Discussion Forums

I am trying to pin an Activity to a Lead via REST API. There isn’t an action for togglePinActivity on the DEFAULT Lead endpoint out-of-the-box, so I added one: I found a lead in the sales demo data that had multiple activities associated (Darren Walker):I got into the DAC Schema browser and found the Note ID for the 3rd activity here (Summary: Follow up on pricing) and used that and the lead’s id (9833) to create an API request.I POSTed to http://localhost/25R2SalesDemo/entity/ActivityPin/25.200.001/Lead/togglePinActivity{ "entity": { "LeadID":{"value":9833} }, "parameters": { "id":"4d1a3b2c-d87f-e411-beca-00b56d0561c2", "NoteID":{"value":"4d1a3b2c-d87f-e411-beca-00b56d0561c2"} }}I tried the activity note two ways (id and NoteID). I get a 204, which is a successful response. I check the UI, and it did pin an activity, but always the first one, regardless of the ID parameter I send:Posting again removes the pin on the first activity. How can I tell the API which activi

Hi everyone, I’ve been going through some Open University courses recently, but I’m noticing an issue where none of my progress is being recorded.After completing a lesson or quiz, when I click I’m Done, the page shows “Your session has ended” and the lesson resets to 0% progress. If I re-open the same lesson, it starts as if it has never been completed.I’ve tried closing/re-opening the browser and logging in again, but the same thing happens each time.Is anyone else experiencing this? Is this a known issue or is there a workaround to get progress tracking to work?Thanks in advance for any help  I’d like to continue learning but progress isn’t being captured.

Since the introduction of the generically defined event hander (defined as ‘_’), has there ever been a method introduced to allow dynamically removing/adding the handler, or if we want to do this do we need to still define them in the classical sense (DAC_Field_EventType(PXCache cache, PXEventTypeEventArgs e)?

The version I’m using is 2025 R2 Build 25.200.0248 and the issue is that the Modern UI Files and the rest of that functionality is missing from the Customization Project Editor even tho the build version I’m using is the latest and inside the other instance I’m having for the Acumatica tutorials is working absolutely fine. Here’s a screenshot of a fresh customization inside the problematic instance I’m using even after the creation of a screen with marked creation of “Modern UI Files”, the link in the navigation menu doesn’t appear also forgot to mention that the Modern UI is currently active  

Hi everyone, I tried to return the item and this error pop up.Can someone help me with it ? Thank you !!!  

We migrated to Acumatica this past summer. Curious if there are many other users located in Southern Minnesota. 

Hello, I want to close 1099 for 2025 but we started Acumatica in May. how can i add all payments from January through April?thank you

Hey, team - is there a way, short of a customization, to print the sum row in an excel output, similar to how a report prints?  I built a custom GI and wanted to know if the excel output was configurable.  As it currently stands, it only outputs the data, not the total row. Thanks in advance! 

Is there a best practice to setting up cycle counts? No matter what I try, the cycle count is selecting too many items. I tried a couple of different configurations for one of my company’s warehouses. The warehouse in question has about 13,000 items and I want to count every item 3 times per year spread out over the full year. I tried setting up a single cycle with a count frequency of 3 and assigned it to all items in the warehouse. I also set up multiple cycles, all with a frequency of 3 and randomly assigned them to items. Lastly, just for testing I created a cycle with a count frequency of 52. In every case Acumatica returned over 5,000 items to count in the first cycle count. This many items defeats the purpose of a cycle count. I would expect at a frequency of 3, the system would return 3,250 items to count [(13,000 * 3)/12]. What am I doing wrong?

Hello,I have been noticing an issue with the Appointments Billing action. When I run Appointment Billing it does not copy the Appointment Log Notes over to the resulting Invoice report. At times it does copy the notes but then this is not consistent, resulting to manual intervention by having to copy each line’s note to the invoice.Is this a Bug? Anyone else experienced this issue ?Kindly assist in giving insight on this. Best regards,John Kihiu

HI, I am trying to do 2 things in a Generic Inquiry for sold Kitted items - getting the quantity of the components.I am trying to have a calculation of sold components be exportable to excel as a numberic field from a GI. The formula is: =([ARTran.Qty] * [INKitSpecStkDet.DfltCompQty])It comes through as a text field, left justified. We would like the result to be a numberic field, Right justified.We would also like to have this display with only 2 decimals 

Hello all,I have been trying to add a new field - Ship Via, which is similar to the one present under the Shipments (SO302000) screen.As far as what i did is, have added as below:The Code under Custom Attributes section:[PXDBString(20)][PXUIField(DisplayName="Ship Via")][PXSelector(typeof(Carrier.carrierID), DescriptionField = typeof(Carrier.description))]Is this correct?

I created a new screen and I am trying to setup an import scenario to update it. I first created a data provider, import scenario, and uploaded via import by scenario to test it. That works fine. I then made a gi off of that screen and added a business event “Trigger by action” and copied the import scenario into that business event. The import by scenario works like it should. The one on the business event does not. Does anyone know why this would be and how to fix it?

I’m trying to update the Item Class segmented key (Edit Mask) in Acumatica, but I’m getting the following error:“CS Error: Edit Mask cannot be changed. There are Item Class identifier AUTO to which the new edit mask cannot be applied.”Item Classes already exist and use the AUTO identifier.I understand that Acumatica restricts changes once the segmented key is in use, but I wanted to confirm with the community: Is there any supported way to modify the existing Item Class segmented key? Or is creating a new segmented key the only recommended approach? Looking for best practices or real-world experiences before proceeding.Thank you in advance for your guidance

I’m trying to delete an unapplied credit memo, but the system won’t allow it. I’ve already moved it to a Rejected status, but I still can’t release an HB to the invoice that’s linked to this credit memo.If anyone has encountered this before or knows what steps are required to resolve it, I’d really appreciate your guidance.

Has anyone found a workaround that would allow you to default to the prior month for the financial period when you run a P& L statement?  

Has anyone integrated Acumatica with PunchOut2Go?  I know Paramount Workplace has an integration as part of their larger solution but the customer only needs the punch out functionality.  They would like to integrate with Purchase Requests and Requisitions.   https://www.punchout2go.com/

I have several hundred products where the Alternate Type should be set to Vendor Part Number but it is incorrectly set to Barcode. I’m trying to create an Import Scenario to correct these in bulk but when I attempt to import it is adding a new line instead of altering the line: Here’s a screenshot of my Import Scenario: Any suggestions how to fix this so it doesn’t add a new line?

Hello Team,In the Print/Email Orders screen, I want to add a custom filter checkbox. I have already have a custom checkbox field in the SOOrder table. If the filter checkbox is checked, then only Sales Orders with this custom flag records should load; if unchecked, all records should load.How can I achieve this? 

Hi,Is there any facility to create link with UK CIS tax in Acumatica ? if not what would be the best way to handle this, please. RegardsVenuka.

I am a newbie, so forgive me if the answer to this question is trivial.I created customisation projects before with no issue.Now, I am trying to create a customization project, but the + button is disabled.I am doing this as an admin on a development environment on my notebook.Admin access right on SM204505 is edit.What am I missing?

The Professional Services Edition (PSE) is now available and built to enable small and midsized professional services firms to increase efficiency and accelerate growth. Acumatica PSE supports critical processes for firms in architecture, engineering, IT, and beyond, where project-based accounting and operational solutions are essential for success. Capabilities include project planning, resource management, scheduling, and milestone billing.We already serve many of you as Professional Services customers, and we welcome the opportunity to discuss this new industry-specific packaging with you. To learn more about PSE, please respond here, or contact your PAM. Attached is a Customer PSE FAQ. 

Has anybody figured out how to show multiple tracking numbers per shipment, so we can have that populated in an email template to notify our customers with all tracking numbers along with the URL linked. Just looking for an example if somebody has cracked this code. Scenario: Shipment document might have few line items which needs to be shipped and the shipper packages into multiple boxes and gets tracking number for all those boxes, the tracking number gets stored against each package. How do we show those tracking numbers in the email template with looping so it has the tracking number and URL to click. Appreciate the response.

Hello, I’m currently trying to add a bill where the post period differs from the bill date. But it seems the system keeps taking the default post period based on date in case when my user profile don’t have a default branch.When a default branch is assigned to the user profile, it appears to work correctly only for bills associated with that same branch.For example, if the bill is in the BRANCH1 branch and the user's default branch is also BRANCH1, the Post Period is correctly populated based on the financial period of that branch.However, when processing bills that belong to other branches such as BRANCH2 or BRANCH3 the Post Period instead defaults based on the document date rather than following the logic of the branch-specific period.The endpoint we've tried:/entity/Default/22.200.001/Bill/entity/Default/24.200.001/BillRequest Method: @PUTRequest Body: { ... "Date": { "value": "2025-02-11T05:00:00.000+0000" }, "BranchID": { "value": "BRANCH1" }, "Post

Hey, team - one of the IT people for one of my customers asked the following question:I have a question about how acumatica sends emails. Does it fully authenticate the email address and send the email legitimately from the Microsoft 365 domain?  I figure someone on the Community can point me to a detailed response fairly quickly.  Any insight, links, etc. would be helpful here.  Thanks!