Discussion Forums

Hi all, we have a pretty large ACU implementation that ends up crawling to a halt.  I am NOT the Acumatica owner in that, I do not support this system, another vendor does.   We have written a robust integration that uses GI’s and OData to sync data to an external DB which is for the public facing eCommerce website. I use a combination of hot path and cold path data syncs. Hot paths are push notifications...so I get the data updates for some entities that way. The Cold path are syncs that run every 3 hours. This uses oData over the GI’s. These will reconcile any thing that might have been missed on the push notifications and other entities that don’t need to be as timely.  All the syncs are delta/incremental updates.  All of those queries are quite fast on a normal day.  When there are system issues, these really slow down as well. These syncs have been in play for many many months.  Almost untouched for the last 6-9 months. My issue is that we (for lack of better terms) are being blam

Hey all,I’m still wrapping my head around control accounts and I think I have a good understanding as to what they are and their purpose, but I’m confused as to why Acumatica wants me to designate a control account to any of the GL Accounts on the stock items page. Because as far as I can tell this is then causing all transactions to be posted to that control account (instead of it being a summary of the subledgers)For examples our inventory accounts right now areInventory (control account)Inventory - Goods (subledger)Inventory - Supplies (subledger)I want the individual transactions in regards to the sales of goods to be recorded in the Inventory - Goods subledger but when I try to change it to that account Acumatica gives me a soft error that it needs to be a control account. Should I just ignore this? And if so how do we get the summaries to post to the control account?Thanks!

In Customization project of Acumatica. I need to add the color the orderQty field to the screen SO30100 based on the condition of ordeQty > UsrOriginalOrderQty, when ever the page loads or the field is updated.  

Background: I have a prospect using a different software and we are proposing a solution on Acumatica.  They have fixed price contracts with progress billings.  Costs for the projects include labour hours by employees, inventory from stock on hand, purchases from supplier and other supplier expenses.  When invoicing a progress invoice, they would determine the costs to date and invoice at a level above costs by setting a GP margin for the invoice.  Problem:In Acumatica, allocation rules is used to send expenses to WIP with auto reversal upon AR Invoice release.  I am unable to link the costs to the progress billing invoice using the side panel “Linked Cost Transactions” in proforma invoice.  No lines appear at all for costs already entered.Each invoice needs to have a GP margin.  Currently, progress billings have 100% margins as costs are not linked to invoices.

This is a weird question: does anyone know what level of bandwidth is necessary for reasonable performance with the Acumatica mobile app?  I’ve had a couple reports from my users where they can’t get the app to load over cellular connection.  Admittedly, they’re in remote areas, but are able to do everything they want on other apps.

Hello,I am trying to create a GI to show payment information (primarily the payment/ACH number and payment date) for a Purchase Order. The problem I am running into is that when adding the Payment Ref field from the Checks and Payments screen (which appears to be the ExtRefNbr field from APPayment), it does not return a value in the GI. I am posting here to see if this is a known issue with a workaround or if I am just missing something in the setup of the GI itself. This is my first community post, so apologies in advance if I left out any important information. Thanks! 

Hello Community, I am working on a custom transactional screen that will essentially act like inventory adjustments with a bit more info attached\tracked and allow for continuous updates to the record to create actual receipts\issues from. To accomplish this, I created a custom header and detail table, attempting to bypass the usual line-item table and then line-item split table I’ve seen and going straight to the “splits” table. I have most of everything working except the ability to get the LotSerialNbr column unlocked. Has anyone ran into issues getting the LotSerialNbr enabled on the line-item grid level? Below is my current DAC definition for this field.  #region LotSerialNbr public abstract class lotSerialNbr : PX.Data.BQL.BqlString.Field<lotSerialNbr> { } protected String _LotSerialNbr; [POLotSerialNbr(typeof(inventoryID), typeof(subItemID), typeof(locationID), typeof(lotSerialNbr), typeof(NXINPallets.costCenterID))] public virtual String

I have a unit set setup where I am specifying start and ending accounts and subaccounts.  If you run the report and click on each individual unit set, the data shows correctly, but the high-level rollup shows additional accounts that should not be there.  This is a screenshot of the example of how the unit sets look.If you view 18CompEV, 19Family, 20Prem and 21AGED the correct accounts shows, but if you look at the DEPT or the Root level there are additional accounts that are showing.  In the first 3 groups they report all income and expense accounts in specific subaccount, the last group only includes two specific accounts in a specific subaccount, but when you look at the upper level DEPT rollup it includes additional accounts from the sub account starting with ‘21’ even though the 21AGED shows just the two accounts specified and the start and end accounts are just those individual accounts not a range.  Both the start and end accounts and subaccounts are specified on each of the gro

Hi, I have a Canadian client that want to do ACH files with TD Bank. Does anyone have a data provider and/or Export scenario that they would be wiling to share? Thank you.

Hi, All I have created 3 GIs and then using that 3 Gis in one to show the maximum of all three. All three Gis are working fine but on the main one where i want to show maximum is not shwoing me any records.Can anyone guide me please. For inquiry Demand-Sales, I need a column that will show the maximum of W1, W2, & W3. I am attaching all GIs below

 I’m trying to create an import scenario to do the following:Trigger the ‘Correct Shipment’ action. Change the Ship Via and update the Freight Cost. Trigger the ‘Confirm Shipment’ action.However, when I run my scenario it produces the following error message: Another process has updated the 'SOShipment' record. Your changes will be lost. The scenario successfully triggers the ‘Correct Shipment’ action and the Shipment changes to ‘Open’ status, but nothing else works. And if I deactivate the 3 rows after the ‘Correct Shipment’ action in the scenario, it runs successfully without any errors. Seems to be related to ANYTHING after <Action: Correct Shipment>.I’d appreciate any input the community can provide.Here’s a screenshot of my scenario: 

Hello. Is it possible to limit an approver’s visibility on the Bills & Adjustments screen to only those bills that have been assigned to them? We have employees who need to approve bills related to their department, but we do not want them to see other company bills of a sensitive nature. I can only see an all-or-nothing approach to access on the Access Rights screens. Thank you.

Does anyone know how to add a side panel for UPS/Fedex Tracking hyperlinks? I saw it partially in a video (by Tim Rodman) but it did not show the full steps.For example, I am not able to put ((Tracknbr) in the Field below, it only allows ShipmentNbr.We use StarShip for shipments.  

Hey folks, has anyone seen this issue -  Some orders in Shopify are being ‘fulfilled and unfulfilled’ by the connector ‘via manual’: We’re not sure how this ‘via Manual’ cancelation is occurring, but it seems to subsequently impact if a RC order is created or not. Any viz on this one out there? This is version 24r116 and we’re using the Webhook Subscription version 2024-07 (probably needs an update). 

I searched but I wasn’t able to find anything.  Has a date announced as to when the 2025 R1 release will be available to all customers. We are currently on 2023 R2 and want to upgrade before the retirement date of that version which I believe is May 30th.   We are looking at going to 2025 R1 instead of 2024 R2.

Hello,I’m working on an Import Scenario that would import vendor contacts and set the different lien waiver contacts in mailing and printing. I haven’t made it to the recipients part yet because I’m stuck on adding a new contact. I’ve prepped the import scenario below and it comes back with the error “Last name cannot be empty. I cannot tell if the scenario isn’t inputting the data or if it isn’t saving correctly. Could anyone please tell me what I’m missing here? Thank you!  

We are experiencing an issue with reporting the vendor freight on a drop ship against the original sales order.  For items that are shipped from our warehouse there is no issue as the freight is calculated and allocated over the items shipped.   Here is the Drop Ship Process  Sales Order Line > Drop Ship PO (This is where freight cost is added) > Purchase Receipt > AP Bill  The issue is that if a line on the sales order has a Price of $150, A cost of $100 and a shipping cost of $15(On the drop ship PO).  It is going to show the profit on the line at $50 instead of $35.  I would think this is a common scenario, but I have not found a good solution.  This is throwing off our profit reporting on all drop ship orders. 

I’m currently working on creating new generic inquiry screen for pending approval expense receipts assigned to workgroup. Goal is to leverage that generic inquiry with a business event in order to send email notification to all members of the group. Issue that I’m running into is that the contact email address is currently coming up blank. I followed the instructions from prior post that was based on Purchase Order: Any guidance that could be provided would be greatly appreciated. I have attached the XML from the GI

Good day CommunityMy client needs to add a different group or class to their COA in order to be able to report to their Head Office, who have a very different structure to their reporting. I considered adding the group as an attribute but I don’t see how this is possible for COA so I could then add to the TB or another report.Here is a small example. The additional grouping is COGNOSAccount Class Cognos Type Description 11111 CASH BANK Cash_bank Asset Bank Account - Current 11150 CASH BANK CashFloats Asset Petty Cash 11201 ACCREC OTH Prepay_Other2 Asset Prepayments

i have this user and i want remove Container tracking from their screen.any idea of how to go about it? 

When publishing a customization project on 2024r2, I encountered the following error:My project details are as attached. Could someone please suggest a way to fix it?\App_RuntimeCode\InventoryAllocDetEnq.cs(19): error CS0234: The type or namespace name 'IQtyAllocated' does not exist in the namespace 'PX.Objects.IN.Overrides.INDocumentRelease' (are you missing an assembly reference?)[2025-05-21 05:27:06.840] \App_RuntimeCode\InventoryAllocDetEnqFilter.cs(1): error CS0234: The type or namespace name 'IQtyAllocated' does not exist in the namespace 'PX.Objects.IN.Overrides.INDocumentRelease' (are you missing an assembly reference?)[2025-05-21 05:27:06.840] \App_RuntimeCode\InventoryItemMaint.cs(18): error CS0234: The type or namespace name 'RUTROT' does not exist in the namespace 'PX.Objects' (are you missing an assembly reference?)[2025-05-21 05:27:06.840] \App_RuntimeCode\POReceiptEntry.cs(27): error CS0234: The type or namespace name 'LocationStatus' does not exist in the namespace 'PX.

Hi,I have created an import scenario to update existing released budgets. Since I want to update budgets for multiple branches simultaneously, I am using an import scenario because the budget screen only allows importing budgets for one branch at a time.However, I'm encountering an error: “Duplicate GL Account/Sub Entry.”Has anyone come across this issue or knows how to resolve it?I’ve attached the import scenario for your reference. Any insights would be greatly appreciated.   

My initial idea is to design a button that will open an Iframe when clicked

Hi all,I've configured a custom approval workflow for the Receipts screen (IN301000) using the Customization Project Editor in Acumatica. The workflow itself appears to be applied correctly — the status actions show up as expected in the UI.While setting up the EPApprovalAutomation view, I initially tried using an extension of the base DAC INRegister, but the Customization Editor didn’t recognize the view as a valid data member. As a workaround, I created a custom DAC and added Approve, Reject, and Hold fields.Could this custom DAC setup be causing the issue?The main problem is that no EPApproval record is created when a receipt is submitted for approval — nothing shows up in the Approval tab, even though the workflow transitions are triggered.Has anyone encountered this issue or know what part of the configuration might be missing? Any guidance would be greatly appreciated!

can you help me with my AR Aging Report the Groupings by Parent Account is not working