Discussion Forums

Currently using 2023 R2 and will soon be updating to 2025 and I’d like to know if I can continue using endpoint version 22.200.001 or if an update will be needed. Where can I find the list of supported web service endpoint versions? Thank you!

If you have Advanced Planning and Scheduling enabled, does the Fixed Manufacturing Leadtime do anything to Action Dates on planned supply in the Inventory Planning Display? Help seems to indicate that it is not considered, and that is what I am seeing, just checking to make certain this is the case.

Hi CommunityIs there a way to update GL with cost and accumulated depreciation when taking on an asset.Example - asset taken on with an existing accumulated depreciation at a point in time.You need to turn off GL Update in order to enter last depreciation period and accumulated depreciation in the Balance tab but turn it on again before saving the asset.The batch created is only for the cost and the GL batch need to have the accum. depr. added manually.It’s not a show stopper but creates unnecessary work.Any ideas would be appreciated. 

Is there a way on acumatica settings except customization to auto pull the default shipping intructions atleast “Ship Via” and “Shipping Terms” fields? Already tried things on Customer class and have default on this.  

Hello!I am working on a generic inquiry and I want to access the data from the Incoming Documents sub screen. The problem is that the APRecognizedTran DAC is labeled as hidden, so I can’t access it.I am not completely sure that I understand how the process works, but I think that the records are inserted in the APTran table after they save a recognized record, so the APTran DAC is not working for me. Any help is appreciated! 

Can someone tell me how Acumatica is calculating the Qty on Demand and Qty on Supply within the Prepare Replenishment screen?  For some of my products, I can easily see that the Qty on Supply is pulling open Purchase Orders and Kit Assemblies but there seems to be something else pulling in that I’m missing.  I cannot figure out at all what the Qty on Demand is pulling in.

Hi,I have a selector field defined like this at DAC level, #region UsrSalesOfficesAP [PXDBInt()] [PXUIField(DisplayName = "Sales Office")] [PXSelector(typeof(Search<TSSalesOffices.recordID>),             typeof(TSSalesOffices.salesOffice),             SubstituteKey = typeof(TSSalesOffices.recordID),             DescriptionField = typeof(TSSalesOffices.salesOffice),             Filterable = true)] public virtual int? UsrSalesOfficesAP { get; set; } public abstract class usrSalesOfficesAP : PX.Data.BQL.BqlString.Field<usrSalesOfficesAP> { } #endregionIn Classic UI, the option's display mode is set to "Text", so the screen shows the text value, but the database stores the integer.I applied the following in the Modern UI, but it’s not working as expected. I’ve included the Modern UI code belowHtml File:<template><qp-grid modify id="gridTransactions">        Option 1: (Issue: Data getting vanished)            <field after="#gridTransactions [name='CuryDiscAmt']" 

Hi Acumatica Community,May I ask for documentation on migrating fixed assets in Acumatica?From uploading of GL and FA Balance (SL)?Thank you!

I’m trying to add the primary contact’s name to my email notifications when emailing AR Invoices, e.g. Dear John Smith.But when I try to add a data field, I only get the Primary Contact ID number, e.g. Dear 6689In an earlier version I was able to use the “Attention” field, but now that field is greyed out in the Billing section. I have to manually override the settings and add the contact. Is there a way to add the greeting without having to override all my contacts? It’s too easy to overlook that tab. Thanks

We are a division of a user of Acumatica .  It’s hoped that our division will start using Acumatica  sometime next year.Our parent company is primarily a plumbing/HVAC/electrical installation and repair company.  Manufacturing was a sideline with non-repeating work, small quantities, and flexible due dates.  We are a tier one manufacturer and we were bought (in part) to expand the parent company into large quantity, repeating work .We have been using another ERP program for decades (with occasional upgrades, of course).  We’ve created inhouse solutions that fit our process better or add features that aren’t available yet; all built on the ERP data to expand capabilities.I had little to do with the roll out to our parent company – except for providing some tricks for data extraction and compilation.  I am new to Acumatica . Questions and plans (sorry for the length and I don’t know what I don’t know) :Would two instances be needed?  Our present ERP system allows multiple sites, but in a

Client would like to enter notes as they are creating/adding to sales order via matrix items and have these carry over to the SOLines when they click Add & Close.  Is this even possible?As far as I can tell, the notes/attachments on the matrix table view don’t actually do anything currently.I’ve done many customizations, including to matrix items (with much help from ​@Zoltan Febert) but this one looks like another tricky one where I need to override the AddOrderLines method somehow.After clicking Add & Close I can’t find this in the CSAnswers table using:SELECT * FROM Note WHERE NoteText = 'Test Note 123' 

I have a report, attached below, that has several filters. However, One of the filter, Customer, can be selected, but doesn’t filter the report. Any reason why the report wouldn’t be filtering correctly?

I have been working on creating a very simple report. Based on a single view which has 1000 row.To Start I tried adding adding a single column.But only 10 rows are getting printed with the same dataI am attaching the images for the reference 

Hi all,I was wondering if there is a way to get the system to calculate the unit price/cost by updating the ext price/costUpdating the Unit Price to $700 calculated the Ext. Price to $4,200However, updating the Ext. Price did not automatically update the Unit PriceIs it possible for this to happen?Thanks

Hi.  When I am printing the schedule of values on the AIA Report, only the items that are being billed are printing.  How do I get the entire schedule of values to print (including the items not being billed on the current pay application?

We need to 0 the qty of an item that did not come in.When I create the receipt and change the Received Qty to 0, I get error: Quantity must be greater than 0.What is the right process to indicate a receipt is short?

We have a couple of business processes that require us to immediately update sales orders as new records are created in the system - not on a schedule. For example, we need to add the CRDF non-stock item to CO shipping address sales orders as they land in the system for tax calculation purposes.I’ve been able to create GI’s to filter down to the orders we want to update, and a business event that uses an import scenario to add the item to an order. The GI is configured to trigger based on record change, when the record is inserted into the search. We need to do this because we also apply filtering on the GI.I’ve confirmed all the functionality works in testing, but in a live situation the flow fails because of error: 0 records of 1 have been processed. The last error was Another process has updated the 'SOOrder' record. Your changes will be lost.As best I can tell this is happening because the business event’s import scenario is running too fast. I believe the import fails because the

I have a GI that outputs QtyAvail for each of our two warehouses on separate rows from the INLocationStatus table. I know to get the total QTY I can group the report by item.In this same GI however, I need to also output the total QtyAvail from both warehouses in the following format:Item - Warehouse - QtyAvail - Total QtyAvailABC - WHS1 - 10 - 50ABC - WHS2 - 40 - 50Is this possible?

Hi all, Does anyone know if there’s a way to pick Sales Order lines without having to create a shipment first?Right now, the only way we can pick is once a shipment’s been created, and we run everything through our WMS. The standard pick/pack/ship process doesn’t really suit our setup, and I’m wondering if there’s a better way to pre-pick stock into a designated area ahead of time?We’ve thought about just transferring the available stock into that area manually, then once the shipment’s created, reviewing the lines and updating them to the right location — but honestly, I’m hoping there’s a smoother, more efficient (ideally system-driven) method out there.Anyone come across a workaround or setup for this?

I’m creating a GI tool based on the AMRPDetail table,Users need to be able to input a sales order number into a parameter and then have the GI filter to show any sales orders “less than or equal to” that sales order number.I created a formula to parse out the SO number from the related document field. Can I use that formula field as the parameter? Thank you!

I try override the behavior of Shipped Qty on SOShipLine. from the scenario creating of sales order to creation of shipment using create shipment button. and after that there’s no changes of Shipped Quantity in Shipment Screen.  

One of my client has  business unit in UK and wants to understand regarding Acumatica’s adaptability to UK financial regulations—particularly around VAT compliance, Making Tax Digital (MTD), statutory reporting, and localized financial practices.Could you please share any documentation, case studies, or partner resources that address the above. Appreciate your support.  Thanks

Hello, I have created a new attribute for customers which will show their shipping account number (no carrier plug ins are used). I would like to add this to the shipping tab (or create an attribute tab) in Sales Orders. Is this possible?  

Context:  We are matching purchase orders to vendor bills based on the amount. Since we are not implementing the inventory, we are not using the purchase receipts. The items used are non-stock items.Scenario: In our purchase order, we have a single line item with a quantity of 1 and the full amount entered. Our goal is to perform partial billing. We attempted to create a bill against the purchase order and tried changing the unit cost, because the Amount field is not editable. After releasing the bill, the Purchase Order status changed to Closed (cannot do any AP bill) . When reviewing the PO transaction details, the Billed Amount is shown, but the Unbilled Amount is not.  Question: Are there any steps we may have missed? Is there a known workaround  for this scenario?  Thank you in advance and appreciate your help.   

Hi together, i want to import Template Items with Inventory ID Segment Settings When i import the settings will be like this:   But thats here is what i need:  I hope you cabn help me with the mapping.Thanks