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Hello, How can I solve this error when trying to create a generic inquiry and display the site, but encountering the message: "generic inquiry This field will not be displayed for the current user because the user has insufficient access rights or the required feature is disabled"? Thank you in advance.

When setting the OrderQty field to 0 on the SO Line, a popup is triggered as expected. However, once the popup appears, the Details tab disappears immediately. After closing the popup by clicking OK, the Details tab becomes visible again. <template>  <qp-tab id="tab-Dsco-SO301000" caption="Dsco Info" after="#tab-Addresses">        <qp-template id="form-Dsco-SO301000" name="17-17-14">            <div id="divColumnAB-Dsco-SO301000" slot="A">                <qp-fieldset id="fsColumnA-Dsco" view.bind="CurrentDocument" caption="Dsco Information" wg-container="CurrentDocument_Dsco">                    <field name="UsrBZStoreCode"></field>                    <field name="UsrBZDscoPuNumber"></field>                    <field name="UsrBZDscoOrderCancelAfterDate"></field>                    <field name="UsrBZAknowledgeStatusInDsco"></field>                    <field name="UsrBZShipmentStatus"></field>     

I upgraded my system from 25R1 to 25R2, and I have a snapshot of the old 25R1 system.In 25R1, on the Invoice and Memos screen, when I printed a report, it used the report ID from the Customer Class.Now, in the new version, it always uses the standard ‘AR641000’ and does not pick up any other report.I verified that my custom report ‘AR641001’ works correctly. It also works properly when printing from the SO Invoice screen.

I have a scenario where the several pieces of equipment that need to be serviced and all the equipments are company owned and all in company location not in customer location. We have created these machines as Equipment records. However, when creating a Service Order, I am able to select this Equipment anywhere in the service Order.Is it possible to perform service for company-owned equipment through a Service Order and Appointment?

Hello,             Previously, AP505000 (process payments/print checks) are sorted by Reference Nbr. field. Now, we find in 2024R2 ,it changed to sort by Vendor ID/Vendor Name.             Is there a way to overwrite the default sort ,can we change back to sort by “Reference Nbr.”?             I prefer the way without code modification, that just using the tool Acumatica provided. But, if code customization is a must, please help.

Why does Service Time get deleted from the log when reopened? Specifically, when a person other than the individual assigned to the appointment uncloses or reopens the appointment. Is there a way to keep this from occurring?

Hello Community,Have a small issue - when trying to send an AR invoice we have placed 2 email addresses in the Account Email Field under “Additional Account Info”.  The address are separated by a semi colon ;   I cannot change this to a comma, it defaults to a semi.When sending emails, it will only send to the first email and not both emails.  I have found a couple similar issues here:https://community.acumatica.com/distribution-6/send-po-to-multiple-email-addresses-8956?postid=31480#post31480https://community.acumatica.com/distribution-6/sales-order-notifications-not-sending-to-all-emails-listed-to-send-to-7564 I have looked into both of these solutions, however I’m not sure which BUILD is being referred to in thread one.  In thread 2 removing the field in the “TO” field results in an error saying there is no Email address to send the notification to. Hoping someone may have insight?Cheers,​​​​​​​K2

We are considering changing from Shopify POS to Clover.Is anyone using Clover for POS, and if so is there a preference for which 3rd party connector is used?Thank you

I’m trying to condition a GI to only show shipments that were confirmed yesterday.Originally I was using ShipDate and was able to achieve this by using the following formula:SOShipment.ShipDate Equals =DateAdd(Today(), 'd', -1)But using the SOShipment.ConfirmedDateTime does not give me the same results (it actually gives me no results). 

Good day, I have Generic Inquiry that pulls data from Customer and Activities including email subject.  I have ten different Branches for the time being.  I am going to have more than 100 as some point.  I don’t want to create a different GI and then set them to the individual branch security roles.  The customer are set to Restrict Visibility for the customer account.  We don’t the Branch manager to see the other branch activities.  Any ideas?Thank you.Evam  

I have the following issue with Modern UI:In one package I create a column.In another package I add a field / logic that depends on that column.Everything works fine when I develop Modern UI in Visual Studio — after build, all changes are visible on the screen and work correctly.But when I add Modern UI files into packages and publish them in another instance of Acumatica ERP, I get errors (field/column not found).I understand that this approach is not recommended, but I still need to make it work.Is there any way to handle this scenario? [2026-03-26 14:54:27.199] npm run build failed with output:> screen@0.1.0 build> cross-env node --max_old_space_size=6144 --optimize_for_size --stack_size=6144 --trace-warnings ./node_modules/webpack/bin/webpack -- --env production --env tenant=Company screenIds=AR301000,AR303000,BZ101001,BZ101007,BZ201520,BZ401005,BZ401022,BZ501011,BZ501012,BZ501013,BZ501014,BZ501015,BZ501017,BZ501041,BZ501066,BZ501071,BZIMAGES,CR302000,IN202000,IN202500,IN2030

I’m hoping someone can help us with a workflow hang-up we’ve run into several times. We are a contractor supply store and often place custom orders for customers or drop ship and/or ship material from our location to a jobsite.When we custom order products, we pass the our vendor’s shipping cost along to the customer unless we can add it to one of our normal stocking orders.When we drop ship, we add the shipping expense to the Sales Order.When we ship from here, whether it’s using the UPS integration within Acumatica or LTL freight, we add that expense to the Sales Order. What is the recommended workflow from Acumatica or something that works for YOUR company for charging customers before the exact shipping amount is known? I see a “create pre-payment” button next to the “create payment” button, and when we create payments there are options for “authorize” and “capture.” My understanding of these 4 is as follows - “create pre-payment” - pulls partial funding to be used toward the order

Hi All, Need help currently we are transitioning to the new 2025 R2 of Acumatica, by this I am trying to switch the Classic UI to the Modern UI, but the problem is when I am switching the UI to Modern UI all the customizations are not reflected to the modern UI, especially we have a customized button in Details tab of Opportunity, because we linked the Estimates on the Opportunities that whenever there is a created Estimated with the same inventory id on the details tab, after clicking the calculate price, the system will automatically calculate the price based on the margin code we specified.  Thank you

I am creating a purchase order approval workflow for a client. They previously used Purchase Requests with an approval workflow and are wanting to replace this with Purchase Order approvals.Their Request Approval Workflow conditions are based off Department and $ amount.  Currently it is not possible to setup Purchase Order workflows in the same way, as the Department Entity is not available.Can we add the department field to the Purchase Order header and add the department entity to the Purchase Order workflow?Additionally we would probably get the Purchase Order department field to default to the PO Owner (employee’s) department but they could select any department, as it will not always be the same department as the user who is creating the PO.Has anyone implemented a customisation like this before?

Good day,I wrote the attached WO Import Scenario.  It is said it processed without issue.  However, it not producing the write off document from the scenario.  I think it has to do with the selection/process action not working.Any assistance would be greatly appreciated.Thank you.Evan

There are a built in plug ins for both EasyPost and Ship EngineDoes Acumatica recommend one vs the other ?At one point I thought EasyPost was the go to integration that Acuamtica was developing but I do not see EasyPost set up as part of the Sale Demo...Suggestions?  Only looking at one of these two since the integration is “built in”   

We are adding drawing files for requested customizations to our open Opportunity File.  Once we have the drawing on file, we reach out to the customer for their approval, using create email selecting email template, from the Opportunity file.Is there an easy way to get the file document on the opportunity to be included on the Email being created from the same document, without having to download the file and then import it directly to the email?Surely having to download in order to then turn around and upload to an activity on the same document is not the intending process flow, correct?

I am currently working on printing the Purchase Order in line sequence based on Sort Order instead of Line Number.I attempted to use POLine.SortOrder with ascending sorting in the report; however, the sorting does not appear to be working as expected.Could you please advise if there are any additional configurations required or if there are any limitations with using SortOrder for this purpose?Thank you in advance for your guidance. 

We have a situation where a B2B shopify order gets sync’ed into Acumatica from Shopify.  The order is on terms (IE - Net 30) so no payment records comes with the shopify record.   Shopify order is fulfilled inside Acumatica and Invoice is generated for sales order.  Some time later, customer pays the invoice and invoice is closed in Acumatica but the original order in shopify remains open instead of closed.   Is there a way to close that B2B (Terms) order in shopify when payment is completed in Acumatica?

Hello! The below code is running great in 25R1. It tells the system to look at the UsrQUOTECOST field on SOLine when create a PO through Create Purchase Order. If UsrQUOTECOST is empty, then system should behave the same, if user inputs value in UsrQUOTECOST, then when PO is created, the unit cost field should pull from this udf.The issue I am running into is that when I try to publish this code in a 25R2 tenant, I get the following error: The PX.Objects.PO.POLine FindOrCreatePOLine(PX.Objects.PO.POOrderEntry, PX.Objects.CS.DocumentList`1[PX.Objects.PO.POLine], System.String, PX.Objects.PO.POFixedDemand, SOLineSplit3, FindOrCreatePOLineDelegate) method in the PX.Objects.PO.POCreate_Extension graph extension is marked as [PXOverride], but no original method with this name has been found in PXGraph.And per the 25R2 developer release notes, looks like the FindOrCreatePOLine method was removed. Any ideas around what the alternative method would be to make this code work? Open to any sugges

Hi All,Has anyone successfully used an Import Scenario to automatically convert purchases to Fixed Assets in Acumatica?I have been testing the Convert Purchases to Assets screen with a Business Event + Import Scenario approach. The scenario runs successfully without errors, but no Fixed Asset is created in the end.My understanding is that this screen relies on UI behavior:select the transaction in the top grid the detail line appears in the bottom grid fill in Asset Class and Department mark Create Asset then click ProcessThe reason I am trying to automate this is because I want the FA number to be available immediately when the stock is issued/shipped out. My warehouse team needs to attach the FA code to the item at the time of issue, so I need the purchase-to-FA conversion to happen automatically and the FA code to be created right away during the issue-out process.In my tests, the Import Scenario can run successfully, but it seems the asset is still not actually created.Any advice o

Hello, I created this year over year variance report for qty sold of a stock item. As you will see in the screen shot below, the calculations in the QTY % VAR column are correct. However, the manager would like to see it as follows: Row 1 (for the 021 stock item) the % VAR shows -62.86 (round to 63). He would like to see it as 37% instead of -63%. Is there any way to accomplish this? Here is the formula used for the % VAR column: =IIf(     Sum(IIf(Year([ARTran.TranDate]) = Year(Today()) - 1, [ARTran.Qty], 0)) = 0,      0,      (Sum(IIf(Year([ARTran.TranDate]) = Year(Today()), [ARTran.Qty], 0)) - Sum(IIf(Year([ARTran.TranDate]) = Year(Today()) - 1, [ARTran.Qty], 0)))      /      Sum(IIf(Year([ARTran.TranDate]) = Year(Today()) - 1, [ARTran.Qty], 0)) )*100  

Hello Acumatica comunity,i have many customers. i have a question if somehow i need to increase customer number more than (10digit) 1000000000 + 1. how we can modify or the customerid field to accept more than 10.Currently acumatica with default settings accpets only 10 Digit CustomerID 

Has anyone successfully configured a ShipStation connection with 25R2?  I imported the customization package, entered the configuration in Acumatica, then created a store in ShipStation. I received the message that the connection was successful, but no shipments are imported even for a manual refresh.  In fact, I don’t even see login activity in the request profiler.  The account information and credentials are correct, and I can hit the web service endpoint from Postman to receive shipment details for the date range.  I am working with ShipStation Support, but response time is slow with little helpful information provided.  I’m aware of the currency rate issue that can break the connection attempt from ShipStation if not configured, so that’s not the issue.  I don’t know if it’s a design flaw or a bug, but if you attempt to edit the connection details after setting up a successful connection, the screen is blank.  I’ve repopulated it many times and each time it comes back blank.Here i

Hi,I have an SO Order Type that is Invoice and there is the Mark for PO box, but it is greyed out. I have created a new item with no items in stock and made the replenishment warehouse the same as on the order. There is also a default vendor for that item. Does anyone have a workaround or thoughts?