Discussion Forums

Since LineNbr is no longer in the POFixedDemand DAC, does anyone have a BQL SELECT example for getting it from the recommended (dev release notes) CreatePOOrdersFromSODemandsExt graph extension?  Here’s my current BQL: 

I have a question about the following scenario with Shopify ...Stock of item x in the warehouse = 1 piece Stock of item x in the store = 1 piece Customer 1 orders item x in the store (Order 1) Stock of item x in the store is now actually = 0 piece Order 1 is not immediately imported into the ERP system due to errors, etc Stock of item x in the warehouse and in the store remains = 1 Piece Customer 2 orders item x in the store (Order 2) Order 1 from customer 1 is imported and order 2 from customer 2 is backordered or rejected or Order 2 from customer 2 is imported and order 1 from customer 1 is backordered or rejected only after the import of one of the two orders is the stock in the warehouse = 0 pieces and article x is not available in the storeThe problem is store orders for item x, which actually no longer has any stock.Does anyone know a solution for this?Thx in advance.

Hey, Team - curious if this is even possible.  I’ve got a customer who is attempting to perform an RMA referencing a migrated invoice.  When I create the RMA and try to find the invoice, it is not available.  Any thoughts? 

Does anyone know if it’s possible to disable scanning of serial numbers during the picking process? Our client is also prompted to scan the serial numbers at the packing process, which is preferable, but it is duplicative work to also be required to scan during picking.If not, does anyone have any workarounds or solutions? Ideally our client can still pick using scanners but just not be required to scan serial numbers at that time.

Hi,I’ve added the relevant tables and joins in the Customer master GI to display the customer’s bank account number. However, instead of the actual values, the GI is showing 0000000000.Refer to below screenshot.      I’ve attached the GI file for reference.Has anyone come across this issue before, or know how to correctly display the customer bank account number?

We’re looking for a way to track which Invoice or Proforma a specific Change Order was billed on in the Project module. Specifically: Is there a field within the change order,  or a report that shows which Proforma or AR Invoice includes a Change Order? If the Change Order was partially billed, is there a way to see the amount invoiced to date and what remains? What’s the best practice for tracking Change Order billing in Acumatica? Any tips, custom reports, or screen references would be much appreciated!

How To create / Design Custom Date Financial Reports  in Acumatica? 

I have added a custom field "UsrDefaultW" to the Users screen (SM201010) in Classic UI. The field is bound to the “UserList” view and located in the “User Information” container.My problem:In the official Modern UI source code of SM201010:- `UserList` is a view instance defined in the screen class (`createSingle(Users)`)- Only the `Users` class is exported, the `UserList` view is NOT exportedMy Ts and html extension files are attached.They can build, but no field show on screen.What is the correct way to add custom fields on SM201010 Modern UI?

I’m having an issue with my Generic Inquiry report. I need to retrieve the beginning balance from the last period activity, but that period is outside my selected period range. Because of this, the report is very slow to load. Is there any workaround for this, or is there another table I can use to get the beginning balance more efficiently?can you check my xml file if you can do something about it?

We have some shipping terms that are outdated and should not be used. However, they have been used previously, so we can’t just delete them, as it will break past SOs. Is there a way to handle these in the system to prevent their use while retaining their historical record?

We have successfully set up the ACH Notification process to email out ACH remittance information to vendors.  The vendor payment information section only has one entry for remittance email.  Is there a way to set up more?  Can we just add a second email to that entry separated by a comma to sent it to more than one recipient or is there another place to add this information?

I have a scenario where custom code is opening a dialog to ask a question when a field value changes on the screen. In classic UI, it uses a callback command to call an action (non-visible) that uses <View>.AskExt() to open the dialog, and pressing a button on the dialog calls back to the same method. Does anyone have a working example of this scenario in modern UI? ​  ​@Yuriy Zaletskyy 's post here --> https://blog.zaletskyy.com/post/2026/01/20/how-to-create-a-popup-dialog-in-modern-ui seems promising, but it doesn't get me all the way there to get the dialog to open on field change. I think I'm at least missing how to specify the callback for the field without a FieldUpdated handler (which also won't work).

Hi Acumatica Community,We add a lot/serial attributes to a specific item and tag this upon purchase receipts.I have a challenge to add this information to the Generic Inquiry.Is there a way to show this info in a generic inquiry?Thank you!

Hello,How can we set the Form View as the default view for a Grid? By default, the grid displays in Grid View, but we would like it to open in Form View instead.Please refer to the screenshot below for reference. We are using Classic UI on Acumatica 2025 R2.Any help would be appreciated. Thank you!  

Hello - most of the work we do is cost plus so we need supporting documentation to send with our invoice to our customer to be reimbursed. Our jobs consist of reimbursable items like employee travel that is loaded into the system via cash purchases, billable hours at a rate * quantity, and vendor invoices processed via AP. This leads to quite a few line items that are translated to the monthly billing. When creating a proforma, I thought the system would generate a compilation of files attached to all transactions that are reimbursable on the proforma. It doesn’t seem to do this for the printed version of the proforma or for the substantiated billing that for the proforma. Am I just missing a setting or something to be able to accomplish this? Not sure how the system could generate T&M billings but not have the backup for the T&M billing. Our VAR has of course offered a customization at a hefty price but I expect the system should be able to do this. If anyone else has went thr

I made a custom DAC and I’m displaying it as a tab on the orders. I want to be able to edit that field when order is in complete status.I’ve achieved that for SO order type by extending the SO workflow to enable that field. It’s working fine but when I try the same logic for the RC order type - the field remains non editable and I’m not sure why. Here are the screenshots of the setup that’s working for SO but not RC: 

Hello everyone, so one of my client agree to update their Acumatica Version from 24R2 to version 25R2, but we were still on progress to update the environment (not yet go-live), is that possible to doing the upgrade?Please lemme know about the procedure of this, I really appreciate thank you. 

    I am currently developing Modern UI. After I edit a page each time, I need to publish the project to see the effect. If I find something wrong, I have to modify it and republish. My local computer configuration is quite good (I9 + 32GB), but I still feel that publishing every time is a waste of time. Is there a quick preview method available?

After upgrading from Acumatica 24R1 → 26R1, I’m now getting these errors when using POFixedDemand:The type name 'recordID' does not exist in the type 'POFixedDemand'The type name 'orderType' does not exist in the type 'POFixedDemand'The type name 'orderNbr' does not exist in the type 'POFixedDemand'The type name 'lineNbr' does not exist in the type 'POFixedDemand' I couldn’t find any mention of this in the developer release notes for 24R2 through 26R1.  Does anyone know if the class was extended or where there fields went? 

Have a customer that creates large orders and they were excited to see/use the clipboard on the CRM quote to copy similar orders between opportunities. Here is the original quote.Copied quote And here is the pasted quotePasted quote In this case to keep it simple, I did both of these quotes on the same opportunity, but they want to copy from one quote to another with different customers and opportunities, which is why the Copy Quote from the action menu won’t work for them. Anyone know why Acumatica would change all the quantities when copying using the clipboard?

I recently noticed somewhere that you can add {br} to an expression in Report Designer to add a line break. I’m curious what else you can do like that within the expression editor, however I can’t find any documentation on this functionality. Does anyone know if this is documented anywhere and, if so, where that is or what other things you can do like this?I’m just curious what else I might be missing because I’m trying to format a field, but trying to format different parts of the field different ways (in Report Designer you can apply formatting changes to an entire textbox but cannot make formatting changes to substrings within the textbox as far as I know). So I was just curious if that could potentially lead me to anything that could help.For example, I have a large textbox with this data (see below). It’s one blob of text that has different fields/values so it’s not something that can just be split up into custom fields. If I wanted to format it in Report Designer it would be an a

Hi,Is there a way in Acumatica to convert an inventory item to a fixed assets without manually issuing the items and converting to an asset?Thank you,Dulanjana

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?