Discussion Forums

I’m trying to create a report that displays a shipment’s Return Label and I believe this is the field, however, using it produces inconsistent results. Sometimes, it produces the return label, and other times produces the shipping label. Is there a way to ensure only the return label is displayed?

Hi, i want to create budget for Grant Budget Entry. I am already create the Grant and activate, but when i try to insert the budget, there is not list of the Grant ID. Can somebody help me to solve this. I really appreciate, thank you.  

HelloI created a snapshot in full mode and successfully restored it in my local development environment. However, when I log in, I’m unable to view the complete data and other screen.Is there any permission I need to check while creating the snapshot? The below is my local instance.Acumatica Verison:25.100.0054 

I’ve built a report that pulls shipped item information from shipments for forecasting purposes.  I’m trying to link my existing tables to POOrder through POLine (ShipLineSplit to POLine on InventoryID) but am receiving grossly inflated shipped numbers.  Any ideas on how to solve this?  I’ve pasted a snapshot of my current relationships. Without the PO tables, the report works like a charm but I’m trying to exclude certain PO quantities (bulk / special orders) from a field that displays InSiteStatus.QtyPOOrders.  Thanks.  

I have vendor Id field and I must set text ,,split” for some condition. How I can do this ? 

Hello,Just installed report designer. My first project is to figure out why the PDF file of a report has a data set that the bounced excel file does not. I came across this linkhttps://www.augforums.com/forums/acumatica-report-designer/export-report-to-excel-totally-skews-report-but-it-pdf-looks-perfect/I totally understand this. However, I don't understand how the row/column layout works regarding this. From the link i get what the green box shows. but how do multiple data values use the same “excel cell”, but when pushed to excel they’re not actually those values. For example, wouldn’t my ‘warehouse’ value lay on 7,7? that’s where it lies on the excel sheet.I’m trying to get “SOLine.InventoryID_description” to show on excel.

We are in the processe of implmentation and I am exploring the Blanket Sales Order functionality and have run into what I belive is an issue related to the “Requested On Date” on the Blanket Order Type.When creating a blanket order you can define the “Requested on Date” for the line item in the Details table (had to add this column),  however when you go to Line Details,  you can only define the “Sched Shipment Date” for each line, not the Requested On Date.      Additionally I have discovered that when creating Child Orders from the Blanket order,  the “Requested On Date” on the Child Sales Order defaults to the Current Date regardless of what is set on the Blanket Order.  I have also observed that the “Scheduled Shipment Date” on the Child Sales Order defaults to the “Scheduled Ship Date” minus the defined number of Lead Time days set on the customer record, which is how I would expect it to behave.My conclusion is that setting the “Requested On Date” and “Scheduled Ship Date” in the

Hey All - I have seen the topics of issues with reports not filling up the page and leaving blank space, but unable to get mine to work - anyone have any tips? I had to Zip the file to load it.I tried:Changing to false on landscapeChange to Letter vs A4Print Empty on sections to False

What is the process for marking an attribute as required

Hello everyone,I've encountered an issue concerning how item descriptions are handled between the Stock Item  master and its usage within the Bill of Material module.When I update the Description of a standard Stock Item (e.g., on the Stock Items (IN202500) screen), this change is not automatically inherited by the corresponding component line item within any existing BOM. I must manually open and update the BOM to reflect the new description.Why is this the intended behavior in Acumatica? From a data consistency and efficiency standpoint, it seems logical that the BOM component's description would always reference or automatically update from its master Stock Item record.Could someone explain the design philosophy behind this apparent lack of synchronization? I'm trying to understand why this would be implemented as a feature to be managed manually, rather than an automatic system update. Is there a specific business scenario this design supports?Any insight into the technical or func

When trying to edit the ASPX of the Vendors screen in Acumatica 25R2, I get the following error: 'You have insufficient rights to access the object (GraphAspxEdit).' This is preventing me from customizing the ASPX for the screen to fit my needs. Is there a reason that this is happening? I'm logged in as the administrator and have had access to this feature in previous versions of Acumatica. Any assistance would be welcome.

Hi all,We’re running Acumatica 2025 R1 with the US ACH plug-in and have run into a limitation related to the Class Code (CCD vs PPD).Currently, the plug-in doesn’t appear to allow us to define the Class Code at the vendor level, which is an issue since we make ACH payments to both businesses (CCD) and individuals (PPD).Our bank supports having both CCD and PPD records within a single NACHA file, as long as each group of transactions is properly batched by class code.We’ve considered setting up two separate ACH payment methods (one for CCD and one for PPD), but our accounting team would prefer to process all ACH payments in a single batch.Has anyone found a way to handle mixed CCD/PPD transactions in one batch, or implemented a customization that allows the Class Code to be set at the vendor or payment level?Any creative workarounds or examples would be appreciated.Thanks,Dave

Is there a way to upload a bunch of old emails into Acumatica all at once? We have a bunch of old emails we would like logged in Acumatica, but we don’t see an option to upload them all at once.

Hello Community, I created a new custom report to display payment details. The report runs correctly from the Report screen when I provide the parameters DocType and RefNbr of the payment.To automate this after releasing a payment, I created a Business Event and added an Email Template subscriber. In the Email Templates screen, I attached my custom report with the parameters defined.However, when the Business Event triggers and sends the email, the attached report is always blank. I have tried both enabling and disabling the “Use Event as Data Source” option, but the result is the same.Steps to Reproduce: Create a custom report that takes DocType and RefNbr as parameters (works fine when run directly). Create a Business Event triggered after releasing a payment. Add an Email Template as a subscriber. Attach the custom report in the Email Template with required parameters. Trigger the event → The email is sent but the attached report is blank. Is there anything I need to change

I’m trying to update a customization for Modern UI. I’ve done the same on several other screens without problem, but can’t seem to make Customer Locations work.I’m getting the dreaded “cannot be bound to a FieldState.” but the fields are in the DAC Extension. They show up fine in GIs (which is generally my test.)Can  anyone see what I’m doing wrong?TS File:import { PXFieldState, PXFieldOptions, createCollection, PXView, gridConfig, GridPreset  } from "client-controls";import { Location } from "../AR303020";export interface LocationExtTest extends Location {}export class LocationExtTest {    UsrTEKServiceTradeSend: PXFieldState;    UsrTEKServiceTradeManualID: PXFieldState<PXFieldOptions.CommitChanges>;    UsrTEKServiceTradeID: PXFieldState;    }HTML File:<template>    <qp-tab after="#tabGeneral" id="tab-STInfo" caption="ServiceTrade"  load-on-demand="true">        <qp-template id="formSTGeneral" name="1-1" class="label-size-m">            <div slot="A">    

Our team is currently in the middle of an implementation of Acumatica 2025R1. We have the manufacturing module.  With our existing process, we would make a production order for 100 parts with an outside process operation. We might only have a portion of the parts ready for outside processing, and would make a PO for those parts and send them for outside processing. Later, we may send another portion from the same production order on another purchase order, etc., until all parts have been sent for outside processing. The parts from the earlier PO might return before the other parts, and we would start working on the next operation for those quantities.  Is there a way to achieve this process in Acumatica? We want to be able to track the costs from the purchase orders on the production order and track the quantities sent to the vendor, including how many have been returned and how many are waiting to go.

Hi.I need to create a GI that should calculate values ​​the same way as in a rowset. How i can do this? 

I have BAccountExt with this field (Its first customization):#region UsrCostCodeID        public abstract class usrCostCodeID : PX.Data.BQL.BqlInt.Field<usrCostCodeID> { }        [EPTimeTrackerCostCodeSelector(typeof(BAccount.bAccountID))]        public virtual int? UsrCostCodeID { get; set; }        #endregionAnd i have RQRequisitionLineExt with this field (Its second customization):#region UsrCostCodeID        public abstract class usrCostCodeID : PX.Data.BQL.BqlInt.Field<usrCostCodeID> { }        [PXDefault(PersistingCheck = PXPersistingCheck.Nothing)]        [CostCode(typeof(Current<RQRequisitionLine.expenseAcctID>), typeof(usrProjectTaskID))]        [PXUIField(DisplayName = Messages.CostCode, Enabled = true, FieldClass = "COSTCODE")]        public virtual int? UsrCostCodeID { get; set; }        #endregionWhen i on this two customizations. In Requisitions Primary List RQ3020PL i have this error

I need help adding lot numbers to the shipment detail line. The order is created by an external source. Once we receive notification that the order was shipped the shipping detail and lot numbers are retrieved by an API. My process creates the shipment and shipment lines. For each shipment line I must add lot numbers. There can be 2 or more lot numbers per shipment line. What is the protocol for adding the lot numbers to the shipment lines?

Version 25R1, after switch, it seems that last login time in user profile and last activity field is updated anymore. it always shows “last sign -in “ as 1999-12-31 7pm (ETC) for users with entraID, native user like admin does not have this issue.

Hi all! I’m trying to create a report using GI that shows all landed costs and the POs they are related to. The problem is that I’m getting a lot of blank lines.I’m using these data sources:PoReceiptPoReceiptlineLandedCostDetailsPoorderLandedCostDoc

Hii, i wan to ask, why i can not to create a new budget in Acumatica? There is any step that i miss before cerate a budget in Finance Module. and also can we compile grant/project budget and department/program budget on this budget menu, so we can get the calculation between grant budget and department budget in this Budget Finance Modul?Please help me to solve about this, i really appreciate😥 

Hii, i want to Activate my Fixed Asset by “Remove Hold”, but when i tray to save the Fixed Asset, there is an error. So i can not to release the Fixed Asset Transactions and the other procedure for Fixed asset. Please help me to solve about this, the COA is already active, i created the new dummy subaccount (T02-000) and also i already check the fixed asset class for this and confirmed if their already have the same setting for GL Account. I really confuse, there’s a step that i miss, so i can not to Activate and Release the transactions.Thank you  

An unhandled exception has occurred in the function 'MoveNext'. Please see the trace log for more details.We got the above error for couple of time for a customer in this month. This error got resolved after we did restart. Is this an known issue?

Is there a way to take information on the Stock Item page and display it on the line when that part is chosen for a Sales Order?