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Pre-payment v. Payment; Authorize v. Capture
Join the conversationI’m hoping someone can help us with a workflow hang-up we’ve run into several times. We are a contractor supply store and often place custom orders for customers or drop ship and/or ship material from our location to a jobsite.When we custom order pr...
03/27/2026
Adding Custom Action on Opportunity Products in Modern UI in 2025 R2
Join the conversationHi All, Need help currently we are transitioning to the new 2025 R2 of Acumatica, by this I am trying to switch the Classic UI to the Modern UI, but the problem is when I am switching the UI to Modern UI all the customizations are not reflected to th...
03/27/2026
Add department entity to Purchase Order Approval workflow
Join the conversationI am creating a purchase order approval workflow for a client. They previously used Purchase Requests with an approval workflow and are wanting to replace this with Purchase Order approvals.Their Request Approval Workflow conditions are based off Dep...
03/26/2026
When aggregating Sales Orders to a single invoice, the Customer Order No (PO) is lost
Join the conversationThe Customer Order Nbr should list all customer orders (POs) rather than leaving it blank. Does anyone know of a way to make this work? I can’t find anything in preferences to control this. Of course we can do a customization and/or business event.....
03/26/2026
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