Discussion Forums

I am working with ARAdjust in Acumatica and need to apply adjustments for custom AR document types that are not included in the standard [ARInvoiceType.AdjdList].Currently, the field in the DAC is defined as:[PXDBString(3, IsKey = true, IsFixed = true, InputMask = "")][PXDefault("INV")][PXUIField(DisplayName = "Doc. Type", Visibility = PXUIVisibility.Visible)][ARInvoiceType.AdjdList]public virtual string AdjdDocType { get; set; } When I try to set AdjdDocType to my custom type, the PXSelector on AdjdRefNbr fails, because the selector only allows standard AR types.My goal is to extend the AdjdDocType field to accept custom document types while keeping ARAdjust functionality intact.What is the recommended approach in Acumatica for this? Can I safely extend the [ARInvoiceType.AdjdList], or is there another way to handle c

Hi, I am trying to release this attached bill but keep on getting this error, I have updated the numbering sequence as well for some reason few bills are still returning this error. Anyone else encountering same problem?

Hello, Is there anyone who has done the calculation and got the exact % of Max Turnover as Acumatica and checked whether it gets the correct class selected, Acumatica help provides the below calculation,Inventory turnover rate for an item for a period is calculated as Quantity Sold during a turnover period / Average Quantity on Hand. The Average Quantity on Hand is calculated as a sum of on-hand quantities at the end of each last 12 periods divided by the number of periods in the last financial year, including the analyzed period.I cannot understand when calculating the Average Quantity on Hand, does it consider the periods inside the analyzed period year or it takes 12 periods back and whether it includes the adjustment period too?Thank You

We have an issue when a customer account is on Hold or Credit Hold.  We are not able to process and past transactions, new payments, payment applications, AR Credit Memos or AR Debit Memos.Does Acumatica have a setting that would allow the customer to be on Hold or Credit Hold for new sales but not stop activities to already posted sales, new payments, applications of payments? When we process these already posted items we have to remove the customer from Hold or Credit Hold.  Then during this window of time new sales orders can be entered which is what we were trying to restrict by put the customer on Hold or Credit Hold.

I have an issue importing Sales Orders when the Contact name (e.g. John Doe) is associated with multiple Business Accounts. I’ve tried the following with following results: Works if the Contact name is associated only with the BA related to the SO importing, but often error if multiple BAs. Imports nothing. Imports nothing.Thanks.

Hi Acumatica,Goal: To delete a fixed asset that has transactions released and posted to GLBackground: We accidentally released a fixed asset purchasing transaction, and in the moment, posted the incorrect transaction to the GL, and posted a reversing entry in the GL. Now, when we attempt to delete the fixed asset, Acumatica disallows this. Furthermore, Acumatica disallows the deletion of the purchasing transaction that was created for the asset (and subsequently released and posted to the GL).Please help!Thank you, 

I have one Bill of amount 10,000 (Post Period December) and have a debit adjustment of amount 40 (post period : October) .  Both Bill and Debit adjustment is for the same vendor. Both Bill and Debit Adjustment status is ‘Open’ I went to the Debit Adjustment and clicked ‘Apply’ , this to me to the below screen .I tried to find the Bill , but Bill does not appear .Did I miss something ? or am I not doing it in the correct way ?  

I need to change the background color of rows on the Batch Payments screen (AP305000) based on a Boolean field added through an extension of the CABatchDetail DAC. I referred to a few community posts and attempted two different approaches, but neither worked as expected. I suspect the issue may be due to incorrect adaptation of the sample code to fit my specific requirement.I just need to fix one of following or something else to achieve the requirementApproach One: Adding a JS script.Following is JS script and related grid. I just add the following script in to the aspx file.<asp:Content ID="cont3" ContentPlaceHolderID="phG" runat="Server"> <script type="text/javascript"> function HighlightLines() { if (px_all && px_all["grid"] && px_all["grid"].rows) { let lines = px_all["grid"].rows.items; for (let i = 0; i < lines.length; i++) { let curren

Hey everyone! Our company drop ships items from a vendor, and what our vendor charges us for those items changes based on our customer price class.For example: Item A can be purchase by a customer with the following customer price classesBase $18.00Staff $10.80Retail Bulk $16.20The vendor then in turns drop ships those items at the following prices based on what we sold the item forBase: $13.50Staff: $8.10Retail Bulk: $12.15I need these vendor prices to be reflected in the purchase receipts based on the customer price class of the SO. I think it would be a customization but I wanted to make sure that there wasn’t a “Vendor Price Class” or something of that nature that I was missing. Thanks! 

I have a custom report to print information for Proforma Invoices selected for a project. The parameters are ProjectID and Proforma. The report parameter is searching the PMProforma table to get the ProjectID. I am struggling to have the profroma search for only the profromas for the selected project. This is how I have the second parameter setup. The search is working but ALL profomas are displaying not just the ones for the selected project. Thank you in advance for your assistance. 

I want to know if this is possible. I am trying to color this field, when the number is greater than 0.I think it's in the customization project area, but I cannot find it. 

I want to change color code of a grid. I try changing the color of this grid in customization project, but i could not. Can I get help in doing that.I believe this does not involve code. 

We have been on 2025 r1 for months without any issues.  Today we are unable to generate USPS Priority labels, we receive a popup error, This file already exists.  We can generate USPS Ground and Fedex labels without issue.We are using the easypost connector, if i login to the site i can generate labels without any issues.I already tried setting up a new carrier in Acumatica and mapping the shipvia to that carrier, same error.  Any ideas?

When creating a Service Order from a Case, the Case Number is referenced to the Service Order under Other, Source Info: Is there a setting to reference the Service Order Number back to the Case?Thank you! 

I'm trying to recreate the Projects (PM301000) Balances tab in a Generic Inquiry, Pivot Table, or Dashboard. We have a customer who uses them extensively and would like a more centralized way of spot checking the project budget vs project commitments. The primary issue I am running into is the majority of tables related to the Projects module appear to be virtual tables and thus cannot be referenced. For example if I take [PMBudget.CuryActualAmount] - [PMBudget.CommittedInvoiceAmount] it does not actually math out properly. So I am trying to understand if there is a best practices approach to re-creating virtual tables or if the answer just becomes BI tools? Below I have searched each of the significant tabs in the Projects screen and their primary table. Any advice on angle of attack for this problem would be greatly appreciated.My current theory is that I can re-tabulate the line items of each of the tabs to basically re-create the Balances Tab but I have yet to figure out

Customer is reporting that when printing carrier labels from Easy Post to Device Hub there are 2 copies of the same label printed - there is only one job created - the printer is configured to print 1 copy - is has been confirmed the zpl label file only contains only one label - the printer has been reset   What could cause this issue?  How can this be resolved

Hi Everyone,I just need some guidance. I cannot access the following link:https://community.acumatica.com/ideas/in-mrp-exceptions-treat-reorder-point-demand-differently-than-safety-stock-demand-15411 It says that I need to be assigned the proper access roles to view this page. Does anyone know how I can get this access? Who should I contact to request this, and is there an email address or contact information available?   Regards

Hello everyone,My name is Irina, and I am a Business Analyst on the Acumatica Project/Construction team.Currently, in Acumatica, the Completed (%) and Pending Invoice Amount/Quantity fields are designed for manual entry before proforma or invoice generation to specify the document amount or quantity.I am working on automating the Completed (%) calculation for the Revenue Budget and would greatly appreciate your input to better understand business needs.Please help by answering the questions below or sharing any feedback: Do you prefer the current manual approach, or would you like it to be automated? What issues or difficulties do you encounter with the current approach? How do you calculate Completed % and Pending Amount/Quantity before billing? Do you use any Acumatica forms or reports to support this

hello all,i have been trying to setup auto numbering on the segmented keys screen as below:While, I’m trying to activate auto numbering in here, it triggers the following error:We already have 2 project entries in the system and below is the project numbering seq:How to resolve this?

Hi,The System does not automatically populate the configured expense account for non-stock item when creating a PO   Item Level Expense Account defined Greatly appreciated your help and thanks in advance. 

HI, I would like to confirm the MRP configuration at the stock item level in line with the latest 2025 R1 updates. I have completed the configuration and tested a few MRP cycles, which are attached for your reference.Could you please help confirm whether the configured process flows are aligned with the expected standard behavior? Additionally, I would appreciate clarification on a few questions related to the results observed during testing.  

Hi,We can create fund transfers in between different cash accounts and transfer cash from one cash account to another. How can we create a check for these fund transfers to transfer the cash between our current accounts at the bank.  Thanks,Dulanjana  

Received the following error while trying to release an adjustment. Mind you the adjustment is set for Nov.4 but the items on it are tied to a receipt that was made on Nov.5th. There is sufficient on-hand to complete this, but I am curious if the date is the issue?   

We have created an email template using a generic inquiry instead of a screen. In All Emails screen, it is looking fixed as seen in screenshot below.     However, when receiving it in Microsoft Outlook it seemed messed up. Is it possible that there is a conversion happening at the backend of the system at the moment? Thank you.         <tr>                                 <td align="center" style="color: rgb(51, 51, 51); font: 18px Arial, Helvetica, "sans-serif";"><a href="((GeneralInfo.NotificationSiteUrl))/Main?CompanyID=Daybar&ScreenId=PO301000&OrderType=RO&OrderNbr=((Document.OrderNbr))" objtype="file" target="_blank" embedded="true" style="color: rgb(0, 122, 204); border: 1px solid rgb(0, 122, 204); border-radius: 4px; display: block; text-decoration: none; width: 190px; padding: 10px; vertical-align: midd

Hello! The goal of this Business Event is to send an email notification out when there is a new item created. And in the email body, I need to include the Preferred Vendor and Vendor Inventory ID from the Vendors tab on stock item. I have set up my Generic Inquiry, Email Subscriber, and Business Event as follows. The issues I am running into is:When a new item is created with two preferred vendors and different vendor inventory IDs, how can I have both vendor inventory IDs shown in one email, instead of the Business Event firing two separate email, one for each vendor inventory ID? Event better, if: I can have the email send out the vendor inventory ID where the vendor is selected as ‘Default.’ If neither is selected as Default, then send both in the same email.I welcome any ideas, thank you so much! Business Event set up: