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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 Josh Wright - Acumatica Community Featured Member for January 2025Meet Josh Wright our Acumatica Community Featured Member for January 2025. It’s great to have you as part of the Acumatica Community ​@jwright! How to Answer Questions on Acumatica Community 

I am working on a business event and import scenario where I need to add a line item from the Drop Ship Purchase Order to the corresponding Drop Ship Sales Order. Additionally, I am trying to establish a link between the Sales Order Line (SOLine) and the Purchase Order Line (POLine) through the import scenario. Is there an option to map import scenario for the Purchasing detail pop-up window and select the respective PO to create the link. Regards,Ranjith 

A couple of revisions ago, Acumatica Deprecated and removed the FSxARTran projection.I thought I had worked around all of the issues this created, but one came back to bite me recently.The use case is that we have a custom field called UsrASGPrintCheck which is a field we added to Inventory Items, Service Order line items, Appointment Line items, and ARTran Line Items.The idea is that the customer can specify at the inventory level if it should default to being printed on an invoice. It can be overridden at the Service Order level, and again at the appointment level.I have that working part fine. The issue is when thy go to print the invoice.In the Appointment, when the “RUN BILLING” button is hit, it runs a method called InvoiceAppointment() which transfers the appointment detail to the ARTran database, and then runs the ARInvoiceEntry graph. But it is creating the records there with the default value from inventory and not the FSSOdet of the appointment (naturally since that is the d

Since (my understanding, especially based on other posts) Acumatica doesn’t provide any warranty functionality besides the “Warranty” checkbox on service order detail, I’m curious how other service companies that ultimately need to file warranty claims with their vendors handle service order billing and inventory handling, as well as tracking claims with their vendors.We have a pretty good setup, but it’s all customization.  We added a Warranty Vendor column in FS Details (since we can have multiple vendor claims on one service order).  If filled in, logic kicks in that sets the prices (on stock and non-stock items) to based on vendor price records for those items, and then discounts it 100% with the discount offset to a warranty AR account.There is a process screen that then reviews all invoices from service orders with any warranty lines and creates a claim.  The claim is actually a PO Return Receipt, in which we “return” a nonstock item to the warranty vendor for the amount of the c

We discovered this process screen from the developer at our VAR; it wasn’t brought up during training.  I don’t have to use it too often, but if I wind up with an invoice that is out of balance it does the trick.  We currently run some other recalculate screens (like recalculate inventory) weekly--should Recalculate Customer Balances be set to run regularly as well?

I am writing a GI to show all sales order lines and any time we have created a shipment on a order that does not ship all the lines on the order the rest of the order lines are duplicated by the same number as the number of shipments we have made.   Below we have made three shipments on this sales order and the remaining line on the order shows up 3 times. We made three shipments off of the order below. one shipment for line 1 and  line two split between two shipments.  Shipments are below In the GI i am using the following tables and Relation to get the Data requested. I think it is somewhere in the shipment tables but on of the requests is to see the Shipment Status and i had to go to the SO Shipment to get Confirmed or Completed off of the shipment.   

Has anyone ran into the issue where a delegate has to wait 24 hours before they can approve an expense claim? I ran into this issue with a customer on 23R2.  Haven’t heard of this with any other clients on same or different builds.  

For Manufacturers planning to attend Acumatica Summit 2025 at the end of this month, please consider participating in the round table discussion (Tuesday, January 28th at 2:45 local time) to help define our future Manufacturing Shop Floor Kiosk.  The goal of the Kiosk is to simplify the interaction a shop floor worker has with Acumatica ERP and streamline production reporting.The session title is:  “Production Reporting:  Shop Floor Kiosk - a Manufacturing Roundtable Discussion”The topics to be discussed are as follows:Topic #1 - Manufacturing Workflows Discussion Goal - Identify and prioritize Shop Floor Kiosk workflows Topic #2 - Performance Reporting and Signage Discussion Goal - Identify KPIs/data that have high value to display on the shop floor Topic #3 - Beyond Production Reporting Discussion Goal - Identify workflows where the kiosk concept could be implemented other than production reporting Topic #4 - Security, Extendibility, & Customization Goal - Identify any need fo

Hello,I am trying to configure the parameters on report to utilize @WeekStart+4 and @WeekStart+6 as values in a drop down but when I do this, I get a blank report.   If I clear the value table and put @WeekStart+4 in the default the report works correctly.  Can someone tell me what I am doing wrong from my screenshots below?Here is the filter I have setup in the Schema:Here are the parameters I have setup in the Schema, these do not work:However if I set the parameters to this,  the default value works correctly:  

Recently, I added the Invoices screen (SO303000) to the Acumatica Mobile App. Can you please guide me on how to limit the 'Sort By' fields to specific ones, such as Type, Reference Nbr, Date, and Amount? Please see the screenshot below.Here is a part of my code related to this.add screen SO303000 { add container "InvoiceSummary" { add layout "InvoiceHeader" { displayName = "InvoiceHeader" layout = "HeaderSimple" add layout "InvoiceHeaderRow1" { displayName = "InvoiceHeaderRow1" layout = "Inline" add field "Type" add field "DetailTotal" } add layout "InvoiceHeaderRow2" { displayName = "InvoiceHeaderRow2" layout = "Inline" add field "ReferenceNbr" add field "LineDiscounts" } add layout "InvoiceHeaderRow3" { displayName = "InvoiceHeaderRow3" layout = "Inline" add field "Date" add field "DocumentDiscounts" } add layout "InvoiceHeaderRow4" { displayName

We are trying to get SVO profitability data summarized in a GI or report.  What is the easiest way to do that?  We bill by both SVO and/or Appointment depending on the customer, but regardless need to see a column for Total Billed, a column for Total Costs, and a Column for Profit/Loss by SVO.  What tables and/or fields do I need to add to a GI to get this information?We are specifically looking for the totals from the “profitability” tab of the SVO. 

I have printed the 1099 Misc and 1099 NEC forms. I am now at Create E-File.  There is no Vendor History for NEC or MISC.  What am I missing?  

Hello,Is there a way to manage rich text editor menu item access? e.g can I disallow a role adding a table?TIARoger

Hello, after doing T200 and T210 trainings I started my own project. I’ve added a tab to Opportunities page and added PXTextEdit and PXButton to it. When debugging it using VS it gives me an error whenever I try to see a value of any variable.The debugging session stops.I tried to add my code to T200 project and was able to debug it there. I can’t see what is the difference between those two projects.My project is attached.Thanks

There is an action for AP Invoices -  “Release retainage directly”How it works? As far as I understand, when you click on this button, it should be carried out automatically without creating an additional invoice. When I click, nothing happens. Perhaps I need to enable some additional settings?For Accouts Payable Preferences I enabled  Automatically Release Retainage Documents.  

HI,Is there any ISVs related to Shipping & Logistic Business?

Hi,One of our customer has below requirement.They have the requirement to process shipments without clicking on Create shipment action on each Sales Order. Hence we tried to create shipment through Process Orders» Create Shipment. But it has created one single shipment for all the Sales Orders of the same customer. How can we create shipment for each Sales Order separately? TIA

I noticed that one of the automations scheduled to release Purchase Receipts is unable the process the releases as the financial period was closed. I tried to tick the “Financial Supervisor” role for the Acumatica admin user to allow the automation to process the Purchase Receipts even when a financial period is closed. However, when I selected admin under the Users screen, I realised that the Roles are not accessible: I checked another site and it is allowing modification of the Roles for this user:  I am wondering if I don’t have rights and how can I get access to modify the system admin role.

I already enable external file storage in my Local Instance. The problem is that when I’m going to move files to AWS S3, it cannot continue because there is an error (See attached file). Do you have any idea how to resolve this issue?  

I am trying to build a line graph widget to show opportunities by month year over year:Lines by year (2022, 2023) x-axis of each month - Jan, Feb, Mar, etc.  y-axis quantity of opportunities I can’t get it to show generic months and have all years on the 12 months vs actual month 1-2022, 2-2022, etc.Please let me know if you have a solution.Thanks!  

Hi Experts,I'm currently working on an import scenario where I need to select multiple order lines using the Add PO Line action on the Purchase Receipts Screen.I came across the following forum post which addresses a similar issue:[Import Scenario - Purchase Receipts - ADD PO LINE button not adding PO Line 2](Forum link)However, the solution provided seems to work only for single transaction orders. When dealing with multiple line orders, it fails to function correctly. Could someone please assist me in resolving this issue?Any assistance on this matter would be greatly appreciated.Thank you.

I am currently checking if the receipts related to a purchase order are being imported correctly using the screenshot scenario that I have also linked.However, although the receipts are being created through the scenario, they are not linked to the purchase order. Some help please :) !Thank you in advance.

Hello, I have a problem in the Customization screen    Tools    Edit Invoices and Memos I have already removed the Voucher section because the GLVoucher data class in version 2024 R2 has been removed but I get this error.  please could you help me?

Two of our customers are using specific costs because of the highly variable cost of their materials. I’ve shown them how to do a cost roll but they receive materials on a daily basis and find the roll tedious.I tried to setup an automation schedule to do the roll and update pending but the automation screen will not accept the screen id.Is it possible to to automate this? If so, what are the basic steps to do this? If not, is there a reason it shouldn’t be? Is there a setting to make BOMS pick up last costs whenever a production order is created?I understand that the variance is important to see differences and track back what went wrong. Unfortunately the materials variance information becomes basically useless if frequent cost rolls are not done when using specific costs because, if I understand correctly, the production planned costs are based on the BOM while the actual costs are based on the last cost of the materials released.Please feel free to disabuse me of any mistakes in my

I posted a journal entry to a project ID and the resulting PMTRAN does NOT agree to the journal entry.The journal entry hit two accounts, but both lines were to the same ProjectID - only the CostCODEID were different.The journal entry, obviously, balanced but the resulting PMTRAN has two debits.I have no idea what I could have done to get Acumatica to do this.  I know I can post a PMTran to correct this but I’m concerned that this happened.  Up to this point I have not posted ANY PMTrans (accumatica has generated all of my PM activity) and I have been able to fully reconcile all of my GL activity to my PM activity.Does anyone have any suggestions?