Discussion Forums

Our client wants to have two separate continuation pages: one for the original contract, then one for any change orders. I added a formula to group change orders separately - the client adds them in separate tasks starting with “CO”. This formula is working like a charm except the change orders always appear first. I’ve tried every group formula I can think of, changed between ascending and descending, etc., and get the same result every time. Has anyone else come across this? If so, how did you address it? First GroupSecond Group 

Hello everyone,I’m experiencing an issue with the invoice reports: the invoice discount is currently displayed as a separate line item. This causes two main problems: The line numbers in the invoice start incorrectly at 2, because the discount is counted as a regular line item. The sales order number (SOOrder.OrderNbr) and customer contact information (Customer.ContactInfo) are not displayed correctly when a discount is present.     I tried to fix the line numbering issue by adding a filter to the detail section in the Report Designer:=IIf(Not IsNull([ARTran.InventoryID]) And [ARTran.TranType] <> "Document Discount" And [ARTran.LineNbr] >= 1, True, False) This hides the discount line, but the line numbers still start at 2 instead of 1, and the sales order number and customer contact information still don’t show correctly. Expected Behavior: The invoice discount should not appear as a separate line item. Line numbers should always start at 1, regardless of whether a discoun

Hi, I want to create expense claim but when i try to select the expense item, i can not find any list of my Inventory ID (Non-Stock Item with type Expenses). Please help me to to solve about this, thank you.  

Hi, i want to create a request but the while i try to select one of the chart of account and subaccount form on of my item request, there’s no option to selected the COA and Subaccount. I already import the COA and also create the Subaccount. There’s any step that i miss while i config?Here i attach the capture of my problem, i really appreciate you responds and help. Here is the capture of the Subaccount for the Request\ 

I have encountered an case where my client is sending POs from Acumatica to another company which is also using Acumatica. Because both companies are using the default Email Tags [ ] they are having issues communicating with each other as their emails are routing incorrectly. With the expansion of Acumatica clients I have a feeling that this is going to become a more common occurrence. Is there any plan in place to handle this type of issue? Aside from changing my clients Email Tags, which many of their other vendors are now used to, what can we do to resolve this communications issue?

I am trying to create a report where i am not able to get the Alternative ID a dropdown table. Alternative ID comes from INItemXRef table and for my report relevance, Soline table.Can’t seem to bring any of the table in the Alternative ID dropdown parameter by using any of the below  =Report.GetFieldSchema('INItemXRef.SubitemID,AlternateID')=Report.GetFieldSchema('INItemXRef.AlternateID')=Report.GetFieldSchema(‘Soline,AlternateID') in the View Name: field. Infact any thing put in View Name omits the Altenate ID parameter itself as seen in the picture.  Any Idea what could be done?

So, i want to create a request but why the name of employee can not be found only the customers.I create a request class with name employee, but still it can cot link to request. How to solve about this, cause i want to create a request demo by show the request is employee. Thank you

One of the import scenarios that we run has been producing a “divide by 0” error for some, but not all, of the processed lines. I’m not a 100% sure, but I believe the formula is the thing causing the issue. However, I don’t see any division equations in the formula. Could there be something else causing this issue? The equation: “=IIf( [POReceiptLine.PONbr]=Null, Concat(CStr(Left( [POReceiptLine.VendorID_Segment1],7 )),'-',CStr([POReceiptLine.ReceiptNbr]),'-',CStr([POReceiptLine.LotSerialNbr])), Concat(CStr(Left( [POReceiptLine.VendorID_Segment1],7 )),'-',CStr([POReceiptLine.PONbr]),'-',CStr([POReceiptLine.LotSerialNbr])) )” The Import Scenario.   

Hi, is there a known issue with GIs that are linked to Pivot Tables - v 2024R1/2024R2. I have a number of GIs that have Pivot Tables. When I try to unpublish the GI I get this. All the information on web points to going to Pivot Tables and deleting it, but it still returns the same error.  

Hello!When trying to create an Adjustment for Physical Inventory for an item that has been Transferred to a Project (Track by Project Quantity), the system throws the error “Insufficient Qty. On Hand”.The only resolution we can find is to transfer the qty. back to Project X, or delete the item from the PI Adjustment and manually create an Issue doc. instead.Am I missing something?

Hello,  We are trying to set up our Amazon Connector in Acumatica. The Product Link, Availability, and Sales Order work just fine. However, when the Shipment was confirmed in Acumatica, no records show up to sync when clicking Prepare Data. Does anyone know any special setup or tricks to get this shipment to show up to sync. It’s not that the sync fails… there isn’t anything to sync in the first place when there should be. Lastly, does anyone who uses this connector know how long it takes for the payment to sync over from Amazon seller central? Thanks in advance!

I am working on an SO Order generic inquiry that lists the Requested On field date as just Month Name (e.g. if date is 10/20/2025 the results should read October).  Here’s my GI edit and the resulting issue.  

We’re running into issues trying to short ship in Acumatica when items turn out to be missing after the shipment and pick list are already created.Here’s our Current process:If we discover the shortage during picking:Change Sales Order Preferences > Warehouse Management → Short Shipment Confirmation to “Allow with warning.” Pick what’s available and click Confirm Line Quantity. Confirm the Pick List and export Picking Details for reference. Delete the Pick List and Shipment. Adjust out the missing goods, update the Sales Order, and re-create the Shipment.So even though Acumatica lets us pick short, it won’t let us ship short — when we try to confirm the shipment, we get this error:“One or more lines have unassigned Location and/or Lot/Serial Number”It seems Acumatica still requires every line to have a valid location and/or lot/serial assignment, even when we intentionally didn’t pick the full quantity. Since we can’t modify the shipment quantities directly, we end up deleting the s

I have dac: using PX.Data;using System;using PX.Data.BQL.Fluent;using PX.Objects.GL;using static PX.Objects.AP.APTran;namespace ASAmazonIntegration.Ext{    [PXCacheName(Messages.SPAmazonTransactionMapping)]    public class SPAmazonTransactionMapping : PXBqlTable, IBqlTable    {        #region BindingID        [PXDBInt(IsKey = true)]        [PXDBDefault(typeof(SPAmazonStore.bindingID))]        [PXParent(typeof(SelectFrom<SPAmazonStore>.            Where<SPAmazonStore.bindingID.                IsEqual<SPAmazonTransactionMapping.bindingID.FromCurrent>>))]        public virtual int? BindingID { get; set; }        public abstract class bindingID : PX.Data.BQL.BqlInt.Field<bindingID> { }        #endregion        #region TranType        public abstract class tranType : PX.Data.BQL.BqlString.Field<tranType> { }        [PXDBString(15, IsUnicode = true, IsKey = true)]        [PXUIField(DisplayName = Messages.TranType)]        [PXDefault(PersistingCheck = PXPersistin

Has anyone been able to utilize Amazon Shipping and buying their labels using the native Acumatica connector and keeping the process within Acumatica? 

In most situations, if I have an order with two lines--one line that I have stock on, and one line that I don’t (and the order is set to Backorder Allowed), when I create a shipment it only has the item that I have stock on.We’ve found a small subset of shipments over the past year (as far as I went back) that, with the example order above, show both items but the item with no stock has a Shipped Qty on the shipment of zero.  I looked at audit detail and it wasn’t added and then changed--the system (we create most shipments from the Process Orders screen) created the shipment with two lines, one with qty and one without.We discovered this because one of our warehouse managers had a pick ticket with multiple zero qty lines on it; he asked if this was something that “broke” during our upgrade (we moved from 23R1 to 25R1 last month).  I dug deeper and found about 10 shipments each month this year with zero qty lines added.This isn’t necessarily a problem, but I’m really confused what the

Hello,under “all E-Mails” we have the tab “all records”. When i archive an e-mail in the “all records” list, the archived E-Mail is now visible under “archived E-Mails” but still also visible under “all records”.I want to build in an steady filter, that excludes the archived e-mails, so that archived e-mails are only visible under “archived E-Mails” and not under “all records” anymore, So to sum it up, i just want to exclude the archived e-mails under “all records”, without using an standard temporary filter. (Via graph extension for example).I dont want to do it like shown in the folliwing screenshot, because i dont want a new tab, i just want to edit the existing “all records” tab non-temporarily: How can i build the code to do that?Hope you can help. Greetings  

Hi Team,We have issue with purchasing to appointments.We used to be able to add the vendor to the appointment, but now the field FSAppointmentDet.POVendorID is locked for editing. This was needed so that on the Create Purchase Orders process screen (PO505000) we could filter by vendor and the appointments would all come up to select and generate a PO from the lines. This is xxxx who service many sites and we need one PO with many lines. Without the vendor in the appointment we have lost the ability to filter the process screen to create the PO. We noticed the Service Contract Schedule now has a vendor, which would work, except it doesn’t flow to the appointments so what is the point? Please see the below screenshots    

Hi everyone,I’m trying to create a custom API endpoint in Acumatica that simply calls a custom function inside my code (for example, to run some business logic or integration helper).Basically, I have a function inside a helper class (for example: AuthorizeExistingPayment()), and I’d like to expose it through the Acumatica REST API so I can call it externally — something like:POST /entity/CustomAPI/1.0/MyFunction/RunHowever, I’m not sure what’s the correct approach in Acumatica to make this work. However, I’m not sure what’s the correct approach in Acumatica to make this work.I’ve seen some examples using: A custom BLC (Business Logic Controller) class that defines a PXAction, Or a custom screen with a PXFilter and PXAction, Then linking that to a Web Service Endpoint.     But I’m still confused about which method is recommended for simple custom APIs that only need to: Receive some JSON parameters, Execute my internal function, And return a custom response (without saving anyt

Hello all,How can I create a push notification for a custom business event. I have setup the biz event to be triggered at a specific time of the day. But I also want to configure the same as a push notification. How to do so?Thanks.

Hello,    I want to arrange the layout into two left-right sections on a single page in the Report Designer like below. Is there a way to do this?   I am thinking of subreport, but the point is how to pass/seperate the parameters?  To make left show 1-20 items, and right show 21-40 items?

A couple of years ago the design of PO Commitments changed.  Previously the commitment amounts recorded on Projects did not include tax.   For some reason, it now works as follows: If the Tax calculation on the Purchase Order is Inclusive of tax then the Commitment amount on the project is inclusive of tax for that specific commitment.    If the Tax calculation on the Purchase Order is exclusive of tax then the Commitment amount on the project is exclusive of tax for that specific commitment.   Thus you can have a situation where some of the Commitments are inclusive of tax and other are not.  On the Project Screens and Commitment Inquiries there is no indication whether or not the amounts are inclusive of tax.  The project actuals are exclusive of tax.   The budgets are exclusive of tax.  I had a client setup a new project with Budgets (ex GST), and as soon as they raised the Purchase Orders they were over budget.  Its like comparing apples and oranges in a completely dark room.  The

Hi,I have this error after install the last version of Acumatica. Connection to RabbitMQ failedThe service RabbitMQ is running. Thanks,EV

Hi..in version 2022,  define user-defined fields  can be define as mandatory field. When we create user defined field as mandatory, example in AP Cheques and Payment screen. If we create Cheques and payment record from Invoice and Adjustment screen, we are facing error. So, due to this mandatory setup, feature to create record from original data is not working (requistion to Purchase order, Purchase order to invoice? Is there any walkaround solution to this?

Trying to recreate a form we have been using that is manually created and maintained.  The data we need for the form is all in an Acumatica Project or related tables.We have a need to render a series of checkbox fields from the project on the form with custom CSS to display a different design of a boolean field (0/1).When the field is checked the output should be a Green Box with the word “YES” in the middle.  If it is not checked, we want to show a Red Box with the word “NO” in the middle.Doing some research I’ve found references to using an embedded image and creating picture boxes for the YES and NO images. This works with two picture boxes for each field, one for YES and one for NO.  They are both visible = false and using a Visibility formula you set the correct one to visible based on the value being 0 or 1. It would be nice to change the source of the image dynamically based on a formula using fiWe have a dozen or more fields we need to do this with on the report/form and to cre