Discussion Forums

Hi gurus. How do I create an Import Scenario that changes the transaction dates of Open Move Transactions dated in the current month to update to the first day of next month?Users make the move transactions ahead of time and so when they go to close out EOM, they can’t because there are "open Move transactions". The import aims to just shift them to the first day of the next month e.g. 30/11/2025 > 1/12/2025. Data provider would be a GI of open move transactions.

Good day,I have a client in commodity trading who relies heavily on short-term loans (often referred to as gap funding) to finance their operations. They would like clear visibility into these loan accounts and how they are progressing over time.After reviewing options, we determined that using AP Accounts would provide the cleanest and most easily reconcilable setup. The loan providers are set up as vendors. However, when funds are received, Acumatica does not allow processing a receipt directly from a vendor to the bank.As a workaround, we currently do the following: Create under bills and adjustments a document type Credit Adj with the contra account set to a bank suspense account. Record a bank receipt in Cash Transaction using the same bank suspense account as the contra account to clear the balance. While this approach works, the client is asking whether there is a more streamlined method that avoids this two-step process.Is there a better way to handle this scenario natively i

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 Meet the Team at Summit 2026!For those of you attending Summit this year, please stop by the Community, User Groups and MVP booth! Our Product Management Operations team not only manages the community but licensing, pricing, product promotions, strategy, accounts and billing experience, Always Current and more!​@KiranPenaka14 ​@DustinShisler94 ​@BrettWilliams25 ​@VladS ​@schernyak02 ​@Chris Hackett We would love to meet you, share experiences and answer any questions you have! Travis Lawson - Acumatica Community Featured Member for January 2026Meet Travis Lawson our Acumatica Community Featured Member for January 2026. It’s great to have you as part of the Acumatica Com

I have a WIP import scenario that works if and only if the serial number that is being allocated is Available for Shipping, with is correct, but if one of the serials I am trying to allocate is not available the whole import scenario fails and no serials get allocated at all even the available ones.I get this error “ The record was not processed because of an error during processing of the previous record” Thank you for anything that might help me get to the bottom of this. 

Hello all, We can open a new screen using PXRedirectRequireExcption. We also can include parameters as argument when we throw the exception. My question is how in the “target” screen we can access the parameters provided as argument when we threw the exception in the “source” screen. for example I throw the below exception from screen A that will open screen B. So when screen B page is loading how I can access the P1 and P2? to be more specific I need to access them in the Page_Load.throw new PXRedirectRequiredException(myGraph, true, string.Empty, P1, P2) { Mode = PXBaseRedirectException.WindowMode.NewWindow };Any help is appreciated.

Meet Travis Lawson our Acumatica Community Featured Member for January 2026. It’s great to have you as part of the Acumatica Community ​@travislawson!Hello all! I’m Travis Lawson, a Manufacturing ERP Consultant with WM Synergy based in Georgia (US). I was first introduced to Acumatica in 2021 while implementing it for my employer, and I joined WM Synergy in 2023. This is my first consulting role, following a career of over two decades in IT roles ranging from Server Administrator to IT Director.I’ve always had an entrepreneurial spirit and a strong interest in business process improvement, which made consulting a natural fit. After my first Acumatica implementation, I knew this was the direction I wanted to take my career. I enjoy working with customers not only to implement Acumatica, but also to help them discover new ways to operate more efficiently through improved processes and automation.Outside of work, I enjoy turning ideas into businesses.  Most recently I launched a 3D printi

hi All,I’m trying to use a Generic Inquiry (GI) in Power BI. The GI is already published and exposed via OData, as shown in the screenshot. The user has full admin rights and all related permissions.However, when connecting to the Acumatica instance from Power BI using the OData feed, this specific GI does not appear in the available list.Can anyone help identify what might be causing this issue? My Version is 2024 R2 24.209.0013 Thank you in advance!   

Hi everyone,For those of you attending Summit this year, please stop by the Community, User Groups and MVP booth! Our Product Management Operations team not only manages the community but licensing, pricing, product promotions, strategy, accounts and billing experience, Always Current and more!We would love to meet you, share experiences and answer any questions you have!The Team:​@VladS - Vlad Sushkin, Developer Relations Manager, Live near Seattle, WAJoined Acumatica 2 years ago as Technical Support (PreSales)I help plan Hackathon and Summit Technical sessions! I'm on the ProdOps team under Kiran, and also assist with Developer Networks, such as the All-Star Developers and the Developer MVPs. I love automation and I'm really excited about AI Studio making the rounds.In my free time I do weight training, boxing, and host volleyball events around WA state. I'm also a big nerd and play/judge MtG. Come say hi! 🙂 ​@DustinShisler94 - Dustin Shisler, Product Manager, Live near Toronto, Ont

How to show PXRichTextEdit in the mobile app?

Hi, I'm working on a customization project in Acumatica 2024 R2 to allow for split payments for Cash Sales. I have a custom DAC that will store the multiple payments for a cash sale if it's allowed for that invoice. However after trying to add a line counter to the SOInvoiceExt to keep track of the lines added for the split payment I'm unable to load the SO303000 screen. Please see below code for the SOInvoice DAC, Custom DAC and the extended graph. Any help is greatly appreciated.**SOInvoiceExt** public class SOInvoiceExt : PXCacheExtension<PX.Objects.SO.SOInvoice> { #region UsrSplitPayment [PXDBBool] [PXDefault(false)] [PXUIField(DisplayName="Split Payment")] public bool? UsrSplitPayment { get; set; } public abstract class usrSplitPayment : PX.Data.BQL.BqlBool.Field<usrSplitPayment> { } #endregion #region UsrSplitLineCntr [PXDBInt()] [PXDefault(0)] //[PXUIField(DisplayName="Split Line Counter", Enabled= false)] public int? UsrSplitPa

Hello!I have a GI that I need to filter by date range. When running the GI it is not filtering down to the date range window. GI and Screenshots below. I feel like I’m missing something obvious.Thank you for the help!  

I’m looking to find a screen or maybe a way to create a GI view that shows the history of actions on Invoices and Sales Orders. Specifically, I want to see if records have been deleted and if so, which record and when. Is this possible?

This question was asked and answered before.  But the solution on that topic does not work in 25R2 for me.PXAction created on Graph ext Show on Modern UI grid Header | CommunityI'm trying to add a custom action to a grid on AP301000.  I am working on a local demo instance with no other customizations.I am able to add my action, but when I do, all the other actions on the grid disappear.I tried thisexport interface AP301000_APTran_ICSAllocations_converted extends APTran { }@gridConfig({    preset: GridPreset.Details, autoGrowInHeight: GridAutoGrowMode.Fill, repaintColumns: true,    topBarItems: {        AddNew: { index: 0, config: { commandName: "AllocateLine", text: "Allocate Line" } }    }}) And thisexport interface AP301000_APTran_ICSAllocations_converted extends APTran { }@gridConfig({    topBarItems: {        AddNew: { index: 0, config: { commandName: "AllocateLine", text: "Allocate Line" } }    }})Any assistance would be greatly appreciated.

Hi there, lately it has come to our attention that there is a discrepancy between the Discount Unit Price of an item, and the Amount the item will be sold for occasionally when entering as Sales Order.  From my best guess, it is an error with rounding, but I was curious if anybody else has noticed this, and how they resolved it.  Here is an example of what I am talking about. In this example, we will just be making a quote for the customer.The employee enters the item and the discount code into the sales order (in this example, the customer is getting a 25% discount on the item).  For this item, the discount price would be calculated to 12.555, but generally, this is rounded down to 12.55.  Initially, everything seems correct, the discount unit price matches the amount when the qty of the item is 1.  Values before saving and reloading document However, if we save the document and print it, or simply reload the screen, the discount unit price has changed, and has been rounded up.  Not t

Is executing Validate Project Balances (PM504000) on a recurring basis using an automation schedule a recommended best practice?  I’ve heard some say yes, because it’s necessary to maintain accurate project balances.  However, I’ve also seen someone say no, it should not have to be done as part of normal operations, suggesting incorrect project balances are a symptom of something going wrong and needing to be corrected.

Does anyone know why it is no longer possible to print shipping labels using Screen “Shipments”, ScreenID “SO302000” or Screen “Process Shipments”, ScreenID “SO503000” after shipping is confirmed or invoiced? → “Print Labels” is inactive → Only Shipments with confirmed status are listedAre there any settings that make reprinting possible in the cases described above?Thanks in advance.

         Does Acumatica support deploying applications and databases on separate servers? If so, should I prioritize configuring the hardware for the application server or the database server?

I’m working on an Import Scenario that will update a sales order’s user-defined attribute.The simplified process will go as followed:Identify the order by Type and Number Open or Re-Open the order (QT requires the Re-Open) Set the attribute Return the order it starting stateSteps 3 and 4 need to be conditional and I haven’t found any documentation on how to do that. For instance, step 3 would need something like: IIf(=[Document.OrderType] = ‘QT’, <Action: Open Order> (OpenOrder), <Action: Re-Open Order> (ReopenOrder)As a work-a-round I am thinking about using Target Restrictions to limit the data to a single condition, i.e., QT and Completed or QT and Canceled. That way I can set the Mapping fields and change them each time to match the current conditon. I’m really trying to avoid this since it will be fairly manual. 

Hey, team - I know very little about configuring export scenarios.  I’ve got a client on 24R2 using the Export AP Payment to ACH v2 scenario.  No modifications have been made to it; everything is out of the box.  The output ends with hundreds of 9’s.  Where in the ES is this part dictated?  TIA.  

Dear Community, As we continue improving dashboards in Modern UI, we are evaluating the current dashboard personalization mechanism and would love to hear your feedback. Currently, when a user personalizes a dashboard, the system creates a completely independent copy. This means:• Any changes made to the master dashboard by an admin do not propagate to user copies.• Users cannot selectively pull updates from the master dashboard — only fully reset to it. We want to understand how this works for you in real-world scenarios:• Do you use dashboard personalization in its current form?• How do you manage updates when the master dashboard changes?• Would you find it useful to have a way to selectively pull updates while keeping personal changes?• Are there any specific improvements you’d like to see in how personalization works? We are considering redesigning the personalization mechanism as part of the Modern UI Dashboards update, and your input will help shape the direction of these improv

We are a construction and field service company.  We are currently running our own compliance software that we had custom built for us many years ago.  We have basically outgrown it, and the cost and time to maintain it has become burdensome.  We are looking for suggestions on something that will tie into acumatica’s field service and construction projects for doing hazard assessment, circle checks, inspections, etc. so we don’t have to maintain 2 systems like we are now (prevent duplicate entries and human error).  Being able to do it through mobile is a must.I have gone through the marketplace and there is nothing specific to this.  The only integrations that were close were some forms software, but they didn’t look like they talked nice to field service out of the box.I appreciate your help.Andrew

Hi,Does anyone use the Progression Live software with Acumatica? Our Service Manager mentioned that an API was developed and is working well on both sides to import and export data with Acumatica. I’d like to confirm if this information is accurate.Also, how is the performance of the integration in terms of speed and reliability?How stable is it over time—have you experienced any issues or downtime?Have there been any bugs, and if so, how were they handled?Finally, how do the APIs react to Acumatica upgrades—do they require adjustments or have they remained compatible?

Please check this link to know about deprecation of Authorize.net in Acumatica ERP.  Authorize.net Support and Deprecation in Commerce moduleAuthorize.net will be supported in Commerce module until there is a fully working solution for Acumatica Payments with BigCommerce and Shopify. This means customers can import the credit card payments from Shopify and BigCommerce into Acumatica as credit card payments without any issues.Customers canImport Authorized transactions from BC/Shopify to Acumatica. Capture in Acumatica/BC/Shopify Void in Acumatica/BC/Shopify Refund in Acumatica/BC/ShopifyWe are in the final stages of approval of Acumatica Payment with BigCommerce and Shopify. As soon as a we have a working solution, then we will announce when Authorize.net will be deprecated in Commerce module. Please let us know in comments if you have any questions.Update on June 30th 2025We have decided to continue supporting Authorize.net in both the ERP and eCommerce systems for our Retail Commerc

On the refreshable excel reports who can update them?me i’m able to update the excel(admin)But a user which can access to the GI cannot update the excel exported for a unknown reason.Thanks

I have create an action with PXAction on my Graph extension, I am trying to add this action on the grid header, after converting code to Modern UI, it is not showing on grid Header, although I have verified this action is added in view class in ts file like…--------------------ts file------------------export class EWPM3030 extends PXScreen {BatchFormulaMaterials = createCollection(BatchMatl);}export class BatchMatl extends PXView  {    AddPackagingMatl: PXActionState;}---------------html---------------<qp-grid id="FormulaMaterials_gridMatl" statusField="Availability" view.bind="BatchFormulaMaterials"></qp-grid> please let me know if anything is more required