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I'm trying to attach an existing Estimate to a Sales Order Quote (Order Type QT) in Acumatica Manufacturing through an Import Scenario, and hoping someone has done this before. Manually it's simple: on the Sales Orders screen order type QT (SO301000), go to the ESTIMATES tab, click ADD, and the "Add Estimate" dialog opens (shown below) where you enter the Estimate ID and Revision and click OK to link the estimate. Can this dialog-driven action be automated through an Import Scenario My import scenario below:Can suggestions are appreciated. Thanks!

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share Don’t miss updates, subscribe to Community site discussions for weekly updates and Acumatica News & Updates for important news. Also, be sure to subscribe to your discussion forum(s) of interest. Jini Nickelson - Acumatica Community Featured Member for September 2026Meet Jini Nickelson our Acumatica Community Featured Member for September 2026. It’s great to have you as part of the Acumatica Community ​@jinin!  Acumatica User GroupsJoin a User Group: Indiana Acumatica User Group, Michigan Acumatica User Group, Minnesota Acumatica User Group, NE Acumatica User Group, NorCal Acumatica User Group, Northern New England Acumatica User Group, Utah Acumatica User Group,  C

I’ve seen a few other posts mentioning odd behavior with different time zones between employees.Here is what I need to resolve - User A - Eastern Time Zone. Branch A. They create a time card with 8 hours on Monday - Saturday, so 48 hours total.User B - Central Time Zone. Branch B. They view User A’s timecard and can see 8 hours Monday - Thursday but Friday is now showing 16 hours, nothing for Saturday. Tried creating a second work calendar with time zone of EST and work hours 9am - 6pm but same issue. This is causing issues because User B is the one that would be processing payroll and it’s posting incorrectly.  

We are working with an opportunity that frequently sells/invoices items before the landed costs are known and recorded. The costs flow to the ledger fine, but they are wanting the margin reporting on the sales to reflect the additional costs that should be attributed to the items sold.

We apply Estimated Landed Cost at item receipt (fast-moving goods) and enter the actual AP Bill later. When the amounts differ, our ERP creates a 2-line adjustment transaction for the variance. We want to prevent these extra adjustment lines. Are there alternative workflows or best practices for this?

With the Modern UI the User Defined Fields tab is gone (nice enhancement), but is there a way to find out which screens have UDF’s prior to 25R2 and after so we can make sure that catch all of them on an upgrade?

 Wondering if anyone else is running into the problem where output format of LLM Prompt response being very inconsistent and display the raw JOSN into the output field. We have been using the LLM action to generate case closure notes for a while now it has been working great until recently when we upgrade to 26r1. I understand that the AI Studio requires JSON output, but from my understanding, once the response reaches to the closure notes tab of the case screen, it should display in regular text in the format we specify in the instruction.Every time when I test the prompt, the preview tab shows exactly how I want to see it. But when I click on the LLM Action button within the case, I would sometimes get the raw json with no additional formatting. If I say in the instruction that I don’t want any json or code blocks, Acumatica would throw an error saying system couldn’t parse output as valid JSON. Has anyone else run into this? And if you haven’t, what does your instruction or output f

When applying a screen configuration in the Modern UI, it asks if the Personal Configurations should be preserved or overwritten. But how we know which users have Personal Configurations?

Does anyone have ideas about what might be causing this?When I publish my customizations that I’m working on, in my local instance, the process doesn’t complete. There are no errors whatsoever. It just gets part of the way through the publish process and stops with seemingly no rhyme or reason. Then I have to unpublish all customizations and publish them one by one for it to work. This has been happening for some time now, and getting more frequent.Thankfully the issue is not present in the production instance, but it’s still annoying and concerning.I have a very fast machine and even if I leave it overnight it doesn’t complete, so it’s not just a slow publish.

Hi everyone,I’d love to hear from the Acumatica developer community.Acumatica is evolving quickly with Modern UI, AI, APIs, automation, and cloud technologies. For developers who want to grow their careers, I’m curious:👉 What skills do you think an Acumatica Developer should focus on learning in 2026?Some areas I’m considering:🔹 Acumatica Modern UI 🔹 AI / AI Studio 🔹 C# & .NET 🔹 REST / SOAP APIs 🔹 Generic Inquiries 🔹 Acumatica customization 🔹 Performance optimization 🔹 Integrations with external applications 🔹 Azure & cloud technologies 🔹 Automation and workflowsFor experienced Acumatica developers:What skill has helped you the most in your career?For developers who are currently learning Acumatica:What are you focusing on right now?Would love to hear your experiences, recommendations, and learning resources.Let’s help each other grow as Acumatica developers! 🙌

Hi,We’re using MYOB Acuamtica in ANZ region we’re always behind one upgrade schedule to standard Acumatics, hence our demo site is 2026.1 whcih most current version & as below I’m unable switch the Staff Calendar Board (SM200520) to Mordern UI. Any idea in which version this form will be supprted to switch Mordern UI? Thanks! 

Hi,Has anyone else came up with a solution to a fixed invoice paragraph line but needs to have rich text to pull in the data in the paragraph section?  As currently I can only see it being a text box.If anyone has an idea I would love to hear about it?Issue is invoice paragraph needs to have dates changed every month so I can do schedule billing.  No I can’t change the wording to point to the date of invoice.thank you Matthew

Why won’t Acumatica 2025 R2 allow partial or multiple payments to be applied to a Vendor PO Payment Request? With very large requests, we need to be able to break it down into payments as the project progresses. For Acumatica to expect that all prepayment requests will be paid in one payment in full is unreasonable. Can this please be addressed and modified?There isn’t even an option on the Financial tab of the entry screen to indicate that it will be done in multiple payments. Is there a better way to handle something like this? 

Hi everyone,Has anyone experienced an issue where the live shipping rates for a UPS account are not pulling through correctly in Acumatica?If so, have you found any solutions or troubleshooting steps that resolved the issue?Any suggestions would be greatly appreciated.Thank you! 

Hi everyone,Has anyone else encountered a timeout error when attaching files to customer contracts?We noticed that the issue only occurs when there is already one or more files attached to the contract. When there are no existing attachments, the file upload works as expected.We have also tried using different browsers, including Chrome and Safari, but the issue persists.Has anyone experienced the same issue or found a workaround?Thank you!

Hello!  I need to add a custom button to the Address on the Leads screen.  The address section is a common screen This is my goal (shown in classic UI) Even if I could extend/modify the “common” files, I don’t want to add this button to every place that this address is used.  The other issue is that the Address section is part of tabGeneral which includes the Contact section.<qp-tabbar id="LeadCurrent_tab" class="label-size-m" wg-container="">    <qp-tab id="tabGeneral" caption="General" ref="tabGeneral_Content"></qp-tab>I am lost as to how I can accomplish this.Would I have to completely replace the tabGeneral with a custom tab and put all the fields and related business logic?  Thanks in advance for any tips.

I wanted to take a minute to share this with the community. If you have the following feature enabled on Microsoft Edge, it breaks the ability for Acumatica to export to excel ( the little excel buttons on every grid in the system ) if you are using Modern UI. Disable it and you can export to excel again.  

After upgrading to 24R1, it seems that the Total Cost field was removed in 24R1.  What was the reason?  Is this an oversight or is there some other way to get this information? 

Hi there, Im also met this strange behaviour, and im confused why this happends. Part 1. Story + Default UI This issue caused by FSAppoinmentDet.LineRef. For some reason, in default UI while i inserting rows in Details whithout saving everything is good.  Case 2. If i insert 1 line. Save Doc. Trying to insert next line(without page refresh.). As you see here, line ref duplicated and it`s obvious that i will recieve this error here.If i repeat this case, but with page refresh(ctr + r). Ref nbr on row init defaults as expected. I got this behaviour if i publish 2 cusomization. This customizations don`t interferring with events of insert or defaultings. in both i have only row selected( Events.RowSelected<FSAppointment> e ).In case if 1 of those was published everything ok. You can assume, that i partially find source of issue. Part 2. MUIIf i repeat any of cases from previous part, everything will work as expected. without any errors.I understand thats it`s two different Web applic

When enter purchase receipt unit cost of inventory change difference from purchase order. I don’t why it has happed. Here it is 

According to the documentation Purchase Receipts , when we create a Receipt, the system recalculates the Unit Cost instead of using the exact Unit Cost entered in the PO, right?Why does the system recalculate the Receipt Unit Cost from the PO instead of using the exact Unit Cost we enter on the PO? Is there any way to change this configuration so that the system keeps the exact Unit Cost entered in the Purchase Order instead of recalculating it? 

Hi Acumatica Community,Is there a way to restrict the release of a Move transaction if there is no related Material Transaction?The requirement is to ensure that, upon releasing the Move transaction, the system recognizes the materials used in the production.We would like to prevent the Move transaction from being released if no Material Transaction has been created or released for the production.We would appreciate any suggestions or recommendations on how to achieve this requirement in Acumatica.Thank you!

I'm running into an issue with an Import Scenario built for the Vendors screen, specifically for updating T4A related fields (CRA Reporting Type, T4A Box, CRA Vendor Type, CRA Payroll Account Number/SIN) on existing vendors. Here's the setup:Data Provider: Excel ProviderImport Scenario mapped to the Vendors screen On the Vendors screen itself, the conditional requirement works exactly as expected. Individual vendors ask for a SIN, Corporation and Partnership vendors ask for a CRA Payroll Account Number. No errors when entering manually. But when I run these through the Import Scenario, I get two consistent problems:Individual vendor type always fail with "CRA Payroll Account Number cannot be empty," even though SIN is the field that should actually be required for that vendor type. It behaves as if the import is checking CRA Payroll Account Number regardless of CRA Vendor Type. Partnership vendor type import without any error at all, but when I open the vendor record afterward, CRA Ven

Has anyone else experienced incorrect time zones being logged in the timecard from Appointment Logs? We are seeing incorrect time zones even for the same customer on the same day. I have reported this and the suggested solution is to manually change our settings on our mobile devices. Development team does not think this is an issue and is not moving forward to fix. If it is happening to others we need to get it reported.

I have successfully added a Purchase Return record by running this BE as Trigger by Action. When I change it to Trigger by Record Change/Record Inserted, and add a new record to the GI, it does not run. I am using a Shared Filter of Return Approved in the BE; could that by why?GI and BE are attached.