Discussion Forums

Hi community,We are in the process of upgrading our customer's environment from 2024 R1 to 2025 R1. when we published our existing customization package on the 2025 R1 environment, we encountered the following validation error:[2025-09-02 11:27:41.384] Building directory '\WebSiteValidationDomain\App_RuntimeCode\'. [2025-09-02 11:27:42.797] \App_RuntimeCode\SOInvoiceEntry.cs(7): error CS0234: The type or namespace name 'Concurrency' does not exist in the namespace 'PX' (are you missing an assembly reference?) [2025-09-02 11:27:42.797] \App_RuntimeCode\SOShipmentEntry.cs(40): error CS0234: The type or namespace name 'Concurrency' does not exist in the namespace 'PX' (are you missing an assembly reference?) [2025-09-02 11:27:42.797] Compiler time, in seconds: 17.8884243 [2025-09-02 11:27:42.891] Validation failed.In the 25 R1 release notes, we noticed that the PX.Concurrency namespace was renamed/modified.PX.Concurrency was renamed → PX.AsyncHowever, we only have access to the most recen

In our warehouse our lower shelves are Forward Pick locations and upper shelves are Reserve Stock. We keep a supply of all inventory in the Forward Pick locations but any overstock that won’t fit below will go to the Reserve Stock locations. Both location types have their respective inventory marked Include in Qty Available but only the Forward Pick locations are marked as Sales Allowed. This allows a sales order to be created regardless of inventory location but will prevent the Shipment/Picklist creation if doing so would direct a picker to a Reserve Stock location.This is where the pain point is introduced. We currently utilize the “Tasks” feature in Acumatica to direct our warehouse mobile users to transfer items from Reserve Stock to Forward Pick so that shipments containing affected items can be created.Ideally we would like a proper means of creating a Transfer Order which would direct a warehouse user to transfer the items between locations.I’m wondering if this is already an o

I am using the following code to combine two reports programmatically:public PXAction<BAccount> Print1099Reports;[PXButton(CommitChanges = true, Category = "Actions")][PXUIField(DisplayName = "Print 1099 Cover", )]protected virtual void print1099Reports(){ var reportParams = new Dictionary<string, string>(); string bAccountID = Base.CurrentBAccount.Current.AcctCD; reportParams.Add("BAccount.BAccount", bAccountID); PXReportRequiredException ex = null; ex = PXReportRequiredException.CombineReport(ex, "ZRLTTX03", reportParams, false); ex = PXReportRequiredException.CombineReport(ex, "ZRLTTX04", reportParams, false); if (ex != null) { ex.Mode = PXBaseRedirectException.WindowMode.New; throw ex; }}However, the reports have different portrait/landscape orientation, and this is not taken into account. Is this possible, and if not, when will it be?

Hi Acumatica People, Can I create nonstock Kit with a stock item component that has a serialized lot which has a serial lot class that has an "when received” assignment method and a “User enterable" issue method? Details: I have a problem with a set of kits which needs to be fixed.  A good example is kit, 1000-9117K, which is a non-stock item and one of the components has a serial lot number (lot serial class of SUPPFORKIT set-up as pictured below).It throws this error when trying to save: Warning 2025-09-03 17:47:31 UTC IN Error: Components with the 'When-Used' assignment method and 'User-Enterable' issue method are not allowed in non-stock kits   Here is the lot serial class. The error is informing me that the components lot serial class needs to have an assignment method not of “When Used” and issue method of “User Enterable”.   *******************question************************ Can I not use the lot serial class, “SUPPFORKIT” which has the assignment method

When our data was originally imported to Acumatica, some template items were imported with no value in some of the required attribute fields.  I now cannot do any maintenance on these items because I get the error “The value of the STYLE attribute must be specified” (in this case the item has no value in the attribute named STYLE.)I have tried adding the attribute in the template and the updating matrix items. It does not work.I have tried adding a value in the item itself and I cannot.I have tried adding the value to the item using an import scenario.  It does not work.Can anyone help me with this please?

Does anyone know why the workspace gets re arranged everytime we publish a new package in customization.Like this order which get change after each time we publish something new. Is there a way to prevent that or set it for once? 

Has anyone created custom dashboards or business events to help track essential system metrics, such as user activity, system health, or security related information? While we’re familiar with the existing screens and reports, we’re looking for solutions that provide streamlined insights. We would greatly appreciate any recommendations or practices you’ve found effective. (Note: working in Acumatica Cloud ERP 2024 R1)

I am in report designer and trying to build my schema. Report designer will not let me add specific tables to the schema and I cannot figure out why. I initially thought it was because there was no primary key between EPTimecardDetail and the other table I had in there, but I have removed all tables and am now only adding EPTimecardDetail, and it is still not allowing me to add it and popping up the message “An entry with the same key already exists.” I tried adding other tables associated with time cards and I am unable to add those as well.Please help. 

Is there a way to have the QR code open the mobile app to a specific appointment? The web version doesn’t do signatures but the mobile app does.  

Could someone kindly share an export scenario for ACH with Bank of America? Thank you so much.

What is the best process of handling multiple employees on the same appointment in regard to documenting their time

Hello all, i try to create an Business Event in the Opportnuitys, that creates a task for the Owner.Triggers:Estimated Date is 2 weeks in the past (todays date-14 days) The Opportnuity Stage is on “Angebot nacherfassen”Action:When the two Triggers happen, a task should be created for the owner of the opportunity. -------------------------------------------------------------------------------------------I treid to set it up as follows, but a task isnt created in my instance: Business Event:Maybe the @today -14 is set up wrong here?Subscriber ID: Maybe the owner field is set up wrong here? (I dont want the owner from the source lead, but from the opportnuity. I didnt found an “opportnuity→ Owner” field)Hope you can help.Greetings from Germany

Hello everyone,i want to achieve, that the “Owner” of the Sales Qoute is automatially trasnfered into the “Owner” Field of the Sales Order, that is created out of the Sales Qoute.When a Sales Order is Created out of an Sales Qoute, the Employee, that is linked to your User is put into the Owner Field of the Sales Order, no matter what Owner is originally written in the Sales Quote.I think it is also because the Owner field of the Sales Qoute is another field than the Owner Field of The Sales Order.Field in Sales Quote:Field in Sales Order: (Under the finacial tab) So in conclusion i just want that the Owner of the Sales Quote is written into the Owner Field of the Sales Order.I hope you can help. Greetings

While working in the Inventory Planning Display, I noticed the Group Nbr. column when generating a Purchase Order. The screen lets you assign a different Group Nbr. to each line, but when I run the process, I still only get one PO (as long as the vendor is the same).My questions: What is the intended purpose of the Group Nbr. field in this context? Should assigning different numbers automatically split the lines into separate POs? Or is this field just informational unless you have specific consolidation settings or customizations in place? In my setup, Purchase Order Preferences and Inventory Preferences don’t have any options related to consolidation or grouping by Group Nbr., and in Create Purchase Orders (PO505000) I don’t see a “Group by Group Nbr.” option either.Has anyone successfully used this field to create multiple POs? If so, how is it configured?Thanks in advance!Varun Ram

Hi, Does any one have instructions in how to create an EFT payable file in Acumatica without having the Canadian localization installed. Let me know. The price for the Canadian localization is a little too much for the client and we have to go through the customization route. Thanks,Frances  

My client is looking for to send customers a prepay Invoice or a Proforma Invoice.  Basically Enter an SO and generate an invoice, and once payment arrives they will process shipment and invoice. I set them up using credit terms with prepayment required and it works great. My question is if there is a way to do proforma invoices? I’m thinking I can create a second version of the sales order acknowledgement form and make it look like an invoice. Any other ideas?

We have several customers who are paying through a Credit Card portal that is integrated into our Acumatica. Our main location is Atlanta, but we have customers paying from Orlando and Nashville using the portal.Acumatica will process the payments and the funds will be received. However, the funds will only go into our Atlanta Bank account and not the company for which the transaction took place. This then leaves the transaction as pending processing or balanced (unable to release or close). This is creating many Inter-branch Acumatica Issues. See screen shot below: My questions,1. will activating the Inter-branch Transaction feature in Acumatica release these transactions and show as paid? 2. If activating the Inter-branch feature, will this cause any other issues within Acumatica? Is this a viable solution?Thank you for your time.

I’ve been hearing that Acumatica cares more and more lately about ERP Transactions (vs. Commercial Transactions) so it’s super important that companies keep an eye on how many ERP Transactions they have each month and that they aren’t going over the number of ERP Transactions that they are licensed for or they will start having to pay more for Acumatica. I’m ok with ERP Transactions, they make sense to me, but I noticed a scenario where what I consider to be 1 transaction actually counts as 2 ERP Transactions. Can someone from Acumatica (maybe @Aliya) explain why this is happening? You can see the scenario shown in my demo environment (no customizations) in this 4 minute video segment: 

Hi Acumatica!How can I make the following pivot table display periods ascending chronologically, and sort the GL accounts by name?The constraints of this task are that the GL account displayed on the pivot table is a concatenation of the account CD and the account name, and the financial period displayed is a concatenation of the last 2 and first 4 digits of the Fin period ID.In this example, I was able to sort the columns chronologically only after including the Fin Period ID on the pivot table, but I would like to hide it for readability.Thank You!!! 

When trying to do a mass update to correct customer classes I get the following error message:Error: The Update button is disabled. anyone know how to fix it? 

In the mobile app, I can open a sales order and i can attach a file to a sales order. I have exposed the Shipment screen to mobile, I can open the shipment in the mobile app, but i can not attach a file in the mobile app. What needs to be done to allow a file attachment in the mobile app on a shipment record. The use case is the customers delivery driver is onsite delivering product and wants to open the mobile app, open the shipment and take a picture of the delivery and attach to the shipment.   It appears the exposed SHipment screen is inquiry only.    

Is it possible to code a GI to consolidate GI filter results by checking a check box? We sell flower bulbs in different pack sizes. I made a GI that we can filter by variety name, but it needs to show all individual pack sizes (3 separate stock items). But once I get my sales order range I then need to consolidate those results based on inventory ID.Is it possible to consolidate GI results on the fly like that?

Hi Everyone,Currently, when sending an email , the system shows the "Purchase Order" block (highlighted in the screenshot) on the right side of the Email Activity form:  📷 (screenshot attached) from All email(Screen)->Email ActivityI’d like to add one more row in the highlighted text for Order Nbr.If anyone knows how this can be done, please let me know.Thanks in advance! 

I would like to NOT show lines that show zero values , like the one highlighted in red . Kindly help.   

Based on an older article and the lack of answers when people asked this question, I’m guessing the answer is “They are not”.When an invoice is created using an installment payment terms type, the invoice is initially created for the full amount, but immediately closed.  Subsequent installment invoices are created right afterwards for the individual balances.  If I use a “3 equal payments” terms type, the system creates INV001 for the original invoice, closes it, and then creates INV002, INV003, and INV004 for the installments.I see nothing in the system or in the DAC that gives me a link from INV002, 3, and 4 back to INV001.  The usual “ARTran to SOLine” join logic doesn’t exist either.  Outside of a description, these three installment invoices seem to be related to nothing else.