Discussion Forums

Hi I have one well configured Construction tenant with one company with 15 branches. We are taking over another company that also does construction that has different chart of account. I think I can get everything setup by using access and restriction groups. But it will a pain sharing vendor amongst other things. If it helps one is 4 digit and one is 5 digits. Is this a bad way of thinking? Should I just stand them up as a different tenant? Help appreciated!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

Hi All,We have a client looking at multiple nesting products and at this point they are most interested in SigmaNest.  https://www.sigmanest.com/en Does anyone have any experience with these folks?  Good or Bad?  Thx in advance!

Is there a way to run a report for this on all service orders. Would like to be able to get a full list instead of having to narrow down to individuals. 

 I have a requirement where I want to highlight the Sales Order Generic Enquiry data when the Sales Order is created by a certain user and the Sales Order Pick List has been printed. How do I extract the status of the print, and other information like date of print, printed by whom etc.

I created a UDF and added it to the approval map, but it is still not working as expected. Could someone please assist?  

Hi Team,We have encountered an issue with the Browse button in the custom screens. The button is not functioning in the Modern UI. In the Modern UI, it should allow us to upload the file in the same way as it works in the Classic UI.Please refer to the attached screenshots and files.Screenshot 1: Customer screens Classic UIScreenshot 2: Customer screen Modern UI: We are using the following HTML, TypeScript, and Views files in the Modern UI:KNMC5023.html<template>    <!-- Upload Dialog -->    <qp-upload-dialog        id="UploadPackageDlg"        key="UploadPackagePanel"        session-key="KNMC5023_UploadPackage"        caption="Select File"        allowed-types=".xlsx">    </qp-upload-dialog>    <!-- Filter Section -->    <qp-fieldset id="Filter_form00"                 wg-container="Filter_form"                 view.bind="Filter"                 class="label-size-sm">        <!-- Filter by Dates -->        <field name="FilterByDates" caption

Big Commerce: In 2025 R2, Can I set up Acumatica / Big Commerce to limit website customers to shopping / seeing only one of two warehouses?

I am receiving an error message that reads “Error: ‘Replenishment Class’ cannot be empty. Error: ‘Seasonality’ cannot be empty.” I have both of these in my Data Provider and they also show in the Prepared Import. Can anyone tell me what I am missing here? Thank you.  

There is a lot of documentation and training around non-XML data providers but not very much around XML data providers.  The documentation and examples don’t feel very clear around what can be done before custom development is required.To create this XML file going out, can I use the existing XML data provider or will I have to create my own?  (There are more elements but this example shows the deepest elements and entities.)<?xml version="1.0" standalone="no"?><File PmtRecCount="7" PmtRecTotal="7000.00"> <PmtRec PmtCrDr="C" PmtMethod="CHK"> <Message MsgType="CHK"> <MsgText>Check Memo~35</MsgText> </Message> <Check> <ChkNum>1234567890</ChkNum> <ChkDocNum>CR9999CL9999WS9999</ChkDocNum> <DeliveryCode>100</DeliveryCode> </Check> <OrgnrParty> <Name> <Name1>ABC Company~60</Name1> </Name> <PostAddr> &lt

Issue: When creating a new dynamic marketing list based on a custom Generic Inquiry, the qualifying lead does not appear in the MarketingListMember table.Context:Goal: Create an export of leads/contacts that is filtered on their “subscribe” status that can be imported into SendGrid. Approach: Using dynamic lists tied to a Generic Inquiry. Problem: The expected lead qualifies in the inquiry but is missing from the marketing list membership table.Question: Has anyone experienced this? Is there a step or sync process required to populate MarketingListMember for dynamic lists?

Anyone know why Landed cost is not showing up here or how i can update?

Hello,Is there an inbuilt integration in to pull exchange rates in Acumatica?Checking this before going for building an integration with a provider. The company is an European company. Thanks,Dulanjana

I have this kind bug/issue, when I add a group then undo it (ctrl + z), it still creates a white space. Even there is no group. Therefore, I can’t find where the area/group is if there is white space. How to fix this kind of problem also, the fields CanGrow = FalseThe white space is between Footer 6 and Footer 9 (Group 1)

Hi,I was wondering if anyone else is having issues with the Pay Activity Detail Data report since the recent MYOB Acumatica update. Current version is now Build 2025.101.100.4760 [25.101.0153].This report has suddenly become extremely slow. After entering the pay run number, it now takes around 1 minute 15 seconds just to refresh. Then after removing the default value in the Employees field (it automatically populates with the <NEW> flag, which is already frustrating), it takes another 1 minute 15 seconds to refresh again.So in total, it’s nearly 3 minutes just to run a simple payroll report. This never used to happen and is becoming frustrating when using the report multiple times a day.Is anyone else experiencing the same slowdown?And does anyone know if MYOB is aware or planning a fix?Ta

BackgroundI am trying to automate an attribute update using a Business Event triggered by a Generic Inquiry and processed through an Import Scenario. I am running into a challenge with updating a multi-select combo attribute without losing the existing selections. ScenarioI have the following setup: One master attribute called “Site Access”, which is a multi-select combo attribute on a Business Account. Multiple site-specific attributes (one per site), each storing a Conversion Factor. These values are maintained manually by users.  GoalWhen a site has a Conversion Factor entered (not blank or zero), I need the system to automatically select that site's checkbox inside the Site Access multi-select attribute.For example:If users enter Conversion Factors for WN02 and WN03 (WN01 already had a conversion factor entered prior to adding WN02 and WN03), then the “Site Access” attribute should automatically reflect WN01, WN02 and WN03 as selected. The ProblemMy Generic Inquiry correctly retur

After 8 years on Acumatica (company size 80 employees) with 171 User Roles, 53+ AD User Roles of which each user had between 8-24 overlapping roles, I just cleaned up access for our company, and we are down to 32 roles where each person has just:1 role for their dept 1 role for Internal User for allowing the user to change personal settings, Help & Activities, File Maintenance etc,  1 role for accessing field-Level AuditThis project took about 8 weeks as I was also triaging daily activities, problems and inquires as the companies ERP admin. I’ve added links below if anyone else needs help with this as the only sources I found were documents and links from over 5 years ago. Aug Forums link (Eva’s notes were the most helpful):2020: Importing Acumatica User Roles / User Security Permissions from Excel – Everything Else – Acumatica User Group Forums2022: Acumatica Community Article from ​@Missy Main for Audit History:access rights for audit history | Community  Helpful Reports: SM65150

Hello - I am attempting to pull in both the Vendor Email Address listed under Additional Information, as well as the Primary Contact Email Address into a Generic Inquiry, I was able to get the Additional Information Email Address field to pull in with the below relations, however I cant seem to get the Primary Contact Email to pull. Here is the working Inquiry:However, when I attempt to pull in this field for Primary Contact, I cant seem to get it to work.   

Inserting  'GL Batch' record raised at least one error. Please review the errors. The 20-2512 financial period does not exist for the PRODUCTS company. JournalEntry journalEntry = PXGraph.CreateInstance<JournalEntry>();            PostGraph pg = PXGraph.CreateInstance<PostGraph>();            journalEntry.ReverseBatchProc(batch);            journalEntry.BatchModule.SetValueExt<Batch.module>(journalEntry.BatchModule.Current, batch.Module);            journalEntry.BatchModule.SetValueExt<Batch.dateEntered>(journalEntry.BatchModule.Current, tranDate);            journalEntry.BatchModule.SetValueExt<Batch.finPeriodID>(journalEntry.BatchModule.Current, finPeriodID);            PXCache gltrans = journalEntry.Caches[typeof(GLTran)];            foreach (object gltr in gltrans.Inserted)            {                gltrans.SetValueExt<GLTran.module>(gltr, batch.Module);                gltrans.SetValueExt<GLTran.tranDate>(gltr, tranDate);                g

Hello - Is there a setting somewhere that makes the below “Additional Account Info” and “Primary Contact” information on Vendors mandatory? We are having an issue with users at some of our locations not filling out addresses or email information, and want to make this a requirement. Thanks!  

Hello, we’ve came across an issue when using the carrier UPS Ground, it does not allow us to create more than one box in an order. We tried it with FedEx and we’re able to.We also tried to update the label format from PNG to PDF and ZPL but still didnt work.Can you help us with this, thank you! 

​ Hi Team, We are experiencing an issue in the custom screen: the success message is displayed in red color in the Modern UI.It should be displayed the same way as in the Classic UI. Please refer to the following files/screenshots:Screenshot1:Setup Parameters screen – Classic UI Screenshot2:Setup Parameters screen – Modern UI The files we are using for the Modern UI are:KNMC1010.html <template>    <qp-tabbar id="tab">        <qp-tab id="tabMagento" caption="Magento">            <qp-template id="Magento_form" name="1-1" class="equal-height label-size-m">                <div slot="A" class="v-stack">                    <qp-fieldset id="MagentoSetup_Connection" wg-container="MagentoSetup_tab" view.bind="MagentoSetup" caption="Connection Settings">                        <field name="MagentoURL" class="control-size-xl" ></field>                        <field name="AuthenticationType" class="control-size-xl"></field>               

Hi, I am reaching out regarding a customer requirement related to importing Sales Orders through the Import Scenario.The customer needs to upload invoices in bulk, where each invoice contains multiple line items. We identified that column wise import of the Inventory Item field is not supported. Other fields can be mapped correctly, but the system consolidates the Inventory Items into a single line instead of creating separate lines for each item.Customer Requirement– Ability to import Sales Orders with multiple line items using an Excel template.– Each Inventory Item should appear as a separate line in the Sales Order during import. Issue Observed– The Import Scenario does not support column-wise mapping for the Inventory Item field.– Inventory Items are not created as separate lines.Could anyone confirm whether Acumatica supports this functionality? If not, could you suggest an alternative approach to handle this requirement? 

Hi, I am working on Acumatica mobile customization and need to display the contact information (phone, email, etc.) on the Employee screen. The default mobile view only shows basic fields like Employee ID, Name, Status, and Employee Class. I would like to extend the screen to show contact info and enable actions such as calling or emailing directly from the mobile app.Does anyone have guidance or examples on how to configure this? I tried adding several different containers in the code, but the contact information is still not displaying in the Acumatica mobile app.   add screen EP203000 {  add container "Employee" {    # Primary Employee Fields    add field "EmployeeID"    add field "EmployeeName"    add field "Status"    add field "EmployeeClass"    # Contact Information Section    add group "ContactInfo" {      displayName = "Contact Info"      collapsed = False      add field "DetailsContactInfo#Title"      add field "DetailsContactInfo#FirstName"      add field "DetailsContactInfo

Hi,We are encountering the error “The previous operation has not been completed yet” on our custom processing screen in the Acumatica 25R1 version. This issue did not occur in the previous versions.I have attached a sample processing screen where the error is reproduced. The underlying code is functioning correctly, and the scheduler screen does not show any issues.We request assistance in understanding why the scheduler is failing with this error message and guidance or a fix to resolve the issue.DAC: public class SyncProcessFilter : IBqlTable{    #region Message    public abstract class message : PX.Data.BQL.BqlString.Field<message> { }    [PXString]    [PXUIField(DisplayName = "Message")]    public virtual string Message { get; set; }    #endregion   #region NoteID   [PXNote()]   public virtual Guid? NoteID { get; set; }   public abstract class noteID : BqlGuid.Field<noteID> { }   #endregion} Graph: public class SampleProcessingGraph : PXGraph<SampleProcessingGraph&gt

We are investigating the Intercompany Module, and we would like to see an interbranch post (using interbranch mapping GL accounts) to take place.  In our Test Environment this is not happening, and it might be because of this setting:  It seems that the setting can’t be changed now, is there a way around this?  We only need the balancing going forward, not on historical transactions.