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I am trying to create a report where I want to filter Receipt numbers based on the Vendor.I attempted to use the following expression:=Report.GetFieldSchema('POReceipt.ReceiptNbr,VendorID')But this is not working - the lookup does not return the expected receipt numbers for the selected vendor.My goal is to allow users to select a VendorID first, and then the ReceiptNbr dropdown should only show receipts that belong to that vendor.Has anyone implemented this kind of dependency between parameters (Vendor → ReceiptNbr).Any guidance would be appreciated.

We want to set up the enable/disable for a new customer but when we try to set up there is no Project and budget forecast in the details. Is it because the license or Project is actually add on feature? Can somebody help me to explain about this? i really appreciate, thank you

We are having issues tracking manual price changes on sales order lines. The business has removed the ability to manual price change from most staff but if we had proper visibility its likely we could give the access back to select staff members which would solve alot of problems created by removal of the function. There are genuine reasons why we need to manually price something and what i’d like to be able to do is exclude manual price changes by specific people from appearing in a GI. I am using a sales order by line report then using various filters to work through the data to remove lines that are ok (some of this is SO created by vs SO Line added by and if its been added by someone who is allowed to manually price it can be excluded) but I'm left with lots of lines that on face value look like they have had a manual price change but when I go into the audit trails the line has been modified by an approved person. Does anyone have a GI built or could share what needs done to allow

When, trying to do confirm shipment for Amazon SO order, we are getting and below errorAnother process has updated the 'SOAddress' record. Your changes will be lost.  

Hi All,We have usecases across clients that are coming down to the User only seeing Records assigned to a Branch he is logged into.The User has access to all Branches, but should only see Records that are (1) not restricted and (2) that are restricted to the Branch the User is logged into.Currently/natively, it seems that ACM either gives you access to everything based on the Branch Roles assigned to the User, or the User needs to only be assigned to one Branch to apply the Restriction. Using the Restrict Visibility on Master Records was our first choice until we realized that it applies on a role level rather than looking at what Branch the User is active in.restriction Groups are also applicable. Do we know if there is a workaround or other native options here to make this work? There seems not to be a good way to do the following: User works for both Branch 1 and Branch 2. (has both Roles assigned).User is logged into Branch 1. User should only see relevant Vendors for Branch 1. Onl

Has anyone seen an integration with Ramp (www.ramp.com) for Acumatica? I’ve seen an uptick in prospects looking for an integration with Ramp. This system looks to be what many start-ups are using for issuing Corporate Cards to employees. I’ve heard some people say that Ramp works with Plaid but I can’t find anything supporting that. 

We do not track serial numbers.  I read that I have to enable Lot/Serial tracking to get Receive and Put Away to work.  I have enabled it.Releasing Receipt Error:Stock Item Screen, Lot/Serial is Not Tracked:Lot/Serial Class: Purchase Order Preference: Item Class: All warehouse locations are no validation.What am I missing to configure this correctly?  Any advice would be appreciated.

I am creating a new screen and I’m trying to use the autonumber for it. i was following the below post to try to get it working. It fixed the first initial error but I am getting a new one that i cant seem to fix. Does anyone have any ideas on what is wrong with it?  everytime i try to save it, it says that the field “Planid” does not exist. here is where the field should be pulling the autonumber from.here is the dac extension for that field.namespace PX.Objects.AM{  public class AMPSetupExt : PXCacheExtension<PX.Objects.AM.AMPSetup>  {    #region UsrProdPlanNum    [PXDBString(15, IsUnicode = true, InputMask = "")]    [PXDefault(PersistingCheck = PXPersistingCheck.NullOrBlank)]    [PXSelector(typeof(Numbering.numberingID), DescriptionField = typeof(Numbering.descr))]    [PXUIField(DisplayName="Production Planning Number" , Visibility = PXUIVisibility.Visible)]       public virtual string UsrProdPlanNum { get; set; }    public abstract class usrProdPlanNum : PX.Data.BQL.BqlString

Not sure how this has been vetted but significant issue with report.  It will show invoices and payments for voided vouchers instead of either excluding them from the report or showing zero in the invoice and payment column.  This is when you use the summary level and is very disappointing and incorrect way to show the data. 

what does it mean to add a negative quantity to a return for credit order type? does it removes the invoice balance or does it credit the account? please advise. 

Hello, on an invoice when a description is added it appears when statements are sent out. Any way to make sure it doesn't appear?   

How do I import the attachment with an import scenario?   The AP Document has an file attachment.  I am creating the AR Document based on the document lines in the AP Document. I can get the attachment file in an generic inquiry - On the APInvoice it is the NoteIdWith the import scenario I have the option to update the Note Text field but do not find the option to update the Files. 

Good day, Avalara has the ability to calculate sales tax by entering the Latitude/Longitude manually.  My question is does the Acumatica - Avalara integration set up to pass this information from the Project Address tab.  Some of our projects have a state/city/ postal code but not actually address just a location on a pipeline.I have seen any documents or announcements.Thank you 

We have customers with 60-day payment terms, but it typically takes them 5-7 days to process payments after they're initiated. This causes invoices to show as past due in our Aged AR reports even though the customer has already started the payment process.Is there an out-of-the-box way to add a "grace period" or "payment processing buffer" to the Aged AR aging calculations? Ideally, we'd like to add 5 days to the due date before an invoice shows as past due in our reports.I know we could adjust the payment terms from 60 to 65 days, but we want to keep the actual invoice due dates at 60 days and only adjust how aging is calculated for reporting purposes.Has anyone solved this issue?

Hello Acumatica Community members,Do you know if it is possible to see the time a transaction is posted without having to turn on audit activity? I’d like to see the time stamp on our generic inquiry in Accounts Payable and Accounts Receivable. Thank you,Kay Howe

Hello - We are creating a generic inquiry to be able to search for Freight values by vendor and/or property, and want to be able to have the system generate the Total Freight amount depending on the filters the user selects. We have experimented with adding the ‘Sum’ to the Aggregate Function column for the Data Field usrTotalFreight, but that does not seem to be generating anything. Am I missing a step? Attached is the GI for reference as well. Thank you!!  

Hello All,I have been working on trying to disable the Lot/Serial Nbr. selector field on the grid section of the Inventory Receipts screen (IN301000) through code, but it’s not working as expected.I was able to successfully disable the unitCost field on the same grid, so I’m not sure what is preventing the Lot/Serial Nbr. selector field itself from being disabled/enabled. Here is the code I am using: public class INReceiptEntry_Ext : PXGraphExtension<INReceiptEntry>{    protected void _(Events.RowSelected<INTran> e, PXRowSelected baseHandler)    {        baseHandler?.Invoke(e.Cache, e.Args);        if (e.Row == null) return;        PXUIFieldAttribute.SetEnabled<INTran.lotSerialNbr>(e.Cache, e.Row, false);    }} If anyone could help me with this, it would be really helpful.​@darylbowman ​@Naveen Boga 

Hello all,We are having issues when creating a move transaction for a production order, even though all materials have been allocated to the production order, when we try to release the move transaction we get a backflush error : “Backflush material shortage was found for the item in the 1 line of the operation in the order.”.Error MessageTraceWe noticed that this happens when we allocate material, by clicking Line Details on Production Order Details and checking the allocated box, and the available quantity in that location is less than the material required. Allocate materialInventory summary says we don’t have any availableProduction order details says we do have quantity availableOur workaround is to not allocate the material , however, this causes problems with our inventory because it takes material from other locations and not the ones specified on the BOM.All of our items are manufactured on a various work centers, an item can only be manufactured on one work center. We created

Hi there, We are considering using Smarty Address Verification via API. Has anyone here had success with this integration? It would be very helpful to know if someone out there has already made this work and, if so, whether they are happy with it or not.  Thank you!Jon Hunsicker

Hi, I have changed the description. I want to know where the previous value is store. OldValue = ‘RMA-3693 - General Returns’NewValue = ‘RMA-3693 - General Returns- AAA’It’s a record from ScreenID = ‘SO301000’  

Hi,Does anyone know if there are any Acumatica resellers in France, and is the Acumatica product compliant with French fiscal requirements ?Many thanks

I’m struggling with a problem.  Whenever our Internal Sales Order (repurposed the regular SO form) goes to a page 2, we lose Order No, Order Date and Customer ID value.I am running it with the parameters for a single invoice.  Thoughts?Page 1Page 2  

We started looking at Dataself recently.  We have been doing a “roll your own” data warehouse for reporting with PowerBI, and it’s been painful.  The PowerBI side is great, but we’re working with our MSP who has some knowledge of ETL and data warehousing, but no knowledge of Acumatica dataWe have a Dataself demo later this week, but I’m curious about the communities thoughts.

How do I translate the ContextScreenId from the resource governor into an actual Screen ID? I have a user who is making the resource governor trigger and I cannot find what screen is causing the issue.  Data from Resource Governor:ContextScreenId = ~/GENERICINQUIRY/GENERICINQUIRY.ASPX?ID=B65DA13B-32EF-4C2F-8772-E545BB718F76ContextUserIdentity = <REDACTED>CurrentCompany = <REDACTED>EventID = ResourceGovernor_RequestTerminatedEventIdSourceContext = ResourceGovernorCustomData =[  {    "ContextID": "D5B4327E5D066E8311F0850A30104E5C",    "Screen": "~/genericinquiry/genericinquiry.aspx?id=b65da13b-32ef-4c2f-8772-e545bb718f76",    "ElapsedSeconds": "53",    "TypeOfRequest": "UI-GI",    "ErrorType": "UIRequestDisconnected",    "CurrentCompany": "<REDACTED>",    "CustomMessage": "Denial Code 527- The operation was cancelled because a client was disconnected. Contact your provider for further assistance. CorrelationID: 8DDE72E391364E9; Timestamp: 2025-08-29T18:59:46.8562665Z" 

Hi has anyone managed to get the PDF Annotator to work with the GI. As in when we open the AP Bill we can click on the View PDF and see the file attachments on the bill.I want to move this up a level to the Bills and Adjustments GI so that as you select a row you can view the PDF without opening the bill. I tried doing the followingI get this error.