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Hi everyoneWe have an issue with reversing migrated fixed assets in bulk. hoping that someone could offer some ides. We have over 100 fixed assets migrated that need to be reversed. The issue is that these assets contains fixed asset transactions that had both no GL batch (from migration - purchase+ and depreciation +) and GL batch (depreciation + after migration).If we reverse this fixed asset with GL turned on, it will also create GL transactions reversing purchase and depreciation from migration. solution 1) Reverse with GL turned on, find a way to journal back the purchase transactions that should not have GL batch.  Issue: unable to identify reversal transitions against original. system does not create a reference. solution 2) reverse with GL turned on. when fixed asset is migrated again correctly, leave GL on. system will create purchase transaction with GL to make up for the asset account balance. issue: will not be able to migrate “depreciation to period” and “accumulated depre

I am no sure what I am missing in configuration but I cannot select a project on an expense receipt or claim. I can see the project field but only default X is listed. Furthermore, the project task field does not display. I have configured a corporate credit card and non project related expenses are working as expected. Any ideas as to what I am missing?

Is there a report to use to pull vendors not used within a date range?

Hello all,I have been wondering if its possible to enable UDF for the Stock/Non-Stock Items screen. If not then how can we get this. We are not looking to make use of Attributes tab & apart from customization what are the other options? Thanks in advance.

Hi all,Is there a low code way to restrict the visibility of cases based on certain criteria?Our quality cases usually come in two varieties: application (ie, the customer didn’t apply the graphic properly) and other reasons (these are internal production issues on our end).We want our Sales team to be able to address the Application issues, as they know how to walk the customer through the process of application.For the rest of the cases, they are not relevant to our Sales team.Can I low code something like “if Workgroup = Sales, then restrict visibility to UNASSIGNED or APPLICATION”?Can I do this low code? Customization? Row level security? Something else?  

Do we have an import scenario for customer restriction group? How to setup customer restriction group manually?

how do i get the “Download Outlook Add-in Manifest”its not displaying in my profile page. 

Good day,I want to change ID on some of inventory items.  Questions:  Does this change id update all completed production orders, and sales orders?  It does work on Open Sales Orders, BOM and Production Orders that are in planning.Thank you.Evan 

Hi,Is there any possibility to reserve a sales order though the quantities in the line levels are not shipped fully?

I am writing an iterface to pull open operations from Acumatica but I am finding that the planned setup time and planned run time doesn’t appear to be in the operation records.  Where would I find these?

Can someone explain to me the capabilities of the Acumatica - SendGrid Integration. I do not see much literature on the integration since 2022.  Does this integration work successfully on a consistent basis? What can it do vs what can it not do via its integration?  I am a new client of Acumatica, and we are looking to do our email marketing directly out of Acumatica and then pull the information into campaigns. We need the ability to mitigate risk against being blacklisted after sending out an eblast, can it unsubscribe users from a list, does it allow the use of templates inside Acumatica, do the analytics only live in SendGrid? Any and all information on this integration would be very helpful. Also, if there is a better integration to look into please feel free to share. Many thanks in advance for anyone’s time and consideration. 

Hi Acumatica,I am trying to add parameters to a report for Inventory Transfers. I need to add DocType and RefNbr. I have run into this issue before, but the DocType allows me to select from the dropdown of Document Types; however, I cannot get the RefNbr to do a lookup of the Reference Numbers.   Any suggestions?Thank you!-RJ

I have a customer who wants to mass print Pick Tickets for sales orders with any status.I created a custom processing screen to do this.  The screen works perfectly with the exception that I am only getting the first order in the list and the last order in the list.  I selected 8 records to print and verified that all 8 were in the list being processed in debug mode.  I found an article on stackoverflow where someone had a similar issue.  His issue was fixed by adding the MergeLast as false on the last record being added to the report.  I used a counter to find if the item being added was the last one, and put false in for the MergeLast parameter.  Did not help.Here is my graph: public class ICSPrintPickTicketsProcess : PXGraph<ICSPrintPickTicketsProcess> { public PXFilter<Filter> FilterView; public PXCancel<Filter> Cancel; public PXFilteredProcessing<SOOrder, Filter, Where<SOOrder.orderType, Equal<SOOrderTypeConstants.salesOrder>>, OrderBy<De

Hi everyone,I’m running into a multi-currency issue in Acumatica. I have a GL account that’s in CAD. The foreign currency balance on the account is CAD $0.00, but the base currency (USD) shows a balance of -1,094.84.I’ve reviewed the transactions, and everything seems closed out in CAD, but this lingering USD balance remains. I tried revaluation, but it didn’t fix the issue.How can I adjust this without affecting the foreign currency balance?Any guidance or best practices would be greatly appreciated!Thanks in advance,

  Sometimes you may need to include information about payments made against a specific invoice into a printed Invoice form. Here is how to do it:You need to create a simple report that includes payment information you’d like to see. In order to do that, use Report Designer (to learn more about the report designer please refer to Report Designer Training or Acumatica Help website). The report needs to contain information from ARPayment table (the table that contains data about payments in Acumatica). However, you want to have the payments that are applied to the specific Invoice, so you need to also have ARAdjust table (that table contains data about links between Invoices and Payments) as a part of your dataset: The relation between the ARAdjust and ARPayment is the following: And finally you need to filter the dataset using the Invoice details. To do that use Invoice DocType and RefNbr parameters:  Finally, add the fields you’d like to have in your “Payments” section: Now you can save

I guess this may require a customisation. Is it possible to restrict Shipping Rule in a sales order (making it read-only) if the Term of that order is X only for people who have user role Y?  

Is there any field in sales order header I can use to know that all stock items in a sales order have all been allocated? All allocated means that on the Line Details, all lines have Allocated box ticked in full quantity. I am working on an automation that is triggered immediately by the above condition. I can create a business event with a GI that shows allocation status in sales order line however this GI needs to be grouped, as a result I can’t use Trigger by Record Change in the event type as it won’t work for a GI that is grouped. I can then only use Trigger by Schedule which means a Schedule needs to be created however the lowest execution frequency is 00:01 (1 minute). I need this automation to trigger immediately after all items are allocated. Hopefully this all makes sense.

I’m currently creating a generic inquiry to create a CSV upload report to a third party portal. CHEP (specially treated pallets that are ‘rented’ by our customers). Every week we upload a report to the third party with a count of these pallets with pertinent info - such as which customer and their CHEP account. This also includes quantity. The conundrum I have is that there are 8 item codes. One item code is for a single pallet - so this quantity is 1 to 1. The other 7 item codes are 1 pallet per unit - the unit count is different on them. Example: Customer orders 1 unit of CHEP - qty is 40. They also order RPCs (reusable plastic containers) that are stacked onto 1 CHEP pallet. The customer orders 10 units of the RPCs, so the qty of CHEP pallets is 10. Their total quantity is 50.Where I’m having the issue is coming up with the formula in the results grid to report the quantity of the CHEP for the invoice. I am using ARTran.Qty. I need to translate the unit counts of the 7 item codes to

Hi all, Apologies if this is in the wrong area, I couldn’t find a more apt one.  I’ll be attending not one, but TWO Acumatica UK Roadshow events this year.📍 Stratford-upon-Avon – May 14, 2025📍 London – September 16, 2025I’m looking forward to meeting other UK-based Acumatica members, so let me know if you’re attending one of the above and let’s connect! Thanks,Pete

Hi there! We have been facing an issue related to MYOB Advanced ERP (Accumatica) Filter($filter) option.When used $filter parameter in REST API, pass multiple conditions with 'or' operator.Like this in URL '$filter=CustomerID eq '21FEBUSER' or CurrencyRateType eq 'SPOT' which gives us this error:"exceptionMessage": "Only AND logical operator is supported","exceptionType": "System.NotSupportedException"Is there any solution/api/help available to get multiple record in single request to pass multiple condition from Acumatica ERP in REST URL.  

Hello, I'm new to API development and I need help with a specific query. In my current project, I can successfully retrieve all employees from the top list using $expand=Employees.My goal is to get the results from the bottom section (Overrides) which are linked to specific employees. In the UI form, when I click on Employee #1, the bottom window changes to show their specific overrides, and similarly for Employee #0.I've tried using $expand=Employees/EmployeesOverrides, but this returns Employee #0's overrides for Employee #1, which doesn't make sense.How can I properly query the API to get the correct overrides for each specific employee? I need to establish the proper parent-child relationship between each employee and their corresponding overrides.I've attached screenshots showing the UI interface and the API endpoint configuration for reference. Any guidance would be greatly appreciated!employee 0 overridesemployee 1 overrides 

Hello,I am working on a customization for the Stock Items Inventory. I am trying to add an action to the page that would create a new Purchase order and fill in the vendor fields and insert a line into the Details section for the Inventory Item. I have been able to open the form, and add the vendor, but cannot figure out how to insert the detail line.So I want to take the part that is circled in red in the first image and create a line where the red is in the second image.

I have an report in Acumatica that I have customized and when I run the report withing the Acumatica software the formatting is exactly as I designed it but as soon as I print it the formatting is lost. I am not sure if there is a setting that I need to change in order for the formatting to stay when the report is acually printed. Here is what the section looks like in the report writer:  Here is what it looks like when I run the report in the system: But as soon as I print it the red past due box and the yellow highlighting of past due amount is gone as is the formatting of my aging fields as shown below:  Am I missing a setting or something or is the report designer really limited in what can be formatted when the report is actually printed. Any help on this would be greatly appreciated. 

Hi Community,I’m working on a customization related to the Create Purchase Orders screen and need some guidance with vendor defaulting and updating custom fields on the POFixedDemand DAC.Customization Details:I’ve added the following custom fields to POFixedDemand: Shipping Destination Type Ship To Shipping Location Scenario: In the Sales Order, we have a Configurable item (parent) and IsSupplement (child) items. When creating a PO from this sales order: The Vendor and VendorName on the parent (Configurable) item in the POFixedDemand should default from the child item (where IsSupplement = true). and also on Parent Item (Configurable = true) What I’ve Tried: POFixedDemand_VendorID_FieldUpdated: I added logic here to assign values to the custom UDF fields. The values seem to be set in the code but do not reflect on the screen/UI. Overridden EnumerateAndPrepareFixedDemandRow delegate: I tried to default the vendor here based on the child (supplement) or stock item’

Can I use files of Different Customization Project into my current customized project?