Discussion Forums

Hello - We just set up a new branch in one of our tenants, and we are unable to Reverse, Reverse and Apply, or create a Credit Memo. I have never seen this before and cannot find anything in the configuration or Receivable Preferences that may be causing this. Does anyone know why this would happen?When I Go to reverse the memo, it does create a credit memo, but when I take it off of hold, it creates a new screen and the memo is gone, with no option to save at any stage: This is what happens when I remove hold: Additionally, if I attempt to create a credit memo, it does a similar process. It lets me fill it out, and then when I go to hit save it wipes everything out and then throws me an error message for saving without complete data

Starting January 1, 2026, Shopify will prevent the creation of legacy custom apps. Instead the dev dashboard will have to be used.The credentials and authentication process appears to be different for new apps developed using the Shopify dev dashboard.Do we foresee any breaking changes for the Shopify connector after January 2026 if new legacy custom apps cannot be created?Are there any documents relating to setting up the Shopify connector with newer apps developed through the Shopify dev dashboard? Specifically interested in whether the new “clientId” and “secret” associated with newer Shopify apps relate directly to the “API Access Token” and “API Secret Key” that were used in legacy custom apps? ie should those newer credentials just work in place of the older credentials? They don’t appear to.

We changed a stock item's posting class. One year later, it still uses the GL defined in the old one. Why?  The item and posting class Gl accounts are defined with the new accounts.  I’ve looked at the bill of material, the sales order, warehouse, location.  Nothing suggests that the old accounts should be hit.  This is happening for issues out of the warehouse but does not appear to affect receipts.

Hello,Looking to initiate approval maps for AP and PO’s under certain conditions.Documentation indicates that a notification will be sent, but I don’t see how I link the notification template to the approval rule?   Do I set up a notification template like this then Acumatica sends an email every time any document is created that needs approval? 

I am trying to install Acumatica 2025 R2 (also tried R1) on to a fresh Windows 2022 server in AWS with a MySQL 8.0.43 RDS instance for the DB. When I deploy a new instance the installer starts then the dialog just disappears. I have verified MySQL is accessible to the EC2 instance. I get the following events logged when I try any insight would be helpful: Application: AcumaticaConfig.exeFramework Version: v4.0.30319Description: The process was terminated due to an unhandled exception.Exception Info: MySqlConnector.MySqlException   at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()   at MySqlConnector.Core.ResultSet+<ReadResultSetHeaderAsync>d__2.MoveNext()   at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()   at MySqlConnector.MySqlDataReader.ActivateResultSet(System.Threading.CancellationToken)   at MySqlConnector.MySqlDataReader+<CreateAsync>d__97.MoveNext()   at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()   at System.Runt

We need a way to track product continuity by stock item. This includes identifying the customer that purchased the stock item (can be free text but prefer to select actual) and the date through which we commit to keep offering this inventory.  I’m thinking I’ll end up using an attribute option but would love some other suggestions. Is this something restriction groups could be good for? 

We have a customization to a screen that needs to be upgraded to modern UI.  The only thing that is different in the customization vs. the default screen is the graphType.  This particular customization required us to create a completely new graph vs. a graph extension but no changes to screen layout.How would I create a Typescript extension that only changes the graphType value?  I actually got this to work by just changing the default GL504500.ts file and compiling but that doesn’t feel like the right way to do this as it could get overwritten by future Acumatica updates.// #####################################################// C:\inetpub\wwwroot\AcumaticaCCS\FrontendSources\screen\src\screens\GL\GL504500\GL504500.ts// #####################################################import { PXScreen, createSingle, createCollection, graphInfo, PXPageLoadBehavior, PXView, PXFieldState, PXFieldOptions, linkCommand, columnConfig, PXActionState, gridConfig, GridPreset} from "client-controls";@graph

Is there (will there be) a customization package for Docusign/E-Sign functionality for Acumatica 25R1? The last available package is from a few months ago and errors out if you attempt to publish it to a 25R1 temporary sandbox. Thanks in advance if someone can direct me further on this. We have several clients using the functionality that want to migrate.

Our sales department is required to visit all their customers every quarter to check on how they are doing and see if they need anything. The salesperson creates a trip report on who he or she visited, what topics were discussed, any quotes or orders, and if there are any other changes for the customer.We currently don’t use Acumatica for any of this process but would like to implement so there is internal tracking on when a visit is due, the details of the trip, and quotes or other opportunities the on-site visit might have achieved. We need show up as a required event for all customers and to reoccur every quarter. This is not a contract, just something we want our salespeople to practice as a routine.Is there a way already designed to set up a recurring task and to track when these are due/overdue throughout the year, every year?I’ve been trying to read up on activities, tasks, leads, and opportunities, but I didn’t notice anywhere that I could select that the event never ends.

Hello! We currently have the “centralized period management” option enabled in our environment, however would prefer to have the option to close individually at different times of the month instead. Our problem with this is we have 55 Companies and it would be very time consuming, especially since they will all be closed by the same person. Is there a way to create an import scenario for this instead?

Hello everyone,does anyone know how I can move the position directly to the second page instead of splitting it across two pages?The "keep together" option is set to true,and both "can split" and "can shrink" are set to false, but it still splits.  Does anyone have any idea?Best regardspantea

I’m trying to add existing contacts to customers, my initial scenario created the contacts but didn’t assign them in the customer screen. I’m getting an error that lastname is required so it looks like the scenario is trying to create a new contact rather than add an existing one. Any advise please? 

I want to get the payments details of a specific customer reagarding the payments he did for this year from Jan 2025 to Current and the invoice details that were set off thorugh those payments.It can be a report or anything.Thank you

I recently had the need to style a textbox in Modern UI based on the value of another field.Acumatica provides an example for styling grid rows here, but the GetRowCss / GetCellCss events do not seem to work for regular form fields. Not knowing TypeScript / JavaScript better, I spent some time trying different ways of doing this, but ended up with this fairly basic HTML block in a screen extension:<template> <style> [data-rating="green"] input { background-color: #155724 !important; } [data-rating="yellow"] input { background-color: #856404 !important; } [data-rating="red"] input { background-color: #721c24 !important; } </style> <field append="#fsHeader_C" name="UsrDXCommissionRating" data-rating.bind="Quote.UsrDXGrossProfitPct.value >= 45 ? 'green' : Quote.UsrDXGrossProfitPct.value >= 40 ? 'yellow' : 'red'"></field></template>(this styles the ‘UsrDXCom

We are experiencing a tax rounding issue with Service Orders. Does anyone have a workaround for this? I know on the Sales Orders you can Enable the Tax Calc setting but what is everyone doing for service orders? Thank you in advance. 

We would like to be able to add parts to a service order in the app via the bar code scanner.

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, we currently email invoices directly from MYOB, however, the template we were provided with isn’t great.Is there any way we can get into the “AR Invoice template” to amend it to suit our needs? Also, the body of the email isn’t great either, is there any way we can amend the “AR email template”.Thanks in advance. 

We currently import 2-3k orders per day from Shopify.  They import at a rate of about 360/hour or 10 seconds per order.  This usually keeps up, but with order updates and sales we can fall behind.  What rates are you seeing on your system?  Ideas are welcome, but trying to start with what are realistic expectations and what is possible.   

Hello everyone,I’m trying to add a custom action to the Generic Inquiry (GI) Mass Actions menu, but I haven’t been able to make it work.The custom action is defined in a graph extension as follows:namespace PX.Objects.PM { public class ProjectEntry_Extension: PXGraphExtension < ProjectEntry > { public override void Initialize() { base.Initialize(); cusMassAction.IsMass = true; } #region Actions // Mass Action public PXAction < PMProject > cusMassAction; [PXProcessButton(CommitChanges = true, Category = "Processing")] [PXMassAction] [PXUIField(DisplayName = "Cus Mass Action", IsDirty = true)] protected IEnumerable CusMassAction(PXAdapter adapter) { bool isMassProcess = adapter.MassProcess; foreach(PMProject project in adapter.Get < PMProject > ()) { project.Status = "S"; Base.Project.Cache.Update(project); } Base.Actions.PressSave(); return adapter.Get(); } #endregion }}The action works

Dear community,You always provide such a great feedback and invaluable insights!We have a question for you.Do you deliberately use this option of Project Preferences? Summary mode (See the image below). If yes, why do you prefer it to the Detailed option, what kind of benefit you are getting from it?Option description: https://help.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=de2ca225-4a0c-4129-b09d-3f3ed05198f9We are thinking to retire this option in the product, and before we plan anything, we want to hear your thoughts. Thank you for your input!Best regards,Kate

Has anyone else had problems with modern UI for Acumatica screens that are customized?  We have discovered that when you create extension modern UI files for a screen like the Vendor screen, they won’t work because Acumatica forgot to include export statements on the TS file for the screen so that they can be referenced by ISVs TS file to include custom fields onto the modern UI.Also, the extension modern UI files don’t seem to be able to loaded into a customization project...just the files that are for non-Acumatica screens.  So, at this point, we apparently have to manually copy our files into the extensions folder for each screen and then edit the Acumatica screen TS file manually for every customized Acumatica screen for each of our customers? WTH?

Has anyone else experienced issues with labor recording since the 25R1 patch was deployed on 11/5?We use Acumatica’s mobile app for our shop floor employees to record labor time on production orders. Since the update, we’ve been unable to record any labor time. When attempting to access Manufacturing Clock Entry on the app, we receive the following error message:“Object reference not set to an instance of an object.”We’ve been in contact with our VAR, who has escalated the issue to Acumatica support, but we’re now into day two without the ability to record production labor.If anyone else is encountering the same issue or has found a workaround, please share.

Hello, anyone able to add the vendor ID to the stock GI.