Solved

When exporting a Generic Inquiry (GI) to Excel, the Debit/Credit column is showing Count in the Excel status bar instead of Sum, even though the values appear numeric. This happens because Excel interprets the exported data as text, not numbers.Details:Acumatica Version: 2025 R1 GI Column Expression:   =Round(IIf([GLTranR.DebitAmt] <> 0, [GLTranR.DebitAmt], -[GLTranR.CreditAmt]), 2) GIDespite using CDec() and numeric formatting, the exported Excel file still treats the column as text. This results in:Excel status bar showing Count only. Long trailing zeros in the values (e.g., 5273651.000000000000000000)Is this behavior expected in 2025 R1? Is there a way to force Acumatica to export calculated GI columns as numeric without post-processing in Excel? Any best practices for handling this in GIs? 

Is anyone familiar with the know issue below and the workaround.?I am having a hard time following this write up, please help me understand   AC-292726: If the Enable Time & Expenses Integration check box was selected on the Service Management Preferences (FS100100) form, and a user created logs for an appointment that were linked to a submitted or released time card or time activity before the check box was cleared, they could delete the log records manually or automatically on the Appointments (FS300200) form when they reopened the appointment.As a result, the time entry kept the reference to the deleted log and the data was inconsistent. Also, if a user clicked Correct on the Employee Time Cards (EP305000) form for a time card that contained the deleted log, the following error message was displayed: An error occurred during processing of the field Log Ref. Nbr. value %Log Ref Nbr%. Error: Log Ref. Nbr. ‘ %Log Ref Nbr%‘ cannot be found in the system.Workaround: Please find the w

Hi! Is there a way to do dropshipments for service orders? We’re looking for functionality similar to sales orders where a line can be marked for PO and dropshipped.

HelloI’m having an issue in Canadian payroll setup, and I’m wondering if anyone else has run into this and has any suggestions.We have set up a deduction and benefit codes for paying vacation at 4% of total earnings to one of our employee groups. It is a payable benefit, and on the Employer Contribution tab, I have indicated that it should be included in Box 14 for Federal Reporting. According to government websites, we should see that vac amount populated in boxes 14, 24 and 26.On the CAN Tax Setting tab, I have CN at Source selected in the Code Type box.When I process pay it calculates properly, shows on the pay stubs nicely and looks correct, but when we look at the T4, we do not see the amount added in to Box 14 as we would have expected.Appreciate any advice anyone has as documentation is limited. Thanks in advance! 

We’re experiencing a consistent issue where printing documents screens that typically shows the actual document (invoice, statement, remittance, payment register) are sometimes routing the user to a “Process Report” screen and requires manually re-entering parameters (document type, reference number) and clicking Run Report.Same user sometimes gets it right, sometimes gets this screen. 

I’ve imported HTML descriptions, but they are not displaying correctly in a report. They are displaying correctly on the stock items screen - just not the report where it is needed.If I go to the stock items screen and make one small change, Acumatica will rewrite the HTML and it will then display correctly in a report. Anybody have any ideas for updating these descriptions so that Acumatica will rewrite the description HTML. Should I put a ticket in for a SQL script? Will that resolve the issue? Imported HTML Imported Display Report DisplayDisplay After adding a minor change to the description - Acumatica rebuilt the HTML 

Hi Acumatica,I am trying to display Serial Numbers on a Shipment Confirmation, but I am running into an issue. When I put this field under the Group Header Section4, it will only display the first number from the list. When I put it in the Details Section, it displays all numbers for all items. I am sure I cannot be the only one with needing this on a Confirmation. Any suggestions would be appreciated.  Thank you!

Hi,A client is having an issue where they receive the error below on occasion, but sometimes it happens more frequently than other days.Have you ever run into a similar issue before? If not, is there anything you would recommend I check?Also, in case it matters, they are all using Macs, not Windows computers.Kind regards,Andrew  

Trying to get a business event to trigger once a week, however, the process doesn’t seem to be working. The Automation Schedule is running, but the business event itself is not. Any troubleshooting ideas?The Business EventThe Report Hasn’t RunThe Automation ScheduleThe Schedule Has Run 

I’ve seen a few topics related to this and no clean solution presented for this. I’ve solutioned this completely different based on the unique needs of each client. Surely there’s a better way…  Does anybody know what the cleanest solution is to track warranty costs within Field Service?  Scenario: Run a normal service order (standard service order type) - we don’t know what would be covered under warranty yet as the repair needs to be executed first  Tech completes appointment - identifies that the part is not covered under warranty Labor/Travel > bill to the customer as normal  Parts (Inventory Items) - need to be expensed to COGS - Warranty instead of COGS - Materials Billed at $0 (marked Free Item)  The inventory issue is going to hit COGS - Materials based on the Inventory Item defaults… I see no way in Field Service or other Acumatica settings to change the COGS posting for inventory items. How else are companies managing this situation? Acumatica does not appear to have any

Hi All, We are the option of adjusting the Unit Price for a Sales Order after a Shipment was created and/or completed. In Sales Order status language in the Status of Shipping/Back Order/Complete.The Invoice won’t be created yet. And the goal is to have the Order and Invoice match up in case of Error on original Price Entry and it going through Approval without being caught. I tried Workflow Adjustments and Graph Extension on the SOOrderEntry Graph but wasn’t able to Enable the Unit Price field. I tried both Cury Unit Price and Unit Price. Any ideas on how to achieve this or is this something that Acumatica just doesn’t allow due to being too risky/invasive?

We are trying to return stocks from a Project related sales order , but the system won’t allow it because we don’t have an invoice associated to that sales order-shipment. Is there a way to return it in inventory without needing to do it manually ?

Item in available in 2 locations at warehouse.  They shipment is created to pull from location “A”Using Pick Pack Ship the customer wished to be able to change the location to pull the product from location “B”I this possible ?  

I have a customer who would like to delete their service contracts in Acumatica. Is there a way to do this?

I am trying to add the inventory item table into the view for a new screen twice for two different fields. i want to pull the status of the 2 different inventory items that are on the below screen. I found a couple of articles that i tried, but when i add the table a second time with an alias, it is pulling all of the inventoryitems instead of just the one on the line item. I tried adding .fromCurrent in there and it didnt duplicate, but it didnt pull the information either. What am i doing wrong on this?notes- the material id field is a free form text field so i have to use inventorycd for it. the barid field uses inventoryid in the table.  public SelectFrom<ProtoCutLine> .LeftJoin<InventoryItem> .On<ProtoCutLine.materialID.IsEqual<InventoryItem.inventoryCD>> .InnerJoin<InventoryItemTwo> .On<ProtoCutLine.barID.IsEqual<InventoryItemTwo.inventoryID>> .Where<ProtoCutLine.orderID.IsEqual<ProtoCut.orderID.FromCurrent

Hello,          I am trying to write a GI to get the customer’s sold since information like the below screen.          You can find my share in the below post:     My solution almost works fine, but I find it difficult to get the “last sale qty” and “last sale price” by item using GI.     The last sales date can be got because the default aggregation is MAX, the max date is exactly the last date.      However, the max(orderqty) is not the last order qty, and also the max(unit price) is not the last unit price.     so currently, I am using the AVG unit price and Sum Order qty as a workaround, and it can be accepted by user.     But still, I am eager to learn how can I get the data using a single GI?   Thank you. 

Hello!I have a Parameter set up as @SiteID. I am attempting to make a cell on my report designer only visible if @SiteID parameter is null. Can this be done?    Maybe to explain a bit further. At the top; I’d like this to show up only when @SiteID is usedI’d then like the “warehouse” and “Waukegan” below it on the right column to only show when @SiteID IsNull I’ve looked online and done a bunch of AI chats and i only seem to error out every iteration i use. 

I am trying to create a GI that links the project quote to the project (to compare values).  I’m getting this error when I run it.  I have tried two different ways of linking the two tables: I’ve attached my GI.  Any ideas what is the best way to link these two tables?

I created a new version of a report and added it as a separate Customization. However, when I run Unpublish, the new report version remains in the system.Is there a way in Acumatica to fully revert or remove report changes when a customization is unpublished?What is the correct approach to ensure that report modifications are rolled back after Unpublish?Thank you in advance for your help.

I need to correct a quantity in a RO by returning some of the items on the same day but with no charge. When creating a return on the same day, it still charges for the day.How do I avoid this charge?

Hi AllIn our Acumatica instance, when entering a line in the Sales Price Worksheets screen, the defaut value for the Price Type comes up as Customer Price Class.Is there any way that it can be set to use Base as the default value instead, please?Price Type default value is currently Customer Price Class. We would like it to be changed to Base as the default value if possibleThanksAmit

exception has been thrown by the target of an invocationunable to cast object of type 'System.Byte[][]' to type 'PX.Reports.Web.WebReport'

Hi All,Could you please advise why the issue types, as shown in the image below, are appearing in the Inventory Allocation Details report?Thanks in advance.Regards,Lalith.

I’ve tried to find an import scenario to import users into a new system and am not finding what I need.  I created the Excel Data Provider as follows using guidance from some older posts in AUG Forums.The import scenario is:When I try to Prepare the Import by Scenario, I immediately get this error:The column 'Active' is not found in the data setDoes any one have an import scenario that works for users or can tell me what is wrong with mine?

I get this error when trying to print a check.