Discussion Forums

Hi All,I have been struggling to find the table link that will let me list all of the attributes that are listed on an Item Class.The INItemClass table has this beautiful field called ItemClassStrID which is a direct match to the EntityClassID on the CSAttributeGroup table.Using this relation would solve all my problem, but the ItemClassStrID field isn’t available to use as a relation data field.Does anyone have a GI that lists the Attributes on an Item Class?Thank You!

Is it possible to install the outlook add-in for a shared mailbox? I have it installed for my inbox, but it’s much more useful if I can access from the shared mailbox. When I click the inbox for the shared mailbox, the add-in disappears from the ribbon. 

I’m getting a build error in the UpdateExpirationDate() function:    public class KBCCProcessingCenterMaintExt : PXGraphExtension<CCProcessingCenterMaint>    {        [PXOverride]        public PXAction<CCProcessingCenter> updateExpirationDate;        public static bool IsActive() => PXAccess.FeatureInstalled<PX.Objects.CS.FeaturesSet.integratedCardProcessing>();        [PXUIField(DisplayName = "Update Expiration Dates", MapEnableRights = PXCacheRights.Select, MapViewRights = PXCacheRights.Select)]        [PXButton]        public virtual IEnumerable UpdateExpirationDate(PXAdapter adapter)        {            if (Base.ProcessingCenter.Current != null && Base.ProcessingCenter.Current.ProcessingTypeName == typeof(KBTokenizedProcessing).FullName)            {                throw new PXException(KBMessages.FeatNotSupported);            }            return Base.UpdateExpirationDate(adapter);        }The error is: 'CCProcessingCenterMaint' does not contain a defi

When upgrading from Acumatica 24R1 → 26R1, the CCProcessingCenterMaint.UpdateExpirationDate(PXAdapter adapter) is now missing in \App_Data\CodeRepository\PX.Objects\CA\CCProcessingCenterMaint.cs.  I was overriding this method but was still using the base.  Was this method moved somewhere else?

I’m running Acumatica for my manufacturing and field service.  We have the Field Service module.  On some Service Orders and Appointments, we have items that production needs to Manufacture and Ship before the Field Service tech can be dispatched to the jobsite. For instance, the customer orders a pump. We have to manufacturer the pump, then deliver the pump, then once it’s delivered, Field Service needs to dispatch a guy via an Appointment to start up the pump.  We have the manufacturing and delivery part down 100%, and we have the service order and appointment part down 100%, but we can't figure out how to marry the 2.  I need a good way to get from “the delivery is confirmed, the product is on site” to “we need to dispatch a service guy by creating the appointment and putting the appointment on someone's staff calendar”.  I can’t put the manufactured item on the service order because then I can’t then create a shipment, so we put a service item on the Sales Order and mark it Appoint

I am having issues getting the insert new record button to show up on an entry point GI that is for a custom screen. I have the “Enable new record creation” button checked. I have insert or delete access but it still doesnt show up. I saw this post in the community that says to look in the hidden folder, but there isnt anything about my screen or GI in the hidden folder. I had issues with it not showing up on another screen i made but it randomly showed up. this one hasnt shown up yet. I tried restarted the application and logging out and back in. I also tried unclicking the “Enable new record creation” and then selecting it again. so far, nothing i have done has made it show up. Does any one have any ideas how to make it show up? 

 I have an order type LS, which is allowed to quick process (confirm shipment and create an invoice) When I press the button manually, it works as expected; then, I want to set up a business event that will auto-quickly process if the order type equals LS and the status is open.  But it’s not working; the system shows “button OK is disabled”.  If I remove this action and keep only  the “ press quick” action, the sales order only creates a shipment but does not confirm or create an invoice. Can you help me find out what I am missing? 

Looking for options to move inventory between locations in Acumatica but using a handheld device thats super easy.  Do not need full WMS at the moment, just very basic internal location movements.   Open to suggestions.   Thanks! Nirav S.

I’m planning to migrate custom screens to Modern UI in 2025R2 and want to confirm:Has the Modern UI architecture been finalized in 2025R2? Are there no major disruptive changes planned for 2026R1/R2? If I complete all Modern UI customizations in 2025R2, can I upgrade directly to 2026R2 later without needing to redo these customizations in 2026R1 first?

I'm on Acumatica 2025 R2 and trying to confirm whether the following is possible out of the box.Scenario:I have an appointment with one labor service line:Labor item: Technician Labor Estimated Duration: 20 hoursOn the Staff tab, I assign 2 technicians to the appointment. The intent is that both techs work in parallel, so the job finishes in 10 hours (10 hours × 2 techs = 20 total-hours).What Acumatica does:The appointment's Scheduled Duration is set to 20 hours, and the Scheduled End Date is calculated as Start + 20 hours — adding the second tech to the Staff tab does not change the scheduled window.My question:Is there any standard configuration (Service Order Type, Service Management Preferences, Service settings, etc.) that makes the appointment's Scheduled Duration automatically equal Estimated Duration ÷ Number of Assigned Staff?If not, what's the recommended default workflow when one labor line is meant to be split across multiple techs working concurrently? For example, checkin

Can customer use Acumatica 2024R2 until June 2026 when this version retired on 5 May 2026 ? Because the expired contract customer will due on 24 June 2026

HelloIs there a simple way to add a field to an already existing selector list? I want to add the default BOM (true / false) to this list. In the BOM profile this is the formula we use to allow it to come through on the profile GI: =IIf( [AMBomItem.BOMID]=[InventoryItem.AMBOMID], True,False).  

Hi, there is a standard ‘Production Ticket’ printed form and I want to modify the layout.Here is my current design:And below is how it shows. However, it only printed the first operation and first Work Centre in the BOMBelow is how I want it to look like. It should include all Operations and Work Centres in the BOM and so as the green boxes and lines should be printed based on how many operations and work centres there are. How can I achieve that? 

I’m now getting this compilation error:'SOShipmentEntry' does not contain a definition for 'OrderList' and no accessible extension method 'OrderList' accepting a first argument of type 'SOShipmentEntry' could be found (are you missing a using directive or an assembly reference?)So I noticed that it was moved to SOOrderExtension in 2025R2.  However, the graph for this is incompatible with SOShipmentEntry:PX.Objects.SO.GraphExtensions.SOShipmentEntryExt.SOOrderExtension docgraph = PXGraph.CreateInstance<PX.Objects.SO.GraphExtensions.SOShipmentEntryExt.SOOrderExtension>();This is the compilation error that I get:The type 'PX.Objects.SO.GraphExtensions.SOShipmentEntryExt.SOOrderExtension' cannot be used as type parameter 'Graph' in the generic type or method 'PXGraph.CreateInstance<Graph>()'. There is no implicit reference conversion from 'PX.Objects.SO.GraphExtensions.SOShipmentEntryExt.SOOrderExtension' to 'PX.Data.PXGraph'.Question: how do I create an instance of PXGraph wit

On the Approval Maps (EP205015) screen, if I want to set the Approver to be the Owner of the document, which value should I select in the Employee field: ((Document.CreatedByID)) or ((Document.EmployeeID.Selected))? 

Am I correct in understanding that the Inventory Transaction History screen (IN405000) does not include any history related to drop shipments? From what I can tell Invoices (from sales orders) and Receipts from drop ship POs are not showing up on this screen. Aren’t those part of the transaction history of those inventory items?

We purchase stock materials directly for our projects. Often the materials come in with freight bills, which we historically have added as a separate line item & recognized as a separate account group to the project. However, we are looking at using landed costs to get the actual cost of an inventory item tied to that item - as sometimes we move that item into Free Stock. The question is, is there a report or clear way to show the landed cost variance just on project inventory? We would like to have a clear way to audit why materials are over budget if it is due to inbound inventory freight.

Hey Everyone,We are having quite the issue with acumatica because it seems it was not built for the way we run our business. I’m curious if anyone else has these problems. Our company very heavily relies on lot tracking and traceability. Basically, we need to know what lot was used in what, and what warehouse location it was transferred to and everything like that. And for this reason we are not able to just backflush inventory, we need to actually assign each box that we use to a production order. But in the instance of a production order, we usually issue a full 900kg of powder into a production order. That 900kg of powder has a cost to it, which is then given to the first move transaction of finished goods.The issue is that the cost (value) given to the very first move transaction is exactly the same cost of 900kg, even though in reality, we only used 50kg. Lets say we make 4 more move transactions, these next 4 have 0 value in the system. How is there not a way for the system to ac

How do i have to use PX.Data.XLSXReader to read a specific sheet of the XLSX-File?

Hello all,How much time does it take to implement & migrate the data into Acumatica for Construction Foundation license?

Good day,I have business event that updates the SO Line as Mark for PO.  It works fine.  However, we have come across an issue with it updating the SO Line when the Order has the same inventory ID.  The Business Event update only one line correct and leaves the rest.  The trigger conditions are below.Has anyone run into this situation?  My thoughts are it is due to with Raise Event selection. Thank you.  

Hello, My company has multiple cross references for each product. One is global, one is an ISBN, and another is a Customer/Vendor part number. On my SO report and Invoice report, I need to include the ISBN. I am having trouble writing the logic necessary to say that if the alternate type is GTIN/EAN/UPC/ISBN then pull the alternate ID. If null, nothing. Thanks​​​

Hello,  In the GI is there a way to add the open qty section per PO receipt number and in Acumatica report designer?  Thank you. 

Does anyone have any preferred setups for handling expenses incurred on corporate credit cards?For context: We have 40+ corporate cards held by employees, each of which tends to incur 1-3 charges per day due to the amount of travel involved in our business. A very large proportion of these charges are fuel but the rest could be anything from lodging to supplies to recurring subscriptions.We implemented the Acumatica Time and Expense Module with bank feeds to import transactions so that employees could attach receipts and code what the purchases were for. However, this has proven to be an extremely clunky system and isn’t working particularly well for us because:The charge doesn’t import on the day it was made causing employees to have to wait 1-3 days to be able to attach receipts and then it can take another 1-3 days to route through the approvals process The fact that you have to claim a receipt then create a claim for the receipts in order to submit everything is essentially giving

Hello, I am looking to create a GI that shows dead stock but includes production orders. If this is not possible, I would like to create one for production usage only. Any tips would be helpful. Thank you.