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I’m trying to modify the screen header label on a screen, specifically the project ID field on the Projects screen, to show the separator dash”-” in between segments to match how the project ID field looks on the screen in the “Project ID” field. Currently, if the Project ID has segmented keys to separate the values (00001293rt-00010), the header value will only display as 00001293rt00010 since that’s the way the field is stored in the database. I am hoping to have the screen header label match what you see in the project ID field below it.I’ve searched multiple topics on this and it seems like the best way to handle would be with javascript, but none of the examples I’ve seen have worked this situation, since it needs to formatted from data on the current record. Some of the screens have access to this “usrCaption” element that can be modified in C# code, but since this screen uses a master page, it’s not easily accessible.I was curious if anyone has done anything similar to this befo

Hi Acumatica Community, I just want to ask if there is a setup for Data Collection, specific in Scan Move Screen. Here’s is scenario upon testing.Production Order - Qty to be Produced (20 Qty) and Tracked by Lot each I have a backflush for Materials and Labor Once the Production Order Maintenance is released I’ll go to Scan MoveUpon 1st scanning, it requires the followingProduction Nbr. Warehouse Location LotUpon 2nd up to 20th scanning, it requires the following      1. Production Nbr.      2.  Lot as you’ve noticed, it requires multiple scans for Production Nbr. Here’s my requirements.1. Production Order Nbr.2. Warehouse3. Location4. Qty (20 KG)5. Scan Lot (20 Lot Nbr.)   Hoping this process can cater in Scan Move functionality Thank you! 

The Timesheet History Report is the main one I am looking at as it already lists the Submitted By and Submission timestamp as well as the Approved By and Approval timestamp. Is there a place to upload an employees signature to be referenced to show up in the report?I know there is for Cash Accounts, but for individual users? Would the Email settings area of User Preferences be the best option, or even work?

Recently upgraded to 25R1 and noticed two new errors when syncing Template items that we didn't come across during our sandbox tests.1. "At least one option value is duplicated." 2. “Error mapping types... Input Destination Member: Options” We’re encountering this issue frequently, but there’s no clear pattern or apparent cause. Some template items sync successfully, while others, seemingly identical in structure, fail with the same error.The issue occurs with both new and existing template items, regardless of whether they have one or multiple attributes. We've seen it affect items with just two matrix variants, even when those variants have only a single attribute (e.g., color). After thoroughly reviewing each item, we’ve confirmed that there are no duplicate attributes across variants that would justify this error, particularly since many of these items have been in the system for a long time without issue.Is anyone else experiencing this? Any insights or suggestions would be apprec

The scenario is: External user comes to a web page, starts a chat conversation, an agent start conversation but at the end depending on user feedback they can create a case or a sales order. 

This seems like a basic question…In my site map, I have a number of screens that should be visible on my UI based on the defined workspace and category (and access rights by screen) but they do not show up for me and I cannot find them by a search or by entering the screen ID by itself.Specifically (today), I am looking for “Inventory Preferences”.  Is that something that is hidden based on my subscriptions?  We use “non-stock” inventory. Have any of you come across (or been unable to find) pages that you think you should be able to see but can’t? Thanks

I want to customize approve action in sales Orders and go to override method in ui. I cannot see approve action. How to do it 

On the Sales Order page. We want to be able to open a sales order, then once in that sales order, click on the locationand then add a new location. When the pop up window shows up, we don’t have the “+” sign to add a new location. I’ve spent a ton of time looking for the option to add it, and cannot find it. Can someone please show me the way? :)Thank You all! Have a great weekend!Brent

I’m using GI as a datasource.   The datasource GI uses INKitRegister to group by site and date to create a total kit by day.  Then I’m trying to join to individual kit assembly to understand percentage of total for day.  I’m getting a multi-part identifier could could not be bound.  _INKitRegister.DocType.  I added DocType to the results and tried to adjust the joins.  Any assistance is appreciated.

Dear Team,Im following the instruction for disposing asset from doc Disposing Fixed Asset: Process Activites As Step 1, on the disposal table, when I click on OK, the system show the error message “Unreconciled asset can not be disposed” On Reconciliation Tab, I have some transactions havent reconciled yet. However it’s not related to this FA. And before that I am successfully perform the Disposal already for another item.Are there anyone have idea on this matter?Thanks in advance

Hi guys,A customer wants to create variants, but their item names are very long because they use the Description Segment Setting and include many attributes, which should also appear in the item names.Currently, the allowed length for the item description is too short and needs to be extended.Hope you can help me with this 

Site is 2024.114.301.3686 [24.114.0020]The error is occurring on printing a purchase order.I have opened the report in Report Designer but have been unable to find the field that needs to amended.I have been advised that the field that has changed is OwnerId. I cannot find OwnerId or EmployeeId on the fields used on the form template or in any of the relations. Can anyone advise where else I can look to identify this on the form template or perhaps has specific information about what has changed in this version of Acumatica Purchase Orders on the database fields. 

How can I correct this error? A staff member ran a payment with the wrong cash branch and invoices. We did not purchase the inter-branch transaction feature. This is zero impact entry.  

Hello Community,I am looking for the ability to have a company with multiple branches have the transactions created in said branches roll up into the main company ledger. Is this something that can be setup by default with intercompany\branch functions or another way? I understand we could accomplish something like this with ARM reports, but really, we are looking for journal entries to be created in the parent company for bank consolidation purposes. Does anyone know of an existing configuration that would allow this? Thanks in advance!

Hi All, @Naveen B ,is it possible to find a Shipment and update the lines and then confirm it in one Import Scenario?I have the attached import scenario but not successful.Cheers,Laura 

Hi Team,We're running into an error it I believe is related to the inter-branch mapping. See screen shot below. We are not able to transfer beer from BLBREW to BLREST. This is a critical process in our operation that needs to be rectified ASAP.

We have been testing the BigCommerce B2B customization on Acumatica 23R1 ahead of launching our BigC store, and we have seen a lot of issues with it. I was wondering if others have run into these problems and have a way of dealing with it or even just a better way of thinking about these problems so that we can live with them.We find it confusing that the main contact rather than the primary contact (except for the primary contact name) is used as the first admin info in BigC and don’t know how to treat the primary contact in Acumatica to make this less confusing. We also find it confusing that the 2nd rather than the 1st main contact phone number is synced to BigC. We don’t know how to handle the possibility of a customer deleting the first admin in their company in BigCommerce B2B since that is how the connector is connecting the customer in Acumatica to the company in BigC. We have noticed many, many issues with modifying existing customer data in either Acumatica or BigC. The data

I’d like to embed a report into an email.  After my set up, the report is attached as an html form to the email.  What am I missing?In the Report Designer, I’ve set the Mail Setting format to HTML: In the Email Template: In preferences of Receivables, Customer Class and Customer:  

 Hi,I am trying to create a Gi where I need Projects in progress with Project Balance. Condition is Projects that has purchase orders and Project Transactions. I dont want to diaplay Purchase Orders or Project transactions under the project. When I inner join PMProject.ContractId and POline.ProjectId and PMtran.ProjectId I am getting duplicate records and the Project Balance are summimg up based on number of POs and transactions. Please help to find a condition similar to SQl query > Select PMProject.ContractId, PMProject.Description , PMTaskTotal.CurryIncome, PMTaskTotal.CurryExpense Where PMProject.ContractId in (Select ProjectId from POLine) and PMProject.ContractId in (Select ProjectId from PMtrans)…. ThanksSR

Hi Acumatica Community,May I ask if there is a way to change the Void Bank Deposit Date?Here’s my scenario.Deposit Date When I click Void. The Deposit Date is not editable.Is there a way to make it editable?Thank you!

Has anyone been able to get a Project Name/Description in an ARM report of the PM type?I’ve tried a few different things using @StartProject in the column set, but so far, I haven’t had any success.

I am trying to add one custom field in Purchase receipt Line details dialogue 's split grid but that field is not visible on screenbelow is the dacpublic class TSPOReceiptLineSplitExt:PXCacheExtension<PX.Objects.PO.POReceiptLineSplit>{#region UsrTSLineKitNumber [PXDBString(100)][PXUIField(DisplayName = "KitNumber")]public virtual string UsrTSLineKitNumber { get; set; }public abstract class usrTSLineKitNumber : PX.Data.BQL.BqlString.Field<usrTSLineKitNumber> { } #endregion}  

Acumatica Outlook plug-in tool is not presenting when clicked.   Reinstall is not working…..  what is the issue and how do I resolve it.    

The API I’m trying to use:Custom API, Entity representing the “Employee” screen (EP203000), an Action mapped to the “GenerateTimeCards” action.The Request I’m using:A “POST request using this JSON:{ "entity": { "EmployeeID": { "value": "A real employee ID" } }, "parameters": {}}The Error:HTTP 500, with the words “PX.Data.PXInvalidOperationException” in the stack trace.The Question:If I try to use this action from the UI, I am indeed presented with a dialog box.  I’d love to be able to figure out a way to tell the API to accept the dialog box with no changes, like I just clicked “OK” in the UI. I can’t seem to find any reference to this on the internet.  Does anybody know if this is even possible?  Thanks if you can help!

We added a new branch and certain documents, such as Purchase Orders, are sending from the system email account instead of the user’s email account.   This causes issues with the buyer not receiving replies back from the vendor.   We have two other branches where this is not the case.   I cannot find a difference between the branches that are working and this one that is not.   Email settings and templates appear identical.Working example: Non-Working example: What am I missing??? Thanks,Brett