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I have a simple GI that displays custom, Commission Paystub records for the logged in user. I created shared filters for “This Week”, “Last Week”, etc. to filter those by date range.I exposed the GI to mobile.It works as expected, on web and on mobile.However, I created a dashboard with a KPI widget that uses the “This Week” shared filter from the above-mentioned GI to sum and display the total commission for the current week.I exposed this dashboard to mobile and it also works as expected until the user taps on the KPI to open the supporting GI. The data for the “This Week” filter displays as expected but when the user switches to a different tab the GI data does not refresh. For example, if the “This Week” filter displayed 10 records, then the “This Month” filter will display the same 10 records, but no more. Any other filter that has a date range that encompasses the records initially displayed on KPI, will display those records and only those records. Any other filter will be blank

We have a few prepayments stuck in “Pending Processing.” They can’t be voided or validated.I’ve already tried disabling the “Enable Integrated CC Processing” box and then attempting to void, but no luck.We’re on Acumatica 24R1, so official support won’t assist. Furthermore, the transactions originated in Authorize.net, and the Acumatica team says they no longer support auth.net. Has anyone found a way to void or clear these transactions?Hopefully once we upgrade in a couple of months, Acumatica support will be more flexible — but I need to get these cleaned up in the meantime.Thanks in advance! Error when trying to validate:  

after NPM Build Command on Extension Screen Changes are not reflected on UI

I went through the process of creating the customization project and then added AP.APAdjust.  I clicked on Selector Columns and then added APAdjust__vendorID and APPayment__extRefNbr.I saved the changes and published the customization but when viewing the selector within the detail grid of AP503000 I did not see the columns that I added.Just in case, I also replaced the attributes of the APAdjust VendorID column from[Vendor(Visibility = PXUIVisibility.Visible, Visible = false)][PXDBDefault(typeof(APPayment.vendorID))]to[Vendor(Visibility = PXUIVisibility.Visible, Visible = true)][PXDBDefault(typeof(APPayment.vendorID))]but that didn’t have the desired effect.What did I miss?

I’m trying to make this report portrait, however, this report always seems to produce landscape. It seems like there may be extra stuff to the right. What can I do to change the layout of the report?

Hi All. I have a report that I exported in Excel, but the pageHeaders/groupHeaders sections are cut off. They should be extended far right up to the last column. How it looks in:  Excel exported (not OK) - How to extend to the right?: Report designer (OK): System generated report (OK): 

Hello all,The native Trial Balance Summary report (GL632000.rpx) does not have the options to show all the GL account. The option ‘Suppress Zero Balances’ does address the requirement. Has anyone developed a generic inquiry or report that has options that meets the requirements below?Include ALL Accounts (Including Zero-Balance)This is considered the best practice for completeness, auditing, and data consistency.Audit & Review: It confirms that an account should be zero and hasn't been omitted by mistake. Seeing a "zero" is different from not seeing the account at all. Data Consistency: When exporting trial balances to Excel or other software for consolidation or period-over-period comparison, having a consistent list of all accounts (a standard "chart of accounts" template) is critical. It ensures that rows align correctly for formulas and analysis. Completeness Check: It provides a full view of the entire chart of accounts, which is useful for end-of-period reviews.  

For security reasons, I need to export a specifically formatted .csv file to a bank via sftp. I have a GI that populates when the payments are generated with a specific payment method (but before release). I then have automation schedules that process the export scenario to populate the file, then a separate one on the File Synchronization screen to synch the file(s).This process works and the bank gets the file. BUT, the synch is set on a schedule and submits empty files when no payables are run and I can’t seem to get the business event to trigger export when the file is updated with new/incremental data.Any ideas?

Hello -Has anyone had experience changing an origination value for a Fixed Asset after it has been in service for months? We have an asset that was entered with the wrong origination value and need to be changed, but has also already been depreciating. What would be the best way to go about changing this? Thanks

Hi, I created a new tax zone for specific location. All seems to be ok except orders are showing error message -Tax not up to date and tax is not calculating. Rate is not transfering to order section under TAXES, even though each tax is properly configured with proper %. It happens to exempt and taxable customers. items are set up as taxable. Any ideas? 

This might be a long shot, but I am trying to create an Import Scenario to mass update stock items with Quality Control Plans. Which is part of the QMS Module.  I keep getting an error message because the system says it needs a Test or else it can’t save. When manually adding a Plan to a stock item, once the plan is selected, all tests are added as well, automatically.  It seems, either that automation does not exist when using an import scenario, or the system is trying to validate before that test loads and throws up the error.  So I added more steps to manually add the Test right after adding the Plan. But I get an even bigger error: Error: 'Item Class' cannot be empty. Error: 'Tax Category' cannot be empty. Error: 'Base Unit' cannot be empty. Error: 'Sales Unit' cannot be empty. Error: 'Purchase Unit' cannot be empty. Error: 'Posting Class' cannot be empty. Error: 'Lot/Serial Class' cannot be empty. Chat GPT says that this error means the system is trying to add a New Stock Item at

We noticed that in Acumatica, the Customer field on a Project can still be changed even after the project is active and has existing transactions or invoices.From an accounting and audit standpoint, this appears risky because the existing AR invoices remain linked to the original customer, while new invoices would go to the updated customer — which can lead to inconsistent reporting and billing.I just wanted to confirm — is there a specific business scenario or setup where this behavior is intentional, or am I missing something in the configuration that should prevent changing the customer once transactions exist?If it is intentional, could you please clarify Acumatica’s recommended best practice for handling situations where a project’s customer needs to be changed after billing has started (for example, whether the preferred approach is to close the old project and create a new one under the new customer)?

I am working on a customization and need assistance with automatically fetching custom field values from BOM Material AM208000 (AMBomMatl) records to Production Material (AMProdMatl) records when creating production material lines from a BOM in the Production Details AM209000 (ProdDetail) screen.Goal: Value from Materials tab in AM208000 to Materials tab in AM209000 the customfields are made without code. I tried adding a new graph extension for ProdDetail:but thats not working.

Has anyone encounter this issue before? We are using EasyPost as the connector and the shipment is going international. I cant seem to find the fix spot. 

Does anyone know how to get past the below? I had a customization, removed it and tried another feature I wanted to add but am getting the error below. I am unsure where to navigate to find the problem to correct it. Thanks   

I need to advise the sales team regarding the availability of materials in the multilevel BOMs (Capable to Promise (CTP) multi-level BoM), which may include both Manufacturing and purchasing items at various levels. Any ideas on how to create a GI or even generate a report showing the INSiteStatus.QtyAvail using AMMultiLevelBomData?

Is there any way to call the PrintInvoice action on an SO Invoice and specify the printer to get a paper copy?  I’ve made an entry in our custom endpoint to call the PrintInvoice action on an invoice, but when I submit the PUT, I’m getting an error “Invalid URI structure”.I’m supplying this JSON in the body of the call:{ "entity": { "DocType":{"value":"Invoice"}, "ReferenceNbr":{"value":"AR006006"} }, "parameters":null}Any ideas on how to accomplish this?

 Hi CommunityI have a requirement in the Payments and Applications screen where I have added a custom Load Records From File upload button to upload an Excel file and map the invoices from the file to the Documents To Apply grid, without saving the document.The issue is that only existing invoices in Acumatica are displayed, while unmatched (not found) records from the Excel file do not appear in the grid. During debugging, these unmatched records throw an error:“Error: 'Reference Nbr.' cannot be found in the system.”I have attempted to override the RefNbr field to insert the unmatched records and display an appropriate error message in the grid, but no luck.I want to display those unmatched records in the grid so users can review, edit, or correct them manually before saving and releasing the payment.Any suggestions on how to handle or skip the RefNbr validation and show all Excel records in the grid Thanks, 

Hi,I’m building a report in Acumatica Report Designer where I want to show headings like “Smoking Tobacco” and “Moist Snuff” only once, followed by all the detail lines for that category.Right now, the group header (e.g., Smoking Tobacco) is repeating for every single record. I only want the heading to appear once, then all detail rows for that group, and then the next heading (e.g., Moist Snuff) with its details.I tried using an expression like: =IIf([InventoryItem.ItemClassID] = 'PIPETOB' OR [InventoryItem.ItemClassID] = 'HOOKAHTOB' OR [InventoryItem.ItemClassID] = 'RYO' OR [InventoryItem.ItemClassID] = 'WRAPAPRTUB')…but this still causes the header to repeat for each record instead of grouping properly.How can I set up grouping in Acumatica Report Designer so that the header prints only once per group, with all the records underneath it?I am trying to populate for example smoking tobacco transaction uder its heading and other data under another one. Report is based on the Report for

I’m trying to create a report that displays a shipment’s Return Label and I believe this is the field, however, using it produces inconsistent results. Sometimes, it produces the return label, and other times produces the shipping label. Is there a way to ensure only the return label is displayed?

We are in the processe of implmentation and I am exploring the Blanket Sales Order functionality and have run into what I belive is an issue related to the “Requested On Date” on the Blanket Order Type.When creating a blanket order you can define the “Requested on Date” for the line item in the Details table (had to add this column),  however when you go to Line Details,  you can only define the “Sched Shipment Date” for each line, not the Requested On Date.      Additionally I have discovered that when creating Child Orders from the Blanket order,  the “Requested On Date” on the Child Sales Order defaults to the Current Date regardless of what is set on the Blanket Order.  I have also observed that the “Scheduled Shipment Date” on the Child Sales Order defaults to the “Scheduled Ship Date” minus the defined number of Lead Time days set on the customer record, which is how I would expect it to behave.My conclusion is that setting the “Requested On Date” and “Scheduled Ship Date” in the

Hey All - I have seen the topics of issues with reports not filling up the page and leaving blank space, but unable to get mine to work - anyone have any tips? I had to Zip the file to load it.I tried:Changing to false on landscapeChange to Letter vs A4Print Empty on sections to False

What is the process for marking an attribute as required

Hello everyone,I've encountered an issue concerning how item descriptions are handled between the Stock Item  master and its usage within the Bill of Material module.When I update the Description of a standard Stock Item (e.g., on the Stock Items (IN202500) screen), this change is not automatically inherited by the corresponding component line item within any existing BOM. I must manually open and update the BOM to reflect the new description.Why is this the intended behavior in Acumatica? From a data consistency and efficiency standpoint, it seems logical that the BOM component's description would always reference or automatically update from its master Stock Item record.Could someone explain the design philosophy behind this apparent lack of synchronization? I'm trying to understand why this would be implemented as a feature to be managed manually, rather than an automatic system update. Is there a specific business scenario this design supports?Any insight into the technical or func

Is there a way to upload a bunch of old emails into Acumatica all at once? We have a bunch of old emails we would like logged in Acumatica, but we don’t see an option to upload them all at once.