Discussion Forums

Hi Acumatica Community,We have a standard report for Audit TrailBut as we observed, you can track the changes of audit trail by selecting Screen ID (1 Screen ID at a time).Is there a consolidated report for all screen that I can check the for all documents and its movement?Thank you!

I cannot seem to resolve the error ‘The Submit button is disabled’.If the Submit action is removed, the time card Save creates and saves the time card as expected.I have tried many options in the scenario to continue to Submit without any luck (different flags, different Submit action, etc.). Any suggestions on how to resolve? Attaching the XML also. 

Hi community,I am trying to apply custom styling (background-color and font-weight) to a custom action button on the Shipments (SO302000) screen header in the Modern UI.Here is my code for the Classic UI:  #region Actions public PXAction<SOShipment> bZProcessShipment; [PXButton(Category = "Processing")] [PXUIField(DisplayName = "Process Shipment", MapEnableRights = PXCacheRights.Select, MapViewRights = PXCacheRights.Select)] // Upgraded to Acumatica 2025 R2 by Biz_Vahe protected IEnumerable BZProcessShipment(PXAdapter adapter) { string shipmentNbr = Base.Document.Current?.ShipmentNbr; if (string.IsNullOrEmpty(shipmentNbr)) return adapter.Get(); var adapterCopy = adapter; Base.Save.Press(); PXLongO

Hi Team,We have modified the Postal Code field using CacheAttached to make it a selector, and it is working fine in Classic UI.However, in Modern UI it is still behaving like a normal text field.In the TS file, I added:@controlConfig({ allowEdit: true })PostalCode: PXFieldState<PXFieldOptions.CommitChanges>;But the selector is not getting applied.Could someone help how to convert Modern UI to support selector fields?Classic UI Thanks In advance!

Anyone know how I can format date/time field in a GI to hide seconds? (e.g. 11:42 AM instead of 11:42:06 AM)I tried function shown below in the style column but it doesn’t change anything…  

I have two situations: one in a SaaS environment and another in a cloud environment. Using the link mentioned above, it works correctly in the SaaS environment, but it does not work in the cloud environment. Could you please suggest what I can do?  

Hi, we are trying to automate the calculation and processing of AR Overdue charges. I have setup the Automation schedule and the last two months, it did not create any Invoices.So in looking at the Scheduler, it does not give the action to calculate first.  So Process all does not process any documents. Please advise.  

Hello Acumatica Community,I'm reaching out to connect with finance professionals who are heavily involved in the month-end close process. Our team is working on enhancing this critical workflow with improved automation and AI capabilities, and we'd love to hear from you!We're particularly interested in speaking with:Controllers and accounting managers who oversee month-end close Team members who execute month-end tasks regularly Anyone who has developed checklists or workflows for month-end activitiesIf you're willing to participate in a brief discovery call, we'd like to discuss:Do you have a checklist workflow that you use for monthly close? How did you create that checklist and how often does it change? How much time does your month-end close process typically take? What are the most time-consuming or tedious tasks in your process? Which activities are performed inside vs. out

We have a critical need to get the actual dollar amount that the customer has paid to date on a project so that we can display that value on a project summary report.  We’ve tried to figure this out but whatever formula or string we need to develop in order to come to the number has proven to be elusive.  Anyone have a way to get this paid-to-date number?

Does anyone know if this functionality has been improved?This is an operational situation we see, both planned an unplanned, where we want to be able to link demand from an existing Service Order to an existing Purchase Order.This is in order to account for changes/mistakes after the original purchase order was created from the demand and also we need to be able to take advantage of purchase requirements for vendors such as minimum order qty, total order amount, free shipping, etc.Our purchasing is not centralized and many people do their own purchasing as needed.There should be a way to link to demand from transactions that haven’t been purchased yet to existing purchase orders.One way would be to identify an Existing Purchase Order on the Create Purchase Orders screen before the processing happens.Another option is to have the ability to set the PO Detail Line Line Type to Goods for SO or Goods for FS and be able to lookup and set the Sale

I have a client who is attempting to import open POs and open Appointments/Service Orders. Is there a way to create a PO who’s lines are linked to demand (mark for po)from specific appointments? Currently if the appointment demands items be purchased the po will be linked to the appt. Can I do that retroactively? Can I import an appt. which has line items marked for PO, then import a PO with those requested items and link them together?

Has anyone found a solution to getting cost/margins in CRM Sales Quotes? This is such a basic feature for quoting. While some businesses simply quote based on set sales prices, other businesses have salespeople who need to know costs in order to provide quotes/discounts, etc. I am struggling to understand why Acumatica CRM Sales Quotes do not provide any sort of cost/margin calculation/visibility functionality. I have upvoted a few entries I find that appear to be related.

We noticed that in some situations while working in Modern UI, uploading files (for example receipts/attachments) can take a long time and sometimes the screen may freeze during the process.A suggested workaround in such cases, as recommended by the Acumatica support team, is to switch the screen to Classic UI, where the file upload process works smoothly without freezing.However, most implementations today recommend Modern UI for clients, and asking users to switch between Modern UI and Classic UI for certain screens every time they perform an action may not be very convenient. From the client’s perspective, repeatedly changing the UI can feel uncomfortable and disrupt the user experience.I wanted to understand from the community: Have others experienced similar behavior in Modern UI while uploading attachments/receipts? Are the

When passing payment information from Shopify to Acumatica via the connector, by default the ‘id’ is pushed to the Payment Ref field on the prepayment record.I need to pass our internal payment ID to the Payment Ref field.As you can see in the transaction example data below, the payment ID 12345678910aa is held in the ‘receipt’ as well as the payment ID. The issue is, only receipt is accessible from the dropdown of data options in Acumatica.I’ve created this mapping using a formula to strip the extra characters from the receipt data:      "receipt": {        "payment_id": "12345678910aa"      },Using this formula:=IsNull(    Trim(        Replace(            Replace(                Replace(                    Replace(                        [OrderTransaction.Receipt],                        '{',

Hi,I have a requirement print multiple shipments at once. For that I am using Process Shipment Screen; however, when I select multiple shipments and process, the system will provide a preview and I have to view one by one and click on the Print. Is there an option I can print shipments without reviewing one by One.Thanks!

I am trying to figure out how to remove this filter when one of my users goes into Project Budget Forecasting. I no longer see a way to set a screen default filter in the new version unlike in the old version. This filter is set in the sidebar and in the Project Budget Forecast screen.   

Hi all,I’m trying to write a generic inquiry to calculate the total purchase $ for an item by warehouse by period. My first thoughts were to go at it using INTran and just check the Tran Type. Is this the correct route or is there a better source? Also, what transaction types do I need to check for in order to ensure i’m aggregating ONLY vendor purchase $?thank you!Joseph

Hi AllHow do I setup wireless thermal label printing from the Mobile App? Will I also need Device Hub? If so, how do I setup Device Hub on the Mobile App.

Until two weeks ago my integration was working. But for the last two weeks (since March 7th, 2026) I can't make it succeed no more.For context:I'm also downloading many other tables. Sometimes we get 5xx but with retries is enough. For many other integrations (other clients) things are working fine.The problem:As I need to download all the Journals, I'm applying this strategy:I define a date range to $filter: 30 days. Within that range, I paginate with $top=1000 + $skip to fetch all the journals in the period. Then I choose the previous period and repeat (moving backwards until there are no previous journals).I could retrieve a couple of pages, then I started getting timeouts from my side after waiting 10 minutes for a request to finish. Even retrying 5 times. No success. Example request:HTTP Request: GET my.acumati

Hello Team, I am getting error while order creation sending with payment details via api.Request- Description:While creating a Sales Order with payment via API, the system throws an error during AR Payment creation. The payment is being passed in the payload, including Cash Account and Payment Method, but the system is not recognizing the Cash Account and fails validation.Error Message:Inserting 'AR Payment' record raised at least one error. Please review the errors.CashAccountID: 'Cash Account' cannot be empty.Steps to Reproduce: Create a Sales Order via API. Include Payment details in the request (PaymentMethod = CASH, CashAccount = 10250). Submit the request.  

Hi Acumatica Community,In Acumatica, when we create a Sales Orders with a customer exceeds in their credit limit. There’s a warning sign.Once we remove hold, the status will become Credit HoldWith this Set up (Customer Profile and Order Types) Our requirement is to restrict the saving of Sales Orders when the Customer is already exceeding in credit limit.Is that possible?Thank you!

Hi, In GST Pending Recognition report below, there is an Unrecognized Tax Total. This is a standard report in Acumatica.How do I get the 2 headers  (Taxable Amt and Tax Amt) total just like how Unrecognized Tax Total is? Based on the screenshot below, it totals per Tax ID (i.e., G1SALESINCGST).I’ve tried using formulas such as =Sum(Max([SVATConversionHistExt.TaxAmt])) but that doesn’t work. It gives me wrong totals. I’ve tried variables too - doesn’t work either.  

Hi,Has anyone created a custom ACH-type export scenario for an international bank payment file?We have received a client requirement for a new ACH-type custom export scenario for BNZ bank's international payment file.I've attached the bank payment file guide for your reference. If anyone has experience or has created a similar custom export scenario, please let me know.Thanks 

Hi All,When providing service, technicians must answer a set of questions regarding the equipment's condition or the service provided.Once completed, the answers will be sent to the customer as a reportI have seen some posts about the Acumatica Survey. However, this feature has been built like a form, that will be sent out to collect feedback and it doesn't work for people using Field Service.So I question how the other companies are using the Field Service Feature facing this issue.Are there any solutions for the Field Service Survey? because this is not a special business process.Best regards,Yên Chi 

Hello everyone,We recently upgraded to 2025 R2 and one of our Import Scenarios is now throwing errors.  Here is the main one:  The Import Scenario is Deleting the Salesperson from each location in preparation for adding the new person in a second scenario.I went to the Customer and every aspect is filled out correctly.  Nothing in the error message is empty for the Customer.  Do we need to add all of those fields now to each Import Scenario???  I have attached the file to this post.