Discussion Forums

 Import by Scenario Hi. I need your help regarding importing the withholding tax. It says “The system failed to commit the TaxRevisions row.” I have unchecked the commit box for the taxes ID and still no result. What should be the solution for this one? Import Scenario 

FSServiceOrder fsServiceOrderRow = new FSServiceOrder();                    fsServiceOrderRow.SrvOrdType = group.Key.ServiceOrderType;                    fsServiceOrderRow = serviceOrderEntry.ServiceOrderRecords.Current = serviceOrderEntry.ServiceOrderRecords.Insert(fsServiceOrderRow);                    fsServiceOrderRow.BranchID = group.Key.UsrServiceBranchID;                    fsServiceOrderRow.BranchLocationID = group.Key.UsrBranchLocationID;                    fsServiceOrderRow.CustomerID = group.Key.OwnerID;                    fsServiceOrderRow.ProjectID = group.Key.UsrServiceProjectID ?? ProjectDefaultAttribute.NonProject();                    fsServiceOrderRow.LocationID = group.Key.CustomerLocationID;                    fsServiceOrderRow.DocDesc = group.Key.DescrEqType;                    fsServiceOrderRow.ContactID = group.Key.UsrContactID;                    serviceOrderEntry.ServiceOrderRecords.Update(fsServiceOrderRow);                    foreach (FSEquipmentRowProcess it

 Hello Experts, i am getting stuck in one of the GI where branch Parameter is not getting null if i am opening GI by default branch is getting selected, i need to have branch parameter null so that user can select its branch and filter out the result. And if in default value keeping as null its showing me error message. Please have a look on the parameter and the condition applied. GI looks like this branch by default is coming 

Hi, i want to import the AR Invoice and Memo using Import Scenario, but when i try import there is an error “The Save Button is disabled”  i already looked up my mapping but i still don’t get it. Please take  a look of my mapping bellow and XML:Please help me to solve about this, i really appreciate, thank you 😊  

Hi, i want to import an AP Bill in Acumatica use Import Scenario but when i try to import there is an error “The Save Button is disabled” i already looked up my mapping but i still don’t get it. Please take  a look of my mapping bellow:I really appreciate for your help, thank you😊   

Hello, On a Sales order screen, we recently experienced this error message:   The trace log doesn’t seem to show which column is causing the error. I’ve looked into the fields of the generic inquiry and not sure what to do next. This GI was working fine last week. Any help is much appreciated! I’ve attached the XML of the generic inquiry here, as well. 

We recently implemented the credit card surcharge features available through Acumatica Payments. Almost immediately, a request came in to enhance the Payment Receipt (AR643000) document to better delineate these charges.Specifically, we needed to clearly show the amount charged or refunded to the customer, the associated fees, and the resulting total balance. Attached is the customized stock report we developed to meet this requirement. Sharing here in case it might be helpful to others in the community or serve as a starting point if you are working on a similar customization.

I recently had the need to style a textbox in Modern UI based on the value of another field.Acumatica provides an example for styling grid rows here, but the GetRowCss / GetCellCss events do not seem to work for regular form fields. Not knowing TypeScript / JavaScript better, I spent some time trying different ways of doing this, but ended up with this fairly basic HTML block in a screen extension:<template> <style> [data-rating="green"] input { background-color: #155724 !important; } [data-rating="yellow"] input { background-color: #856404 !important; } [data-rating="red"] input { background-color: #721c24 !important; } </style> <field append="#fsHeader_C" name="UsrDXCommissionRating" data-rating.bind="Quote.UsrDXGrossProfitPct.value >= 45 ? 'green' : Quote.UsrDXGrossProfitPct.value >= 40 ? 'yellow' : 'red'"></field></template>(this styles the ‘UsrDXCom

Hey Community, Does anyone know how to hide the “customization” button on the top right of the GI entry screen (even if only from certain user roles)? 

Hello!I am reaching out to seek your expertise on addressing a customer requirement. The customer operates within the Acumatica SaaS environment and creates kits directly from the (Kit Assembly - IN307000) screen. These kits are controlled by lot number, and the process involves using the Acumatica app to handle the entire pick, pack, and ship workflow.A key requirement is to generate labels for the kits at the time of their creation. For instance, if 20 kits are created, the system needs to generate 20 corresponding labels, one for each kit.  I am encountering a challenge with generating labels for a kit product because the quantity and product information are located in the document header. Specifically, I need to generate detailed labels for each kit (e.g., 20 labels for a quantity of 20 kits) based on this information.Could you advise on the best approach to achieve this in Acumatica Report Designer? Are there specific techniques or configurations that would allow me to replicate t

Hi everyone,I want to customize a particular screen in Acumatica but only for one specific user  not for all users and not by role.I’m trying to do things like hide certain fields/tabs or rearrange the layout, but only for this single user’s account. I know about standard Customization Projects, but those apply system-wide or by role, not per individual user.Is there a proper way to do it? Thanks 

HiI wonder if you might be able to help me.I have a set of email accounts setup in Acumatica. Each with its own purpose. One manages invoice PDFs going into the Accounts Payable area, one is for Invoices when they are sent to customers. One is for when customer service want to correspond with a customer but have it recorded directly in Acumatica.However, I notice that a user can select any one of these email accounts when they try to generate an email in Acumatica to send to the client. (see screenshot) Is there a way to restrict which email addresses a user can select in this Email Activity screen? perhaps through workgroups or something like that? EG if the accounts team are emailing a customer I want them to select and use the accounts payable queries account but when a customer service agent is contacting a customer, I do not want them to use an accounts email - I want them to only be able to select the account that is relevant to them and their team.Thanks in advance for your help

Hi Team, We need to add one line item to the appointment. After adding the item, it can be included in the appointment; however, when we click on save, an error occurs that states, "The following error occurred when specifying a value in Warehouse.I have replicated it in the sandbox, and it is able to add line items with the same status as the appointment without any errors occurring. Note: It is causing an issue in the live environment, but it works in the Sandbox tenant at the same time(Instance & build).Please advise.

Hi all,I need your help if posible with two calculate fields (UsrBajioRefNbr, UsrBBVARefNbr). I created these 2 fields in a Customer DAC extension (CustomerEGSAExtension) because I need to calculate its values based on Customer.AcctCD field passed to some helper static method included in BankDigits class, which contain a simple algorithm to obtain the necesary result values. However, I still don´t have the expected values...Firstly, I tried this using PXFormula, but I couldn’t. This way didn’t work for me in this scenario.Then, I implement RowSelecting in CustomerMaint graph extension (CustomerMaint_GCBankRefExtension) to calculate or fill those DAC field values (not bound to specific database columns):#region Row Event Handlersprotected virtual void _(Events.RowSelecting<Customer> e){ using (new PXConnectionScope()) { Customer custm = e.Row; if (custm != null && !String.IsNullOrEmpty(custm.AcctCD)) { string bajioRefValue = BankDigits

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?