Discussion Forums

I set up a shared filter on a GI screen, but now it is showing up in unrelated places like the source data screen for ARTRan. The GI does not make use of the ARTran table. Any reason why?Filters:GI Results Screen:  Unrelated DAC Source Data: 

Hello this is the first time that we encountered this kind of error since the acumatica deployed in to our company  Please help me!Thank you

Good day,I have workgroups set up to approval purchase orders, quotes, etc.  However, the members of the group also enter purchase orders, quotes, RMA, etc.  I would set up away that the owner/creator of the transactions can not approve is own work and that another member of the workgroup has to approve it.  From audit perspective, approving your document could be an issue and seems to defeat the purpose of having workgroups.  We just started using workgroups.  Any ideas?  Is this a customization?  Do I need a developer?Thank you. 

I am relatively new to Acumatica, having worked with several other ERP systems before. As I explore the system and familiarize myself with its capabilities, I have come across certain areas where enhancements could further elevate the user experience. While Acumatica continues to evolve and improve, addressing these aspects would make it even more robust and user-friendly.1. Return Items After Purchase ReceiptOne area that could benefit from improvement is the process of returning items upon receipt. Currently, the system does not allow clearing the GR/IR (Goods Receipt/Invoice Receipt) account directly when returning items. Instead, users must create an AP Bill and apply a Debit Adjustment, which adds additional steps to the process. A more streamlined approach would enhance efficiency and align better with standard best practices.2. On-Account Payments in Customer ReceiptsWhen receiving customer payments, there is no direct option to apply an on-account payment if one already exists.

We’ve set up a sales order for a configurable product and put in a configuration for the item. When the production order is created, the details do not flow into the MRP. Is it something we’re doing wrong?

Hello I was curious if any has been able to use PO recognition - PDF Extract tool and was able to answer some of my questions. While watching the tutorial video, I noticed that they mention clicking the "Recognize" button, which then uses recognition algorithms to extract the important data and create the Sales Order. Are you able to highlight the fields you want to go into different sections, or do you rely on the algorithm to find all the right information? For those who have used it before, would you say it is pretty accurate in finding the information? I ask because my company has some complicated POs, and I was wondering if you can select and anchor information, similar to how UI Path does it with their automation systems. Is it able to read a PO that is more than one page? For example, some of the POs we receive extend to two pages or sometimes even three.Thank you in advanced for your help.

Hello,  Despite having “Administrator”, “Wiki Admin”, and “Wiki Author”, I cannot add articles to the top level folder for a wiki I created.  Please see below:  I have ensured that I have no conflicting roles and that the roles I am assigned have the most permissive (Delete) access to all Wikis including the new one I created. Thanks so much.

        public delegate void PersistDelegate();        [PXOverride]        public void Persist(PersistDelegate baseMethod)        {            try            {                if (Base.Document.Current != null)                {                    ARRegisterExt aRInvoiceExt = PXCache<ARRegister>.GetExtension<ARRegisterExt>(Base.Document.Current);                    if (aRInvoiceExt != null)                    {                        if (aRInvoiceExt.UsrWingAmount == null || aRInvoiceExt.UsrWingAmount != Base.Document.Current.CuryOrigDocAmt)                        {                            aRInvoiceExt.UsrWingAmount = Base.Document.Current.CuryOrigDocAmt;                            //Generation http url                            var client = new RestClient();                            string imageUrl = "https://material.angular.io/assets/img/examples/shiba2.jpg";                            var request = new RestRequest(imageUrl, Method.GET);                            by

Does the Outlook plugin work in the new version of Outlook?

Hello, my name is Eric Hugunin.  I'm the COO/CFO for Phoenix.  We are a general contractor and operate mostly in the insurance restoration industry, although our traditional general contracting lines are growing.  We subscribe to the construction vertical and have been able to customize and tailor the Acumatica software to fit our specific needs as we have different service lines and metrics based on our niche services.In 2019, we started our ERP journey as we were still operating QuickBooks after 20 years in business. We were on the verge of imploding with our QuickBooks software due to the amount of data.  We were 100% paper-based and untimely in our financial reporting.  Acumatica was the #1 choice for us as it was cloud-based, allowed for customization, provided built-in CRM and GAAP revenue recognition, integrations with existing timekeeping software, among others...  The software has allowed us to be entirely paperless in our invoicing, payables, and credit card transactions.  We

Hi Community,We are a PCS customer looking to migrate the files attached to Acumatica records to external (Azure) file storage.   Question - when you restore your production environment down to a training instance and include attachments in the snapshot... if you delete a attachment in the training instance does that also delete in the production instance (assuming it is just a pointer to the file)?Thanks,Brett

We have a client on 2022 R2 that has the Construction module. Under Projects in the Cost Budget, users are able to delete a line item that has amounts reflected under the Actual Amount Column and Save without any warning messages. Is this a known issue or possible bug? Any insight would be greatly appreciated. Thank you,Frances  

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!

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