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Create lines for Journal Transaction from Invoice screen

You could add lines to the Journal Transaction Details tab in 2 ways. Overriding logic for creating Journal transaction records or override Release button on Invoice screen. I used a second approach with the handler. .background{font-family:monaco,Consolas,LucidaConsole,monospace;background-colo...

Can You Use a mailto: Link in an Acumatica Notification Message?

Email communication plays a crucial role in business automation, and Acumatica allows you to create customized notification templates to streamline interactions. One common requirement is to include a mailto: link in notification messages, enabling users to click an email address and instantly op...

Removing the Customer Name from the Sales Order Form Title in Acumatica

The Sales Order form (SO301000) in Acumatica displays the customer name in its title by default. Some businesses prefer a cleaner interface without this detail. Fortunately, this can be modified easily using the Customization Project Editor, without requiring code changes. This guide walks you th...

Resolving "InvalidCastException" for Custom Boolean Fields in Acumatica

Introduction While rare, the InvalidCastException: Specified cast is not valid error can occur in Acumatica when working with custom Boolean fields on any screen — such as Sales Order — if specific scenarios, like Copy and Paste, introduce unexpected data formats. This can disrupt workflows, espe...

How to prevent duplication

How to prevent duplication. We will use the example on Sales Order screen. .background{font-family:monaco,Consolas,LucidaConsole,monospace;background-color:#1E1E1E;overflow:scroll;color:#dfdfdf;}.method{color:#DCDCAA;}.class{color:#4EC9B0;}.keyword{color:#569cd6;}.string{color:#ce9178;}.control{...

Implementing a Profile Photo Uploader on Acumatica’s Employee Screen

Adding a profile photo uploader to Acumatica’s Employee screen (EP203000) is an excellent way to enhance the user experience and personalize employee records. While this functionality is not directly supported through the Customization Project Editor, it can be achieved using custom code. Below,...

How to increase webhook size

The code below will allow us to modify our Web.config by adding to it or changing the Webhook size. This is necessary when the data is not sent using a webhook from its volume. .background{font-family:monaco,Consolas,LucidaConsole,monospace;background-color:#1E1E1E;overflow:scroll;color:#dfdfdf;...