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In the Posting Class, I’ve configured the Subaccount to pull the first 3 segments from the Warehouse. I also have the subaccounts set up on the Warehouse level. However, when I create an SO, Shipment, and the resulting GL transaction, it’s still pulling from the Inventory Item instead of the Warehouse. Am I missing a setup step somewhere?

Just wondering if there is a way to we enter ABN details for a customer?

When doing stock take, I want to be able to see stock item’s Alternate ID, specifically for ‘OEM Part Numbers’ - I want the Alternate ID on Prepare Physical Count review, Physical Inventory Count and Physical Inventory Review screen. I note they are not a generic inquiry screens and thought this is possible via customizations? 

Hi all,Is there any possibility to assign the Inventory Management method to FEFO (First Expiry, First Out)?Thanks in advance!

Hi - in MYOB Acumatica Pay Details screen, how do update second line ‘Payment Summary’ to untick the ‘Use default email address’ and tick the ‘Use Personal Email’ in import scenario?I’ve tried IIf statements without success, so I just updated ‘Payslip’ line in the meantime.How to untick Use default email address and tick Use Personal Email insteadMy import scenario 

I have created a 25R2 Modern UI instance, added all 25R2-related dependencies into the automation framework, and created wrappers for CS201010 using 25R2 (ClassGenerator.exe.config). However, when I run the automation test script, the automation report shows errors, such as the “Add” button not being present, even though it is visible in the UI. 

We have just upgraded to Acumatica 2025R2, and we know Classic UI will be completely deprecated in 2026R2.After checking with the community, we confirmed that for the same screen, all users must use either Classic UI or Modern UI uniformly; it is not supported to have some users on Modern UI and others on Classic UI for the same screen.Our original plan was to roll out Modern UI gradually: let a small group of tech-savvy, quick-learning users adopt Modern UI first for testing, while all other users stay on Classic UI. Since this approach is not feasible, we would like to ask what is the best migration strategy?Is the only viable option to switch screens one by one gradually ?Our actual situation: many of our end users are older, slow to adapt to interface changes, and resist any layout adjustments. Even moving a single button’s position will lead to complaints from users. We need a smooth, low-resistance migration plan.Please Advise.

Has anyone ever been successful importing the postal codes. I understand Acumatica has the option to upload the postal codes like it does for Journal transactions, but I would like an import scenario to upload the postal codes based on each tax zone. It takes a long time to do it the way Acumatica has it setup. Thaanks

We have recently upgraded to 2025R2. We found that once any user clicks Switch to Modern UI on the same screen, it prompts that the change will apply to all users. Is there a way to let only the individual user use Modern UI, while all other users continue to use Classic UI?

I have an excel file that has our external payment reference numbers and our acumatica payment reference numbers but I’ve been unable to successfully import these onto a bank deposit. I’ve been using a mash of 2 older import scenarios with varied success. I can create the bank deposit no problem but adding the payment lines is where I fall short. Here is my latest import scenario version. The Action Save line is on the bottom and not showed in the screen shot. XML attached.  

Hi All , I am trying to update packaging details for existing Stock Items using an Import Scenario on the Stock Items screen. and getting error “Value cannot be null. Parameter name: key.’Data being updated:Weight Volume Length / Height Commodity Code (International Shipping) Commodity Name (Pacejet Packaging)All items already exist in Acumatica.I followed below steps: Step 1: Prepare Your Data FileStep 2: Create a Data ProviderStep 3: Configure the Import Scenario Step 4: Prepare and importI also tried adding Package code mapping with  box id . getting error like 5 items missing value . and also tried to make inventory ID Key on Data Provider gives same error .   

Why are some DLLs that are referenced by a DLL I’m creating not on the list when I attempt to add them to the customization?  Others are there.  System.ClientModel, for instance, doesn’t appear in the add files list, yet Markdig does.  How does Acumatica decide which DLLs are in the Add Files list?DLL Solution: 

Hi, I'm having trouble in the report designer, maybe someone can help me ? I have created an SQL view in the database and tried to display it in the report, but only 1 data appears in the report, even though when I query select in the database there is a lot of data that appears.  

Our system is set up to send the buyers a copy of the approved PO once the approval route has been completed. It is a regular occurrence that the PO received from Acumatica will be blank. There does not seem to be any reason, it fixes itself, and then happens again. Is there any way to keep this from happening?

I’ve created a very simple customization that simply attempts to populate a richtext box on a button click.  The box renders as a white area without the richtext box header, which I’m fine with.I’m getting a “undefined: Cannot read properties of undefined (reading 'getvalue')” message as a popup.  Others have had this in the past (question from two years ago is the same).  I’ve tried the suggested solution without success.Here is my current ASPX code for the control...      <pxa:PXRichTextEdit AllowImageEditor="False" AllowInsertParameter="False" AllowLinkEditor="False" AllowNull="True" Required="False" ID="CstPXTextEdit5" runat="server"             Style="z-index: 113; border-width: 0px;"            AllowAttached="true" AllowSearch="true" AllowLoadTemplate="false" AllowSourceMode="true"            DataField="Answer" Width="800" Height="900">            <ContentStyle BorderStyle="None" ></ContentStyle>            <AutoSize Enabled="True" ></AutoSize>     

We have 2 phantom subassemblies after the same operation that are created by the configurator. We are trying to control the order that the added operations are in, but can’t figure out how the system is ordering them. We tried reversing the sort order of the features, reversing the actual feature line numbers, changing the alphabetic order of the feature labels, even reversing the alphabetic order of the work centers. Does anyone know how the system determines the order of these added phantom subassemblies?

Hi All,I came across a situation where I see Acumatica changed quantities based on applying a filter to a column within the Transaction History. When I apply a filter on "Tran. Type" to only show adjustment, it changes the ending quantity amount. It seems to remove the 10/2/2025 issue transaction from the math. I am not sure why it changes the math. It should only change which types of transactions are viewed correct?  Does anyone have any ideas what is going on here? Thanks

Hi Acumatica Team,Related to Acumatica Artificial Intelligence how can I habilitate the AI Acumatica Assistant button or features AI in 2025v1, I see in the demo videos that appear this botton, but in my Acumatica I cant see this feature:Thanks,

Hi,I am trying to create a Business Event which send Email and trigger via Automation Schedule. Issue:-Automation Schedule is running But Business Event is not triggeringBelow are the details for the Business Event  

After upgrading to Acumatica 2025R2, some of my users started experiencing random slowdowns. Each week, one or two users report performance issues, but when I check the PCs and the server, neither is running at full capacity. I’m not sure what’s causing it

Hi everyone,We have a custom portal integrated with Acumatica, where customers can place orders and select Credit Card as their preferred payment method. These sales orders are then created in Acumatica via API.We’re trying to understand the best way to ensure consistent behavior on the Sales Order:If Payment Method = Credit Card, we want the system to automatically apply Payment Terms = “Credit Card” (which has 100% prepayment required) This should result in the order going to Awaiting Payment and triggering pre-authorizationBefore going the customization route, we wanted to ask:Is there a standard way in Acumatica to default or override Payment Terms based on Payment Method? Has anyone implemented similar logic using Automation Steps, Business Events, or configuration? Are there any recommended best practices for handling CC-based web orders coming from external portals?If this cannot be handled natively, we are considering passing Terms explicitly via API, but would prefer a standar

For the service orders and Appointments in the Service Management module, I wanted to add a column that will show the not just the date but also the Time a Service order/ Appointment was created for example 3/30/26 11:40 am We have had it happen a few times where a customer questioned why it was an after hours call.  Currently the column on the GI is a field called FSServiceOrder.CreatedDateTime but it only displays the date and not the time.  I know the time information is also stored in there but only the date is displayed.  I have a workaround in this case because I pulled it into excel and was able to see the full date/time info but I would like to revise it so that it shows on the GI view.   I know there are date functions I tried using those but I can’t see to get it so it shows the full date and time. 

Business event has 4 records change triggers using ORIs there a way to tie a different email notification to each trigger?or do I need 4 business events to identify in the email which filed changed?  

Dear Acumatica Support Team,I would like to inquire whether it is possible to import inventory items into the Requisition screen.Currently, I need to add more than 100 inventory items to a requisition, and selecting each item manually is very time-consuming. It would be greatly appreciated if you could advise on which function or tool (such as an import scenario or any standard feature) can be used to import inventory items in bulk.Thank you very much in advance for your support and guidance.

Is it possible in Acumatica ERP for an RMA order type to generate two open shipments simultaneously — one outbound shipment and one return shipment?The scenario is that a customer is receiving a replacement item while the original item is collected during the same driver visit. This is for bulky furniture items, where separate collection and delivery visits are operationally inefficient.The key requirement is the ability to create:an outbound shipment for the replacement item, and a return shipment for the item being collected…both generated together from the same RMA/replacement process, so they can effectively be treated as a linked operation operationally.Has anyone implemented something similar? At the moment, it looks like you have to complete the return shipment before you can create the second shipment.