Discussion Forums

We often allocate input materials to a Production Order ahead of time — but the materials are in a different location than the production site.Once allocated, Acumatica won’t let us transfer the materials to the correct location because the inventory is locked.Our current workaround is to: Unallocate from the Production Order Transfer the inventory Reallocate it again This feels messy and inefficient.Our VAR suggested we just consume from the original location and physically move the material — but we’re not comfortable doing that due to compliance concerns.Has anyone run into this?Is there a way to transfer allocated inventory while keeping the link to the Production Order?Appreciate any ideas!

On our Service Order Type I have Require Contact selected and have Take Address and Contact Information From: set to Contact. When creating a new service order would like the Primary Contact for the Customer select to come up as default. Is this possible to do with PXDefault? If so, how?

In the Log where the technician's time is entered, a technician has regular time and double time as highlighted by the earning types. When viewed in the profitability tab, the unit cost for both entries are the same. Has anyone else had this issue or where my initial setup may have gone wrong? 

Is possible to restrict this field for specific users?

My generic inquiry game is a little rusty… Does anybody know how to get the Appointment Log Times - Start and End Times on a generic inquiry?  I’m not seeing this field as an option for selection when building the GI. It’s only giving me the Start Date and End Date 

Hello im having problem with my Address in result grid its not showing can anyone help me  

Hello Acumatica Community. No doubt others have had the same issue. Where a salesperson wasn’t entered against a customer and Sales Orders have been processed without a sales person.Is there any possible way to go back and add the sales person for correct reporting?

Hello,      I have a issue with opening “PO.30.20.PL” in genericy inquiry.  I suspect it is an access right issue. BUt How can I find where it is located on “acess right by screen”  

Hi Everyone,I have a source dataset (shown below) for creating SO Invoices. I’ve set up an import scenario that is working fine, but it is generating three invoices instead of the expected two.Based on the data, I expected only two invoices because the Reference Nbr is the same for the 1st and 3rd lines. Has anyone encountered this issue before? How can I modify the import scenario to ensure only two invoices are created in this case?Additionally, I noticed that Acumatica has removed the sorting option for grids in Import Scenarios. Has anyone found a workaround for this?Thanks in advance for your help!  

Hello,               I found this post for replacing image on login pagehttps://community.acumatica.com/customization%2Dtools%2Dand%2Dframework%2D245/how%2Dto%2Dreplace%2Dimages%2Don%2Dthe%2Dsign%2Din%2Dpage%2D3841But I do not want to this kind of complicated.  I just want to put a simple notice like below: Any quick and simple way to do this?

Hello,                  Very strange,  I have a same customization project,  I can open and view it in 1 web site with SSL connection on.  While another web site display empty in the project editor with NONE ssl/tls connection.                      Is there any restriction on it? What is the logic behind it?

      I need to maintain two versions of Acumatica simultaneously. I noticed that when installing AcumaticaERPInstall.msi, the new version will default to overwriting the old version. Additionally, after installing the new version, attempting to install the old version results in an error. (I’m not sure if uninstalling the new version and then installing the old version will cause issues—can someone let me know?)       My key question is: Is there a way to install two versions of AcumaticaERPInstall.msi on the same computer, so that I can have two Wizards available simultaneously?

Hello,          Since the 2024R2 version of Report Designer is incompatible with previous releases, I need to maintain two versions of Acumatica simultaneously. Is it possible to install both the 2024R2 and 2021R2 Report Designers on my local machine without using a virtual machine?

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 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 TRA Snow & Sun | TRAILD Finance Automation SponsorNote - You need to be a member of the group in order to access/RSVP. If not a member, go to the Utah Acumatica User Group site, Request to Join, once approved, RSVP there to the event.Al

Hello Acumatica Community,I’m an emerging ERP consultant with a strong accounting foundation and five months of active networking and self-driven learning in Acumatica. I’m reaching out today to ask for your advice, mentorship, and/or any entry-level or volunteer opportunities you may know of.🔍 What I’m Looking For Hands-on Acumatica training (Data Cleansing & Migration Mapping, Testing & UAT Coordination, End-User Training & Documentation) Short-term projects to build real-world experience and references Mentorship from seasoned Acumatica pros on best practices and certification prep 💼 My Background Accounting & ERP Experience: Full-cycle AP/AR and automation  Designed a mock Acumatica implementation: configuration worksheets, role-based training guides Core Skills: Requirements gathering, process mapping, data visualization, stakeholder alignment Certifications in Progress: Acumatica Financials Fundamentals (expected June 2025), Consulting Foundatio

Hello all,I am trying to override two methods “ClearRelatedApproval” and “RowUpdated” as shown below and my intention is to prevent original methods from being executed.public class HCLEPApprovalAutomation<SourceAssign, Approved, Rejected, Hold, Released, SetupApproval> : EPApprovalAutomation<SourceAssign, Approved, Rejected, Hold, SetupApproval> where SourceAssign : class, IApprovable, IAssign, IBqlTable, new() where Approved : class, IBqlField where Rejected : class, IBqlField where Hold : class, IBqlField where Released : class, IBqlField where SetupApproval : class, IAssignedMap, IBqlTable, new(){ public HCLEPApprovalAutomation(PXGraph graph, Delegate @delegate) : base(graph, @delegate) { } public HCLEPApprovalAutomation(PXGraph graph) : base(graph) { } public static bool IsActive() => true; [PXOverride] //shouldn't be needed really public override void ClearRelatedApprovals(SourceAssign doc) { // Do my stuff } [PXOverride] // Shouldn't be needed really protected ov

Good day,I have a client who would like to use Watsaap to send customer notifications, I have not been able to find something on the market, anyone have some suggestions?Thank you!

Hi i am trying to create a import scenario for purchase order screen. Everything works fine But when i am trying to -1 from date its showing me errors. What i want is to create PO with -1 date. For example if i am creating PO by import scenario so date will be yesterday not today.Please ignore date formula above. I was just trying this. Can anyone guide me on how to write this=DateAdd('d', -1, CDate(Left(Right([ORDER DATE],4),2) + '/' + Right([ORDER DATE],2) + '/' + Left([ORDER DATE],4)))Error :  An error occurred while executing the DateAdd(Const(d), UnaryOp: - (Const(1)), CDate(BinaryOp + (BinaryOp + (BinaryOp + (BinaryOp + (Left(Right(Identifier(ORDER DATE), Const(4)), Const(2)), Const(/)), Right(Identifier(ORDER DATE), Const(2))), Const(/)), Left(Identifier(ORDER DATE), Const(4))))) function. Type mismatch in the argument 1 of the DateAdd() function: The argument must have the DateTime type. 

Is there a way to remove the hyperlink from a column in a Dashboard Table.The Default Navigation is unchecked in the underlying GI but some columns still have active hyperlinks An example; we have a Dashboard with a table called “Canceled Retail Orders - Today”, this table shows any Retail order that was canceled for the current day, the columns in this table are Order Date, Last Modified On, Status, Order Nbr, Customer Order Nbr, Customer, Ship Via, and Last modified By. There are four columns that have active links, Order Nbr, Customer Order Nbr, which we want to have links, and Ship Via and Last Modified By which we don’t want to have active links. In the Generic Inquiry that feeds this table the Default Navigation box in the is unchecked for the Ship Via and Last Modified By but the data in these columns still show they are linked and if the user clicks on the data element, they are taken to the screen that shows the details for that column.As an example: If I click on any of the d

Visa Spend Clarity was able to be selected previously, trying to connect now and it is not available.  Does anyone have any success connecting?

When you try to find instructions for installing a patch, where would you look first? How easy is it to follow the instructions for the patch installation from this Help article?https://help.acumatica.com/(W(10))/Help?ScreenId=ShowWiki&pageid=651891d0-041c-4476-9cee-b96836742c60

Is it possible to add a line to an existing Purchase Order while creating a Change Order?  We have Purchase Orders that have previously gone through our approvals process that need a line added to them for an additional scope of work.  We would like to avoid putting the Purchase Order back On Hold to edit it because it removes the commitment from the project until it has been approved and is back Open again.

Hello,I am noticing that by default if an AR invoice has retainage specified, then this will go directly into Income upon release of the original document. Shouldn’t this be handled differently? I would assume that Retainage Income wouldn’t be recognized until the release of the AR Retainage? Let me know if you have any ideas or can better explain. Thank you!    

Hi all,As the title says, I was wondering if there was a setting that would allow me to partially invoice a shipment. In this scenario, the customer wants 2 separate invoices for the taxable and non taxable items which were all send out on a single shipment. When I try to remove lines, it returns an error saying ‘SO Error: Sales Order/Shipment cannot be invoiced partially.’ Thanks!

Hi I have a few users in Acumatica for whom I’m trying to update the email addresses of existing logins.I have a list of employees whose emails need to be updated. I want to update the email ID only if the user account exists. If the user account does not exist, the record should be skipped. However, the system is creating a new user record instead.