Low Code | No Code Customizations or Integrations

We added a user defined field "return reason" on SO Invoice, and set it as required for the Credit Memo type, to require users to select a reason for creating the credit memo.There is no problem for manually created credit memos. But when users use the invoice correction function, when releasing the new invoice, the system will automatically create a credit memo to offset the previous incorrect invoice. Since this action runs in the backend, the credit memo cannot be created, which also causes the new correction invoice cannot be released.I have thought of setting a default value for the return reason. But in this case, users will most likely forget to change it to the real value when manually creating credit memos. When we did not set this field as required before, we already found that many users forgot to select it.Is there any good solution for this?

Hello,I am currently working on the integration between Acumatica and Microsoft Teams, and I would like to know how to configure a Business Event to automatically mention a specific user or group in Teams. The goal is for the notification to appear in a Teams channel with the the specific user or groups being tagged (e.g., @username), for example the new owner of a Ticket.Is there a way to set this up using the native Teams integration in Acumatica? If so, could you provide the steps or any relevant examples?Thank you for your help!

Hi there,Is there any project management software that integrates with Acumatica? I have seen the community-supported Smartsheet integration and a reference to Assignar but nothing else. We are investigating options.We are not using construction edition - we need project management for product development projects.Thank you!

Customer is asking to export various Acumatica entities to Salesforce using the Acumatica Data Provider.  Working with Acumatica support, we were led to believe that it was possible and that you could define the Salesforce schema objects in the data provider based on the exposed Salesforce API.  I thought we would start their first request.  Map Customers to Salesforce Accounts.  The Salesforce data provider is connected and the fill schema fields works.  The customer is using the modern UI.I created a new Export Scenario for Customers to Accounts.  On most of my initial attempts to update a single account, I kept getting an error that multiple accounts found where account = ‘’.  When I added a mapping for the Acumatica customer number to export to the Account ID field, I received the error filter error: select id from account where accountID = ‘0000002’.  Then I put the Salesforce account ID in the External Reference field of the customer and now I get The ID field should not be speci

Hi,Does anyone have experience with Email Templates using ((Case.Description)) or ((Tasks.Body)) in the layout but the notification when sent is almost certainly treating ((Case.Description)) or ((Tasks.Body)) as plain text and lumping every thing that should be on separate lines together? Email Template using ((Case.Description))Case Description on a Case CR306000 which is prepopulated from the Workflow inside the customization project All Emails GI record shows the ((Case.Description)) is plain text / squashed together This started happening with 26R1 but it doesn’t happen on every Case/Task Email Template where ((Case.Description)) or ((Tasks.Body)) is being used.I tried to replicate it many times but can’t.

Hello, I created a custom label where an employee can put in the production ticket number and print a label. Upon testing, I realized that the information will not populate unless the WO is in a “Completed” status. I would like for this to populate in the “Released” status as well. Does anyone know how to achieve this? Released Status: Completed Status:  

Sorry if this is a dupe. I'm sure it's come up before, but I wanted to see if anyone has actually got it working lately. I’ve seen a few posts, but they are older versions and I haven’t found any with it actually implemented, just general ideas.Basically, when we email an invoice using an email template, we'd also like the files attached to that invoice record to go out with it.If you've got it running, I'd love to hear how you did it and roughly which version you're on.Thanks in advance!

Does anyone know how to create an import scenario for a company tree structure? I'm looking to understand the best practices for setting up and managing hierarchical import data for a company's organizational structure. Any tips or examples would be greatly appreciated.

I enabled the Staff Name field on the Service Order screen detail Grid. This is an existing database field that was not previously available in the UI. After adding the control, I am able to see the field in the Classic UI; however, it is not visible in the Modern UI. Do anyone enable data fields to Modern UI.  

In this example, the attached customization adds HTML field to the projects screen, where AI Studio analyzes the project cost and revenue budgets and generates a report, populating the HTML field.This can be applied to 26R1. -XML for AI Studio prompt is attached with the name PROJRECOM (3).xml  , please remember to change your AI Connection setting after importing the xml file as shown in the screenshot below  -Import Customization package to add the HTML field to the projects screen ProjectRecommendationAIReport (4).zipResult should be similar to the example below This customization is not maintained by Acumatica. It has been developed solely for demonstration purposes to illustrate how AI Studio can be used.    

Hi everyone, hoping someone can help me track down a strange issue with a business event sending duplicate emails for one vendor but not the other.SetupWe have a business event called PO Approved set to Trigger by Record Change, For Each Record, on the created Purchase Order Generic Inquiry (no grouping) screen. It has one subscriber - an email notification that sends the approved PO to the document owner.The trigger conditions filter by:New Field Value – Status = Pending Printing Or Pending Email Or OpenAndOld Field Value – Vendor ID = Vendor 1 Or Vendor 2Fields to Track includes both Status and Vendor (vendorID).The problemWhen a PO is approved for Vendor 1, the recipient receives two identical emails at the exact same time. This has happened consistently across multiple POs on different dates. When the same business event fires for Vendor 2, only one email is sent as expected.What I've ruled out— Only one subscriber on the business event— Only one business event linked to the email

I am wanting to concat two user defined fields as shown below but when I do this it is returning the value ID and not the description. How can I swap this around? The description is the full field I want since its what appears in the UDF drop down. =Concat( [SOOrder.AttributeSWAISSLOC],' - ', [SOOrder.AttributeSWAISSTYP])

I would like to enquire if anyone has experienced custom workflow breaking after Acumatica 25R1 Patches . I had a customized Vendor approval workflow that was working in the earlier versions of  25.101.0153 but after this patch  25.101.0153.9 + ,the custom workflow is no longer functional.Can anyone assist?

I’m working on a Generic Inquiry (GI) to display projects, and I need to filter the results based on the logged-in users employee record.Howver, I added the condition as the EPEmployee.UserID=@me.Below are the tables I have used and the relationship. I could not get the excat values. 

Hello experts, i have created access right by role for sales user and have restricted user to create shipment but when i am creating sales order create shipment button gets enables and allow to create shipment. please check the screen shot for access right by role and please let me know what am i missing. 

I don’t see documentation for how Acumatica’s rich text field editor functions. Where could I find that?

Is it possible to have two different Numbering Sequences to for Vendors based on the Vendor Class? For context, standard vendors have the auto-Number Sequence of V###### and our Customer vendors have alpha-numeric coding based on another internal system. We’ve historically just created the Customer with a manual Numbering Sequence then extended them to a vendor, then used an generic import to get the payment method on the Vendor.We’re trying to integrate the two systems so that when a customer is created in our internal system with the elected payment method then a new Customer Class vendor will be created with the payment information then a workflow will extend it to a Customer. Our hiccup is when we ran the code to create the vendor it gets created as the V##### naming convention. Our other potential solutions are:Create the Customer ID then the workflow to extend it to a vendor we lost the payment method on the Customer object when we tried this Change Vendor Numbering Sequence to

Hello! We are looking to create an automation schedule for the create pick list screen. The problem we are running into is “Overall number of totes should be at least as many as number of shipments.” This error occurs when we specify a value in the Max Tote Per Picker field, and if there are more shipments in the que than the value specified in the field, we would run into this error. Our issue is that there will ALWAYS be more shipments in the que than what we specify. Our max needs to be 12, is there a way for the automation schedule to only process 12 records at a time? Meaning that only put 12 records on the picking worksheet, and then generate another picking worksheet for the next 12 records?We tried making the max number of pickers really large, which would solve the error message, but in this case ALL records in the que will be created in the same picking worksheet at the time automation is generated. We only want max of 12 records in one picking worksheet.  Open to any suggest

We need to track the reasons for issuing credit memos on document level in Acumatica for reporting and statistical analysis, without any customization (due to ongoing Classic UI to Modern UI transition challenges).Our requirements:When creating a credit memo (e.g., in AR301000), users should be able to select a predefined reason from a dropdown list (e.g., "Product Return", "Billing Error", "Price Adjustment") This selection should not impact existing business processes – it's purely for tracking and reporting purposes Later, we need to count the number of credit memos per reason using Generic InquiryWe know this can be achieved via customization, but we prefer to use native no-code functionality to avoid compatibility issues during the UI migration phase.Is there a way to set this up using standard Acumatica features (e.g., Reason Codes, Attributes, or other built-in tools)? 

Hello Guys, Im new in Rest Api connections, i need to connect from Postman to Acumatica Endpoints, but i dont know how to configure the connection, boyd, etc from the side of Postman.In acumatica the endpoint is USPS.25.200.001  and i need to get some tables like:ww_ZZ_Analytica_AliasTable_AH  Etc My question is whats is teh config from the side of Postman

Following up on our credit memo reason‑tracking requirement, we also need to record reasons for customer‑returned goods in Acumatica.Ideally, the return reason should be captured at the line level for each returned inventory item. If line‑level setup is too complex using native tools, we can accept document‑level reason selection as a fallback option.Just like with credit memos, this field is only for reporting and statistical analysis and will not affect existing business processes. We need to analyze return quantities by reason using Generic Inquiry later.Again, we prefer native no‑code functionality to avoid customization compatibility issues during the Classic‑to‑Modern‑UI transition.Could you advise how to set this up with standard Acumatica features such as attributes or built‑in reason codes?

Hi All,Is It Possible to 2-ways Data Exchange Between Acumatica and Sharepoint Via Microsoft Integration? I want to save uploaded files in Acumatica to the sharepoints. Do you know any possible ways instead of using Azure Bob Storage?Thank much

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

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

I would like to tag each appointment or service order line with a code 001 through 011. This will determine which lines to group on the invoice with a total for those lines and a custom description. Eg. Material, Labor, Misc. These would be the only lines appearing on the invoice with a grand total.