Discussion Forums

Hello! I am no expert in C# in customization projects so all my knowledge is based on ChatGPT, which has been super helpful so far. We have a UDF currently made available on the SOLine on Details tab. It is a string data type and is a drop-down combo box. The goal: this UDF should only be editable when the item on this SO is in a specific item class (CUSTOMNS). If the item is not in this item class, then the field should be locked and not editable.I have pasted the codes below, open to any suggestions. I am able to publish the project, but with what I have, the field is locked and not editable regardless of the item class. Thanks in advance! The UDF code is:[PXMergeAttributes(Method = MergeMethod.Merge)][PXStringList(    new string[] { "MCC", "FORMENS", "JTex", "HongKong" },    new string[] { "MCC", "Formens", "JTex", "HongKong" })][PXUIField(DisplayName = "Factory ID", Enabled = false)]I also manually added a SOOrderEntry Graph Extension: using System;using PX.Data;using PX.Objects.SO

We’re struggling with visibility around international shipments in our Distribution Center. Right now, both the supervisor creating the pick lists and the pickers themselves often don’t realize an order is international until it’s too late. As a result, shipments sometimes leave without the proper customs paperwork.Most of the time, our pickup drivers are good at catching this when they load their trucks, but I’d like to eliminate the risk before it gets that far.What I’d like to do is:On the Create Pick Lists screen: make international shipments stand out more clearly (e.g., highlight the line a different color or display an icon/flag). On the Pick List report: add a bold header message like “INTERNATIONAL SHIPMENT--CUSTOMS PAPERWORK REQUIRED” that only appears when applicable.I’m not sure if this is best handled through Report Designer (and if so, which field to pull from--Ship-To Country?) or if there’s another way to flag international shipments directly in the screen.Has anyone im

So i am build this report in the report designer.On this report the data type of {SOPackegeDetailEx.CustomRefNbr1} is a ‘string’.For some reason it's not working in the ‘sting’ mode but the moment I change the data type to “integer” it works.I check the data source of the data and it is “string”.I am not sure what i am doing wrong.this is the data source. 

Hello All, I am trying to add a GI to the side panel of the Customers screen. The goal is, when a customer is selected, then the inventory totals that customer has purchased show on the side panel. I know this is possible, as we already have something similar setup.  I have setup the GI for Customer screen the same way as the other side panel setup, but I am not getting the required result. Please help!

Hello all,I have a scenario where I would like to record a payment against a PO via credit card as the vendor required upfront costs. We then have the AMEX defined as a liability for this so, then we pay the AMEX. So its like instead of debiting the record again I would like to debit the liability.How can I achieve this? Is it like under the I define the AMEX as a cash A/c under a liability GL account?Let me know your thoughts on this.Thanks.

Hello all,the customer would like to put an hyperlink into a word, in an predefined text element. He wishes to set an sentence like “… klick here...” and the “here” should contain the link.I tried as follows, but when i click “insert it just puts the full link in and not the link in the word:marked the word insert->link from web put in link insertThe happens: Is it possible to put the link into the word and if yes how?Greetings

After a recent upgrade I’ve noticed that the two checkboxes for Require Receipt and Require Shipment are missing from our Non-Stock ItemsThe fields are still populated with a value and I can see those values through a GI, but there are no fields to edit or modify on the Non-Stock item itself, nor can I access them via a mass records update or import scenarioWe have a few minor customizations to Non-Stock items but nothing that should impact these fields Is there anything I’m missing from a settings or configuration stand-point that might be causing this?  

Hi, I am a Newbie in AcumaticaI need to export in an excel format the full General Ledger, please can somebody tell me how?Regards 

Hello,I’ve added a user-defined field to the Journal Transactions screen and would like to move it to the Document tab. We previously opened a case with customer support, and they confirmed that this isn’t currently supported - but mentioned it may be available in future versions.Our client is using Acumatica 2025 R1. Is there any known workaround or customization approach that would allow us to reposition the field to the Document tab?Any insights or suggestions would be greatly appreciated.Thank you!

Hi All,Here is my superficially simple question. For an import scenario that I have with the Item Warehouse Details screen, IN204500, I am getting this error: Field: Default Issue From, Value: M      , Error: 'Default Issue From' cannot be found in the system. Can you modify my import scenario so that it does not throw an error and properly loads a record to the item warehouse details screen? Our warehouse locations have 4 segments (1 char, 2 char, 2 char, 2 char)Here is a screenshot of the import scenario:     I have attached the import scenario as well.

I am trying to create a data view and widget to show management all AP bills that have gone into the system for employee expenses filtered by date and to show them GL expenses accounts on it. 

Good morning allI have just realised that my Description on AR invoices, that have already been posted is incorrect.  Is there anyway I can change it, without having to reverse invoice etc.  I need it to say 2025 not 2040…..thanks heaps  

Having an issue with adding the tax registration ID attached to a customer location.   

I created a GI that pulls a specific set of sales orders that are ‘Ready to Process’ that I want to regularly clean up by marking ‘Set as Processed’ since these records will never get processed automatically again.Is it possible to use an import scenario and this GI to mark these prepared Shopify sales orders in the sync history as processed? 

Hi Team The issue is the approver column. It shows the wrong approver when the approver is a level 2. See example screenshot below. The approver should be Carlos instead of Virginie.         

Hi Team, The hierarchy of posting.  Item-Level Accounts Take Precedence → If the GL Account is specified in the Stock Item, it will be used before checking the Posting Class. Transaction Overrides Are Always First→ If an account is manually set on a transaction (Receipt, Bill, Invoice, Adjustment), it overrides all other settings. Posting Class Acts as a Default → The Posting Class is the fallback if an Item does not have a specific account. Warehouse Accounting Can Affect Posting→ If enabled, Warehouse-Specific GL Accounts may override the Posting Class. Company Defaults Are Last Resort → If no account is found at the Item, Posting Class, or Warehouse level, Acumatica uses the default GL accounts from Inventory Preferences.I’m consolidating the “gl account lookup” logic in Acumatica and want to confirm the correct hierarchy of determination. Here’s my proposed ladder of precedence: Transaction-level override (manually set in the document) Item-level GL account (if defined on the sto

Hey team,Is it possible to create a shipment on hold for specific customers? its like the rest of the shipments would be created under Balanced status but there are some customers for which they should be created on Hold. I know of biz events, import scenarios but anything apart from these?

What does SAVE TO CLIPBOARD do in Templates? There is no PASTE function. ???  

I set up a Powershell script to load images to customer accounts from a folder.  This is a process that will happen once per year.  I would prefer to replace the file with the same name rather than create a new version of the file on subsequent uploads, but Acumatica does not support replacement via the PUT command.  I added a delete operation for each file beforehand, but the operation always fails with a 500 internal server error.  I have the Admin role, but I believe the failure is security related based on the message “Operation is not valid due to the current state of the object” from testing the same operation in Postman and after reviewing the Access Rights tab under File Maintenance. Whether I upload a file via the Customer screen or via the REST API, file maintenance shows ‘View only’ as the access right, but I can delete the file via the screen from the customer account without any issues.  Where would the “View only” right be inherited from and why does it seemingly only app

We had a production order completed without doing the final move. So the Order is in completed status. We would like to move this into inventory. What is a good way of accomplishing this? 

Hi,I’ve recently started a new job, and this is my first experience working with Acumatica. Since we do not have an internal team for Acumatica, I’ve taken on the task of modifying a Generic Inquiry to better suit our needs.Currently, I’m facing an issue with a Generic Inquiry for Sales Orders with multiple shipments. The problem is that we are seeing duplicate lines in the inquiry. Specifically, the Sales Order lines are not being correctly linked to the Shipment lines, resulting in each item being displayed multiple times—once for each shipment associated with the order.I have attempted to adjust the table relationships in the Generic Inquiry but have not been successful in resolving the issue. The duplicate lines are causing discrepancies in quantities and amounts, leading to overages in our reports.Could someone please provide guidance on how to fix the table relationships to avoid these duplicate lines? Any assistance or advice would be greatly appreciated.Thank you in advance for

I am having some challenges copying Dashboards in 2024R1.In 2023R1, when a dashboard is copied and pasted to create a new dashboard the system automatically assigns a new screen ID that is separate from the original DB.  This is exactly what I expect to happen. In 2024 R1, when a dashboard is copied, pasted, and then saved then “View” is clicked, the site redirects to the Welcome Screen.  In another scenario, if I attempt to copy, paste, and publish the copied dashboard with a new screen ID it creates the new screen ID but deletes the original DB.Does anyone have the exact steps on how to copy a dashboard in 2024R1?

Is there an easy way to get the Project Address to auto-populate with the Default Location (the shipping Location ID specified on the Opportunity)?  

Hello everyone,I have upgraded a customization project to 25R2.Previously, in 25R1, custom screens were hidden when the corresponding feature was disabled on the Enable/Disable Features screen. (Customization project contains a Features.xml file that lists these custom screens).Now, in 25R2, if the feature is disabled, I can still open the screens; however, they are blank and only show a title.I can't find any information about this change in the Release Notes. Is it possible to achieve the previous behavior?

I want to release fixed asset. But this error occured. How to fixing this? So I can release the asset