Solved

Has anyone ever created a new workflow or a customization (I don’t believe there is native functionality) to allow a drop-ship PO to be generated from a Project Sales Order or Transfer Order instead of only the normal SO (Sales Order)?For projects and material staging (in the warehouse and on-site) we won’t be using the regular SO due to not needing to invoice the customer as this will all get invoiced through field service or projects. The ultimate goal is to not have to make a drop ship PO from scratch, as it is important to be linked and generated directly from the order.

Hi TeamI have a couple of observations related to the Modern UI behavior:1. Dead Stock Screen – Grid Field (Item Class)In the Dead Stock screen, we added the Item Class field at the grid level using ASPX customization, and it works correctly in the Classic UI.However, in Modern UI, the field is not appearing.I attempted to extend the TypeScript file as below, but unable to extended.import { PXFieldState, PXFieldOptions, placeAfterProperty } from "client-controls";import { INDeadStockEnqResult } from "src/screens/IN/IN405500/IN405500";export interface INDeadStockEnqResultExt extends INDeadStockEnqResult { }export class INDeadStockEnqResult { @placeAfterProperty("InventoryItem__Descr") InventoryItem__ItemClassID: PXFieldState<PXFieldOptions.CommitChanges>;}2. Stock Item Screen – Required Field AsteriskIn the Stock Item screen, we have a custom header-level field marked as Required = true in the DAC.In Classic UI → the red asterisk (*) is displayed correctlyIn Modern UI → the aste

Hi everyone,I’m looking for advice on the best and safest way to purge data from Acumatica. Specifically, I’d like to remove older transactional records (such as Sales Orders, Invoices, and GL entries from past years) that are no longer needed for daily operations.I understand that transactional data often links back to the General Ledger and other master data, so simply deleting records could cause imbalances or impact historical reports. So we want to be extremely careful. Has anyone successfully purged old data while maintaining data integrity and proper audit trails? Are there any built-in tools, best practices, or third-party solutions you’d recommend? Is it better to archive certain data instead of deleting it entirely? If so, how? Any steps or precautions to take before doing a purge (such as closing financial periods or exporting data)? Thanks in advance for any guidance or experience you can share!

Hello Acumatica Community,I'm reaching out to inquire about the best practices for migrating historical data from Sage 300 to Acumatica. Given Sage's significant presence in the market, it seems logical that Acumatica might have developed a user-friendly method for this data transition.From my research, I've come across "Import Scenarios" in Acumatica. Could anyone confirm if this is the recommended approach for importing historical data?Additionally, I'm curious about any potential limitations regarding the types of data (especially transactional data) that can be migrated from Sage to Acumatica. I've encountered varying opinions from different consultants, which has led to some confusion and concern.I would greatly appreciate any insights or experiences you could share regarding this process.

Is there a field where the open PO cost amount is stored, both at the line and order level?  We issue a lot of PO’s that have multiple receipts and I haven’t been able to easily run a report that shows open amount by line as well as the order total.

Hi all,I have a simple report that has a parameter date range, StartDate (defaults to @MonthStart) and EndDate (defaults to @Today). This reports sums the total of orders for that range:=sum([ARTran.NetSalesAmount])The filter is a simple range like this:(ARTran.TranDate >= @StartDate and ARTran.TranDate <= @EndDate)But now I’ve been tasked to turn this into a 6 year range… essentially, A-F date ranges.I thought I could use something like this for the other ranges to pull the numbers:=Sum( IIf( [ARTran.TranDate] >= DateAdd(@StartDate, 'y', -1) AND [ARTran.TranDate] <= DateAdd(@EndDate, 'y', -1), [ARTran.NetSalesAmount], 0 ))But nothing pulls… and I realized it’s because my primary filter is still set to >=@StartDate and <=@EndDate.At this point I’m just confused. I’d prefer to just have one data range parameter and then base the other 5 off the primary (-1 year, -2 year, etc). But it might be simpler to just have 6 date range parameters and wire that up (

Hello,I was wondering if there is a way to set up the security so a user group can place an approved expense claim on hold to edit and then resubmit on the employee's behalf.Thank you,KT 

I am having issues with a selector field on a smartpanel. It has the right values when i click the eyeglass, but when i select one, it comes up and then disappears. any ideas on what i did wrong? #region Customer [PXInt(IsKey = true)] [PXUIField(DisplayName = "Customer")] [PXMergeAttributes(Method = MergeMethod.Merge)] [PXSelector(typeof(Search5<BillOfLadingLine.customerID, LeftJoin<BAccount, On<BillOfLadingLine.customerID, Equal<BAccount.bAccountID>>> , Where<BillOfLadingLine.truckNbr, Equal<BillOfLadingLine.truckNbr.FromCurrent>>, Aggregate<GroupBy<BillOfLadingLine.customerID>>>) // , typeof(BAccount.acctCD) //, typeof(BAccount.acctName) // ,SubstituteKey = typeof(BAccount.acctName) )] public virtual int? Customer { get; set; } public abstract class customer : PX.Data.BQL.BqlInt.Field<customer

Has anyone else noticed this new limitation in 26R1?  I can’t have a local copy of Acumatica ERP and Acumatica Tools installed on the same computer?  Does anyone know why this limitation has been introduced?  As a partner and consultant, the need to have both installed locally is important for multiple reasons. 

I have a business event set up to send an email notification when the Release action is done on inventory receipts. Every time the release is being clicked, it is triggering the business event twice, so duplicate emails are being sent. Why is the event triggering twice?Below is what my business event looks like and the log showing the duplicate triggering. 

Hi all, if I create a customer via the UI or the API the CreatedDateTime is always 5/15/2024.  I would like it to be the actual date.  I have not customized the screen or process at all. Is there a setting for this? Thank you

I would like to create a consolidated P&L for two tenants, but exclude sales between tenants. More specifically, tenant A sells to tenant B, but that revenue shouldn’t be considered. Can the row set exclude revenue for a specific customer?Any suggestions are appreciated.

How can I set up a consolidated report to eliminate intercompany transactions between Company A (Branch AA) and Company B? I attempted to use the Consolidation in Acumatica but couldn't get it to work. Any advice on what I might be missing? Thank you for your support!

I added a custom field to store the internal company in both the Item Classes and Landed Cost Code screens, using the same approach in both cases. I also added a selector to choose the company.In the Item Class screen, the selector works as expected and displays the available company list. However, in the Landed Cost Code screen, the selector is empty and does not show any values, even when logged in with the same user.Following is the code public class LandedCostCodeAccessRestExtP : PXCacheExtension<PX.Objects.PO.LandedCostCode> { #region UsrInternalCompanyID [PXDBInt] [PXUIField(DisplayName = "Company ID")] [PXSelector(typeof(OrganizationBAccount.organizationID), typeof(OrganizationBAccount.acctCD), typeof(OrganizationBAccount.acctName), SubstituteKey = typeof(OrganizationBAccount.acctName), DescriptionField = typeof(OrganizationBAccount.acctName))] public virtual int? UsrInternal

I've set up a Unit Set hierarchy for consolidation, where Company A is the parent of B and C. Based on the documentation, Company A should show the consolidated data of its sub-units. But when I run the report for Company A, it’s not totaling B and C correctly. Is there a specific setting in the Unit Set or Report Definition that I might have overlooked?  

Is there a way or something I am missing that will not show discounts on the line or document level to select if they are expired, a sequence doesn’t exist, or the sequence is marked as inactive? We have old discounts codes we don’t use anymore and even if I have deleted all sequences or inactivated all sequences they still show up to select on sales orders. There is an error when selected, but we don’t want these to even show.

We are implementing a custom WMS scan mode in the Receive Put Away screen to print labels automatically after scanning a PO Receipt, Inventory Item Requirement:We need to print labels silently (without opening the report UI) using Device Hub when the user scan the Item. Environment:Version: Acumatica 2025 R2 (25.200.0248) Module: WMS (Receive Put Away)  Code is : using System;using System.Linq;using System.Collections;using System.Collections.Generic;using PX.Common;using PX.Data;using PX.Data.BQL;using PX.Data.BQL.Fluent;using PX.BarcodeProcessing;using PX.Objects.AP;using PX.Objects.IN;using PX.Objects.IN.WMS;using PX.SM;using PX.Objects.Common;namespace PX.Objects.PO.WMS{    using static PX.BarcodeProcessing.BarcodeDrivenStateMachine<ReceivePutAway, ReceivePutAway.Host>;    using static PX.Objects.IN.WMS.INScanWarehousePath.ScanPathMode;    using WMSBase = WarehouseManagementSystem<ReceivePutAway, ReceivePutAway.Host>;    public class ReceivePutAwayExts : ReceivePutAway.

Our Item Class has two levels, for example: 01-01, 01-02... 10-01, 10-02, 10-03... 90-01, 90-02.In reality, there are spaces in the value, the actual format is like 01 -01, 01 -02, etc.In the Report Designer, I want to group data by the main Item Class. I used this expression in the Group settings:=Left(Trim([InventoryItem.ItemClassID]), 2)Strangely, most Item Classes are grouped correctly, but 01-01 and 01-02 are still split into two separate groups.Moreover, I tested the condition Left(Trim([InventoryItem.ItemClassID]), 2)='01' and it returns True for both records, which is very odd.What is the cause of this issue? Or if I need to group by the main class, what other methods can I try?

What We Are BuildingWe have a customization on the Cases screen that adds a Sub Tasks grid using PXGridWithPreview. Each sub task has a ChatLog field (PXDBText) that stores an HTML chat-style log, and a MessageText field (PXString, unbound) for the user to type a new message. A Send button appends the message to ChatLog and saves it to the database via a PXAction.The preview panel shows the message input (PXRichTextEdit) and the chat log (PXHtmlView) below it.The ProblemAfter clicking Send, the ChatLog in the database updates correctly. However, the PXHtmlView displaying ChatLog in the preview panel does not refresh — it still shows the old content. The user has to click away to another row and come back to see the updated chat log.What We Have Already TriedServer side:CaseSubTasks.Cache.Clear() and CaseSubTasks.Cache.ClearQueryCache() after save Re-fetching the record via PXSelect and reassigning CaseSubTasks.Current CaseSubTasks.View.RequestRefresh()ASPX side:RepaintControls="All" on

Hi! Is it possible to create a business event directly in the customer portal?I have access to the business event screen in the portal, but the screen looks a lot different from what it is in the ERP. I also don’t see the question mark icon at the top that usually takes you to help documentations for the screen. Can someone explain to me how business event works in the portal and how to create/run one in the portal please? Thank you! 

I have a tenant with multiple branches and I need to restrict certain users so they can view Sales Orders belonging to specific branches.Could anybody guide me on how to properly configure this restriction?After login, the user should only be able to see Sales Orders related to the assigned branch(es).I would appreciate your help in setting up the correct configuration. 

Hello,I was tasked with creating a DSO inquiry for us to use. After building one myself (see XML attached) I found one our VAR created (also attached). Here’s where i came across a few issues.Mine is built off of invoices and memos from the ARInvoice module. To get this to line up the same as how the VAR lined up theirs I had to group and SUM all of my invoices. All numbers line up except for 04-2026 invoices. I assume those will match up once we close out the period since all past period match exactly. (i verified these numbers by going to the AR module and filtering by only Invoices or credit memos and matching total at bottom of page)None of then numbers on the one that the VAR created match the one I created nor do they match what the AR module says when i filter down the types. Their DSO equation also seems to be broken beyond my knowledge to repair. That or it’s missing something or seeing a zero i don’t in order to pull in a NULL value. I’d like to get some more smarter eyes on

Good morning all,I am posting to inquire if anyone has seen if the Acumatica portal can tie to the Field Services module for like payments, services, appointments, etc. Does anyone know if its possible and if so does anyone have evidence showing it running? Thanks in advance all.

Hi there,System prompts a warning message “Last Name or Account Name (or both) should be filled in.” when we execute import for leads in LIVE tenant.Appreciate if you guys could assist on this matter. Thank you in advance.  Here's the screenshots of the data provider and import scenario profile.Data Provider Import Scenario Leads screen  

Hi Acumatica Developers,If i have a field which is in several screens(say 10 screens). Instead of having 10 graph extension to implement custom logic.Can i extend PXGraph like class “MyClassExt: PXGraphExtension<PXGraph>” and have events to implement my custom logic? Will there be any drawbacks with performance , locks, etc. ?