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Good,The issue is that when you create a quote with the same item number, say three times with different costs and then create the project the items are aggregated on one line.  (Operations has set a reduction protocol that reduces the the rate based on the amount of tools runs; 1st run at full price, 2nd run at half off, etc.)  I know I can make additional items numbers based on the protocol or make a discount code based on the rate.  We have over 10 different types of tools. The quote is provided to the customer based on the number runs.  This might change when the project begins either adding of deleting some. Questions,  How do I make the conversion to quote keep all the duplicate items on separate lines?  I don’t want them to aggregate.  Is this a billing rule?  Or Allocation update.  I am sort at a loss who to make Project Quote to Project conversion keep the lines separate without aggregating them.Thank you for your assistance.Evan

Hi AllI’m setting up Employee Timecars & I want users to Enter their AL (Annual Leave)However I don’t want the AL Earning Type to be associated with a Labor Item. Hence I’m runing into this error.Is there a way around this.  

We are using Acumatica 2025 R2 and the contract-based REST API.We created a custom endpoint exposing:Shipment → ShipmentDetail → AllocationsWe need to split one component of a non-stock kit across two warehouse locations while keeping everything on one shipment line.Example:Shipment line: KIT-001, Shipped Qty. 2 COMPONENT-A requirement: 4 units at BIN-A COMPONENT-B requirement: 2 units at BIN-BDesired result:COMPONENT-A: 2 units at BIN-A and 2 units at BIN-C COMPONENT-B: 2 units at BIN-B, either as one allocation or two allocations of 1 each Kit shipment line remains at Shipped Qty. 2The equivalent operation works manually on the Shipments screen.Non-kit control testUsing the custom endpoint, we successfully split a regular stock-item shipment line by:Reducing the existing allocation quantity. Inserting a second allocation. Updating the newly assigned SplitLineNbr to the desired location in a second PUT.The request uses:PUT /entity/WMS/24.200.001/Shipment?$expand=ShipmentDetail/Allocat

The PO receipt screen used to show the $ of the receipt so our purchaser could verify both $ and qty.  Now only the qty is there.  Why was the $ removed and can it be included again?

Hi, I created a GI to show approval maps (XML attached). How do I set the sorting of Steps and Rules in ascending? Note that sorting of Rule description to ‘ascending’ won’t work. Also, how do I show the Entity and Field name from schema instead of DAC name?Approval Maps Steps and RulesShowing DAC name instead of SchemaSchema name 

Hi All, we have an old setup of 20231R1 which is highly customised with lots of GI’s, business events  and APIs and due to our heavy usage we have a lot of performance issues and bugs.  Recently we have decided with the help from MYOB Support to upgrade in the coming months straight from 2023R1 to 2026R1 sequentially.  My concern here is, how can I make sure each of our customisation will work and not break.  Or has anyone done this and face any major dramas between the  version which they then had to change their customisation?  One thing I have already pickup is the API authentication protocol between the two version is big reduced as 2026R1 does not support URL encoded anymore.

Hello everyone, so one of my clients they have transactions using other currency. We already set up module currency management, rate transaction, etc, but why there is no menu for Financials Statement or budget report using other currency. Do we need to add customization report in Acumatica to display the menu?Our base currency is IDR and the other currency we want to added for the report is USD.Please help me to solve this, I really appreciate, thank you. 

I did have an import scenario that worked and then the upgrade to 2026 R1 appears to have broken it. 

I got notified I have a private message on this forum but when I try to go in my private messages, even the old messages are gone.  Is it my account or someone else has experienced and know how to fix it?  This is kind of funny in a way :)​@Chris Hackett , something you can help with?

Hi All, we have our inhouse application integrated via API to  MYOB Acumatica where we create customer payment method and MYOB returns a GUID for each payment method.  I am trying to find out is it possible to display this GUID in a GI screen with MYOB user interface all?  If so, which table and column I need to integrate.  Is this explained somewhere, appreciate the help in advance.

Anyone that uses Rental360, can anyone tell me what “enable rental corrections” entails? What part is it referring to for corrections?  

Hi everyone,I'm working on a printing workflow in Acumatica and I'm trying to make it a little more reliable.Before sending an invoice or report to a printer, I'd like to have a quick way to confirm that the printer is actually producing good output. Checking whether the printer is online isn't always enough, since a printer can accept a job while still having issues such as faded text, missing colors, streaks, or alignment problems.For example, if a printer has recently had an ink or toner change, paper jam, or maintenance, I'd prefer to run a simple test print first rather than discovering the problem after several Acumatica documents have already been printed.Does anyone here use a printer test or verification step before running important Acumatica print jobs?I'm particularly interested in whether people rely on DeviceHub/printer status alone, or whether you also use a physical test page to check the actual output.What has worked well for you without adding too much extra work to t

We created a system email account for the user.We assigned it to the user on the Email Accounts Screen as shown. The reply address was populated as well on this screen.When I log in as this user, and email a sales order, PO, etc.  the email says it is from the default email account in email preferences.  We want it to say it was emailed from this user’s email address. 

I’ve been asked to provide a sidepanel on a few screens that will display the Remit To address of the vendor on the current screen.  That part is pretty easy and I’ve already provided that to the users.But the sidepanel is displaying the results of a GI (the Sidepanel technically points to a Dashboard that has a Data Table widget on it that displays the GI results).  The results are displayed horizontally, and since it’s displaying 5 fields, the results are kinda squished.  I’d love to display the results vertically, like:Addr 1: 123 Main StreetAddr 2: Box 17City:  AnytownState: PAPostal Code: 12345I’ve tried a pivot table but that’s not really what pivot tables are designed for.The only solution I can think of is developing a custom form screen and tying the sidepanel to that.  That kind of form screen is pretty simple...but I feel like I’m going down a rabbit hole for something that doesn’t justify that much work.

 Hi Team,I have a requirement on the Cases screen where I added a custom Date field. I want to apply conditional formatting to this field:If the custom date is greater than the Reported Date, the field should appear Red.  Else, it should be Green.The below JavaScript runs, but it always goes to the else condition and never enters the if.<script type="text/javascript"> function highlightWarrantyDate() { // Get values from fields by their IDs var reportedDateField = document.getElementById("ctl00_phF_form_t0_edReportedOnDateTime_text"); var warrantyDateField = document.getElementById("ctl00_phF_form_t0_NAWPREM03edUsrNAWPMWarrantyExpirationDate_text"); if (reportedDateField && warrantyDateField) { var reportedDate = new Date(reportedDateField.value); var warrantyDate = new Date(warrantyDateField.value); if (reportedDate > warrantyDate) { // Expired => Red background warrantyDa

Hello all,How can one create task situated under Activities tab in PM301000. I came across Task templates screen, so I mapped the values and then setup the biz event that should be triggered when the Project status changes to Active. But it is not firing off. Can anyone guide me on this?

On the customer statement you see the invoices, and a total, and if a payment was applied the total is decreased, but the payment is not listed.  Is there a way to expose/show/display the payments that took place in the statement period? 

The system was unable to connect to RabbitMQ on the current server. Try the Connect to an existing RabbitMQ instance option; thesystem will attempt to connect using the connection settings you provide.

How can I create/add a select all box on CST.PR.50.30.00 Create Liability Bills screen? Right now I can only select one screen at a time. I want to be able to check all boxes before I process anything. I need to know the total that I am selecting and cannot just click “Process All.”

Hello all,I have been trying to import document discounts for my Sales orders, however unable to do so: The errorI have been testing to import for one order that has 4 lines.is there anything that I’m missing?

All,We’re currently on 24R2 in the process of upgrading to 26R1. We just recently updated to EasyPost due to the native UPS/FedEx connectors going away.My shipping department just asked me how to flag/ship hazardous materials… this had never come up before so it’s caught me off guard.I see no hazmat or msds or commodity code setting in the EasyPost plugin.When I go to any shipping tab (Shipments or Sales Orders), I see no way to flag hazmat.Same thing with attributes -- I see no hazmat or msds fields.Have I been living under a rock? How did our items ship before and this wasn’t an issue? Why is it an issue now?Can someone point me in the right direction? My gut is telling me I need to create attributes/UDFs and run an import scenario for all the items, but even with that I’m not sure how this gets communicated back to EasyPost.

All, we have an email going out to a dead address -- the employee at the Vendor we’re sending a PO notification to has left the company months ago.“dead@address.com” isn’t listed in the vendor card anywhere.“dead@address.com” isn’t in Contacts.I can’t find “dead@address.com” anywhere in Acumatica.Firing up Report Designer is where I found the field =[RemitContact.EMail]Does anyone have an idea of where [RemitContact.EMail] is stored? 

I am trying to adjust a field so that the input is masked like a password field. I have it in my classic UI customization, but I am unable to find any resources for implementing this in the modern UI.The field in question is a base field on an Acumatica page. The field is the “Header Value” field in the “Push Notifications” page SM302000. I have two questions:The first is what and where do I add modifications to adjust this field to be masked as a password? Do I adjust the DAC definition for the modern UI, do I adjust the view definition of this field in an extension .ts file, and/or do I create an html extension field that modifies it?The second question is what would that syntax look like? What specifically do I need to add to create the password masking?I did try to look for examples within the provided Acumatica code, but was unable to find any examples.

Can someone point me in the direction of adding a user defined field to the location tab of the customer form. I added a user defined field to the location form, but it is not available to add to the location grid on the customer form.

Team - one of our customers wants to limit the characters used for Project Tasks.  This is simple enough.  However, it turns out that the consultant who originally configured this customer somehow (???) added a Task to Project X.  To make matters more unnecessarily inconvenient, they used the maximum characters allowed by the segmented key.  I can neither open this task (on Project Tasks), delete the tasks using a Mass Update, or Update the Task ID (also using a Mass Update).  I’ve also tried renaming the Non-Project Code, but this isn’t helpful either. Is there a way, short of using a customization, that I can access this task to delete it? How in the world was this able to be done in the first place? Thanks in advance!