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On the refreshable excel reports who can update them?me i’m able to update the excel(admin)But a user which can access to the GI cannot update the excel exported for a unknown reason.Thanks

I have create an action with PXAction on my Graph extension, I am trying to add this action on the grid header, after converting code to Modern UI, it is not showing on grid Header, although I have verified this action is added in view class in ts file like…--------------------ts file------------------export class EWPM3030 extends PXScreen {BatchFormulaMaterials = createCollection(BatchMatl);}export class BatchMatl extends PXView  {    AddPackagingMatl: PXActionState;}---------------html---------------<qp-grid id="FormulaMaterials_gridMatl" statusField="Availability" view.bind="BatchFormulaMaterials"></qp-grid> please let me know if anything is more required

Hello everyone, so i want to proses bank transaction in acumatica between Bank Statement and Transactions in Acumatica. While i try to match on transaction in Bank Statement, there is not match Payment, Invoice, nor create payment for Cash Advance Transaction.When i check to Check & Payment with type of Prepayment, the transaction already completed and the journal also already created with status OPEN because there is still not settlement for the cash advance.Is it because the status still open in Check & Payment (for type Prepayment) so Acumatica while try to Process Bank Transactions not read it the transaction of Cash Advance. So it makes my Bank Reconciliation not work. Please help me to explain about this,  i really appreciated your answer. Here i attached of the detail bellow:  

Hi Team,Hi,I’ve just received a landed cost invoice (dated 2026) for goods on a purchase receipt in 2025. If I enter this bill at it’s current date in 2026, but assign the costs to the goods on the purchase receipt dated 2025, will it change our inventory value at Dec 31 2025 Year end?

Hi AllHappy New YearI am sending emails to business accounts for a number of activities. The screen on the email template is GI. My emails are being sent correctly; however, they are not populating the related entity on the All Emails screen.Could you please assist if there is a setting I am missing that would display the information in the related entity column on the All Emails screen? See the sample screenshot. Kind regardsWilson 

Item in available in 2 locations at warehouse.  They shipment is created to pull from location “A”Using Pick Pack Ship the customer wished to be able to change the location to pull the product from location “B”I this possible ?  

I need to advise the sales team regarding the availability of materials in the multilevel BOMs (Capable to Promise (CTP) multi-level BoM), which may include both Manufacturing and purchasing items at various levels. Any ideas on how to create a GI or even generate a report showing the INSiteStatus.QtyAvail using AMMultiLevelBomData?

Hi  I have been trying to set up CTP with a multi-level BoM and I am having some trouble. Does anyone know if CTP work with multi-level BoMs please? Thanks Matt 

We are working on moving our B2B shop to Shopify. My question for anyone using Shopify B2B, how are you handling Terms customers payments? Currently our B2B site is with Woocommerce, and Terms orders just come in unpaid, and we send an invoice. But with Shopify, customers can pay on the B2B site. Since Acumatica doesnt natively sync those payments at this time, are you disabling the ability for Terms customers to pay past orders in Shopify? Or are there customizations that can be built to handle the payments. Conversely, if a Customer pays an open Shopify invoice in Acumatica, can the open Shopify order be marked paid? (I do see some discussions in here regarding this, please let me know if you have had success with this)Thank you

 User Is set to View ONLY Access for Several Workspaces but still is able to Perform Actions on a ItemUse Case: Set ROLE Access for a Screen/Form to ‘View Only’ Ex: Purchases Orders from ‘Access Right by Role”  It is assumed that for Purchase Orders this ROLE/USER can only VIEW PO’s but not Edit them.By default all FIELDS and ACTIONs within the FORM are set to INHERITED.  However, the ACTIONs on the PO are still Available and can be utilized: for example, an open PO can Receipted or be Put on HOLD.  Since this is VIEW ONLY access shouldn’t ACTIONS also be VIEW ONLY? And this inadvertently gives ACTIONABLE / EDIT access to user that should be VIEW ONLY.  This is a security Flaw and Has been caught in client Compliance AUDITs The only way I’ve been able to counter this is at the FORM Access Level is to REVOKE the ACTION ITEMS Is there any way around this?   Shouldn’t VIEW ONLY apply to ACTIONs as view only also? IS this a BUG?   Shouldn't this be fixed?    NOTE: This applies to ALL FORMS

After a series of unexplained PO deletion I am trying to disable the delete button from the PO Header. I am in the Access by Screen and trying to change Delete from “Inherited” to “Revoke” but it keeps resetting to inherited. Is there somewhere else I should be changing this? 

Hi, I’m using Device Hub and this is for MYOB Acumatica. The device hub gives me following logs. Unable to re-enter the password in the device hub as well producing the similar kind of error.  I would appreciate help with this. Thank you,Dulanjana

Hi All,How to make Acumatica automatically export reports to Excel files according to the set date/time and automatically upload to Microsoft OneDrive folder?Description of specific requirements: At 8:00 AM every day. The system will automatically export the "Inventory Balance" report to an Excel file and automatically upload it to the Microsoft OneDrive folder.I look forward to your guidance !Best Regards,NNT

We create a lot of BL orders and would like to email our client the full order so they know when to expect their product to be shipped to them. When we attempt to email that order. I get the following error. Is there something we are missing in our process to be able to send the whole BL order? This is just the initial BL. The ST send fine as they order is created. Also, if we want to change the options within each line, can that be changed via the options up top or will a new line have to be created with the new information?Thank You!Brent 

I had a client today ask me directly what the requirements are for a system email account. They had initially setup a group email list, not a true mailbox and I knew that was likely not acceptable. There are several tiers for the actual mailbox with differing prices. There is an email kiosk account that is most affordable, and limits the inbox size to 2GB. Is the size of that mailbox any sort of Acumatica requirement, or is this just dependent on how much email the users expect to have coming through? The costs involved are relatively minor but I wanted to be prepared when I follow up.

When I try to create a sales order, I would encounter a warning Updating item 'APJAM08 0' in warehouse 'WHOLESALE ' quantity available will go negative. Because of this warning, I’m unable to create a Shipment. Can anyone tell me how I could resolve it. 

In the Project record, we have added dropdown fields for Project Administrator and Project Coordinator based on position. The existing Project Manager field is also a dropdown based on position. We want to restrict access so that these users can only view projects assigned to them and not see other projects. What would be the best way to achieve this? Thanks 

I’m customizing the SO301000 screen in Modern UI.  I created a Dialog Panel in the .html file and linked it to the TypeScript class with @viewInfo and createSingle/createCollection.  However, the panel does not display when I open the screen.  I’ve attached my .html and .ts files. Can anyone point out what I’m doing wrong or missing in the setup?  .htmlimport {    GridPreset,    PXActionState,    PXFieldOptions,    PXFieldState,    PXView,    controlConfig,    createCollection,    gridConfig,    columnConfig,    createSingle,    viewInfo} from "client-controls"; import { SO301000, SOOrderHeader, SOLine } from "src/screens/SO/SO301000/SO301000"; //export interface SO301000_SKModernUICST extends SO301000 { }export class SO301000_SKModernUICST extends SO301000 {       AddRBInvoiceOK: PXActionState;     @viewInfo({containerName: "addRBinvoicefilter"})    addRBinvoicefilter = createSingle(AddRBInvoiceFilter);     @viewInfo({containerName: "RBinvoicesplits"})    RBinvoicesplits = createColle

Hello everyone,Is there any way to have the fields show the % symbol after the number in a column in a GI?  

I am wondering if it’s possible to unlink Customer and Company. This customer is extended from a Company.The reason for this is we want to change Company type from not having branch to have branches.To be able to do this, the Company cannot have customer/supplier extended.I try to delete Customer however because it has transaction, this cannot be done hence I’m looking for an option to unlink.

Hello everyone,I’m asking if someone can help me with this issue. I have custom fields in the Contact tab, which stopped working for me after converting to Modern UI. This is my code, and I’m not sure what’s wrong. Thanks in advance  

Hello,We have just created a budget in Acumatica.Is there a way to :(1) Link the budget line item with the bill / cash purchase transaction(2) Automatically flag an invoice when it exceeds the budget for that vendor?  We are looking for various ways to instore controls to ensure that our actuals do not exceed the budget. 

I have a client who pays sales tax on Purchases.  Most of their costs flow into projects.  We cannot get the journal entry lines for the Taxes to honor the project default cost subaccount, so the tax GL lines always go to subaccount “00”.Is there a way to use a project allocation to create a new project transaction and journal entry that will credit the “00” subaccount in the original transaction, and debit the Project’s default cost subaccount?  That’s the only way that I can think to solve this problem out of the box.I have tried a few allocation rule setups and they all fail, so before I go any further I’d like to know if this is even possible.  Or maybe there is something I’m missing in another area.Thank you!John J

Hi all, any thoughts on if you could trigger a business event on demand?The event currently is set up to trigger by schedule. The source screen of the event is a generic inquiry. The subscriber of the event is import scenario. We are creating AP Bills through the import scenario on a schedule. Currently the business event is working, but we would like to explore the option to trigger this event on demand instead of on a schedule. I know two other options are to trigger by action and trigger by record change. To trigger by action, this would involve creating an action button on the generic inquiry. Any ideas how to make this happen? I tried by enabling mass actions on the GI but it did not work. To trigger by record change, I thought of using a check box field, where if the check box is selected, then run the business event. However, I would need an option to mass select the check box for all records, because when the event is triggered, it can’t be looking at just one record. There cou

Hello! Currently my coworkers and I are working out of different versions of Outlook. I am using the older version while he is using the new version. We both work out of Chrome. When I go to drag and attachment from outlook (old) and drop it in the files of a sales order, I can do that with no issue. However, when he tried to do it on his outlook (new), it will not allow him. The only way we are able to add an attachment for him is by saving the PDF to a folder then dragging it from there, which we are trying to move away from. Has anyone else experienced this? If so, did you find a solution? Thank you!