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Hey, team - wanted to know if there’s anything I’m overlooking here.  I’ve inherited a client (1-year post-go-live) that needs to transfer materials purchased to projects back into free stock from time to time.  For what it’s worth, I would have configured their locations differently, but we may be too far down the road to try and reconfigure at this point.For obvious reasons, when selecting the material from Project stock with NO project or project task selected, the Location selector does not accurately recognize the Qty. On Hand (you’ll see why below.)Then, when we put Project and Task information in the line, we can see the correct location and Qty. On Hand.   When we select this location, the Project and Project Task fields reset, which is inconvenient if there are many items that need transferred. Is there any way around this?  Preferably as a configuration, but I’m not against a low/no-code solution as well.  As I’ve said above, we may be past the point where I would set up Proj

Hi @all,Is it possible to Reprint check which is in closed status?

When I publish modernui files, in the typescript it goes to “src/screens/customScreen/customScreen/customScreen” but that screen doesn’t exist in the file locations for standard Acumatica screens, so I end up with an error ‘Cannot find module 'src/screens/customScreen/customScreen/customScreen' or its corresponding type declarations.’ Where should I point my typescript to?

Hi everyone,Does anyone here encountered their automation schedule suddenly stopped processing after a few days? We have the following configured to automate recognition of deferred taxes. It is running but nothing is processed. Any advise? Tried replicating this same configuration on my local instance but gives the same result. Thanks, 

client want to show live stream in custom screen

I generated periods for 2026. When I try to open them on Manage Financial Periods, 2026 is unavailable for selection. I’m in the Sales Demo environment, but I don’t think that should make a difference. Thoughts?

Hi, I need some help with a report.We have a weekly report that is scheduled to be sent every week. We received it correctly throughout the month, but this week the report was generated with a Non-Production watermark.When I send the report manually, there is no watermark.Could you please advise what might cause the watermark to appear only in some cases? 

Good afternoon, I’m looking to see if anyone has had any experience with setting up an integration with Alteryx, and if there were any unexpected hurdles or tips needed to make them work. We’re currently looking at just establishing a generic ODBC connection to capture data, which should be pretty straight forward.

Can anyone explain me the stepwise procedure to reprint the AP checks?Already went thru the below post:https://community.acumatica.com/financials%2D7/payable%2Dcheck%2Dre%2Dprint%2Dfunctionality%2D7430 Thanks in advance.

Hi there,I need to convert the total SO Line value into words (letter format). I have reviewed the links below and noticed that this does not appear to be a straightforward process and may require customization. I would like to double-check with you whether there is any standard or built-in way to achieve this in the latest releases, without requiring customization.Thank you in advance for your guidance.https://community.acumatica.com/develop-customizations-288/how-to-convert-amount-into-word-when-the-amount-is-more-than-ten-thousand-15933?tid=15933&fid=288https://blog.acumatica.com.sg/2017/09/amount-to-words-conversion-at-acumatica.htmlhttps://stackoverflow.com/questions/38320680/how-to-do-word-representation-of-amount-field-in-acumatica-invoice-report-ar-64https://community.acumatica.com/reports-and-generic-inquires-115/convert-amount-to-words-in-report-designer-26713?tid=26713&fid=115    

Will a Shopify refund Void the Payment on the same day? Currently, the sales order is canceled, but the payment is not voided. Will the system automatically void the payment once the order is canceled in Shopify, or are there any specific steps that need to be followed?

Weekly, Thursday payroll has 53 pay periods in 2025.Thursday 1/1/2026 will be paid on Wed 12/31/2025 due to calendar exceptions/holidays.This results in an extra pay period in 2025.Employees with “Annual” unit of pay compensation receive a smaller check each pay period due to 53 periods. A simple example - $52,000 annual salary normally results in $1,000 gross per period. With the 53rd period, $52,000 annual salary results in $981.13 gross per period.Is this expected behavior?  I thought Acumatica would use the Employees Working Weeks per Year for this calculation, not the number of pay periods.  I guess both methods are reasonable.I found the following work-arounds for salary employees:Change salary rates and employee type to Hourly - defeats the purpose of Salary type Enter a manual salary rate every pay period - also defeats the purpose of Salary typeAre these the only/best options?Perhaps I’m missing something.

I want to add a few fields to the Contacts screen on the Mobile App.  I’ve successfully got 3 of them to show, but the City field won’t.I modified the CR3020PL GI to enable the Address1 field to be visible.  I added the City field as well.  When you view the GI, the fields are visible.I blacked out the email, address and phone number. This is my code to update the CR3020PLupdate screen CR3020PL { update container "Result"{ fieldsToShow = 6 containerActionsToExpand = 1 add field "City" add field "AddressLine1" add field "Phone1" add field "Email" remove field "JobTitle" remove field "Status" }}If I remove AddressLine1, it goes away, so I do believe my updates are working.I set the fieldsToShow to 10 and it still only shows per the screenshot.In the GI, you can see the fields are in the Results Grid.  I had to enable AddressLine1 to make it visible on the Mobile app. Hopefully I am missing something simple.

Hi Everyone,I’m working on a customization where I need to add an action to the Sales Order line that behaves similar to the standard Add Related Item function. I already have a custom popup and a DAC that stores line-level kit component details. Now I want to extend this by adding the “Add Related Item” functionality inside my custom action.I’m looking for guidance on the correct approach: How can I call or reuse the existing “Add Related Item” logic from my custom action? Is there a way to trigger the same popup and selection logic that Acumatica uses in the standard action? If the standard behavior cannot be reused directly, what is the recommended pattern to rebuild this functionality for a custom grid action. Any examples or references of extending or overriding the Add Related Item action would be helpful. Screenshot to refer : This is my action in grid & I copy same field in action with same attribute but its not working.Thanks in advance for any suggestions or example

Meet Nick Cerri our Acumatica Community Featured Member for December 2025. It’s great to have you as part of the Acumatica Community ​@nickcerri32.I'm Nick.  I'm a Senior Solutions Consultant for C&A Technology since November 2024, where I have the pleasure of guiding customers through their implementation journey making sure that they get the most out of their system.  We're an up-and-coming player in the Acumatica space focused on getting our clients into the Acumatica ecosystem quickly and effectively.  I strive to give my clients the best bang for their proverbial buck. Before C&A, I was a part of SWK's Development team where I handled customization spec-writing and testing.  I got hooked on Acumatica back in early 2022 when, as an end user for a construction company, I was tapped as the SME for the implementation.   I was able to use my prior work experience in Engineering, Construction, Project Management,  and IT to get 150 users live in 6 months.   When I'm not solving

Hello Team,I’m seeking advise  on the correct approach to reverse or correct an AR retainage invoice that generated an unexpected/abnormal GST amount in the tax total.We are a construction company processing a partial holdback (retainage) for a project. The retainage invoice was created by releasing AR retainage and selecting only the applicable lines. However, upon release, the system calculated a GST amount that does not align with the retainage value or expected tax calculation.I would appreciate assistance with the following: Possible reasons Acumatica may calculate GST incorrectly on a partial retainage release The recommended method to reverse or adjust the invoice while ensuring GST is corrected properly Any insight or best-practice guidance would be appreciated.Thank you.

I have a custom smart panel with a grid inside it, and I need to focus the cursor on a specific field in the first row of this grid when the panel opens, as if I had clicked on that field. Does anyone know if this is possible to implement?To be more specific, let’s take the grid on the TASKS tab from the PM301000 screen as an example. Is it possible to make it so that when this tab is opened, the system automatically behaves as if the first row’s Rate Table column has been clicked, just like in the screenshot? 

We received a credit card refund from a vendor and I am unable to see it when I am reconciling the credit card statement.  I have entered the debit adjustment in AP.

 What can I do with a user that constantly is getting locked out? Besides clearing temporary files and cookies, what can be done to minimize this issue?

Hello Acumatica Community,We currently apply multiple discount codes to a single AR Invoice. These discounts are summed and posted as a single document discount, which is then mapped to one GL discount account.Is there a way to configure Acumatica so that different discount codes on the same AR Invoice can post to different GL accounts instead of being combined into a single discount posting?Any guidance or recommended approach would be appreciated. 

Hello,We refunded the customer, but in Acumatica the refund was voided by mistake (this was not voided on the credit card portal). The customer did receive the refund — the issue is only with the record inside Acumatica.What is the best way to correct this so the system reflects the actual refund?Thank you. 

AI was used to create this Post.In Acumatica ERP, Intercompany Transactions allow you to manage business operations between multiple companies (subsidiaries) within the same Acumatica instance. This feature is essential for organizations with multiple entities that need to transact with each other, such as transferring inventory, sharing expenses, or consolidating financial data.Here’s a detailed guide on how to set up and manage InterCompany Transactions in Acumatica ERP:1. Enable Multi-Company and Intercompany Features Enable Multi-Company Mode: Go to Configuration > Enable/Disable Features. Enable the Multi-Company feature. Enable Intercompany Transactions: In the same Enable/Disable Features screen, ensure that the Intercompany Transactions feature is enabled. 2. Configure Companies for Intercompany Transactions Create or Configure Companies: Go to Configuration > Organization Structure > Companies. Create or configure the companies involved in interc

Hi Community,I am gathering information regarding importing subcontract balances into Acumatica. I would like to get your input on this topic Do you use the Acumatica standard Subcontract import scenarios for importing subcontract balances? When importing subcontract balances, how do you update subcontract Billed Quantity and Amount? Is it through a customization? Do you import AP bills with unreleased retainage, change orders, compliance records linked to the subcontract? What are the difficulties you currently face in importing subcontracts information into Acumatica?Your responses will greatly help our engineering team in building the right solution. 

Could I get some details on how and who to contact for EDI development for our customer. They have specific Vendors that require EDI, and we need to set it up for them. Thank you in advance! - Johanna

Hello Everyone,I worked on a Shopify Connector Customization in 24R1 (Build 24.121.0004) to update sales order line custom field on order sync.The same customization I upgraded to 25R2 (Build 25.200.0248) But in this version it is not working and the sale order line custom field is not updating during order sync.Sharing the sample code below for review, can you please help with resolution.DAC:public sealed class KNSPAMISOLineExt : PXCacheExtension<SOLine>{    public static bool IsActive() { return true; }       #region TestQty    [PXDBDecimal()]    [PXUIField(DisplayName = "TestQty")]    public decimal? TestQty { get; set; }    public abstract class testQty : PX.Data.BQL.BqlDecimal.Field<testQty> { }    #endregion}ASPX:<RowTemplate> <px:PXNumberEdit ID="edTestQty" runat="server" DataField="TestQty" CommitChanges="true" ></px:PXNumberEdit></RowTemplate><Columns> <px:PXGridColumn DataField="TestQty" Width="70" CommitChanges="True" /></Co