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Hi All,I am currently setting up a QR code that can link directly to a Fixed Asset ID.At the moment, the QR code works when I use the fixed screen link only, and I can access the FA screen successfully. However, when I concatenate the FA ID field into the link, the QR code no longer works.Could you please advise if there is any specific configuration required for this? I would like to know if I am missing any setup or if the link format needs to be adjusted.It works with the screen link only, but it does not work after I add the FA ID field.Thank you.

I’m running into a strange issue where I have a customization project targeting PO screens with multiple purposes - some validations to prevent certain combinations of projects and subaccounts, and another to unlock certain fields like descriptions and such while the po is in pending approval status. When I publish this project on my local dev environment, all works great (no other customization projects installed). When I publish this exact same project on a client’s cloud environment, the validations work but the field unlocking under pending approval status does not. Both environment have exactly the same version and patch deployed (2026R1 Patch1). I’ve unpublished all other customizations and only published this project in both environments, and the same happens. In the dev environment, everything works as expected in both classic UI and modern UI. In the cloud environment it does not work in either. This customization used to work in 2025R1 on

Hi everyone, could you share your experience on how to find performance issues? For example, code logging, it could be event logs or method logs. Also sometimes I encounter high wait times and I don't know what it is and what could be causing it.Example of high wait timeThis one is more  stranger thatn first one.Please share your expericence, i will be very appriciated.

I'm migrating my Acumatica customizations from Classic UI to Modern UI and stuck on one critical part: extending the radio button list in the "Calculate Pending Prices" dialog of the Sales Price Worksheets screen (AR202000). In Classic UI, I added 2 custom radio options (Last Cost + Amount / Avg./Std. Cost + Amount) to the "Price Basis" list in the "Calculate Pending Prices" dialog, and it works fine.After switching to Modern UI, the new options don't show up in the dialog. How can I make my custom radio options appear in the Modern UI dialog?Thanks! 

I made customizations to the Shipment and SOShipLineSplit screens in Classic UI. Thanks to this posthttps://community.acumatica.com/develop-customizations-288/modern-ui-adding-custom-fields-to-line-splitting-grid-so302000-using-shared-templates-34079?tid=34079&fid=288I can now customize the line grid of the ShipmentLineSplit. But how can I customize the header section of the SOShipLineSplit panel? My requirement is to display the total quantity of the current split lines in a dedicated field.I successfully implemented this in Classic UI before, but I don't know how to migrate it to the new Modern UI — specifically, how to display my existing field on the new Modern UI page. The issue I'm facing is that in my old customization project, the Usrshippedqty field is defined in the SOShipment DAC. How can I display this field on the SOShipLineSplit panel in the new Modern UI? 

I have a requirement for the SO302000 (Shipment) screen. In Classic UI, I added a read-only display field at the top of the SOShipLineSplit (Line Details) popup to show the total quantity of all split lines.This field does NOT need to be stored in the database — it's just a simple display label for user reference.I have issues when migrating it from classic UI, but there is no need to migrate, if I can develop it directly in Modern UI.How can I implement this in Modern UI? I just need to show a calculated total qty field on the popup header.

We have a Role that requires the ability to release inventory transfers. To all indications, I have set the Security Access appropriately. However, the green RELEASE button does not appear nor is there an option to Release in the 3 dots menu.  Originally, we removed the ability for this Role to release transfers, but we now need to restore that access. How do I restore the Release button?

Hello all,I have been trying to create a GI that will display the list of the customers whoes Customer class has an AttributeX added.How can I do so? I’m getting a bit confused in here as I tried to use AttributeX contains CustomerClass ID under Relations tab but no use.

The mobile App updated on May 14th. Ever since the update was pushed, we have been getting error uploading file. We have had the error in three different parts of the app: 1. capturing the appointment signature, 2: uploading appointment photos, 3: capturing expense receipts. We are using Samsung XCover Pro 7’s with latest Android version. Verizon is our cell carrier. Saw there was a similar bug 2 years ago after update. Any ideas how to fix this issue?

When “Send Documents in One Email” is used, Acumatica generates a single email activity that is associated with multiple invoices. Since this activity is shared across several records rather than tied to just one, it does not appear in the Activities tab of an individual invoice and is instead found in the overall email history.This means the Receivables team has no visibility, or proof, that an invoice was communicated to the customer. Is anyone using this feature and have you determined a way to track these activities on each invoice? 

Certainly we can’t be the only company using Acumatica that has this scenario.User A creates a quote and user B has access to the branch the quote was created on.  Both users have the ability to edit at the same time but user B selects SAVE first which causes “another process” error for user A and they loose their work.I saw another discussion that was closed so opening up a new one.  Workgroups wont’ work here, approvals are too heavy, neither would access or row level security.I would think that the Created By user could edit and give access to employees to edit but if one user is in a transaction and another users accesses it it would tell them who is editing the transaction so they don’t overlap.  Think shared Microsoft files with edit permissions.Thoughts?

Hello - I have also submitted this as a request for product development but wanted to ensure there was no way to perform this function.  We have various needs to be able to filter AP invoices processed by project, vendor, cost code, date, post period, etc…   and then extract the filtered results into a single PDF.  Our old ERP performed this function and it was extremely useful.  Currently we’re having to filter by various fields, then download/save the PDF’s 1 by 1.  It’s very time consuming.  As an example we have an environmental audit every year on our building.  We need to filter and provide all vendor invoices related to the purchase of certain material and well as permanent consumables used in order to provide to the consultants who perform the work.  it is terribly time consuming to download 1 by 1 then finally compile a single PDF with all images/invoices within.  If there was an “EXTRACT PDF” option where it would create a cover page of all invoices within, t

hi!our client needs to be able to track workers comp codes by task and employee.  they have a wage-tiered rate structure so depending on the rate of the employee, the WCC can vary. For example: Employees work plumbing tasks that have two different WCC codes depending on their hourly wage rate:- WCC 5183 (Plumbing Low Wage) applies when the employee rate is under $32/hr at 0.073981/hr- WCC 5187 (Plumbing High Wage) applies when the employee rate is $32/hr or above at 0.038358/hrThe problem is that Acumatica's WCC source mapping only supports Project/Task or Labor Item as triggers, neither of which is wage-rate-aware. ExaCTIME has confirmed they do not pass WCC codes or any wage-tier differentiator — timecards come over with Project, Task, and Hours only.We've looked at using labor items as the discriminator, but that doesn't work without ExaCTIME sending different pay codes. Employee-level WCC assignment won't work either since employees cross

This has floated around a bit over the years.  You install Acumatica on a local instance, and you include RabbitMQ.  Installation goes ok, or so it seems. However, when you try to access your local site, you get that dreaded message that RabbitMQ failed to load.  Or maybe after some updates on your system, it stops working.  What can you do?  Well, the simple “fix” is to comment it out in web.config, but there’s a catch!I was helping a colleague today with business events, and RabbitMQ being commented out (because it failed to load, and we took the easy route of web.config months ago) resulted in an error that MSMQ was not installed.  Sure enough, we don’t enable it as a feature on our local machines.  RabbitMQ was running as a service but failing with error when trying to access the website.  In this case, we uninstalled ERL and RabbitMQ, rebooted, deleted the last of the ERL(something) folder in Program Files.  Then using the extracted files of the installer package from th

Running Build 26.100.0175 The instructions have the following block:*Activity log*<foreach view="Activities">- Activity Type:((Activities.Type))- Activity Date:((Activities.StartDate))- Activity Summary:((Activities.Summary))- Activity Details:((Activities.Body))- Activity Incoming: ((Activities.Incoming))</br></foreach>Formulate the response in English. Use the activity details from the past 30 days, to provide the case full view. The response should include the below points only:The prompt shows the following without showing any of the activities that are on the case :*Activity log*Formulate the response in English. Use the activity details from the past 30 days, to provide the case full view. The response should include the below points only:

Is it possible to have two different Numbering Sequences to for Vendors based on the Vendor Class? For context, standard vendors have the auto-Number Sequence of V###### and our Customer vendors have alpha-numeric coding based on another internal system. We’ve historically just created the Customer with a manual Numbering Sequence then extended them to a vendor, then used an generic import to get the payment method on the Vendor.We’re trying to integrate the two systems so that when a customer is created in our internal system with the elected payment method then a new Customer Class vendor will be created with the payment information then a workflow will extend it to a Customer. Our hiccup is when we ran the code to create the vendor it gets created as the V##### naming convention. Our other potential solutions are:Create the Customer ID then the workflow to extend it to a vendor we lost the payment method on the Customer object when we tried this

Hello,I have a couple of questions regarding Purchase Order approvals in Acumatica.1. Approval by amount using Workgroups instead of specific usersFor Purchase Orders approval based on amount, I have configured an Approval Map with conditions.However, instead of assigning a specific user as an approver, I need to assign a workgroup that can approve these documents under the defined conditions.The goal is to avoid constant changes in approval settings and to ensure that if one person is absent, another member of the workgroup can approve the document. Is it possible to configure Purchase Order approvals using workgroups instead of individual users? If yes, what is the correct way to set this up? If not, what alternative configuration options are recommended to achieve this behavior? 2. Approval ba

Hello! We are looking to create an automation schedule for the create pick list screen. The problem we are running into is “Overall number of totes should be at least as many as number of shipments.” This error occurs when we specify a value in the Max Tote Per Picker field, and if there are more shipments in the que than the value specified in the field, we would run into this error. Our issue is that there will ALWAYS be more shipments in the que than what we specify. Our max needs to be 12, is there a way for the automation schedule to only process 12 records at a time? Meaning that only put 12 records on the picking worksheet, and then generate another picking worksheet for the next 12 records?We tried making the max number of pickers really large, which would solve the error message, but in this case ALL records in the que will be created in the same picking worksheet at the time automation is generated. We only want max of 12 records in one pickin

We have some items which we can stock ourselves or drop-ship to customers. When these items are drop-shipped, we would like to be able to change the Sales and COGS accounts to our drop shipping accounts. While we can change the sales account on the Sales Order for these items, we cannot find a location to overwrite the COGS account from the Purchase Order side of the process. It seems entirely driven by the Stock Items’ Posting Class, which is set to be the usual accounts as drop ship orders for these items are uncommon.Is there a way to specify the account of items on a Purchase Order/Receipt like there is on a Sales Order?

I have a requirement to disbale access on the complete order action on the Sales Order form for some users. I tried to set the access as Revoke on the Access Right By screen form. The path I followed is Access Right by screen > Sales Orders > Sales Orders > Sales Order > Compelete Order.Howver, Once I save the changes it will go back to the Inhertied status without revoking. How can I update this. TIA. 

Hi everyone, hoping someone can help me track down a strange issue with a business event sending duplicate emails for one vendor but not the other.SetupWe have a business event called PO Approved set to Trigger by Record Change, For Each Record, on the created Purchase Order Generic Inquiry (no grouping) screen. It has one subscriber - an email notification that sends the approved PO to the document owner.The trigger conditions filter by:New Field Value – Status = Pending Printing Or Pending Email Or OpenAndOld Field Value – Vendor ID = Vendor 1 Or Vendor 2Fields to Track includes both Status and Vendor (vendorID).The problemWhen a PO is approved for Vendor 1, the recipient receives two identical emails at the exact same time. This has happened consistent

I wanted to take a minute to share this with the community. If you have the following feature enabled on Microsoft Edge, it breaks the ability for Acumatica to export to excel ( the little excel buttons on every grid in the system ) if you are using Modern UI. Disable it and you can export to excel again.  

Release:    2026-4.51.0          Update: May 25, 2026 CanadaGlobal Tax Settings – Effective May 25, 2026Several Canadian payroll tax settings that were moved to Employee Payroll Settings (PR203000) in 25R2 are now also available on the Global Tax Settings tab of the Tax Maintenance form (PR208000). This restores the ability to configure default tax values at a broader level — eliminating the need to set them on each employee record individually.The following tax parameters are now available on the Global Tax Settings tab of Tax Maintenance (PR208000), in addition to Employee Payroll Settings (PR203000):Federal (CAN)Total Claim Amount Approved LSVCC shares Employment Code Annual deduction amount Pension income flag Living in a prescribed zone Other federal tax credits Non-resid

We recently purchased a piece of equipment that came with three separate bill (for its different components). However, for accounting purposes, these need to be recorded as one asset. When we try to use Reconciliation Addition to combine the costs, the system only updates the current cost value. The Orig. Acquisition Cost remains stuck at the value of the first bill, which doesn't reflect the true total cost of the asset on our reports. We need the final Asset ID to show an Orig. Acquisition Cost that equals the sum of all three bill.How can we set up for this?  

We need to track the reasons for issuing credit memos on document level in Acumatica for reporting and statistical analysis, without any customization (due to ongoing Classic UI to Modern UI transition challenges).Our requirements:When creating a credit memo (e.g., in AR301000), users should be able to select a predefined reason from a dropdown list (e.g., "Product Return", "Billing Error", "Price Adjustment") This selection should not impact existing business processes – it's purely for tracking and reporting purposes Later, we need to count the number of credit memos per reason using Generic InquiryWe know this can be achieved via customization, but we prefer to use native no-code functionality to avoid compatibility issues during the UI migration phase.Is there a way to set this up using standard Acumatica features (e.g., R