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I had a Table Value function that used UNION ALL to merge the results of three queries. Then I wrote a Table Value function to return the results in sorted order. Finally, I added a DAC to sit on top of the SQL view.Sometimes, after publishing, the above solution wouldn’t work unless we also restarted the application. That’s not a big deal to do after publishing but if we forgot, the GI would show errors.So I switched out the above with a series of PXProjections and then a MappedSelect for the final result.Some notes for future me:Create each ‘view’ or sub-select as a PXProjection. This is a good time to decide if I’m going to make all the field names the name now, or if I’m going to map them together later.PXDBCalced fields seem to benefit from using a ‘persisted’ field attribute instead of the suggested non-persisted attribute (PXDBInt instead of PXInt)[Serializable][PXCacheName("Activity - Freight")][PXProjection(typeof( SelectFrom<ARRegister> .InnerJoin<ARInvoice>

I am working on a formula in a GI:IIf(CROpportunityProducts.InventoryID = ‘NON-INVENTORY ITEM’, CROpportunityProducts.Descr,CROpportunityProducts.InventoryID)I’m getting an error because InventoryID field is int type and the Descr field type is nvarchar(256)I’ve tried several of the conversion formulas (CInt) but I can’t get it to work.Any advice?

Hi,I’m encountering the following error when Remving Hold of a PO to submit for approval. Thanks!  

Hi community,I need to configure a custom role (Fact Viewer) that should have Read-Only access to Invoices and Memos (AR301000) and Shipments (SO302000).The issue is that even though the screen access is set to View Only, when users open an existing invoice, certain Action buttons (like Pay, Void, etc.) in the toolbar are still visible and enabled.When I try to restrict these actions specifically in Access Rights by Role (SM201025), expanding the AR301000 node does not display the individual Action members to set them to Revoked. User has no other overlapping roles. Setting screen permissions to View Only didn't hide toolbar actions driven by the underlying workflow. What is the recommended way to fully hide or disable toolbar actions for a read-only role without breaking the screen workflow? Is this achievable via standard security configuration or required through a Workflow customization / Graph extension?Thanks in advance!

Environment: Acumatica 2025 R1, Distribution edition with Advanced Kitting (Acumatica Labs Program). We’ve been live since July 1, 2026 so we're still new to Acumatica.Before realizing there was a Bill Separately checkbox, a consolidated invoice was created for a customer covering many sales orders in July. Because each SO has its own PO, the customer requires separate invoices. Normally this would not be a big deal to cancel and recreate separate invoices, but in this case every line on those orders was a non-stock digital item that doesn't require physical shipment. Attempting to Cancel or Correct the invoice generates the error:"The invoice ###### cannot be canceled because it includes line or lines linked to an order that does not require shipping."(This thread confirms the same constraint for Correct Invoice, but with no remedy: unable-to-correct-invoice-25053) With both actions unavailable, in August I created a credit memo manually in AR301000 for the full amount, released it, a

We are trying to implement Acumatica (Construction) and we would like to have 2 allocation rules 1) for fixed price projects where COGs and Revenue is recognized as a % of completion and 2) an Allocation Rule where costs, including overhead, accumulate in WIP until the project is invoiced.We are 99% there with the fixed price, but for time and material, the Allocation Rule is crediting the overhead expense for the correct amount, but is showing a negative expense balance on the project.  The GL accounting is correct, but the project accounting is not.  Any help on modifying the allocation rule would be appreciated. 

I have a question regarding the best practice for converting existing customized screens to Modern UI.Suppose I have an Acumatica screen that has already been customized through multiple customization projects. For example:Project A modifies the screen Project B also modifies the same screen Project C is a third-party/ISV customization that also modifies the same screenIf I want to convert that screen to Modern UI, what is the recommended approach?My understanding is that Convert to Modern UI generates the Modern UI files (such as the .ts, .html, and view.ts files) as part of a customization project. However, if the same screen is represented in multiple customization projects, it seems that we could end up with multiple projects trying to own/modify the Modern UI definition of the same screen.For customizations that I own, I can potentially consolidate the changes or decide which project should own the Modern UI files. But what is the recommended approach when one of the projects is a

Hi,At the moment the “Related Entity” field in the “Events” screen is only searching by Customer ID instead of the Customer Name. Is this configurable or a Customisation? 

Hi, In the Cash Account details in Acumatica version 2024 R2, I used to be able to clear all cash accounts without using the checkboxes; simply clicking "Clear" would check the "Cleared" boxes for all of them. However, in Acumatica version 2026 R1, this is no longer possible—I have to select the checkboxes first and then click "Clear". Is there a change like this, or is it actually a bug?  

HelloI am working on a customization where I need to determine which Company a specific user has access to.The requirement is:A user can have access to one or more Company. When the user is created or modified, I need to retrieve the Organization ID that user currently has access to.For example,: private List<int> GetAccessibleOrganizationIDs(PX.SM.Users user){ int?[] organizationIDs; using (new PXLoginScope( $"{user.Username}@{PXAccess.GetCompanyName()}")) { organizationIDs = PXAccess.GetAvailableOrganizationIDs(); } return organizationIDs .Where(x => x.HasValue) .Select(x => x.Value) .Distinct() .ToList();} Is PXLoginScope + PXAccess.GetAvailableOrganizationIDs() the recommended way to get Organization ID for specific user? 

Note: A lot of this is written by Claude with directions from me. We ran into this issue while developing the MCP server.The property list an exposed Generic Inquiry returns over OData is **neither the ordernor the exact set of columns you put in the Results Grid**, and I can't find anything inthe design tables that tells you what it *will* be. Asking in case I've missed it.Say a GI's Results Grid holds three columns, in Sort Order: `Customer Name`,`Order Nbr`, `Status`. What `$metadata` actually reports is something else:- Any result column that is **also an entity key** is hoisted to the **front** of the list.- Keys of the joined tables are **appended at the end even if you never added them** — this  part *is* documented ("*GI Access Through OData: General Information*").- Where two columns produce the same name, one becomes `X` and the other `X_2` — and which  one keeps the bare name depends on **grid position**, not on the column.- Inactive rows are skipped, and the order follows *

Trying to create approval map for specific vendor. For whatever reason, after setting this up, it just allows anyone to release the bill. What am I missing? I tried using the Vendor entity type, as well as the AP Document and then Vendor field name for both types. Nothing works. Feel like it should be pretty straight forward.   

Hi, attached is a customized Production Ticket. Currently, it’s only picking up the first row. How do I show each line with Quantity and Lot/Serial Nbr.? I’ve added those 2 fields in group1 of the already, but that didn’t work. Thanks for your help!This is the production order in the UIThis is the section when printed where it only pulls first row dataAlso, how do I make the RuntimeTable subreport disappear if Operation run time is 0? I tried adding a visible expression in the main report =IIf([AMProdOper.RunUnitTime]<>'0 h 00 m') but it doesn’t work.

Hi,I am creating template items in Acumatica using the bidirectional Shopify sync. However, when importing a new template item from Shopify, the Shopify tags are not being imported as Sales Categories in Acumatica.Is there an option or mapping available to import Shopify tags into Acumatica Sales Categories? If this is supported, could you please advise on the required configuration?

Variance Amount columns for example only display in Classic UI

I have my subreport built and ready to attach to my project and sales quotes.  This subreport is purely terms and conditions and should print on the back (2nd page) of all sales quotes and project quotes.  I am having trouble getting the subreport into the CR604500 and PM604500 reports in the proper place in order for it to print on all quotes.  I have followed help from AI and Acumatica and still don’t seem to be able to get the report where is needs to be.

I was trying to test out the new capabilities of sending multiple documents in one email and it created multiple emails instead of one.  I didn’t have an email template so that might be the issue, however I get an error when I created and attached a template. After attaching the template, I get an error “There is no active notification source to process the operation”.I had both check boxes clicked, Send documents in One Email and Combine Into One file.  I looked at enable/disable features and I didn’t see anything that specifically said Print/Email Sales (or Project) Quotes form.  I also noticed the date range doesn't do anything. I didn’t see invoices and quotes on any of the same screens so not sure how this works entirely.  The release notes states “Good news for sales and project managers: You no longer need to send multiple invoices, quotes, and orders one by one to a customer or prospect. In Acumatica ERP 2025 R2, you can attach multiple documents to one email for each customer—

We have process request to create a spit shipment (new shipment confirmation) from the shipment confirmation lines when needed.  Is this possible?

Our client is using CRM for quoting and then they convert to a Sales order.  Wondering if anyone knows how to define the relations on the SALES ORDER RPX to get the CRM Quote number to appear on the document. I am able to link to the BAccount but not the specific sales order number, using the CRRelations 

Hi AllI have a PCS Deployment of Acumatica currently on 25R1.Recently we have implemented MS Purview Data Sensitivity Labels within our company. We set documents labelled Internal and higher to be encrypted. The issue now comes when trying to upload data from an Excel to Acumatica, if the document is labelled as internal, an error shows saying Acumatica cannot read this file. If the label is changed to public which has no encyption applied, it uploads fine.Has anyone ever encountered this? Is there a possibiltiy for a solution, please?ThanksAmit

When trying to import Expense Receipts, I keep getting this error message but I’m not sure what is erroring. Looking at the import scenario, it looks like its pulling the information correctly but it doesn't like something about the claimdetails. Any advice? 

Hi CommunityI have a customer who requires all assets to be disposed. Thre are a few left that I am unable to dispose as the need to be reconciled. However, there are no entires to reconcile in the “Covert Purchases to Assets” screen and the are no unreconciled entries on the actual asset.Can anyone tell me how to reconcile these assets?Thanks in advanceRegardsBarbara

I need to make the base currency to MYR currency, but the problem is I cannot make the MYR currency rate equal to GL date. As you can see. the cury effective rate is in 2021 while the GL is on 2026.    

Hi,Can we restrict/disable outgoing emails from Acumatica to not land in the “Sent Items” of Outlook.Email Account Type is ExchangeThanks!

Hello  I am customizing the Pay Bills screen and overriding the apdocumentlist delegate.My requirement is:When a specific Payment Method is selected Only show AP Bills whose corresponding invoice in an external system has status Pending  The external invoice ID is already stored on APInvoice in a custom field such as UsrExternalInvoiceId I cannot store the external invoice status on APInvoice or in another database tableMy current view override is similar to: public delegate IEnumerable APDocumentListDelegate();[PXOverride]public IEnumerable apdocumentlist(APDocumentListDelegate baseMethod){ IEnumerable baseResult = baseMethod(); PayBillsFilter filter = Base.Filter.Current; if (filter == null || !string.Equals( filter.PayTypeID, ExternalPaymentMethodID, StringComparison.OrdinalIgnoreCase)) { return baseResult; } var filtered = new PXDelegateResult(); foreach (object row in baseResult) { if (invoice == null)