Discussion Forums

Hi Connections, I’ve a query related to expiry date control in Acumatica. Every inventory is specified as lot/serial and has an expiry date. As a result, based on that approach, expired items should not be processed. Is there any evidence that an item was expired at the time of shipment/transfer? Either Warning Message/ Allow / Don’t Allow Setups.,  I couldn't find any settings that would help me control this concern.  Hope you guys can help me on this topic. Thanks Ram 

I recently noticed that when using the Prepayment Invoice functionality that the Prepayment Invoice seems to be considered a Payment despite not having received any Payment against that invoice. I am honestly surprised, but is this expected?It is truly just an Invoice like any other, but Total Paid and Unpaid Balance considers it a Payment it seems like. Does anyone else have this issue?We are having issues with appropriately reporting the true Balance due on an Order and depending on what stage the Prepayment invoices are in, the Balance Due is off by the $ Amount of Unpaid Invoices pretty much. 

I am wanting to concat two user defined fields as shown below but when I do this it is returning the value ID and not the description. How can I swap this around? The description is the full field I want since its what appears in the UDF drop down. =Concat( [SOOrder.AttributeSWAISSLOC],' - ', [SOOrder.AttributeSWAISSTYP])

I would like to enquire if anyone has experienced custom workflow breaking after Acumatica 25R1 Patches . I had a customized Vendor approval workflow that was working in the earlier versions of  25.101.0153 but after this patch  25.101.0153.9 + ,the custom workflow is no longer functional.Can anyone assist?

Is there a reason why a PO Status is getting changed to closed when we still have unbilled receipts and the PO is still open? For example - we do a PO for 7 boxes, do receiving for 7 boxes but first invoice from vendor against the PO is only for 6 boxes. When we enter that first invoice, the PO status is getting changed to closed which is very confusing for both our purchasing and AP Team. We are still able to a bill for the remaining 1 item, but it is confusing since from a high level it seems the PO is fully completed and closed.   

I’m working on a Generic Inquiry (GI) to display projects, and I need to filter the results based on the logged-in users employee record.Howver, I added the condition as the EPEmployee.UserID=@me.Below are the tables I have used and the relationship. I could not get the excat values. 

I’m in the process of converting custom screens from classic to modern UI for 26R1. Some of these screens are primarily used by shop floor employees via the mobile app. Is there anything special I need to do for that, or will they still keep working? Are there upcoming changes that will require updating the mapping to accommodate the move to the new UI?I haven’t been able to find answers on this.  

Dear community,We are in the process of migrating Pivot Tables to the Modern UI and would like to collect some feedback and information about the usage scenarios.In the Classic UI, there is an option to create a pivot table directly from a GI as a GI’s tab or to go to the SM208010 Pivot Tables form and create a pivot table as a separate form with its own Screen ID and a menu item.Can you please share your usage scenarios for the second option? (pivot table as a standalone form)

We have a client running Acumatica 26R1 that operates as an Engineer-to-Order (ETO) manufacturer. Their projects often contain hundreds of budget lines, and they are utilizing the new Revenue % Complete calculation method for project billing.One challenge we are encountering is preventing the revenue-side % Complete calculation from exceeding 100% of the revenue budget when actual costs exceed the original cost budget. In these scenarios, the project may legitimately run over budget on costs, but we do not want the Revenue % Complete billing calculation to generate billings beyond 100% of the contract/revenue budget.Has anyone found a standard Acumatica solution to cap the Revenue % Complete calculation at 100%? I have experimented with billing formulas but have not found a reliable way to prevent over-recognition when costs exceed budget.At this point, I am considering a custom Generic Inquiry with a Business Event and automation process to calculate and update the revenue-side comple

Hi All,Is there anyways the quantity can be defaulted for as stock item to a MOQ for a specific supplier when a line item is added to a PO. Without using Replenishments  

 when I try to create shipment on this order, I have the problem “Order RR RR26000144 does not contain any items planned for shipment on '12-Jun-2026 12:00:00 AM'.” It causes the problem only order RR.

I'm trying to create a processing screen with a filter containing an Email Account selector and a grid below showing incoming emails for the selected account.Initially I tried using a PXProcessingJoin directly on CRSMEmail:public PXProcessingJoin<CRSMEmail, LeftJoin<BZPODocument, On<BZPODocument.messageID, Equal<CRSMEmail.messageId>>>, Where<CRSMEmail.mailAccountID, Equal<Current<EMailAccount.emailAccountID>>, And<CRSMEmail.isIncome, Equal<True>, And<BZPODocument.messageID, IsNull>>>> Emails;When I set grid's DataMember to this view, I got the following error:An unhandled exception has occurred in the function 'get_Item'. Please see the trace log for more details.undefined: Cannot read properties of null (reading 'elemByID')I then switched to using a PXProjection DAC based on CRSMEmail: [PXProjection(typeof(Select2<CRSMEmail,LeftJoin<BZPODocument, On<BZPODocument.messageID, Equal<CRSMEmail.me

 The PO exchange rate here is 1 USD = 59.75 PHP When trying to receive it, the Currency exchange rate becomes 0. I have tried to put an effective exchange rate, but to no avail. Please help. Thanks

 We have a requirement to provide users access to financial reports only for the subaccounts they are authorized to view. How can this be achieved? I have already tried using restriction groups. But seems it doesn’t restric users by viewing the other subaccounts.

Hi all,Incase other people aren’t aware, per the subject of this thread:When you import a Generic Inquiry from XML, the XML contains a tag for <?xml version="1.0" encoding="utf-8" standalone="yes"?><data-set> <data> <GIDesign> <row DesignID="8b5104f6-326b-4194-a29e-b424601e5b61" Name="AR-Customers" FilterColCount="3" PageSize="0" PrimaryScreenIDNew="AR303000" NewRecordCreationEnabled="1" MassDeleteEnabled="0" AutoConfirmDelete="0" MassRecordsUpdateEnabled="0" MassActionsOnRecordsEnabled="0" ExposeViaOData="0" ExposeViaMobile="0" ShowDeletedRecords="0" ShowArchivedRecords="0"> </row> </GIDesign> </data></data-set>The DesignID here is what GI imports key from, so if you’re modifying a GI and don’t want to replace the original GI, you really need to update the DesignID to be a new value. In the Modern UI issues thread: There was a slight discursion between me & ​@bwhite49      I’ve been having issue with migratin

Hello all,I have a scenario where the end user procures fabric rolls in tonnes. The usual width of the roll is 10 meters however sometimes it comes to be around 9 meters or 11 meters. So even if they’re procuring in tonnes, how can we handle the variance in the dimension?Since the fabric is to be used into production, how to account for the same. 

hi, Can anyone please confirm what the latest Acumatica 2025 R2 build available right now is?I can currently see build 25.200.0248. Is this the latest build, or is there a newer one available? Thanks

Hello all,How can I create Production order based on MRP. So its like, based on SO, MRP will be generated and then the Production Order will be created. How to do so with MRP?Thanks.

I'm trying to set up an external application using Microsoft graph authentication in order to authenticate a shared mailbox in Microsoft.  In the external applications, there's an option to select Microsoft Graph, but in the email authentication drop-down when setting up a new email account the only options are OAuth.  Can anyone advise on this?

Hi everyone,We order things from vendors sometimes direct from overseas or from domestic locations. An item could have different pricing based on where we are ordering it from. e.g. Overseas is $10 USD, Domestic stock from US is $15 USD…Is there a way to keep both sets of pricing for each item in the system without creating a separate vendor?Thank youJoseph

I’m stumped here. I have a screen with a tree view driving a form and details grid. this was working perfectly in the classic UI but I simply cannot get it functioning in the MUI. The modern UI displays the tree nodes correctly, but no matter what I do, the grid and form stay empty as if totally disconnected from the tree nodes. Anyone have suggestions or direction? The documentation has very few examples, and I also wasn’t able to find any answers by reviewing the front end code for the Configuration Entry screen. I’m assuming IF the issue is in the front end code, it’s in the “@treeConfig” decorator, but I’ve tried changing so many things and it hasn’t affected the dependent form or grid at all. I’m left thinking something may need to be changed in the graph.  Classic UI, from and grid load as expectedASPX from Classic UI <%@ Page Language="C#" MasterPageFile="~/MasterPages/FormTab.master" AutoEventWireup="true" ValidateRequest="false" CodeFile="PV302010.aspx.cs" Inherits="Page_PV

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 Mark De Castro - Acumatica Community Featured Member for June 2026Meet Mark De Castro our Acumatica Community Featured Member for June 2026. It’s great to have you as part of the Acumatica Community ​@MarkD! Acumatica Community Webinar - Is your Acumatica system running harder than you realize? - June 18, 2026Acumatica 2026 R1 introduces a powerful new Resource Monitoring dashboard that gives administrators and partners real-time visibility into how their system is actually consuming CPU, SQL, and memory — mapped directly to the screens and actions driving that load.Join us for a live walkthrough where we'll show you how to use the new monitoring tools to spot performan

We have a regular business need for barcode images (JPGs) of arbitrary lists of items for use on promotional and other sales materials. It could be up to a thousand items so the ability to mass-process is a must. It seemed silly to me to license additional software just for this when we already are printing barcodes internally on reports like the pick list. So I devised a report which gets as close as can be - it still relies on external software like Adobe Acrobat Pro or PDF24 to convert the PDF into images. It uses some clever page setup and join tricks, so I thought I’d share. Piece 1: Page SetupExported PDFs don’t have individual images embedded and the images don’t export to Excel. The PDF → Image converters can split the document by page, so the goal is to have one barcode per page. A page break after the detail section easily accomplishes this. To save on further processing, I also wanted the page to be exactly what was needed for our materials, that being just a thin strip of b

I am trying to set up overdue charges in Acumatica. We want the charge to be per invoice.I have our test account set up to apply overdue charges: Their customer class also has overdue charges applied: And the test invoices have overdue charges applied as well: When I calculate and generate the invoice for the overdue fee, it has a fee for each overdue invoice, as well as the “Contractor Overdue” fee:How can I set this up so that only the invoice fees appear on the Overdue fee invoice?The logical fix is to uncheck “apply overdue” on the Customer Class page and the individual Customer page, but when I do that, nothing populates during the “Calculate” function on the AR507000 page.

 GIDate MM/DD/YYExport ScenarioExport Scenario Date format is adding time. I want it in date in MM/DD/YYYY