Discussion Forums

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?

Hello all,Can anyone guide me to the steps for the below 2 scenarios relating to AP Doc recognition service?  Or please correct me if I’m wrong:Scenario 1: If the AP Bill before receipt is true & No PO receipt is generated then the PO automatically gets linked to the uploaded AP Doc/PO Invoice under Incoming Documents screen. Scenario 2: If the AP Bill before receipt is false, & PO receipt is generated, then the PO Automatically gets linked to the uploaded AP Doc/PO Invoice under Incoming Doc screen. However when I tried, i had to manually choose the PO. I have created a 100% receipt of the PO. So how come this scenario is fulfilled? Am I missing any setup? Scenario 3: If the AP Bill before receipt is true, & PO Receipt is generated, the PO isnt automatically linked to the uploaded AP Doc/PO Invoice under Incoming Doc screen. Scenario 4: If the AP Bill before receipt is false, & no PO Receipt is generated, users cannot link PO after PO receipt is generated. Under all th

I need to transfer funds from one bank account in 1 currency to another bank account in a different currency. I can’t have a funds transfer or a journal entry with accounts that have different currencies. Is there a way to do this? 

Starting January 1, 2026, Shopify will prevent the creation of legacy custom apps. Instead the dev dashboard will have to be used.The credentials and authentication process appears to be different for new apps developed using the Shopify dev dashboard.Do we foresee any breaking changes for the Shopify connector after January 2026 if new legacy custom apps cannot be created?Are there any documents relating to setting up the Shopify connector with newer apps developed through the Shopify dev dashboard? Specifically interested in whether the new “clientId” and “secret” associated with newer Shopify apps relate directly to the “API Access Token” and “API Secret Key” that were used in legacy custom apps? ie should those newer credentials just work in place of the older credentials? They don’t appear to.

Starting January 1, 2026, Shopify has updated the way custom apps are created and managed, moving away from the legacy “custom app” model to a more secure and standardized approach through the Shopify Dev Dashboard. This change aligns with Shopify’s broader focus on improving app security, access control, and developer experience. We need to support custom app for partners that test on local instances and can not connect to our public app.With the new flow, custom apps are now created directly within the Shopify Admin using the Dev Dashboard, providing better visibility into app permissions, API credentials, and lifecycle management. This document outlines the updated process, highlights key differences from the previous approach, and guides you step-by-step through creating and configuring a custom app using the new system.****The custom apps that have already been created will continue to function as intended.  Prerequisites:Admin Access to working Shopify store. Notepad to be able t

In 2025 R1, Acumatica released electronic payment method to allow for file creation type that used by RBC to pay vendors in the US from a Canadian bank account (like an ACH). Has anyone had any luck setting it up?  When I try to, I am unable to choose the expot method shown in the guide (Page 105 - https://acumatica-builds.s3.amazonaws.com/builds/25.1/ReleaseNotes/AcumaticaERP_2025R1_ReleaseNotes_full.pdf) Guide: Our instance: 

Hi everyone, I am creating a sales report where I would have another column to get the sum of previous years total (ARTran.CuryTranAmt) I tried using a subreport but could not figure out to get the @From or @To to have a value less than 1 year.  Any input is highly appreciated. Thank you. 

Hello everyone! Do you have a business cases when you need to include control AR account in Account Group?Could you please share your experience?I know it is not recommended setup, but I try to find out what the problems can occuer? Best Regards,Irina Kateneva,Project/Construction team 

Please find the explanation below.When publishing the login image in a SaaS environment, if you encounter the error below, follow these steps to resolve it. SystemFile="True" should be specified only for the files that are originally present in the icons folder. The system is only able to replace the images present in original "Icons" folder but not add new images present in the customization project. For example-The Icons folder has 12 login_bg images. But the IconsCustomized has 15 images, so when we publish this package with SystemFile="True" , it gives the following error. Cannot backup the file Icons\login_bg11.JPG: Original file does not exist.The number of images in Icons folder in 2024R2 have been reduced to 10. So if you have more than 10 images in your customization package, make sure to set SystemFile="True" only for the files that are originally present in the icons folder. For new images, SystemFile should not be set to true.

Hi,Can the attributes from inventory item screen be added as a field into a customization? I am looking to add a few attributes from inventory items to the Sales Orders detail tab so when entering an line item for an order it will lookup the field from the attributes. I cannot see the attributes I have created to add them. Any thoughts? 

Hello, I have a scenario where in the classic UI am able to add the Inventory ID Description Field for the Modern UI am unable to add the Inventory ID description Classic UIModern UI How to add Inventory ID description field to the Cost budget in Modern UI Please let me know

Having a tough time getting the Purchase Receipts to default the Warehouse and Location.  It is defaulting the warehouse but the location just shows <Split> and won’t fill in the default from the Item Warehouse Record.Here’s the scenarios:When doing a Purchase Receipt you have multiple options to enter the Detail Lines on the Receipt.<Enter Receipt> from the PO Screen – this builds the Receipt entry from the PO and does all the settings.  Detail Lines to not have a Default Location.  They do have a Default Warehouse   Manual Entry – this seems to work properly when you enter the Detail line with Inventory ID, the Warehouse and then the Location Defaults from the Item Warehouse default Receiving Location   On a Manually Created PO Receipt – select the <Add PO> button which will show a list of POs from this Vendor which you can select and will fill the Detail Lines – no Default Location.  They do have a Default Warehouse   On a Manually Created PO Receipt – select the &