Discussion Forums

I am working on extending the Customer Location screen (AR.30.30.20) and need to add an Attributes tab similar to the one available on the Customers screen.Attributes derived from the customer class by customer. But value set in Customer Location screen

I have a custom field called UsrAlternateIDs which is added to the InventoryItem DAC. It is used as a separate way to search for IDs while using a selector on certain screens. This is how it is added to a screen as an example: This is done because I would like when the user types in in the selector it will also filter on this custom field. It’s already added to the selector grid and if you click on the selector’s magnifying glass it filters as I would like (this works both in the Classic and Modern UI): I would like to do the same filter without the user having to click on the magnifying glass to filter the item like it does on the Classic UI: In the Modern UI I can get the selector to work if you click on the magnifying glass: But it doesn’t if you just search without opening the selector’s grid: This is what I’ve tried to do which doesn’t seem to do much. Does anyone have any thoughts on how to best update this Classic UI functionality to Modern UI? Or should I do this a different wa

I am trying to generate a wrapper class (using ClassGeneratorForModernUI) for the ‘Companies’ screen (ScreenID = CS101500) for my automated testing, specifically adding support to run my tests in modern UI. When I try to do this, I get the following error in the GetScreensAsync method when calling the ‘response.EnsureSuccessStatusCode()’ line of code : "{\"title\":\"No container found for view `Taxes` in the Screen Schema for screen. Probably for the HTML element 'QP-GRID' with the Id 'gridTaxes' provided View Name is not declared in the TypeScript ViewModel.\",\"status\":500,\"traceId\":\"00-a0c78e6ac7d5d2392ff4be275189e8a7-c5d9514ac8bd0709-00\"}"This is a fresh acumatica instance with no customization projects published. I’m not sure if this is an existing bug or if there is a setting/feature I need to enable.

"In 25R1 how do I get Cash Received by Project in a GI? AR Payments have no Project ID field. Do I join through ARInvoice?"

Our customer has segmented subaccount numbers. They wish to do a search on the account details screen with a partial segment that will pull all subaccounts with that partial. Is it possible to use a lookup field for segmented numbers?  See screenshot below. 

If an item is received under the correct unit cost, specifically due to landed cost errors, would the best way to correct this is to do an adjustment referencing the receipt number, and adjusting the extended cost of the item? I thought that would be the best way to do this but when I tried in our test tenant I noticed that the cost layer for that item/receipt combination did not change. 

Is there a way to map a value to the Location Billing address in Shopify? I noticed Acumatica Locations don’t have billing info.Alternatively, if I use a Parent/Child customer model in Acumatica (instead of multiple locations) is it possible to map the child customer to a Location in Shopify? 

"In Acumatica 25R1 Generic Inquiry, where do I set SUM aggregate for dollar fields? My Grouping tab only shows Active and Data Field columns."

I have a customer that would like to automate the creation of service orders from orders with a ‘Quote’ behavior using a Business Event with an import.For example, the RJ type order below is set up with the ‘Quote’ behavior. We need to copy this quote to a SV type order with an import. The import scenario is shown below as well. The import runs, but the new service order is not created.What are we missing? Is this possible?  

Hi all,I’m on 2025R1, using Production Order Maintenance, When I release materials for a Production Order linked to project 9795(Track by Project Quantity and Cost), Material Wizard 2 opens but shows no components, even though the Critical Materials screen shows enough on hand quantity for the production order. Release Material works fine for another project (9299-001- Track by Location). I verified the BOM and warehouse setup. Any ideas why this happens or what setting I might be missing? 

Hi, We are looking for Acumatica customers and partners interested in participating in the Beta program for AcuBot.AcuBot is an intelligent Acumatica assistant designed to help users find answers to configuration and process questions in natural language.Key capabilities include:Guided assistance for common Acumatica tasks Reduced dependency on support teams for routine questions Faster onboarding and user adoptionWe are seeking a small group of Acumatica customers and partners to provide feedback and help shape the product roadmap.If you are interested in participating in the beta program, please reply below or contact us directly.Thanks, Ashish

Since upgrading to 2025 R1 (build 25.201.0213.2), 0VPN cross-reference entries no longer resolve on transfer receipts in Receive and Put Away. Standard PO receipts work fine. Typing the inventory ID directly works, and adding a BARCODE cross-reference also works, so it appears the transfer receipt path is filtering out 0VPN as a valid lookup type.This worked before the upgrade. Has anyone else seen this or is there a known fix?

We have an scenario, where a customer they want to consider Project related Stock on MRP demand planning.For example, consider an item with a demand of 100 units and an available stock of 50 units, but this stock is tied to a project layer. The customer expects that any stock on a project layer should be excluded from standard MRP calculations.Additionally, there is another project-specific demand of 70 units for the same item. Since there are already 50 units available on the project layer, the system should only suggest purchasing the remaining 20 units.We understand that this functionality is currently not supported, but is there any plan to incorporate such logic in a future release?

Hello all,How can I add line level discount codes aitomaticall if i’m importing Sales Orders. At present they arent getting automatically added.

Hi  I am looking for a suggestion to include backorder items in the shipment confirmation report, Any suggestions?

I am currently working on an integration where I need to extract data from various tables in Acumatica. Right now, my process heavily relies on using OData via Generic Inquiries (GIs) or configuring Contract-Based REST API Endpoints.While this works, it is becoming very inconvenient and hard to maintain. Every time there is a new requirement to get data from a new table, I have to go back into Acumatica, create a new GI (or add the table to an existing one), expose it, and publish the project.I am looking for a much more dynamic approach.My ideal scenario is to have a single API setup where I can just pass the target Table Name (e.g., SOOrder or InventoryItem) and the Fields I want to retrieve as parameters in the request, and have Acumatica return the data. I want to build/configure it just once and use it universally for any table in the future.Has anyone encountered this requirement before? Is there any alternative approach, hidden feature, or a more dynamic solution to achieve this

I don’t see documentation for how Acumatica’s rich text field editor functions. Where could I find that?

Hi everyone!I’m trying to apply this patch 26.100.0175-2 but after begining the Starting UI compilation, this error comes up: [16:55:41 INF] Starting UI compilation[16:58:04 ERR] build failed with exit code 2 in C:\Program Files\Acumatica ERP\Demo26R1\FrontendSources\screen[16:58:04 ERR] build stderr:[webpack-cli] Failed to load 'C:\Program Files\Acumatica ERP\Demo26R1\FrontendSources\screen\webpack.config.ts' config[webpack-cli] webpack.config.ts(24,8): error TS2307: Cannot find module 'build-tools' or its corresponding type declarations.webpack.config.ts(28,8): error TS2307: Cannot find module 'build-tools/logger' or its corresponding type declarations.webpack.config.ts(31,8): error TS2307: Cannot find module 'transformers/logger' or its corresponding type declarations.webpack.config.ts(34,31): error TS2307: Cannot find module 'transformers/constants' or its corresponding type declarations.I ran the get npm run getmodules and it created the build-tools folder inside the FrontendSourc

Hi, please help me fix my import scenario in AR Import Invoice, I need it to work to be able to upload with multiple lines or inventory id.Here is my import scenarios XML.

I’m looking for cause or explanation on why DeviceHub would duplicated a print job The system is set to poll every 30 seconds and yet it finds the same document at 8:20:38 and 8:20:45 and processes both   

We have Advanced Kitting in Acumatica.But when I try to drag and move the Kit Lines, I am not able.I have a sales order with 3 Kits on it, many other items and the customer wants to change the top Kit item. Payments are already applied to this sales order, many items, it would take a long time to change. This happens often.  See video VideoAny idea how I do this? 

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 Join Us! Last Call to Register for June's Free Cohort Onboarding ProgramHelp your team build confidence in Acumatica faster with our new Customer Education Cohort Onboarding Program, a structured 21-day learning experience designed to accelerate adoption and improve user readiness. Acumatica Community Webinar - Customizing Acumatica Without A Developer II: Vibe Coding With Copilot - May 27, 2026 - RecordingHave you needed to customize something in Acumatica but didn’t feel comfortable doing so? This session builds on Customizing Acumatica Without A Developer session 1 (that covers how to utilize the low-code/no-code capabilities of Acumatica).  If you’re comfortable wit

Has anyone modified the AIA report to allow for parameters?  Also, can a modified report be set up on the project>mailing & printing tab to be the default format?

We are trying to create Lot/Serial Allocations for a Manufacturing Move Transaction through the Contract-Based REST API.Environment:Acumatica Manufacturing 24.200.xxx Move Entry screen (AM302000) Lot/Serial tracked finished good Custom endpoint exposing MoveEntry and Generate actionScenario:Create a Move Transaction successfully through REST API. The transaction line is created with: Quantity = 2 LotSerialNbr = blank Allocations = empty In the Acumatica UI, the Generate Lot/Serial Numbers button is enabled and works correctly. However, when invoking the Generate action through REST API:POST /entity/{endpoint}/MoveEntry/Generatewe receive:PXActionDisabledException: The Generate button is disabled.Investigation:The Move Transaction is in Balanced status. Hold = false. Quantity exists on the transaction line. Allocations are empty. LotSerialNbr is blank. Generate button is enabled and executable from the UI. The exception occurs only through Contract-Based REST API.Questions:Is creatio

We recently purchased DRP (not MRP). We buy items in nested sets from our vendors. We need the individual items out of the nested set (disassembly), not the other way around. For example, if Item A is out of stock, we need to buy a nested set that contains Items A, B, and C. When we receive the nested set, we do a disassembly to break it into the individual items. We've already explored setting Source = Kit Assembly on the individual items, but that plans an assembly — consuming components to build the kit — which is the opposite of what we need. We need DRP to recognize that our individual items come FROM disassembling a purchased kit, not the other way around. Is there a way to handle this in DRP? How are others managing nested sets or bundled imports that get broken down for individual sale?