Discussion Forums

I’m trying to add existing contacts to customers, my initial scenario created the contacts but didn’t assign them in the customer screen. I’m getting an error that lastname is required so it looks like the scenario is trying to create a new contact rather than add an existing one. Any advise please? 

We are experiencing a tax rounding issue with Service Orders. Does anyone have a workaround for this? I know on the Sales Orders you can Enable the Tax Calc setting but what is everyone doing for service orders? Thank you in advance. 

We would like to be able to add parts to a service order in the app via the bar code scanner.

Hi, we currently email invoices directly from MYOB, however, the template we were provided with isn’t great.Is there any way we can get into the “AR Invoice template” to amend it to suit our needs? Also, the body of the email isn’t great either, is there any way we can amend the “AR email template”.Thanks in advance. 

We currently import 2-3k orders per day from Shopify.  They import at a rate of about 360/hour or 10 seconds per order.  This usually keeps up, but with order updates and sales we can fall behind.  What rates are you seeing on your system?  Ideas are welcome, but trying to start with what are realistic expectations and what is possible.   

Hello everyone,I’m trying to add a custom action to the Generic Inquiry (GI) Mass Actions menu, but I haven’t been able to make it work.The custom action is defined in a graph extension as follows:namespace PX.Objects.PM { public class ProjectEntry_Extension: PXGraphExtension < ProjectEntry > { public override void Initialize() { base.Initialize(); cusMassAction.IsMass = true; } #region Actions // Mass Action public PXAction < PMProject > cusMassAction; [PXProcessButton(CommitChanges = true, Category = "Processing")] [PXMassAction] [PXUIField(DisplayName = "Cus Mass Action", IsDirty = true)] protected IEnumerable CusMassAction(PXAdapter adapter) { bool isMassProcess = adapter.MassProcess; foreach(PMProject project in adapter.Get < PMProject > ()) { project.Status = "S"; Base.Project.Cache.Update(project); } Base.Actions.PressSave(); return adapter.Get(); } #endregion }}The action works

Has anyone else had problems with modern UI for Acumatica screens that are customized?  We have discovered that when you create extension modern UI files for a screen like the Vendor screen, they won’t work because Acumatica forgot to include export statements on the TS file for the screen so that they can be referenced by ISVs TS file to include custom fields onto the modern UI.Also, the extension modern UI files don’t seem to be able to loaded into a customization project...just the files that are for non-Acumatica screens.  So, at this point, we apparently have to manually copy our files into the extensions folder for each screen and then edit the Acumatica screen TS file manually for every customized Acumatica screen for each of our customers? WTH?

Has anyone else experienced issues with labor recording since the 25R1 patch was deployed on 11/5?We use Acumatica’s mobile app for our shop floor employees to record labor time on production orders. Since the update, we’ve been unable to record any labor time. When attempting to access Manufacturing Clock Entry on the app, we receive the following error message:“Object reference not set to an instance of an object.”We’ve been in contact with our VAR, who has escalated the issue to Acumatica support, but we’re now into day two without the ability to record production labor.If anyone else is encountering the same issue or has found a workaround, please share.

Hello, anyone able to add the vendor ID to the stock GI. 

To all Acumatica users, if you’re in the one of these local areas or industries, please take a moment to join that group. That way you’ll be aware of upcoming events the group has. Please note for regional groups, we’re trying to keep the membership to those who are physically located in the each group’s area. Industry groups are open to anyone no matter where they are located.Regional: Acumatica regional user groups are groups of local users that meet regularly virtually or in-person. They are open to local customers and Acumatica employees. These meetings are intended to further the sharing of knowledge and product use through presentations, peer to peer networking, round tables, ad hoc discussions, etc. Each group is led by a coalition of customers.Industry: Acumatica industry groups are a place for customer networking around industry specific ideas, questions, discussions where you are most interested in another USER perspective. The vision is to provide the benefits of a regional

HI - I’ve got a problem we keep running into.  When we are viewing any sort of document to send (PO, Invoice, Shipment Confirmation), we are going to ‘Print Invoice’, verifying everything looks right, and then clicking Send to bring up a template. The problem is when doing so, this screen does not bring in customized recipients (Like additional recipients from a Customer Notification Grid). When we go directly to ‘Email Invoice’ without viewing first, the additional recipients work correctly.  Is there a way to get the Print > Send functionality to work just like the ‘Email Invoice’ functionality?

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 ActivitiesAcumatica × 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 MVPRSVP HERE Andrew Pistorius - Acumatica Community Featured Member for Nove

Expand below for Table of Contents:Overview Getting Started Anomaly Detection Mechanics Features and Capabilities Additional Troubleshooting Known Limits and Tips  OverviewIn Acumatica 2024 R2, we released a feature to detect anomalies to identify unusual numeric patterns in Generic Inquiries (GIs). It helps you spot data errors, process exceptions, and outliers that may indicate business issues. The feature analyzes numeric fields in selected GIs, compares values across defined groups, and assigns a severity level to each detected anomaly. ⚠️ IMPORTANT NAMING CHANGESStarting with 2026 R1, Detection of Numeric Anomalies in Generic Inquiries will be renamed to Anomaly Detection. The new name and structure will simplify our naming and unify the functionality across multiple modules, including GL Anomaly Detection—whose functionality will be merged into Anomaly Detection. To reduce confusion, the rest of this FAQ will refer to the Detection of Numeric Anomalies in Generic Inquiries as Ano

This is my mappingThis is the errorHere is the GICan anyone look at this and tell me what these ultimately means? Feels like I am close to something but need help. Do I need to map more for validation? 

Report DesignerI have this issue with Picking Report, the first two items get duplicated when I'm running the report designer.

I like how I can click the VIEW HISTORY button on the Automation Schedules (SM205020) screen to see when the Automation Schedule ran, how many records were processed, if there were any errors, etc.But I’d also like to know how long the Automation Schedule took to run. Something like an Execution Completed column with a Date / Timestamp would be nice.I’m trying to find out how long my Automation Schedules are taking. Some of them might only take 5 minutes, while others might run for over an hour. It’s important to know if some Automation Schedules are overlapping each other because sometimes you want to make sure that a certain Automation Schedule finishes before another certain Automation Schedule starts.Does anyone know if there is a way to find how long an Automation Schedule ran for?  

Looking to add a Generic Inquiry to the customer portal which shows any open projects associated with the business account of the user currently logged into the portal. Adding the GI itself to the portal is easy however, I am unable to find a way to construct a filter that would look at the currently logged in users associated business account. I tried using the AccessInfo table in the GI however this was unsuccessful. Has anyone attempted something like this with the Customer Portal and a GI? 

Hi,I have a client who needs to report GST in Canada on the Sales and Purchases side. However, they have multiple AP or AR line items under one invoice that could include GST and Non-GST items. I am having issues how to reflect both GST and Non-GST amounts on the Tax Details or Tax Summary reports under % Taxes in Acumatica. Here is an example of the Reporting Group I have setup on the Purchases (AP) side.  I have also created two separate tax zones for GST and GST Exempt here are print screen of those:   What am I doing wrong? Any help would be great.Thanks,Frances    

When my users are trying to upload Unit Cost from the file upload the data is not being uploaded.Unit Price works fine and I have noticed on the Columns mapping screen that Unit Price appears twice under Property name (Unit Price) which works and (UnitPrice) which does not. For Unit Cost I only have (UnitCost) listed and not (Unit Cost). I cannot find which Import Scenario fixes this. I have tried amending “Import Opportunites from Excel” scenario to add Unit Cost but it still does not appear in the mapping screen.

Hello everyone, I have a FieldUpdated handler for SOOrder.ShipVia which works fine, but upon saving, Acumatica throws the error ‘Another process has updated the ‘SOAddress’ record. if (e.Row.ShipVia == "W" && oldValue != "W"){ INSite site = INSite.PK.Find(Base, order.DefaultSiteID); if (site != null) { Address siteAddr = Address.PK.Find(Base, site.AddressID); if (siteAddr != null) { SOShippingAddress address = Base.Shipping_Address.Current = Base.Shipping_Address.Select(); if (address != null) { address.OverrideAddress = true; Base.Shipping_Address.Update(address); address = Base.Shipping_Address.Current; address.AddressLine1 = siteAddr.AddressLine1; address.AddressLine2 = siteAddr.AddressLine2; address.City = siteAddr.City; address.CountryID = siteAddr.CountryID; address.State = siteAddr.State;

I would like to grouped sales by parent/child in generic inquiry to use in a dashboard table. Can someone help with this?

Hello Everyone, I am trying to add watermark in paid invoices, Text box is working fine but i want watermark. I tried everything not getting the results. Please Help!

I have Header Filters for grid. I need to add Project Task field – Allow selection of more than one Project Task.How I can do this?

In this topic, I’d like to share with the community an approach I used to filter data by multiple values.It’s nothing groundbreaking, but I thought it might be useful for someone who runs into a similar scenario.Let’s say we need to create a new screen that displays all employees, where we can filter results by Department and Labor Item (with the ability to select multiple values).The final result looks like this:Modern UIClassic UIImplementationTo implement this, we need to declare the filter fields as follows:using PX.Data;using PX.Data.BQL;using PX.Data.BQL.Fluent;using PX.Objects.EP;using PX.Objects.IN;using System;namespace MyProject{ [Serializable] public class Filter : PXBqlTable, IBqlTable { #region DepartmentID [PXString] [PXSelector(typeof(SearchFor<EPDepartment.departmentID>), typeof(EPDepartment.departmentID), typeof(EPDepartment.description), ValidateValue = false)] [PXUIField(DisplayName =