Discussion Forums

Hi, I’ve created a smart panel containing a grid and an OK and Cancel button. You select a row on the grid, then hit OK and the selected item is added to a sales order. It looks like this:Whilst it all works fine, I would like to improve it a little by allowing the user to double click on a row and not have to press the OK button. This would be similar to using a PXSelector where you only need to double click on the row to select it, as shown belowI’m hoping it’s just a property against the grid but I cannot find one.Any ideas?

Hi, Have been battling with an issue with an override to ReleaseFromHold in POOrder Entry.  What I am needing to do is make an API call on another Acumatica Instance to create a Sales order that is linked to the Purchase OrderCode is below: The method ReleaseIntercompany is not the problem.  I have the same issue even if the call is commented out such that the code becomes:  I have narrowed this down to the presence of the Base.Save.Press().  This is required because if ReleaseFromHold is pressed before the order is saved, then the OrderNbr of the PO is not known and I want to send this in the API to create the Sales Order in the other tenant to store the value in a custom field.What happens, when the PO is released with the code above is that the user is left with a form that looks like:All the fields in the header are blank.  The order has saved, and has been released as you can exit and go back in and all the data is there.I’m thinking that I could just right a custom action that ca

Hey guys,I'm trying to attach files from the Invoices and Memos screen to emails when using the bulk send email feature from AR508000.I added custom code to attach files when sending emails from the CRSMEmailActivity screen, and it works correctly in that context. However, when sending emails in bulk — or when sending without opening the CRSMEmailActivity screen — the files are not being attached.Could you please assist?Thanks in advance!  

The total cost on the on the purchase receipt is not taking in to consideration the line discount of an item. For example 10 items  @ 10 less 20% line discount will come to 80.The total cost on the PR shows 100 instead of 80. The total cost is helpful tocompare the receipt with the vendor invoice totals.  

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 Idea Management UpdatesGreat News - we've made it easier for you to track your ideas. We've simplified how we categorize them - so now there are fewer, clearer options. That means you'll be able to see exactly where your suggestions stand. Django Dunn - Acumatica Community Featured Member for June 2025Meet Django Dunn our Acumatica Community Featured Member for June 2025. It’s great to have you as part of the Acumatica Community ​@Django! 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 ev

Hello Everyone,In the recent Modern UI update, we added custom grids to the Stock Item Attributes tab. While the grids have been successfully added, they are currently displaying in the All tabs of the Stock Item screen instead of the intended tab. We have implemented the code changes in the HTML and TypeScript extension files. Please review the changes and suggest a solution.Please find the screenshots for reference:Screenshot 1:Screenshot 2:HTML: <template>        <field after="#fsColumnA-StockItem [name='Descr']" name="UsrEnableSiteID"></field>        <qp-template id="temp-Enable">            <div id="div-SiteContainer" class="grid-container">                <div data-bind="grid: LableSite">                    <qp-grid id="gridAnswers-LabelMangement" view.bind="LableSite" caption="Label Management" wg-container="LableSites_PXGridItemLabels"></qp-grid>                </div>            </div>                       <div id=

When attempting to release a group of project transactions I get a “IN Error: Unit conversion is missing” error. In this particular group of transaction there are about 30 transactions. I’ve looked at the UOM and Conversion rules where applicable and don’t see anything out of the ordinary. When I look at the trace I see what is shown below. Is there a way to track this error to a particular inventory item?    Error 2025-06-13 01:04:22 UTC    Category: Trace  Message: IN Error: Unit conversion is missing.  Stack Trace: PX.Objects.IN.PXUnitConversionException: IN Error: Unit conversion is missing. at PX.Objects.IN.INUnitAttribute.Convert(PXCache sender, Nullable`1 InventoryID, String FromUnit, Decimal value, Nullable`1 baseValue, INPrecision prec, Boolean ViceVersa) at PX.Objects.IN.INUnitAttribute.Convert(PXCache sender, Nullable`1 InventoryID, String FromUnit, Decimal value, INPrecision prec, Boolean ViceVersa) at PX.Objects.

Hi, I am doing a GI and I meet a issue from getting the data field of PO receipt and In-Transit quantity. Is there any other table can get the value of them? because it show object invalid when I use [InventorySummaryEnquiryResult] to get the value. 

I believe that the base product of 24R2 can do this already, I just need to figure out the menu path to get to this. Thank you. 

Customer needs to link their Open Bills with Sub Contact . How to upload "Open AR Documents " linked with "Sub Contract " in migration mode.? Any idea ?

 I am currently working through Lesson 3.1: Setting Up Intercompany Sales from the F300 Intercompany Transactions (2025 R1) course. According to the training materials, when configuring Accounts Payable Preferences, I should be able to select "Vendor Location" in the Use Intercompany Expense Account From field.However, in the system, this option does not appear. Instead, I only see "Vendor" and "Inventory Item" as available selections.Could you please clarify whether the documentation needs to be updated or if there are additional settings required to enable the "Vendor Location" option?Thank you for your guidance and support. 

Hi everyone,I'm trying to write a formula in Acumatica Report Designer where: If [CWMSAItemAttributes.Brand] is empty or null, I want to return the first word from [InventoryItem.Descr]. Otherwise, it should return the value from [CWMSAItemAttributes.Brand]. I’ve tried using IndexOf() and Substring(), but I keep getting errors like “index out of range” or “missing operator before the space operand” depending on how I write it. Please guide me .Here’s one of the formulas I attempted: =IIf( Len(Trim([CWMSAItemAttributes.Brand])) = 0, Substring([InventoryItem.Descr], 0, IndexOf([InventoryItem.Descr], ' ')), [CWMSAItemAttributes.Brand] )

Scenario:Client sells a "Travel Kit" with the following components:Kit Code Kit Name Components Alternate Items KIT-001 Travel Kit Toothbrush, Towel, Bottle Towel ↔ Microfiber Towel   If Towel is out of stock, Microfiber Towel is used instead. If Toothbrush is out of stock, the Kit is not shown as available. 💡 Output Expected: User adds KIT-001 to a Sales Order. System checks current inventory. If all items are available → Kit is assembled on the fly. If Towel is missing but Microfiber Towel is in stock → user gets substitution option. If Toothbrush is missing and no alternative → Kit cannot be assembled.  Please assist with Out of the box functionality

When reversing an AP Bill/Invoice with pay by line NOT flaggedReverse Invoice, Creates a Debit Adj Release Debit Adj and select apply Opens Checks and Payments screen with Debit Adj as type Add Documents to Apply (the invoice reversed) ReleaseBUT when Pay by Line is flagged for the AP Bill/InvoiceReverse Invoice, Creates a Debit Adj Release Debit Adj and select apply Opens Checks and Payments Screen with Payment as type All the lines of the Debit Adjustment are displayed Then we need to add all the individual lines of the Invoice to apply to each line of the Debit Adj. The document is processed as a zero payment (automatically flagged as closed when process payment)The issue is that it shows as payment and if the invoice has many lines to apply to the offsetting Debit adj this can take additional time and possibly lead to incomplete application.Need the ability to reverse and apply the entire document in total (apply documents), even if pay by line is the Vendor/Document option by defa

Meet Django Dunn our Acumatica Community Featured Member for June 2025. It’s great to have you as part of the Acumatica Community ​@Django!My name is Django Dunn. I'm the son of a luthier, so I was named after the famous Belgian guitarist.I started off in the world of accounting software back in the days of DOS doing technical support for a third-party add-in vendor. I haven't looked back.I've worked with ACCPAC Plus, Navision, and Sage 300 ERP. And now, Acumatica, which is my favourite so far.I enjoy the creativity that this job provides even when it might seem like I'm doing the same thing for a different client. I've been working with Acumatica for the last five years and my first project was to build a way for the client to be able to manage and report on tariffs they needed to collect and remit.I've been building customizations for NextLevel Information Solutions for almost twenty years, providing solutions for a wide array of business sectors, sizes, and complexities. I feel luck

Is it possible to reorder the user filters on a List/GI?It seems to keep them in the order they were created which isn’t necessarily the order we’d like to see them.For example: a filter to show today’s Purchase Orders would be very handy to have right next to the ALL RECORDS filter regardless of when the filter was created.A drag/drop of the filters (like column headers on a grid) would be nice but even a simple feature to reorder the filter tabs like the column chooser would be helpful.I have figured out how to do it manually directly in the database so I know it can be done but that’s not practical for the users.Any thoughts would be appreciated.Thanks 

I am trying to set up a connection between Acumatica and Send Grid, and while the outbound process works perfectly, Send Grid is not sending the information back to Acumatica. The email is being logged as open, but Acumatica isn’t receiving that information back. Is there some step or mistake I’ve made?What SendGrid Sees What Acumatica sees 

I’m trying to use Acumatica’s integration with SendGrid to get record of when a email is open. The email is being sent fine and logged in SendGrid, which then sends the read receipt back to the webhook which receives it. However, the information never leaves the WebHook, despite the Email and WebHook being linked.SendGrid’s RecordsWebhook receiving the Response from SendGridEmail Activity does not have this recordThe Email Account linked to the Webhook 

Hi, Appreciate your help on this.  we are setting up the Deduction and Benefits for vacation and we encountered this concern. Context:  Vacation should be set as Percentage of gross wages and should be taxable.  In Acumatica payroll, when the Affects tax Calculation box is ticked, the Percentage Custom in the Calculation Method is not available. Note:  We cannot use the Amount per hour because the hourly rate may vary and we may need to calculate it manually in every paycheck.  Thank you.    

Hi CommunityIs there a specific command to use when creating an export scenario for one period only instead of all records. Thanks in advanceBarbara

I recently added service orders to the mobile application so that our employees can view and edit service orders from their phone/mobile device. It is added and working great for everyone that does not have an apple phone. They can view the list, but when they try to click on one, it spins for a bit and then says that an error occurred as shown below. This is a screenshot from our sandbox company, but it does it for both the sandbox company and the main system. When on android, it opens up the service order without any issues. Has anyone had this kind of problem before? Is it an error with apple or is there something I need to change with my code? 

Is it possible to create a prepayment for a PO without having to tie it to a specific item/quantity within that PO?  It’s very common for our international vendors to change their PO’s and that messes with any prepayments that may have been applied to those changed quantities. My question:  How can I apply a prepayment to a purchase order in total without having to attach it to any specific item/quantity/percentage etc? The same way on the receivables side where you can apply a prepayment to an invoice as a whole.  Example:  Customer owes $10,000 and pays $1,000 towards it.  System shows balance of $9,000 without having to apply that prepayment to any specific item within the invoice. Any help would be greatly appreciated!

Hi,Is there a way to have this in a Arm report? 

Are there plans to expand the capabilities of the Acumatica Outlook add in?  Areas of interest include adding a Sales Order and adding a Vendor Bill from an email.

We are trying to upload historical Bills and link with PO or Sub Contract.  Linking with PO is working .But system is not linking with Sub Contract . Any ideas or thoughts ?  This is the import scenario used