Discussion Forums

Hi Everyone!I am in the process of pulling apart the Related Items functionality and putting it back together to try to understand some issues that we are having with the Related Items popup on sales orders.The first issue is that not all tabs are displaying on the Add Related Items popup on classic UI, but they do show up on Modern UI. However, even then, the data does not populate correctly. This may be due to a volume of data issue, which we should be able to fix with a custom override to force a refresh of the query cache.As a note, we anticipate having hundreds of related items for many of our most-sold items. The backend management of this is more my strength and has largely been implemented, but it doesn’t exactly help us if the users cannot access the data conveniently.Stranger still, after unpublishing all customizations on my local development instance, the Related Items functionality on Sales Orders does not function at all (see screenshots, if they manage to upload). Even w

Payment has been made so status of the invoice and memo should be closed. The ‘Pay’ button is still enabled. I want to complete the project but this is preventing me from doing so. The application tab on the invoice shows a payment line of closed status.

Hi, I'm having trouble in the report designer, maybe someone can help me ? I have created an SQL view in the database and tried to display it in the report, but only 1 data appears in the report, even though when I query select in the database there is a lot of data that appears.  

Our system is set up to send the buyers a copy of the approved PO once the approval route has been completed. It is a regular occurrence that the PO received from Acumatica will be blank. There does not seem to be any reason, it fixes itself, and then happens again. Is there any way to keep this from happening?

I’ve created a very simple customization that simply attempts to populate a richtext box on a button click.  The box renders as a white area without the richtext box header, which I’m fine with.I’m getting a “undefined: Cannot read properties of undefined (reading 'getvalue')” message as a popup.  Others have had this in the past (question from two years ago is the same).  I’ve tried the suggested solution without success.Here is my current ASPX code for the control...      <pxa:PXRichTextEdit AllowImageEditor="False" AllowInsertParameter="False" AllowLinkEditor="False" AllowNull="True" Required="False" ID="CstPXTextEdit5" runat="server"             Style="z-index: 113; border-width: 0px;"            AllowAttached="true" AllowSearch="true" AllowLoadTemplate="false" AllowSourceMode="true"            DataField="Answer" Width="800" Height="900">            <ContentStyle BorderStyle="None" ></ContentStyle>            <AutoSize Enabled="True" ></AutoSize>     

We have 2 phantom subassemblies after the same operation that are created by the configurator. We are trying to control the order that the added operations are in, but can’t figure out how the system is ordering them. We tried reversing the sort order of the features, reversing the actual feature line numbers, changing the alphabetic order of the feature labels, even reversing the alphabetic order of the work centers. Does anyone know how the system determines the order of these added phantom subassemblies?

Hi all,Noticed this when working with a customer this morning.There appears to be a general Microsoft fault that is affecting at least a percentage of customers. Currently, customers may have problems reaching the Outlook Sideload button:https://aka.ms/olksideload  Github thread discussing the problem is here:https://github.com/OfficeDev/office-js/issues/6625 This is not an Acumatica fault, this is a Microsoft fault, which is preventing the "Add-ins for Outlook" dialog box from loading. Mentioning here incase it saves anyone else time before Microsoft get it patched, apparently they’ve broken it twice this month.

Our customer is trying to sync orders with Shopify connected to TicTok.  The orders from TicTok are fulfilled by TicTok (similar to Amazon FBA process).  With only one Acumatica Shopify connector, the orders are coming in as standard sales orders not SO IN orders to be able to process the standard Shopify orders.My plan is to setup a business event based on a GI that detects any new FBT (fulfilled by TicTok) orders and run an import to run the Quick Process action.  I need some help getting the Import Scenario configured.  I have tried several variations on the mappings but have not had any success.  The default settings when the Quick Process action is initiated are satisfactory instead of setting the date and warehouse. The current error message is ‘The Save button is not enabled’.  Thank you in advance for your time and support,John

Hi All,I came across a situation where I see Acumatica changed quantities based on applying a filter to a column within the Transaction History. When I apply a filter on "Tran. Type" to only show adjustment, it changes the ending quantity amount. It seems to remove the 10/2/2025 issue transaction from the math. I am not sure why it changes the math. It should only change which types of transactions are viewed correct?  Does anyone have any ideas what is going on here? Thanks

Hi Acumatica Team,Related to Acumatica Artificial Intelligence how can I habilitate the AI Acumatica Assistant button or features AI in 2025v1, I see in the demo videos that appear this botton, but in my Acumatica I cant see this feature:Thanks,

Hi,I am trying to create a Business Event which send Email and trigger via Automation Schedule. Issue:-Automation Schedule is running But Business Event is not triggeringBelow are the details for the Business Event  

After upgrading to Acumatica 2025R2, some of my users started experiencing random slowdowns. Each week, one or two users report performance issues, but when I check the PCs and the server, neither is running at full capacity. I’m not sure what’s causing it

Hi everyone,We have a custom portal integrated with Acumatica, where customers can place orders and select Credit Card as their preferred payment method. These sales orders are then created in Acumatica via API.We’re trying to understand the best way to ensure consistent behavior on the Sales Order:If Payment Method = Credit Card, we want the system to automatically apply Payment Terms = “Credit Card” (which has 100% prepayment required) This should result in the order going to Awaiting Payment and triggering pre-authorizationBefore going the customization route, we wanted to ask:Is there a standard way in Acumatica to default or override Payment Terms based on Payment Method? Has anyone implemented similar logic using Automation Steps, Business Events, or configuration? Are there any recommended best practices for handling CC-based web orders coming from external portals?If this cannot be handled natively, we are considering passing Terms explicitly via API, but would prefer a standar

Is there a way to display formatted markdown text in Acumatica?  I can get html or markdown results from the API that I’m calling, but don’t know how to display the results to the user.  

Is there a way to find the quantity of a stock item issued to a production order? As it stands, once the raw material is issued to the job it no longer exists in inventory, however we always over-issue material and need to account for the over-issue when ordering more raw material.  We may have 15-20 production orders with material issued at the same time so going one by one would be inefficient.  I would assume there is some sort of WIP location that stores this data but I cant find it.  

For the service orders and Appointments in the Service Management module, I wanted to add a column that will show the not just the date but also the Time a Service order/ Appointment was created for example 3/30/26 11:40 am We have had it happen a few times where a customer questioned why it was an after hours call.  Currently the column on the GI is a field called FSServiceOrder.CreatedDateTime but it only displays the date and not the time.  I know the time information is also stored in there but only the date is displayed.  I have a workaround in this case because I pulled it into excel and was able to see the full date/time info but I would like to revise it so that it shows on the GI view.   I know there are date functions I tried using those but I can’t see to get it so it shows the full date and time. 

Business event has 4 records change triggers using ORIs there a way to tie a different email notification to each trigger?or do I need 4 business events to identify in the email which filed changed?  

Dear Acumatica Support Team,I would like to inquire whether it is possible to import inventory items into the Requisition screen.Currently, I need to add more than 100 inventory items to a requisition, and selecting each item manually is very time-consuming. It would be greatly appreciated if you could advise on which function or tool (such as an import scenario or any standard feature) can be used to import inventory items in bulk.Thank you very much in advance for your support and guidance.

Dear Acumatica Support Team,I would like to seek your guidance on handling a purchasing scenario involving multiple suppliers during bidding process.In our case, we need to purchase several items from different suppliers because some items are more cost-effective with one supplier, while others are cheaper with another. For example, we may need to purchase three items from Supplier A and another three items from Supplier B within the same purchasing process.In some cases, we already receive market prices from vendors and clearly know the pricing in advance. For these situations, we do not require a bidding process. However, for certain items, we may still need to compare prices across multiple suppliers before making a purchasing decision.Could you please advise on the recommended way to manage this scenario using the requisition or purchasing features in Acumatica? Additionally, if there is any supporting documentation or step-by-step guideline that explains how to handle requisitions

Is it possible in Acumatica ERP for an RMA order type to generate two open shipments simultaneously — one outbound shipment and one return shipment?The scenario is that a customer is receiving a replacement item while the original item is collected during the same driver visit. This is for bulky furniture items, where separate collection and delivery visits are operationally inefficient.The key requirement is the ability to create:an outbound shipment for the replacement item, and a return shipment for the item being collected…both generated together from the same RMA/replacement process, so they can effectively be treated as a linked operation operationally.Has anyone implemented something similar? At the moment, it looks like you have to complete the return shipment before you can create the second shipment. 

Hello all,I am curious to understand the purpose of Keys under Production Configurator. Maybe with an example?Thanks in advance.

 Maybe this question is very simple, but I can’t find an answer about it.I know that if I write an event like this and do not call baseMethod inside the body, the base method code will not execute. If I want the base code to run, I must explicitly call it. This part is clear to me.​​​​​​​protected void _(Events.RowSelected<ARInvoice> e, PXRowSelected baseMethod) { }When I write the event like this, I tested that the base methods are called automatically:protected void _(Events.RowSelected<ARInvoice> e) { }But I do not understand why this happens. I tried to find something in the documentation.In the 2026 R1 Developer Guide, I found information that seems to contradict what I observed during testing. In T210, I found events written without baseMethod, so I assume that writing them this way is valid.However, there should be documentation somewhere explaining this behavior, and I do not understand what is written in the Developer Guide regarding this case.Could you provide a g

How to generate a GL detail report for a range of GL accounts? Can the report sorted by GL accounts instead of batch numbers?

 Love seeing this on my desktop every day!  (This is a login banner from 26R1).