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Hello, Does anyone know how to remove predefined selections from a drop down in a GI? This is from the opportunity screen. There are some of these items in this list we do not use and was requested for those not to be seen as they are not active in our setup or being used on the opportunity stages.  

I'm working on creating a generic inquiry for users that displays their screen access rights in Acumatica such as Revoked, Delete, etc.—but I haven't been able to fine any table that stores this data. Has anyone attempted this before?

where would I find this information so I can write a GI?

Hi, I'm David Gelula — the managing principal at Revive ERP, a dog lover, and now a proud Acumatica MVP for 2025. Being an Acumatica MVP is more than a title to me—it's an acknowledgment of Revive's company-wide culture of innovation, teamwork, and dedication. I oversee our corporate services at Revive—from finance and legal to HR.When I'm not running Revive, I'm probably running to vet appointments. I'm deeply involved in a cause that's close to my heart. I foster and care for special needs and hospice pups. My six fur babies at home are just the start of my lifelong mission to give every dog a second chance. Beyond work and dogs, I'm a huge Star Wars Superfan (yes, I've won the Star Wars Superfan contest three times on Disney Cruises!) and a dedicated supporter of my beloved Chicago Bears. I'm lucky to share my life—and my love for humanity's best friend—with my incredible wife and best friend, Becky. Thanks for stopping by to get to know me. I'm always open to new connections and op

We have had requests from clients to add information to the header of the AIA Report but are unable to connect the tables due to the way the report is designed. One example was to add the Primary Contact from the Customer screen which does not work. This is due to the way the report is structured. You can only use the available tables because the report was designed to not edit beyond the available tables. This should have been an Idea and I am adding as an Idea.  

The DHCP range was entered in the IP Filter tab in user security.  The access history showed a different IP Address for users which must be the router address instead of the device/computer.   Everyone’s IP filter was changed to match the router IP which didn’t work.  Do you have any suggestions regarding the use of IP filters and if there are specific firewall/network settings that must be in place for this to work.  I tried using different browsers, clearing the history, before attempting the logins.  

Hi all, Trying to figure out if I am doing something wrong for the MFA.When activating and enabling MFA it generates the codes as needed and I can also utilize the Acumatica for help with it, yet when I want to login to the Mobile App, I either do not get prompted to enter a Code.The Setting for MFA is set to Required so it should prompt for a known device as well.Is this something that is not available for Mobile App Users?If so, this is a huge Security Gap it seems like. I just feel like I am missing something in terms of Set-up here.

I have a customer exposing dashboards to the mobile app.   When the flag to expose is set on the dashboard it will appear on the mobile.  But later, without any changes, the dashboard is not on the menu of the ios mobile app.  Resetting the flag will sometimes resolveversion is 2022R118Is it required to expose dashboard via the Mobile Workspace?  Or can they simply use the expose flag in the dashboard settings?Has anyone had issues with dashboard on the ios mobile app?This has been presented to support but I am looking for community feedback - thank you   

Hi everyone We have a BOM containing subassemblies. These subassemblies usually contain the same work centres. Is there a way to merge the operations that share the same workcentre when they are phantom routed into the same production order?  So the same operation does not appear repeatedly from different subassemblies. Any suggestions on how we can achieve this? Many thanks. 

Hello!I am required to identify Whether the Invoice has been Reversed from the Invoice itself. The created Credit Memo has the connection saying that this is based on the Invoice but there is no visible information from the Invoice mentioning that this has been reversed. Is there any way that I can take this information from?Amanda 

Hey guys,Hopefully I can get some help on the topic. Currently we use Authorization Code to generate an Access Token.We help the client setup a new Connected ApplicationIn the Flow, we choose Authorization CodeWe setup a new Shared Secret and we set the Redirect URI to be our server from our application we store the Clients URL, ClientID and Shared Secret and use them as followsWe then load the following URL on the client sidehttps://*CLIENT_URL/identity/connect/authorize?response_type=code&client_id=CLIENT_ID&redirect_uri=REDIRECT_URI&scope=api offline_access&state=CLIENT_CODE This redirects the client to the website asking them to authorize.Once done, the client is redirected to our server and the server will store the followingaccess_tokenexpires_inrefresh_token When the access token has expires, we then use the stored refresh_token to generate access_token like thisMethod: POSThttps://*CLIENT_URL/identity/connect/tokenPost Dataclient_id: CLIENT_IDclient_secret: CLIE

Hi All, I am looking to create an actual to budget expense report by sub account for my managers on a monthly basis once close is complete - I have started this, but not complete yet. Does anyone have any implemented solutions you could share with me where managers of departments are seeing their budget to actual reporting? A few things:My managers do not have access to the finance module A PDF generated report would be fine - further details can be directed to Finance Anyone have a process that exports the file by sub monthly (with ease) Any security setup for viewing within the system? Granting access to the Finance module is not what I want to do.Any help and support is appreciated 

I have applied all formulas but its not workinganyone have an idea in 2025 

Summit 2024 RecapThank you for your interest and participation in the Acumatica 2024 Summit. Everybody left Las Vegas invigorated and excited to help us build the future of business together!Link to keynote recordings (sign up required): https://summit.acumatica.com/Summit 2024 Breakout Session PresentationsBelow are PDF versions of the PPT presentations from our breakout sessions.Core Sessions Type Link to PDF AI and Machine Learning: AP Document Recognition, Intelligent Text Completion, Anomaly Detection Informational pdf Business Data: Bring your Data to Life with Personalized Inquiries, Pivot Tables and Dashboards Focused Learning pdf CRM: Using CRM for Customer Service and Returns Management Informational pdf CRM: Filling the Sales Pipeline and Improving Closing Ratios Informational pdf Finance: Innovations in Expense Management  Informational pdf Low-Code/No-Code: Create Custom Workflows Without Coding Informational pdf Notifications: Automate P

I am trying to Update the below columns using Import scenario. Unable to find the correct mapping.  

Would anyone know if there is a posibility to update the start/end dates on an operation itself? i know you can update the actual work order but i would like to have seperate dates for each operation so each team have there own start date.Thanks!  

AP Doc Rec...incoming document recognized...non-inventory lines added to the detail with only a line description and an Ext Cost...upon “Save and Continue” the detail lines do not carry over to the bill and have to be reentered.Question...should the detail lines be carrying over? Am I missing something required in the lines?

All, A new opportunity defaults the Estimated Close Date to @Today. My sales team has asked me to default this to @Today + 14 (ie, two weeks). So I went here -- And created this -- I was going to change it here, but instead, Google Gemini recommended adding this C# file to a customization project: using PX.Data;using System;namespace MyCustomizationProject{ public class CROpportunityExt : PXCacheExtension<PX.Objects.CR.CROpportunity> { #region UsrMyEstimatedCloseDate [PXDBDate(BqlField = typeof(PX.Objects.CR.CROpportunity.closeDate))] // Corrected to use base field's BqlField [PXDefault(typeof(CROpportunityExt.GetDefaultCloseDate), PersistingCheck = PXPersistingCheck.Nothing)] // Use a custom method for the default value [PXMassUpdatableField] [PXUIField(DisplayName = "Estimated Close Date", Visibility = PXUIVisibility.SelectorVisible)] public virtual DateTime? UsrMyEstimatedCloseDate { get; set; } public abstract class usrMy

I’m trying to create credit memos via REST API and to do that I need the invoice related to a certain refunded sales order so that I can apply the credit memo on it, I looked the docs but I can only see how to retrieve all invoices, I also looked up the interface and apparently there’s no mention on the sales order anyway on the invoice page, if anyone has had a similar issue please advise !!

Hi,In appointments, in the log tab, we have the following line statuses:In Process Paused CompletedHowever the Details tab statuses are:Not Performed Not Finished Completed CanceledOur service technicians (property management) need to have the option to log “Not Finished” for a task for reporting purposes - what is outstanding on a service request. How would we go about to make this change.  I can find not preferences for appointment logs.

Is there a way to see if an item is in stock when creating a quote? You can do it from a sales order, but not from what we have found for a quote. Was also wondering about weight. We use that to quote freight, but that too is not available from the quote. One idea was to create a 2nd quote form that is used internally. Then add available inventory as well as weight from the other tables to the quote form. Has anyone tried to do it that way? 

I am attempting to help a friend get accurate information on the ACA Reporting screen. The data listed seems very unreliable. For instance, many employees are listed has having no hours from Jul-Dec of 2024. One long-term employee shows up in only one month, despite being paid weekly.I’ve scoured the web, but there seems to be next-to-no information about it.

I want to create a GI that shows the attachment/file Icon like this one on the Purchase Receipts GI. This will actually be the file source I am wanting to duplicate in my GI. 

We just updated Acumatica to Build 24.203.0023. After doing that our service technicians have been complaining about the App.When entering the Appointment List, the default setting is for the complete month (Feb. 1-28). Before the update we really could see all the appointments for the month on that list. Now it only shows the first few: Feb 1-12.If we select “Today”, we can see the appointments for today only, but if we want to see the appointments for yesterday or tomorrow, we have to manually go the filter and set a smaller date range such as this week only in order to see the dates before and after today.When restarting the app, it again goes back to the default complete month which doesn’t work.Anyone else facing this? Any suggestions? 

Hi All - I’m back from another epic Acumatica Summit!!I’m curious what hardware people are using to facilitate barcode scanning in support of warehouse operations (material moves, issuance, pick pack ship).  Are you using iPads, zebra products, others?  Thanks!Matt Bowman