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We built this GI in 2024. it was just last week found out that some of the data is repeating itself. Either in a negative or different date  

Hi Community,I’m working with the Inventory Valuation report (IN615500) in Acumatica and I need to filter the report by a date range.In my report schema, the main table used is INCostStatus, and it only contains fields like: InventoryID CostSiteID QtyOnHand TotalCost ReceiptDate There is no transaction date or financial period field available in this dataset.My requirement is to:Filter the Inventory Valuation report based on a selected date (for example, valuation as of a specific date or between a date range).I’m considering adding a parameter and filtering using:INCostStatus.ReceiptDateBut I’m not sure if this is the correct approach for inventory valuation in Acumatica, or if there is a standard/recommended way (such as using financial periods or another table).Could anyone advise: What is the correct way to set a date range for Inventory Valuation (IN615500)? Is filtering by INCostStatus.ReceiptDate valid? How does standard Acumatica handle valuation as-of date? Any gui

Hi,A client is having an issue where they receive the error below on occasion, but sometimes it happens more frequently than other days.Have you ever run into a similar issue before? If not, is there anything you would recommend I check?Also, in case it matters, they are all using Macs, not Windows computers.Kind regards,Andrew  

I’ve been extolling the virtues of the Modern UI to my colleagues, especially how straight forward it is to code. Unfortunately I’ve found myself stuck on a screen where I simply cannot see the issue. The classic UI version of the screen is working fine, but I cannot get the Modern UI screen to work. The environment is 2025R2.The screen is supported by the following DACusing System;using PX.Data;using PX.Objects.CS;namespace SoImportDemo{ [PXCacheName(Helpers.Messages.ZZSoImportSetup)] [PXPrimaryGraph(typeof(ZZSoImportSetupMaint))] public class ZZSoImportSetup : PXBqlTable, IBqlTable { #region NumberingID [PXDBString(10, IsUnicode = true, InputMask = "")] [PXSelector(typeof(Numbering.numberingID), DescriptionField = typeof(Numbering.descr))] [PXUIField(DisplayName = "Numbering Sequence")] [PXDefault("SOIMPORT")] public virtual string NumberingID { get; set; } public abstract class numberingID : PX.Data.BQL.BqlString.Field<numberingID> { } #end

I have this purchased item that is also used in bills of materials. I’m wondering why inventory planning is allowing us to have a negative “projected on hand quantity” when I am asking for a safety stock of 2,200?  

Hi all,I am experiencing an issue with the Modern UI. When I click the ADD & CLOSE button, I receive the following message on the screen.How can I resolve this?Here is the relevant HTML/TypeScript code for reference: export class BZLines extends PXView { @columnConfig({ allowSort: false, width: 60, allowCheckAll: true }) Selected: PXFieldState; InventoryID: PXFieldState<PXFieldOptions.Disabled>; SiteID: PXFieldState<PXFieldOptions.Disabled>; InventoryID_description: PXFieldState<PXFieldOptions.Disabled>; OpenQty: PXFieldState<PXFieldOptions.Disabled>; Quantity: PXFieldState;} <qp-panel id="BZLines" caption="Items Selection"> <qp-grid id="grid-BZLines" view.bind="BZLines"></qp-grid> <footer> <qp-button id="CstButton85" caption="ADD & CLOSE" dialog-result="OK"></qp-button> <qp-button id="CstButton86" caption="CANCEL" dialog-result="Cancel"></qp-but

Is there a no code way to disable the Put On Hold on a PO if there is an invoice attached? If this is not possible is there a way to disable if status is ‘Open’ (PO fully approved)

When a customer decides to pay using a credit card, we charge an additional 2.5%. Is there a way to increase item cost by 2.5% when payment type CC is selected? I see where we can offer cash discounts by days but not an increase by term type. If not, I plan to create a Non-Stock item “Credit Card Fee” where we can calculate the 2.5% manually and add it to the order. 

Hello All, I did a low code customization to add a couple of text fields to our Vendors Location that stores some sensitive information.   I have published the customization, but after doing some research I would like to change the Field to use the PXRSACryptString vs PXDBString Attribute.   Can I go into my customization package and update this attribute?   to[PXRSACryptString(255, IsUnicode = true)]and Republish with out any data loss or corruption? Also if i change the control TextMode to Password and Commit Changes to True will that mask the field on the UI and allow a user to click on it to reveal?  I think I need an event handler for this.   

​Hi,I’m creating the payment programmatically but payment status is showing Pending Processing.Even tried setting the status to balanced and it didn't worked.Payment is captured in the External system so we are filling the ExtranalTrsnaction table and below is the code that we used create the payment. ARPaymentEntry docgraph = PXGraph.CreateInstance<ARPaymentEntry>();                ARPayment objPayment = new ARPayment();                objPayment.DocType = ARDocType.Payment;                objPayment.Status = ARDocStatus.Balanced;                objPayment.CustomerID = order.CustomerID;                objPayment.PaymentMethodID = filter?.PaymentMethod;               // objPayment.CuryID = order.CuryID;                objPayment.ExtRefNbr = filter?.PaymentRefNbr;                objPayment.CuryOrigDocAmt = filter?.PaymentTotal;                docgraph.Document.Cache.Insert(objPayment);                SOAdjust adjnew = new SOAdjust();                adjnew.AdjdOrderNbr = order.Orde

How do I limit a user’s access to just a specific branch?

How can we copy the OwnerID field from rhw sales order when creating a shipment in 2025 R2? In prior versions we were overriding the method SetShipmentFieldsFromOrder in SOShipmentEntry.  In 2025 R2 there is a new CreateShipmentExtension and it looks like the override may need to be moved to the method SetShipmentFieldsFromOrigDocument(SOShipment shipment, CreateShipmentArgs args, bool newlyCreated)?Below is our existing code.  It does not compile on 2025 R2 because the SetShipmentFieldsfromOrder method has been removed.   public class SOShipmentEntry2_Extension : PXGraphExtension<PX.Objects.SO.SOShipmentEntry> { [PXOverride] public virtual bool SetShipmentFieldsFromOrder( SOOrder order, SOShipment shipment, int? siteID, DateTime? shipDate, string operation, SOOrderTypeOperation orderOperation, bool newlyCreated, Func<SOOrder, SOShipment, int?, DateTime?, string, SOOrderTypeOper

Hello Community, I am working on a small customization to simply pull up the Stock Items screen in a side panel when changing the detail row. It seemed like I couldn’t accomplish this on the POLine level and only choose header fields when adding the side panel, so I went with an unbound field on POOrder. How can I make it when changing the detail selection to successfully update the unbound field “Selected Item” below? You’ll notice I have the side panel popped up and open to the PNF item, but I have the EMP item selected. Any ideas? I did try forcing a “Note” update on change to refresh UI, but no luck. It does update by changing the side panel to something else and then back to stock item. See below for my code and screenshot: #region UsrReadInventoryNbr [PXString(60)] [PXUIField(DisplayName = "Selected Item", Enabled = false)] public string UsrReadInventoryNbr { get; set; } public abstract class usrReadInventoryNbr : PX.Data.BQL.BqlString.Field<

Hello,We've added a new screen that displays the UserReportEx DAC in a table and created an action to move reports (with a specific checkbox selected) to another tenant on the same instance. For example, reports SO641010 and SO642000 are currently in Tenant A, and we want to move them to Tenant B.We discovered that the Report Designer uses the ServiceGate API, accessible under /api/servicegate.asmx for any instance, but we’re struggling to make it work.Here’s the code we currently have https://pastebin.com/sfd6AYdp, but it always returns the following error:Report Response: System.InvalidOperationException: Not authenticated. at PX.Api.WebServiceBase.VerifyLogin() in C:\build\code_repo\NetTools\PX.Data\Api\Legacy\AbstractServiceGate.cs:line 572 at PX.Api.WebServiceBase.ReportSave(String name, String xml) in C:\build\code_repo\NetTools\PX.Data\Api\Legacy\AbstractServiceGate.cs:line 241 Status code: InternalServerError Does anyone know how to resolve this? We've gone through several iter

Haii, I want to have a Fund Transactions but when I try to Release the transaction there is an error: account and subaccount can not be empty. I also have check the Currencies and for the Account and Subaccount already fill it. Please to take a look and help me to solve about this?Might be there is an error or a missing data that I set up. Thank you.I put screenshoot bellow:   

We have built AI Document Intelligence solution for Acumatica ERP. To partner this with Acumatica from where we can collaborate on this? Do we have any marketplace listing for partner or how to become a partner? ThanksRegards,Ritesh

Hi All,This is the billing rule formula I am using to pull in my project billing which is T&M. It’s excluding a project task which is fine. However, when I do a change order to the revenue budget in the project, after running project billing the line item that has a change order is pulling in a 0 dollar value to the invoice. How can I modify my billing rule to pull the correct unit price for the change order? Any guidance would be appreciatedT&M Billing Rule Formula:   =IIf([PMTask.TaskCD]='MAT', 0, [PMTran.Qty] * [PMTran.UnitRate]) Thanks,Frances  

If an item is setup as base Unit Cases and Purchase Unit Pallet, the PO cost information does not convert properly if changed from one to the other.  Changing the unit cost first, then changing the UOM or Qty causes the ext cost to be incorrect 

It looks like when putting up revenue budget in Project, the Unit Rate doesn’t populate price that is effective on the start date of the project.Wiki below suggests that the rate should use the effective rate but it doesn’t appear so. Example:Price is setup on an inventory ID for a customer price class: Item 111 for customer price class AAA: $105 expired at 14-Dec-2025.Item 111 for customer price class AAA: $110 effective from 15-Dec-2025.All other info such as UOM, currency, etc are equal.But when setting up revenue budget of a project that starts from 16-Dec-2025 for customer that belongs to the above price class, the populated Unit Rate is $105.Anyone has same issue? and if so, how do we solve this?

After an upgrade to 25R1, ShopifyxAcumatica connector is now failing to sync payments with this error that seems to be a permission access for the Shopify app.  

Hi all,I’ve been trying to find a way to add the On Hand qty of an inventory item on the Job Item Requistion screen and it’s not pulling the qty. I also thought of doing a side panel of on hand qty. What is the best way to handle it? I know that it is a virtual calculation in the background.   

Does any one know if it is possible to add a transaction date to the nacha file generated from Acumatica, which would be the day of creation, and use this date as the posting date for payment entry date in Acumatica?  Required to create nacha files with next business day selected to process by requirement of the bank. This creates a bit of confusion with reconciling because of the mismatched days.

I’m trying to incorporate the amount paid into a progress report for the projects in the construction module. I have still not been able to figure out how to build the relationships correctly between the tables and have it happen.These are the current tables in the report:And these are the relationships that work so far:. This is what my report looks like, but the “Balance” Collumn is what I’m looking at. I want to show either the amount already paid, or the balance still owed off of current invoiced amount.Any suggestions?

Looking for some clarification & guidance. We are testing the Inventory Planning in Acumatica and one of the things I have noticed is the Min Order Qty on the Inventory Planning Tab of a Stock Item does not seem to utilized during the Planning Regeneration.In the example below, Stock Item 68000 has Safety Stock = 5, Min Order Qty = 10. I currently have Qty On Hand = 0.I would think that when Regeneration occurs, it would look at demand (currently 0), then check Safety Stock, determine in this case we need to place an order to fulfill the safety stock demand, and then use Min Order Qty if value exists. However, it doesn’t seem to use it at all. Only workaround I have found, is to set Min Order Qty on the Vendor Tab for the default Vendor and that does seem to work. If it is intended to be Vendor Dependent, then it seems odd this setting is there.Reading the Form Reference, I can see it get’s populated from the Item Class, but still not sure why the Inventory Planning doesn’t use it.

Hi,I’m working on an ARM P&L Monthly report. My Column Set currently uses fixed Data Source periods (01, 02, 03 … 12).I want to add StartPeriod and EndPeriod parameters and make the column values (not just headers) adjust dynamically based on the selected period range.Example:If StartPeriod = 2025-03 and EndPeriod = 2025-06, the report should only calculate/show Mar–Jun.What is the correct way to achieve this in ARM?Should I modify the Data Source, use Visible Formula, or handle it in the Report Definition?Thanks in advance!