Discussion Forums

Our client has set up the Avalara Address validation.  When you create a Sales Order and the address is NOT validated, is there a setting or a way to keep the Sales Order from creating a shipper?

Hello all, I am trying to Reverse an invoice and apply credit memo via the API. I have extended the endpoint and added the action ReverseInvoiceAndApplyToMemo.  I am not sure where to find the correct payload to pass to it.  If I pass the below I  get “ "The Reverse and Apply to Memo button is disabled."Does anyone know or where do I find the correct payload to send? Thank you { "Entity": { "RefNbr":{"value":"AR000003"} }} 

Meet Taha Yab Ali our Acumatica Community Featured Member for May 2025. It’s great to have you as part of the Acumatica Community ​@tahayabali!Hi everyone,My name is Taha Yab Ali, and I’m currently working as a Business and Data Analyst at Malani Enterprise, which I joined in February 2025. From my very first day, I began working with Acumatica and have been actively learning and contributing to its customization and reporting features since then.I initially began my career as a Microsoft Dynamics 365 F&O developer but later transitioned into the field of Data Engineering and Analytics, where I found my true passion. My core skill set includes Python, AWS services, R, and Linux. While I am currently focused on reporting tasks, I generally work on automation workflows and data visualization using Python and Tableau.I particularly enjoy debugging complex issues and solving challenging code bugs, as I find great satisfaction in breaking down problems and building efficient solutions.I

Hi! Does anyone know if you can use substitution lists with GIs? I’m trying to use them instead of using a long IF formula. This is what it looks like and the error:   

Dear Experts,This might be a silly configuration issue, but I’m stuck and need your help.I created a new Discount Type with a Sequence: Now, when I tried to apply this discount code to an Invoice Document Detail, system still complains that there is no matching discount sequence to apply - can you please let me know how to fix this? Thank you very much!

Hello,  Does anyone know of a way to parse data based on a unique identifier in report designer. For example: In one field of a report, Order Description, we want to parse the data using report designer where there is a unique identifier. When the description has a ; we want to add a line break on the report to put the value after the ; on a second row.  Order Description: Ship This Today; UPS GroundWe want the report to display the values as;Line 1: “Ship This Today” (Line Break based on the unique identifier ; )Line 2: “UPS Ground” 

Hello, I’ve added a check box to a grid and used the AllowCheckAll option to create a check box in the column header to allow all options to be checked. As shown in the post below.It worked BUT the column header caption disappears. Very often a check box is used in a processing screen, and the first field in the grid, so not having a caption isn’t a big deal. In my case, the checkbox isn’t at the start of the grid, it’s half way through. Without a caption it’s difficult for users to understand what the field is for. Is there any way to make the system display a caption and a check all box? 

Hello Community, I am working on a customization to add a custom user field with a character hard coded as the first character in the string and would like it to not be selectable\overwritable. So essentially it would look like “T” on the screen and start at data entry after that character. Currently I have below. Is there a property I could set to start the text entry at position 2? #region UsrTNo[PXDBString(3)][PXDefault(typeof(T), PersistingCheck = PXPersistingCheck.Nothing)]public virtual string UsrTNo { get; set; }public abstract class usrTNo : PX.Data.BQL.BqlString.Field<usrTNo> { }#endregionpublic class T : PX.Data.BQL.BqlString.Constant<T>{ public T() : base("T") { }}Thanks!

H, working on importing some BOM’s into the Bill of Material screen.  I believe I have the hard part working, it’s creating the BOM as expected with multiple operations and/or materials listed under the operations.  My issue is with the BOM ID field.  I want the system to auto-generate the BOM ID field.  The AMBOM numbering sequence is NOT set to manual.  If I hand enter a BOM and hit Save, it creates the BOM ID using the numbering sequence BUT my import scenario when run, creates the BOM using the BOM ID from my spreadsheet.  From previous experience in other screens, I’ve seen the value in the spreadsheet, is kind of ignored by Acumatica and it will just generate the next number from the sequence for example when importing AP Bills and I want to use the auto seq for the reference number.  My initial import scenario, was mapping the inventory ID as the BOM ID.  Thinking again, that the BOM ID value itself in the spreadsheet is immaterial and just used for grouping when auto numbering

I saw videos on youtube from acumatica team, I followed them, but unable to configure it locally. If you know about installaion, it would be great favor. Please explain the ways how i can solve this. 

Hi everyone, I think I have thoroughly researched about the topic but cannot seem to find a suitable solution. Anyway, our order confirmation report prints an extra page. The solutions I found are:To make PrintEmpty and PrintForEmptyGroup set to False.  Papersize to LetterTo no avail, I am still getting extra page. Is there a way to “hard set” how many line items are printed before it goes to the next page? As you can see in the screenshot, there are 26 lines items (for the product description field in the line item I changed the properties to CanGrow/ CanShrink/ CanSplit so that the entire description is printed. In this casem line 26 does not have a long description hence in my point of view the footer should print in the first page hence second page should not be printed unnecessarily.I have attached the report in case you would need reference. Thank you so much for your time. (Kindly take note I have removed some of the fields for privacy but the spacing is needed hence no section

How to get the latest value from the Database.I have created a Database where the record is always updating. So I always want to get the latest record. Clearing Cache is not workingBase.Document.Cache.Clear();Base.Document.Cache.ClearQueryCache();e.Cache.Clear();e.Cache.ClearQueryCache(); using PXSelect is alway providing  the Cached Value   PXSelect<TableName,                                                           Where<TableName.bAccountID, Equal<Required<TableName.bAccountID>>,                                                                And<TableName.inventoryID, Equal<Required<TableName.inventoryID>>,                                                                And<TableName.startDate, LessEqual<Required<TableName.startDate>>,                                                                And<TableName.endDate, GreaterEqual<Required<TableName.endDate>>                                                             

I am working on the a Customization Project, where are I have create a new screen in which Inventory and available quantity to order is mentioned.Only Available quantity is allowed to order. Problem:-When multiple orders are placed at the same time from different instances, the order are getting resolved parallelly due to which the initial quantity available to order are getting conveyed to all the orders, which is incorrectAll the orders should have been resolved in a queue. Please help me to resolve this issue 

We have some attributes in one article class.I deactivated two of this attributes in my template item, because they are not relevant for this matrix item.But I can´t create my matrix item. I get the message: “Valute of the ‘xxx’ Attribute is not among it´s possible values”Screens attached.  Do you know a solution for that? Screen 1: Screen 2: Screen 3:  Screen 4:The attribute in the error message, is deactivated → Screen 1. 

Hi!After years of working, our attached project cost budget import scenario is failing since we upgraded to 24R1 in August 2024 with the following error. We have tried everything we can find in posts, so hoping there was a base change we are missing.Thank you,Dave Z   

Hi everyone!I work on a large Acumatica customization and was looking to try and automate some of the build process. Eventually the hope would be to automate some testing via the test SDK as well, but that is still a ways off.Right now I’m trying to get Acumatica running in a Docker container since that is the preferred method for CI/CD at my company. The basic idea is to have your application in a Docker container so that when you need a new build the container can be spun up, the code can be compiled, the build created and any tests run.Trying to get Acumatica to work in a Docker container has been a challenge for me, but to be fair this is the first time I’ve attempted using docker. I tried creating my own image that had windows as the base and installed Acumatica, but I kept running into issues getting Acumatica to install properly.I tried using an image that already had Acumatica on it from Docker Hub as a base https://hub.docker.com/r/stevenhacm/acumatica-erpThis worked in that t

Is there any way to do a contains or starts with in an expression? Google gave me some suggestions like using ‘LIKE’ or StartsWith([Field], ‘value’) but acumatica says its not supported. I am trying to do a parameter for IIF the location ID contains or starts with a Q, then Remove the Q, and if not, leave it as is.  Like this:=IIf( ([INLotSerialStatus.LocationID] LIKE 'Q'), ([INLotSerialStatus.LocationID] - 'Q'), [INLotSerialStatus.LocationID] ) Or this:=IIf( (StartsWith([INLotSerialStatus.LocationID], 'Q')), ([INLotSerialStatus.LocationID] - 'Q'), [INLotSerialStatus.LocationID] ) However, I cannot seem to find a way to do a contains expression. Is this possible?

Hello,  I am trying to create a report to return SO lines related to production orders.  The AM Tran table contains a custom field which flags each item that needs to be printed on the report so I need that table in the report.  That table is causing duplications based on production transactions related to the items.  I was able to get rid of duplicates by adding a condition to join on lot/serials and a grouping on AM Batch number, but our client wants the grouping on SOLine.InventoryID, Alt ID, and a custom field on the SO Line.  When I changed the groupings it began duplicating the lines when the Lot/Serial was the same but the items appear on different labor tickets.  Does anyone have any suggestions on what I can add to the join or grouping to get rid of duplicates? I am unable to share the XML due to sensitive data.  

Does anyone use factoring for their invoices? I have a client that uses a factoring company and would like a standardized process in Acumatica. Possibly an integration, otherwise ideas how to record this other than JE’s. 

Anyone willing to help out with MS Teams integration. Azure Item is complete but not clear on the next steps regarding this. Would need to get this completed asap. Thank you you wonderful community! :)

In Employee Time Activity screen (EP307000) we can select project and project task in grid area.Now we need to restrict project task selection base on login user’s roll.In other word if login user have XYZ role then he can able to view only those task which contains “Labor” word in it. So, basically PXSelector should be dynamic.

Hello Acumatica Community!  I am Tara, Acumatica’s new Technical Product Manager for CRM.  I’ve been here a little while but wanted to take a moment to say hello and introduce myself.  I come to Acumatica with ample CRM Product Management experience - having previously managed Dynamics, Salesforce, Sage and a complex homegrown quoting system. I love meeting with users to understand their needs and training to assure the enhanced in-app user experience is understood.I look forward to getting to know everyone.  Please feel free to reach out if you need anything. ~Tara 

Hello!I want to create leads using Excel import and I’m required to update the Lead information with the contact information if Contact is given for the lead. Also, I’m using the import scenario provided by the standard. But the scenario does not pick the Contact ID and auto fill the information, instead it requires all the fields to be entered using the excel. Is there any way that I can update information of contact in the lead using the excel?Thank You! 

Hey Everyone,I’m Mike - I live in Jacksonville Beach, FL and joined Acumatica last month as the new Technical Product Manager for WMS. I’m looking forward to catching up on where we are and where we need to go with respect to the WMS functionality and how it can help our customers and partners.My wife and I like to start our day with a 3 mile walk on the beach and say hello to our friends the sea turtles, dolphins, and shore birds. Have a great day! 

I’m playing around with customizations and trying to add a sales order reference to the Production Order Maintenance screen.  When I open the selector, it’s not only showing the results that are open or on hold.  How can I have it filter the results just to those two values? What am I doing wrong? namespace PX.Objects.AM{ public class AMProdItemExt : PXCacheExtension<PX.Objects.AM.AMProdItem> { #region UsrSOReference [PXDBString(30)] [PXUIField(DisplayName="Reference")][PXSelector( typeof(Search<SOOrder.orderNbr, Where<SOOrder.status, Equal<SOOrderStatus.open>, Or<SOOrder.status, Equal<SOOrderStatus.hold>>>>), typeof(SOOrder.orderNbr), typeof(SOOrder.orderDesc), typeof(SOOrder.customerID), typeof(SOOrder.orderDate), typeof(SOOrder.status), SubstituteKey = typeof(SOOrder.orderNbr), DescriptionField = typeof(SOOrder.orderDesc))] public virtua