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Hi AllI’m totally new to customizations, I followed a few guides online and was able to add custom fields on our PO screen (see screenshot attached).What I would now like to accomplish is linking dates on the document section of the PO screen with the details section of the PO screen, meaning when a date field is populated on the document section the corresponding date field in the details section is populated as well. Similar to how the ‘Date’ and ‘Promised On’ fields on the document section are linked to the ‘Requested’ and ‘Promised’ fields in the detail section.I have two custom fields ‘ETA GY’ and ‘Back Order Date’ on the document section and would like them to be linked to the ‘ETAGY’ field and ‘Back Order Promise Date’ fields (also custom fields) in the details section respectively. Also, the ‘Back Order Promise Date’ field can only be populated if the ‘Back Order’ checkbox is ticked (another custom field).Any input is greatly appreciated.ThanksAmitCustom date fields and checkbo

Hi all,I'm attempting to create a Bill in Acumatica using the REST API, but I keep running into this error:Receipt Line 000026 - 2 not found.If I select lines 1 and 3 the bill gets created, but for other lines I get the error.Request Body: {  "Vendor": { "value": "V000000001" },  "Date": { "value": "04/17/2025" },  "PostPeriod": { "value": "04-2025" },  "DueDate": { "value": "05/17/2025" },  "Hold": { "value": false },  "Details": [    { "POReceiptNbr": { "value": "000026" }, "POReceiptLine": { "value": 3 }, "POReceiptType": { "value": "Receipt" } },    { "POReceiptNbr": { "value": "000026" }, "POReceiptLine": { "value": 2 }, "POReceiptType": { "value": "Receipt" } },    { "POReceiptNbr": { "value": "000026" }, "POReceiptLine": { "value": 6 }, "POReceiptType": { "value": "Receipt" } },    { "POReceiptNbr": { "value": "000026" }, "POReceiptLine": { "value": 1 }, "POReceiptType": { "value": "Receipt" } }  ]}Request URL: Put Request- http://localhost/AcumaticaT100/entity/Default/24.200.00

Hi AllIs there any workflow in Acumatica to have multiple requsitions from the same vendor be added to one purchase order?ThanksAmit 

I'm trying to get a BQL union to work per this help page... Performing a Union Operation in BQLThe BqlTableMapper example doesn't work for me because Map() is not a member of BqlTableMapper or IBqlTableMapper so it doesn't compile, and the second parameter to the BqlTableMapper type is expecting an IBqlFieldMappingResolver - which the class  isn't.  So then I tried to use the BqlFieldMapper example, and that mapper definition seems ok because there is a Map() member.  However, when I then try the MappedSelect with my BqlFieldMapper classes, the compiler says they need to support IBqlTableMapper. All MappedSelect type derivations seem to only take an IBqlTableMapper.Anyone try these examples before and get them to work?  How did you define your table and/or field mappers and get MappedSelect to work?Looks like this post from months ago is similar and is unanswered so far…   

Hello,I have created a report for our sales reps which summarizes any sales ordrers that have been entered that they are elgible for a comission on.  I would like to create a business event that sends this report out on a weekly basis for the orders that were entered during the previous week.   I have only been able to make this work if I create a unique Business Event & Email Template for each sales rep,  however in my opinion that is not every efficient or elegant.    Ideally this could be done with a single business event and email template, however I have been unable to get the system to generate a distinct email for each sales rep.   Currently my business event has trigger conditions that filter the sales order date range and the salespersonID from the Sales order Line.   Then on my email template, I have set the salespersonID as a report parameter along with a date range.      Would appriciate any feedback on how I could improve this process. 

I am trying to add a report to a screen via a Customization Project, however, despite following the instructions I could find online, the new report doesn’t appear as a option. Here is the screen shot of the action I created. How can we get this report to be selectable straight from the Move Screen?

The following error occurs when I try to create an expense receipt using the REST API. Could anyone help with this?Error: error: "Inserting  'Expense Receipt' record raised at least one error. Please review the errors.; TranDesc: 'Description' cannot be empty.".Body:{    "Date" : {"value" : "04/17/2025"},    "ExpenseItemID" : {"value" : "MEAL"},    "Details": [        {            "Description" : {"value" : "Team outing"},            "Quantity" : {"value" : "2"},            "UOM" : {"value" : "PIECE"},            "Amount" : {"value" : "175"},            "Currency" : {"value" : "USD"}        }    ]    }

Hello community,Is there any option/workarounds where I can a add a long text that states details about the customization package.The text would be related to functionalities of what elements have been modified using this customization.I know about the description field in the Customization Projects (SM204505) screen. But is there any other way where I can add the whole? maybe in the Project Editor?Thanks.

Hi Team,Issue Summary:When attempting to save or process a bank transaction record under “Import Bank Transactions” in Acumatica, the system displays the following validation error:"Payment Date cannot be empty."Steps to Issue Summary:Navigate to Cash Management > Process Bank Transactions. Import a bank statement using a defined Import Scenario. Attempt to save or process a transaction line. The error appears: "Payment Date cannot be empty."Refer to the below error message,  Thank & Regards,Sanjana Perera    

When setting up a new item in Inventory, what is the maximum field length and are there any character restrictions such as spaces, @, #, *, -, etc.

Can you please demonstrate, or point me to documentation for the addition of Cash Transactions programmatically?Accounting is currently appending credit card fees to their ledger by manually (UI) adding a Cash Transaction (CA304000) at the end of the period for the sum of all fees collected.I have been asked to create this same transaction through the api. Usually, between the screens, and the api documentation, I can come up with the end points, but so far I have been unable to figure out what these are.I have noticed that JournalTransactions can be created directly from the api, but only in the GL module. When accounting releases these existing Cash Transactions, they result in CA module JournalTransactions. These can not be added through JournalTransactions, but it’s the only way I have found to affect the transactions directly at all.

I’m trying to default Use Customer Account to true or false based on the Shipping Terms via the Fields tab in the Customization Project. I’m using the code “=IIf([ShipTermsID] = 'PPA', False, True)” however, this doesn’t work. How can I get this to work.

I’ve got an interesting question. I’d like to know if it is possible to copy a specific email address to Purchase Order Notification template, but depending on the stock item in the order. For example, we buy ingredients from vendors, and one of our customers would like to be included in any Purchase Order Email when the ingredients are for her business.  I cannot add her email to the vendor contact information because we may also buy ingredients from these vendors that are intended to be used for another business and received under a different stock item.   I believe I could easily create an automation to send an email directly to her when an order is placed for her items, however she needs to be in the same email thread so that she will get all of the confirmation emails as well.  And since the Purchase Order Notification is not automated through a business event, (because you may want to verify the order before clicking “Email Purchase Order”) I don’t know any other way to add filte

Looking for some help understanding why when doing a Kit Disassembly some items do not automatically show a cost in them?  Cost appears when the Kit is Assembled, but when doing the Disassembly some of the kit components show a cost and some don’t. All stock items show costs in the Stock Items > Price/Cost tab so I’m having a hard time understanding what I need to fix to resolve this issue. Thanks in advance! 

I need to add a field to Business Accounts header. I've extended the view responsible. I am trying to add the field in my html extension file. According to the help(step 4), I should structure it like this:<template> <field after="#fsItemDefaults-General [name='ItemType']" name="UsrRepairItem" ></field></template>Here is the CR303000.ts file for BAccount header:I would like to add my field after ‘Status’.Here’s my attempt:<template> <field // Here is my 'selector' statement after="#phF_form_PXLayoutRule#0 [name='Status']" name="XServices" ></field></template>Attempting to build results in: SyntaxError: '#phF_form_PXLayoutRule#0 [name='Status']' is not a valid selectorI’m wondering if the ‘id’ containing ‘#’ (like the ‘selector’ statements starts with) is causing this error. 

Is there a way to restrict access so that Project Managers can add projects and project tasks, but cannot change the status of the Task or Project to Complete?  We want the project and tasks status to be changed only by accounting.  I have tried to restrict this with the Access Rights by Role by changing the Project Management access to Insert for the Project and Project Tasks, but even after this change, it is still allowing them to change the project status.  Thank you!

In the condition tap in the GI my state field is blankSo, I'm trying to set the states to specific ones, but my state field is blank.I know the Address and ARAddress both contain all my states  

We are trying to sync modifier options from BigCommerce to Acumatica. However, when the modifier type is ‘dropdown’ the value that syncs over to Acumatica does not match BigCommerce.  If we have the modifier type set to a text field, then the value syncs over just fine. but we need it to be a dropdown option, and would appreciate any insight into how to get the value to sync over correctly

Hello all,How can I display the ending balance for a month instead of a year?So lets say if the income for March is 100$ and that of April is 50$. So if I enter the 04-2025 period in my parameter the ARM report should display only 50$ instead of the total, of 150$, that it is currently displaying.In my column set I am using the below amount type: Tried with Ending balance as the amount type but still it shows the same figure.

I’m trying to build a GI to show current Std Cost, with the Effective Date, and Last Standard Cost with the date of the last cost.  I can’t seem to find the date of the Last Standard Cost.  Am I missing a field/table somewhere?  I am looking at InventoryItemCurySettings and INItemCost. Should I just assume that the effective date is the Last Standard Cost Date?

Hi,Is there a way we can generate Inventory Balance report for a sepcific date.As an example,  I want to see the inventory available balances as per the date of 5th April 2025. How can we fullfil this requirement?Thanks!

We are trying to  Extended DAC Fields in the Opportunities header section classic to Modern UI .DAC has 4 extended fields need to display it in the modern UI Sales order screen.  tried with below code, Unable to see fields in Modern UI, below screenshot red marked field need to display it in the modern UI Opportunities  screen header section.classic UI screen shot tried with below  After switch to modern UI showing like below 

If acumatica is in azure, how often do they give maintenance to sql server, or how often, maintenance I mean (statics, indexes and base objects).

It seems this has been asked similarly before but I didn’t see a complete answer.Our client employs a laser machine to cut metal sheets, generating components.Assuming each metal sheet produces 100 pieces of a specific component, for an order of 50 pieces, 0.5 sheets are utilized, leaving 0.5 sheets in stock. Subsequently, for a 75-piece order, 0.75 sheets are consumed, leaving 0.25 sheets in stock. Their software aids in optimizing sheet cutting for order fulfillment.In Acumatica, the current inventory balance is calculated by adding 0.5 and 0.25, resulting in 0.75 sheets on hand. While this is accurate mathematically, it lacks practicality for production planning or MRP.To address this issue, one potential solution is to establish distinct warehouse locations: "Main" for whole sheets and "Remnants" for partial sheets. The Remnants location will be excluded from available inventory calculations, allowing MRP to consider only the Main location. If Remnants need to be factored in, adjus

Process: Chemical Manufacturing Company wants to blend existing Lot controlled Inventory Qty into new Stock production order.Example: New production order to produce 5300 LB. We have 88 LB of existing inventory. When the production order is generated, the raw materials list is as expected from the BOM. We want the production managers to manually add the existing material, and increase the qty produced by the end of the production process.My first attempt was to increase the Qty to Produce, but this increases all raw materials equally.My second attempt was to simply increase the Material and Move transactions but the move transaction gave me this error:“The transaction cannot be created for Production Order RO PRD001117 because the item quantity exceeds the preassigned item quantity for the 2504154927 lot or serial number.”We are pre-assigning lot numbers.Anyone have any idea’s for best practice to included extra material and increase qty completed?