Discussion Forums

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.

Hello, I generated a Purchase Order for a Production Order from the Critical Materials screen. I can clearly see the demand with the Production Order # listed on the Purchase Order. I wanted to know if there was a way to receive the Purchase Order and directly issue it to the Production order from the receipt screen. In our legacy ERP, we were able to buy directly to Production Order without having to receive it into inventory and then do a material transaction like in Acumatica. I’m looking for some way to lower the amount of steps that it takes to purchase and issue out items to a production order for our team. If you need more context let me know. 

Hi AllI’m looking for some advise on the best path to take to update a database an re-deploy an Acumatica instance.My scenario is as follows:The deployment is PCS, it was initially started with a database, let’s call it ‘DB’ and Acumatica 2019R1. There was then a change in company and it was decided to create a new database, let’s call it ‘DB2’ and we deployed Acumatica 21R2.‘DB’ and ‘DB2’ are hosted on the same server, let’s call it ‘SRV1’‘DB2’ and the Acumatica instance were then upgraded over the years and we are now at 25R1 and ‘DB’ was left as is with 2019R1 for archival data. The 2019R1 instance can still be accessed as the site files still exist. Currently, 2019R1 is not able to be supported on any modern browser so the database - ‘DB’ will need to be upgraded.I can spin up a server to accomodate the upgrade of ‘DB’ from 2019R1 to 25R1 as I have the various Acumatica installers required.Where I would need clarification is when I have to restore ‘DB’ to ‘SRV1’ and deploy a new in

I want to change the Invoice main document view and add a condition with a join so that I select only those invoices that belong to the branch set as the current logged-in user’s DefBranchID in UserPreferences.

Trying to add Approval Map to Credid Memos   

Hi everyone,I’m working in Acumatica 2024 R2 and trying to import new Contacts using an Import Scenario targeting Contacts (CR302000).I’m hoping to get clarification on two related items.Question 1 — Contact ID auto-generationIs it possible to import new Contacts and have Acumatica automatically generate the Contact ID?Specifically: Should the Contact ID field be: omitted entirely from the Import Scenario? included but left blank in the source file? mapped to <Key: ContactID> in some specific way? Right now, it’s unclear what the correct “insert-only” pattern is for Contacts when the system should assign the Contact ID.Question 2 — Import runs successfully, but no Contacts are createdI have an Import Scenario that: runs without errors reports completion does not create any Contact records No validation errors are shown — the records simply don’t appear in the system.Notable details: Target screen: Contacts (CR302000) Import intent: insert only Contact ID is

I found the CR401000 screen in the site map, but I’m assuming I need to add a param for NoteID which no screens seem to expose. Do I need a customization to expose the field and add the side panel?

 I have a form with two grids, one with detail/child lines relating to the header entity, the other is analysis/grandchild lines that are specific to the selected detail line.The Classic UI version behaves correctly. When selecting a detail line, the second grid is refreshed and shows the correct records.The Modern UI version does not refresh the grandchild grid. The classic UI uses <Behavior CommitChanges="True" RepaintControlsIDs="gridDocs"> to trigger the refresh of the grandchildren: (trimmed for brevity) <px:PXSplitContainer > <Template1> <px:PXGrid Caption="Subcontractors" KeepPosition="True" SyncPosition="True" ID="gridSubLines" .. > ... <AutoCallBack Target="" SuppressOnReload="False" ActiveBehavior="True" Command="Refresh" Enabled="True"> <Behavior CommitChanges="True" RepaintControlsIDs="gridDocs"></Behavior> </AutoCallBack> <C

Hi everyone, so i want to create user and role by Import Scenario, i successfully import the username for the user but when i try lo login with the username and password, i can not login and also the role that i already set up/mapping it not read it by system, there is a wrong mapping for my import scenario? I put my mapping bellow, please help me to look it out, i really appreciate your helps.Here is the user that successfully imported but not for the role 

Is Acumatica able to create a module where the security deposit works automatically? For example, when I click the security deposit, it should automatically create a credit adjustment, and only security deposit vendors should appear.The security deposit process should be automatic, so I wouldn’t need to go to Bills to add or manually select a credit adjustment it should apply as soon as a security deposit is entered.If this isn’t available out of the box, is there a possible workaround to achieve this without customization?

I would think it would be a standard feature but I had to have my check stub customized to display the project ID.  The issue I am having now is that the project I and reference number are not in sync. Does anyone have any experience with this?

Our invoice form contains a gif with our address that has a typo in it.  I would like to replace the image.  However, when I go into report designer, click on the image (which is a picture box) the properties, Data  shows “Database” and I cannot determine where that image would be located. (see screenshot attached)   Does anyone know how to find and change a database image in a form in report designer?  At the moment I am working with form SO643000 but would have to make the same change in a few other forms.  Any feedback would be helpful.

Good afternoon,I was curious if there is already an option or if its at possible...to be able to enter the invoice number of a customer directly on the payment screen to pull up their information to enter a payment?If there isnt, has there been discussion about possibly adding that feature to make it even easier to access a customer’s account on payment entries?  

In 25.201.0213 I noticed that in order to customize the attributes, I have to first set the customize attributes field to “Replace Original” then revert back to “Append to Original” so I can add changes in order to type in the custom attributes section. Is this happening to anyone else? Using Chrome if that matters, and this happens in Production, Sandbox, and my local instance. Unable to type in the custom attributes section at first as shown below.  Then after changing the customize attributes to “Replace Original” then back to “Append to Original” I’m able to type whatever I need to.  

I am trying to create a Transfer but keep getting error”:GL Error: The financial period cannot be specified because the branch has not been specified in the Branch box.'However I am setting the branch. Below is a screenshot of my code.   INTransferEntry transferEntry = PXGraph.CreateInstance<INTransferEntry>(); INSite fromWarehouse = SelectFrom<INSite>.Where<INSite.siteCD.IsEqual<@P.AsString>>.View.Select(transferEntry, "MAIN"); INSite toWarehouse = SelectFrom<INSite>.Where<INSite.siteCD.IsEqual<@P.AsString>>.View.Select(transferEntry, "PROJECT"); DateTime? docDate = DateTime.Now.ToUniversalTime(); int? orgID = PXAccess.GetParentOrganizationID(1); FinPeriod fPeriod = finPeriodRepository.GetFinPeriodByDate(docDate, orgID); INRegister transferRegister = (INRegister)transferEntry.transfer.Cache.Insert(); INRegister transferRegist