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Hi all,I am looking to create a report where I want to see all lines related to each bill.Such as if a bill has 5 line rows, I want this data so is there a way to get this? Thank youAmar

Hi all,I am trying to override the ShipmentScheduleSelect data view declared in SOShipmentEntry. This data view has two optional parameters and five required parameters, so in my graph extension I define a data view delegate with 7 parameters of exactly the same types as the data view. As far as I understand, this is all that’s necessary. It shouldn’t be necessary to redefine the data view itself because I am not referring to the data view in the delegate.But I can’t get my delegate invoked. Please see below code snippets of the original data view and my delegate. What am I doing wrong?Thanks,Ben. public PXSelectJoin<SOShipmentPlan, InnerJoin<SOLineSplit, On<SOLineSplit.planID, Equal<SOShipmentPlan.planID>>, InnerJoin<SOLine, On<SOLine.orderType, Equal<SOLineSplit.orderType>, And<SOLine.orderNbr, Equal<SOLineSplit.orderNbr>, And<SOLine.lineNbr, Equal<SOLineSplit.lineNbr>>>>, InnerJoin<InventoryItem, On<Inven

Hello, I am new to acumatica, I am preparing for year end inventory, I cannot seem to prepare an inventory that shows all Active inventory Items. I have found that if I do a full physical inventory it actually is not. it leaves out items with 0 on hand.  Please anyone.

I am having trouble updating and adding allocations on a shipment detail.  For simple cases, everything is working fine.  I am building an integration to a warehouse system, so I am trying to update the shipment with details from the warehouse system about shipped quantities and packages.I have a detail line that is a kit, so it already has the 3 components connected to it for allocations.  If everything shipped in 1 package, then I can update those 3 allocations with the quantity shipped for each, no problem.  However, when a line like that is shipped in multiple packages, I need to expand the allocation entries to have 1 for each combination of SKU and package, with the quantity shipped in that specific package.When I attempt this, the response I get back has more allocation entries in it than what I sent in.  If originally there was 3 allocation entries, and I try to update those 3 and add 5 more (total of 8), I get back a response with 11 allocation entries and an error that “the q

Hi Team,I want to override the PMTaskTotal.CuryExpense field, which is available on the Project screen. I have tried several events such as RowSelected, RowSelecting, RowPersisting, RowPersisted, and RowInserted, but I am still not getting the expected result. The field value is not changing. Currently, I have added a hardcoded value just to test the event, but it still doesn’t update.Can someone please assist me with how I can customize or override this field properly? using PX.Data;namespace PX.Objects.PM{    public class ProjectEntry_Ext : PXGraphExtension<PX.Objects.PM.ProjectEntry>    {        #region Event Handlers        // This will modify the value when it's selected/displayed        protected void PMTaskTotal_CuryExpense_FieldSelecting(PXCache cache, PXFieldSelectingEventArgs e)        {            if (e.Row is PMTaskTotal row && e.ReturnValue != null)            {                decimal currentValue = (decimal?)e.ReturnValue ?? 0m;                e.ReturnValue 

The dashboard parameter for “default” value of @me, no longer works after an upgrade from 2022R2 to 2023R2   Instead I added the filter to each Widget/Generic Inquiry on Dashboard, but client prefers the parameter because it allows user to toggle back and forth on the owner list of name.Any ideas would be appreciated

Hi,I am working with two customization projects in Acumatica 2025 R2, both extending the AR101000 (AR Setup) screen in the Modern UI. Project SRK100 adds a custom field UsrSRKTestCard inside a new fieldset (SRK100_BaseFields). Project SRK200 attempts to insert another custom field UsrSRKTestField using the after selector to place it immediately after the SRK100 field. The issue is: Problem: Although the customization compiles with no errors and both packages published successfully.  The field from Project SRK200 (UsrSRKTestField) display in the UI in ‘groupDataProcessingSettings’ field set.  But It should appear immediately after UsrSRKTestCard, but it is not. Both extensions inherit properly: below is the both projects codeProject-SRK100 :  Typescript:  import { AR101000, ARSetup } from "src/screens/AR/AR101000/AR101000"; import { PXFieldState, PXFieldOptions } from "client-controls"; export interface ARSetup_SRK100Base extends ARSetup { } export class ARSetup_SRK100Base {         U

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

Can we add a fee per package of a shipment? I know we can add a fee for each line of a shipment using shipping terms.However, we want to add a fee per PACKAGE of the shipment.  It is a small fee to cover the costs of the box being used to ship. Is this possible without a customization? Thanks!

Our company is trying to implement WMS in 2025-R2 and have come across a road block.We need the ability to pick the Qty Ordered in WMS when there is not Qty Available.I am able to do that on paper documents when the Create Zero Shipments is set to yes.  There are a million different real-life scenarios where the quantity on the floor is greater than the quantity available in Acumatica.Receiving person is out sick, inventory errors, KIT assembly not posted, customer returns not processed, etc. On paper - I can print the Shipping document.  It shows the Qty Available/shipped is less than Qty Ordered.  That is fine.  My warehouse teams can still fill the customer order and get it out the door.I am stopped from Confirming the Shipment until I address the inventory issue - and that is just perfect.  The customer order is completed and I will have a happy customer - always goal #1. In WMSI cannot PICK material greater than the Qty Available.  It stops you from completing the picking of the o

I am creating a Processing Screen in Acumatica and I need to calculate a value for one of the grid columns.The calculation should work like this:I need to fetch data from other tables.Apply grouping/aggregation (for example, MAX(date) per some key).Display the result in a column in the Processing Screen grid.I am looking for the best practice approach to implement this in Acumatica.Specifically, I am not sure whether I should:Use a Projection DAC with Select + GroupBy to pre-calculate the value.Use PXFormula or some other BQL trick.What is the recommended way to compute aggregated values from other tables for a Processing Screen column in Acumatica?

i want to display Tag Number, so we can use it for our physical count. 

SO, in this designer report the item line is not picking from the correct path that is SoShipLine.TranDesc. The Soshipline was not in it so i join it to the table of SoShipment. I try adding it but the result was duplicating itself on every linethis was the formual that was puling the item.=IIf([SOPickerListEntry.LotSerialNbr]<>Null, Format('{0} {1} {2}', [SOPickerListEntry.InventoryID], [SOPickerListEntry.LotSerialNbr],[SOPickerListEntry.InventoryID_description]), Format('{0} {1}', [SOPickerListEntry.InventoryID], [SOPickerListEntry.InventoryID_description])) This is after I join SoShipLine to get TranDesc this is the formula i used=IIf(    [SOPickerListEntry.LotSerialNbr]<>Null,    Format(        '{0} {1} {2} {3}',        [SOPickerListEntry.InventoryID],        [SOPickerListEntry.LotSerialNbr],        [SOPickerListEntry.InventoryID_description],        [SOShipLine.TranDesc]    ),    Format(        '{0} {1} {2}',        [SOPickerListEntry.InventoryID],        [SOPickerList

Hello, Has anyone ever noticed any issues with the scan and count process when multiple users are using scanners at the same time (Full Inventory PI)? Example: 30 users have scanners and are using the scan and count process at the same time.I am concerned that many users may disrupt the process. This is our first full PI in Acumatica and any advise would be appreciated.  

Canadian payroll year-end is around the corner—make sure your team is ready.Our latest Canada Payroll Year-End Webinar is now available to watch on demand, covering the essential updates, troubleshooting steps, and provincial changes you need to close 2025 smoothly and confidently.In this session, our payroll experts walk through:Key federal and provincial changes for 2025–2026 CPP/QPP, EI, and employment standards updates T4 and RL-1 preparation essentials Common year-end pitfalls—and how to avoid them Reports and tools to help you balance faster and with fewer errors Tips straight from Support on preventing escalationsWhether you’re finalizing December payrolls, preparing slips, or validating data, this session gives you the clarity and checklists you need for a clean year-end.Watch the webinar👉 here:If you have questions after viewing, our team is here to help.Let’s make this your smoothest year-end yet.

public PXAction<FSEquipment> UpdateHours;        [PXUIField(DisplayName = Messages.UpdateHours, MapEnableRights = PXCacheRights.Select, MapViewRights = PXCacheRights.Select)]        [PXButton(DisplayOnMainToolbar = false)]        public IEnumerable updateHours(PXAdapter adapter)        {            if (MaintenanceLogInfo.AskExt(UpdateHoursSetVisible, true) == WebDialogResult.OK)            {                DateTime date = MaintenanceLogInfo.Current.Date.GetValueOrDefault();                decimal hours = MaintenanceLogInfo.Current.Hours.GetValueOrDefault();                if (date == null)                {                    // Acuminator disable once PX1051 NonLocalizableString [Justification]                    MaintenanceLogInfo.Cache.RaiseExceptionHandling<FSMaintenanceLogInfo.date>(                        MaintenanceLogInfo.Current,                        date,                        new PXSetPropertyException(Messages.DateCannotBeEmpty)                    );         

Why do I have full access to the Customization Project screen but still cannot use the Add and Delete buttons, even though I am able to edit existing elements?

Good day CommunityI have created an ARM report which has PTD and YTD values on the same report but for some reason it is only displaying YTD in all columns and I can’t see the problem.PTD has Turnover as the Amount Type in the Data Source and YTD has Ending Balance, yet the amounts displayed are the same. Obviously the Subaccount is the same.Can someone please advise what I have missedMany thanks in advnce.

I’m trying to create a Generic Inquiry table that has all the inventory balance by location and serial number. There’s been several different tables presented on this site that can get qty by location (attached below) however, whenever I add Serial Number to them, the serial number gets attached to everything of the same part, producing duplicate results (and grouping isn’t smart enough to match deal with that). Is there a way to get the serial number to link only to the qty it belongs to?

Hello,       Our company has some vendors that we do NOT want the sales team to know about. So we’ve set up restriction groups: only buyers can view these vendors, while certain sales personnel cannot.     However, when sales staff enter sales order with items purchased from these vendors into the system, an error pops up indicating they do not have access rights to the preferred vendors for those items.I currently have a workaround: I don’t set default preferred vendors for these items. But is there a better way to achieve both of the following?The vendors remain restricted (only accessible to buyers); Sales staff can enter sales order with the items correctly without errors.

We have stock items that do not need to be checked into the system in some instances, and others they do need to be checked in. If we raise a purchase order with these stock items, is there a way to not check them in and close off the purchase order?  For additional context, when we were setting up our system, our consultant helped us set up the following manufacturing flow. We have an item that undergoes manufacturing steps at 3 different suppliers. To track the manufacturing flow, we created a BOM with the main part being machined as a stock item and then the subsequent steps are non-stock item services provided to the stock item. I have included a little table below to describe the process. Should I start receiving these goods/not backflushing them?

Hi all,We recently upgraded from Acumatica 2024 R1 to 2025 R1 and noticed that whenever a new case is created, an additional activity entry is automatically generated:Type: System MessageSubject: Case created in ERPWe haven’t been able to identify any functional value for this entry—it simply logs that the case was created. However, it is creating extra activity records that are triggering unintended side effects, particularly with Business Events that rely on the CRPMSMEmail DAC (e.g., when monitoring case-related messages).We’ve looked through different settings screens but haven’t found a way to disable this “Case created in ERP” message.Has anyone found a way to disable or suppress this automatic activity entry in 2025 R1?Or alternatively, is there documentation explaining its purpose or how it ties into the case workflow?Thanks,Dave

hello all, i have been trying to clock in on the Project tasks (PM302000) screen, but it still says : the user that i have logged has a linked employee record, have also setup the Default time log type under preferences, the project & the Project tasks both are activated, but still throws this message. is there something I’m missing in here?

Hello AllI am trying to create an approval map for expense claims that will require multi user approval.The flows are as below:Aprrovals for $20,000 limit - I have a workgroup assgined to this as it only requires one approver. Approvals for $20,000 - $50,000 limit - there is also a workgroup assigned to this as well as only one approver is required. Approvals greater than $50,000 - this is where the multi user approval is required. There are five (5) users who can approve these claims, however, they require a combination of any pair to approve i.e.: (user 1 and user 2), (user 1 and user 3), (user 1 and user 4), (user 1 and user 5), (user 2 and user 3), (user 2 and user 4), (user 2 and user 5), (user 3 and user 4), (user 3 and user 5), (user 4 and 5) at any time.I’m trying to figure out how I can get this to work. On my approval map, I set up the pairs as various options but that didn’t work as only the first pair was able to have the multi user approval and the rest just approved with

Good morning everyone. I am trying to create a new bom with a business event using a GI and an import scenario on a schedule. I am getting the error “The last error was Cannot generate the next number for the BOM sequence.”. To diagnose it easier, I exported the GI to excel and made a data provider, new import scenario, and used import by scenario to upload. i used the community post below to find a solution that worked. This post used option 1 in the below screenshot. It worked fine and created a new bom with the next autonumber with everything correct on it. I then made the change to the business event subscriber import scenario and I got the “cannot generate next number” error. I then tried option 2 below and the business event history shows that it ran successfully with no errors but it didnt actually create the bom. I saw another post where someone could only get the header to get created and had to add materials later so I tried making the GI as simple as possible and use only th