Discussion Forums

We want to email a report using the Email Template and Automation Schedule but we receive the error “A field with the name FSAppointment.UsrPartsReviewed cannot be found”.  The report runs fine from the screen and I’ve built a GI that uses the custom field as a filter and it also works as it should.   We received these trouble shooting steps from Acumatica Support:1. The updated report version containing the refreshed FSAppointment.UsrFinishedDate field is assigned as the active/default version.2. The report attached to the email template is pointing to the correct report ID/version.3. The customization package that adds FSAppointment.UsrFinishedDate is published in the tenant where the automation schedule is running.4. The automation schedule is running under a user that has access to the customization field/report.We verified all these as well as clearing the cache and restarting the instance but the issue still persists.  Just wondering if anyone else has had this issue and have bee

We are trying to develop a more systematic physical inventory process and are looking for advice on best practices within Acumatica.We are currently using Acumatica 2025 R2 (Classic UI).Our challenge is that we do not want to lock the entire warehouse when performing a physical inventory. Ideally, we would like to count only specific Inventory IDs or locations at a time.I realize that Physical Inventory Types can be filtered by location, and the Prepare Physical Count process allows us to further filter by locations and inventory items when generating a count. However, with approximately 1,300 active Inventory IDs and 1,500 warehouse locations, it still feels like a very manual process to decide what should be counted and when.From what I have seen so far, setting up and managing Physical Inventories appears to be heavily manual. Am I missing something, or does Acumatica really lack the ability to generate and manage cycle counts in a more systematic way?This has led me to investigate

Up until recently our company has solely used production orders for our manufacturing process. We have found that we can use the Kit Assembly process and still have the lot tracking capabilities that we desire. The one thing that we loose out of the box is the ability to track labor associated with the kit assembly and have that labor cost be allocated to the item being created. Has anyone come up with a process for this? 

The Project is a field in the POReceipt table - but it appears after upgrading to 25R2 from 24R2 it is no longer visible and can not be added via screen configuration. Is this true?We got our total cost back - now the Project is gone :/

Hi, Does anyone know how we can grant this blue “x” velixo customization on all GI’s to other users outside of system admin? We’ve searched everywhere on Access Rights.  Our product management team needs it and their role has access to the entire Velixo segment, but this button doesn’t appear on any GI’s. 

Hey there! Since “IsDefault” is non-existant in the POVendorInventory DAC how else can I bring in the default vendor for a specific inventory item?

I am currently configuring an automated invoice emailing process in Acumatica using Business Events + Email Notifications + Attached Reports.My setup is the following:Business Event Type: Trigger by Record Change Screen: AR Open Invoice (GI based) Trigger Condition: Old Status = Balanced New Status = Open Subscriber Type: Email Notification Attached Report: AR641000 - Invoice/Memo “Use Event as Data Source” is enabled Source Table = ARInvoiceThe Business Event and Email Notification are working correctly:The email is successfully sent The subject/body correctly resolves dynamic values such as: ((ARInvoice_refNbr)) ((ARInvoice_docType)) The Related Entity in Business Event history correctly shows the invoice reference number The AR641000 report displays correctly when manually run from the screenHowever, the issue is that the PDF attachment generated from the Email Notification is blank.The PDF structure/layout loads, but no invoice data appears inside the report.I already test that

We have developed a very powerful Approval Workflow that works on over 20 of Acumatica’s most used screens. Unlike other Approvals Workflows in the market that mostly manage AP Invoices, this workflow basically works on any screen that has Approval Map in Acumatica.Some of the benefits of this advance workflow are:The workflow allows to define multiple Approval Classes and Approval Routes.The workflow allows to Approve, Reject, Route, Skip and Complete any given document based on the permissions. Users who are part of the Approval Admin Role, can override the step.Approval chain can be set up at master record levels in combination with the Acumatica’s built in functionalities and used in transactional approval. For example if you are a construction company, you can setup your approvers on the projects and then use them for example in AP bills or subcontracts.,.. we support up to 10 level of Approvals at master record levels but can be increased if needed.All actions are permission base

Hello all,I want to know if tyats a possibility to create inter-unit production processes have 2 sites in Acumatica? Can anyone guide me thru this.Thanks

Hey, team - I am attempting to automate an email when an AP Batch is released to only those vendors associated with payments in that specific batch.  However, what I’ve built is resulting in an email to many vendors that are not associated with payments in that batch. I've reviewed the following video in preparation for this. https://www.youtube.com/watch?v=JEwTAB47opg The Business Event triggers and sends an email when it's expected.  However, the issue is in the sending of unnecessary emails to vendors who aren't included in the released batch.  My guess is there is an issue with the GI. GI and BE attached

Hi everyone,I am working on an Import Scenario and wanted to confirm if this is possible using standard Import Scenario functionality.Goal:I have a Generic Inquiry that returns one row per completed Sales Order. The GI calculates a handling fee amount based on 25% of the freight amount.Example GI result:Order Nbr. Freight Amount Handling Fee 25% SH12345678 17.41 4.35 I would like to use this single GI row to create one GL Journal Transaction with two detail lines:Account Debit Credit 1111- Shipping Revenue 4.35 0.00 Handling Fee Revenue GL 0.00 4.35 Question:Is there a way in an Import Scenario to take one source row from a GI/Data Provider and insert two detail lines into the Journal Transactions screen?In other words:1 GI source row → 1 GL batch with 2 transaction detail linesI tried mapping two Transaction Details lines in the same Import Scenario, but I am running into issues saving the scenario / processing the mapping.I am trying to avoid creating a custo

Has anyone created an import scenario that creates a journal entry and adds it to an existing recurring schedule.  Customer has approx 200+ journal entries that need to be imported and added to various schedules. Appreciate any assistance!Thanks.

I am getting the following error in report designer. An error occurred while executing the Substring(Identifier(ARTran.TranDesc), Const(0), BinaryOp - (InStr(Identifier(ARTran.TranDesc), Const(|)), Const(1))) function. Length cannot be less than zero.Below is the formula. It works in a GI, but not here.=iif(InStr([ARTran.TranDesc],'|')<0,[ARTran.TranDesc],Substring([ARTran.TranDesc], 0, InStr([ARTran.TranDesc], '|') - 1)) I am trying to print all characters to the left of “|”, but this fails when there is no “|” in the string.  

For building an ETL pipeline to warehouse Acumatica data, are there any approaches to detect deleted records besides the traditional primary key comparison method?

We are aware that currently there is an issue adding images to posts. Support has been notified and we are awaiting resolution. No ETA at this time. This post will be updated when there is more information.

Hi,I created one Processing screen with List of Vendors..After Processed selected records(3), All records(10) got vanished from the screen.If I refresh the grid/screen, then unprocessed records(7) are showing in the screen.How can I get unprocessed records automatically  without refresh after processing??Thanks.

Early this year, we added the Expense Management Module.  We have not been able to go live due to multiple usability issues - we have not been able to begin testing and mapping due to the fact that the Plaid/MX feeds for our credit card accounts do not bring over account owner information. That information is essential for a corporate card account with 20-30+ users. It is also essential for the functionality of pro-actively prompting employees to enter receipts for charges and matching those charges to the correct receipts. We need employees to proactively to see what charges are remaining to submit receipts on vs a manual receipt upload where after a month at reconciliation, accounting realizes they are missing multiple receipts and cannot complete the statement reconciliation.Is anyone using any third party/Acumatica friendly expense management apps that connect directly to Acumatica existing projects & GL Accounts as well as the ability easy approval mapping? If so, can you plea

Hello experts, i have created access right by role for sales user and have restricted user to create shipment but when i am creating sales order create shipment button gets enables and allow to create shipment. please check the screen shot for access right by role and please let me know what am i missing. 

Hi everyone,Our team is ramping up on the new Acumatica UI and we're gathering training material to get everyone up to speed. We've already found the T290 course, which has been helpful.We're now looking for additional sources to round out our learning — anything that covers the new UI in depth. A few things we'd love pointers to:DevCon / Acumatica Summit sessions or recordings on the new UI Blog posts or article series YouTube channels or playlists Any other official or community-made content you'd recommendPlease let me know if you have something!

Hi, we have a set up of promotions by item class but need setup mixed promotions. Eg. Item Price Class 1 QPD 120ML (24) has 24 products in it. There is a promotion that is Buy 4 get 1 FREE (the products can be any of the 24 in the item price class). Currently Acumatica will only apply the discount if the customer buys Qty 4 of the one item – not mixed.Any thoughts on setting up mixed promotions?

Hi, Is there a configuration that allows revenue to be recognized as sales income at the time of shipment confirmation? Thanks,

Hello, I am trying to customize the screen SP401000 which only appears in the modern portal. I created a typescript and html extension for that screen, and published via the project editor in the main instance. Once I go into the portal of that main instance, those fields don’t show up. Is there a different process for adding custom fields to the portal? When I did ctr+alt in that screen, the view uses the same CRCase database which those custom fields are located in.

We are setting up the native connector with Shopify B2B.In Acumatica, we have customers set up with multiple Locations — for example, a company with several office branches, each with its own address.How do we configure the connector so that when a B2B order is placed from a specific company location in Shopify:- The Ship-To address on the Sales Order becomes the address of that location (the office that placed the order)- The Bill-To address remains the address of the parent company

I have my custom form.DAC: [Serializable][PXCacheName(Messages.CustomerStandingPOs)][PXPrimaryGraph(typeof(ABCustomerPOsMaint))]public class ABCustomerPOs : PXBqlTable, IBqlTable{    #region CustomerID    public abstract class customerID : PX.Data.BQL.BqlInt.Field<customerID> { }    [CustomerActive(Visibility = PXUIVisibility.SelectorVisible, DescriptionField = typeof(Customer.acctName), Filterable = true, Required = true)]    [PXDefault(PersistingCheck = PXPersistingCheck.NullOrBlank)]    public virtual Int32? CustomerID { get; set; }    #endregion    #region EffectiveDate    public abstract class effectiveDate : PX.Data.BQL.BqlDateTime.Field<effectiveDate> { }    [PXDBDate]    [PXDefault(PersistingCheck = PXPersistingCheck.NullOrBlank)]    [PXUIField(DisplayName = Messages.EffectiveDate, Required = true, Visibility = PXUIVisibility.SelectorVisible)]    public virtual DateTime? EffectiveDate { get; set; }    #endregion    #region ExpiryDate    public abstract class expiryD

Good day all,Working on trying to make a sales order for a project specific inventory item, a lot sale, and when i go to create the sales order i get the error saying the quantity is negative if i go through with it. In my inventory allocation details it shows I have one on hand. So how do i fix this? Trying to record the sale of the lot/inventory to my project. I also cannot select in the top part of the sales order anything but Project X.  How do i fix this? Please help. Thanks in advance.