Discussion Forums

Is it possible to download multiple selected files as a ZIP file?Able to download one file at a time, but I need to download multiple files together as a ZIP file 

I have a sales order that i have processed through into shipping and invoiced. the shipping and invoiced status both show completed/closed  but going back to the sales order it shows as ‘Open’ and not ‘completed’. I have put the order on hold and clicked off the check box under the completed column and have also clicked on ‘complete order’ under processing and still will not change the status of the sales order to ‘complete’.How can this be resolved in order to show status ‘completed’. Please help. 

HelloWe’re having an issue with Canadian payroll and I’d like to know if anyone else has seen this, or if there is something we’re missing.We have a test employee who has maxed out on EI and CPP (tax reports confirm this), and when I process a subsequent regular pay run and compare the Federal Withholding Tax (FWT) and the Provincial Withholding Tax (PWT) to the Payroll Deductions Online Calculator, the amounts don’t line up. In Acumatica PWT is lower while FWT is higher. If I run the Online Calculator again and do not select the option for max EI and CPP having been reached, then the PWT matches what Acumatica calculates, but FWT is still out. In all standard pay runs I can get an exact match. We’re only seeing this now with maximums having been reached. I’ve gone through all setup and can’t see anything that seems like it would impact this.Appreciate any feedback anyone has on this! 

Hello everybody,I have the following scenario:A set consists of two components: a certificate, a 20-item box, which can contain one or more lot/serial numbers. In the delivery note, the information should be displayed as follows: Line for the certificate Line for the item (20-item box) Below the item line, a list of all associated lot/serial numbers should appear – regardless of whether there is one or multiple lots. The lot/serial numbers come from the field:[SOShipLineSplit.LotSerialNbr]Problem:When I use a separate detail section for the lot/serial numbers in the report, Acumatica repeats the item line for each lot/serial number. This causes duplicate or multiple item lines, which is not desired.I need a way to display the item line only once and list all associated lot/serial numbers below it in a single consolidated view.Question:What is the recommended approach or report setting to display the item line only once and show a consolidated list of all lot/serial numbers from t

Hi all, I have my reverse and apply API working per this threadReverseInvoiceAndApplyToMemo via API | Community Issue is that when you try to Reverse an Invoice it defaults to the Fin Period it was created. Since that Period is closed it needs to be changed to the current Period.  I have tried adding "PostPeriod":{            "value": "122025"        }  or "FinPeriodID":{            "value": "122025"        }  to the payload but still Errors out    "PostPeriod": {        "value": "072025",        "error": "Error: The 07-2025 financial period is closed in the ABC company."    } Is this possible with the API?  How do I find the right field to pass? I can change the period in the UI and it works. Thank you all

If the client purchased an incorrect item from a Vendor, and the item is returned with a restocking fee (no replacement will be sent by the Vendor), how do you process that?There are 2 separate scenarios:The original Bill is still Open. The original Bill is Closed.

Hello, We are running into an issue with Lot Size. From our supplier, we need to order item A in multiples of 144 (closed cases), so we use Lot Size 144 under the Vendor tab of the Stock Item. We have three stores that Replenish from our main warehouse. For Item A, each store (a different warehouse) has a Reorder Point of (say) 3 and a Max Quantity of 6. When we run a Prepare Replenishment and a Create Transfer Order the replenish quantity defaults to the Lot Size of 144.We cannot have a full case (Lot Size) on our shelves. How can we tell Acumatica that Lot Size is only for Purchase order to our supplier, and that Transfer Orders to our stores do not need to be in full LotSize? Regards  

Hi All,    Is there anyone with you able to create a generic inquiry with the Relationship for SOOrder, CROpportunity, and AMEstimate. I am trying to create a generic inquiry where i can see what is the estimate cost, and the created SO Unit Price for per specific project.  Thanks 

If a user does not have any previous Time Clock entries created in the browser, the mobile app does not have an option to + Add a new entry.I’ve seen demos in YouTube that show a + button to start new entries.We checked settings and user rights.The user can create new clock entries in the browser, but not in the app.Any suggestions? Thanks 

Does anyone have a working Import Scenario to create a service order from a sales order? When the ‘Create Service Order’ action is executed through the UI, it redirects to the Service Order screen and the user has to press the Save button.  An import scenario that starts on the Service Order screen can populate the dialog box options but cannot press save. Another approach it to create a Service Order starting on the Service Order screen, but in this case there doesn’t seem to be any option in the User Interface to identify the source of the service order, which needs to be linked back to the Sales Order.  Even on a new Service Order, these fields are not editable.  The only way that I can find to create the linkage is using the ‘Create Service Order’ action from the Sales Order.I have reviewed several threads including this one.  While this seems to be on topic and is marked as Solved, I have not found a working solution.  If someone has been able to get this working, I would be grate

Is there a way to link manually create debit adjustments to the associated PO without using PO receipt feature?For example when reversing a bill it automatically links the PO and you can see this adjustment on the PO history tab on the PO. However when creating manually it seems to just link to the Bill directly and therefore when on the PO you may miss that there has been an adjustment made to the Bill.

Hello, I am trying to create an “On hands” report for our offsite locations. I would like to show each offsite location in a column and to only show the inventory in that location. I wrote my formula as =([INLocationStatus.LocationID]=CONTAINER1) but this obviously is not correct as I am seeing the current on hand values across all locations. Any ideas on the formula to use to accomplish this goal?  

When a user enters a sales order and selects some stock items, the Marked of PO check is defaulted to check.  The scenario did not occur for all items; not verified. I tested a few; see below.  It this setting?  Or something I can turn off.  I causes order processing confusion and errors; also you can create a shipment without unchecking the box.  (We do Dropships and Direct Import orders that do require a purchase order to be generated.Thank you for your assistance.

Is it possible to create a custom redirect exception? We have a requirement that at the end of a process we need to redirect to a file and a report. I have seen the PXRedirectWithReportException and thought we could recreate a version of this to redirect to a file instead of a report. Is this possible? I have seen this page Creating a Custom Exception, where it mentions “To create a custom redirect exception, you must derive a class from the PX.Data.PXBaseRedirectException base class.” There is no documentation (that I have seen) that shows how to do this. Are there any examples of custom redirection exceptions? Or an explanation on how these work? Or source code on this?

Dear Acumatica Team,I am following same instructions for learning T190 course. I want to create custom field for Repair Shop, But when i follow same instructions, and go to click on Customize button, I am getting error below.An unhandled exception has occurred in the function ‘MoveNext’. Please see the trace log for more details.When i go to check log trace, i am not getting any information from Log trace. There is no any item available for that. Please find attachment for the same.Please help me to fix this issue.Thanks & Regards,Mike Waugh

Hi everyone,I’m looking for clarification on how the Project Preferences → Account Settings (specifically Expense Account Source and Expense Subaccount Source) work when creating a normal Purchase Order linked to a Project.Here’s the scenario I tested: In Project Preferences, I set Expense Account Source = Project. In the Project Task, I defined a specific Expense Account. When I create a normal PO with a Non-Stock Item and link it to that Project/Task, the Expense and Accrual accounts still default from the Item Posting Class, not from the Project/Task. However, when I create a Project Drop-Ship PO, it correctly pulls the account from the Project/Task. Could someone please clarify: At what stage does the “Expense Account Source = Project” actually take effect — during PO entry, PO receipt, or AP bill release? Is this behavior expected for normal POs (that it still uses the Posting Class accounts until the cost posts to the Project)? If we want the PO line itself to use the P

My customer wants to be able to select items in the Selected Inventory Items grid and add them to the Excluded Inventory Items grid without having to add them one at a time.I created a custom checkbox and an action to do this.  However, I cannot get the checkbox field to be enabled. The grid has a Details skin, so that shouldn’t make the grid read only.I tried adding code to the row selected handler for the grid but it is still disabled.protected virtual void InventoryItem_RowSelected(PXCache cache, PXRowSelectedEventArgs e, PXRowSelected baseHandler){ var row = (InventoryItem)e.Row; baseHandler?.Invoke(cache, e); PXUIFieldAttribute.SetEnabled<SCGCInventoryItemExt.usrExclude>(cache, null, true); Base.InventoryItemsToLock.Cache.AllowUpdate = true;}I tried it as shown above and also without using the baseHandler but no difference. protected virtual void InventoryItem_RowSelected(PXCache cache, PXRowSelectedEventArgs e) { var row = (InventoryItem)e.Row; PXUIFieldAttribute.SetE

Hello,I am trying to use an import scenario to import our initial inventory test tenant.Does someone have a .xlm import I could use as a template.Thanks

Hi All,Looking for some guidance on a drop‑ship correction scenario in Acumatica 2025 R1.We accidentally created a Drop‑Ship PO linked to a Sales Order (SO), but the intention was to create a regular stocking PO. To unwind this mistake, a user processed:A Drop‑Ship PO Receipt (released) And then a Drop‑Ship PO Return (also released)These two transactions fully offset each other financially.The PO is now in Closed status.However, the Sales Order is stuck.Here is the sequence:The SO originally auto‑completed because the PO receipt was released I used Reopen Order After reopening, the SO went into Back Order status All lines have Open Qty = 0 The SO still shows POSource = Drop‑Ship Unchecking PO Linked does NOT remove the linkage "Cancel Order" fails with:“The sales order cannot be canceled because some items have been shipped.”There is no option to Close Order in the Actions menu The SO item is Non‑Stock, which limits inventory correction options Drop‑Ship PO only had one line — the SO h

Is anyone populating Box 6 on 1099-NEC or Box 17 on 1099-Misc?  State/Payer’s State NoIs there a field in Acumatica that we can populate that number?  Or are people just adding it to the report? Thanks, Justin

Hello!When the system was locked to take a snapshot, the automation schedules were changed to an Inactive status. This was identified only after a few days, and the schedules had to be manually reactivated.Could you please advise if there is a best practice for handling this situation, or if there is a way to automatically reactivate the automation schedules after the system is unlocked?Additionally, please let us know if there are any other areas affected by locking the system, such as Device Hub, or any other integrations or background processes we should be aware of.Thank You

Is there a way to bulk download saved PDF invoices?

I have a very strange problem with Modern UI. Here are the steps I take to get it: I create a sales order, set a kit, explode it, then without saving it, I create a new line with any item. When I try to set a QTY, it throws an object referencing error and role back qty to 0 on the tab and resets the QTY back to zero. This problem is related to Modern UI because Classic UI doesn't have this problem.protected virtual void SOLine_OrderQty_FieldUpdated(PXCache sender, PXFieldUpdatedEventArgs e, PXFieldUpdated baseMethod){    baseMethod?.Invoke(sender, e);    SOOrderEntry soGraph = (SOOrderEntry)sender.Graph;    SOLine row = (SOLine)e.Row;    if (row == null)        return;    BZSOLineExt rowExt = PXCache<SOLine>.GetExtension<BZSOLineExt>(row);    if (rowExt == null)        return;    switch (rowExt.UsrBZExplodeState)    {        case null:            return;        case BZExplodeState.Never:            return;    }    if (soGraph.IsContractBasedAPI || row.InventoryID == null ||

I'm facing a validation issue when trying to use the CopyChildLink attribute on a field that has its selector overridden in CacheAttached.         [PXRemoveBaseAttribute(typeof(ARInvoiceType.AdjListAttribute))]        [ARInvoiceTypeExt.AdjList]        protected virtual void _(Events.CacheAttached<ARPaymentTotals.adjdDocType> e)        {        }        [PXRemoveBaseAttribute(typeof(ARInvoiceType.AdjdListAttribute))]        [ARInvoiceTypeExt.AdjdList]        protected virtual void _(Events.CacheAttached<ARAdjust.adjdDocType> e)        {        }        [PXMergeAttributes(Method = MergeMethod.Replace)]        [PXDBString(15, IsKey = true, IsUnicode = true, InputMask = ">CCCCCCCCCCCCCCC")]        [PXDefault]        [PXUIField(DisplayName = "Reference Nbr.", Visibility = PXUIVisibility.Visible)]        [ARInvoiceType.AdjdRefNbr(typeof(Search2<ARInvoice.refNbr,            LeftJoin<ARAdjust, On<ARAdjust.adjdDocType, Equal<ARInvoice.docType>,                And&l

Hi everyone,I'm having an issue with automatic tax calculation in Sales Orders (SO301000).The scenario: When I create a new Sales Order and select or change a Customer, the Tax Zone is correctly pulled from the Customer profile (Shipping tab) and updated on the Financial tab of the Order. However, the Taxes tab remains empty.