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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?

Hi guys, I just can’t figure out the issue. I follow the guide to set up the self-service portal. The user can’t checkout because of the buttons can’t click. I checked every steps and access rights. Anyone give me a hit? Thank you.   

What am I doing wrong here? I have an inquiry screen with custom grid row colors depending on Production Order Status. The style is being applied, but there is no more slight color change to indicate the current focus/selected row/cell. See the GIFs. With GetRowCss custom highlighting Without custom highlighting import { Messages as SysMessages } from "client-controls/services/messages";import { createCollection, createSingle, PXScreen, graphInfo, PXPageLoadBehavior, handleEvent, CustomEventType, RowCssHandlerArgs, CellCssHandlerArgs } from "client-controls";import { SWProdPlannerLineFilter, SWProdPlannerLineView } from "./views";@graphInfo({ graphType: "PVBMFGCustomizations.SWProdPlannerInq", primaryView: "Filter", pageLoadBehavior: PXPageLoadBehavior.PopulateSavedValues })export class SW401010 extends PXScreen { Filter = createSingle(SWProdPlannerLineFilter); Details = createCollection(SWProdPlannerLineView); @handleEvent(CustomEventType.GetRowCss, { view: 'Details'}) getDetailsRowC

Hi all,We have a custom Customer Portal screen with a toolbar button we want to style green, like a workflow primary action button (e.g. "Release"). Has anyone found a way to achieve this on a portal screen? Thanks!

How can customer payments be set off against another customer account in Acumatica when there is no established parent-child relationship between the customers, and without creating debit or credit notes?Looking for recommended approaches or best practices.

I am new to Service Management, so thanks a lot whoever can help Tried to create an appointment to replace a component which is Serial Tracked. The setup for tracking requires to manually input the serial number on Usage.However, when i try to complete the appointment, the system is generating an error due to the fact that it requires the Serial Number. Tried to key it on the appointment, but the system is telling me Serial number is not found and won’t let me to continue.How should i record such instance? ThanksAngelo

We are trying to create a Material Return transaction through the Manufacturing REST API for a non-tracked inventory item and split the returned quantity into multiple Line Details records because each split line has a different custom Reason Code.The inventory item is NOT lot/serial tracked.Expected BehaviorWe want the Material Return transaction to create:Main Line:Quantity = -3.00Line Details / Allocations:Qty = 2.00 → ReasonCode = BALWOFF Qty = 1.00 → ReasonCode = CRWOFFSo the total allocated quantity should equal the document quantity (-3.00) without creating any additional allocation lines.Current ProblemWhen we send the payload below, Acumatica creates:the two intended split lines PLUS an extra allocation line with quantity = 3.00As a result:Total allocation quantity becomes incorrect An unwanted extra split line is created in Line DetailsScreenshot attached for reference.Current Payload{ "Hold": { "value": true }, "Details": [ { "ProductionNbr": {

I’m working on an Acumatica-based solution (via a vertical solution provider) for a fuels distribution business and am looking for guidance on how others are handling Weighted Average Cost (WAC) in scenarios where the true cost of inventory goes beyond just the base purchase price. Business Context:In our current system, WAC represents full landed cost, including:Supplier invoice cost (fuel) Vendor-charged taxes and regulatory fees Internal freight (marine, line haul, inter-terminal transfers) Allocations applied as fuel moves through the supply chain This cost structure is critical for:Inventory valuation Margin reporting Financial/audit alignment Challenge in Acumatica:From what we’ve seen so far, WAC appears to only reflect the base item cost at receipt, and additional costs (freight, taxes, etc.) are not automatically incorporated into the inventory cost in a way that recalculates WAC. Questions:1. How are others incorporating additional landed costs (freight, fees, taxes) into WAC

We plan to enable Modern UI for users starting from 2026 R1. So I finished migration and testing on my local 2026 R1 instance, and I can publish the project normally here.I know this is not a standard practice, but I just wanted to see how Modern UI works in a real environment. Therefore, I tried publishing this project to our online test environment(2025R2), which is a clone of our production environment (2025R2).Strangely, the publication failed, and no additional error details were shown. I tried a common workaround:removed all Modern UI files and republished the project, and it succeeded. But after putting the Modern UI files back, the publication failed again.---This workaound does not work for me.Then I ran NPM commands manually. Building a single screen, an entire module, or executing npm run build-dev -- --env customFolder=development all completed successfully. I could also see the updated Modern UI changes on the pages.---This is my workaourndI have achieved my original goal

I am running into a scenario where I could really use the ability to segment approvals by a particular subaccount segment. 6 years ago Acumatica marked this idea as ‘unlikely’ to implement’. (see: “Approval maps: when subaccount is used as a condition, allow user to specify a segment value, not just the whole subaccount.”)I tried masking the segments with question marks and blanks, but the bill wouldn’t read either one. ‘???-???-100’ and  ‘   -   -100’To accomplish what I need to do, I would have to hardcode almost 75 different subaccounts into the conditions. (will import, but still - not very nice for long term maintenance).Is there a limit to the number of conditions in a particular rule of an approval map? 

Is there a way to select a template and change the default selection from before email body to after email body?

Hi all. I have  public abstract class PMProjectMaterialsLineSplittingExtension<TGraph, TPrimary> : LineSplittingExtension<TGraph, TPrimary, PMProjectMaterials, PMProjectMaterialsSplit>     where TGraph : PXGraph     where TPrimary : class, IBqlTable, new() public override void Initialize(){    base.Initialize();    Base.RowSelected.AddAbstractHandler<TPrimary>(EventHandler);    Base.RowUpdated.AddAbstractHandler<TPrimary>(EventHandler); PXCacheRights.Select);}When this Base.RowUpdated.AddAbstractHandler<TPrimary>(EventHandler); executed i have null reference exeption. I search code and find that proxy.InterceptedDelegate = null but default acumatica code try this:proxy.InterceptedDelegate.GetInvocationList().I use PMProjectMaterialsLineSplittingExtension for ProjectEntry. public class LineSplittingExtension : PMProjectMaterialsLineSplittingExtension<ProjectEntry, PMProject> { }I save that ProjectEntry not have RowUpdated method for PMProject. I think

Hi Acumatica Community,In Classic UI (ASPX), we can hide a field label using:SuppressLabel="True"For example, in the Sales Order screen, we have a field where only the value should be visible and the display name/label should be hidden.How can we achieve the same behavior in Modern UI (HTML/TypeScript customization)?Could someone provide solution

Hi all,I’m working on an evaluation for a service-heavy business and would appreciate insight from anyone who has either integrated Zuper with Acumatica or evaluated Zuper vs. Acumatica Field Service side by side.A few questions I’m especially interested in:Integration experienceHas anyone successfully integrated Zuper with Acumatica? What approach did you use: native connector, middleware, or custom API work? How well did data flow between the systems for customers, service orders, inventory, billing, and financial updates?Field service fitWhere do you see the biggest functional gaps between Zuper and Acumatica Field Service (or Acumatica Field Service supported by tools like JIGx), especially around:dispatching / scheduling technician mobile experience work order execution customer communication / notifications service-heavy or residential-oriented workflowsInventory and financial alignmentIf Acumatica remains the system of record, how are you handling:truck stock vs. warehouse inven

I noticed recently that you can update attributes more freely in the CSAnswers table in this version. It used to be that when an attribute is NOT assigned to a customer or an item class, it would not insert a value for that attribute for any records missing the attribute assignment on the class. In an import scenario, you would get an error that when it was missing on the item/customer class and it would not insert a value into CSAnswers.That validation is now gone. You can freely insert values into CSAnswers without the class validation.I’m not a fan of that change, but I noticed another change that seems “weird”Now I’m seeing that Checkbox attributes are storing both True/False and 1/0 as acceptable values which causes issues in reporting. Shouldn’t it be one or the other? Why does CSAnswers now accept both for checkboxes? 

When I click a particular Payment on the Checks and Payments screen, then go to the AP Payment Register report, then click the Send button, I would like to have a simple email template which populates data from the AP Payment Register report. Specifically, I would like to use the Vendor Name and Email Address and the Amount. I would also like the User’s Name in the email signature.I have tried two things.I created an email template based on the Checks and Payments screen and specified that in the AP Payment Register Report Designer. But none of the Data Fields I select in the email template work. The AP Payment Register Report screen does not appear to be available for the basis of an email template. Next, I scrapped the email template idea and tried to enter the email in the Report Designer Mail Settings fields. The problems here include not finding the Vendor Email Address and not being able to create the email Body with the line breaks and formatting desired.The email template optio

Been struggling for a couple days to create a GI to extract Cash Receipts and Cash payments for projects.  Question is:"In Acumatica 25R1   I am building a Generic Inquiry joining PMProject, ARPayment, APPayment, PMTran and PRPayment. Getting error: Conversion failed when converting nvarchar value 'X' to data type int. Join is PMProject.ContractCD = ARPayment.ContractCD. What is the correct join field?"

Hi Acumatica Community,I created an Import scenario for 1-Step Transfer but encountered an error.is there a mapping that I need to include to proceed?Thank you!

We have a very large product count (400k+ SKUs) and are looking to launch our Shopify store on Shopify Plus very soon. Shopify has given us increased API capacity for 30 days, but now I'm getting the following error when trying to sync:Adding the specified count to the semaphore would cause it to exceed its maximum count.Has anyone run into this? Any guidance appreciated.  

We’re having an issue where Acumatica 2025R2 is not respecting the dates that we are sending through the API (MANUFACTURING/23.200.001) when creating Move Entries.  It seems to always default to the system date.  Here is the JSON we’re sending and the date is 2026-06-01 but the resultant Move Entry in the web interface shows today’s date.  Any thoughts or suggestions?{"Document" : {"Date" : {"value" : "2026-06-01T00:00:00+00:00"},"ProductionNbr" : {"value" : "00137227"},"Hold" : {"value" : false},"ControlQty" : {"value" : 8},"OrderType" : {"value" : "RO"},"PostPeriod": {"value": "062026"}},"Details" : [{"Quantity" : {"value" : 8},"ProductionNbr" : {"value" : "00137227"},"UOM" : {"value" : "EA"},"OrderType" : {"value" : "RO"},"OperationNbr" : {"value" : "0010"},"InventoryID" : {"value" : "301238"}}]}

Hello! Is it possible to still mass process orders that were on backorder status but now have enough qty for shipments? Currently, ‘process order’ screen is used to mass create shipments for orders in the system. Shipping rule is to allow back order, so when items have insufficient qty, those orders go on back order status. The issue is when those items are restocked, and now have qty for shipments to be created, users have to go find these orders individually in the system and create shipment. It would be nice if these backorder status orders could also show up in the process order screen so users can mass process all the orders that are in backorder status but now have enough qty. Any thoughts? Thank you!

When calculating the amount of daily bank funds transfers, sometimes mistakes are made.  The most easy fix would be to reverse the entire entry and start over.  However, Acumatica will not allow us to reverse a funds transfer entry.  Here is the error message:In the G/L #1001 is designated as a Cash Account as we use it for cash clearing.  Appreciate any ideas about what is stopping even our Admin from reversing a funds transfer.We only have 1 branch within Acumatica.

California has implemented a new waste recycling fee for Covered Battery-Embedded products (CBE waste recycling fee). We are required to collect the CBE waste recycling fee from your customers upon the purchase of a new or refurbished CBE product. The fee is 1.5 percent of the retail sales price for each CBE product sold or leased for use in California and should not exceed $15 per product.Additionally, the fee must be listed as a separate line item on the receipt and cannot be included in the sales tax calculation.Our VAR has recommended an approach but I imagine this would apply to a large number of Acumatica customers. How are others handling this? If it’s helpful, we use Avalara as our tax provider and will shortly upgrade to 2026R1.

Is there a way to have audit tracking on when changes are made to the Enable/Disable Features screen? I think this is important for proper tracking and error checking, in the event there are any bugs that come up.

New Acumatica Overview Video for 2026.  Our last one was dated back in 2019.