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I 'm working on a customization where I need to allow users to select a DAC (for example Vendor, Contact, Location, etc.) and then dynamically display the list of available fields for that DAC so the selected field can be saved for later processing (similar to a generic Inquiry screen). The DAC is resolved dynamically at runtime, and the requirement is to list all usable fields (including standard DAC fields and extension Usr* fields) without hardcoding them. I tried to find a way by investigating Generic Inquiry screen, but I was unable to find working solution #region FullDACName [PXDBString(255, IsFixed = true, InputMask = "")] [PXUIField(DisplayName = "Full DACName")] [PXStringList( new[] { "PX.Objects.AP.VendorR", "PX.Objects.CR.Location", "PX.Objects.CR.Contact", "PX.Objects.AP.BAccount" }, new[] { "Vendor", "Location", "Contact", "BAccount" } )] public virtual string FullDACName { get; se

Hello everyone,We are encountering an issue with the Shopify connector for Acumatica24R1 regarding the synchronization of Business Customers (B2B). Both Company and Customer entities are active and both in bi-direction. Here’s the scenario:A business customer categorized as an organization is set up in Acumatica, with several contacts and locations. When this business customer was synced to Shopify, a Company was created using the same name as the business customer in Acumatica. All contacts were synced in Shopify as Customers associated with the newly created Company. The locations were also synced successfully, which looks good. During the next sync (in the aforementioned bi-directional direction), several new records were synced under the Customer entity. Upon reviewing the synced customer records, we discovered that the connector had created new Acumatica Customers, categorized as Individuals—one for each contact of the existing Business Customer (Company). This resulted in the dup

We are about a year into using ACM and are still refining our reporting specifically around product availability.We take at once and future orders(a year or more sometimes) and our planning department is trying to get a shortage report based on a inputted time fence. We allocate inventory to orders 60 days out. We are trying to write a report to see where were are short of inventory in a 90 day window and a 120 day window. Short is defined as a)total on hand inventory, less hard orders b)total on hand inventory less hard order and forecasts. I was going to create a GI based on item time fence to net out the appropriate elements from PX.Objects.AM.AMRPPlan. This seems cumbersome, how are other doing this?  

Good day,Is there an easy way to change the CRM Activity Email body from HTML to plain text.  I have tried a number of formulas (Html2PlainText) that are not supported by Acumatica. I have all the required fields but they want to body of the email included on the GI.Thoughts?Thank you.​@evangrill 

We created a Purchase Order and tagged it to a Project. A prepayment was then created against the Purchase order and processed completely through check printing. however, the prepayment amount paid to the vendor is not reflecting in the Project Balances or in the Cost Budget.At the moment, the Full PO value is showing as the committed amount in the Cost Budget, which is expected. however, the Prepayment amount itself is not appearing anywhere in the Project balances.I think the Prepayment amount is reflecting to the Project “X”.Could you please confirm, whether any configuration is required, or am I missing any process step to make the prepayment amount reflect correctly in the Project balance or cost budget? 

I am curious if anyone else is using claude code to help with integrations with Acumatica. Specifically Skills and Agents that assist in building with the REST API. 

I have a processing screen with PXFilteredProcessingJoin where the main DAC is Customer with LeftJoin<CustomTable> and LeftJoin<Location>.In the grid I display Location__CPriceClassID field from the joined Location DAC.Problem: When I click the Selected checkbox on a row, the value in Location__CPriceClassID column disappears. It comes back when I click the checkbox again.Here is my view[PXFilterable]public PXFilteredProcessingJoin<Customer, CustomFilter,     LeftJoin<Location, On<Location.locationID, Equal<Customer.defLocationID>>,    LeftJoin<CustomTable, On<CustomTable.customerID, Equal<Customer.bAccountID>>>>,    Where<CustomTable.example, Equal<Current<CustomFilter.example>>,    And<Where<Customer.lastModifiedDateTime, GreaterEqual<CustomTable.LastUpdatedDate>,     Or<CustomTable.LastUpdatedDate, IsNull>>>>> Customers;and delegatepublic virtual IEnumerable customers(){ List<PXResu

One of my clients receives a payroll file with no header records. They can import into Quickbooks by mapping the data field to the column in the excel file. Does Acumatica allow this type of mapping? For example, Column A = Date, Column B = Amount...In the Data Provider or Import Scenario can I specify Column A = Date?

In SO entry the Branch on the line and the selected Warehouse must be the same currency. “The CHINA branch specified for the CHINA warehouse has other base currency than the RBYTEMAIN branch that is currently selected.”While the Generate Intercompany sales order process works across companies and currencies, seeing the stock in other companies is necessary (Warehouse field on SO Line). If the warehouse was able to be selected, then the create shipment would proceed and the invoicing would result in an intercompany transactions No need for separate purchase orders, generated sales orders, generated PO Receipts etc. Currency is the limitation. Intercompany functionality presumably doesn’t handle currency conversion. Are there any plans to enable picking on overseas warehouse domiled in different currency?

Hi Acumatica, I created a Sales Order with an Order Type of TR, and my requirements is to hide some of my transfer documents to specific users. Is there a way to configure this requirements? Thank you!

Hi,We would like to extend the user inactivity timeout to 8 hours, and we have already updated the setting accordingly.However, users are still being logged out before the expected time. Could you please advise how we can resolve this issue?Thank you.

We have instances where we are issued a credit from a vendor (which is a debit adjustment in Acumatica). We may not use them for future purchases for a long time, so we request a check be issued to us for the outstanding credit. When we receive that check,  can I apply it to the debit adjustment?  

Customer has 8 companies in Acumatica.  3 of those may have branches.   The branches would only be needed for requests/PO/s for their different ship to addresses.How are people handling the addresses that need to print on the PO?   Right now, when I go to create requisitions, I may see 30 approved request lines, and they can be from multiple companies or branches.When grouping them together on a requisition, I have no insight into which company or branch this came from.   I want to group request lines by branch and vendor for the requisition and then turn that into a PO.Seems there has to be an easier way than drilling back to each request to see what location it belongs to.  Is there a way to setup a location that can be chosen on the request line shipping tab and not need those additional branches?   I think one time in the past; we had users change the shipping destination type to customer and that customer was setup with the shipping locations they needed.   That seemed clunky thou

Hello I am reconciling my Monthly tax detail report with my GL account 2045 (Sales Tax Payable) and noticed that  5 Invoices with sales tax are not showing on Sales tax payable GL account. All others are showing up.. Any idea why? The invoices are created from appointments if that helps 

I am probably missing something simple here, but we are struggling with inventory items be auto marked for PO on appointments when when the tech has the item along and there is plenty of inventory available. Only some items do this. Is there a setting in the inventory Item that is affecting this? 

I checked demo sales company assignment map and approval request is the same. but when I active empty company, they are difference. I try with both. but it works only approval. Please guide me  

 ​@lauraj46 Looking for assistance with placement of the attached sub-report within the main report so that all the fields line up within the main report. Still trying to navigate all the data fields accurately, so always welcome to better ideas. I could whip this out easier in even an older version of SSRS.

Hi everyone, I have an issue with creating a popup panel in Modern UI.Below I have attached everything related to this popup. public PXSelect<BZSPFilter> BZSalespersonsDialog; #endregion #region Buttons #region BZViewSalespersons public PXAction<Table> BZViewSalespersons; [PXButton(CommitChanges = true, DisplayOnMainToolbar = false)] [PXUIField(DisplayName = "Salespersons", Enabled = true)] public void bZViewSalespersons() { if (Base.Views[CurrentViewName()].Cache.Current != null) { Base.Views[CurrentViewName()].RequestRefresh(); BZSalespersonsDialog.View.AskExt(true); } } #endregion #region UsrBZSalesperson1 public abstract class usrBZSalesperson1 : BqlInt.Field<usrBZSalesperson1> { } [SalesPerson] [PXUIField(DisplayName = BZFieldNames.SP1)] [PXFormula(typeof(Default<ARInvoice.customerID>)

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I am trying to create a GI that lists invoices that need to be printed or emailed to the customer.  The list should be any invoice that doesn’t have the printed or emailed or don’t email button checked.  Basically if any of those are true then it should be pulling them on the inquiry. As you can see below, its still pulling invoices where those columns are checked. It should only be pulling invoices where none of the 3 columns for printed, emailed or don’t email are checked. Its completely ignoring all of the conditions in the last paratheses.  Where am I going wrong with the logic/format on this?  

Hi Everyone,I am trying to add a side panel that will list the details lines of the selected PO in the Commitment Tab of the Project screen, Could anyone have a clue on how to do that? 

Hi, I am working on customization request to add a GI on Service Order Screen where GI parameter is the inventory ID from Service Order Detail tab. I am having problem in mapping the Inventory ID to side panel customization project . The client wants to see the GI ( parameter is Inventory ID) as side pane when they select the row on the Detail tab of the Service Order. So the selection of the row will feed the Inventory Id info to the GI parameter to display the list of info available on the GI related to that Inventory ID.See attached for detail. It will be great help if you can share any info to make it possible via “Customization Project Editor” or via code? 

For a stock item part on the appointment screen, system does not allow using Estimate or Actual quantity that is higher than the quantity on the service order line.I remember seeing the same issue in previous versions but then it was resolved. I now see it again in 2025R2 - Build 25.201.0213.1.Anyone else coming across this and have any ideas how to get around this limitation? Field techs can certainly use more quantity on an appointment than planned on a service order.  

The owner is subject to the S Corp rules for the Greater than 2% shareholder rule. Therefore the company pays 100% of her premium expenses for health, dental, vision, etc.  We have tracked these amounts for the year, and now need to add these to wages as taxable income subject to FICA but not withholding. How do we do that? Is it done through an adjustment?

Hello,I’m trying to create Payment Amount in a Positive Pay CSV file padded on the left to include 11 total characters like this example: I’ve tried several formulas:=PadLeft(CStr([APPayment.OrigDocAmt]),10,'0')=PadLeft(CStr([APPayment.OrigDocAmt]),10.2,'0')=PadLeft(CStr(Round([APPayment.OrigDocAmt],2)),10,'0')=PadLeft(CStr([APPayment.OrigDocAmt]),12,'0')The above formulas produce results that are padded at the left but include 2 extra digits on the right.I thought Acumatica might be using Price/Cost Decimal Places field in Miscellaneous Settings section of Companies screen to set Decimal Places to 4…. however when I temporarily changed this setting from 4 to 2, it made no difference in my Positive Pay GI.  Thank you in advance for your help!Laura