Discussion Forums

Context:  We are matching purchase orders to vendor bills based on the amount. Since we are not implementing the inventory, we are not using the purchase receipts. The items used are non-stock items.Scenario: In our purchase order, we have a single line item with a quantity of 1 and the full amount entered. Our goal is to perform partial billing. We attempted to create a bill against the purchase order and tried changing the unit cost, because the Amount field is not editable. After releasing the bill, the Purchase Order status changed to Closed (cannot do any AP bill) . When reviewing the PO transaction details, the Billed Amount is shown, but the Unbilled Amount is not.  Question: Are there any steps we may have missed? Is there a known workaround  for this scenario?  Thank you in advance and appreciate your help.   

Hi together, i want to import Template Items with Inventory ID Segment Settings When i import the settings will be like this:   But thats here is what i need:  I hope you cabn help me with the mapping.Thanks

Good day, we updated our item weights from pounds to KG and volume to CBM,  Currently our open PO count about 800.  I would like to a suggestion on how we can update all of them at once without have to open each one, recalculate and then close.  Anyone ideas.  Right the PO if not recalculated after open has the weight and volume from when it was created.   Thank you.Evan

On the Requisitions screen, you can select a PO Type and create a PO from the requisition.  I want to add the same Project Drop-Ship option that is available on the Purchase Orders screen to the Requisitions screen.  I’ve added the Project Drop-Ship option to the DDL.  When I go to Create Orders, it fails (obviously) because there is no project ID on a requisition.  I added UsrProjectID to the RQRequisition table.  I clicked Create Orders after selecting my custom DDL item and it looks like the code is “trying” to do what I want, but the Project ID is not provided to action.  My thought is that I can override the Create Orders to provide the custom Project ID field I added.When I look at the code for Create Orders, all the methods that do the work to create a PO are protected.  It looks like I would have to practically rewrite the entire code base just to do what I am trying to do.I think I can do an override on a protected method, but before I dive into copying 1000 l

I’m sure there’s good reason, but every ERP including Acumatica that I’ve worked with loves to record all transactions as positive values.  Inventory tables line INTran at least have the InvtMult field that you can multiply your quantities and net costs by to tie out to the actual ins and outs of inventory.I haven’t seen a similar field in ARTran or APTran, so instead we’re doing a lot of “iif” statements in GIs based on transaction types.  It’s ugly, especially when you have to aggregate.We’re on 23R1 right now but working on moving to 25R1.  Is there a similar field in either version to the InvtMult field in Inventory?

Hello:We’re looking at the feasibility of converting to modern UI in production when it leaves the Beta.I’ve ran into several interesting things, but one that feels concerning in the long run.  It is common in our custom code to have DAC’s with properties decorated as the following example: [PXFormula(typeof(Selector<MyCustomClass.vendorID, Vendor.acctName>))]In classic UI, these formulas are calculated correctly as soon as the DAC is exantlated (as expected?).However, in modern UI, the above PXFormula is never calculated (verified with a break point put on an explicit setter).  This was a bit of a surprise as we were tending to approach the UI as being two different display layers - ‘views’ - built on top of the underlying model and controller.  Is this a bug?​​​​ If not a bug is the construction we are using deprecated or invalid and only working unintentionally? is there a pro

Hello Acumatica:I’m writing to inquire and discuss what companies are doing to capture data which is required, and will be required in states where EPR, Extended Producer Responsibility is being discussed.  Peerless-AV is beginning a study of what products we will need to report on all of our packaging, where it is being sold, and what our cost for compliance will be in each state.   One question is, what is Acumatica researching as far as solutions for EPR.  A second question is, how are companies handling this today? My understanding of the requirement is, the material that makes up our packaging will need to be broken down into the materials that fall under the requirement.  Then, based on how much of these materials are used in packaging a particular item, we will need to extend that to a project cost we will have to pay the governing body based on how much we ship to any particular state. Here is a website that discusses the regu

Hello,Hoping this is an easy one, I am trying to set/change the “From” to something other than Default on templates.  When I hit the magnifying glass, the only option is Default.  Is there something I need to change to allow the selection of another email account?  I have created email accounts for all users as well and still only get Default as an option.  

Has anyone created a quote process in the service module?Quote to sales order is working well in the main system, but I am struggling to make the same duplicate process for quote to service orders. Help please

Details on Lot number attributes to use this for the Supplier Serial Number.You can add attributes for an item of a lot or serial classThe Lot/Serial Details, ScreenId=IN2096PL Show the Lot number and Manufacturing number.The value of the attribute is only visible when you select the Inventory ITEM, Lot/Serial Details Screen.All other Attributes is visible on the CS Answer DAC. I am not finding the Attributes for the Lot Serial number and need to print this number on a label.How do we access the values?  

 Known Issue: The Project Accounting module stopped working on early morning 7/21/2025. Affected all customers who have The Project Accounting module. Root cause: changes in the the license feature switches that was fixed as of 7 AM EST. Actions needed: Hit the Update License button under the Activate License screen for this change to reflect immediately. We recognize the disruption this has caused and extend our sincere apologies for any inconvenience experienced Thanks,- Acumatica Licensing Team

We have found that the Mass Change form erroneously converts the UOMs in the BOM to the base UOM instead of leaving it as it was.  This is catastrophic for us who use UOM conversions on our Raw Materials that are defined as a 20’ EA on the Stock Item, but in the BOM we consume IN (inches).  In the below example the BOM was erroneously changed to consume 272.00 EA (272 20’ pieces) instead of 272.00 IN (inches).Anyone else out there that has experienced this? 

I have created a generic inquiry to track the last time stock was counted (this is to identify items that have not recently been counted).  It works well until I activate the parameter for warehouse.  If the user captures a warehouse, the parameter value automatically becomes cleared after you capture it.  Has anybody experienced this before?  I’ve attached the generic inquiry.Version:  2024R1Build: 24.109.0016

I have setup a restriction group for a warehouse based on a service technician. In native Acumatica if I go to the service order or appointment, click details tab and add an item all I see are those stock items that are associated with that warehouse no other items or warehouses. If I go to the app, and do the same thing in an appointment I see all items, it looks like the warehouse restriction group does not work in the app or I am missing something in the app setup. Any help is appreciated. Thank you to all. 

I have a business event that gets fired off a GI and I'm running across a issue that the event won’t fire because it says the ScreenID for that particular GI is not available in the system monitor. I have re-created that GI and given it a different screenID but that GI still won’t fire.I have checked the sitemap to confirm that GI is showing up and it is. I can run that GI without any issues or the newly created one with zero issues and my results are displayed.Is this a bug in a older version of Acumatica or any other recommendations?ContextScreenId = GI992709ContextUserIdentity = adminCurrentCompany = CompanyNameEventID = Scheduler_SchedulerThrewExceptionEventIdSourceContext = SchedulerException =PX.Data.PXException: Error: This generic inquiry does not exist anymore.   at PX.Data.PXGenericInqGrph.PrepareCaches(String id, String name, Dictionary`2 parameters, Boolean fetchSchema)   at PX.Data.PX

Hi, I am trying to setup an Adobe eSign in MYOB Acumatica instance by following this link MYOB Acumatica Adobe E-signI have already set the configuration in the Adobe side. But unfortunately, I couldn’t find the eSign in MYOB, and when I check it in the Access Rights by Licence Type, it is Revoked for all Licence Types.  How can I access the eSign functionality?

Hi Team, Please refer to the photo of issue I'm having with acumatica App. Fails to open work order says not connected to server. I have closed and reinstalled the app. 

For those who are unaware, there is a new archiving feature in 2023 R1.  This feature, currently limited to Sales Orders and Shipments, allows users to manually or as a scheduled process set documents as ‘archived’ in the system according to a configured time horizon.  The documents once archived are not deleted, but are labeled as archived.  The purpose of this new feature is to increase performance and not to decrease database size. “..Archived documents are not included in the results of database queries executed during regular activities, such as opening generic inquiries, lookup tables, or tabs that load a list of records.  As a result data retrieval performance improves.”  -- Acumatica ERP AdministrationAs an ISV developer, my team investigated this new feature to determine if our code would be affected.  Interestingly, we found that the logic that governs this feature is at a lower abstraction level than our code.  We discovered

We are trying to use the features of CRM and are stuggling to set up a Marketing Campaign. We are attempting to use CRM to market to existing customers and to prospects.  We have taken on a new product line and will sell the new product line to both existing customers and to prospects that we have not sold to.  We think we should treat both customers and propsects as “Leads” for this new product line. Is that correct? When we add customers and prospects to the Members of the Marketing Campaign, do we add them as a “Lead” or as a “Contact”? Any guidance is greatly appreciated.

Hello experts, Does anyone know how I can have the GI defaulted to a specific tab programmatically when it is executed? I have a GI that I am running it through an action with some default parameters. The GI has a PivotTable on it called “Employee Activity by Day” displaying Employees in Rows and Days of the Week in Columns. I would like when GI is executed through the custom action, is defaulted to this Pivot Table instead of the granular time activity of the default result tab.How can I do that?​@Dmitrii Naumov 

Hello Acumatica Support Team,We are encountering an issue with inventory label printing misalignment when using DeviceHub to send print jobs to Zebra thermal printers. The labels are triggered from Acumatica during the inventory receiving process and are based on custom reports designed in Acumatica Report Designer.Label Specifications:We have created three custom reports with the following label sizes and formatting: Large Label: 3.00” x 4.00” Medium Label: 1.25” x 2.75” Small Label: 1.00” x 1.50” All layouts include spacing of 1/16” from the top and 1/8” from the bottom, with no left or right margins, to match our physical label stock and printing requirements.Issue Description: When previewed as PDF within Acumatica, the labels render cor

We are updating our products and would like to remove large groups of stock items from their associated template IDs, modify the Item Class and Template Items, and then re-attach the stock items to their updated TemplateIDs.  We understand how to associate products to the template IDs, but cannot determine how to delete the Template IDs from each Stock Item to remove them from their templates. We have tried setting the value of the Template ID = NULL, = (nothing) , and =String.Empty .  Does anyone have some pointers on how to remove these via import scenario? Patrick 

I have an expense receipt upload for a client that works when I import the receipts, but after you claim the receipt, it does not allow you to mass “submit the claims”. I have no approval maps needed. I tried to create an import scenario to import them as expense claims instead but I am getting an error that states the button is disabled. Save, submit, and claim are all disabled. I want an easy way for the customer to upload the expense without having to submit each one individually. Does anyone have a solution?Thanks

I am trying to create a printable report with  Service Contract information. I am specifically trying to filter the data in the FSContractPeriodDet table by CreatedScreenID. I am able to filter this data from EDIT REPORT after the report is open, but I can not get a filter to work for this directly in the report it’s self. The ScreenID I am trying to filter is FS.30.57.00. I am assuming there is a different ID value or something that is actually saved in the database and not the actuals ScreenID.Does anyone have any insight they can share?

Hi everyone,I’m currently working with Acumatica and trying to expose a custom table via REST API. I created a custom API entity and endpoint, but the API Create Record doesn't work.I'm using   Post {{url}}/entity/webOrderTaxComparison/22.200.001/webOrderTaxComparison/Save  Body:    {  "Entity": {        "WebOrderTaxComparisonID": { "value": 2 },        "WebOrderID": { "value": "WEB006" },        "AcuOrderID": { "value": "ACB006" },        "AcuTaxTotal": { "value": 95.50 },        "WebTaxTotal": { "value": 95.75 }    }}    or     Put {{url}}/entity/webOrderTaxComparison/22.200.001/webOrderTaxComparison  Body:  {        "WebOrderTaxComparisonID": { "value": 2 },        "WebOrderID": { "value": "WEB006" },        "AcuOrderID": { "value": "ACB006" },        "AcuTaxTotal": { "value": 95.50 },        "WebTaxTotal": { "value": 95.75 }