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I cannot seem to get this parameter to show up when trying to run this report. The field does have values when running the inquiry through the GI. I have the correct data type selected and the joins are correct. It’s been driving me crazy.Screenshot 162720 - Schema Builder on report designerScreenshot 162748 - The report I’m trying to add the parameter on.Screenshot 162817 - Results of clicking “source data” through DAC schema browser for “FSContractPeriod”Screenshot 163019 - FS-ServiceContractDetails inquiry results

I read through the Acumatica MRP literature, and it clearly states that blanket sales order lines should be reflected in MRP as forecasted demand however I cannot seem to get this to work. Is anyone working with blanket sales orders for manufactured items and able to get them to show in MRP Display?

Acumatica Community Webinar - Management by Exception: Creating a Generic Inquiry for Discrepancy Monitoring - March 26, 2025 | 9am - 10am PTDescriptionLearn how to build a powerful generic inquiry to quickly identify discrepancies between actual and expected values in Acumatica. These generic inquiries can power dashboards, reports, and automations in Acumatica, helping your team focus on potential issues that require their attention.This webinar was developed in response to questions from the 'Managing Operations by Exception' session at Summit 2025, where I demonstrated how generic inquiries can highlight records needing manual intervention due to unexpected values on customer POs, data entry errors, or workflow gapsAudienceSkill level: IntermediateAttendees should be familiar with creating generic inquiries and joining multiple tables.Presented by Neil Cantral | Director of IT | Acumatica MVPWilmar, LLCRecording BelowPresentation Attached

Hi All, I have a bit complex task assigned to me.I'm working on customizing a report in Acumatica Report Designer  Sales Profitability by Customer Class report. I want to add a GroupBy parameter that allows grouping the data by Weekly, Monthly, Quarterly, Yearly, or 5-Year periods. Like if Select the Quarterly it should the prior 3 months data and it should be visible inside report too. Any Idea on how to this task? Any help would be great.Thanks

We are trying to run an import scenario to update all rows in Forecast that match our criteria.  We have the following XLS data provider. And this import scenario:There are multiple records for each inventory ID as well as each warehouse, that differ by the begin/end date.  We want to update all records that match the inventoryid and warehouse specified in the data provider but the import scenario only updates the first match and moves on to the next record.How do I configure the IS to match all records instead of just the first match? Thank you in advance.Matthew

I am adding customers with the ERP api. Part of this process is assigning the default salesperson to the customer. For things like the MainContact/Address, I can just $extend the customer entity being saved, but this does not seem to work for Salespersons, How do I attach a default salesperson to a customer with the api?PUT /20.200.001/Customer?$expand=Salespersons,MainContact/Address{..."Salespersons": [        {            "SalespersonID": {"value": "SALEPERID"},            "Default": {"value": true}        }    ]...}This will result in 200 OK, but no Salespersons will be assigned to the customer.{..."Salespersons": []...}What do I need to do to get this salesperson assigned to the customer?

Hello everybody, a few days ago I was working with a report but I saw although the information its correct, the report give me information duplicate (in disorder). I add the screenshot of relations and report:Relation Tablessomeone have idea about how fix this?

Hello,Our controller asked me to post this question on the community. Can you please let me know what he is questioning? Why does Acumatica AP module put a BL as a prefix to the AP ref number?  This is a system generated number that is not manually entered.   

I did not think this was possible until i noticed on the Customer record on the mobile app you can open the Appointment History (Appointment Summary) screen.On the Customer record there is an Action called Equipment Summary which opens the Equipment Summary GI.When i try and add this to the mobile app the action is there but when i click it i get a redirect fail I have tried changing behaviour to void and also changed recordAction to ViewEquipmentSummaryInquiry but keep getting same error. I also tried redirectToScreen = “FS400200”  

Hello,I am trying to put a negative quantity in a subcontract line item, but it errors out.Anyone have a work around for this that doesn’t require a debit adjustments.  I am trying to keep all the details on one invoice. We create the invoice for subcontractors and tie them off to each pay applications.  If we create multiple invoices it creates confusion. I found I can put a negative dollar value which makes the $ side work, but i don’t think it will work on the total qty side. Thanks,Jeremy  

1. Truncated Module Menu DescriptionsSome of the module menu names are too long and get chopped off, making it hard to figure out where to go. Right now, you have to hover over them to see the full text, which is kind of annoying. It’d be so much better if the full names just showed up without needing extra clicks or hovering.2. Misleading Validation in Generic Inquiry FormulasWhen you’re setting up formulas in Generic Inquiry, the validation check isn’t always reliable. It might say everything’s fine, but then you run the inquiry and—bam—errors pop up. That’s frustrating because you think you’re good to go, but you’re not. Fixing this so the validation actually catches problems before saving would save a lot of time and headaches.3. Complex Procure-to-Pay Process and Billing InaccuraciesThe whole Purchase Requisition > Purchase Order > Receipt > Invoice > Payment flow can get confusing, especially with partial receipts and returns. The system lets you bill for the full amo

Dear all,I am using Acumatica 24R2 and encountering an issue when creating an SO Invoice from a Shipment, as described below:I have a shipment with 2 lines (2 items) and would like to generate 2 SO Invoices from this shipment—one invoice containing 1 lines and the other containing 1 remain lines.However, whencreate the invoice, the system displays an error message: "Sales Order/Shipment cannot be invoiced partially."Could you please assist me in resolving this issue?Thank you very much for your help!   

When our company was moving into ACU supposedly we were told that Acumatica could use per-determined rules to disperse specific expenses into each of our branches.For example:Any marketing expenses will be dispersed via the followingBranch A 29%Branch B 30%Branch C 41%I could not find a way to do this so I am assuming I may need to do this manually?

Hi is there any possible to edit this?i want to edit the quantity but status is completed  Thank you

What is the best way to record and track employee time off so that it not only flows through payroll but also onto the appointment/scheduling board?  Any options other than creating an appointment or work order and scheduling everyone through that?

Hi everyone,I'm looking for guidance on integrating Acumatica with freight providers (e.g., EasyPost, StarShip) and configuring freight costs and sales prices. Specifically, I need help with:1. Setting up the integration with a freight provider for real-time shipping rates.2. Automatically pulling freight costs into sales orders.3. Configuring sales prices for freight charges based on weight, zone, or other criteria.4. Best practices for handling manual freight entries when needed.If anyone has experience with this setup or knows of any training materials covering these topics, I'd appreciate your help!Thanks in advance.

 H Everyone.i setup a consolidation tenant to consolidate 5 tenants. I was able to synchronize with 4 tenants. The 5th one throws this error. This occurs when I try to synchronize this tenant LIST OF TENANTSERROR WHEN I SYNCHRONIZE  

Hi there team, We have wondered why the Company Financial Calendar doesn't default to the same current open financial year? Rather annoying that we have to scroll to the actual year, rather then just open screen and the open/close periods.  

Hello All, Anyone have the basics for an Import Scenario to do a mass update to the Cash Account on the Default Vendor Location Record they would mind sharing?  Thanks in Advance.

I’ve seen a few posts & blogs about this topic but still can’t seem to get the syntax correct.  I have a DAC extension table against the Customer DAC named “ZZCustomerExt”.  The Selector/Restrictor attributes for the custom fields work fine in a custom tab on the Customer screen.  I added the same field to an SOOrder DAC extension table (value copies but is changeable), but the syntax isn’t correct for my join.  How do I reference the Customer DAC extension table correctly in order to restrict by another field in that DAC extension (contractCode)?  [PXDBInt()] [PXUIField(DisplayName = "Commission Parent")] [PXSelector(typeof(Search2<Customer.bAccountID, InnerJoin<ZZCustomerExt, On<ZZCustomerExt.bAccountID, Equal<Customer.bAccountID>>>>), typeof(Customer.bAccountID), typeof(Customer.acctName), SubstituteKey = typeof(Customer.acctCD), DescriptionField = typeof(Customer.acctName))] [PXRestrictor(typeof(Where<Exists<

Hello - Is there a way get the Ext Price field on the AR Invoice screen to calculate to 4 decimals? So rather than rounding, it takes the exact value of Quantity x Unit Price? See below..  

Hi, We have a form that has an embedded image in it. I need to use this image on a different form. Is there a way to download this image. The image is a jpeg. I only see the ability to add a new image or delete an image. 

Meet Joel Hoffman our Acumatica Community Featured Member for March 2025. It’s great to have you as part of the Acumatica Community ​@joelhoffman!Hi everyone, I’m Joel Hoffman, Director of Product Management for Construction at Acumatica.  I have been with Acumatica almost 6 years.Since graduating high school and thinking that “these computers may go somewhere”, I have been part of the technical community.  I have spent most of my career in the Construction technology sector and witnessing how things evolved is incredible.  I commend the companies that have been leaders in technical adoption and the ways construction has been improved, especially with constant change and challenges faced.I’m from the Philadelphia, PA area and enjoy the change of seasons we experience each year, from Winter to Spring, Summer and Fall.  As an avid Philadelphia sports fan, especially the Super Bowl Champion Philadelphia Eagles, where I have been a season ticket holder for more than 35 years, fall brings a

I am having one heck of a time configuring a clearing accounts to use them for bank deposits. I’m using the guide from here: https://fedcoseeds.acumatica.com/(W(29))/Help?CompanyID=Test+March+2nd&ScreenId=ShowWiki&pageid=323644f1-ea34-4377-92bc-c1fcb4a86d05 But I must be misunderstanding something. I created the clearing account: I did not put any entry types.I made sure the clearing account could be use in the Payment Methods  I created a test sales order, made a prepayment using the clearing accountI go to the bank deposit screen and enter the following:  But when I click “Add Payment” I cannot get the clearing account to appear as an option: I’m sure I’m just missing a small connecting piece.Thanks!

I’m trying to upload my customer information list and I keep getting an error in my import by scenario. I just want a way where Acumatica doesn’t pay attention to the way the postal code is written and have it upload the format that I have it as.This is just one example but I have many other countries as well