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Hi,I tried to create a Sales Invoice by adding sales orders with shipments as well as without shipments.Initialy I added sales orders without shipment through “Add SO Line” action icon in the Invoice and Then I tried to add Sales Orders with shipments through “Add Order” action. Howver, once I click the Add order action the popped up window didn’t show any sales orders. But if I added “Add orders” first and “SO Line: secondly, it has the ability to add both. What could be the possible reason for this.Thanks!

I have next problem. I am trying to add section to the right to blue section but it’s displayed on the bottom of the screen How I can make it correct? <template>  <qp-fieldset id="fsColumnD-Request" view.bind="Document">      <field name="UsrPOCreated"></field>      <field name="UsrConcatReference"></field>      <field name="UsrMotivationReason"></field>  </qp-fieldset><field after="#fsColumnB-Request [name='Description']" name="UsrRejectReason"></field><field after="#grid-Details [name='InventoryID']" name="UsrWarehouse"></field><field after="#grid-Details [name='UsrWarehouse']" name="UsrTaxCategory"></field></template>

Is it possible to make Acumatica Wiki pages accessible directly within the mobile app?Currently, some users have access to these pages through external links, which is not ideal for those who primarily use the mobile application.

HiI am trying to make a field required when a customer tax zone is specific on the SO order type. The problem i am having is making this field required when trying to create a shipment. So the field will not be required on SO creation, but rather when trying to invoice.

Hi,Does anybody have created a GI to extract subjected details?Thanks, Prasad

I am trying to add a ListFolder to the Main menu of the Mobile app.  All I am doing is trying to follow the directions in the attached 2019-R1-Mobile-Framework-Dev-Guide as published by Acumatica.  It does not work.  What is very odd, is that I can add all of the HubFolder’s I want.  That works perfectly.  But I can NOT add a ListFolder.Does anyone know why that would happen?There are no errors.  It just does not work.Here are the published example directions from Acumatica.Example: Adding a Screen to a FolderAdding a screen to a folder consists of two actions:• Adding a new screen to the mobile site map, as described in To Add a Screen to the Mobile SiteMap• Adding the new screen shortcut to the main menu.In this example, you will add a shortcut of the Controller screen to the Dashboards folder of the mainmenu. Copy the code below to the Commands area of the Update: MENU page in the CustomizationProject Editor.update sitemap {add folder "Folder_0" {displayName = "Dashboards"icon = "sy

We have a demand shown in the Inventory Planning display through the forecast, with an action and promise date of 11/10/2025. I created the purchase order today, but it’s being generated with the current date as the promise date. However, the customer expects the promise date from the Inventory Planning display (11/10/2025) to be reflected in the purchase order.The demands are generated based on future forecasts, and the customer expects the promise date to match the forecast date accordingly.

For the past few months my company has been working on trying to implement the Acumatica Customer Portal to allow our customers to view and pay their statements and Invoices. From what I have seen though, there are a couple of issues. I figured I would share them here to see if anybody has experienced these issues and if they have found solutions. Reloading reports results in errors: This is the biggest issue I have run into. When a customer views their statement or Invoice, if the URL is reloaded in any way, they will be brought to an error screen stating that they do not have the rights to view that screen.  Even if I set them as an administrator they will get this error.  I fear this can come off as extremely unprofessional to our customers. Has anybody else experienced this and/or come up with a solution? (See the image below for the error I am confronted with) Inability to pay Overdue Charges or Apply Credit Memos:  It looks like customers who have Overdue Charges to pay aren’t ab

How to wrap text in acumatica report designer for excel sheet 

I ran into this collection of Postman REST API examples today for Acumatica that contains examples from the Help site's integration guide:  REST API Request Examples for PostmanEnjoy!

There is no option to login via SSO for Outlook plugin. It just have an option to enter local credentials. While searching online, this issue was almost from beginning. Is Acumatica not looking to improve this feature from several years? Why ? Also, Looks like, It doesn’t support new Outlook mode (Currently, Microsoft has replaced legacy Outlook) as the login window gets disappeared after entering credentials. Has anyone faced such issue? 

Hello all,Can anyone clarify me how can I update the cost of an item?Items that belong to Standard, Average, FIFO & Specific valuation methods.As far as I have understood that for Average we would need to create an Inv Adj with the negative/positive ext cost in order to decrease/increase the cost resp. But for others i am getting a lill confused.

Hi all: I know that Acumatica doesn’t officially support Payroll on US Territories (like Puerto Rico). My Acumatica partner has never implemented payroll here, but they set a demo for us, and we have been able to either figure out or modify the settings to make it work. However, I’m still having some trouble with the State (PR) Income Tax Withholding. This comes directly from the Acumatica tax service and according to my calculations is calculating half of what it should be withholding. I have tried to switch around some of the tax settings (married, dependents, etc) and it is changing the numbers, but they still are off by roughly half of what it should be. Is there any way to look at the tax table where Acumatica gets the info? Or the calculations that Acumatica is making? Alternatively, could I make my own tax table? Any help would be appreciated. Using 2024 R2 (build 24.207.0011). Thanks! Javier

I’m not sure if it just isn’t possible or if I’m doing something wrong. I’ve read through documentation and other posts on the forum but I can’t get my requirement to work. I’ve configured the setting for the role from the Access Rights by Screen and validated it under Access Rights by User:Screen shot of access rights by user demonstrating the remove credit hold function has been removed.The user “testorder” only belongs to this role which allows access to sales order functionality but revokes the remove credit hold function. But logging in as testorder I can still release any credit held order with the button.

Hi Acumaticites, Good morning. I have been busy building import scenarios for various transactional screens. With a little elbow grease, one can usually find some posting here with someone sharing an import scenario that is working. The reality is that many of these import scenarios are very specialized to the Acumatica implementation which they are used in. Anyways, it seems like it would be quite helpful to have a publicly shared Git repository with various “sample” import scenarios (more than the “out of the box” shared import scenarios that come with Acumatica). Of course, one would want these organized by module and screen with a description pertaining to the destination system (1 branch or many branch, ...). One would describe the usage too (e.g. initial load of a master-detail screen or an update to a master-detail screen). One could place a safe harbor note about the risks about using these shared import scenarios in production environment. Of course, one would want to mask or

I’ve made a GI that is using the INLocationStatus table.  It is not joined to any other tables.  The GI returns the Location ID, Inventory ID, Inventory Description, QtyOnHand and QtyAvail.  I have this GI exposed to the Mobile Applicaiton. When I look at the GI on the desktop, I see the following:When I look at the GI in the mobile app, I see the following:In the mobile app, I am not getting the numeric value of the Inventory ID.  I can’t figure out why I am not getting the expected results. Any ideas?  Anyone else see this issue?

I have a custom app that is version sensitive.  For example, there are new fields and tables in 24R2 that don’t exist in 24R1.I can find the build in the Versions table:I need to be able to determine if the version is 24R1 or 24R2.  I can’t find anything that will help me do this.Maybe there is some algorithm that is used on the Version field?  

Hello - when I attempt to download the Report Designer for 2024 R2, I am getting this below error message, and am not seeing IIS 7 on the directory as an option anywhere. Do you know where I can get the report designer for 2024 R2 24.211.0024?  

Our company purchases trees from farmers. These farmers require 25% deposit or prepayment upfront and then the remaining balance is due 2 weeks before shipment. I’m wondering what the best way to set up these credit terms are? All of these payments will occur BEFORE we receive product into Acumatica. Thanks!

I am trying to hide or disable the Return option in Purchase Receipts for our users since it is often used in error. I was really hoping I could figure this one out myself by using access rights by role in user security but am struggling to find the proper section. On another note, I am excited that they finally added the option to either cancel/correct a receipt in 2025R1!  

I added a new field to the item warehouse detail screen. We wanted to be able to choose the default bom and revision. i was trying to add a field updated event where it would automatically fill out the revision when the bom was selected. I tried to delete the default bom so that i could add it back in to see if my code was working , and i get the below error.  i have also include the dac for the new field and the graph extension. Any idea why i started getting this error? The code builds successfully in visual studio and loads in fine. public class INItemSiteFieldExt : PXCacheExtension<PX.Objects.IN.INItemSite> { #region UsrBOMRevision public abstract class usrbOMRevision : PX.Data.BQL.BqlString.Field<usrbOMRevision> { } protected string _UsrBOMRevision; [RevisionIDField(DisplayName = "Bom Revision")] [PXRestrictor(typeof(Where<AMBomItem.status, Equal<AMBomStatus.active>>), Messages.InactiveKitRevision, typeof(AMBomItem.b

Has anyone tried ACUMATICA integration with Click Up or Monday as Project Management System for Asia region? Much appreciated for your information and sharing on how it worked also what are the challenges during implementation, Thank you

Hello!Can someone please share their import scenario profile regarding checks and payment with a bill to be applied yet balanced status.I’m stuck at An error occurred during processing of the field Reference Nbr.: Error: 'Reference Nbr.' cannot be found in the system.  

Hi everyone,We would like to automate the creation of Physical Count (IN504000) documents (Type ID: DAILY, Warehouse: K300) at 2AM every day in Acumatica.What’s the best approach to implement this? Should we use a custom processing graph with automation schedule, or is there a simpler method?Thank you in advance! 

How do I modify the format in Report Designer to only print 2 decimal places when using formula’s.  It’s currently showing 4 decimal places.  We recently upgraded to 2024R1.So far in the Format field I’ve tried “N2”, “#,##0.#0”, “###,##0.#0”.  Any other suggestions?