Discussion Forums

I just want to confirm the EXPECTED behavior of a synced email. The email syncs to the CONTACT record on the account. If that email appears on multiple records in Acumatica the email will not sync to any of them as it doesn’t know where to put it. The email only shows in the ACTIVITES on the record it syncs to - and NOT in the Activities on the top level of the Customer account There is no native way for users to see ALL The emails they have synced into the system.Anyone? Am i getting this correctly? And if so - can we have a feature request for #2 so my sales team has a way to see the emails they have synced? 

Hello,I have been trying to automate the creation of a snapshot and have come up short.I've tried adding in the exportSnapshotCommand action and parameters into an extended endpoint, but when I call the endpoint, all I get is a 204 status and no snapshot is created.Similarly, I've created a customization project where I wrap the tenants screen in a custom screen then try to automate the snapshot creation from there. That process also successfully calls the exportSnapshotAction after prefilling the export parameters, but no snapshot is created. Has anyone successfully automated snapshot creation?Is it possible to automate snapshot creation?

I am trying to add a $ sign to my GI. I saw this formula “ =’$’ + CStr([ARTran.CuryTranAmt]) ” in the community but there is one challenge with it. It resulted in 4 decimal places. I’ve tried a lot of formulas to reduce it to 2 decimal places per my company requirement but its not working. Is there any way to make this work.ChatGPT gave me this instructions to apply but for some reason I can't find the properties to apply the Data Type = Decimal. and format Format = $#,##0.00. 

We tried to reconcile an asset with a transaction.  We clicked on process and then we see the error message “The fixed asset has unreleased reconciliation transactions.” next to the Accrual Balance:There are no Fixed Asset Transactions matching this for us to release.  Where can we find the reconciliation transactions to release?

Does anyone have an inventory usage/inventory aging report xml that they could attach? I’ve been trying to create one with a GI but having trouble getting it to work correctly.Thanks for the help!

I’m looking to connect with other distributors in the Milwaukee, WI area who are using Acumatica Distribution Edition. We’ve been on Acumatica since August 2023, and I’d love the opportunity to compare notes, share ideas, and learn what features others are finding most useful. Hopefully, we can help each other continue to learn and grow within the Acumatica environment.Thank you!Jay

Hi There, I tried to attached invoice to AP bill but got an errorcode: 406. Could you please advise? Thank you.  

Hi Everyone, I'm currently working on an implementation for a manufacturing business and am wondering what best practices for tracking “downtime’’ in production orders during the manufacturing process. For example:a production worker is injured during the production run and the manufacturing line halts for 30 minutes.  or a piece of machinery has techincal issues and is serviced on the fly for 10/15 minuteswhat would be the best way to track this downtime vs the actual labor captured.Open to any ideas, recommendations.Much appreciated 

Hello all,i want to achieve, that the Marketinglists, a Customer has, are also subscribed in Contacts, that are created out of the Customer.Problem:For example we have the following Customer/business account, with the following Marketing-lists checked;When a contact is created out of the business account, no marketing list is checked/subscribed: The Customer whiches it to be like that automatically, when a contact is created out of an business Account, so that the contacts marketing lists always match with the ones of the customer.How could this be done? Thank you

On the “Bill of Material” screen, I am looking to mass import by operation ID/work center, along with all the corresponding steps so I don’t have to manually enter the same instructions on each BOMID.

Hello Everyone, We have converted our custom screens to Modern UI, as well as the default screens that contain custom fields, by creating extension files. These have also been converted to Modern UI.We then added the corresponding .ts and .html files into the Modern UI folder of the customization package. However, when we tried to publish the package, we encountered issues, primarily with the default screen extension files. The package is not being published, and we are experiencing errors related to the' npm run' while publishing the package.Any insights or suggestions would be appreciated.Thanks in advance  Custom screen:KNPI1010.html:<template>    <qp-fieldset id="form_00" wg-container="KNPISetups_form" view.bind="KNPISetups"  >    <field name="PayInvNameCD" class="label-size-m control-size-l" ></field>        <field name="Description" class="label-size-m control-size-l" ></field>        <field name="IsActive" ></field>    </qp-fiel

I’m trying to add a custom Cancel button on the Sales Orders screen (SO301000) using the Customization Project Editor.Steps I took: Opened the project → Screen Editor → SO301000 Expanded DataSource: SOOrderEntry → Toolbar → Standard Tried Add Controls → Button under the Standard toolbar Issue:When I drag/drop or select “Button,” nothing shows up in the tree (the button doesn’t get created).Has anyone faced this before? Am I missing a step to actually insert the new button into the toolbar?

Hi everyone,I’ve encountered an issue with invoice printing in Acumatica. For invoices that contain multiple analysis keys (subaccounts), only one key is currently printed on the invoice.I would like to display all analysis keys that appear on the invoice, separated by commas (e.g., 10, 20).The challenge is that the Report Designer doesn’t support loops or iterative logic, so a manually written expression would have to check and concatenate each line individually. This quickly becomes impractical for invoices with many lines.Has anyone found a reliable way to display all analysis keys for an invoice in a single field on the report? Any guidance or workarounds would be greatly appreciated.Thank you in advance!  

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?