialog, and pressing a button on the dialog calls back to the same method. Does anyone have a working example of this scenario in modern UI? ​  ​@Yuriy Zaletskyy 's post here --> https://blog.zaletskyy.com/post/2026/01/20/how-to-create-a-popup-dialog-in-modern-ui seems promising, but it doesn't get me all the way there to get the dialog to open on field change. I think I'm at least missing how to specify the callback for the field without a FieldUpdated handler (which also won't work).

After upgrading to 2025R2, clicking Export>PDF from the check printing window no longer protects the MICR line. Previously, all characters were being replaced by “•••••••••••••••••••” but it now shows the MICR font. Is there a way to turn this feature back on?

Hi Acumatica Community,We add a lot/serial attributes to a specific item and tag this upon purchase receipts.I have a challenge to add this information to the Generic Inquiry.Is there a way to show this info in a generic inquiry?Thank you!

Hello,How can we set the Form View as the default view for a Grid? By default, the grid displays in Grid View, but we would like it to open in Form View instead.Please refer to the screenshot below for reference. We are using Classic UI on Acumatica 2025 R2.Any help would be appreciated. Thank you!  

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?

Hello - most of the work we do is cost plus so we need supporting documentation to send with our invoice to our customer to be reimbursed. Our jobs consist of reimbursable items like employee travel that is loaded into the system via cash purchases, billable hours at a rate * quantity, and vendor invoices processed via AP. This leads to quite a few line items that are translated to the monthly billing. When creating a proforma, I thought the system would generate a compilation of files attached to all transactions that are reimbursable on the proforma. It doesn’t seem to do this for the printed version of the proforma or for the substantiated billing that for the proforma. Am I just missing a setting or something to be able to accomplish this? Not sure how the system could generate T&M billings but not have the backup for the T&M billing. Our VAR has of course offered a customization at a hefty price but I expect the system should be able to do this. If anyone else has went thr

I made a custom DAC and I’m displaying it as a tab on the orders. I want to be able to edit that field when order is in complete status.I’ve achieved that for SO order type by extending the SO workflow to enable that field. It’s working fine but when I try the same logic for the RC order type - the field remains non editable and I’m not sure why. Here are the screenshots of the setup that’s working for SO but not RC: 

Hello everyone, so one of my client agree to update their Acumatica Version from 24R2 to version 25R2, but we were still on progress to update the environment (not yet go-live), is that possible to doing the upgrade?Please lemme know about the procedure of this, I really appreciate thank you. 

    I am currently developing Modern UI. After I edit a page each time, I need to publish the project to see the effect. If I find something wrong, I have to modify it and republish. My local computer configuration is quite good (I9 + 32GB), but I still feel that publishing every time is a waste of time. Is there a quick preview method available?

We’ve recently found out that unfortunately the TikTok Shop sales channel with Shopify inserts the entire product title as the tax ID on sales orders.This causes Acumatica to trip up with “The following tax IDs received from the external system are too long and cannot be saved: Product Sales tax: XXXXX. Map these tax IDs to tax IDs of up to 60 characters in the SPCTAXCODES substitution list on the Substitution Lists (SM206026) form.” errorsProblem is, because TikTok Shop items have such long titles to improve their searchability, per that app’s recommendations, that is very long. These end up exceeding the 130 max character count in the substitution list field, and then that causes the ids to not match and sync to still fail. With some research, it seemed it should be possible to forcibly truncate the value if it exceeds 60 with a rule like this in sales order entities:In the above, I’m stuck at which “ERP field” it is. It is not in the dropdown, but we’ve been able to type custom fiel

We’ve created an export scenario using a GI as the source. We need to add a trailer record to the end to sum up the number of payments and the total payment amount. Does anyone know how to do this?

After upgrading from Acumatica 24R1 → 26R1, I’m now getting these errors when using POFixedDemand:The type name 'recordID' does not exist in the type 'POFixedDemand'The type name 'orderType' does not exist in the type 'POFixedDemand'The type name 'orderNbr' does not exist in the type 'POFixedDemand'The type name 'lineNbr' does not exist in the type 'POFixedDemand' I couldn’t find any mention of this in the developer release notes for 24R2 through 26R1.  Does anyone know if the class was extended or where there fields went? 

Have a customer that creates large orders and they were excited to see/use the clipboard on the CRM quote to copy similar orders between opportunities. Here is the original quote.Copied quote And here is the pasted quotePasted quote In this case to keep it simple, I did both of these quotes on the same opportunity, but they want to copy from one quote to another with different customers and opportunities, which is why the Copy Quote from the action menu won’t work for them. Anyone know why Acumatica would change all the quantities when copying using the clipboard?

I recently noticed somewhere that you can add {br} to an expression in Report Designer to add a line break. I’m curious what else you can do like that within the expression editor, however I can’t find any documentation on this functionality. Does anyone know if this is documented anywhere and, if so, where that is or what other things you can do like this?I’m just curious what else I might be missing because I’m trying to format a field, but trying to format different parts of the field different ways (in Report Designer you can apply formatting changes to an entire textbox but cannot make formatting changes to substrings within the textbox as far as I know). So I was just curious if that could potentially lead me to anything that could help.For example, I have a large textbox with this data (see below). It’s one blob of text that has different fields/values so it’s not something that can just be split up into custom fields. If I wanted to format it in Report Designer it would be an a

Hi,Is there a way in Acumatica to convert an inventory item to a fixed assets without manually issuing the items and converting to an asset?Thank you,Dulanjana

Vendor already exists on the items and we are looking to change the vendor to the default (already marked default on a different vendor) using an import scenario. Searched and tried several different options. Was getting the purchasing unit error, added that and then getting a duplication error. Tried a manual scenario and still no luck. Hoping someone has a GI written for this same scenario. Thank you!

I have a question about Report Designer templates.  It can be very time consuming to create a new report from scratch.  I’d like to be able to better utilize the templates that are already built inside Acumatica.  But, it’s hard for me to quickly scroll through them to get a feel for what the design and layout look like, without already being familiar with the report.  Does something exist where you can see images of the prebuilt Acumatica Report designs along with a reference to the specific report number? This would decrease the time of report design immensely.  

I have tried 20+ code variations and can’t seem to get this working.  Scoured here, stackoverflow and everything else I can find over the last month without a solution.  Some appeared to work in prior versions but not now. As the title says; would like these files attached to the email when it sends: Single code file I named POOrderEntry_Extension: using PX.Data;using PX.Objects.CR;using PX.Objects.PO;using System;using System.Collections;using System.Collections.Generic;using System.Linq;namespace Customizations{ [PXProtectedAccess] public abstract class POOrderEntry_Extension : PXGraphExtension<POOrderEntry> { [PXProtectedAccess] protected abstract IEnumerable Notification(PXAdapter adapter, string notificationCD); public delegate IEnumerable NotificationDelegate(PXAdapter adapter, string notificationCD); [PXOverride] public IEnumerable Notification(PXAdapter adapter, string notificationCD, NotificationDelegate baseMethod) {