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It seems that the attributes I’ve created are not listed in the Schema and Data field drop down list when selecting a field to do a Group by in the Grouping tab.  We’re able to pull in the attribute field to the Results Grid, but just not the Grouping tab. I also tried hardcoding that field name in there but got an error.   

Does anyone have insight on why our Bank Feed Transactions are progressively being available later and later? If I remember correctly, when we first started using Bank Feeds, yesterday’s posted transactions from the bank were available early the following morning. Now, they’re not available until after 1-3pm PST, and sometimes even later than that.We’re on 2025 R1, upgrading to R2 in a few months, using Plaid for the connection to Chase Bank.I’d think Plaid would be able to grab the transactions as soon as they’re posted in the bank.

Hi all, i need to add ship to section to project.I try thispublic class ContractExt : PXCacheExtension<Contract>    {        public static bool IsActive()        {            return true;        }        #region UsrShipContactID        public abstract class usrShipContactID : PX.Data.BQL.BqlInt.Field<usrShipContactID> { }        [PXDBInt]        [PXSelector(typeof(PMShippingContact.contactID), ValidateValue = false)]        [PXUIField(DisplayName = Messages.ShippingContact, Visible = false)]        [PMShippingContact(typeof(Select2<Customer,            InnerJoin<PX.Objects.CR.Standalone.Location, On<PX.Objects.CR.Standalone.Location.bAccountID, Equal<Customer.bAccountID>,                And<PX.Objects.CR.Standalone.Location.locationID, Equal<Customer.defLocationID>>>,            InnerJoin<Contact, On<Contact.bAccountID, Equal<Customer.bAccountID>,                And<Contact.contactID, Equal<Customer.defContactID>>>,  

We recently upgraded to 2025 R2, and I attempted to export data to Excel. Although the system indicates that the operation completed successfully, the downloaded file does not appear on the screen. I also checked my Downloads folder, but the file is not there.  

I’m wanting to be able to setup what is a “Shared Mailbox” in Office 365 as a system email account.I’ve found this post that says it is possible but I’m not sure how the authentication would be setup as a shared mailbox doesn’t have a ‘password’ and is accessed via another user logged in who has permission.. How We Process Email Inside of Acumatica: Start to Finish (cs3technology.com) I’m assuming it would have to be POP3 and not IMAP potentially?

Hello. I am in the process of setting up email profiles for employees so they use the native email function to send emails from Acumatica via the templates.  Question: Can you create a user profile for an employee, but use a shared email address. I want to have our customer service group all have the same email address attached to their profile so when a SO is ready to be sent via email that they are all sent via the customer service internal shared mailbox address vs their own personal. I considered having the “To” be from the shared mailbox , however I didn’t want to do that because I have sales persons who will need to send the SO from the email function but want it to come from their own personal. ( setting up a personal email profile and having this work I have had success already so it just the shared question setup). Has anyone ever been able to do this ?? Thanks 

Hello everyone,I’m trying to find the best and most performant way to get the average purchase price for an inventory item from a specific vendor, based on a user-defined time frame (last 3 months, last 12 months, or all time).For the last purchase price, it’s easy — the value is already stored on POVendorInventory.But I need the average price from actual purchases, not just the last one.Supporting a custom date range is my main requirement. An all-time average is not strictly necessary, but would be nice to have — and I want to make sure the query still performs well even if that option is included.Thanks a lot for your help!

When using Report Definitions for a consolidated report for Parent Company A, how can I eliminate transactions between subsidiaries B and C to avoid double-counting values?

Hi,I came up with following issue when trying to confirm the shipments. The behavior and the re-creation steps are as below.The following dialog box appears when confirming the shipment.This can be re-created with the following steps.Create a sales order with an existing configuration version and produce the item. Once the item is produced, create the shipment and do not confirm the shipment.  Create a new configuration version for the same item, and inactive the previous version. (one used to produce the item which is in shipping) Change the default configuration ID in the manufacturing tab of the stock item to the latest revision. Now try to confirm the shipment and you will get the above message. Once the dialog box is populated, the Yes or No buttons does not process the shipment and keep generating the dialog box. This can be eliminated if the default configuration ID of the stock item is cleared. Once cleared, the shipment can be confirmed without above dialog box. I’m trying to

Quick Search in GI looses results when you go into a record an then exit back out.  We are using 25 R2.  We have noticed this on miultiple screens.you have to renenter or change the search criteria to get the results back.  Has anyone else noticed this?

Hi there, We just updated our Acumatica version and I’m trying to figure out what the “Project group” is for in the Projects screen. I can’t find anything in Acumatica Resources. Could you let me know how we should use it please? Thank you!   

Hi all,In Acumatica Accounts Receivable → Print Statements processing screen, the system is not processing when a large number of records are selected using the Process or Process All buttons and throwing the attached error. This issue occurs specifically in the Modern UI.I attempted the following troubleshooting steps in my dev environment, but the issue still persists: Modified the maxAllowedContentLength and maxRequestLength properties in the Web.config file Modified the Maximum Query Length setting at the IIS level Any input to help identify the root cause and suggest a solution or recommended configuration to handle large record processing in the Modern UI? Thanks in advance! Premalatha N

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. 

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