Discussion Forums

 Dear Community,We’re preparing our reporting framework to support parent–child project hierarchies.We want to hear your thoughts on how each existing report (from the list below) should look and behave when it’s run for a parent project versus a child project. Your input will help us avoid double‑counting, make drill‑downs intuitive, and keep financials audit‑ready across rollups.What feedback we’re collecting:UI expectations per report: what should change when the report scope is a parent vs child project? Aggregation rules: what must be summed, averaged, recalculated, or eliminated at the parent level? Filtering & drill‑down: which filters, groupings, and drill paths are essential (e.g., Parent → Child → Cost Code → Transaction)? Gaps: any missing reports you rely on for parent-child project management that aren’t listed below.Please evaluate your feedback against these parent–child project types:Parent Project – container only aggregates cost and revenue from child projects e

Hello, I have created an Invoice and have released it using the “Process Invoices and Memos” form. When I check the Invoice later, it shows me the Balanced Status, but the Journal Transaction for the Invoice has been already created and posted. Then I performed the “Hold” action to check what will happen and now I am unable even to Remove Hold the invoice. We have not made any customizations to the form as well.  Any idea why this is happening?Thank You!

We have a business requirement to have unit cost be visible and editable on the Details tab for Sales Orders.  I made it visible but I can’t find a way to make it editable.  Here are the attributes:[PXDBCurrency(typeof(Search<CommonSetup.decPlPrcCst>), typeof(SOLine.curyInfoID), typeof(SOLine.unitCost))][PXUIField(DisplayName = "Unit Cost", Visibility = PXUIVisibility.Dynamic)][PXDefault(TypeCode.Decimal, "0.0")]These seem to match Unit Price except for the Visibility.  If there is a way to enable this please let me know.

Perhaps this information will help someone with a similar issue. The issue stemmed from an inability to create a sales invoice via the Acumatica REST API, resulting in the persistent error: "Taxes cannot be calculated via the external tax provider because the address is missing." Initial Problem The user was unable to create an AR Invoice using a single POST request, even with a minimal header-only payload that included the CustomerID, CustomerLocationID, and Hold: true. Cause of the Error: The active Avalara (External Tax Provider) integration was configured to perform strict address validation on the initial POST request for new documents. API Limitation: Acumatica's internal data-defaulting logic failed to populate the required Origin Address (from the Branch) and Destination Address (from the Customer) fast enough (or correctly) before the strict Avalara validation check ran, causing the API call to fail every time.  Eventual Resolution The root cause was identified as a missing

I’ve got a Outside Processing Production Order that uses Purchase Orders to complete one of the steps, however, upon release of the Purchase Receipt, nothing happens. All of them are linked together, however, the qty on the specific line in the production order is unfulfilled. Is there a specific step that I missed that would be causing this issue.The Production Order’s Link to the POThe Purchase OrderPurchase ReceiptProduction Order Line still unfufilled. 

Selecting GI Data from Database Reading DAC Fields from GenericResult DAC Incorrect Method with Direct Access to Values Property Correct Method with Reading DAC Fields via PXCache API This post is inspired by the old Dmitrii Naumov's blog post:https://asiablog.acumatica.com/index.php/2019/03/working-with-generic-inquiries-from-code/This post attempts to explain how to correctly get Generic Inquiry results from code and also attempts to address some inaccuracies of the original post. Selecting GI Data from DatabaseSometimes, you may wish to obtain Generic Inquiry results from code. The first step to do that is to create an instance of the PXGenericInqGrph graph which is a special graph type used by all Generic Inquiries. To do that, use the PXGenericInqGrph.CreateInstance factory method. The parameters of this method are Generic Inquiry ID or Name, or Screen ID, or previously prepared GI description, or DAC type for auto-generated GI. You can also pass GI parameters to this method. The

hello! back again with another beginner question!My report in preview looks PERFECT. however, when i try to publish it, it’s completely blank. I think it may be relationships.buuut it makes no sense no me why it works in preview but not published. It is pulling the same data, isn’t it?Report publish works perfectly when my SOLine item and relation is removed    

I have a business requirement where I want to add Days, Driver, Area 1 and Area 2 in an AR Aging GI mentioned in Figure 1 in 4 different columns not in rows. For one row, I want it grouped by one customer and then the 4 attributes in four different columns. For this, I have created two new Attributes - DAYS and DRIVER. Figure 2 illustrates the DAYS attribute, the DRIVER attribute is similar to the DAYS one. I’ve also attached the GI. What are the possible solutions for this problem and how can I acheive something like this?Fig-1 GI SampleFig-2 Days Attributes 

Hi everyone,I’m currently facing the following issue:I am adding several orders from the same customer to one shipment (open shipment → Add Order). This works fine as long as the orders have the same Order Type.However, when I try to add an order with a different Order Type, I get the following error message:“The order type cannot be selected. The value of the AR document type setting for this order type differs from the value of the same setting for the order types in the lines that have already been added to the shipment.”I can't figure out how to avoid this or where to change the settings to allow adding the order to the shipment.Has anyone experienced this issue or has a suggestion on how to solve it?Thanks in advance!

HiSubject: All Approvals from the approval map to print on GL batch reportI would like to print all the user who approved a document o appear on the batch report I have joined the EPApproval to the batch table and put this field value =[EPApproval.ApprovedByID_description] The first textbox prints correctly the first approver, so the question is how do i get all the additional approvers to print on the report?

Hi All, I created and released a negative Move transaction in my Production Order accidentally. It has generated a Material transaction as well. Then I created a positive Move transaction hoping I could just reverse them that way, but the cost captured in Materials transaction were different.The Move transactions did not have impact on finished goods inventory. I am running some tests to work with reversing them, but how do I go about reversing these transactions properly? Many thanks in advance!Negative Move:Associated Negative Material: Positive Move: Associated Positive Material with different cost: 

I want to display the above highlighted field in my report .

Hi everyone,I’m trying to automate the export of a GI using an Export Scenario (CSV format) that should be triggered after a vendor bill changes status.My goal is to generate one CSV file per bill, automatically.What is the simplest way in Acumatica to achieve this?My main blocker is: Generating a separate CSV file for each bill, instead of one consolidated file Avoiding overwriting files while the system is synchronizing or sending them to the FTP server Has anyone implemented something similar, or can recommend the best approach?Thanks in advance for your help!

Have an Invoice/Check and Payment record in status reserved with a journal entry attached that has already been fully posted. Is there a way to just fully delete this record from the system?

I have encountered an issue where some words revert back to the base language (English) instead of the localized language (China). I followed the same steps described in the below link. Sometimes, when I re-upload the same excel to Translation Dictionaries, it works but not always.Is this a cache issue or something else?Version: 24.208.0020https://www.greytrix.com/blogs/acumatica/2022/12/27/translation-and-localization-into-different-languages-in-acumatica/

Hi All, Can you let me know if we can extend the logic in the Calendar Board screen to add an action which creates a service order? If so what are the steps required?  Any help is appreciated.Thank you!

Hello Community.We are receiving an error when trying to Release an AP Bill with status Under Reclassification. I’ve combed through similarly reported issues in Community, but not finding this exact issue or identifying any resolution. Unfortunately, this is on 23R2 so I am unable to get support from Acumatica until upgrading (within the next few months).No batch is created.We do have one customization that is related to AP Bills, but it is controlled by a switch if on/off. I have turned it off to rule that out.Thank you i advance for anyone who can shed some light on this.  

Hi I am trying to add numbering sequence logic to the below custom screen, but get Container ID cannot be empty error when trying to save the record. #region ContainerCD [PXDBString(25, IsUnicode = true, IsKey = true, InputMask = ">CCCCCCCCCCCCCCCCCCCCCCCCC")] [PXDefault] [PXSelector(typeof(MAINContainer.containerCD))] [AutoNumber(typeof(Search<PX.Objects.CS.Numbering.numberingID, Where<PX.Objects.CS.Numbering.numberingID, Equal<StringConstant_CONTAINERN>>>), typeof(AccessInfo.businessDate))] [PXUIField(DisplayName = "Container ID")] public virtual string ContainerCD { get; set; } public abstract class containerCD : PX.Data.BQL.BqlString.Field<containerCD> { } #endregionnamespace CFInnova11112025{ public class StringConstant_CONTAINERN : PX.Data.BQL.BqlString.Constant<StringConstant_CONTAINERN> { public StringConstant_CONTAINERN() : base("CONTAINERN") { } }}Trace: Container ID cannot be emptyCan I

I am trying to import assets into a new system, I am running 25.1 Build 25.101.0153.4 My import scenario looks like:When testing the import on 6 transactions,  With ‘Break on’ options cleared.  I get the following results: If I make the first transaction in active, the error moves down. I have am not specifiying correctly with the Save function.  What is very curious is I have used this same scenario to import the same data into the Test system.Any ideas?

For example: my primary email ID is Raj19@senso.com and my alias email ID is AP@senso.com. So, can I create an email account for both of these email IDs?

We are working on an Email Notification Template for SO Invoice approval. The email is triggered from a Business Event based on a Generic Inquiry that includes SOInvoice fields (DocType, RefNbr, DocDate, Amount, CustomerID).Our goal is to include a link in the email that opens the SO Invoice screen (SO303000) for the specific document.Here are the URLs we’ve tried: Here’s the URL I’m using:old link: https://international.acumatica.com/(W(63))/Main?CompanyID=Live&ScreenId=SO303000&DocType=((SOInvoice_DocType))&RefNbr=((SOInvoice_RefNbr)) new link: https://international.acumatica.com/Main?CompanyID=Live&ScreenId=SO303000&DocType=((Document.DocType))&RefNbr=((Document.RefNbr)) Issue:When the email is sent, the link does not navigate to the correct record. It either opens the screen without filtering or fails completely. Interestingly, the same URL (New Link) works fine in the Approved notification, which is tied to the standard approval process.Questions:Does Acuma

We noticed something unusual in Acumatica:From the Receivables module, we can print an AR Invoice even if it is pending approval. From the Sales Orders module, we cannot print a Sales Invoice if it is pending approval.Questions:Is this behavior by design? If so, what is the reasoning behind allowing AR Invoice printing but restricting SO Invoice printing? Is there a configuration or customization option to enable printing for SO Invoices that are pending approval? Has anyone implemented a workaround

Hi Acumatica, My objective is to join the subaccount field on the APTran table to a GI at the APInvoice level. If there are multiple different subaccounts, just join the first one available. The current issue I am having now is that any kind of join between the APTran and APInvoice tables result in addition of rows to the APInvoice generic inquiry. What is the simplest way for me to join the subaccount field from the more granular APTran table onto the less granular APInvoice level without adding rows to the APInvoice? Thank you,

I have a client with 800,000 AR Invoices and 700,000 AP Bills.Their out of the box Generic Inquiries for AR Invoices and Memos and Bills and Adjustments are slow.Times are like 45 seconds to load up all 800,000 AR records.  Similarly AP.   If I filter say to load only open records - 15 seconds.But of concern, once loaded it takes 45 seconds to go to page 2 (page setting is 0).    Likewise 15 seconds for open AR.Some info:  This is MYOB Acumatica.   It runs on AWS on MY SQL database.  Version is 2024.2.What is the Acumatica experience? Does GI performance improve with 2025 releases? Does Microsoft SQL run faster?Please note that i have reviewed the GI’s for performance improvements.   Their is not issues with joins.  There are only 2 tables e.g.  ARInvoice and ARRegisterReport.

I’m trying to produce a PO for a outside process production order, and keep getting the “At Least one item has not been processed” and the PO isn’t created. The trace log doesn’t seem to give any indication of what the error could be or how to solve it. I’ve attached images of the PO and Trace Log for reference.