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I’m hoping I’m simply missing something obvious.I looking for a report that I can define a date range, a warehouse, and a specific part and get a total amount that has been consumed for that part, through BOTH sales and production. The Turnover report doesn’t seem to take into account production usage.Before i go making a custom GI/Report based on the Inventory Transaction History screen to get a simple summary of issues and invoices, is there a stock report that my smooth smooth brain just isn’t noticing?

Hi Acumatica Community,I do have a concern. I was trying to create a dashboard for my Acumatica cases, and I want to get the total time of the initial response.Upon checking, the Initial responses are not populating any time, unlike the resolution time it has hours and minutes. My question here is, how do the initial responses work in Acumatica Cases 23r2? 

Good morning,I know this has been discussed on other forums in the past and hopefully there is a resolution at this point...however I am just seeing if there is a more sufficient/quicker method to use to get refund checks for AR customers?My company is still fairly new to Acumatica, so bare with me if my step by step process is either confusing or cumbersome. Please advise! :) Right now, I currently do:Verify customer orders are complete and credit is available Extend customer as an AP vendor through AR customer maintenance screen Create a Cash Purchase in AP to reflect check I’ll be cutting (apply towards corresponding Refund check GL Account) Prepare/Print Checks Release Printed Checks Create a Debit Memo/Credit Write off in AR to offset credit available (apply towards corresponding Refund check GL account)

We sometimes have customers with billing issues that should not trigger credit holds. Is there a way to exclude a specific document (invoice) from the credit hold process?I don’t want to extend the credit days past due or make any other change that would affect more transactions than just one specific invoice. Is there functionality to do this?

Hi all,I’m trying to figure out if I’m missing a trick, or if there’s a functionality gap here. With Azure Entra SSO configured, and using the SSO Group based Role assignments logic this introduces, I can’t find a way to report on ActiveDirectory Roles/Groups.While I was able to find PX.SM.RoleActiveDirectory, and query this to get information about which AD Groups have which Roles:  I wasn’t able to then join it to a Group name in a way would display, or find somewhere to join against to identify the link between AD group and User. I tried:PX.SM.ActiveDirectoryGroup This has the correct names like it should be providing me the name of the AD groups, but I couldn’t actually get information to display from it. (I think maybe this information isn’t persisted? Though it is possible I’ve got my joins wrong.) Any hints, or confirmation that I’m trying to do something not currently supported, would be really appreciated. My goals are to be able to reproduce something likeAccess Rights by Rol

How to Create SalesOrder with Shipping and Payment details using REST API in node js

We have an import scenario that we have built that we want to import Sales Orders on a daily basis. We want to schedule the Import Scenario so that on weekends and public holidays it will process the updated file without intervention.The file is overwritten on a daily basis by an external process. I have tried using the “Link to existing file” option as well as editing the URL. I have been using my C Drive as well as a link to a Dropbox file. I have tried every option, but it seems to load the historic contents and not look at the updated file. Has anyone got any suggestions of what is needed?

Is it possible to link a Sales order line item to multiple  Drop ship Purchase orders  

Hello! I want to create Purchase Orders by using “Mark for PO” function on the Sales Order form. But I do not need to create Purchase Orders for the full quantity mentioned in the line but a less quantity.  Is there any way of doing this? 

We just upgraded to 24R2 and are having issues trying to create a compliance line for insurance under the customer. This has never been an issue before. When trying to save the following warning is given:This is directly under the customer record and there are no other compliance lines listed for this customer. Has anyone else run into this and how did you fix it? Thanks!

Hello - I received a request to add Vendor InvoiceNbr to the Purchase Order screen under the PO History tab but am not seeing this field as an option. Is there another way to go about getting this added?  

Hi Acumatica Community,I'm working on a customization in Acumatica 24R2 (sandbox) where I want to show a confirmation dialog box before the "Remove Hold" action is executed on the Sales Order Invoice (ARInvoiceEntry) screen.I’ve overridden the ReleaseFromHold method and added a dialog box like this:Public delegate IEnumerable ReleaseFromHoldDelegate(PXAdapter adapter);[PXOverride]public IEnumerable ReleaseFromHold(PXAdapter adapter, ReleaseFromHoldDelegate baseMethod){ ARInvoice doc = Base.Document.Current; if (doc != null) { // Show confirmation dialog if (Base.Document.Ask("Confirm Freight Surchage, "Please confirm the Freight Surcharge Amount before proceeding. Do you want to continue?", MessageButtons.YesNo) == WebDialogResult.No) { return adapter.Get(); // Expected to cancel the action } PXTrace.WriteInformation("After confirmation check."); } // Proceed with the original Remove Hold logic return

Hi,After 2024R2 upgrade we are getting custom report error Cannot resolve the table name :[PX.Objects.Localizations.CA.CS.UnitOfMeasureI have read and followed some other suggestions about resolving these kinds of report issues but the issue has not resolved. Quick summary of what was attempted: removed UnitOfMeasure table from build schema, reloaded schema, and then add it back inWe do not have Canadian Localization enabled on the Enable/Disable form. Multiple reports are affected but, am specifically working on the invoice report, ar641000.rpx, which holds our custom report not the localization report, ar641000.ca.rpx

Using 24R2.  I have a purchasing group who emails their POs to vendors via a Purchasing email account in Acumatica.  The purchasing group does not want the sales team to be able to open the purchasing emails.  The sales uses a different email account to send sales related emails.  The sales team does have view only access to vendor records.I’ve tried row level security to no avail.  If I could control (automatically) access to attachments, that would work, but it seems the access permissions are propagating from the email activity screen.Ideas?

I know that there’s a plugin that does something similar, but is there a way within base Acumatica to record when customers open emails?

I have a client that wants to email several reports at month-end.  They have a schedule setup and have added the reports to the schedule.How do you indicate you need the parameters to change each month.  For instance, several have a financial period parameter.  I don’t see in the schedule where you can mark these as “Relative” like you can in other automation schedules.

Hi All. I am trying to get BI Ar-Invoices data into Power BI using query filter by invoice date. But on querying it shows me either authentication error (even i am admin) or some time   My query is :https://local.acumatica.com/odata/BI-ARInvoices?$filter=InvoiceDate ge datetime'2025-04-03T00:00:00'Do I need to run the query in Postman and then import that data into Power BI? Please suggest a better approach Thanks

New to Acumatica and have been using Project Quotes since January. Google Chrome is our browser, users are experiencing the following error throughout the day and randomly. Does anyone have any insight on this error and how to remedy ? It is not related to the timeout setting in the UI / Security. 

Does anyone know if there are efforts to create an Authorize.net module that is community supported? The depreciation of this module seems like a may have an adverse affect on many businesses. If anyone is developing an alternative module I would like to assist.  Thanks,   

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! Acumatica User GroupsNew! Michigan Acumatica User Group, Northern New England Acumatica User Group, NorCal Acumatica User Group Request to join today!Upcoming meetup! NE Acumatica User Group Meetup – May 6th, 10:30am-2:00pm ET Note - You need to be a member of the group in order to access/RSVP. If not a member, go to the  NE Acumatica User Group site, Request to Join, once approved, RSVP there to the event.Upcoming meetup! SAVE THE DATE: SE Acumatica

Hello,I see a couple posts that reference my issue but they are not clear, and the help is a bit murky too.  I’d like to get some community thoughts.  Here are the 2 threads that hit on my issue:  What I’m experiencing in 24R2: IF the posting class is supposed to be what drives the GL Accounts, the Order Type Posting Setting seems to override posting classes, essentially making the posting class not viable, because there is no way to “NOT” select a value for this drop down:  as an example, if I have the standard SO Order Type as ABOVE, this setting is set to use ‘posting class’ for sales account.If I create an SO add 2 linesA stock item that has a posting class that uses the “posting class” for sales (therefore the GL account is populated) it will derive the correct Sales Account.   See below - AACOMPUT01 A non-stock item that has a posting class that uses the “inventory item” for sales (therefore the GL Account on the posting class is NULL).   It will NOT place a sales account on the

I have a GI for shipment tracking report created and hoping to add Invoice Number & Unpaid balance.Unfortuantely I cannot figure out how to get the field to populate due to the relations. “invoiceNbr” field cannot be used because the table to ARInvoice alias is not joined with other tables on the Relations tab.The same applies for CuryUnpaidBalance.Hoping I could get some guidance on how to operate the relations tab. I have tried to navigate through the DAC Schema but I am not getting the correct options. Thanks 

Is there a way to extend the Set Qty state logic in Scan and Transfer screen? The class is sealed and not able to do so. I would like to define my own custom logic in certain cases. Basically we are developing a putaway mechanism inside Scan and Transfer. I am defaulting an origin location for putaway using another button and then they are able to select destination location and the entire available qty should be defaulted. They also need to be able to change the defaulted qty using Set Qty and that is where the problem comes in. The qty just keeps appending to existing one.I have tried combination of RowInserted and RowUpdating events to force the qty in case of putaway mode and nothing worked so far.An example of what I have tried so far: public class CFINScanTransferExt : PXGraphExtension<INScanTransfer, INScanTransfer.Host> { public static bool IsActive() => true; public INScanTransfer Basis => Base1; protected virtual void _(Events

Hi Everyone,I have added a barcode field to the PO screen. The functionality is working fine, but I am facing an issue where, whenever I scan a product for the first time, the OrderQty is automatically set to 2. When I scan the same product again, the OrderQty increases to 3 which is correct .But i for the first time it should be 1 not 2.However, for a different product, the OrderQty is correctly set to 1 on the first scan. I have attempted to resolve this issue but have not been successful yet.Please guide me on how to fix this.Thanks!Code:// Check if a POLine for this InventoryID already exists            POLine existingLine = Base.Transactions                .Select()                .RowCast<POLine>()                .FirstOrDefault(l => l.InventoryID == item.InventoryID);            if (existingLine != null)            {                PXTrace.WriteInformation($"Existing Line Found: {existingLine.InventoryID}, Current Qty: {existingLine.OrderQty}");                // If fir

I have a grid where I have sales orders and service orders in the same field. I want to make this a hyperlink, so I used the callback command and a custom redirect action. That works and redirects properly, but it pulls the data from the first row instead of the one currently selected. I’ve tried the SyncPosition = true and making sure the dac has a key field, but to no avail. Would anyone be able to help me out? Thanks. <CallbackCommands> <px:PXDSCallbackCommand CommitChanges="True" Name="ViewDocument" Visible="False" DependOnGrid="Details" ></px:PXDSCallbackCommand></CallbackCommands>.....<px:PXTabItem Text="Details"> <Template> <px:PXGrid SyncPosition="True" Height="100%" Width="100%" AutoAdjustColumns="True" runat="server" ID="Details" SkinID="Inquire" AllowPaging="False"> <Levels> <px:PXGridLevel DataMember="Details"> <Columns> <px:PXGridColumn