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Hi Teami Need some inputs in sending a email notification to customer when his first order placed in Acumatica.Trigger a notification ONLY when a customer places their FIRST order ever

I am logged in as Administrator and can see the option for Prepare Invoice in the Action drop down for Process Shipment under Sales. order, but other users cannot. 

I try to migrate my old customization project to modern UI in 2026r1.At first, I wanted to convert the entire project directly, but it failed with the following error:No container found for view ConnectedVendors in the Screen Schema for screen. Probably for the HTML element 'QP-GRID' with the Id 'gridConnectedVendors' provided View Name is not declared in the TypeScript ViewModel.Then I tried to convert each page separately. Some of them succeeded and some failed. And I found that the above error comes from the “Vendors” page.Then a similar “Customers” page also has a similar error:No container found for view CustomerBillingCycles in the Screen Schema for screen. Probably for the HTML element 'QP-GRID' with the Id 'gridBillingCycles' provided View Name is not declared in the TypeScript ViewModel. Judging from the names, these errors are all related to native fields, not the custom fields I added. How should this be solved?

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

I can get a richtext editor onto a Modern UI screen, or at least a box that displays html, I can’t seem to find any way to control the height of the text area.  I need to to be at least 500px high.I attempted to add the class stretch, but it didn’t work.HTML / TS<template>  <qp-fieldset id="Document_PXLayoutRule1_fs" view.bind="Document" wg-container="Document_form">    <field name="Question"></field>  </qp-fieldset>  <qp-fieldset id="Document_PXLayoutRule2_fs" view.bind="Document" wg-container="Document_form" class="stretch">    <field name="Answer" control-type="qp-rich-text-editor" class="stretch"></field>  </qp-fieldset></template>export class AskQuestionFilter extends PXView { Question: PXFieldState; Answer: PXFieldState;}The class stretch on the fieldset makes the grey container area large but doesn’t affect the RichText control. If I add it to both the fieldset and the field then the RichText control stays small (in h

We are looking to try and use the “selector” type attribute. However, we want to have the ability to open the record that was selected. Currently, I am only seeing the magnifying glass which brings up the table to select the data record we want. Is there a way to add the “pencil” or a hyperlink in order open the data record once it has been selected? Thanks! Selector attribute only allowing record selection, not access to the selected record. 

When i try to convert the My Documents screen to Modern UI i cant find its base TypeScript and HTML code like in the picture  i cant create an extension because the base does not exist​​​​​​

Hi, I would like to clarify a limitation I encountered when working with the Paycheck entity (Screen ID: PR302000 - Paychecks and Adjustments) via Web Services. While reviewing the entity, I noticed the following warning on certain fields:"Do not include fields of this object in a request that retrieves a list of entities. To retrieve those fields, request entities one by one by specifying key fields."From my understanding, this means that some fields (such as detail-level fields like Taxes or similar sub-objects) cannot be retrieved using a standard list request and instead require querying each record individually using its key fields. I would like to ask:Is there any supported way to retrieve these fields in a single list request (e.g., via $expand, endpoint configuration, or other approaches)? Are there any recommended alternatives to avoid multiple per-record API calls, especially for large datasets? Would using a Generic Inquiry (GI) or custom endpoint be the only viable workarou

We build-to-order a configurable subassembly (that is linked to its parent) that we would like to pre-assign a serial # to.  When the shop floor employee does the final Move on the configurable subassembly, they will assign a serial # (system should auto-populate the pre-assigned serial # if qty = 1, but that’s a different subject).At this point, the system should know which serialized configurable subassembly goes with the parent production order (via the references tab of the production order), and I wish I could backflush the configurable subassembly into the parent production order (by the way, the reason I have to make the serial class issue method “User Enterable” is because one configurable subassembly in inventory might cost $1,000 more than another configurable subassembly with the same Inventory ID).  But when I attempt to backflush, it says I cannot because the issue method is “User Enterable”.If I type in the serial # that was assigned for the Move (when completing the conf

Hello all,I’ve been trying to create an import scenario that will not only create a new SO with the line items but also update the existing ones if there’s a new item added in the list to the already existing SO. The data source is a GI. What is it that I am missing?Note: the line items may have the same item IDs to be imported as a new or updating the already existing one. I have been trying to map it on the basis of the Line numbers. 

I'm building an integration that creates Sales Orders and Drop-Ship Purchase Orders via the Acumatica REST API (endpoint version 24.200.001 / a custom endpoint based on it). Once the SO and PO are created, the integration then links the PO and SO line via the API. Everything works correctly when the PO vendor matches the item's default vendor in Acumatica, but fails when using a non-default vendor.What works: After creating the SO and Drop-Ship PO, I release the SO from Hold, then send: PUT /SalesOrder?$expand=Details,Details/PurchasingDetails{ "OrderType": { "value": "SO" }, "OrderNbr": { "value": "SO-000123" }, "Details": [{ "id": "<soLineId>", "PurchasingDetails": [{ "POOrderType": { "value": "Drop-Ship" }, "POOrderNbr": { "value": "PO-000456" }, "POOrderLineNbr": { "value": 1 }, "Selected": { "value": true } }] }]}When the PO vendor is the item's default vendor, SOLineSplit records are auto-created by Acumatica when the PO is sav

I’m looking for guidance on a scenario I’m running into with non-stock Sales Orders, and would appreciate any insights or best practice advice.We are using Sales Orders to manage non-stock items (services / consulting type work). Our requirement is fairly straightforward from a business perspective:We create a Sales Order and progressively add lines over time We generate invoices from the SO as work is billed Occasionally, after an invoice has been released, we need to: issue a partial credit, or fully credit the invoice and then re-invoice The challenge is trying to manage both invoices and credit memos against the same Sales Order, while keeping the SO open so we can continue adding lines and invoicing in the future.What I am seeing so far:Using standard SO order types, I can invoice as expected, but there doesn’t seem to be a clean way to issue credit memos from the SO Using IN or MO order types allows more flexibility around mixed transactions, however these appear to complete or

I would like to tag each appointment or service order line with a code 001 through 011. This will determine which lines to group on the invoice with a total for those lines and a custom description. Eg. Material, Labor, Misc. These would be the only lines appearing on the invoice with a grand total.

I have a prospect that needs the ability for their sales people to map out sales calls when they go to an area.  For example, I am flying to Ohio for a week, and I have 25 customers that I need to see.  What is the best route to minimize drive time from each customer and what is the best order of go?  They do not need Field Service only CRM… 

I’m trying to configure DeviceHub to connect to my local development instance and I’m getting this error: Failed to connect to http://localhost/siteName/signalr/hubs/deviceHub serverI can’t find any related posts or information.

I am trying to release payroll and am receiving the below error. Any idea what could be causing this? When looking at the trace I thought it has something to do with PTO, but I removed PTO from the employees time and tried to release, and I am still receiving the error.  at System.ThrowHelper.ThrowInvalidOperationException(ExceptionResource resource) at PX.Objects.PR.PTOHelper.GetBankStartDate(PXGraph graph, Int32 bAccountID, PREmployeePTOBank employeePTOBank) at PX.Objects.PR.PRPayChecksAndAdjustments.CreatePTOBanks(PRPayment row) at PX.Objects.PR.PRPayChecksAndAdjustments.UpdateChildrenRecords(PRPayment row) at PX.Objects.PR.PRPayChecksAndAdjustments.InsertNewPayment(PRPayment payment) at PX.Objects.PR.PRPayBatchEntry.CreatePayments(PRBatch currentBatch) at PX.Objects.PR.PRPayBatchEntry.<>c__DisplayClass91_0.<release>b__0() at PX.Async.CancellationIgnorantExtensions.RunWithCancellationViaThreadAbort(Action method, CancellationToken cancellationToken) at PX.Async.Cancel

I am trying to create a production order from the production order screen and am getting the following error message:AM Error: The following error occurred when the system tried to copy the BOM: Unable to cast object of type 'PX.Data.PXSegmentedState' to type 'System.String'.I have checked the BOM and cannot find anything wrong with it. Has anyone ever seen this message or know what it’s looking for?   

I get this error when trying to patch either of my 26 R1 instances:[17:24:59 ERR] Could not find file 'Y:\Sites\Demo26R1\Bin\ac.exe'.The weird thing is that I successfully patched a 25 R2 instance which also does not have ‘ac.exe’ in ‘bin’ but it’s not a problem there. And I successfully patched one of the 26 R1 instances about a week ago.Here’s the whole output: Site: Demo26R1[17:24:58 INF] PatchTool version: 1.8.2.0.[17:24:58 INF] Verifying the Acumatica ERP version.[17:24:58 INF] Found version: 26.100.0175[17:24:58 INF] Requesting patch information from server: https://update.acumatica.com/rest[17:24:59 INF] Requesting patch information from the following server: https://update.acumatica.com/rest[17:24:59 INF] Collecting the checksum for patched files.[17:24:59 INF] File: PX.BulkInsert.dll, Checksum: E9DFCCA196B5DABE15B3C49F06FD30BAF6D421C24B9A0B565D81A056B920BF263A8F6CEF3BDB6AC2FBFA778AC0EC5A01DB2F83CF00DB6D1AE8F98809B373B6BF[17:24:59 INF] File: PX.CCProcessing.Fortis.dll, Checksum

Material and move completed from Operation 10 to operation 20, not all required claimedHi, we are experiencing issue where the required material quantity is not being claimed in the operation. Currently, the material and moves are done manually from the office. What are some of the reasons/ways to troubleshoot this? Thank you, 

An item was received into Warehouse A with an incorrect unit cost, but it has already been transferred to Warehouse B. The stock item uses the Average Cost method. Can we create an INV Adjustment to adjust item’s cost at warehouse B or we have to transfer it back to Warehouse A to adjust it?

Hello all,i have been trying to setup an automation that should fire & email the report every Wednesday. Since the Ar Aging report as As of date parameter which takes the system’s date, but how can I set the same under automation & mail template → Attached report tab?Thanks.

How can I automatically print the invoice report so that it will be attached to the Activities section and automatically sent via email? Is it possible to make this work by simply clicking the Release button?

Hi Acumatica Community,Is there available screen in acumatica that shows overall response time or uptime globally.Please see attached reference below. Here’s also what we have but not suffice the requirements.https://status.acumatica.com/Thank you!

Is it possible to use HTML (or style sheets/CSS) to add a more robust e-mail signature at the end of an e-mail template in a report - either the code in the report itself or in an e-mail template in the system. Client is wishing to add their logo and formatting to an e-mail that is sent out with an invoice. Thank you in advance.

Report Designer option to render a text field as HTML .I have some text, images, tables and other RTB field data that want to print in report