Solved

Hi all, I have my reverse and apply API working per this threadReverseInvoiceAndApplyToMemo via API | Community Issue is that when you try to Reverse an Invoice it defaults to the Fin Period it was created. Since that Period is closed it needs to be changed to the current Period.  I have tried adding "PostPeriod":{            "value": "122025"        }  or "FinPeriodID":{            "value": "122025"        }  to the payload but still Errors out    "PostPeriod": {        "value": "072025",        "error": "Error: The 07-2025 financial period is closed in the ABC company."    } Is this possible with the API?  How do I find the right field to pass? I can change the period in the UI and it works. Thank you all

If a user does not have any previous Time Clock entries created in the browser, the mobile app does not have an option to + Add a new entry.I’ve seen demos in YouTube that show a + button to start new entries.We checked settings and user rights.The user can create new clock entries in the browser, but not in the app.Any suggestions? Thanks 

Does anyone have a working Import Scenario to create a service order from a sales order? When the ‘Create Service Order’ action is executed through the UI, it redirects to the Service Order screen and the user has to press the Save button.  An import scenario that starts on the Service Order screen can populate the dialog box options but cannot press save. Another approach it to create a Service Order starting on the Service Order screen, but in this case there doesn’t seem to be any option in the User Interface to identify the source of the service order, which needs to be linked back to the Sales Order.  Even on a new Service Order, these fields are not editable.  The only way that I can find to create the linkage is using the ‘Create Service Order’ action from the Sales Order.I have reviewed several threads including this one.  While this seems to be on topic and is marked as Solved, I have not found a working solution.  If someone has been able to get this working, I would be grate

Is there a way to link manually create debit adjustments to the associated PO without using PO receipt feature?For example when reversing a bill it automatically links the PO and you can see this adjustment on the PO history tab on the PO. However when creating manually it seems to just link to the Bill directly and therefore when on the PO you may miss that there has been an adjustment made to the Bill.

When a user enters a sales order and selects some stock items, the Marked of PO check is defaulted to check.  The scenario did not occur for all items; not verified. I tested a few; see below.  It this setting?  Or something I can turn off.  I causes order processing confusion and errors; also you can create a shipment without unchecking the box.  (We do Dropships and Direct Import orders that do require a purchase order to be generated.Thank you for your assistance.

My customer wants to be able to select items in the Selected Inventory Items grid and add them to the Excluded Inventory Items grid without having to add them one at a time.I created a custom checkbox and an action to do this.  However, I cannot get the checkbox field to be enabled. The grid has a Details skin, so that shouldn’t make the grid read only.I tried adding code to the row selected handler for the grid but it is still disabled.protected virtual void InventoryItem_RowSelected(PXCache cache, PXRowSelectedEventArgs e, PXRowSelected baseHandler){ var row = (InventoryItem)e.Row; baseHandler?.Invoke(cache, e); PXUIFieldAttribute.SetEnabled<SCGCInventoryItemExt.usrExclude>(cache, null, true); Base.InventoryItemsToLock.Cache.AllowUpdate = true;}I tried it as shown above and also without using the baseHandler but no difference. protected virtual void InventoryItem_RowSelected(PXCache cache, PXRowSelectedEventArgs e) { var row = (InventoryItem)e.Row; PXUIFieldAttribute.SetE

Hello,I am trying to use an import scenario to import our initial inventory test tenant.Does someone have a .xlm import I could use as a template.Thanks

Hello!When the system was locked to take a snapshot, the automation schedules were changed to an Inactive status. This was identified only after a few days, and the schedules had to be manually reactivated.Could you please advise if there is a best practice for handling this situation, or if there is a way to automatically reactivate the automation schedules after the system is unlocked?Additionally, please let us know if there are any other areas affected by locking the system, such as Device Hub, or any other integrations or background processes we should be aware of.Thank You

Is there a way to bulk download saved PDF invoices?

Hi everyone,I'm having an issue with automatic tax calculation in Sales Orders (SO301000).The scenario: When I create a new Sales Order and select or change a Customer, the Tax Zone is correctly pulled from the Customer profile (Shipping tab) and updated on the Financial tab of the Order. However, the Taxes tab remains empty. 

Hello Experts, i am getting stuck in one of the generic inquiry where total qty is in decimal places so i need to round the decimal value to rounded value. Attached the decimal value . 

I am trying to pull the email in the tab below but i cannot get the correct result. I was able to pull the email from the general tab but not on the purchasing tab using Generic Inquiry. Any idea?  

 I will return this purchease receipt

Let's say I have three different companies: A, B, and C.I have also enabled "Customer and Vendor Visibility Restriction".Company A has customers A1, A2, A3...Company B has customers B1, B2, B3...Company C has customers C1, C2, C3...I have an external processing center that adds customer payment methods to these customers, regardless of which company they belong to, processing them uniformly.Then, I use an Automaton Schedule to synchronize this processed data.My problem is, using my administrator role (which has access to A, B, and C), no matter which company (A, B, or C) I create the job in to synchronize customer payment methods, there are always issues. For example, if I create the Automaton Schedule in company A, it cannot synchronize B1, B2..., C1, C2..., because the Import by Scenario function throws an error, stating that B1, B2... cannot be found in the system.Is there a way to circumvent this problem? Do I have to create separate Automaton Schedules for A, B, and C, and then di

Greetings all,Very curious to know if someone has accomplished this (ideally using out of the box platform tools).  The mission is to launch a custom URL to an external site from within Acumatica. Two valid options:Workflow button with custom action that launches the URL when the operator clicks the button UDF with an embedded hyperlink that operator can click.This functionality would need to live on the Sales Order screen. Either the Sales Order workflow would have a button that launches a specific URL, or, the Sales Order Line UDF would include the hyperlink. I do see two possibly related (older) comments but am curious about current state.This post addresses the External URL redirect and some problems with it:This post links to a feature that was requested 10 YEARS AGO with comments as recently as 7 days ago. If anyone has suggestions I’d be curious to hear.Quoting the original post, FYI the asiablog link returns a 404 error; so not even usable as a reference.I will gloss over the a

Microsoft is moving into the second phase of deprecating the Classic version of Outlook in April of 2026. The cutover date is still unknown but coming down the road. Please refer to this article: when will classic outlook end - Microsoft Q&ADoes Acumatica have this on its roadmap to update the Outlook Add-in to also work with the new version of Outlook? It currently does not! 

Hi All. Do you know why I get this error when linking the BOM in Production Order. The Production order was created from SO if that helps, but there were also 2 items in SO that was marked for Production and linking the BOM is fine without error. Can you please help? 

I want to know if we could ourself activate the Inventory module/screen in the mobile app or if it’s in the plan to have it soon.That would be very helpful for anybody that are on the road (like a sales rep.) and discuss with customer to validate if inventory in available, confirm prices (and any other information that could be done via website)… instead having to create a quote or order because it’s not efficient with actual version.The web version is not easy to navigate on cell phone and lot of work could be done/review directly on our cell phone in 2025… but not something easy as “Do you have item X in stock” with Acumatica app.I saw that someone asked question 3 years, but was hoping to have a positive update 3 years later !

Hello Team,I am not able to access GI data in JSON format in 25R2 by odata using postman by using following URL format, it was working in 24R2{Acumatica instance}/OData/{Tenant}/{GI title}?$format=jsonPlease help me

Hi,Does Acumatica BigCommerce connector supports Channel Manager?Currently, our customer has two channels in BigCommerce Its my understanding that this feature gives BigCommerce administratros to have 2 storefronts with the same store. Does the Connector has the possibility to separate which products will be exported and used in specific frontstore?Or the products should be configurated in a new BigCommerce store to use a new store in Acumatica connector? Thanks!

HiWhen there is a nil value in the sales order form, the line level normally shows an error message saying there is 0 value in the inventory. The error message was showing for some time. But now it does not demonstrate on the form even though the inventory balance is 0. is there a special option to enable that error message? 

I have build this GI. Everything is good. I just want to get the result in % between 1 and 100. Can someone help me please.this the formula im using=(  Sum(    IIf(      [ARInvoice.DocDate] >= '2025-01-01'      And [ARInvoice.DocDate] <  '2026-01-01',      [ARInvoice.CuryOrigDocAmt],      0    )  )  -  Sum(    IIf(      [ARInvoice.DocDate] >= '2024-01-01'      And [ARInvoice.DocDate] <  '2025-01-01',      [ARInvoice.CuryOrigDocAmt],      0    )  ))/NullIf(  Sum(    IIf(      [ARInvoice.DocDate] >= '2024-01-01'      And [ARInvoice.DocDate] <  '2025-01-01',      [ARInvoice.CuryOrigDocAmt],      0    )  ),0) * 100this is the result i am getting now 

 I added the project task description next to the project task field in the classic version, but in the modern version, the project task description field is placed at the end, as shown in the image. How can I make the project task description next to the project task in the modern version?This is the code I tried to write, but it's not working. .tsimport {  PXFieldState  } from "client-controls";import { AR301000,ARTran } from "src/screens/AR/AR301000/AR301000"; export interface AR301000_SKModernUICST extends AR301000 {}export class AR301000_SKModernUICST {}export interface ARTran_SKModernUICST extends ARTran {}export class ARTran_SKModernUICST {    ARTran__TaskID_description: PXFieldState;} .html<template>    <qp-grid id="gridDetails" view.bind="Transactions" wg-container="Transactions_grid">          <field name="TaskID"></field>        <field name="TaskID_description"></field>      </qp-grid></template>

Is there a way to have a “generic” attachment that goes out with every sales order or invoice?More specifically, we would like to include ACH and Wire information every time we send our customers a sales order or invoice. I would rather this be an attached document than in the body of the email. Is it possible to have a document that is always attached every time a sales order or invoice is sent?

I have created this report in GI. Everything looks good until I found out the grouping is not work well.   After I view the inquiry, I released that some of my price class did not group