Discussion Forums

Hello there,We can add side panels to Entry screens now, and that’s awesome!  However, I can’t figure out a way to add a side panel, that would be filtered according to the selection on the SO Line.  I have created a couple GIs, added them onto a Dashboard that uses InventoryCD as a parameter.  Now, I would like to be able to add this Dashboard as a side panel to Sales Orders screen, and filter data based on what line item is selected on the sales order.Any ideas?  Thank you!

Can someone elaborate on this step in the Avalara Implementation help guide: 13. Configure AvaTax for nexus states and map companies. Make sure the ID/Code are identical in both systems. What is meant by ID/Code?? I’m assuming it means the Companies, but Avalara is asking for Locations, so not sure where to enter the ID/Codes. As it stands these do no match because I’m not sure where the word “Primary’ is coming from.Acumatica ID’s:  Avalara Locatons: Thanks for any help.

Hello all,I have been trying to create child Prod Orders, but unfortunately, when I click on Generate Orders for Subassemblies option under Prod Order Maintenance → More Menu, it runs & then says “The Operation has been complted”, but it doesnt generate any child orders. Also, I have defined default BOMs for my subassembly parts & also have defined Production Default Source as Manufacturing.How can I resolve this?

I have a custom field in the header of a screen.  I cannot find a way to add the hyperlink button to the field.This was addressed for a grid field here:I’ve added the [PXDBWeblink] to the DAC field, but that does not make the link button show.I think I might have to modify the TS file, but I cannot adapt the code from the above topic.export class CROpportunityHeader_Combined_generated {    UsrURL: PXFieldState; Any help would be super appreciated.  

We recently extended our default endpoint into a new endpoint for our Financial app partner Cube to use. Since some of the financial queries were so large, I ended up building a new GI to summarize transactions down to totals by period, by subaccount, by account for them to use.  The GI is working as expected, and I added a parameter to try and make it more ingestible by API. However, whenever our Cube dev tries to access the screen via API they get a 200 but null response, even though the screen when queried the same gets data. The webservice endpoint of this GI says to use a PUT method, though both PUT and GET have been attempted. Could someone please advise? Info:Webservice endpoint flag: Fields has the filter available: GI has OData permission, xml attached as well:GI loads as expected:GI XML (attached to ticket) API call attempted (getting 200, null)https://greatergood.acumatica.com/entity/Cube/24.200.001/CubeSubaccountGroup?$expand=CubeSubaccountGroupDetailsPUT{    "Parameters":

I would like to get a clarification regarding inventory transaction data in Acumatica. We are currently trying to identify whether there is a single table or a recommended data source that can be used to retrieve all types of inventory transactions, such as inventory issues, receipts, transfers, and adjustments, in a unified manner.From our understanding, tables like INTran, INRegister, and INTranSplit are involved in storing inventory-related data. However, we would like to confirm the following:Is INTran the correct and complete source to capture all inventory movements (issues, receipts, transfers, adjustments)? Are there any additional tables or views that should be considered to ensure no transactions are missed? Is there a recommended approach (or standard Generic Inquiry structure) to retrieve all inventory transactions accurately for reporting purposes? Are there any specific conditions, flags, or transaction types we should consider when filtering this data?Additionally, we ha

Good day.  This is shot in the dark question.  However, we have SPSS EDI for fulfillments of our purchase orders.  We are getting this weird occurrence with the Vendor Cross reference duplicates and also it seems to make up alternate IDs as well.  Has anyone experienced this phenomenon?We are on 2025R2.  If we delete them they just reoccur.Thank you.Evan  

Is there a way in the MFG BOM to have the Component flagged to only pull from Lot number?In other ERP systems ( like GP) , there is a single lot feature. Goal is have MRP understand that our component can only be consumed from one lot.  

Dear all, In the old version, If there are multiple lines in the AP Invoice, there will be corresponding multiple lines in Convert purchases to assets.But Now in the new version 2023 R2,  If there are multiple lines in the AP Invoice, there will be only one line with total amount in Convert purchases to assets.So If I want to have multi lines as the old version, how to config? Thanks and Best regards,

Hi,I have a requirement to transfer the balance of the cash account in one company to a cash account in another company. For that, when Im trying to create the Inter Branch mapping the system does not show me the offset account in the search. What could be the reason ?Thanks!

When importing historic balances into the GL, one was imported into an Asset account with an incorrect branch.The asset account was subsequently used for a cash account and, after recalculating the balance, it was discovered that the offending transaction did not appear in the reconciliation.I am now unable to reclassify or journal the transaction out and replace it with one in the correct branch because the branch does not match the branch associated with the Cash Account.  We have already imported transactions into the Cash account so I can’t delete it and start again either.  It would appear that I am stuck between a rock and a hard place.Does anyone have any bright ideas on how to resolve or work around this? Thanks in advance…   John

We have a payment made in 2026 (application date 2026 also) but it was posted in 2025. We accidentally adjusted it to match a 2025 invoice that was reclassified and now we can't adjust it to the correct 2025 invoice in Acumatica to ensure the reporting is correct.

Hi everybody !  By any chance, does anyone have the AR631000.rpx in the Generics Inquiry?We’d like to add the AR value to our dashboards with the age date set to a specific date. Thank you in advance,

In Short: The issue I am having is upgrading in Trial Mode. I am wondering if my account just does not have access to the “Download Package” function (because I don’t have an account). Which would be an easy answer, but not good news for my pre-implementation testing scenario.Longer version for anyone interested in offering reply. I have been reviewing Acumatica software...in Trial Mode (pre-implementation). I have installed locally from Open University provided software. I have gone through setup, import data, set up some minor customizations (new columns that move data from SO to SO.Invoice...and created those same columns in AR.Invoice for customized reporting...I set up and tested the custom reporting...systems works great! But I wanted to test going through upgrades. I Snapshot’d the tenant, created new instance (sandbox), customizations tested fine, I turned off the customizations in the tenant, went to maintenance mode, downloaded the package in Apply Updates, and attempted to i

We use serial tracked products that sometimes get consumed into other internal orders but sometimes get sold as is to the customer. We are having a hard time finding a way to get a list of serial tracked items that have neither been consumed into other orders nor sold to the customer. Any guidance of how to best pull together this information into a GI that employees can check against? I’m thinking probably some combination of ARTran and AMMTran info

We have created a GI and we are calculating values in the Results Grid to come up with a Percentage Complete.  Formula is (ActualAmount / RevisedAmount)*100.   This should give us a Percentage Result.However,  The Calculation results are inconsistent.For Example, the Actual Amount is 2400 and the Revised Amount is 4800.  The Percentage Result is coming back at 100.  It should be 50%.Another Example, The Actual Amount is 52716 and the Revised Amount is 138000.  The percentage Result is coming back as 76%  it should be 38%.But then in another line example the calculation is correct.  The Actual amount is 7992 and the Revised Amount is 14800 and the resulting percentage is 54% and this is correct.We can not figure out why this calculation is incorrect and inconsistent.here is the actual line in the results grid.=CInt(IIF([BudgetRevenue.CuryRevisedAmount]=0,0  , ([BudgetRevenue.CuryActualAmount])/[BudgetRevenue.CuryRevisedAmount]*100))

Hi all,I’ve created a Generic Inquiry (GI) to capture the customer’s first invoice date, and I’m using that as the customer start date.What I’m trying to achieve is something like an annual reminder/email based on that date.For example:If the first invoice date is 1st August 2024, then every year on 1st August (like 2025, 2026, etc.), the system should pick that up and trigger an email.So basically, I don’t care about the year — I just want to match the day and month with today’s system date.If today is 1st August, the GI should return only those customers whose first invoice date is also 1st August (any year). Then I can use that to send emails like “you’ve been with us for X years”, etc.The GI I created is already working fine to get the first invoice date, but I’m stuck on how to build the logic to:extract the day and month, and compare it with the current system dateI wasn’t able to get that condition working properly in the GI.Has anyone done something similar or have any idea how

I'm working on creating a report that contains all of the contact information for the other trades we typically coordinate with onsite. Information would be found in the Construction module under Projects and the Contacts tab. I'm having trouble getting the coding to pull the correct information. Right now, it's pulling in a random contact that isn't associated with the project I am using for testing. I'm sure there is a table or relation that I am missing, but every time I make a change it gives me a new error. The other thing is each project could have several contacts associated with it that I would need to break out per role on the report. I would think that I could add some type of if/then statement for each role to pull to a different designated location on the report, but want to make sure this is even feasible before I invest too much time into trial and error.Element Properties for Contacts:Current Relationships: Current String: =[ProjectContact.ContactId_Contact_displayName] 

I need to create a fairly straight forward CSV payment file to a local bank.I have checked the standard exports and they are much more complex than I need.However, I am not sure where to find information like the vendors bank account info in the export scenario I am trying to create.Any assistance would be appreciated. Carsten

Hello, How can I solve this error when trying to create a generic inquiry and display the site, but encountering the message: "generic inquiry This field will not be displayed for the current user because the user has insufficient access rights or the required feature is disabled"? Thank you in advance.

I’d like to get a feedback on my Open source project of performance comparison of three databases: MS SQL, MySQL and PostgreSQL for 26 R1 preview. I’d like to hear how deep is my analysis, what else can be added or removed? And of course if that is worthy of attention. 

Many Acumatica users in field service, manufacturing, and distribution are manually chasing vendor warranty recoveries using PO Return Receipts, Cases, or spreadsheets — with no automated entitlement checks, approval workflows, or clean AP settlement.I’ve designed ( not coded, just designed ) with:Claim Candidate Detection Queue (auto-flags in-warranty items from Service Orders) One-click claim creation from SO/shipment/receipt with entitlement engine Vendor Claim Entry + Approval Queue + line-level vendor responses Settlement Workbench (AP Credit, Refund, Replacement PO, Off-invoice, etc.) Warranty Policies, Vendor Recovery Rules, dashboards, and full audit trailIt lives inside the standard Service Management, Purchasing, and AP screens (no external tools).Quick questions for the community:How do you currently handle vendor warranty claims and recoveries today? Would a dedicated module like this (with detection queue + automated settlement) save your team significant time/money? What

When setting the OrderQty field to 0 on the SO Line, a popup is triggered as expected. However, once the popup appears, the Details tab disappears immediately. After closing the popup by clicking OK, the Details tab becomes visible again. <template>  <qp-tab id="tab-Dsco-SO301000" caption="Dsco Info" after="#tab-Addresses">        <qp-template id="form-Dsco-SO301000" name="17-17-14">            <div id="divColumnAB-Dsco-SO301000" slot="A">                <qp-fieldset id="fsColumnA-Dsco" view.bind="CurrentDocument" caption="Dsco Information" wg-container="CurrentDocument_Dsco">                    <field name="UsrBZStoreCode"></field>                    <field name="UsrBZDscoPuNumber"></field>                    <field name="UsrBZDscoOrderCancelAfterDate"></field>                    <field name="UsrBZAknowledgeStatusInDsco"></field>                    <field name="UsrBZShipmentStatus"></field>     

Hi everyone,I’m working on a Generic Inquiry (GI) to build a sales pipeline for the last 3 months, mainly based on sales opportunities.The requirement has a couple of scenarios, and I’m a bit stuck on how to structure the logic.Scenario 1 – Opportunities without quotesIf an opportunity does not have any quote, then I need to consider:opportunities with an estimated close date within the last 3 months along with the stock item and quantity Scenario 2 – Opportunities with quotesIf an opportunity has quotes:there can be multiple quotes, but I only want to consider the primary quote in this case, I want to use the quote date (not the opportunity date) Here’s the tricky part:An opportunity might be older than 3 monthsBut it could have a recent primary quote (within last 3 months) Here’s the tricky part:An opportunity might be older than 3 months But it could have a recent primary quote (within last 3 months)In this case, I still need to include that opportunity in the pipeline.However, if I

Hi everyone,S4 Consulting team has recently completed initial testing of the Acumatica AI Assistant in the 2026 R1 release..The Acumatica AI Assistant works effectively with Vietnamese language.We tested multiple use cases using Vietnamese inputs, including:Financial summary inquiries Project profitability analysis Risk identification (cost overrun, margin variance) Cash flow insights and recommendationsThe assistant was able to:Accurately interpret Vietnamese questions Return structured financial insights Highlight risks and variances clearly Provide actionable recommendationsExample Use CaseFor a construction project, we asked:"Dự án Phú Quốc Resort lãi lỗ thế nào?"The AI Assistant returned:Financial overview (revenue, cost, margin) Actual vs budget comparison Profitability ratio Clear explanation in VietnameseWe further asked:"Rủi ro gì không?"The system identified:Cost overruns by task/category Margin erosion vs plan Cash flow risks (including retainage impact)ObservationsVietnames