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Hi All, I have a question regarding the inventory report: I checked on my Inventory Transaction Detail for Beginning and Ending Qty. Please refer to the first page on period August 2022 screenshot document below:The beginning balance is correct because I just created the stock item so the beginning balance is zero and the ending balance is also correct because I purchased 400 item in August 2022.However, when I changed the next period, instead of reflecting the ending quantity from last period, the beginning quantity begins with zero again. Thus, the ending quantity is minus. Please refer to the second first page on Period September 2022 screenshot document below:The beginning balance starts with zero again, resulting the ending qty balance become minus. When I checked the report, it reflected right quantity balance. Please advise how to fix the information regarding beginning and ending balances in Inventory Transaction Detail. Regards,Nadia

Hello Acumatica Community, How can I enable the Email Sales Order for Sales Order Type - RM? It is currently greyed out and our customer is using a temporary work-around.   

Hello,I would like to know how I can display the Alternate ID in the Invoice detail grid.Could you please guide me on how to achieve this?

I’m trying to create a customization so that when orders get created from the acumatica commerce connector. I want too modify the Warehouse ID for specific stock items on “SP” order types.I created the customization and extended the sales order screen but no luck so far. I thought I could listen for RowInserted event for order Details but nothing is working and when I add trace logs I don’t see them.using System;using System.Collections;using System.Collections.Generic;using System.Diagnostics;using System.Linq;using System.Text;using PX.Common;using PX.Data;using PX.Objects.AP;using PX.Objects.AR;using PX.Objects.CA;using PX.Objects.CM;using PX.Objects.CR;using PX.Objects.CS;using PX.Objects.DR;using PX.Objects.EP;using PX.Objects.GL;using PX.Objects.IN;using PX.Objects.PM;using PX.Objects.PO;using PX.Objects.TX;using POLine = PX.Objects.PO.POLine;using POOrder = PX.Objects.PO.POOrder;using PX.CarrierService;using PX.Concurrency;using CRLocation = PX.Objects.CR.Standalone.Location;usi

We have a client who wants to use project accounting in a somewhat unconventional manner.  The client is using projects account to track manufacturing WIP and progress billing.  The client did not buy either Distribution or Manufacturing as they are using a 3rd-party solution for these features.  They want to have the ability to use progress billing, but because they recognize revenue by the “completed project” method, they need to post their billings deferred revenue.  Using a WIP schedule for this is not ideal for this client.The plan was to allow them to generate progress billing on demand, posting the credit side of the invioce to Deferred Revenue, then use the allocation feature at the end of the job to reclassify the Deferred Revenue, along with their WIP, to revenue and COGS, respectively.  I tried using a different methodology, where they generated progress billings, then offset the final bill with the sum of their progress billing to request the final amount due while recogniz

hello everyone , as per our requirement classic to converted into modern UI, while publishing the package getting errorts file code  HTML File code  please suggest how to resolve these error

I have a processing screen that works perfectly.  After processing, all data is updated correctly and the screen looks and functions exactly as it should.However, when the processing is complete, the results window is screwed up.When I click POST ALL, the code posts any entries that are unposted (based on the drop down filter) and does not post entries with a batch error.  WORKS GREAT!When the processing delegate fires, if the batch has errors, I throw an exception on that recordPXProcessing<ICSPendingHDR>.SetError(entriesToProcess.IndexOf(entry), e);On the web site, the processing screen temporarily shows an item in the ERROR box which is what I expect: Then, when both records have been processed, the results changes to 2 process successfully When I click the 2 Processed button, I get results that are messed up.  The Batch Has Errors column should show a checkbox and not True or False.  It is pushing the columns to the right.  Also, the descriptions on the Messages are in the wr

I have a purchase order with lines that are set to complete “By Amount”.  Min Receipt = 0%, Max Receipt = 102.5%, Complete on = 100%.I understand this to mean that any amount below and including 102.5% of the amount can be receipted, but once the amount of the receipt line = 100% of the amount on the PO line, the line should complete.Amount on PO line = Amount on Receipt line, so why would it not set the PO line to complete?  Am I missing something else here?

I have a local instance with a snapshot of client data on build 25.101.0153. After installing the instance, I ran the npm run getmodules and npm build.  I have custom screens.  I can npm build my screens and they look great in my local instance.I added the custom Modern UI files to the Modern UI files section in the Project Editor screen.When I publish the project in the same instance that I created the MUI files, I get errors. I think this is the main reason for the errorts-loader: Using ts-patch/compiler@5.5.2. This version may or may not be compatible with ts-loader.I have about 20 instances of MANY build versions as my snapshots are being restored into the build of the client’s snapshots.In google, the AI tells me that I should use NVM to manage my active node.js version.  The error seems to have something to do with typescript.For sake of argument, say I am able to get my active version of node.js / typescript to match the instance I am publishing into.  Before I spend hours tryin

We want to create a BOM that one of the materials required is the same as the finished part.  We need to issue the part to the production order, along with additional parts to repair it.  The finished part comes out of production with the same InventoryID as it went in, but with a new Lot or Serial number.Currently, It seems I cannot add the finished part to the materials.  Is there a way to identify a BOM as a rework BOM that will require this?

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 Django Dunn - Acumatica Community Featured Member for June 2025Meet Django Dunn our Acumatica Community Featured Member for June 2025. It’s great to have you as part of the Acumatica Community ​@Django! 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 backgrounds, cul

When recording, a dedicated button should appear, but it doesn't because there's a warning on the screen. Can anyone help me resolve this? Here is my action codepublic PXAction<PX.Objects.AR.ARInvoice> LoadDocumentsPro;        [PXButton(CommitChanges = true)]        [PXUIField(DisplayName = "Load Documents")]        protected virtual void loadDocumentsPro()        {                                  }Here is my code where I do the validation to show the action, it works when there is no warning, if there is the event does not work.  protected virtual void _(Events.RowSelected<ARInvoice> e)        {            var row = e.Row;            var cache = e.Cache;            if (row != null)            {                bool validacionPro = false;                bool validacionPro2 = false;                PXResultset<XTProformaInvoice> value_1 = this.proformaView.Select();                foreach (XTProformaInvoice item in value_1)                {                    if (item.L

Does anyone know if you can pick and choose what users see the Modern UI? I know to customize it, you have to have certain roles but can it be turned off for certain users? Specifically, the SPS tabs are not available on the Modern UI. Does anyone have a workaround?

We moved from 23R1 to 24R2 and now missing the Terms of Sale box. It states in 24R2 we need to use Easy Post to get this box to populate, while currently we use Ship engine. In the Easy Post setup it requests the Terms of Sale. Has anyone used this and I'm questioning on the setup does the assigning it to the setup as shown below limit how it is used on the shipping screen - meaning you can select an option and is defaulted? I don't want to go through account setups for no reason. I considered just adding a custom UDF combo box to use instead and stay on Ship engine. Thoughts?    

There were some functions that were not possible with the report designer so I have to code a custom screen and add RUN REPORT action to that custom screen.And I want to replace the default Report screen(screenshot below) with my custom screen so there is no confusion as there will be only one screen to run that report. Is there any way we can do this please let me know. Default screen Thanks

Hi,When we send emails from the Sales Order (SO) screen, customers reply, but we don’t see those replies in All Emails → Incoming Mails, and nothing appears on the SO either.We’re not using a CRM license. Is it possible to receive and track replies without CRM?If yes, what setup is needed?Thanks!

Hi Acumatica team,We have a client who is interested in Acumatica Artificial Intelligence features (AI Acumatica), I have been searching for manuals without success.Cloud you share with me a manual about how to use the Artificial Intelligence in Acumatica (AI)? Thanks

Is there any way possible I can select a date range and print all daily field reports within?  

I’m hoping to find other Acumatica community members who utilize the multi-base currency tenant feature in Acumatica.  The company I am the Director of Finance for started using Acumatica in 2022 and went live on 2021 R2. We have four companies worldwide, each with their own base currencies, USD, GBP, EUR and HKD.  When we were sold Acumatica, there wasn’t much talk or offerings surrounding the multi-base currency feature and even Acumatica had a warning label on it that it was still relatively new.  We started out by creating 4 tenants with 4 different base currencies, but our companies are so integrated in day-to-day sales and operations that this became such a hurdle for us.  When we upgraded to 2022 R2, we created a development environment to start testing out the multi-base currency feature and quickly found out that many of the great things about having multiple companies within one tenant were taken away with the activation of this feature.  Transfer orders, intercompany transac

We are evaluating the possibility to switch from Windows OS to Linux,With the documentation it is clear that Acumatica is highly based on MS environment,We provide customizations on Acumatica Application and want to setup the VM with Linux OS.So, Is there any possibility to develop Acumatica application(Customization) on Linux serverNote - the solution Basically need to be cost oriented. 

Trying to trigger the “Extend as Customer” action for a business account via the rest api but am getting a 422 Unprocessable Entity. Not sure what I am doing wrong? Please help.In postman using ‘POST’ with the url: https://((CUSTOMER))/entity/Default/24.200.001/BusinessAccount/ConvertBusinessAccountToCustomerBody: {"entity": {"Type": { "value": "BAccount" },"BusinessAccountID": { "value": "000053" },"CustomerClass": { "value": "W RN BC" },"CustomerName": { "value": "Channeltestcustomer169" },"SalesAccount": { "value": "40000" },"ARAccount": { "value": "11000" }}}  

We have investors in our company who receive periodic distributions based on their shares invested. We intended to use the “Cash Purchase” option to create the checks since they are not for AP and should not have a bill/bill payment associated with the distribution. However, when going to print the checks, we realized that nothing prints in the memo field or on the remittance sections that would tell the payee what the check was for.Is there a way to have a memo print on the checks when using the “Cash Purchase” option?

Can someone direct me to where I’m supposed to go to add Statuses for Document Types (in Compliance)?  I’ve look everywhere that I could think of.  Thanks!

I want to add vertical line in report design but when the text grow more than one line, the line is not fit with the size to text and in the blank area if no item listing, I want vertical line too.

When trying to release an AP batch I get an error: Updating 'GL Batch' record raised at least one error. Please review the errors. Batch is out of balance, please reviewI cannot see any problems with the batch and it’s not out of balance