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Hello everyone,Starting from version 23R1, in a multi-company tenant, are data (GL transactions and commercial documents) automatically filtered based on the working company? Or is it still necessary to customize the queries by adding the Branch Access Info and Branch tables?Please note that my question is specifically about data visibility based on the current working company — not about access roles, company groups, or data restriction settings.Thank you in advance for your feedback.Best regards,

Hi allPerhaps a case of running before I’m walking here and quite probably missed some step in the docs/examples. So what I’ve done is develop a customization which I intend to build an extension library from. In this customization I created a report (This report is kind of like a Purchase Order).  Now what I want to do is to via a rest service call where I pass in a record id, download this report as a pdf.In the customization I think I’ve got the method sorted to generate the pdf document, but I can’t figure out how to wire up a service endpoint to trigger this method and return the pdf.  Are there any examples around I should be looking at?  Or advise on how to do this? 

Hello,We are struggling a bit with oAuth redirect from a customer's x360 and our Azure firewall. We want to connect the API of the customer x360 systemWe can only allow access in azure for IPs only, no hostnames.Which IPs do we need to set up access for in order for the oAuth redirect to reach our system?Is it a global IP range or do we need to find out the system IP of the customer system? Thanks a lot for your support?Steffi

Hello,We have an API that is inserting data into two fields when an Opportunity record is created. Right now the insert happens after record creation while the user is viewing the record. If the user enters any changes and saves, they receive an error since the record was updated via the API. Has anyone faced a similar issue? Is there a way to avoid the error with an automatic screen or field refresh for those two fields? Or a way to pass those fields into the save that is triggered from the user?Thanks!

Hi All,One of my customers is encountering an error when trying to save data on the Sales Prices screen. The error message displayed is:"The Expiration Date cannot be empty."Could you please assist in resolving this issue?The Acumatica version is 23 R1.Thank you in advance.Regards,Lalith

Hi All, We are getting this error after recently upgrading our site to 2023R1.This is happening when an Incoming email is processed by a Schedule job also when we manually try to process the email getting the same error. This was working fine in the previous version.  

In 2024R1, the help indicates that a credit card payment method can be used to with the Cash Sales sale order type.  But when I add a credit card payment method to the order, I get a blocking error stating the credit card payment method is not supported by the Cash Sales order type.  Is the help incorrect?

Does anyone have experience creating an API to insert records from SQL Server into Acumatica? I’m currently working on building an integration that transfers data from a SQL Server database into Acumatica using the SOAP API, specifically for the Receivables module (Invoices and Memos screen). Any guidance or examples would be appreciated!Im stuck 😞 What i started using System;using System.Collections.Generic;using System.Data.SqlClient;using System.Linq;using System.Web.Services;using AcumaticaClientLib.AcumaticaDefault24;using AcumaticaInvoiceClientLib.Models;namespace AcumaticaInvoiceClientLib.Services{    public class InvoiceUploader    {        private readonly Screen _client;        private readonly string _connectionString;        public InvoiceUploader(Screen client, string sqlConnectionString)        {            _client = client;

Does the system support the billing of cases via project billing? On a case, I enter a billable work item and link it to a project and task.  I close (not release) the case.  The time shows on a timecard which I release.  For a billable case, in PMTran, I see the transaction marked to exclude from billing.  For a non-billable case, the transaction is not marked to exclude from billing.  In either case type, the time does not appear (not available) on the proforma invoice.

 I have one production order with two operations and 3 qty, serial track and Include scrap in completion checkbox is unchecked in production preference screen.Now I have created one production order with 3 qty, three serial lot SRF000131, SRF000132 and SRF000133 Generated on production order released.Now I have created first move operation for first operation, 1 qty scrapped (SRF000131) with scrap Action quarantine and qty is scrap checked, and other two qty I have moved.Now I have created second move operation for second operation, I have moved all 3 qty but error is coming "Error: Serial Number 'SRF000131' for item 'AAMACHINE1' is already received".I have already unchecked Include scrap in completion checkbox in production preference screen. same case for lot track is allowed to move operations.why different behaviors for lot track and serial track...please suggest ..Thanks

This question was asked 4 years ago.  I have the same issue.  However, I think the solution provided in this topic is frankly unacceptable.  Unless of course, I’m missing something obvious.Issue with displaying Inventory ID in mobile app | CommunityIn my GI, I am displaying the Inventory CD.  Looks great when viewing on the site.Per the link above, when the GI is displayed on the mobile app, the Description field is shown, not the inventory CD “by design”.  Well, that doesn’t seem like a good design.If I follow the old link, I have to uncheck the Expose to Mobile App and basically, rewrite the entire GI as a new mobile screen.  By exposing the GI to the mobile app, it is doing everything we want except for actually displaying an inventory id (cd).  There HAS to be some way to modify t

Hi everyone, I have a created a service order billing cycle:Run Billing for: Service Orders Group Billing Documents by: Service OrdersIn an appointment I have a service item with an estimate of 4 hours but the actual qty is 6 hours. After closing the appointment the item is transferred to service order for billing.However instead of the actual amount of 6 hours the only 4 hours are billed when running billing. If I change the billing cycle to: Run Billing for: Appointments Group Billing Documents by: Service Ordersnow billing is moved to the appointment which will create multiple invoices which isn’t what we want. Changing the billing cycle: Run Billing for: Service Orders Group Billing Documents by: Appointmentis not permitted by the system. Is there a way to to make service orders bill the actual amounts and qtys from the appointments? Or am I mi

Hi,I am looking for any end point that can help me create landing cost entry in ERP. I could not find anything in the documentation. I have anyways created a custom end point with all the necessary data points but not able to get the right result. Can someone help me if they have come cross a scenario where in they have to create a landing cost via API.Regards,Nawaz, Mohammed 

Meet Tara Hodgkins our Acumatica Community Featured Member for July 2025. It’s great to have you as part of the Acumatica Community ​@Tara Hodgkins!Hi Community Friends!  I am Tara Hodgkins, the CRM Technical Product Manager here at Acumatica.  I have been managing and designing CRMs for the last decade or so.  I enjoy building user-friendly experiences that not only drive business results but also bring me satisfaction when users can intuitively engage with new features.  If you're using Acumatica CRM (or thinking about it!), you may have noticed a bunch of recent activity from me in the community as I am working (with CRM PM Michael Bradner) to optimize the CRM idea and discussion forums.  Our goal is to continuously improve the CRM offering while building strong, collaborative relationships with you - our users!  I honestly love hearing from users, so don't be shy!I am currently in the Southeast but call

Hello! I’ve made a GI (attached) that I think is really neat, and is helping my team find anomalies in raw material usage.Context:We’re a process manufacturing company that produces some regulated liquid products. Because of this, traceability on raw materials is key.Our company requires reporting on the yield percentage of raw material lots we use in production, and the percentage of what we produced was sold. We only use one Warehouse and Branch, but have multiple locations to manage Quality Control holds and Quarantine. We use the Lot and Serial Tracking feature. We had an issue where users couldn’t confirm how a lot was zero’d out when inventory was completed. Sometimes users consumed exactly the amount of stock items that we had received. But other times our inventory count was off because vendors over/under shipped an item and we wouldn’t know exactly how much of a liquid was in a container until it was empty. If a lot had zer

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 Tara Hodgkins - Acumatica Community Featured Member for July 2025Meet Tara Hodgkins our Acumatica Community Featured Member for July 2025. It’s great to have you as part of the Acumatica Community ​@Tara Hodgkins! 

I am looking into converting some custom pages to modern UI.  The underlying DAC of these pages frequently uses DescriptionField derived from PXEnityAttribute to modify how an attribute is displayed in a grid.  For example:        [CustomerActive(Visibility = PXUIVisibility.SelectorVisible,            DescriptionField = typeof(Customer.acctName),            Filterable = true,            IsKey = false)]The underlying attribute is an int for the customer ID, but rather than displaying that int it displays the string Customer.acctName to the end user.This works fine in classic UI, but when pages are converted to .html files and .ts for modern UI, the conversion process doesn’t seem to respect the presence of description fields.  The selection process works fine, but the final thing displayed is the non-descriptive int.How do I need to amend the html or ts to give it a hint regarding the presence of the DscriptionField on

Hi ,What’s this AM Error when processing the Move Release in Production form?Has anyone seen the error before?It’s weird that the GL comes out but the debit and credit line are missing.I think it’s the system try to create Production Cost transaction GL but failed.Is there any production cost setting or chart of account setting I missed?  

When installing my demo instance, redirecting to the website didn’t show the default password already set-up. No I am not sure how to log in. Help with this please.

The Customer Lookup functionality on the Modern UI Sales Order screen doesn’t seem to be working. I’m not sure if I haven’t enabled a feature that is required to make this work? I spun up a new instance of 25.101.0153 to check out the latest functionality and enabled Modern UI by default during installation. If I click on the pencil next to Customer I can make a new Customer, but how do I select an existing customer for the Sales Order?Can anyone help me out here? Thanks, Jonathan 

Hi All,In NetSuite, we have the ability to create and manage multiple custom forms for the same transaction type. For example, with Purchase Orders: Regular PO Form: The standard template used for most purchase orders. AfterMarkets PO Form: A customized form tailored for aftermarket transactions, possibly with additional fields or different layouts to suit specific business needs. Tipalti-Synced PO Form: A unique custom form designed for purchase orders that are synced from Tipalti, which may include special fields. This flexibility allows us to:Assign different forms to various business processes or integration scenarios. Control which fields, layouts are shown depending on the cont

Acumatica customization gurus, is it possible to reference the UserPreferences.DefaultSite field in an event?  Code snippet is below, but I’m receiving the error ‘UserPreferences’ does not include a definition for ‘DefaultSite’.   The field does exist in the SQL table in my local test environment.  Thanks in advance!             var line = e.Row;            var currentUserID = PXAccess.GetUserID();            UserPreferences prefs = PXSelect<UserPreferences,                Where<UserPreferences.userID, Equal<Required<UserPreferences.userID>>>>                .Select(Base, currentUserID);            if (prefs?.DefaultSite != null)

How to Identify Which  Serial number  of an Item in Kit Component linked to the Kit Item   .and is it possible to Show the details in Shipment  Documents For Eg ; I have a Sales Order with Item XYZ( Kit Item ) Ordered 3 Qty  and the Serial Number XYZ-1, XYZ-2 and XYZ-3   Each Kit Item Includes 3 Components  ABC, DEF and GHI with Serial number so total ABC 3 qty DEF 3 qty and GHI 3 qty  each has Separate Serial Number As well how i can find out which Serial number of Each Component is associated to the Serial number of Kit Item  

On the reconciliation statement CA302000 for a credit card statement, should the Statement Balance field be a negative as the credit card is a liability and the GL balance is a credit?  My client is starting a reconciliation, and I wanted to verify that the balance should be -100,000.00 for the reconciliation.Thank you!

We’re having the following issue:Everything appears to be set up on the Microsoft Entra side of things (permissions carry over) We are able to get a successful login notification on Acumatica (my profile → teams settings) BUT when we navigate to ‘Teams Channels’ we can’t synchronize. (see attached screenshot_Has anyone run into similar issues with Microsoft Teams integration? We’ve followed all the guides to the T and keep running into this issue.