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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

 We recently started using Fortis and are getting a “Contact Not Found” error.  The contact does exist, and has an email address?  Why is this happening and how can we correct it? 

I need to subtract the sales order of today from yesterdayIn excel as shown below I can put this formula (+C7-C6) and get the difference between the numbers from yesterday and today. how can I do this in Acumaticathis is my Grid 

How can I put a warehouse ID by default during the transfer? I setting the profile and I put the warehouse default and this appear when I scan but when I gonna do the transfer with the pc the space of warehouse ID appear empty. 

Hello! I run a ledger report which includes all our all our Companies. However, I would like a column included on the General Ledger report which indicates which company the line was recorded to. Is this a possibility? Does any one know where I can go? 

How to prepare Generic Inquiry Cash Flow Statement by Month?

Is it possible to disable or hide “Recently Viewed” list in Acumatica interface screen (2023 R2)?“Recently Viewed” list button 

Hi All,Does anyone know how to retain Generic Inquiry (GI) filter shared setup values after adding a new column to the same GI?Issue:After adding a new column to the existing GI, all the previously saved filter values are reset to default. This is causing dissatisfaction as the customer has to recreate all previous filters manually. The Screen ID remains unchanged, only a column was added.Request:Is there a way to preserve the filter values when modifying a GI? Any suggestions or best practices to prevent filter loss after GI updates?Thanks in advance for your insights!Regards,Lalith.

In my acumatica customisation project . I want to add a new button in Vendor edit screen . I added the below code in graph .namespace TestcustomPlugin{    public class VendorMaint_Extension : PXGraphExtension<VendorMaint>    {        public static bool IsActive() => true;        public PXAction<Vendor> TestBtnCheck;        [PXButton]        [PXUIField(DisplayName = "Test Check")]        protected virtual IEnumerable testBtnCheck(PXAdapter adapter)        {            return adapter.Get();        }        public delegate void PersistDelegate();        [PXOverride]        public void Persist(PersistDelegate baseMethod)        {            baseMethod();           throw new PXException("Saved!".ToString());        }    }}but after publish the button is not visible there . But when i added the button same way to customer screen it came there and worked . Why ?

I have a question regarding the capabilities of the Manufacturing version of Acumatica. Specifically, I am interested in knowing if it is possible to create progress invoicing from Sales order and Job costing within this module.In my search, I often find guidance pointing towards the Construction module for these features.Thank you in advance for your assistance! 

HI All,I want the system to automatically create Purchase Receipt type Transfer Receipt for Sales Orders type Transfer when the Shipment was updated IN (Status = Completed).So I have setup as below:Create a Generic Inquiry  which list down all the info needed from SO, SH as attached file AU-216-01. In this GI, I only list the SH transaction has Status = Completed. Create a Business Event trigger by Schedule. 2.1. Create Subscriber Import Scenarios as attached AU-216-03. This Import Scenarios will help to add the Transfer Order. Every order will be a Purchase Receipt transaction. After adding the Transfer Order, will need to be update the Location on DetailsIssue in this step: for an item have more than 2 Lot Nbr, cant import Location       2.2 Create Schedule. In schedule I have a condition if Receipt Nbr is Empty, which means the Business Event will import for all the SO in Generic Inquiry havent had Purchase Receipt Nbr yetDo you have any idea on mapping to import Location working in