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Hi everyone, I need some help with an issue related to address and contact information. They have somehow turned into different characters. Additionally, when I tried to publish a customization to another instance, the same issue occurred. Even after unpublishing all customizations, I can't revert it. All the Customers address, and contacts became like this.Does anyone have any idea what's happening? Thanks! 

Hi all — I’m looking for a GI pattern to display weekly totals of specific day fields from EPTimeCardSummary (e.g., Sun, Mon, …) only when IsBillable = true, including combos like Sun+Sat or Sun..Mon — but without using Group By on the main grid (I need to keep row-level detail intact). Available fields: EPTimeCardSummary.IsBillable (bool/bit) and EPTimeCardSummary.Sun..Sat. What’s the recommended approach to surface these weekly billable totals on an ungrouped grid (e.g., self-join to a grouped alias, other best practices), and any example expressions you can share? Thanks!

I know of two ways to accomplish this:Enable SyncPosition on the grid which will trigger the RowSelected event in the graph Use the TypeScript CurrentRowChanged eventHere’s the problem: all the examples in the docs are for base screens, not customizations. I need to do this for an existing grid without SyncPosition enabled.I tried defining it in an extension of the original class:@gridConfig({ syncPosition: true})export class DXCostBudgetExt extends CostBudget {This didn’t seem to change anything. I also tried to write a TypeScript event handler for CurrentRowChanged, but again, the docs only specify how to do this with the base class, not an extension class. I tried several variations of this, and nothing seems to work:@handleEvent(CustomEventType.CurrentRowChanged, { view: "CostBudget" })onCostBudgetLineChanged(args: CurrentRowChangedHandlerArgs<PXViewCollection>) { const ar = args.viewModel.activeRow as DXCostBudgetExt; //const model = (<any>args.viewModel as Co

What would be better structure when using the configurator in Acumatica:1.- Have a base unit “configurable part number” with multiple options.2.- Create a blank part number “model” and everything else, “base unit” + options setup as selectable options?

Is there a way to combine multiple lines of a Sales Orders into a single entry? I thought it might be possible to have multiple joins with SO Line Nbr being the criteria for each one, but I can’t seem to figure a way to have a number be a join criteria. Is there a way to do this?

I’ve noticed that if I save an AR invoice where I entered a subaccount manually and then change the salesperson, the system replaces the subaccount I had entered manually. Is this a normal behavior?

Trying to preform a lookup in an import scenario and have it update the line that matches the SoftwareID on the BAccount. BUT instead of it creating a new line if the lookup doesn’t generate a match, I want it to do nothing and skip it. How does one bypass this functionality of it creating the new line?   

Hello, I am getting an error when trying to create a purchase order from my Production Order. The Purchase order contains two non-stock items and upon “Processing” the Purchase Order I get two errors, one for each item, and the PO is never created. This only appears to be issues with Non-Stock items. Thoughts?

Is there a setting or other method to restrict item purchasing ONLY to vendors listed for an item AND marked as “active”? I’d like to be able to turn on/off the ability to use a vendor for specific parts. In this instance, we are creating the POs manually, not via automation. Currently, I can create a PO for any part and any vendor, which has led to some mistakes. Ideas?

Trying to get Vendor inventory ID added as a column under Stock items.  So the DAC and appropriate relations would need to be added to the GI. If I check the DAC references, I see an outgoing reference: But I don't see a corresponding reference in the InventoryItem DAC. 

Hi Community,I’ve been working on resolving the Outlook Add-in issue related to the February 17, 2025 change (legacy authentication tokens being turned off). I have carefully followed all the steps outlined in the knowledge base and community posts, including: How to resolve the issue when users are unable to sign in to Acumatica Add-In for New Outlook on Windows Known issue: Starting 17th February, 2025, Acumatica Outlook Add-in may stop working Steps I’ve already completed: Upgraded Acumatica instance to the correct supported build. Enabled OpenID Connect in Acumatica. Registered the application in Microsoft Entra with redirect URI, API scopes, and permissions. Created the OpenID Provider in Acumatica with the correct Tenant ID, Client ID, and Client Secret. Installed the new Outlook Add-in using the updated manifest. Problem: Despite all of this, the add-in still does not work. I either get [describe your exact error: blank screen, token error, redirect loop, etc.].Questio

We have a customer that prefers us to master pack--packing several small boxes into a single larger box--so they don’t receive so many individual packages.Here’s our current process:In Acumatica, we pack everything into small boxes (for example, a box with carton ID C01) and enter the contents and weight for each small box. We can usually fit about six C01 boxes into one larger box, a C08. We then move to ShipRush (third-party shipping software), where we enter the dimensions for the large/master box (the C08), generate the FedEx shipping labels, and manually add the master box with the tracking numbers back into the shipment in Acumatica. In Acumatica, we use a dummy Ship Via (ShipRush FedEx), instead of FedEx Ground, so it doesn’t automatically populate tracking numbers.This method works, but it feels clunky.My question:Is there a way to master pack directly in Acumatica without relying on ShipRush? For example: could we create a special carton ID (like “CIP”-carton inner pack) and h

Would like some help to create a customization to make the Account Email and Phone Numbers under a Customer’s Additional Contact Info auto-populate the info for the Primary Contact and vice versa.When a user types info into the DefContact.EMail field I’d like it to auto-populate in the field PrimaryContactCurrent.EMail field and vice versa. When a user types info into the DefContact.Phone1 and DefContact.Phone2 I’d like it to auto-populate in the fields PrimaryContactCurrent.Phone1 and PrimaryContactCurrent.Phone2 and vice versa. 

We have run into an issue where our purchasing agent went to create a drop ship purchase order but only selected one of the two items needed for the order. Once realizing this they deleted the purchase order and unlinked it from the SO as prompted, but doing this causes the item attached to this deleted purchase order to no longer be listed when going to create a new purchase order. The item is still marked for PO as Drop-Ship in the Sales Order and doesn’t show it linked to any PO. I am unable to find a way to manually add these to a drop-ship order either.

In Report Designer, I am able to change the ExportFileName to be what I want, (mostly just including the Reference number in the file name).  Which works when generating the file from the Invoice/Memo Report screen AR641000.  However, if an invoice is processed and the email template sends out to the customer, it includes the same Invoice file, however the file name is overridden. And only contains, Invoice_Memo -(9-12-2025).pdf. Is there any way I can stop this override from happening? Or some spot in the email template named “InvoiceNotification”  I don’t see anywhere that I can change this, the only Report Parameters I can put on the attachment is Document Type and Reference Number. I cannot add a line for the file name.  

Is it possible to set up an approval map for the following scenario: any credit or debit memo for AR Invoice where the amount of write on or write off is $5K or over. In this case the approval has to go to the manager before the document can be released. I have tried a few approval maps but it never trigger the approval, so not sure what I am doing wrong. Version 2024.1

I have a GI showing shipment lines, I'm grouping by Shipment number. The I want to show the MAX aggregate value for a boolean field on each line, but its not working for every shipment line.I tried creating an IF formula to display as 1 or 0, but you can't aggregate a formula.Any ideas?

looking to create a dashboard that shows the subtotal for sales to date vs last year for the entire company and also the option to break it out by branch. 

I am trying to input budget data for  new project. On the project budget profile screen the task description field is blank.  How can I get that to appear?

I ran into an interesting issue whereby my Last Statement Date wasn’t updating anytime I would Prepare Statements.  Normally it is supposed to remove the statement cycle if it is no longer relevant to the list, but it would always remain. I’m not 100% sure of the cause of that.However, I recently tried preparing the statements again, but for the last statement date that it was stuck on. After that one cleared from the list I tried the next statement cycle, but I think you can actually jump straight to your current date for preparing statements. After that point, I didn’t run into any issue and now my Last Statement Date is keeping up with my current cycle.

The business provides configured to order Sales Quotes to customers, There can be a number of different configurations on a Sales Quote.Due to the sales process, Sales Quotes can be in draft for up to 6 months, before they are won and converted to a Sales Order. Within this time frame, it is common for the Engineering to create new revisions for the configured items.This is issue is that on many occasions, at the time of conversion, the configuration revision on the quote has been superseded  is inactive and the configurations have to amended to activate the relevant revisions on the Sales Quote to convert to a Sales Order.Would anyone know if there is a workaround or remedy for this situation? 

Hi Acumatica,I tried to test the Acumatica AI Functionality in my Local Server.But I don’t see any features yet.Is there a way to test or check the AI Functionality in Acumatica aside from the Local Server?Thank you! 

Hi all,I’m exploring integration of Bitcoin payments with Acumatica. Seeking to gauge interest. Let me know in comments or PM me if you’d like to chat. Thanks! 

Looking for a good solution to implement cross-docking processes in Acumatica.   Basically, we pull inventory available to a “stage” or “picking” location for a SO then wait for other SO items to come in on a PO that should get cross-docked to shipping and get married with the “stagged” inventory quickly.  

I’m trying to set up the Teams plugin, however, when I get to the point of signing in in the user settings and click sign in, a popup displays says that login was successful, then the user tab refreshes, without ever connecting to Teams (as evident by the lack of connection elsewhere.) I’ve attached a video of trying to login below. Is there some step we missed that might be leading to this problem?