Discussion Forums

Good Morning!I am currently working on a few forms and one of the requests is to make sure that if the discount is showing 0% to remove it from the form. The title “Discount” can still be there but the number needs to go away. Currently I have =IIF (Null ([ARTran.DiscPct]) ,'',  [ARTran.DiscPCT]) . I feel like I’m close but I know I’m missing something. This is being done on the Sales Order invoice but will also be applied to others.Any help would be appreciated.Thanks,Brent

Does anyone know if it’s possible to pass a reference number from Acumatica to UPS? I’m looking to pass an order number or some other field that can handle free text to UPS “Reference 1” and “Reference 2” fields so that it prints on the label.I’d be open to using any integration option (ShipEngine, EasyPost, and standard Acumatica Shipping integration) as long as I can pass a reference number.

Hi Team,We are trying to sync the open shipments from Acumatica to Shopify. while syncing facing below issue."The shipment has been filtered because it is not confirmed."So, we disabled the SOOrderShipment.Confirmed field under result grid in BC-Shipments GI and verified still seeing the same Issue.Can I get help on this how to do this.Thanks in advance.

We’ve processed a shipment for the full line quantity but needed to only ship a partial.  The shipment is now in Confirmed status.  No invoice has been created as yet.  We tried the Correct Shipment link under the ellipses but get an error “The line cannot be deleted because it is linked to a purchase order.” (even though it is not linked to any purchase orders).   How do we correct it?  Thank you in advance

My ultimate goal is to change the background color of the Batch Payment screen grid based on two Boolean fields (UsrIsVendorVerified and UsrIsExcludeFromVerification) in CABatchDetailExt.I attempted to achieve this using a JavaScript attribute, following the guidance from the post:How do I add row highlighting to a customization contained within a Base Acumatica BLC? Since that approach did not work as expected, I tried a simpler test coloring the grid rows without applying any conditions. However, even this did not work.Script:function HighligthLines (){ if(px_all && px_all["grid"] && px_all["grid"].rows) { let lines = px_all["grid"].rows.items; for(let i=0;i<lines.length;i++) { let currentLine=lines[i]; currentLine.style.CssClass = "red20"; currentLine.repaint(); } }}The Grid control doesn’t support a PXJavaScript attribute, so I added the PXJavaScript attribute to the form on the Batch Payment s

Hi everyone,as fas as I understood there is no need to use Visual Studio to implement a customization.However, to extend the featureset the following guide tells me that Visual Studio should be used.Is it possible to add a featureset without Visual Studio? 

Hi guys,do u know how i can display the Primary Contact (from vendor) in purchase order ?Just like in Sales OrdersI Hope u can help me.

I am trying to create a new instance from a large snapshot. I have to do it through the configuration wizard due to its size and am using this method which states that it does not import custom columns. How to import a large snapshot using the Acumatica ERP Configuration Wizard | CommunityI have additionally found this information which claims that using this method will allow you to import custom tables and columns. Using this method, I have been able to create and fill custom tables and create custom columns on existing tables. However, the custom columns on the existing tables are all filled with NULL values rather than the imported values from the snapshot. Does anyone have a workaround for this? I don’t understand why the values aren’t being copied over.Snapping the Acumatica Snapshot Restrictions | Acumatica Cloud ERP

Hello!I am required to view the items and Subaccounts which are not included any restriction group,but I cannot create the relationship to view those as a bulk (Standard inquiry shows individual items but not all at once)Is there any way that I can create an inquiry for this?Thank you in advance!

Hi everyone,I have a custom webservice-endpoint so user can access vendor locations via REST-API.This webservice-endpoint is part of our customization project.I wonder if there is any possibility to show or enable the custom webservice endpoint only if our feature (defined in the feature.xml) is activiated.Thanks in advance!

Hi Everyone,I am working with Shopify Connector with Build 24R1 version 24.121.0004.On initial order sync, the details are updating as expected.But on order edit sync, the discountable amount is not updating properly (Detail Total - Line Discounts) under Discounts tab.Can you please suggest the possible root cause and fix for this issue. Thank you,

Hello Community Friends,  I’d like to take a moment to introduce Michael ( ​@MichaelBradner55) and myself (​@Tara H). We are Acumatica’s CRM Product Managers, and we are thrilled to be here with you.   We’re here to listen, learn, and collaborate. If you have feedback, ideas, or just want to say hi, feel free to @mention us or send a private message right here on the forum. Looking forward to talking with you! Please note - if you are experiencing a functionality issue, please continue to utilize standard support methods.

Is it possible to use PXDefault to make a Customers Primary Contact the default selection when creating Service Orders? If so, how?

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share Brendan White - Acumatica Community Featured Member for September 2025Meet Brendan White our Acumatica Community Featured Member for September 2025. It’s great to have you as part of the Acumatica Community ​@bwhite49! Save the date: Coffee & Code - OAuth & API [Sept 25th, 2025]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.Register here: Teams Webinar Acumatica User GroupsNew! Michigan Acumatica User Group, Northern New England Acumatica User Group, NorCal Acumatica User Group Request to join today!Upcoming Meetups!Wisconsin Acumatica User

Our team is preparing to upgrade our system. While reviewing some release documentation, we came across a licensing change that we are concerned about.Our question: We would like to confirm if this change applies to ALL generic inquiries or only those that are set for the Anomaly detection?We use this feature regularly and it would be very concerning if there is no flexibility with this. 

We are working on setting up a vendor EDI integration to received AP Bills into Acumatica. from 810 messages. We are running into some challenges surrounding how to do the 3 way matching when we create the AP Bill prior to the PO Receipt mainly surrounding linking the receipt to the bill and handling 3 way matching for Bills that have multiple receipts. We stumbled on this post https://community.acumatica.com/distribution%2D6/hold%2Dap%2Dbill%2Duntil%2Dthree%2Dmatch%2Dcomplete%2D11048 and came up with the following options which I have listed the Pros and Cons for. If anyone have any experience with this I would love to hear how you approached this as we are at an impasse on whether or not there should be a technical solution to all of this or if certain scenarios, mainly multiple receipts against a single bill, will have to just be manually handled exceptionsSet the Vendor record to allow Bills prior to Receipt and create the Bill in Acumatica from the 810 and have it sit there to wai

Hi Team,I am working with 24R2 Build 24.210.0019.And created custom table that has some data in it.But while snapshot creation getting error like: “An error occurred while importing data into the 'CustomerPriceRepository' table.”Can you please suggest the possible root cause and fix for the error.Thanks,

Is it possible to include the items in zero count in the physical inventory count? I am trying to include the items that have zero amount in the Inventory Count but doesn't allow me to it.

I am attempting to use PXForeignReference on a DAC extension to ensure the field is set to null when the referenced document is deleted. It published fine but doesn’t work. Is this possible?(NOTE: at the moment, ReferenceBehavior is ‘Restrict’ which should throw an exception upon deleting)public class DSDPMCostBudget_Ext : PXCacheExtension<PX.Objects.PM.PMCostBudget>{ public static bool IsActive() => true; #region UsrPDPOType [PXDBString(2, IsUnicode = true)] [POOrderType.List()] [PXDefault(POOrderType.ProjectDropShip, PersistingCheck = PXPersistingCheck.Nothing)] [PXUIField(DisplayName = "PO Type")] public virtual string UsrPDPOType { get; set; } public abstract class usrPDPOType : BqlString.Field<usrPDPOType> { } #endregion #region UsrPDPONbr [PXDBString(15, IsUnicode = true)] [PO.RefNbr(typeof(Search2<POOrder.orderNbr, LeftJoinSingleTable<Vendor, On<POOrder.vendorID, Equal<Vendor.bAccountID>, And<Matc

If you have recently upgraded your Windows to 25H2 or Build 262x0.xxxx,and discover that your IIS Manager has no icons whatsoever in it. Whether this is a new install or upgrade to 25H2, beware that the IIS server configuration file isn't correctly filled out.Root Cause The Windows update corrupted the administration.config file by failing to replace token placeholders with actual values. Specifically, %WINDOWS_PUBLIC_KEY_TOKEN% tokens were left unreplaced instead of being converted to the correct value 31bf3856ad364e35.Solution Step 1: Create a Backup Before making any changes, create a backup of the configuration file: 1. Navigate to: C:\Windows\System32\inetsrv\config\ 2. Copy administration.config to a safe location (e.g., Desktop)Step 2: Edit the Configuration File 1. Open Notepad as Administrator: Right-click on Notepad Select "Run as administrator"2. Open the configuration file:In Notepad, go to File → Open Navigate to: C:\Windows\System32\inetsrv\config\administration.config Cl

Hello, I’d like to automate the SOPickingWorksheetProcess processing screen, from the SOShipmentEntry screen. The idea is to programmatically set the filter fields, then loop over the shipments returned, select some based on certain conditions, and hit the Process button. I’m able to do everything up to the point of ‘pressing’ the Process button. I’ve read various article which suggested that programmatically click Process might be possible but no clear method of actually doing it. The main suggestion is to find the method which Processing calls and simply call that. The issue with SOPickingWorksheetProcess is getting access to these methods. The main method is ProcessShipmentsHandler, but this is private, so I cannot call from outside the class.A more promising method is called ProcessShipments, but this is protected virtual, so I cannot call from outside the class, or a derived class. I have attempted to create a wrapper class around SOPickingWorksheetProcess, my custom method RunCre

Hi Community,Your help is needed. In 25R1 Numeric type of Attributes was introdused. When enter the value for such an attribute, it really shows up as numeric.However, in DAC PX.Objects.CS.CSAnswers Attribute Value is stored as VARCHAR.This results in fetching an attribute value in GI as Text. When you use it in formula, you get a correct value but it shows as Text value (General type in Excel spreadsheet) instead of Numeric.I can get the same attribute value from the correspondent entity DAC (PROJRATE_Attribute) where it is represented as numeric, but it cannot be used in formulas due the error: The virtual field PROJRATE_Attributes cannot be used in a condition expression.Any ideas on how to overcome this obstacle? Any workaround?

Is there a way to add the Case Packaging Dimension by UOM in the Packaging Tab under Stock ItemWe have full cases at a specific dimension and weight then we have single items at its own dimension and weight.

I’m working on some testing of the fixed asset module and have come across a scenario that I can’t figure out.We have a handful of assets that we disposed this year and are looking to bring them into Acumatica with its correct disposal information.  When running my import scenario, it does not allow me to modify the disposal date, disposal method and disposal amount.  I have already done GL transactions directly for the disposal of these assets, so I do not want to post again. Has anyone does this before?

Hello,I’ve gone through so many readings and videos and i still do not understand how relations work and how to see which parent childen to use.Example: when i enable INSite, it breaks all of my SO objects. and vise versa. I get get them to show on their own, but never together. Which relations would i use to get SO to talk to SO and print the warehouse its assigned to?Is there a resource that’ll explain relations and how they work together? I’ve used the Merged DAC Relations page and the inspect elements to match them up. This worked to get the SOOrder to stop duplicating..but i cannot figure out this INSite portion..The DAC relations are pages and pages long with no explinations