Discussion Forums

When I load a vendor price worksheet using Excel, it is not checking the Vendor / Alternate ID combination.  It is matching it with any alternate ID, even if not from the vendor I specified. Does anyone know of a workaround for that or if it is on the docket to be fixed?

I have an import scenario where I would like to use address line 1 and the postal code of the customer’s account as key fields instead of the customer ID and then update 2 user defined fields. This current import mapping isn’t working.   

Hello! I’m working through adding multiple images to FS642000, pulling from the attachments on the Appointment. I used the guide ​@lauraj46 created: How to display multiple images horizontally in Report Designer, which was super helpful (THANK YOU). My first image loads correctly, however, the second image displays with an error. I attached a screenshot of the error along with our RPX. Any guidance is appreciated, thank you!  

Hello,We’ve been live on Acumatica for just over a month. One issue we’ve been encountering is the path to production process for customizations.Is it standard practice for Acumatica developers to publish code directly to the production environment and to test tenants instead of promoting code through the test environments to production after testing?

Hi Connections, I’ve a query related to expiry date control in Acumatica. Every inventory is specified as lot/serial and has an expiry date. As a result, based on that approach, expired items should not be processed. Is there any evidence that an item was expired at the time of shipment/transfer? Either Warning Message/ Allow / Don’t Allow Setups.,  I couldn't find any settings that would help me control this concern.  Hope you guys can help me on this topic. Thanks Ram 

I recently noticed that when using the Prepayment Invoice functionality that the Prepayment Invoice seems to be considered a Payment despite not having received any Payment against that invoice. I am honestly surprised, but is this expected?It is truly just an Invoice like any other, but Total Paid and Unpaid Balance considers it a Payment it seems like. Does anyone else have this issue?We are having issues with appropriately reporting the true Balance due on an Order and depending on what stage the Prepayment invoices are in, the Balance Due is off by the $ Amount of Unpaid Invoices pretty much. 

I am wanting to concat two user defined fields as shown below but when I do this it is returning the value ID and not the description. How can I swap this around? The description is the full field I want since its what appears in the UDF drop down. =Concat( [SOOrder.AttributeSWAISSLOC],' - ', [SOOrder.AttributeSWAISSTYP])

I would like to enquire if anyone has experienced custom workflow breaking after Acumatica 25R1 Patches . I had a customized Vendor approval workflow that was working in the earlier versions of  25.101.0153 but after this patch  25.101.0153.9 + ,the custom workflow is no longer functional.Can anyone assist?

Is there a reason why a PO Status is getting changed to closed when we still have unbilled receipts and the PO is still open? For example - we do a PO for 7 boxes, do receiving for 7 boxes but first invoice from vendor against the PO is only for 6 boxes. When we enter that first invoice, the PO status is getting changed to closed which is very confusing for both our purchasing and AP Team. We are still able to a bill for the remaining 1 item, but it is confusing since from a high level it seems the PO is fully completed and closed.   

I’m working on a Generic Inquiry (GI) to display projects, and I need to filter the results based on the logged-in users employee record.Howver, I added the condition as the EPEmployee.UserID=@me.Below are the tables I have used and the relationship. I could not get the excat values. 

I’m in the process of converting custom screens from classic to modern UI for 26R1. Some of these screens are primarily used by shop floor employees via the mobile app. Is there anything special I need to do for that, or will they still keep working? Are there upcoming changes that will require updating the mapping to accommodate the move to the new UI?I haven’t been able to find answers on this.  

Dear community,We are in the process of migrating Pivot Tables to the Modern UI and would like to collect some feedback and information about the usage scenarios.In the Classic UI, there is an option to create a pivot table directly from a GI as a GI’s tab or to go to the SM208010 Pivot Tables form and create a pivot table as a separate form with its own Screen ID and a menu item.Can you please share your usage scenarios for the second option? (pivot table as a standalone form)

We have a client running Acumatica 26R1 that operates as an Engineer-to-Order (ETO) manufacturer. Their projects often contain hundreds of budget lines, and they are utilizing the new Revenue % Complete calculation method for project billing.One challenge we are encountering is preventing the revenue-side % Complete calculation from exceeding 100% of the revenue budget when actual costs exceed the original cost budget. In these scenarios, the project may legitimately run over budget on costs, but we do not want the Revenue % Complete billing calculation to generate billings beyond 100% of the contract/revenue budget.Has anyone found a standard Acumatica solution to cap the Revenue % Complete calculation at 100%? I have experimented with billing formulas but have not found a reliable way to prevent over-recognition when costs exceed budget.At this point, I am considering a custom Generic Inquiry with a Business Event and automation process to calculate and update the revenue-side comple

In 25R2 I have an admin user account that has access to the AR Invoices and Memos, yet when I try to access the odata for the DAC, I get a 403 after entering my credentials.https://url.acumatica.com/t/tenant/api/odata/dac/ARTaxTran?$top=1The same user works on other DAC level odata endpoints. I also tried the odata4 url string:https://url.acumatica.com/ODatav4/tenant/ARTaxTran?$top=1I assume I’m missing something simple :-)

Hi All,Is there anyways the quantity can be defaulted for as stock item to a MOQ for a specific supplier when a line item is added to a PO. Without using Replenishments  

 when I try to create shipment on this order, I have the problem “Order RR RR26000144 does not contain any items planned for shipment on '12-Jun-2026 12:00:00 AM'.” It causes the problem only order RR.

I'm trying to create a processing screen with a filter containing an Email Account selector and a grid below showing incoming emails for the selected account.Initially I tried using a PXProcessingJoin directly on CRSMEmail:public PXProcessingJoin<CRSMEmail, LeftJoin<BZPODocument, On<BZPODocument.messageID, Equal<CRSMEmail.messageId>>>, Where<CRSMEmail.mailAccountID, Equal<Current<EMailAccount.emailAccountID>>, And<CRSMEmail.isIncome, Equal<True>, And<BZPODocument.messageID, IsNull>>>> Emails;When I set grid's DataMember to this view, I got the following error:An unhandled exception has occurred in the function 'get_Item'. Please see the trace log for more details.undefined: Cannot read properties of null (reading 'elemByID')I then switched to using a PXProjection DAC based on CRSMEmail: [PXProjection(typeof(Select2<CRSMEmail,LeftJoin<BZPODocument, On<BZPODocument.messageID, Equal<CRSMEmail.me

 The PO exchange rate here is 1 USD = 59.75 PHP When trying to receive it, the Currency exchange rate becomes 0. I have tried to put an effective exchange rate, but to no avail. Please help. Thanks

 We have a requirement to provide users access to financial reports only for the subaccounts they are authorized to view. How can this be achieved? I have already tried using restriction groups. But seems it doesn’t restric users by viewing the other subaccounts.

Hi all,Incase other people aren’t aware, per the subject of this thread:When you import a Generic Inquiry from XML, the XML contains a tag for <?xml version="1.0" encoding="utf-8" standalone="yes"?><data-set> <data> <GIDesign> <row DesignID="8b5104f6-326b-4194-a29e-b424601e5b61" Name="AR-Customers" FilterColCount="3" PageSize="0" PrimaryScreenIDNew="AR303000" NewRecordCreationEnabled="1" MassDeleteEnabled="0" AutoConfirmDelete="0" MassRecordsUpdateEnabled="0" MassActionsOnRecordsEnabled="0" ExposeViaOData="0" ExposeViaMobile="0" ShowDeletedRecords="0" ShowArchivedRecords="0"> </row> </GIDesign> </data></data-set>The DesignID here is what GI imports key from, so if you’re modifying a GI and don’t want to replace the original GI, you really need to update the DesignID to be a new value. In the Modern UI issues thread: There was a slight discursion between me & ​@bwhite49      I’ve been having issue with migratin

Hello all,I have a scenario where the end user procures fabric rolls in tonnes. The usual width of the roll is 10 meters however sometimes it comes to be around 9 meters or 11 meters. So even if they’re procuring in tonnes, how can we handle the variance in the dimension?Since the fabric is to be used into production, how to account for the same. 

hi, Can anyone please confirm what the latest Acumatica 2025 R2 build available right now is?I can currently see build 25.200.0248. Is this the latest build, or is there a newer one available? Thanks

Hello all,How can I create Production order based on MRP. So its like, based on SO, MRP will be generated and then the Production Order will be created. How to do so with MRP?Thanks.

I'm trying to set up an external application using Microsoft graph authentication in order to authenticate a shared mailbox in Microsoft.  In the external applications, there's an option to select Microsoft Graph, but in the email authentication drop-down when setting up a new email account the only options are OAuth.  Can anyone advise on this?

Hi everyone,We order things from vendors sometimes direct from overseas or from domestic locations. An item could have different pricing based on where we are ordering it from. e.g. Overseas is $10 USD, Domestic stock from US is $15 USD…Is there a way to keep both sets of pricing for each item in the system without creating a separate vendor?Thank youJoseph