Discussion Forums

Hi everyone,I’d like to share some hands-on experience configuring AI Studio in Acumatica, specifically for generating  transaction summary directly inside the ERP.Recently, we tested AI Studio in a real implementation and found that it can be very effective when set up properly – especially for reducing manual content work while keeping everything inside Acumatica.Here is the approach we followed:1. Enable AI StudioAI Studio must first be enabled in Enable/Disable Features (CS100000). Once enabled, the AI Studio screens become available.2. Create an LLM ConnectionWe configured an OpenAI connection in LLM Connections (ML201000).From a cost and performance perspective, we found gpt-4o-mini to be a good balance for ERP use cases like descriptions and summaries.3. Design LLM Prompts carefullyPrompts were created in LLM Prompts (ML202000) and bound directly to the  transaction screen.One practical tip that helped a lot:we copied the full DAC Schema of InventoryItem and used ChatGPT/Gemini

I completed

We plan to use Acumatica to track items' expiration dates. Here's our workflow:First, print a physical copy of the purchase receipt. The warehouse receiver then uses this paper to accept goods, fills in the received quantity on the receipt, and records the expiration date for items requiring expiration tracking. After receiving the completed physical receipt, the office clerk enters the details into the system.        However, we encountered an issue: once the "Track Expiration Date" feature is enabled, we can't create a purchase receipt in Acumatica unless we first enter an expiration date. But without creating the purchase receipt, we can't print the physical copy—this is a total catch-22.A paradox where one step depends on the other.Any suggestions on how to resolve this?

Is there a way in Acumatica, we are on version 2024 R2 for a few more months, to setup a discount so that it doesn’t discount a promotional sale price?We would prefer that the customer gets the better price of:Base price Customer specific price Sale Price Discounted base priceHowever, when I setup a discount that would include an item with a sale price, Acumatica discounts the sale price driving down the margin unacceptably.Thanks!

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 Acumatica Community Webinar - Understanding Cost Projections and WIP in Acumatica: What Every Project Team Should Know - December 16, 2025Cost projections and WIP reporting are two of the most powerful tools in Acumatica’s project accounting. In this session, we’ll walk through how to build accurate projections, how they flow into your WIP report, and where teams typically get stuck. You’ll also see how the new WIP Adjustments option helps clean up variances without manual journal entries.This webinar is ideal for project accountants, controllers, and project managers who want clearer, more consistent project financials, and a deeper understanding of Acumatica’s forecas

I'm using Acumatica from my Local host for the mobile application, and I'm getting an error when I'm trying to save expense receipt and also when I'm trying to add Activity under Contacts, the error is - Server Protocol Error - ERROR 404 - requested URL or resource not found. 

     Our company plans to set some items to capture expiration dates upon receipt. However, these items are frequently used, and it’s impossible to wait until the inventory is exhausted before replenishing. In other words, there is always an on-hand quantity in stock. I noticed that when I try to modify the lot serial class, items that are in use (which should mean having an on-hand quantity) do not allow me to switch from the default class to the expiration date track class.How can this problem be solved? What is the best approach. Please advise.

Hi all - We are in the heavy civil construction industry; when paying for subcontractors, we can only pay what paid (meaning, if the open commitment quantity is for 10 units, and we are only paid 7 units from the project owner, we can only pay the subcontractor 7 units). We receive invoices from the subcontractors for work complete, but there’s no way to track that quantity in any report. We currently use Progress Worksheets in the Construction module to log the invoices, but these “completed quantities” don’t go anywhere/aren’t reportable/can’t tie to project commitments. How are others tracking the submitted/invoiced quantities for subcontracts, but not actually entering the invoices into payables?  

Hi everyone,We’re running into a strange issue and I’m hoping someone here has faced something similar.In our environment, we have a Test site and a Production site. The expectation, of course, is that publishing a customization package (CPE) to Test should not impact anything in Production. However, we are noticing situations where: A field added and published only in Test suddenly appears in Prod Customization packages in Prod seem to get unpublished and republished automatically With 3–4 developers working simultaneously on different customization projects, it’s becoming difficult to trace the root cause We are trying to understand: Is there any scenario where publishing to Test can affect Production indirectly? Has anyone experienced customizations appearing in Prod even when the package was never published there? What best practices do teams follow when multiple programmers are working on the same instance? Any suggestions for preventing CPEs from being overwritten or un

Hello,I noticed recently that if the inventory is negative, the connector ‘adjusted’ the inventory in Shopify to 0.   Since both systems normally handle negatives, does anyone know why this would occur?  it's 25R1

Does anyone have a solution for how to setup PTO Banks for Sick and Safe time where it is time earned per 30 hours worked?

I create a new report. And i need set visible group header by some condition When i set =$LaborReport_RowsCount>0  in visibleExpr this headers was not visible. But i have rows in Labor Report.

When add table in schema builder have this error. I reopen report designer and I have this problem again.  

Hi,When attempting to redirect to my custom screen using PXRedirectRequiredException, Acumatica throws the error ‘You have insufficient rights to access the object.’I have verified that the user has Grant All permissions on both the screen and the graph, and the user can open the screen directly in the UI without any issues. What else could cause this error during programmatic redirection?

I have field Description or other and i need wrap text with label for this field. How I can do this? For example i have this structure And in report my field description stuck other field, but label description not. 

Does anyone know what might be causing this issue? I hadn’t published this project before on this instance. I downloaded it via Git, changed the site paths, built it, created a customization project, and uploaded the data from the folder.On another PC, this project publishes without any issues.Text:[2025-12-12 08:23:41.342] Failed to load types from the PX.BarcodeProcessing assembly with the message: Method 'GetBqlTableSystemData' in type 'PX.BarcodeProcessing.ScanHeader' does not have an implementation.[2025-12-12 08:23:41.369] Failed to load types from the PX.Objects.AM assembly with the message: Method 'GetBqlTableSystemData' in type 'PX.BarcodeProcessing.ScanHeader' does not have an implementation.[2025-12-12 08:23:41.370] Failed to load types from the PX.Objects assembly with the message: Method 'GetBqlTableSystemData' in type 'PX.BarcodeProcessing.ScanHeader' does not have an implementation.[2025-12-12 08:24:46.513] Validation failed. 

I set vendor access by user. I want to filter the data by the vendor or employee when running the report in Report Designer. I remember that in customer access, I only needed to link another table to the Customer table, and the data was filtered automatically. But for vendor access, I don’t know how to make it work. Please guide me

Does anyone have any xml files for basic Cash Account Generic Inquiries?  I would really like to build something simple that just shows me a total for a cash account based on todays current Balance and adjust for any AR or AP that is due within the parameter date range I give it.  I want to be able to say, how much will I have on 11/20/2025 based on the balance of today, any due AR and AP, and any future AR and AP that has not been paid yet.  Almost all of the banking and finance inquiries are Customizations that do not let me pull that information in as a data source. And I am not experienced enough to mess with the customizations themselves.   Has anyone made something like this? Or does anyone know how to make one?  Needed info: Cash accountBeginning balance @TodayDate filter/parameterSum AR completed and due within Date filterSum AP completed and due within Date filterEnding Balance running total for each day

I’m trying to create a attribute that records every time a specific Sales Order gets rejected. I thought to use a Field Update in the action field on a Customization project to create a running counter, however, I only get the error: “Specific Cast is not valid.” Is there a simple way to do this, or no?

Inserting 'AR Invoice/Memo' record raised at least one error. Please review the errors. Error: 'Exchange Rate' cannot be empty.

I have a simple html file hosted in the same url as acumatica:http://{host}/{site}/Frames/Tools/pod/pod.htmlThis an html file in acumaticas website. I want to put this in a site map and the acumatica  menu.I have an entry in my site map as follows: But it’s not showing up in the menu and even when I manually put the site id it redirects me to screenid=00000000 i.e the home screen. Is there a way for a site map entry to point to a url?

I was having an issue with getting my new saved report getting into the site map.  At the time of writing this report I was able to get it to work by “Open report from server - load report lists” and saving it as a new report.I was not able to get it to show up from editing the saved report and saving it to the server.Problem solved, has anyone else had this issue?

I created GI that pulls all appointments that are past today’s date but have the status of not started. Now I am trying to set the appointments that are over 60 days to one color and the ones over 30 days to another color. I am having issues with the date in the formula to set the row colors.  In the conditions it lets me use the @today-30 or -60 function but it doesn’t like the @ today in the results grid to setup the color.  I tried the today() function but then it gives me a syntax error.   =IIf([FSAppointment.ScheduledDateTimeBegin]<((today())-60),'red', (IIf([FSAppointment.ScheduledDateTimeBegin]<((today())-30),'orange', 'default'))) Any ideas on how I can accomplish this? I know the issue is integer versus date but I am not sure how to fix this.

I’m working on creating a Sales Order and running into an issue with negative inventory on Shipments.“Sell Negative” is already set to true in the Item Class, so the Sales Order is created successfully. However, when I go to the Shipment screen, the system only generating auto the quantity that is currently available for shipping. I need to overship/ship a negative quantity, but the Shipped Qty field is restricted to the available amount. When i am adding manually the qty worked fine. I want to make it like when i click on create shipment button the system should populate the correct data not only shipmnet avialble.I’m stuck at this step.Can someone please guide me through the correct process for handling negative inventory on Shipments and how to resolve this issue? 

Hi Community, Acumatica seems to have recently inserted new Roles that do not follow their normal naming convention nor have any sort of information for their descriptions. Does anyone know when/ why these roles were added? And what their access is to the system?Thanks,RJ