Discussion Forums

I created a new version of a report and added it as a separate Customization. However, when I run Unpublish, the new report version remains in the system.Is there a way in Acumatica to fully revert or remove report changes when a customization is unpublished?What is the correct approach to ensure that report modifications are rolled back after Unpublish?Thank you in advance for your help.

I need to correct a quantity in a RO by returning some of the items on the same day but with no charge. When creating a return on the same day, it still charges for the day.How do I avoid this charge?

Hi AllIn our Acumatica instance, when entering a line in the Sales Price Worksheets screen, the defaut value for the Price Type comes up as Customer Price Class.Is there any way that it can be set to use Base as the default value instead, please?Price Type default value is currently Customer Price Class. We would like it to be changed to Base as the default value if possibleThanksAmit

exception has been thrown by the target of an invocationunable to cast object of type 'System.Byte[][]' to type 'PX.Reports.Web.WebReport'

Hello all,How can I setup an Approval workflow for the Opportunities screen in Acumatica? We know that the Approval Map doesnt have the option to setup approval for Opportunities screen. But is there any possibility to setup a similar flow without customization?

I’ve tried to find an import scenario to import users into a new system and am not finding what I need.  I created the Excel Data Provider as follows using guidance from some older posts in AUG Forums.The import scenario is:When I try to Prepare the Import by Scenario, I immediately get this error:The column 'Active' is not found in the data setDoes any one have an import scenario that works for users or can tell me what is wrong with mine?

I get this error when trying to print a check.   

Hello,On February 28th, we upgraded Acumatica to 2024 R2, and now the USPS Ground Advantage service method is missing from the service method list.I contacted EasyPost, and they said it appears to be an Acumatica issue. They advised us to reach out to Acumatica for support.Does anyone know how to add or retrieve this service method? I tested the connection and it is working. 

Hey! We’re seeing a weird issue with one of our invoice email templates.If we open the PDF preview and click Send, everything works and the email draft opens as expected. But if we’re on the Invoices screen (AR.30.10.00) and use the Email action, it fails every time with this error (Trace-Log):at PX.Data.PXViewCollection.get_Item(String key) in C:\build\code_repo\NetTools\PX.Data\Graph\Collection.cs:line 1489 at PX.Data.Wiki.Parser.ParseContext.SetForeachIterator(String viewName, IDictionary2 parameters, String sortby) in C:\build\code_repo\NetTools\PX.Data\Wiki\Parser\Output\ParseContext.cs:line 123 at PX.Data.Wiki.Parser.ForeachTagProcessor.PX.Data.Wiki.Parser.PXHtmlParser.TagProcessor.Process(String tagName, String content, List1 attributes, WikiArticle result, PXWikiParserContext settings) in C:\build\code_repo\NetTools\PX.Data\Wiki\Parser\BlockParsers\XmlTags\ForeachTagProcessor.cs:line 11

How do we use RR when we ship the replacement and pick up the return at the same time? We typically send the replacement item via company truck and pick up the defective/warranty item at the same time (or sometimes a day or two later, as the original item still needs to be extracted when the replacement item gets installed). The problem we are having is that the replacement shipment needs to be Confirmed before the Return item can have it’s shipment created. The SO entry appears to function the way we desire with the replacement item and the return item on the same transaction, but we have no document(s) for our driver and the customer to indicate both the replacement and the return being processed at the same time.

Has anyone ever done a customisation to Enable Pay By Line to work for Sales Invoices generated from Sales Orders. Acumatia does not support it and am wondering why they did not allow it. 

It used to take hours to update my local Acumatica Dev/Sandbox environments with the latest data from our production instance.I would avoid it for as long as possible, then some urgent bug would arise that needed testing, so I would scramble to get it done. Our tenant snapshots are fairly large, so it would take a few hours upload and restore them. That was after fiddling with the web.config file to increase the snapshot size limits so I hopefully wouldn’t run into any issues. Then I discovered the process that I want to share with you today. Please note that this does require you to have access to backup files from the database that you wish to copy. We host our own Acumatica instance with frequent, full database backups, so this works really well. Here’s what I like to do. Publish any latest customizations to your production Acumatica instance. (If you want the backup that you restore to your local instance to have the

Good afternoon all, I have a client who wishes to upload a PDF in the Drawing or Photo Logs workspace and essentially have Acumatica convert the images in the PDF, think of like drawings, into Acumatica as individual photo log or drawing log records. Has anyone done or seen this work? Any isv anyone know of that can help with this? Thanks in advance. Best regards,Josh P

With a standard order (no make to order items), we have a shipping clerk grab a printed pick list (generated from the shipment screen as an action) and pick the items from the warehouse and place in the shipping staging area (size of a midsize meeting room). After the area starts filling up, he/she will start processing these staged shipments (the pick list sits on top of the picked items and acts as a traveler).We have a usb scanner that our shipping clerk would use in our shipping staging area that we envision could actually pick in Acumatica and then pack and ship.If we have the desktop attached to the usb scanner proceed to perform these steps on the screen, SO302020 -Pick Pack Ship, the scanning for serialized parts is burdensome (need to scan item, location and serialized id). Is there some way to just scan the item and the serialized id and not include the location?     

I’m finding some examples where the “transferred to invoice” field on a sales order (under the payments tab) isn’t being populated when an invoice has been created. I’m wondering is there something we did process wise that prevented this from happening? I ask because I built a refund tool that operates by using this field and if it isn’t being populated accurately the tool can’t figure the potential refund needed accurately. The “Transferred To Invoice” field is 0As you can see the SO is linked to this invoice so I’m not sure why it’s not reflected on the SOThe status of the invoice seems to be irrelevant as I have seen other open invoices

Hi Team,We need clarification around the impact of updating the Customer field for any existing Active project in the system. One of our clients (Company A) has been purchased by another company (Company B), and all invoicing and customer contact information needs to be updated for the existing projects to go to Company B. Originally, we were going to update the Customer field to Company B, but we wanted to understand what the project or financial impact might be if we changed the customer field from Company A to B for these projects. 

I’m trying to track who is set to get emails from our templates on various reports.Use-Case: “User A” exits the company, remove them from all outbound emails from all templates.I’d love to make a Generic Inquiry that shows me every report with every template saved for that report and then the TO and CC fields for that template. Which table has this data? Thanks!

I am looking for a way to add dock-to-stock period into MRP planning (does not need to be part number specific, can be one stock period for all parts) so we get a purchase part in a day or two before our schedule actually shows we need it. Lead time additions will just order the part earlier, not bring it in earlier. Anyone else have a solution to this? I feel like it's right there in front of me, but can’t seem to locate the solution. 

Currently, when we go to print the Change Order Form, it prints the revenue budget of the change order. Is there a way to set up a separate form to print the Cost Budget portion of the change order?  

Hi After many chat with Shopify support and after reviewing the data and considering that all variants are unique in Acumatica. it appears that the error "At least one option value is duplicated" likely stems from a subtlety in how the data is transmitted or interpreted by the Shopify connector integrated into your Acumatica ERP version 2025r1. So , I’am looking for more information ( into the Acumatica log )  Review the data sent via the connector: If possible, obtain a snippet or log of the payload sent to Shopify for product W24J0059 so our technical team can analyze exactly which option combinations are received. Our last sync history was this morning 12/16/2025 11:06am on Entity : Template Item and ERP ID W24j0059  Thanks for your Help _j

hi!Does anybody has the same issue in SO where the approval map for a status Credit hold is not applying correctly?In the next screen, I’m using the status field validating the value “Credit Hold” but it doesn’t work: And in the next screen, I’m using the Credit Hold Field to validate the approval but it doesn’t work neither: Any thoughts?? Are someone having the same issue? Thanks!

Hi.         I would like to include additional levels to the original Dunning letter but I’m unsure of the syntax in report designer. Initially, I would like four levels. Also, include a column for the late fees and interest for each document and a total for the late fees and interest.

Hi,I am trying to add BAccountID from INTran to the grid in Modern UI, the same way it is added in Classic UI, but I am unable to achieve this.Could you please help me understand how to correctly add this field in Modern UI?I have attached a screenshot showing how this field is added and displayed in Classic UI for reference.Thank you in advance for your assistance.Best regards,Vahe

Hi all,I'm having the following scenario: We have a base customization that adds a FieldVerifying handler in ArcContractMaint for ArcContract.CounterpartyID. We have a second customization that must completely replace that validation logic. We need the original handler to NOT run before or after our handler.The instance version we are using is: Acumatica 2025 R2Base handler we want to replace: protected virtual void _(Events.FieldVerifying<ArcContract, ArcContract.counterpartyID> e){ ArcContract row = e.Row; bool flag = row == null || e.NewValue == null; if (!flag) { FeaturesSet current = PXSelectBase<FeaturesSet, PXSelect<FeaturesSet, Where<True, Equal<True>>, OrderBy<Desc<FeaturesSet.status>>>.Config> .SelectWindowed(this, 0, 1, Array.Empty<object>()); bool? visibilityRestriction = curr

Hello!I am required to copy any attached document from the Purchase Order level to Bill same as how it happens in the Sales Order through Order Type setting. Currently it provides options only to copy line notes only up to Purchase Receipt Level. And we will have to manually add attachments to the Bill for reference, and it has become time consuming.Is there any way that I can update this setting or modification ideas on this?Thank You!