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Hi AllWe recently upgraded our PCS environment to 26R1. In my test environment, I was checking the modern UI and how it changes the screens.I have a few customizations that add custom fields to existing screens such as our Purchase Orders screen (see screenshot for details). The fields display fine when in the classic UI but when I switch it to the modern UI the fields are not displayed. How can I fix this, please?ThanksAmitPO screen in classic UI with custom fields highlightedPO screen in modern UI with custom fields not displayed 

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

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.    

System design (I use 2024R2 and will be using 2025R2 soon): Prepare statement process should be triggered for each cycle, and must be completed successfully before going to next steps. Print statements process depends on the prepare process, and can’t be triggered unless the preparation is completed successfully.  Current state:I use automatic schedules to run the process overnight because it lengthy process. We run Prepare Statements schedule first, then check the next day whether it is successfully completed and that the statement cycles are available in the “Print Statements” screen. Based in the previous successful schedule, we trigger other schedules to email the statements The question/Desired situation:Is it possible to configure the schedules to run in sequence based on the successful status of the predecessor schedule? i.e. I want the system to use schedule to run the prepare statements, and if this schedule is successfully run, then run the email statements schedule. 

Hello all, I’ve created a GI to drive two separate Business Events (an Email, and a Task). They both work but not nearly as well as I need/would like.Long story short -- I need to trigger a weekly reminder and email. IE, a change made to a record today, November 2, would trigger an email in +7 (November 9), and create a task with a start date of today with an end date of 11/9, with a reminder notification triggering on 11/9.When I make a change to a Business Account (picked up by the business event tied to the GI), an email goes out, and a task is created, but I essentially need this to be done “@Today +7”Any thoughts/ideas? Thanks! 

When applying a screen configuration in the Modern UI, it asks if the Personal Configurations should be preserved or overwritten. But how we know which users have Personal Configurations?

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.

Hi everyone,We maintain the sales price of a FIFO inventory item as "cost + fixed markup". Today this is done by a Business Event that runs on a daily schedule​ and sets:Sales Price = current item cost + 5The customer is not happy with this because it is not real time. Here is the scenario we hit yesterday: within the same business day, the older/cheaper cost layer was sold out first, and immediately after that we sold a large quantity that had to be issued from a much more expensive cost layer. Because the price update only runs once a day, we kept selling at the old low price even though the cost we were actually issuing had already jumped — so we lost margin on every unit sold after the layer switch.What we are looking for: a way to recalculate and update the sales price immediately when the current (old) cost layer is fully consumed, instead of waiting for the next scheduled run. Constraints / context:The item is FIFO only — lot/serial control is NOT enabled, so we cannot use lot-s

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?

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!

Hello!Whenever I try to open the Modern UI Editor for any screen, on any customization, I always get this error.Failed to run load modules for 'html-merge-loader.js' This is in a 2026R1 sandbox, and the exact build is Build 26.101.0225.2. I have included a screenshot below. Does anyone have any advice on what to do?

Hi Community!I ran into this a few months back but was asked again. In the Classic UI I was able to go to “Screens” in a Customization package and drag the tab order around so the first tab would be the new default tab. In the modern UI I can use the Screen Configuration tool to move the tab order in a similar way but even if I move a tab to the 1st, when I open the page it defaults to the original tab that defaulted.Appreciate any feedback or guidance!~Chris 

 I have created a Recurring Transaction to create an Invoice for Monthly Rent. I am trying to create an Automation Schedule for this specific recurring transaction but I don’t have any invoices created.   I set the schedule to run today, and the automation schedule appears to have executed successfully. However, it didn't process any documents.I'd appreciate any guidance on what I may have missed in my setup. Thank you in advance for your time! 

Are there any options to enhance the search functionality on the mobile app to more closely match the web version?A difficulty we are having with our floor scanners is finding an item # to print a label. As an example, we are looking for an item with the description “Panel Universal 42 high at 35° stair”.On the web version any 2 or more keywords in any order will find it. So a search of “panel 35 uni” will find it. On the app everything needs to be precise, so “panel universal” will find it, but “uni panel” wont”Our company has ALOT of parts with a wide variety of descriptions so its proving a challenge when we need to label something on the floor.

Hello,Recently we have noticed that one of our dashboards no longer follows the sorting order that can be found in the GI. Previously the GI sorted on a flag that showed if an order was priority or not; the sort order was this flag, followed by the ship date. It now will only sort on the ship date. Has anyone experienced anything like this? 

With the Modern UI the User Defined Fields tab is gone (nice enhancement), but is there a way to find out which screens have UDF’s prior to 25R2 and after so we can make sure that catch all of them on an upgrade?

I have successfully added a Purchase Return record by running this BE as Trigger by Action. When I change it to Trigger by Record Change/Record Inserted, and add a new record to the GI, it does not run. I am using a Shared Filter of Return Approved in the BE; could that by why?GI and BE are attached.

Has anyone tried ACUMATICA integration with Click Up or Monday as Project Management System for Asia region? Much appreciated for your information and sharing on how it worked also what are the challenges during implementation, Thank you

Can I add the “Remove Hold, Release After Save” option? When I add “Remove Hold,” on import scenario I get an error saying that “Remove Hold” is disabled. but its working on save

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.  

Has anyone tried ACUMATICA integration with Rippling HRIS for Asia region? Much appreciated for your information and sharing on how it worked also what are the challenges during implementation, Thank you

Running Build 26.100.0175 The instructions have the following block:*Activity log*<foreach view="Activities">- Activity Type:((Activities.Type))- Activity Date:((Activities.StartDate))- Activity Summary:((Activities.Summary))- Activity Details:((Activities.Body))- Activity Incoming: ((Activities.Incoming))</br></foreach>Formulate the response in English. Use the activity details from the past 30 days, to provide the case full view. The response should include the below points only:The prompt shows the following without showing any of the activities that are on the case :*Activity log*Formulate the response in English. Use the activity details from the past 30 days, to provide the case full view. The response should include the below points only: Compare to the CLOSURE-NOTES prompt which has similar instruction block and does show activities.*Activity log*<foreach view="Activities">- Activity type: ((Activities.ClassInfo))- Activity date: ((Activities.StartDate))

Hi,I have a requirement to create PO directly through requsition based on the Business Event. I have used the subscriber as Action and set as follows.I didnt add anything to the field values. However, when there are only one item is there on the requisition the BE got triggered and the PO was created. But when there are multiple lines are there on the Requisition the BE didnt got triggered.What could be the reason. Is there anything I can do for that.

Hi everyone,One Subcontract may need to be billed multiple times. Currently, when creating an AP Bill from the Subcontract, all applicable lines are transferred to the AP Bill. We then have to manually delete the lines that are not included in the current payment.We would like to allow users to select which Subcontract lines should be billed before creating the AP Bill.Is there any way to achieve this through Acumatica configuration/customization tools without writing code? Thanks :)

Is it possible to pull this highlighted Stock item Description tab Information into a GI.