Discussion Forums

Trying to create approval map for specific vendor. For whatever reason, after setting this up, it just allows anyone to release the bill. What am I missing? I tried using the Vendor entity type, as well as the AP Document and then Vendor field name for both types. Nothing works. Feel like it should be pretty straight forward.   

Hi, attached is a customized Production Ticket. Currently, it’s only picking up the first row. How do I show each line with Quantity and Lot/Serial Nbr.? I’ve added those 2 fields in group1 of the already, but that didn’t work. Thanks for your help!This is the production order in the UIThis is the section when printed where it only pulls first row dataAlso, how do I make the RuntimeTable subreport disappear if Operation run time is 0? I tried adding a visible expression in the main report =IIf([AMProdOper.RunUnitTime]<>'0 h 00 m') but it doesn’t work.

Variance Amount columns for example only display in Classic UI

I have my subreport built and ready to attach to my project and sales quotes.  This subreport is purely terms and conditions and should print on the back (2nd page) of all sales quotes and project quotes.  I am having trouble getting the subreport into the CR604500 and PM604500 reports in the proper place in order for it to print on all quotes.  I have followed help from AI and Acumatica and still don’t seem to be able to get the report where is needs to be.

I was trying to test out the new capabilities of sending multiple documents in one email and it created multiple emails instead of one.  I didn’t have an email template so that might be the issue, however I get an error when I created and attached a template. After attaching the template, I get an error “There is no active notification source to process the operation”.I had both check boxes clicked, Send documents in One Email and Combine Into One file.  I looked at enable/disable features and I didn’t see anything that specifically said Print/Email Sales (or Project) Quotes form.  I also noticed the date range doesn't do anything. I didn’t see invoices and quotes on any of the same screens so not sure how this works entirely.  The release notes states “Good news for sales and project managers: You no longer need to send multiple invoices, quotes, and orders one by one to a customer or prospect. In Acumatica ERP 2025 R2, you can attach multiple documents to one email for each customer—

We have process request to create a spit shipment (new shipment confirmation) from the shipment confirmation lines when needed.  Is this possible?

Our client is using CRM for quoting and then they convert to a Sales order.  Wondering if anyone knows how to define the relations on the SALES ORDER RPX to get the CRM Quote number to appear on the document. I am able to link to the BAccount but not the specific sales order number, using the CRRelations 

Hi AllI have a PCS Deployment of Acumatica currently on 25R1.Recently we have implemented MS Purview Data Sensitivity Labels within our company. We set documents labelled Internal and higher to be encrypted. The issue now comes when trying to upload data from an Excel to Acumatica, if the document is labelled as internal, an error shows saying Acumatica cannot read this file. If the label is changed to public which has no encyption applied, it uploads fine.Has anyone ever encountered this? Is there a possibiltiy for a solution, please?ThanksAmit

When trying to import Expense Receipts, I keep getting this error message but I’m not sure what is erroring. Looking at the import scenario, it looks like its pulling the information correctly but it doesn't like something about the claimdetails. Any advice? 

Hi CommunityI have a customer who requires all assets to be disposed. Thre are a few left that I am unable to dispose as the need to be reconciled. However, there are no entires to reconcile in the “Covert Purchases to Assets” screen and the are no unreconciled entries on the actual asset.Can anyone tell me how to reconcile these assets?Thanks in advanceRegardsBarbara

I need to make the base currency to MYR currency, but the problem is I cannot make the MYR currency rate equal to GL date. As you can see. the cury effective rate is in 2021 while the GL is on 2026.    

Hi,Can we restrict/disable outgoing emails from Acumatica to not land in the “Sent Items” of Outlook.Email Account Type is ExchangeThanks!

Hello  I am customizing the Pay Bills screen and overriding the apdocumentlist delegate.My requirement is:When a specific Payment Method is selected Only show AP Bills whose corresponding invoice in an external system has status Pending  The external invoice ID is already stored on APInvoice in a custom field such as UsrExternalInvoiceId I cannot store the external invoice status on APInvoice or in another database tableMy current view override is similar to: public delegate IEnumerable APDocumentListDelegate();[PXOverride]public IEnumerable apdocumentlist(APDocumentListDelegate baseMethod){ IEnumerable baseResult = baseMethod(); PayBillsFilter filter = Base.Filter.Current; if (filter == null || !string.Equals( filter.PayTypeID, ExternalPaymentMethodID, StringComparison.OrdinalIgnoreCase)) { return baseResult; } var filtered = new PXDelegateResult(); foreach (object row in baseResult) { if (invoice == null)

 Current BehaviorWhen a KIT item is created in Inventory and selected in a Sales Order (SO), it is displayed as a single line item in the Payment Link. The system does not automatically "explode" the KIT into its individual component items within the Payment Link.Proposed EnhancementWhen a KIT item is selected in a Sales Order, the system should automatically populate the Payment Link with all of the KIT's component items. Each component should be displayed as a separate line item, showing its respective quantity, description, and price. The KIT should remain associated with its component items for reporting, auditing, and traceability purposes. The Payment Link should present an exploded view of the KIT, providing customers with clear visibility into the individual components included in the KIT.

Hello, my company recently started with Acumatica, and we are using the time activity and timecard approval workflow in parallel. The idea is that project managers approve all time activities and the employee’s people manager then approves the whole timecard. The problem with the setup that we are experiencing is, that managers already see the timecard in their approval screen before all time activities are approved. They now have to open each timecard to see if all activities are approved. That is causing a lot of frustration as managers with 10+ employees have to open all timecards one by one over and over to see if they can be approved.Has anyone found a way to make timecards only appear in the approval screen once all time activities are approved? 

We recently upgraded to 2026 R1 and started seeing an issue with credit card pre-authorizations.When a pre-authorization fails, Acumatica still marks the Prepayment Requirement as Satisfied, which allows the order to move forward to shipping.Before the upgrade, failed pre-auth orders stayed in Awaiting Payment status and did not proceed to shipment.We use REPAY, and they confirmed that this appears to be an Acumatica issue.Has anyone experienced this after upgrading to 2026 R1?

Hi! We have a customized table that holds historical sales order data. The goal is to create a GI that displays the historical SO data and current live SO data, where the doc id will show in the same column. Is this something possible to create? I’ve tried joining the DAC with business account ID field, but because the document number on the historical table is ‘DocID,’ and on the SOOrder it’s ‘orderNbr.’ the two fields show up in two different columns instead in the same column.Any suggestions/ideas on if this can be done? Thanks!

I'm facing an issue with Acumatica 2026 R1 (Build 26.100.0175) while implementing hyperlink navigation in a custom Modern UI screen.ScenarioI have a custom screen generated using the Modern UI Generator. The OrderNbr column is displayed as a hyperlink using @linkCommand. @linkCommand("OrderSO")@columnConfig({    width: 250})OrderNbr: PXFieldState<PXFieldOptions.CommitChanges>; public PXAction<TSSOHistoricalData> OrderSO;[PXButton(CommitChanges = true)][PXUIField(DisplayName = "Order SO",    MapEnableRights = PXCacheRights.Select,    MapViewRights = PXCacheRights.Select,    Visible = false)]protected virtual IEnumerable orderSO(PXAdapter adapter){    Dictionary<string, string> parameters = new Dictionary<string, string>    {        { "OrderNbr", DetailsView.Current.OrderNbr }    };    throw new PXRedirectToGIRequiredException("OrderSOGITest", parameters)    {        Mode = PXBaseRedirectException.WindowMode.Layer    };}works fine in Classic UI facing issue in Mod

Hi all,Does anyone know how to display custom fields from the Classic UI after converting a screen to Modern UI in Acumatica 2026 R1?I have existing custom fields that were working correctly in the Classic UI. After converting the screen to Modern UI, the custom fields are no longer displayed.I have tried several approaches, including Screen Configuration, but I still cannot get all of the custom fields to appear.Has anyone faced this issue in Acumatica 2026 R1 and can advise on the correct way to migrate/expose existing Classic UI custom fields in Modern UI?Any guidance would be greatly appreciated.Regards,Lalith

Hi,I have a client that presist that “Pending Invoice Amount” was incorrectly calculated before/after completing project.I have advised with offcial exaplanation Acumatica is that “If the line is billed based on amount, you specify this value manually” & advised this is manually editable.Could there be any other explanation for this behavior?  

Good Day.  I am trying to import multiple Purchase Orders with multiple lines.  The creation of the Purchase Order should use the GL setup as is on the Item record.  This just doesn’t want to work 

Check it out here: 

for look up fields in modern UI 2025R2 such as Projects or Vendor, when clicked a pop-up displays instead of a new tab. Is there a way to change this or just to have the pop up expand the full screen? Users currently have to hit expand every time.  

As the title says we changed our budget layout a year later.  We reclassified many transactions through the Reclassify Transactions process screen.  Worked great for the Cost Budget but then noticed that in the Revenue Budget everything put through already appears to be a negative:  On an old tab I noticed that the Reclassification screen was still loaded with transactions I didn’t reclassify (because they didn’t add with the Cost Budget #’s I was looking for).  However on one line in the Revenue Budget it’s value for Actual Amount was the exact same as the 2 transactions showing that I didn’t reclassify.  Little confused here.This is going to seriously mess up our AIA report.  I reversed all 80 of the GL reclassifications I did believing that would fix the Revenue Budget; however it did not.Any help would be greatly appreciated; not sure what I did wrong nor how to fix it. 

Is there a way to email AIA invoices similar to how the Proforma can be automatically sent?