Discussion Forums

I’m new to development and customization with Acumatica.  I’m attempting to add a new field to Business Account.  It’s going to be a lookup to the Employee records.I discovered that employee records are stored in the Business Account table.  So it’s a lookup back to BAccount for the employee record. Requirements are to setup a secondary owner for Business Accounts.  This is the only information I’ve added to the attribute field: [PXDBInt][PXSelector(    typeof(Search<BAccount.BAccountID,        Where<BAccount.Type,Equal<EP>>>),    typeof(BAccount.AcctCD),    typeof(BAccount.LegalName),    SubstituteKey = typeof(BAccount.AcctCD),    DescriptionField = typeof(BAccount.LegalName)][PXUIField(DisplayName="SecondaryOwner2")]Everytime I go to publish the in

Hi! We have a user who sees an empty contract screen when drilling into a contract. We have checked and have given the user the delete access level for this screen for all the roles she has under the ‘Unrestricted External User’ type. A user without this user type and has the system admin role can login to the customer portal and view the contract fine. We tried matching permission for this screen to the system admin role and had no luck. Any ideas on why the contract screen is empty on customer portal for this user?  Thanks!

I have a scenario where on a daily/weekly basis, a file is being provided with the data (a couple of fields) of all the customers in the same. There are about 10,000 customer records in the system, and running an import scenario and triggering an update on every single one every time will basically result in 10,000 ERP transactions every time I need to import the records. The thing is that a lot (about 70%) of the these customers don’t have real updates to their values, so import scenario is just “re-entering” the same value and saving it. Is there a way to configure the import scenario to skip the update if the values on the record and from the file are the same?

Please kindly advise about Approval Map that Entity Type has only 2 types. Thanks so much  

Hi guys! I have a trobule and I don’t know what happened or how to fix it, if someone have an idea it would appreciate it.During package publishing the system throws the below error exception:I tried to publish the same package in a new instance and the packages was successfully published but I need to fix it in the real instance because the instance needs that package to be publishedCan anyone please guide us out the reason of this exception message or how to fix it Thank you so much!

HiIn Acumatica 2025R1 do we need to change endpoint version ?In Acumatica2024R1 it was 23.200.001In Acumatica2024R2 it was 24.200.001In 2025R1 it is 25.200.001 or 24.200.001 ?

Im on the newer side when it comes to Acumatica but Im looking to add a webhook or trigger an api callout inside of Acumatica when a Customer record is updated so I can push those changes to the external system. I have looked into business events but Im not seeing a way to trigger a webhook or api callout from a Business event. Im also open to other approaches to this

I see many discussions on this topic and I have not seen any successful responses, despite a lot of effort. I would like to tackle this and provide a solution to the community. We simply need remittances to be sent to customers for all payments, whether bill payments or prepayments, sounds simple ... IssueRemittance advice only gets sent when a bill is paid. Prepayments are not sent. For the life of me, I cannot figure out why this is. Notification Template Business Event

Hello I want to change the color for text in footer section(On Hand, Available, Available for shipping) in sales order screen.Can you please suggest anyone?Thanks,

We’re trying to set up an business event to send out emails to customers following the completion of a Marketing Campaign. However, we don’t want to pester our clients with emails. Ideally, the business event would send out a email to a customer, the customer would read it, and then be removed from the mailing list for a set period of time before being reintroduce the pool of potential recipients. Is this something that can be done within Acumatica, and if so, how?

I have one user can login into acumatica mobile. He has two tenants and in menu saleorder, he can use salesorder menu in first tenant but the same menu in second tenant cannot use it. When he click it show this error. The entry form (ID: SO301000, title: Sales Orders) cannot be automated. Unable to cast object of type 'Wrapper.PX.Objects.SO.Cst_SOOrderEntry' to type 'DynamicInterface.PX.Objects.SO.GraphExtensions.SOOrderEntryExt.SOOrderLineSplittingExtension'. but if I use admin user to access that saleorder menu, I can access both of them. I don’t what’s happen. I test it test server fine but when move to production error like that. And I role back to old version of customize use to work well but it’s still show that error. 

Hi,I’m trying to make Unit cost field in purchase receipt as non editable. But unable to see any property in the customization to make it as non editable. Is there any possibility we can change the as Non editable without direct changing code.  

Does anyone know how to set up credit terms that have milestones but do not adhere to any timeline? For example, we are entering a new Sales Order with the following terms:25% Down Payment 50% Upon Preliminary Design Approval 25% Prior to ShippingI had tried setting up the terms with multiple installments but these milestones do not necessarily have a set timeframe between them. For instance, the time between the down payment upon receiving the customer purchase order and the preliminary design approval can range from 2 weeks to 8 weeks depending on how complex the job is or what the customer is asking for. Same with the timeline between design approval and prior to shipping out the equipment. Wondering if anyone who works in a manufacturing business has experienced something similar and found a workaround for something like this or if there are any possible solutions. We use the Sales Order module for our jobs and do not have

Good day Acumatica Community, I have a GI linked to a Push Notification in Acumatica and on addition of a row to the GI my push notification is triggered to send the JSON information to an external API. The issue I am facing is that this specific push notification is resulting in more than one API call per row addition which is unusual as I have similar push notification setup for a different API and the information in the GI’s is nearly identical.I have tested the API via PostMan and the issue is not recreated so my assumption is that it is something on the Acumatica side, possibly queue overflow or timeout?Any assistance is greatly appreciated.Many Thanks

Why i got the wrong sum amount? can you help me 

Please kindly advise the wrong which point should I adjust it. Thanks so much for help  

Although it is recommended to use a new order type for Shopify POS, we have opted to use an existing order type. But we still want a way to identify POS order from web orders by mapping them into specific customer. Is that possible? 

Please kindly advise which place  that I have wrong and should edit it to correct and can import it. Thanks  

Hi,I got really odd problem. When I create new screen on new customization for acumatica 2024 R2 it always shows “nullpath error”. I tried to publish but nothing helps.

Is there a way to directly invoice non-stock items through a Sales Order without creating a shipment? We have non-stock items that are job specific and need to be on the Sales Order. These non-stock items are not tangible products and do not require shipments.  We would prefer to steer clear from creating fake shipments and invoicing through AR since we would like to have a document that is connected to the specific Sales Order.  Thank you!

Hello,  This is a general FYI. I have found that the SOInvoice.PaymentAmt field is calculating the total balance of the SO Invoice, rather than the Payment Total applied to the invoice.  I created a scenario in my local environment shown below.  The SOInvoice.PaymentAmt and SOInvoice.CuryPaymentAmt should both be 100.00 to reflect the payment amount applied.   

When I Deploy New Application Instance, I see these Inner Messages and Call StackCan't grant permissions for the folder 'C:\Program Files\Acumatica ERP\PublishAndDelete_22_211_0034\App_Data', to user 'IIS APPPOOL\PublishAndDelete_22_211_0034'. You can do it manually. -------------------------------------- Inner Exception: This access control list is not in canonical form and therefore cannot be modified.    at ConfigCore.FileSystemManagment.SetRigths(String Folder, String User, FileSystemRights Rights)   at ConfigCore.VirtualSitesManagment.SetSiteRigths(VirtSiteInfo si, Boolean assignRightsToInstanceFolders) -------------------------------------- Inner Stack:    at System.Security.AccessControl.CommonAcl.ThrowIfNotCanonical()    at System.Security.AccessControl.CommonAcl.AddQualifiedAce(SecurityIdentifier sid, AceQualifier qualifier, Int32 accessMask, AceFlags flags, ObjectAceFlags objectFlags, Guid objectType, Gui

Hello,When pushing a bill via the API. Is there an option to override a default vendor retainage? I m pushing a Debt Adjustment via the api and because the vendor has a default retainage it’ s auto being applied. Is there a flag I can set during the PUT to /bill to set retainage to zero?Thanks

Greetings,I working on some customized notification templates for Invoices in SO.30.30.00. I have 98% of the template completed, however the need for the Invoice.Note element is missing from the AR Invoice/Memo list of data fields.Can someone suggest how to obtain the Invoice.Note for utilization in the custom Notification templates?The use case so far is for referencing original invoice notes on credit memos. The note functionality is a powerful feature in Acumatica and having it available can greatly increase information to the end usernotification recipient.Thanks.

I’ve gotten feedback that percentage complete revenue recognition functionality imbedded in the Acumatica Project Accounting module defaults to calculating revenue at the project task level. I have always seen those calculations done at the total project level, in large part because project billing milestones don’t line up neatly with budgeted cost line items. As such, I am surprised that Acumatica defaults the calculation to the project task level. I’m wondering if I’m missing something. For anyone who has implemented percentage complete revenue recognition automation in Acumatica, are you doing it at the project task level, or the total project level?