Discussion Forums

Hi all,Is there any possibility to assign the Inventory Management method to FEFO (First Expiry, First Out)?Thanks in advance!

Hi - in MYOB Acumatica Pay Details screen, how do update second line ‘Payment Summary’ to untick the ‘Use default email address’ and tick the ‘Use Personal Email’ in import scenario?I’ve tried IIf statements without success, so I just updated ‘Payslip’ line in the meantime.How to untick Use default email address and tick Use Personal Email insteadMy import scenario 

Hey, gang - Running into an error and it isn’t clear where it’s coming from.  I’ve got 3 separate deductions that produce this error when I attempt to process liability bills. The corresponding account is NOT associated with an account group, so it’s not obvious why I’d be getting a project error. To make things a bit muddier, I’ve got a similar deduction that affects the tax calculation, uses the same account but DOES NOT result in an error.This is 25R1, so the Require Single Project per Document field is no longer available in AP Preferences. FWIW, the deductions in question are only used for one employee.  Any ideas on where the error is coming from?  Thanks in advance!

Has updating system DLLs used by Acumatica and adding binding redirects been a problem for anyone?   I’m considering updating and adding the following:<dependentAssembly>  <assemblyIdentity name="Microsoft.Bcl.Memory" publicKeyToken="cc7b13ffcd2ddd51" culture="neutral" />  <bindingRedirect oldVersion="0.0.0.0-10.0.0.0" newVersion="10.0.0.0" /></dependentAssembly><dependentAssembly>  <assemblyIdentity name="System.ClientModel" publicKeyToken="92742159e12e44c8"culture="neutral" />  <bindingRedirect oldVersion="0.0.0.0-1.4.0.0" newVersion="1.4.0.0" /></dependentAssembly><dependentAssembly>  <assemblyIdentity name="Microsoft.Extensions.AI.Abstractions" publicKeyToken="31bf3856ad364e35" culture="neutral" />  <bindingRedirect oldVersion="0.0.0.0-10.0.0.0" newVersion="10.0.0.0" /></dependentAssembly><dependentAssembly>  <assemblyIdentity name="Microsoft.Extensions.AI" publicKeyToken="31bf3856ad364e35" culture="ne

Hi there,We’re on 25R2 and trying to use the Employees page’s History tab to track employee Position, Start and End Dates, Termination Reason, etc.For the Position field when I choose one of the available options it accepts it, but when I add a Start Date it throws and error about the Position field: “Error: An error occurred during processing of the field Job Title value Engraving Expo Error: Job Title 'Engraving Expo' cannot be found in the system.”It’s not the biggest deal in the world, but we would like to use this page if there’s an easy fix. I’ve tried in both Modern and Classic UI, fwiw.Thank you!Jon 

Looking to see if anyone else has come across this error in business events:This is the first time I’ve run across it, and it shows up when I click on an existing business event, or when I try to select the screen in creating a new business event. Our current business events seem to be running without issue I just can’t access to make changes or create a new one. Our partner is opening a case with Acumatica, but I thought I’d reach out to the community as well for answers/suggestions. We’re in 24R2 with a few weeks to go before we are ready to upgrade. On a side note, the error does not occur in our 25R2 sandbox. Thanks! 

I have created a 25R2 Modern UI instance, added all 25R2-related dependencies into the automation framework, and created wrappers for CS201010 using 25R2 (ClassGenerator.exe.config). However, when I run the automation test script, the automation report shows errors, such as the “Add” button not being present, even though it is visible in the UI. 

We have just upgraded to Acumatica 2025R2, and we know Classic UI will be completely deprecated in 2026R2.After checking with the community, we confirmed that for the same screen, all users must use either Classic UI or Modern UI uniformly; it is not supported to have some users on Modern UI and others on Classic UI for the same screen.Our original plan was to roll out Modern UI gradually: let a small group of tech-savvy, quick-learning users adopt Modern UI first for testing, while all other users stay on Classic UI. Since this approach is not feasible, we would like to ask what is the best migration strategy?Is the only viable option to switch screens one by one gradually ?Our actual situation: many of our end users are older, slow to adapt to interface changes, and resist any layout adjustments. Even moving a single button’s position will lead to complaints from users. We need a smooth, low-resistance migration plan.Please Advise.

Has anyone ever been successful importing the postal codes. I understand Acumatica has the option to upload the postal codes like it does for Journal transactions, but I would like an import scenario to upload the postal codes based on each tax zone. It takes a long time to do it the way Acumatica has it setup. Thaanks

I have an issue where clicking grid toolbar buttons (such as Add, Reload, or Delete) causes the page to scroll back to the top.On my screen, I have several panels located toward the bottom, each containing grids. When I interact with the toolbar buttons in these lower grids, the page unexpectedly jumps to the top instead of staying in place.Has anyone encountered this behavior or knows how to prevent the page from scrolling to the top?

We have recently upgraded to 2025R2. We found that once any user clicks Switch to Modern UI on the same screen, it prompts that the change will apply to all users. Is there a way to let only the individual user use Modern UI, while all other users continue to use Classic UI?

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share Exciting News - Upcoming CRM Webinar!Don’t miss our upcoming CRM webinar:  Maximize the CRM Advantage: Streamline Sales and Operations.  Please join ​@MichaelBradner55 and ​@Tara H on Tuesday, May 19th at 1p EST to learn all about leveraging Acumatica CRM to:Streamline your sales process Improve customer engagement and retention Gain valuable insight to inform your business decisionsWhether you’re an existing CRM user or curious about adding it on, feel free to sign up here.  Hope to see you there!  Last chance — Customer Onboarding Program first cohort starts May 4Three days until the first cohort of The Acumatica Customer Onboarding Program kicks off.If you've been me

I have an excel file that has our external payment reference numbers and our acumatica payment reference numbers but I’ve been unable to successfully import these onto a bank deposit. I’ve been using a mash of 2 older import scenarios with varied success. I can create the bank deposit no problem but adding the payment lines is where I fall short. Here is my latest import scenario version. The Action Save line is on the bottom and not showed in the screen shot. XML attached.  

The goal of this example is to show how you can extend the functionality of any screen in Acumatica without writing a single line of code.  Requirement: Add a button to the Lot/Serial details screen to check if the lot is going to expire in 60 days, and if so, mark it as Short Dated. and calculate number of days left before the lot expiresPrerequisites : Create two attributesShortDated: SHORTDATED → Type Checkbox Days to expire: DAYSTOEXPI → NumberImport LLM Prompt: xml attached This is the prompt used   ## Context InstructionsYou are an AI assistant working with Acumatica ERP data. You are an inventory expert evaluating inventory lots and deciding which one is short dated## Instructions with Input Data  -InventoryID: ((ItemLotSerial.InventoryID))​  -LotNumber: ((ItemLotSerial.LotSerialNbr))-Expiration Date: ((History.ExpireDate))-Todays Date : ((GeneralInfo.BusinessDate))-Use input data and calculate the following1-Use Todays date minus expiration date2-If number of days less than 60

We’ve been working with a few manufacturing shops on Acumatica and keep seeing the same pattern:Dashboards take weeks to stand up — mostly because everything runs through Generic Inquiries. Not hard, just time + iteration.Meanwhile the shop floor is asking pretty simple questions:who actually clocked in and is working right now are we going to miss shipments this week what material is supposed to arrive next weekSo there’s this gap between what’s technically possible and what’s actually usable day to day.Curious how others are handling this:Are you building GIs internally or relying on your VAR? How long does it usually take to get something usable? Any shortcuts you’ve found to speed this up?We ended up building a few simple dashboards outside that answer these directly, and they get used daily — happy to share if useful.— Alex

We are currently on version 2025 R2.  We are having an issue where Inventory is released when a Sales order is Invoiced.  However, we need that to happen when Shipment is confirmed.  We have verified that the check box “Automatically Update IN Documents” in Sales Order Preferences is Checked.  We have also looked at the workflow in the customization of the sales order screen but haven’t gotten anything within there to work.  Has anyone had this issue before?

Hi All , I am trying to update packaging details for existing Stock Items using an Import Scenario on the Stock Items screen. and getting error “Value cannot be null. Parameter name: key.’Data being updated:Weight Volume Length / Height Commodity Code (International Shipping) Commodity Name (Pacejet Packaging)All items already exist in Acumatica.I followed below steps: Step 1: Prepare Your Data FileStep 2: Create a Data ProviderStep 3: Configure the Import Scenario Step 4: Prepare and importI also tried adding Package code mapping with  box id . getting error like 5 items missing value . and also tried to make inventory ID Key on Data Provider gives same error .   

Why are some DLLs that are referenced by a DLL I’m creating not on the list when I attempt to add them to the customization?  Others are there.  System.ClientModel, for instance, doesn’t appear in the add files list, yet Markdig does.  How does Acumatica decide which DLLs are in the Add Files list?DLL Solution: 

I have noticed that Acumatica’s implementation of Aurelia 1 relies heavily on the @autoinject decorator for doing dependency injection into the Modern UI code. My understanding from the Aurelia developers is that this @autoinject decorator will not be browser compliant as of tc39 (https://tc39.es/). Individual browsers will have different timelines for dropping pre-tc39 support, but the generic issue here is that at some point this code will no longer be browser-compliant and will not run in future versions of major browsers.It seems like before a ton of development effort is put into building new customizations and front end screens that rely on Aurelia 1, there should at least be some discussion of whether the future here is to move to Aurelia 2?

Hi Everyone!I am in the process of pulling apart the Related Items functionality and putting it back together to try to understand some issues that we are having with the Related Items popup on sales orders.The first issue is that not all tabs are displaying on the Add Related Items popup on classic UI, but they do show up on Modern UI. However, even then, the data does not populate correctly. This may be due to a volume of data issue, which we should be able to fix with a custom override to force a refresh of the query cache.As a note, we anticipate having hundreds of related items for many of our most-sold items. The backend management of this is more my strength and has largely been implemented, but it doesn’t exactly help us if the users cannot access the data conveniently.Stranger still, after unpublishing all customizations on my local development instance, the Related Items functionality on Sales Orders does not function at all (see screenshots, if they manage to upload). Even w

Payment has been made so status of the invoice and memo should be closed. The ‘Pay’ button is still enabled. I want to complete the project but this is preventing me from doing so. The application tab on the invoice shows a payment line of closed status.

Hi, I'm having trouble in the report designer, maybe someone can help me ? I have created an SQL view in the database and tried to display it in the report, but only 1 data appears in the report, even though when I query select in the database there is a lot of data that appears.  

Our system is set up to send the buyers a copy of the approved PO once the approval route has been completed. It is a regular occurrence that the PO received from Acumatica will be blank. There does not seem to be any reason, it fixes itself, and then happens again. Is there any way to keep this from happening?

I’ve created a very simple customization that simply attempts to populate a richtext box on a button click.  The box renders as a white area without the richtext box header, which I’m fine with.I’m getting a “undefined: Cannot read properties of undefined (reading 'getvalue')” message as a popup.  Others have had this in the past (question from two years ago is the same).  I’ve tried the suggested solution without success.Here is my current ASPX code for the control...      <pxa:PXRichTextEdit AllowImageEditor="False" AllowInsertParameter="False" AllowLinkEditor="False" AllowNull="True" Required="False" ID="CstPXTextEdit5" runat="server"             Style="z-index: 113; border-width: 0px;"            AllowAttached="true" AllowSearch="true" AllowLoadTemplate="false" AllowSourceMode="true"            DataField="Answer" Width="800" Height="900">            <ContentStyle BorderStyle="None" ></ContentStyle>            <AutoSize Enabled="True" ></AutoSize>     

We have 2 phantom subassemblies after the same operation that are created by the configurator. We are trying to control the order that the added operations are in, but can’t figure out how the system is ordering them. We tried reversing the sort order of the features, reversing the actual feature line numbers, changing the alphabetic order of the feature labels, even reversing the alphabetic order of the work centers. Does anyone know how the system determines the order of these added phantom subassemblies?