Discussion Forums

Has anyone figured out a way to bring in Inventory Allocation Details to a Generic Inquiry? I would like to add InventoryAllocDetEnqResult.RefNbr The DAC Schema Browser shows “Nonexistent in DB”

I am in purchasing for our company and purchase products for all of our branches (warehouses). What I am looking for, because I don’t see this functionality in Prepare Replenishment, is way to see for a specific vendor what all the branches' needs are on one screen without changing warehouses.

Hello, From what I can see this is a common bug in 25R2; what we were wondering was what the most time efficient solution was for this bug. Currently, If it is stuck or unallocating, we clear the production and redo everything. We are an on-prem company so we do have direct db access: does anyone have a quicker way for us to fix this? Is there a scripting way we can do it?

The client needs to have a different order type for orders passed thru Shopify from TikTok.  An Order Data field, Source Name, is populated with ‘TikTok’. A different Acumatica Sales Order Type is required because TikTok takes care of the reporting of sales taxes so Tax Calculation needs to be disabled.  The normal Shopify Orders are only taxed in two states and the client has Avalara.The Expression Editor only can be used for the External fields.

Using patch tool version 1.18.1.0. I attempted to update my developer instancefrom  26.100.0175 to 26.100.0175.5  I don’t recall seeing an error in the terminal, but I also don’t recall closing the terminal. I went to load the site and got the following server error. “ The type or namespace name 'Maintenance' does not exist in the namespace 'PX.Data' (are you missing an assembly reference?)”   After some digging I discovered that PX.Data.dll was missing from my instance bin folder. The patch tool errors now if I try to run any of the commands.  Attempting to run the wizard to upgrade/repair the site also errors on PX.Data.dll.  Anyone else seen anything like this?

We have expanded Field-level audit across five tenants for around 45 screens in each tenants(45 * 5 Screens). Before we promote this to Production we want to understand the cost and the correct way to operate it long term.

Hi All,Is there an option for us to merge customer cards?Lets say we accidentally created aduplicate card for the same customer and there are  already SOs created for them, is it possible to combine it with an existing customer card?

Hi, wondering if it is possible to create a GI that shows current year vs last year’s data? Attached is a sample GI that shows current year’s figures. How do I add last year’s data to compare them? Once working, I will need to add it onto a dashboard.If this isn’t possible, I’m thinking creating a new GI with last year’s data and add it onto the dashboard beside the current year.

Is anyone on 26R1, who uses the 24 hour clock vs the 12 hour clock, finding an issue with it not allowing a labor transaction to be under the 24 hour clock vs the 12. I have checked all the local system settings and profile, along with the AM101000 screen setting but its not working as it did in 24R2. My assumption is they are forcing this change or a bug.  

Meet Jini Nickelson our Acumatica Community Featured Member for September 2026. It’s great to have you as part of the Acumatica Community ​@jinin!Hi everyone! I'm Jini, from Tamil Nadu in southern India.When I was asked to share a little about myself as this month’s Featured Member, I wasn’t quite sure where to begin. So I decided to start with the questions I’m asked most often — about my journey with Acumatica, my work, and what keeps me around after all these years.The first one is almost always about the eleven years. I joined Kensium 11 years ago and I'm still here, which in this industry usually earns a raised eyebrow. The honest answer is that the work kept changing even though the logo didn't — different products, different customers, different problems every year. I never had to leave to find something new to learn.What we build, for those who ask, sits in the space between systems. I'm a Sr. Manager for the Engineering ERP team, and my team works on integrations and customiza

Hello, current Case Management customers,We're exploring a potential new feature for Acumatica CRM that automatically surfaces similar past cases, so support teams can find and locate solutions faster instead of solving the same problem from scratch every time. The goal is less manual digging, quicker resolutions, and more consistent answers across your team.To build this well, we want to test it against real-world data — so we're looking for a few community members with large, established case databases that make use of the Closure Notes functionality who'd be willing to work with us during early development. This would involve reviewing early versions and giving us direct feedback on relevance and usefulness of our findings.If you're interested (or just curious to learn more before committing), reply here or reach out directly — we'd love to chat.Thanks in advance to anyone willing to help shape this! Best, The CRM Team

Hi Everyone,Anyone with an idea on how to prevent creation of duplicate customer profiles, I tried configuring the validation settings of Account to Account as shown in screenshot below, but it still allows users to create duplicates on the customer profile. 

Hi Everyone,I have noticed that users are able to start an appointment more than once even if the previous log is still In process, this is not ideal because the user might end up tapping on the start button more than once thinking his logs aren’t being captured yet there, which causes inaccurate reporting, I have attached a screenshot with an example, in this case the user ended up starting the same appointment twice on the same date without noticing that his log was captured as twice in process and when he completed the appointment the next day, they were both completed at the same time.I don’t know if it’s a bug or there’s a setting I am missing?

Normally, the projects are visible in version 24r2; however, after upgrading to version 26r1 and running some tests, we were surprised to find that the projects no longer appear (they do not show up in the filter). Could this be due to a specific configuration required to view them on the expense request screen?I also notice there was a change in the DAC; could that be related? I have attached the code.If you are aware of any relevant configuration settings, I would appreciate the information. version 24r2#region ContractID public abstract class contractID : PX.Data.BQL.BqlInt.Field<contractID> { }[PXDBInt][PXUIField(DisplayName = "Project/Contract")][PXDimensionSelector(ContractAttribute.DimensionName,                    typeof(Search2<Contract.contractID,                                   LeftJoin<EPEmployeeContract,                                            On<EPEmployeeContract.contractID, Equal<Contract.contractID>,                                            

(Using 26R1) We cannot enter landed cost documents for vendors that have “Hold Payment” status. But we CAN enter AP bills. Which leads me to believe this is a bug on the landed cost documents side.Any insight into this?

I see some great related topics where people have discussed the overview of creating a GI, then an export to generate the layout etc… We have a positive pay solution that is working as long as the check is generated (check start date) and (Check end date) are the same day… The GI has parameters and I can change those as needed, and when we run the export it works.  However the user doesn’t have access to the GI to change the date.  Sometimes the user starts a batch, the payment approval may take a day or more, and then they finish the checks… so the dates are not the same day… The export doesn’t allow us to pass a parameter to the GI, so they’re stuck.  Is there another way to limit the checks to just the ones that need to be on the positive pay file?  Other than date, how else can the checks be identified?  Printed but not closed?  What if it’s ACH?  Automate with a business event once status changes to printed? How have you solved this?  Open to all creative and fun ideas! 

Hey community, wondering if anyone can speak to issues with field team members having connectivity issues with Acumatica on a server hosted instance versus cloud based? We currently host on our server, but our team members occasionally have problems in the field when leaving a job and it not registering in Acumatica. Curious, for users who have tried both or just utilized the cloud-based system, do you encounter issues with team members trying to “complete” an appointment and connectivitiy issues prevent from doing so?

Hi,I want to increase the Segment length of the the Subaccount from the current Value, however I’m facing the BelowErrror: “Updating  'Segment' record raised at least one error. Please review the errors. Segment '1' has values and cannot be updated”.I have deleted the existing Segment Values to be able to try this & re-import them. However the Default vlue get saved automaticaly. What’s the best approach to increase the Segment Length for the Subaccounts. Thanks!

Is there a way we can download all the attachments from the Acumatica. Also, It possible to delete all the attachments from one screen.

Hello!I have created a prepayment Invoice type bill mistakenly by adding manual accounts and descriptions. Now I am required to cancel/void this transaction. But when I try ‘Write-off Prepayment’ action, it tries to create a debit adjustment but errors the line level account, stating it cannot be emptied. I am not allowed to manually fill the account as I did on the prepayment invoice.  Can someone please help me with this.  Thank You