Discussion Forums

For the service orders and Appointments in the Service Management module, I wanted to add a column that will show the not just the date but also the Time a Service order/ Appointment was created for example 3/30/26 11:40 am We have had it happen a few times where a customer questioned why it was an after hours call.  Currently the column on the GI is a field called FSServiceOrder.CreatedDateTime but it only displays the date and not the time.  I know the time information is also stored in there but only the date is displayed.  I have a workaround in this case because I pulled it into excel and was able to see the full date/time info but I would like to revise it so that it shows on the GI view.   I know there are date functions I tried using those but I can’t see to get it so it shows the full date and time. 

Business event has 4 records change triggers using ORIs there a way to tie a different email notification to each trigger?or do I need 4 business events to identify in the email which filed changed?  

Dear Acumatica Support Team,I would like to inquire whether it is possible to import inventory items into the Requisition screen.Currently, I need to add more than 100 inventory items to a requisition, and selecting each item manually is very time-consuming. It would be greatly appreciated if you could advise on which function or tool (such as an import scenario or any standard feature) can be used to import inventory items in bulk.Thank you very much in advance for your support and guidance.

Dear Acumatica Support Team,I would like to seek your guidance on handling a purchasing scenario involving multiple suppliers during bidding process.In our case, we need to purchase several items from different suppliers because some items are more cost-effective with one supplier, while others are cheaper with another. For example, we may need to purchase three items from Supplier A and another three items from Supplier B within the same purchasing process.In some cases, we already receive market prices from vendors and clearly know the pricing in advance. For these situations, we do not require a bidding process. However, for certain items, we may still need to compare prices across multiple suppliers before making a purchasing decision.Could you please advise on the recommended way to manage this scenario using the requisition or purchasing features in Acumatica? Additionally, if there is any supporting documentation or step-by-step guideline that explains how to handle requisitions

Is it possible in Acumatica ERP for an RMA order type to generate two open shipments simultaneously — one outbound shipment and one return shipment?The scenario is that a customer is receiving a replacement item while the original item is collected during the same driver visit. This is for bulky furniture items, where separate collection and delivery visits are operationally inefficient.The key requirement is the ability to create:an outbound shipment for the replacement item, and a return shipment for the item being collected…both generated together from the same RMA/replacement process, so they can effectively be treated as a linked operation operationally.Has anyone implemented something similar? At the moment, it looks like you have to complete the return shipment before you can create the second shipment. 

Hello all,I am curious to understand the purpose of Keys under Production Configurator. Maybe with an example?Thanks in advance.

 Maybe this question is very simple, but I can’t find an answer about it.I know that if I write an event like this and do not call baseMethod inside the body, the base method code will not execute. If I want the base code to run, I must explicitly call it. This part is clear to me.​​​​​​​protected void _(Events.RowSelected<ARInvoice> e, PXRowSelected baseMethod) { }When I write the event like this, I tested that the base methods are called automatically:protected void _(Events.RowSelected<ARInvoice> e) { }But I do not understand why this happens. I tried to find something in the documentation.In the 2026 R1 Developer Guide, I found information that seems to contradict what I observed during testing. In T210, I found events written without baseMethod, so I assume that writing them this way is valid.However, there should be documentation somewhere explaining this behavior, and I do not understand what is written in the Developer Guide regarding this case.Could you provide a g

How to generate a GL detail report for a range of GL accounts? Can the report sorted by GL accounts instead of batch numbers?

 Love seeing this on my desktop every day!  (This is a login banner from 26R1).   

HiIs it possible for a journal batch to be input by a junior employee and then held waiting for approval by a senior approver? thanks in advance

Hi,I created a Power BI paginated report and embedded it in Acumatica. I’m able to view the report without any issues, but another user is unable to access the report screen within Acumatica.The same user can successfully open and view the report directly in Power BI Service, so it doesn’t appear to be a permissions or licensing issue on the Power BI side. I also contacted Microsoft Power BI support, and they confirmed there is no issue with Power BI.This issue occurs only when accessing the report through Acumatica.Has anyone encountered a similar issue or can provide guidance on what might be causing this? Any leads would be greatly appreciated.

Hello everyone,I’m trying to calculate the selling price of my stock items (IN202500) using LLM prompts.Specifically, I want to multiply the field AvgCost (INItemCost) by a factor of 1.72, which accounts for the following costs: 10% Storage costs 2% Transport costs 20% Personnel costs 5% Marketing costs 5% Miscellaneous costs 30% Profit margin Unfortunately, I’m struggling to get the correct price calculated. Do you have any tips or advice?Here’s one of my test prompts: ## Context InstructionsYou are an AI assistant working with ERP data.## Instructions with Input DataCalculate the field ((InventoryItemCurySettings.BasePrice)) based on the following input data and formula.Input Data:- Average Cost: $((INItemCost.AvgCost))Calculation formula:BasePrice = AvgCost × (1 + 0.10 + 0.02 + 0.20 + 0.05 + 0.05 + 0.30)BasePrice = AvgCost × 1.72The following surcharges are applied to the average cost:- 10% Storage costs- 2% Transport costs- 20% Personnel costs- 5% Marketing costs- 5% Misc

This is Classic and it’s very clear, area of the form, object,In the Modern UI you have to scroll thru a list of all Target Option and fields.And you can’t just type and let it find the field.  I would suggest not doing scenarios in the Modern UI.

We have been operating a single company with no branches since our go-live about 9 months ago. We are needing to create a new parent company in Acumatica which should not have any transactional data, vendor/customer profiles, etc. The company we have been operating should be a branch with all transactional data and profiles in the branch. Then we’ll add a new branch which also start “blank” with no transactions or profiles.  When I set up a new company in our production tenant, it is automatically populating all the data into that new company. Then any branches under the company also have the same transactional and profile data. How do I create “clean” company and branches while keeping all our existing data in a single branch?

I have a client that has an Acutal and a Cash Basis ledger. Is there a way to include the ledger selected in the column header to prevent confusion for the user?

Hi there,I’m working on the self-service portal in 25R2. My company has decided to implement it for brand ambassadors (salespeople) before rolling it out individual customers. I’ve already created a GI to filter cases based on User → Employee → Salesperson → SalespersonCustomer → Customer → Case, but when I redirect navigation of the CaseCD link to the Case Details screen, I get this error upon clicking the CaseCD: My theory is that the portal only “loads in” the cases from the currently logged-in company, which works great for customers but not so well for employees. Is there a way I can extend / customize this behavior to make these cases’ details visible to the salesperson? I’m pretty new to Acumatica, so please forgive my lack of knowledge about the backend workings of the software - I’m eager to learn more.

Hello community,I have been working on an import scenario of Purchase Receipts, where I am looking to import the lines using Add PO button → Under the Details tab, but the scenario isn’t working. Can anyone let me know what is it that I am missing here?Have attached the XML file of the import scenario. Thanks in advance.

Is there an existing integration with either Ceridian or Payworks, both for Canadian PR processing. 

 Don’t miss our upcoming CRM webinar:  Maximize the CRM Advantage: Streamline Sales and Operations.  Please join ​@MichaelBradner55 and I on Tuesday, May 19th at 1p EST to learn all about leveraging Acumatica CRM to:Streamline your sales process Improve customer engagement and retention Gain valuable insight to inform your business decisionsWhether you’re an existing CRM user or curious about adding it on, feel free to sign up here.  Hope to see you there! -The Acumatica CRM Product Team Note- if you’re seeing this after 5/19, the webinar will be available on-demand. 

I have a single user, out of 125, that does not have the drop down for inventory items when entering a sales order (see below). This is incredibly frustrating to the user because he is new and doesn’t know all of our products. How can I get this drop down to appear for him? Any ideas why it wouldn’t be showing up for just him? Thank you! 

I am trying to customize a Branch lookup in Acumatica so that it only shows branches belonging to the currently logged-in user's organization.When a user opens the Branch selector, it should display only branches that belong to the same organization as the current branch.The following SQL query returns the correct result:SELECT *FROM BranchINNER JOIN Branch AS Br ON Br.OrganizationID = Branch.OrganizationIDWHERE Br.BranchID = 22;Here, 22 represents the current logged-in branch (AccessInfo.BranchID in Acumatica).I tried to convert the same logic into BQL, but the result returns duplicate records instead of the expected filtered list.  Below are some of the approaches I tried: I also tried several other variations by making small changes, such as modifying the join type and other conditions, but I still ended up with the same result.Following is the BranchAliespublic class BranchAlias : PX.Objects.GL.Branch { }  [PXSelector(typeof(Search2< Branch.branchID,

I have a customization our developer created for this client.  When we publish to our internal test/dev server it validates and gets to the “Starting the Website” and just sits there and never returns the “Customization project published successfully” message.  I’ve tried multiple times and let this screen below sit there a couple minutes to as long as 30 minutes or more and never get the message.  If I close the window it appears the custom published and all customizations to screens appear to be working.  However, in the SaaS production server, when I publish it all works as expected.  In my test system everything seems to be working but would feel better if consistent behavior between test and production on this process.  Anyone ever seen this?  

I would like to create a generic inquiry to use in a Pivot Table, to display the GL transactions linked to active projects.I am really struggling to link the GLTran.ProjectID to the PMProject table, I’m getting errors with both the ContractID and the ContractCD field.  Any suggestions?  

Hi, Is it possible to do a “bulk edit” of customer ID codes in MYOB acumatica as follows (refer below)?export customer list to excel make the changes to customer ID codes in excel upload the updated excel spreadsheet to MYOB (to be processed that same day)thanks in advance