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Hello-The mission is to use business event to trigger an import scenario subscriber to create AP Bills. The business event will be triggered on a schedule, the source screen is a Generic Inquiry containing fields that is required for an AP Bill creation. The bill ref. nbr is auto generating. We want to create bills based on vendor ID. Meaning if each line record in the GI has the same vendor, then they should all be imported under the same vendor in the same bill. Currently, my business event is firing, and it is creating a bill. But it is creating one bill per each line on the generic inquiry. I want one bill per vendor. This is the import scenario, salesPersonID field on the GI is the field we want to use as vendor on AP Bill.  This is the Generic InquiryI’m open to any suggestions.Thanks! 

Hi,Have noticed that when it comes to shipping our manufactured items, the Shipment document will split one shipped item ID into multiple lines, which corresponds to one for each quantity we produced under Move/Labor under Manufacturing.I presume this is because an allocation is created for each Move/Labor document, as opposed to the gross produced quantity as a whole.Needless to say, this can get rather messy when shipping, if for example we manufacture 1 units per day for 60 days. When we ship the 60 units, we end up with a long Shipment document of 60 lines of the identical item with 1 qty each and a puzzled freight carrier.Is there any way of consolidating the Shipment document to present this as one shipment line based solely on the Inventory ID?Thanks in advance!

i have role Admin and have full access rights to report. Report have one parameter: Please help me. All report in system when i selected  is no data availible parameter. I think it's a permissions issue. But I also have administrator access and access control for report.

Hello Experts, How can we design a dashboard were open invoiced status whose payment is left and payment status which is completed, to be show in single column chart graph

Hi,  I’m trying to set up an approval map for orders based on the terms in the financial section of the SO. See attached image. However the orders don’t go into approval mode. It goes straight to open.   

Hi Acumatica TeamI have a FA that have been reversed on feb 2024, currently my client needs to Close 11-2025 period but he can’t, Acumatica show the following message:Not deprecated by the book in 11-2025 period:I did the tracking of the depreciation, and I verify that my client only calculates the depreciation of 11-2025 but without running the depreciation.I verify that Acumatica does not allow reversing the calculation.Is there a way to close the period in this scenario?Thanks you very much for your attention Karolina 

I’m trying to create an import scenario that will trigger the “Create Quote” button on the opportunity record.I’ve tried placing the dialoges in a few different spots and using opportunity summary for the <Dialog Answer>. No luck yet.Thanks for the help,Matt 

i have a scenario where a client (a sub not GC) has billed out a subcontract agreement in full but has noticed that throughout the life of the project they may get deductive change orders as progress on the project continues.  these deductive change orders are often pass through to their subs.  however, since the subcontract agreement has been billed in full, the system does not allow a deductive commitment change order to be created.the steps to rectify this would be to:create a debit memo in bills and adjustments and tie it to the subcontract agreement create the commitment change order with the deduct amountsit would be really nice if the system would automatically created the debit memo from the commitment change order (maybe a future idea?)does anyone handle this different? 

Is it possible to install the outlook add-in for a shared mailbox? I have it installed for my inbox, but it’s much more useful if I can access from the shared mailbox. When I click the inbox for the shared mailbox, the add-in disappears from the ribbon. 

I am running into this problem, and I can’t seem to find a clear answer online anywhere. I am trying to set up an automation that will trigger a business event to send an email once a week to our customers. However, I can’t get the actual scheduled automation to trigger in order to even test that the business event and email are working the way I want them to. I’ll attach a couple screenshots of how the automation is set up:Details ScreenSchedule screenConditions and filter values are both blankEvents tabAutomation Schedule Statuses PageAnd here is the Schedule Statuses page which also shows my automation as not having the green checkmark next to it. Thank you in advance for any help and please let me know if there’s any additional information I can provide.

In the Process Order screen, I have added a custom StringList field to the grid. When I apply a filter on this field in the grid level, the filtering works only for the currently loaded page. If I navigate to the next page, the filter then applies only to those page records, not across all pages.Could you please suggest the correct approach to make the filter work across all pages/records? public delegate IEnumerable ordersDelegate(); [PXOverride] public virtual IEnumerable orders(ordersDelegate basemethod) { PXUIFieldAttribute.SetDisplayName<SOOrder.customerID>(Base.Caches[typeof(SOOrder)], Messages.CustomerID); SOOrderFilter filter = PXCache<SOOrderFilter>.CreateCopy(Base.Filter.Current); if (filter.Action == PXAutomationMenuAttribute.Undefined) yield break; if (_ActionChanged) Base.Orders.Cache.Clear(); PXSelectBase<SOOrder> cmd = GetSelectCommand(filter); AddCommonFilters(filter, cmd); int startRow = PXView.StartRow;

Hi everyone,We’re running into an issue with Amazon ASNs generated from Acumatica that is currently blocking Amazon shipments, and we’re looking for guidance or best practices.Scenario: We use Acumatica integrated with TrueCommerce for Amazon shipments. Transaction Manager is configured for Pick & Pack. However, ASNs generated from Acumatica are still coming through as ASNType = No Pack. When Transaction Manager expects Pick & Pack but receives a No Pack ASN, the import fails with “Import Format Not Found” (understandably, due to the ASN type mismatch).What we’ve observed: Shipments can be confirmed even if the Pack step is not fully completed. In some cases, a package row exists, but: No contents are assigned to the package, and/or No tracking number exists prior to shipment confirmation. When we attempt to use Auto Pack, we receive an error indicating that the shipment items are not represented in an Auto-Pack Template. Because packages (with contents + track

I have found the following Report Designer resources:Basic Help: https://help.acumatica.com/(W(4))/Help?ScreenId=ShowWiki&pageid=e15a22db-126f-40f7-a362-e02a4ea7e4ad Acumatica Open University S150: https://openuni.acumatica.com/courses/reporting/s150-reporting-report-designer/I can’t find documentation for things like:Behavior: CommonSettings: AlternativeEngine PrintAllPages ViewPdf MailSettings: ActivitySource ParentSource ProcessOrder ProcessUnbound RequestContext RequestParams ViewerFieldsMode Data: DataMember DataSource Is there more comprehensive documentation available somewhere? The amount of information available inside the program is very limited. 

Hi We have 9 warehouses and use average cost.  We want the same stock item to have the same average cost across all warehouses.  Unfortunately, this isn’t working for us, and each warehouse has its own average cost. This makes sales margin reporting a nightmare.  Our auditors are also questioning our inventory costing method.Can Acumatica do the same average cost for an item across all warehouses?  The help manual says “yes”,If the Average valuation method (also known as average moving cost) is assigned to the stock item, the unit cost will be calculated as the average weighted cost of all items at the warehouses—that is, the total costs of all quantities of the inventory items at the warehouses divided by the total quantity.but our support company says “no”. thanks

A number of ERPs have the option run weighted average costing at a Stock Item level. While Acumatica has an average cost on the price/cost tab of a stock item, cost of sales on invoicing and stock valuation uses Item Warehouse average cost or Location average cost (if costing at location level). Is there a solution to achieve Item level costing? I am considering running standard cost and using a business event triggered by IN Receipts to recalculate a stock level average cost; update the Pending cost ;and then use an import scenario to run the Update Standard cost process. What I need is a GI that does the right calculation. Unfortunately when standard cost is used the average cost stored on a stock item is the standard cost and the actual average cost is not recorded. If any one has tried and would share the GI, this would be appreciate. 

I have a development instance of Acumatica 2025R2 setup and am testing sending requests to the OData DAC endpoints. Specifically I am targeting the PX_Objects_CS_Segment endpoint and have noticed an issue when including the Length field in the $select parameter. When testing in Postman, these requests return the expected data:{{EndpointURLDAC}}/t/SalesDemo/api/odata/dac/PX_Objects_CS_Segment {{EndpointURLDAC}}/t/SalesDemo/api/odata/dac/PX_Objects_CS_Segment?$top=5 {{EndpointURLDAC}}/t/SalesDemo/api/odata/dac/PX_Objects_CS_Segment?$select=SegmentID,DimensionID,Descr,EditMask,FillCharacter,tstamp,LastModifiedDateTimeThese requests result in ECONNRESET errors:{{EndpointURLDAC}}/t/SalesDemo/api/odata/dac/PX_Objects_CS_Segment?$select=SegmentID,DimensionID,Descr,EditMask,FillCharacter,tstamp,LastModifiedDateTime,Length {{EndpointURLDAC}}/t/SalesDemo/api/odata/dac/PX_Objects_CS_Segment?$select=LengthIs there something special about the Length field that the DAC endpoint is having an issue wi

Is there a way to run turnover automatically? I see automation schedule as a option for turnover, however that sets the period to be one defined value, meaning that the schedule will break when the month starts. Is there a way to keep this program running indefinitely? 

I’m trying to create a report that produces a excel sheet with cell borders. However, I can’t figure out how to get the borders to display in Excel. Is there a way to format the excel cells in Report Designer?

I am building this GI to get GP$. it seems like the formulas I am using is not giving me the accurate answer. Can someone please check formula to see if I have the right one. =IIf(    [ARTran.TranDate] >= '2025-01-01'    And [ARTran.TranDate] < '2026-01-01',    [ARTran.CuryTranAmt] - [ARTran.Cost],    0)

We have a customization that displays a warning popup with Yes/No buttons when an item is added to a Sales Order with a unit price of 0 or 999.99.If the user selects Yes, they can proceed with the line item at 0 or 999.99 and save it. If the user selects No, the system cancels the added line.This functionality works correctly when users manually add or update items.However, when we copy and paste a Sales Order that includes items with a 0 or 999.99 unit price, the system displays a browser-level alert (with only an “OK” button) instead of the expected Yes/No confirmation popup.Could you please help us achieve the same Yes/No confirmation behavior when an order is copied or pasted?

 From this screen , how to know if this AR invoice was created manually in this AR Invoice and Memo screen or was it automatically created as part of creating a Pro-forma ?is there a field that can enable me to identify this in the Invoice and Memo screen (AR301000) ?

Hello Acumatica community, I was testing how to change the base UOM for a stock item and received the following error message:This was after I created an Adjustment entry and removed the item from all open SO and PO lines.Has anyone seen and resolved this error message before when changing the base UOM?Thank you!

We are testing the modern UI in 2025R2, and are no longer able to drag a file from Windows Explorer on to an Acumatica screen and have it upload to the Files area.  When trying this, the file appears to go directly to the workstation's Downloads folder.So far, to make it work we have to click on Files, then drag and drop to that window.  This is a minor inconvenience, but I couldn’t find anything on it in the 25R2 release notes so wondering if we are missing something.  Anyone else seeing this or aware of documentation on the change?

Hi everyone,Has anyone tried creating a business event from a custom screen? We attempted using a GI as a workaround by pulling data from the audit history, but the business event still isn’t triggering.Thank you!

I'm not sure if this is possible in the modern interface, but I wanted to ask.Currently, in the classic 25R2 interface, when a user creates an accounts payable invoice, the FIRST field they enter is "Vendor." Then, using the TAB key, they cycle through each field following the specific procedure we've requested. From "Vendor," the TAB key goes to "Date," then to the left, then to "Location," and finally to the middle column. See the image below of the classic 25R2 interface.A customization has been added to the fields to specify the order when the Tab key is pressed. But in the modern version, it's not working correctly. Could you help me with the parameters I need to use to make this work in the modern version?  In the Modern UI, if they enter "Vendor" first and press TAB, it just goes down that middle column and never back to the first column. See below..html <template>    <qp-tab after="#ContactsTab" id="ServiceRenderTab" caption="Services Rendered Tickets">      <qp-