Discussion Forums

I had found the approval map on source document, but I am hard to read it. May you please know the course Name or Book? Ex. F100 Basic Finacial. Thanks so much in advance.  

Hello,I am looking for clarity on the Process Bank Transactions > Match to Expense Receipts workflowSubmit (but not claim) expense receipts.  Import bank transactions Process Bank Transactions > Auto-Match System found a match Process Bank Transactions > Process Nothing happened to the matched expense receipt. Ie. Same status and not claimedIs this how it is supposed to work? Do I need to manually claim the expense receipt?

Does anyone have a process in Acumatica to inactivate their vendors in the database that are no longer being used?  

We use cases and tasks to manage our customer requests. We have two classes, support and project.  For support cases we have an SLA of 2 days to solve the case.  Project cases have work tasks associated.  Do others use this module this way and if so, how do you properly report on SLA’s, open and close times, time to complete?  Do you have any dashboards that are native to Acumatica that you use?

Is it possible to change the hyperlink in a financial statement from the General Ledger Details report to a custom report? If so, can this be done per report or would be for all reports?

We run a few automated process overnight, confirm shipments, prepare invoices, release invoices.Occasionally there are errors in this process, where a shipment or invoice is held back from being processed for some reason.Is there a way to set up within Acumatica, where these error message are emailed to a specified email address?This is to with the aim to be more efficient, rather than going into that process, to see if there are any errors.Thanks,

When entering a Barcode value in the Inventory ID field on the Issues (IN302000) screen, the error raised:i tried to do a customization to add that feature by adding the AlternateID and the CrossItemAttribute using this code: public class INIssueEntryExtension : PXGraphExtension<PX.Objects.IN.INIssueEntry>{ [PXMergeAttributes(Method = MergeMethod.Append)] [CrossItem(Filterable = true, BqlField = typeof(INTran.inventoryID))] [PXDimensionSelector(InventoryAttribute.DimensionName, typeof(Search2<InventoryItem.inventoryID, LeftJoin<INItemXRef, On<INItemXRef.inventoryID, Equal<InventoryItem.inventoryID>>>>), typeof(InventoryItem.inventoryCD), typeof(INItemXRef.alternateID), typeof(InventoryItem.descr))] [PXUIField(DisplayName = "Inventory or Alternate ID")] protected virtual void _(Events.CacheAttached<INTran.inventoryID> e) { }}The AlternateID column succssefully appea

I'm working on a custom script to automatically update the external ID and description of an employee after the record is inserted into the Data Maps table for Type "Employees."I created a simple Inserted event to test the trigger, but I'm encountering an error.using System;using PX.Objects;using PX.Data;namespace MYOB.AdvancedLive.People.Objects.PP{  public class MPTimesheetDataMapMaint_Extension : PXGraphExtension<MYOB.AdvancedLive.People.Objects.PP.MPTimesheetDataMapMaint>  {        protected void DataMap_RowInserted(PXCache sender, PXRowInsertedEventArgs e)        {            PXTrace.WriteInformation("DataMap_RowInsertedevent triggered.");            var datamap = e.Row;            if (datamap == null)                return;             }  }} 

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 Congratulations to our 2025 Acumatica MVPs!At Acumatica, we’ve made this collaborative mindset our Rallying Cry: “Building the Future of Business, Together.” It means we and our customers, partners, and creators rely on each other to succeed in today’s digital and—let’s be honest—uncertain marketplace, and there are many in the Acumatica Community who elevate this collaboration to a different plane.Read the Blog Here AI Support Agent Pilot - Need more volunteers! How to Answer Questions on Acumatica Community - We need everyone’s help!Active Participation is needed from every Community user; everyone can provide valuable input using their individual skills and interests

Either this is a bug, or I’m missing something simple.On the PO505000 Create Purchase Orders Screen, fields from joined DACs are always empty.Controls for Joined Data FieldsThis works on other grids, and I don’t see any difference on the Create Production Orders screen, but it’s not working and a lot of the columns on the screen are empty.Any Ideas?For example, the customer name column is added, and the column is visible on the grid, but is always empty. 

Hi EveryoneI have provided details to some of my colleagues on downloading the mobile app but they are having issues gaining access.I had originally set up 2FA and the app was requesting an access code but no notification anywhere of what the code is.I followed the basics for them to remove the app entirely and reinstall after I removed the 2FA. It is still requesting a code.I even generated access codes but none of these are working.Any ideas?Thanks!

Client has a Physical Inventory Type with Generation Method = By Inventory, and Select Method = List Of Items. When the PI is in Data Entering Status, they are not able to count new Items that were not in the original List of Items due to warning “Combination of selected Inventory Item and Warehouse Location is not allowed for this Physical Count.”Is there a way to count new Items or is this is how this PI Type is supposed to work?Thanks

I have setup an email account for sending from Acumatica. When I send an email, for example using the email form attached to the Sales Order print feature, the email is not sent immediately. If I go to Send and Receive Email and “Process All”, it sends the email. What am I missing here in terms of setup, to get the system to send email as soon as the email is submitted to the system to be sent?

I’m trying to add a button to the Sales Orders list - S301000PL. I’ve defined the action in a Graph Extension and see it available as a ‘Graph Action’ on the Customization Project screen (SCREENS → SO301000 > Actions). The action is available on the drop-down panel on SO3010PL alongside the standard options.Clicking the action gives the error “At least one record hasn’t been processed”Trace gives:Autofac.Core.Registration.ComponentNotRegisteredExceptionThe requested service 'PX.Data.DacDescriptorGeneration.IDacDescriptorProvider' has not been registered. To avoid this exception, either register a component to provide the service, check for service registration using IsRegistered(), or use the ResolveOptional() method to resolve an optional dependencyI have set a breakpoint within the action handler, but it doesn’t get hit.The action is defined by this code:     public class SOOrderEntry_Extension : PXGraphExtension<PX.Objects.SO.SOOrderEntry>    {        public override void I

Hi everyone, I’m Josh Wright! I work for HemaSource, a customer of Acumatica’s Distribution Edition - distributing medical supplies.Here are the top 3 things I’m excited about heading into 2025:Order processing improvements – I’m hoping to leverage newer features like Manage Sales Allocations and Order Orchestration. We’re still figuring it out, as our current process is pretty complex with multiple warehouses and fulfillment strategies. Migrating our customizations to the new UI in the next upgrade. It’ll be a fun challenge to simplify and improve our custom work. Meeting more of you in person at Summit, in addition to my regular meetings with the Distribution CAB and the in-person Utah User Group!Please reach out if you would like to talk ideas and problems! I can help out with Distribution, Customization (C# and low-code), the test SDK, and Private Cloud Hosting.Personally, I like building and being outdoors —whether it’s home renovations, woodworking, or electronics. I also enjoy s

Hi,We’ve recently adopted Acumatica for our business and currently in the implementation phase.I am trying to add the PO owner who is ultimately the purchase invoice approver to the Invoices and Adjustments GI but am failing miserably on the relations from adding data tables. I’ve added employees, users, and EPApproval, but either get random approvers, blank, or invoices duplicating.Ultimately, I am trying to create a widget on a dashboard so our PM’s can see that they have an invoice to approve.Any ideas?Thanks!

I’m Naveen Boga, a passionate Acumatica developer with a deep-rooted commitment to this ecosystem since 2016. Over the years, I’ve had the honor of receiving 5 consecutive Acumatica MVP awards—an achievement that reflects my dedication to knowledge-sharing, problem-solving, and fostering innovation within this incredible community.For the past year, I’ve been working as an independent consultant, a journey that has allowed me to work directly with clients, understand their unique challenges, and create tailored solutions. This experience has been both fulfilling and inspiring, as I’ve witnessed firsthand how Acumatica continues to empower businesses worldwide.My expertise lies in technical problem-solving, particularly in customizations and integrations. Some of my key focus areas include:Architecting and delivering complex business solutions tailored to clients’ specific needs. Collaborating with VARs and end customers to enhance and optimize their Acumatica implementations. Performan

Hello friends, I’m Jennifer Douglas. I am a wife, and mother of three, as well as the Information Technology Manager for Tobacco Rag Processors, Wind River Tobacco, and US Tobacco de Mexico. I consider myself a professional chaos manager both at home and work. My children, 18, 10, and 8 are the center of my world and my reason for working as hard as I do. I love attending their club soccer tournaments, piano recitals, school events, and spending time nightly helping with homework and practices. It’s a nonstop full sprint every day and I try very hard to schedule any travel in such a way that I don’t miss the important events. I’ve included photos of my personal circus, from Easter last year, and the annual matching PJs for Christmas, with Pops and my daughters longtime boyfriend getting in on the fun.I come from a large Italian/Irish/Germain family and as the only girl I thrive in friendly competition. I played sports all through school and to this day don’t back down from a challenge.

 Hello!I’ve been trying my own to figure this out but couldn’tI saw there is two ways for doing this, one is creating a unit set and the other one, that I prefer, is create a column set.As you can see I was able to create two columns but I can’t call the branch I want, instead, the two of them are called together printing the same calc in two different columns.Can you help me? I need to enter a value somewhere to get the branches separatelyThis is my column set Thank you!

Good day,I have a business event that is throwing system errors.  (i have the same event working for another notification for PO Pending Approval emailing workgroups members) The purpose of this one is to send the workgroup members an email when a Quote is pending approval.  I set it up the same; the GI works fine.  I have attached the Business Event and GI.  Below is the system errors.  Any ideas and the issues?  Also, it seems to fire on it own.Thank you for your assistance in advance.EvanCustomMessage = Too many events of this kind (EventID).EventID = BPEventNotifications_SendingFailedEventIdSourceContext = BusinessEventsBPEventName = NXT-Workgroup Notification-QuoteContextScreenId = SM502030ContextUserIdentity = adminCurrentCompany = Critical Infrastructure HoldingsEventID = BPEventNotifications_SendingFailedEventIdSourceContext = BusinessEventsException =System.ArgumentNullException: Value cannot be null.Parameter name: key   at System.ThrowHelper.ThrowArgumentNullException(Except

On expense receipt screen we need customization.We need to add Customer and Customer Name for mobile app.(We can easily add Customer Name for web).But for mobile app. How can we add additional field.Original Acumatica Code:[PXDBInt][PXUIField(DisplayName = "Project/Contract")][PXDimensionSelector(ContractAttribute.DimensionName,typeof(Search2<Contract.contractID, LeftJoin<EPEmployeeContract,On<EPEmployeeContract.contractID, Equal<Contract.contractID>,And<EPEmployeeContract.employeeID, Equal<Current2<employeeID>>>>>, Where<Contract.isActive, Equal<True>, And<Contract.isCompleted, Equal<False>, And<Where<Contract.nonProject, Equal<True>, Or2<Where<Contract.baseType, Equal<CTPRType.contract>, And<FeatureInstalled<FeaturesSet.contractManagement>>>, Or<Contract.baseType, Equal<CTPRType.project>, And2<Where<Contract.visibleInEA, Equal<True>>, And2<Feat

Hi, I’m Dave Munson and I own Saddleback Leather Co. We make the longest lasting, over engineered leather bags in the world. Our bags are so durable that we offer a 100 year warranty.  I designed the first bag while I was teaching English in Mexico over 20 years ago and I’ve survived terrorists, swindlers and an assassin to build the Saddleback brand. I’m married to my hot wife, Suzette and we have two children, Sela and Cross and a whole bunch more in Rwanda.  We moved to the Fort Worth, TX area in 2016 and live in safari tents.  I love traveling and meeting people all over the world.  Probably the coolest experience I’ve had recently is walking with lion’s with a king in Zambia. Acumatica has helped our company by creating a seamless integration with our Ecommerce platform Big Commerce. Additionally, the customizable dashboards and modules have allowed us to tailor the platform to our unique needs. The real time inventory tracking, planning and data analytics and reporting have been

I’m Andrew Pistorius and I’ve been in the Acumatica community since 2022 when Mid-States made the jump from a combination of QuickBooks, spreadsheets and disconnected on-premise  systems to Acumatica. I serve as CFO at the Iowa-based, family owned and operated business, but have had lots of experience with data, systems and reporting in my career, so I led the charge on implementation, user training, customization and process enhancements (along with the support of our VAR).  It’s been really fun to find new corners of the system that can solve problems and enhance processes for the business, which has grown in both scale and sophistication since go-live. I’ve had the opportunity to present the last three years at Acumatica Summit on various ways we are finding success using Acumatica and enjoyed the conversations it sparked with others. We usually end up with a new idea from the Summit and have appreciated the organic nature of relationship building there.I’m from central Iowa, and th

I have created a custom screen which contains two grids in separate tabs. one grid is a read only grid. while other grid allows to CRUD operations. In this grid I use fully custom DAC. when I trying to insert data, even when insert correct values (not null) for each column sometimes it gives “cannot insert values to columns since null”.  Even I set values after clicking save button it inserts an empty row as above.DAC:using System;using PX.Data;namespace EMPPlanningToolR4N5{ [Serializable] [PXCacheName("PTFillerReelWidths")] public class PTFillerReelWidths : IBqlTable { #region Width [PXDBInt(IsKey = true)] [PXUIField(DisplayName = "Width")] [PXDefault(0)] public virtual int? Width { get; set; } public abstract class width : PX.Data.BQL.BqlInt.Field<width> { } #endregion #region PaperTypeID [PXDBString(2, IsKey = true, IsFixed = true, InputMask = "")] [PXUIField(DisplayName = "Paper Type ID")] [PXDefault("##")] [PXSelector(typeof(PTPaperTyp

Hi, everyone!I’m the Tech Solutions Director at Interastar and have been an Acumatica Developer since 2014. My expertise lies in architecture design and custom integrations. After attending my first Acumatica Summit in San Diego and participating in the first Acumatica Hackathon, I became actively involved in the Acumatica developer community. In 2018, I was honored to become an Acumatica Developer MVP. Since then, I’ve had the privilege of helping the community grow by writing blog posts, answering questions, speaking at Acumatica DevCon and Summit, participating in hackathons each year, and collaborating with fellow developers on open-source projects like Acumatica Surveys.For me, being an MVP means having a responsibility to help other professionals improve their skills with Acumatica so they can create value for themselves and their organizations. It also gives me the opportunity to connect with talented people, make new friends, and learn from their expertise.I live in Mexico City