Unanswered questions

I have a tenant with multiple branches and I need to restrict certain users so they can view Sales Orders belonging to specific branches.Could anybody guide me on how to properly configure this restriction?After login, the user should only be able to see Sales Orders related to the assigned branch(es).I would appreciate your help in setting up the correct configuration. 

Hello,I was tasked with creating a DSO inquiry for us to use. After building one myself (see XML attached) I found one our VAR created (also attached). Here’s where i came across a few issues.Mine is built off of invoices and memos from the ARInvoice module. To get this to line up the same as how the VAR lined up theirs I had to group and SUM all of my invoices. All numbers line up except for 04-2026 invoices. I assume those will match up once we close out the period since all past period match exactly. (i verified these numbers by going to the AR module and filtering by only Invoices or credit memos and matching total at bottom of page)None of then numbers on the one that the VAR created match the one I created nor do they match what the AR module says when i filter down the types. Their DSO equation also seems to be broken beyond my knowledge to repair. That or it’s missing something or seeing a zero i don’t in order to pull in a NULL value. I’d like to get some more smarter eyes on

I have a business event set up to send an email notification when the Release action is done on inventory receipts. Every time the release is being clicked, it is triggering the business event twice, so duplicate emails are being sent. Why is the event triggering twice?Below is what my business event looks like and the log showing the duplicate triggering. 

When I do this in the Customer Payment Method, I get an error.   To explain further, I created an Import Scenario to Mass Update the Customer’s Payment Method as seen below but the IsDefault field is unchecked. 

Our Item Class has two levels, for example: 01-01, 01-02... 10-01, 10-02, 10-03... 90-01, 90-02.In reality, there are spaces in the value, the actual format is like 01 -01, 01 -02, etc.In the Report Designer, I want to group data by the main Item Class. I used this expression in the Group settings:=Left(Trim([InventoryItem.ItemClassID]), 2)Strangely, most Item Classes are grouped correctly, but 01-01 and 01-02 are still split into two separate groups.Moreover, I tested the condition Left(Trim([InventoryItem.ItemClassID]), 2)='01' and it returns True for both records, which is very odd.What is the cause of this issue? Or if I need to group by the main class, what other methods can I try?

Hi, I'm currently working on a customization in Acumatica and ran into a tricky issue involving workflow timing and an external AI call. Here’s the situation:Code SummaryContext: Acumatica ERP, page EP301020 (Expense Claim Details), C# .NET Framework 4.8.What the code doesA custom button "SubmitWithAI" replaces the standard submit and performs two things: Synchronous (blocking) validations: Photo is required Project and task are required Item is excluded Bank Feed amount must match the receipt amount AI analysis (call to GPT-4o via OpenAI API): Sends receipt images in base64 GPT analyzes and returns a JSON with amount, taxes, tip, category, currency, etc. The GPT JSON is compared with Acumatica data The result is saved in two custom fields (UsrAnalyseAI, UsrReponseIA) It works, but…The problemSymptomThe GPT call takes 5–25 seconds — the user is blocked waiting the entire time before the submit completes.Core issueThe core issue is that the workflow evaluates conditions b

Good morning all,I am posting to inquire if anyone has seen if the Acumatica portal can tie to the Field Services module for like payments, services, appointments, etc. Does anyone know if its possible and if so does anyone have evidence showing it running? Thanks in advance all.

I added a custom field to store the internal company in both the Item Classes and Landed Cost Code screens, using the same approach in both cases. I also added a selector to choose the company.In the Item Class screen, the selector works as expected and displays the available company list. However, in the Landed Cost Code screen, the selector is empty and does not show any values, even when logged in with the same user.Following is the code public class LandedCostCodeAccessRestExtP : PXCacheExtension<PX.Objects.PO.LandedCostCode> { #region UsrInternalCompanyID [PXDBInt] [PXUIField(DisplayName = "Company ID")] [PXSelector(typeof(OrganizationBAccount.organizationID), typeof(OrganizationBAccount.acctCD), typeof(OrganizationBAccount.acctName), SubstituteKey = typeof(OrganizationBAccount.acctName), DescriptionField = typeof(OrganizationBAccount.acctName))] public virtual int? UsrInternal

Hi Acumatica Developers,If i have a field which is in several screens(say 10 screens). Instead of having 10 graph extension to implement custom logic.Can i extend PXGraph like class “MyClassExt: PXGraphExtension<PXGraph>” and have events to implement my custom logic? Will there be any drawbacks with performance , locks, etc. ?  

I am having issues with a selector field on a smartpanel. It has the right values when i click the eyeglass, but when i select one, it comes up and then disappears. any ideas on what i did wrong? #region Customer [PXInt(IsKey = true)] [PXUIField(DisplayName = "Customer")] [PXMergeAttributes(Method = MergeMethod.Merge)] [PXSelector(typeof(Search5<BillOfLadingLine.customerID, LeftJoin<BAccount, On<BillOfLadingLine.customerID, Equal<BAccount.bAccountID>>> , Where<BillOfLadingLine.truckNbr, Equal<BillOfLadingLine.truckNbr.FromCurrent>>, Aggregate<GroupBy<BillOfLadingLine.customerID>>>) // , typeof(BAccount.acctCD) //, typeof(BAccount.acctName) // ,SubstituteKey = typeof(BAccount.acctName) )] public virtual int? Customer { get; set; } public abstract class customer : PX.Data.BQL.BqlInt.Field<customer

When I try to add custom field through Customization Project → Screens → Customize Existing Screen → Select Paychecks and Adjustments and hit OK, I get the following error: Cannot parse the ASPX file. The closing tag </px:pxformview> is not expected in the line 87; the expected tag is px:PXFormView from the line 54. It won’t even open the screen, either to view or edit the aspx file.We are developing it under Acumatica Cloud ERP 2026 R1 Build 26.100.0175 +

What We Are BuildingWe have a customization on the Cases screen that adds a Sub Tasks grid using PXGridWithPreview. Each sub task has a ChatLog field (PXDBText) that stores an HTML chat-style log, and a MessageText field (PXString, unbound) for the user to type a new message. A Send button appends the message to ChatLog and saves it to the database via a PXAction.The preview panel shows the message input (PXRichTextEdit) and the chat log (PXHtmlView) below it.The ProblemAfter clicking Send, the ChatLog in the database updates correctly. However, the PXHtmlView displaying ChatLog in the preview panel does not refresh — it still shows the old content. The user has to click away to another row and come back to see the updated chat log.What We Have Already TriedServer side:CaseSubTasks.Cache.Clear() and CaseSubTasks.Cache.ClearQueryCache() after save Re-fetching the record via PXSelect and reassigning CaseSubTasks.Current CaseSubTasks.View.RequestRefresh()ASPX side:RepaintControls="All" on

Can someone support me by providing a copy of the Acumatica installer version 2020 R2, it is no longer available in the download repository on Amazon and build archive, I’m working on upgrading from 2019R1 and need it for that reason so if someone still has that version and can provide it for me

Hello all,How to setup & enable 3 way match feature? Is it available in 25R2? I need guidance on this. Thanks.

I’m trying to figure out why Acumatica changed the ShipAddressID on an order and what that means. I don’t see any visible changes to the order, nor can I figure out what these numbers mean. It did however remove the salesperson ID from the order lines.  

Hello all!We are looking at implementing paperless picking and I am running into a road block. I have found the topic of short shipments discussed over and over, but I have the opposite problem. Example:Item 123 has to be sold in multiples of 6. A sales rep accidently entered 5 in their sales order, and created a shipment. The picker knows this item must be picked in multiples of 6, but cannot enter 6 on the scanner. The overship threshold on item 123 is set to 999%, so that is not the issue.Is there a setting I need to change like the short shipment confirmation? (and if there is why isn’t it in the same place?)

If I am wanting to use a statistical ledger for headcounts, what is the recommendation for how those values are recorded in Acumatica?  Is it by entering only quantities or debits and credits?  If quantity, how do you report on it?  If debits and credits, is there a way to just enter monthly totals and not have them aggregrate?  I am trying to create a way for our HR group to just enter monthly headcount figures against specific HC categories, so that we can then report off those values.  We also have Velixo.  i have tested but can’t seem to get quantities to pull into any reports or Velixo formulas.

How can I set up a consolidated report to eliminate intercompany transactions between Company A (Branch AA) and Company B? I attempted to use the Consolidation in Acumatica but couldn't get it to work. Any advice on what I might be missing? Thank you for your support!

Hello all,Can anyone guide me to the steps for the below 2 scenarios relating to AP Doc recognition service?  Or please correct me if I’m wrong:Scenario 1: If the AP Bill before receipt is true & No PO receipt is generated then the PO automatically gets linked to the uploaded AP Doc/PO Invoice under Incoming Documents screen. Scenario 2: If the AP Bill before receipt is false, & PO receipt is generated, then the PO Automatically gets linked to the uploaded AP Doc/PO Invoice under Incoming Doc screen. However when I tried, i had to manually choose the PO. I have created a 100% receipt of the PO. So how come this scenario is fulfilled? Am I missing any setup? Scenario 3: If the AP Bill before receipt is true, & PO Receipt is generated, the PO isnt automatically linked to the uploaded AP Doc/PO Invoice under Incoming Doc screen. Scenario 4: If the AP Bill before receipt is false, & no PO Receipt is generated, users cannot link PO after PO receipt is generated. Under all th

A majority of our clients populate the long descriptions on line items they sell with important descriptive information for each line. They need to be able to view this on the screen without having to hover over each line item description. Pre-2025R2 we simply used a customization project to toggle the WordWrap for each of those fields allowing all of the text in the field to show and allowing the field to automatically expand to accommodate it. After the 2025R2 update we realized that the WordWrap functionality was removed. Our options now are to create a custom CSS file for each page or to create a global customization in C# to change all of the impacted pages for each customer and deployment. I’m curious if anyone else has found a more elegant way to manage for this change? 

I need to transfer funds from one bank account in 1 currency to another bank account in a different currency. I can’t have a funds transfer or a journal entry with accounts that have different currencies. Is there a way to do this? 

How do we update prices for service contracts?When we update a recurring price, this does not cascade to the next period. It reverts back to the original price from two periods ago. Is there a function to update prices and cascade those prices to every period forward? 

Even after rebooting my machine, every single time that I try to create a new instance of 26R1, I get these errors and the installer stops:Even if I press OK, I get more log errors:If I press ignore, I just get more of these errors about the other log files that the installer created.Question: how to get past these log errors so I can create a new instance?Here’s the full error:Cant't create the site 26R1 -------------------------------------- Inner Exception: Exception occurred while deploying the site files.  --------------------------------------  Inner Exception:  Exception occurred while backing up the files from 'C:\deployment\sites\26R1\' directory. Try to do it manually.   --------------------------------------   Inner Exception:      WARNING: The process cannot access the file because it is being used by another process.   C:\deployment\sites\26R1\Logs\log_prepare_2026-04-09_11-11-53.txt         WARNING: The process cannot access the file because it is being used by another pr

Is there a way or something I am missing that will not show discounts on the line or document level to select if they are expired, a sequence doesn’t exist, or the sequence is marked as inactive? We have old discounts codes we don’t use anymore and even if I have deleted all sequences or inactivated all sequences they still show up to select on sales orders. There is an error when selected, but we don’t want these to even show.

Hi everyone, I am creating a sales report where I would have another column to get the sum of previous years total (ARTran.CuryTranAmt) I tried using a subreport but could not figure out to get the @From or @To to have a value less than 1 year.  Any input is highly appreciated. Thank you.