Discussion Forums

Hi Team,I am working on adding a custom tab to the Project Task screen in the modern UI. However, I am encountering an issue where the tab does not display correctly.When I click the arrow icon available on the screen, the custom tab appears as "undefined" instead of showing the expected content or label.I have already reviewed the related files and configuration, but I am unable to identify the root cause of the issue.Expected Behavior:The custom tab should display with the correct label and content when selected.Actual Behavior:The tab shows "undefined" when clicked.Could anyone please guide me on what might be causing this issue or how to resolve it?Thanks in advance. HTLM Code  <qp-tab id="tabSubTasks" caption="SubTasks">      <qp-template id="tabSubTasks_TaskProperties_CstFormView2_div0" qp-collapsible="">        <qp-fieldset            id="SubTasks_CstPXLayoutRule3_fs"            slot="A"            view.bind="SubTasks"            wg-container="SubTasks_CstFormView

Hi guys. I want to ask is it possible to add project accounting module to general business license?Thank you.

Hello Everyone, so one of my clients have an additional Module in Acumatica for their budgeting program right and my client want to have Project Accounting, is that possible to add project accounting module to general business license?Please give us your advice about this, I really appreciate, thank you. 

Hi All,Where can I pull a report or something to see audit history? I need to see when users were added and removed, those types of activities. The auditors need this info 

Recently since last week we have been notice Dashboards are changing without any interaction . I am trying to find the root cause but no changes has been made. I am raising this in community so get some help to troubleshoot this issue. Below listed issue we are facing currently . Financial  year 2025 and 2026 turned into Calendar year 2025 and 2026-  the graph chart  The table data Sales by month missing value for Feb  FY2026 and Jan FY2027 Sales by product YTD shows accurate data but for last year not current year -Donut chart Ales by product MTD - donut chart disappeared  Total sales MTD -shows 0  

We are looking for advice on how to handle custom-configured instruments in Acumatica.We purchase assemblies/instruments where the hardware may share the same base inventory ID or vendor part number, but each unit has a project-specific tag or configuration known at the time of purchase. Today, we can assign serial/lot information at receipt, but we have not found a good way to capture the tag/configuration at PO creation so it stays tied to the PO line through receiving.Example:We may order three pressure transmitter assemblies from the same vendor.All three use the same Acumatica inventory ID:ASH ASSEMBLYHowever, each assembly is configured for a different project tag: PO Line Inventory ID Project Tag / Configuration Real Serial Number 1 ASH ASSEMBLY 2593001 PT-101 Unknown until receipt 2 ASH ASSEMBLY 2593001 PT-102 Unknown until receipt 3 ASH ASSEMBLY

We recently updated from 24R2 to 25R2. For HIPAA and data security reasons, we need an audit trail on our customer accounts. 24R2 and previous releases, clicking audit history from the AR303000 showed ONLY the audit history for the current client.After the upgrade, the audit history shows audit history in chronological order for all accounts, and only about 2 days worth of audits shows up on the page.Screenshot of current audit history--expanding the history shows field changes for any customer, not just limited to the customer ID.Same customer - audit history from 24R2 (we still have a testDB prebackup). expanding the changes is limited to the customer ID.  Our developer has been unable to find the changes in this screen.  Do we need to try to build a GI to re-create this funtionality? Our security policy requires this audit log to be accessible and usable. Thanks!

In 2025 R2, the error message is misspelt for unknown and shows uknown, just an FYI. I already know I needed to import APTran, just wanted to make it known that there is a misspelling there.   

We are trying to have multiple guest accounts. Our client wants each guest customer to have an individual account. According to 'Help,' we need to change the limit to 1 because the default is per 10,000 orders.What will be the problem if we do that? Also, while checking the Web.config file, we couldn’t find the MaxOrderPerGuestAccount parameter. How can we change it?Thank you for answering this question.

I am at a loss.  I have read just about everything I can and have no clue what I am doing wrong.  I have an APP ID for open exchange rate. What do I do with it though?I have followed steps for setting up multi currency but there is still something missing.What required data is missing?  

Is there a way to fire a report triggered by a Business Events and sent to DeviceHub printer?

Is anyone else having issues changing the system date in 2026R1 in the Edge browser? Seems to be isolated there but works fine in Firefox. Just checking if I can change a browser setting or if there’s another option.Click but no result :)  

In the Posting Class, I’ve configured the Subaccount to pull the first 3 segments from the Warehouse. I also have the subaccounts set up on the Warehouse level. However, when I create an SO, Shipment, and the resulting GL transaction, it’s still pulling from the Inventory Item instead of the Warehouse. Am I missing a setup step somewhere?

Just wondering if there is a way to we enter ABN details for a customer?

When doing stock take, I want to be able to see stock item’s Alternate ID, specifically for ‘OEM Part Numbers’ - I want the Alternate ID on Prepare Physical Count review, Physical Inventory Count and Physical Inventory Review screen. I note they are not a generic inquiry screens and thought this is possible via customizations? 

What is the proper field to use in the Link to Entity for in the Email Template used as subscriber for Business Event based in AR InvoiceThe desire is to have the email appear in the activities of the Invoice. (I am unable to shows my current config with customer data)    

What is the proper way to record Sales to Lessors for your Customer?  For example, ABC Services Inc. (the “real” customer) is planning to “buy” a Trailer (the product) from us but have XYZ Leasing Inc. purchase it and lease to ABC Services.XYZ Leasing is instructing us to record them as the Customer in Acumatica and reference ABC Services in the Ship To address.  I think this is wrong - I feel the “real” customer ABC Services should the Customer in Acumatica and XYZ Leasing should be in the Bill To address.Does anyone have a creative way to do this and satisfy lessors requirements?  Should we be looking at parent-child relationships, Customer Locations, etc.?

It would be really helpful on the Project Cost Budget & Revenue Budget tabs to also be able to Group by Cost Code & Account Group. When summarizing by Task, the GI very conveniently gives a total row. I’m also putting out there the suggestion to have it total without the summarization, because right now it will not total unless the task box is checked (second Screen shot) 

Hi all,Is there any possibility to assign the Inventory Management method to FEFO (First Expiry, First Out)?Thanks in advance!

Hi - in MYOB Acumatica Pay Details screen, how do update second line ‘Payment Summary’ to untick the ‘Use default email address’ and tick the ‘Use Personal Email’ in import scenario?I’ve tried IIf statements without success, so I just updated ‘Payslip’ line in the meantime.How to untick Use default email address and tick Use Personal Email insteadMy import scenario 

Hey, gang - Running into an error and it isn’t clear where it’s coming from.  I’ve got 3 separate deductions that produce this error when I attempt to process liability bills. The corresponding account is NOT associated with an account group, so it’s not obvious why I’d be getting a project error. To make things a bit muddier, I’ve got a similar deduction that affects the tax calculation, uses the same account but DOES NOT result in an error.This is 25R1, so the Require Single Project per Document field is no longer available in AP Preferences. FWIW, the deductions in question are only used for one employee.  Any ideas on where the error is coming from?  Thanks in advance!

Has updating system DLLs used by Acumatica and adding binding redirects been a problem for anyone?   I’m considering updating and adding the following:<dependentAssembly>  <assemblyIdentity name="Microsoft.Bcl.Memory" publicKeyToken="cc7b13ffcd2ddd51" culture="neutral" />  <bindingRedirect oldVersion="0.0.0.0-10.0.0.0" newVersion="10.0.0.0" /></dependentAssembly><dependentAssembly>  <assemblyIdentity name="System.ClientModel" publicKeyToken="92742159e12e44c8"culture="neutral" />  <bindingRedirect oldVersion="0.0.0.0-1.4.0.0" newVersion="1.4.0.0" /></dependentAssembly><dependentAssembly>  <assemblyIdentity name="Microsoft.Extensions.AI.Abstractions" publicKeyToken="31bf3856ad364e35" culture="neutral" />  <bindingRedirect oldVersion="0.0.0.0-10.0.0.0" newVersion="10.0.0.0" /></dependentAssembly><dependentAssembly>  <assemblyIdentity name="Microsoft.Extensions.AI" publicKeyToken="31bf3856ad364e35" culture="ne

I have created a 25R2 Modern UI instance, added all 25R2-related dependencies into the automation framework, and created wrappers for CS201010 using 25R2 (ClassGenerator.exe.config). However, when I run the automation test script, the automation report shows errors, such as the “Add” button not being present, even though it is visible in the UI. 

We have just upgraded to Acumatica 2025R2, and we know Classic UI will be completely deprecated in 2026R2.After checking with the community, we confirmed that for the same screen, all users must use either Classic UI or Modern UI uniformly; it is not supported to have some users on Modern UI and others on Classic UI for the same screen.Our original plan was to roll out Modern UI gradually: let a small group of tech-savvy, quick-learning users adopt Modern UI first for testing, while all other users stay on Classic UI. Since this approach is not feasible, we would like to ask what is the best migration strategy?Is the only viable option to switch screens one by one gradually ?Our actual situation: many of our end users are older, slow to adapt to interface changes, and resist any layout adjustments. Even moving a single button’s position will lead to complaints from users. We need a smooth, low-resistance migration plan.Please Advise.

Has anyone ever been successful importing the postal codes. I understand Acumatica has the option to upload the postal codes like it does for Journal transactions, but I would like an import scenario to upload the postal codes based on each tax zone. It takes a long time to do it the way Acumatica has it setup. Thaanks