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When a case with "Business Account" selected, but new contact needed, using "Save&Close" button on pop-up new contact screen closes the pop-up screen but "Contact" field on case screen is not filled with newly created contact record. This is different behavior compare with same step took but no "Business Account" selected on the case.  

Hello community,I would like to know how can a user allocate a specific inventory for a specific project. i am looking if Acumatica can allow us to allocate qty for future purposes for a particular project.Thanks in advance.

For anyone new to the thread: MCP4Acumatica is an open-source (Apache-2.0) remote MCP server that connects Claude — and other MCP clients — to an Acumatica instance through the contract-based REST API and OData. It runs on Cloudflare Workers, each user logs in with their own Acumatica credentials (so their Acumatica role governs what the AI can access), sensitive fields are redacted, and every call is logged. It ships ~38 read-only entity lookups plus Generic Inquiry, schema-discovery, and utility tools. Repo: https://github.com/hallboys/MCP4AcumaticaHere's what's new since my last update (Previous thread).  Current Version 0.38.3Generic Inquiry governance (the headline)Exposing GIs to an AI assistant needs guardrails, so there's now an opt-in exposure gate (Note: This feature Needs a Customization and Couple of GIs):You choose which GIs the AI can see. Tag a GI with a new Exposed to MCP checkbox; only tagged GIs are discoverable/queryable. Until you configure it, the assistant can't b

Hi Community,Is anyone else experiencing this issue with the Acumatica Welcome landing page? We are seeing this across all of our members.Cheers,RJ

In the past few weeks we’ve had two different users report the same issue.  Of course, we can’t duplicate it.They are reporting that, when they have a sales order with lines marked for PO, and they create the purchase order using the “Create Purchase Order” option/screen, the Vendor location selected for the items is not always the default vendor location for that item.  When it’s not, the system seems to randomly choose a vendor location, sometimes locations that aren’t even set as the default location for any product.Since we can’t reproduce this, I’m leaning toward user error, but I’m curious if anyone else has experienced it.

Hi everyone!Wanted to see if anyone in the community has experience using Appify alongside Acumatica, specifically connecting or integrating the two systems in any way.We’re working with a company that currently uses/has experience with Appify, and I’d love to hear if anyone has successfully connected it with Acumatica, what that integration looked like, and any lessons learned along the way.Any experience or insight would be greatly appreciated. Thanks!

Just curious to see if anybody started to use Acumatica Survey from Github? If so how has your experience been so far? If you haven’t why not? If you like to learn more ask a question here.

Update Stock Item Attributes When Last Cost Is ChangedI need help creating a Business Event / automation in Acumatica for the following requirement.RequirementWhen the Last Cost of a Stock Item is updated from:Stock Items → Price/Cost tab → Last CostI want to automatically update two attributes in the Stock Item → Attributes tab:Attribute ID Attribute Value ILANDEDCST Cost Landed Cost IMARGIN Cost Margin The values for these attributes are currently available through a Generic Inquiry.Expected Process User updates Last Cost on the Stock Item. The Business Event should detect that the Last Cost has changed. The Business Event should trigger an Import Scenario. The Import Scenario should update the corresponding attributes on the Stock Item: Attribute ILANDEDCST Attribute IMARGIN The updated values should then be visible in the Stock Item → Attributes tab. IssueI have already created the Generic Inquiry and Import Scenario, but I am having difficulty getting the

 Hi TeamIn the Sales Order screen (SO301000), we have the Add Matrix Item popup, where the grid displays the quantity along with the UOM (for example, 10 EA).In the Classic UI, this UOM display was removed in the aspx.cs file using the existing SetUOMFormat logic.I’m trying to achieve the same behavior in the Modern UI. I found that the relevant logic appears to be in the SO301000_AddMatrixItems TypeScript file, specifically within matrix-grid-manager.However, I am unable to extend or override this file from the development folder.I’ve shared the relevant base code files below for reference.import {  IGridColumn,  handleEvent,  CustomEventType,  RowCssHandlerArgs,  CellCssHandlerArgs,  PXViewCollection,  QpGridEventArgs,} from "client-controls";import { AddMatrixItemsBase, EntryMatrix } from "../../../IN/common/matrix-items/panel-add-matrix-items/panel-add-matrix-items";import { SO301000 } from "../SO301000";import { MatrixGridManager } from "./../../../IN/common/matrix-items/matrix-gr

Hi, I am creating an import scenario for import bank transactions screen to import a csv file as my data provider. I was hoping to get answers to a couple of questions below please.In my csv file, I have a Beginning and Ending balance column which I think is wrong because you only enter them once in the UI. You don’t enter them line by line. How should I include my beginning and ending balance in my CSV file?    CSV file with Beginning and Ending Balance  In the above screenshot, the Amount column goes to positive and negative goes to disbursement. I’ve attached my import scenario. However, it is giving me an error below.    

I have enough stock item to adjust but after releasing it show the error message about

EnvironmentFails on: Acumatica 2026 R1, build 26.100.0175 Works on: Acumatica 2025 R2, build 25.201.0213 ISV solution split into three customization packages, published in this order:Package Level FusionWMSBasic 99 FusionWMSAdvanced 100 FusionWMSOptimization 107 What happensOn a clean 2026 R1 instance (nothing published yet), uploading the FusionWMSOptimization package on the Customization Projects screen (SM204505) fails immediately with: Error during file upload: Object reference not set to an instance of an object.This happens at import time — the project is never even created, so we can't get to Publish.Workaround that works: publish Basic and Advanced first, and only then import Optimization. After that, the import succeeds normally.Stack traceThe browser only shows the message, but importing the exact same ZIP through POST /CustomizationApi/Import returns the full trace: System.NullReferenceException: Object reference not set to an instance of an object. at Customiz

Hi all, I am looking for a way to merge all the attachments for the transactions (for e.g., and AP Bill) showing up on AP Edit Detailed report into a PDF and link it on the same report against respective transactions. Please let me know if you have any suggestions/ alternatives for this. Appreciate your time!

I’m looking for a couple of fields in the construction project portal:Customer Project Contact in Construction (which would pull from Customer Contacts) With the ability to have that contact flow through to invoices/change orders etc. Customer Reference Number for Projects. Again, we have a built out user defined field to capture this. But the reference number does not automatically flow through to billing.Has anyone else noticed the lack of these fields? Is everyone creating User defined fields? I’m just surprised these fields do not come standard ‘out-of-box’

In case we have:A store on eBay that we connect to from Shopify using Shopify Marketplace Connect App.  Our Shopify Online store Acumatica ERP.Will we be able to connect to our eBay Store via the native Shopify Connector and synchronize our product listings between both Shopify and eBay stores i real-time using Shopify Connector for integration with the ERP?

Hi everyone,I’m reviewing the documentation regarding the Multiple Base Currencies feature. It states that Retail Commerce is not supported when Multiple Base Currencies is enabled.I would like to clarify the practical impact of this restriction.If a company operates in multiple countries with different base currencies and requires the Multiple Base Currencies feature, does this mean Retail Commerce (Shopify, BigCommerce, etc.) cannot be used in that same tenant?In that case, would the recommended approach be separate tenants per country?I’m also trying to understand whether there is still value in enabling Multiple Base Currencies for a company that plans to use Retail Commerce, or whether the two features are fundamentally incompatible within a single tenant.Any insight on best practice architecture for multi-country companies using eCommerce would be greatly appreciated.

I am working on a simple Import Scenario that was previously functioning as expected. However, I am currently unable to update a multi-select attribute through the Import Scenario.I can update and select multiple attribute values manually without any issues, but the same values are not being updated when processed through the Import Scenario. I have tested using both the Value ID and Description, but neither approach is updating the multiple selections.Could you please advise if there is a specific format or configuration required to import multiple values into a multi-select attribute? 

I’ve converted a custom screen with a couple of grids. There is a parent-detail relationship with the grid.I have an action button that will print a report and the underlying code will pass values from the current highlighted detail line grid.In Classic UI it works. In Modern UI it doesn’t.The action code is as follows:public PXAction<NLABCBulkHeader> PrintSerialReport;[PXButton(CommitChanges = true)][PXUIField(DisplayName = "Packing List", MapEnableRights = PXCacheRights.Select, MapViewRights = PXCacheRights.Select)]public virtual IEnumerable printSerialReport(PXAdapter adapter){ NLABCBulkHeader row = this.Header.Current; NLABCBulkDetail line = this.Details.Current; PXBaseRedirectException.WindowMode windowMode = PXBaseRedirectException.WindowMode.NewWindow; Dictionary<string, string> parameters = new Dictionary<string, string>(); parameters["OrderNbr"] = row.OrderNbr; parameters["FromPallet"] = line.PalletNumber; parameters["ToPallet"] = line.PalletNumber; v

We are excited to announce that we are entering Managed Availability for our Modern Customer Portal initiative! We are looking for early adopters to explore the new features in a sandbox environment beginning with 2025 R2.The steps to sign up are listed below and are also available in the Managed Availability program details.If you would like an overview of the Modern Portal, please refer to the link below:2025 R2 Release Notes – Modern Customer Portal starts on page 139 The 2026 Acumatica Summit Customer Portal Presentation is attached to this postEnrollment InformationTo ensure a successful, high‑quality experience, participation in the Managed Availability program is limited. During enrollment, an Acumatica team member will review your use case and confirm whether it aligns with the program’s scope.Customers:Please complete the eligibility survey by February 13th. Contact your Acumatica partner and provide: Details describing which areas of the Modern Portal you plan to use and prov

***so on the worksheet pick list, some of the shipment nbr do not produce any data after Run Report****the status are completed already ***some of the shipment works in the worksheet pick list 

Hi Partner,I want to ask. how to change the Chart of account currency from IDR to non-IDR? Our customer wants all the chart of account contain all currency (IDR, USD, etc). But how to setting in Acumatica? Because as I know we must choose one currency in chart of acacount for connect to cash account Will be grateful for your solution. Thank you 

Hi,I’m trying to build a new Generic Inquiry to view my approvals instead of using the existing Approval screen.I’ve tried adding multiple screens as navigation links because I would like to open the relevant documents directly from the GI. However, it is not working as expected. Currently, all documents are opening through the Bills and Adjustments screen, resulting in a blank screen when the document belongs to a different screen.Is there a way to configure multiple screens as navigation links and have Acumatica open the appropriate screen based on the document type?  

Hi everyone,One Subcontract may need to be billed multiple times. Currently, when creating an AP Bill from the Subcontract, all applicable lines are transferred to the AP Bill. We then have to manually delete the lines that are not included in the current payment.We would like to allow users to select which Subcontract lines should be billed before creating the AP Bill.Is there any way to achieve this through Acumatica configuration/customization tools without writing code? Thanks :)

Hello all,Recently while implementing Punchout feature for Acumatica for a customer, the users showed us how they utilize the replenishment functionality to create multiple orders for different vendors.While designing the Acumatica feature we focussed only on the Vendor site connection and bringing CART back into Acumatica and create either Requisition or a PO for approval and then sending order directly to Vendor.Now this replenishment order creation caused us delay in our implementation. So the question is how many of you actually use this feature to create orders. If you use “PUNCH OUT” feature how useful this feature to you to place orders directly from replenishment to approved Vendors?  We would like to hear this from the users who are heavily purchasing and have to either entry in Acumatica and then the vendor order site or sending the PO to their order system via email. We appreciate your feedback as this helps us plan and address this issue better. Thank youVivek Vemunoorivive

Hi, I’m working with a PXSmartPanel containing two grids. And i have condition that whenever Qty is less or equal to zero or serial/lot nbr isnt filled in when needed, then the dialog shouldnt close, ok button become disabled so user can fill the necessary fields and only then then button can be enabled. The button only becomes disabled when some of the fields with CommitChanges=true are updated. And if i hit the button at first when its still enabled, an error/exception occurs:Here’s the button: <px:PXPanel ID="PanelPromptSummaryBtn" runat="server" SkinID="Buttons">     <px:PXButton ID="PromptSummaryOk" runat="server" Text="OK" CommandSourceID="ds"         DialogResult="OK" CommandName="promptSummaryOk">     </px:PXButton> protected virtual void _(Events.RowSelected<TPrimary> e){    TPrimary row = e.Row;    bool validationResult = PromptValidateData();    PromptSummaryOk.SetEnabled(validationResult);}and also  protected virtual void _(Events.RowSelected<EPTi