Discussion Forums

Hello, I’m trying to automate the Create Purchase Order Process of my MYOB Acumatica. Though the automation works, it stops with the error, “Owner Cannot be Empty”. I have identified this because, there is no Linked Entity connected with Admin user and hence no Owner is filling on the Purchase Order form. And the field is mandatory. The admin user is not editable even to a full user.  Is there any way that I can automate the process. 

Hello,I’m trying to create Payment Amount in a Positive Pay CSV file padded on the left to include 11 total characters like this example: I’ve tried several formulas:=PadLeft(CStr([APPayment.OrigDocAmt]),10,'0')=PadLeft(CStr([APPayment.OrigDocAmt]),10.2,'0')=PadLeft(CStr(Round([APPayment.OrigDocAmt],2)),10,'0')=PadLeft(CStr([APPayment.OrigDocAmt]),12,'0')The above formulas produce results that are padded at the left but include 2 extra digits on the right.I thought Acumatica might be using Price/Cost Decimal Places field in Miscellaneous

My client had to run the Tax Maintenance this week and there are now blank rows, the Values don’t have dropdowns and for example the Select Filing Status was Single, Married Filing Jointly, Married Filing Separately and Head of Household, but now everyone updated to an “S” with no options:Is anyone else experiencing this issue? 

I try to configure mailing and printing for purchase requisition template for requesting proposal to vendor. But It’s always use default system sending email template. when click request proposal, it also send to other two email that is not the vendor email. This is image when it sent 

Hello good afternoon communityI am importing customers and vendors through the import scenario, there are approximately 16,000 customers and about 4,000 vendors, many of them are customer/vendor at the same time.When I do this I get an error saying that I cannot have the same customer and vendor ID during the import. These customers/vendors have the same ID. since they are the same.Is there a configuration that allows it? Is there a way to import them by import scenario? because there are about 950 customers/vendors that exist with this condition. I hope you can help me since it is impossible to create them one by one manually.I am driving Acumatica version 2023R2I look forward to your help and thank you in advance.Vanessa.

I’ve come across an issue and want to confirm if I’m missing something in the configuration, or if I’ve found a bug in how Matrix Item creation handles segmented key separators for the new Inventory IDs.As far as I can see, this should be possible but I’m seeing strange behaviour when creating the Matrix Items. The end goal is a 2 segment Inventory ID, that correctly creates Matrix Items with valid Inventory IDs.(The reason I need 2 segments is because the first segment will be Auto-Numbered. I’ve been able to replicate the issue both with and without auto-numbering, so for simplicity I’ll detail below without auto-numbering applied) Expected BehaviourManually created, standalone Stock Items, Non-Stock Items and Template Items, should be created with the first segment populated, and the second segment left blank. Matrix Items should be generated from the Template Item, with the Template ID as the first segment

<ClientEvents TabChanging="refreshGrid" /><px:PXJavaScript runat="server" ID="CstJavaScript23" Script="function refreshGrid(){ var custGridTotal = document.getElementById("ctl00_phG_tab_t6_CstFormView8"); if(custGridTotal != null && custGridTotal != undefined){ custGridTotal.object.refresh(); console.log("custGridTotal"); } }" IsStartupScript="True" />I want to convert my JavaScript code to Modern UI TypeScript code. How can I do it? I cannot find any documentation about it. I found @handleEvent in TypeScript, but it does not have TabChanging or many other events that exist in the JavaScript client-side.

In Customer Profile under Balance would like to add a new field for Open Invoices. This field would display the sum of the Current Balance for all Invoices with an Open Status associated with the particular customer. Need help creating the customization.The issue we are having is that Prepayments are included in the Balance the Customer owes. If a Customer has open Invoices totaling $1000 but they have a Prepayment of $200 for future work their balance displays $800 and this balance is what our employees see and what shows on the Customer Statement. Customers end up paying less than what they owe.

Hi  all,In our Acumatica environment, numeric values are displayed with trailing zeros in many transactions. For example: 10.12000 10.00000 10.45785 Expected display: 10.12000 → 10.12 10.00000 → 10 10.45785 → 10.45785 (should remain the same) Our requirement is to remove unnecessary trailing zeros across the system (Purchase Orders, Sales Orders, AR/AP transactions, Generic Inquiries, and reports) without modifying each screen individually.We have already checked: Decimal Precision settings in companies master screen Is there a way to configure this globally in Acumatica, or would this require customization?

Hello Acumatica team,How can the missing text in the Shipping tab be added in the Modern UI using a screen extension?

Just curious to see if anybody started to use Acumatica Survey from Github? If so how has your experience been so far? If you haven’t why not? If you like to learn more ask a question here.

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share ***Announcement: Classic UI Deprecation in 2026 R2 and FAQ*** Acumatica Community Webinar - Integrations in Acumatica

Hi all,I’m building a report to track beg inv and end inv. so far so good. Now, I’m looping in sales and margin data. I see that INItemCostHist and INItemSalesHist both have FinPtdSales and FinPtdCOGS. any difference between these two fields? the INItemCostHist matches our sales reports, but want to make sure.thanksJoseph

Issues is a standard GI for Acumatica.  When a Customer SO is shipped, Acumatica posted the COGS side of the equation.  The customer is known as the customer shipment generates the transaction, therefore one would presume the customer field would populate on the GI.  We are running MRP, so the Prod Order is produced, moved to FG and then shipped from inventory.Am i missing something somewhere?cch 

Hello everyone,Customer-based discount codes work for the customer, and a discount percentage rate remains in place even if the order volume changes: The problem is manual discounts -> if you change the percentage, it is linked to the amount and not to the discount rate -> if you add or remove items with manual discounts in Sales Orders, the discount rate also changes, even though it should remain the same: The discount rate should be fixed and not flexible and dependent on the amount.The customer works a lot with manual and flexible discounts, but wants to prevent the discount percentage rate from changing when the order is adjusted. We have not found a solution here for how to set spontaneous discounts. Do you have a solution?Example:SO and the product costs are 12,00 per unit. I add an manual Discount of 10%:

We have Restriction Groups that relate to certain Users seeing certain items. This Restriction Group has worked fine for a couple years. Now it periodically doesn’t work and Users can see items we don’t want them to. We are currently using Acumatica 2025 R1.Is anyone else experiencing this issue? Is there a fix?

Has anyone tried scanning business cards in Acumatica using HubSpot integration?

We’re experiencing ongoing issues when logging emails from Outlook to Acumatica using the Outlook Plug-In for the Modern UI. I wanted to share details to see whether others are encountering similar behavior and if there are known fixes, best practices, or upcoming improvements.Record Visibility Issues When attempting to link an email to an existing Case, Opportunity, or Project, the case often does not appear in the selection list after choosing a Contact or Business Account. Opportunities do not consistently appear when searching or filtering, making it difficult to associate emails with the correct record. Often you must search the Opportunity Name or # to find it. In some scenarios, opportunities only appear after clearing filters or using very specific search behavior, which feels inconsistent. When linking an email to a Contact only, the activity appears solely under the Contact’s Activities. In prior

Does anyone have a solution on how we can copy user-defined fields values across these screens when we create a shipment from a sales order and an invoice from the shipment?

Could someone please help in providing a solution of moving the UDF from PO into AP Invoice?I am new to developing in acumatica. I have created the user defined fields in POLine and APTran.While reviewing the source of APInvoiceEntry, I looked at overriding the method CopyCustomizationFieldsToAPTran.Code I added is below.public void CopyCustomizationFieldsToAPTran(APTran apTranToFill, IAPTranSource poSourceLine, Boolean areCurrenciesSame, CopyCustomizationFieldsToAPTranDelegate baseMethod)    {        baseMethod(apTranToFill,poSourceLine,areCurrenciesSame);      var portID = poSourceLine.GetExtension<POLineExt>()?.UsrPortID;      var tranline = apTranToFill?.GetExtension<APTranExt>()?.UsrPortID;                     if (tranline != null && portID != null ) tranline.UsrPortID = portID;    }I am getting validation errors when I try to publish.

I have some user-defined fields in the SOOrder form, when I convert that SO to the Shipment I want that fields to move to the Shipment form. How can I achieve this via customization.

I investigated, and this message is written in IN/Descriptor. It’s called AccumulatorAttribute only in this attribute. I don’t understand where this attribute is applied that uses this exception code. I suppose it is in ARTranUpdate DAC and also in several other DACs. If that’s the case, can I override this attribute? Is there a way in Acumatica to change a DAC attribute?[PXHidden][Accumulator(BqlTable = typeof(AR.ARTran))]public class ARTranUpdate : PXBqlTable, IBqlTable{}I tried using an Interceptor, but it doesn’t override the existing DAC; it only adds a new DAC.Base.Caches[typeof(ARTranUpdate)].Interceptor = new BZAccumulatorAttribute();

Hello everyone, Is there any way to use an assign Map to vendor bills object ?I am trying to set restricted user visibility base on who is the bill’s owner.The system set the creator as owner but I need to use more specific rules to assign owner to the bill (for exemple : the manager of the project in the transaction ‘s bill, the PO owner, etc.). There is an approval map but it doesn’t populate le owner field. Thank for your help !C.

When adding a new custom feature switch i get an error when changing another feature due to the null value in the new feature switch field. How can i prevent this?[PXDefault(false, PersistingCheck = PXPersistingCheck.Nothing)] doesn’t help here!  

Key Changes Acuminator Console Runner Code Map Enhancements Changes in Code Analysis New PX1099 Diagnostic For Banned API Detection New Diagnostics For DACs and DAC Extensions New Diagnostics For Graphs and Graph Extensions