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I’m trying to update a customization for Modern UI. I’ve done the same on several other screens without problem, but can’t seem to make Customer Locations work.I’m getting the dreaded “cannot be bound to a FieldState.” but the fields are in the DAC Extension. They show up fine in GIs (which is generally my test.)Can  anyone see what I’m doing wrong?TS File:import { PXFieldState, PXFieldOptions, createCollection, PXView, gridConfig, GridPreset  } from "client-controls";import { Location } from "../AR303020";export interface LocationExtTest extends Location {}export class LocationExtTest {    UsrTEKServiceTradeSend: PXFieldState;    UsrTEKServiceTradeManualID: PXFieldState<PXFieldOptions.CommitChanges>;    UsrTEKServiceTradeID: PXFieldState;    }HTML File:<template>    <qp-tab after="#tabGeneral" id="tab-STInfo" caption="ServiceTrade"  load-on-demand="true">        <qp-template id="formSTGeneral" name="1-1" class="label-size-m">            <div slot="A">    

Hi.I need to create a GI that should calculate values ​​the same way as in a rowset. How i can do this? 

I have BAccountExt with this field (Its first customization):#region UsrCostCodeID        public abstract class usrCostCodeID : PX.Data.BQL.BqlInt.Field<usrCostCodeID> { }        [EPTimeTrackerCostCodeSelector(typeof(BAccount.bAccountID))]        public virtual int? UsrCostCodeID { get; set; }        #endregionAnd i have RQRequisitionLineExt with this field (Its second customization):#region UsrCostCodeID        public abstract class usrCostCodeID : PX.Data.BQL.BqlInt.Field<usrCostCodeID> { }        [PXDefault(PersistingCheck = PXPersistingCheck.Nothing)]        [CostCode(typeof(Current<RQRequisitionLine.expenseAcctID>), typeof(usrProjectTaskID))]        [PXUIField(DisplayName = Messages.CostCode, Enabled = true, FieldClass = "COSTCODE")]        public virtual int? UsrCostCodeID { get; set; }        #endregionWhen i on this two customizations. In Requisitions Primary List RQ3020PL i have this error

Hi all! I’m trying to create a report using GI that shows all landed costs and the POs they are related to. The problem is that I’m getting a lot of blank lines.I’m using these data sources:PoReceiptPoReceiptlineLandedCostDetailsPoorderLandedCostDoc

Hii, i wan to ask, why i can not to create a new budget in Acumatica? There is any step that i miss before cerate a budget in Finance Module. and also can we compile grant/project budget and department/program budget on this budget menu, so we can get the calculation between grant budget and department budget in this Budget Finance Modul?Please help me to solve about this, i really appreciate😥 

Hello,Ever since upgrading to the 2024R2 version, the credit memos created when we make a Pro Forma invoice correction are released automatically, without going through the approval map process. We did not have the issue before and the approval map did not change. Can you help me out with this please? Thanks for your help,Ariann 

What would be better structure when using the configurator in Acumatica:1.- Have a base unit “configurable part number” with multiple options.2.- Create a blank part number “model” and everything else, “base unit” + options setup as selectable options?

Is there a setting or other method to restrict item purchasing ONLY to vendors listed for an item AND marked as “active”? I’d like to be able to turn on/off the ability to use a vendor for specific parts. In this instance, we are creating the POs manually, not via automation. Currently, I can create a PO for any part and any vendor, which has led to some mistakes. Ideas?

Trying to get Vendor inventory ID added as a column under Stock items.  So the DAC and appropriate relations would need to be added to the GI. If I check the DAC references, I see an outgoing reference: But I don't see a corresponding reference in the InventoryItem DAC. 

Hi Community,I’ve been working on resolving the Outlook Add-in issue related to the February 17, 2025 change (legacy authentication tokens being turned off). I have carefully followed all the steps outlined in the knowledge base and community posts, including: How to resolve the issue when users are unable to sign in to Acumatica Add-In for New Outlook on Windows Known issue: Starting 17th February, 2025, Acumatica Outlook Add-in may stop working Steps I’ve already completed: Upgraded Acumatica instance to the correct supported build. Enabled OpenID Connect in Acumatica. Registered the application in Microsoft Entra with redirect URI, API scopes, and permissions. Created the OpenID Provider in Acumatica with the correct Tenant ID, Client ID, and Client Secret. Installed the new Outlook Add-in using the updated manifest. Problem: Despite all of this, the add-in still does not work. I either get [describe your exact error: blank screen, token error, redirect loop, etc.].Questio

In Report Designer, I am able to change the ExportFileName to be what I want, (mostly just including the Reference number in the file name).  Which works when generating the file from the Invoice/Memo Report screen AR641000.  However, if an invoice is processed and the email template sends out to the customer, it includes the same Invoice file, however the file name is overridden. And only contains, Invoice_Memo -(9-12-2025).pdf. Is there any way I can stop this override from happening? Or some spot in the email template named “InvoiceNotification”  I don’t see anywhere that I can change this, the only Report Parameters I can put on the attachment is Document Type and Reference Number. I cannot add a line for the file name.  

looking to create a dashboard that shows the subtotal for sales to date vs last year for the entire company and also the option to break it out by branch. 

The business provides configured to order Sales Quotes to customers, There can be a number of different configurations on a Sales Quote.Due to the sales process, Sales Quotes can be in draft for up to 6 months, before they are won and converted to a Sales Order. Within this time frame, it is common for the Engineering to create new revisions for the configured items.This is issue is that on many occasions, at the time of conversion, the configuration revision on the quote has been superseded  is inactive and the configurations have to amended to activate the relevant revisions on the Sales Quote to convert to a Sales Order.Would anyone know if there is a workaround or remedy for this situation? 

Hi Acumatica,I tried to test the Acumatica AI Functionality in my Local Server.But I don’t see any features yet.Is there a way to test or check the AI Functionality in Acumatica aside from the Local Server?Thank you! 

We were super impressed at Summit with the new Modern UI Calendar board.  Now that we’re finally on 25R1, I’ve enabled Modern UI for the Calendar Board screen in our Sandbox.  And I’m having a deer in the headlights moment.  I’m trying to remember what I can do with it.I’m not sure if I can dig up the recording of the sessions from Summit, but I do know it’s getting used in the community.  Some of the things that our users have asked about are:Can the axes be flipped, putting the time along the Y axis? Can we control what the axes are?  Our team would rather look at staff specific (and I believe I can add filter tabs for different staff), and have the board display days across the top. Can we control color coding of the calendar appointments? Can we control what appears in the calendar box, as well as the pop up when you click the appointment?I know some of these were a “Yes” during the training, but I can’t remember for sure, and I definitely can’t remember how to do anything with it.

I’m trying to set up the Teams plugin, however, when I get to the point of signing in in the user settings and click sign in, a popup displays says that login was successful, then the user tab refreshes, without ever connecting to Teams (as evident by the lack of connection elsewhere.) I’ve attached a video of trying to login below. Is there some step we missed that might be leading to this problem? 

Hi Team, We are Sign in again to proceed but still not receiving email notifications. 

 When Convert to Modern UI it gives error “An item with the same key has already been added.”. 

I made the Project Task as Cancelled and tried to delete the Project Task.But I get the error message " PM Error: Cannot delete Task since it already has at least one Transaction associated with it." How to find how many transactions exist for this project task and how many of those documents are cancelled or voided and what are those document numbers. Which standard report can show these details specific to a project task ? Is it possible to delete a project task when there are only voided or cancelled documents only and no active documents ?

Good morning!I have a user that claims she used to be able to approve all requests even above manager approval. It has now changed and she no longer seems to have that ability. I have not changed any of her permissions to change this. Do any of you have any ideas of what would need to be changed back so she has this right again?Thank You,Brent

I am unable to uncheck an item for backflush in the production detail screen.My (+) and (-) are also grayed out and I am unable to add or remove lines to the production detail.I was able to make these changes before but now it is not letting me. I attached a screenshot for reference. 

Hello,What would be the recommended way to add a 3rd column to a screen, such as AR303000, whose layout is 1-1.  I need the layout to be 1-1-1.Existing qp-template below.  I need to override that so that name=”1-1-1” so that I can add a fieldset to column C. <qp-template name="1-1" class="equal-height label-size-m" id="formCustomer" > <qp-fieldset slot="A" id="columnFirstHeader" view.bind="BAccount" wg-container="BAccount_BAccount"> <field name="AcctCD"></field> <using wg-container="CurrentCustomer_tab" view="CurrentCustomer"> <field name="AcctName"></field> </using> <field name="Status"></field> </qp-fieldset> <qp-fieldset slot="B" id="columnSecondHeader" view.bind="CustomerBalance" class="highlights-section" wg-container="CustomerBalance_CustomerBalance"> <field name="Balance"> <qp-label slot="label" caption.bind="CustomerBalance.Balance_Label.value"></qp-label> </field> <fie

I am trying to create a new project in VS on a 25R2 instance. (first time working in 25R2).I open the project and simply try to compile it.  I have not added anything to the project...just the default that was created.I get this error:Unable to find package Microsoft.Bcl.AsyncInterfaces. No packages exist with this id in source(s): Microsoft Visual Studio Offline Packages, TestSDKI see that there was a similar error a couple of years ago, but it did not address my issue. From the above link, I tried removing Microsoft.Bcl.AsyncInterfaces from my csproj file.  It compiles after doing that.  But then the site will not load.After killing the site, I can get it back up by upgrading the site only using the installation tool.Note that simply attempting to compile my project in VS, it kills the site.Could not load file or assembly 'Microsoft.Extensions.Options.ConfigurationExtensions' or one of its dependencies. The located assembly's manifest definition does not match the assembly reference.

Is it possible to apply a credit memo from a child account to to an AR invoice of their parent?  We have an issue where a customer’s employee bought something using a personal account (Customer ID 119290) and returned it - they want to apply that credit memo (AR116598) to an open invoice (AR116405) for their parent company (Customer ID 112492) When I got to applications on AR116598 - the parents invoice isn’t available  Consolidate Balance is selected on both the parent & child accounts.  Anything I’m missing here? 

I have an Action on a form that fetches some info from an external API inside a PXLongOperation.  I am putting the resulting json into custominfo with:PXLongOperation.SetCustomInfo(json);and retrieving after PXLongOperation with:PXLongOperation.WaitCompletion(this.UID); if (PXLongOperation.GetCustomInfo(this.UID) is string json){ f.JsonResult = json; Filter.Update(f);}The problem is that I have date fields in the filter section of the form that trigger the operation completed successfully message every time I change them after the initial action that calls the API completes.I have tried putting the following immediately after setting f.JsonResult in the if statement:PXLongOperation.SetCustomInfo(null);andPXLongOperation.SetCustomInfo(this.UID, null);The first doesn’t seem to affect the data which I presumed is because it needs to know the UID and the second throws an error about ambiguity so I tried:PXLongOperation.SetCustomInfo(this.UID, (string)null);which clears the error but