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The dashboard parameter for “default” value of @me, no longer works after an upgrade from 2022R2 to 2023R2   Instead I added the filter to each Widget/Generic Inquiry on Dashboard, but client prefers the parameter because it allows user to toggle back and forth on the owner list of name.Any ideas would be appreciated

Hi,I am working with two customization projects in Acumatica 2025 R2, both extending the AR101000 (AR Setup) screen in the Modern UI. Project SRK100 adds a custom field UsrSRKTestCard inside a new fieldset (SRK100_BaseFields). Project SRK200 attempts to insert another custom field UsrSRKTestField using the after selector to place it immediately after the SRK100 field. The issue is: Problem: Although the customization compiles with no errors and both packages published successfully.  The field from Project SRK200 (UsrSRKTestField) display in the UI in ‘groupDataProcessingSettings’ field set.  But It should appear immediately after UsrSRKTestCard, but it is not. Both extensions inherit properly: below is the both projects codeProject-SRK100 :  Typescript:  import { AR101000, ARSetup } from "src/screens/AR/AR101000/AR101000"; import { PXFieldState, PXFieldOptions } from "client-controls"; export interface ARSetup_SRK100Base extends ARSetup { } export class ARSetup_SRK100Base {         U

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 Acumatica Community Webinar - Understanding Cost Projections and WIP in Acumatica: What Every Project Team Should Know - December 16, 2025Cost projections and WIP reporting are two of the most powerful tools in Acumatica’s project accounting. In this session, we’ll walk through how to build accurate projections, how they flow into your WIP report, and where teams typically get stuck. You’ll also see how the new WIP Adjustments option helps clean up variances without manual journal entries.This webinar is ideal for project accountants, controllers, and project managers who want clearer, more consistent project financials, and a deeper understanding of Acumatica’s forecas

Can we add a fee per package of a shipment? I know we can add a fee for each line of a shipment using shipping terms.However, we want to add a fee per PACKAGE of the shipment.  It is a small fee to cover the costs of the box being used to ship. Is this possible without a customization? Thanks!

Our company is trying to implement WMS in 2025-R2 and have come across a road block.We need the ability to pick the Qty Ordered in WMS when there is not Qty Available.I am able to do that on paper documents when the Create Zero Shipments is set to yes.  There are a million different real-life scenarios where the quantity on the floor is greater than the quantity available in Acumatica.Receiving person is out sick, inventory errors, KIT assembly not posted, customer returns not processed, etc. On paper - I can print the Shipping document.  It shows the Qty Available/shipped is less than Qty Ordered.  That is fine.  My warehouse teams can still fill the customer order and get it out the door.I am stopped from Confirming the Shipment until I address the inventory issue - and that is just perfect.  The customer order is completed and I will have a happy customer - always goal #1. In WMSI cannot PICK material greater than the Qty Available.  It stops you from completing the picking of the o

I am creating a Processing Screen in Acumatica and I need to calculate a value for one of the grid columns.The calculation should work like this:I need to fetch data from other tables.Apply grouping/aggregation (for example, MAX(date) per some key).Display the result in a column in the Processing Screen grid.I am looking for the best practice approach to implement this in Acumatica.Specifically, I am not sure whether I should:Use a Projection DAC with Select + GroupBy to pre-calculate the value.Use PXFormula or some other BQL trick.What is the recommended way to compute aggregated values from other tables for a Processing Screen column in Acumatica?

i want to display Tag Number, so we can use it for our physical count. 

SO, in this designer report the item line is not picking from the correct path that is SoShipLine.TranDesc. The Soshipline was not in it so i join it to the table of SoShipment. I try adding it but the result was duplicating itself on every linethis was the formual that was puling the item.=IIf([SOPickerListEntry.LotSerialNbr]<>Null, Format('{0} {1} {2}', [SOPickerListEntry.InventoryID], [SOPickerListEntry.LotSerialNbr],[SOPickerListEntry.InventoryID_description]), Format('{0} {1}', [SOPickerListEntry.InventoryID], [SOPickerListEntry.InventoryID_description])) This is after I join SoShipLine to get TranDesc this is the formula i used=IIf(    [SOPickerListEntry.LotSerialNbr]<>Null,    Format(        '{0} {1} {2} {3}',        [SOPickerListEntry.InventoryID],        [SOPickerListEntry.LotSerialNbr],        [SOPickerListEntry.InventoryID_description],        [SOShipLine.TranDesc]    ),    Format(        '{0} {1} {2}',        [SOPickerListEntry.InventoryID],        [SOPickerList

Hello, Has anyone ever noticed any issues with the scan and count process when multiple users are using scanners at the same time (Full Inventory PI)? Example: 30 users have scanners and are using the scan and count process at the same time.I am concerned that many users may disrupt the process. This is our first full PI in Acumatica and any advise would be appreciated.  

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public PXAction<FSEquipment> UpdateHours;        [PXUIField(DisplayName = Messages.UpdateHours, MapEnableRights = PXCacheRights.Select, MapViewRights = PXCacheRights.Select)]        [PXButton(DisplayOnMainToolbar = false)]        public IEnumerable updateHours(PXAdapter adapter)        {            if (MaintenanceLogInfo.AskExt(UpdateHoursSetVisible, true) == WebDialogResult.OK)            {                DateTime date = MaintenanceLogInfo.Current.Date.GetValueOrDefault();                decimal hours = MaintenanceLogInfo.Current.Hours.GetValueOrDefault();                if (date == null)                {                    // Acuminator disable once PX1051 NonLocalizableString [Justification]                    MaintenanceLogInfo.Cache.RaiseExceptionHandling<FSMaintenanceLogInfo.date>(                        MaintenanceLogInfo.Current,                        date,                        new PXSetPropertyException(Messages.DateCannotBeEmpty)                    );         

Why do I have full access to the Customization Project screen but still cannot use the Add and Delete buttons, even though I am able to edit existing elements?

Good day CommunityI have created an ARM report which has PTD and YTD values on the same report but for some reason it is only displaying YTD in all columns and I can’t see the problem.PTD has Turnover as the Amount Type in the Data Source and YTD has Ending Balance, yet the amounts displayed are the same. Obviously the Subaccount is the same.Can someone please advise what I have missedMany thanks in advnce.

I’m trying to create a Generic Inquiry table that has all the inventory balance by location and serial number. There’s been several different tables presented on this site that can get qty by location (attached below) however, whenever I add Serial Number to them, the serial number gets attached to everything of the same part, producing duplicate results (and grouping isn’t smart enough to match deal with that). Is there a way to get the serial number to link only to the qty it belongs to?

Hello,       Our company has some vendors that we do NOT want the sales team to know about. So we’ve set up restriction groups: only buyers can view these vendors, while certain sales personnel cannot.     However, when sales staff enter sales order with items purchased from these vendors into the system, an error pops up indicating they do not have access rights to the preferred vendors for those items.I currently have a workaround: I don’t set default preferred vendors for these items. But is there a better way to achieve both of the following?The vendors remain restricted (only accessible to buyers); Sales staff can enter sales order with the items correctly without errors.

We have stock items that do not need to be checked into the system in some instances, and others they do need to be checked in. If we raise a purchase order with these stock items, is there a way to not check them in and close off the purchase order?  For additional context, when we were setting up our system, our consultant helped us set up the following manufacturing flow. We have an item that undergoes manufacturing steps at 3 different suppliers. To track the manufacturing flow, we created a BOM with the main part being machined as a stock item and then the subsequent steps are non-stock item services provided to the stock item. I have included a little table below to describe the process. Should I start receiving these goods/not backflushing them?

Hi all,We recently upgraded from Acumatica 2024 R1 to 2025 R1 and noticed that whenever a new case is created, an additional activity entry is automatically generated:Type: System MessageSubject: Case created in ERPWe haven’t been able to identify any functional value for this entry—it simply logs that the case was created. However, it is creating extra activity records that are triggering unintended side effects, particularly with Business Events that rely on the CRPMSMEmail DAC (e.g., when monitoring case-related messages).We’ve looked through different settings screens but haven’t found a way to disable this “Case created in ERP” message.Has anyone found a way to disable or suppress this automatic activity entry in 2025 R1?Or alternatively, is there documentation explaining its purpose or how it ties into the case workflow?Thanks,Dave

hello all, i have been trying to clock in on the Project tasks (PM302000) screen, but it still says : the user that i have logged has a linked employee record, have also setup the Default time log type under preferences, the project & the Project tasks both are activated, but still throws this message. is there something I’m missing in here?

Hello AllI am trying to create an approval map for expense claims that will require multi user approval.The flows are as below:Aprrovals for $20,000 limit - I have a workgroup assgined to this as it only requires one approver. Approvals for $20,000 - $50,000 limit - there is also a workgroup assigned to this as well as only one approver is required. Approvals greater than $50,000 - this is where the multi user approval is required. There are five (5) users who can approve these claims, however, they require a combination of any pair to approve i.e.: (user 1 and user 2), (user 1 and user 3), (user 1 and user 4), (user 1 and user 5), (user 2 and user 3), (user 2 and user 4), (user 2 and user 5), (user 3 and user 4), (user 3 and user 5), (user 4 and 5) at any time.I’m trying to figure out how I can get this to work. On my approval map, I set up the pairs as various options but that didn’t work as only the first pair was able to have the multi user approval and the rest just approved with

Good morning everyone. I am trying to create a new bom with a business event using a GI and an import scenario on a schedule. I am getting the error “The last error was Cannot generate the next number for the BOM sequence.”. To diagnose it easier, I exported the GI to excel and made a data provider, new import scenario, and used import by scenario to upload. i used the community post below to find a solution that worked. This post used option 1 in the below screenshot. It worked fine and created a new bom with the next autonumber with everything correct on it. I then made the change to the business event subscriber import scenario and I got the “cannot generate next number” error. I then tried option 2 below and the business event history shows that it ran successfully with no errors but it didnt actually create the bom. I saw another post where someone could only get the header to get created and had to add materials later so I tried making the GI as simple as possible and use only th

Is it possible to change the transaction description that is automatically generated by intercompany transactions?Currently the transaction description is “Balancing entry for: BRANCH” but the branch is the same branch that the transaction posts to.  It would be more helpful to people reviewing the general ledger transactions to know what branch that the balancing entry was from.  These two descriptions should be swapped to be useful:It is not helpful to see PRODWHOLE has a transaction that is a balancing entry for PRODWHOLE.  It would be more useful to the person reviewing the transaction to know that the branch PRODWHOLE has a balancing entry that came from PRODRETAIL. This issue is sort of related to these:Change the transaction description of invoices created with multiple installment credit terms (Build 2024.2) | CommunityPosting meaningful description for journal entries | CommunityDoes anyone have the code to update the Intercompany transactions? 

Hi, client has several Operation .Is there a way to restrict certain users from entering a Move trx for certain Operations or Workcenters? I tried RowData Security, no option for WorkCenters;  but I tried to use the Warehouse linked to the WorkCenter;  but it did not work. Business Case.  Op worker entering movement for the WC he is working and not a different workcenter.ie,  Assembly vs Packing vs Quality Control.

Hello  Is it possible to populate the Description (Image alt text) field in BigCommerce when uploading images from Acumatica using the Acumatica connector.  Thanks  Matt

Hi everyone,I would like to have a visual on the margin of my transports. Why can't I click on PO linked? I do click on Mark for PO, I add my PO, and it's impossible. Any solutions?Thank you.

We are a retail business using Acumatica in UK and currently have the Stripe integration switched on and working to accept payments in Acumatica, to do this we can manually type the card details into Acumatica & then the payment detail is sent to Stripe via the OOTB integration to authorise / take payment. We would like to be able to use card terminals within our showrooms so customers can insert their card into the terminal to pay but are struggling to work out what we need to do / what integration is required to allow the payment detail to get to the card terminal, the card terminal sorts the payment and then updates Acumatica when the payment has went through. Is anyone else using Stripe card readers with Acumatica and if so what extra steps / integration are you using to get it working?