Discussion Forums

I have a question about Report Designer templates.  It can be very time consuming to create a new report from scratch.  I’d like to be able to better utilize the templates that are already built inside Acumatica.  But, it’s hard for me to quickly scroll through them to get a feel for what the design and layout look like, without already being familiar with the report.  Does something exist where you can see images of the prebuilt Acumatica Report designs along with a reference to the specific report number? This would decrease the time of report design immensely.  

I have tried 20+ code variations and can’t seem to get this working.  Scoured here, stackoverflow and everything else I can find over the last month without a solution.  Some appeared to work in prior versions but not now. As the title says; would like these files attached to the email when it sends: Single code file I named POOrderEntry_Extension: using PX.Data;using PX.Objects.CR;using PX.Objects.PO;using System;using System.Collections;using System.Collections.Generic;using System.Linq;namespace Customizations{ [PXProtectedAccess] public abstract class POOrderEntry_Extension : PXGraphExtension<POOrderEntry> { [PXProtectedAccess] protected abstract IEnumerable Notification(PXAdapter adapter, string notificationCD); public delegate IEnumerable NotificationDelegate(PXAdapter adapter, string notificationCD); [PXOverride] public IEnumerable Notification(PXAdapter adapter, string notificationCD, NotificationDelegate baseMethod) {

Has anyone successfully used the AI Assistant in 26R1 beta? I obtained a license key for it and am able to access the assistant, but when I ask it questions it just spins. Things I tried:Opened browser console and found this error: Warning: No client method with the name 'usermessagesent' found.Cleared browser cache.Exposed a GI to AI Assistant, then located AI Assistant Data Processing screen (ML503010) to process it. Got the error in screenshot below. Is AI Assistant not intended to work in beta version?  

Hello, (Edit: Production Scrapping in 25R2)We are currently in the process of upgrade from 23R2 to 25R2. In the process, of upgrade we encountered an issue with scrapping on production orders. A case/Bug has been opened with Acumatica. However, we do not have an established timeline for resolution at this time.  Problem:When performing a scrap on a production operation the Production Order Detail will record the scrap on the operation in which it was performed. However, the scrapped qty will not update in the first operations QTY remaining and QTY to Produce Columns. All upstream operations, from before the scrap action will remain in a “Completed” status. In our production environment, if a scrap occurs, we must start over from Operation ID 0010.This means, we have completely lost visibility to a production order in the upstream work centers that is starting over in the production process due to scrap. This also means, we lose our Material transactions and labor cost associated to the

We are setting up a BigCommerce site that uses BundleB2B and syncs with Acumatica via the Connector.My issue is getting the Acumatica sales order number to sync over and display in BigCommerce.  All of our interaction with our customers (and our customers to us) use Acumatica’s sales order number.When an order is created in BigCommerce, it syncs over to Acumatica just fine.  I would like to set up a way for the Acumatica sales order number to sync back to BigCommerce, to its “External Order ID” field in Orders.  However, it does not look like the Acumatica Sales Order field is available for mapping/syncing in the Connector.This is very important to our implementation of ecommerce.  Our customers must be able to view their orders in BigCommerce with the Acumatica sales order number.Has anyone else with this requirement run into this issue?  How did you resolve it?Thanks -GenData 

Hi,We are trying to filter a field in an Acumatica dashboard through the URL, but we do not see any possibility of achieving this. Could you please confirm if there is a way to accomplish this? Example: We have a custom dashboard called Production Status with a parameter Work Center. Through the URL, we would like to filter the dashboard to show only WC100. Is there a supported method to apply such parameter-based filtering via URL? Thanks

Hi, I am creating a new layout (attached word doc) for production ticket form. The form shows the production order details. The first page should only be a summary of production/BOM showing production details, operations and work centres.Then a page break after the first page summary. Second page should show the details of the Operation including its work centres, materials, steps, tools and overhead, if any.I have attached the layout that I need and the rpx report design in Zip file. The version of rpx is the below snip: 

    Hello， happy 2026.  I noticed that Acumatica officially released AI Studio with their 2025 R2 version, but it's not a true AI agent yet—it can't create detailed order information. I'm wondering if anyone has used AI agents (like Manus and similar ones) to operate Acumatica. How was the experience? Could you share your feedback?

How are you getting variable outside service costs back to your production orders?I am struggling to come up with a usable process for outside service/process management. We use several outside processes and depending on service, product mix, quantity, etc. they have different costs. We may use a quote from the vendor or base our cost on price lists. Acumatica does not seem equipped to deal with this scenario.Please feel free to skip over my specific attempts, and share how you have managed to get varied outside process costs onto your production orders.What I’m looking for, and the problems I am running into:To enter planned cost and quantity needed onto a production order operation subcontract material Can’t set quantity needed and batch size when Subcontract Source is set to Purchase and Move - even when my outside service is traded in a different unit than my production is producing. E.g. I am making 100 pieces and need to outside process 150 pounds - the weight of 100 pieces. Can

Hello community, A  client, on 2024 R2,  reported that a Voided Cash Purchase transaction was showing that it was created by user account that has been disabled for over 6 months.Our research, in both 2024 R2 and 2026 R1, found that when an AP Cash Purchase created by USER1 is voided by another user, USER2, the ‘Created by’ value on the newly created Voided Cash Purchase transaction is showing USER21 instead USER2. See example below.  Cash PurchaseBefore VoidAfter Void Voided Cash Purchase  Testing EnvironmentVersion: 2024 R2 (Classic UI) and 2026 R1(Modern UI) Tenant: Sales Demo Windows 11

Hello Community,We made duplicate payments for two invoices, and the vendor has already cashed both checks.What would be the best way to handle this in Acumatica? We would like to apply the duplicate payments as credits toward the vendor’s open invoices instead of requesting a refund.Thank you,

Hi,I would like some help with following scenario.I’m getting sales orders via an integration. Prices are agree with the external party, and the same is defined on the sales prices form. There are promotional prices as well as standard prices. I want to check and notify if the price entered via the integration is not agree with the sales prices. I’m trying to make a GI to show the sales order when the applicable price is not equal to the SO price. Having challenges in finding the applicable price when there are promotional prices. That is because the system shows the each price in the sales prices as rows which makes unable to compare.Have you done something similar of have any ideas to overcome this?Thank you,Dulanjana

I am trying to remove one of the warehouses from a stock item. The form toolbar has the delete button greyed out. Does anyone know how to accomplish this? i have attached a screenshot of the section.https://www.augforums.com/forums/everything-else/removing-warehouse-detail-from-stock-item/ Tried using import scenarios and Mass actions, but was unable to achieve the desired result.Please advise. 

Client has banded PTO based on years of service, however EE PTO  time is to be used during the caldendar year and should reset on Jan 1.  The accrual rate should not change until the EE reaches their anniversary date.Currently you cannot accomodate this scenario:  What you are asking is not how the system works.  You can't have the PTO Bank set to Specific Date, and have the Banding Rule based off Anniversary Date. The banding rule is going to follow the setting on the PTO Bank for Transfer Date. It will look for the Years of Service to know how many Hours they are eligible for in a given year,  but it will transfer based on the setting on the PTO Bank. If it is set to Specific Date, then it will transfer that amount on the specific date.  If it is set to Anniversary Date then it will transfer that amount on the Anniversary Date. The Hours per year is a setting so the system knows how many hours they can have in the year.Does anyone have a workaround or solution to this other than havi

We are implementing the Canadian Payroll and the customer wants to manage the Banked time in the system. We have created a new earning type BK that is used to track that, but we have noticed that the system won’t deduct the Banked time from the gross pay. In our situation the employee  has been paid for 84.91 hours at regular rate and 33.22 hours on overtime for a total of 6,871.74$You will see in the screenshot that the gross pay is 9254.99$, but it should be 6,871.74$ because banked hours should not affect gross pay.It does the following: Regular hours paid+ Overtime hours paid and Banked time that aren’t paid. Any solutions ?

Hi everyone,I'm looking for a way to have the side ribbon (side panel) open by default when a user navigates to a specific screen — and ideally with a specific icon/tab pre-selected.Context:Specific ScreenID (e.g. a custom or standard screen) Specific side panel icon should be expanded automatically on load Goal: avoid the user having to click the icon every timeAny pointers, code samples, or references to the framework API would be greatly appreciated.Thanks!Raphael

In 26 R1, I have two sort conditions defined like this (notice the first one is a formula):This does not function correctly. It sorts first by OpportunityID. According to my findings, if I change the OpportunityID sort to also be a formula, like thisit functions correctly. According to my findings, this is directly due to how the GI code is written. Please fix.​@Dmitrii Naumov 

There are some items which has been loaded to the create transfer order screen for the transfer order creation. however, those items are old stocks and currently we do not have stocks for those. How can we remove the item lines and does it affect any allocation in the system? 

Hi All.  I'm unable to add/delete Acumatica Customizations on 25R2 even though my user has the permissions and the access rights for the screen look correct. Am I missing something simple?    Thank you,David Edmonsonvariux.com (aka ErpRescueTeam.com) 

Best approach for integration — Web Service Endpoints (Generic Inquiry) vs OData?Hi all,I'd like some advice on the best way to build an integration with Acumatica. What's the recommended approach — going through standard Web Service Endpoints (via Generic Inquiry or standart endpoint) or using OData?What I need to retrieve:Account balances as of a given date Transactions (including base currency) for a specific period Currency exchange rates for a specific periodWhat I've tried so far:I created several Generic Inquiries and exposed them through a Web Service Endpoint.When I tested it by pulling transactions(via standart JournalTransaction)  for a single month (to get the line details I had to pass $expand), execution time was around 14–60 seconds. Our demo instance originally had 16 GB of RAM; after bumping it up to 64 GB, performance improved to around 5–15 seconds — but that's still pretty slow for demo ~155 transaction per month.2019-01 [2019-01-01 -> 2019-02-01]: 359 transactio

 Is it possible to restrict a Sales Orders with 100% prepayment required but an applied payment in Authorize-only status from advancing to shipping?  (also is there a way to edit the subject of this topic… I hit send a bit too quick!)

Hi team,When attempting to change the Site Map setting from Classic UI to Modern UI, the Graph Type field disappears. This is working properly in the Dev site, but the issue is occurring only in the Production siteCould you please suggest? Below are the screenshots for reference.Dev site: Production site:   

I am working on a customization in Acumatica 2025 R2 using the Modern UI framework for the Sales Order screen (SO301000).I want to highlight the entire row in red whenever the CuryUnitPrice does not match my custom field UsrEDIPOPrice (which is defined in a SOLine extension).I have implemented a TypeScript file and an SCSS file. However, the row styling is not being applied. TypeScript Code (SO301000.ts) import { RowCssHandlerArgs, handleEvent, CustomEventType} from "client-controls";import "./SO301000_CYBEDIWebService.scss";export class SOOrderEntryExt { @handleEvent(CustomEventType.GetRowCss, { view: "Transactions" }) getTransactionsRowCss(args: RowCssHandlerArgs) { const row = args?.selector?.row; if (!row) return ""; // Unit Price const curyUnitPrice = row.CuryUnitPrice?.value; // 🔥 Equivalent of GetExtension<SOLineExt>() const usrEdiPoPrice = row?.extensions?.SOLineExt?.UsrEDIPOPrice?.value; // Apply red stylin

 I’m looking for a way to restrict user access to the Authorize only option on payments and prepayments We may need restrictions in two places but a bit uncertain when looking at this from Access Rights The pop-up dialog box initiated on sales orders The Actions menu on Payment/Prepayments (AR302000) Possibly these are the same?  I’ve tried editing the “Authorize” access rights under Payments and Applications>AR Payment>Authorize but it seems any changes made here revert to Inherited  Is it possible to only allow certain staff to Capture without permission to Authorize-only? 

I am trying to add a file path to the Data Provider File Name field.  When I click on Update Schema I get the following error: File 'C:\OTSShare\Import_Scenario_Files\APIMPORT.csv' is not found. I have made sure that all IIS accounts have rights to the file and folder etc.