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I would like to create a consolidated P&L for two tenants, but exclude sales between tenants. More specifically, tenant A sells to tenant B, but that revenue shouldn’t be considered. Can the row set exclude revenue for a specific customer?Any suggestions are appreciated.

How can I set up a consolidated report to eliminate intercompany transactions between Company A (Branch AA) and Company B? I attempted to use the Consolidation in Acumatica but couldn't get it to work. Any advice on what I might be missing? Thank you for your support!

Meet Karthik Gajendran our Acumatica Community Featured Member for April 2026. It’s great to have you as part of the Acumatica Community ​@KarthikGajendran!Recently Chris Hackett reached out to me and said I got selected as Featured Member of the Month in the Acumatica Community, which honestly made me pause and think…“Wait… are you sure you picked the right person?” 😄So, here’s a little about me, the short, honest, and heavily edited for entertainment purpose.Where It All StartedI come from a small village in the southern part of India, the kind of place where Google Maps politely gives up halfway.I was the first graduate in my family and the first engineer from my village. These days, there are many more… so I like to think I started a trend. 😄I grew up in a big joint family, which was basically my first training ground forCommunication Conflict resolution and Stakeholder management 😝How I Got HereMy career started in 2014 as an EDI Analyst at a company now called as CGS in Montre

I added a custom field to store the internal company in both the Item Classes and Landed Cost Code screens, using the same approach in both cases. I also added a selector to choose the company.In the Item Class screen, the selector works as expected and displays the available company list. However, in the Landed Cost Code screen, the selector is empty and does not show any values, even when logged in with the same user.Following is the code public class LandedCostCodeAccessRestExtP : PXCacheExtension<PX.Objects.PO.LandedCostCode> { #region UsrInternalCompanyID [PXDBInt] [PXUIField(DisplayName = "Company ID")] [PXSelector(typeof(OrganizationBAccount.organizationID), typeof(OrganizationBAccount.acctCD), typeof(OrganizationBAccount.acctName), SubstituteKey = typeof(OrganizationBAccount.acctName), DescriptionField = typeof(OrganizationBAccount.acctName))] public virtual int? UsrInternal

I've set up a Unit Set hierarchy for consolidation, where Company A is the parent of B and C. Based on the documentation, Company A should show the consolidated data of its sub-units. But when I run the report for Company A, it’s not totaling B and C correctly. Is there a specific setting in the Unit Set or Report Definition that I might have overlooked?  

Is there a way or something I am missing that will not show discounts on the line or document level to select if they are expired, a sequence doesn’t exist, or the sequence is marked as inactive? We have old discounts codes we don’t use anymore and even if I have deleted all sequences or inactivated all sequences they still show up to select on sales orders. There is an error when selected, but we don’t want these to even show.

We are implementing a custom WMS scan mode in the Receive Put Away screen to print labels automatically after scanning a PO Receipt, Inventory Item Requirement:We need to print labels silently (without opening the report UI) using Device Hub when the user scan the Item. Environment:Version: Acumatica 2025 R2 (25.200.0248) Module: WMS (Receive Put Away)  Code is : using System;using System.Linq;using System.Collections;using System.Collections.Generic;using PX.Common;using PX.Data;using PX.Data.BQL;using PX.Data.BQL.Fluent;using PX.BarcodeProcessing;using PX.Objects.AP;using PX.Objects.IN;using PX.Objects.IN.WMS;using PX.SM;using PX.Objects.Common;namespace PX.Objects.PO.WMS{    using static PX.BarcodeProcessing.BarcodeDrivenStateMachine<ReceivePutAway, ReceivePutAway.Host>;    using static PX.Objects.IN.WMS.INScanWarehousePath.ScanPathMode;    using WMSBase = WarehouseManagementSystem<ReceivePutAway, ReceivePutAway.Host>;    public class ReceivePutAwayExts : ReceivePutAway.

Our Item Class has two levels, for example: 01-01, 01-02... 10-01, 10-02, 10-03... 90-01, 90-02.In reality, there are spaces in the value, the actual format is like 01 -01, 01 -02, etc.In the Report Designer, I want to group data by the main Item Class. I used this expression in the Group settings:=Left(Trim([InventoryItem.ItemClassID]), 2)Strangely, most Item Classes are grouped correctly, but 01-01 and 01-02 are still split into two separate groups.Moreover, I tested the condition Left(Trim([InventoryItem.ItemClassID]), 2)='01' and it returns True for both records, which is very odd.What is the cause of this issue? Or if I need to group by the main class, what other methods can I try?

What We Are BuildingWe have a customization on the Cases screen that adds a Sub Tasks grid using PXGridWithPreview. Each sub task has a ChatLog field (PXDBText) that stores an HTML chat-style log, and a MessageText field (PXString, unbound) for the user to type a new message. A Send button appends the message to ChatLog and saves it to the database via a PXAction.The preview panel shows the message input (PXRichTextEdit) and the chat log (PXHtmlView) below it.The ProblemAfter clicking Send, the ChatLog in the database updates correctly. However, the PXHtmlView displaying ChatLog in the preview panel does not refresh — it still shows the old content. The user has to click away to another row and come back to see the updated chat log.What We Have Already TriedServer side:CaseSubTasks.Cache.Clear() and CaseSubTasks.Cache.ClearQueryCache() after save Re-fetching the record via PXSelect and reassigning CaseSubTasks.Current CaseSubTasks.View.RequestRefresh()ASPX side:RepaintControls="All" on

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share Introducing Acumatica Cloud ERP: 2026R1Great news! Acumatica 2026 R1 is here, bringing a powerful set of innovations designed to help your business grow, move faster, and make smarter decisions. We've focused on four key themes: AI Everywhere, Real-Time Visibility and Control, a Unified Experience, and delivering even deeper functionality tailored to your specific industry. Karthik Gajendran - Acumatica Community Featured Member for April 2026Meet Karthik Gajendran our Acumatica Community Featured Member for April 2026. It’s great to have you as part of the Acumatica Community ​@KarthikGajendran! Acumatica Community Webinar - Data by Design II: Take Acumatica’s Report D

Hi! Is it possible to create a business event directly in the customer portal?I have access to the business event screen in the portal, but the screen looks a lot different from what it is in the ERP. I also don’t see the question mark icon at the top that usually takes you to help documentations for the screen. Can someone explain to me how business event works in the portal and how to create/run one in the portal please? Thank you! 

I have a tenant with multiple branches and I need to restrict certain users so they can view Sales Orders belonging to specific branches.Could anybody guide me on how to properly configure this restriction?After login, the user should only be able to see Sales Orders related to the assigned branch(es).I would appreciate your help in setting up the correct configuration. 

Hello,I was tasked with creating a DSO inquiry for us to use. After building one myself (see XML attached) I found one our VAR created (also attached). Here’s where i came across a few issues.Mine is built off of invoices and memos from the ARInvoice module. To get this to line up the same as how the VAR lined up theirs I had to group and SUM all of my invoices. All numbers line up except for 04-2026 invoices. I assume those will match up once we close out the period since all past period match exactly. (i verified these numbers by going to the AR module and filtering by only Invoices or credit memos and matching total at bottom of page)None of then numbers on the one that the VAR created match the one I created nor do they match what the AR module says when i filter down the types. Their DSO equation also seems to be broken beyond my knowledge to repair. That or it’s missing something or seeing a zero i don’t in order to pull in a NULL value. I’d like to get some more smarter eyes on

Hi, I'm currently working on a customization in Acumatica and ran into a tricky issue involving workflow timing and an external AI call. Here’s the situation:Code SummaryContext: Acumatica ERP, page EP301020 (Expense Claim Details), C# .NET Framework 4.8.What the code doesA custom button "SubmitWithAI" replaces the standard submit and performs two things: Synchronous (blocking) validations: Photo is required Project and task are required Item is excluded Bank Feed amount must match the receipt amount AI analysis (call to GPT-4o via OpenAI API): Sends receipt images in base64 GPT analyzes and returns a JSON with amount, taxes, tip, category, currency, etc. The GPT JSON is compared with Acumatica data The result is saved in two custom fields (UsrAnalyseAI, UsrReponseIA) It works, but…The problemSymptomThe GPT call takes 5–25 seconds — the user is blocked waiting the entire time before the submit completes.Core issueThe core issue is that the workflow evaluates conditions b

Good morning all,I am posting to inquire if anyone has seen if the Acumatica portal can tie to the Field Services module for like payments, services, appointments, etc. Does anyone know if its possible and if so does anyone have evidence showing it running? Thanks in advance all.

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. Open the Customization menu and click Convert to Modern UI. Acumatica will place the generated files in: site\FrontendSources\screen\src\development These files wi

Hi there,System prompts a warning message “Last Name or Account Name (or both) should be filled in.” when we execute import for leads in LIVE tenant.Appreciate if you guys could assist on this matter. Thank you in advance.  Here's the screenshots of the data provider and import scenario profile.Data Provider Import Scenario Leads screen  

Hi Acumatica Developers,If i have a field which is in several screens(say 10 screens). Instead of having 10 graph extension to implement custom logic.Can i extend PXGraph like class “MyClassExt: PXGraphExtension<PXGraph>” and have events to implement my custom logic? Will there be any drawbacks with performance , locks, etc. ?  

When I try to add custom field through Customization Project → Screens → Customize Existing Screen → Select Paychecks and Adjustments and hit OK, I get the following error: Cannot parse the ASPX file. The closing tag </px:pxformview> is not expected in the line 87; the expected tag is px:PXFormView from the line 54. It won’t even open the screen, either to view or edit the aspx file.We are developing it under Acumatica Cloud ERP 2026 R1 Build 26.100.0175 +

Hello! I created a business event to trigger based on record inserted into a generic inquiry. The goal is to notify case owners when there is a comment submitted on the customer portal. The generic inquiry is only showing customer portal comments, so ideally when a record is inserted, then the business event would fire and send an email. Currently the GI is working as I see new records being inserted each time a new comment is submitted from the portal. But when I look in the business event history, nothing has fired, there is no history… The GI is also published to all user roles. And the email used in the subscriber is an active working email. Any idea why this is happening? 

I have an Appointment GI that I am wanting to show the Date  + Time in the results.  If I add the field directly to the results grid it only shows a Date.  If I do: =[FSAppointment.CreatedDateTime], it does show the Date and Time in the GI but in UTC.  Is there a standard way to show the time in a GI for this field or am I required to do the dateadd feature to adjust. ThanksChris Lower

Can someone support me by providing a copy of the Acumatica installer version 2020 R2, it is no longer available in the download repository on Amazon and build archive, I’m working on upgrading from 2019R1 and need it for that reason so if someone still has that version and can provide it for me

I’m trying to figure out why Acumatica changed the ShipAddressID on an order and what that means. I don’t see any visible changes to the order, nor can I figure out what these numbers mean. It did however remove the salesperson ID from the order lines.  

When working in the Acumatica Report Designer, the Excel Grid button has become grayed out and unclickable. Strangely, this does not affect the actual Excel export functionality — my custom reports still export to Excel successfully. What would cause the Excel Grid button in Report Designer to be disabled, while report export to Excel remains fully functional? Can I fix it?

Hi Team,Currently, when I send an email from the PO screen using the Send Email action, the email is being sent with a PDF attachment by default.However, I have configured the email template to attach the file in Excel format, but it is not working as expected.Could someone please help me understand how to attach the report in Excel format while sending the email from the PO screen?