Discussion Forums

I wanted to help out if anyone was having an issue with slowness after an upgrade to 25R2.  I have two instances that both have the same issue (support tickets 482453 & 482455).Check your system monitor and look for failed Automation Scheduler exceptions.  Look at the details and see what schedule is causing it.  For us it’s Cross-Selling ML Generation.  We disabled it manually and seems to have resolved the slowness.  What I believe is happening is in the AUSchedule DAC, the AbortCntr field is a smallint data type which is a range of -32768 and 32768.  What I think is happening is it's maxed out at 32768 (failures) already and trying to add a failure to it which I think is causing a buffer overflow and it doesn’t know what to do so it’s causing the system to slow down.   We can see in AUSchedule that the AbortCntr is set to 32767.  I have manually disabled the automation schedule for it.  Notice that the new “Max consecutive aborted executions” checkbox of “Do not deactivate” is c

How do I find a GI’s screen ID from the name of the GI.I’m using OData to get information from GIs into my external application, but I’d like to provide a link back into Acumatica to the GI in question.  Unfortunately, the OData meta-data doesn’t include the screen ID.  I’m trying to find the cross-reference of GI screen names to the IDs but have not had luck. I had assumed that GIDesign + GINavigationScreen would have worked, but some GIs that are Exposed Via OData don’t have rows in GINavigationScreen.   

Hi All,I need some help with regards to bringing the amounts from a proforma Invoice to a main report.I have attached the zip file for the main report(PM652500.rpx) and the subreport. (PM652500CI.rpx)I have the below parameters on the main report.   Below is the external parameter for the sub report.   Parameters on the subreport   My problem is, I can’t figure out how to populate the amounts for [PMProformaLineWithPrevious.CuryLineTotal] on the main report which on the below column. 

Help us shape the future of AP automation!We are currently working on three-way matching improvements and have a prototype we'd like users who work with vendor invoices to test and provide feedback on. This capability aims to eliminate vendor bill discrepancies and protect your organization from overpayments, audit risk, and unauthorized vendor billing. With automatic matching, a simple interface to review mismatches, and smooth integration with Acumatica approval workflows, your AP team gets the control and visibility that modern finance teams need. No more relying on custom generic inquiries or manual workarounds.Be a part of our Acumatica Labs Program to test this prototype and help shape the final solution!If you're interested in participating, please complete this short questionnaire. Update: questionnaire is closed for now. Thank you!We are looking for up to 10 customers to join the program, which will run over the next 2–3 months. We will get back to you within 5 business days t

Hi everyone,We’re delighted to announce this Community Mentoring session with @Neil Cantral!Business Events for Order ManagementA brief overview of Acumatica Business Events, how they are used to manage orders in a B2B distribution company, and a Q&A.Neil: I’m a leader in the PNW Acumatica Users Group and the Director of IT for Wilmar LLC, a B2B distributor of automotive tools trading under brands like Performance Tool. My Acumatica journey started in 2016 and I’m always happy to talk and share my experience with the platform. My focus over the years has been rooted in the Distribution module with a lot of experience in inventory allocations, reporting, third-party WMS, and customization.Community Mentoring sessions are approximately 30 minutes and limited to small groups (10-12) of members with one of our power users who is an expert on a topic. If this session is one you feel will help you in your journey with Acumatica, please let us know in the comments below. We’ll be selectin

Hello Team!I have a customization for the Release AP Documents form that adds a couple of fields to the grid (Cash Account and Cash Discount Date).On classic UI the column filter works ok for the Cash Account. But with modern UI, the search field of the filter wont list the available cash accounts: This is my custom TS extension:import { PXFieldState, columnConfig, GridColumnDisplayMode} from "client-controls";import { AP501000, APRegister } from "src/screens/AP/AP501000/AP501000";export interface AP501000_CBAPReleaseImproved_generated extends AP501000 {}export class AP501000_CBAPReleaseImproved_generated {}export interface APRegister_CBAPReleaseImproved_generated extends APRegister {}export class APRegister_CBAPReleaseImproved_generated { @columnConfig({ allowFilter: true, width: 100, visible: true, allowUpdate: false, hideViewLink: true, displayMode: GridColumnDisplayMode.Both }) APInvoice__PayAccountID: PXFieldState; @columnConfig({ width: 100, visible: true }) APInvoice__Dis

I was doing some work in a column set and noticed validation errored when I tried to use @EndPeriod in a caption column. Running the report, it still generated correctly using @EndPeriod. I noticed on Row Sets, you can still select report parameters from the Formula window. DPL standard Column Set from Acumatica: DPL standard Row Set from Acumatica:   We just upgraded to 2026R1 but I noticed the same in a 2025R2 environment with the modern UI. Switching the column set back to Classic UI, the parameters validated correctly. 

Our management wants to display a metric on the Dashboard that identifies customers whose purchase frequency has dropped over the last month, compared to their regular historical buying pattern.For example:Customer A normally places 3 orders per week, but only placed 1 order weekly recently Customer B normally orders once every two weeks, but has made no purchase in the past two weeksWe need to flag these customers for sales team follow‑up to prevent customer churn. Could you advise how to build this logic via Acumatica Inquiry?

I have a TypeScript type generator which generates type from the ODataV4 $metadata XML. However, I wanted the type generated for certain fields like Status an enum or even just union of the possible values instead of simply “string”. I am unable to achieve this at the moment as I’m not sure where I can get the dropdown values from the built in DACs. I am referring to this kind of information when you inspect dropdown fields:Would appreciate any pointers on how to fetch this information. Thank you!

We need to flag inventory items that fail to hit our expected monthly sales growth targets, by comparing current‑month sales against the same month’s sales from the previous year.For example: Item A sold 100 units in May last year, with a predefined 2% sales growth target. If it sells fewer than 102 units in May this year, this item should be listed out for review.Is this logic achievable within Acumatica Generic Inquiry? If so, could you share the approach or required data sources to implement this YoY sales growth comparison?

Hi, do you know why this is showing as ‘billable time’? I’ve checked the timecards and it is not tagged as billable. 

Hi Team,I created the tables as shown in the screenshot for the Expenses Paid AP report and am currently trying to fetch the vendor details, specifically AcctCD and AcctName.I tried multiple possible approaches, including adding APTran, Vendor, and PMTran tables, but still no luck. I’m running into issues such as: Missing records Duplicate records Incorrect IDs being picked even after applying grouping It seems the joins/grouping logic is not returning consistent results for the vendor details. Could you please help review the approach or suggest the best way to retrieve the correct vendor information without duplication or mismatched IDs?Thanks! 

Following up on our credit memo reason‑tracking requirement, we also need to record reasons for customer‑returned goods in Acumatica.Ideally, the return reason should be captured at the line level for each returned inventory item. If line‑level setup is too complex using native tools, we can accept document‑level reason selection as a fallback option.Just like with credit memos, this field is only for reporting and statistical analysis and will not affect existing business processes. We need to analyze return quantities by reason using Generic Inquiry later.Again, we prefer native no‑code functionality to avoid customization compatibility issues during the Classic‑to‑Modern‑UI transition.Could you advise how to set this up with standard Acumatica features such as attributes or built‑in reason codes?

Hello all, I have a Business Event that creates a PO Transfer Receipt from a Transfer Sales Order/Shipment. The material needs to be received in a roject-specific location so the main steps are:Create the receipt and add the transfer order Update the location on each line with the project location. I can get #1 through this import, but #2 only updates the first line of the receipt. I think I’m missing one key change, but can’t quite put my finger on it. Any help is greatly appreciated. Import used in the BE: Results from this import. Only the first line is getting the project: 

We’re about to start a construction project for a third party.  We’ll be billing them all construction costs (without mark up) plus a management fee.  We will be providing them Cost Reports on a monthly basis and need the management fee to show as a cost of the project.  All of our other projects have been in house so we record the management fee twice - once to the developer as revenue (through an invoice) and then a second time as WIP to the property company (through a bill).  Only the WIP gets the project details. Since this is an external client we don’t have access to that second entry.It “feels” like I should be able to put the project related info on the AR line of the invoice so that it will be picked up on the cost reports.  But, that doesn't seem to work.I can’t believe we’re the only builder using Acumatica for external clients.I’ve also thought about recording the invoice with three lines so that it looks like thisdr A/R    cr fee revenue, proj xdr COGS, Proj external, task

Hi there,I’m trying to create an Import Scenario to dispose of a large number of assets across multiple companies.However, I’m getting a generic error.Below is the trace:Here’s what the Import Scenario looks like - I’ve also attached the .xml file for reference (note we don’t have sub accounts active).What am I doing wrong here? Thanks!

Hi All,Is It Possible to 2-ways Data Exchange Between Acumatica and Sharepoint Via Microsoft Integration? I want to save uploaded files in Acumatica to the sharepoints. Do you know any possible ways instead of using Azure Bob Storage?Thank much

How can I break down a budget by vendor?  You can’t use vendor as a subaccount which was what I initially thought.  Thanks in advance!

Hi,We have the below requirement:We have two types of customers, and we are using the same item codes for both.However, for one customer type, we need to use the automatic packaging feature, where packaging can be predefined. For the other customer type, we require manual packaging, since the packaging needs to be adjusted based on specific requirements.Is there any way to achieve this without creating separate item codes?Thanks.

I am a little rusty on my WMS configI am testing WNS Rec and Put Away with Serialized itemI have PO with qty 5 of a serialized itemWhen using Rec and Put away in browser I enter the PO / a Receipt is created but the item does not display - why?When I review the receipt it has used the default qty but did not generate serial numbers why?       

Hello - We have a Row Set that is quite large, tens of thousands of lines, and we need to copy it to make a similar report with just a few changes. When I attempt to copy it, the copy seems like it works, but when I save, I get the below error message. Is there any work around to this?Thanks!  

I have a project. The npm build for the Modern UI was successful, but an error occurs when publishing the project.  After checking the error details, it seems to be related to an official extension. I have a completely clean installation of Acumatica 2026 R1. I have not modified any system files or code at all. How can I resolve this?  

Following an upgrade to 25R2 Build 25.201.0213.3 this Known Issue is still occurring. The current Solution indicates updating to 24R1 or new for the fix…. is there a solution for 25R2 that anyone is aware of? This error occurs when a Requisition has an attachment at the line level, preventing the PO from being generated. The workaround requires users to remove attached documents from the document line level prior to creating a PO. This is problematic because File Attachments added to a Requisition at the Document level do not get attached to the related PO.  

If you have a ship via with no cost associated with it and select it, it fills the Freight Cost field in the Totals Tab with zero.  I can enter a value and save it and all is well.  After entering my desired amount and select a different Ship Via that doesn’t have a cost associated with it, it changes the cost to zero, and I don’t want to overwrite the Freight Cost I entered.I THINK that if I can override the events on the Ship Via to NOT update ANYTHING unless the Ship Via has a cost setup on it, OR it is a connected service, that might do what I need.Is this what I should do to try to cancel the update event for Ship Via?  If so, what code do I put in that will “cancel” the update event? } protected virtual void SOOrder_ShipVia_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e, PXFieldUpdated InvokeBaseHandler) { if (InvokeBaseHandler != null) InvokeBaseHandler(cache, e); var row = (SOOrder)e.Row; Carrier carrier = SelectFrom<Carrier>.Where<Carrier.carrierID

We are trying to enable Stripe processing for our sales orders and despite setting up the processing center and it testing OK when we click the Test Credentials button we get what looks like an incomplete dialog after clicking capture on the Create Payment dialog.The bottom section for the address and contact info can be filed in but the bottom button remains blank and does nothing when clicked.The top section for the credit card info seems to just be labels with no fields that can be edited.This remains until we click the cross.The connection to Stripe seems to be working as I can see a transaction with the matching amount which says Incomplete along with two other entries of $1.00 each time under Transactions>Payments on the Stripe website. The $1.00 entries say cancelled. Any ideas of how/where to troubleshoot this would be much appreciated as I’m stumped.Thanks,Phil