Discussion Forums

Is there an existing depency between the sales order and the related shipments for that sales order? I would like to pick the sales order number then pick the shipment number. Or is this a custom table?

Is there a way to run turnover automatically? I see automation schedule as a option for turnover, however that sets the period to be one defined value, meaning that the schedule will break when the month starts. Is there a way to keep this program running indefinitely? 

We find ourselves in a position where the subaccount structure that we have is very unhandy to modify or extend. Yes it can be done but it’s cumbersome and will make reporting look very messy as subaccounts will overflow all standard text fields.Acumatica has virtually 0 flexibility to change anything with an existing subaccount structure. How do companies that are growing, adding new regions, new business divisions etc do this? A 20MM business does not have the same reporting needs as a 50MM/100MM/300MM business.You can’t plan the future perfectly and it feels like there’s no flexibility in Acumatica’s subaccount structure for this change and growth. Does any one have suggestions for how to handle this?Specifically: There are two entire segments of our subaccount structure that I would like to eliminate, and insert another segment between two existing ones.Coming from QB, we fundamentally misunderstood the term “subaccou

#region UsrProjectTaskFilterLabor        public abstract class usrProjectTaskFilterLabor : PX.Data.BQL.BqlString.Field<usrProjectTaskFilterLabor> { }        [PXDBString]        [PXUIField(DisplayName = Messages.ProjectTask)]        [PXSelector(            typeof(Search<PMTask.taskCD,                Where<PMTask.projectID, Equal<Current<DailyFieldReport.projectId>>,                    And<PMTask.status, NotEqual<ProjectTaskStatus.planned>,                    And<Where<Current<DailyFieldReportExt.usrBranchIDFilterLabor>, Equal<Null>,                        Or<PMTask.defaultBranchID, Equal<Current<DailyFieldReportExt.usrBranchIDFilterLabor>>>>>>>>),            typeof(PMTask.taskCD),            typeof(PMTask.description),            ValidateValue = false)]        public virtual string UsrProjectTaskFilterLabor { get; set; }

When we bring in a AP bill through AP DOCUMENT RECOGNITION, it does not recognize an existing PO # and then when we manually try to do a PO match, the only option we have is to match the entire PO not lines and then all of the lines from PO are duplicated on the AP bill recognition screen. Then we have to manually delete and adjust the matching, which is inefficient. Our consultants tell us this is a limitation on the AP DOCUMENT RECOGNITION side . Any others experience the same issue and any potential resolutions, workaround?The following is the advice from our consultants“Why is OCR not populating the PO# in the recognize screen. We also tried to manually push it by selecting the PO# on the image – did not work. PO# cannot be recognized through OCR directly. First, you need to complete the PO Receipt process.(For Non-Stock Items, you need to enable the receipt option on Item Master) Then on AP Incoming Documents screen, you will need to specify t

Seems as though 24R2 Version of Acumatica has gotten rid or disabled the autocomplete function in fields?Not the biggest deal, but definitely a pain when trying to input information. Wondering if anyone is also struggling with this, and if there is a work around. Thanks!

Is there a way to link manually create debit adjustments to the associated PO without using PO receipt feature?For example when reversing a bill it automatically links the PO and you can see this adjustment on the PO history tab on the PO. However when creating manually it seems to just link to the Bill directly and therefore when on the PO you may miss that there has been an adjustment made to the Bill.

Generic Inquiry assistance needed! We are currently reconciling our general ledger balance of accounts payable with the balance from our AP Aging report. I asked copilot how to create a generic inquiry to help us find the difference, and despite following the provided steps, I am receiving an error that reads “’Parent Field’ cannot be empty.” From my perspective, parent field is not empty. Can someone help me resolve this issue? I have attached a screenshot that displays what I am seeing. Thank you! 

In 2025 R1, we have noticed that the production order type is not copied to child subassemblies.  This worked properly in 2024 R2 and prior versions.  This is what we’re seeing:Generate Order Subassemblies generates subassemblies using the default production order type from the Production Preferences screen Critical Assemblies side panel – The Order Type is read only on Create Production Order pop-up Critical Assemblies stand alone screen – Order type can be changed but doesn’t have any effect.  Regardless of the selection, the child orders use the default production order type from Production Preferences.Any

Happy Monday!Our Purchasing department is looking to open Requisition Details from the request screen. However upon opening the new screen, it’s blank. This works for me as an admin so I know it is permissions related.  I currently have delete permissions set to all requests. I want the users to see the requisitions but not create them so I have that set as view only. However I’ve had that set as delete as well with the same result.  Brent

BigCommerce:eCommerce Admin can choose how the customers should checkout in BigCommerce as shown in the below screenshot. If the customer decide to checkout as guest a customer account will not be created in BigCommerce. So in Acumatica the Sales Order will be imported with Generic Guest Customer provided in the Store Settings as shown below. If a customer decide to checkout with account details, then a customer account will be created in BigCommerce. And in Acumatica while importing this Sales Order, Commerce connector will create a new customer if the email address doesn't exist already and then link this customer to the sales order.  Customers are allowed to checkout as guest but BigCommerce will create a customer account as soon as the

I created a new screen and i am trying make a GI the entry point for the screen. The screen is working fine with no issues. When i add the screen to the it has a warning that says “This form cannot be automated.” when i view the gi afterward,i get an error that says “Object reference not set to an instance of an object”. The new screen is added to the sitemap and works fine. I published the GI to the same workspace that the screen is in. I tried restarting the application and that didnt fix it. I also added the dll to the customization project and published it again. Nothing i have done so far has made it work. I went back and looked at the last video of T210 where they show how to do it and followed it but i am still getting the error. Does anyone know what this error means?

Ina Generic Inquiry, when I try to show the value in “Body” field from the “InventoryItem” object, many of the items show coding like HTML coding on a web page with the description at the bottom.  We only have a problem with these items when we update that field or copy from that field.  Does anyone know what causes this problem and how to properly fix it?  Thank you for whatever help you guys could offer.  I am using 2019R2 Build 19.209.0038 if anyone needs to know.

Customer has multiple warehouses They are looking for a replenishment solution that would look to transfer before purchasing when availableHas anyone address this type of situation ?

I’m not entirely clear on what license is needed for what with regards to SSO.  What are the different use cases for the “Google and Microsoft SSO” license and the “Active Directory and other external SSO”?  Also, now that Acumatica has switched over to OpenID integration for SSO is there a specific license needed to enable the “OpenID Connect” feature and are the other SSO licenses still needed?

I have a customer that needs to the ACH File for BofA (CTX Payments) ASAP. The problem we have is with the Record Type 8, and the Entry/Addenda Count. Acumatica standard does not have the option to add a Counter.Any feedback will be highly appreciated!

Hello, I am trying to create an “On hands” report for our offsite locations. I would like to show each offsite location in a column and to only show the inventory in that location. I wrote my formula as =([INLocationStatus.LocationID]=CONTAINER1) but this obviously is not correct as I am seeing the current on hand values across all locations. Any ideas on the formula to use to accomplish this goal?  

Dear community,You always provide such a great feedback and invaluable insights!We have a question for you.Do you deliberately use this option of Project Preferences? Summary mode (See the image below). If yes, why do you prefer it to the Detailed option, what kind of benefit you are getting from it?Option description: https://help.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=de2ca225-4a0c-4129-b09d-3f3ed05198f9We are thinking to retire this option in the product, and before we plan anything, we want to hear your thoughts. Thank you for your input!Best regards,Kate

I created a mass email and used the HTML and previewed the message. The email message display shows what I need. When I send the emails, the information is correct, but when I open the email, the embedded page does not show. What am I doing wrong? 

Hello,       We are planning to upgrade our server from Windows Server 2016 to Windows Server 2019 and deploy Acumatica on the new server. After all tests are passed, the final step is to install the license on the new instance.     My question is, if I delete the license on the old server instance and install the same license on the new server instance, this should be OK, right? This should not bring any issues?

The client would like to set the “Reply Address” to default to the email address of the user that created the document being sent. So if the account is “purchasing@email.com” and the receiver replies to the sent email, the reply would go to “person@email.com” who had created the purchase order that was sent. If there was an additional field on the Email Template form for it would be easy: Unfortunately that doesn’t exist, so I went to the System Email Accounts form, but the “Reply Address” field will only allow a valid email address. I haven’t found any info on coding that field so not sure if it’s even possible. 

Hi Everyone, When I’m trying to add the existing screen (Sales Order Preferences), I’m receiving below error. Can you please help fix this issue.  

How can we change the “Transaction Description” of the Invoice created with multiple installment terms.For example: we have created an invoice with Credit Terms as “5SPLITPAY” with Invoice total as 5,000. After invoice is released, 5 new invoices are created with “Transaction Description” as “Item Discount”, from where this text coming from, do we have any option to change this. Please help us. 

Right now  the error message reads as ‘Value cannot be null. Parameter name: key‘.Instead of this can I rename the error message to read as ‘Billing Rule is missing’  Is this possible through point and click or through customization or all error messages are standard and cannot be changed ? When I change the project task status as ‘active’ and give the billing rule , i do not get the error.  

Hello everyone, I want to make a dropdown label like phone type in contact, but the default value doesn't appear, even though I've used PXDefault, and previously I had created a dropdown field with default values ​​and there was no problem.[PXDBString(10)][PXUIField(DisplayName="Virtual Account Bank 1")][PXDefault("BCA;VA BCA")][PXStringList("BCA;VA BCA,HSBC;VA HSBC")]