Discussion Forums

Analytical reports already have automatic page breaks with repeating header. But how can I make it insert the break so that sections remain whole. By “section”, I’m referring to Assets, Liabilities, and the subsections within such as Fixed Assets or Long Term Liabilities. Our sections are represented simply with a row inserted using line type “caption”. Then there is “total” row at the bottom of each section.I know a precise break location can be set but that’s not what I want. We have multiple branches. Some are very active with lots of subaccounts, while others are nearly dormant and use almost no subaccounts. I don’t want to see the same page break location for all of them. Those dormant branches won’t need a page break at all. I’m hoping there’s a way to make Acumatica dynamically insert a page break based on the row type. If all rows between “caption” rows can’t be displayed, then it would insert a break and begin page 2 on the next caption row.   

has anyone been able to use the decision wait time on approval maps?What happens when the decision wait time expires what happens to the pending transaction?I set my wait time for 10 minutes and nothing happened, I was still able to approve it after the ten minutes.Do i need to set something else up?

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 Idea Management UpdatesGreat News - we've made it easier for you to track your ideas. We've simplified how we categorize them - so now there are fewer, clearer options. That means you'll be able to see exactly where your suggestions stand. 

Hi community, I am trying to setup a few financial reports to email weekly out of the system, and I know I need to save the template and then schedule the template. The issue I am running into are the financial period parameters. Is there a way to set a template that dynamically pulls in the current financial period so that I can then put that template on a schedule? Otherwise, I don’t see a way around having to create a template for each period which wouldn’t work in the long run. Thank you,RJ

Hello - I have see topics discussing the outlook plugin being blank, but the resolutions have not helped. My plugin used to work and now does not. I have removed the add-in, reinstalled it. Closed, opened, restarted. I have one other person where this is the case as well. Most others seem to work fine. Any thoughts?   

Hi Everyone,We use Google chat for internal company communication. Links we copy and paste into google chat do not populate correctly. The hyperlink display text is exactly what the URL should be but once it is clicked on, it populates this (W(20653)) string after the .com as “/%28W%2820653%29%29/”ex:hyperlink:https://company.acumatica.com/(W(20653))/Main?CompanyID=Roofed+Right+New&ScreenId=00000000What

When creating a purchase order through Inventory Planning, I am receiving an error that my PO line detail Warehouse does not match my Purchase Order Shipping Tab Warehouse. We have not set a default warehouse for the Vendor or Vendor location because this Vendor has one Location ships to multiple warehouses. What is the best way to have the Shipping Tab Warehouse automatically match the Purchase Detail Warehouse when creating a PO from Inventory Planning?ERROR: The warehouse in the line differs from the warehouse on the shipping tab.   

Hi Everyone,I am having problems when trying to do a Funds Transfer. My Journal transaction for the Cash In Transit Offset is coming with the wrong subaccount (20-000) instead of using the branch the user is currently on (10-000). It is using the default preference from the Cash Management Preferences, because it is currently a required field, however I would like it to just pick the correct subaccount based on the branch. Would someone be able to help?  Regards,Clauber

As a user, I would like to see not only the item ID in the scan message, but also the description. Does anyone know how to extend this? Unfortunately, I did not find anything in the attributes of the Message field. 

Hello friends!My customer wants me to change the auto numbered value for a Shipment to be the Shipment Number + the Customer ID (acctCD).They promised that the acctCD for a customer is never going to be more than 5 characters.  The shipment field is 15 characters so an example would be SHPXXXXXX-JOE1I am trying to change the Shipment Nbr that is created when the Shipment is saved.  I am using the RowPersisting event to do it.However, even if I invoke the base handler at the start of the method, the ShipmentNbr field is still “<NEW>”.I’m not sure where in the process I can get the Acumatica assigned ShipmentNbr and override it. protected void SOShipment_RowPersisting(PXCache cache, PXRowPersistingEventArgs e, PXRowPersisting InvokeBaseHandler){ if (InvokeBaseHandler != null) InvokeBaseHandler(cache, e); var row = (SOShipment)e.Row; //I THINK I should have the Shipment Nbr at this

I carefully named the column headings in the GI ready to Import to Power Bi and then when Imported there are different column names. Why is this and how can I resolve this?

I created a new screen where our users can request that a production order be made for items. If a production order has been created for that item, i want it to show up on the screen. i added a custom field to the production order maintenance screen where we can add in the key ID field from the new screen so that it could be connected to that specific record. i am having issues with referencing this custom field in the view of the screen. When i go to build it, it says “CS0426 the type name ‘usrSawReq’ does not exist in the type amproditem. when i google i find that it should be “ .getextension<AmProdItemExt>” that would allow me to use this field, but when i have tried it, the amproditemext doesnt show as available. can anyone tell me how this should be done?

If I setup an import scenario to run monthly through a business event, what happens if one of the lines has an error.  Is there a way of sending a report with any errors or would you have to check it manually after it is run?   

I am currently working in Acumatica 2025 R1 and have encountered the following issues:Custom Screen – Field Alignment1) I have applied the TextAlign property at the field level on a custom screen; however, the alignment is not rendering correctly. The margin is not aligning properly from the right side as expected.Customizing FormView Layout2) Is there a way to display more than three columns in a FormView layout in the Modern UI(Example: Adding 4th column in Sales Order Header)Site Map Screen – Continuous Loading3) The Site Map screen is continuously loading for an extended period , making it inaccessible and preventing any updates or navigation.Customization Project – Files Tab Not Loading4) When accessing the Files tab within the Customization Projects screen, the section keeps spinning and never loads, preventing file review or uploads.Kindly advise on how to resolve these issues.Thank you in advance. 

Does anyone else need to connect to Markettime to get Sales Orders into Acumatica? We are currently using Syncware to connect Markettime to Acumatica, but are not happy. Is there another option to get Sales Orders that outside, field reps write in Markettime into Acumatica? Looking forward to any suggestions or advice from the community!

At present, in order to generate expense claims from expense receipts, the claim option on the expense receipts form, automatically groups receipts by customer if the expense receipt is linked to a project/ service order or if a customer is selected. This results in an employee having different claims for each customer. I would like to get your thoughts on this topic. Your responses will greatly help our engineering team in building the right solution.Would you rather prefer if receipts were grouped by employee only irrespective of customer? Is there any other criteria by which you would like to group expense receipts automatically ? How often do you use the automatic claim option to group expense receipts ? If you are currently grouping receipts by customer, how does this benefit you? What don’t you like about the automatic grouping of expense re

Hello Community,On the Employment Time Card screen, I want to filter the Project Task selector field to display only records with the status 'Active' or 'In Planning'.I attempted this by overriding the base class and customizing the attribute. Below is a snippet of what I tried, where I attempted to add a condition to the generic type query:public ProjectTaskCustomAttribute(Type projectID){ if (projectID == null) throw new ArgumentNullException("projectID"); projectIDField = projectID; Type SearchType = BqlCommand.Compose(typeof(Search<,>), typeof(PMTask.taskID), typeof(Where<,>), typeof(PMTask.projec

I’ve noticed over the years that a string like .../(W(104))/… can be found in URLS, but I’ve never been able to determine what this indicates.  I can create a link without this section of the URL, however it resolves back with a number when the site comes up.  Can someone help me understand?

Cannot resolve the table name: [PX.Objects.Localizations.CA.TX.TaxRegistration] Getting this error on trying to print SOInvoices

Hi all,My objective is to connect my java client with the SignalR Hub.I added a push-notification with Destination Type SignalR Hub as it is described here: Push Notifications: To Connect to the SignalR Hub.I use the following code snippet to connect my client with the SignalR Hub:String login = "<my_user>"; String tenant = "<my_tenant>"; String password = "<my_password>"; String basicAuthPlain = login + "@" + tenant + ":" + password; String encodedBasicAuth = Base64.getEncoder().encodeToString(basicAuthPlain.getBytes()); HubConnection hubConnection = HubConnectionBuilder.create("https://<my_x360_domain>/PushNotificationsHub") .withHeader("Authorization", "Basic " +

I amended an existing GL and am trying to set it up in Acu. I saved to server with a new report name (GL633002), added it into the site map. Updated the site map URL.Here’s my problem - It won’t show up on Acu’s menu and when I try to nav to the report Screen ID, it boots me to the home page.I can save a different version within the existing GL report and it populates/runs properly. But I can’t get a new report to generate on our menu/within our software. Anyone know how to fix this? I watched the S150 Report Designer 2025 R1 training on Acu & Johann had the same issue but he skipped over the fix. 

This webinar will focus on some of the do’s and don’ts of publishing, creating actions and conditions, adding new fields, modifying workflows, combining customizations and business events, and understanding the makeup of a screen. Tips and tricks will be sprinkled throughout.Presented by David Gross @dgross About David: I have been an Acumatica business consultant and implementation specialist since 2018. My areas of expertise include Distribution, Manufacturing, Field Service, CRM, and Ecommerce to name a few. I can create complicated GI’s and Reports (ARM and regular) and I am able to guide my clients through complicated needs assessment and create the solutions required to satisfy those business needs. My interest in customizations was borne out of necessity and sustained by curiosity. The more I am able to do without contracting a developer the better, and I am happy to share what I have learned (through much trial and e

Hello!Does anyone know how to get the layout property 'FilterByAllFields' to appear in some screens while in the customization project editor? I want to enable that attribute on the Account field of the Details section in the Bills and Adjustments screen but it's not showing up there even when showing more items with the filter. Thanks

Link to GI Fields in Mobile Notification Message and to dropdown?

Hello all, we just installed a local sandbox. I imported a snapshot to cover the data side, and I downloaded all of our Live customization projects to then import into the sandbox. When publishing, one of the packages is throwing the error:Cannot create 'UsrCIsBarCodeOrSerial' column in table 'TSMIGOpportunityQuotePricing' because that table is not found in the database. Please update the customization to match the current data schema.I seem to remember in the past reading about updating a customization to a current schema but can find no information… any ideas? Thanks