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Hi community, I am trying to setup a few financial reports to email weekly out of the system, and I know I need to save the template and then schedule the template. The issue I am running into are the financial period parameters. Is there a way to set a template that dynamically pulls in the current financial period so that I can then put that template on a schedule? Otherwise, I don’t see a way around having to create a template for each period which wouldn’t work in the long run. Thank you,RJ

We’ve found a part on Create Purchase Order suggesting a order of 50 parts under IN Replanned. However, this part already has 88 units in stock, and SS is 10 and Reorder point is 20. Why is this part appearing here, and what does IN Replanned even mean?

Hi,We would like to disable the access to the (+) button for manual addition of new lines in Purchase Receipts. All lines should be linked to a PO.However, we do not want to take away the (x) button for deleting lines, since the Purchase Receipt may require amendments after being created from the Purchase Order.I have not been able to disable the (+) button without also disabling the (x) button, as the Delete access right also gives access to creating new lines. Any ideas on how to implement this restriction?

public class BZCustomerAttribute : CustomerAttribute{ public BZCustomerAttribute(Type search) : this(search, typeof(Customer.acctCD), typeof(Customer.acctName), typeof(Contact.phone1), typeof(Customer.primaryContactID), typeof(Customer.customerClassID), typeof(Address.addressLine1), typeof(Address.addressLine2), typeof(Address.postalCode), typeof(Address.city), typeof(Address.countryID), typeof(Location.taxRegistrationID), typeof(Customer.curyID), typeof(Contact.attention), typeof(Customer.customerClassID), typeof(Customer.status)) { } private readonly Type[] _fields; [PXHidden] [PXProjection(typeof(Select<Contact>))] public class Contact2 : Contact { } public BZCustomerAttribute(Type search, params Type[] fields) { Type genericTypeDefinition = search.GetGenericTypeDefinition(); Type[] genericArguments = search.GetGenericArguments(); Type type; if (genericTypeDefinition ==

I am trying to find out how to provide specific rights to user roles to allow them to create drilldowns just for their account. How can I do this?

i have an issue ..only the header of the shipment is imported without lines.Any help please ! Attached you could find the scenario.Version : Version 21.2.2303.133 [21.213.0038]Thx in advance.

Hi All, I have a scenario where GL journals have to be exported and imported in another ERP system. after the export we would like to mark these lines as being imported so they can be obvious on a GI. I can’t work out how to get the import scenario work using the same key module, batchnumber and line numbers. any hint would be much appreciated. What am I missing here ? error is not telling me muchThank you 

Hi, I am trying to update the numbering sequence for the Projects screen, but I am running into the error shown below.  Here is what Segment 1 looks like. Is there anything that jumps out at you to justify why the above error was complaining about the format? Also, if I was to make a change to any of the attributes in the segment grid, I get the error that is shown below. Does this mean that I can’t make changes to this without making changes to the children first?  Let me know if you need any other information. Kind regards,Andrew

In all the Sales Profitability Reports there are two flags to choose: Released Transactions Only and Completed Transactions Only.Released Transactions Only is easy to understand as it will display only released invoices or all invoices regardless they are released.My question is about Completed Transactions Only. What does actually mean completed transactions? I thought it was closed invoices but, based on the testing I did, it does not seem it is that.  

Hi,  I am adding a pop up note in one of the customer.  Should this pop up note can also be displayed when creating project?Currently it does not show the pop up note and wondering if this is just normal not showing up in creating project.  Thanks 

Hi, I’m trying to create a current time with =Now() and =NowUTC() for the UK time zone but GI gives me the same result for both functions. system not calculate daylight savings.I ran the GI at 11.40 am local time but GI gave 10.40 am for both =Now() and =NowUTC(). Please help to fix this.Thank you.Desh

Hi Community,I created a custom Acumatica screen, and I wanted to restrict users from deleting records.However, in my custom screen, the Delete action was not listed, so I couldn’t control it through access rights.

Hey everyone! 👋Quick question — what's the exact navigation path to access the tool Customization Project Editor in Acumatica?For context, I need to open and edit my customization projects, manage access rights, generic inquiries, and other project components.Could someone share the step-by-step menu navigation?Thanks in advance! 🙏

Hello Experts, I am unbale to figure out how to view the total number of production order with ageing category. I Tried creating GI but still facing problem how to group .Please let me know where am i missing .So my output result should look like:- 

Dear All,We are following the consigned inventory process in this articlehttps://www.acumatica.com/blog/how-to-implement-consigned-inventory-part-1/ the default setting for the transfer receipt is transferred type 2-step, which means we have to create a Purchase Receipt for that transaction.is it possible to change it to 1-step? It means skip the step creating Purchase Receipt and auto release transferThanks in advance.Yên Chi

We are experiencing issues with push notifications firing successfully but not being received on the mobile app. This was first identified when our clients wanted to enable multi-factor authentication, and upon investigating, we found that in our demo environment we could successfully create notifications but we didn’t receive them either. Here is a test notification I created that fires successfully, but no notification is received. We tested with multiple mobile devices, all with the notifications turned on for the Acumatica app, but nothing is received and the system shows no errors??   

I’m trying to pull in the date and time a Sales Order was created for some metrics for my shipping department.  They have a cutoff time, where and order entered before the cut off time should be shipped same day.  When I look at the SOOrder table, it looks like I should be able to use SOORder.CreatedDateTime, but in the GI, I only see the date, not the time.  Is there a way to make the time exposed.  And maybe even better, a way to split the date and time?

Hello morning guys,Is there a way to configure the access right by screen by disabling the delete button in header document and enabling the delete button in the line document? Is that possible?The screen ID is CA304000.Thank you in advance.  

Hello, is there a way to change the Shipping destination Type under Requests? Currently it seems to default to Branch, we’d like it to default to Warehouse. Is this possible?” Thank You!

I am building a GI to track OutOfStocks from sales orders, but have gotten stumped on the inclusion of the sales order pop-up notes. (We track our OOS via notes, since the backordered SKUs get removed from shipment and then cleared out so the backorder status etc is not able to be tracked for just those SKU as it gets completed still.) It seemed like I only need PX.Objects.SO.SOOrder + PX.Data.Note, but when I access those note text fields it is not correct. When I use “inspect element” it doesn’t work on the open popup, only clicking the note symbol which only gives me “NoteShow”  Per the screencap above, I’m trying to get “OOS 183889” to show in the GI, but I can’t seem to target THAT note field.Note.NoteText pulled in the origin sales order notes from the external system and/or AP, not the notes in the pop-up record in Acumatica.Note.NotePopupText found no text to display, even though I can clearly see them on the sales order.Is this the wrong table? Here are my settings: Thank you

Acumatica does not allow us to apply a 2nd Prepayment against a Balanced Invoice if a Prepayment  already transferred to the Invoice from the Sales Order.Here is our process:Create SO Apply Prepayment of 10% to SO Create Balanced Invoice (do not release, we have to wait until our customer picks up the product to release the invoice) - Acumatica automatically pulls the SO Prepayment over to be applied to the Invoice. When customer makes final payment prior to picking up the product, we want to apply a 2nd Prepayment against the Balanced Invoice - Acumatica does not allow this (I found a quirky workaround that if you temporarily unapply the SO Prepayment from the Invoice, apply the 2nd Prepayment, then reapply the SO Prepayment, it will allow you to apply both Prepayments).  The reason we use a Prepayment for the final payment prior to pickup is because we have situations where a customer makes a final payment but doesn’t pick up until the next month.  If we would use a ‘Payment’ type tr

I have created a Daily Order Entry report to compare January 2025 and January 2026 side by side.My requirement is to group the data only by Day (1–31) and combine both years into a single row per day.In the report I have attached when I apply the year filter then in 2025 section I am getting the 2026 records as well and vice versa for 2026I have already: Updated the grouping conditions Modified the date field formulas Adjusted sorting Has anyone faced this issue? What is the correct way to group by day only and compare two years side by side without getting duplicate rows?I am attaching the screenshot and report file for reference.Thanks.

I have a strange problem that bugged me for ages. For certain records there is a mismatch with the number of attached files vs the count of files. In the example below, you can see it has one file, but states two for the count. I’ve come across a similar thing in the Companies screen on the Visualization Tab, where the Logo File file URL has remained. In this instance, it is fixed by clicking Upload, which ‘nulls’ the path name due to no file being there.In this example though that little trick doesn’t work. Please, any advice would be great, as it is confusing to see a file in the screen, but have no actual linked.

We have items we stock and count in whole eaches. We buy those items in pounds. Pounds can be a smaller unit than eaches, but we don’t want partial eaches in stock. We had our Company’s Quantity Decimal Places set to 0 and this worked fine. We assumed the risk of minor rounding errors during receipt, they never caused a problem.Recently we increased our Company’s Quantity Decimal Places to 2 to support other items. Now we cannot receive parts in pounds unless we uncheck the Divisible Base Unit box, but we don’t want partial eaches in stock. How can we get the system to round like it did when we had Quantity Precision at 0? 

Hello, with Entra ID SSO, if a user attempts to log into a tenant they don't have access to, Acumatica will create a record in the Users table for that user with no roles assigned.  They will receive an error and are unable to log in, but the user creation is a compliance issue for some clients.  Is there a way to prevent this from happening?For clients with SOC 2 Type 2 and other security certifications, how are you managing this?Thank you,