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I want to group the Branch.BranchIDTeam2 SBU CODEABCABXABDTeam2SBU CODEBCDBCCBCETeam3  and so on can you help me?

Has anyone setup Bank Feeds loaded from a file? I’m struggling to find documentation on how the data provider is setup for the bank feed integration to work. We have the sftp credentials from the bank loaded but just need to know how we create the data provider on the Bank Feeds screen. Thanks https://elangham.acumatica.com/(W(456))/Help?CompanyID=Langham+-+Production&ScreenId=ShowWiki&pageid=155354ab-696c-403f-8797-dbded1188e16

HiWe have recently gone live with Acumatica, the company doing the implementation With current live projects opening balances and revenues were loaded via the Project Transactions. With doing this process when we run the billing on a project, previous claim values and retainage is not recognised. How should I be re-doing the opening project balances so values are recognised so the progress claim/ Proform Invoices workflow can be utilized Thanks

Hi,I'm currently doing proforma invoices with retainage set at Contract Cap Retention 10% Cap 50% I leave Proforma Invoices on hold until payment is certified Due to the nature of different systems I often have my claim amounts approved but retainage calculations can differ. How can I affect retainage values without affecting claim values? These cells seem to be locked on both Revenue Budget and Proforma screens. Thanks

My goal is to have shipping instructions auto populated to the Notes field in Shipment when the shipment is created.  The idea is to populate the insturctrions in the Notes of the location in the customer and have that note auto populate the Note of the shipment when a shipment is made with that customer. I have tried the following but its not working so far and thought I would open up the conversation to the group for discussion.I created a generic inquiry to pull the notesI built an import scenario And the following business event to which I am not sucessfully able to attach a subscriberI succesfully created a data provider from excel but not able to achieve success creating a data provider from a GI Anyway, its not working. Perhaps there is a simpler solution? What are your thoughts? 

Hi Team, I’m trying to update multiple Vendor IDs in Acumatica 25R1 using an Import Scenario. The Import Scenario itself runs fine when tested manually, but I cannot get it to work in bulk. My main challenge is that the Generic Inquiry I created is not showing up as a source in the Import Scenario. Since the Vendor screen works off the Vendor DAC, I expected the GI to be selectable, but it remains unavailable. I also noticed that Import Scenario as a subscriber in Business Events is disabled for the Vendor screen. Has anyone found a working method to bulk update Vendor IDs or use a GI as a data source for this in 25R1?  

I am working on a GI that will evaluate the Labor Price on our quotes and display on a SidePanel Dashboard whether the price matches the required amounts.  There may be a more elegant way to achieve this but we are doing things a little manually right now with quotes and pricing.We have two Non-Stock Item Numbers that will be used:12974 - Install Labor12976 - Install Travel What i would like the GI to do is evaluate a Project Quote and “add up” all the Quantities for these two line items. They may be in the quote once or twenty times.  If the total is greater than 8 then the labor price on each of these lines should be 100 and if it is less than 8, it should be 110. I have it evaluating each line but cannot get it to evaluate the SUM of the all the lines.  I have attached my GI for reference.  Any help would be appreciated.   Acumatica 2023 R2Build 23.210.0017 Customization: AcumaticaESignIntegration23.213.0,DXCustomLoginImages,SWKSidePanel,AFS0030[23r2][122024],AMO0011[23R2][052324],S

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 Release Spotlight: Earn Badges & Show Off Your KnowledgeWe’re excited to launch a brand-new way to get the most out of Acumatica ERP feature updates—complete with relevant education, digital badging, and engaging activities at scale. Our new get-to-know series is designed to make release adoption smoother—and a lot more rewarding. Valentina Diaz - Acumatica Community Featured Member for October 2025Meet Valentina Diaz our Acumatica Community Featured Member for October 2025. It’s great to have you as part of the Acumatica Community ​@vdiaz. Acumatica User GroupsNew! Michigan Acumatica User Group, Northern New England Acumatica User Group, NorCal Acumatica User Group

I have a DAC extension on BAccount, with a few custom fields that I’ve added to the aspx page for display on the Employees screen. One of these custom fields “AP Vendor”, implements a PXSelector to select a vendor record. The selector popup shows the vendor records, but if I select one, it doesn’t populate the field. If I try to type a value in the field, the list pops up, but still no value is saved when I select it.  I even inserted a valid BAccountID into the field via database query and it still didn’t display anything on the screen. Here’s the DAC code.   #region UsrSWAPVendor [PXDBInt()] [PXSelector(typeof(SelectFrom<VendorR>. Where<VendorR.type.IsNotEqual<BAccountType.employeeType>>. SearchFor<VendorR.bAccountID>), typeof(VendorR.acctCD), typeof(VendorR.acctName), typeof(VendorR.classID), SubstituteKey = typeof(VendorR.acctCD), DescriptionField = t

Dear Team,We are using vendor Attributes and Selectors as below but it is always showing Employee details. It happening only happening in particular customization form other forms all okie. Here is my code. [PXSelector( typeof(Search<Vendor.bAccountID>), typeof(Vendor.acctCD), typeof(Vendor.acctName), SubstituteKey = typeof(Vendor.acctCD), DescriptionField = typeof(Vendor.acctName), SelectorMode = PXSelectorMode.DisplayModeText)][VendorActive(DisplayName = "Account ID", Required = true)][VendorNonEmployeeActive(DisplayName = "Account ID", Required = true)]I tried all the 3 options above but i am always getting as below Work Fine below as in other places Regards,Sakthi

We discovered that AP Migration Mode does NOT prevent deferral schedules from posting to GL. How should we handle legacy prepaid migration.

I can’t find an update for the PDF Annotator for version 25R1.  Can anyone give me a link to the current location, please?

Looking for a successful Import Scenario for Landed Cost Transactions.  Any suggestions would be appreciated.  I have one started, but although it says completed, it fails to create the transaction.  

Does anyone have a good setup for an On Time Delivery Generic Inquiry? We are trying to decide the best way to do so and looking for ideas. Currently, I have a Shipment Performance generic inquiry that shows total days late for individual Sales Orders that have been completed, but I’m hoping to work in current open orders that are past due.

The below is the URL for OData{{host}}/OData/Juul/AcmBigQuery?$top=100&$format=jsonThe GI AcmBigQuery is based on the Custom DAC inside the CustomizationProject. Even though the customization project is published I am getting the Error of “Not Found”

How to create budget in Acumatica? because I can’t input or import excel of budget 

Hello, I have added a User Defined Field on Journal Transactions screen. Is it possible to make this field enabled for all statuses? I have tried to add code in the RowSelected event, but it does not work:    protected void Batch_RowSelected(PXCache cache, PXRowSelectedEventArgs e)    {      var row = e.Row as Batch;      if (row == null) return;     PXUIFieldAttribute.SetEnabled(cache, row, "AttributeRECURRING", true);    } I have also tried to add an extension of the Default workflow, but it does not work too.  Any help is appreciated! 

I create generic inquiry group by inventory id after group I want to filter Qty.On.Hand <= Reorder Point (this is the aggregate field)

In classic ui my pxsmartpanel can display but after switch to moder ui when click button it doesn’t show dialogbox</px:PXSmartPanel> <px:PXSmartPanel runat="server" ID="PopUpReportFilter" Caption="Choose Company Template" Key="companytemplatefilter" AcceptButtonID="btnOk1" DesignView="Content" AutoCallBack-Command="Refresh" AutoCallBack-Target="fromRunSoReport" LoadOnDemand="True" AutoCallBack-Enabled="True" AutoCallBack-Behavior-CommitChanges="True" AutoCallBack-Behavior-PostData="Page"> <px:PXFormView runat="server" ID="fromRunSoReport" DataMember="companytemplatefilter" CaptionVisible="True" DataSourceID="ds" Width="100%"> <Template> <px:PXLayoutRule runat="server" ID="CstPXLayoutRule14" StartColumn="True" ControlSize="XM" LabelsWidth="S" /> <px:PXSelector runat="server" ID="CstPXSelector19" DataField="ReportID" CommitChanges="True" /></Template></px:PXFormView> <px:PXPanel runat="server" ID="CstPanel9" SkinID="Buttons"> <px:P

I have a test instance (24.204) where I’ve published an empty project to configure Webhooks, no code has been saved to the project. I’ve been getting null reference errors all around the site when I try to save or delete something. I tried to update the site but the customization project is incompatible with that version of Acumatica (24.213) and now the site will not unpublish or publish anything because of the null reference exception. Is there a way to fix this or should I try to create another instance from scratch?

Hi,I need to implement the following logic:Is it possible to block the Approve operation for a certain period of time?We need to allow our client to complete all actions with the Bill before it can be approved.For example, if the Bill contains 2 rows in the table and the client wants to add 3 more detail rows, is it possible to temporarily lock the Approve operation until the client finishes?If yes, how can this be achieved? 

I have having an unreal amount of difficulty with something that I believe to be super simple. I have a Gi that is showing me, for each BOM FG Item, how much of each component is required. And taking into account how much is on hand, it shows me the most FG I can produce with what is on hand. I would really like to also show the grouped Max amount I can make, meaning, If I look up an item that has 4 components, each component will show the most I can make with that Item, and then also the lowest quantity out of those 4. So the item that is limiting me making more, will show the same quantity in both columns.  To do this I made an identical GI that is just grouped by the BOMItem.InventoryID, and the buildable quantity is set at MIN for aggregation. Then I pulled that GI in as a sub GI, and related it through the same BOMItem.InventoryID.  This screen worked until the new 2025R1 upgrade came through, and now it is broken in a weird way. My GI works originally when you choose a inventory

Our business has a case where sometimes Customers would like the vast majority of their items to be shipped once the entire order is ready to be shipped “Shipped in Full” except maybe 1 or 2 SOLines. They want those items to be shipped “Soonest Available”. SOOrder.ShipComplete = Ship Complete as this is the default for the order. SOLine.ShipComplete = Back Order Allowed for Line 1 hoping this will tell the system it is Okay to create a shipment for ONLY line 1.Unfortunately, this still results in No Shipment creation. I also tested switching SOOrder.ShipComplete to Back Order Allowed, but then Ship Complete at the SOLine level only needs to fulfill SOLine.Qty and not the entire order.I have read through the Acumatica Help documentation and this all does appear to be how the system is intended to work. However, I was wondering if anyone knew of a way to accomplish the desired results with default Acumatica functionality. Looking to avoid customizations if it exists.

Hello!!   The Customer has CRM, Distribution , Field services licenses.Workflow 1:    Opportunity → Sales Quote(s)->Sales Order → Service Order→ Appointments → Billing from Sales OrderChallenge: Sales and service module do not sync.  Any purchases made in Appointments wont update the sales order lines and they have to create a separate sales order for new additionsAny thoughts? Workflow 2: Opportunity → Service Quote→ Service Order ->Appointments->Billing from Service orderPros: Any addition (labor, services, subcontracts, inventory item) → All synced in service order and one consolidated Invoice sent to the customer Cons: No multiple revisions of service quote. We can create One service quote per opportunity. Has anyone dealt with this scenario and what is your thought and feedback?

Hii, i want to try import some master data of fixed asset in Acumatica, using Import using Scenario. Bu when i try to import, there is an error but more like warning like this “Warning - Only GL Accounts will be changed, all other parameters remain unchanged. Do you want to continue?”But there’s no action option like Continue or Yes.Please somebody help me to solve this, please😣