Discussion Forums

Scenario: Occasionally there are invoices that contain confidential matters e.g. legal invoices. There is  read only security set for department type security roles on the Bills screen so users have visibility to the invoice details.  But this also gives them access to view attachments.Is there a way to keep invoice attachments on AP bills and restrict access to the attachments?

I think I am missing a step?  I am trying to set promotional pricing for specific customer for one product type.  I set up the promotional discount, linked added customer.  I also checked “specific to promotions” in SO preferences.  

Please add the “Department” field to the Dispose Assets window as s column. The Department field is a required field on a fixed asset and it would be very helpful to be able to search and select multiple assets for a mass disposal based on the department.

Is it possible to import multiple Purchase Orders from Excel? Cant seem to find this option. Thanks.

Hello everyone,I'm trying to create a calculated field in the Report Designer, but it's not working as expected.Could someone please help me?What I'm trying to achieve is the following:Depending on the warehouse location (SiteID) and whether the item is accredited (UsrAkkreditiert = True or False), I want to mark the items with different numbers of asterisks (*).Each warehouse has its own rule:For internal warehouses (TESTSHH or TESTSNMS), only non-accredited items should be marked with a single asterisk (*). For external warehouses (EXTERNHH or EXTERNNMS), I want to mark:   Accredited items with two asterisks (**),  Non-accredited items with three asterisks (***). If the conditions don't match any of the above, the field should remain blank.Any ideas why this expression isn’t working, or suggestions on how I can correct it?Here is the expression I'm currently using:=IIf(    [SOLine.SiteID] = 'TESTSHH' Or [SOLine.SiteID] = 'TESTSNMS',        IIf([InventoryItem.UsrAkkreditiert] = Fals

I had a prospect ask this question about percentage complete. Any thoughts anyone if this is achievable? “In one of our recent meetings, we discussed being able to have a “percentage of completion” shown for our projects in the software and you said you would look into it. Is this something that we are going to be able to do? I’m creating processes and accounts in preparation for beginning the software implementation process and I keep coming back to needing some easy way to see percentage of completion. I’ll need it to do the reclasses for WIP materials to COGS to align with where we are in the contract but I’ll also need it to compare our revenue billed with what we’ve completed to make sure we haven’t over/underbilled. When I’m reclassing the WIP materials to COGS at EOM, it will essentially be an estimate. But if there is some sort of field for the PMs to be able to include their estimation of progress, that would greatly help me since I’m not the one out on site.”Thanks for Yall’s

Hi, is it possible to have customer class appended to the end of the search in the selector so the description field has all 3 elements in the Sales Order screen? This is the original attributes of the field in the sales order screen.[PXDefault] [Customer(typeof(Search<BAccountR.bAccountID, Where<True, Equal<True>>>), // TODO: remove fake Where after AC-101187Visibility = PXUIVisibility.SelectorVisible,DescriptionField = typeof(Customer.acctName),Filterable = true)][CustomerOrOrganizationInNoUpdateDocRestrictor][PXRestrictor(typeof(Where<Optional<SOOrder.isTransferOrder>, Equal<True>,Or<Customer.status, IsNull,Or<Customer.status, Equal<CustomerStatus.active>,Or<Customer.status, Equal<CustomerStatus.oneTime>,Or<Customer.status, Equal<CustomerStatus.creditHold>>>>>>),AR.Messages.CustomerIsInStatus,typeof(Customer.status))][PXForeignReference(typeof(Field<SOOrder.customerID>.IsRelatedTo<BAccount.

In the Chart of Accounts, the account does not have a specific currency assigned, but transactions are being posted to it in different currencies. I would like to display these different currencies on the account — is there a solution for that?

I have a generic inquiry “Bills and Adjustments.” I would like to add the GL code that was used during the input of that bill. My end goal is to be able to export the B&A report and sort by vendor and gl code.

Was doing a little cruising and was wondering what the purpose of rental groups were? What is it?What would the benefit be to use it?

Hi All,We have this customer who is requesting to adapt barcode scanning for its warehouse team. What are the configurations and enable/disable features that need to be enabled? The customer is in the manufacturing field and currently using core modules for manufacturing, production, sales, and purchases.With the existing features and modules, is it possible to adapt barcode scanning, or does my customer have to purchase additional modules? Please let me know your valuable ideas.Thank you!

Hello-I am wondering if anyone knows of a way to automate the export of a pivot table?Ideally, I would like an automation schedule to email the pivot table in excel format - but I can settle for any method, such as using export scenarios, etc?Thank you!!

HiI am looking at implementing Project WIP for the first time and would like to draw on the experience of others. This is just using Projects in the Enterprise Edition and not the Construction Edition.I have worked through the allocations process to transfer costs to the WIP account. This looks like it will create a lot of additional transactions - credit every cost and then re-debit it on release of AR Invoice. Is it best to have the allocations created for every transaction or periodically to reduce the transaction volumes (eg on a daily basis)?I don’t see any standard WIP reports in the Project reports. Are there any available to assist with reconciliation of Project WIP to the Balance Sheet accounts?Any other suggestions or advice to have the WIP process flow efficiently and well for users? ThanksKevin Long 

Analytical reports already have automatic page breaks with repeating header. But how can I make it insert the break so that sections remain whole. By “section”, I’m referring to Assets, Liabilities, and the subsections within such as Fixed Assets or Long Term Liabilities. Our sections are represented simply with a row inserted using line type “caption”. Then there is “total” row at the bottom of each section.I know a precise break location can be set but that’s not what I want. We have multiple branches. Some are very active with lots of subaccounts, while others are nearly dormant and use almost no subaccounts. I don’t want to see the same page break location for all of them. Those dormant branches won’t need a page break at all. I’m hoping there’s a way to make Acumatica dynamically insert a page break based on the row type. If all rows between “caption” rows can’t be displayed, then it would insert a break and begin page 2 on the next caption row.   

has anyone been able to use the decision wait time on approval maps?What happens when the decision wait time expires what happens to the pending transaction?I set my wait time for 10 minutes and nothing happened, I was still able to approve it after the ten minutes.Do i need to set something else up?

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share Idea Management UpdatesGreat News - we've made it easier for you to track your ideas. We've simplified how we categorize them - so now there are fewer, clearer options. That means you'll be able to see exactly where your suggestions stand. Taha Yab Ali - Acumatica Community Featured Member for May 2025Meet Taha Yab Ali our Acumatica Community Featured Member for May 2025. It’s great to have you as part of the Acumatica Community ​@tahayabali! Acumatica User GroupsNew! Michigan Acumatica User Group, Northern New England Acumatica User Group, NorCal Acumatica User Group Request to join today!Upcoming meetup! SAVE THE DATE | June 4th @ 3-5PM | Utah AUG Meetup | Meeting at

Hello - I have see topics discussing the outlook plugin being blank, but the resolutions have not helped. My plugin used to work and now does not. I have removed the add-in, reinstalled it. Closed, opened, restarted. I have one other person where this is the case as well. Most others seem to work fine. Any thoughts?   

Hi Everyone,We use Google chat for internal company communication. Links we copy and paste into google chat do not populate correctly. The hyperlink display text is exactly what the URL should be but once it is clicked on, it populates this (W(20653)) string after the .com as “/%28W%2820653%29%29/”ex:hyperlink:https://company.acumatica.com/(W(20653))/Main?CompanyID=Roofed+Right+New&ScreenId=00000000What populates on the new tab: https://company.acumatica.com/%28W%2820653%29%29/(W(20655))/Main?CompanyID=….ScreenId=00000000The hyperlink ends up here: It looks to be having trouble with the (W(20653)) and then placing a new number (W(20655)) after for some reason. Has anyone faced this before or have a solution? I have been looking for fixes on the google chat side but no luck so far.Thanks,Tyler

When creating a purchase order through Inventory Planning, I am receiving an error that my PO line detail Warehouse does not match my Purchase Order Shipping Tab Warehouse. We have not set a default warehouse for the Vendor or Vendor location because this Vendor has one Location ships to multiple warehouses. What is the best way to have the Shipping Tab Warehouse automatically match the Purchase Detail Warehouse when creating a PO from Inventory Planning?ERROR: The warehouse in the line differs from the warehouse on the shipping tab.   

Hi Everyone,I am having problems when trying to do a Funds Transfer. My Journal transaction for the Cash In Transit Offset is coming with the wrong subaccount (20-000) instead of using the branch the user is currently on (10-000). It is using the default preference from the Cash Management Preferences, because it is currently a required field, however I would like it to just pick the correct subaccount based on the branch. Would someone be able to help?  Regards,Clauber

As a user, I would like to see not only the item ID in the scan message, but also the description. Does anyone know how to extend this? Unfortunately, I did not find anything in the attributes of the Message field. 

Hello friends!My customer wants me to change the auto numbered value for a Shipment to be the Shipment Number + the Customer ID (acctCD).They promised that the acctCD for a customer is never going to be more than 5 characters.  The shipment field is 15 characters so an example would be SHPXXXXXX-JOE1I am trying to change the Shipment Nbr that is created when the Shipment is saved.  I am using the RowPersisting event to do it.However, even if I invoke the base handler at the start of the method, the ShipmentNbr field is still “<NEW>”.I’m not sure where in the process I can get the Acumatica assigned ShipmentNbr and override it. protected void SOShipment_RowPersisting(PXCache cache, PXRowPersistingEventArgs e, PXRowPersisting InvokeBaseHandler){ if (InvokeBaseHandler != null) InvokeBaseHandler(cache, e); var row = (SOShipment)e.Row; //I THINK I should have the Shipment Nbr at this point but I don't string custCD = string.Empty; if (cache.GetStatus(row) == PXEntryStatus.Inserted) {

I carefully named the column headings in the GI ready to Import to Power Bi and then when Imported there are different column names. Why is this and how can I resolve this?

I created a new screen where our users can request that a production order be made for items. If a production order has been created for that item, i want it to show up on the screen. i added a custom field to the production order maintenance screen where we can add in the key ID field from the new screen so that it could be connected to that specific record. i am having issues with referencing this custom field in the view of the screen. When i go to build it, it says “CS0426 the type name ‘usrSawReq’ does not exist in the type amproditem. when i google i find that it should be “ .getextension<AmProdItemExt>” that would allow me to use this field, but when i have tried it, the amproditemext doesnt show as available. can anyone tell me how this should be done? 

If I setup an import scenario to run monthly through a business event, what happens if one of the lines has an error.  Is there a way of sending a report with any errors or would you have to check it manually after it is run?