Discussion Forums

Action Name: Action@GenerateOnDemandStatementHello, I am trying to give a role access to generate a statement on demand. This is using the Actions dropdown on a customer record.I’ve given the user’s role permissions to generate statements, etc, and they can get to the main generate statement menu, but they do not see the “Generate Statement on Demand” selection in Actions.I was able to find what I think is the exact permissions, but the user already has (inherited) delete rights to Receivables: Customers: Customer: Generate Statement on DemandHow do I determine which rights are needed for dropdown actions? Thanks for reading! My admin user can see itUser doesn’t see it 

Hi all, I am trying to build a generic inquiry to show all the inventory items regardless if it has transaction history however I am getting multiple result by inventory ID but when I tried grouping it with inventoryID I am losing inventoryID that do not have transaction history. The ff are my main DAC I used:PX.Objects.IN.INItemSitePX.Objects.IN.INItemSiteHistDayPX.Objects.IN.INSiteStatusPX.Objects.AR.ARTran I have also attached the extracted GI incase anyone of you have any input how to make the inventory ID unique in the result. Thank you.   

Hey Acumatica community!We are planning to move to Acumatica 24r2, and I just notice some of my filter settings with @me is not working anymore, which used to work on the Acumatica 23r2. Does anyone knows what changes on the filter setting? 

How to keep show header if data subreport in page 2?Invoice is subreport page 1 Page 2

Hi everyone,I’m exploring SAP Concur as a potential solution for managing our company’s travel and expense processes and would love to connect with anyone currently using it alongside Acumatica.If you’re integrating Concur with Acumatica—either directly or through file uploads—I’d be interested in learning about your setup, experience, and any lessons learned. We’re particularly curious about how receipt images and expense reports flow into Acumatica, and how you’re handling reconciliation and approvals.Appreciate any insights or real-world feedback!Thanks,Jonathan MontgomeryCFO – MECO LLC

I am trying to add a column to the GI for the Inventory Issues screen. I just want to  add the Project ID so that I can filter on it. I have tried adding what I have thought was the correct table, but it is not pulling the information. This is the screen I am referring to:When I select an Issue, I want to following column to show up on the first screen:Please help!

Hi,We have a client who has the project and payroll module activated within Acumatica’s tenant. Originally, they had the payroll preferences to only post payroll actual costs to project. The issue with this setup is having sensitive payroll data being posted to project transactions and employees are now able to view this data. Even if we “Hide Employee Name” within the payroll preferences, it is still possible to figure out who this employee is. We want to be able to post the labor rates, defined within the labor rates table, to the associated projects and also showing it in the “Actual Expenses” within the projects. Currently, I’ve been testing this type of scenario but the only option I have within the Payroll Preferences (Posting Settings) is Post PM Transactions from Time Activities using an Off-Balance Account Group. This type of setup doesn’t show the labor rates hitting within the Actual Expense. Would it be possible within Acumatica to have the Time Activities create a project

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??