Discussion Forums

Hello,I’m looking to link SOLine Files to the AMProdItem files via import scenario through the add link action or ideally directly through the file maintenance screen.Has anybody successfully done this? I’m not sure this is possible because the add link button opens up a new window to the search in files screen and the file maintenance screen apparently does not currently allow you do add an entity.  

We manufacture items using a Lot/Serial Class configured as follows:We want the system to auto-generate serial numbers by default when these items are finished in a Production Order. However, we want to manually override the auto-generated serial number occasionally, as when we are making R&D items.My Question: If I keep “Auto-Generate Next Number” enabled to handle the majority of our volume, does the system prevent manual editing of the serial number field during the Production receipt/move process? I am looking for a workflow that defaults to the auto-generated sequence but still allows a user to manually override the serial number on specific units before the transaction is released.

With the retirement of Authorize.net, we want to swap out Authorize.net as the payment processor in our BigCommerce platform and in its place use Acumatica Payments. Is there a guide somewhere for this? We already are using Acumatica Payments in Acumatica.  We now want to add it as the processor in BigCommerce. Patrick

Is there a way we can access the slides from each class we took after the Summit is over?

Hi everyone,I’d like to share a simple but useful branding customization tip for Acumatica:changing the background images on the Acumatica login screen.This is a small change, but it helps reinforce company branding and improves the first impression for users logging into the system every day.Below is the practical step-by-step approach we usually follow.1. PrerequisitesBefore making any changes, make sure you have: Administrator access to the Acumatica server (IIS) Background images in JPG format, recommended size 1500 x 1000 px Access to the Acumatica instance folder on the server Default image location:C:\Program Files\Acumatica ERP\{instance_name}\Icons (Replace {instance_name} with your actual instance name.)2. Steps to change the login background

I’m trying to use a third-party service (Skyvia) to sync records from Acumatica to our local SQL server.  When I pull data from the Manufacturing endpoint, it cannot do incremental updates because the data does not have either a 'CreatedDateTime' or 'LastModifiedDateTime' column.  Is there a way that I can get this information in the endpoint?

Hi! The goal of the generic inquiry is to be able to display a list of customers based on the percentage set in the parameter. Right now the generic inquiry is grouped by customer and displays all customers with their Net Sales and last order date. There are two parameters, one is last order date, where it displays a list of customers with last order date less than or equal to what is specified. And the other will be percent. Where users should be able to enter a value as percent, and the GI should display only a list of customers based on that percentage.For example, if there are 100 customers with last order date on or before today, and 25 is specified in the percent parameter. Then the GI should only display 25 percent of the 100 customer records.Is it possible to achieve this with Generic Inquiry? I’m not able to create a parameter where users can enter values that is not tied to a scheme field. I can’t enter a formula in the parameter or advanced filter eit

Hi Everyone,I prepared a sample email template to send package information when a shipment is confirmed.Currently, our end users go to Shipment → Print Shipment Confirmation → Select Email Template → Send Email.I have already prepared the Business Events and added the <foreach> loop in the email, which is working fine at the moment. However, due to our business requirements, we would like to send the email through the above process, but it does not work as expected.I tested using the following syntax: <foreach view=""> <foreach view="Transactions"> Could you please review and advise on the solutions or steps to resolve the issue. Same email template works when I use the Business event 

Hi everyone,FS Workflow Stage (WorkflowStage) in mobile is showing as an editable text field, and users must manually type the exact stage name; there is no selector/dropdown.On the web UI, workflow behaves correctly, but on mobile there doesn’t seem to be a supported way to render workflow stages as a selector.Things I’ve already tried / researched: Different variations of defining the selector found in the Acumatica community and elsewhere on the web, with no avail.   Created a GI (WFSTAGES_Lookup) exposing workflow stages with StageID and StageCode, and inserted the GI into the Service Order endpoint; couldn’t add it as a field as it wasn’t visible.   Has anyone found a supported way to make FS WorkflowStage appear as a selector on mobile, instead of free text?

Good day,Is it possible to update the workflow stage of an appointment from the mobile app? Currently when items are added to an appointment, we change the workflow stage of that appointment to “Parts Requested”. Doing this generates a picklist for our warehouse persons to gather the items for the technician to collect. When the items are collected the workflow status is chnaged to fulfilled and the line items are marked as completed. In the mobile app I don’t see the ability to chnage the workflow stage manually. Is this possible?

We just recently updated to version 2024R2 and since then have found our MRP generation is not consuming the forecasted demand.  For instance our forecast for January 2025 has already been consumed by SO that exceed our forecast.  However, MRP is planning to the original forecasted demand.

Hi, I am doing an import bank transactions manually by uploading a CSV file. I have stated the beginning and ending balance, but when I create a new import bank transaction record for the same cash account, Acumatica doesn’t automatically set the beginning balance as the ending balance of the last statement. Could someone please explain clearly how this works? I would assume the system should’ve automatically detected last ending balance as the beginning balance for the current statement.

We have items we stock and count in whole eaches. We buy those items in pounds. Pounds can be a smaller unit than eaches, but we don’t want partial eaches in stock. We had our Company’s Quantity Decimal Places set to 0 and this worked fine. We assumed the risk of minor rounding errors during receipt, they never caused a problem.Recently we increased our Company’s Quantity Decimal Places to 2 to support other items. Now we cannot receive parts in pounds unless we uncheck the Divisible Base Unit box, but we don’t want partial eaches in stock. How can we get the system to round like it did when we had Quantity Precision at 0? 

I created a business event based on Vendor Price changes which executes an import scenariio to update a stock item custom field.  The user has delete access to both Vendor Prices and Stock Items however the business event does not fire.  If an admin changes the vendor price, the business event fires???Does a user have to have access rights to both the BE and the import scenario subscriber?  I an not aware this is required since other business event fire.

Hi,We frequently have customer invoices that are overpaid, and we handle the overpayment through a credit write-off, recognizing it as income.However, when we process the credit write-off for the overpaid amounts, the journal entry does not include the associated tax.Typically, the journal entry only debits Accounts Receivable (AR) and credits the income account. How should we handle this situation if we need the tax to be properly accounted for as part of the credit write-off?

Deposited payments are showing in Undeposited Payments reported. Can some one help me how to resolve this? 

Hello, I am creating a Business Event to update the External Ref Number field on the “Import Bank Transactions” form.  I have created an Import Scenario as the subscriber, and the mapping is as below.  For the testing purpose, I entered an action on the screen and perform the action manually. But it gives me the below error. But the scenario works and update the external number when I execute it manually. 

We have a brand new instance of 25R2 using the Modern UIThere seems to be a issue with the Phone Types not properly displaying on the Account Contact When the screen is refreshed the types will flash on and then disappearThis occurs on new blank records and new imported recordsMy guess is this a browser issue but have not found a known issueHas anyone seen this ?    

Is there a list of consultants that can help with setting up Acumatica and some minor accounting help.

    I have below script that I can be able to add at my screen. But Same script I am not able to add in Existing screen as customization.I want to add this script on page load of Custom screen. I have try with Acumatica customization editor but when I have added this script inside asp control ...while generate script it has gone….please help<script type="text/javascript">    window.onload = function () {    setTimeout(function () {        const el = document.querySelector(            "#ctl00_phG_tab_t18_EWQCCstPXTab35_t3_QCAttributesDetailsGrid_at_tlb_ul li:first-child"        );        if (el) {            el.addEventListener("click", function (e) {                e.preventDefault(); // optional                console.log("First li clicked");                var ds = px_alls['ds'];                ds.executeCallback('EWQCRefreshAnnotations');            });        }    }, 500);

Hi CommunityCould someone please help me with the correct code for displaying a custom field in the Modern UI?I am trying to convert the custom field UsrItemRevision to Modern UI and display it on the BOM (AM208000) and Stock Item (IN202500) screens.I have already tried adding the field using TypeScript and HTML, but it does not work on these screens. Similar code works correctly on other screens, so I believe I may be missing something specific to AM208000 and IN202500.BOM Screen (AM208000)import { PXFieldState } from "client-controls";import { AM208000, AMBomItem } from "src/screens/AM/AM208000/AM208000";export interface AM208000_InventoryRevision25R2_generated extends AM208000 {}export class AM208000_InventoryRevision

Hello Is there anyone who has been able to add an image to a grid column? Regards,Vard

Is there a way in Acumatica to upload multiple files at once?If yes, is there an existing screen or standard functionality where this is already implemented that you could share (for example, a screenshot or screen ID)?

Hello everyone,Customer-based discount codes work for the customer, and a discount percentage rate remains in place even if the order volume changes: The problem is manual discounts -> if you change the percentage, it is linked to the amount and not to the discount rate -> if you add or remove items with manual discounts in Sales Orders, the discount rate also changes, even though it should remain the same: The discount rate should be fixed and not flexible and dependent on the amount.The customer works a lot with manual and flexible discounts, but wants to prevent the discount percentage rate from changing when the order is adjusted. We have not found a solution here for how to set spontaneous discounts. Do you have a solution?Example:SO and the product costs are 12,00 per unit. I add an manual Discount of 10%:

Hello,I am working on a customization in Acumatica 2025 R2 and trying to display a Google Map side-by-side with a PXGrid in a custom screen.Scenario-Custom screen: JobMaintTab: "Regions"Left side: PXGrid (JobRegion)Right side: Map (should show selected region address)Goal: When selecting a row in the grid, the map should update and display the address.What I Have Done-Created an unbound DAC field MapHtml in JobRegion.In RowSelected<JobRegion> event, I generate an iframe:protected virtual void _(Events.RowSelected<JobRegion> e){    if (e.Row == null)        return;    string address =        $"{e.Row.AddressLine1}, {e.Row.City}, {e.Row.PostalCode}, {e.Row.CountryID}";    if (string.IsNullOrWhiteSpace(address))        return;    string encoded = Uri.EscapeDataString(address);    string map =        $"<iframe src='https://maps.googl