Discussion Forums

 Hello everyone,I need to add a filter to my report so that I can filter it by OpportunityID.Below are my screenshots showing the steps I’ve taken so far.Can someone please help me with this?Thanks in advance,Pantea 

Hello every oneI am currently working on a report containing bank information. These are encrypted . How can I get them decrypted in a report?I found a thread about a function:  PX.Objects.CA.Descriptor.ReportFunctions.GetBut I really do not know where to build this function in the report.Thanks

Is anyone transacting foreign currency payments in the real world in Acumatica?If so, I’m curious how you’re handling the difference between the rate on the AP Payment record in Acumatica and the rate that your payment provider uses, assuming that you process the payment in Acumatica before processing it with your payment provider. Here’s an example:1. The Base Currency ID on the Companies (CS101500) screen is USD  2. Enter an AP Bill in the Bills and Adjustments (AP301000) screen on April 01, 2025 for 100 EUR at a rate of 1.11111111  3. Here’s the journal entry that gets created when releasing the AP Bill showing USD of 111.11  4. Enter an AP Payment in the Checks and Payments (AP302000) screen on April 14, 2025 for 100 EUR at a rate of 1.12733217  5. Here’s the journal entry that gets created when releasing the AP PaymentThe cash gets pulled out of the 10700 account for 112.73 USD because of the 1.12733217 rate on the payment:100 EUR * 1.12733217 = 112.73 USDThe 20000 account gets re

In Customized Screens , I started Customize existing screen AR303000 .I selected EDIT ASPX button And added the below code to Tabs after Compliance Tab .<px:PXTabItem Text="MyNewTab">  <Template>    <px:PXButton runat="server" ID="btnGetResult" Text="GetResult"><AutoCallBack Command="GetResult" Target="ds" ></AutoCallBack></px:PXButton>    <px:PXGrid ID="grid" runat="server" >      <Levels>        <px:PXGridLevel DataMember="CurrentCustomer">          <Columns>            <px:PXGridColumn Width="200px" DataField="UsrNoOfHits" ></px:PXGridColumn>            <px:PXGridColumn Width="250px" DataField="UsrBookMarkRating" ></px:PXGridColumn>            <px:PXGridColumn Width="350px" DataField="UsrNotes" ></px:PXGridColumn>            <px:PXGridColumn Width="350px" DataField="UsrSanctionsCheckMessage" ></px:PXGridColumn>          </Columns>          <Mode AllowAddNew="False" Al

Has anyone tried ACUMATICA implementation in non-profit specifically on health sector for Asia region? Much appreciated for your information and sharing on how it worked also what are the challenges during implementation, Thank you

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 Tara Hodgkins - Acumatica Community Featured Member for July 2025Meet Tara Hodgkins our Acumatica Community Featured Member for July 2025. It’s great to have you as part of the Acumatica Community ​@Tara Hodgkins! Acumatica User GroupsNew! Michigan Acumatica User Group, Northern New England Acumatica User Group, NorCal Acumatica User Group Request to join today!All Acumatica User Groups How to Answer Questions on Acumatica Community - We need everyone’s help!Active Participation is needed from every Community user; everyone can provide valuable input using their individual skills and interests.  When more people participate, all members benefit - - we need diverse backg

I’m trying to modify the existing Journal Transaction report to ignore subaccounts.  We have subaccount enabled in our set up but it is only meaningful in certain situations.  When I want to look at the activity in an ACCOUNT, I don’t want it broken up by subaccount. I know the GLHistory tables are used to pull the opening balances and they are organized by account & subaccount.  When I try to collapse the grouping around subaccount I get garbage for opening balances.I’ve also tried abandoning the GLHistory table and have built up the opening balance by pulling in all records from GLTRAN and totaling all of the DR/(CR)’s prior to the period I want.  But, I can’t get that calculated variable to pass from the detail section of the report to the header section for the account.  Can anyone suggest an approach to either pull the combined records from GLHISTORY or how to pass a variable from a detail section BACK to a header section.Thanks in advance.

Are there any solutions out there that would allow for upwards of 5000 task lines on a project? We realize there are limitations based on tiers, but we are getting stopped when we upload a certain number of rows to populate a cost budget. Are we misunderstanding the line upload limitation as an upload is the same as a “commercial transaction”?Or is there a way to do Parent Projects and Subprojects? Are there any solutions out there that would tackle that? Would love to hear anyone’s ideas. Thank you!   

      There is a known issue in Acumatica that has persisted for a long time, and the official team has not fixed it yet. We hope the official team can fix it as soon as possible.       If the official team does not fix it, I will find a way around. However, I found that the program sometimes automatically reverts the link of PO3020PL back to the original (which gets timeout)      Therefore, for the convenience of users, I want to modify the navigation link in the upper-left corner of the Purchase Order entry screen (PO302000)  so that clicking it will not return to PO3020PL but to my custom screen GI009999, for example. Can anyone give me some advice?

How to upload some SO to delivery from new screen ?

I cannot find the appropriate configuration that would allow us to release invoices for sales orders that pre-dated the credit hold. We want to avoid fulfilling new sales orders entered against a customer with a credit hold, but we still want to bill them for product already provided. I have tried the this option in Accounts Receivable Preferences:Hold Document on Failed Credit CheckA check box that indicates (if selected) that new invoices and memos are placed on hold and cannot be released for customers that failed the credit check. If the check box is not selected, new documents can be saved and processed regardless of the credit check result, although the system warns users about customers that failed their credit check. I have tried this option in Sales Order Preferences:Hold Invoices on Failed Credit CheckA check box that indicates (if selected) that an edited invoice can be saved only with the On Hold status if the customer fails the credit check. Neither have allowed me to rele

When creating a kit assembly, we’ve found that lotted components are automatically allocated based on the FIFO setting on the Serial/Lot class.  However the not tracked components require a Default Issue From value on the Item Warehouse Details form, or the Line Details need to be specified manually.When a shipment is created from a sales order and includes these same not tracked components, the components are automatically allocated based on the pick priority of the locations on the warehouse.  Is this the expected behavior for kit assemblies?  Any ideas how to automate this so that the location can be dynamic, similar to how it already works for shipments?Thanks in advance!Laura

Hi!I am trying to create an import scenario that will create a shipment in acumatica.  i had tested this out before and managed to get it to work with one line but it’s not working with multiple lines (pretty sure i broke how to do it for one line too 😅).the import scenario attached creates the shipment but it doesn’t add the lines to the shipment and save.  I have actions to confirm and prepare invoice too but at this point, i am just trying to select the lines and save the the shipment. here’s the add order screen with what it looks like when i manually try to process this shipment, however, i cant seem to get the import scenario to select all the lines i appreciate your help in advance!

Hi Team I am trying to send an email to contact → Email defind as below.I have used below option contact-email, def contact email from the template but the email is still trigger to billing email. Please assist in using write data field in email template?

Hi AllI am using Acumatica version Build 2024.114. I have written an Import scenario to import Template Items. I want to apply a validation on Template ID field i.e. if the value being imported already exist as a Template ID, the row is not imported. Is it possible? Any help appreciated.Below is the screenshot of my import scenario.  

I created an import scenario to mass create refunds in the AR payments and applications page. The actual creation of the refund has worked but I was also attempting to pair the refund with a SO of the CM type that is already created. Below is the error I am getting: This is my import scenario (XML is also attached)  

I have multiple companies set up as branches under the same tenant in Acumatica. I need to ensure that a user can only see and transact within their assigned company and not access others.

We’ve configured our Acumatica instance to use Microsoft Entra SSO. It works well, except when there are nested group assignments in our Active Directory groups. How do I get Acumatica to recursively find users assigned to a group. Here is a scenario:User: BillyBilly’s Direct Group Membership:   grpBranch1   grpFieldLevelAuditBilly’s Nested Group Membership:   grpInternalUser is a member of grpBranch1Acumatica Linked Active Directory Role Assignments:   Branch1 linked to grpBranch1   Field-Level Audit linked to grpFieldLevelAudit   Internal User linked to grpInternalUserWhen Billy logs in, he only gets these role assignments:   Branch1   Field-Level AuditHowever, even though Billy is a member of grpInternalUser through group nesting, he doesn’t get the Acumatica Role: Internal User.I can confirm that the nested group assignment works with the on-premises Active Directory nested group membership. How can I get it to work when Acumatica uses Microsoft Graph?

Hello community,How can I setup and test an FTP connection in acumatica?Is this only via File Synchronization?

I am trying to automate the creation of a Sales Order and Shipment, I have a GI with the lot serial information and the customer linked to that item, and a business event to trigger when I want it to. I would like for a Sales Order to be created for the same item, and the lot serial shipped so that all that we have to do is invoice the customer. I am using an import scenario and a business event to get this to happen, but I am stuck on literally the first thing.  I keep getting the error of ‘Customer ID cannot be empty’ and everything I have tried will not fill in the customer for some reason?  I haven’t even been able to test the rest of the import scenario because I can’t get past the customer. Here is my import scenario, is there something I am doing wrong on the first line? Why is it not able to get the customer filled in?  

Use case: We have some expense items configured to post to job-related GL accounts and others configured to post to G&A GL accounts.  How can we enforce the correct pairing of these expense items with projects on expense receipts?Scenario 1: A user creates an expense receipt for the purchase of job materials and enters an expense item that posts to a job-related GL account.  How can we make the entry of Project/Project Task/Cost Code required for this scenario and prohibit entering Project X - Non-Project Code?Scenario 2: A user creates an expense receipt for the purchase of office supplies and enters an expense item that posts to a G&A GL account.  How can we force the entry of Project X - Non-Project Code?  

Hey community,I have a scenario where my file would be imported via ftp. Everyday one single file will be imported but the name of the file would be in the following format: file-import-<datetime>So in this file name <datetime> is variable. So will acumatica import the same file into the same import scenario with the variation in the ending name of the file? if no then what are the possible ways? Is there any option to define an expression or maybe just before the import it changes the file name and then import it ? 

Hi everyone,I'm looking for a way to audit a specific user's activity in Acumatica. Ideally, I want to view a detailed history or trail that includes all screens the user interacted with and any changes they made across the system (such as record updates, document edits, field-level changes, etc.).Is there a Generic Inquiry or report that provides this kind of audit trail? Or is there a recommended approach or customization to capture this level of detail?I’m using 2024R1

The user would enter the serial number when it is received, but I want to limit the length and format of the number.

In this Coffee & Code session, we will be joined by Nicholas Bova (Acumatica) to discuss Dependency Injection. We'll explore how Acumatica developers can use the Autofac framework to manage and resolve their external services. We will also demo a logging service that showcases how the dependency injection design pattern can be used to write more modular and testable code. We hope developers of all experience levels will gain practical insights that they can apply to their everyday applications.Nicholas BovaSenior Software Developer