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Hello Guys,I’m working on an external approval process for my company. It works well. But I found an issue yesterday. When I click Shipment tab in Sales Orders(SO301000) screen, system will pop out an error.I think the reason is I had add three new statuses in Shipment for the approval process.  Anyone knows how to fix this? Thank you. 

Hello everyone,Our Balance Sheet shows a Purchase Accrual balance that is almost four times higher than the balance shown on the Purchase Accrual Summary report. I checked the Account Details for the Purchase Accrual account, and there are no manual journal entries posted to this account — all entries are from AP and IN modules. The balance for this account also matches the Trial Balance, including the debit and credit amounts.I also read a similar post on the Acumatica Community and tested all of the suggested steps, but the issue still remains.  I’m not sure where else to look to identify the discrepancy. As mentioned, the variance is quite large — roughly four times higher than the Unbilled Receipts amount.Has anyone encountered a similar issue or have any recommendations on how to troubleshoot and resolve this discrepancy?

I would like to add user-defined field to this screen, but I could not find the option ‘Manage User-Defined Fields’. Is there any way I can go about doing this?

We are running Acumatica 2023r2 23.217.0011.  On the cases GI, we updated the conditions to only show your cases, cases assigned to you, or cases assigned to your workgroups.This is working correctly.Now for filtering on both a dashboard and on the GI, I want to show cases assigned to your workgroups that are opened. For some reason, this shows all cases that have a workgroup assigned. The one test user is not a member of the workgroup or parent workgroup, the filter shows all cases. They have 14 cases, with 9 opened, and it shows 9 on the Status does not equal closed, as well as in this filter. Am I missing something here?

Hello.I have an existing Acumatica Instance deployed on a AWS EC2 Windows Instance and I’m trying to move it to a new AWS instance. I installed the Acumatica Configuration Wizard (using the current version) on the new server and clicked on Deploy a new acumatica Instance. I then connected to my SQL server and chose  the existing database option and selected the database from the list of databases. However after clicking next - an error message appears saying: Database version cannot be empty, but the problem is I don’t see any field where to input the database version. (see attached screenshot).Any help would be greatly appreciated Thanks

When I package a file located in “FrontendSources\screen\src\development\tenant\screens\”, it appears in “Modern UI Files.”The recommendation for new screens that are converted is to place the .ts and .html files in “FrontendSources\screen\src\screens”, but these files do not appear in “Modern UI Files” due to their location.If I move the .ts and .html files of these new screens to “FrontendSources\screen\src\development\tenant\screens\XX/XX000000” and publish them in another instance, the screen is not recognized, and the issue is that after publishing, the screen appears blank.

I am looking to get the “CreatedDateTime” for when a customer was created. From my research i see you can use conditions like @today or @month. However, I cannot get my data to filter to those dates.  When I have this condition turned off; my data pulls and groups correctly.However, lets say I want to see customers orders for customers created in the past month. I know from looking at the data we have two new customers in Oct.I think i may be referencing the wrong table though as I had to pull this info from another GI to see where they pull from. When looking at the audit history of the customer to determine when they were created; the element inspector has it’s data fields blank.  

In a GI, when I join InventoryItem to INLocationStatus and output the InventoryItem.InventoryID and INLocationStatus.LocationID, I get a list of every location that that Item has ever had inventory in, even if that location no longer has inventory in it.Is there a way to clean these up or filter old locations out for a given item without simply excluding QTY zero?

I have clients that are trying to create GIs and work with their GLTran data.  The amount of data in this table has gotten very large over a few years of usage.  It significantly limits the GI filter capabilities as this dataset gets larger.  What options do customers have to create helpful GIs as their dataset gets larger. Here is an example:A client created a GI on just the GLTran table.  There are no table joins.The GI will pull back a record count if the last filter is removed (BETWEEN).  It sometimes pulls back a record count if the two filters with the date range are turned on.This is very frustrating that the filter capabilities become extremely more limited as the dataset gets larger.Does anyone have any suggestions or recommendations as we have experienced this in other places as well?

We have address fields on a lot of paperwork and instead of going through each one and amending the formula, is there a way to format the field.  When we have a number field I know that you can set the format with the number of decibel places in the format box etc, and I'm hoping its the same for text.I have tried just simply adding UCase to the format box but it didn't work.Thanks 

The employer over-withheld pre-tax health insurance.  He then repaid the over deduction by creating an earnings code called additional pay and removing the taxes so the employee was paid the full amount.  This takes care of the employee.  However, the pre-tax deduction is over-stated by this amount.  It appears you cannot enter a negative pre-tax deduction on an adjustment to correct this.  What is the best way to move the additional pay to a reduction in the pre-tax deduction? 

  I got a text input in my customize screen, which was declared as multiple line input in classical UI page like:<px:PXTextEdit TextAlign="Justify" TextMode="MultiLine" CommitChanges="True" Enabled="False" runat="server" ID="TeLogFile" Width="1200px" Height="900px" DataField="LabelXml" > it will shows as a text area with a scroll bar, just like the Description area in this community website.But after I convert this page to Modern UI, it now just shows like a normal text input control with single line, even I tried to use the grammar form the Modern UI document to declare it is multiple line input, it does not changed, here is how it is defined in Modern UI html and ts file:html:<field name="LabelXml" ></field>ts:@controlConfig({rows:75})    LabelXml : PXFieldState<PXFieldOptions.Disabled|PXFieldOptions.Multiline>;And here is what it looks like in two different UI: Classical: Modern:If anyone knows how to make this multiple line control works, please let me know

Hi, I’m not the most versed with the Project module, but I have a customer who uses projects and has some restriction groups configured to limit access to projects, mostly along branch lines, they have several branches. That part seems to be working, users are only seeing projects that they are assigned to in the restriction group (via project groups).  What he is reporting however is that on the Project Transaction screen, users can see and call up transactions tied to projects that they don’t have access to otherwise.  And his biggest issue is that they can actually Release these transactions as well.   It also looks like they are using that Project Transaction Visibility by Account group and again, that part is working in that it is blocking access to some transaction lines, but he’s saying even with that, it still allows the user to call up the transaction and release it.   I haven’t gone through a full test on this, although I did confirm that I can see the transactions tied to pr

We have a business event that notifies the salesperson every time they are added as a salesperson to a customer. This business event is sending an email notification to the salesperson with the customer that has been assigned to them. The salesperson is currently on the “To” list on the email template, however, they are not receiving the email. Below is an email that was processed: The person on copy is only receiving emails. We are using Users table to pull the salesperson’s email addressNot sure what is causing this to appear blank. I have attached the xml file of the GI, BE to this thread. Please advise, what am I missing here. Appreciate your help in advance. thank you.

Hi Acumatica, I would like to show the report results for only a specific set of subaccounts. A comma separated list as input would be ideal. Is there a way to achieve this? It seems if I enter a start and end subaccount that only shows the numerical order but Id like to have the report shown for a grouping of non-sequential subaccounts.Thanks!!!!  

When I click on CUSTOMIZATION, it doesn't show the standard 'Edit Generic Inquiry' option. How can I modify it to add two additional columns? 

We are looking to utilize our company credit cards more to accumulate rewards.  My issue is - I do not want to lose the vendor history.  For example, we have used a vendor for many years and have always paid by check.  Now we want to pay with a credit card.  How can I do this?  The library says the “vendor” needs to be the credit card company.  But I want the vendor to stay as it has been.  Can I add “Credit Card” as a payment option?  And if so, then how does it work when I need to pay the credit card balance?  Thank you in advance for any insight!!

We are using only the distribution edition of Acumatica, and our pick list does not print the components for kits. Is there any setting, like enable or disable, to activate the option? 

Hello all.  We are currently about to roll out the Request and Requisiton process for Purchase Orders.  I’ve been trying to figure out how to link the Requested By of the Request to the PO.  We want to see who submitted the request on the Purchase Order screen and the Purchase Order Report.  But I am having a hard time figuring out the connections.  Has anyone does this before?

I need to union Customer Details and Vendor Details at one table(by business account). How i can do this?  

Hello Is it possible to create a GI with a union on 2025 R2, given that it now permits the following. 

Hello !   My client produces custom unit and the components used will be fairly new and would not have purchased it earlier. So there is no history or the costing saved in Acumatica.They will use Estimation module to estimate for all components and will convert the Estimate to BOM. I was expecting that the unit Cost from estimate will be transferred atleast to the planned cost field in BOM. But it updates to 0 as there is no average cost in the inventory. so when the Production order is created the Planned material cost will be 0. Has anyone run into this situation? Do you have any ideas of how this can be handled?

Hello! I am no expert in C# in customization projects so all my knowledge is based on ChatGPT, which has been super helpful so far. We have a UDF currently made available on the SOLine on Details tab. It is a string data type and is a drop-down combo box. The goal: this UDF should only be editable when the item on this SO is in a specific item class (CUSTOMNS). If the item is not in this item class, then the field should be locked and not editable.I have pasted the codes below, open to any suggestions. I am able to publish the project, but with what I have, the field is locked and not editable regardless of the item class. Thanks in advance! The UDF code is:[PXMergeAttributes(Method = MergeMethod.Merge)][PXStringList(    new string[] { "MCC", "FORMENS", "JTex", "HongKong" },    new string[] { "MCC", "Formens", "JTex", "HongKong" })][PXUIField(DisplayName = "Factory ID", Enabled = false)]I also manually added a SOOrderEntry Graph Extension: using System;using PX.Data;using PX.Objects.SO

We’re struggling with visibility around international shipments in our Distribution Center. Right now, both the supervisor creating the pick lists and the pickers themselves often don’t realize an order is international until it’s too late. As a result, shipments sometimes leave without the proper customs paperwork.Most of the time, our pickup drivers are good at catching this when they load their trucks, but I’d like to eliminate the risk before it gets that far.What I’d like to do is:On the Create Pick Lists screen: make international shipments stand out more clearly (e.g., highlight the line a different color or display an icon/flag). On the Pick List report: add a bold header message like “INTERNATIONAL SHIPMENT--CUSTOMS PAPERWORK REQUIRED” that only appears when applicable.I’m not sure if this is best handled through Report Designer (and if so, which field to pull from--Ship-To Country?) or if there’s another way to flag international shipments directly in the screen.Has anyone im

So i am build this report in the report designer.On this report the data type of {SOPackegeDetailEx.CustomRefNbr1} is a ‘string’.For some reason it's not working in the ‘sting’ mode but the moment I change the data type to “integer” it works.I check the data source of the data and it is “string”.I am not sure what i am doing wrong.this is the data source.