Discussion Forums

Seems as though 24R2 Version of Acumatica has gotten rid or disabled the autocomplete function in fields?Not the biggest deal, but definitely a pain when trying to input information. Wondering if anyone is also struggling with this, and if there is a work around. Thanks!

Generic Inquiry assistance needed! We are currently reconciling our general ledger balance of accounts payable with the balance from our AP Aging report. I asked copilot how to create a generic inquiry to help us find the difference, and despite following the provided steps, I am receiving an error that reads “’Parent Field’ cannot be empty.” From my perspective, parent field is not empty. Can someone help me resolve this issue? I have attached a screenshot that displays what I am seeing. Thank you! 

In 2025 R1, we have noticed that the production order type is not copied to child subassemblies.  This worked properly in 2024 R2 and prior versions.  This is what we’re seeing:Generate Order Subassemblies generates subassemblies using the default production order type from the Production Preferences screen Critical Assemblies side panel – The Order Type is read only on Create Production Order pop-up Critical Assemblies stand alone screen – Order type can be changed but doesn’t have any effect.  Regardless of the selection, the child orders use the default production order type from Production Preferences.Any thoughts?  Thanks in advance!Laura

Happy Monday!Our Purchasing department is looking to open Requisition Details from the request screen. However upon opening the new screen, it’s blank. This works for me as an admin so I know it is permissions related.  I currently have delete permissions set to all requests. I want the users to see the requisitions but not create them so I have that set as view only. However I’ve had that set as delete as well with the same result.  Brent

BigCommerce:eCommerce Admin can choose how the customers should checkout in BigCommerce as shown in the below screenshot. If the customer decide to checkout as guest a customer account will not be created in BigCommerce. So in Acumatica the Sales Order will be imported with Generic Guest Customer provided in the Store Settings as shown below. If a customer decide to checkout with account details, then a customer account will be created in BigCommerce. And in Acumatica while importing this Sales Order, Commerce connector will create a new customer if the email address doesn't exist already and then link this customer to the sales order.  Customers are allowed to checkout as guest but BigCommerce will create a customer account as soon as the order is placed and in Acumatica while importing this Sales Order, Commerce connector will create a new customer if the email address doesn't exist already and then link this customer to the sales order.  Customers cannot checkout as guest in BigComm

I created a new screen and i am trying make a GI the entry point for the screen. The screen is working fine with no issues. When i add the screen to the it has a warning that says “This form cannot be automated.” when i view the gi afterward,i get an error that says “Object reference not set to an instance of an object”. The new screen is added to the sitemap and works fine. I published the GI to the same workspace that the screen is in. I tried restarting the application and that didnt fix it. I also added the dll to the customization project and published it again. Nothing i have done so far has made it work. I went back and looked at the last video of T210 where they show how to do it and followed it but i am still getting the error. Does anyone know what this error means? 

Ina Generic Inquiry, when I try to show the value in “Body” field from the “InventoryItem” object, many of the items show coding like HTML coding on a web page with the description at the bottom.  We only have a problem with these items when we update that field or copy from that field.  Does anyone know what causes this problem and how to properly fix it?  Thank you for whatever help you guys could offer.  I am using 2019R2 Build 19.209.0038 if anyone needs to know.

Customer has multiple warehouses They are looking for a replenishment solution that would look to transfer before purchasing when availableHas anyone address this type of situation ?

I’m not entirely clear on what license is needed for what with regards to SSO.  What are the different use cases for the “Google and Microsoft SSO” license and the “Active Directory and other external SSO”?  Also, now that Acumatica has switched over to OpenID integration for SSO is there a specific license needed to enable the “OpenID Connect” feature and are the other SSO licenses still needed?

I have a customer that needs to the ACH File for BofA (CTX Payments) ASAP. The problem we have is with the Record Type 8, and the Entry/Addenda Count. Acumatica standard does not have the option to add a Counter.Any feedback will be highly appreciated!

Dear community,You always provide such a great feedback and invaluable insights!We have a question for you.Do you deliberately use this option of Project Preferences? Summary mode (See the image below). If yes, why do you prefer it to the Detailed option, what kind of benefit you are getting from it?Option description: https://help.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=de2ca225-4a0c-4129-b09d-3f3ed05198f9We are thinking to retire this option in the product, and before we plan anything, we want to hear your thoughts. Thank you for your input!Best regards,Kate

The client would like to set the “Reply Address” to default to the email address of the user that created the document being sent. So if the account is “purchasing@email.com” and the receiver replies to the sent email, the reply would go to “person@email.com” who had created the purchase order that was sent. If there was an additional field on the Email Template form for it would be easy: Unfortunately that doesn’t exist, so I went to the System Email Accounts form, but the “Reply Address” field will only allow a valid email address. I haven’t found any info on coding that field so not sure if it’s even possible. 

Hi Everyone, When I’m trying to add the existing screen (Sales Order Preferences), I’m receiving below error. Can you please help fix this issue.  

How can we change the “Transaction Description” of the Invoice created with multiple installment terms.For example: we have created an invoice with Credit Terms as “5SPLITPAY” with Invoice total as 5,000. After invoice is released, 5 new invoices are created with “Transaction Description” as “Item Discount”, from where this text coming from, do we have any option to change this. Please help us. 

Right now  the error message reads as ‘Value cannot be null. Parameter name: key‘.Instead of this can I rename the error message to read as ‘Billing Rule is missing’  Is this possible through point and click or through customization or all error messages are standard and cannot be changed ? When I change the project task status as ‘active’ and give the billing rule , i do not get the error.  

Hello everyone, I want to make a dropdown label like phone type in contact, but the default value doesn't appear, even though I've used PXDefault, and previously I had created a dropdown field with default values ​​and there was no problem.[PXDBString(10)][PXUIField(DisplayName="Virtual Account Bank 1")][PXDefault("BCA;VA BCA")][PXStringList("BCA;VA BCA,HSBC;VA HSBC")] 

Hello, I have created an Invoice and have released it using the “Process Invoices and Memos” form. When I check the Invoice later, it shows me the Balanced Status, but the Journal Transaction for the Invoice has been already created and posted. Then I performed the “Hold” action to check what will happen and now I am unable even to Remove Hold the invoice. We have not made any customizations to the form as well.  Any idea why this is happening?Thank You!

We have a business requirement to have unit cost be visible and editable on the Details tab for Sales Orders.  I made it visible but I can’t find a way to make it editable.  Here are the attributes:[PXDBCurrency(typeof(Search<CommonSetup.decPlPrcCst>), typeof(SOLine.curyInfoID), typeof(SOLine.unitCost))][PXUIField(DisplayName = "Unit Cost", Visibility = PXUIVisibility.Dynamic)][PXDefault(TypeCode.Decimal, "0.0")]These seem to match Unit Price except for the Visibility.  If there is a way to enable this please let me know.

Perhaps this information will help someone with a similar issue. The issue stemmed from an inability to create a sales invoice via the Acumatica REST API, resulting in the persistent error: "Taxes cannot be calculated via the external tax provider because the address is missing." Initial Problem The user was unable to create an AR Invoice using a single POST request, even with a minimal header-only payload that included the CustomerID, CustomerLocationID, and Hold: true. Cause of the Error: The active Avalara (External Tax Provider) integration was configured to perform strict address validation on the initial POST request for new documents. API Limitation: Acumatica's internal data-defaulting logic failed to populate the required Origin Address (from the Branch) and Destination Address (from the Customer) fast enough (or correctly) before the strict Avalara validation check ran, causing the API call to fail every time.  Eventual Resolution The root cause was identified as a missing

I’ve got a Outside Processing Production Order that uses Purchase Orders to complete one of the steps, however, upon release of the Purchase Receipt, nothing happens. All of them are linked together, however, the qty on the specific line in the production order is unfulfilled. Is there a specific step that I missed that would be causing this issue.The Production Order’s Link to the POThe Purchase OrderPurchase ReceiptProduction Order Line still unfufilled. 

Selecting GI Data from Database Reading DAC Fields from GenericResult DAC Incorrect Method with Direct Access to Values Property Correct Method with Reading DAC Fields via PXCache API This post is inspired by the old Dmitrii Naumov's blog post:https://asiablog.acumatica.com/index.php/2019/03/working-with-generic-inquiries-from-code/This post attempts to explain how to correctly get Generic Inquiry results from code and also attempts to address some inaccuracies of the original post. Selecting GI Data from DatabaseSometimes, you may wish to obtain Generic Inquiry results from code. The first step to do that is to create an instance of the PXGenericInqGrph graph which is a special graph type used by all Generic Inquiries. To do that, use the PXGenericInqGrph.CreateInstance factory method. The parameters of this method are Generic Inquiry ID or Name, or Screen ID, or previously prepared GI description, or DAC type for auto-generated GI. You can also pass GI parameters to this method. The

hello! back again with another beginner question!My report in preview looks PERFECT. however, when i try to publish it, it’s completely blank. I think it may be relationships.buuut it makes no sense no me why it works in preview but not published. It is pulling the same data, isn’t it?Report publish works perfectly when my SOLine item and relation is removed    

I have a business requirement where I want to add Days, Driver, Area 1 and Area 2 in an AR Aging GI mentioned in Figure 1 in 4 different columns not in rows. For one row, I want it grouped by one customer and then the 4 attributes in four different columns. For this, I have created two new Attributes - DAYS and DRIVER. Figure 2 illustrates the DAYS attribute, the DRIVER attribute is similar to the DAYS one. I’ve also attached the GI. What are the possible solutions for this problem and how can I acheive something like this?Fig-1 GI SampleFig-2 Days Attributes 

Hi everyone,I’m currently facing the following issue:I am adding several orders from the same customer to one shipment (open shipment → Add Order). This works fine as long as the orders have the same Order Type.However, when I try to add an order with a different Order Type, I get the following error message:“The order type cannot be selected. The value of the AR document type setting for this order type differs from the value of the same setting for the order types in the lines that have already been added to the shipment.”I can't figure out how to avoid this or where to change the settings to allow adding the order to the shipment.Has anyone experienced this issue or has a suggestion on how to solve it?Thanks in advance!

HiSubject: All Approvals from the approval map to print on GL batch reportI would like to print all the user who approved a document o appear on the batch report I have joined the EPApproval to the batch table and put this field value =[EPApproval.ApprovedByID_description] The first textbox prints correctly the first approver, so the question is how do i get all the additional approvers to print on the report?