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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!

Hello, Does anyone know what would make the “Total Allocated Amount” and “Amount Total” for a landed cost entry not be equal? Below is an example. 

I saw this post:  I’ve also tried following those instructions, but right at the beginning I’m seeing a difference between the guide and the links it gives you.The first step is to sign in, by selecting the following:  The above image no longer appears on the registration page, we now get: The issue is that this doesn’t seem to update, the sign in button sends me to:https://powerbi.microsoft.com/en-us/developers/which still doesn’t sign me in, so I click SIGN IN at the top and am redirected to my PowerBI portal, but the registration form still doesn’t see me signed in and is stuck on Step #1. I’m kind of dead in the water for getting a dashboard widget configured now.Anyone have a guide for connecting these two platforms that is current? Or am I missing a step?

Hi,  We have received a request from the client specifying that certain users should be restricted from accessing and editing supplier bank account details under the supplier master payment instructions. However, these users should still have the capability to edit other supplier details such as address and contact information.How we can achieve this in the system ? 

I am currently writing a small C# console app in Visual Studio to pull GI records from a GI that is exposed through OData. I have been searching through documentation and cannot seem to figure out what I need to actually login to Acumatica in order to access the OData.Right now I can use the URL of <Acumatica ERP instance URL>/t/<TenantName>/api/odata/gi but I get a 401 error for not being signed in. I tried creating a JSON payload to login using <Acumatica ERP instance URL>/entity/auth/login but I keep getting a 500 error for invalid credentials. I am unsure if my URL is wrong, or I do not have the right things in my payload, or maybe I am trying to set up the HTTP Client all wrong. Does anyone have knowledge in this area or a link to a complete/updated guide?My ultimate goal is to find records from this GI based on a certain condition, and then use the REST API to generate the report for each record and save it a separate folder.

We are syncing companies to shopify B2B site(2024r2). We are using export only and not bidirectional data for contacts and companies. The first sync is fine and acts as expected. If we change information on the contact or location permissions the data transfers to shopify but the ACM sync log gives the error ‘Company contact has already been assigned a role in that company location.’ I have tried forcing a resync by deleting the sync records, but it throws the same error after deleting.  

I’ve read everything I can find on debugging Acumatica source code, and I can’t figure this out. I’m trying to debug the PXNoteAttribute.AttachFile() method in the PX.Data.dll. For some reason it’s renaming files with a GUID, when we programmatically attach them to an email. I’ve done all the things like unchecking the “Just my Code” option in the Visual Studio debugging options, specified the correct location for the pdb files, and ensured that the dll and pdb file are from the same version. As the screenshot shows, the modules window looks like it’s gonna work, and tells me the symbols are loaded, but the breakpoint shows the warning, and says they can’t be loaded. What might I be missing?  

What is the “Current” Best practice to Migrating 100s of all types of Projects in 25 R1 and reconcile to Financial Subledgers and General Ledger to prepare for cutover to take client Live?

At the end of most months, we end up with move transactions that are stuck in the On Hold status because they’re related to production orders that are in the Completed status. How can we disallow the completion of a production order if it is related to a move transaction that is not in the Released status?

How can I print a paid receipt for a payment made on a Requisition / AIA Billing?

I am trying to utilize the built in functionality PX.Data.XLSXReader to read an uploaded/imported Excel file. The problem I am having is that all rows above the row which is used to define the _headerRow within the file seem to be ignored and there is no way to reset the position on the reader above the row designated as the _headerRow that I can find.In my Excel document, I have some header information I need to parse in rows above the _headerRow. Is there a way to parse these rows, or do I need to use a different Excel reader?If I need to utilize a different Excel reader, are there any requirements or rules to using external open source NuGet packages I need to be aware of when choosing one for the Excel reader?

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I created a generic inquiry that is a custom WIP report that pulls data from the construction module -PMProject and PM Budget Tables.  I wanted to add a column that shows payment made to date for each project.  To avoid it duplicating the contract amounts etc for every invoice, I create a separate GI that just provides a list of Active projects ID, Description and total amount paid to date.I added the GI above to my tables for the WIP report but what I can’t figure out is how to link them in the Data field Links for Active relation window.   The parent field is would be contractID but in the child field there are no options for the GI Table.  I tried just ContracID or picking the PMProject.ContractID field which is on the GI being used as a table but all I get is error messages.     

After I downloaded the example from Acumatica/Help-and-Training-Examples: Examples from the Acumatica ERP developer guides and training courses while I am running code, I get an error message. The type or namespace name 'PX' could not be found (are you missing a using directive or an assembly reference?)definitely I am missing the references which is clear, from where should I get these. here is the version I got installedAcumatica Cloud ERP 2025 R1Build 25.100.0054

Please advise How to add a border to a Picture box in detail section.Tried but cannot visibly seen a border line in report.