Discussion Forums

Hello! I currently have a GI that shows all sales within a certain time period. However I am noticing that credits are showing as a positive number. I saw a few ways that you can turn them into negative but my report is built off of ARTran fields. Is there a formula I can use for this? Here are my current fields in the “Results Grid” tab 

Hi,Quick question about Corporate Credit Card receipts created from Bank Feeds.When we import transactions using Retrieve Bank Feed Transactions (CA507500) with Create Expense Receipts enabled, the receipts are created and automatically matched to the bank transaction.Because of that, fields like Qty, Unit Cost, Tip and Taxes become non-editable for the user unless we Unmatch → Edit → Match again.Is this the expected behavior, or is there a way to prevent the automatic match during import so users can adjust taxes/amount/tips first?Curious how others handle this.Thanks! Example:A corporate card transaction is imported for $61.40. Part of the amount is taxable and part is not. To match the receipt correctly, the expense amount needs to increase while the taxes decrease, but the final claim amount must remain $61.40. Since the receipt is already matched, these fields cannot be adjusted unless the transaction is first unmatched.  

I’ve created a GI to find gross margin on appointments. One issue I’ve run into is that if a purchase order has been returned, the item is still on the appointment with the costs showing but it is marked as “completed” as well as a “free item” to remove the price so it doesn’t bill out. Is this an issue with the steps purchasers are taking, and they should be doing something differently on the appointment? Having theses costs show without a price is greatly affecting margins on some appointments. 

Hello, How do you clear the purchase accrual account when you have a receipt and a return for a vendor, but the amounts don’t match exactly?  Example: You have a PO receipt for $500 of goods and PO return $450 – I am guessing that it may have something to do with the average cost changing between when the goods were received and when they were returned. The opposite of the above could happen as well – PO receipt for $450 and a PO return for $500.

Hello,How do you get the cash discount date correct when you have 2% 10th prox net terms with an invoice cut off date of the 25th of each month.  Example: Customer is invoiced on 2/20/26 – cash discount date is 3/10/26 due date 3/31/26 – cash discount date is usually right on this one Customer is invoiced on 2/27/26 – cash discount date is 4/10/26 due date 4/30/26 – cash discount date is usually wrong on this one

Is there a setting to allow Mark for PO when entering Sales Order Quotes?  The functionality is available for Sales Order types with automation behavior Sales Order but not with automation behavior Quote.

I am creating a Transfer Order in the Sales Order screen from an Action button on the Appointment screen.After the Transfer Order is created, I need to override the Shipping Address (SOShippingAddress) with the address values from the Service Order Address.However, the Shipping Address is not getting overridden, and the values are not updated in the Sales Order. Only overrdie check box is checked other fields not updating.Below is the code I am currently using:oGraph.Shipping_Address.Current = soGraph.Shipping_Address.Select();soGraph.Shipping_Address.Current.IsDefaultAddress = true;soGraph.Shipping_Address.Current.OverrideAddress = true;soGraph.Shipping_Address.Current.AddressLine1 = Base.ServiceOrder_Address.Current.AddressLine1;soGraph.Shipping_Address.Current.AddressLine2 = Base.ServiceOrder_Address.Current.AddressLine2;soGraph.Shipping_Address.Current.City = Base.ServiceOrder_Address.Current.City;soGraph.Shipping_Address.Current.State = Base.ServiceOrder_Address.Current.State;soGr

Hello, i don’t know if this is a complicated problem or if i’m just thinking in the wrong direction. I have a Dialog which pops out per button click. Inside this SmartPanel i have 2 Selectors which aren’t working. I tried using Standard ones which are working in other Screens, but i get the same error. I have a Filter DAC CommSupplier, inside this DAC is a Checkbox and the 2 Selectors. This is how i open the Dialog:  public PXFilter<CommSupplierFilter> CommSupplierFilter; public PXAction<FSServiceOrder> commSupplier; [PXButton(CommitChanges = true)] [PXUIField(DisplayName = "Lieferanten beauftragen", MapEnableRights = PXCacheRights.Select)] protected IEnumerable CommSupplier(PXAdapter adapter) { if (Base.CurrentServiceOrder.Current == null) return adapter.Get(); if(Base.ServiceOrderRecords.Current == null) return adapter.Get(); if (CommSupplierFilter.Current == null) { CommSupplierFi

Hello, has anyone had any joy in creating a customer price list that will show the base price along with any customer specific price and customer price class they belong to.Many thanks 

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With Projects, we are forced to use GL Accounts that are associated with an Account Group.  That’s decent validation.With Non-Projects (e.g. “X”), what is the best way to not allow COGS Accounts to be used on those transactions?Ideally, there would be a way to not allow non-COGS (and Rev) Accounts to be used in Account Groups OR at least require the GL Account being used is in an Account Group that is budgeted on THAT Project/Project Task/Cost Code.

Hi everyone,What is the best practice for sending mass emails from Acumatica while staying compliant with email regulations?For example, if we want to notify several hundred customers about a new product launch or upcoming price changes, what approach do you typically use? As far as I can see, Acumatica’s built-in mass email functionality does not support an unsubscribe link. How do you usually handle this? Do you manage opt-in / opt-out preferences inside Acumatica, add a custom unsubscribe mechanism, or send those communications through an external email platform (Mailchimp, HubSpot, etc.) integrated with Acumatica?Would appreciate hearing how others are handling this.

Hi.I would like ask why my report is not working anymore in the new update, especially the groupheadersection1 (header for district) and groupheadersection1 (header for area). Here are some of the formula i used and the parameters and filters i’ve setup.Thank you. 

Hi all! We have a generic inquiry showing the sum of all cases per customer.The GI shows zero if the customer has no cases and shows the sum of all their cases if the customer does have any. All if working well here.What we want is to have date parameters, where if the customer during the selected date range have cases, then show the sum of those cases during that period. If not, then show zero. So, regardless of the date range, all customers should always be listed in the GI, only the number of cases should change.The problem right now is that if I select a date range, the GI only lists customers if they have cases created during that period. Customers with zero case created during that period will not show. We want the GI to always list all customers and show zero if there are no cases during the selected period instead of not showing the customer at all. Any thoughts on this? Thanks!

I am working on a processing screen. The grid of this screen works off of a projection DAC that joins a bunch of inventory tables (INLocationStatusByCostCenter, InventoryItem, INSite, INLocation, INItemSite, and INLotSerialStatusByCostCenter). I am trying to surface the QtyAvail field. I have the respective fields in the DAC:#region LocationQtyAvail[PXDBQuantity(BqlField = typeof(INLocationStatusByCostCenter.qtyAvail))][PXUIField(Enabled = false)]public decimal? LocationQtyAvail { get; set; }public abstract class locationQtyAvail : BqlDecimal.Field<locationQtyAvail> { }#endregion#region LotSerialQtyAvail[PXDBQuantity(BqlField = typeof(INLotSerialStatusByCostCenter.qtyAvail))][PXUIField(Enabled = false)]public decimal? LotSerialQtyAvail { get; set; }public abstract class lotSerialQtyAvail : BqlDecimal.Field<lotSerialQtyAvail> { }#endregionMy goal is to have one general QtyAvail field that has logic that determines which actual QtyAvail to use. If the lot serial QtyAvail is n

Regards,I would like to know if there is a possibility to formulate the visible expr to show a Contains condition.I'm looking for a way to only present me with the information when the ARInvoice.DocDesc Contains 'End-Period Plus contract' since it is the way in which I can filter the inroversion and it shows it correctly Because if I condition it by Equals it doesn't show me the information I'm looking for 

<px:PXGridColumn DataField="UsrBZPONumber" Width="140" CommitChanges="True" Type="HyperLink" LinkCommand="BZViewPOOrders" />how convert it to modern ui?

Client currently uses Redis 7.1.0 for caching. But considering migrating to migration to Valkey driven by AWS’s shift towards Valkey Support. 

In the Classic UI, the grid is present, as shown in the screenshot below (highlighted for reference). However, after converting the screen to Modern UI and adding the grid in both the HTML and TS files, the grid still does not appear in the Modern UI. Please refer to the screenshots and HTML and TS code below, and please suggest the solution.HTML File :<template>  <qp-fieldset slot="A" id="frmGroupCustomZipCodesSync" view.bind="CurrentStore" caption="Custom Zip Codes Sync uk1" class="no-label" wg-container after="#frmGroupB2BCustomer">    <field name="UsrKNWWSPEnableCustomZipSync"></field>  </qp-fieldset>  <qp-fieldset slot="A" id="frmGroupCustomPriceSync" view.bind="CurrentStore" caption="Custom Price Sync" wg-container after="#groupInventorySettings">    <field name="UsrKNWWSPEnableCustomPriceSync"></field>    <field name="UsrKNWWSPPriceType"></field>    <field name="UsrKNWWSPPriceClassCode" config-enabled.bind="CurrentSt

Good afternoon,I am curious if there is a way to add a status to a sales order process or are they the set in stone as:OpenAwaiting PaymentPending ProcessingShippingBack OrderCompletedJust feel like Completed is rather misleading when reviewing things and wanted to see if there is a way to add something like “Fulfilled” as a middle man between shipping and completed.Thank you!  

I’m currently working on a Bills and Adjustments Generic Inquiry where the client requires the Project ID to be included. The dataset only contains around 6,000 records, but the GI is taking quite a long time to load.I’ve already tried applying groupings to improve performance, but the loading time is still quite slow. The main requirement from the client is to keep the Project ID visible in the inquiry.Has anyone experienced a similar performance issue with the Bills and Adjustments GI when including Project fields? Are there any recommended approaches to optimise the query or improve the loading speed? Any suggestions or best practices would be greatly appreciated. Thanks in advance!

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 AI-Powered Search has been enabled on the Community Acumatica Community Webinar - Integrations in Acumatica: Web Service Endpoints and Webhooks - When and What - March 18, 9:00 AM - 10:00 AM PST Will Howard - Acumatica Community Featured Member for March 2026Meet Will Howard our Acumatica Community Featured Member for March 2026. It’s great to have you as part of the Acumatica Community ​@WillH! Acumatica User GroupsNew! Indiana Acumatica User Group, Construction Customer User Group Request to join today!All Acumatica User Groups How to Answer Questions on Acumatica Community - We need everyone’s help!Active Participation is needed from every Community user; everyone ca

Hello Community, I am trying to create a BOM with a phantom subassembly child on one of my operations. I have costs set on the materials of the phantom BOM. The problem is the cost does not roll into an estimate when copying the parent BOM onto the “Estimates” form. It loads the operation with the phantom item but with 0 cost. I do have the cost set to 0 on the parent BOM I am loading on the estimate, but the materials of the phantom BOM are manually set and should calculate up to 6000. Is there a way of getting the phantom material cost to “Explode” for the estimate before the creation of the production order? Phantom BOM:  Parent BOM: Estimation Operation: Thanks,Adam 

v2023R1 currently.  It sounds like 25R1 will change our world on this topic, but we’re not there yet.  Even 23R2 would probably help because that’s where they introduced Allocation management.We typically allocate serials of heavy equipment and accessories that we sell at the sales order, rather than waiting for the shipment.  I select the line in the sales order, click Line Details, check Allocate and then browse for a serial, *every* serial in the warehouse shows in the lookup window.  I select one, and I’m told that inventory quantity will go negative because it’s already allocated to another sales order.Right now we do this dance down the list until it doesn’t error any longer.  What’s strange to me is that the lookup screen lists Qty On Hand (1), Qty Available (1) and Qty Hard Available (1) for every item in the list.  I would have expected one of the Qty Available values to be 0 when it’s allocated to another sales order, but unfortunately nothing on this screen shows that it is

Hello Acumatica Community!We're excited about the positive response to Automation with AI Studio and its LLM connections (learn more). And we want to hear from you about what's next!Currently, we support connections to the following LLM vendors:OpenAI Anthropic (Claude) Azure OpenAI* AWS Bedrock**Note: These vendors are both LLM Providers and Marketplaces. As we continue to expand our LLM provider options, we'd love your input on which provider you'd like to see supported next. Please vote in the poll below. We'd especially appreciate if you could share in the comments:Why you need this specific provider? (e.g., cost considerations, existing contracts, specific capabilities) Your use case (e.g., data sovereignty requirements, on-premises deployment needs, specific model performance) Any other factors that make this provider important to your organizationFor example, if you're voting for Ollama, let us know if you need self-hosted LLMs for security/compliance reasons, cost control, or