Discussion Forums

Hello, I am trying to create an “On hands” report for our offsite locations. I would like to show each offsite location in a column and to only show the inventory in that location. I wrote my formula as =([INLocationStatus.LocationID]=CONTAINER1) but this obviously is not correct as I am seeing the current on hand values across all locations. Any ideas on the formula to use to accomplish this goal?  

Dear community,You always provide such a great feedback and invaluable insights!We have a question for you.Do you deliberately use this option of Project Preferences? Summary mode (See the image below). If yes, why do you prefer it to the Detailed option, what kind of benefit you are getting from it?Option description: https://help.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=de2ca225-4a0c-4129-b09d-3f3ed05198f9We are thinking to retire this option in the product, and before we plan anything, we want to hear your thoughts. Thank you for your input!Best regards,Kate

I created a mass email and used the HTML and previewed the message. The email message display shows what I need. When I send the emails, the information is correct, but when I open the email, the embedded page does not show. What am I doing wrong? 

Hello,       We are planning to upgrade our server from Windows Server 2016 to Windows Server 2019 and deploy Acumatica on the new server. After all tests are passed, the final step is to install the license on the new instance.     My question is, if I delete the license on the old server instance and install the same license on the new server instance, this should be OK, right? This should not bring any issues?

The client would like to set the “Reply Address” to default to the email address of the user that created the document being sent. So if the account is “purchasing@email.com” and the receiver replies to the sent email, the reply would go to “person@email.com” who had created the purchase order that was sent. If there was an additional field on the Email Template form for it would be easy: Unfortunately that doesn’t exist, so I went to the System Email Accounts form, but the “Reply Address” field will only allow a valid email address. I haven’t found any info on coding that field so not sure if it’s even possible. 

Hi Everyone, When I’m trying to add the existing screen (Sales Order Preferences), I’m receiving below error. Can you please help fix this issue.  

How can we change the “Transaction Description” of the Invoice created with multiple installment terms.For example: we have created an invoice with Credit Terms as “5SPLITPAY” with Invoice total as 5,000. After invoice is released, 5 new invoices are created with “Transaction Description” as “Item Discount”, from where this text coming from, do we have any option to change this. Please help us. 

Right now  the error message reads as ‘Value cannot be null. Parameter name: key‘.Instead of this can I rename the error message to read as ‘Billing Rule is missing’  Is this possible through point and click or through customization or all error messages are standard and cannot be changed ? When I change the project task status as ‘active’ and give the billing rule , i do not get the error.  

Hi All,I encountered an error when opening certain invoices from the Invoices and Memos GI.The error message is:"Cannot open this record for editing: The form AR301000 does not contain it."However, these invoices open without any issue directly from the Invoices screen. The problem occurs only when opening them through the GI.I also verified the navigation settings, and both DocType and RefNbr are correctly assigned.Please advise if there are any known issues or if anything else needs to be checked.Regards,Lalith

Hello everyone, I want to make a dropdown label like phone type in contact, but the default value doesn't appear, even though I've used PXDefault, and previously I had created a dropdown field with default values ​​and there was no problem.[PXDBString(10)][PXUIField(DisplayName="Virtual Account Bank 1")][PXDefault("BCA;VA BCA")][PXStringList("BCA;VA BCA,HSBC;VA HSBC")] 

 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

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!

Hi All. Do you know why I get this error when linking the BOM in Production Order. The Production order was created from SO if that helps, but there were also 2 items in SO that was marked for Production and linking the BOM is fine without error. Can you please help? 

Does anyone have a working Import Scenario to create a service order from a sales order? When the ‘Create Service Order’ action is executed through the UI, it redirects to the Service Order screen and the user has to press the Save button.  An import scenario that starts on the Service Order screen can populate the dialog box options but cannot press save. Another approach it to create a Service Order starting on the Service Order screen, but in this case there doesn’t seem to be any option in the User Interface to identify the source of the service order, which needs to be linked back to the Sales Order.  Even on a new Service Order, these fields are not editable.  The only way that I can find to create the linkage is using the ‘Create Service Order’ action from the Sales Order.I have reviewed several threads including this

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

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 Receipt

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:

I want to add a few fields to the Contacts screen on the Mobile App.  I’ve successfully got 3 of them to show, but the City field won’t.I modified the CR3020PL GI to enable the Address1 field to be visible.  I added the City field as well.  When you view the GI, the fields are visible.I blacked out the email, address and phone number. This is my code to update the CR3020PLupdate screen CR3020PL { update container "Result"{ fieldsToShow = 6 containerActionsToExpand = 1 add field "City" add field "AddressLine1" add field "Phone1" add field "Email" remove field "JobTitle" remove field "Status" }}If I remove AddressLine1, it goes away, so I do believe my updates are working.I set the fieldsToSh

I’m seeing the error message: [2025-11-19 12:17:33.647] Cannot delete C:\[tenant]\App_Data\TSScreenInfo\Company folder, lock.json is present, pid=21156, ppid=17096 I presume this relates to a fatal build error in the previous publish attempt, which aborted with an HTML Merge error. It seems like the lock.json is not deleted when the publish exits abnormally.I have to manually delete that file before I can Publish.The issue might go away if the HTML Merge error gets fixed in a new version, but it strikes me that the Publish ought to remove the lock file.This is with 25.200.0248.

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!

Is it possible to create a custom redirect exception? We have a requirement that at the end of a process we need to redirect to a file and a report. I have seen the PXRedirectWithReportException and thought we could recreate a version of this to redirect to a file instead of a report. Is this possible? I have seen this page Creating a Custom Exception, where it mentions “To create a custom redirect exception, you must derive a class from the PX.Data.PXBaseRedirectException base class.” There is no documentation (that I have seen) that shows how to do this. Are there any examples of custom redirection exceptions? Or an explanation on how these work? Or source code on this?

In the Project record, we have added dropdown fields for Project Administrator and Project Coordinator based on position. The existing Project Manager field is also a dropdown based on position. We want to restrict access so that these users can only view projects assigned to them and not see other projects. What would be the best way to achieve this? Thanks