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Hello, I have created a new attribute for customers which will show their shipping account number (no carrier plug ins are used). I would like to add this to the shipping tab (or create an attribute tab) in Sales Orders. Is this possible?  

Context:  We are matching purchase orders to vendor bills based on the amount. Since we are not implementing the inventory, we are not using the purchase receipts. The items used are non-stock items.Scenario: In our purchase order, we have a single line item with a quantity of 1 and the full amount entered. Our goal is to perform partial billing. We attempted to create a bill against the purchase order and tried changing the unit cost, because the Amount field is not editable. After releasing the bill, the Purchase Order status changed to Closed (cannot do any AP bill) . When reviewing the PO transaction details, the Billed Amount is shown, but the Unbilled Amount is not.  Question: Are there any steps we may have missed? Is there a known workaround  for this scenario?  Thank you in advance and appreciate your help.   

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 

Good day, we updated our item weights from pounds to KG and volume to CBM,  Currently our open PO count about 800.  I would like to a suggestion on how we can update all of them at once without have to open each one, recalculate and then close.  Anyone ideas.  Right the PO if not recalculated after open has the weight and volume from when it was created.   Thank you.Evan

On the Requisitions screen, you can select a PO Type and create a PO from the requisition.  I want to add the same Project Drop-Ship option that is available on the Purchase Orders screen to the Requisitions screen.  I’ve added the Project Drop-Ship option to the DDL.  When I go to Create Orders, it fails (obviously) because there is no project ID on a requisition.  I added UsrProjectID to the RQRequisition table.  I clicked Create Orders after selecting my custom DDL item and it looks like the code is “trying” to do what I want, but the Project ID is not provided to action.  My thought is that I can override the Create Orders to provide the custom Project ID field I added.When I look at the code for Create Orders, all the methods that do the work to create a PO are protected.  It looks like I would have to practically rewrite the entire code base just to do what I am trying to do.I think I can do an override on a protected method, but before I dive into copying 1000 lines of code, I’m

Hello:We’re looking at the feasibility of converting to modern UI in production when it leaves the Beta.I’ve ran into several interesting things, but one that feels concerning in the long run.  It is common in our custom code to have DAC’s with properties decorated as the following example: [PXFormula(typeof(Selector<MyCustomClass.vendorID, Vendor.acctName>))]In classic UI, these formulas are calculated correctly as soon as the DAC is exantlated (as expected?).However, in modern UI, the above PXFormula is never calculated (verified with a break point put on an explicit setter).  This was a bit of a surprise as we were tending to approach the UI as being two different display layers - ‘views’ - built on top of the underlying model and controller.  Is this a bug?​​​​ If not a bug is the construction we are using deprecated or invalid and only working unintentionally? is there a property in the PXFormula that would make this work? If not can you suggest an alternative approach?We se

Hello,Hoping this is an easy one, I am trying to set/change the “From” to something other than Default on templates.  When I hit the magnifying glass, the only option is Default.  Is there something I need to change to allow the selection of another email account?  I have created email accounts for all users as well and still only get Default as an option.  

Has anyone created a quote process in the service module?Quote to sales order is working well in the main system, but I am struggling to make the same duplicate process for quote to service orders. Help please

Details on Lot number attributes to use this for the Supplier Serial Number.You can add attributes for an item of a lot or serial classThe Lot/Serial Details, ScreenId=IN2096PL Show the Lot number and Manufacturing number.The value of the attribute is only visible when you select the Inventory ITEM, Lot/Serial Details Screen.All other Attributes is visible on the CS Answer DAC. I am not finding the Attributes for the Lot Serial number and need to print this number on a label.How do we access the values?  

We have found that the Mass Change form erroneously converts the UOMs in the BOM to the base UOM instead of leaving it as it was.  This is catastrophic for us who use UOM conversions on our Raw Materials that are defined as a 20’ EA on the Stock Item, but in the BOM we consume IN (inches).  In the below example the BOM was erroneously changed to consume 272.00 EA (272 20’ pieces) instead of 272.00 IN (inches).Anyone else out there that has experienced this? 

I have created a generic inquiry to track the last time stock was counted (this is to identify items that have not recently been counted).  It works well until I activate the parameter for warehouse.  If the user captures a warehouse, the parameter value automatically becomes cleared after you capture it.  Has anybody experienced this before?  I’ve attached the generic inquiry.Version:  2024R1Build: 24.109.0016

I have setup a restriction group for a warehouse based on a service technician. In native Acumatica if I go to the service order or appointment, click details tab and add an item all I see are those stock items that are associated with that warehouse no other items or warehouses. If I go to the app, and do the same thing in an appointment I see all items, it looks like the warehouse restriction group does not work in the app or I am missing something in the app setup. Any help is appreciated. Thank you to all. 

I have a business event that gets fired off a GI and I'm running across a issue that the event won’t fire because it says the ScreenID for that particular GI is not available in the system monitor. I have re-created that GI and given it a different screenID but that GI still won’t fire.I have checked the sitemap to confirm that GI is showing up and it is. I can run that GI without any issues or the newly created one with zero issues and my results are displayed.Is this a bug in a older version of Acumatica or any other recommendations?ContextScreenId = GI992709ContextUserIdentity = adminCurrentCompany = CompanyNameEventID = Scheduler_SchedulerThrewExceptionEventIdSourceContext = SchedulerException =PX.Data.PXException: Error: This generic inquiry does not exist anymore.   at PX.Data.PXGenericInqGrph.PrepareCaches(String id, String name, Dictionary`2 parameters, Boolean fetchSchema)   at PX.Data.PXGenericInqGrph.CreateInstance(PXSiteMapNode node, Boolean fetchSchema, String prefix)   at

Hi, I am trying to setup an Adobe eSign in MYOB Acumatica instance by following this link MYOB Acumatica Adobe E-signI have already set the configuration in the Adobe side. But unfortunately, I couldn’t find the eSign in MYOB, and when I check it in the Access Rights by Licence Type, it is Revoked for all Licence Types.  How can I access the eSign functionality?

Hi Team, Please refer to the photo of issue I'm having with acumatica App. Fails to open work order says not connected to server. I have closed and reinstalled the app. 

Hi,I’m publishing an eSign customization package in a sandbox (version ). The process validates successfully, then gives the following error on publication. Everything publishes OK without that package selected. What does it mean?[2025-04-22 23:34:06.571] 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=[REDACTED] screenIds=SM202510Publishing customization FAILED

We are trying to use the features of CRM and are stuggling to set up a Marketing Campaign. We are attempting to use CRM to market to existing customers and to prospects.  We have taken on a new product line and will sell the new product line to both existing customers and to prospects that we have not sold to.  We think we should treat both customers and propsects as “Leads” for this new product line. Is that correct? When we add customers and prospects to the Members of the Marketing Campaign, do we add them as a “Lead” or as a “Contact”? Any guidance is greatly appreciated.

Hello experts, Does anyone know how I can have the GI defaulted to a specific tab programmatically when it is executed? I have a GI that I am running it through an action with some default parameters. The GI has a PivotTable on it called “Employee Activity by Day” displaying Employees in Rows and Days of the Week in Columns. I would like when GI is executed through the custom action, is defaulted to this Pivot Table instead of the granular time activity of the default result tab.How can I do that?​@Dmitrii Naumov 

We are updating our products and would like to remove large groups of stock items from their associated template IDs, modify the Item Class and Template Items, and then re-attach the stock items to their updated TemplateIDs.  We understand how to associate products to the template IDs, but cannot determine how to delete the Template IDs from each Stock Item to remove them from their templates. We have tried setting the value of the Template ID = NULL, = (nothing) , and =String.Empty .  Does anyone have some pointers on how to remove these via import scenario? Patrick 

I am trying to create a printable report with  Service Contract information. I am specifically trying to filter the data in the FSContractPeriodDet table by CreatedScreenID. I am able to filter this data from EDIT REPORT after the report is open, but I can not get a filter to work for this directly in the report it’s self. The ScreenID I am trying to filter is FS.30.57.00. I am assuming there is a different ID value or something that is actually saved in the database and not the actuals ScreenID.Does anyone have any insight they can share?

Hi everyone,I’m currently working with Acumatica and trying to expose a custom table via REST API. I created a custom API entity and endpoint, but the API Create Record doesn't work.I'm using   Post {{url}}/entity/webOrderTaxComparison/22.200.001/webOrderTaxComparison/Save  Body:    {  "Entity": {        "WebOrderTaxComparisonID": { "value": 2 },        "WebOrderID": { "value": "WEB006" },        "AcuOrderID": { "value": "ACB006" },        "AcuTaxTotal": { "value": 95.50 },        "WebTaxTotal": { "value": 95.75 }    }}    or     Put {{url}}/entity/webOrderTaxComparison/22.200.001/webOrderTaxComparison  Body:  {        "WebOrderTaxComparisonID": { "value": 2 },        "WebOrderID": { "value": "WEB006" },        "AcuOrderID": { "value": "ACB006" },        "AcuTaxTotal": { "value": 95.50 },        "WebTaxTotal": { "value": 95.75 }    }    response issue is:  "message": "An error has occurred.",    "exceptionMessage": "Sequence contains more than one matching element",However, I delete "w

Added a button, and somehow typed in the wrong view name apparently, then when i switched to a different object on the form to set another property, the entire form broke and i could no longer access any property and now the entire form will no longer open in the customization editor.. Can anyone suggest how I can get this resolved so i dont have to rebuild the entire form?  I am not an aspx expert and have been on a steep learning curve ever since we started in with Acumatica and frankly its disappointing.

Hi Acumatica Community, I just want to ask if there is a way to default the Inventory Source from Free Stock to Project Stock?Issues:Receipts : Transfers Thank you!

Hi guys,I’d like to use the report of “employee hours by project and task”, but when I choose an employee here as the owner, and click run report, what I got is an empty sheet. Does anyone happen to know how to use it? Or is there somewhere else I can extract the information of employee hours with detail in the form of report (I’ve tried the report of “employee hours”, it doesn’t contain the detail information I need)? Thank you all. 

Hello, I’m trying to create an import scenario that can update the kit specifications for some products. I have a generic inquiry that returns the current specifications of a stock item kit. I want to add these stock components to another kit and remove this line. The issue I run into is that there may be 3 items I want to add, yet the import scenario wants to remove the existing line for each row, but it doesn’t exist for 2 of them after the first one runs. Any way to work around this?  Business Case: We have non stock kit gift boxes we sell all year. During our busy holiday season, we pre-make a bunch of these kits and use a Stock Kit as the 1 “component”. When these premade boxes run out, I want this process to automatically change the stock components of the kit back to the individual components and not the stock kit. In this example, the 60005 SKU is a Non Stock Kit. The 40005 is the Stock Kit. In the import scenario, I want it to remove the 40005 item as a component and add these