Discussion Forums

Hello, We are running into an issue with Lot Size. From our supplier, we need to order item A in multiples of 144 (closed cases), so we use Lot Size 144 under the Vendor tab of the Stock Item. We have three stores that Replenish from our main warehouse. For Item A, each store (a different warehouse) has a Reorder Point of (say) 3 and a Max Quantity of 6. When we run a Prepare Replenishment and a Create Transfer Order the replenish quantity defaults to the Lot Size of 144.We cannot have a full case (Lot Size) on our shelves. How can we tell Acumatica that Lot Size is only for Purchase order to our supplier, and that Transfer Orders to our stores do not need to be in full LotSize? Regards  

Hi All,    Is there anyone with you able to create a generic inquiry with the Relationship for SOOrder, CROpportunity, and AMEstimate. I am trying to create a generic inquiry where i can see what is the estimate cost, and the created SO Unit Price for per specific project.  Thanks 

If a user does not have any previous Time Clock entries created in the browser, the mobile app does not have an option to + Add a new entry.I’ve seen demos in YouTube that show a + button to start new entries.We checked settings and user rights.The user can create new clock entries in the browser, but not in the app.Any suggestions? Thanks 

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 one.  While this seems to be on topic and is marked as Solved, I have not found a working solution.  If someone has been able to get this working, I would be grate

Is there a way to link manually create debit adjustments to the associated PO without using PO receipt feature?For example when reversing a bill it automatically links the PO and you can see this adjustment on the PO history tab on the PO. However when creating manually it seems to just link to the Bill directly and therefore when on the PO you may miss that there has been an adjustment made to the Bill.

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?  

When a user enters a sales order and selects some stock items, the Marked of PO check is defaulted to check.  The scenario did not occur for all items; not verified. I tested a few; see below.  It this setting?  Or something I can turn off.  I causes order processing confusion and errors; also you can create a shipment without unchecking the box.  (We do Dropships and Direct Import orders that do require a purchase order to be generated.Thank you for your assistance.

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?

Dear Acumatica Team,I am following same instructions for learning T190 course. I want to create custom field for Repair Shop, But when i follow same instructions, and go to click on Customize button, I am getting error below.An unhandled exception has occurred in the function ‘MoveNext’. Please see the trace log for more details.When i go to check log trace, i am not getting any information from Log trace. There is no any item available for that. Please find attachment for the same.Please help me to fix this issue.Thanks & Regards,Mike Waugh

Hi everyone,I’m looking for clarification on how the Project Preferences → Account Settings (specifically Expense Account Source and Expense Subaccount Source) work when creating a normal Purchase Order linked to a Project.Here’s the scenario I tested: In Project Preferences, I set Expense Account Source = Project. In the Project Task, I defined a specific Expense Account. When I create a normal PO with a Non-Stock Item and link it to that Project/Task, the Expense and Accrual accounts still default from the Item Posting Class, not from the Project/Task. However, when I create a Project Drop-Ship PO, it correctly pulls the account from the Project/Task. Could someone please clarify: At what stage does the “Expense Account Source = Project” actually take effect — during PO entry, PO receipt, or AP bill release? Is this behavior expected for normal POs (that it still uses the Posting Class accounts until the cost posts to the Project)? If we want the PO line itself to use the P

My customer wants to be able to select items in the Selected Inventory Items grid and add them to the Excluded Inventory Items grid without having to add them one at a time.I created a custom checkbox and an action to do this.  However, I cannot get the checkbox field to be enabled. The grid has a Details skin, so that shouldn’t make the grid read only.I tried adding code to the row selected handler for the grid but it is still disabled.protected virtual void InventoryItem_RowSelected(PXCache cache, PXRowSelectedEventArgs e, PXRowSelected baseHandler){ var row = (InventoryItem)e.Row; baseHandler?.Invoke(cache, e); PXUIFieldAttribute.SetEnabled<SCGCInventoryItemExt.usrExclude>(cache, null, true); Base.InventoryItemsToLock.Cache.AllowUpdate = true;}I tried it as shown above and also without using the baseHandler but no difference. protected virtual void InventoryItem_RowSelected(PXCache cache, PXRowSelectedEventArgs e) { var row = (InventoryItem)e.Row; PXUIFieldAttribute.SetE

Hello,I am trying to use an import scenario to import our initial inventory test tenant.Does someone have a .xlm import I could use as a template.Thanks

Is anyone populating Box 6 on 1099-NEC or Box 17 on 1099-Misc?  State/Payer’s State NoIs there a field in Acumatica that we can populate that number?  Or are people just adding it to the report? Thanks, Justin

Hello!When the system was locked to take a snapshot, the automation schedules were changed to an Inactive status. This was identified only after a few days, and the schedules had to be manually reactivated.Could you please advise if there is a best practice for handling this situation, or if there is a way to automatically reactivate the automation schedules after the system is unlocked?Additionally, please let us know if there are any other areas affected by locking the system, such as Device Hub, or any other integrations or background processes we should be aware of.Thank You

Is there a way to bulk download saved PDF invoices?

I have a very strange problem with Modern UI. Here are the steps I take to get it: I create a sales order, set a kit, explode it, then without saving it, I create a new line with any item. When I try to set a QTY, it throws an object referencing error and role back qty to 0 on the tab and resets the QTY back to zero. This problem is related to Modern UI because Classic UI doesn't have this problem.protected virtual void SOLine_OrderQty_FieldUpdated(PXCache sender, PXFieldUpdatedEventArgs e, PXFieldUpdated baseMethod){    baseMethod?.Invoke(sender, e);    SOOrderEntry soGraph = (SOOrderEntry)sender.Graph;    SOLine row = (SOLine)e.Row;    if (row == null)        return;    BZSOLineExt rowExt = PXCache<SOLine>.GetExtension<BZSOLineExt>(row);    if (rowExt == null)        return;    switch (rowExt.UsrBZExplodeState)    {        case null:            return;        case BZExplodeState.Never:            return;    }    if (soGraph.IsContractBasedAPI || row.InventoryID == null ||

I'm facing a validation issue when trying to use the CopyChildLink attribute on a field that has its selector overridden in CacheAttached.         [PXRemoveBaseAttribute(typeof(ARInvoiceType.AdjListAttribute))]        [ARInvoiceTypeExt.AdjList]        protected virtual void _(Events.CacheAttached<ARPaymentTotals.adjdDocType> e)        {        }        [PXRemoveBaseAttribute(typeof(ARInvoiceType.AdjdListAttribute))]        [ARInvoiceTypeExt.AdjdList]        protected virtual void _(Events.CacheAttached<ARAdjust.adjdDocType> e)        {        }        [PXMergeAttributes(Method = MergeMethod.Replace)]        [PXDBString(15, IsKey = true, IsUnicode = true, InputMask = ">CCCCCCCCCCCCCCC")]        [PXDefault]        [PXUIField(DisplayName = "Reference Nbr.", Visibility = PXUIVisibility.Visible)]        [ARInvoiceType.AdjdRefNbr(typeof(Search2<ARInvoice.refNbr,            LeftJoin<ARAdjust, On<ARAdjust.adjdDocType, Equal<ARInvoice.docType>,                And&l

Hi everyone,I'm having an issue with automatic tax calculation in Sales Orders (SO301000).The scenario: When I create a new Sales Order and select or change a Customer, the Tax Zone is correctly pulled from the Customer profile (Shipping tab) and updated on the Financial tab of the Order. However, the Taxes tab remains empty. 

Hello Experts, i am getting stuck in one of the generic inquiry where total qty is in decimal places so i need to round the decimal value to rounded value. Attached the decimal value . 

 I will return this purchease receipt

The action dates for the purchase items shown in the inventory planning display do not match, even though all the purchase items within the box are used to manufacture the same item for the same sales order. Additionally, no lead time is specified for these purchase items, and there is no available quantity in the warehouse. 

Let's say I have three different companies: A, B, and C.I have also enabled "Customer and Vendor Visibility Restriction".Company A has customers A1, A2, A3...Company B has customers B1, B2, B3...Company C has customers C1, C2, C3...I have an external processing center that adds customer payment methods to these customers, regardless of which company they belong to, processing them uniformly.Then, I use an Automaton Schedule to synchronize this processed data.My problem is, using my administrator role (which has access to A, B, and C), no matter which company (A, B, or C) I create the job in to synchronize customer payment methods, there are always issues. For example, if I create the Automaton Schedule in company A, it cannot synchronize B1, B2..., C1, C2..., because the Import by Scenario function throws an error, stating that B1, B2... cannot be found in the system.Is there a way to circumvent this problem? Do I have to create separate Automaton Schedules for A, B, and C, and then di

Greetings all,Very curious to know if someone has accomplished this (ideally using out of the box platform tools).  The mission is to launch a custom URL to an external site from within Acumatica. Two valid options:Workflow button with custom action that launches the URL when the operator clicks the button UDF with an embedded hyperlink that operator can click.This functionality would need to live on the Sales Order screen. Either the Sales Order workflow would have a button that launches a specific URL, or, the Sales Order Line UDF would include the hyperlink. I do see two possibly related (older) comments but am curious about current state.This post addresses the External URL redirect and some problems with it:This post links to a feature that was requested 10 YEARS AGO with comments as recently as 7 days ago. If anyone has suggestions I’d be curious to hear.Quoting the original post, FYI the asiablog link returns a 404 error; so not even usable as a reference.I will gloss over the a

Microsoft is moving into the second phase of deprecating the Classic version of Outlook in April of 2026. The cutover date is still unknown but coming down the road. Please refer to this article: when will classic outlook end - Microsoft Q&ADoes Acumatica have this on its roadmap to update the Outlook Add-in to also work with the new version of Outlook? It currently does not! 

I wanted to share a setup I created to be able to use a list of IDs as a filter for GIs. It’s very flexible and can be used for Inventory IDs, Customer IDs, heck, anything, really. The general idea is to create a dedicated Import Scenario that does nothing except provide a place to load a list of records, and then join that list of records with the inquiry to act as a filter. The Data Provider and Import ScenarioCreate a simple data provider that has only one column. I find it convenient to name the tab ‘Data’ so that you can use exports from Acumatica fairly directly.Also helpful if you name the column ‘Inventory ID’ or the like if you intend to only use this for inventory items, again for export compatibility.Then create an empty Import Scenario which uses this provider. Publish it as its own screen someplace out of the way if you want finer control over permissions.No action lines in the mapping required! The sub-GINow that the setup is out of the way, here’s the crux of the trick: