Discussion Forums

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. 

We are excited to announce that we are entering Managed Availability for our Modern Customer Portal initiative! We are looking for early adopters to explore the new features in a sandbox environment beginning with 2025 R2.The steps to sign up are listed below and are also available in the Managed Availability program details.If you would like an overview of the Modern Portal, please refer to the link below:2025 R2 Release Notes – Modern Customer Portal starts on page 139 The 2026 Acumatica Summit Customer Portal Presentation is attached to this post

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: 

Hello everyone!I’ve recently been upgrading several custom pages—and extensions of standard pages—to the Acumatica Modern UI. Below is a collection of notes, lessons learned, and practical tips that I hope will help others going through the same process. If you have additional insights or best practices, please feel free to add them in the comments!  1. Quick-Start Process for Converting Classic Forms to Modern UIThe process flow for converting Classic forms is not always intuitive. Here is a simplified guide to get your custom forms converted quickly. (Note: For extensions of standard forms, I’ve had the most success creating the Modern UI files manually and then moving them into the development folder.)Steps:In your web.config, set the screenConverter attribute shouldFilesbeDownloaded="False". Navigate to your custom form

Hello, I work for a company that has many employees that work on projects at various points of the project timeline. We have a date where we start to capitalize cost which is called the Cap Date. Any work done before that Cap Date is considered Work In Progress (WIP). We also have an internal project that we bill when we are not working on an actual project. Those cost need to hit Allocated WIP. With Acumatica’s current structure, you can only assign a labor item to one of these accounts which makes it tough because our employees then need to be aware of the Cap Date when billing. Is there a way to automate the reclassification of these labor items from COGS to WIP or vice versa based on the Cap Date and Project Status? Do Project task have the ability to define how labor gets posted? 

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

Hi everyone, I am working on a report to display the monthly General & Administrative Expenses. I was able to create the report, but it runs into an error whenever I try to run the 13th period. I tried to research why this is happening and found out that it’s because of the formulas I used to display the column headers. However, I can’t find an alternative or a solution for it. Could anyone have any idea about this? I have attached the XML file for the report. 

Hi All,I’m try to add this boolean filter that is also visible on the UI. The true value seems to be working but when the checkbox is unselected on the UI, it doesnt fetch any data from the system.I appreciate all the help.Thanks,

In 2021 R1, Acumatica provided the ability to take pictures of business cards and automatically add them as leads or contacts using an AI/ML engine. In many situations, the business phone number was not recognized (see image 1 below). In this case the user has to push the phone 1 button and select the phone number. To address this issue, we now have a customization project which eliminates this manual step (see image 2 below).  Before installing fix: need to select Phone 1After installing fix: phone 1 automatically recognizedGet the Customization:If you are running a version of 2021 R1 you can download the customiz

Is it possible to process and enter expense receipts automatically in Acumatica by emailing receipt photos to an Acumatica email account, similar to AP document recognition, instead of doing it in the Acumatica mobile app?

Is there a way in Acumatica to upload multiple files at once?If yes, is there an existing screen or standard functionality where this is already implemented that you could share (for example, a screenshot or screen ID)?

I have a huge section of code. It’s job is to assign a shipping zone, that represents an orders USDA Hardiness Zone, based on the shipping zip code. Even with condensing zip codes the code is still 17,000 cases long.An import scenario cannot handle this amount of code either.Any ideas on how to approach this?  My original idea was to create the GI to put the USDA Zone in a field and then use the GI as an import data source.

Hi AllI’m trying to add a few custom fields to the Purchase Orders screen. I was successful in adding a few custom screens for dates and text entry. I now need to add custom fields with drop down items to be selected. I am seeking any advice on how this can be done via the custimization project, please.ThanksAmit 

I’m working in Acumatica Manufacturing and I need two custom fields from AM.20.90.00 to be copied into the Purchase Order line that is created from AM401000 (Critical Materials Inquiry) when clicking the Purchase  button.What I have In AM.20.90.00 (Production Material) I added 2 custom fields (examples): UsrStucklisteBreiteProd (width / “Breite in mm”) UsrStucklisteLangeProd (length / “Länge in mm”) These fields are already filled during production order creation: I override ProdMaint.CopyBomToProductionDetails() and copy values from AMBomMatlExt → AMProdMatlExt. In AM401000, the inquiry dataset uses SelectedProdMatl. I

  I am experiencing an issue while publishing a customization package after adding the Modern UI files. Despite multiple attempts to install all required Node.js dependencies through the command prompt, the build consistently fails during the Webpack compilation step. When the Modern UI files are included in the package, Acumatica throws errors during publishing  I have already tried reinstalling Node.js, clearing npm cache, reinstalling modules, and running the build manually, but the issue persists. I need assistance in identifying why the Modern UI files cause the publishing process to fail.

In our application we are creating Purchase Order Receipts and they had been working fine, but we had not used this function for 6 months or so  and are using it again. We are getting this errorGuzzleHttp\Exception\ClientException: Client error: `PUT https://prestigesalonproducts.acumatica.com/entity/ORDIO/20.200.001/PurchaseReceipt` resulted in a `422 Unprocessable Entity` response: {"id":"15468762-cac9-ee11-65424-12a215648465216","rowNumber":1,"note":null,"error":"'POAccrualAcctID' cannot be empty.; Here is our codereturn [            'note' => $receipt->comment,            'VendorID' => ['value' => $po->vendor_id],            'PostPeriod' => ['value' => now()->format('mY')],            'Details' => collect($receipt->products)->map(function ($product, $key) use ($po) {                return [                    'InventoryID' => ['value' => $product-&