Discussion Forums

We recently had a vendor change how they were selling some of their material and we wanted to update the Conversion Factor on the Stock Item to match the changes. Currently the material is on several orders and it errors saying “The unit conversion cannot be modified because it is currently in use in the following document -***”. Is there a way around this without having to remove the material from all the Purchase and Sales orders or some way to make it apply going forward or is removal the only way?

Had this issue at first, replaced the table and then got this issue after. what would be the equal to this table in acumatica? Client upgraded from 23R1 to 24R2 and started to have issues with these reports that worked before

Hi all,I was wondering if there’s any way to configure a tax code with Net/Gross amount entry on AR invoices and AP bills respectively. For example, I’d like the calculation rule to be inclusive line-level for output VAT, and exclusive line-level for input VAT. Is there any way to achieve that, other than creating 2 tax codes?Thanks! 

CASE:A purchase receipt #66 has been matched to an invoice #77, when I do the return for this purchase receipt, Acumatica generated a return #88 directly, Acumatica doesn’t require the matched invoice #77 to be reversed. So in the end, I returned the goods to the vendor through purchase return #88, but I can still pay the invoice #77 to vendor. This is very dangerous.Also if I don’t reverse invoice #77 and do the purchase return #88, GRNI account will not be correct, it has two debit amount, one from invoice #77 and the other from purchase return #88.Any comments or experience why Acumatica doesn’t force the matched AP invoice to be reversed before doing the associated purchase return? Thanks!   

Hey Team,AP Viewer role permission is set as Read-Only for Bill & Adjustments Screen. but the user is still able to perform PAY action on the screen. There are no Customizations on the site. One thing I noticed is the default workflow for the screen is disabling the PAY action only when the status is closed. Could this be the reason why the Permission set on Access by Rights Role is getting overridden by Workflow condition. 

Hi,We would like to know , do you use the Incoming Document feature inside AP?Do you have good results? Did you customize it?  Exemple :  I remarked that about functional point of view: If a PO line does not require a receipt (Require Receipt = false), one would logically expect to be able to link the AP invoice (Incoming Document) without enabling Allow AP Bill Before Receipt. But as we have seen, this is not the default behavior in Acumatica.Is it normal?Thanks

I need to show a data field as justify not left/ center/ right. Is it possible do it 

We have a customer that overpaid, and now we would like to move that overpayment to the Customer Deposit account on the balance sheet.  We believe we need to too this via a Journal Voucher to ensure that the customer’s account will be properly hit to move that credit from their A/R account to the deposit account.We have tried this a few ways without success.  Does anyone know which module/voucher type we should use to accomplish this so the proper transaction hits the accounts in the correct way?Patrick

How can I have Controls as above the form has in the Grid View to add and delete the data? 

GC here, implementing a prequalification program for vendor onboarding. We’re running prequalification outside Acumatica and want to reflect the following in Acumatica, ideally on the header area of a Vendor’s directory page: Prequalification status Single Project Limit Max total capacity v total in current open commitmentsCurious if others have done similarly? Would love to hear what ended up being feasible within Acumatica and what approach you took. 

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 Samvel Petrosov - Acumatica Community Featured Member for April 2025Meet Samvel Petrosov our Acumatica Community Featured Member for April 2025. It’s great to have you as part of the Acumatica Community ​​@Samvel Petrosov! Save the date: Coffee & Code - Modern UI Apr 22Join us for the first Coffee & Code event of the year - Modern UI, a webinar where Acumatica’s Varthini Bhaskaran and Vignesh Ponnusamy dive into the modern UI and best practices. Moderated by Ekaterina Androsova. Grab a coffee and let’s talk code!Tue, Apr 22 - 11:00 AM - 12:00 PM PDTRegister here: Teams Webinar Acumatica User GroupsNew! Michigan Acumatica User Group, Northern New England Acumatic

I’m always on the lookout for ways to increase the performance of our product.  Recently I came across a technique that has the potential to increase performance for BQL queries and views and I thought I would share.  Typically, when I am trying to increase the performance of an Acumatica query, I will run the process in the site with a SQL Profiler session active to capture the SQL query that results from my code.  I can then run the query in SQL Server Management Studio with Live Query Statistics to assess the performance and tweak the code.   I was working on a particularly slow query with a large data set the other day when I found a strategy for optimizing my code.  Those who have used Profiler, will know that Acumatica will translate our BQL queries into search clauses that includes every possible field.  I was considering building a new index for my query when I changed the Select clause generated by Acumatica to select just a couple of specific fields and ran the query.  The Qu

Is there a way we can change some columns of the Purchase Order Line Details without reapproving (such as Warehouse and GL Account), and others that will require an approval (such as quantity or unit cost)?  Or keep a history of Approvals each time PO is held and released?

I'm creating a report in Acumatica Report Designer i want two parameters item_1 and item 2 connected to itemclass cd so that user can select both items. Item 1 is working fine but when I am attaching Itemclasscd with item2. the report is returning null. I have attach rps file. Please Guide me on this I am not good at reporting.

I’m looking for a solution how to scan POD documents in bulk (300 pages at a time) and the system should store them in the proper SO within Acumatica (identifying the proper order number from the document bar code) and then email them together as page two when creating and sending invoices to our customers, we don't want to use a mobile app for signatures, we hand a piece of paper to the driver for every delivery and when they return the signed document we want to have them in the system and use it to email it together with the invoice as proof of receiving the goods, any idea how to accomplish this would be very helpful, do to the volume scanning and dragging each document wont be an option, Thank you.

I am trying to add a Search box for a grid on my custom form.  I found a similar question, but it was for a grid in a dialog.    This is where I want a search box.  If it is even possilble.Here are the settings on my grid:  I set my grid DAC as PXFilterable, but that is adding the filter option on the right side of the grid.  I don’t want that though.  I just want to be able to type a name in a search box and have it find all records in the grid with that value.  

The use case is:  The customer requires 2 locations one is ship to a plant to modify/build the item and after it is shipped to a job site for sub projects 

Hi everyone. I need to create a webhook, but I'm having trouble accessing AccesInfo.BranchID. I tried using PXContext.GetBranchID(), but it doesn't work. Does anyone know the best way to implement this?

Hello everyone,As part of customization, we are trying to allow creating a Payment for a Sales order which is in pending approval status.Standard Acumatica has a restriction here to avoid Payment creation in this case, to remove the restriction for the Pending Approval status, we tried to override the Restrctor attribute as below, which is not helpful, and we don’t see this restriction, anywhere else in the code. Tried Modifying  the PXRestrictor attribute  remove SOOrderStatus.pendingApproval , which didn’t help. As a next step, tried with Override the AdjdOrderNbr Selector without PXRestrictor still giving same error, and unable to create the Payment. Steps to verify this:• Create a Sales Order, and ensure Order status is Pending approval•  Navigate to Payments and Applications screen, try to create a new Payment with the same customer used in the Sales Order, and then try to add the select the Sales order from the Sales Orders tab• Tab out here, or saving the record pops out the err

I want to update the  InventoryItem  based on the logic How can I do it. and Refresh the UI  if (row != null) {         ALLInventory InventoryItem = PXSelect<ALLInventory, Where<ALLInventory.inventoryID, Equal<Required<ALLInventory.inventoryID>>>>.Select(e.Cache.Graph, row.InventoryID);         if (InventoryItem != null) // Details related Material Allocation is available         {                            // IF - Total Consuemd Qty + Order Oty <= Maximum Allocated Quantity                 if(InventoryItem.TotalConsumedQty + row.OrderQty <= InventoryItem.MaxAllowedQty)                 {                     InventoryItem.TotalConsumedQty += (int?)row.OrderQty;                 }                 else // ELSE - Place Order for Total Consuemd Qty + Order Oty - Maximum Allocated Quantity                 {                     InventoryItem.TotalConsumedQty = InventoryItem.MaxAllowedQty;                     row.OrderQty = InventoryItem.TotalConsumedQty + row.Ord

Hi All -  New to the community here but wanted to share a GI our team put together to see if it would help anyone else. This GI takes in a qty, warehouse, and BOM.Based on the BOM and quantities it will calculate how much you could make based on each item alone. It will format the line item as green (if enough to make the qty listed on the header) or red (if insufficient to make the qty listed on the header).Looking to share this and learn more as we are new in the community!

I am getting the below error while converting Purchase to Fixed Asset.“Both Debit and Credit parts of transaction are not zero. Exiting with error.”

Hi,   User is getting an error on the bank feed when Loading in test mode. CA Error: The answer or answers were not provided in time. Please try again.”In Acumatica community we found a discussion on how to resolve this. However, On Step 2 ‘Update Credentials’, user got an error.User updated the credentials, first it says “you are successful connected to [Bank Name]” and then it showed ‘Credentials were not updated error reason: bank feed has been already connected’ Does anyone know how to resolve this error message?

I am attempting to add a parameter to the Sales Order GI. I need to search the field for any that contain the contents of the parameter.I have it set like this: This results in: How do I prevent the <NEW> and, if possible, the lookup table? I want the users to have the ability to enter text without the system trying to lookup an SO

Hello all,How can I display only a second segment of subaccount (AAA-BBB) in my report?So as per the above segment I only want to display BBB in my report. Maybe I would be need to apply formatting condition? Thanks.