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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. 

Hello Experts, i am getting stuck in one of the generic inquiry where total qty is in decimal places so i need to round the decimal value to rounded value. Attached the decimal value . 

 I will return this purchease receipt

The action dates for the purchase items shown in the inventory planning display do not match, even though all the purchase items within the box are used to manufacture the same item for the same sales order. Additionally, no lead time is specified for these purchase items, and there is no available quantity in the warehouse. 

Let's say I have three different companies: A, B, and C.I have also enabled "Customer and Vendor Visibility Restriction".Company A has customers A1, A2, A3...Company B has customers B1, B2, B3...Company C has customers C1, C2, C3...I have an external processing center that adds customer payment methods to these customers, regardless of which company they belong to, processing them uniformly.Then, I use an Automaton Schedule to synchronize this processed data.My problem is, using my administrator role (which has access to A, B, and C), no matter which company (A, B, or C) I create the job in to synchronize customer payment methods, there are always issues. For example, if I create the Automaton Schedule in company A, it cannot synchronize B1, B2..., C1, C2..., because the Import by Scenario function throws an error, stating that B1, B2... cannot be found in the system.Is there a way to circumvent this problem? Do I have to create separate Automaton Schedules for A, B, and C, and then di

Greetings all,Very curious to know if someone has accomplished this (ideally using out of the box platform tools).  The mission is to launch a custom URL to an external site from within Acumatica. Two valid options:Workflow button with custom action that launches the URL when the operator clicks the button UDF with an embedded hyperlink that operator can click.This functionality would need to live on the Sales Order screen. Either the Sales Order workflow would have a button that launches a specific URL, or, the Sales Order Line UDF would include the hyperlink. I do see two possibly related (older) comments but am curious about current state.This post addresses the External URL redirect and some problems with it:This post links to a feature that was requested 10 YEARS AGO with comments as recently as 7 days ago. If anyone has suggestions I’d be curious to hear.Quoting the original post, FYI the asiablog link returns a 404 error; so not even usable as a reference.I will gloss over the a

Microsoft is moving into the second phase of deprecating the Classic version of Outlook in April of 2026. The cutover date is still unknown but coming down the road. Please refer to this article: when will classic outlook end - Microsoft Q&ADoes Acumatica have this on its roadmap to update the Outlook Add-in to also work with the new version of Outlook? It currently does not! 

I wanted to share a setup I created to be able to use a list of IDs as a filter for GIs. It’s very flexible and can be used for Inventory IDs, Customer IDs, heck, anything, really. The general idea is to create a dedicated Import Scenario that does nothing except provide a place to load a list of records, and then join that list of records with the inquiry to act as a filter. The Data Provider and Import ScenarioCreate a simple data provider that has only one column. I find it convenient to name the tab ‘Data’ so that you can use exports from Acumatica fairly directly.Also helpful if you name the column ‘Inventory ID’ or the like if you intend to only use this for inventory items, again for export compatibility.Then create an empty Import Scenario which uses this provider. Publish it as its own screen someplace out of the way if you want finer control over permissions.No action lines in the mapping required! The sub-GINow that the setup is out of the way, here’s the crux of the trick:

Hi All. Do you know why I get this error when linking the BOM in Production Order. The Production order was created from SO if that helps, but there were also 2 items in SO that was marked for Production and linking the BOM is fine without error. Can you please help? 

Hi, I am trying to find a way to assign a specific location for all parts in a disassembly.  Is this possible without manually going through and changing all the locations?  The locations that appear in the disassembly process are the receipt locations noted by each item in its item profile.  I would like to override this and make all the parts go to a specific location in my warehouse when we do a disassembly.  Any help would be appreciated.Thanks.

I want to know if we could ourself activate the Inventory module/screen in the mobile app or if it’s in the plan to have it soon.That would be very helpful for anybody that are on the road (like a sales rep.) and discuss with customer to validate if inventory in available, confirm prices (and any other information that could be done via website)… instead having to create a quote or order because it’s not efficient with actual version.The web version is not easy to navigate on cell phone and lot of work could be done/review directly on our cell phone in 2025… but not something easy as “Do you have item X in stock” with Acumatica app.I saw that someone asked question 3 years, but was hoping to have a positive update 3 years later !

I am working on our annual 401K census data and have run into a bit of a snag in the reports I am using.I used the Earnings by Employee report and then the Deductions and Benefits by Employee report (for 401K, 401k Match, and Roth) to get the information to include on my reporting.  These reports however don’t provide a total figure to use as a double check to what I entered to make sure I keyed everything properly.  I am using the parameter of the 2025 year as that is all it asks for.I thought I would just run a Payroll Summary report in order to get a quick view at my totals as a double-check, but the totals don’t match? I am running it for a transaction date of 1/1/2025-12/31/2025.My total wages, hours, and even the deductions don’t match. The payroll summary has more somehow?  The only one that matched exactly was the Deductions and Benefits by Employee for the 401K. Why would this be? 

Hello Team,I am not able to access GI data in JSON format in 25R2 by odata using postman by using following URL format, it was working in 24R2{Acumatica instance}/OData/{Tenant}/{GI title}?$format=jsonPlease help me

Hi,Does Acumatica BigCommerce connector supports Channel Manager?Currently, our customer has two channels in BigCommerce Its my understanding that this feature gives BigCommerce administratros to have 2 storefronts with the same store. Does the Connector has the possibility to separate which products will be exported and used in specific frontstore?Or the products should be configurated in a new BigCommerce store to use a new store in Acumatica connector? Thanks!

This custom C# attribute will create a selector from an Acumatica ‘combo’ attribute.[PXString(10, IsUnicode = true)][PXDBString(10, IsUnicode = true)]public class DXSelectorFromComboAttributeAttribute : PXCustomSelectorAttribute{ protected string _AttributeID; public DXSelectorFromComboAttributeAttribute(string AttributeID) : base(typeof(CSAttributeDetail.valueID), typeof(CSAttributeDetail.valueID), typeof(CSAttributeDetail.description)) { _AttributeID = AttributeID; SubstituteKey = typeof(CSAttributeDetail.valueID); DescriptionField = typeof(CSAttributeDetail.description); } public override void FieldSelecting(PXCache sender, PXFieldSelectingEventArgs e) { if (_AttributeID is object) { var view = new PXView(sender.Graph, true, GetSelect()); view.Clear(); foreach (CSAttributeDetail attributeDetail in view.SelectMulti(_AttributeID)) { view.Cach

HiWhen there is a nil value in the sales order form, the line level normally shows an error message saying there is 0 value in the inventory. The error message was showing for some time. But now it does not demonstrate on the form even though the inventory balance is 0. is there a special option to enable that error message? 

I have build this GI. Everything is good. I just want to get the result in % between 1 and 100. Can someone help me please.this the formula im using=(  Sum(    IIf(      [ARInvoice.DocDate] >= '2025-01-01'      And [ARInvoice.DocDate] <  '2026-01-01',      [ARInvoice.CuryOrigDocAmt],      0    )  )  -  Sum(    IIf(      [ARInvoice.DocDate] >= '2024-01-01'      And [ARInvoice.DocDate] <  '2025-01-01',      [ARInvoice.CuryOrigDocAmt],      0    )  ))/NullIf(  Sum(    IIf(      [ARInvoice.DocDate] >= '2024-01-01'      And [ARInvoice.DocDate] <  '2025-01-01',      [ARInvoice.CuryOrigDocAmt],      0    )  ),0) * 100this is the result i am getting now 

 I added the project task description next to the project task field in the classic version, but in the modern version, the project task description field is placed at the end, as shown in the image. How can I make the project task description next to the project task in the modern version?This is the code I tried to write, but it's not working. .tsimport {  PXFieldState  } from "client-controls";import { AR301000,ARTran } from "src/screens/AR/AR301000/AR301000"; export interface AR301000_SKModernUICST extends AR301000 {}export class AR301000_SKModernUICST {}export interface ARTran_SKModernUICST extends ARTran {}export class ARTran_SKModernUICST {    ARTran__TaskID_description: PXFieldState;} .html<template>    <qp-grid id="gridDetails" view.bind="Transactions" wg-container="Transactions_grid">          <field name="TaskID"></field>        <field name="TaskID_description"></field>      </qp-grid></template>