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I am trying to remove one of the warehouses from a stock item. The form toolbar has the delete button greyed out. Does anyone know how to accomplish this? i have attached a screenshot of the section.https://www.augforums.com/forums/everything-else/removing-warehouse-detail-from-stock-item/ Tried using import scenarios and Mass actions, but was unable to achieve the desired result.Please advise. 

Hi everyone,I'm looking for a way to have the side ribbon (side panel) open by default when a user navigates to a specific screen — and ideally with a specific icon/tab pre-selected.Context:Specific ScreenID (e.g. a custom or standard screen) Specific side panel icon should be expanded automatically on load Goal: avoid the user having to click the icon every timeAny pointers, code samples, or references to the framework API would be greatly appreciated.Thanks!Raphael

There are some items which has been loaded to the create transfer order screen for the transfer order creation. however, those items are old stocks and currently we do not have stocks for those. How can we remove the item lines and does it affect any allocation in the system? 

Hi All.  I'm unable to add/delete Acumatica Customizations on 25R2 even though my user has the permissions and the access rights for the screen look correct. Am I missing something simple?    Thank you,David Edmonsonvariux.com (aka ErpRescueTeam.com) 

Best approach for integration — Web Service Endpoints (Generic Inquiry) vs OData?Hi all,I'd like some advice on the best way to build an integration with Acumatica. What's the recommended approach — going through standard Web Service Endpoints (via Generic Inquiry or standart endpoint) or using OData?What I need to retrieve:Account balances as of a given date Transactions (including base currency) for a specific period Currency exchange rates for a specific periodWhat I've tried so far:I created several Generic Inquiries and exposed them through a Web Service Endpoint.When I tested it by pulling transactions(via standart JournalTransaction)  for a single month (to get the line details I had to pass $expand), execution time was around 14–60 seconds. Our demo instance originally had 16 GB of RAM; after bumping it up to 64 GB, performance improved to around 5–15 seconds — but that's still pretty slow for demo ~155 transaction per month.2019-01 [2019-01-01 -> 2019-02-01]: 359 transactio

 Is it possible to restrict a Sales Orders with 100% prepayment required but an applied payment in Authorize-only status from advancing to shipping?  (also is there a way to edit the subject of this topic… I hit send a bit too quick!)

Hi team,When attempting to change the Site Map setting from Classic UI to Modern UI, the Graph Type field disappears. This is working properly in the Dev site, but the issue is occurring only in the Production siteCould you please suggest? Below are the screenshots for reference.Dev site: Production site:   

I am working on a customization in Acumatica 2025 R2 using the Modern UI framework for the Sales Order screen (SO301000).I want to highlight the entire row in red whenever the CuryUnitPrice does not match my custom field UsrEDIPOPrice (which is defined in a SOLine extension).I have implemented a TypeScript file and an SCSS file. However, the row styling is not being applied. TypeScript Code (SO301000.ts) import { RowCssHandlerArgs, handleEvent, CustomEventType} from "client-controls";import "./SO301000_CYBEDIWebService.scss";export class SOOrderEntryExt { @handleEvent(CustomEventType.GetRowCss, { view: "Transactions" }) getTransactionsRowCss(args: RowCssHandlerArgs) { const row = args?.selector?.row; if (!row) return ""; // Unit Price const curyUnitPrice = row.CuryUnitPrice?.value; // 🔥 Equivalent of GetExtension<SOLineExt>() const usrEdiPoPrice = row?.extensions?.SOLineExt?.UsrEDIPOPrice?.value; // Apply red stylin

 I’m looking for a way to restrict user access to the Authorize only option on payments and prepayments We may need restrictions in two places but a bit uncertain when looking at this from Access Rights The pop-up dialog box initiated on sales orders The Actions menu on Payment/Prepayments (AR302000) Possibly these are the same?  I’ve tried editing the “Authorize” access rights under Payments and Applications>AR Payment>Authorize but it seems any changes made here revert to Inherited  Is it possible to only allow certain staff to Capture without permission to Authorize-only? 

I am trying to add a file path to the Data Provider File Name field.  When I click on Update Schema I get the following error: File 'C:\OTSShare\Import_Scenario_Files\APIMPORT.csv' is not found. I have made sure that all IIS accounts have rights to the file and folder etc.

Hi, I have data on spreadsheet to import into Notes field where there should be multiple lines in the note. The data contains \r\n characters which are correct characters to use when importing data. However the characters appear to be stripped during import. The workaround is to alter the data in the spreadsheet replacing \r\n with CrLf (just some other text), then in the Import formulae Replace(<text>,’CrLf’,’\r\n’) which then imports as expected. Does this make sense to have to do this ?

Hi everyone,I'm trying to automate the synchronization process for importing files from an FTP server in Acumatica, but it is not working even though I followed the guidelines from this documentation:To Set Up Automatic File SynchronizationThe manual synchronization works correctly, and I am able to retrieve the file without any issue. However, the automatic synchronization does not seem to detect or import new files automatically.Please see the screenshots below for reference: My goal is to have Acumatica automatically retrieve the latest files from the FTP server every 5 minutes.I would really appreciate any help or suggestions from the community.Thank you!

Hi, we have a client who’s using Device Hub and they are asking us to add a printer as another option in Acumatica in Default Printer. I have not configured a DeviceHub before, but I need to do it for our client. I checked the Wiki on adding a printer but it says that I need to configure it in device hub first.My question is, do I need to configure it on my end or they need to configure adding the printer on Device Hub and then I can update the printer list in Acumatica?

Hi All, in the modern UI when you click the Filter Settings button, it doesn't open the Filter Settings dialog box at all, as expectedly on normal functioning.had to switch to Classic UI, for that particular form any time i need to open that Filter Settings. just wanna find out if this case is unique to me, or is a widely known issue with the Modern UI?thanks!  

Say a customer record has multiple salespersons assigned to the same Location ID (on the Salespersons tab).Is it possible to configure an import scenario to delete a specific line based on BOTH the Salesperson ID and the Location ID?Example:Salesperson A // Location ASalesperson B // Location ASalesperson C // Location ASalesperson A // Location BSalesperson B // Location BSalesperson C // Location B If I wanted to delete the Salesperson B // Location B line from the Salespersons tab, how would I configure an import scenario to do so?

Hi all, There was a related topic regarding @BaseRowCode to calculate the percentage of a subtotal. I have attempted to assign a Base Row Code from Net Revenue for the subtotals; however, the values are still appearing as blank.For reference, I followed the guidance from the “Profit and Loss - Line Percentage to Total” community post.Profit and Loss - Line Percentage to Total | Community  I have also attached a snippet of my Row Set for review.  I would appreciate any guidance on where this may have been set up incorrectly. Thank you in advance.

Hi All,I have been struggling to find the table link that will let me list all of the attributes that are listed on an Item Class.The INItemClass table has this beautiful field called ItemClassStrID which is a direct match to the EntityClassID on the CSAttributeGroup table.Using this relation would solve all my problem, but the ItemClassStrID field isn’t available to use as a relation data field.Does anyone have a GI that lists the Attributes on an Item Class?Thank You!

Is it possible to install the outlook add-in for a shared mailbox? I have it installed for my inbox, but it’s much more useful if I can access from the shared mailbox. When I click the inbox for the shared mailbox, the add-in disappears from the ribbon. 

When upgrading from Acumatica 24R1 → 26R1, the CCProcessingCenterMaint.UpdateExpirationDate(PXAdapter adapter) is now missing in \App_Data\CodeRepository\PX.Objects\CA\CCProcessingCenterMaint.cs.  I was overriding this method but was still using the base.  Was this method moved somewhere else?

I’m running Acumatica for my manufacturing and field service.  We have the Field Service module.  On some Service Orders and Appointments, we have items that production needs to Manufacture and Ship before the Field Service tech can be dispatched to the jobsite. For instance, the customer orders a pump. We have to manufacturer the pump, then deliver the pump, then once it’s delivered, Field Service needs to dispatch a guy via an Appointment to start up the pump.  We have the manufacturing and delivery part down 100%, and we have the service order and appointment part down 100%, but we can't figure out how to marry the 2.  I need a good way to get from “the delivery is confirmed, the product is on site” to “we need to dispatch a service guy by creating the appointment and putting the appointment on someone's staff calendar”.  I can’t put the manufactured item on the service order because then I can’t then create a shipment, so we put a service item on the Sales Order and mark it Appoint

I am having issues getting the insert new record button to show up on an entry point GI that is for a custom screen. I have the “Enable new record creation” button checked. I have insert or delete access but it still doesnt show up. I saw this post in the community that says to look in the hidden folder, but there isnt anything about my screen or GI in the hidden folder. I had issues with it not showing up on another screen i made but it randomly showed up. this one hasnt shown up yet. I tried restarted the application and logging out and back in. I also tried unclicking the “Enable new record creation” and then selecting it again. so far, nothing i have done has made it show up. Does any one have any ideas how to make it show up? 

 I have an order type LS, which is allowed to quick process (confirm shipment and create an invoice) When I press the button manually, it works as expected; then, I want to set up a business event that will auto-quickly process if the order type equals LS and the status is open.  But it’s not working; the system shows “button OK is disabled”.  If I remove this action and keep only  the “ press quick” action, the sales order only creates a shipment but does not confirm or create an invoice. Can you help me find out what I am missing? 

Looking for options to move inventory between locations in Acumatica but using a handheld device thats super easy.  Do not need full WMS at the moment, just very basic internal location movements.   Open to suggestions.   Thanks! Nirav S.

I’m planning to migrate custom screens to Modern UI in 2025R2 and want to confirm:Has the Modern UI architecture been finalized in 2025R2? Are there no major disruptive changes planned for 2026R1/R2? If I complete all Modern UI customizations in 2025R2, can I upgrade directly to 2026R2 later without needing to redo these customizations in 2026R1 first?

I'm on Acumatica 2025 R2 and trying to confirm whether the following is possible out of the box.Scenario:I have an appointment with one labor service line:Labor item: Technician Labor Estimated Duration: 20 hoursOn the Staff tab, I assign 2 technicians to the appointment. The intent is that both techs work in parallel, so the job finishes in 10 hours (10 hours × 2 techs = 20 total-hours).What Acumatica does:The appointment's Scheduled Duration is set to 20 hours, and the Scheduled End Date is calculated as Start + 20 hours — adding the second tech to the Staff tab does not change the scheduled window.My question:Is there any standard configuration (Service Order Type, Service Management Preferences, Service settings, etc.) that makes the appointment's Scheduled Duration automatically equal Estimated Duration ÷ Number of Assigned Staff?If not, what's the recommended default workflow when one labor line is meant to be split across multiple techs working concurrently? For example, checkin