Discussion Forums

I was doing some work in a column set and noticed validation errored when I tried to use @EndPeriod in a caption column. Running the report, it still generated correctly using @EndPeriod. I noticed on Row Sets, you can still select report parameters from the Formula window. DPL standard Column Set from Acumatica: DPL standard Row Set from Acumatica:   We just upgraded to 2026R1 but I noticed the same in a 2025R2 environment with the modern UI. Switching the column set back to Classic UI, the parameters validated correctly. 

Our management wants to display a metric on the Dashboard that identifies customers whose purchase frequency has dropped over the last month, compared to their regular historical buying pattern.For example:Customer A normally places 3 orders per week, but only placed 1 order weekly recently Customer B normally orders once every two weeks, but has made no purchase in the past two weeksWe need to flag these customers for sales team follow‑up to prevent customer churn. Could you advise how to build this logic via Acumatica Inquiry?

I have a TypeScript type generator which generates type from the ODataV4 $metadata XML. However, I wanted the type generated for certain fields like Status an enum or even just union of the possible values instead of simply “string”. I am unable to achieve this at the moment as I’m not sure where I can get the dropdown values from the built in DACs. I am referring to this kind of information when you inspect dropdown fields:Would appreciate any pointers on how to fetch this information. Thank you!

We need to flag inventory items that fail to hit our expected monthly sales growth targets, by comparing current‑month sales against the same month’s sales from the previous year.For example: Item A sold 100 units in May last year, with a predefined 2% sales growth target. If it sells fewer than 102 units in May this year, this item should be listed out for review.Is this logic achievable within Acumatica Generic Inquiry? If so, could you share the approach or required data sources to implement this YoY sales growth comparison?

Hi, do you know why this is showing as ‘billable time’? I’ve checked the timecards and it is not tagged as billable. 

Hi Team,I created the tables as shown in the screenshot for the Expenses Paid AP report and am currently trying to fetch the vendor details, specifically AcctCD and AcctName.I tried multiple possible approaches, including adding APTran, Vendor, and PMTran tables, but still no luck. I’m running into issues such as: Missing records Duplicate records Incorrect IDs being picked even after applying grouping It seems the joins/grouping logic is not returning consistent results for the vendor details. Could you please help review the approach or suggest the best way to retrieve the correct vendor information without duplication or mismatched IDs?Thanks! 

Following up on our credit memo reason‑tracking requirement, we also need to record reasons for customer‑returned goods in Acumatica.Ideally, the return reason should be captured at the line level for each returned inventory item. If line‑level setup is too complex using native tools, we can accept document‑level reason selection as a fallback option.Just like with credit memos, this field is only for reporting and statistical analysis and will not affect existing business processes. We need to analyze return quantities by reason using Generic Inquiry later.Again, we prefer native no‑code functionality to avoid customization compatibility issues during the Classic‑to‑Modern‑UI transition.Could you advise how to set this up with standard Acumatica features such as attributes or built‑in reason codes?

Hello all, I have a Business Event that creates a PO Transfer Receipt from a Transfer Sales Order/Shipment. The material needs to be received in a roject-specific location so the main steps are:Create the receipt and add the transfer order Update the location on each line with the project location. I can get #1 through this import, but #2 only updates the first line of the receipt. I think I’m missing one key change, but can’t quite put my finger on it. Any help is greatly appreciated. Import used in the BE: Results from this import. Only the first line is getting the project: 

We’re about to start a construction project for a third party.  We’ll be billing them all construction costs (without mark up) plus a management fee.  We will be providing them Cost Reports on a monthly basis and need the management fee to show as a cost of the project.  All of our other projects have been in house so we record the management fee twice - once to the developer as revenue (through an invoice) and then a second time as WIP to the property company (through a bill).  Only the WIP gets the project details. Since this is an external client we don’t have access to that second entry.It “feels” like I should be able to put the project related info on the AR line of the invoice so that it will be picked up on the cost reports.  But, that doesn't seem to work.I can’t believe we’re the only builder using Acumatica for external clients.I’ve also thought about recording the invoice with three lines so that it looks like thisdr A/R    cr fee revenue, proj xdr COGS, Proj external, task

Hi there,I’m trying to create an Import Scenario to dispose of a large number of assets across multiple companies.However, I’m getting a generic error.Below is the trace:Here’s what the Import Scenario looks like - I’ve also attached the .xml file for reference (note we don’t have sub accounts active).What am I doing wrong here? Thanks!

Hi All,Is It Possible to 2-ways Data Exchange Between Acumatica and Sharepoint Via Microsoft Integration? I want to save uploaded files in Acumatica to the sharepoints. Do you know any possible ways instead of using Azure Bob Storage?Thank much

How can I break down a budget by vendor?  You can’t use vendor as a subaccount which was what I initially thought.  Thanks in advance!

Hi,We have the below requirement:We have two types of customers, and we are using the same item codes for both.However, for one customer type, we need to use the automatic packaging feature, where packaging can be predefined. For the other customer type, we require manual packaging, since the packaging needs to be adjusted based on specific requirements.Is there any way to achieve this without creating separate item codes?Thanks.

I am a little rusty on my WMS configI am testing WNS Rec and Put Away with Serialized itemI have PO with qty 5 of a serialized itemWhen using Rec and Put away in browser I enter the PO / a Receipt is created but the item does not display - why?When I review the receipt it has used the default qty but did not generate serial numbers why?       

I'm working on a customization that propagates a parent production order strain to the finished-good lot's STRAIN attribute when a Move transaction is released. The data is being written correctly, but the Lot/Serial Details popup (IN209600) doesn't reflect it visually. I'd appreciate guidance on the correct write path. I also want to flag a secondary issue with Business Event polling in this tenant. Environment Acumatica version: 26.100.0175.1 Tenant: Village Farms Development Customization Project: StrainPropagation (Level 20) Custom class: MoveStrainPropagationExt - a PXGraphExtension<MoveEntry> overriding the Release action Background on approach (why code instead of a Business Event) The original plan was to implement this as a no-code Business Event + Generic Inquiry + Import Scenario. However, Business Event polling has been unreliable in this tenant - BEs configured against a GI filtering AMBatch / AMMTran (released by-product and final-move events) did not fire consist

Hello - I am attempting to use the attached file to import new vendors into our system. We have used this format before and have no issues. I get an error message saying “Cash Discount Sub cannot be empty (screenshot 1). However, the cash discount sub is not a required field in our import scenario. Am I doing something glaringly wrong here? Any input would be appreciated. Thanks!Attached is the file we are imported, as well as the import scenario.   

Hello - We have a Row Set that is quite large, tens of thousands of lines, and we need to copy it to make a similar report with just a few changes. When I attempt to copy it, the copy seems like it works, but when I save, I get the below error message. Is there any work around to this?Thanks!  

I have a project. The npm build for the Modern UI was successful, but an error occurs when publishing the project.  After checking the error details, it seems to be related to an official extension. I have a completely clean installation of Acumatica 2026 R1. I have not modified any system files or code at all. How can I resolve this?  

Following an upgrade to 25R2 Build 25.201.0213.3 this Known Issue is still occurring. The current Solution indicates updating to 24R1 or new for the fix…. is there a solution for 25R2 that anyone is aware of? This error occurs when a Requisition has an attachment at the line level, preventing the PO from being generated. The workaround requires users to remove attached documents from the document line level prior to creating a PO. This is problematic because File Attachments added to a Requisition at the Document level do not get attached to the related PO.  

If you have a ship via with no cost associated with it and select it, it fills the Freight Cost field in the Totals Tab with zero.  I can enter a value and save it and all is well.  After entering my desired amount and select a different Ship Via that doesn’t have a cost associated with it, it changes the cost to zero, and I don’t want to overwrite the Freight Cost I entered.I THINK that if I can override the events on the Ship Via to NOT update ANYTHING unless the Ship Via has a cost setup on it, OR it is a connected service, that might do what I need.Is this what I should do to try to cancel the update event for Ship Via?  If so, what code do I put in that will “cancel” the update event? } protected virtual void SOOrder_ShipVia_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e, PXFieldUpdated InvokeBaseHandler) { if (InvokeBaseHandler != null) InvokeBaseHandler(cache, e); var row = (SOOrder)e.Row; Carrier carrier = SelectFrom<Carrier>.Where<Carrier.carrierID

We are trying to enable Stripe processing for our sales orders and despite setting up the processing center and it testing OK when we click the Test Credentials button we get what looks like an incomplete dialog after clicking capture on the Create Payment dialog.The bottom section for the address and contact info can be filed in but the bottom button remains blank and does nothing when clicked.The top section for the credit card info seems to just be labels with no fields that can be edited.This remains until we click the cross.The connection to Stripe seems to be working as I can see a transaction with the matching amount which says Incomplete along with two other entries of $1.00 each time under Transactions>Payments on the Stripe website. The $1.00 entries say cancelled. Any ideas of how/where to troubleshoot this would be much appreciated as I’m stumped.Thanks,Phil

Vibe Coding Acumatica Customizations====================================I have been experimenting with something I am calling vibe coding Acumatica customizations.Not "type one magic prompt and let AI build an ERP system."I mean using an AI coding assistant as a fast pair programmer while I bring the Acumatica context: real screens, DACs, graph files, ASPX, SQL, screenshots, notes, and publish feedback.And honestly, it has been a lot of fun.I used this workflow to help build real Acumatica customization work:- A shop-floor kiosk for production employees.- Production scheduling screens that publish dates back to manufacturing operations.- A PayCor punch queue connected to kiosk day punches.- A tracked mass email system with personalized links, batching, response tracking, and a dashboard.These examples are coming in the next posts.The bigger point is this: AI became useful when I stopped treating it like a magic answer machine and started treating it like a project teammate that needed

We are using case management with inbound e-mail processing.  Since upgrading to 2025R2, we are experiencing an issue where line breaks are removed from some plain-text e-mails.  This makes those e-mails very difficult to read.We reported this issue to Acumatica support and they are working on a fix.Is anyone else experiencing this issue? 

We use Velixo for Acumatica. I am trying to export Detail GL data from Acumatica to Excel using Velico but have not been sucessful. I can export toal debit and total credits but I need them exported with dates when the changes occurred. Can anyone point me on the right direction. In the format below. Thank you all.  

Hello,I would like to add a user entry currency field to the sales order header and would like that amount appended to the sales order total and remaining balance? Is there a way to do that in a view delegate so that the totals always accumulate correctly, or do I need to override the amount at every instance of recalculation of the order? Thank you!