Discussion Forums

Hello, I am new to acumatica, I am preparing for year end inventory, I cannot seem to prepare an inventory that shows all Active inventory Items. I have found that if I do a full physical inventory it actually is not. it leaves out items with 0 on hand.  Please anyone.

I am having trouble updating and adding allocations on a shipment detail.  For simple cases, everything is working fine.  I am building an integration to a warehouse system, so I am trying to update the shipment with details from the warehouse system about shipped quantities and packages.I have a detail line that is a kit, so it already has the 3 components connected to it for allocations.  If everything shipped in 1 package, then I can update those 3 allocations with the quantity shipped for each, no problem.  However, when a line like that is shipped in multiple packages, I need to expand the allocation entries to have 1 for each combination of SKU and package, with the quantity shipped in that specific package.When I attempt this, the response I get back has more allocation entries in it than what I sent in.  If originally there was 3 allocation entries, and I try to update those 3 and add 5 more (total of 8), I get back a response with 11 allocation entries and an

Hi Team,I want to override the PMTaskTotal.CuryExpense field, which is available on the Project screen. I have tried several events such as RowSelected, RowSelecting, RowPersisting, RowPersisted, and RowInserted, but I am still not getting the expected result. The field value is not changing. Currently, I have added a hardcoded value just to test the event, but it still doesn’t update.Can someone please assist me with how I can customize or override this field properly? using PX.Data;namespace PX.Objects.PM{    public class ProjectEntry_Ext : PXGraphExtension<PX.Objects.PM.ProjectEntry>    {        #region Event Handlers        // This will modify the val

The dashboard parameter for “default” value of @me, no longer works after an upgrade from 2022R2 to 2023R2   Instead I added the filter to each Widget/Generic Inquiry on Dashboard, but client prefers the parameter because it allows user to toggle back and forth on the owner list of name.Any ideas would be appreciated

Hi,I am working with two customization projects in Acumatica 2025 R2, both extending the AR101000 (AR Setup) screen in the Modern UI. Project SRK100 adds a custom field UsrSRKTestCard inside a new fieldset (SRK100_BaseFields). Project SRK200 attempts to insert another custom field UsrSRKTestField using the after selector to place it immediately after the SRK100 field. The issue is: Problem: Although the customization compiles with no errors and both packages published successfully.  The field from Project SRK200 (UsrSRKTestField) display in the UI in ‘groupDataProcessingSettings’ field set.  But It should appear immediately after UsrSRKTestCard, but it is not. Both extensions inherit properly: b

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 Acumatica Community Webinar - Understanding Cost Projections and WIP in Acumatica: What Every Project Team Should Know - December 16, 2025Cost projections and WIP reporting are two of the most powerful tools in Acumatica’s project accounting. In this sess

Can we add a fee per package of a shipment? I know we can add a fee for each line of a shipment using shipping terms.However, we want to add a fee per PACKAGE of the shipment.  It is a small fee to cover the costs of the box being used to ship. Is this possible without a customization? Thanks!

Our company is trying to implement WMS in 2025-R2 and have come across a road block.We need the ability to pick the Qty Ordered in WMS when there is not Qty Available.I am able to do that on paper documents when the Create Zero Shipments is set to yes.  There are a million different real-life scenarios where the quantity on the floor is greater than the quantity available in Acumatica.Receiving person is out sick, inventory errors, KIT assembly not posted, customer returns not processed, etc. On paper - I can print the Shipping document.  It shows the Qty Available/shipped is less than Qty Ordered.  That is fine.  My warehouse teams can still fill the customer order and get it out the door.I am stopped from Confirming the Shipment until I address the inventory issue - and that is just perfect.  The customer order is completed and I will have a happy customer - always goal #1. In WMSI cannot PICK material gr

I am creating a Processing Screen in Acumatica and I need to calculate a value for one of the grid columns.The calculation should work like this:I need to fetch data from other tables.Apply grouping/aggregation (for example, MAX(date) per some key).Display the result in a column in the Processing Screen grid.I am looking for the best practice approach to implement this in Acumatica.Specifically, I am not sure whether I should:Use a Projection DAC with Select + GroupBy to pre-calculate the value.Use PXFormula or some other BQL trick.What is the recommended way to compute aggregated values from other tables for a Processing Screen column in Acumatica?

i want to display Tag Number, so we can use it for our physical count. 

I recently ran into an issue with a PXSelector. I defined the selector to use a unique key as the actual key, but to display a different value. The problem is the selector became confused when there were multiple identical display values.I can kinda understand why this would be a problem, but it seems to me that the selector should be smart enough to differentiate between the options based on the underlying key value. Is this a core limitation of a selector or simply in mind when it was designed?​@Dmitrii Naumov 

SO, in this designer report the item line is not picking from the correct path that is SoShipLine.TranDesc. The Soshipline was not in it so i join it to the table of SoShipment. I try adding it but the result was duplicating itself on every linethis was the formual that was puling the item.=IIf([SOPickerListEntry.LotSerialNbr]<>Null, Format('{0} {1} {2}', [SOPickerListEntry.InventoryID], [SOPickerListEntry.LotSerialNbr],[SOPickerListEntry.InventoryID_description]), Format('{0} {1}', [SOPickerListEntry.InventoryID], [SOPickerListEntry.InventoryID_description])) This is after I join SoShipLine to get TranDesc 

Hello, Has anyone ever noticed any issues with the scan and count process when multiple users are using scanners at the same time (Full Inventory PI)? Example: 30 users have scanners and are using the scan and count process at the same time.I am concerned that many users may disrupt the process. This is our first full PI in Acumatica and any advise would be appreciated.  

Canadian payroll year-end is around the corner—make sure your team is ready.Our latest Canada Payroll Year-End Webinar is now available to watch on demand, covering the essential updates, troubleshooting steps, and provincial changes you need to close 2025 smoothly and confidently.In this session, our payroll experts walk through:Key federal and provincial changes for 2025–2026 CPP/QPP, EI, and employment standards updates T4 and RL-1 preparation essentials Common year-end pitfalls—and how to avoid them Reports and tools to help you balance faster and with fewer errors Tips straight from Support on preventing escalationsWhether you’re finalizing December payrolls, preparing slips, or validating data, this session gives you the clarity and checklists you need for a clean year-end.Watch the webinar👉

public PXAction<FSEquipment> UpdateHours;        [PXUIField(DisplayName = Messages.UpdateHours, MapEnableRights = PXCacheRights.Select, MapViewRights = PXCacheRights.Select)]        [PXButton(DisplayOnMainToolbar = false)]        public IEnumerable updateHours(PXAdapter adapter)        {            if (MaintenanceLogInfo.AskExt(UpdateHoursSetVisible, true) == WebDialogResult.OK)            {                DateTime date = MaintenanceLogInfo.Current.Date.GetValueOrDefault();                decimal hours = MaintenanceLogInfo.Current.Hours.GetValueOrDefault();                if (date == null)                {                    // Acuminator disable once PX1051 NonLocalizableString [Justification]                    MaintenanceLogInfo.Cache.RaiseExceptionHandling<FSMaintenanceLogInfo.date>(                        MaintenanceLogInfo.Current,                        date,

HelloWe’re having an issue with Canadian payroll and I’d like to know if anyone else has seen this, or if there is something we’re missing.We have a test employee who has maxed out on EI and CPP (tax reports confirm this), and when I process a subsequent regular pay run and compare the Federal Withholding Tax (FWT) and the Provincial Withholding Tax (PWT) to the Payroll Deductions Online Calculator, the amounts don’t line up. In Acumatica PWT is lower while FWT is higher. If I run the Online Calculator again and do not select the option for max EI and CPP having been reached, then the PWT matches what Acumatica calculates, but FWT is still out. In all standard pay runs I can get an exact match. We’re only seeing this now with maximums having been reached. I’ve gone through all setup and can’t see anything that seems like it would impact this.Appreciate any feedback anyone has on this! 

Hi Everyone,I’m working on a customization where I need to add an action to the Sales Order line that behaves similar to the standard Add Related Item function. I already have a custom popup and a DAC that stores line-level kit component details. Now I want to extend this by adding the “Add Related Item” functionality inside my custom action.I’m looking for guidance on the correct approach: How can I call or reuse the existing “Add Related Item” logic from my custom action? Is there a way to trigger the same popup and selection logic that Acumatica uses in the standard action? If the standard behavior cannot be reused directly, what is the recommended pattern to rebuild this functionality for a custom grid action. Any examples or references of extending or overriding the Add Related Item action would be helpful. Screenshot to refer : 

Hi,I’ve added the relevant tables and joins in the Customer master GI to display the customer’s bank account number. However, instead of the actual values, the GI is showing 0000000000.Refer to below screenshot.      

Why do I have full access to the Customization Project screen but still cannot use the Add and Delete buttons, even though I am able to edit existing elements?

Hello!I am required to calculate sales tax on Invoices, but the tax should not get reported on the invoice but only when receiving the payment. Is there any way that I can do this?Thanks

Good day CommunityI have created an ARM report which has PTD and YTD values on the same report but for some reason it is only displaying YTD in all columns and I can’t see the problem.PTD has Turnover as the Amount Type in the Data Source and YTD has Ending Balance, yet the amounts displayed are the same. Obviously the Subaccount is the same.Can someone please advise what I have missedMany thanks in advnce.

I’m trying to create a Generic Inquiry table that has all the inventory balance by location and serial number. There’s been several different tables presented on this site that can get qty by location (attached below) however, whenever I add Serial Number to them, the serial number gets attached to everything of the same part, producing duplicate results (and grouping isn’t smart enough to match deal with that). Is there a way to get the serial number to link only to the qty it belongs to?

Hello,       Our company has some vendors that we do NOT want the sales team to know about. So we’ve set up restriction groups: only buyers can view these vendors, while certain sales personnel cannot.     However, when sales staff enter sales order with items purchased from these vendors into the system, an error pops up indicating they do not have access rights to the preferred vendors for those items.I currently have a workaround: I don’t set default preferred vendors for these items. But is there a better way to achieve both of the following?The vendors remain restricted (only accessible to buyers); Sales staff can enter sales order with the items correctly without errors.

We have stock items that do not need to be checked into the system in some instances, and others they do need to be checked in. If we raise a purchase order with these stock items, is there a way to not check them in and close off the purchase order?  For additional context, when we were setting up our system, our consultant helped us set up the following manufacturing flow. We have an item that undergoes manufacturing steps at 3 different suppliers. To track the manufacturing flow, we created a BOM with the main part being machined as a stock item and then the subsequent steps are non-stock item services provided to the stock item. I have included a little table below to describe the process. Should I start receiving these goods/not backflushing them?

Hi all,We recently upgraded from Acumatica 2024 R1 to 2025 R1 and noticed that whenever a new case is created, an additional activity entry is automatically generated:Type: System MessageSubject: Case created in ERPWe haven’t been able to identify any functional value for this entry—it simply logs that the case was created. However, it is creating extra activity records that are triggering unintended side effects, particularly with Business Events that rely on the CRPMSMEmail DAC (e.g., when monitoring case-related messages).We’ve looked through different settings screens but haven’t found a way to disable this “Case created in ERP” message.Has anyone found a way to disable or suppress this automatic activity entry in 2025 R1?Or alternatively, is there documentation explaining its purpose or how it ties int