Discussion Forums

Hi everyone,I've created prompts in AI Automation that validate records (for example accounting entries).I'm currently writing the result to a UDF. However, I think the notes field of a record would be a better option. But that field isn't listed among the input fields.Have any of you dealt with this requirement before, and how did you implement it?

 Current BehaviorWhen a KIT item is created in Inventory and selected in a Sales Order (SO), it is displayed as a single line item in the Payment Link. The system does not automatically "explode" the KIT into its individual component items within the Payment Link.Proposed EnhancementWhen a KIT item is selected in a Sales Order, the system should automatically populate the Payment Link with all of the KIT's component items. Each component should be displayed as a separate line item, showing its respective quantity, description, and price. The KIT should remain associated with its component items for reporting, auditing, and traceability purposes. The Payment Link should present an exploded view of the KIT, providing customers with clear visibility into the individual components included in the KIT.

Hello, my company recently started with Acumatica, and we are using the time activity and timecard approval workflow in parallel. The idea is that project managers approve all time activities and the employee’s people manager then approves the whole timecard. The problem with the setup that we are experiencing is, that managers already see the timecard in their approval screen before all time activities are approved. They now have to open each timecard to see if all activities are approved. That is causing a lot of frustration as managers with 10+ employees have to open all timecards one by one over and over to see if they can be approved.Has anyone found a way to make timecards only appear in the approval screen once all time activities are approved? 

We recently upgraded to 2026 R1 and started seeing an issue with credit card pre-authorizations.When a pre-authorization fails, Acumatica still marks the Prepayment Requirement as Satisfied, which allows the order to move forward to shipping.Before the upgrade, failed pre-auth orders stayed in Awaiting Payment status and did not proceed to shipment.We use REPAY, and they confirmed that this appears to be an Acumatica issue.Has anyone experienced this after upgrading to 2026 R1?

Hi! We have a customized table that holds historical sales order data. The goal is to create a GI that displays the historical SO data and current live SO data, where the doc id will show in the same column. Is this something possible to create? I’ve tried joining the DAC with business account ID field, but because the document number on the historical table is ‘DocID,’ and on the SOOrder it’s ‘orderNbr.’ the two fields show up in two different columns instead in the same column.Any suggestions/ideas on if this can be done? Thanks!

I'm facing an issue with Acumatica 2026 R1 (Build 26.100.0175) while implementing hyperlink navigation in a custom Modern UI screen.ScenarioI have a custom screen generated using the Modern UI Generator. The OrderNbr column is displayed as a hyperlink using @linkCommand. @linkCommand("OrderSO")@columnConfig({    width: 250})OrderNbr: PXFieldState<PXFieldOptions.CommitChanges>; public PXAction<TSSOHistoricalData> OrderSO;[PXButton(CommitChanges = true)][PXUIField(DisplayName = "Order SO",    MapEnableRights = PXCacheRights.Select,    MapViewRights = PXCacheRights.Select,    Visible = false)]protected virtual IEnumerable orderSO(PXAdapter adapter){    Dictionary<string, string> parameters = new Dictionary<string, string>    {        { "OrderNbr", DetailsView.Current.OrderNbr }    };    throw new PXRedirectToGIRequiredException("OrderSOGITest", parameters)    {        Mode = PXBaseRedirectException.WindowMode.Layer    };}works fine in Classic UI facing issue in Mod

Hi all,Does anyone know how to display custom fields from the Classic UI after converting a screen to Modern UI in Acumatica 2026 R1?I have existing custom fields that were working correctly in the Classic UI. After converting the screen to Modern UI, the custom fields are no longer displayed.I have tried several approaches, including Screen Configuration, but I still cannot get all of the custom fields to appear.Has anyone faced this issue in Acumatica 2026 R1 and can advise on the correct way to migrate/expose existing Classic UI custom fields in Modern UI?Any guidance would be greatly appreciated.Regards,Lalith

Hi,I have a client that presist that “Pending Invoice Amount” was incorrectly calculated before/after completing project.I have advised with offcial exaplanation Acumatica is that “If the line is billed based on amount, you specify this value manually” & advised this is manually editable.Could there be any other explanation for this behavior?  

Good Day.  I am trying to import multiple Purchase Orders with multiple lines.  The creation of the Purchase Order should use the GL setup as is on the Item record.  This just doesn’t want to work 

Check it out here: 

for look up fields in modern UI 2025R2 such as Projects or Vendor, when clicked a pop-up displays instead of a new tab. Is there a way to change this or just to have the pop up expand the full screen? Users currently have to hit expand every time.  

As the title says we changed our budget layout a year later.  We reclassified many transactions through the Reclassify Transactions process screen.  Worked great for the Cost Budget but then noticed that in the Revenue Budget everything put through already appears to be a negative:  On an old tab I noticed that the Reclassification screen was still loaded with transactions I didn’t reclassify (because they didn’t add with the Cost Budget #’s I was looking for).  However on one line in the Revenue Budget it’s value for Actual Amount was the exact same as the 2 transactions showing that I didn’t reclassify.  Little confused here.This is going to seriously mess up our AIA report.  I reversed all 80 of the GL reclassifications I did believing that would fix the Revenue Budget; however it did not.Any help would be greatly appreciated; not sure what I did wrong nor how to fix it. 

Is there a way to email AIA invoices similar to how the Proforma can be automatically sent?

We have some items which we can stock ourselves or drop-ship to customers. When these items are drop-shipped, we would like to be able to change the Sales and COGS accounts to our drop shipping accounts. While we can change the sales account on the Sales Order for these items, we cannot find a location to overwrite the COGS account from the Purchase Order side of the process. It seems entirely driven by the Stock Items’ Posting Class, which is set to be the usual accounts as drop ship orders for these items are uncommon.Is there a way to specify the account of items on a Purchase Order/Receipt like there is on a Sales Order?

Hi Everyone We are having an issue with rounding up purchase quantity from required quantity on Purchase Order.  For exampleInventory Item: Metal Sheet (Each Sheet is 2.5 sqm)Base Unit: SQMPurchase Unit : EA“Qty Roundup” under manufacturing only applies to required quantity in base unit.  Say 12.9 sqm of metal sheet is required for a production order. It generates a Purchase Order for 5.16 sheets. (We need the Purchase Order to round up the quantity to an integer, in this case 6 sheets.)  We tried implementing lot size as 2.5 in both 1) inventory - replenishment and 2) bill of material - lot.It didn’t seem to work. Could you please suggest a solution? Is customisation the only way?  Thanks in advance. 

Hi everyone,I have a specific functionality implemented in one Acumatica Customization Project.Now, in another Customization Project, I need to reuse some of the functionality and DAC fields that were introduced in the first customization.What would be the recommended approach for this scenario?I would appreciate any recommendations or best practices for structuring customizations in this case.Thanks!

Hello,The “prepare tax report” and “release tax report” are showing different figures for the same entity and same period. Have anyone experienced this before?

Hi All,I need assistance with below:For one our clients, with regards to subaccount restrictions, we have already set and implemented the GL Account to subaccount pairing restrictions (through the GL Account Access) screen, and that works fine.Our subaccounts string are designed in such manner that they include ‘department’ segment specifications (as can be seen below first screenshot for the ENGINEERING department). So, now we want to restrict further using the ‘department segment’ in the subaccount string, such that when a User selects a DEPARTEMNT in the Requests screen (see 2nd screenshot), then on the subaccount column in the detail line, only subaccounts with the ‘ENG’ (Engineering) should show for the user to choose among them (i.e., automatically filter the subaccounts on the line by the department selected at the top). Is it possible to configure such restriction groups without using the GL Account itself/ the users themselves, through standard acumatica configuration?I have b

Release:    2026-7.55.0          Update: August 31, 2026  United States All StatesState Income Tax – effective August 31, 2026Added a new Multi-State Withholding setting that lets you override how tax is calculated for employees who live and/or work in multiple states.By default, the system calculates withholding using each state's standard rules, per that state's Employer Tax Guide. Use this setting if the default calculation doesn't meet your tax requirements.Available options: Value Behavior Resident Only All nonresident work-state wages are taxed as if earned in the resident state. Work-state tax is zero. Nonresident Only Nonresident wages are taxed only in the nonresident work state. Resident-state tax is zero. Zero in Both Both resident-state and work-state tax return zero. None The resident and work states are calculated independently, with no interaction between them: each state taxes only the wages actually

I'm setting up my first import scenario for cash transactions (CS.20.40.00). While I've successfully set up the provider and provider object, I'm encountering issues in the mapping section. The test import file prepares the lines perfectly, but the actual import returns multiple errors—here's the latest one. Could someone please share a screenshot of their scenario so I can compare and see where I am going wrong? 

Good afternoon, We recently upgraded from 25R1 to 25R2, and upon trying to create the LLM connection through Anthropic for Claude, we are getting the following error when trying to test the connection:“The max_completion_tokens parameter has an invalid value. Specify the correct value for this parameter on the LLM Connection form.”  Has anyone else experienced this error and is there a solution to fix it there is no field on the LLM Connection form.  Our partner did ask Acumatica about it, but their response leaves a lot to desire and provides no solution. 

Hi,I have a custom List screen with a grid and a LinkCommand that opens a document in another graph.I currently use:throw new PXRedirectRequiredException(graph, "Document"){ Mode = PXBaseRedirectException.WindowMode.Same};The document opens correctly, but the original List screen is replaced, so the user cannot easily navigate back.WindowMode.NewWindow opens the document in a new tab, which is also not what I want.What is the recommended Acumatica approach to open a document from a List/Grid screen while keeping the ability to navigate back to the original List screen?Thanks!

I am unable to export the Purchase Order Print Form. I logged in as the affected user and verified that the option is grayed out. I attempted to update the access rights, but the issue still persists.Could anyone please provide the steps required to enable the highlighted options shown in the second screenshot? 

Hello Team,We are using the PXPricingAnalysis package, which includes a Pricing Analysis smart panel popup action. When the popup is opened in the Classic UI, the grid applies specific row and cell colors based on the data.Currently, this coloring is handled in the graph using the `Page_Load` event. The implementation creates CSS styles using `PXStyle` and applies them to the `PXGrid` rows/cells through `RowDataBound`.Could anyone please guide us on the recommended way to implement this same row-level and cell-level coloring in Modern UI for this smart panel/grid?I have included the relevant Classic UI implementation below for reference.https://github.com/Acumatica/Acumatica-PricingAnalysis Thank you!

Hello,I was wondering if anyone knows if there is a resolution for this issue:The following error appears when attempting to create a shipment for an order for which the Sched. Shipment date is greater than the current date.This would be considered a bug to us, as there is no reason you should be prevented from shipping an order earlier than requested.This is a required field that is pre-populated from the SO Requested On field, and results in an additional unnecessary and confusing step of manually altering the scheduled shipment date to the current day before creating the shipment.We are shipping non-stock items, back order allowed, allow negative quantity, but that should not matter.I know this was previously a known issue but we are using 2023 R1 where it was supposedly resolved years ago  TYVM!Kyle