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How do I add a + button where the red circle is? 

Hello, I’m looking to determine how this report calculates margin by item and if there is a better report that could be run. I’m told it pulls the weighted average cost of the item but the margin seems off. When you break down the bom costs the margin is positive but in the report the calculation is negative. 

Are there any specific guides for installing Acumatica on a Windows Server 2019 box?Installing a local/dev copy on a vanilla Windows 10 machine is pretty straightforward; on Server/IIS we keep getting failed installations.I think it’s down to many of the needed “Windows Add or Remove Features” (which Server 2019 doesn’t have) are handled through roles/Server Manager, which is where we are getting tripped up.Thanks for any insight!

Is there any way to make project recipients in the mailing & printing settings default from the customer? From what I see, mailing & printing settings come from project preferences, and there is no way to set them to pull from the customer. TLDR; Make project mailing & printing settings default from customer and not project preferences.

Getting an error “The @Rate is not defined for the 10 step of the EQUIP Allocation rule. What could we be missing?Thanks,          

Thank you Tim Rodman for the feedback on using Odata to access. I found the excel exports would produce errors in python pandas. I am exploring options, and found that C# has much better Odata support than Python, due to Odata being under the MS Umbrella, so it seems likely that I will go ahead with using C# This template looked to be very helpful in creating a Odata Consumer and I look to adapt this into a Odata Consumer that I can use as the first Extract step of an ETL pipeline. AspNetOdata/ConsoleConsumer at master · stevsharp/AspNetOdata (github.com) Am I reinventing the wheel here? Has anyone else used C# to get data out of Acumatica?

I’m currently working on a report which involves summarizing Sales and Shipments info in various time periods and I keep getting tripped up by inconsistencies with how the DateTime functions work with respect to default date values from Acumatica. I wanted to open this up to see if anyone else sees these as errors or has experienced something similar. Month (@MonthEnd) <> Month(Today())I have two parameters which define the Year To Date period ending at the last full month, a start date which I default to @YearStart and an end date of @MonthEnd -1. The issue which made my periods misalign is that, for example on May 22nd, Month(Today()) = 5 and Month (@MonthEnd) = 6. It displays properly as 5/31/2025 in the parameter at the top of the GI and when formatted. I expected that MonthEnd would be in the relative month, just as MonthStart is. Could this be a timezone issue that the Month function is slightly adjusting the date parameter instead of extracting the month as given? DayOfWee

Hi , We have recently upgraded to Acumatica 2024 R2, and we are experiencing an issue where emails no longer automatically include a standard email address in the BCC field, which was previously working as expected in the earlier version 23R1. Additionally, we have noticed that the BCC data appears to have been removed after the upgrade.While we understand that Acumatica does not have a specific configuration for this behavior, we have not implemented any customizations or third-party integrations that would affect email sending functionality. Given that this was a default behavior prior to the upgrade, we are concerned that something may have changed during the upgrade process, resulting in the loss of the BCC functionality in 24R2.Above screenshot are sample to explain the issue

In Report Designer, we have a text box with several lines of text.  The requirement is to adjust the font color or bold property for only a few words in the middle of this text string.  Like this.We reviewed the Format function, but didn’t see an option to control these properties.Anyone know a way to do this?Thanks,Andy

I have been encountering a major issue in 24R1.  When I open two different customizations in customization editor windows, the customization in the second window overwrites the customization in the first window (though the URL and name of the first customization window remain). Steps To Recreate:Create an empty customization called Test1 with no files or database scripts in it, and open it in a customization editor window. Leave open. Create a second customization called Test2 and add some database scripts and files to it. Open it in a second customization editor window while the first one is still open. In Test1 customization editor window, navigate away from (if needed) and back to the Database scripts section and/or the Files section.  You will see the scripts and files from customization Test2 duplicated in Test1. Most concerningly: In the Test1 editor window, delete one of the database scripts duplicated from Test2 and close the Test1 window.  Navigate away from and back to the da

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.