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I’m trying to get a contact email from a Sales Order to a email, however, this is bringing in the Contact ID and not the email. I’ve tried to get the email in the box, but only the ID is able to add an attribute. IS there a way to convert the ID into a Email. 

Thanks everyone for the help recently on creating some new Dashboards, learning lots! A new issue/opportunity that has popped up:I am trying to create a meter widget that shows our sales reps their Margin dollars compared to their Margin Quota.The Margin Quota is stored in an attribute in the employee table.We have the GI already focused in on the individual employee but not sure how to have it pull in the Employee Quota attribute for that particular employee.Here is the attribute: Thanks

Hi,We have an inherited client that is on 22.214 and needs to go to 24.210. I know there’s not a direct upgrade process and there will be a couple steps in between. I * think * the path is this: Current Version Build Update Intermediate Version Final Version 22.214.0019 22.223.0007 23.120.0004 24.210.0019  My questions are these:Do I create a sandbox for just the 24R2 version, or do we have to test in each? Does Acumatica process the upgrade sequentially in one evening, or will the client have to ‘live’ in each progressive version for a particular period of time?I haven’t processed an upgrade like this and want to be as efficient with the client as possible.Thanks!

Hi All,In our legacy ERP system, we had close to 30 product categories (out of the box item grouping feature) that grouped items together for various reasons (for finished goods, product line, and for component parts, categories were created for some of the parts based on functional usage).These product categories don't share many of the attributes defined in an item class: -stock/non-stock-finished good/component/subassembly/service/expense/labor-valuation method -posting classs-lot serial class-base/sales/purchase units -cycle count code-price class -default mark for (purchasing or production).On top of this, the finished good items often can be used in multiple product lines. ------------------------------In Acumatica, I created item classes that corresponded with the existing product categories. Next, I added a second segment which attempted to summarize a homogenous set of items within the product category (finished goods, average costing, same posting class, default mark for, ser

I am trying to enter a formula into a generic inquiry that gives me a % of completion based on:cost to date/estimated budgeted costs * 100When I started I kept getting a div/0 error so I wanted to write the formula as follows  if the cost to date or the estimated budgeted cost was less than or equal to zero then column would return a value of 0 otherwise it would return the value of the calculation.  I am just learning the syntax of more complex if then statements. I have tried everything and moved from syntax errors to index out of bounds. Here is my formula that is now generating a invalid string constant error. =iif([PMBudget.Type] = ‘E’,iif(([PMBudget.CuryActualAmount]<=0) or ([PMBudget.Revisedamount]<=0) ,0,([PMBudget.CuryActualAmount]/[PMBudget.Revisedamount]),0)      It seems like it should be a fairly simple formula but it just not working.  I’m missing something.

Hi all,We’re working with Acumatica 2024 R2 in an on-premise training environment (non-production), specifically using a company database labeled U100 for internal testing and sandboxing purposes.As part of this testing, we’ve created a new tenant (TEST01) and are attempting to import a 12GB snapshot taken from our main tenant. The goal is to explore how Acumatica handles large snapshot imports — especially for potential future use in proactive backup validation and internal restoration scenarios.What we've done so far:Confirmed web.config includes:<httpRuntime maxRequestLength="2097151" executionTimeout="3600" /><requestLimits maxAllowedContentLength="12884901888" />Placed the snapshot directly in:C:\Program Files\Acumatica ERP\Snapshots\U100\Attempted import via the Snapshots (SM203520) screen — received:“The file exceeds the maximal allowed size (1048576 kb)”Attempted CLI import using PX.CommandLine.exe with:/method=import /snapshot="..." /tenant=TEST01Resulted in an exc

Hi,What are the steps to configure or use the GS1 barcode in Acumatica? Any example? Thanks,EV

A number of our clients are struggling with the new credit card processing workflow, where the pre-authorized amount is a cap for capturing.  Scenario: sales order is created with the amount of $100.  Credit card is pre-authorized for $100.  There is not integration with carriers through Acumatica OR (more often) it’s an LTL order, for which there is no integration in Acumatica.  So, the freight price cannot be estimated at the time of Sales Order.  Shipment is created and confirmed.  The freight price is received either from a 3rd party app or entered manually.  Invoice is created.  The invoice is now for $100 + $20 (shipping charge).  Since the card was pre-authorized for $100, the client cannot charge $120.  There are 2 options at this point: a) void pre-auth and create a new payment for $120; b) charge $100 and create another payment for $20.The issue with the first approach is that voiding does not remove holdback from an end customer account, and if they are short on money, the s

I’m encountering an issue with the Purchase Accrual Report in Acumatica. I have a Purchase Order (PO) with multiple Purchase Receipts (PR) and some returns against it. However, I noticed that:The returns are appearing in the accrual report. The purchase receipts (that were not yet billed or returned) are missing from the report.Has anyone experienced this issue before? Any insights on why the receipts are not showing and how to correct this?Appreciate any guidance!

Good morning, we receive the following error when entering a record for a vendor. The Vendor was recently created on on 1/17/2025. We were able to add a record on the 17 but then it didn’t let us add a second record. We were able to workaround this issues by changing the record date to 2015 and then once the record was accepted we changed the it back to 2014 date. Is there any settings that may be preventing us from entering Bills from 2024?     

Hi ALL,How to enter Hours/Minutes with DateTime Control Type Attributes ? Best Regards,NNT

where do I Turn legacy Exchange Online tokens on or off?

We created a customized data field in the AR - Invoice & Memo’s module.  The data field is at the top of the form, not within a tab.  The data field is to reflect the expected pay date of the AR Invoice.  Once, the AR invoice is released, we lose the ability to change the date.The due date field that is not customized, allows you to change it after you release the invoice.  What do we have to do to allow the customized Pay Date field to remain editable until the invoice is collected.

Hello,We have seen that for 2024R2 build 24.204.0004 and 24.208.0020, the quick search for the Vendor field on AP reports parameter tab does not work.  Additional testing shows that it works in 2023R2 (23.208.0026) and 2025R1 (25.093.0036). Therefore, we assume that it got broken in 2024R2 and then corrected in 2025R1.Acumatica, will this be corrected in 2024R2?Someone had posted about this 2024R2 issue sometime last year but I have not been able find the article. It referenced that the =Report.GetFieldSchema('VendorReportParameters.VendorID') may have an issue in the DAC.The backdrop to this has to do with an upgrade we are looking to do for a client, from 2023R2 (23.208.0026) to 2024R2 (24.204.0004). We discovered the issue during sandbox testing.Below are some screen images of the parament screen for the AP Balance by Vendor report. The first shows the issue with the quick search and the other two shows it working. Build: 24.208.0020 (Demo)We have tested it in following builds and i

Hi Guys I'm looking for guidance on how to import Control Type Text Attributes into existing items in Acumatica. What steps or mappings are required to successfully import and associate Control Type Text Attributes with the items? Any advice or resources would be greatly appreciated!  When i Import by Import Scenario i get this message:Error: '...' Value of the 'TEXT' Attribute is not among it's possible valuessame Error goes for ID The Attribute ID and Text are also stored in the item classes that are assigned to the items. I can manually fill in the TEXT and ID, but I would prefer to import them 

Good afternoon,What has been the best approach you have found to add a finance charge to certain invoices or customers accounts based on age of invoice?If I was looking to add finance charges to invoices older than a year or a customer that severely past due...what approach do you use?

Hi - we currently have a customer who is billed at regular rates for time and materials but then receives a 5% discount on the invoice total (we want it to reflect that way and not set up a billing rule where we bill for 95% of standard rates). We have tried to set up discounts but they don’t seem to work on T&M invoices. We also tried to adjust the credit terms to give a 5% discount after 0 days but that also did not work. Is there any other way we can set up a discount for this customer?

Hi: The dashboard Production Manager 2024R2 has a Work Center Queue widget showing the Quantity to Produce. The Quantity to Produce column is the quantity to produce for production orders planned, released,  and in process. I expected it to be (quantity to produce – quantity completed – quantity in process = remaining quantity to produce). However there is no such column in the GI.The solution could be to have CoPilot that answers my question “ How can I see the remaining quantity in the GI?”See more details in the attached document.Thanks for your helpToon SixToonSIx@intercs.com

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 Introducing Acumatica Cloud ERP: 2025 R1Exciting news! Acumatica 2025 R1 has arrived, and it's packed with enhancements designed to make your work life easier, more productive, and more insightful. We've focused on three key areas: making the system even more intuitive, harnessing the power of AI, and delivering even deeper functionality for your specific industry. Joel Hoffman - Acumatica Community Featured Member for March 2025Meet Joel Hoffman our Acumatica Community Featured Member for March 2025. It’s great to have you as part of the Acumatica Community ​@joelhoffman! Acumatica Community Webinar - Management by Exception: Creating a Generic Inquiry for Discrepancy

I am trying to CC multiple people on an email template for a business event. I want our customer service department to be able to easily who is copied on these emails. so i added a checkbox to the customer (Contact table) screen. I then created a sql view that concats all the email addresses into one string. The business event always fails and says “Invalid Mail Address”. Below are screenshots. I tried changing the dac of the sql view to have that field be [PXDBEmail] and also string but i cant seem to make it work. Is what im doing possible? I did verify in one of the email fields that i can put multiple with “;” inbetween and it will send it to both, but i dont want our customer service to have to fill it out in that field everytime. 

I am attempting to add the SQFTINBOX stock item attribute to the Sales Order Grid.   I have declared a class PXAddAttributeColumns as below:  public class PXAddAtttributeColumns : CRAttributesFieldAttribute{ string[] _names; bool _IsForSelector; public PXAddAtttributeColumns(string[] names, Type entityType, Type entityIDField, Type classIDField, bool IsForSelector = true) : base(entityType, entityIDField, classIDField) { _names = names; _IsForSelector = IsForSelector; } public override void CacheAttached(PXCache sender) { this._IsActive = true; base.CacheAttached(sender); } protected override void AttributeFieldSelecting(PXCache sender, PXFieldSelectingEventArgs e, PXFieldState state, string attributeName, int idx) { if (_names.Any(attributeName.Equals)) { //Out-of-box DisplayName is prefixed with "$Attributes$-" - if you need to take that off. state.DisplayName = (!String.IsNullOrEmpt

I would like to Automate Opening financial Periods, I have tried setting up a schedule but there is something I’m missing. My setup is as below,Can someone help😊

Hello! I found a few posting but they’re 1+ year old posting and wondered if anyone has experience this issue recently. In my scenario, I have 3 active directory users with different number of roles.  I used the “Import Users w Role” scenario to import their roles. What happens is the first user will have all the roles imported, the 2nd user have some imported and the 3rd user have nothing imported.Below is my screen shots: Roles are imported successfully. The first user has all the roles imported but only some of the 2nd user and none for the 3 user. 

I would like to be able to keep track of quantities that were produced during Overtime Hours.My initial thought was to have a GI for move transaction history with a checkbox that would check if it was made during these overtime hours. This has proven to be quite the task and I just can’t get the correct transactions checked.  I then thought I could create a Work Calendar and pull it in as a Data Source to compare with the times that the transactions occurred at. For this I had to create a GI that pulled the time information from the work calendar which made it display as a formula when it was used as a data source. However, I get an error when viewing the inquiry that these items “can’t be bound”  (whatever that means).  My new thought would be to create a business event that would trigger when a move transaction happened during Overtime Hours and it would automatically update an Attribute within the produced item displaying OT.  This way I could filter by the attribute.  However this

How can I use Customer Invoice to pay for a Vendor Bill?I saw the option to "Extend as Vendor"  on customer screen and "Extend as Customer" on vendor screen but I didn't find how do I apply a vendor bill to a customer invoice...I would appreciate any suggestion.Thanks