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I checked the data for the date I filtered, and it has records. However, when I try to filter by parameter, nothing shows up.

Hi all,I recently created 2 separate Generic Inquiries for my company. One is Inventory with Sales/Margin/Margin % info. The other is inventory with units by location by warehouse.My goal is to combine these 2 GIs into one master GI to avoid having to switch between different reports when viewing sales and inventory information.Below are the data sources for the FIRST Generic Inquiry: Inventory Units & Cost by Warehouse.When I use this GI as a data source for a new GI, NO fields show up even after selecting them in the results field. I have not joined anything to this in the new GI yet, so I doubt it’s a data relation mapping issue.Conversely, when I use the other GI - Inventory by Sales/Margin/Margin % - as a data source, all records populate when I show them in the results field. Both individual data source tabs are shown below.thanks all!Joseph

Hi Team, Loading issue .  controls.0e1524f82c6d60c668f2.bundle.js:1 Extension AP301000_Approvals registered for the AP301000 screen view modelcontrols.0e1524f82c6d60c668f2.bundle.js:1 featureInstalled: PX.Objects.CS.FeaturesSet+Constructioncontrols.0e1524f82c6d60c668f2.bundle.js:1 Extension AP301000_Compliance registered for the AP301000 screen view modelcontrols.0e1524f82c6d60c668f2.bundle.js:1 Extension AP301000_ComplianceDocuments registered for the ComplianceDocuments viewcontrols.0e1524f82c6d60c668f2.bundle.js:1 Extension AP3010000_JointChecks registered for the AP301000 screen view modelcontrols.0e1524f82c6d60c668f2.bundle.js:1 Extension AP301000_DuplicateReference registered for the AP301000 screen view modelcontrols.0e1524f82c6d60c668f2.bundle.js:1 Extension AP3010000_PO_FillingInvoiceWithPOEntities registered for the AP301000 screen view modelcontrols.0e1524f82c6d60c668f2.bundle.js:1 Applying mixins for t

Hello Experts, I am unbale to figure out how to view the total number of production order with ageing category. I Tried creating GI but still facing problem how to group .Please let me know where am i missing .So my output result should look like:- 

Hello,  I have a client that is asking for an export from Acumatica that they will upload to their bank so that the bank (Truist) can print checks on their behalf.  This is not an ACH file. We need similar information, but the sample layout is rather different.  Has anyone created an export scenario for this sort of file?  I don’t think check printing outsourcing is uncommon, but I can’t find an existing scenario to start from.  This is likely similar to creating an export or integration to Bill.com, but we need an export not an integration.   Any help is much appreciated!   

Hello! I have successfully configured Acumatica Projects to order stock item to the Project. The item is correctly related to the project and the project has the material cost. The question is this: we are not invoicing a customer, we are using the material for R&D project.  The material needs to get expensed out of inventory (both the physical on hand quantity and the GL inventory account). I am not finding a way to accomplish this (I have some work around ideas but feel there should be an “out of box” process/solution for this).  Thank you to whomever is able to provide some ideas here. (Client has Projects only - Construction not included) 

We have several companies in one tenant, and we want to send batch payment remittances to different suppliers across these companies. Each company should have its own email template and sender. I tried overriding the Mailing settings for one supplier, but it didn’t work. Is it possible to send remittance email to multiple supplier with different email templates all-in-one go, and how can we set this up?

Hello Acumatica Community!We're excited about the positive response to Automation with AI Studio and its LLM connections (learn more). And we want to hear from you about what's next!Currently, we support connections to the following LLM vendors:OpenAI Anthropic (Claude) Azure OpenAI* AWS Bedrock**Note: These vendors are both LLM Providers and Marketplaces. As we continue to expand our LLM provider options, we'd love your input on which provider you'd like to see supported next. Please vote in the poll below. We'd especially appreciate if you could share in the comments:Why you

We recently upgraded to 2025R2 and set our site to use Modern UI everywhere. Some of our row sets use alphanumeric row codes (“1010A”) and this was causing an error: “Input string was not in a correct format.” The row set was unable to be edited without reverting the Row Sets screen (CS206010) to the classic UI. I then had to manually edit the row codes and formula references. The row set was then able to be converted to the modern UI.  Can anyone at Acumatica confirm if there is a fix coming for this? All of our other row sets converted to modern UI without issue. 

Every few days, our Outlook add in stops working for all users. In Outlook, you click on the ribbon and the add in does nothing and the sidebar is blank. The only way we’ve found to fix this is to uninstall then reinstall the add in. The add in is managed at a admin/company wide level and it can take a number of hours for the uninstall/reinstall process to work. 

Hi everyone! Anyone here who experience slow loading on 2024 R2 instance in general? My current version is Build 24.207.0011.

I have a simple screen with line details where an inventory item can be selected. The form works fine in the normal UI. I need this on mobile also but can’t get the Inventory or UOM selector to work on mobile. Here is my DAC field, I have tried several different attributes, but this doesn’t make any difference.   #region InventoryID public abstract class inventoryID : PX.Data.BQL.BqlInt.Field<inventoryID> { } protected Int32? _InventoryID; /*[PXDBInt()] [PXUIField(DisplayName = "Inventory ID")] [PXSelector(typeof(Search<InventoryItem.inventoryID, Where<InventoryItem.stkItem, Equal<True>>>), typeof(InventoryItem.inventoryCD), typeof(InventoryItem.descr), SubstituteKey = typeof(InventoryItem.inventoryCD), DescriptionField = typeof(InventoryItem.descr))]

We upgraded our client to Prime from Advanced.Shortly after, we upgraded from 2024.1 to 2025.1We are experiencing extreme speed issues ever since.We have a case logged since 10.28.2025 but no resolution yet.Is anyone else experiencing slow down since upgrading either their license or version?I’d be interested to hear.Thank you.

Below is the import scenario I am trying to use to get our fixed assets into Acumatica.  When I run the import by scenario, it shows that the records processed, but nothing appears in the fixed assets form. 

As of Jan 1, 2025, SHOP will now act as a Marketplace that collects and remits tax on behalf of the vendor - seems similar to how Amazon works.   How will this flow through the native Acumatica Shopify Connector to Acumatica and then through the Avalara Connector to AvaTax?   How is the transaction identified as a SHOP transaction?  Are there parameters that need to be set up so that the vendor does not double pay the tax? 

I have been using the Incoming Documents feature to bring in my invoices into Acumatica with the GL, however the subaccounts never populate even though I have it set up on the non-stock sku.

Hello!I currently have a report to show all orders entered for the prior date, and this is how it currently looks.This works fine but on Monday’s this will try and pull orders on Sunday (our company is closed on Saturday and Sunday). What would I need to add in this section to have this report skip the weekend and show me Friday orders on Monday? Thank you!

We are trying to set up reminders in Acumatica and the help documentation shows there is (or was) a notification bell icon in the Info Area that would bring up the Reminders Dialog Box. We have gone through support to enable reminders and they’re working but I don’t see the bell icon. We are using 2025R2.  

Hi, I am trying to update the numbering sequence for the Projects screen, but I am running into the error shown below.  Here is what Segment 1 looks like. Is there anything that jumps out at you to justify why the above error was complaining about the format? Also, if I was to make a change to any of the attributes in the segment grid, I get the error that is shown below. Does this mean that I can’t make changes to this without making changes to the children first? 

Hello everyone,I haven’t seen much confusion about this, so I’m sure there’s a straightforward solution that I’m just missing! I finally got our construction team to start using cost projections to project the future of their projects by budget line in 2023 R2.We’ve just completed our upgrade to 2025R2 and I noticed the project status screen which seemed very helpful, but it runs off of a new cost projection by date screen. It seems a little less intuitive because you can’t import an excel and it doesn’t display the budget description per line. Any tips for using this screen?Do I have to now convert the team to using this screen or is it possible to make this screen load the info from their most recent Cost Projections? What is the purpose of the date functionality?I ask all this just because I really like the dashboard. Thanks to any and all help and information, I’ve already reviewed the ACM notes and it doesn’t really help differentiate these two proje

We use serial tracked products that sometimes get consumed into other internal orders but sometimes get sold as is to the customer. We are having a hard time finding a way to get a list of serial tracked items that have neither been consumed into other orders nor sold to the customer. Any guidance of how to best pull together this information into a GI that employees can check against? I’m thinking probably some combination of ARTran and AMMTran info

If I understand correctly, in a SaaS environment, I cannot use a backup I download from the Backup Access Service to restore my production tenant.  I need to pay separately to have Acumatica restore from backup?

I have a strange problem that bugged me for ages. For certain records there is a mismatch with the number of attached files vs the count of files. In the example below, you can see it has one file, but states two for the count. I’ve come across a similar thing in the Companies screen on the Visualization Tab, where the Logo File file URL has remained. In this instance, it is fixed by clicking Upload, which ‘nulls’ the path name due to no file being there.In this example though that little trick doesn’t work. Please, any advice would be great, as it is confusing to see a file in the screen, but have no actual linked.

Hello, Has anyone ever added a Vendor Ref # to the ACH export file? I do see this AddendaInfo.APInvoice_InvoiceNbr field but when I add this field value the export always returns a formula error (even if no formula present, tried removing formula all together).  Thanks, Eric 

Hello!What is the best practice for invoicing a deposit within a project? I have tested using VAT tax prepayment invoicing, which seems to work somewhat, although it is cumbersome, and was not developed for using in projects.Thanks!