Discussion Forums

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

I’m currently testing exporting Customers from Acumatica to Shopify (as Companies for B2B) and had a couple of questions:Is there a way to have the Company ID in Shopify match the Customer ID from Acumatica? Ideally, I’d like to keep them aligned for easier tracking and reconciliation. I enabled “Import Company Contacts as Customers” along with bidirectional sync. This successfully creates customers in Acumatica when they’re assigned to company locations in Shopify.However, I’m running into an issue with phone numbers:Shopify always includes the country code (e.g., +1) Acumatica’s phone input mask doesn’t accept this format This results in an error during import: “Object reference not set to an instance of an object”Has anyone dealt with this before?

Hi! I am still new to customizations and am learning the no-code options every chance I get, but I’m stuck on this one. Shipments → Shop for Rates → Add Package → Search BoxI was able to do the same thing in the Packages tab by setting FilterByAllFields to be true, but there doesn’t seem to be an equivalent in this part of the Form. Any help would be appreciated!  Process that worked for Packages Tab 

I have a customer that is using Plaid to as their provider for bank feeds. There is a column in the file labeled check number with the check number in the field. The check number is not appearing in the when the bank feed is processed. I attempted to map that field but when I did that, the customer received the error “object reference not set to an instance of the object. 

I found that when importing Production Order Labor in the modern UI in 25R2, the values 0130 is interpreted as minutes and the time is converted to 02:10. This also happens any where when time spent is entered like time cards, activities, etc. For example, and tab or enter you get.I have not tested the bill of material imports but I assume the same behavior.  

We have recently upgraded from 2024 R2 to 2025 R2. Users reported that the same Dashboard loads much faster than before. Is this due to actual optimizations made to the underlying platform mechanism?

Hello,I am trying to build a customization where I want to make the Unit Price (CuryUnitPrice) column on SOLine editable even when the Sales Order is in the Completed state.I have been able to make the field editable, and after updating the value, the Save button is also available to save the updated changes. However, when I click the Save button and try to save the updated value, I am getting the following error:  Here is my code for the Graph Extension as well as the Workflow Extension.Workflow Extension:public class SOOrderEntry_Workflow_Ext : PXGraphExtension<PX.Objects.SO.SOOrderEntry_Workflow, SOOrderEntry>{ public static bool IsActive() => true; public override void Configure(PXScreenConfiguration config) => Configure(config.GetScreenConfigurationContext<SOOrderEntry, SOOrder>()); protected virtual void Configure(WorkflowContext<SOOrderEntry, SOOrder> context) { context.UpdateScreenConfigurationFor(screen => screen.

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 the cloud environment, but stopped wo

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? My customization projects are attached. 1 is with modern file, the other is without modern fileBy the way, the Mo

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.

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 the $32 threshold regularly. We've looked a

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: Compare to the CLOSURE-NOTES prompt which has similar instruction block and does show activities.*Activity log*<foreach view="Activities">- Activity type: ((Activities.ClassInfo))- Activity date: ((Activities.StartDate))

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 Change Vendor Numbering Sequence to

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 based on amount in USD only (multi-currency vendors)We also need Purchase Orders to be approved based on amounts in USD only.We have several vendors using different currencies (for example, J

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 picking worksheet.  Open to any suggest

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. 

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., Reason Codes, Attributes, or other built-in tools)? 

 Error: Unhandled exception has occurred, your changes have been rolled back: Error: An error occurred during processing of the field Cash-In-Transit Subaccount: Error: An error occurred during processing of the field Subaccount: Error: Branch, Product Group of Subaccount do not exist in the system.We don’t use subaccounts so I’m a little confused.The reason I am trying to change these preferences is because none of our credit card settlement transactions are matching even though I can find them via the Processing Center ID every time so I’m wondering if the document date is holding too much weight. We are also still using Authorize which I know is no longer supported so...maybe that’s the issue?