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This question was asked and answered before.  But the solution on that topic does not work in 25R2 for me.PXAction created on Graph ext Show on Modern UI grid Header | CommunityI'm trying to add a custom action to a grid on AP301000.  I am working on a local demo instance with no other customizations.I am able to add my action, but when I do, all the other actions on the grid disappear.I tried thisexport interface AP301000_APTran_ICSAllocations_converted extends APTran { }@gridConfig({    preset: GridPreset.Details, autoGrowInHeight: GridAutoGrowMode.Fill, repaintColumns: true,    topBarItems: {        AddNew: { index: 0, config: { commandName: "AllocateLine", text: "Allocate Line" } }    }}) And thisexport interface AP301000_APTran_ICSAllocations_converted extends APTran { }@gridConfig({    topBarItems: {        AddNew: { index: 0, config: { commandName: "AllocateLine", text: "Allocate Line" } }    }})Any assistance would be greatly appreciated.

Is executing Validate Project Balances (PM504000) on a recurring basis using an automation schedule a recommended best practice?  I’ve heard some say yes, because it’s necessary to maintain accurate project balances.  However, I’ve also seen someone say no, it should not have to be done as part of normal operations, suggesting incorrect project balances are a symptom of something going wrong and needing to be corrected.

Does anyone know why it is no longer possible to print shipping labels using Screen “Shipments”, ScreenID “SO302000” or Screen “Process Shipments”, ScreenID “SO503000” after shipping is confirmed or invoiced? → “Print Labels” is inactive → Only Shipments with confirmed status are listedAre there any settings that make reprinting possible in the cases described above?Thanks in advance.

         Does Acumatica support deploying applications and databases on separate servers? If so, should I prioritize configuring the hardware for the application server or the database server?

I’m working on an Import Scenario that will update a sales order’s user-defined attribute.The simplified process will go as followed:Identify the order by Type and Number Open or Re-Open the order (QT requires the Re-Open) Set the attribute Return the order it starting stateSteps 3 and 4 need to be conditional and I haven’t found any documentation on how to do that. For instance, step 3 would need something like: IIf(=[Document.OrderType] = ‘QT’, <Action: Open Order> (OpenOrder), <Action: Re-Open Order> (ReopenOrder)As a work-a-round I am thinking about using Target Restrictions to limit the data to a single condition, i.e., QT and Completed or QT and Canceled. That way I can set the Mapping fields and change them each time to match the current conditon. I’m really trying to avoid this since it will be fairly manual. 

Hey, team - I know very little about configuring export scenarios.  I’ve got a client on 24R2 using the Export AP Payment to ACH v2 scenario.  No modifications have been made to it; everything is out of the box.  The output ends with hundreds of 9’s.  Where in the ES is this part dictated?  TIA.  

We are a construction and field service company.  We are currently running our own compliance software that we had custom built for us many years ago.  We have basically outgrown it, and the cost and time to maintain it has become burdensome.  We are looking for suggestions on something that will tie into acumatica’s field service and construction projects for doing hazard assessment, circle checks, inspections, etc. so we don’t have to maintain 2 systems like we are now (prevent duplicate entries and human error).  Being able to do it through mobile is a must.I have gone through the marketplace and there is nothing specific to this.  The only integrations that were close were some forms software, but they didn’t look like they talked nice to field service out of the box.I appreciate your help.Andrew

On the refreshable excel reports who can update them?me i’m able to update the excel(admin)But a user which can access to the GI cannot update the excel exported for a unknown reason.Thanks

I have a client that has to create zero net pays once in while and they can’t release the transaction. It shows open and nothing hits the general ledger. Is there a special way you have to release a paycheck that has zero net pay? I have tried releasing it from paychecks and adjustments (inquiry), releasing through the paycheck transaction, and through process payroll documents. It is stuck in a open status and the only options you get are calculate. Since it did not hit the ledger then how do you continue with the transaction? Any comments would be appreciated. Thanks

I have create an action with PXAction on my Graph extension, I am trying to add this action on the grid header, after converting code to Modern UI, it is not showing on grid Header, although I have verified this action is added in view class in ts file like…--------------------ts file------------------export class EWPM3030 extends PXScreen {BatchFormulaMaterials = createCollection(BatchMatl);}export class BatchMatl extends PXView  {    AddPackagingMatl: PXActionState;}---------------html---------------<qp-grid id="FormulaMaterials_gridMatl" statusField="Availability" view.bind="BatchFormulaMaterials"></qp-grid> please let me know if anything is more required

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

Hello everyone, so i want to proses bank transaction in acumatica between Bank Statement and Transactions in Acumatica. While i try to match on transaction in Bank Statement, there is not match Payment, Invoice, nor create payment for Cash Advance Transaction.When i check to Check & Payment with type of Prepayment, the transaction already completed and the journal also already created with status OPEN because there is still not settlement for the cash advance.Is it because the status still open in Check & Payment (for type Prepayment) so Acumatica while try to Process Bank Transactions not read it the transaction of Cash Advance. So it makes my Bank Reconciliation not work. Please help me to explain about this,  i really appreciated your answer. Here i attached of the detail bellow:  

Hi Team,Hi,I’ve just received a landed cost invoice (dated 2026) for goods on a purchase receipt in 2025. If I enter this bill at it’s current date in 2026, but assign the costs to the goods on the purchase receipt dated 2025, will it change our inventory value at Dec 31 2025 Year end?

Hi AllHappy New YearI am sending emails to business accounts for a number of activities. The screen on the email template is GI. My emails are being sent correctly; however, they are not populating the related entity on the All Emails screen.Could you please assist if there is a setting I am missing that would display the information in the related entity column on the All Emails screen? See the sample screenshot. Kind regardsWilson 

Item in available in 2 locations at warehouse.  They shipment is created to pull from location “A”Using Pick Pack Ship the customer wished to be able to change the location to pull the product from location “B”I this possible ?  

I need to advise the sales team regarding the availability of materials in the multilevel BOMs (Capable to Promise (CTP) multi-level BoM), which may include both Manufacturing and purchasing items at various levels. Any ideas on how to create a GI or even generate a report showing the INSiteStatus.QtyAvail using AMMultiLevelBomData?

Hi  I have been trying to set up CTP with a multi-level BoM and I am having some trouble. Does anyone know if CTP work with multi-level BoMs please? Thanks Matt 

We are working on moving our B2B shop to Shopify. My question for anyone using Shopify B2B, how are you handling Terms customers payments? Currently our B2B site is with Woocommerce, and Terms orders just come in unpaid, and we send an invoice. But with Shopify, customers can pay on the B2B site. Since Acumatica doesnt natively sync those payments at this time, are you disabling the ability for Terms customers to pay past orders in Shopify? Or are there customizations that can be built to handle the payments. Conversely, if a Customer pays an open Shopify invoice in Acumatica, can the open Shopify order be marked paid? (I do see some discussions in here regarding this, please let me know if you have had success with this)Thank you

 User Is set to View ONLY Access for Several Workspaces but still is able to Perform Actions on a ItemUse Case: Set ROLE Access for a Screen/Form to ‘View Only’ Ex: Purchases Orders from ‘Access Right by Role”  It is assumed that for Purchase Orders this ROLE/USER can only VIEW PO’s but not Edit them.By default all FIELDS and ACTIONs within the FORM are set to INHERITED.  However, the ACTIONs on the PO are still Available and can be utilized: for example, an open PO can Receipted or be Put on HOLD.  Since this is VIEW ONLY access shouldn’t ACTIONS also be VIEW ONLY? And this inadvertently gives ACTIONABLE / EDIT access to user that should be VIEW ONLY.  This is a security Flaw and Has been caught in client Compliance AUDITs The only way I’ve been able to counter this is at the FORM Access Level is to REVOKE the ACTION ITEMS Is there any way around this?   Shouldn’t VIEW ONLY apply to ACTIONs as view only also? IS this a BUG?   Shouldn't this be fixed?    NOTE: This applies to ALL FORMS

After a series of unexplained PO deletion I am trying to disable the delete button from the PO Header. I am in the Access by Screen and trying to change Delete from “Inherited” to “Revoke” but it keeps resetting to inherited. Is there somewhere else I should be changing this? 

Hi, I’m using Device Hub and this is for MYOB Acumatica. The device hub gives me following logs. Unable to re-enter the password in the device hub as well producing the similar kind of error.  I would appreciate help with this. Thank you,Dulanjana

Hi All,How to make Acumatica automatically export reports to Excel files according to the set date/time and automatically upload to Microsoft OneDrive folder?Description of specific requirements: At 8:00 AM every day. The system will automatically export the "Inventory Balance" report to an Excel file and automatically upload it to the Microsoft OneDrive folder.I look forward to your guidance !Best Regards,NNT

We create a lot of BL orders and would like to email our client the full order so they know when to expect their product to be shipped to them. When we attempt to email that order. I get the following error. Is there something we are missing in our process to be able to send the whole BL order? This is just the initial BL. The ST send fine as they order is created. Also, if we want to change the options within each line, can that be changed via the options up top or will a new line have to be created with the new information?Thank You!Brent 

I had a client today ask me directly what the requirements are for a system email account. They had initially setup a group email list, not a true mailbox and I knew that was likely not acceptable. There are several tiers for the actual mailbox with differing prices. There is an email kiosk account that is most affordable, and limits the inbox size to 2GB. Is the size of that mailbox any sort of Acumatica requirement, or is this just dependent on how much email the users expect to have coming through? The costs involved are relatively minor but I wanted to be prepared when I follow up.

When I try to create a sales order, I would encounter a warning Updating item 'APJAM08 0' in warehouse 'WHOLESALE ' quantity available will go negative. Because of this warning, I’m unable to create a Shipment. Can anyone tell me how I could resolve it.