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I have a warning message on the customer master but we don’t use dunning. How do I turn this off?Thanks 

public class ProjTaskAttribute : ProjectTaskAttribute { public const string Labor = "LABOR"; public ProjTaskAttribute(Type projectID) : base(projectID) { Type Labor = typeof(CONTAINS_LABOUR); Type SearchType = BqlCommand.Compose( typeof(Search<,>), typeof(PMTask.taskID), typeof(Where<,,>),typeof(PMTask.projectID),typeof(Equal<>),typeof(Current<>),projectID, typeof(And<,>),typeof(PMTask.description),typeof(Like<>),typeof(Current<>), Labor ); PXDimensionSelectorAttribute select = new PXDimensionSelectorAttribute(DimensionName, SearchType, typeof(PMTask.taskCD), typeof(PMTask.taskCD), typeof(PMTask.description), typeof(PMTask.status)); select.DescriptionField = typeof(PMTask.description); select.ValidComboRequired = true; _Attributes.Add(select);

I need assistance in making the Financial Period based on the date is it possible?

Hi I am trying to update the purchase order line details via API call below using the GUID:Request Type: PUTURL: https://{URL}/entity/Integration/23.200.001/PurchaseOrder/5ad3671b-217f-f011-ac46-0a3ddcc27c8dThe above GUID used in the request URL is the purchase order related one. Body:{    "id": "5ad3671b-217f-f011-ac46-0a3ddcc27c8d",    "Type": {        "value": "RO"    },    "OrderNbr": {        "value": "SPC005897"    },    "Details": [        {            "id": "d109d928-217f-f011-ac46-029be7b75a6f",            "VesselName": {                "value": "TEST"            },            "DepartureDate": {                "value": "2024-01-15T00:00:00Z"            },            "ETA": {                "value": "2024-02-20T00:00:00Z"            },            "FirstFreeDay": {                "value": "2024-02-22T00:00:00Z"            },            "LastFreeDay": {                "value": "2024-02-25T00:00:00Z"            },            "ContainerNumber": {                "value": "CONTAINER1

Is there an OOTB way to pass the customer po number to the shipping label - UPS or FEDEX? Feels like there should be a mapping somewhere but I feel like I am missing it.  

Hello, In our stock item screen, we have 2 options for the “Default Mark For” setup, production and purchase. However, there are a few items that are showing numbers instead of purchase or production. See the below screenshots for part number 021. You will notice, it is setup for production, but on the stock item screen it shows “10.” I have included a shot of the GI setup as well. This is only happening on a few stock items and does not seem to matter if it is setup as production or purchase. Any ideas on why this has happened and how to resolve? FYI, I already changed the item to purchase, then back to production and am still showing the same “10” 

Hello,I have an AP Bill that I was trying to reclass. When I initiated the reclass and attempted to ‘release’ the bill, I received an error message ‘Updating the ‘PMRegister record failed because data in some field is too long’ (screenshot is below)How can I shorten the description so that I can release the bill?Thank you. 

There’s many times I need to do an entry to hit a direct customer’s account in AR or vendor’s account in AP.  How can I do this in Acumatica?  Here’s a screenshot of an example how I used to do it in Quickbooks: 

Currently on 21R1, in the process of upgrading to 22R2 - is it possible in 22R2 to map product Sales Categories to a product/variant metafield in Shopify?

Running into an error that the transaction getter is not working, yet we have everything turned on in the processing center. Are we missing something? See images...

Dear Sense,I have a 7GB SnapShot file from Acumatica Cloud. I want to migrate it to my local laptop, but I don’t have access to the Acumatica database because it’s hosted in the cloud. Can you help me migrate my data to my local laptop?Please Help

I’m looking for a stand alone document scanner for use in shipping to scan all documents that go into the box and then attach it to the shipment as a PDF file.I’ve tried a couple of different scanners (Lexmark and Kyocera) but they are not standalone and the TWAIN software does not play well with device hub as both require user input on the scanner and never sends the scanned document back to device hub. Any recommendations of scanners that have worked for you?  I’m current running 2020 R2, planning to upgrade to 2021 R1

Just wondering if anyone might know the answer on the Customer Contract (CT301000) you can set an Expiration Date. There is also a Status of Expired but i cannot see any Action/Process that will set the Contract to Expired as the Contract will stay active. If i change the Date to be in the Past it does not update the Status 

I have the Invoices and Memos GI exposed to the mobile app.  The summary screen is dreadful.  I find it dreadful for pretty much any list view.  Once you click the record, you can make the details look really nice with headers etc.Also, what defines the fields that show up in the list view of a GI that is exposed to the Mobile App?  I can modify the fields in the Details view, but not the list view.  This may be in the help, so I will look, but since I am bugging folks with the primary question, I thought maybe someone had a quick answer that might save me a bunch of publish-wait-repeat.  :-)This is just not very helpful.  Especially if I were to add a custom field SO Order Nbr to this list.  You would not be able to tell which is the invoice number vs. Sales order number.I WANT LABELS!  😁 

Sales Order had UOM of “EA”.  This is correct.Shipment details line has UOM of “EA”  This is correctWhen I add contents to the BOX on the shipment, the UOM in the contents screen changes to the Stock Items Base UOM.   ***This is NOT correct**It converts the QTY correctly, but the UOM  on the contents subscreen should not be different than the Sales Order UOM and the shipment’s UOM.

Im trying to add this field to sales order Generic Inquiry.  Currently its duplicating the results for each line by every possible Attribute Value and not the one that is selected.  Is there an option or formula for it to display only the selected value?     

Before i log a case on this as it does not appear correct to me. I have setup a Service Contract Schedule with a Start Date of 12/1/2025 (or any date between 3/2/2025 to 12/31/2025) to reoccur every 2 years in August on saving the Next Expiration Date if 8/1/2027 which is the result i want If i change Start Date on same schedule to be 1/1/2026 up to 8/1/2026 (one month forward) the next Execution Date changes to 8/1/2026 (comes back 2 years) which does not appear correct  

Hi community,We are in the process of upgrading our customer's environment from 2024 R1 to 2025 R1. when we published our existing customization package on the 2025 R1 environment, we encountered the following validation error:[2025-09-02 11:27:41.384] Building directory '\WebSiteValidationDomain\App_RuntimeCode\'. [2025-09-02 11:27:42.797] \App_RuntimeCode\SOInvoiceEntry.cs(7): error CS0234: The type or namespace name 'Concurrency' does not exist in the namespace 'PX' (are you missing an assembly reference?) [2025-09-02 11:27:42.797] \App_RuntimeCode\SOShipmentEntry.cs(40): error CS0234: The type or namespace name 'Concurrency' does not exist in the namespace 'PX' (are you missing an assembly reference?) [2025-09-02 11:27:42.797] Compiler time, in seconds: 17.8884243 [2025-09-02 11:27:42.891] Validation failed.In the 25 R1 release notes, we noticed that the PX.Concurrency namespace was renamed/modified.PX.Concurrency was renamed → PX.AsyncHowever, we only have access to the most recen

In our warehouse our lower shelves are Forward Pick locations and upper shelves are Reserve Stock. We keep a supply of all inventory in the Forward Pick locations but any overstock that won’t fit below will go to the Reserve Stock locations. Both location types have their respective inventory marked Include in Qty Available but only the Forward Pick locations are marked as Sales Allowed. This allows a sales order to be created regardless of inventory location but will prevent the Shipment/Picklist creation if doing so would direct a picker to a Reserve Stock location.This is where the pain point is introduced. We currently utilize the “Tasks” feature in Acumatica to direct our warehouse mobile users to transfer items from Reserve Stock to Forward Pick so that shipments containing affected items can be created.Ideally we would like a proper means of creating a Transfer Order which would direct a warehouse user to transfer the items between locations.I’m wondering if this is already an o

I am using the following code to combine two reports programmatically:public PXAction<BAccount> Print1099Reports;[PXButton(CommitChanges = true, Category = "Actions")][PXUIField(DisplayName = "Print 1099 Cover", )]protected virtual void print1099Reports(){ var reportParams = new Dictionary<string, string>(); string bAccountID = Base.CurrentBAccount.Current.AcctCD; reportParams.Add("BAccount.BAccount", bAccountID); PXReportRequiredException ex = null; ex = PXReportRequiredException.CombineReport(ex, "ZRLTTX03", reportParams, false); ex = PXReportRequiredException.CombineReport(ex, "ZRLTTX04", reportParams, false); if (ex != null) { ex.Mode = PXBaseRedirectException.WindowMode.New; throw ex; }}However, the reports have different portrait/landscape orientation, and this is not taken into account. Is this possible, and if not, when will it be?

Hi Acumatica People, Can I create nonstock Kit with a stock item component that has a serialized lot which has a serial lot class that has an "when received” assignment method and a “User enterable" issue method? Details: I have a problem with a set of kits which needs to be fixed.  A good example is kit, 1000-9117K, which is a non-stock item and one of the components has a serial lot number (lot serial class of SUPPFORKIT set-up as pictured below).It throws this error when trying to save: Warning 2025-09-03 17:47:31 UTC IN Error: Components with the 'When-Used' assignment method and 'User-Enterable' issue method are not allowed in non-stock kits   Here is the lot serial class. The error is informing me that the components lot serial class needs to have an assignment method not of “When Used” and issue method of “User Enterable”.   *******************question************************ Can I not use the lot serial class, “SUPPFORKIT” which has the assignment method

When our data was originally imported to Acumatica, some template items were imported with no value in some of the required attribute fields.  I now cannot do any maintenance on these items because I get the error “The value of the STYLE attribute must be specified” (in this case the item has no value in the attribute named STYLE.)I have tried adding the attribute in the template and the updating matrix items. It does not work.I have tried adding a value in the item itself and I cannot.I have tried adding the value to the item using an import scenario.  It does not work.Can anyone help me with this please?

Has anyone created custom dashboards or business events to help track essential system metrics, such as user activity, system health, or security related information? While we’re familiar with the existing screens and reports, we’re looking for solutions that provide streamlined insights. We would greatly appreciate any recommendations or practices you’ve found effective. (Note: working in Acumatica Cloud ERP 2024 R1)

I am in report designer and trying to build my schema. Report designer will not let me add specific tables to the schema and I cannot figure out why. I initially thought it was because there was no primary key between EPTimecardDetail and the other table I had in there, but I have removed all tables and am now only adding EPTimecardDetail, and it is still not allowing me to add it and popping up the message “An entry with the same key already exists.” I tried adding other tables associated with time cards and I am unable to add those as well.Please help. 

Could someone kindly share an export scenario for ACH with Bank of America? Thank you so much.