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Hello, We are running Acumatica 2025 and Shopify Advanced with the  standard Acumatica<>Shopify connector and are experiencing a lot of issues. We have two(2) retail stores, one e-commerce site and an industrial sales division. Our ERP is Acumatica and our online store and POS run on Shopify.We have been unable to get real-time sync of orders. Everything goes through a schedule - orders, item availability, payments, etc. When we do flash sales/promos, we oversell product. We have been unable to to implement BOPIS. The Shopify statuses (Ready for Pick Up and Marked as Picked Up) is not transferred to Acumatica. We have automatizations that close the orders in Shopify automatically. For POS orders, we are ONLY able to do exchanges or returns for original form of payment. Gift Cards or product exchanges are not updated because of a order does not allow modification errors. If a customer buys in store A but returns or exchanges products in Store B, this second transaction is posted t

 I have a screen in Classic UI. there is a Parameters grid in the lower. After adding data to the Parameters grid, it reflected in the Formula Editor when click on Equation field and inside the Fields node. This works correctly in Classic UI likeso, to achieve this, written code in the ASPX.CS file to retrieve parameters inside the Fields node-------------------------------aspx-----------------<pxa:PXFormulaCombo ID="edChildField" runat="server" DataField="Equation" EditButton="True"  FieldsAutoRefresh="True" FieldsRootAutoRefresh="true"   LastNodeName="Fields"   PanelAutoRefresh="True" IsInternalVisible="false"  IsExternalVisible="false"   OnRootFieldsNeeded="edOns_RootFieldsNeeded" CommitChanges="true"/>   -------------aspx.cs:- ------------------------------protected void edOns_RootFieldsNeeded(object sender, PXCallBackEventArgs e) {      EWQCVariableMaint graph = this.ds.DataGraph as EWQCVariableMaint;        if (graph != null) {          String[] parameters = graph.GetAllPar

We went from 2023R2 to 2025R1 (25.101.0153).  I had a request to check a report parameter, but I am getting ‘Authentication Failed.  The user with the given login and password was not found in the system.’ when I attempt to open Report Designer.Upgraded Report Designer with the 2025R1 Acumatica Tools. Verified my user(s) have Report Designer Role My Site URL didn’t change. The user name and password did not change and work in Acumatica. I switched my URL to my local sandbox with the same results.Any guidance?

I would like my generic inquiry to include a variance column for our labor hours. The problem I am running into is that the inquiry doesn’t return a negative number when the “To Date” amount is less than the “Est Labor Hrs”. (Ex. 673.05-1,358.00 should return -684.95 so we can see the difference)This is the current formula I am using for the +/- hours column: =IIf([PMBudget.Type]='E' AND [PMAccountGroup.GroupCD]='LABOR', [PMBudget.ActualQty]-[PMBudget.Qty], 0) I am also using these formulas to get my estimated and to date labor hours.Estimated Labor Hrs: =IIf([PMBudget.Type] = 'E' AND [PMAccountGroup.GroupCD] = 'LABOR', [PMBudget.Qty], 0)To Date Labor Hours: =IIf([PMBudget.Type] = 'E' AND [PMAccountGroup.GroupCD] = 'LABOR', [PMBudget.ActualQty], 0) I know the within the projects the balances tab shows a variance amount, has anyone figured out how to replicate this in their own generic inquiry?

For a webhook that has been registered with an endpoint in Acumatica (24R1), how does a non-developer discover the interface for documentation/testing purposes outside of requesting it from the developer or having access to the underlying class in the VS project? The customization project only has the DLL in it, and there is no option on the screen to view the interface definition or to generate a swagger file.  Thanks.Added:  Additionally, is there a way for a developer to read/consume the webhook endpoint in order to generate a stub for the interface? 

We are looking at the use of Ai to extract data from our production orders and put out in a BI tool the work that each work centre is working on, the current amount of hours done, and whether they are on target or not.Has anyone done this yet? and if so, what tools were found to be the best for doing it?

Has anyone leverage an ISV to assist with customer billbacks short payments for promotions, rebates or etc?  

On some of the service contracts the Default cost Code field was left empty.  This is preventing our Service dept from Processing the service contracts and move them to the expired status. I what I thought was a simple import scenario to update the blank ones to add the default cost code to those missing.  I keep getting the error message of “The System failed to commit the ServiceContractRecords Row when running an import scenario” I tried unchecking the commit box as another post suggested but I am still getting the same error message.  

Hi,  We need to enter additional information when entering sales order lines/Bill and adjustment form.We can use, user defined attribute in Header Level. As mentioned need some information when enter line information using predefined attribute values.  RegardsNethupul 

I am trying to add record through a webhook, it works on my local but on production it gives me 500 internal server error.

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Whenever TaskID from PMRevenueBudget is included (either in the join to PMProformaLine or referenced in grouping), the report intermittently fails with one or both of these exceptions:If I remove TaskID from the relationship or from the grouping, the exceptions go away but then I can’t bucket by 001/002/EXTRAS (My first segment of my task 001-000-00 etc.) and lines don’t reconcile correctly. Is there any known limitation in Report Designer that prevents using PMRevenueBudget.TaskID in a dataset that also includes PMProformaLine/PMProformaProgressLine, even with explicit key joins? Is there a supported bridge I should be using instead of joining PMRevenueBudget → PMProformaLine on (ProjectID, TaskID, AccountGroupID)? (e.g., a projection or a different DAC that exposes the budget/pro forma mapping without triggering GetBudgetLineKey?) Has anyone shipped an AIA-style report that lists budget lines and pulls pro forma progress per line? If so, could you share the exact Schema Builder r

Going to lay out the scenario below. Import 1 - worked fineImport 2 - worked fineImport 3 - worked fine (or at least seems so)Import 4 - does not recognize import 3, and sees import 2 as the last import The issue we are having with this is the system is giving us an error that our Start Balance Date and Beginning Balance do not match the last import.Error: “Start date does not match the end date of the previous statement (7/24/2025).” Is it okay to bypass this warning? What could be causing this and is there a way to correct? 

Ok, I don’t know if this can be done. We need a email notification template that can display the full or partial output of the GI within the body. This can be a GI that the business event is based on or it could be a completely separate GI. The idea is not to have to run the GI, or even have a link to the GI. If the output of the GI can be embedded as a PDF or excel that could also work. The business requirement here is to deliver nicely formatted report based on the data from the GI and delivered to specific recipients on a recurring basis. An excel formatted report will also work, but how do you get the excel template into the email notification and yet have the output of the GI go into the excel via Odata?  can it be done?

We’ve run into issues where our PO accrual account is overstated due to duplicate or mismatched transactions. Examples include: POs created but later paid by credit card, Vendor bills entered without a matching PO, Duplicate POs or receipts for the same items, POs received in error or not closed properly. Right now, the only way to confirm is by going line by line through hundreds of transactions, which is very time-consuming.Question: Has anyone built reports, generic inquiries, or other tools in Acumatica that can quickly identify and confirm duplicate or mismatched PO accruals across these types of scenarios? If so, what fields, filters, or logic worked best?In addition, what controls, best practices, or system setups have you found effective in preventing these issues from recurring (e.g., automated alerts, required fields, workflows, or periodic reconciliations)?Any examples or lessons learned would be greatly appreciated.

Hello Community,I have created a custom popup dialog in the Sales Order Entry screen that prompts users for additional fields, when they Save or Remove Hold on an order.Currently, the dialog shows the default title "Details".I would like to dynamically change the dialog title so that it gives more context to the user. For example:Opportunity <OpportunityID of the linked Opportunity> - Close as Wone.g. Opportunity OP000123 - Close as Won I tried using PXDialog.SetCaption(...), but I ran into the error:CS0103: The name 'PXDialog' does not exist in the current contextThis suggests that my project does not recognize the PXDialog class, even though I’ve added the code inside the AskExt initializer.and custom dialog box is only in Code Editor & I’m, calling it from Key = Document (No Action Created) I changed the name for testingQuestions: What is the correct way to override or set the caption/title of a popup shown by AskExt?  

Since the design of Blanket Purchase Orders requires sending child orders with different PO reference numbers. My thought was to just create a different PO version for Blankets that states somehting along the lines “a series of purchases are promised for the below material, etc.”. But, how do I use a different Purchase Order template for the different order types? The system does not seem to distinguish between different purchase types and references the same report version. I feel this is confusing on our vendors not knowing a different PO # is being used to call out the releases. If there is a better way, please let me know. 

I have a customized report . I have two users and both users have the same roles assigned . Both have administrator access. Both are able to open the report but only one user can see the data in the report, for the other user the report although opens there is a no data. Basically the report works for one user and for other user the report is blank (it opens). I have tested with the same document number to open in the report.Is there any setting ? I want to make this report visible for both.

I’m building a scheduled Business Event to send vendors a consolidated PO status update. The Generic Inquiry and subject line tokens work fine, but the email body is always blank — even if I simplify it to just <p>Test</p>.Has anyone else seen this behavior?  So, I’m working on a scheduled Business Event that groups Purchase Order lines by vendor and sends each vendor a consolidated notification email. Generic Inquiry: OutstandingPOLines Business Event: Trigger by Schedule, “For Group of Records” grouped by Vendor.AcctCD Notification Template: Includes branding, explanatory text, and a <foreach> loop to list all PO lines per vendor. The goal is: One email per vendor (instead of one per line). The body should include a table of open PO lines. IssueThe Subject line renders correctly with tokens like ((Vendor_acctCD_description)), but the body is completely blank in Email Activity and in Outlook. Even if I remove all tokens and leave only <p>Test</p> in

I have a receipt that has been released and I can’t attach it to an AP bill because when I do, and then try to complete the process for the AP bill, it tells me that the Project Task was changed between the PO and POR and now I can’t process. I also can’t return the POR because I can’t change the Project Task. I created a dummy PO and POR so I could pay the bill, but now I have that POR “stuck”. Can I override it someway to mark it complete so it goes away? Please help!

We need advice for this error since support is taking a while to resolve. We have templates in the Aborted sync area due to an error from the option label already in use. Just replace “Daisy” with any option label. We have 13 with this error. Does anyone know what may be causing it? We have not change connectors, nor does the import/export settings for templates been changed. We use BigCommerce for our commerce platform.Error: The option label: "Daisy" value is already used on this option.;Status: 422 Things we have tried so far:Deleted variant options in BigCommerce to reinstall from template SKU resync Delete SKU completely from BigCommerce to install with new external ID Manually resolved option in BigCommerce to mirror Acuamtica’s settings for the SKU We have not rebuilt the template in Acumatica. Please let me know what your take is, cause I am pulling at straws.

Would someone be willing to review this sample customization and confirm if it’s a bug that needs to be reported, or if I’m not attaching the file correctly? You can see the screenshots below, showing the UploadFile.Name field in the Database, before and after sending the email. This change to the file name happens during the PXNoteAttribute.AttachFile() method call. The record key fields in the file name are changed to a GUID. Files Names before sending the email.File Names after sending the email.I was able to solve this by programmatically creating a copy of the file, then attaching that to the email. However, we really don’t want to be creating that many duplicate files.This causes an issue in our production instance: We have a lot of revisions on our sales orders, and with this bug, when new files are uploaded after sending the email, a duplicate is created, rather than a new file revision, because the names don’t match anymore. 

Hello ,We have developed several customization packages for one of our clients. These packages are published on a regular schedule (daily, weekly, or based on new feature deployments).Currently, every time we publish customization packages on the live site:The application restarts automatically.We need to ensure that no users are logged in at the time of publishing.This creates downtime and risk if someone is actively working in the system.We have also tried automating the deployment process using the Customization API (via Postman), but we observed the same behavior — the server restarts after publishing.Our Questions:Is there a way to publish customization packages while users are working, without causing downtime?What are the risks and potential data integrity issues if customizations are published while users are active?Are there any best practices or guidelines from Acumatica regarding safely deploying customizations in production?Are there recommended deployment strategies (e.g.,

Hi!Can I please know the layout rules I should put in the below screen (Projects) in order to have the Margin Amount and Margin Percent on the same level?Thank you!