Discussion Forums

Hello - I am hoping to run a Generic Inquiry for Users be User Role. We have about 30 corporate users with access to every single user role. When sorting be user role in the ‘User List’ report, I try to add a filter that User Role Does Not Equal CORP (the user role all corp users have), yet it still returns the corp users when filtering by other user roles. Because of this I was hoping to build a generic inquiry that I can run by user role, but am not seeing a predefined one. Is there a table I can add to the default “Users” Generic Inquiry that would also pull in each users User Role?Thanks!

Hey everyone,I am wondering if anyone has a way or process, I have not set up yet that allows me to manually enter in the tax amounts for each line when creating an entry in the “Bills & Adjustments”. From the cabinet I find a header for “Tax Amount” but no value can be placed inside of it. Currently, the taxes auto calculate based on the rate set for the vendor & the tax category that is entered. Is there any way that instead of auto calculating it off the total amount, I could manually enter in the tax amount for each line? Thanks!

Hello, We currently upgrade to 2024 R2.  However, when I open the PO3020PL, it says timeout.I think it might be something wrong in the Generic Inquiry behind PO3020PL.But What’s strange, even when I try to open inquiry “PO-Receipt” in SM208000, it also time out.Can somebody help me?

Hi everyone,I’m working with the Acumatica Report Designer and have created a custom PO Receipt report. However, the report only displays static text – none of the data-bound fields show any values.I’ve already checked the collections, data sources, and parameters – everything seems to be set up correctly. I even imported a working report from another customer’s instance as a reference, but the issue persists: fields that are linked to Haufe or database values are still not displayed.What’s strange is that all other reports (e.g. quotes, sales orders, purchase orders, etc.) work perfectly fine – only this specific PO Receipt report has the issue.The problem even affects subreports like the footer, and standard fields such as the company address (from BAccount) – none of them show up either.Has anyone experienced something similar?Any ideas on what could be causing this, or what else I could check?Thanks in advance for your help! 

Hi! In service orders, on the details tab, I can’t figure out why the billable column is grayed out? I’m also admin user. The background to this is I’m not able to invoice appointments because the error tells me nothing is marked billable. I’ve also made sure on the service order type generated billing documents is set to SO Invoices.!--endfragment>!--startfragment>  

I am having issues setting the PrimaryContact on a BusinessAccount entity.We are building a customer application form where potentical customers can apply for an account. This data is going to flow into the Business Account entity as a “prospect. The application will contain their business information as well as a list of owners/authorized buyers.  These owners will be added as associated contacts to the business account entity.   I have all of that working via the RestAPI without much issue. The trouble I am having is setting the first owner (in the list of owners) as the PrimaryContact.  I can’t get anything to work. Here are my order of operations: Create the BusinessAccount  Iterate over the incoming contacts and create each new contact and associate them to the BusinessAccount ID Call and PUT against the newly created BusinessAccount and pass in the PrimaryContactID of the first Contact in the list from step 2. (this isn’t working) I am doing a PUT to {{MY-BASE-URL}}/entity/PHDCus

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!

On our Service Order Type I have Require Contact selected and have Take Address and Contact Information From: set to Contact. When creating a new service order would like the Primary Contact for the Customer select to come up as default. Is this possible to do with PXDefault? If so, how?

In the Log where the technician's time is entered, a technician has regular time and double time as highlighted by the earning types. When viewed in the profitability tab, the unit cost for both entries are the same. Has anyone else had this issue or where my initial setup may have gone wrong? 

Is possible to restrict this field for specific users?

My generic inquiry game is a little rusty… Does anybody know how to get the Appointment Log Times - Start and End Times on a generic inquiry?  I’m not seeing this field as an option for selection when building the GI. It’s only giving me the Start Date and End Date 

Hello im having problem with my Address in result grid its not showing can anyone help me  

Hello Acumatica Community. No doubt others have had the same issue. Where a salesperson wasn’t entered against a customer and Sales Orders have been processed without a sales person.Is there any possible way to go back and add the sales person for correct reporting?

Hello,      I have a issue with opening “PO.30.20.PL” in genericy inquiry.  I suspect it is an access right issue. BUt How can I find where it is located on “acess right by screen”  

Hi Everyone,I have a source dataset (shown below) for creating SO Invoices. I’ve set up an import scenario that is working fine, but it is generating three invoices instead of the expected two.Based on the data, I expected only two invoices because the Reference Nbr is the same for the 1st and 3rd lines. Has anyone encountered this issue before? How can I modify the import scenario to ensure only two invoices are created in this case?Additionally, I noticed that Acumatica has removed the sorting option for grids in Import Scenarios. Has anyone found a workaround for this?Thanks in advance for your help!  

Hello,               I found this post for replacing image on login pagehttps://community.acumatica.com/customization%2Dtools%2Dand%2Dframework%2D245/how%2Dto%2Dreplace%2Dimages%2Don%2Dthe%2Dsign%2Din%2Dpage%2D3841But I do not want to this kind of complicated.  I just want to put a simple notice like below: Any quick and simple way to do this?

Hello,                  Very strange,  I have a same customization project,  I can open and view it in 1 web site with SSL connection on.  While another web site display empty in the project editor with NONE ssl/tls connection.                      Is there any restriction on it? What is the logic behind it?

      I need to maintain two versions of Acumatica simultaneously. I noticed that when installing AcumaticaERPInstall.msi, the new version will default to overwriting the old version. Additionally, after installing the new version, attempting to install the old version results in an error. (I’m not sure if uninstalling the new version and then installing the old version will cause issues—can someone let me know?)       My key question is: Is there a way to install two versions of AcumaticaERPInstall.msi on the same computer, so that I can have two Wizards available simultaneously?

Hello,          Since the 2024R2 version of Report Designer is incompatible with previous releases, I need to maintain two versions of Acumatica simultaneously. Is it possible to install both the 2024R2 and 2021R2 Report Designers on my local machine without using a virtual machine?

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!Upcoming meetup! SAVE THE DATE | June 4th @ 3-5PM | Utah AUG Meetup | Meeting at TRA Snow & Sun | TRAILD Finance Automation SponsorNote - You need to be a member of the group in order to access/RSVP. If not a member, go to the Utah Acumatica User Group site, Request to Join, once approved, RSVP there to the event.Al

Hello Acumatica Community,I’m an emerging ERP consultant with a strong accounting foundation and five months of active networking and self-driven learning in Acumatica. I’m reaching out today to ask for your advice, mentorship, and/or any entry-level or volunteer opportunities you may know of.🔍 What I’m Looking For Hands-on Acumatica training (Data Cleansing & Migration Mapping, Testing & UAT Coordination, End-User Training & Documentation) Short-term projects to build real-world experience and references Mentorship from seasoned Acumatica pros on best practices and certification prep 💼 My Background Accounting & ERP Experience: Full-cycle AP/AR and automation  Designed a mock Acumatica implementation: configuration worksheets, role-based training guides Core Skills: Requirements gathering, process mapping, data visualization, stakeholder alignment Certifications in Progress: Acumatica Financials Fundamentals (expected June 2025), Consulting Foundatio

Hello all,I am trying to override two methods “ClearRelatedApproval” and “RowUpdated” as shown below and my intention is to prevent original methods from being executed.public class HCLEPApprovalAutomation<SourceAssign, Approved, Rejected, Hold, Released, SetupApproval> : EPApprovalAutomation<SourceAssign, Approved, Rejected, Hold, SetupApproval> where SourceAssign : class, IApprovable, IAssign, IBqlTable, new() where Approved : class, IBqlField where Rejected : class, IBqlField where Hold : class, IBqlField where Released : class, IBqlField where SetupApproval : class, IAssignedMap, IBqlTable, new(){ public HCLEPApprovalAutomation(PXGraph graph, Delegate @delegate) : base(graph, @delegate) { } public HCLEPApprovalAutomation(PXGraph graph) : base(graph) { } public static bool IsActive() => true; [PXOverride] //shouldn't be needed really public override void ClearRelatedApprovals(SourceAssign doc) { // Do my stuff } [PXOverride] // Shouldn't be needed really protected ov

Good day,I have a client who would like to use Watsaap to send customer notifications, I have not been able to find something on the market, anyone have some suggestions?Thank you!

Hi i am trying to create a import scenario for purchase order screen. Everything works fine But when i am trying to -1 from date its showing me errors. What i want is to create PO with -1 date. For example if i am creating PO by import scenario so date will be yesterday not today.Please ignore date formula above. I was just trying this. Can anyone guide me on how to write this=DateAdd('d', -1, CDate(Left(Right([ORDER DATE],4),2) + '/' + Right([ORDER DATE],2) + '/' + Left([ORDER DATE],4)))Error :  An error occurred while executing the DateAdd(Const(d), UnaryOp: - (Const(1)), CDate(BinaryOp + (BinaryOp + (BinaryOp + (BinaryOp + (Left(Right(Identifier(ORDER DATE), Const(4)), Const(2)), Const(/)), Right(Identifier(ORDER DATE), Const(2))), Const(/)), Left(Identifier(ORDER DATE), Const(4))))) function. Type mismatch in the argument 1 of the DateAdd() function: The argument must have the DateTime type.