Discussion Forums

I am wanting to set up prevailing wages, and fringe benefits for our certified projects in Acumatica. I was able to figure out how to set up the wages, but need assistance with the fringe benefits. Can anyone teach me how to set this up? Or point me in the right direction? Thank you!

Is anyone using Nectari?   Have you successfully synced your data with Nectari and Acumatica?   Are you able to create the views needed in Nectari?   I’m working through getting the data connected for our various dashboards and would be interested in talking with other users to share info and tips.  Thanks!

Hi there,I’m looking to set permissions that separate the AR and AP teams’ access to vendors.  The AR team needs to be able to extend customers as vendors in order to process refunds.  They should not, however, be able to create other/regular vendors.  Currently, they’re able to extend the customer as a vendor, but they cannot save the “new” vendor because they don’t have that permission.  Is there a combination of permissions that would allow this? 

Hello everyone,I would like to upload the new leads directly from Excel into the marketing campaign so that the system can create the leads immediately.Does anyone have a suitable Excel template that I can use?I have exported the columns, but the system says that it cannot create the data record with this information alone.Thank you very much!

Please include the ability to revalue fixed assets - its a requirement from IFRS 

Hi, i want to ask, can we delete the budget that already released?I already created a reverse but can we deleted the trace of the budgets, so it will clear the list.Please help me to solve about this 😔Thank you

I am using the bills and adjustments tab and wanting to edit / release from here. What access do I need to request to gain this access?

Hi All I am working on a report in report designer and need to pull the below line only into the report for the field I am setting up. Since there are many values in the Cross Reference section, does anyone have a suggestion on how to write it so only the one line pulls and nothing more?   

Hi all,I’m currently trying to receive the owner data of a shipment using the REST API.The response of GET /entity/Default/24.200.001/Shipment/<ShipmentNbr> contains the contact ID:... "OverrideFreightPrice": { "value": false }, "Owner": { "value": "56" }, "PackageCount": { "value": 4 }...However, I can’t request more information about the contact.The owner of a shipment is an employee. But the REST endpoint /entity/Default/24.200.001/Employee does not contain the ContactID.Is there any other endpoint that can be used?Thanks in advance!

Hi Friends.I have the following screen. I need that when the screen loads (if it is a new record) the grid Alternates have a one row by default. This is the way I have been working but it doesn't work.using System;using PX.Data;using PX.Data.BQL.Fluent; using System.Linq;namespace Estimating{ public class EstimateEntry : PXGraph<EstimateEntry, CEEstimate > { protected void CEEstimateAlternate_RowSelected(PXCache cache, PXRowSelectedEventArgs e) { var row = (CEEstimateAlternate)e.Row; if (row == null) return; CEEstimateAlternate line = new CEEstimateAlternate(); line.Number=1; line.Description = "Base Bid"; line.Typ

I have a problem when upgrade acumatica to 2025R2, my clissic ui input and save show error cann empty. But when I switch to moder ui cannot input and save normally. 

Hello Acumatica Community,I’m trying to create a new Generic Inquiry (GI) and need to include the signEndBalance field. However, this field doesn’t exist in the database.Our requirement is to display Debit (DR) or Credit (CR) in the Ending Balance column, depending on whether the balance is positive or negative.Is there any way to achieve this within a GI ,perhaps by calculating or deriving the balance sign dynamically?Any suggestions or workarounds (such as using calculated fields or custom DAC extensions) would be greatly appreciated.Thank you! The below I have used Debit Amt field , but I wanted to use signEndBalance 

Hi guys,How to delete grant budget that released ? The budget already reserve and has 0 budget. But grants still can’t deleted? Please help me to solve this  

Hi. I have Prepayment on AR302000 screen. On Application of the Prepayment to a Normal AR Invoice, i need change debit account id. How I can do this? 

 I have created a new custom field in SOOrder, I want to retrieve SalesPerson.descr from SalesPerson table but not showing value. I want SalesPerson Description insert it into the SOOrder table.[PXDefault(typeof(Search<SalesPerson.descr, Where<SalesPerson.salesPersonID, Equal<Current<SOOrder.salesPersonID>>>>), PersistingCheck = PXPersistingCheck.Nothing)][PXDBString(60)][PXUIField(DisplayName="SalesPerson Description")] 

How do I give a user access to ONLY the Cross-Reference segment of the Stock Item screen?I can give them rights to images and packaging just fine. Those live under:Inventory → Stock Items → InventoryItemI have DELETE rights to Inventory → Stock Items → Cross-ReferenceBut I still can’t access that grid. I’m obviously missing something here. Any help is greatly appreciated.

Hi everyone,Could someone please help me understand how to connect my ASP.NET Core web application to Haufe X360 (based on Acumatica 2025 R1) through the SM301000 – External Applications screen using OAuth 2 authentication?I’m not sure how to fill out the fields on that screen (Client ID, Client Secret, etc.) and how to use this information afterward in my ASP.NET Core app to enable automatic login via Haufe X360.I couldn’t find any detailed documentation or examples for this setup.Any guidance or examples would be greatly appreciated.Thank you in advance!Best regards,Daria

Goal: To send an email out once a shipment is confirmed to the customer. The email should have a list of packages, each package with its tracking number. I also want to show what item(s) are in each packageI spent quite a bit of time researching this and couldn’t come up with a solution. It seems that a nested <foreach> won’t actually loop through, only the top item in the package is being printed, if there is more than one item in a package is never shows up in the email. I also found a lot of references saying don’t use the view=”” in the foreach, but the email failed anytime I took out the view. The code below gets close, it will list the package #, tracking #, and first item in the package. Unfortunetly, it still shows <foreach view="PackageDetailSplit"> in the email, which tells me the view name isn’t correct, but that is what shows up on element properties <foreach view="Packages">Package #

I have a field that was added to our customer locations to define their standard trip: I am trying to display that field on a dashboard.  In the GI it shows correctlyBut when I display in the Dash Board all i get is 100.  I know the description says minutes but that is not ho

Hello,I built a simple GI that has two parameters - a date from and date to. These parameters are required and used as part of the Condition to load data.Everything works as expected for the GI. I supply the parameters and the appropriate data records are returned. However, this becomes a problem when I try to create a Pivot table from it. Specifically, no data loads and there seems to be no way to supply the parameters specified as required in the GI. I cannot use Pivot Table Filters either, since, presumably this requires some data to actually filter on.To get the Pivot Table to function, I realize I could remove the condition from my GI and then rely on Pivot Filters. However,  this is not ideal for my use case since I would like to keep the GI parameters and conditions as is.How might I accomplish this?Thanks.

Hi everyone,I’m creating a custom report in Report Designer where my main data source is INTran.The goal is to display item-related details from InventoryItem such as InventoryCD and PICKSEQ_Attributes.When previewing the data, the InventoryID field in INTran looks like a string for example, it shows values like 3033-70 but technically, it’s stored as an integer foreign key (int) that points to InventoryItem.InventoryID.This led me to think I could join using InventoryItem.InventoryCD, which is a string (nvarchar) field containing user-facing item codes like “3033-70”.However, when I try a relation like:<RelationRow> <ChildField>InventoryCD</ChildField> <ParentField>InventoryID</ParentField>

Hi everyone,I'm building a custom API screen in Acumatica with a virtual DAC (PXVirtual) to trigger an authorization process. My screen has:public PXFilter<VXAuthorizeExistingRequest> MasterView;public PXSelectReadonly<VXAuthorizeResponse> DetailsView;public PXAction<VXAuthorizeExistingRequest> RunAuthorize; The RunAuthorize action calls a helper class to execute some logic, then inserts a result record

One of our clients is in the process of automating their ACH batches to auto-sync to the bank’s SFTP site.I have the file sync settings saved in the data provider, but it isn’t being added as new ACH batches are generated. Is there an automated way to do this without customization and/or a business event/import scenario?I’ve attached both the export scenario and data provider for reference. Thank you in advance!

Is the Sales Territory Management feature still an experimental feature or is it a permanent one?We currently use version 24R2 and are going to be upgrading in the next few months. We were going to enable the feature now but want to make sure it’s going to continue to be a feature in newer versions of Acumatica before introducing it into all necessary employees.

We are trying to figure out how to bcc a sales rep for the specific customer when the customer gets an invoice emailed. We’ve tried using contacts without a lot of luck and our VAR most recently recommended this. Any other thoughts / suggestions?  These reps are assigned as the salesperson for the customer and do have an email in Acumatica. It mostly seems like a challenge of tying that email to an email template for an invoice.  Has anyone tried sales territories for this?