Discussion Forums

Hello,I am trying to add two custom fields (UsrMXFEPedimentoNbr and UsrMXFEImportDate) to the Line Details (Line Splitting) grid in the Shipments screen.Acumatica Version: 2025 R2SO302000 - Line Details panelFollowing the standard extension pattern, I created the .ts and .html files. However, when running npm build, I get an error stating that #grid-LineSplitting does not exist.After investigating, I noticed that SO302000_LineSplitting.html references a shared component: ../../../IN/common/line-splitting/panel-line-splitting/panel-line-splitting.html. Since the grid is defined in that shared template and not directly in the SO302000 main files,

I have added custom fields (UsrInDocType and UsrInRefNbr) in FSAppointmentDet to link to INRegister. When I try to delete the related INRegister from a button on FSAppointment using INIssueEntry, I get the following error:"Cannot mark the record as updated because another record with the same key exists in the cache." 

Hello all,Recently while implementing Punchout feature for Acumatica for a customer, the users showed us how they utilize the replenishment functionality to create multiple orders for different vendors.While designing the Acumatica feature we focussed only on the Vendor site connection and bringing CART back into Acumatica and create either Requisition or a PO for approval and then sending order directly to Vendor.Now this replenishment order creation caused us delay in our implementation. So the question is how many of you actually use this feature to create orders. If you use “PUNCH OUT” feature how useful this feature to you to place orders directly from replenishment to approved Vendors?  We would like to hear this from the users who are heavily purchasing and have to either entry in Acumatica and then the vendor order site or sending the PO to their order system via email. We appreciate your feedback as this helps us plan and address

Hello,  I am receiving cash from customers as bank transfers and at that point, I am unable to identify the customer who made the payment. I am required to record the payment for the reconciliation purposes on the same period and on a later date or period, I am required to allocate that payment against the correct customer. Is there any way that I can handle this scenario with Acumatica by maintaining the original payment, allocation and same payment reference?Thank You

I have an e-mail that triggers off a business event that tracks when a project is switched to Active status. I’m using this phrase in the Email Template “To:” line ((PMProject_ownerID!Email)) but it is not picking up the Project Manager we have selected as the OwnerID on the Projects (PM301000) screen. When I use this phrase in the body of the tempolate:  ((PMProject_ownerID_description)) I DO get the correct first and last name of the project manager.  But even using this phrase:  ((PMProject_ownerID_Email)) I still can’t pull the E-mail into the “To:” line. Do I just have the wrong syntax when trying to pull the Email address into the “To:” line??

I’m currently testing the ability to find out what lot codes of consumables (like glue, RTV, fujipoly) or serialized parts were used in a serialized product. When I use the As Built Configuration and type in the serial number of the product, I am only shown the details of the parent production order. I’ve set the “Levels to Display” to a higher number than 1, which should have expanded the view to include child production orders, but nothing changed. My company is currently on version 25R1. Would appreciate any assistance getting the As Built Configurator working! Thanks!

I’m using the following version 2025 R2 and Build 25.200.0248. What I have to do is to override the character limit of a PXDBLocalizableString field from another DAC but I keep getting errors. Tried doing it the normal way as a DAC MergeMethod.Merge/Replace but I keep getting a Json de-serialization error. It does work, the DB column is set to the characters limit too but there is an error I’m getting when I try opening the Sales/Purchase Orders which error I think is coming from one of our customizations

I have spent a lot of time searching for a solution to this, but I’m stuck. Microsoft’s habit of continually changing things doesn’t help any of us. I’ve been working with MS Graph for a lot of years, and it never ceases to frustrate me.I am trying to configure email in Acumatica using Microsoft Office 365. I followed the steps in the documentation, and it works perfectly when I’m sending from the user I’m logged in as.My struggle is coming from trying to send from another mailbox. I’ve tried both shared and licensed mailboxes, and I cannot get either to work.When I attempt to send an email from the Shared mailbox, this message is returned: The mail send has failed. 535-5.7.139  Authentication unsuccessful, SmtpClientAuthentication is disabled for the Tenant. Visit https://aka.ms/smtp_auth_disabled for more information.When I attempt to send an email from the Licensed mailbox, this message is returned:The email cannot be sent because the acc

Hi, I want to check if a particular customization project is installed to run a specific piece of code in my project, how to do that? When i look at the customization projects screen the DAC doesn’t have IsPublished in DB, in the table i only see IsWorking column. 

Hi all,We have an SO type RP (Return from Projects) that should only increase quantity and have zero cost. However, one SO (completed 1 year ago) was posted with inventory cost by mistake.Our items use the Average Cost method and are still in stock.What is the safest way to fix the wrong cost impact from this SO without affecting inventory valuation or accounting incorrectly?Thank you!

I’m trying to build a GI report based on INItemSiteHistDay, the end balance of in inventory after a transaction is considered as on hand quantity in the location. A date filter has been added to know a ending balance on the specified date, I have added a condition where INItemSiteHistDay.SDate is less than or equal to a specified date in the filter. The problem is that the report is showing all transactions before the date as shown below.Is there a way to show only the last transaction as on or before the date specified in the filter?

Hi everyone, I am working on a GI and I need it to display the number of days between the Last trans date of an item and current date (Today()), =DateDiff('d', Today(), [INTran.ReleasedDateTime]) gives me the right difference but in negatives as shown in the first screenshot and I need them show as positives.The following formulas are the other attempts I tried but they all gave me totally wrong values as shown in the second screenshot; =Abs(DateDiff('d', Today(), [INTran.ReleasedDateTime])), =DateDiff('d', Today(), [INTran.ReleasedDateTime]) * -1, =CDec(DateDiff('d',[INTran.ReleasedDateTime] ,Today())), =CDec(DateDiff('d', Today(),[INTran.ReleasedDateTime])), =CInt(DateDiff('d', Today(), [INTran.ReleasedDateTime])).

Is there a way to print multiple pro forma invoices at once? I tried adding “Print” to the Mass Action tab in the Pro Forma GI and it resulted in only displaying one report/print screen at a time. 

I want to click a button and print a report without the preview page, without the Windows print page. I don’t want to use Device Hub. Are there any other ways?

Hello,User emailed an Invoice from the Invoices screen and noticed they wanted to make some changes.I made some minor text changes to the notification template for invoices.I opened the invoice in the Invoices screen and emailed it a second time to see my changes.It seems to be using a different template completely the second time as I did not change the subject line, but you can see it is different.  My changes are not in the email.  Below is the notification template I edited.  You can see the subject still says “available for viewing” at the end.  I search “is now available” in templates and do not get any templates related to invoices.“is now available” is in the top message in the image above.  It is the second email after I made my changes.

Good day,Is it possible to update the workflow stage of an appointment from the mobile app? Currently when items are added to an appointment, we change the workflow stage of that appointment to “Parts Requested”. Doing this generates a picklist for our warehouse persons to gather the items for the technician to collect. When the items are collected the workflow status is chnaged to fulfilled and the line items are marked as completed. In the mobile app I don’t see the ability to chnage the workflow stage manually. Is this possible?

Hi everyone,I’ve got a question about the coloring of a field. We’ve sent out e-mails with invoices to customers. The e-mail show up as processed in “All Emails” (CO409070) with no errors. So far so good.Now we have received some complaints that invoices have not been received. For each complaint  we’ve checked the activities in the invoice (AR301000) and here the date is shown in red. I couldn’t find any information on what this means. Any help or pointing me in the right direction would be much appreciated!Thanks. 

Hi everyone,FS Workflow Stage (WorkflowStage) in mobile is showing as an editable text field, and users must manually type the exact stage name; there is no selector/dropdown.On the web UI, workflow behaves correctly, but on mobile there doesn’t seem to be a supported way to render workflow stages as a selector.Things I’ve already tried / researched: Different variations of defining the selector found in the Acumatica community and elsewhere on the web, with no avail.   Created a GI (WFSTAGES_Lookup) exposing workflow stages with StageID and StageCode, and inserted the GI into the Service Order endpoint; couldn’t add it as a field as it wasn’t visible.   Has anyone found a supported way to make FS WorkflowStage appear as a selector on mobile, instead of free text?

I’m trying to get more detail on a PXLockViolationException trace error so I thought I’d try remote debugging on the server hosting Acumatica.  I started a remote debug session on the server but I’m not sure what to do next.Question: do I open some Acumatica project on my local machine?  If so, which one?  I’ve only been working with Customization Projects so I not sure how to start a remote debug session for hitting breakpoints coming from a trace. 

Within a import scenario, I’ve found this formula field that is causing problems. I want to locate it to fix the issues, but I’m not sure where it’s coming from. It’s considered a external field, so I assume a customization, but I can’t locate it anywhere. Is there a way to find it? 

Details: This popup works in the classic version, but it no longer works after migrating. Specification: When the "good service type" field is selected, a popup appears with three options: "Detraction," "Auto-Detraction," or "Not Applicable." If I select "Detraction," the "Detraction" field is checked; if I select "Auto-Detraction," it's checked; if I select "Not Applicable," nothing happens, the checkmarks are removed. The popup works up to this point, but the problem is that when I select one of the options, it disappears.Here I share images Here my code: event, ts and html:Code event:  protected virtual void APInvoice_TBienServ_FieldUpdated(PXCache cache, PXFieldUpdatedEv

When will the Multiple Base Currency feature support all modules?I was quite excited to see multiple base currency support in 2021 R2, as this solves the single biggest pain point we have with Acumatica.Currently, we have a Canadian sister company that does a lot of interco transactions with the US company, and because of that company’s base currency being in CAD, we have to use a separate tenant.This creates a lot of manual re-entry of documents PO / SO / shipping docs etc and tends to be an error prone process, especially due to exchange rates etc.Now in reading through the details on this feature, I see to my dismay that there is a whole list of other  modules that are not supported by this feature. Meaning you can’t use multiple base currencies feature and these other modules. The modules that we use are in yellow: 

We are a multi branch company and we bill our cost to projects (COGS, WIP, etc.). One problem that we are noticing is that the Branch that the project belongs to is not pulling through whenever a time activity is released. Is there a way to fix this without customization. For example Employee A works on ABC company but does his timecard through XYZ company. How do I make sure that the COGS is recognized on ABC company’s books and not XYZ company’s books?  

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 a

Good day,Under Inventory Planning, is it possible to generate a forecast by customer class instead of by individual customer, without requiring customization?If customization is required, can this be achieved with no-code/low-code customizationKind regards,Wilson