Discussion Forums

I’m trying to use this article: https://www.acumatica.com/blog/technical-tuesday-universal-search-in-acumatica/ to allow for searching by custom fields, however, every time I do, it says the field does not exist in the type. Is there a way to do this, or not for custom fields?

When I try to publish any customization, I get the following error: Any advice on resolving the issue?

Wondering if anybody has come up with a solution to show duplicate lot/serial numbers if used in different item classes?  Client needs to be able to resolve duplications of serial numbers when posted, we have the Lot Serial Class set to Share Auto-Incremental Value between all class items but it doesn’t stop you posting the same serial number to an item in a different class.  I created a GI to show duplicates by joining the InSiteLotSerial to the InSiteLotSerial as an alias but have had to use groupings to get it to work,  I then can’t get a business event to send an email when a new record is inserted due to grouping.   I have tried other tables InItemLotSerialInfo but this doesn’t report correctly and struggling to find away without going down the customisation route of extending Dacs etc.

Hi,We have a requirement to see the exact unit cost of the items which has been recorded in the Sales Orders. These items are either lot or serial tracked. So we have used the “INLotSerialCostStatusByCostLayerType” table to get the correct unit cost based on the lot number. However, we have observed that for some lines, the unit cost column shows “0” even though the item has a unit cost. Is there any table we can use to get the exact unit cost for lot/serial tracked item? Thanks!Michelle

We would like to Import Time activities for multiple employee. So we have added required Employees in Company tree > Admin > under Workgroup section. But the Employees are not showing in Employee selector of Employee Time Activities screen.Are we missing any setting, please let me know.

Hi Everyone, Has anyone configured a tenant (CompanyId > 1) to be used as the parent tenant of other children tenants?We are looking to see if we can publish from there so that Access Roles, GIs, etc. are immediately available for all tenants via CompanyMask field.However in order to convert the tenant to a parent tenant, we have to make it not visible. Has anyone faced a similar scenario? would love to hear how a similar process has worked for you. Thank you all.

Hello, Acumatica Community!I'm experiencing an issue with setting the visibility of a custom field in the SOOrder screen within my Acumatica ERP customization. Despite my attempts to control its visibility through both DAC extensions and the graph extension logic, the field does not display as expected under certain conditions. I'm looking for guidance on how to ensure visibility in a specific context while using a RowSelected event. Here's what I'm trying to achieve:Custom Field: I have a custom field, UsrAISIsSOWContent, added to the SOOrder DAC through the SOOrderExtension. On UsrAISIsSOWContentI set the Visible Properties to false on Screen settings.   Visibility Requirement: The field should be visible only for the order type "QT" (Quote) and when a certain boolean field, UsrAISIsSOW, is set to true.     Here's a snippet of my code for the graph extension: protected virtual void SOOrder_RowSelected(PXCache sender, PXRowSelectedEventArgs e, PXRowSelected baseMethod){ baseMe

We recently transitioned to Acumatica and have so issue with ggetting the credit card feed to work. Our company uses Royal Bank Credit Card (Commercial Visa Avion Cards) and we manage these cards thru Visa Spend Clarity Enterprise platform.  We are currently still using Concur Solutions (SAP) because we are unable to connect the credit card feed with Plaid or MX or via SFTP server. Does anyone have experience with Royal Bank and their credit card feed thru Visa Spend Clarity. We have about 50 cards and spend over 250K per month on them so the feed is very important to us. Thanks for your help Bruno

Hello,I used to be able to reopen subcontracts that were in Construction > Projects > Commitments. I have since been playing around with access rights and now it is no longer an option.  What access rights will need to be configured in order to have access to this again?  Thank you,  

Hi! Is there a way to pull activity notes from the PO screen into a GI?I wasn’t able to use inspect element to find the table that the Tasks & Activities belong to. I know activity is on the CRActivity DAC, but I couldn’t relate it to the POOrder table. I know there is a Note ID field in POOrder, however I am looking for this column in the GI to display the actual body of notes instead of just the title or the note ID. Any idea if this is possible? Thanks!!

We currently have our sales order types set to pull from the Customer Location for the “Combine Sales Sub From” setting (so it’s set to LLLL).  We are setting up a new sales order type that we’d like to hard code to a specific subaccount, instead of telling it to pull from somewhere.There are plenty of places to pull the subaccount from (and we use almost none of them), so I could plug it in on the warehouse or even the inventory item and pull from there, but if I am able to plug in a specific subaccount in this field, it would make it even easier.

Hello! We have 15 different locations that need to be set up under one company and we are thinking of either setting them up as 15 different branches or as different subaccounts. Any best practices or pros and cons for doing either branches or subaccounts?We are open to any suggestions!Thanks!

Hi there!  I saw a post on this topic from 2 years ago so looking for a refresh.   We do not use inventory...most of our projects are special order.  That said, we palletize materiala and put them on racks in our warehouse until we can ship them to the job site.   We have a new warehouse assistant.  He would like us to get a printer to print these labels….I am assuming we should also get the capability to read barcodes.  1) Any ideas based on the situation I just described 2) what has everyone else had success with  3) what am I not thinking of :)  Thanks in advance! 

Hello! I am looking to change our inventory ID to our Vendor ID on purchase orders. I’ve seen it done using the alternate ID field but I’ve seen it done with comparing tables and using different techniques. Is it that difficult to do? Please help!Brent

Can anyone point me to resources to easily (low-code/no-code) add a new tab to the Customers area (AR303000)? I’d like to create a tab for some UDFs so I can better control the field grouping and display. I know I can do this through Customization> Manage User-Defined Fields, which adds them to the User-Defined Fields area at the top part of the screen. Is there an alternate way to configure a new tab to house these UDFs? Idealy the new tab would be on the same level as “General; Financial; Billing.”   I noticed that when I was in the customization project choosing ‘add controls’ that I couldn’t get the screen to respond when I chose ‘Tab’ from this list. Thank you for any ideas, it would be ideal to have a separate tab, but if that is not possible without development they can live in the User Defined Fields area.  Version/Build:Acumatica Cloud ERP 2025 R1Build 25.100.0054 +

Bad title perhaps; I’m not an accountant, but they’ve asked me why and I don't know.Not sure how to explain this since, but basically they’re saying somehow the transaction was processed with negative GST.  In the Journal it shows the #’s reversed for this 1,149.91 All others look like this (Debit left column, Credit right): There’s hundreds as above, but this one below the values are in the opposite accounts and no one appears to know how this happened (including myself):  Anyone able to please enlighten me on what may have gone wrong? 

I’ve built a dashboard for our sales manager which shows quarterly information as well as YTD information. Now that it is 2024, I want to provide the ability to toggle between current year data and prior year data. Is there a way to do this with use of an added parameter? The widgets currently pull information based on Order Date is between @YearStart/@QuarterStart, @YearEnd/@QuarterEnd.   

Hi Community  I would like to Pass the channel Information as Text from Shopify to Acumatica. I created a UDF Field in Acumatica, could you please some one help me with the Importing Mapping? 

I am testing SSO configuration on Acumatica 24R1 with Active Directory using protocol Microsoft.Graph See below web.config > activeDirectory setting we are using:<activeDirectory      enabled="true"      protocol="MicrosoftGraph"      path="***"      dc="company.com"      user="***"      password="***" />It works, but with one issue:All users are created with username that looks like domain.com\usernameHowever, when user is created with such login signs-in into Acumatica, each time they login, in the loginTrace table record is created with Username that has a different format: username@domain.comIs there a way to control how Login value is created?Is it possible to make Acumatica to create login as username@domain.com, not as domain.com\username? 

Good morning community! I need a formula that dynamically changes a date range to “Last week’s date range. I want the widget that I have to always be displaying data based on last week.Any help is appreciated…   

 Hello,There is a Acumatica customer that is about to reach the end value of their ARINVOICE sequence.   What is the best way to expand this sequence number range and what are the pros and cons? 

Saw this really great video (https://www.youtube.com/watch?v=weBglqXkBpA) from ​@Doug Johnson on Automated AP Bill Approvals with 3-way matching and he had 3 great side panels on the bills and adjustments screen that I would love to replicate. Related purchase orders Related REceipts Unbilled Vendor ReceiptsHe briefly showed the generic inquiries required to make the side panels but didn’t fully show them. I am trying to replicate it but was hoping someone had something similar that I could piggy back off.

We’re integrating with a multi-tenant Acumatica (MYOB Advanced) instance. There are two companies (CompanyOne and CompanyTwo). For each tenant, I created a separate Connected App with its own client ID and secret.Setup: Using OAuth Authorization Code flow Generating an access_token for each tenant’s Connected App Using that token to call the REST API Issue: REST API calls sometimes return data from the wrong tenant. For example, calling with CompanyOne’s token occasionally still returns data from CompanyTwo. Behavior is inconsistent: if both tokens have expired and I refresh them, tenant separation works correctly for a while, but later the API “sticks” to CompanyTwo again.

Hi, I am new to Acumatica and just did the T200 and T210 Training.  My customer needs a field that shows all the Vendor Contacts in a Selector (like e.g. when choosing the Vendor in a new PO). From here: So tried building a field that builds a selector in the POOrderExt of the POOrder DAC. Unfortunately nothing works out for me. I tried it with the following code so far:     #region UsrVendorContacts    [PXDBInt]    [PXUIField(DisplayName = "Vendor Contact")]    [PXSelector(typeof(Search<Contact.contactID,        Where<Contact.bAccountID, Equal<Current<POOrder.vendorID>>>>),        SubstituteKey = typeof(Contact.displayName),        DescriptionField = typeof(Contact.phone1),        Filterable = true)] public virtual int? UsrVendorContacts { get; set; } public abstract class usrVendorContacts : PX.Data.BQL.BqlInt.Field<usrVendorContacts> {} #endregionI also checked the datatypes which seem to be int just as my custom field. I also used foreign keys

Hi Acumatica!In my row sets → data source section, I chose expand code-description for a range of GL codes.How can I remove the spaces between the last digit of the GL code and the dash? The way it currently displays the GL codes looks awkward.selected code-description to expand the GL codes for a range of GLsOutput places 4 spaces between last digit of GL code and first letter of GL Description. I'd like to remove these spaces.Thanks!