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Hello - We have a Row Set that is quite large, tens of thousands of lines, and we need to copy it to make a similar report with just a few changes. When I attempt to copy it, the copy seems like it works, but when I save, I get the below error message. Is there any work around to this?Thanks!  

I have a project. The npm build for the Modern UI was successful, but an error occurs when publishing the project.  After checking the error details, it seems to be related to an official extension. I have a completely clean installation of Acumatica 2026 R1. I have not modified any system files or code at all. How can I resolve this?  

Following an upgrade to 25R2 Build 25.201.0213.3 this Known Issue is still occurring. The current Solution indicates updating to 24R1 or new for the fix…. is there a solution for 25R2 that anyone is aware of? This error occurs when a Requisition has an attachment at the line level, preventing the PO from being generated. The workaround requires users to remove attached documents from the document line level prior to creating a PO. This is problematic because File Attachments added to a Requisition at the Document level do not get attached to the related PO.  

If you have a ship via with no cost associated with it and select it, it fills the Freight Cost field in the Totals Tab with zero.  I can enter a value and save it and all is well.  After entering my desired amount and select a different Ship Via that doesn’t have a cost associated with it, it changes the cost to zero, and I don’t want to overwrite the Freight Cost I entered.I THINK that if I can override the events on the Ship Via to NOT update ANYTHING unless the Ship Via has a cost setup on it, OR it is a connected service, that might do what I need.Is this what I should do to try to cancel the update event for Ship Via?  If so, what code do I put in that will “cancel” the update event? } protected virtual void SOOrder_ShipVia_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e, PXFieldUpdated InvokeBaseHandler) { if (InvokeBaseHandler != null) InvokeBaseHandler(cache, e); var row = (SOOrder)e.Row; Carrier carrier = SelectFrom<Carrier>.Where<Carrier.carrierID

We are trying to enable Stripe processing for our sales orders and despite setting up the processing center and it testing OK when we click the Test Credentials button we get what looks like an incomplete dialog after clicking capture on the Create Payment dialog.The bottom section for the address and contact info can be filed in but the bottom button remains blank and does nothing when clicked.The top section for the credit card info seems to just be labels with no fields that can be edited.This remains until we click the cross.The connection to Stripe seems to be working as I can see a transaction with the matching amount which says Incomplete along with two other entries of $1.00 each time under Transactions>Payments on the Stripe website. The $1.00 entries say cancelled. Any ideas of how/where to troubleshoot this would be much appreciated as I’m stumped.Thanks,Phil

Vibe Coding Acumatica Customizations====================================I have been experimenting with something I am calling vibe coding Acumatica customizations.Not "type one magic prompt and let AI build an ERP system."I mean using an AI coding assistant as a fast pair programmer while I bring the Acumatica context: real screens, DACs, graph files, ASPX, SQL, screenshots, notes, and publish feedback.And honestly, it has been a lot of fun.I used this workflow to help build real Acumatica customization work:- A shop-floor kiosk for production employees.- Production scheduling screens that publish dates back to manufacturing operations.- A PayCor punch queue connected to kiosk day punches.- A tracked mass email system with personalized links, batching, response tracking, and a dashboard.These examples are coming in the next posts.The bigger point is this: AI became useful when I stopped treating it like a magic answer machine and started treating it like a project teammate that needed

We are using case management with inbound e-mail processing.  Since upgrading to 2025R2, we are experiencing an issue where line breaks are removed from some plain-text e-mails.  This makes those e-mails very difficult to read.We reported this issue to Acumatica support and they are working on a fix.Is anyone else experiencing this issue? 

We use Velixo for Acumatica. I am trying to export Detail GL data from Acumatica to Excel using Velico but have not been sucessful. I can export toal debit and total credits but I need them exported with dates when the changes occurred. Can anyone point me on the right direction. In the format below. Thank you all.  

Hello,I would like to add a user entry currency field to the sales order header and would like that amount appended to the sales order total and remaining balance? Is there a way to do that in a view delegate so that the totals always accumulate correctly, or do I need to override the amount at every instance of recalculation of the order? Thank you!

Im sure this has been asked, but I can not find it.  I need to know where to allocate material for production orders.  We are running into issues where not all materials are in for all orders, but enough is in for some.  and the production floor doesn’t know what they can and cant fill, then material gets pulled for orders that are not components complete.  example we have 1 product for 5 orders.1,2,3,4,5  we have everything for orders 2 and 5, and I want to allocate that material to those production orders. thanks!

Hi everyone,I have a scenario with four dependent fields:Project Project Task Cost Code Labor ItemEach field already has its own selector with multiple PXRestrictors and dependency logic:Project Task depends on Project Cost Code depends on Project Task Labor Item depends on Project Task + Cost CodeI need to build a custom view based on PMCostBudget, but I want all existing selector filtering logic to be respected instead of rewriting all BQL manually.Is there a recommended way to reuse selector logic directly?

I have reviewed the article (https://community.acumatica.com/topic/show?tid=7266&fid=288) that identifies PXDBWeblink as the way to create a custom field with an URL link to click.  I have also reviewed the website field on the customer contact page and the tracking URL field on the packages tab of a shipment.  But, I can’t seem to get it to work.First, I created a custom field and publish the customization.Then, I add the field to the screen.Then in the data class, I changed the PXDBString(256) to PXDBWeblink.When I publish the customization, the Stock Item screen looks like this.It doesn’t have the icon to open the URL like the contact website nor is it a hyperlink like the tracking URL of the shipment.I’m working in a local 2023 R1 instance and will attach the customization package. 

I have an issue with a link not being displayed on a custom field in Modern UI.#region UsrInvoiceID public abstract class usrInvoiceID : BqlInt.Field<usrInvoiceID> { }[PXDBInt()][PXUIField(DisplayName = "Invoice ID", Enabled = false)][PXDefault(PersistingCheck = PXPersistingCheck.Nothing)]public int? UsrInvoiceID { get; set; }#endregionI have also implemented a LinkCommand in the graph, and configured the same LinkCommand in the ASPX page.In Classic UI, everything works correctly — the field is shown as a clickable link and it opens the expected page.However, in Modern UI, I do not see a link on the field. It is displayed only as plain text.I also tried adding a selector control to the field. This makes it appear like a link in Modern UI, but clicking it does not navigate to the expected screen.Is there a different approach or additional configuration needed for this scenario?

Hi, we have been using Acumatica for 2 years now. Our Receivables customers were originally setup with only an “account name” (Legal name field is not operational - refer below). Our Payables suppliers have both “trading name” and “Legal name”. Customers  SuppliersCan you please advise how we can add the “Receivables Legal Name” field into the Receivables Customer screen or if we need MYOB to make these changes. Thankyou. 

I developed a custom dashboard widget/plugin by following the Acumatica dashboard widget/plugin development documentation.The widget is successfully registered and works correctly in the Classic UI:It appears in the Add Widget dialog.I can add it to the dashboard without issues.However, in the Modern UI, the custom widget does not appear in the Add Widget dialog at all.Built-in widgets are visible in Modern UI, but my custom widget is missing there.What I already checked:The customization package is published successfully.The widget is visible and functional in Classic UI.Has anyone experienced this issue with custom dashboard widgets in Modern UI?Is there an additional registration step, or Modern UI compatibility requirement needed for custom widgets to appear there?I attached a screenshot showing the widget available in the Classic UI dialog.Environment:Acumatica Cloud ERP 2025 R2Build 25.201.0213Thanks in advance. 

Hello!I’m trying to prevent Invoices from exporting as Shipments to fulfill non-stock items sold on Shopify. My client sells hundreds of non-stock items a day which we need to import into Acumatica for accounting purposes only. After these orders are imported into Acumatica, the SO is completed, and an invoice is created. The Connector tried to sync this Invoice to Shopify to complete the order, but we do not need it to do this. I have not been able to successfully setup a filter to prevent this from happening. This is also creating a huge clutter of failed sync records and “processed” shipment/Invoices in the clients sync history screen. Any ideas on how I can stop this from happening? Thanks! 

I am using the above reference to implement this. On the Projects screen, I have two tabs: BTC and HWP. The HWP tab contains multiple UDF fields that should be visible only when the HWP branch is selected; otherwise, they need to be hidden.  After implementing this, the fields are not showing under any condition. Whether I select the HWP branch, BTC branch, or any other branch, they remain hidden. Could you please guide me if I am approaching this correctly?

Hi Teami Need some inputs in sending a email notification to customer when his first order placed in Acumatica.Trigger a notification ONLY when a customer places their FIRST order ever

I am logged in as Administrator and can see the option for Prepare Invoice in the Action drop down for Process Shipment under Sales. order, but other users cannot. 

Problem:When customizing the Vendor (AP303000) screen via the Modern UI Editor in Acumatica 25R2(25.200.0248), users get following error message:Error occured during HTML merge of'....\FrontendSources\screen|src\screens AP\AP303000\extensions AP303000_PersonalDataPrivacy.html' for screen 'AP303000'. Error: Error: In HTML extension'....\FrontendSources\screen|src\screens AP\AP303000\extensions AP303000_PersonalDataPrivacy.html' for screen 'AP303000' child node 'QP-FIELDSET' has AFTER attribute with '#groupAccountAddress', but screen HTML doesn't contain any elements that satisfies such querySelector This is a known issue and has been reported to engineering for fix.Since Vendor screen is one of the most customized screens, users can customize it outside of Modern UI Editor(follow T290 or help for detailed instructions)Here’s a quick walkthroughCreate a new customization projectAdd a new field to VendorR DAC(or required DAC as needed)Publish Customization ProjectCreate your typescript an

I try to migrate my old customization project to modern UI in 2026r1.At first, I wanted to convert the entire project directly, but it failed with the following error:No container found for view ConnectedVendors in the Screen Schema for screen. Probably for the HTML element 'QP-GRID' with the Id 'gridConnectedVendors' provided View Name is not declared in the TypeScript ViewModel.Then I tried to convert each page separately. Some of them succeeded and some failed. And I found that the above error comes from the “Vendors” page.Then a similar “Customers” page also has a similar error:No container found for view CustomerBillingCycles in the Screen Schema for screen. Probably for the HTML element 'QP-GRID' with the Id 'gridBillingCycles' provided View Name is not declared in the TypeScript ViewModel. Judging from the names, these errors are all related to native fields, not the custom fields I added. How should this be solved?

Hello! Is there a way to create a shipment for a Sales Order line prior to the ship-on date associated with that line? We are trying to track our on time delivery when it comes to shipments and we don’t only want to study what causes delays but also want to study what are some root causes that allows certain jobs to ship ahead of time. However, currently Acumatica prevents creating a shipment before the ship-on date. (Ex. I won’t be able to create a shipment today for a Sales Order line that has a Ship-On Date one week from now without changing that date.) Also, is there a direct way to allow for this to happen without going through workarounds that leads to extra keystrokes?I.e.Creating a shipment through the Sales Order → Changing the Shipment Date in the Pop-Up window to match the lines being shipped → Backdating the shipment date in the shipment once it is created.  Creating a shipment manually → Selecting the Add Order button → Selecting the lines and changing the Scheduled Ship D

Wanted to share this with the community!  I think the visual helps a person understand Queue, Finish, and Move Times more quickly.

I can get a richtext editor onto a Modern UI screen, or at least a box that displays html, I can’t seem to find any way to control the height of the text area.  I need to to be at least 500px high.I attempted to add the class stretch, but it didn’t work.HTML / TS<template>  <qp-fieldset id="Document_PXLayoutRule1_fs" view.bind="Document" wg-container="Document_form">    <field name="Question"></field>  </qp-fieldset>  <qp-fieldset id="Document_PXLayoutRule2_fs" view.bind="Document" wg-container="Document_form" class="stretch">    <field name="Answer" control-type="qp-rich-text-editor" class="stretch"></field>  </qp-fieldset></template>export class AskQuestionFilter extends PXView { Question: PXFieldState; Answer: PXFieldState;}The class stretch on the fieldset makes the grey container area large but doesn’t affect the RichText control. If I add it to both the fieldset and the field then the RichText control stays small (in h

Good morning,We are finding that when clicking on the  calendar / Year in our various Report Designer reports, the list of year values is now limited.  The first year in the list is after our go-live, so to see a wide open date range, we need to key in the value, instead of using the calendar view like below to switch to a year in the teens..Did something change recently that would limit the years in some way?  Can this be configured in our setup to extend the range?Thanks!