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Hey everyone - My AP report does not run in alphabetical order but rather by Vendor ID chronological order and it drives me nuts!! Tried to fix it myself on the report designer but I can’t find where the sorting feature is for the data in that column. Can someone offer some assistance?  I only run AP in summary form. 

The client requires a prepayment before production begins and full payment before delivery.  Is there a good way to set up this kind of term?

Some tables throw ‘The multi-part identifier could not be bound.’ when filtering by specific fields. Below is an example for Invoice filtering by BillToContactOverride. Attached is the SQL query executed by the API as retrieved from the request profiler. It looks like the generated SQL is incorrect. This is happening across multiple versions (tested v23 and v24). No customizations have been applied to the instance.  DECLARE @P1 AS INT = -2147483648, @P2 AS INT = -2147483648, @P4 AS BIT = 1;SELECT TOP (1000) [Document_ARInvoice_ARRegister].[DocType] AS [DocType], [Document_ARInvoice_ARRegister].[RefNbr] AS [RefNbr], [Document_ARInvoice_ARRegister].[NoteID] AS [NoteID], NULL AS [NoteText], NULL AS [NoteFiles], (SELECT TOP (1) [DocumentNoteExt].[NoteText] FROM [Note] AS [DocumentNoteExt] WHERE ([DocumentNoteExt].[CompanyID] IN (1, 2)

Acumatica currently charges their SaaS clients a 25% Retired Version Premium when upgrading from a retired version. Our VAR has informed us that Acumatica will start to charge the same 25% fee to private hosted clients as well. There is no press release that I can find and our VAR tells us it came from their source at Acumatica. Can anyone else confirm this?

 Hi all,I created some custom DAC views from sql for GI. When I publish the project for the first time, the tables still appear normally. But when I publish the next times for other projects, the tables in GI will disappear. I checked on the database and the views are still there but not appearing on GI.This is my sql code in the database script This is the code I let the system automatically createDo I need to adjust the initialization code for the above scripts? Or do I need to do something else ? 

We had to request for Acumatica Support for checking one of our SaaS client’s site for Service Order Appointment processes. Unfortunately, we cannot link the employee record to the built-in AcumaticaSupport user. So, we had to create a new user account which causes the confusion to our client because they are a bit peculiar about user access on their system. And just a thought that it would be really nice if we can link the employee access for AcumaticaSupport user for cases as well.   

Hi,I am working with a 25 R1 site that was originally created using 24 R2 and later upgraded to 25 R1. The site includes several customizations, including enhancements to base screens and the development of new custom screens.After configuring the necessary Modern UI settings in the web.config and site map, the standard base screens are correctly displaying in the Modern UI. However, the customized base screens and newly developed screens are not rendering in the Modern UI as expected.I have used the built-in converter and followed all the recommended steps for the transition. Below are sample .html and .ts files from a very simple screen that I have converted.WS101001.html<template>    <qp-grid id="FreightForwarder_grid" view.bind="FreightForwarder"></qp-grid> </template> WS101001.tsimport { Messages as SysMessages } from "client-controls/services/messages";import { createCollection, createSingle, PXScreen, graphInfo, PXActionState, viewInfo, handleEvent, Custo

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! 

Is there a report that I can run to see the Prepayment usage. Our customers would like to know where the prepayment applications with  the details like Invoice Ref Nbr, inventory item, quantity and amount at invoice line level. -Thank you,Nalini  

Currently when users request to send an SMS for the two factor authentication code (if they app or other options aren’t available), it send the code only, with nothing else.  Is there a way to modify the SMS message sent so that it includes something like “Your code is XXXXXX” or similar so devices like MacOS and iOS know to offer it to enter into the browser for you rather than needing to type it manually?  

My company is needing to mass create sales orders with the CM type. We have a tax customization that throws an error unless I over ride the tax zone from “TAXABLE” to Null (or blank)My current import scenario only completes this for every other record.  Attached is the XML.The only other possible work around I can think of is, is there a setting that will make all CMs “null” for the tax zone by default?

Mid-market Commercial Construction company new to Acumatica - Live 1/1/25.  1 Entity with 7 Branches.  We are struggling a bit in learning Acumatica and recovering some operating efficiencies, particularly in project accounting - budgeting - subcontracting workflows- and accounts payable management.  Interested in a connection-conversation with a construction company a little further down the road using Acumatica Construction Edition happily and successfuly to manage project finance, or those who have been down our path and done something different for project accounting (Procore Integration?)

Can’t delete a sub account. Can’t figure out where to find the rest of them so i can delete them.  2/3/2022 6:54:58 PM Warning at ParentDeletingHandler.cs:159:RaiseConstaintViolationException():Subaccount (00  -   -) cannot be deleted because it is referenced in multiple tables. 1: Currency (USD) - Foreign key Currency(aRProvSubID) references Sub(subID), with Restrict-behavior, achieved by DeclareReferenceAttribute 2: Currency (USD) - Foreign key Currency(aPProvSubID) references Sub(subID), with Restrict-behavior, achieved by DeclareReferenceAttribute 3: Location (118, MAIN) - Foreign key Location(cSalesSubID) references Sub(subID), with Restrict-behavior, achieved by DeclareReferenceAttribute 4: Location (118, MAIN) - Foreign key Location(cDiscountSubID) references Sub(subID), with Restrict-behavior, achieved by DeclareReferenceAttribute 5: Location (118, MAIN) - Foreign key Location(cRetainageSubID) references Sub(subID), with Restrict-behavior, achieved by DeclareReferenceAttribute 

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!All Acumatica User Groups How to Answer Questions on Acumatica Community - We need everyone’s help!Active Participation is needed from every Community user; everyone can provide valuable input using their individual skills and interests.  When more people participate, all members benefit - - we need diverse backgrounds,

(Obviously) this is a test order from our sandbox tenant.  We’re trying to come to grips with the process here, but we are stuck.  This order at “Released” status, but the ellipsis menu is pretty much all greyed out, and we can’t add a labor transaction.  Can you help us solve the mystery?  

Before I recreate the wheel, does anyone have anything like this?We have a lot of variables in our product lines.  When customers request a new Length/Width/Material/etc we have to create a new Stock Item, Build a BOM, etc.Right now, we have ~5 spreadsheets with our product lines that have to be maintained to provide a quote for the customer.  This is also sent to the Product Manager to build the Item and BOM.I want to build a New Item page that would have variables depending on Product Type, in which certain dropdowns would be available or options in those dropdowns would be selectable.  Based on those parameters selected, it could build the Inventory Item, BOM, and provide a more accurate Quote. 

I created a user defined field [Location.AttributeCHILDACCT] that is of type String ( nvarchar)In my generic inquiry if [Location.AttributeCHILDACCT] is blank then I want it to pull in the Project Customer [PMProject.CustomerID] otherwise I want it to pull the string in [Location.AttributeCHILDACCT]Here is my formula: =iif(([Location.AttributeCHILDACCT]=' '),[PMProject.CustomerID],[Location.AttributeCHILDACCT]) I keep getting the error message below.  The C002452 is the [Location.AttributeCHILDACCT] field. The issue is definitely with my condition in the iif statement. Are you able to set a string to a condition of blank in a GI?  I think I just don’t have the correct syntax for the empty condition.  

Hello,  Does anyone know how to convert a decimal values to inches in report designer?Example: Customer orders 12.50 feet in ACU on the sales order screen but want the value displayed on the report as 12ft 6inches.  Thanks

We use Acumatica in retail, receiving inventory and matching bills later to receipts. How to reconcile balance at the end of the month of clearing account to Balance Sheet? I cannot see any generic reports that will allow me to do that. Any ideas? 

Hello Everyone, Please advise on how to hide the list of other tenants from the customer portal login screen?Thank you,Jennifer

Hello! I am trying to use an input mask to allow for numerical entry only where the number has two decimal places. For instance, we manufacture parts that have dimensions such as 68.50” and 82.25”. I tried using the input masks ##.##” and 90.99” on the attribute itself but when I enter the values above I get the following results:68.50” → 68._5”82.25” → 82._2”. I had figured out that we could use something such as 90.99#” but it then returns values as: 82.25” → 82._25” This isn’t ideal and could get confusing. Is there anyway to force a number right after the decimal?Also, I believe I found a bug in the system when it comes to these input masks. Using the 90.99#” input mask above, it registers the number but every time I click on the attribute and click off it reduces the number and adds a space. Thank you!

If you all have any good tried and true examples for Customer Statement forms in Acumatica please post them here. We are a pool company who does Sales, Field Service, Equipment Service Contracts, and Projects (New Pools and Renovations). Our Customers are constantly complaining about our Statement Form. We are currently using a modified version of the “Open Item” Customer Statement. We want to be able to show a clear snapshot of everything that occurred for a Customer on one form. Both for the Month and a specified period of time. Any suggestions?

Hi, I am adding a few custom fields to ARInvoice and ARPayment. How can I prevent these fields from being picked up in the copy/paste functionality? I tried redefining the data view in a graph extension with a new PXCopyPasteHiddenFields attribute, but it did not work.

I created a generic inquiry that pulls data from the Purchase order module. I pull that data into excel and use with an import scenario to create records in the equipment module.Now that the report is created and import scenario is mapped and setup, I would like to have another dept at the company do the import monthly but I am concerned about giving them full access to the import scenarios.  Is there a way to limit access so they can run this one scenario but not have access to others?

We had an invoice 400.94 and our customer paid 400.95 what is the best way to correct this in our system? Do we create a credit memo on the invoice or can we do a -.01 in the write off amount?