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I want to create a grid (similar to the “Salespersons” tab) on the Customer screen (ScreenID: AR303000), but instead of Salespersons, I want to display Employees linked to the customer.My goal is to display a list of employee records related to the customer in a separate tab using a grid view.I'm currently trying to create this through a Customization Project (not by writing code), but I haven't been able to set it up correctly.Has anyone done this before or could help me understand how to create a custom grid with a separate data source and view on the Customer screen?Any help or example would be greatly appreciated!Best regards,Pantea  

Hello 🙂, my issue is that due to reverse charge (i.e., input/output VAT handling), the line items appear twice on the document.I want to create a filter in the Report Designer to correct this duplication.Does anyone have an idea how I could solve this problem?Below are a few images that illustrate the issue.   

Hello everyone,I’m facing an issue with the Sales Order (LA) report/form where some line items are unexpectedly shown twice, even though the underlying data looks correct. I suspect the problem is related to how the SOLine and SOTax tables are joined or how the data is grouped in the report.I’ve tried adjusting the joins (like using a LEFT JOIN between SOLine and SOTax) and filtering tax records, but so far without success. Removing the SOTax join causes errors or missing data in the report.My goal is to display each line item only once, while still showing the correct tax information, so that invoices and shipment documents don’t have duplicate lines. If anyone has any ideas or could help me troubleshoot and resolve this, I would really appreciate it!Thanks so much!Pantea  

Hello everyone,I have created three advance invoices (Prepayment Invoices) for the following invoice, two of which have already been paid and one is still outstanding. What do I need to change so that all advance invoices—both paid and unpaid—appear on the final invoice?  Thanks in advance.

Hello everyone,I'm trying to display the Opportunity ID on the invoice form (Report Designer). To do this, I created the following join structure in the schema:ARInvoice(NoteID) → CRRelation(RefNoteID)CRRelation(TargetNoteID) → CROpportunity(NoteID)Unfortunately, the Opportunity ID still does not appear on the report.I also tried using SOOrder instead of ARInvoice, but then the line items are shown twice (I’ve tried all possible join options).Does anyone have a tip on how I should proceed?Best regards,Pantea

My requirement is straightforward: I want to retrieve stock items via OData and only pull the delta records based on the Last Modified Date. However, I’ve encountered a couple of challenges.Problem 1: Time Zone InconsistencyWhen I use the old URL format: /odata/Company/MyGI?$format=json&$filter=ItemLastModifiedDateTime ge datetime'2025-09-25T18:50:05.977' Both the query filter and the response use UTC time zone - which is OK However, when I switch to the new URL format: /t/Company/api/odata/gi/MyGI?$filter=ItemLastModifiedDateTime gt 2020-09-25T12:10:41.837Z The query is executed using UTC (probably due to the Z suffix). The response, strangely, is returned in PT (Pacific Time). ➡️ I need both the query and the response to use the same time zone format with the new endpoint. Is there a way to enforce this? Problem 2: Millisecond Precision in FilteringWhen filtering by LastModifiedDateTime, millisecond precision doesn’t seem to work as expected.For example: My data has: "LastMod

Client is using the clock entry to record labor on production orders.  The calendar has specific break times noted.  It appears that the employee has to clock out for breaks.  What is the point of setting up these break times if they are not taken into account in clock entry?  This just adds another set of clock in and clock out for the employee. Am I missing a setting?  What are the break times used for?  Seems just informational on the calendar.  (client is not using MFG - APS Module) Any advice? 

I exported items from one tenant and am trying to import to another tenant. Item classes have all been configured the same way. I get the following error: Field: Item Class, Value: DIRECT -LABOURBEN , Error: 'Item Class' cannot be found in the system.I suspect the issue is that item class is actually “DIRECT    -LABOURBEN          ” since segmented key is 30 characters. The values exported without all the spaces, so I tried adding them in Excel before uploading file. However, when preparing data on Import by Scenario screen, values appear without spaces on the end. Acumatica removes them.Anyone know how I can resolve this? Could be wrong about the cause, open to suggestions. Below are screenshots of the import scenario configuration, error message, and value in Excel. Thanks in advance!    

I am creating a Balance sheet .  Is it possible to show “Sum of all Debit Balance Totals”  in one Row. ?ExampleRow 00341 - Net regulatory deferred assets**formula - listing all Debit Account Balance. Which is correct .But when the Row 00350 is not showing the correct Total Value . It is just showing Total of “Ending Balance of Row 00341 .I need the Sum of each Expanded Account Balance which is showing on the below screen based on Value formula given on Row 00341 ( IIf( (@00341 > 0 ) ,(@00341), 0) )Is it possible in ARM ?  

Hi Everyone, We are trying on some customization to have the standard field Phone1 of Opportunities screen, to include in the Global search in Acumatica instance.Below is the code we have tried however it is not reflecting on the UI, and the search for Phone1 is not working.Any thoughts/inputs on this would be appreciated.Code Snippet:public class CROpportunityExt : PXCacheExtension<PX.Objects.CR.CROpportunity>{    #region NoteID    public abstract class noteID : PX.Data.BQL.BqlGuid.Field<noteID> { }    protected Guid? _NoteID;    /// <inheritdoc/>    [PXSearchable(SM.SearchCategory.CR, Messages.OpportunitySearchTitle, new Type[] { typeof(opportunityID), typeof(bAccountID), typeof(BAccount.acctName),        typeof(CRContact.phone1) },       new Type[] { typeof(subject) },       MatchWithJoin = typeof(LeftJoin<BAccount, On<BAccount.bAccountID, Equal<CROpportunity.bAccountID>>,           LeftJoin<CRContact, On<CRContact.contactID, Equal<CROpportu

How to Remove/disable +New Button that comes on mouse hover on Workspace Option

Has anyone had the need to display or pull the value of an entity’s sequence in the group? Specifically, I have customer that uses Customer Statements heavily and prints via an offsite 3rd party company. Their vendors printing requirements include specifying the customers print sequence as part of a sorting QR code in the bottom right hand corner. For example: 1st customer = 2 page statement / (starts on page 1)  / Sequence # 1 2nd customer = 3 page statement / (starts on page 3) / Sequence # 2 3rd customer = 1 page statement / (starts on page 6) / Sequence # 3I have gotten all other four parts of the QR code to pull, but the sequence number has been eluding me. My latest iteration is displaying everything else correctly, but the sequence part which is finally displaying unique numbers, seems completely random otherwise? =Concat( 0 ,[PageIndex], 0,[PageCount],Count( [ARStatement.StatementCustomerID] ), [@JobID])Any thoughts on how to accomplish this? 

Can standard regular expressions actually be used as an input mask for PXTextEdit or PXMaskEdit UI controls as this article states?https://help.acumatica.com/(W(17))/Help?ScreenId=ShowWiki&pageid=9b12bbba-a619-43e4-8335-11ffff13573bIf so, can someone point me to an example? Setting the input mask to anything other than basic Acumatica mask characters as shown in the article below results in the regex string showing in the field itself.https://help-2022r2.acumatica.com/(W(2))/Help?ScreenId=ShowWiki&pageid=9bec9bb3-3363-4649-948f-7a55e9c048a1

Hi Acumatica Community,I have been struggling with a very simple import of a newly created attribute that has been assigned to all of my customer classes.I consistently get this error:Error: The class does not have the INFLUENCE attribute. Make sure the attribute name is correct or consider adding the attribute to the class. This is my import scenario mapping: Image continued:  This is my new attribute: Here is my attribute assigned to my customer class: Lastly, here is my data provider excel with a dummy customer: I have watched all the webinars on this and copied them exactly. I even have a similar import scenario that works for a different attribute so I am really hoping the community can help. Thank you 

ERROR received after Move on a Production order and picking “Close”.  Have to back out and pick “Completed” Production Order again to Close 

It appears that after an upgrade, a patch, and sometimes even after publishing customizations, any edits made to the menu are rest back to the defaults.This is a pain for individuals but also when we make a change that should be applied to all users.Changes to the Menu Items such as renaming “Construction” to “Projects” or “Services” to “Field Services” are lost.The order of the items also gets lost after these activities.Should these changes be made in a customization package?  Can they?The favorites menu seems to stay intact and so does a custom workspace we created.Any thoughts?  Thanks 

I am trying to use the MS SQL Data Provider in my Import Scenario.  I am able to connect successfully (with an SA role), setup the Import Scenario - both the Fill In Schema and Schema fields work great for the SQL View. However, when I try to Import a Scenario and hit the Prepare button, I get an error that there is an Incorrect Syntax near keyword ‘AS’.  My view does not use any aliases in the field or table names, so there is not AS clause in it except in the View definition (Create View … AS ...).  Here is a sample of my view:Select ID, [Vendor ID], [Vendor Name] from ExternalVendorTblAny ideas what I can try to debug the Prepare step or other to find what I am doing wrong?Running Acumatica 2024R2 and SQL Server 2022

I’m trying to create a label for parts in a specific location using the attached report. However, despite entering the parameters, or let Acumatica do it, the report remains blank. What could be the issue causing the report to not display any information?

Hi Team, I have tried various methods, but in my system the action is not visible.I have checked the access rights and the ASPX code, and even tried writing new code, but I am still not getting this action. Could anyone assist me on how to resolve this? Another system   and my system   

Hello all,I have a scenario where I have a small custom grid in the stock items screen where the grid has 3 rows (Value1, Value2, Value3) already defined via customization. And i want to map the scenario to mark Active checkbox true for only Value3. 

Hi all,I'm trying to enable global search for a custom DAC (MyCustomDAC) using [PXSearchable] and [PXNote] via DAC extension.The DAC appears in Rebuild Full-Text Entity Index, and entries are created in SMSearchIndex. But when I search by OrderNbr (e.g. CH-10000045), no results appear under Transactions or Profiles. What I’ve Done1. Added [PXSearchable] and [PXNote] via DAC Extension:#region NoteID[PXMergeAttributes(Method = MergeMethod.Replace)][PXSearchable(    NVSearchCategory.ChangeOrder, // Custom category (32768)    "Change Orders {0}: {1} - {2}",    new Type[] {        typeof(MyCustomDAC.orderType),        typeof(MyCustomDAC.orderNbr),        typeof(MyCustomDAC.description)    },    new Type[] {        typeof(Customer.acctName),        typeof(MyCustomDAC.description)    },    NumberFields = new Type[] {        typeof(MyCustomDAC.orderNbr)    },    Line1Format = "{0} - {1}",    Line1Fields = new Type[] {        typeof(MyCustomDAC.status),        typeof(MyCustomDAC.orderNbr)    },

Hello Community. I have a custom screen linked to a custom table and numbering sequence. When creating a new record and saving, it updates the primary keys numbering sequence. Upon doing so, it shows a duplicate record which doesn’t actually save, but you need to refresh the page to clear it. The first line in the highlighted screenshot below is the one I added, before hitting save and because it is an auto numbering sequence it shows the one line with “NEW” and then after save, populated and an extra line pops up like below. If I refresh or hit cancel, it removes the duplicate because its not actually saved.  Below is the graph. The persist method is what I was trying to do to get the duplicate to clear automatically. I’m sure there is a very simple way to fix this but haven’t had any luck.public class ImportBatchEntry : PXGraph<ImportBatchEntry>{ public PXSavePerRow<Imports> Save; public PXCancel<Imports> Cancel; public PXSelect<Imports> Document;

Hello, Does anyone have any insight or suggestions for alternate methods to upload static images as a dashboard widget/tile, other than using the wiki/html method? We have excel graphs we would like to display on the dashboards that will need to be updated frequently. Any suggestions or guidance would be appreciated! Thank you! 

I’m easily able to call OData enabled generic inquiries from Postman and also make the mass metadata call for all enabled GIs.  Is there a way to pull the metadata for only a single GI?  Copilot indicates that the format is https://[YourAcumaticaInstance]/OData/[GenericInquiryName]/$metadata but that doesn’t work.  The result is a 500 internal server error with the request profiler showing “Invalid action detected. ‘$metadata’ is not an action that can bind to collection...etc.”.  If I try alternate formats including using the metadata link returned in a Postman response, I either get the full metadata catalog, a more robust response for the GI result, or a similar 500 error.  Is there some action required to allow individual metadata calls?  Thanks.

I just wanted to give a shout out to Acumatica’s various product teams on an amazing year!I don’t think I’ve seen more product ideas addressed and moved through the consideration feedback phases to SHIPPED in my time working with Acumatica. This is a huge incentive for partners like us and our clients to accelerate the rate that we adopt updates and upgrades. You rocked it this year, and all deserve a big pat on the back! 👍