Discussion Forums

When you create a PO, the Promised On date in the header transfers to any PO Lines that are added.However, if you update the Promised On date in the header, the Promised date in the PO Lines alters to the Promised On date PLUS the Item Lead Time in the Vendors tab in the Stock Item (in the example below, 7 days).Is this a setting we need to change, or a bug (as obviously the Promised On date is the date the Vendor is delivering their goods to us. It does not need a lead time adding to it)?Thanks,

Hi All,I need to create a GI based on the below info. I don't know how. Does anyone perhaps have a similar GI that I can use or give me documentation on how to do this. I am still new to Acumatica ThxDries

We are an MSP and one of our clients has a technician onsite that works cases from the customer portal. We need them to be able to edit the reason listed in the case to some of the custom options we have created. I was able to add these to the combo box values in the field section of the customization but they do not appear in the drop down only the combo values that exist in the base version of portal. If we change the reason in the main tenant it does change on the customer portal side but gives an exclamation stating that it is not set for this workflow. Unfortunately there is no workflow option with the customizations for the customer portal. Now they are set to be available in the workflow as it is set in the main tenant. Reason had its name changed to status

I was wondering if there was a way to prevent a shipment from being created on a Sales Order that has no Ship Via and/or Shipping Terms selected? Unfortunately we have a problem with sales reps not doing due diligence to check the Shipping tab prior to creating a shipment and it creates confusion and time wastes in the warehouse when a pick ticket prints with no shipping information on it.

Hi there,  I have a requirement to default the Invoice Date and Post Period in SO Invoice as the current date and period and was able to achieve it as shown below: protected void ARInvoice_RowInserted(PXCache sender, PXRowInsertedEventArgs e) { ARInvoice doc = e.Row as ARInvoice; if (doc == null) return; // Ensure it's a Credit Memo created from a Sales Order if (doc.DocType == ARDocType.CreditMemo && doc.OrigModule == "SO") { doc.DocDate = PXTimeZoneInfo.Now.Date; FinPeriod currentFinPeriodID = PXSelect<FinPeriod, Where<FinPeriod.startDate, LessEqual<Required<FinPeriod.startDate>>, And<FinPeriod.endDate, Greater<Required<Fi

Hi,  I am having troubles converting my attribute value into a number for my expression.I have an attribute applied on some stock items that is called UNITCOUNT which is just a field where I can enter a basic number.Essentially a 10 count box the unit count attribute would be 10. Or in the same way, 10kg of powder would be 1000 servings so the unit count would be 1000.  I was told to pull in the CSAttributeDetail Data Source but I am not sure that I connected it correctly. The UNITCOUNT attribute displays in the GI perfectly, however, when I put it into an expression like:=([AMMTranSplit.Qty]/ (CStr([InventoryItem.UNITCOUNT_Attributes])) I then get an error when viewing the GI 

We have created an extra Credit WO transaction and I am not having any luck zeroing it out.  I have tried to apply it to a debit memo without success, When I try to reverse it, I get a zero transaction and it remains on the statement.  What would be the best way to get rid of this?

Hello,i would like to update a checkbox through import scenario based on some conditions.If Price class is “AMMFG” then set “Subject to Commission” checkbox to TRUE, please have a look at below screenshot and help me how to solve this.  

Hi everyone,We have a custom report titled "Freight Out Expense" that only has two parameters: From Date and To Date. However, the additional sort and filter options within the report don’t appear to be working when the report is executed.Has anyone encountered a similar issue or can provide guidance on how to troubleshoot this?Any help would be appreciated. Thanks in advance! 

I have an api that pushes salesorders and it works if I set the version to 18.200.001.When I move it to 20.200.001 it fails with the error    [message] => An error has occurred.    [exceptionMessage] => Sequence contains no matching element    [exceptionType] => System.InvalidOperationException    [stackTrace] =>    at System.Linq.Enumerable.Single[TSource](IEnumerable`1 source, Func`2 predicate)   at PX.Api.ContractBased.EntityExportContextBuilder.ExtractFieldMappingKeyForDetail(String mappingKey, EntityField field, EntityMappingProjection[] entityFields, IMetadataProvider metadataProvider, IEntityMappingKeyService entityMappingKeyService, String endpointName, String version) in C:\build\code_repo\NetTools\PX.Api.ContractBased\EntityExportContextBuilder.cs:line 1343The only information I can find about changes is on page 55  of  

I’m getting this message when trying to do our first VAT return. Anyone got any ideas as to where to look to correct this. I don’t seem to be able to prepare any VAT returns without this being configured. Thanks in advance a tax report cannot be prepared for the selected company and the tax agency because the report version for the tax period has not been found in the system

Is there a way to set a cost on an item being sold intercompany/branch based on a percentage, similar to the margin feature in Acumatica? I see where I can set a Sales Price or manage pricing based on costs. The problem is with intercompany sales; you start with a Sales Order in the Customer-facing branch, which pulls the item cost, which really is different from the intercompany cost. Take this example: Company2 sells a widget to customer1 The widget is added to the line, and the “cost” is pulled from the item at that time. The problem is we want to sell the widget from company 1 to company 2 at a 5% markup (for example). All of the features only work at the pricing level so the intercompany order might be able to add a correct price of cost +5% the original order does not reflect that costing rule and shows cost.(I hope that made sense) I am sure others do similar things. What do you do to manage 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  Samvel Petrosov - Acumatica Community Featured Member for April 2025Meet Samvel Petrosov our Acumatica Community Featured Member for April 2025. It’s great to have you as part of the Acumatica Community ​​@Samvel Petrosov! 

Hello, new to Acumatica and looking for help. I’ve looked through the receivables and noticed that I can’t select certain past due invoices to the same customer with attached copy of their invoices by email. Are we able to do this? Also, are we able set up a schedule for past due invoice(s) to customer by email along with a copy of the invoice(s)? Thank you!!

The Generic Inquiry has more than 3000 of records. In the footer the Aggregate Sum is not showing. Any Idea to get the Aggregate Sum ?

Facing attached error after upgrading my enviroment from 2022R1 to 2023R2Database is MySQL 8.0, Windows 2019 server StandardInsufficient stack to continue executing the program safely. This can happen from having too many functions on the call stack or function on the stack using too much stack space. Any Help Appreciated

Current procedure requires the manual selection by BRANCH to see the UNPOSTED BALANCE prior to release of activity that has been uploaded for each subaccount.  Is there a quicker way or system report that would return the end of period UNPOSTED BALANCE listed by SUBACCOUNT?  The Account by Subaccount only reflects the RELEASED BALANCE.

Hi All,We have some weird behavior currently.We are trying to adjust out expired Inventory. Receipt states QTY on Hand is Zero, yet the Lot is stating a different story:We are currently not able to released this Adjustment due to the following error which is caused by the QTY On hand on the Receipt equaling 0Any ideas if what is going on and how to resolve this?

The Import Branch and Mapped Branch are errors, and I don't know what I should fill in for it. Please kindly advise with thanks 

Would it be possible to use a Microsoft Teams for large document storage.  For example photos and drawings. The documentation is vague about the Teams integration capabilities.  I don’t want to upload the photo to Acumatica and affect the storage limits.  The thought would be to create a file for each project in Teams.  Then upload the photos/drawings to Teams. I would like to be able to add a link to the file in the appropriate project in Acumatica.  Understanding of course that moving or renaming the file would break the link.

We use Parent/Child Account relationships extensively for our Customer base.  We also use a ton of Customer part numbers as Alternate IDs for our stock items.  This is becoming very difficult to manage when we have some parents with 100 child companies. Is there a way to set an alternate ID of a part number for a Parent account, and have it be used for its child accounts?  We can’t use Global in this scenario because we need to be able to use the alternate IDs on customer facing paperwork as well.  

Hello Community, We are in the middle of Acumatica Implementation for a Canadian Heavy Civil Construction Company. We have been using ADP for our payroll system but constantly running into issues with them. It has made our payroll person very frustrated (I am aware of ongoing issues personally too).That being said, we have been looking into alternative payroll systems from two broad angles.1) capability of managing payroll as if was a standalone software and2) integration with Acumatica.We have reviewed pretty much in depth a few payroll systems including Dayforce(Ceridian), Acumatica Built-in, Lumber and Avanti. We have come to conclusion thatWith Ceridian possibly we will experience the same issues of ADP as they are very close in nature, functionality and corporate structure Acumatica Built-in and Lumber are very unmature and they possibly will work for smaller companies with very basic needs and no c

Hi Guys,I need help to sync Line Item properties to Acumatica. Shopify apparently stores the variant options in and array format. Default connector only syncs the 1st option from line item properties but it could have up to 10+ options in that field.Is there a way we can create a loop to loop through the array and show all the options in Acumatica? Thanks for your help.

I created a DAC that adds 2 decimal fields within the DAC for a grid. I can’t figure out why after publishing,  the field is a text field and not a decimal field. How do I display it as a decimal field?    #region EstCostAmt    [PXDBDecimal()]    [PXUIField(DisplayName = "Est Cost")]    public virtual Decimal? EstCostAmt { get; set; }    public abstract class estCostAmt : PX.Data.BQL.BqlDecimal.Field<estCostAmt> { }    #endregion    #region EstFeeAmt    [PXDBDecimal()]    [PXUIField(DisplayName = "Est Fee")]    public virtual Decimal? EstFeeAmt { get; set; }    public abstract class estFeeAmt : PX.Data.BQL.BqlDecimal.Field<estFeeAmt> { }    #endregion    #region EstTotalAmt    [PXUIField(DisplayName = "Est Total Amt", IsReadOnly = true)]    [PXFormula(typeof(Add<estCostAmt, estFeeAmt>))]    public virtual Decimal? EstTotalAmt { get; set; }    pub

We have set an approval map for the PO owner to be the approver for an AP invoice, but on some occasions we need to approve so require to set individuals with overriding capability.So far, we have not been able to set this up either with creating steps within the approval maps which seems to duplicate the AP invoice in the Invoices and Adjustments list, creating a workgroup in the company tree, or delegation under employees.This is the current approval map set for the PO owner: