Solved

Using V2021 R2.  When I try to send an AR invoice via email (in the invoice screen under Printing and Emailing or from the Print Invoices and Memos screen), I get the error message.  I can print to screen and then send to email from the print screen.What setting am I missing?

We have many customers set up with term cash discounts such as 1% 10 Net30.  We do not want the 1% calculation to include freight or tax.  The 1% should be on product only.  Is there anyway to accomplish this?

Hi,One of my client has a requirement to have multiple lines for the same GL Account in the budget. They are not willing to go for  a subaccount structure hence the default subaccount will be used for each line.Has anyone come across this requirement and is there any workaround or appraoch we could use, Thanks!

Hello Everyone, so one of my clients have an additional Module in Acumatica for their budgeting program right and my client want to have Project Accounting, is that possible to add project accounting module to general business license?Please give us your advice about this, I really appreciate, thank you. 

I was just wondering why the "Reason Settings" option is hidden in the Approval Maps in MYOB Acumatica?I was hoping to enable 'Reason for rejection', as my company's CEO requested that a reason be required when rejecting approvals. However, I can’t seem to find any option in the Approval Maps to make the Reason for Rejection mandatory — unlike in standard Acumatica.Would you happen to know how we can utilise the Reason field in the Approvals tab across any screen? At the moment, it’s always blank.Figure 1. From Standard Acumatica Approval MapsFigure 2. From MYOB Acumatica - Reason Settings missing Figure 3. Reason field in the Approvals tab  

Hi All,Where can I pull a report or something to see audit history? I need to see when users were added and removed, those types of activities. The auditors need this info 

Recently since last week we have been notice Dashboards are changing without any interaction . I am trying to find the root cause but no changes has been made. I am raising this in community so get some help to troubleshoot this issue. Below listed issue we are facing currently . Financial  year 2025 and 2026 turned into Calendar year 2025 and 2026-  the graph chart  The table data Sales by month missing value for Feb  FY2026 and Jan FY2027 Sales by product YTD shows accurate data but for last year not current year -Donut chart Ales by product MTD - donut chart disappeared  Total sales MTD -shows 0  

We recently updated from 24R2 to 25R2. For HIPAA and data security reasons, we need an audit trail on our customer accounts. 24R2 and previous releases, clicking audit history from the AR303000 showed ONLY the audit history for the current client.After the upgrade, the audit history shows audit history in chronological order for all accounts, and only about 2 days worth of audits shows up on the page.Screenshot of current audit history--expanding the history shows field changes for any customer, not just limited to the customer ID.Same customer - audit history from 24R2 (we still have a testDB prebackup). expanding the changes is limited to the customer ID.  Our developer has been unable to find the changes in this screen.  Do we need to try to build a GI to re-create this funtionality? Our security policy requires this audit log to be accessible and usable. Thanks!

We are trying to have multiple guest accounts. Our client wants each guest customer to have an individual account. According to 'Help,' we need to change the limit to 1 because the default is per 10,000 orders.What will be the problem if we do that? Also, while checking the Web.config file, we couldn’t find the MaxOrderPerGuestAccount parameter. How can we change it?Thank you for answering this question.

Is there a way to fire a report triggered by a Business Events and sent to DeviceHub printer?

Is anyone else having issues changing the system date in 2026R1 in the Edge browser? Seems to be isolated there but works fine in Firefox. Just checking if I can change a browser setting or if there’s another option.Click but no result :)  

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: 

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>