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Dialog Box Workflow Actions
Join the conversationAre dialog box workflow actions supposed to be unavailable to an import scenario? I was hoping to automate a field update the field/dialog box via import scenario, but the action is unavailable in the import scenario. Workflow actions usually show up...
03/16/2026
Applying Branch Restriction to Customer/Vendor Field in Journal Transactions Screen
Join the conversationHi Team,In Acumatica, on the Journal Transactions screen, there is a Customer/Vendor field that is currently disabled. I have enabled this field, and I want it to work the same way as the Vendor field in Bills and Adjustments.In that screen, if a ven...
03/16/2026
Add Custom Button on the Sales Order Screen Payments Tab
Join the conversationHello,Can you please help me add a custom button on the Payments tab of the Sales Order screen?In which extension should the new button be created?When I try to add it in the Sales Order extension, I get the following error message.
03/16/2026
Can you apply a payment to an AP Debit Adj.?
Join the conversationWe have instances where we are issued a credit from a vendor (which is a debit adjustment in Acumatica). We may not use them for future purchases for a long time, so we request a check be issued to us for the outstanding credit. When we receive that ...
03/16/2026
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