Discussion Forums

I have a simple maintenance screen, where each record is a “Commission Rule”.The “Include If” field is a formula that will be built to return True or False, to determine if the rule should be “included” in commission pay. I’ve set up some dummy data, and have been able to get some sample values to show up in the “Fields” section. How can I populate the values for these variables at runtime with data from the current record being processed, and calculate the result? Can I? I’ve done a lot of digging in the source code, and I haven’t been able to figure it out. All the usages of the formula field in Generic Inquires and the Product Configurator seem way more complicated than what I’m attempting here.  

I created a custom setup screen with a DAC (**Setup) and SQL table. The CompanyID value stays, but all other values get cleared every time I republish the customization package. My DAC doesn’t currently include CompanyID (only in SQL).Why are my saved values being cleared after publish, and what is the correct way to handle CompanyID in a custom setup DAC?   

Hey does anyone have any import scenarios that are just simple to update stock item descriptions from an excel provider? Here is what I have so far, it should just be look up the inventory item, fill in the description, and save. But for some reason, I keep getting errors saying  Error: The [InventoryCD] identifier is already used for another business account record (vendor, customer, employee, branch, company, or company group). 

I have discovered that the global search fails under certain circumstances.  Is there a document that indicates what words will return invalid search?  (I did restart Full Text Search)Examples: 

I’m trying to add Access Rights to my Customization Project, but it’s not working!I click the Add button on the Access Rights page of the Customization Project Editor, key a screen code or click the screen name selector, and … nothing happens. I eventually get a popup:Localhost says:Execution Timeout Expired. The timeout period elapsed prior to completion of the operation or the server is not responding. I’ve restarted the IIS App Pool. Rebooted. Republished. No difference. I eventually used SQL Profiler to find the offending SQL query. It’s this one…SELECT /* AU.20.52.00, 388CE942 */    MAX( [SiteMap].[NodeID]), /*some field omitted for brevity*/    [SiteMap].[ScreenID],     MAX( [RolesInCacheInProject].[CreatedByScreenID]), MAX( [RolesInCacheInProject].[CreatedDateTime]), MAX( [RolesInMemberInProject].[CompanyID])FROM [SiteMap] [SiteMap] with (nolock)LEFT JOIN [RolesInGraph] [RolesInGraphInProject] with (nolock) ON ( [RolesInGraphInProject].[CompanyID] IN ( 1, 2) AND 8 = SUBSTRING( [

I’ve created a SQL view/dac that returns exactly the values I need for two text boxes in my Acumatica report.The main report already has multiple tables and relationships set up, and everything else is working correctly.However, when I add my view to the Relations tab (joining it to ARTran or other tables), it changes the results in other parts of the report — likely because of how the join is multiplying rows.What I need is: To use my view standalone, so it does not interfere with the existing report data. Pull values from the view into specific text boxes based on parameters (dates, etc.). Ideally, avoid creating joins that will affect the main dataset. Please guideThanks

Hello everyone,I have created a custom field named `UsrPMV1` that should allow me to select an employee. This field has been added to the `BAccount` table and configured as a dropdown (`PXSelector`). It is supposed to fetch data from the `EPEmployee` class and display values from its `AcctCD` field.However, when I test it on the form, the dropdown remains empty.Here is my current code:namespace PX.Objects.CR{    public class BAccountCustomExt : PXCacheExtension<PX.Objects.CR.BAccount>    {        #region UsrPMV1        [PXDBString(200)]        [PXUIField(DisplayName = "MA Product Management")]        [PXSelector(            typeof(Search<EPEmployee.acctCD>),            typeof(EPEmployee.acctCD),                  typeof(EPEmployee.bAccountID),               SubstituteKey = typeof(EPEmployee.acctCD),             DescriptionField = typeof(EPEmployee.acctName)         )]        public virtual string UsrPMV1 { get; set; }                public abstract class usrPMV1 : PX.Data.BQ

When looking up a Location in forms like an Inventory Issue transaction, make it so that locations with inventory on hand show up first.  The current lookup in an inventory Issue sorts purely by Location which usually forces the user to filter on the on hand column.One idea I had was to add a check box at the top of the Location lookup screen that is labeled something like “On Hand Only” that is checked by default, which would filter the listing down to locations that have inventory on hand.Another idea is to just sort first by On Hand descending, and then by Location.This idea has been in my head for years, but a new customer that is about to go-live asked me about this today.

Emails are just sitting on Pending Processing when i go to Exchange Synchronisation Process and Process error below prompted; CS Error: An error occurred during the synchronization of emails.You have exceeded the available concurrent connections for your account. Try again once your other requests have completed. When i tried t initialize server as belowbelow error prompts;You have exceeded the available concurrent connections for your account. Try again once your other requests have completed.

This formula has worked fine for months. Nobody has messed with it recently, but it suddenly doesn’t want to work. The printed form just spells out the formula text and doesn’t display the retainage percent being called. What could cause this to break itself?   

Good day,I want to send GI results in one email.  Below is the email. Right now it is sending one email for each line.  However do I get it send the GI results in one email.  I have business event set up tor run export results that feeds into the Email notification.Any assistance would be helpfuiEvan 

In this Coffee & Code session, we’ll dive into OAuth and APIs, with a focus on creating and managing custom endpoints, and use of different parameters for integration. We’ll walk through the fundamentals of OAuth authentication and authorization, explore how APIs can securely expose data, and discuss best practices for designing custom endpoints that extend platform functionality. A live demo will showcase how developers can implement OAuth flows and build custom endpoints that integrate seamlessly with external applications. We will also discuss the upcoming changes related to the API integration and how it affects the ISV solutions.Speakers: Natesan Sivaramakrishnan Technical Account Manager Vidhya Hariharasubramanian Lead Technical Account Manager Varthini Bhaskaran Sr Technical Account Manager   

I am looking to create a GI that will allow our users the ability to see their requests and pull information from the Requisition and/or Purchase Order that was generated from their request. I am running into some challenges and thought I would reach out to the community…1) Our Requisitions are created by our purchasing team, thus from a request to a requisition there is no insight into who the requisition was requested by only a created user. I do see that on the requisition you can look at the Request Details and see an Employee ID - does anyone know the DAC that link these? 2) Is there an ability to create multiple requisitions to one purchase order? I ask this because if this is the case, we could have a requisition that was requested by multiple users. As the information is merged together into one purchase order I need to provide the ability to show the multiple users their requisition and purchase order information.Overall, I am working on providing more insight for our users to

Hi All.I have created a custom calculated field in the Price/Cost tab of the Inventory Item screen. It is working fine and populating data there, but in the Generic Inquiry (GI) it shows null values for some rows. However, when I click on an item from the GI and open the Price/Cost tab, I can see that the data exists.Can anyone guide me on what might be causing this?I have attach the customization Package 

Im using this query to get data from InventorySummaryEnquiryResultvar query = new PXSelectReadonly<InventorySummaryEnquiryResult>(new PXGraph()).Select<InventorySummaryEnqFilter>().Where(s => s.SiteID == 13).FirstOrDefault(); But i have an error message in the app Invalid object name “InventorySummaryEnquiryResult”

Acumatica has a PMProjectRevenueTotal DAC which I can join to the Projects GI to display projects’ Contract Total.  Why does it not include a similar PMProjectExpenseTotal DAC?  I can implement a custom DAC, but I’m wondering why Acumatica doesn’t have one, in case I’m overlooking a difficulty implementing one. 

How do you record scap qty when using MDC and the scanning screens for MFG?We don’t see anywhere to enter a scrap QTY.Example:Produciton order was for 10We made 7 good ones and 3 bad ones(Scrap).Where do I enter the bad (scrap) qty?Thanks! 

I’m having a little trouble with a Project Transactions Import Scenario. I’ve tried a few variations. Some error out with View: Document and this one creates the tranaction but only writes one record in the details section (there are 22 in my sample)I have also tried the ACU version and it fails also. I know I’m missing one thing, but can’t quite place my finger on it. I’ve walked this exact transaction through manually and the system will take these fields. Any input would be greatly appreciated.  

on the following order the subtotal is $2154.72. But on the SO there is no section for it. Is there a way to have it appear in the top section of a sales order?  

We've encountered an issue when creating purchase orders: if the vendor and the branch are in different tax zones, the system prevents the PO from being created.To work around this, we set the vendor's tax zone to "Exempt," which allows the PO to be created successfully. However, when AP enters the bill, the tax zone defaults to blank due to the exemption setting.Is there a way for the AP bill to automatically pull the tax zone from the branch receiving the product instead? This would help us maintain accurate tax handling without having to override or manually adjust fields.Looking forward to your guidance.

in the home screen for sales quotes. When I go to do a search for a customer or quote number using the search bar it does not do anything.  

Hello, I am getting this error when attempting to void a payment that is stuck in Pending Processing status: I have a list of about 20 payments that are stuck in this status, and a majority of them never actually made it to the external processing center, Authorize. They don’t appear in their records.  Since they are stuck in that status and never actually charged the card, I want to void them. However, I get that message that they are locked for editing. I cannot delete or void the payment.  Any ideas on how to resolve this? Thanks!

I am trying to void multiple integrated CC payment documents where the authorization has expired, but I get the following error message:“The payment is locked for editing. Please wait for the external transaction result. If the payment does not get unlocked, click Actions > Validate Card Payment to request the transaction result from the processing center.”When I click the “Validate Card Payment” action button I get the following error message:“Updating 'AR Payment' record raised at least one error. Please review the errors. Error: The 06-2025 financial period of the HIVIS company is closed in Accounts Receivable.”I cannot open the closed period. How do I void these payment records?

Meet Brendan White our Acumatica Community Featured Member for September 2025. It’s great to have you as part of the Acumatica Community ​@bwhite49!Hello community! My name is Brendan White, and I’ve been working with Acumatica since around 2019. I started my Acumatica journey working as an end-user for a manufacturing company in the health food industry.For the past 2.5 years I have been working for Mayer Group. We are an Acumatica partner supporting a diverse group of manufacturing, distribution, and commerce customers. My role in the company revolves around reporting, data updates, and process improvement. You can learn more about us here… https://mayererp.com/I live near the city of Ellsworth situated on the US state of Maine’s coastline. Having Acadia National Park at my doorstep is a treat and a privilege.In my free-time, I enjoy hiking, studying nature, creating habitat for birds and pollinators through meadowscaping, and of course hanging out with my wife Hannah.The Mayer Group

A client is requesting restriction groups to limit what accounts/subaccounts can be used with each branch. I have this mostly configured but they would also like: when a user selects a certain GL account, only 1 subaccount should be available for selection. So, for example, the user selects account 123456, only the 1000 subaccount is available. The catch is, they still want to be able to use the 1000 subaccount outside of the GL accounts that it’s required for. I set up 2 restriction groups per this knowledge base article: Visibility of Subaccounts by Account Knowledge Base ArticleAnd it works. When 123456 is selected, only 1000 is shown. But I also need 1000 to be available (not required) when GL account 789101 is selected.