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Acumatica user interface changes after installing Velixo customization

Overview

After installing the Velixo Customization project, the Acumatica's navigation menu has changed:


Acumatica Finance module navigation menu before Velixo install, showing Inquiries nested under Budgets
Before Install
Acumatica Finance module navigation menu after Velixo install, showing Inquiries moved to a different position
After Install


The location of the Inquiries section has moved

Cause

In some configurations of Acumatica (version 2024R1 and older), the publishing of certain customization projects could result in the Inquiries category being moved from its default location under the Budgets category.

Resolution

As of September 2024, the Velixo Customization project has been updated to avoid this issue.

Workaround

If this is something that has already occurred, an Acumatica administrator can easily adjust the location of the Inquiries category.

At the bottom of Acumatica's left-side menu, click on the three-dot menu option:


Acumatica left-side navigation menu with the three-dot menu icon at the bottom

and select Edit Menu:


Three-dot menu expanded showing the Edit Menu option


In the upper right corner, click on MENU SETTINGS:


Acumatica screen in menu editing mode with the MENU SETTINGS button visible in the upper right corner


Within the WORKSPACE CATEGORIES screen, click and drag the Inquiries category to wherever is desired:

Acumatica WORKSPACE CATEGORIES screen with the Inquiries category being dragged to a new position in the list


Once complete, click on EXIT MENU EDITING (in the bottom left corner of the screen):


Acumatica menu editing screen with the EXIT MENU EDITING button visible in the bottom left corner