Discussion Forums

Hello everyone, I am looking to change the UI availability for the editing of fields when a Sales Order is in shipping.I have moved the Credit Hold stage to the Shipment stage because of how our business processes work, we process and manufacture Sales Orders but do not ship until the leadership team is satisfied with payments. I am aware that I can make the fields editable through a RowSelected handler, however, would it be better to override the DisableWholeScreen method which is used in the SO workflow to make these fields editable.Another condition that needs to be satisfied is that the Qty on Shipments field cannot be higher than 0, for the fields to be editable, I am not sure if I can put a condition into a workflow .WithFieldAssignments method. Could someone advise on what the best way to go forward with this would be. Thanks,Aleks

Hello all,I would like to know the purpose of Calendar under Customers (AR303000)→ Shipping tab. I’m looking to setup the calendar where whenever the sales orders is created the Shipment should be generate for Monday. How can I set this up out of the box?

25R1added SOPackageDetail to SO-Shipment Primary List GI added Tracking number to GridThe field does not show in grid, not blank - no column Note only one package on every shipment here is Relations and Girdwhat is issue ?  

I am running Acumatica Instance correctly, but CSS is not loading properly  

Hello, I am trying to extend my endpoint to include the AttributeValue0 data fiend in the MatrixInventoryItem data class. I am doing this to try to pull the default column attribute value for the matrix item. However, Acumatica says that the endpoint is not mapped correctly. How would I correct this, or alternatively, is there a workaround for this? Thanks!

Hi Team,I just want to confirm if there is a way for mass deletion of Account in Chart of Account Screen?I tried to map this in Import Scenario but there is no action for delete.Please let me know if you have other recommendation.Thank you!

We confirmed ShipEngine is successfully returning valid UPS and FedEx rates outside of Acumatica using direct API testing.The ShipEngine /v1/rates response completes successfully with no errors and includes valid service codes such as: fedex_ground fedex_priority_overnight ups_ground ups_next_day_air However, Acumatica 2025 R1 still fails during Get Rates with:"The given key was not present in the dictionary"Stack trace:PX.ExternalCarriersHelper.SOShipmentEntryExtCarriersPXExt.ReplacePackagesWithActualPackagesAll returned ShipEngine rates contain:"package_type": nullPlease confirm whether there is a known 2025 R1 ShipEngine connector defect or hotfix related to package mapping/rate parsing within CarrierRatesExtension. Any assistance is greatly appreciated. 

I am trying to release some Project Transactions and I am getting an error message that simply says, Object reference not set to an instance of an object. How can I determine what this error is if this is all it gives me. Anyone have any direction on where to find more information? These transactions and details are created using the API. Mike Bujak

Hi,I was trying to find out what could be the possible reasons for the mismatch between Inventory Valuation report balance against the Inventory GL Account. I have noticed that there were manual entries posted to the GL Account with inventory movement. Howvere, after the reconcilation with these GL entries there is some more mismatch. What could be the any possible reasons for these. 

Hey there! I’m really interested in being able to see “Qty on Hand” based on the receipt number. As an example the window that appears when you search for a receipt number in the adjustments screen. Has anyone made a GI like this?  

Does anyone know if it's possible to add the Load Documents Options feature from AR Payments to AP Checks and Payments. In AP the load documents button seems like it only pulls the ~100 oldest records. This would save our payables team a lot of time and effort Screenshot from AR Payments & Applications below 

We are looking for a way to send an email notification out when a BOM revision gets used in a production order for the first time. For example, an existing BOM gets a new revision. The first time that gets used in a production order we want a notification to go out. Anyone know the best way to approach this? I assume some sort of new GI is needed.

Working in 24r2 version, creating an email template with table inserting release AP check application history.   I believe the view ‘APPost’ is correct as the email does display table entries for the number of documents in the application, but each table entry is repeat of same information.  I have changed the data elements to many different selections, sometimes nothing is displayed.In 24r2, the selection is ‘ADJUST HISTORY’. Visual viewHTML viewemail body created 

Is there a way for the system to automatically complete all the move transactions for a series of linked production orders?Our situation is as follows:I create a production order for Item A, it requires Items B+C and creates production orders for them. In turn Items B+C require several other item production orders. The end result can be a sizable tree of linked production orders. We want to be able to say “we have finished Item A” and have it complete all the sub-assemblies in proper sequence without us having to manually do move transactions on all the sub-assemblies.

How can we setup a deduction and benefit code for health insurance.  IE, employee pays 15% and employer pays 85% however, this is based on the employees specific health insurance amount.  If total group policy is $10,000 per month and employee part is $1,000 per month, the health insurance deduction should be $150 for employee and $850 for employer.   Thanks

Looking for a detailed customer report I can generate.  Wasnt sure if there is a standard template already available in Acumatica or is it more of a customization?Just looking based on a customer:Invoice, Total, Dates, Due Date, Checks Received,  etc.I currently just use Customer Details and export to Excel and adjust that way, but wouldnt mind something a little more formal.

We are SFP authorized by Amazon so cannot afford to lose this. As such when you buy shipping on Amazon (using our own accounts) we are protected should the carrier fail to meet its obligations. However this is not the case if we buy the shipping in Acumatica (even if selecting exact service Amazon recommends). This is a unique flaw with Acumatica.As such our workflow was we Buy Shipping and complete the shipment in Amazon, then we copy over package details, cost and tracking into Acumatica and complete the order. This then just created a lot of shipments daily that failed in the sync becuase Amazon was already showing as shipped. We just created a schedule that skipped these at the end of each night.Now though with 25R2 this workflow no longer works and despite us completing the order in Acumatica the same way the shipment fails and the new error is not enough information. Trying to figure out a new solution in 25R2 as this is now also preventing payments to sync under Amazon’s new pay

Since LineNbr is no longer in the POFixedDemand DAC, does anyone have a BQL SELECT example for getting it from the recommended (dev release notes) CreatePOOrdersFromSODemandsExt graph extension?  Here’s my current BQL: 

I have a question about the following scenario with Shopify ...Stock of item x in the warehouse = 1 piece Stock of item x in the store = 1 piece Customer 1 orders item x in the store (Order 1) Stock of item x in the store is now actually = 0 piece Order 1 is not immediately imported into the ERP system due to errors, etc Stock of item x in the warehouse and in the store remains = 1 Piece Customer 2 orders item x in the store (Order 2) Order 1 from customer 1 is imported and order 2 from customer 2 is backordered or rejected or Order 2 from customer 2 is imported and order 1 from customer 1 is backordered or rejected only after the import of one of the two orders is the stock in the warehouse = 0 pieces and article x is not available in the storeThe problem is store orders for item x, which actually no longer has any stock.Does anyone know a solution for this?Thx in advance.

I have a long list of Employee Time Activities that need to be released. I received the following error when I hit release. The top suggestion was to make sure that the Labor Rates Date is set far enough back to cover the time punch for the Project. I tried changing the date multiple times including setting it back to the Acumatica default of 01/01/1900.No change.Any Suggestions? 

Hey, Team - curious if this is even possible.  I’ve got a customer who is attempting to perform an RMA referencing a migrated invoice.  When I create the RMA and try to find the invoice, it is not available.  Any thoughts? 

Does anyone know if it’s possible to disable scanning of serial numbers during the picking process? Our client is also prompted to scan the serial numbers at the packing process, which is preferable, but it is duplicative work to also be required to scan during picking.If not, does anyone have any workarounds or solutions? Ideally our client can still pick using scanners but just not be required to scan serial numbers at that time.

Hi,I’ve added the relevant tables and joins in the Customer master GI to display the customer’s bank account number. However, instead of the actual values, the GI is showing 0000000000.Refer to below screenshot.      I’ve attached the GI file for reference.Has anyone come across this issue before, or know how to correctly display the customer bank account number?

Do the API Usage Limits affect OData calls?

We’re looking for a way to track which Invoice or Proforma a specific Change Order was billed on in the Project module. Specifically: Is there a field within the change order,  or a report that shows which Proforma or AR Invoice includes a Change Order? If the Change Order was partially billed, is there a way to see the amount invoiced to date and what remains? What’s the best practice for tracking Change Order billing in Acumatica? Any tips, custom reports, or screen references would be much appreciated!