Discussion Forums

Has anyone ever created a new workflow or a customization (I don’t believe there is native functionality) to allow a drop-ship PO to be generated from a Project Sales Order or Transfer Order instead of only the normal SO (Sales Order)?For projects and material staging (in the warehouse and on-site) we won’t be using the regular SO due to not needing to invoice the customer as this will all get invoiced through field service or projects. The ultimate goal is to not have to make a drop ship PO from scratch, as it is important to be linked and generated directly from the order.

Hi TeamI have a couple of observations related to the Modern UI behavior:1. Dead Stock Screen – Grid Field (Item Class)In the Dead Stock screen, we added the Item Class field at the grid level using ASPX customization, and it works correctly in the Classic UI.However, in Modern UI, the field is not appearing.I attempted to extend the TypeScript file as below, but unable to extended.import { PXFieldState, PXFieldOptions, placeAfterProperty } from "client-controls";import { INDeadStockEnqResult } from "src/screens/IN/IN405500/IN405500";export interface INDeadStockEnqResultExt extends INDeadStockEnqResult { }export class INDeadStockEnqResult { @placeAfterProperty("InventoryItem__Descr") InventoryItem__

Hi everyone,I’m looking for advice on the best and safest way to purge data from Acumatica. Specifically, I’d like to remove older transactional records (such as Sales Orders, Invoices, and GL entries from past years) that are no longer needed for daily operations.I understand that transactional data often links back to the General Ledger and other master data, so simply deleting records could cause imbalances or impact historical reports. So we want to be extremely careful. Has anyone successfully purged old data while maintaining data integrity and proper audit trails? Are there any built-in tools, best practices, or third-party solutions you’d recommend? Is it better to archive certain data instead of deleting it entirely? If so, how? Any steps or precautions to take before doing a purge (such as closing financial periods or exporting data)? Thanks in advance for any guidance or experience yo

Hello Acumatica Community,I'm reaching out to inquire about the best practices for migrating historical data from Sage 300 to Acumatica. Given Sage's significant presence in the market, it seems logical that Acumatica might have developed a user-friendly method for this data transition.From my research, I've come across "Import Scenarios" in Acumatica. Could anyone confirm if this is the recommended approach for importing historical data?Additionally, I'm curious about any potential limitations regarding the types of data (especially transactional data) that can be migrated from Sage to Acumatica. I've encountered varying opinions from different consultants, which has led to some confusion and concern.I would greatly appreciate any insights or experiences you could share regarding this process.

Is there a field where the open PO cost amount is stored, both at the line and order level?  We issue a lot of PO’s that have multiple receipts and I haven’t been able to easily run a report that shows open amount by line as well as the order total.

Hi all,I have a simple report that has a parameter date range, StartDate (defaults to @MonthStart) and EndDate (defaults to @Today). This reports sums the total of orders for that range:=sum([ARTran.NetSalesAmount])The filter is a simple range like this:(ARTran.TranDate >= @StartDate and ARTran.TranDate <= @EndDate)But now I’ve been tasked to turn this into a 6 year range… essentially, A-F date ranges.I thought I could use something like this for the other ranges to pull the numbers:=Sum( IIf( [ARTran.TranDate] >= DateAdd(@StartDate, 'y', -1) AND [ARTran.TranDate] <= DateAdd(@EndDate, 'y', -1), [ARTran.NetSalesAmount], 0 ))But nothing pulls… and I realized it’s because my primary filter is still set to >=@StartDate and <=@EndDate.At this point I’m just confused. I’d prefer to just

Hello,I was wondering if there is a way to set up the security so a user group can place an approved expense claim on hold to edit and then resubmit on the employee's behalf.Thank you,KT 

I am having issues with a selector field on a smartpanel. It has the right values when i click the eyeglass, but when i select one, it comes up and then disappears. any ideas on what i did wrong? #region Customer [PXInt(IsKey = true)] [PXUIField(DisplayName = "Customer")] [PXMergeAttributes(Method = MergeMethod.Merge)] [PXSelector(typeof(Search5<BillOfLadingLine.customerID, LeftJoin<BAccount, On<BillOfLadingLine.customerID, Equal<BAccount.bAccountID>>> , Where<BillOfLadingLine.truckNbr, Equal<BillOfLadingLine.truckNbr.FromCurrent>>, Aggregate<GroupBy<BillOfLadingLine.customerID>>>) // , typeof(BAccount.acctCD) //, typeof(BAccount.acctName) // ,SubstituteKey = typeof(BAccount.acctName) )] public virtual int? Customer { g

Release:    2026-2.50.0          Update: April 13, 2026 United StatesFederalIncome Tax – effective April 13, 2026A new flag, NRA Standard Deduction Eligible, has been added to Employee Payroll Settings ~ Tax Settings. Select to apply the delinquent employer wage base for jurisdictions with tiered SUTA wage base requirements. When the check box is cleared, the standard wage base applies.Improved Guidance for Year-to-Date Tax Limit Check (e.g., FUTA)For taxes with annual limits, the helper text for the "Check the year-to-date tax amount paid" option has been updated to better communicate its purpose.Why this matters: For taxes like FUTA that have annual wage-base limits, employees who meet or exceed the limit mid-year must stop having that tax withheld. Enablin

Has anyone else noticed this new limitation in 26R1?  I can’t have a local copy of Acumatica ERP and Acumatica Tools installed on the same computer?  Does anyone know why this limitation has been introduced?  As a partner and consultant, the need to have both installed locally is important for multiple reasons. 

Hi Community,Is there a way to ship internationally using the Acumatica Shipping Integration Module?  I also have the same question about how to ship using LTL with the Acumatica Shipping Integration Module. Would love to get the Community’s thoughtsCheers,RJ

I have a business event set up to send an email notification when the Release action is done on inventory receipts. Every time the release is being clicked, it is triggering the business event twice, so duplicate emails are being sent. Why is the event triggering twice?Below is what my business event looks like and the log showing the duplicate triggering. 

Hi all, if I create a customer via the UI or the API the CreatedDateTime is always 5/15/2024.  I would like it to be the actual date.  I have not customized the screen or process at all. Is there a setting for this? Thank you

I would like to create a consolidated P&L for two tenants, but exclude sales between tenants. More specifically, tenant A sells to tenant B, but that revenue shouldn’t be considered. Can the row set exclude revenue for a specific customer?Any suggestions are appreciated.

How can I set up a consolidated report to eliminate intercompany transactions between Company A (Branch AA) and Company B? I attempted to use the Consolidation in Acumatica but couldn't get it to work. Any advice on what I might be missing? Thank you for your support!

Meet Karthik Gajendran our Acumatica Community Featured Member for April 2026. It’s great to have you as part of the Acumatica Community ​@KarthikGajendran!Recently Chris Hackett reached out to me and said I got selected as Featured Member of the Month in the Acumatica Community, which honestly made me pause and think…“Wait… are you sure you picked the right person?” 😄So, here’s a little about me, the short, honest, and heavily edited for entertainment purpose.Where It All StartedI come from a small village in the southern part of India, the kind of place where Google Maps politely gives up halfway.I was the first graduate in my family and the first engineer from my village. These days, there are many more… so I like to think I started a trend. 😄I grew up in a big joint family, which was basically my first training groun

I added a custom field to store the internal company in both the Item Classes and Landed Cost Code screens, using the same approach in both cases. I also added a selector to choose the company.In the Item Class screen, the selector works as expected and displays the available company list. However, in the Landed Cost Code screen, the selector is empty and does not show any values, even when logged in with the same user.Following is the code public class LandedCostCodeAccessRestExtP : PXCacheExtension<PX.Objects.PO.LandedCostCode> { #region UsrInternalCompanyID [PXDBInt] [PXUIField(DisplayName = "Company ID")] [PXSelector(typeof(OrganizationBAccount.organizationID), typeof(OrganizationBAccount.acctCD), typeof(OrganizationBAccount.acctName),

I've set up a Unit Set hierarchy for consolidation, where Company A is the parent of B and C. Based on the documentation, Company A should show the consolidated data of its sub-units. But when I run the report for Company A, it’s not totaling B and C correctly. Is there a specific setting in the Unit Set or Report Definition that I might have overlooked?  

Is there a way or something I am missing that will not show discounts on the line or document level to select if they are expired, a sequence doesn’t exist, or the sequence is marked as inactive? We have old discounts codes we don’t use anymore and even if I have deleted all sequences or inactivated all sequences they still show up to select on sales orders. There is an error when selected, but we don’t want these to even show.

We are implementing a custom WMS scan mode in the Receive Put Away screen to print labels automatically after scanning a PO Receipt, Inventory Item Requirement:We need to print labels silently (without opening the report UI) using Device Hub when the user scan the Item. Environment:Version: Acumatica 2025 R2 (25.200.0248) Module: WMS (Receive Put Away)  Code is : using System;using System.Linq;using System.Collections;using System.Collections.Generic;using PX.Common;using PX.Data;using PX.Data.BQL;using PX.Data.BQL.Fluent;using PX.BarcodeProcessing;using PX.Objects.AP;using PX.Objects.IN;using PX.Objects.IN.WMS;using PX.SM;using PX.Objects.Common;namespace PX.Objects.PO.WMS

Our Item Class has two levels, for example: 01-01, 01-02... 10-01, 10-02, 10-03... 90-01, 90-02.In reality, there are spaces in the value, the actual format is like 01 -01, 01 -02, etc.In the Report Designer, I want to group data by the main Item Class. I used this expression in the Group settings:=Left(Trim([InventoryItem.ItemClassID]), 2)Strangely, most Item Classes are grouped correctly, but 01-01 and 01-02 are still split into two separate groups.Moreover, I tested the condition Left(Trim([InventoryItem.ItemClassID]), 2)='01' and it returns True for both records, which is very odd.What is the cause of this issue? Or if I need to group by the main class, what other methods can I try?

What We Are BuildingWe have a customization on the Cases screen that adds a Sub Tasks grid using PXGridWithPreview. Each sub task has a ChatLog field (PXDBText) that stores an HTML chat-style log, and a MessageText field (PXString, unbound) for the user to type a new message. A Send button appends the message to ChatLog and saves it to the database via a PXAction.The preview panel shows the message input (PXRichTextEdit) and the chat log (PXHtmlView) below it.The ProblemAfter clicking Send, the ChatLog in the database updates correctly. However, the PXHtmlView displaying ChatLog in the preview panel does not refresh — it still shows the old content. The user has to click away to another row and come back to see the updated chat log.What We Have Already Tried

Has anyone successfully used the AI Assistant in 26R1 beta? I obtained a license key for it and am able to access the assistant, but when I ask it questions it just spins. Things I tried:Opened browser console and found this error: Warning: No client method with the name 'usermessagesent' found.Cleared browser cache.Exposed a GI to AI Assistant, then located AI Assistant Data Processing screen (ML503010) to process it. Got the error in screenshot below. Is AI Assistant not intended to work in beta version?  

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 Introducing Acumatica Cloud ERP: 2026R1Great news! Acumatica 2026 R1 is here, bringing a powerful set of innovations designed to help your business grow, move faster, and make smarter decisions. We've focused on four key themes: AI Everywhere, Real-Time Visibility and Control, a Unified Experience, and delivering even deeper functionality t

Hi! Is it possible to create a business event directly in the customer portal?I have access to the business event screen in the portal, but the screen looks a lot different from what it is in the ERP. I also don’t see the question mark icon at the top that usually takes you to help documentations for the screen. Can someone explain to me how business event works in the portal and how to create/run one in the portal please? Thank you!