Discussion Forums

I am very, very new to creating Wikis. I’ve created a wiki article to serve as my Portal Homepage, but it displays a bunch of metadata that I don’t want to show, and it has the “Rate this article” picker at the bottom that I don’t want either. Is there a way to configure the article so that this stuff doesn’t show?  

I have created a DAC with two keys and an Identity field. I can view and edit existing records fine, however when I create a new record and enter in a new key value as soon as I leave the field it blanks. Both Key fields blank after I focus is lost.Any Ideal?  [Serializable] [PXCacheName("MLS Listing")] [PXPrimaryGraph(typeof(MLSListingList))] public class GPMLSListing : PXBqlTable, IBqlTable { public class PK : PrimaryKeyOf<GPMLSListing>.By<address1, postalCode> { public static GPMLSListing Find(PXGraph graph, string address1, string postalCode) => FindBy(graph, address1, postalCode); } #region ListingID [PXDBIdentity( FieldName = "Property ID")] //[PXSelector(typeof(Search<address1>), ValidateValue = false)] public virtual int? ListingID { get; set; } public abstract class listingID : PX.Data.BQL.BqlInt.Field<listingID> { } #endregion #region Selected [PXBo

Hi All,  I am in the process of doing a Generic inquiry tracking approvals and time differences between approval steps.But I'm struggling to get the difference between one approval step and another approval step.Step 1 Calculated Field: =iif([POApproval.StepID]='DBB0026D-FC97-ED11-9A17-00155D000300' ,[POApproval.ApproveDate] , Null)Step 2 Calculated Field: =iif([POApproval.StepID]='423376CC-B2A9-EC11-81C1-3CECEF0440D8' ,[POApproval.ApproveDate] , Null) Both the above returns dates, I am trying to get a datediff between the 2( Step 1 and Step 2), but my formula returns blank. 😑Datediff Formula: =Datediff( 'dd', iif([POApproval.StepID]='DBB0026D-FC97-ED11-9A17-00155D000300',[POApproval.ApproveDate] , Null), iif([POApproval.StepID]='423376CC-B2A9-EC11-81C1-3CECEF0440D8' ,[POApproval.ApproveDate] , Null))Anyone have any idea how I could approach getting the date difference? Thanks in Advance.

Hi All,Is it possible to add a line number as a field item and use it to format the output of the GI? For e.g., I have a GI that lists 10 rows but I had like to use the line number to change the background color of each alternate row, which is not based on any conditiion. Since, the Row Number is available only for display, how to get a row number for any GI (not a report)?Manish

Hi gurus. How do I create an Import Scenario that changes the transaction dates of Open Move Transactions dated in the current month to update to the first day of next month?Users make the move transactions ahead of time and so when they go to close out EOM, they can’t because there are "open Move transactions". The import aims to just shift them to the first day of the next month e.g. 30/11/2025 > 1/12/2025. Data provider would be a GI of open move transactions.

Good day,I have a client in commodity trading who relies heavily on short-term loans (often referred to as gap funding) to finance their operations. They would like clear visibility into these loan accounts and how they are progressing over time.After reviewing options, we determined that using AP Accounts would provide the cleanest and most easily reconcilable setup. The loan providers are set up as vendors. However, when funds are received, Acumatica does not allow processing a receipt directly from a vendor to the bank.As a workaround, we currently do the following: Create under bills and adjustments a document type Credit Adj with the contra account set to a bank suspense account. Record a bank receipt in Cash Transaction using the same bank suspense account as the contra account to clear the balance. While this approach works, the client is asking whether there is a more streamlined method that avoids this two-step process.Is there a better way to handle this scenario natively i

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 Meet the Team at Summit 2026!For those of you attending Summit this year, please stop by the Community, User Groups and MVP booth! Our Product Management Operations team not only manages the community but licensing, pricing, product promotions, strategy, accounts and billing experience, Always Current and more!​@KiranPenaka14 ​@DustinShisler94 ​@BrettWilliams25 ​@VladS ​@schernyak02 ​@Chris Hackett We would love to meet you, share experiences and answer any questions you have! Travis Lawson - Acumatica Community Featured Member for January 2026Meet Travis Lawson our Acumatica Community Featured Member for January 2026. It’s great to have you as part of the Acumatica Com

I have a WIP import scenario that works if and only if the serial number that is being allocated is Available for Shipping, with is correct, but if one of the serials I am trying to allocate is not available the whole import scenario fails and no serials get allocated at all even the available ones.I get this error “ The record was not processed because of an error during processing of the previous record” Thank you for anything that might help me get to the bottom of this. 

Hello all, We can open a new screen using PXRedirectRequireExcption. We also can include parameters as argument when we throw the exception. My question is how in the “target” screen we can access the parameters provided as argument when we threw the exception in the “source” screen. for example I throw the below exception from screen A that will open screen B. So when screen B page is loading how I can access the P1 and P2? to be more specific I need to access them in the Page_Load.throw new PXRedirectRequiredException(myGraph, true, string.Empty, P1, P2) { Mode = PXBaseRedirectException.WindowMode.NewWindow };Any help is appreciated.

Meet Travis Lawson our Acumatica Community Featured Member for January 2026. It’s great to have you as part of the Acumatica Community ​@travislawson!Hello all! I’m Travis Lawson, a Manufacturing ERP Consultant with WM Synergy based in Georgia (US). I was first introduced to Acumatica in 2021 while implementing it for my employer, and I joined WM Synergy in 2023. This is my first consulting role, following a career of over two decades in IT roles ranging from Server Administrator to IT Director.I’ve always had an entrepreneurial spirit and a strong interest in business process improvement, which made consulting a natural fit. After my first Acumatica implementation, I knew this was the direction I wanted to take my career. I enjoy working with customers not only to implement Acumatica, but also to help them discover new ways to operate more efficiently through improved processes and automation.Outside of work, I enjoy turning ideas into businesses.  Most recently I launched a 3D printi

hi All,I’m trying to use a Generic Inquiry (GI) in Power BI. The GI is already published and exposed via OData, as shown in the screenshot. The user has full admin rights and all related permissions.However, when connecting to the Acumatica instance from Power BI using the OData feed, this specific GI does not appear in the available list.Can anyone help identify what might be causing this issue? My Version is 2024 R2 24.209.0013 Thank you in advance!   

Hi everyone,For those of you attending Summit this year, please stop by the Community, User Groups and MVP booth! Our Product Management Operations team not only manages the community but licensing, pricing, product promotions, strategy, accounts and billing experience, Always Current and more!We would love to meet you, share experiences and answer any questions you have!The Team:​@VladS - Vlad Sushkin, Developer Relations Manager, Live near Seattle, WAJoined Acumatica 2 years ago as Technical Support (PreSales)I help plan Hackathon and Summit Technical sessions! I'm on the ProdOps team under Kiran, and also assist with Developer Networks, such as the All-Star Developers and the Developer MVPs. I love automation and I'm really excited about AI Studio making the rounds.In my free time I do weight training, boxing, and host volleyball events around WA state. I'm also a big nerd and play/judge MtG. Come say hi! 🙂 ​@DustinShisler94 - Dustin Shisler, Product Manager, Live near Toronto, Ont

How to show PXRichTextEdit in the mobile app?

Hi, I'm working on a customization project in Acumatica 2024 R2 to allow for split payments for Cash Sales. I have a custom DAC that will store the multiple payments for a cash sale if it's allowed for that invoice. However after trying to add a line counter to the SOInvoiceExt to keep track of the lines added for the split payment I'm unable to load the SO303000 screen. Please see below code for the SOInvoice DAC, Custom DAC and the extended graph. Any help is greatly appreciated.**SOInvoiceExt** public class SOInvoiceExt : PXCacheExtension<PX.Objects.SO.SOInvoice> { #region UsrSplitPayment [PXDBBool] [PXDefault(false)] [PXUIField(DisplayName="Split Payment")] public bool? UsrSplitPayment { get; set; } public abstract class usrSplitPayment : PX.Data.BQL.BqlBool.Field<usrSplitPayment> { } #endregion #region UsrSplitLineCntr [PXDBInt()] [PXDefault(0)] //[PXUIField(DisplayName="Split Line Counter", Enabled= false)] public int? UsrSplitPa

Hello!I have a GI that I need to filter by date range. When running the GI it is not filtering down to the date range window. GI and Screenshots below. I feel like I’m missing something obvious.Thank you for the help!  

I’m looking to find a screen or maybe a way to create a GI view that shows the history of actions on Invoices and Sales Orders. Specifically, I want to see if records have been deleted and if so, which record and when. Is this possible?

This question was asked and answered before.  But the solution on that topic does not work in 25R2 for me.PXAction created on Graph ext Show on Modern UI grid Header | CommunityI'm trying to add a custom action to a grid on AP301000.  I am working on a local demo instance with no other customizations.I am able to add my action, but when I do, all the other actions on the grid disappear.I tried thisexport interface AP301000_APTran_ICSAllocations_converted extends APTran { }@gridConfig({    preset: GridPreset.Details, autoGrowInHeight: GridAutoGrowMode.Fill, repaintColumns: true,    topBarItems: {        AddNew: { index: 0, config: { commandName: "AllocateLine", text: "Allocate Line" } }    }}) And thisexport interface AP301000_APTran_ICSAllocations_converted extends APTran { }@gridConfig({    topBarItems: {        AddNew: { index: 0, config: { commandName: "AllocateLine", text: "Allocate Line" } }    }})Any assistance would be greatly appreciated.

Hi there, lately it has come to our attention that there is a discrepancy between the Discount Unit Price of an item, and the Amount the item will be sold for occasionally when entering as Sales Order.  From my best guess, it is an error with rounding, but I was curious if anybody else has noticed this, and how they resolved it.  Here is an example of what I am talking about. In this example, we will just be making a quote for the customer.The employee enters the item and the discount code into the sales order (in this example, the customer is getting a 25% discount on the item).  For this item, the discount price would be calculated to 12.555, but generally, this is rounded down to 12.55.  Initially, everything seems correct, the discount unit price matches the amount when the qty of the item is 1.  Values before saving and reloading document However, if we save the document and print it, or simply reload the screen, the discount unit price has changed, and has been rounded up.  Not t

Is executing Validate Project Balances (PM504000) on a recurring basis using an automation schedule a recommended best practice?  I’ve heard some say yes, because it’s necessary to maintain accurate project balances.  However, I’ve also seen someone say no, it should not have to be done as part of normal operations, suggesting incorrect project balances are a symptom of something going wrong and needing to be corrected.

Does anyone know why it is no longer possible to print shipping labels using Screen “Shipments”, ScreenID “SO302000” or Screen “Process Shipments”, ScreenID “SO503000” after shipping is confirmed or invoiced? → “Print Labels” is inactive → Only Shipments with confirmed status are listedAre there any settings that make reprinting possible in the cases described above?Thanks in advance.

         Does Acumatica support deploying applications and databases on separate servers? If so, should I prioritize configuring the hardware for the application server or the database server?

I’m working on an Import Scenario that will update a sales order’s user-defined attribute.The simplified process will go as followed:Identify the order by Type and Number Open or Re-Open the order (QT requires the Re-Open) Set the attribute Return the order it starting stateSteps 3 and 4 need to be conditional and I haven’t found any documentation on how to do that. For instance, step 3 would need something like: IIf(=[Document.OrderType] = ‘QT’, <Action: Open Order> (OpenOrder), <Action: Re-Open Order> (ReopenOrder)As a work-a-round I am thinking about using Target Restrictions to limit the data to a single condition, i.e., QT and Completed or QT and Canceled. That way I can set the Mapping fields and change them each time to match the current conditon. I’m really trying to avoid this since it will be fairly manual. 

Hey, team - I know very little about configuring export scenarios.  I’ve got a client on 24R2 using the Export AP Payment to ACH v2 scenario.  No modifications have been made to it; everything is out of the box.  The output ends with hundreds of 9’s.  Where in the ES is this part dictated?  TIA.  

Dear Community, As we continue improving dashboards in Modern UI, we are evaluating the current dashboard personalization mechanism and would love to hear your feedback. Currently, when a user personalizes a dashboard, the system creates a completely independent copy. This means:• Any changes made to the master dashboard by an admin do not propagate to user copies.• Users cannot selectively pull updates from the master dashboard — only fully reset to it. We want to understand how this works for you in real-world scenarios:• Do you use dashboard personalization in its current form?• How do you manage updates when the master dashboard changes?• Would you find it useful to have a way to selectively pull updates while keeping personal changes?• Are there any specific improvements you’d like to see in how personalization works? We are considering redesigning the personalization mechanism as part of the Modern UI Dashboards update, and your input will help shape the direction of these improv

We are a construction and field service company.  We are currently running our own compliance software that we had custom built for us many years ago.  We have basically outgrown it, and the cost and time to maintain it has become burdensome.  We are looking for suggestions on something that will tie into acumatica’s field service and construction projects for doing hazard assessment, circle checks, inspections, etc. so we don’t have to maintain 2 systems like we are now (prevent duplicate entries and human error).  Being able to do it through mobile is a must.I have gone through the marketplace and there is nothing specific to this.  The only integrations that were close were some forms software, but they didn’t look like they talked nice to field service out of the box.I appreciate your help.Andrew