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I created the wrapper using the 2026 R1 TestSDK. I tried running the test automation suite, but I’m unable to execute the tests. I reviewed the 2026 R1 TestSDK documentation and found only a single mention of “Modern UI,” without any additional guidance.Also, the Test Automation GitHub repository/sample project appears to be about two years old, and there haven’t been any updates to the sample test project.We run the test automation suite and submit the results for certification. Could you please confirm whether Acumatica supports Modern UI automation with the 2026 R1 TestSDK? If it is supported, is there a specific setup, configuration, or recommended approach required to run tests against the Modern UI?If Modern UI automation is not supported (or not required yet), can we submit the legacy/classic UI automation results for certification, and will that be considered acceptable/compliant?

Hi,I am struggling with an import scenario. Please see the screenshot below. I started with @@DetailIID. It was not working. Then used “Description”. Finally <Line Number>. Looks like the it is not identifying the correct payment instruction to update

Hi AllI have a question about PCS to SaaS migration.My scenario is this:I have a PCS deployment of Acumatica in which I have multiple tenants. One specific tenant would like to move out of my instance and have their own SaaS instance. They do not use any customizations. They would basically like to pick up where they left off from the PCS environment to continue operations in the new SaaS environment.My Question is:Can I take a full snapshot of their tenant and provide that to Acumatica to create the new SaaS environment or will they need the actual SQL DB to have it done?Thanks in advanceAmit

In this topic, I’d like to share with the community an approach I used to filter data by multiple values.It’s nothing groundbreaking, but I thought it might be useful for someone who runs into a similar scenario.Let’s say we need to create a new screen that displays all employees, where we can filter results by Department and Labor Item (with the ability to select multiple values).The final result looks like this:Modern UIClassic UIImplementationTo implement this, we need to declare the filter fields as follows:using PX.Data;using PX.Data.BQL;using PX.Data.BQL.Fluent;using PX.Objects.EP;using PX.Objects.IN;using System;namespace MyProject{ [Serializable] public class Filter : PXBqlTable, IBqlTable { #region DepartmentID [PXString] [PXSelector(typeof(SearchFor<EPDepartment.departmentID>), typeof(EPDepartment.departmentID), typeof(EPDepartment.description), ValidateValue = false)] [PXUIField(DisplayName =

Our bank is transitioning to using Payee Address as a field used in Positive Pay for checks.Does anyone know if there is a report that would yield:Check numberAmountDatePayee AddressThank you in advance!Cher

Hello,    We are trying to generate from PO to PO receipt . However, the system pop up error  But strange, the same Item and same vendor, we did generate successfully on another PO 5 days ago.                     How can we fix it, please help.we are using Build 21.208.0032

how can I get a summary of business account activities based on specific date or dates.

We have an approval map associated with Expense Receipts and the first configured step is called “Supervisor” and others follow from there.  I am trying to skip that step in certain circumstances but regardless of what I add in, that rule is triggering.  I even set it to inactive and it is still triggering.  I also renamed the step to “Manager” and the “Supervisor Rule” is still triggering.  So now I am wondering if the Expense Receipt module triggers the document’s employee’s supervisor to approve all transactions if there is an approval map.  And then the approval map kicks in.  And up until this point, my first step and the default in Acumatica happened to be the same.  Does this make sense?  Is there a way to skip the Supervisor for Expense Receipt approval maps?  Thank you! 

The procedure  is from 4 years ago, and the screens for System Emails in Acumatica 2025R1 have changed, and is getting difficult to show this to clients, is there any new procedures or videos beside the help section below?https://help.acumatica.com/(W(6))/Help?ScreenId=ShowWiki&pageid=7ea4c814-8b24-4a77-9ae0-9596012fbfabThank you. 

We’ve recently found out that unfortunately the TikTok Shop sales channel with Shopify inserts the entire product title as the tax ID on sales orders.This causes Acumatica to trip up with “The following tax IDs received from the external system are too long and cannot be saved: Product Sales tax: XXXXX. Map these tax IDs to tax IDs of up to 60 characters in the SPCTAXCODES substitution list on the Substitution Lists (SM206026) form.” errorsProblem is, because TikTok Shop items have such long titles to improve their searchability, per that app’s recommendations, that is very long. These end up exceeding the 130 max character count in the substitution list field, and then that causes the ids to not match and sync to still fail. With some research, it seemed it should be possible to forcibly truncate the value if it exceeds 60 with a rule like this in sales order entities:In the above, I’m stuck at which “ERP field” it is. It is not in the dropdown, but we’ve been able to type custom fiel

Dear community!We always listen to your feedback and it is very helpful and valuable.I’m glad to share that in 26R1 we are introducing improvements to Project–Branch defaulting in Purchasing and AP documents. More details will be available in the release notes soon.We are continuing to move in this direction. At the moment, our main focus is on Employee Time Cards and Employee Time Activities in combination with Payroll and corresponding Project transactions and Journal transactions.We would really appreciate your feedback, especially around real-life payroll and time entry scenarios. In particular:Do you have cases where employees enter time for projects that belong to a different branch than the employee has, and this creates issues after time is released or payroll is processed? What is the semantic of the branches of such clients? Which payroll (built-in or external) is used? What branch do your customers expect to see in the project expense and employee liability and why? Which

Hello! I have a requirement where the Promised Date on the Purchase Order needs to be changed after approving the purchase order. Is there any option to amend the promise date without re-requiring all the approvals? I checked in 26R1, but I could not find such option.  Thank You

Hi Community,Can you please explain what is the difference between a GI and a Report?

Hi Acumatica Community,With Acumatica 26R2, I’m interested in hearing from other developers about their experience with the latest Modern UI changes and customization compatibility.For those who have already started working with 26R2:Have you experienced any breaking changes in existing customizations? Are there any changes in RowSelected, FieldSelecting, actions, or event handling that developers should be aware of? How are your existing Classic UI customizations behaving after upgrading to 26R2? Have you encountered any issues while publishing customization packages containing Modern UI files? Are there any recommended approaches for maintaining compatibility across 25R2 and 26R2?I would especially appreciate feedback from anyone who has already upgraded a development or test instance to 26R2.What are the major 26R2 customization challenges or changes you have encountered so far?

Hi Community,I am trying to setup the Inventory Planning for a Stock Item, and I can’t figure out the moving average. Everywhere I read it just says it calculates based on stock quantities, historical sales, and the service level set, but what is the calculation/ what is it looking at when it comes to Historical Sales?Is it based on Invoice lines? Sales Order lines?Is it taking into account different Branches?Is it taking into account Transfer Orders? Returns? Etc. I cannot find any information other than it saying it looks at Historical Sales, and I know it looks back based on the Periods to Analyze, but what is it analyzing in those periods? Does anyone know. Thanks,RJ

Hi Acumatica Community,I am facing an issue with Acumatica Modern UI customization.I have a custom screen where I need to perform some UI/business logic when a new row is added to a grid. I have implemented the logic using the RowSelected event of the DAC.The behavior is different between Classic UI and Modern UI:In Classic UI, RowSelected is triggered as expected. In Modern UI, when I click Add New Record and a new row is created, the expected RowSelected event is not triggered. The event works in other scenarios, such as when selecting or navigating through existing records.

Hello all,I have been trying to use the “Copy Order” action, present under QT order type - SO301000 screen via endpoint, however unable to do so: This is what I’m trying:Which is giving me 500 internal Server error. What is it that I’m missing? Would really appreciate guidance/help on this.

Hello,Recently we have noticed that one of our dashboards no longer follows the sorting order that can be found in the GI. Previously the GI sorted on a flag that showed if an order was priority or not; the sort order was this flag, followed by the ship date. It now will only sort on the ship date. Has anyone experienced anything like this? 

Hi community,I'm in the IT department at my company and currently handle system maintenance and oversight: I make sure everything runs smoothly, create dashboards, write Generic Inquiries, and modify reports in Report Designer. I understand our business processes and already manage several modules well.I would like to specialize further and strengthen my skills, so I’m looking for guidance on where to take courses. Some time ago, I started an interactive quiz-style course that covered the fundamentals of Acumatica and its modules, but when I try to access it now, it shows as no longer available.Could you recommend courses, learning paths, or resources I should look into for my IT profile? Also, for administration and lightweight customizations, which key certifications or badges are worth pursuing for someone in IT?Thanks in advance for your help!

 Dear Community,We’re preparing our reporting framework to support parent–child project hierarchies.We want to hear your thoughts on how each existing report (from the list below) should look and behave when it’s run for a parent project versus a child project. Your input will help us avoid double‑counting, make drill‑downs intuitive, and keep financials audit‑ready across rollups.What feedback we’re collecting:UI expectations per report: what should change when the report scope is a parent vs child project? Aggregation rules: what must be summed, averaged, recalculated, or eliminated at the parent level? Filtering & drill‑down: which filters, groupings, and drill paths are essential (e.g., Parent → Child → Cost Code → Transaction)? Gaps: any missing reports you rely on for parent-child project management that aren’t listed below.Please evaluate your feedback against these parent–child project types:Parent Project – container only aggregates cost and revenue from child projects e

Hi Everyone.On a sale of a company within a Group, how do I delete and remove all data relative to that entity in a Multi-company, single Tenant environment?   I am using the AU version of MYOB Acumatica. 

Has anyone implemented a process in Acumatica to track machine changeover time between SKUs?Currently, we only log labor hours against Production Orders and do not track machine setup or changeover time separately. As a result, it becomes difficult to reconcile machine runtime and downtime hours against employee labor hours and understand overall equipment utilization.I'm interested in learning how others have approached this. Specifically:Do you track changeover time separately from production labor? Are machine downtime and setup hours recorded in Acumatica? What processes or customizations have you implemented to capture and report on this data?Any recommendations or examples would be appreciated.

Hi,I have a Labor Item filed on grid and when I update the field on one line, value changes for this field for other lines. And in the cache it looks right. But to see the changes on grid, I need to hit the Refresh button for changes to be visible. The logic of updating the field for other lines is written in RowUpdated event handler and i wrote View.RequestRefresh() for FieldUpdated event handler but it did nothing too. I tried adding AutoCallBack for grid with Refresh command and for target i wrote the id of the grid. And, well, it refreshes but only when i click on other cell of grid. And when i just click on my grid or want to change some field, the grid is always refreshing. So I dont think this option works for me. What is the recommended approach to force the grid to repaint secondary cached rows after a field update without losing input focus or requiring a manual refresh button click? 

Hello everyone! Is there a way to add an Upload from File button to the Purchase Requests screen to allow for imports from excel directly into a purchase request? We are using this for our quoted goods and lots of the quotes can run pretty long. I want to avoid a hit on efficiency by having the requestor spend time on filling out every single item from a quote. Thank you!

Hello Community,I’d like to know if there is an AcumaticaESignIntegration package currently available that I can download and install. I’ve seen references to eSign integration in the Marketplace and GitHub, but I’m not sure if there’s an official or updated package that can be directly applied to my Acumatica environment.Could anyone confirm if such a package exists, and if so, share the proper download link or installation guidance?Thanks in advance for your help!