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Does the system support the billing of cases via project billing? On a case, I enter a billable work item and link it to a project and task.  I close (not release) the case.  The time shows on a timecard which I release.  For a billable case, in PMTran, I see the transaction marked to exclude from billing.  For a non-billable case, the transaction is not marked to exclude from billing.  In either case type, the time does not appear (not available) on the proforma invoice.

 I have one production order with two operations and 3 qty, serial track and Include scrap in completion checkbox is unchecked in production preference screen.Now I have created one production order with 3 qty, three serial lot SRF000131, SRF000132 and SRF000133 Generated on production order released.Now I have created first move operation for first operation, 1 qty scrapped (SRF000131) with scrap Action quarantine and qty is scrap checked, and other two qty I have moved.Now I have created second move operation for second operation, I have moved all 3 qty but error is coming "Error: Serial Number 'SRF000131' for item 'AAMACHINE1' is already received".I have already unchecked Include scrap in completion checkbox in production preference screen. same case for lot track is allowed to move operations.why different behaviors for lot track and serial track...please suggest ..Thanks

This question was asked 4 years ago.  I have the same issue.  However, I think the solution provided in this topic is frankly unacceptable.  Unless of course, I’m missing something obvious.Issue with displaying Inventory ID in mobile app | CommunityIn my GI, I am displaying the Inventory CD.  Looks great when viewing on the site.Per the link above, when the GI is displayed on the mobile app, the Description field is shown, not the inventory CD “by design”.  Well, that doesn’t seem like a good design.If I follow the old link, I have to uncheck the Expose to Mobile App and basically, rewrite the entire GI as a new mobile screen.  By exposing the GI to the mobile app, it is doing everything we want except for actually displaying an inventory id (cd).  There HAS to be some way to modify the GI results grid to show the Inventory CD in the mobile app without recreating the ENTIRE page on the web app.Has anyone else figured a workaround for this? EDIT:  I meant to create this in the Develop C

Hi everyone, I have a created a service order billing cycle:Run Billing for: Service Orders Group Billing Documents by: Service OrdersIn an appointment I have a service item with an estimate of 4 hours but the actual qty is 6 hours. After closing the appointment the item is transferred to service order for billing.However instead of the actual amount of 6 hours the only 4 hours are billed when running billing. If I change the billing cycle to: Run Billing for: Appointments Group Billing Documents by: Service Ordersnow billing is moved to the appointment which will create multiple invoices which isn’t what we want. Changing the billing cycle: Run Billing for: Service Orders Group Billing Documents by: Appointmentis not permitted by the system. Is there a way to to make service orders bill the actual amounts and qtys from the appointments? Or am I missing something why this isn’t supposed to work? Thanks

Hi,I am looking for any end point that can help me create landing cost entry in ERP. I could not find anything in the documentation. I have anyways created a custom end point with all the necessary data points but not able to get the right result. Can someone help me if they have come cross a scenario where in they have to create a landing cost via API.Regards,Nawaz, Mohammed 

Meet Tara Hodgkins our Acumatica Community Featured Member for July 2025. It’s great to have you as part of the Acumatica Community ​@Tara Hodgkins!Hi Community Friends!  I am Tara Hodgkins, the CRM Technical Product Manager here at Acumatica.  I have been managing and designing CRMs for the last decade or so.  I enjoy building user-friendly experiences that not only drive business results but also bring me satisfaction when users can intuitively engage with new features.  If you're using Acumatica CRM (or thinking about it!), you may have noticed a bunch of recent activity from me in the community as I am working (with CRM PM Michael Bradner) to optimize the CRM idea and discussion forums.  Our goal is to continuously improve the CRM offering while building strong, collaborative relationships with you - our users!  I honestly love hearing from users, so don't be shy!I am currently in the Southeast but call the mountains of New England home. After hours, I am nearly always on the go - 

Hello! I’ve made a GI (attached) that I think is really neat, and is helping my team find anomalies in raw material usage.Context:We’re a process manufacturing company that produces some regulated liquid products. Because of this, traceability on raw materials is key.Our company requires reporting on the yield percentage of raw material lots we use in production, and the percentage of what we produced was sold. We only use one Warehouse and Branch, but have multiple locations to manage Quality Control holds and Quarantine. We use the Lot and Serial Tracking feature. We had an issue where users couldn’t confirm how a lot was zero’d out when inventory was completed. Sometimes users consumed exactly the amount of stock items that we had received. But other times our inventory count was off because vendors over/under shipped an item and we wouldn’t know exactly how much of a liquid was in a container until it was empty. If a lot had zero quantity, it was removed from the Inventory Summary

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! SAVE THE DATE: Coffee & Code - Dependency Injection [July 22nd]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

I am looking into converting some custom pages to modern UI.  The underlying DAC of these pages frequently uses DescriptionField derived from PXEnityAttribute to modify how an attribute is displayed in a grid.  For example:        [CustomerActive(Visibility = PXUIVisibility.SelectorVisible,            DescriptionField = typeof(Customer.acctName),            Filterable = true,            IsKey = false)]The underlying attribute is an int for the customer ID, but rather than displaying that int it displays the string Customer.acctName to the end user.This works fine in classic UI, but when pages are converted to .html files and .ts for modern UI, the conversion process doesn’t seem to respect the presence of description fields.  The selection process works fine, but the final thing displayed is the non-descriptive int.How do I need to amend the html or ts to give it a hint regarding the presence of the DscriptionField on the DAC property?

Hi ,What’s this AM Error when processing the Move Release in Production form?Has anyone seen the error before?It’s weird that the GL comes out but the debit and credit line are missing.I think it’s the system try to create Production Cost transaction GL but failed.Is there any production cost setting or chart of account setting I missed?  

When installing my demo instance, redirecting to the website didn’t show the default password already set-up. No I am not sure how to log in. Help with this please.

The Customer Lookup functionality on the Modern UI Sales Order screen doesn’t seem to be working. I’m not sure if I haven’t enabled a feature that is required to make this work? I spun up a new instance of 25.101.0153 to check out the latest functionality and enabled Modern UI by default during installation. If I click on the pencil next to Customer I can make a new Customer, but how do I select an existing customer for the Sales Order?Can anyone help me out here? Thanks, Jonathan 

Hi All,In NetSuite, we have the ability to create and manage multiple custom forms for the same transaction type. For example, with Purchase Orders: Regular PO Form: The standard template used for most purchase orders. AfterMarkets PO Form: A customized form tailored for aftermarket transactions, possibly with additional fields or different layouts to suit specific business needs. Tipalti-Synced PO Form: A unique custom form designed for purchase orders that are synced from Tipalti, which may include special fields. This flexibility allows us to:Assign different forms to various business processes or integration scenarios. Control which fields, layouts are shown depending on the context of the transaction. Enhance user experience and enforce process consistency across different types of purchase orders.We are currently implementing Acumatica and would like to know more about its capabilities regarding custom forms and related printouts. Specifically: Custom Forms: Does Acumatica al

Acumatica customization gurus, is it possible to reference the UserPreferences.DefaultSite field in an event?  Code snippet is below, but I’m receiving the error ‘UserPreferences’ does not include a definition for ‘DefaultSite’.   The field does exist in the SQL table in my local test environment.  Thanks in advance!             var line = e.Row;            var currentUserID = PXAccess.GetUserID();            UserPreferences prefs = PXSelect<UserPreferences,                Where<UserPreferences.userID, Equal<Required<UserPreferences.userID>>>>                .Select(Base, currentUserID);            if (prefs?.DefaultSite != null)            {                line.SiteID = prefs.DefaultSite;            }  

How to Identify Which  Serial number  of an Item in Kit Component linked to the Kit Item   .and is it possible to Show the details in Shipment  Documents For Eg ; I have a Sales Order with Item XYZ( Kit Item ) Ordered 3 Qty  and the Serial Number XYZ-1, XYZ-2 and XYZ-3   Each Kit Item Includes 3 Components  ABC, DEF and GHI with Serial number so total ABC 3 qty DEF 3 qty and GHI 3 qty  each has Separate Serial Number As well how i can find out which Serial number of Each Component is associated to the Serial number of Kit Item  

On the reconciliation statement CA302000 for a credit card statement, should the Statement Balance field be a negative as the credit card is a liability and the GL balance is a credit?  My client is starting a reconciliation, and I wanted to verify that the balance should be -100,000.00 for the reconciliation.Thank you!

We’re having the following issue:Everything appears to be set up on the Microsoft Entra side of things (permissions carry over) We are able to get a successful login notification on Acumatica (my profile → teams settings) BUT when we navigate to ‘Teams Channels’ we can’t synchronize. (see attached screenshot_Has anyone run into similar issues with Microsoft Teams integration? We’ve followed all the guides to the T and keep running into this issue.   

We are trying to  Extended INRelatedInventory DAC Fields in the Releated Items Tab Grid section classic to Modern UI .DAC has 2 extended fields need to display it in the modern UI classic UI screen shot Tried with below code, but unable to see fields in Modern UI import { PXFieldState, PXFieldOptions, columnConfig } from "client-controls";import { IN202500 } from "../IN202500";import { ReleatedItemsTabBase } from "../../common/related-items/tab-related-items/tab-related-items";export interface RelatedItems_customfields extends IN202500, ReleatedItemsTabBase { }export class RelatedItems_customfields extends ReleatedItemsTabBase {    @columnConfig({ width: 100 }) UsrNAWSurchargeSO: PXFieldState;    @columnConfig({ width: 100 }) UsrNAWSurchargePO: PXFieldState;}

Hello Comminity,I would appreciate help with below requirement. I have a company implemented in one country and the company is now expanding to another country. The same solution will be applicable. the only change would be the base currency and taxation . I'm looking for a way that easily roll out the solution to a new tenant which is for the new country.  I tried with snapshots but all export modes pull the data with the company settings as well. Then I'm not allowed to change the base currency. (I don't intend to use global finance).Is there any easy method that meets the above requirement?Thank you,Dulanjana  

Hello guys, im trying to achieve to set an standard value for the date field "requested on" in the sales orders. I executed it as follows:  Adding the field to the screen, trying to set standard values (different formats like 09.09.9999, 09/09/9999 or 9999-09-09…) -> didnt work out Editing the DAC (i tried to fill in code that chatGPT gave me, didnt work out)  namespace PX.Objects.SO{      [PXNonInstantiatedExtension]  public class SO_SOOrder_ExistingColumn : PXCacheExtension<PX.Objects.SO.SOOrder>  {      #region RequestDate          [PXMergeAttributes(Method = MergeMethod.Append)]       public DateTime? RequestDate { get; set; }      #endregion  }} Can you help me here, please? Thanks in advance!

HI All!  I am attempting to design an import scenario that will create PO Return Receipts.  I am unable to successfully import when attempting the “Add PR” step.  Here are the details:I have a data provider that is a GI containing the original receipt details Here is a screenshot of the existing Import Scenario: The highlighted area is where the issue is occurring.  If I remove the <Dialog Answer> and the <Action: Add PR> (AddPOReceiptReturn) line – the import executes and creates a Return Receipt without the Receipt details If the import is executed with the lines, an error occurs but there is no error message This is the part of the entry that I am attempting to automate in the import that is failing:I appreciate any assistance or advice on how to make this import run successfully.Thanks! Michelle

Hi, I have two local instances of 2022.217.202.5321 hosted on the same PC which have two different customisations.  On one of these instances the debugger behaves perfectly, on the other it doesn’t. On the one that doesn’t behave I was getting lots of missing symbols/can’t load Nlog.pdb, etc. messages.  After doing some research on symbols, I ended up changing the paths in the yellow box below in Visual Studio from tools Options/debugging/symbols. On the instance which is having the problems I currently have:C:\Users\John\Wrk\Helm\MYOB Versions\MYOB.Advanced-2022.217.202.5231\Files\Bin C:\Users\John\Wrk\Helm\MYOB Versions\MYOB.Advanced-2022.217.202.5231\Schick_20230929\BinI set these to make the unable to load symbols messages I was getting go away.  Have never had to mess with these before and I’m not 100% sure that I am doing the right thing here - but id did resolve the missing symbol problems. On the instance which works fine I have:c:\users\john\wrk\helm\natt C:\Users\John\Wrk\Hel

We are in the configuration phase with Acumatica, on 2024 R2, and are testing the calculation of sales tax through the Avalara integration. When Tax Exemption Type is set to Resale, the transaction shows up in Avalara saying the product/service is not taxable even though it is:I cannot get this to show ‘Yes’ unless we change the Tax Exemption Type to ‘Taxable - Override Exemption,’ which defeats the purpose. We want the exemption to remain on the customer (if they have a valid certificate), but if they do not, we would need the circled field in Avalara to say ‘Yes’ in order for any tax to be calculated. Any advice?

We currently have consolidated financials setup so that company’s BLC and BBLPMC are included when running financial reports for company BLLLC. We also need company BLLLC to be included in these financial reports, but they are not being included.  I took a look at how the Unit Set is currently defined and it shows the following:Do I just need to add the parent company to the value to include it withing the consolidated reports like so? Am I going down the correct path with these changes or is there more that I need to do have data from all three companies within the consolidated reports?

We are currently implementing Acumatica and transitioning from NetSuite. In NetSuite, the "Created By" field is easily visible on most forms, which helps our users quickly identify who created a record.In Acumatica, I see that the "Created By" field exists in the Audit History, but not directly on the form itself. We would like to have this field (and possibly "Created On") visible at the form level for ease of use.Has anyone implemented this? What is the best way to display the "Created By" field directly on a form in Acumatica?