Discussion Forums

Hey,I have a inventory balance GI. I’ve introduced some batch tracking to specific products, I’d like these to display on GI in the same way they do on an Inventory Balance report.Im close, but i cannot seem to get the Grouping/Conditions right to link the qty to the correct batch number. I just get duplicates indicating i have the total amount over two batch numbers.My GIIf anyone could assist or walk me through howto, i would appreciate that alot.

Hello Community,I have set this Override Prepayment to revoked for a sales role; however, when I log into a user who only has this sales role, I am still able to override the prepayment. Does anyone have any additional suggestions on how to get this to work? I do not want this role to be able to hit this override prepayments.  Thanks!

I’m Jini, based in Chennai, Southern India, and currently working as a Manager for the Acumatica Product Development team at Kensium. My team primarily focuses on developing integrations and customizations within Acumatica. With a strong background in ERP solutions, my goal is to deliver efficient and scalable customizations that enhance business processes.  For the past four years, I have had the opportunity to contribute to the Acumatica Community by sharing my knowledge, insights, and best practices. Much of this stems from the diverse projects and products we have worked on. I am grateful to the Acumatica team for recognizing my contributions to knowledge sharing and community engagement by awarding me my third MVP title - a true honor. I also want to sincerely thank the management team at Kensium for their encouragement and support during this journey.  Beyond work, I am passionate about traveling and cooking. I also love spending time with my family and kids.  

Hello all,I decided to write a very concise summary about myself. My name is Reza Aghaei. I am an accounting professional who has worked in manufacturing and construction industry several years.I have known Acumatica since 2019 and have used it as an end user and an independent consultant/customizer capacity. Aside from lots of specific customizations, I have created a few generic packages on Approval Workflow, Projects WIP, Cost Projection and Attachment Downloads that I license annually.If I can convince myself to shut down my laptop, most likely I will find myself in nature away from crowds. I love challenging hikes, the climb and the quiet of the remote locations.  ​@aaghaei Moderator notes:MVP profiles are closed to comments in order to provi

Hi,Something happened to attributes in Reports and GIs. They should be displaying the value in the stock item But they are showing the ID in Report designer and GIs

What is the purpose of having certification file in the Carrier.  

Good day,In Bills and adjustments I added a custom field in which I want that if it has any value it is considered for the calculation of the cash discount, at first I thought it could work to add the field into Terms since in another project I did something similar and it worked, but now it doesn't do anything, and in the Business logic I can't find a method or event that has the specific formula or instruction to calculate the cash discount when doing a prepayment.Is it possible to override the cash discount calculation? public class APInvoiceEntry_Extension : PXGraphExtension<PX.Objects.AP.APInvoiceEntry>{ [PXNonInstantiatedExtension] public class AP_APInvoice_ExistingColumn : PXCacheExtension<PX.Objects.AP.APInvoice> { #region TermsID [PXMergeAttributes(Method = MergeMethod.Merge)] [PXUIField(DisplayName = "Terms", Visi

Any one has used case of integration to either Service Pro or Sales Force Field Service and Acumatica Financials.Iam working on a prospect who is seeking this.If not these two solutions any Field Service Solution Integration will help.Please email me at bala@iccg.comBala AnantharamaICCG, Inc.

Hi, our team was working through creating T&M Pro Forma and made the mistake of marking several transaction rows as Write Off and we need to correct them. We went through the normal correction process of Reverse and Apply through the AR screens.When we attempt to create the replacement Pro Forma, it is not pulling in the transaction rows for the items marked as Write Off in the previous version. The AR Credit Memo generated new transaction rows for the billed items, but did not reverse the incidental Write Offs.Is there a step that we missed, or alternate solution to recapturing these Write-Offs? Other than manually adding transaction rows to the Pro Forma?

I’m trying to turn OrderType from a selector of every order type to just certain order types for our customer portal. I’ve been trying to change it to ComboBox since those options can be changed, but every time I save the Screen Editor, it goes back to Selector. What would be the best way to go about this?OrderType 

Hello!Is there anyway to calculate a supplemental item’s selling price based on a percentage of a configured parent line item within the Sales Order? Or is there a way to set up the configurator such that it is able to take a percentage of the SO Line item price and allocate it to the supplemental items? For instance, in our old ERP system, it was able to price supplemental items based on a percentage of the entered price of the parent line item. For example: Parent Line Item entered price: $1000Price Breakdown: Parent Line: 80% → $800 Supp. Item A: 10% → $100 Supp. Item B: 10% → $100 If you have any ideas, anything helps! Thank you!

Hello! We are currently building out our manufacturing area of Acumatica and onboarding our factory/shop employees to start using Acumatica to complete the move transactions work center by work center. Is there any way to create a dashboard that shows where each production order is by the work center? I have looked into the APS Module, but we are not at the stage where we can capacity plan based on setup times, labor times, work center capacity, etc. Is there anyway to utilize the DAC and formulas to craft this into a GI? Thank you!

I want to create Generic Inquiry for Vendor Name, Account Name and ReportID 

We would like to create a customization that takes the output of a given screen (let’s assume sales quote or estimate) and have it export a customized excel spreadsheet with that information.In our use case, we need to have several tabs in the exported file pre-defined (sort of like a template) and on one of the tabs the data from the screen being exported needs to be formatted a particular way (sor of like a stylesheet).I had thought about using a report as an intermediate step (where you have a little bit more control over the excel export) but I’m unaware of a way to have that result in multiple tabs. (incidentally, is there a way to “style” the exported cells from a report?)Thanks

Hello Everyone,I created a custom printed form and added it to the site map. I also created a customization project to allow this form to be printed from the Sales Order screen via Action Menu > Printing & Emailing. However, after publishing the customization, the report is not visible in the menu.The custom form has the correct access rights and works fine from the Printed Forms screen, but it does not appear under Printing & Emailing in the Sales Order screen.Acumatica Cloud ERP 2024 R2Build 24.203.0023Please see my screenshot and advise.  Thank youJennifer

Hi community,I need some help with a formatting issue. In a Sales Order report, I am using a subreport to fetch VAT and SVAT values, and the values are being retrieved correctly. However, there is a formatting issue. The numbers are displayed like 1669.18, but I want them to be formatted with thousand separators, like 1,669.18. I tried using ‘#,##0.00’ and ‘SOLine.OrderQty.Format’ to change the value format, but it didn’t work. Does anyone have a solution to fix this.  

Hi Everyone,I am currently making modifications to the lot/serial number report to display project IDs and tasks. However, I cannot seem to find the correct table to relate to INLotSerialStatusByCostLayerType in order to display the project data. I have tried using INTran and INCostCenter, but I keep encountering duplicates. Can anyone provide guidance on how to correctly relate these tables?

We are very new to Acumatica.  We have monthly consolidated scheduled ocean shipments. Most of my ‘DEFER” on the exception list is due to we put in on the earlier ocean to arrive in time. For instance, I have a 6/25/25 scheduled ocean, and MRP is telling me to DEF to 7/9/25. I don’t have a 7/9/25 ocean, and need to make sure it’s on the 6/25/25 ocean.  Is there any schedule we can put in for our ocean, or once it moves to “IT-OCEAN-MTL” warehouse, it won’t show to defer or expedite since it’s not possible for either. 

Hi, I currently have new fields on the Tools screen to make it more useful. I have a custom selector called AMToolMstExt.usrToolLocation and AMToolMstExt.useToolWarehouse. The custom warehouse selector works fine, but I want the selector for the location to show a list of locations that belong to the warehouse contained in the custom warehouse field. I am trying to use PXSelector and a BQL to relate the list of locations in the selector to the value stored in AMToolMstExt.usrToolWarehouse.Here is the current setup for AMToolMstExt.usrToolLocation: Here is the current setup for AMToolMstExt.usrToolWarehouse: Here is what currently happens, with all of the locations in

Hello all, Does anyone know how I can get the Status of a tenant via code (below screenshot)? Is there any service for it? I tried the below but no luckCompanyMaint companyMaint = PXGraph.CreateInstance<CompanyMaint>();UPCompany upCompany = UPCompany.PK.Find(companyMaint, PXAccess.GetParentOrganizationID(companyMaint.Accessinfo.BranchID), PKFindOptions.None);  

I need to dynamically break the page in a report based on transaction volume. The default printing height is 20 cm. When the transaction volume exceeds 20 cm, the report should break after the end of all transactions. Similarly, if the transaction volume is below 20 cm, the report should break after the end of the last transaction before reaching 20 cm.How is this possible?

We maintain nearly all of our pricing at the customer level  (very few at Base level and none at a Customer Price Class level) and the inventory ID has all of our customer cross-references.  When we setup the sales price profile for a customer/inventory ID combination the Alternate ID does not populate if we create the line and enter using the inventory ID.  But if we enter the Alt ID in the inventory ID field, it will replace the Alt ID with the proper inventory ID and populate the Alt ID with the correct Alt ID (b/c we have the box checked to do so on the Accounts Receivable preferences tab.)  Is this a bug that the alt  ID is not populated when using the inventory ID or is the Alt ID only serve functionally to allow you to load pricing using the alt ID rather than a stock item?   Thanks for any help.  

Hi,A client has recently requested that the Source field in the Contacts screen (first image below) be made mandatory as they are wanting to do some reporting on this field. However, now that it is a required field, users can no longer create a contact via the Business Accounts screen as the dialog box doesn’t have a Source field option for them to fill out. They receive the error shown in the third image below when trying to create a new contact via this method.For now, I have told them to create contacts in the Contacts screen and assign the relevant Business Account, but they would like to still be able to add contacts in the Business Accounts screen.Is there a way to add the Source field to this dialog box and ensure the Create Contact process still works as expected? I had a look in the customisation project and I can only choose a small number of fields, as shown in the second image below.Let me know if I can provide any extra information.Kin

i am trying to setup Total row in ARM, after set formula in column. How do I display the total that I have created in the row set? I was asked to create a Trial Balance with an ending balance of Debit and Credit, as a result the column uses a fairly long formula. My guess is that because of the formula, the total row set cannot display the sum. or maybe because I am using a subaccount Row Set the total row set cannot display the sum. Thank you,Jefri

Please kindly advise, How can I change invoice from 156.54$ to 158.26$ ? and I am using cross rate. Thanks in advance