Discussion Forums

Hi all,Does anyone have any knowledge or experience with being able to have one “parent” customer with multiple bill to’s?  We use the locations for having multiple ship to locations but am looking to be able to link multiple Bill To’s to one customer number.

We have some inventory that was in  A warehouse prior to the split and was transferred to B. However, that inventory was already physically transferred to Z company and should be in the XYZ company.  On the finance side, the value of this inventory was already paid for Z Company. What is the best way in Acumatica to transfer this inventory back?

I need to check the checkbox Allocation Apply which is a User-Defined Attribute in SOOrder  when ever there is any change in the orderQuantity.I also want to disable the Allocation Apply Fieldpublic class SOOrderEntry_Extension : PXGraphExtension<PX.Objects.SO.SOOrderEntry>  {protected void _(Events.FieldUpdating<SOLine, SOLine.orderQty> e){var row = e.Row;// Need to udpate the Apply field when ever there any change in the OrderQty // Allocation Apply field is in SOOrder} }// The below Solution isn’t working SOOrder Order = PXSelect<SOOrder, Where<                             SOOrder.orderNbr, Equal<Required<SOOrder.orderNbr>>                                 >                   >.Select(Base, row.OrderNbr);var isAllcocateed = e.Cache.GetValueExt(Order, "AttributeALLOCAPPLY");

Hi Community,I am working on a customization in Acumatica, where I need to open the parameter screen for a report before the report is executed. I am using the report ID AM660000 for the "Move Report," and I want to pre-fill some parameters (like BatchNbr) from the current screen, but I want to ensure that the user can select additional parameters (like AcctCD) before the report is actually run.I have tried using the following code:throw new PXReportRequiredException(parameters, "AM660000", "Move Report");However, this approach immediately runs the report instead of just opening the parameter screen. I would like to know if there's a way to only show the parameter screen and allow the user to modify or select their parameters (e.g., AcctCD) before proceeding with the report.Any insights or examples would be greatly appreciated!

We had a recent upgrade patch done on Acumatica and now we are running into issues with our tax exempted customers being charged sales tax.Has anyone come across this or how would we go about correcting the issue?Our below method was working properly up until two weeks ago.

My purchaser entered a landed cost for a purchase receipt but selected the wrong code and the landed cost is calculating based on quantity instead of cost which drastically effects the unit cost of the goods. An adjustment has already been created in the system and released.Secondary, in order to prevent this from happening in the future, would it be better to ask the personnel not to release landed costs documents and instead have our AP release the landed cost document when creating the AP bill for the purchase receipt?

Hi, I’m trying to increase the width of the “File name” column on the “Files” screen (accessed via any screen → FILES). However, I wasn’t able to locate this screen in the customization project. Do you know what the screen name might be or where I can find it? Thanks 

Hi All,I’ve added a custom field to the Purchase Receipt header, and I want to display this field on the Shipment screen Lot/Serial Nr. selector as a custom column. The idea is to display the value from the Purchase Receipt header where the LotSerial number in the shipment matches the LotSerial number from the Purchase Receipt. If there's a match, the corresponding custom field value from the Purchase Receipt should be shown on the Lot/Serial Nr. custom column.Has anyone implemented something similar or can guide me on how to achieve new column and customization.Thanks in advance!

I received the error message, “Another process has added the 'AR Invoice' record. " Please help and support me.

i keep getting this error and i dont know what im doing wrong

I have added these subaccount in the restriction group and i wanted to allow user to only see these in the reports during generation.I also checked the apply restriction in report definition It still shows all the subaccount in the list  

Hello, I am looking for input to a new process that we are looking to manage through Acumatica. We have a raw material that we purchase from one vendor. We will now be sending this material to another vendor to add a process step, altering the single stock item into 3 new stock items.We do not have MRP right now. Is there any way to achieve this in Acumatica without MRP? Do you have anything you can recommend to replicate this process and the cost of everything on these materials within Acumatica?  In the reading I have done, everything requires the Manufacturing module. I would appreciate your input.

With migration mode off, we imported AP with retainage, then used journal entry to reverse the ledger impacts. However, when trying to release the retainage, it is failing due to the vendor ref. already being used on the bill. We do not want to allow duplicate vendor references, but not seeing how to release otherwise. Ideas?

acu-connect Edition Days: Distribution If you use or support Acumatica for distribution processes, you know that distribution companies have unique needs when it comes to finance and operations.Join us along with Acumatica Product Manager Kelly Squizzero for this presentation geared specifically toward Acumatica customers and VARs who work with the Distribution Edition to learn about add-on solutions to address the common challenges distribution businesses face and how they can help you extend the power of Acumatica.We'll also hear from acu-connect sponsors who have solutions geared toward the Distribution industry, including:Rockton Pricing Management EBizCharge Acumatica payment processing CIMcloud B2B-First e-commerce Cavallo Profit Max Platform Cedar Bay barcode scanning and labellingIf you use or support the Distribution Edition, don't miss this opportunity to learn about add-on solutions to enhance Acumatica! Date:  May 22, 2025Time:  1:00p to 2:00p ETRegistration

I’m trying to create a Generic Inquiry for a table that doesn’t have its own screen, and I want to add some user defined attributes to the table. I know that add attributes to a screen is straightforward, but how would I do it without the manage user defined fields?

I know Constraint is what defines it, but obviously the start and end date won’t be the same for every Production Order. What would automatically adjust the end date to be a different day from the start day? 

Hi everyone,I’ve added a checkbox called UsrOptional to mark certain line items as optional. When checked, the item is displayed as “optional” in the Sales Quote screenNow, the customer wants the total of these optional items to be excluded from the regular “Total Net” amount. Instead, this total should be displayed separately under a label like “Total Optional Items Net”.Does anyone have an idea how to implement this?Or other ways to handle it ?Thanks in advance!  

Hi Community!  Is anyone aware of an investment or portfolio management software that can integrate with Acumatica and/or come up with a solution to support an investment management company on Acumatica? I did not find any integrations of this type on the Acumatica Marketplace. Thanks!

Good day,In shipments screen I added in the header an unbound field with a button and a tab named Labels with a grid. When entering a quantity of labels to be made the button is pressed and it creates the label record in the custom table and appears in the grid,  but my problem is that when creating labels the first time they appear and a few seconds later they disappear until I refresh the screen, the records are in the database and the labels are created just fine, but I don't know why they randomly disappear from the screen, I am not sure if I missed a configuration for the grid in the editor. public class SOShipmentEntry_Extension : PXGraphExtension<PX.Objects.SO.SOShipmentEntry>{ public PXSelect<EVTCCustomLabels, Where<EVTCCustomLabels.shipmentNbr, Equal<Current<SOShipment.shipmentNbr>>>> LabelsView; public PXAction<SOShipment> generateLabel; [PXButton (CommitChanges = true)] [PXUIField(DisplayName = "Generate Labels",

I need to update the default warehouse on about 3000 items.  Does anyone have instruction on the import scenario to do this? Thanks,

Subassembly item, “item A” is included in materials for various Manufacturing Formulas.For “item A” we create independent batch tickets.However, every time a Super Batch using a Formula that includes “item A” is generated, a sub batch is also generated for “item A”.Is there any way to discontinue the creation of sub batches for certain subassembly items?

I want to add a tag to Shopify orders with the dropship PO Number from the line details in Acumatica. I see the “mark for PO” field, but not the PO Number field. 

I created a generic inquiry it was working correctly until I tried to add the payments received column.  Now the contract amounts/billing amounts and payment amounts are wrong on ones with multiple invoices.  I know the problem is creating duplicate lines for projects with multiple invoices. I tried the grouping function and getting rid of the sum function but that didn’t work so I think it how I joined the tables.  I can’t figure out how to fix it.  I attached the xml file.

Good day,I’m working on a webhook for integration with a third party.  The webhook runs find until I try to create an ARInvoice and add an ARTran to the InvoiceEntry.   The error I’m getting is in the SM_ARInvoiceEntry.cs file IsLineCreatedFromAppSO method.  The base.Base.Accessinfo.ScreenID is null.We have a separate integration using a custom screen with a custom Action, but using webhooks will be much better for our purposes.  Is there a way I can set the ScreenID from a webhook in order to create the ARInvoice with ARTran items? Here is the webhook code: namespace EcrsWebhook{ public class EcrsWebhookHandler : PXGraph<ARInvoiceEntry>, IWebhookHandler { private static readonly Newtonsoft.Json.JsonSerializer Serializer = new JsonSerializer(); decimal INFRA_DISCOUNT = (decimal)0.15; public async Task HandleAsync(WebhookContext context, CancellationToken cancellation) { ECRSConfigs MAXIO_KEY; using (JsonTextReader reader = n