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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?

Hi all,Noticed this when working with a customer this morning.There appears to be a general Microsoft fault that is affecting at least a percentage of customers. Currently, customers may have problems reaching the Outlook Sideload button:https://aka.ms/olksideload  Github thread discussing the problem is here:https://github.com/OfficeDev/office-js/issues/6625 This is not an Acumatica fault, this is a Microsoft fault, which is preventing the "Add-ins for Outlook" dialog box from loading. Mentioning here incase it saves anyone else time before Microsoft get it patched, apparently they’ve broken it twice this month.

Our customer is trying to sync orders with Shopify connected to TicTok.  The orders from TicTok are fulfilled by TicTok (similar to Amazon FBA process).  With only one Acumatica Shopify connector, the orders are coming in as standard sales orders not SO IN orders to be able to process the standard Shopify orders.My plan is to setup a business event based on a GI that detects any new FBT (fulfilled by TicTok) orders and run an import to run the Quick Process action.  I need some help getting the Import Scenario configured.  I have tried several variations on the mappings but have not had any success.  The default settings when the Quick Process action is initiated are satisfactory instead of setting the date and warehouse. The current error message is ‘The Save button is not enabled’.  Thank you in advance for your time and support,John

Hi All,I came across a situation where I see Acumatica changed quantities based on applying a filter to a column within the Transaction History. When I apply a filter on "Tran. Type" to only show adjustment, it changes the ending quantity amount. It seems to remove the 10/2/2025 issue transaction from the math. I am not sure why it changes the math. It should only change which types of transactions are viewed correct?  Does anyone have any ideas what is going on here? Thanks

Hi Acumatica Team,Related to Acumatica Artificial Intelligence how can I habilitate the AI Acumatica Assistant button or features AI in 2025v1, I see in the demo videos that appear this botton, but in my Acumatica I cant see this feature:Thanks,

Hi,I am trying to create a Business Event which send Email and trigger via Automation Schedule. Issue:-Automation Schedule is running But Business Event is not triggeringBelow are the details for the Business Event  

After upgrading to Acumatica 2025R2, some of my users started experiencing random slowdowns. Each week, one or two users report performance issues, but when I check the PCs and the server, neither is running at full capacity. I’m not sure what’s causing it

Hi everyone,We have a custom portal integrated with Acumatica, where customers can place orders and select Credit Card as their preferred payment method. These sales orders are then created in Acumatica via API.We’re trying to understand the best way to ensure consistent behavior on the Sales Order:If Payment Method = Credit Card, we want the system to automatically apply Payment Terms = “Credit Card” (which has 100% prepayment required) This should result in the order going to Awaiting Payment and triggering pre-authorizationBefore going the customization route, we wanted to ask:Is there a standard way in Acumatica to default or override Payment Terms based on Payment Method? Has anyone implemented similar logic using Automation Steps, Business Events, or configuration? Are there any recommended best practices for handling CC-based web orders coming from external portals?If this cannot be handled natively, we are considering passing Terms explicitly via API, but would prefer a standar

Is there a way to display formatted markdown text in Acumatica?  I can get html or markdown results from the API that I’m calling, but don’t know how to display the results to the user.  

Is there a way to find the quantity of a stock item issued to a production order? As it stands, once the raw material is issued to the job it no longer exists in inventory, however we always over-issue material and need to account for the over-issue when ordering more raw material.  We may have 15-20 production orders with material issued at the same time so going one by one would be inefficient.  I would assume there is some sort of WIP location that stores this data but I cant find it.