Discussion Forums

Order was orchestrated but now I want to change the warehouse on the sales order but it does not remove the Orchestrated flag on the lines and cannot be orchestrated.

We currently have our main user node as well as a process node.  All is hosted by Acumatica.  We’re on 23R1 and in the process of an upgrade to 25R1.Currently (maybe default configuration, maybe this isn’t even configurable), if I restart one node, the other node restarts as well.  Officially if I publish customizations, they publish to both nodes at the same time (but I’ve had issues with this, so our publish process includes publishing on both nodes).I’ve been told that, in older versions, the nodes were managed separately and you had to publish to both nodes.  I’ve also heard that you had to restart the nodes separately.  I’d like to be able to do that on our current version--I already have to publish to both, and I’d like to be able to restart the process node without it impacting the main user node.  

Hi everyone,I’m looking for some clarification regarding invoice attachments in automated customer emails for Accounts Receivable.Our requirement is to automatically email an invoice to the customer, together with the files attached to the invoice record (for example, PDF/JPG documents stored under the Files section of the invoice).I have been looking through the Email Notification / Mailings configuration but I could not find an option that would automatically include the files attached to the invoice record when the email is generated.However, I noticed that Dunning Letters can be generated and emailed from Acumatica, and the resulting email received by the customer includes the Dunning Letter as an attachment. please refer below attachment:This made me wonder: Is there a standard configuration in Acumatica that allows files attached to an AR Invoice to be automatically included as email attachments when the invoice email is sent? If not, why is this possible for Dunning Letters bu

I have a working import scenario that imports purchase receipt, but when there are multiple receipts for the same PO line number with different lot numbers then only the last receipt for that line is imported.Any ideas? 

Hi, attached is a custom report for production ticket. It works fine when printing for BL order type, but not for RO order type. I am getting the below error, but Trace just keeps on spinning and not giving me any hint. Thoughts please?Error when printing RO production order typeTrace 

Seeking an example for adding multiple Packages to a shipment with each Package having multiple items o 

The imort scenario brings in the sales order.  However I can’t get the shipped qty to change to actuals.  An item is frequently bought 6 units at a time, however there will be six different shipment spaced out over different intervals.  The import scenario I have will only ship all six at once.  Manually you can go in and change the shipped qty to 1.  How do I get the import scenario to do that? Suggestions on how to correct this import scenario? 

In 24R1, we had the Workspaces drop down list in all Generic Inquiries (GIs).  After upgrading to 26R1, this is missing and it’s affecting GI behavior.  Is this something that needs to be configured now? 

I had a Table Value function that used UNION ALL to merge the results of three queries. Then I wrote a Table Value function to return the results in sorted order. Finally, I added a DAC to sit on top of the SQL view.Sometimes, after publishing, the above solution wouldn’t work unless we also restarted the application. That’s not a big deal to do after publishing but if we forgot, the GI would show errors.So I switched out the above with a series of PXProjections and then a MappedSelect for the final result.Some notes for future me:Create each ‘view’ or sub-select as a PXProjection. This is a good time to decide if I’m going to make all the field names the name now, or if I’m going to map them together later.PXDBCalced fields seem to benefit from using a ‘persisted’ field attribute instead of the suggested non-persisted attribute (PXDBInt instead of PXInt)[Serializable][PXCacheName("Activity - Freight")][PXProjection(typeof( SelectFrom<ARRegister> .InnerJoin<ARInvoice>

I am working on a formula in a GI:IIf(CROpportunityProducts.InventoryID = ‘NON-INVENTORY ITEM’, CROpportunityProducts.Descr,CROpportunityProducts.InventoryID)I’m getting an error because InventoryID field is int type and the Descr field type is nvarchar(256)I’ve tried several of the conversion formulas (CInt) but I can’t get it to work.Any advice?

Hi,I’m encountering the following error when Remving Hold of a PO to submit for approval. Thanks!  

Hi community,I need to configure a custom role (Fact Viewer) that should have Read-Only access to Invoices and Memos (AR301000) and Shipments (SO302000).The issue is that even though the screen access is set to View Only, when users open an existing invoice, certain Action buttons (like Pay, Void, etc.) in the toolbar are still visible and enabled.When I try to restrict these actions specifically in Access Rights by Role (SM201025), expanding the AR301000 node does not display the individual Action members to set them to Revoked. User has no other overlapping roles. Setting screen permissions to View Only didn't hide toolbar actions driven by the underlying workflow. What is the recommended way to fully hide or disable toolbar actions for a read-only role without breaking the screen workflow? Is this achievable via standard security configuration or required through a Workflow customization / Graph extension?Thanks in advance!

Environment: Acumatica 2025 R1, Distribution edition with Advanced Kitting (Acumatica Labs Program). We’ve been live since July 1, 2026 so we're still new to Acumatica.Before realizing there was a Bill Separately checkbox, a consolidated invoice was created for a customer covering many sales orders in July. Because each SO has its own PO, the customer requires separate invoices. Normally this would not be a big deal to cancel and recreate separate invoices, but in this case every line on those orders was a non-stock digital item that doesn't require physical shipment. Attempting to Cancel or Correct the invoice generates the error:"The invoice ###### cannot be canceled because it includes line or lines linked to an order that does not require shipping."(This thread confirms the same constraint for Correct Invoice, but with no remedy: unable-to-correct-invoice-25053) With both actions unavailable, in August I created a credit memo manually in AR301000 for the full amount, released it, a

We are trying to implement Acumatica (Construction) and we would like to have 2 allocation rules 1) for fixed price projects where COGs and Revenue is recognized as a % of completion and 2) an Allocation Rule where costs, including overhead, accumulate in WIP until the project is invoiced.We are 99% there with the fixed price, but for time and material, the Allocation Rule is crediting the overhead expense for the correct amount, but is showing a negative expense balance on the project.  The GL accounting is correct, but the project accounting is not.  Any help on modifying the allocation rule would be appreciated. 

I have a question regarding the best practice for converting existing customized screens to Modern UI.Suppose I have an Acumatica screen that has already been customized through multiple customization projects. For example:Project A modifies the screen Project B also modifies the same screen Project C is a third-party/ISV customization that also modifies the same screenIf I want to convert that screen to Modern UI, what is the recommended approach?My understanding is that Convert to Modern UI generates the Modern UI files (such as the .ts, .html, and view.ts files) as part of a customization project. However, if the same screen is represented in multiple customization projects, it seems that we could end up with multiple projects trying to own/modify the Modern UI definition of the same screen.For customizations that I own, I can potentially consolidate the changes or decide which project should own the Modern UI files. But what is the recommended approach when one of the projects is a

Hi,At the moment the “Related Entity” field in the “Events” screen is only searching by Customer ID instead of the Customer Name. Is this configurable or a Customisation? 

Hi, In the Cash Account details in Acumatica version 2024 R2, I used to be able to clear all cash accounts without using the checkboxes; simply clicking "Clear" would check the "Cleared" boxes for all of them. However, in Acumatica version 2026 R1, this is no longer possible—I have to select the checkboxes first and then click "Clear". Is there a change like this, or is it actually a bug?  

HelloI am working on a customization where I need to determine which Company a specific user has access to.The requirement is:A user can have access to one or more Company. When the user is created or modified, I need to retrieve the Organization ID that user currently has access to.For example,: private List<int> GetAccessibleOrganizationIDs(PX.SM.Users user){ int?[] organizationIDs; using (new PXLoginScope( $"{user.Username}@{PXAccess.GetCompanyName()}")) { organizationIDs = PXAccess.GetAvailableOrganizationIDs(); } return organizationIDs .Where(x => x.HasValue) .Select(x => x.Value) .Distinct() .ToList();} Is PXLoginScope + PXAccess.GetAvailableOrganizationIDs() the recommended way to get Organization ID for specific user? 

Note: A lot of this is written by Claude with directions from me. We ran into this issue while developing the MCP server.The property list an exposed Generic Inquiry returns over OData is **neither the ordernor the exact set of columns you put in the Results Grid**, and I can't find anything inthe design tables that tells you what it *will* be. Asking in case I've missed it.Say a GI's Results Grid holds three columns, in Sort Order: `Customer Name`,`Order Nbr`, `Status`. What `$metadata` actually reports is something else:- Any result column that is **also an entity key** is hoisted to the **front** of the list.- Keys of the joined tables are **appended at the end even if you never added them** — this  part *is* documented ("*GI Access Through OData: General Information*").- Where two columns produce the same name, one becomes `X` and the other `X_2` — and which  one keeps the bare name depends on **grid position**, not on the column.- Inactive rows are skipped, and the order follows *

Trying to create approval map for specific vendor. For whatever reason, after setting this up, it just allows anyone to release the bill. What am I missing? I tried using the Vendor entity type, as well as the AP Document and then Vendor field name for both types. Nothing works. Feel like it should be pretty straight forward.   

Hi, attached is a customized Production Ticket. Currently, it’s only picking up the first row. How do I show each line with Quantity and Lot/Serial Nbr.? I’ve added those 2 fields in group1 of the already, but that didn’t work. Thanks for your help!This is the production order in the UIThis is the section when printed where it only pulls first row dataAlso, how do I make the RuntimeTable subreport disappear if Operation run time is 0? I tried adding a visible expression in the main report =IIf([AMProdOper.RunUnitTime]<>'0 h 00 m') but it doesn’t work.

Variance Amount columns for example only display in Classic UI

I have my subreport built and ready to attach to my project and sales quotes.  This subreport is purely terms and conditions and should print on the back (2nd page) of all sales quotes and project quotes.  I am having trouble getting the subreport into the CR604500 and PM604500 reports in the proper place in order for it to print on all quotes.  I have followed help from AI and Acumatica and still don’t seem to be able to get the report where is needs to be.

I was trying to test out the new capabilities of sending multiple documents in one email and it created multiple emails instead of one.  I didn’t have an email template so that might be the issue, however I get an error when I created and attached a template. After attaching the template, I get an error “There is no active notification source to process the operation”.I had both check boxes clicked, Send documents in One Email and Combine Into One file.  I looked at enable/disable features and I didn’t see anything that specifically said Print/Email Sales (or Project) Quotes form.  I also noticed the date range doesn't do anything. I didn’t see invoices and quotes on any of the same screens so not sure how this works entirely.  The release notes states “Good news for sales and project managers: You no longer need to send multiple invoices, quotes, and orders one by one to a customer or prospect. In Acumatica ERP 2025 R2, you can attach multiple documents to one email for each customer—

We have process request to create a spit shipment (new shipment confirmation) from the shipment confirmation lines when needed.  Is this possible?