Everything Else

Hi everyone!With the rollout of Acumatica 2026 R1, many of us are starting to move clients or internal teams into the Modern UI. While the look is great, we are seeing some functional differences compared to the Classic UI, for example, there are reported challenges with how hyperlinks and redirects behave in custom screens or moving several JS functionality from Classic UI to Modern UI.I’m curious to hear from other partners and customers: What is one thing about the Modern UI that surprised you (good or bad) during a rollout?Is there a specific training tip or a configuration you’ve found that makes the transition smoother for end-users? I'd love to gather some 'best practices' to share as we all get used to the 2026 release!Thanks,Shushanna

Hello,I have a scenario where when the user navigates to Customers » Print statement and click on ‘send’ the email activity pop up is generated with the default email template configured in the Report designer Template ID.  However when the user clicks on select template » replacing email body the fields mentioned with ((XXX.XXX)) such as ((CustomerDefaultBillingContact.EMail)) in the email template is not getting populated.  This is the header of the email template the user selects when changing the default template to the custom one  however, only the text is appearing on the email  I had tried to add this template to the report designer to see if the fields are populating and they do appear properly. it doesn't work only when the template is changed. Appreciate if anyone could help me in identifying the issue here and how to resolve it.  Thank you so much in advance.

Hi All,Is there a way we can sync Actvities Created in Acumatica to Outlook Calendar? Thanks!

I’m looking to confirm that the following business event and subscriber should indeed trigger the “prepare invoice” button on a sales order. This business event is based on a generic inquiry that only shows sales orders with a specific ship zone and a status of open (so once the sales order is invoiced it will no longer be shown on the GI)XML To the GI is attached Action Execution: I can’t seem to get the business event to trigger for all of the records that already exist. I’m not sure when a new record will be added. Business event XML is added as well.Note I have tried the Raise Event: be “For Each Record” as well and wasn’t able to get it to initially run. Another thing I tried was counter filtering my GI so there were no records and then remove the counter filters so records would appear and that did not trigger the business event either. 

Hi AllI’m setting up Employee Timecars & I want users to Enter their AL (Annual Leave)However I don’t want the AL Earning Type to be associated with a Labor Item. Hence I’m runing into this error.Is there a way around this.  

Since the upgrade to 2026R1, if you view the ERP via http (some functionality isn’t available in the app, such as SO copying, etc), the decimal is now missing (used to show up next to the zero) from the numeric keyboard to enter cents into the field.  This makes the web interface difficult for any currency transactions the aren’t whole numbers.  There is a workaround in that you can enter a number into the field and when you leave the field it will add the decimalization to the whole number (.00) (to make 1 into 1.00) and then you can use your finger to go back into it to edit the cents and/or remove the whole number.  Hoping this is fixed in an update! 

I got notified I have a private message on this forum but when I try to go in my private messages, even the old messages are gone.  Is it my account or someone else has experienced and know how to fix it?  This is kind of funny in a way :)​@Chris Hackett , something you can help with?

We created a system email account for the user.We assigned it to the user on the Email Accounts Screen as shown. The reply address was populated as well on this screen.When I log in as this user, and email a sales order, PO, etc.  the email says it is from the default email account in email preferences.  We want it to say it was emailed from this user’s email address. 

Hi,One user experienced a popup error stating “PXSerialChart is not defined” in the system. This issue is intermittent and occurs inconsistently in different forms. However, once the user clicks OK, the error disappears and the screen continues to work normally. What could be the reason for this? Thanks! 

How do I use the @me value on a dashboard? Each time I add the @me, it changes to 0 when I save.  

We have been using Acumatica for 10 years and here are the modules that we are currently using under Field Service Edition SaaS Subscription Financials and Inventory Management Service Management - unlimited resources Equipment Management Deferred Revenue  Contract Management Customer Management with Portal Personalized Domain and SSL Resource Level - L2What are the modules I need to avail if I'm going to use the latest subscription options of Acumatica?Thank you.

Does anyone have a well defined process for merging duplicate (or more) customer records? From research i have seen making one customer inactive but then the history with the merged customer is lost.  We have several instances where imported customer data had more than two records. Ideally we would have the ability to compare conflicting data and update all references and documents to this data, and, if possible bring over to the one customer all customer history - having control and being able to make decisions what merges.Any help, insights or input here would be greatly appreciated!

I had a client recently respond with their acumatica instance in dark mode (at least that’s what it looks like to me!) and i was wondering if anyone in the community knew how to make this change? i thought it was the browser but when i switched chrome to dark mode, acumatica’s screens were still white.  this is what i’m looking for:this would be an awesome feature (i saw a similar idea which i’ve included below but it seems to be about 4 years old so hopefully this reignites a spark) 

Hi,I have a requirement to configure an approval rule so that AP Bills are routed for approval when the vendor is an employee.This is only one of several approval rules in our workflow, so hardcoding vendor IDs is not a feasible solution, as employees may change over time. Is there a standard way to identify employee vendors within approval conditions so that the rule can be evaluated dynamically?Thank you!

Hello,We are troubleshooting an issue with the built-in eSign / DocuSign integration after upgrading a client to Acumatica 2026 R1.The client’s Acumatica-to-DocuSign integration has been down since the upgrade. We are able to get to the DocuSign authorization screen and select Allow Access, but after DocuSign redirects back to Acumatica, Acumatica displays:“The connection to the eSign provider has failed.”We have been working with Acumatica Support and DocuSign Support, but have not yet found a resolution.Current findings:DocuSign Support has confirmed the following:The Integration Key / Client ID is valid. The Client Secret is valid. The initial authentication call from Acumatica to DocuSign is successful. The issue appears to occur after DocuSign authorization, when Acumatica attempts to complete the connection.Redirect URIs tested:We have attempted several redirect URI formats in DocuSign, including:https://denizenhome.acumatica.com/Pages/ES/ESign.aspxhttps://denizenhome.acumatica.c

When a user is created manually on the Users screen, entering login ID directly, with Generate Password checked, linking to an employee, assigning roles, and saving, the welcome email fires immediately and is logged in Activities.When a user is created using the "Add Active Directory User" button, following the same subsequent steps (link employee, assign roles, save), the welcome email does not fire. Is this expected/documented behavior, i.e., is the welcome email trigger tied specifically to system-generated password creation (which AD-linked users never get, since they authenticate via AD)? Or is there a setting/condition we're missing that would allow the email to fire for AD-imported users as well?We'd like the same welcome notification to go out to AD-imported user.

Hi community,Does anyone know what access rights allow for a role to log into the site under Maintenance Mode? I know it says only system administrators can log in. If I copy and paste the System Administrator role in Acumatica to a new role, can that new role log in under Maintenance Mode? If not, is it possible to be changed? I am looking for a role that has almost everything the System Admin has; however, I want the role to be able to login under Maintenance Mode.Thanks,RJ

We're testing Workgroup-based approval routing (Company Tree, EP204061) as the Approver on an Approval Map (EP205015) so any member of a group can approve when the primary approver is unavailable. This works as expected in 2025 R1. We're migrating to 2026 R1 in ~3 months and want to confirm: has the Workgroup-as-Approver mechanic, or general Company Tree behavior, changed at all in 2026 R1? We're aware 2026 R1 adds new approval workflow support for Inventory Adjustments specifically - just want to confirm nothing changed for existing AP/PO/Expense approval maps already using Workgroups.Is there any recommended best-practice approach than this work group or org-chart approach?

We are getting an error when using the Substituted List function on the stock item screen in an import scenario.From what we read, this is supposed to be supported. We created a substitution list with the stock item (original value) and vendor part number (substitution value).The field in the excel file ([Vendor Inventory ID]) contains the original value. We were expecting the inventory ID to be replaced with the substitution value (stock item), but we are getting an error that suggests it is trying to insert a new value. Anybody have thoughts or suggestions?   

I created a GI that monitors SO Lines for items that are “Explodable” which are designated via an item attribute. I’m new to creating business events but I want an import scenario to run when new records are added to this GI. When the items are exploded the “Explodable” item is deleted from the sales order, thus not returning to the GI that monitors sales order lines. Do I have my business event set up correctly? I can’t seem to get it to fire.  XML AttachedThe import scenario itself operates as expected.

Hi,I have a requirement to restrict users from viewing Workgroup Approval records.Although the My Approvals filter is selected by default, users can still switch the filter to All Records and view Workgroup Approval records that they should not have access to.Is there a standard way to prevent users from selecting All Records, or otherwise restrict them so they can only view their own approvals (or the approvals they are authorized to see)?TIA.

Hi there everyone,Our company recently upgraded to 26R1, we noticed a few bugs here and there, but one that seems to be prevalent is an issue with the autocomplete box.  For example, when typing in an item into the Sales Order screen, typically a box automatically comes down, giving you different autocomplete options to choose from. However, now it is only loading the first 15 rows of that, and then showing only blank rows afterwards.This happens both on the Classic and Modern UI, and it happens for all fields that can be auto completed, like Inventory ID and Customer. Each time it shows the first 15 results, and then the remaining populated rows are blank. If you click on one of the blank rows, something is actually entered in, it looks like the text in the autofill box is just invisible to us. Has anyone else experienced this?

I’m fairly certain that this will require a customization, but I wanted to run it past brighter people than myself to confirm.We want to limit the STOCK ITEMS a customer can see and order in the self service customer portal.  I am aware we can set up restiction groups, but they are based on actually adding individual USER IDs to the restrictions group.  We want to be able to establish these restrictions on a number of attributes in the CUSTOMER.Fake examples of attributes in the customer record:Certified?Insured?Trustworthy?There will be about 10 attributes on the CUSTOMER, and they may have multiple attributes checked as “yes”.The standard restriction group requires that you enter users here rather than being able to read an attribute on the customer record.Is there a way to do this without a customization? 

Acumatica recently forced all companies to use the EZPost shipping integration who were using the native WorldShip and Stamps.com integrations, but this integration is currently down. Any update on what happened and when this will be fixed?None of our sites using this integration can ship right now.