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This Import Template has been used before but i can’t figure out what it is blanking out the Product Manager field on the stock item record rather that copying over it.  my goal is to mass update this field    Below is the Import Scenario.   My Import Template has the three field required and i am getting no errors.  it just blanks out the Product Manager rather than putting in the new value.  Note: I added Description to the template because is kept asking for it even though it is not in the scenario.  

I have a business event I’ve been fighting with for a few days.  It works in our Sandbox.  The purpose is to move a debit adjustment from one vendor to another by creating a credit adjustment tied to a clearing account, and applying that credit adjustment to the original debit adjustment and then creating a new debit adjustment on the new vendor.It’s driven by a UDF on the APInvoice.  In Sandbox, the user fills in the destination vendor number on the UDF, and the system sees the new value (the BE is setup to monitor all fields on the GI, and trigger when “Record Inserted”) and the BE fires.I copied (exporting the GIs to XML) everything from Sandbox to Live, and it refuses to fire.  I can change the BE trigger to be Action, and then go into the GI and fire off the action from the … menu and it works perfectly.  But if I change it back to trigger by record change (Insert), like it is in Sandbox, it fails.The GI does have a join that links the UDF to the Vendors table (UDF Value = Vendors

how can i remove edit option on customer field in custom sales order screen(allowedit true in aspx), tried setenabled in graph did’nt work PXUIFieldAttribute.SetEnabled<SOOrder.customerID>(Base.Document.Cache, null, isEnabled: false);

Hi everyone,I am trying to restrict the Order Number field from certain roles and it seems to not be working, I don’t understand what could be the reasons to further investigate. At the moment I have it as view only and it works in the side panel but not on the same tab, new tab, or popup screen method.Could anyone shed some light to help? Below is the screenshot where I have restricted to view only. Under Sales order screen. Thanks,Clauber

Hi, everyone!   I am a Staff Software Engineer at SPS Commerce.  I have been in the ERP space since 2006, and I have been an Acumatica Developer since 2013.  Having worked on multiple ERPs, Acumatica is by far my favorite, and it has come a long way since I first saw it.As my work with Acumatica grew, I became a more active member of the Acumatica community, getting involved via blog posts, answering community questions, giving occasional talks, and participating in hackathons.  My efforts have been generously received and I was invited to become an MVP. I have had great experiences and made friends as a result of “putting myself out there” in the community.In my personal life, I am very blessed to be married to a wonderful woman and to have two amazing kids.  My list of hobbies these days mostly revolves around my small children, meaning that I am very well read on the topics of dinosaurs* and whales* and am reckoned an intimidating force in the arts of Four Square and Mario Kart***. 

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 Summit 2025 Breakout Presentations - Consolidated 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 intere

We are currently opening a new branch dedicated to mechanical maintenance of vehicles (Appointments). We are looking for a solution to re-invoice these appointments to customers, whether internally (for the fleets of the different branches) or for external customers.I started exploring Acumatica, but I noticed that there are several concurrent windows, such as Equipment (FS205000) and Vehicles (FS203600).I read the help but it does not allow me to understand the distinctions.I want to be able to track costs on my vehicles. I want to be able to see if I change the same part too often (warranty/claim to the supplier) I want to be able to do periodic monitoring (inspection every 4 months for example) In addition, it seems that a vehicle cannot be used as target equipment. Do you know why?Could I extend a vehicle to a Target equipment?Does anyone here have a good command of this suite and could guide me?

The customers are greyed out on the mobile app. staff want to add activities against the customer. at the moment we can only do this against the contact or lead

I am trying to change an Inventory ID on an existing SO Line via REST API. It seems the SOLine_InventoryID_FieldUpdated logic is interfering with this. Setup:Create an SO with an inventory item (mine is 011705) Have at least 2 warehouses available Have another inventory item (mine is 011706)In Postman, I PUT to /entity/Default/23.200.001/SalesOrder?$filter=OrderNbr eq '180214'&$expand=Details&$select=OrderNbr,Details/InventoryID,Details/WarehouseID{ "OrderType": { "value": "SO" }, "OrderNbr": { "value": "180214" }, "Details": [ { "id":"fb135987-eeea-ef11-912e-00d86198c979", "WarehouseID":{ "value":"GREEN" }, "InventoryID": { "value": "011706" }, } ]}If the new part has a default warehouse, this request will go through, but the default warehouse will be used instead of the warehouse I sent:{ "id": "68fc2b59-eeea-ef11-912e-00d86198c979", "rowNum

I am trying to make an import scenario to update posted cash transactions to show them as cleared with a cleared date from a file. I see where screen CA.30.30.00 allows me to manually do this process. However, I can’t make an import scenario to accomplish this. Has anyone had any success with this? Ideally we will receive a file from our bank nightly. This will run an automatic file sync and import scenario to update these records daily. So far I haven’t been able to accomplish doing any updates during an import scenario I've tested for CA.30.30.00. Any help would be greatly appreciated. I’ve attached one example of what I'm going to update for testing.If this isn’t possible, how else are people importing the cleared data automatically?  

Hi Everyone!I'm Michael Shirk, a Solutions Developer at Pine View Buildings, based out of Statesville, NC.We're an Acumatica customer - a manufacturer of highly customizable storage buildings, with our own sales and distribution networks. I've been with Pine View Buildings since 2019, and have worked with Acumatica in some capacity since 2021.As a developer for a smaller Acumatica customer, my responsibilities include meeting with department heads and other stakeholders to review opportunities for process improvements or entirely new processes, developing the customizations to support those processes, and then providing user training and overseeing implementation.Whether it's a small report or GI, or a complex integration with an external SAAS platform, it's fulfilling being at a small enough company to take ownership of projects from discovery through implementation. I have the privilege of seeing the impact of my work on a daily basis.Being named one of the 2025 Acumatica MVPs has be

I appreciate being recognized with another MVP award! I am currently (as of writing this post) ranked 4th highest Community contributor of all time. I also regularly contribute to the helpful Acumatica Developer Discord server. The truth is that in addition to feeling good about helping people solve problems, it’s highly effective marketing for my business. It gives me credibility and connections to people looking for my skills.I’ve had the pleasure of helping businesses make the most of their ERP investment since 2018. I specialize in solving technical problems, but my niche is writing customizations.Over the past four years, I've built a thriving independent practice working with several VARs and many end customers. With more than 185 successful projects under my belt, I've handled everything from simple field customizations to service integrations. I get my dopamine from simplifying complexity. I love when I can solve what seems like a complex business problem with several lines of

Hello everyone!My name is Truong Pham, and I am based in Ho Chi Minh City, Vietnam. I am truly honored and excited to once again be recognized as an Acumatica MVP 2026.Being named an Acumatica MVP for two consecutive years (2025 & 2026) is a significant milestone for me. The 2026 MVP recognition is especially meaningful, as it reflects my long-term commitment and consistent contributions to the global Acumatica Community.My Journey to Acumatica MVP 2026. Over the past year, I spent more than 300 hours learning and researching in order to answer questions on the Acumatica Community. I am proud that over 100 of my answers were marked as “Solved” by the community members who asked the questions. These results represent my strong desire to deliver practical value and help others successfully implement and use Acumatica ERP.To me, being an MVP is not just an award, it represents trust, responsibility, and continuous motivation to keep contributing, sharing knowledge, and supporting the

I am trying to create a generic inquiry that returns the following fields:Orginating BranchTransaction in Originating Branch:Destination Branch, From Account To Account, Offset Account, Offset SubaccountTransaction in Destination Branch:Destination Branch, From Account To Account, Offset Account, Offset Subaccount I have the tables I need I am just not able to link them the right way. BranchAcctMapFromBranchAcctMapTo Has any one created an inquiry similar to this?ThanksColeen

When referencing an email address in a notification message, is it possible to use a mailto: link in the message? If I use mailto: in a link in the richtext visual mode, it prepends an http:// in front of it when saved.  If I edit as html, it removes the mailto: when saved.

Hello Acumatica community!We are rather new with Acumatica but have been receiving some complaints from users when entering Sales Orders in the system because the codes entered don’t match with the selection the system does, especially comparing with the previous system.When entering inventory items in the Sales Order screen (SO301000) using the inventory ID code the search return a result from the description found in the middle of the string instead of the first few characters, so the user ends up selecting the wrong code. The user was expecting to have the same results as he entered. Below, when searching for ef1 the first expected option would be “EF1 - EF1” and not “DXPT1-EF1”, thus rendering the problem.We found out that by changing the “Search Condition” in the site preferences, the behavior of the field is the one we would like. However, this affects the whole system, we would like that to affect only one screen or GI.I was able to find a topic from 2 years ago with the same pr

We have created a custom view which has been published to our database for use as a table on reporting. I have linked it in reoprt SO644000 (Pick List) but it is not working properly. We will call this view ViewX. The goal is to pull the COO column value into the Pick List report (SO644000). This view is linked to SOShipLine.InventoryID using field ViewX.InventoryID. When I run the report, it appears to only pull in the COO value for the first line item in the report detail section. Based on the ViewX data…Row 1 for item 1219870 correctly shows the COO value of TW.Row 2 for item 7X0818 does not pull in the COO value of CA...it instead repeats TW (which is incorrect for line #2). Is this a grouping, sorting, or other issue in the report schema? I’m new to Acumatica and I have not been able to find anything pointing to a possible solution. 

Does anyone use or know if you can have multiple revisions for a stock item that you can make active or inactive, etc just like the Bill of Material module allows you to do?

We are running the “Historical Inventory Valuation By Item and WHS” report and I have been asked to insert a “Locations” column, but keep getting the below error:Is there someone who could explain to me why I get this?  

Hi! I am trying to create a generic inquiry that would show the changes of a specific field, where on the GI a column shows what it was before, and what it is after the change.This field is enabled for audits. I checked both AuditHistory and AUAuditValues DAC, both data source contains information like change date or what field was modified, but it does not actually show the old and new value of the field.Are the changes in audit history reportable? If so, what DAC should I be looking at that would show the actual value changed?Thanks!

Hello experts,A user gets “undefined: cannot set properties of null ( setting 'lastCompany')” error message when they try to drill down into the details of the monthly P&L. We are unable to replicate it even when you sign in as the user. They only get it when they sign into Acumatica with their profile. This happening to one user and report is a custom oneAny ideas?

What is the best way to have the system apply a particular set of prices to an opportunity based on the class or attribute of the lead or opportunity ?It seems to bring in the base price of the item until the opportunity is linked to a Business account and after linking the business account to a price class.It seems a long way around. Thanks James 

 I have 2 Field Attribute Custom: Name and Short Description (using customization Project).On the Import Scenarios page, I added the mapping to 2 Fields Name and Short DescriptionAt Data providers I also added 2 fieldsHowever, I use Import by Scenario to import my items into stock items.Then the Import items successfully but the two Field Attribute Custom are Name and Short Description it is null. I don't know if I was wrong or where the config was missing? But my Attribute Custom Fields cannot set Value?

Hello, We are changing our internal Business Account Classes and have been told by Acumatica we cannot delete or mark a Business Account Class as inactive, even when all records have been updated to a different class.  This feature would be beneficial, as I have slim options to prevent users from using the class we are attempting to remove.  This option is available for Customer Classes, but not Business Account Classes. 

We upgraded to 2024R2 and we have 2 issues that need help to resolve:When we email quotes or SO it defaults to the account email and not the contact in the SO form? this is new in 2024R2 for us We have a message that pops up in the SO or invoices in the description field when saved or copied, the message is “keep”, can this be removed or what is the purpose?