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Getting this error trying to ENTER AP BILL from the Subcontract.There is no inventory item on the line - so no receipt needed.Line item - closed uncheckedUnbilled quantity and amount = total amount on Subcontract.Close PO Line = By Amount As a work around, we are able to create a new bill and then add the subcontract from the bill. Any ideas on the cause of this error?  Thank you!

Hi! The goal is to default the revision ID field on kit assembly screen to “B,” anytime a user creates a new kit assembly. I was able to default it through customization project, however, each time after I enter the kit inventory ID, the revision ID field clears, and you have to manually select B again. I tried making that field “not required” hoping this would solve the issue but no luck there. Any idea if this is possible to do?Thank you in advance!Revision B is defaulted upon creation:The field clears after you enter the inventory ID:In customization project, I set the default value of KitRevisionID to B. I tried making it not required as well, but upon creation it is still required, after you save the document, the asterix goes away.  

Is there a way to automatically calculate the weight based on package contents (item weight x qty) when processing the packing of packages manually via the Shipment form? I noticed that if I use the Pick, Pack, Ship form or a scan gun (WMS), that the weights are calculated for each package. This same calculation is not working directly in the Shipment form.

How can I get the QR code with a customer payment link onto the printed form of the statement?

This is a duplicate of another topic, but the solution on that topic is not working for me.I have a custom action to open a popup to change the Location ID on the Customer screen, location tab.I have a working popup on the main toolbar.  I want to have this action on the Locations Grid menu.  I cannot get it to show.In the classic screen, the action shows up nicely.This code works for showing the action on the main toolbar:import { PXFieldState, PXView, viewInfo, createSingle, gridConfig, PXActionState,} from "client-controls";import { AR303000 } from "src/screens/AR/AR303000/AR303000";export interface AR303000_AgroShip_converted extends AR303000 { }//action that is showing on the main toolbar.export class AR303000_AgroShip_converted { @viewInfo({ containerName: "Change Location ID" }) ICSChangeLocationIDValueView = createSingle(ICSChangeLocationIDValue);}export interface AR303000_Location_AgroShip_converted extends Location { }@gridConfig({ topBarItems: {

Hi everyone,I’m facing a discrepancy between the Acumatica Browser UI and the Mobile App regarding a DateTime field.The Setup: I have a field defined in my DAC as follows:#region StartDatepublic abstract class startDate : PX.Data.BQL.BqlDateTime.Field<startDate> { }[PXDBDateAndTime(DisplayNameDate = "Date", DisplayNameTime = "Time", UseTimeZone = false)][PXUIField(DisplayName = "Start Date", Enabled = false)]public virtual DateTime? StartDate { get; set; }#endregionIn the Browser: The field displays the exact value stored in the database, which is the desired behavior because UseTimeZone = false.In the Mobile App: The field appears to be converted to Universal Time (UTC) or adjusted based on the device's time zone, even though it should display the "raw" database value.How can I force the Mobile App to display the "Wall Clock Time" (the exact value from the DB) without any time zone transformations, keeping it consistent with the browser's behavior? Is there a specific MSDL (Mobi

Trying out the new generic inquiry as data source capabilities in 2024.Doing a Customer Sales report combining MTD and YTD.Created MTD Generic Inquiry - all good. Month ParameterCreated YTD Generic Inquiry - all good. Month ParameterCreated a new inquiry with the MTD and YTD as data sources however I cannot get it to work when using a Month parameter on the Parent Inquiry.Have tried using it as per release notes (“When parameters in the parent and source inquiry share the same names, the system creates a link between these parameters”) - does not work.Have tried Conditions and even adding it to the relation joins.Has anyone worked out the trick to get this working?

Our company utilizes our Quality Assurance team for Supplier Management. Does Acumatica have any Supplier Management functionality with regards to monitoring specific stock items that are on back order with vendors? Also, is there a way to restrict items to only being purchased from specific vendors, or vice versa (vendors can only sell a specific category(ies) of items)?

Hi - I have a situation that I can’t find any documentation on and hoping someone here might know.We have employees who are doing weekly timecards, and they would like to be able to preload from the previous timecards. This works really well, but during testing we noticed that if a user entered a Stat Holiday (HL) in a particular week either manually or by using Preload Holidays, that earning type was not carried over to the next week when we used the Preload function. Intrinsically this makes sense to me because we don’t want to mistakenly enter stat holidays where there are none, so i assume there is some coding in the system that limits this.Today we found that the same logic is being applied to Vacation time (VL). If a user enters it one week, and then creates the next week’s time card and uses the Preload option, the VL line is not carried over. Is this happening for the same reason as the HL time, and is there some coding or logic somewhere that’s driving this? It’s not a problem

I am trying to add the AP - Bills and Adjustments  &  Checks and Payments screen to the mobile app but I can’t get it to show up in the mobile app.I added the workspace to the mobile workspaces screen and the visible button was checked.I added the screens and checked the visible button: Then I went to the generic inquiry screens and clicked the expose to mobile application button  What am I missing that they are not showing up on the mobile end?

I’m trying to create dynamic bill of material calculations based on run quantity. For example, my machine time is dependent on how many I need to produce. Each unit takes 25 seconds. I would like to create my BOM so that all you have to input is quantity, and all the other fields are populated based on that. Any advice on how to do this?

sorry if this was answered, I could not findHow do I import a “Phone Type” for the modern UII tried below and it did not work (nothing shows)related to this how can you see fields codes in modern UI?   

Hello Acumatica Community,Is there a way in Acumatica to default or prefill User-Defined Fields (UDFs) on the Invoices and Memos screen with values from Attributes defined on the Customer Contract?Specifically, when a Contract ID is selected on the invoice, can the system automatically pull the corresponding Attribute values from the Customer Contract and populate them into UDFs on the invoice?​​​​The Values below have been filled manually; I would like the system to prefill the attribute values from the customer contract screen? Kindly suggest if there is any way if it is possible. 

Hello,       We have two customers who share the same boss. Customer A has a payment with some remaining balance, while Customer B has some open invoices. The customer has informed us that they no longer want to issue checks and have asked us to use Customer A's remaining balance to offset Customer B's open invoices.     I cannot simply void Customer A's payment because it has already been partially applied to some of Customer A's own invoices.     What is the best way to accomplish this?

We have some vendors that were incorrectly marked as 1099.  I can update the bills to remove the data in the 1099 Box column, however I can’t do this on a cash purchase.  How can we clear the box on the cash purchase so a 1099 doesn’t generate? 

Hello Experts, i was looking to create a GI to show material planned cost and actuaL cost for production order, i was in doubt that the data which i am looking because values may be calculated value, it may not be stored value. can anyone suggest me your opinion for this.

I have a report designed based on the historical inventory valuation and I would want to introduce a date range parameter instead of using the Period as is with the standard Acumatica forms. I have the report date field selected via the filter but when I run the report on data is extracted.Has anyone worked with an inventory valuation report where one can draw the date parameter range instead of using a period?

I have received this error with currency translation worksheets :  Line #1 has an unexpected CurrencyInfoID or the wrong CuryID of the linked CurrencyInfo entry and cannot be saved. Please report this situation to your Acumatica support provider.

Hello,How to disable or hide the “Tools” menu (top right) for non-admin users in reporting / data views ?We have already tried the following without success: Removing access via roles, including Customizer and other non-admin roles Restricting access to related system screens (Customization, Snapshots, System tools, etc.) Verifying screen rights and form-level permissions in Access Rights by Role (SM201010) Despite these restrictions, the “Tools” menu is still visible for users who should not have access to it (even if they cannot open all underlying screens).Our questions: Is there a standard way to completely hide or disable the “Tools” menu based on roles? Is the visibility of this menu hardcoded or controlled by a specific permission or feature flag? Is a customization required to hide it, or is there a recommended best practice? Any guidance or clarification would be greatly appreciated.Thank you in advance.

I’m trying to publish this GI to the Customer Portal. It works on the main site, however, on the portal site it throws a error next to the entry screen under entry point: “A primary screen node for this inquiry form does not exist; it may have been moved or removed. Primary screen settings will be reset to default values.” Trying to View Inquiry results in a Error: “A site map node with the screen ID SO301000 does not exist. Maybe it was moved or removed.” Is there a way to get this GI to work?

How to remove bottom border for my custom field?  

Some context - We are a high volume production transaction location and we scrap/reject off work orders to either scrap or rework locations. We quarantine scrap to be able to rework it if necessary. At end of month we purge our scrap locations (issue out of system) to record the expense on our P&L. However we seem to have ran into an issue since we went live in 2022 when we do a negative move that is scrap (we call these negative scrap transactions). We do this to try and reverse the move transaction when there is an error/mistake when it was created/posted. Acumatica doesn’t seem to like this very much as it doesn’t correctly reverse the posted transactions, reverse the inventory, or update the Work Order Totals. Every time this happens (a lot) we have manually reverse the inventory back into WIP, post an opposite transaction WIP adjustment to correct Work Order Totals, check to see if the Applied Overheard reversed correctly (Cost transaction), and finally many any Adjusting Jour

I couldn’t create this as an idea and always ask me to select a product which I did,So I’ll post this as conversation. One of our client suggested and posting this on their behalf. The functions within Acumatica no longer align with CRA requirements.  Please see the link below from CRA.  The CRA requirements should be reviewed an an annual basis by Acumatica to ensure compliance with current processes. 2025 CRA Changeshttps://www.canada.ca/en/revenue-agency/services/e-services/filing-information-returns-electronically-t4-t5-other-types-returns-overview/t619-next-year.html 2026 CRA Changeshttps://www.canada.ca/en/revenue-agency/services/e-services/filing-information-returns-electronically-t4-t5-other-types-returns-overview/t619-2026.html In the screenshot, as per CRA, the Transmitter Number is no longer required.  This should be removed.  Also the Program Number should have "RZ", which indicates Information Return, versus the "RT" which indicates Tax Return.  

Does anyone know what the limitations are when creating a pivot table from a generic inquiry in 2025R2? I’ve reviewed the help file on https://help.acumatica.com/ but it does not mention limitations.  It appears that I can make a pivot view from one of the Generic Inquiries that ships with Acumatica (eg BI-ARInvoices).But once I create my OWN Generic Inquiry, I can’t seem to get to the configuration screen after attempting to do the below steps. I wondered if the pivot wouldn’t work with a generic inquiry that had aggregate functions, so I removed the grouping and the COUNT and SUM functions from my query to get a more flat result set.Even doing that, after clicking Create (step 4 in the image) , the screen does not respond. The configuration screen never appears.The source Inquiry, for reference, is exclusively pulling from the ARInvoice DAC.No Aggregate No Grouping Thank you for any ideas!

Hi Team.I am inquiring about Parent-Child Customer accounts. We have some customers that are part of our endorsing artist program. We track their orders through their own accounts, however for some of them, we actually send the product to their local distributor which is a different customer. The confusion we have is the customer that we send the product to is not connected to the document for invoicing purposes.We want to track the product sent to each individual artist through standard customer sales reporting, but also have it connected to the distributor that we “sell” it to. Can you confirm if the Parent-Child feature is correct for this? I would like to do testing in our test tenant, but I would like to confirm I am on the right track before I proceed.