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Getting this error trying to ENTER AP BILL from the Subcontract.There is no inventory item on the line - so no receipt needed.Line item - closed uncheckedUnbilled quantity and amount = total amount on Subcontract.Close PO Line = By Amount As a work around, we are able to create a new bill and then add the subcontract from the bill. Any ideas on the cause of this error?  Thank you!

Hi! The goal is to default the revision ID field on kit assembly screen to “B,” anytime a user creates a new kit assembly. I was able to default it through customization project, however, each time after I enter the kit inventory ID, the revision ID field clears, and you have to manually select B again. I tried making that field “not required” hoping this would solve the issue but no luck there. Any idea if this is possible to do?Thank you in advance!Revision B is defaulted upon creation:The field clears after you enter the inventory ID:In customization project, I set the default value of KitRevisionID to B. I tried making it not required as well, but upon creation it is still required, after you save the document, the asterix goes away.  

Is there a way to automatically calculate the weight based on package contents (item weight x qty) when processing the packing of packages manually via the Shipment form? I noticed that if I use the Pick, Pack, Ship form or a scan gun (WMS), that the weights are calculated for each package. This same calculation is not working directly in the Shipment form.

How can I get the QR code with a customer payment link onto the printed form of the statement?

This is a duplicate of another topic, but the solution on that topic is not working for me.I have a custom action to open a popup to change the Location ID on the Customer screen, location tab.I have a working popup on the main toolbar.  I want to have this action on the Locations Grid menu.  I cannot get it to show.In the classic screen, the action shows up nicely.This code works for showing the action on the main toolbar:import { PXFieldState, PXView, viewInfo, createSingle, gridConfig, PXActionState,} from "client-controls";import { AR303000 } from "src/screens/AR/AR303000/AR303000";export interface AR303000_AgroShip_converted extends AR303000 { }//action that is showing on the main toolbar.export class AR303000_AgroShip_converted { @viewInfo({ containerName: "Change Location ID" }) ICSChangeLocationIDValueView = createSingle(ICSChangeLocationIDValue);}export interface AR303000_Location_AgroShip_converted extends Location { }@gridConfig({ topBarItems: {

Hi everyone,I’m facing a discrepancy between the Acumatica Browser UI and the Mobile App regarding a DateTime field.The Setup: I have a field defined in my DAC as follows:#region StartDatepublic abstract class startDate : PX.Data.BQL.BqlDateTime.Field<startDate> { }[PXDBDateAndTime(DisplayNameDate = "Date", DisplayNameTime = "Time", UseTimeZone = false)][PXUIField(DisplayName = "Start Date", Enabled = false)]public virtual DateTime? StartDate { get; set; }#endregionIn the Browser: The field displays the exact value stored in the database, which is the desired behavior because UseTimeZone = false.In the Mobile App: The field appears to be converted to Universal Time (UTC) or adjusted based on the device's time zone, even though it should display the "raw" database value.How can I force the Mobile App to display the "Wall Clock Time" (the exact value from the DB) without any time zone transformations, keeping it consistent with the browser's behavior? Is there a specific MSDL (Mobi

Trying out the new generic inquiry as data source capabilities in 2024.Doing a Customer Sales report combining MTD and YTD.Created MTD Generic Inquiry - all good. Month ParameterCreated YTD Generic Inquiry - all good. Month ParameterCreated a new inquiry with the MTD and YTD as data sources however I cannot get it to work when using a Month parameter on the Parent Inquiry.Have tried using it as per release notes (“When parameters in the parent and source inquiry share the same names, the system creates a link between these parameters”) - does not work.Have tried Conditions and even adding it to the relation joins.Has anyone worked out the trick to get this working?

Our company utilizes our Quality Assurance team for Supplier Management. Does Acumatica have any Supplier Management functionality with regards to monitoring specific stock items that are on back order with vendors? Also, is there a way to restrict items to only being purchased from specific vendors, or vice versa (vendors can only sell a specific category(ies) of items)?

I am trying to add the AP - Bills and Adjustments  &  Checks and Payments screen to the mobile app but I can’t get it to show up in the mobile app.I added the workspace to the mobile workspaces screen and the visible button was checked.I added the screens and checked the visible button: Then I went to the generic inquiry screens and clicked the expose to mobile application button  What am I missing that they are not showing up on the mobile end?

I’m trying to create dynamic bill of material calculations based on run quantity. For example, my machine time is dependent on how many I need to produce. Each unit takes 25 seconds. I would like to create my BOM so that all you have to input is quantity, and all the other fields are populated based on that. Any advice on how to do this?

sorry if this was answered, I could not findHow do I import a “Phone Type” for the modern UII tried below and it did not work (nothing shows)related to this how can you see fields codes in modern UI?   

Hello Acumatica Community,Is there a way in Acumatica to default or prefill User-Defined Fields (UDFs) on the Invoices and Memos screen with values from Attributes defined on the Customer Contract?Specifically, when a Contract ID is selected on the invoice, can the system automatically pull the corresponding Attribute values from the Customer Contract and populate them into UDFs on the invoice?​​​​The Values below have been filled manually; I would like the system to prefill the attribute values from the customer contract screen? Kindly suggest if there is any way if it is possible. 

Hello,       We have two customers who share the same boss. Customer A has a payment with some remaining balance, while Customer B has some open invoices. The customer has informed us that they no longer want to issue checks and have asked us to use Customer A's remaining balance to offset Customer B's open invoices.     I cannot simply void Customer A's payment because it has already been partially applied to some of Customer A's own invoices.     What is the best way to accomplish this?

We have some vendors that were incorrectly marked as 1099.  I can update the bills to remove the data in the 1099 Box column, however I can’t do this on a cash purchase.  How can we clear the box on the cash purchase so a 1099 doesn’t generate? 

Hello Experts, i was looking to create a GI to show material planned cost and actuaL cost for production order, i was in doubt that the data which i am looking because values may be calculated value, it may not be stored value. can anyone suggest me your opinion for this.

I have a report designed based on the historical inventory valuation and I would want to introduce a date range parameter instead of using the Period as is with the standard Acumatica forms. I have the report date field selected via the filter but when I run the report on data is extracted.Has anyone worked with an inventory valuation report where one can draw the date parameter range instead of using a period?

I have received this error with currency translation worksheets :  Line #1 has an unexpected CurrencyInfoID or the wrong CuryID of the linked CurrencyInfo entry and cannot be saved. Please report this situation to your Acumatica support provider.

Hello,How to disable or hide the “Tools” menu (top right) for non-admin users in reporting / data views ?We have already tried the following without success: Removing access via roles, including Customizer and other non-admin roles Restricting access to related system screens (Customization, Snapshots, System tools, etc.) Verifying screen rights and form-level permissions in Access Rights by Role (SM201010) Despite these restrictions, the “Tools” menu is still visible for users who should not have access to it (even if they cannot open all underlying screens).Our questions: Is there a standard way to completely hide or disable the “Tools” menu based on roles? Is the visibility of this menu hardcoded or controlled by a specific permission or feature flag? Is a customization required to hide it, or is there a recommended best practice? Any guidance or clarification would be greatly appreciated.Thank you in advance.

How to remove bottom border for my custom field?  

Is it best practice to uncheck the Active box for old per diem schedules or should it not matter since the start/end dates dictate which one populates on new expense reports anyway? (The problem with making them inactive is when you go to look at old expense reports, the location description disappears in the upper section and you have to go to the per diem tab to see it.)

Does anyone know what the limitations are when creating a pivot table from a generic inquiry in 2025R2? I’ve reviewed the help file on https://help.acumatica.com/ but it does not mention limitations.  It appears that I can make a pivot view from one of the Generic Inquiries that ships with Acumatica (eg BI-ARInvoices).But once I create my OWN Generic Inquiry, I can’t seem to get to the configuration screen after attempting to do the below steps. I wondered if the pivot wouldn’t work with a generic inquiry that had aggregate functions, so I removed the grouping and the COUNT and SUM functions from my query to get a more flat result set.Even doing that, after clicking Create (step 4 in the image) , the screen does not respond. The configuration screen never appears.The source Inquiry, for reference, is exclusively pulling from the ARInvoice DAC.No Aggregate No Grouping Thank you for any ideas!

Hello, I generated a Purchase Order for a Production Order from the Critical Materials screen. I can clearly see the demand with the Production Order # listed on the Purchase Order. I wanted to know if there was a way to receive the Purchase Order and directly issue it to the Production order from the receipt screen. In our legacy ERP, we were able to buy directly to Production Order without having to receive it into inventory and then do a material transaction like in Acumatica. I’m looking for some way to lower the amount of steps that it takes to purchase and issue out items to a production order for our team. If you need more context let me know. 

Hi AllI’m looking for some advise on the best path to take to update a database an re-deploy an Acumatica instance.My scenario is as follows:The deployment is PCS, it was initially started with a database, let’s call it ‘DB’ and Acumatica 2019R1. There was then a change in company and it was decided to create a new database, let’s call it ‘DB2’ and we deployed Acumatica 21R2.‘DB’ and ‘DB2’ are hosted on the same server, let’s call it ‘SRV1’‘DB2’ and the Acumatica instance were then upgraded over the years and we are now at 25R1 and ‘DB’ was left as is with 2019R1 for archival data. The 2019R1 instance can still be accessed as the site files still exist. Currently, 2019R1 is not able to be supported on any modern browser so the database - ‘DB’ will need to be upgraded.I can spin up a server to accomodate the upgrade of ‘DB’ from 2019R1 to 25R1 as I have the various Acumatica installers required.Where I would need clarification is when I have to restore ‘DB’ to ‘SRV1’ and deploy a new in

I want to change the Invoice main document view and add a condition with a join so that I select only those invoices that belong to the branch set as the current logged-in user’s DefBranchID in UserPreferences.

Trying to add Approval Map to Credid Memos