Discussion Forums

I want to know if we could ourself activate the Inventory module/screen in the mobile app or if it’s in the plan to have it soon.That would be very helpful for anybody that are on the road (like a sales rep.) and discuss with customer to validate if inventory in available, confirm prices (and any other information that could be done via website)… instead having to create a quote or order because it’s not efficient with actual version.The web version is not easy to navigate on cell phone and lot of work could be done/review directly on our cell phone in 2025… but not something easy as “Do you have item X in stock” with Acumatica app.I saw that someone asked question 3 years, but was hoping to have a positive update 3 years later !

I am working on our annual 401K census data and have run into a bit of a snag in the reports I am using.I used the Earnings by Employee report and then the Deductions and Benefits by Employee report (for 401K, 401k Match, and Roth) to get the information to include on my reporting.  These reports however don’t provide a total figure to use as a double check to what I entered to make sure I keyed everything properly.  I am using the parameter of the 2025 year as that is all it asks for.I thought I would just run a Payroll Summary report in order to get a quick view at my totals as a double-check, but the totals don’t match? I am running it for a transaction date of 1/1/2025-12/31/2025.My total wages, hours, and even the deductions don’t match. The payroll summary has more somehow?  The only one that matched exactly was the Deductions and Benefits by Employee for the 401K. Why would this be? 

Hello Team,I am not able to access GI data in JSON format in 25R2 by odata using postman by using following URL format, it was working in 24R2{Acumatica instance}/OData/{Tenant}/{GI title}?$format=jsonPlease help me

Hi,Does Acumatica BigCommerce connector supports Channel Manager?Currently, our customer has two channels in BigCommerce Its my understanding that this feature gives BigCommerce administratros to have 2 storefronts with the same store. Does the Connector has the possibility to separate which products will be exported and used in specific frontstore?Or the products should be configurated in a new BigCommerce store to use a new store in Acumatica connector? Thanks!

This custom C# attribute will create a selector from an Acumatica ‘combo’ attribute.[PXString(10, IsUnicode = true)][PXDBString(10, IsUnicode = true)]public class DXSelectorFromComboAttributeAttribute : PXCustomSelectorAttribute{ protected string _AttributeID; public DXSelectorFromComboAttributeAttribute(string AttributeID) : base(typeof(CSAttributeDetail.valueID), typeof(CSAttributeDetail.valueID), typeof(CSAttributeDetail.description)) { _AttributeID = AttributeID; SubstituteKey = typeof(CSAttributeDetail.valueID); DescriptionField = typeof(CSAttributeDetail.description); } public override void FieldSelecting(PXCache sender, PXFieldSelectingEventArgs e) { if (_AttributeID is object) { var view = new PXView(sender.Graph, true, Get

HiWhen there is a nil value in the sales order form, the line level normally shows an error message saying there is 0 value in the inventory. The error message was showing for some time. But now it does not demonstrate on the form even though the inventory balance is 0. is there a special option to enable that error message? 

I have build this GI. Everything is good. I just want to get the result in % between 1 and 100. Can someone help me please.this the formula im using=(  Sum(    IIf(      [ARInvoice.DocDate] >= '2025-01-01'      And [ARInvoice.DocDate] <  '2026-01-01',      [ARInvoice.CuryOrigDocAmt],      0    )  )  -  Sum(    IIf(      [ARInvoice.DocDate] >= '2024-01-01'      And [ARInvoice.DocDate] <  '2025-01-01',      [ARInvoice.CuryOrigDocAmt],      0    )  ))/NullIf(  Sum(    IIf(      [ARInvoice.DocDate] >= '2024-01-01'      And [ARInvoice.DocDate] <  '2025-01-01',      [ARInvoice.CuryOrigDocAmt],      0    )  ),0) * 100this is the result i am getting now 

 I added the project task description next to the project task field in the classic version, but in the modern version, the project task description field is placed at the end, as shown in the image. How can I make the project task description next to the project task in the modern version?This is the code I tried to write, but it's not working. .tsimport {  PXFieldState  } from "client-controls";import { AR301000,ARTran } from "src/screens/AR/AR301000/AR301000"; export interface AR301000_SKModernUICST extends AR301000 {}export class AR301000_SKModernUICST {}export interface ARTran_SKModernUICST extends ARTran {}export class ARTran_SKModernUICST {    ARTran__TaskID_description: PXFieldState;} 

Is there a way to have a “generic” attachment that goes out with every sales order or invoice?More specifically, we would like to include ACH and Wire information every time we send our customers a sales order or invoice. I would rather this be an attached document than in the body of the email. Is it possible to have a document that is always attached every time a sales order or invoice is sent?

I have created this report in GI. Everything looks good until I found out the grouping is not work well.   After I view the inquiry, I released that some of my price class did not group 

I am currently working on the Dunning Letter functionality in Acumatica.The requirement is to send different email notifications for each Dunning Letter level (for example, Level 1, Level 2, Level 3, etc.).Each Dunning Letter level should have: Its own email template Different email content and tone based on the severity of the overdue status The correct template selected and sent automatically when a Dunning Letter is generated for that specific level Each email should have Outstanding Amount in Dollars I want to understand the best approach to configure or customize Acumatica so that the system sends the appropriate email template corresponding to the Dunning Letter level.

Hi everyone,I’m working on an Acumatica label report that uses a custom Numbers table (UsrNumbers) and a parameter (QtyOfLabels) to control how many labels print.I’m seeing very different behavior depending on where the report is executed, and I’m trying to understand what the correct pattern should be. Setup Parameter: QtyOfLabels (Integer) Custom Numbers table: UsrNumbers Relation (simplified): <RelationRow>   <ChildField>Number</ChildField>   <Condition>GreaterOrEqual</Condition>   <ParentField>=CInt([@QtyOfLabels])</ParentField> </RelationRow>   Behavior I’m seeing1. Acumatica UI (Report Preview / Print) If QtyOfL

Hi,I have a smart panel with unbound DAC with single record. There is a dropdown field in this smart panel grid. User can manually select a value from this dropdown field. The problem is the user selected value not getting when I click OK button. I tried with commitchange property. This is not working. When I assign default value through code that value will get assigned always.Any assistance would be greatly appreciated

Hello everyone,I'm having the following scenario: I’m having the following code related with the Shipments screen in which I’m supposed to have 2 grids a separate tab called “Truck Information”, the grids are one for the Truck Information and the other is for Related Purchase Receipt Information. What I’m trying to achieve is when there’s an existing truck information data, when the user selects that row, the linked PR;s with this truck should be automatically displayed (reloading the graph or better updating the cache if possible). At the moment it’s almost working but the user has to automatically refresh the Related PR’s grid using the actions refresh button and the idea is that to be automated. There’s an existing functionality made by Acumatica in another screen (Complete Bidding) and the tab with the same functionality is called Bidding Results. The idea is the same but I’m not able to automatically refresh or update visually the cache. The selection does work. I’m open

I am working with the standard DAC ARRegister and need to change the logic of the calculated property SignBalance.Standard implementation: public virtual decimal? SignBalance{    [PXDependsOnFields(typeof(docType))]    get    {        return ARDocType.SignBalance(_DocType);    }    set { }}My requirement is to have SignBalance calculated using custom logic, i.e. the getter should call my own method instead of ARDocType.SignBalance.

Hi Team, Do you know whether Acumatica supports E invoicing concepts. Do we require any customizations? Regards,Nithya

Hello everyone,We’re in the process of switching to a new bank (we’re based in Canada), and I’m trying to make sure everything is set up correctly in Acumatica. Unfortunately, our financial contact from our supplier is away on vacation right now, so I’d like to get some clarity in the meantime.Specifically, I’d like to know the recommended steps for:Adding the new cash account for the new bank.Ideally pointing it to the same GL account as the original bank account (so reporting stays clean).Getting EFT set up for the new account.If anyone has experience with Canadian banks and Acumatica EFT setup, I’d really appreciate a walkthrough or best practices.Thanks in advance for any guidance!

Hello,Can someone please explain to be how and why inventory inconsistencies occur in the system which gets rectified when the inventory recalculation is executed. I have seen in many client instances where the quantities are sitting in SO booked or SO backorder however when looking into the inventory allocation details no transactions are available for these quantities. and once the inventory recalculation is executed the quantities refreshes to the correct value.Can anyone explain to me why this happens in the system please?thank you so much in advance and appreciate your kind support in this.  

Does anyone have any experience with separating a branch of your company into a separate company or separate tenant in Acumatica?  We have entered into a membership agreement with another entity and need our Foundation (currently a branch of our company in Acumatica) to be completely separate with its own set of customizable financial statements.  Just wondering if we should make our foundation a new company under the same tenant or create a completely new tenant in Acumatica???

I have introduced a new custom AR Document Type.I am encountering an issue during the release process within the ARReleaseProcess graph. Specifically, the standard method CreateSelfApplicationForDocument fails when trying to insert an ARAdjust record for my custom document type.Here is the standard code logic where the error occurs:public virtual ARAdjust CreateSelfApplicationForDocument(ARRegister doc){    ARAdjust aRAdjust = new ARAdjust();    aRAdjust.AdjgDocType = doc.DocType; // My Custom DocType    aRAdjust.AdjgRefNbr = doc.RefNbr;    aRAdjust.AdjdDocType = doc.DocType; // My Custom DocType    aRAdjust.AdjdRefNbr = doc.RefNbr;   // Error occurs validating this    // ... setting other fields ...    aRAdjust.Released = false;        // The error happens on this line:    return (ARAdjust)ARAdjust_AdjgDocType_RefNbr_CustomerID.Cache.Insert(a

I am working with a dev team and they are connecting a website to Acumatica.  We are trying to get to the Related Items data on a Stock Items.I created a new endpoint named RelatedItems.  I have created other endpoints this way and they have worked, but the dev team is reporting this one is not working.  What is different about this one? Testing this in Postman generates an error.   I also had the dev team try the web service on the screenI created a new endpoint named RelatedItems.  I have created other endpoints this way and th

for most of the dashboards I can not click create user copy. Where do I found that and active it for select users? 

Can someone provide instructions for entering Taxable Fringe Benefits? I need to enter personal use of a company vehicle for our owners for 2023.

I am trying to create a simple api handler as part of a customization using System.Collections.Generic;using System.IO;using System.Web;using Newtonsoft.Json;namespace SampleAPI{ public class SampleApiHandler : IHttpHandler { public bool IsReusable => false; public void ProcessRequest(HttpContext context) { context.Response.ContentType = "application/json"; context.Response.Write("{\"status\":\"ok\"}"); } }}I published the customization and changed web.config  <add name="SampleAPI" path="api/sampleApi" verb="POST" type="SampleAPI.SampleAPIHandler" resourceType="Unspecified" preCondition="integratedMode" /> But I am not abl

What is the process if items were purchased on a PO and that PO was linked to the wrong Job or Service Order?  So essentially I have something on J123 and I need to move it to J456.  Right now all we have been able to figure out to do is create a fake return and credit memo to clear the wrongly assigned PO, manually close out that PO, and then recreate a new PO through the correct Job or Service Order. But this is creating messy accounting records. Is there a better way?