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Hi Acumatica Community,In Classic UI (ASPX), we can hide a field label using:SuppressLabel="True"For example, in the Sales Order screen, we have a field where only the value should be visible and the display name/label should be hidden.How can we achieve the same behavior in Modern UI (HTML/TypeScript customization)?Could someone provide solution

When I click a particular Payment on the Checks and Payments screen, then go to the AP Payment Register report, then click the Send button, I would like to have a simple email template which populates data from the AP Payment Register report. Specifically, I would like to use the Vendor Name and Email Address and the Amount. I would also like the User’s Name in the email signature.I have tried two things.I created an email template based on the Checks and Payments screen and specified that in the AP Payment Register Report Designer. But none of the Data Fields I select in the email template work. The AP Payment Register Report screen does not appear to be available for the basis of an email template. Next, I scrapped the email template idea and tried to enter the email in the Report Designer Mail Settings fields. The problems here include not finding the Vendor Email Address and not being able to create the email Body with the line breaks and formatting desired.The email template optio

Been struggling for a couple days to create a GI to extract Cash Receipts and Cash payments for projects.  Question is:"In Acumatica 25R1   I am building a Generic Inquiry joining PMProject, ARPayment, APPayment, PMTran and PRPayment. Getting error: Conversion failed when converting nvarchar value 'X' to data type int. Join is PMProject.ContractCD = ARPayment.ContractCD. What is the correct join field?"

Hi Acumatica Community,I created an Import scenario for 1-Step Transfer but encountered an error.is there a mapping that I need to include to proceed?Thank you!

Hello! Is it possible to still mass process orders that were on backorder status but now have enough qty for shipments? Currently, ‘process order’ screen is used to mass create shipments for orders in the system. Shipping rule is to allow back order, so when items have insufficient qty, those orders go on back order status. The issue is when those items are restocked, and now have qty for shipments to be created, users have to go find these orders individually in the system and create shipment. It would be nice if these backorder status orders could also show up in the process order screen so users can mass process all the orders that are in backorder status but now have enough qty. Any thoughts? Thank you!

When calculating the amount of daily bank funds transfers, sometimes mistakes are made.  The most easy fix would be to reverse the entire entry and start over.  However, Acumatica will not allow us to reverse a funds transfer entry.  Here is the error message:In the G/L #1001 is designated as a Cash Account as we use it for cash clearing.  Appreciate any ideas about what is stopping even our Admin from reversing a funds transfer.We only have 1 branch within Acumatica.

California has implemented a new waste recycling fee for Covered Battery-Embedded products (CBE waste recycling fee). We are required to collect the CBE waste recycling fee from your customers upon the purchase of a new or refurbished CBE product. The fee is 1.5 percent of the retail sales price for each CBE product sold or leased for use in California and should not exceed $15 per product.Additionally, the fee must be listed as a separate line item on the receipt and cannot be included in the sales tax calculation.Our VAR has recommended an approach but I imagine this would apply to a large number of Acumatica customers. How are others handling this? If it’s helpful, we use Avalara as our tax provider and will shortly upgrade to 2026R1.

Is there a way to have audit tracking on when changes are made to the Enable/Disable Features screen? I think this is important for proper tracking and error checking, in the event there are any bugs that come up.

I’m currently testing exporting Customers from Acumatica to Shopify (as Companies for B2B) and had a couple of questions:Is there a way to have the Company ID in Shopify match the Customer ID from Acumatica? Ideally, I’d like to keep them aligned for easier tracking and reconciliation. I enabled “Import Company Contacts as Customers” along with bidirectional sync. This successfully creates customers in Acumatica when they’re assigned to company locations in Shopify.However, I’m running into an issue with phone numbers:Shopify always includes the country code (e.g., +1) Acumatica’s phone input mask doesn’t accept this format This results in an error during import: “Object reference not set to an instance of an object”Has anyone dealt with this before?

Hi! I am still new to customizations and am learning the no-code options every chance I get, but I’m stuck on this one. Shipments → Shop for Rates → Add Package → Search BoxI was able to do the same thing in the Packages tab by setting FilterByAllFields to be true, but there doesn’t seem to be an equivalent in this part of the Form. Any help would be appreciated!  Process that worked for Packages Tab 

I have a customer that is using Plaid to as their provider for bank feeds. There is a column in the file labeled check number with the check number in the field. The check number is not appearing in the when the bank feed is processed. I attempted to map that field but when I did that, the customer received the error “object reference not set to an instance of the object. 

We have recently upgraded from 2024 R2 to 2025 R2. Users reported that the same Dashboard loads much faster than before. Is this due to actual optimizations made to the underlying platform mechanism?

Hello,I am trying to build a customization where I want to make the Unit Price (CuryUnitPrice) column on SOLine editable even when the Sales Order is in the Completed state.I have been able to make the field editable, and after updating the value, the Save button is also available to save the updated changes. However, when I click the Save button and try to save the updated value, I am getting the following error:  Here is my code for the Graph Extension as well as the Workflow Extension.Workflow Extension:public class SOOrderEntry_Workflow_Ext : PXGraphExtension<PX.Objects.SO.SOOrderEntry_Workflow, SOOrderEntry>{ public static bool IsActive() => true; public override void Configure(PXScreenConfiguration config) => Configure(config.GetScreenConfigurationContext<SOOrderEntry, SOOrder>()); protected virtual void Configure(WorkflowContext<SOOrderEntry, SOOrder> context) { context.UpdateScreenConfigurationFor(screen => screen.

Hi All,I am currently setting up a QR code that can link directly to a Fixed Asset ID.At the moment, the QR code works when I use the fixed screen link only, and I can access the FA screen successfully. However, when I concatenate the FA ID field into the link, the QR code no longer works.Could you please advise if there is any specific configuration required for this? I would like to know if I am missing any setup or if the link format needs to be adjusted.It works with the screen link only, but it does not work after I add the FA ID field.Thank you.

Hi everyone, could you share your experience on how to find performance issues? For example, code logging, it could be event logs or method logs. Also sometimes I encounter high wait times and I don't know what it is and what could be causing it.Example of high wait timeThis one is more  stranger thatn first one.Please share your expericence, i will be very appriciated.

I'm migrating my Acumatica customizations from Classic UI to Modern UI and stuck on one critical part: extending the radio button list in the "Calculate Pending Prices" dialog of the Sales Price Worksheets screen (AR202000). In Classic UI, I added 2 custom radio options (Last Cost + Amount / Avg./Std. Cost + Amount) to the "Price Basis" list in the "Calculate Pending Prices" dialog, and it works fine.After switching to Modern UI, the new options don't show up in the dialog. How can I make my custom radio options appear in the Modern UI dialog?Thanks! 

I made customizations to the Shipment and SOShipLineSplit screens in Classic UI. Thanks to this posthttps://community.acumatica.com/develop-customizations-288/modern-ui-adding-custom-fields-to-line-splitting-grid-so302000-using-shared-templates-34079?tid=34079&fid=288I can now customize the line grid of the ShipmentLineSplit. But how can I customize the header section of the SOShipLineSplit panel? My requirement is to display the total quantity of the current split lines in a dedicated field.I successfully implemented this in Classic UI before, but I don't know how to migrate it to the new Modern UI — specifically, how to display my existing field on the new Modern UI page. The issue I'm facing is that in my old customization project, the Usrshippedqty field is defined in the SOShipment DAC. How can I display this field on the SOShipLineSplit panel in the new Modern UI? My customization projects are attached. 1 is with modern file, the other is without modern fileBy the way, the Mo

I have a requirement for the SO302000 (Shipment) screen. In Classic UI, I added a read-only display field at the top of the SOShipLineSplit (Line Details) popup to show the total quantity of all split lines.This field does NOT need to be stored in the database — it's just a simple display label for user reference.I have issues when migrating it from classic UI, but there is no need to migrate, if I can develop it directly in Modern UI.How can I implement this in Modern UI? I just need to show a calculated total qty field on the popup header.

We have a Role that requires the ability to release inventory transfers. To all indications, I have set the Security Access appropriately. However, the green RELEASE button does not appear nor is there an option to Release in the 3 dots menu.  Originally, we removed the ability for this Role to release transfers, but we now need to restore that access. How do I restore the Release button?

Hello all,I have been trying to create a GI that will display the list of the customers whoes Customer class has an AttributeX added.How can I do so? I’m getting a bit confused in here as I tried to use AttributeX contains CustomerClass ID under Relations tab but no use.

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

I have a requirement to disbale access on the complete order action on the Sales Order form for some users. I tried to set the access as Revoke on the Access Right By screen form. The path I followed is Access Right by screen > Sales Orders > Sales Orders > Sales Order > Compelete Order.Howver, Once I save the changes it will go back to the Inhertied status without revoking. How can I update this. TIA. 

We recently purchased a piece of equipment that came with three separate bill (for its different components). However, for accounting purposes, these need to be recorded as one asset. When we try to use Reconciliation Addition to combine the costs, the system only updates the current cost value. The Orig. Acquisition Cost remains stuck at the value of the first bill, which doesn't reflect the true total cost of the asset on our reports. We need the final Asset ID to show an Orig. Acquisition Cost that equals the sum of all three bill.How can we set up for this?  

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)?