Discussion Forums

I want to set this screen to the Modern UI. How can I set 4 columns in each row? Is there an original Acumatica screen example like this?

i.m currently on an older version of Acumatica, testing in the sandbox for version 2024R1. I am using the Construction module and crated an invoice for a project. The invoice appears in all of the modules correctly, however, the issue i am having is with the Project WIP Report and Project WIP Detail Report. The Project WIP Report headings Revenue Recognized and Billings in Excess of Costs is showing the correct amount but the Period Billings and Billings to Period are showing credit amounts.In the two test scenario billings created and posted for the two projects, there were no debit or credit memos to cause a credit balance. It appears the credit balance is equal to the tax amount on each billing. In reading through the notes this is a known problem after the 2023R1 release. The proposed solution to run Recalculate Project Balances doesn’t seem to be working.Any ideas as to whatelse i could try?

Our company typically has 1,000 projects open at any time.  We also have over 1,000 stock items at our warehouses.  Any of these stock items can be used on a project.  How do we issue a stock item to a project where the inventory at the warehouse is relieved and the item quantity and cost are captured on the project?  This seems like a very basic scenario that is difficult in Acumatica.  Thanks for your comments.

I have a problem in Modern UI. In Classic UI I have 2 grids inside SmartPanel: Top grid: BZItemQuantityInq Bottom grid: BZItemLotInq When I click any row in the top grid, the bottom grid refreshes automatically and shows related data. Everything works fine there.  <px:PXSmartPanel runat="server" ID="CstSmartPanel1" Caption="Item Quantity Inquiry" CaptionVisible="True" LoadOnDemand="True" Width="1100px" Key="BZItemQuantityInq" AutoRepaint="True" AutoReload="True" ShowAfterLoad="True" CancelButtonID="CstButton8" CloseButtonDialogResult="No"> <px:PXGrid runat="server" ID="CstPXGrid2" AdjustPageSize="None" AllowPaging="True" SkinID="Details" Width="100%" DataSourceID="ds" SyncPosition="True" KeepPosition="True"> <Levels> <px:PXGridLevel DataMember="BZItemQuantityInq"> <Columns> ...... </Columns></px:PXGridLevel></Levels> <AutoSize Enabled="True" /> <AutoCallBack Enabled="True"

I have a customer who wants to be able to print out inventory item labels directly from the PO Receipt screen.They have developed a report (label) as a stand-alone screen where they can select the receipt number and it creates a label for each line on the PO receipt with the total line qty. They aren’t concerned at this point with have an individual label for each item received, though I’ve seen a number of suggestions on ways to do that on the community.However, I haven’t seen anything on how to incorporate this on the PO Receipt screen.I have tried doing this myself with an Action in a customization but the parameters don’t allow you to select the inventory item on the detail line to pass to the report (label):Am I missing something? 

Hi everyone,I'm facing an issue where adding a custom Decimal field to a grid breaks the standard Copy and Paste functionality in Acumatica. The "Paste" action either fails completely or only updates the first row of the grid.(This only happens in Modern UI)DAC: using PX.Data.BQL;using PX.Data.EP;using PX.Data;using PX.Objects.CN.ProjectAccounting.Descriptor;using PX.Objects.CS;using PX.Objects.IN;using PX.Objects.PM;using PX.Objects.TX;using PX.Objects;using System.Collections.Generic;using System;namespace MultipleProject{ public class PMQuoteTaskExt : PXCacheExtension<PX.Objects.PM.PMQuoteTask> { #region UsrSortOrder [PXDBInt] [PXUIField(DisplayName = "Sort Order")] public virtual int? UsrSortOrder { get; set; } public abstract class usrSortOrder : PX.Data.BQL.BqlInt.Field<usrSortOrder> { } #endregion #region UsrQty [PXDBDecimal(2)] [PXDefault(TypeCode.Decimal, "1.0")] [PXUIField(DisplayName = "Quantity")] public

To Configure Payment Receipts for Acumatica Payments  you’ll need three components:Payment Receipt report GI with the list of Payment Receipts to send Business event to send payment receipts once the payment is ready.As for the Payment receipt report, you just need to configure it the way you need. You can do it using Reports designer, see more here: https://help.acumatica.com/Help?ScreenId=ShowWiki&pageid=24b77bbe-0eb3-4d37-9350-071ae5743571 Here is an example I’ve created  The next step is to create a GI that shows only payments that you’d like to automatically print the receipts for. E.g. you’ll need payments that only use CC payment method and that are released and processed. And finally, you’ll need to create a business event that looks at the GI and creates a new email one the new record appears in the GI and set up Email notification for it.  Once you have that set up, every new captured payment in the system will automatically generate an email with attached receipt form an

What report can be used to review bin locations prior to inventory physical counts?  We can’t show it on a GI as we have multiple locations, but need to be able to review the report to identify updates needed.  

I’m new to Acumatica, does anyone know how it handles multiple approved manufacturers/part numbers per inventory item?Thanks in advance!Kathie

Hello everyone, I wanted to share a small but important detail about REST API behavior differences between Classic UI and Modern UI. I think the general expectation is that UI changes do not/should not affect API behavior. But it’s not completely true. The REST API behavior does depend on the UI of the mapped screen. The order of containers in which REST API processes the request is bound to the order these containers are defined in aspx.E.g. if you have the following mapping structure the order of writing Details and TaxDetails depends on which of these containers is defined first in the aspx of the screen.{"DocType": {"value":"Invoice"}, "RefNbr": {"value":"012345"}"Details": [...]"TaxDetails": [...]}When a user switches UI to the modern one, we do not have aspx anymore. But now, the order will be taken from the typescript definition of the screen. The same rule applies - the first container defined in the typescript will be processed first by the API.  That may cause an issue. If th

Does anyone know how to back up database? I want to start backing up our data periodically and couldn’t find the how-to anywhere. I am using Canadian Localization 25R1.Thank you in advance.

Does anyone know how often Acumatica backs up our instances when they are hosting them?Do they keep any historical backups or just the most recent?Nothing wrong, just a general inquiry. (see what I did there?)

I am having issues with number alignment in the Data Tables Widgets when using Modern UI.  All columns appear to be left aligned.  Any suggestions?

Hi everyone,Have a client looking to send and manage surveys using Acumatica, perhaps with a Surveymonkey integration. Everything I’m seeing (including the latest GitHub package) is about 3 years old. Does anyone have info on a current option?

Hi, good day!Did anyone encountered that when you print the invoice from the AR History of the customer contracts, it will not automatically show the report but will redirect you to this: Any help and shared ideas will be greatly appreciated. Thank you.

Has anyone run into the following vague error when trying to connect Shipstation.  I have followed the Shipstaion documentation here: https://help.shipstation.com/hc/en-us/articles/360026140871-Acumatica#UUID-8a29acb6-2284-4383-9cd4-9d8042e2a078_UUID-5a36552f-1c4a-47ff-a8e5-3a9c8e296fd4 But get the following error shown below.  Any ideas on what the issue maybe?

In our manufacturing process the logistics team wraps our cabinets, which are pieces of our displays. The wrapped cabinets go into crates which are grouped and shipped as an entire process for assembly in a site.  Hitting the Available-to-Promise is critical to our customer, and for this reason we would like the production schedule to factor the time consumed to pack and crate.  Has anyone model logistics as a work center?  How do you factor logistics capacity down time when the is not available to pack because they are receiving material? 

I intend to add custom fields to the Payment Summary section of the AR302000 screen. These two custom fields are intended to appear specifically when the View is set to "Document." However, it seems that despite having implemented the code, the changes are not taking effect. Where might the issue lie?

I have a tenant with 3 companies; Company A , B, and C.  I want to move Company B to its own tenant.  In a SaaS environment, what would be the steps to do that?

Good day,See the attached GI.  I want to set up the Navigation to open the Subject/Email associated with the subject on the Customer Activity tabs.  (Trying to avoid having to open the Customer Profile).I can get the hyperlink on the field, but it does not open the email. See example.Any ideas?  I had to publish today but I want to add this feature so the user can review the Note on the generic inquiry.Thank you.  

Hello all,I have been trying to work on Shared Column Configuration, but it is not getting applied. Kindly let me know if i am following the correct steps:Setting up the list of the columns, to be displayed, using Column Configurator → Selecting Shared Column Configuration.I am looking to hide the Currency field for all the users except for admin. And there would be some other fields too that will be made visible/invisible on regular basis.Moving them  to the list of Available columns:Selecting the table under Shared Column Configuration:And at last selecting the users for whom the columns shouldn’t be displayed:And clicking on Finish.The columns are getting invisible but after logging into the bernia’s account, I am able to change my columns:How can I restrict the user to not be able to add it again.Thanks in advance.

Hi Acumatica Community,I’m looking to learn how others are handling PO revisions in Acumatica when a PO goes through multiple changes over its lifecycle. We’re running into challenges tracking quantity changes, date changes, and other key updates because users are editing the original PO fields rather than having a clear revision history.Today, changes overwrite prior values on the PO, which breaks reporting for vendor accountability, financial reporting, and audit visibility. We don’t have an easy way to answer questions like what changed, when it changed, or how often a vendor moved quantities or dates.For those of you managing frequent PO updates: How are you tracking PO revisions over time? Are you using revision tabs, custom fields, workflows, or external reporting? How do you preserve historical values for quantities and dates while still allowing operational updates? How do you handle vendor accountability and financial reporting when POs change multiple times? I’d love to

Hi all, I’m trying to create a GI to show items with Qtty on hand with no Sales, or Issues, (excluding Transfer) within the last 365 days Dead Stock Inquiry is only considering last sale and Raw material there is no saleThank you 

Is there a way to display qty on hand on the PO line for stock items by warehouse?  This way the user can decide how they would like the product shipped to them based on inventory available.  I am thinking it will be an enhancement but what would be the best approach here to make it seamless.  Thanks!

Hello,Need some clarification as I'm bit confused on the backup process. Noob question.So as I understand the relation between Tenant and Company(with or without Branches) is 1:nSo if in a given scenario there are 10 companies in a Tenant and all I want is to take a backup of one single company within that Tenant then do I have to backup and restore the whole Tenant (what I see as the only option) or is there another way to only backup single company to test a scenario. Please share if there is any way to do this else seems like this should be a new added option in the backup process.Thanks