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Is anyone else doing a Export of Financial Reports to different subfolders on a network share in PDF form? We have done exports of GI’s to specific folders from Acumatica. (backlog, or production orders) we do on a regular basis but I have not had the request to have certain “Reports” exported.These reports and sub reports would go to different folders are some of ours are for different companies/locations on a specific day of the month for a specific accounting period.  Is this doable? I see where reports can be emailed or exported to PDF but was unsure about reports. I tried to comb through some old topics but was not finding what i was looking for. 

I have a GI that is pulling another GI in as a data source.  Both GIs have a similar Formulated field that is just the code for the month.“=Year([SOOrder.OrderDate]) * 100 + Month([SOOrder.OrderDate])” which should return something like this: 202506  meaning 06 2025 (June). And they both do this on their own correctly.  But when I try to bring the other GI in as a data source, the formulated field is not an option in the relations tab which I believe is normal, so I re-enter the expression into the active relations:=Year([SOOrder.OrderDate]) * 100 + Month([SOOrder.OrderDate])   equals  =Year([AMBatch.CreatedDateTime]) * 100 + Month([AMBatch.CreatedDateTime]) But for some reason, the system can’t find [AMBatch.CreatedDateTime] as an actual field? Which doesn’t make any sense because I can pick the [AMBatch.CreatedDateTime] as a field by itself, but when it’s in this expression it cannot find it?  The idea for this is, I want to have a simple GI that is grouped by month, with a column fo

How to set parameter from relation?in report designer for now customer location id showing all data but I want filtering data customer location ID from customer ID.please help me, im stuck 

Can we easily connect Acumatica data to Microsoft Access?  Is it out of the box functionality?

I am attempting to debug some base Acumatica code, but I am receiving a message that the breakpoint won’t be hit because “the current source code is different from the version built into PX.Objects.dll”,. I have seen similar posts for 23r1 versions of Acumatica, but I am on 2023R2 (Build 23.211.0017).I have copied the PDB files from Files/Bin to my instance folder but without success. Furthermore, if I disable the option to “Require source files to exactly match the original version”, while the breakpoint is hit, I cannot step through the code and the lines do not appear to match (i.e. variables are not present in the “Locals” tab nor available for watching when they should be).What might the issue be? 

Hi everyone,I'm having an issue with translating item positions in the Report Designer.Even though both the German and English descriptions are provided, the translation is not applied in the document when switching the language to English.   Can anyone help me with this?Could this possibly be related to the Translation Operator in Acumatica? It’s currently not working on my end, and I’m unable to maintain vocabulary translations there.I keep getting timeout errors that completely prevent me from continuing my work.  Thanks in advance!Best regards

HiI want to add a segment value using apiI added the screen, and I am able to pull exiting data. I now want to add a value on the segment value  

This is an oldie but a goodie.Customers often request management of the relationship between Items sold and Customers and/or Item purchased and suppliers.SalesItems can fall into the following categories:Item can be sold to anyone Items can only be sold to specific customers Items cannot be sold to specific customersPurchasesItems can fall into the following categories:Item can be bought from anyone Items can only be purchased from specific suppliers Items cannot be purchase from specific suppliers.Why:  Not infrequently required by customers.  Available in other erp.

Attempting to import item classes and I am getting a “Value cannot be null. Parameter name: Key” error. Any idea what may be causing this error?

I have a custom non-persisted field defined on the CRQuote DAC:public class usrDays: Constant<string> { public usrDays() : base(" working day(s) to ship") { } }[PXString(60)][PXUIField(DisplayName="Lead Days Description")][PXFormula(typeof(Add<CRQuoteExt.usrRevLeadDays, usrDays>))]CRQuoteExt.usrRevLeadDays is:[PXDecimal(0)][PXUIField(DisplayName="Lead Days (Rev)")][PXDBCalced(typeof( IsNull< CR.Standalone.CRQuoteExt.usrLeadDays, CR.Standalone.CRQuoteExt.usrRevLeadDays > ), typeof(decimal))]usrDays is a string, as defined above. I want to concatenate the decimal and the string in the PXFormula. I have tried many combinations of Add, Concat, Use, and have not been able to get these fields combined. The current configuration publishes, but when I try to load CRQuotes, I get: System.FormatException Message: Input string was not in a correct format.  I cannot find any examples of casting types, or combining strings with

 Good morningI'm sure this will be an easy fix, but I can't seem to find it. Our payslips currently go out addressed as below.... Dear SURNAME, First name I would prefer it to show as  Dear First Name,  is this possible? thanks

We are initializing a client’s Acumatica instance and need to load their cost projections into the system.  The client has dozens of projects and over 600 projection lines to update.  We’ve tried building an import scenario to do the heavy lift, but it appears that this screen doesn’t support this level of automation since you can only add lines by way of the Add Budget Lines pop-up, or upload the data one project at a time.  You can’t simply add rows to the projection screen, and there are no commands to “Add and Close” in the screen automation.  Has anyone written an import scenario that supports the importing of projections for mulitple projects, or are we confined to using the data upload process for one project at a time?

Looking to change the Ship From Address on the UPS / Fedex labels.  I know data is passed just using RESTFUL API calls from Acumatica.   How do you modify those calls to maybe pull from a different data source for some of the field? Looked at the Shipment Screen and did not see it anywhere.  And this is for the Out of box integration

An employee accidentally delete a customer from the receivables. How can I recover that customer?  

Best regardsIs there a possibility within report designer to let them know a Record Per page amount to process?since at the time of running it takes longer than estimated and that it is harming the operation the amount of time that is taken to upload the data.  

Acumatica RQRequisition.Status defines Closed status as… Closed: Reflects that the requisition was fulfilled and the requested items were received. The requisition gets this status if the order quantity is zero for all items in the requisition. However, my test requisition is still in Released status even after receiving the purchase order that is linked. I went as far as creating the Bill and Releasing it. I also made sure that the linked Sales Order is shipped, created Invoice, and Release AR Invoice. I feel like I’m missing something, does anyone have any ideas?  

Hello,When the custom screen is loading, an error message appears stating, "A Request has been Terminated."Upon checking the System Monitor screen, the following message is displayed:"CustomMessage": "Denial Code 527 - The operation was cancelled because a client was disconnected. Contact your provider for further assistance. CorrelationID: 8DCBDC288FD6DAD; Timestamp: 2024-08-16T07:10:39.9382957Z".Do we need to Configure any data size limits on this??

How to add Extended DAC Field in the Sales order screen Payment tab Create Payment popup (Smart Panel) in the Modern UI tried with below codeTS fileimport { PXView, PXFieldState, PXFieldOptions } from "client-controls";import { SOQuickPayment } from "../../common/panel-create-payment/panel-create-payment";export interface SOQuickPayment_customfields extends SOQuickPayment { }export class SOQuickPayment_customfields {    UsrPSSOCashTaken: PXFieldState<PXFieldOptions.CommitChanges>;    UsrPSSOCashChange: PXFieldState<PXFieldOptions.CommitChanges | PXFieldOptions.Disabled>;}HTML file<template>    <field after="#QuickPayment_CreatePaymentFormLayout0 [name='CuryID']" name="UsrPSSOCashTaken"></field>    <field after="#QuickPayment_CreatePaymentFormLayout0 [name='UsrPSSOCashTaken']" name="UsrPSSOCashChange"></field>    </template> 

I have a client with multiple companies in one tenant.  While you can pull an ARM report for Company A while you are in Company B, the header information displayed is still for Company B.  What is the correct formula to display the selected Company Id instead of the current Company you are in?  The default formula is:=Report.GetDefUI('RowCompanyBAccount.AcctName') 

My customer asked me to show the Shipping Address Line 1 and line 2 in a new 4th column in the header of the Sales Order screen.I created two unbound string fields to store the values from the Addresses tab (shipping address info).Even using the “nuclear” option of the SOOrder RowSelected handler, the values will not show in the custom fields.In debug, I can see the values being set correctly in the custom fields, but when the screen displays, they are empty.I don’t think it is possible to do this using PXUnbound in the DAC extension because I need the custom fields to be updated if the user overrides the address lines in the Addresses tab.I tried to do the update after the RowSelected handler has been invoked, but that didn’t make any difference.  Here is my DAC:public sealed class GTSOOrderExt : PXCacheExtension<PX.Objects.SO.SOOrder>{ public static bool IsActive() => true; #region UsrShipAddressLine1 [PXString(50)] [PXUIField(DisplayName = "Ship Address Line 1", Enabled = f

We had to backdate a payment to our customer’s account.  After posting, we realized we had entered the amount incorrectly (the handwriting was difficult to read) so the payment was voided.  Unfortunately, the payment was posted in May but the void was posted in June.  As a result, the May statement balance is not correct.  Is there a way to correct this?  

Hello Community!I continue to receive requests to integrate with WorldShip.  From my investigation, the native USP integration does not work with WorldShip. And neither ShipStation nor Easy Post integrate with WorldShip.Is my understanding correct? Are there any solutions out there? Thank you.  

We add one custom column call “Brand” in stock and non stock item.InventoryItemExt.UsrBrand is the extended DAC (free text field). In Details tab of Appointment screen (Screen ID: FS300200)  we have a selector for Inventory Item.I wants to add Brand column in above popup box.I try with “PXCustomizeSelectorColumns” and “PXSelector” but it replace all column.I wants to keep all columns as it is and append one more column as brand.I check code and found that “InventoryIDByLineType” attribute is used. But I cannot get how can we add one more column in it. And I cannot get original logic for all above columns otherwise I can copy paste and change. 

Is it normal that we do not have any verification or notice when we create manually an equipment for a service call (serial number already exist… change the owner...already exist with another description or code, continue)?As example, we create a new equipment manually with serial number, but this equipment already exist for same owner or was register with previous owner. and system let us create the same equipment twice without any notice or verification.Is there any option that could be activate to have any kind of notice?