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public delegate IEnumerable CompleteDelegate(PXAdapter adapter);        public PXAction<DailyFieldReport> complete;        [PXButton(CommitChanges = true), PXUIField(DisplayName = "Complete")]        protected virtual IEnumerable Complete(PXAdapter adapter)        {            OnDailyFieldReportCompleting();            return adapter.Get();        }        // DailyFieldReportEntryEmployeeActivityExtension.OnDailyFieldReportCompleting        protected virtual void OnDailyFieldReportCompleting() {}I need override this button. But I need save base functional. In DailyFieldReportEntryEmployeeActivityExtension this button was already override: [PXOverride]        public virtual void OnDailyFieldReportCompleting(Action baseHandler)        {            baseHandler();            CompleteAllActivities();        }        protected virtual void CompleteAllActivities()        {            foreach (EPActivityApprove activity in EmployeeActivities.Select().FirstTableItems.Where(x => x.Appro

In this article I will show you how to configure Acumatica to automatically accrue Gift Certificate amount. Step 1: We need to create a new GL Account that will hold sold Gift Certificates value. Step 2: We need to create a corresponding Cash Account that will be used for the payment by gift Certificates. Step 3: We need to create a Payment Method that will accept payments by Gift Certificates Step 4: Now we need to create a Non-Stock Item that will represent a Gift Certificate item in the Sales Order. Please note that we should use Customer Gift Certificate GL Account as Sales Account in the Non-Stock Item settings. Step 5: We need to configure BigCommerce or Shopify to handle Gift Certificates payments and associate a Gift Certificate Non-Stock Item: Step 6: Place an order with Gift Certificate at BigCommerce/Shopify. In this example I’ll buy 100$ certificate:And proceed with checkout. Step 7: You will receive a Gift Certificate at your email address. Step 8: Synchronize the Sales Or

i have grid:<px:PXGridLevel DataMember="LaborHours">            <Columns>              <px:PXGridColumn DataField="Selected" Width="30" AllowCheckAll="True" Type="CheckBox" />              <px:PXGridColumn DataField="EmployeeID" Width="140" />              <px:PXGridColumn DataField="EmployeeID_description" Width="220" />              <px:PXGridColumn DataField="EarningTypeCD" Width="140" />              <px:PXGridColumn DataField="ProjectTaskID" Width="70" />              <px:PXGridColumn DataField="CostCodeID" Width="70" />              <px:PXGridColumn DataField="Date_Date" Width="90" />              <px:PXGridColumn DataField="Time_Time" Width="90" />              <px:PXGridColumn DataField="EndDate_Date" Width="90" />              <px:PXGridColumn DataField="EndTime_Time" Width="90" />              <px:PXGridColumn DataField="LaborItemID" Width="70" />              <px:PXGridColumn DataField="IsBillab

I recently started encountering this error when using the /Payment API endpoint to create new payments or sometimes the /Payment/Release action: Another process has added the 'ARRegister' record. Please try again. My requests haven’t changed, so I assume it’s something server-side. Can anyone point me in the right direction for tracking down where the problem is coming from? Thank you!

       I've used Acumatica's Report Designer to generate a list of items purchased by a searched customer in the last 90 days. The logic is to query records from SOLine in the recent 90 days, group them by ItemID and customerid, and then list the ItemIDs.        However, the business side has a new requirement: some items are replaceable alternatives. For example, bfsk1, bfsk2, and bfsk3 are all beef steaks—only different in brand. Customers don’t care much about the brand; they purchased different ones simply because whichever brand was available in the warehouse at the time was used.    So, on the Sales Order Collection form, only the recent "bfsk"  needs to be displayed(requested by the sales team).The key challenges now are:How to identify replaceable items? The current idea is to group items with the same prefix and different numeric suffixes, but how does Acumatica Report Designer support this? After grouping, how to retain only the record with the latest OrderDate?Are there any

Hi All. Do you know why when clicking Send/Print Remittance from Cheques and Payments screen always direct me to report and I have to enter the Payment Reference Nbr in instead of running the form straight to the remittance pdf?From this:To this:It should automatically show the Remittance Advice form like in my demo below: 

I’m trying to create an import scenario that replaces the current default salesperson on the customer account with a new salesperson, sets the new salesperson as the default, and still works even if there is no current default salesperson assigned.This is what I have so far, but it currently only adds the new salesperson and sets them as default; I’m not sure how to remove the original default salesperson if there is one: 

<px:PXTabItem Text="Scope">    <AutoCallBack Enabled="True" Target="tab" Command="Save">      <Behavior CommitChanges="True" /></AutoCallBack>    <Template>      <px:PXRichTextEdit runat="server" AllowLoadTemplate="false" AllowAttached="true" AllowSearch="true" AllowMacros="true" AllowSourceMode="true" DataField="usrDescription" ID="edUsrDescription" Style='width:100%;height:120px;'>        <AutoSize Enabled="True" MinHeight="120" />        <LoadTemplate TypeName="PX.SM.SMNotificationMaint" ViewName="NotificationTemplate" Size="M" DataMember="Notifications" ValueField="notificationID" TextField="Name" DataSourceID="ds" /></px:PXRichTextEdit></Template></px:PXTabItem>  when i edit edUsrDescription my graph is not dirty. and how to set Disable PXRichTextEdit?

Running into an issue where a shopify order is stuck in the sync due to the following error:  Contact.DisplayName: 'Contact' cannot be empty. Contact.LastName: 'Last Name' cannot be empty. Inserting 'Contact' record raised at least one error. Please review the errors. Checked the shopify order and there exists contact names for billing and shipping.  What else could be causing this?

Client of ours is frustrated that the Cash Return does not have a void. They are obviously just creating new Cash Purchases, but would at least like the option. Let me know if that is something ACM team should add to the roadmap. 

Hi everyone, I am having a problem in a field when I press the Data Field button, the system will take the entire view name as the parent node and the data field as the child node in the view name of the screen that I have selected to display to allow the user to select in the list. However, currently the view name and data field are on the same level without hierarchy, for example PIDetail is the view name, but warehouse is the data field. The result is returning a flat list of child nodes in the repeated parent nodes. Here I attach the capture of my problem, I really appreciate you responds and help.Code for logic:   public PXSelect<EntityItem> EntityItems;        //public PXSelect<EntityItem> PreviousEntityItems;        public IEnumerable entityItems()        {            var result = new List<EntityItem>();            var current = Templates.Current;            if (current == null || string.IsNullOrEmpty(current.Screen))                return result;            va

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 - Acumatica × Power Automate: Export Cases and Activities - November 18, 2025 - RecordingAcumatica × Power Automate: Export Cases and Activities (with JSON parsing)Learn a fast, repeatable way to pull Acumatica Cases and their Activities into Excel using Power Automate. We’ll cover creating a connected app (client ID/secret), getting the access token, calling the Default endpoint with expand=Activities, and parsing the JSON into tidy rows. Perfect for support analytics, SLA tracking, and activity auditing—no custom code required. Presented by Yuriy Zaletskyy  | CTO, Co-Founder, AcuPower | Acumatica MVPRecording HERE Andrew Pistorius - Acumati

Acumatica version 25R2.  I’ve successfully deployed and consumed generic inquiries with parameters via OData.  For a specific generic inquiry, I would like to return the result in Excel format for direct opening or download, rather than returning the data in json format.  I do not want the calling application to have to convert the data.  I’ve been going round and round with Claude AI on a low-code customization solution, but it can’t figure out how to do it in one shot.  It wants to trigger an export and file save to the file system then return a reference to the file which requires another API call to download the file.  Has anyone been able to perform this type of action with a generic inquiry in one API call?  It’s hard to believe that this is so difficult when I can do it with very little code in a web service method in a very old SAP system.  Thanks.

Hi AllOur users have an issue coming from Projects. When processing Project related invoices, the revenue for the items listed on the project go to the incorrect subaccount.Our current setup for projects is as follows:For our billing rule, we use 'Progress Billing' which is set up as:Where the sales account and the subaccount are taken from the task. For example, in this project the tasks were assigned to it and the correct GLs and subaccounts were correctly populated:Task ID 001 has the following setup:The Default Sales Account is 40300 (Solar Projects Revenue) and the Default Sales Subaccount is 3000-000 (Small Solar Installations - Products) these settings are correct and populated as such in the project.When Project Billing is run, the following shows up on the Invoice:The invoice shows the correct GL but the incorrect subaccount based on what was defined in the project, which should have been everything goes to the 3000-000 subaccount.I know that it is more than likely it’s a setu

Hi Team,I have added the 'Activity (CR306010 ) Screen' in the Acumatica mobile customization,but my issue is that in some fields, I can't add values because they are disabled. Additionally, I am unable to create a new activity in those fields.  only 'complete' is showing in the status field. I have added the code below,please check it. I have also attached a screenshot and code. Kindly let me know if you have a solution for this.Update: CR306010 Activity: codeupdate screen CR306010 {       update container "Activities" {    formActionsToExpand = 2    containerActionsToExpand = 1       Add containerAction "Insert"    { icon = "system://Plus"    behavior = Create }       add recordAction "Insert" {        behavior = Create    }            }         }  Update: MENU Code:update sitemap { add folder "Activity" {    type = HubFolder    isDefaultFavorite = True    displayName = "Activity"     icon = "system://Network"      add item "CR306010" {    displayName = "Activity"    visible = True   

I want to change the workflow on shipment and add a Button “READYFORPICKUP” in between Confirm shipment and prepare invoice.When CONFIRM SHIPMENT is clicked, A new Button (status) should appear,Once this button is clicked, then it should return to normal workflow and Prepare Invoice should be available.   Prepare Invoice should not be available until Ready for Pickup has been clicked.  I have tried to build this in the workflow, with mixed results.What is the best way to accomplish this.thanks 

Web service endpoint: /entity/Default/22.200.001/SalesPricesInquiry?$expand=SalesPriceDetailsParams:{ "InventoryID": { "value": "SPCBSERVICE" }}Response is always the first record on the SalesPrices Inquiry and doesn’t filter for the record with the Inventory ID of ‘SPCBSERVICE’.However, when expanding the SalesPriceDetails, all 135 or so records are included.Also, the InventoryID of the record is blank. So it looks likeThere are no Inventory ID’s for any of the records so the API is returning the first created record Expanding the SalesPriceDetails of that record includes all of the Sales Price records.{ "id": "81a55625-3913-4ea8-9869-67da0acff742", "rowNumber": 1, "note": null, "EffectiveAsOf": { "value": "2025-08-08T00:00:00+00:00" }, "InventoryID": {}, "ItemClassID": {}, "PriceClass": {}, "PriceCode": {}, "PriceManager": {}, "PriceManagerIsMe": { "value": false }, "PriceType": { "value": "All Prices" },

I am having what seems to be a strange issue.We use push notifications to send product updates to an external sysem. For the most part this works well. My issue is on Stock Items.  We have various attributes on the stock item entity. When those values change, I need it to fire the push notification. It is firing, but the JSON data payload for the attrbute fields is null.   The catch is, if I make a change/update to one of the stock item fields (name, description)...it fires the same push notification. The attribute data is no longer null, it sends the correct information. My GI I subscribed to has the attributes defined in the results grid.  Any ideas on what this could be? This seems like a bug IMO. Here is what I get for the attribute updates. PreOrderDate and ReleaseDate are supposed to have date values, but you can see they are null when is triggered by a attribute change.  Again, if I update a field on the parent StockItem, this payload will contain the correct values.  Thoughts? 

I think i have a join issue but i can’t quite track it down. Example 1: 154221 has two invoices (312230, 315411), but they are both duplicated with each others information.example 2.  154204 is all blank, however, that information is there on the invoice tab in the sales order. i have swapped the joins of each relation i have but cannot figure out why i’m getting dupes AND blanks. some relation swaps will drop the blanked out orders. 

Hi, I want to create expense claim but when i try to select the expense item, i can not find any list of my Inventory ID (Non-Stock Item with type Expenses). Please help me to to solve about this, thank you.   

Does anyone else struggle with filtering the SYNC HISTORY screen when you have 10’s of thousands of records?  I consistently get an error that the request times out.   Even on specific tabs like failed/processed etc. 

Hello, I have an action in the project screen (PM301000) which generate a report.This report is sent to the customer using the email template defined in the report.I’d like to register this email in the project activities, but i don’t know how. I’ve tried :Link to account in the email template ActivitySource in the email settings of the report But the Activities tab on the project screen still remain empty : Any ideas ?Thanks. 

Hello, this should be simple but I’m struggling. This code will create an invoice, and work perfectly.private ARInvoice CreatePrepaymentInvoice1(SOOrder order, decimal amount){ ARInvoiceEntry graph = PXGraph.CreateInstance<ARInvoiceEntry>(); ARInvoice invoice = graph.Document.Insert(new ARInvoice { DocType = ARDocType.Invoice, CustomerID = order.CustomerID, DocDate = Base.Accessinfo.BusinessDate, }); graph.Save.Press(); return graph.Document.Current;}Switch the DocType to Prepayment and now it doesn’t work. private ARInvoice CreatePrepaymentInvoice1(SOOrder order, decimal amount){ ARInvoiceEntry graph = PXGraph.CreateInstance<ARInvoiceEntry>(); ARInvoice invoice = graph.Document.Insert(new ARInvoice { DocType = ARDocType.Prepayment, CustomerID = order.CustomerID, DocDate = Base.Accessinfo.BusinessDate, }); graph.Save.Press(); return graph.Document.Current;}The error is:“CS Error: Cannot generate the next number for the  sequence.”In the UI, I can open the invoic

AR Error: Credit card processing error. ProcessingCenter : Address is not a valid address.  Address Field in Customer master and invoice is added .. Appreciate  your support

Hello Everyone, So one of my client want to have a bidding notifications in Acumatica if the request up to 20 million, so it will directly go to bidding even if they are already input the vendors name. Please help us to solve about this. But is it available in Acumatica, i mean without need like a special customization for this notifications biddings.Please help us about this, i really appreciate it.