Discussion Forums

Hi all.How do we change the default status of an AP Bill that was created from an Expense Claim? When we release an expense claim, the AP bill is automatically balanced. We want the AP Bill of an Expense Claim to be put on hold first for some reason. Thank you in advance.

Does anyone know of a way to have the AP Bills automatically Release when collecting the final approval? Our AP currently has to take an additional step to release all documents since they all just go into the Balanced status rather than Open when all approvals are complete.

Our employees that have basic access only to purchase requests are getting the following error when clicking “Print Request” on their request screen. Which access rights do I need to enable so they have the correct permissions? 

Hello Community, I was looking for a way to default the shipment quantity to 0 when creating the “Create Shipment” button on Sales Order or from the Process Orders screen. I thought I could just extend the “CreateShipment” method to accomplish this but not having much luck. See below for the code I have. Is there possibly a setting in Acumatica for this I missed or an issue with the code below? public delegate void CreateShipmentDelegate(CreateShipmentArgs args); [PXOverride] public void CreateShipment(CreateShipmentArgs args, CreateShipmentDelegate baseMethod) { // Call the original method to ensure default behavior baseMethod(args); Base.Transactions.Current.BaseQty = 0; Base.Transactions.Current.Qty = 0; Base.Transactions.Current.ShippedQty = 0; Base.Transactions.Current.BaseShippedQty = 0; Base.splits.Current.Qty = 0; Base.splits.Current.BaseQty = 0; Base.Transact

Hello,We have a custom PO form that was printing properly.  After an upgrade to 24R2, is prints smaller and does not use the entire page.  There are other reports doing this, I’m just using the PO as an example.  I opened and saved to server using the new 24R2 report designer without making any changes, but that made no difference.Wondering if anyone else has experienced this.Thanks,Larry

Hello! I am trying to get my user defined fields (attributes) on business accounts to copy over to the opportunity when an opportunity is created. Any ideas on how to make this happen? Thanks in advance :)

Hi,Our all customer sites are not accessible now. Server seems to be down. I have no notifications on version upgrades today. Is there any issue going on? 

its duplicating the ordernbrso how can i join the SOOrder and SOline, and make it pull from both side 

Our company uses LIFO accounting, which is generally only used in the United States, however it is GAAP compliant.I am just curious if there is any interest out there for a LIFO accounting module in Acumatica? We will probably write some software to calculate the LIFO reserve for our own purposes. We use dollar value LIFO. Thanks, Jonathan

Unable to open the report designer for a only for specific URL. I’m trying to do this in a upgrade sandbox and facing this issue. Even I have reportdesigner access in the access rights.  

All Transactions in the Move has Labor code assigned in the Work Center . what will the reason for not allowing to release 

Are Commercial Transaction counted across all Tenants including “test” tenants ?Are ERP Transactions counted across all Tenants including “test” tenants ?  

I successfully created a data provider for an external SQL database and can retrieve data using an import scenario. However, I’m struggling to build a Generic Inquiry (GI) that combines data from both the external database and Acumatica tables.My goal is to create a GI that pulls accounts on hold from our external production management system and compares them to the same account numbers in Acumatica. This would help our accounting team identify which accounts need to be placed on hold in Acumatica—an initial step toward future automation.Given that import scenarios can access external data, I would expect this to be a straightforward task. Any guidance on how to achieve this would be greatly appreciated.Thanks in advance!

Hello, I am getting this error message when logging onto the system. May you kindly assist? Thanks 

Hello. I would like the below report formatted like the one below it. The last picture is an export of the aged report modified in excel which requires some effort. If we can have the original report look like it then from the get-go, then that would be a great help.Basically, all accounts are listed under one heading instead of the heading being repeated for each customer. Modified report in Excel.  

Hi! I have an attribute that is using the EPEmployee Owner ID field. The schema field does not have an option to select owner description. This attribute is being used in business account, when selecting on the business account record, the owner name displays, example is Device Hub here: But in the generic inquiry, the attribute field is only pulling the ownerID number and not the name: Is there a way to link the employee owner ID to the owner name so the GI display the actual name not numbers?Thanks!

We went live with Field Service in July 2024.  The ONE thing we are struggling with is the requirement to add purchase order items as quickly as they are needed. If our guys are at the hardware store buying a variety of nuts and bolts, it is cumbersome to enter these details at the time of purchase for the techs in the field on their iPads or the people in the office.  In our former software (Sage 300 - and yes, we know it is antiquated), but we could have a blank Purchase Order and fill in the purchases later.  At the very lease, a blank purchase order alerted us that we have an vendor purchase against the appointment. Because of this limitation, we are not using purchase orders at all.  Have any of you figured out how to enter a blank Purchase Order in Acumatica?

I am trying to filter my API response to only make a get request of records from an endpoint of records that have to be greater than a specific date. I have tried to look at the documentation but unfortunately it does not contain any page on the documentation to give knowledge or show how this is done. When I add the filter parameters I get an error message as shown below : The error message is caused when I try to invoke the following endpoint also containing the filters required : {{endpoint_url}}ProjectBudget?$filter=LastModifiedDateTime_value gt datetimeoffset'11/10/2024 12:00:00 AM'​​​​​​​The endpoint URL is the specific company URL required to access the endpoints of the specific companyI require some assistance in being able to get past the error message so I can comfortably ingest data that is greater than a specified date.Will appreciate the assistance. 

For one of our projects, we set a single value to be selected from a box. However the box is still defaulting to one of the old value that we removed. I’m trying to have it default to the constant defined below, but everything I’ve tried either hasn’t worked or crashed the customization. Any way to set a default value for this box?public class custClass : PX.Data.BQL.BqlString.Constant<custClass>{ public custClass() : base("SB") { }}[PXDBString(2, IsKey = true, IsFixed = true, InputMask=">aa")][PXDefault(SOOrderTypeConstants.SalesOrder, typeof(SOSetup.defaultOrderType))] [PXSelector(typeof(Search2<SOOrderType.orderType, InnerJoin<SOOrderTypeOperation, On2<SOOrderTypeOperation.FK.OrderType, And<SOOrderTypeOperation.operation, Equal<SOOrderType.defaultOperation>>>>, Where<FeatureInstalled<FeaturesSet.inventory>.Or<SOOrderType.behavior.IsNotEqual<SOBehavior.bL>>>>))] [PXRestrictor(typeof(

Hey,I have a inventory balance GI. I’ve introduced some batch tracking to specific products, I’d like these to display on GI in the same way they do on an Inventory Balance report.Im close, but i cannot seem to get the Grouping/Conditions right to link the qty to the correct batch number. I just get duplicates indicating i have the total amount over two batch numbers.My GIIf anyone could assist or walk me through howto, i would appreciate that alot.

Hello Community,I have set this Override Prepayment to revoked for a sales role; however, when I log into a user who only has this sales role, I am still able to override the prepayment. Does anyone have any additional suggestions on how to get this to work? I do not want this role to be able to hit this override prepayments.  Thanks!

I’m Jini, based in Chennai, Southern India, and currently working as a Manager for the Acumatica Product Development team at Kensium. My team primarily focuses on developing integrations and customizations within Acumatica. With a strong background in ERP solutions, my goal is to deliver efficient and scalable customizations that enhance business processes.  For the past four years, I have had the opportunity to contribute to the Acumatica Community by sharing my knowledge, insights, and best practices. Much of this stems from the diverse projects and products we have worked on. I am grateful to the Acumatica team for recognizing my contributions to knowledge sharing and community engagement by awarding me my third MVP title - a true honor. I also want to sincerely thank the management team at Kensium for their encouragement and support during this journey.  Beyond work, I am passionate about traveling and cooking. I also love spending time with my family and kids.  I look forward to c

Hello all,I decided to write a very concise summary about myself. My name is Reza Aghaei. I am an accounting professional who has worked in manufacturing and construction industry several years.I have known Acumatica since 2019 and have used it as an end user and an independent consultant/customizer capacity. Aside from lots of specific customizations, I have created a few generic packages on Approval Workflow, Projects WIP, Cost Projection and Attachment Downloads that I license annually.If I can convince myself to shut down my laptop, most likely I will find myself in nature away from crowds. I love challenging hikes, the climb and the quiet of the remote locations.  ​@aaghaei Moderator notes:MVP profiles are closed to comments in order to provide the respective MVP with a page they can use for their brand. You may congratulate them by clicking on the user name and private messaging them.The Acumatica MVP program recognizes outstanding community engagement, technical expertise, and t

Hi,Something happened to attributes in Reports and GIs. They should be displaying the value in the stock item But they are showing the ID in Report designer and GIs Anybody has experienced this? Any ideas?Thanks.

What is the purpose of having certification file in the Carrier.