Discussion Forums

When we build Sales Quote our Freight has to be included on a line item and the taxes are one amount. Then when we convert it to a sales order the tax amount changes. Same address and same tax area for sales quote and sales order. Can you elaborate on why the taxes change? Is there a solution to fix this?   

I build this GI like last year. So it was this year I found out that when I multiply AvgCost * QtyOnHand some of the results are off by cents. this is my results 

Hey all    One of the things we do to maintain our customer base is have our customization send the customer’s Acumatica version back to the office so we can track where everyone is.  Does anyone know how to retrieve the site’s patch status in code?  It’s not in the version table, but i figure someone her might know.Thanks!

Hi ,When I try to create an expense claim, it does not automatically pick up the description for the selected expense item. Do you know why this might be happening? 

Hello Community,We have faced one unique problem where our punch out creates cross references for all the NON-STOCK items from PUNCHOUT orders. Recently one of our customer reported that one or more items have the same manufacturer part# but different UOM making Acumatica cross reference reject the alternate item entry. After researching we found that Acumatica cannot accept alternate ID with multiple UOM for the same manufacture item from the vendor.Have you faced similar issue with your PUNCHOUT or using alternate IDs and what solution have you implemented? By the way this PUNCHOUT feature is a native Acumatica customization developed by our team but we saw this problem as common to everyone who uses alternateID for their cross reference.Any feedback or solution on this will be greatly appreciated.Vivek Vemunoorivivek@xtramilesoft.com  

Has anyone customized a GI to create an export that can be sent in Excel to LCP Tracker for Certified Payroll?

I have added custom fields (UsrInDocType and UsrInRefNbr) in FSAppointmentDet to link to INRegister. When I try to delete the related INRegister from a button on FSAppointment using INIssueEntry, I get the following error:"Cannot mark the record as updated because another record with the same key exists in the cache." 

Hello,  I am receiving cash from customers as bank transfers and at that point, I am unable to identify the customer who made the payment. I am required to record the payment for the reconciliation purposes on the same period and on a later date or period, I am required to allocate that payment against the correct customer. Is there any way that I can handle this scenario with Acumatica by maintaining the original payment, allocation and same payment reference?Thank You

I have an e-mail that triggers off a business event that tracks when a project is switched to Active status. I’m using this phrase in the Email Template “To:” line ((PMProject_ownerID!Email)) but it is not picking up the Project Manager we have selected as the OwnerID on the Projects (PM301000) screen. When I use this phrase in the body of the tempolate:  ((PMProject_ownerID_description)) I DO get the correct first and last name of the project manager.  But even using this phrase:  ((PMProject_ownerID_Email)) I still can’t pull the E-mail into the “To:” line. Do I just have the wrong syntax when trying to pull the Email address into the “To:” line??

I’m using the following version 2025 R2 and Build 25.200.0248. What I have to do is to override the character limit of a PXDBLocalizableString field from another DAC but I keep getting errors. Tried doing it the normal way as a DAC MergeMethod.Merge/Replace but I keep getting a Json de-serialization error. It does work, the DB column is set to the characters limit too but there is an error I’m getting when I try opening the Sales/Purchase Orders which error I think is coming from one of our customizations

I have spent a lot of time searching for a solution to this, but I’m stuck. Microsoft’s habit of continually changing things doesn’t help any of us. I’ve been working with MS Graph for a lot of years, and it never ceases to frustrate me.I am trying to configure email in Acumatica using Microsoft Office 365. I followed the steps in the documentation, and it works perfectly when I’m sending from the user I’m logged in as.My struggle is coming from trying to send from another mailbox. I’ve tried both shared and licensed mailboxes, and I cannot get either to work.When I attempt to send an email from the Shared mailbox, this message is returned: The mail send has failed. 535-5.7.139  Authentication unsuccessful, SmtpClientAuthentication is disabled for the Tenant. Visit https://aka.ms/smtp_auth_disabled for more information.When I attempt to send an email from the Licensed mailbox, this message is returned:The email cannot be sent because the account you signed in with does not have permiss

Hi, I want to check if a particular customization project is installed to run a specific piece of code in my project, how to do that? When i look at the customization projects screen the DAC doesn’t have IsPublished in DB, in the table i only see IsWorking column. 

Hi all,We have an SO type RP (Return from Projects) that should only increase quantity and have zero cost. However, one SO (completed 1 year ago) was posted with inventory cost by mistake.Our items use the Average Cost method and are still in stock.What is the safest way to fix the wrong cost impact from this SO without affecting inventory valuation or accounting incorrectly?Thank you!

I’m trying to build a GI report based on INItemSiteHistDay, the end balance of in inventory after a transaction is considered as on hand quantity in the location. A date filter has been added to know a ending balance on the specified date, I have added a condition where INItemSiteHistDay.SDate is less than or equal to a specified date in the filter. The problem is that the report is showing all transactions before the date as shown below.Is there a way to show only the last transaction as on or before the date specified in the filter?

Hi everyone, I am working on a GI and I need it to display the number of days between the Last trans date of an item and current date (Today()), =DateDiff('d', Today(), [INTran.ReleasedDateTime]) gives me the right difference but in negatives as shown in the first screenshot and I need them show as positives.The following formulas are the other attempts I tried but they all gave me totally wrong values as shown in the second screenshot; =Abs(DateDiff('d', Today(), [INTran.ReleasedDateTime])), =DateDiff('d', Today(), [INTran.ReleasedDateTime]) * -1, =CDec(DateDiff('d',[INTran.ReleasedDateTime] ,Today())), =CDec(DateDiff('d', Today(),[INTran.ReleasedDateTime])), =CInt(DateDiff('d', Today(), [INTran.ReleasedDateTime])).Anyone with a solution for this or a workaround, I could appreciate.Thank you!

Is there a way to print multiple pro forma invoices at once? I tried adding “Print” to the Mass Action tab in the Pro Forma GI and it resulted in only displaying one report/print screen at a time. 

I want to click a button and print a report without the preview page, without the Windows print page. I don’t want to use Device Hub. Are there any other ways?

Hello,User emailed an Invoice from the Invoices screen and noticed they wanted to make some changes.I made some minor text changes to the notification template for invoices.I opened the invoice in the Invoices screen and emailed it a second time to see my changes.It seems to be using a different template completely the second time as I did not change the subject line, but you can see it is different.  My changes are not in the email.  Below is the notification template I edited.  You can see the subject still says “available for viewing” at the end.  I search “is now available” in templates and do not get any templates related to invoices.“is now available” is in the top message in the image above.  It is the second email after I made my changes. So I do not know what template Invoices are using or how to make them use the same template notification ID it was using before.  The one that I edited. Thanks,Larry

Good day,Is it possible to update the workflow stage of an appointment from the mobile app? Currently when items are added to an appointment, we change the workflow stage of that appointment to “Parts Requested”. Doing this generates a picklist for our warehouse persons to gather the items for the technician to collect. When the items are collected the workflow status is chnaged to fulfilled and the line items are marked as completed. In the mobile app I don’t see the ability to chnage the workflow stage manually. Is this possible?

Hi everyone,I’ve got a question about the coloring of a field. We’ve sent out e-mails with invoices to customers. The e-mail show up as processed in “All Emails” (CO409070) with no errors. So far so good.Now we have received some complaints that invoices have not been received. For each complaint  we’ve checked the activities in the invoice (AR301000) and here the date is shown in red. I couldn’t find any information on what this means. Any help or pointing me in the right direction would be much appreciated!Thanks. 

Hi everyone,FS Workflow Stage (WorkflowStage) in mobile is showing as an editable text field, and users must manually type the exact stage name; there is no selector/dropdown.On the web UI, workflow behaves correctly, but on mobile there doesn’t seem to be a supported way to render workflow stages as a selector.Things I’ve already tried / researched: Different variations of defining the selector found in the Acumatica community and elsewhere on the web, with no avail.   Created a GI (WFSTAGES_Lookup) exposing workflow stages with StageID and StageCode, and inserted the GI into the Service Order endpoint; couldn’t add it as a field as it wasn’t visible.   Has anyone found a supported way to make FS WorkflowStage appear as a selector on mobile, instead of free text?I’m mainly trying to avoid users having to manually type stage names on mobile.Thanks in advance.

I’m trying to get more detail on a PXLockViolationException trace error so I thought I’d try remote debugging on the server hosting Acumatica.  I started a remote debug session on the server but I’m not sure what to do next.Question: do I open some Acumatica project on my local machine?  If so, which one?  I’ve only been working with Customization Projects so I not sure how to start a remote debug session for hitting breakpoints coming from a trace. 

Within a import scenario, I’ve found this formula field that is causing problems. I want to locate it to fix the issues, but I’m not sure where it’s coming from. It’s considered a external field, so I assume a customization, but I can’t locate it anywhere. Is there a way to find it? 

Details: This popup works in the classic version, but it no longer works after migrating. Specification: When the "good service type" field is selected, a popup appears with three options: "Detraction," "Auto-Detraction," or "Not Applicable." If I select "Detraction," the "Detraction" field is checked; if I select "Auto-Detraction," it's checked; if I select "Not Applicable," nothing happens, the checkmarks are removed. The popup works up to this point, but the problem is that when I select one of the options, it disappears.Here I share images Here my code: event, ts and html:Code event:  protected virtual void APInvoice_TBienServ_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e)        {            APInvoice api = e.Row as APInvoice;            if (api == null) return;            var apiExt = api.GetExtension<XTAPInvoice>();            TaxRev trRow = PXSelectJoin<TaxRev,                InnerJoin<xtb08Sunat,                    On<xtb08Sunat.taxCD, Equal<TaxRev.ta

When will the Multiple Base Currency feature support all modules?I was quite excited to see multiple base currency support in 2021 R2, as this solves the single biggest pain point we have with Acumatica.Currently, we have a Canadian sister company that does a lot of interco transactions with the US company, and because of that company’s base currency being in CAD, we have to use a separate tenant.This creates a lot of manual re-entry of documents PO / SO / shipping docs etc and tends to be an error prone process, especially due to exchange rates etc.Now in reading through the details on this feature, I see to my dismay that there is a whole list of other  modules that are not supported by this feature. Meaning you can’t use multiple base currencies feature and these other modules. The modules that we use are in yellow:  Is there any road map on when these modules will be supported by this feature?