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Hello!I need to filter my report by a date range. I have the Parameter and Filter setup within the build schema, screenshots below. However, when entering a start and end date then running the report, it is not filtering the report down to those dates. Thank you for the help! Parameter: Filters: Report Parameters: 

Trying to change an email address for a customer record but when we try to go save the record we get an error, “account is inactive”.  However, the customer is active and the customer location is active so I am confused why this error is occurring. Any one have a solution to this strange error?

We’re trying to configure Acumatica so that certain programming information — specifically the contractor’s email and phone number — is stored in the Customer record and then automatically printed on the Sales Order whenever a specific group of items is ordered.Has anyone implemented something similar? We would prefer to do this without a Customization Project. Any guidance would be greatly appreciated.

Hiii, i wan to testing some transactions including Witholding tax but when i try to Release in Check and Payments form, there is an error (you can see the screen shoot below).I also put the set up for my taxes and i already create some vendors as tax agency.Please help me to solve about this, it’s happen when i try included taxes but if the taxes were non included, i can release the Checks and Payments, Thank you  

Hello,My company will be receiving purchased inventory directly to the warehouse, and storing it from there. The warehouse team will be using scanners to automate the process, and they are equipped with PO Receivers we’ve provided to them (With barcodes for both PO and Inventory Items), and Location Barcodes.What we’d like to happen is they remotely use the Receive and Put Away function to create a purchase receipt (with auto generated serials) against against the PO for the corresponding inventory that they are receiving. It should be simple, however I cannot get the Receive and Put Away function to accept a purchase order number/barcode. It only asks for a purchase receipt, which defeats the purpose as the warehouse team is the first to receive it.Am I missing something? Any help provided would be greatly appreciated!!!

I am trying to add several custom fields that already exist on the classic UI version of the “Create Payment” popup into the Modern UI panel of the same screen.  However, I am running into two issues:1. When I add the fields directly in my Modern UI extension:I get an error:“ID does not exist”Even though these fields exist in the DAC and work correctly in Classic UI. 2. When I try to modify the existing Modern UI extension file (SO301000_CreatePayment.html):The customization works, but when I include this file inside a Customization Project, I get:“Duplicate ID”or“ID already defined in another extension”. This makes the whole customization fail.I suspect the issue happens because my customized Modern UI file is being added into frontendSources, which already contains the default SO301000_CreatePayment.html.Because of that, the same element IDs exist twice, and this results in the duplicate ID error.However, I am not sure what the correct approach is in this situation: Should I replace

Dear Team,I have map my fixed asset with wrong transaction Reconciliation Type Deduction, my step as details:Open Fixed Asset → Click Tab Reconciliation → Choose Reconciliation Type Deduction Check the corresponding transaction on the grid → click Process    Click SaveSystem generate a FA transaction type Reconciliation -. However, I check a wrong transaction but havent no how to fix. If I do reverse that GL, it’s not update on FA.Thank for your advice!Yen Chi

Hello Acumatica Community ,Is it possible to add a Date Range filter to Financial Reports in Acumatica through a customization? I'm trying to enhance financial reporting and would like users to be able to specify a from/To date range before running a report. Has anyone implemented something similar or used a customization approach to make this work?  Best Regards,Charles Rohit Rayen

We need a way to track product continuity by stock item. This includes identifying the customer that purchased the stock item (can be free text but prefer to select actual) and the date through which we commit to keep offering this inventory.  I’m thinking I’ll end up using an attribute option but would love some other suggestions. Is this something restriction groups could be good for? 

I have sql view for process screen. When I refresh grid. Data not updated. When I refresh page data is updated. How to solve this ?

These errors started appearing last week out of the blue, as far as I can tell. I have been importing the files using the same process as usual. We are fairly new users (implemented Sep 2025) so this is the first troubleshooting I’ve had to do. I’m generally a pretty savvy user but this makes no sense to me. Has anyone else seen this error?

Hi everyone, hope you’re having a great day.I’m currently having an issue with user permissions. On the Fixed Asset screen, is there a way to restrict a user so they can only access specific assigned Asset Types instead of all of them?Thanks a lot for your support!

I inherited a project.  When I moved the code from the Project Editor to my VS extension, I have an error regarding multiple keys.This was apparently not a problem when the code was left in the project editor, but it is a problem in my VS extension library.  Here is a snip so you can see the squiggles: I don’t know if removing the IsKey from either field will cause a problem.  Would it be safe to suppress the error with a comment?   

Good Morning!We just went live with Acumatica today and we are having an issue with purchase receipts. If the receipt has multiple lines, it expects each line to be greater than 0. So if we have three lines, and we only receive for one of those lines, it won’t let us release. It throws an error. I’m an IT guy so accounting is lost on me. That’s the best description I can provide.   

HI, I just made a copy of a new report from site map.How do I change the header to reflect the new one I want. 

Hi Team, In Acumatica 25R2, I successfully added the Terms field to the "Approve Bills for Payment" screen using the new modern UI. However, when I try to add the same Terms field in the "Prepare Payments" screen, the field does not appear.Please check the screenshot below. I have tried multiple solutions, but none of them are working.   The field is selected, but it is not displayed in the grid. I also tried using different names, such as TermsID and ViewName.TermsID, but neither solution worked.Can someone assist me with this issue? Regards,Sagar

We need to remove the amounts showing as “Unreleased Retainage” on the AR Aging report. These amounts have already been released and paid. While the total of unreleased retainage correctly sums to zero, the individual entries still appear on the report. We want to clear these items so they no longer display in the AR Aging report.

I need like this. In ASPX SO301000 i see this code: But when i edit aspx at Customization project to do the same at another screen. When I save aspx div replace on PX:Content and my page not working

When I select a line in my process screen, the selected line is updated but its values get replaced with data from the first RQRequisitionLine.I know this happens because RQRequisition only has ReqNbr as a key, but not LineNbr. Unfortunately, I cannot add LineNbr as a key in my projection.How can I make the grid work so that when I check Selected, only the Selected field changes, and the rest of the data for that row does not get overwritten from the first line RQRequisitionLine?[Serializable]        [PXCacheName(Messages.RQRequisitionLineOwned)]        [PX.TM.OwnedEscalatedFilter.Projection(typeof(RQRequisitionLineSelection), typeof(RQRequisition),            typeof(LeftJoin<RQRequisitionLine, On<RQRequisitionLine.reqNbr, Equal<RQRequisition.reqNbr>>>),            null, typeof(RQRequisition.workgroupID), typeof(RQRequisition.ownerID), typeof(RQRequisition.orderDate))]        public class RQRequisitionLineOwned : RQRequisitionmy virtual Dac is Projection.I can’t set k

public delegate IEnumerable CompleteDelegate(PXAdapter adapter);        public PXAction<DailyFieldReport> complete;        [PXButton(CommitChanges = true), PXUIField(DisplayName = "Complete")]        protected virtual IEnumerable Complete(PXAdapter adapter)        {            OnDailyFieldReportCompleting();            return adapter.Get();        }        // DailyFieldReportEntryEmployeeActivityExtension.OnDailyFieldReportCompleting        protected virtual void OnDailyFieldReportCompleting() {}I need override this button. But I need save base functional. In DailyFieldReportEntryEmployeeActivityExtension this button was already override: [PXOverride]        public virtual void OnDailyFieldReportCompleting(Action baseHandler)        {            baseHandler();            CompleteAllActivities();        }        protected virtual void CompleteAllActivities()        {            foreach (EPActivityApprove activity in EmployeeActivities.Select().FirstTableItems.Where(x => x.Appro

i have grid:<px:PXGridLevel DataMember="LaborHours">            <Columns>              <px:PXGridColumn DataField="Selected" Width="30" AllowCheckAll="True" Type="CheckBox" />              <px:PXGridColumn DataField="EmployeeID" Width="140" />              <px:PXGridColumn DataField="EmployeeID_description" Width="220" />              <px:PXGridColumn DataField="EarningTypeCD" Width="140" />              <px:PXGridColumn DataField="ProjectTaskID" Width="70" />              <px:PXGridColumn DataField="CostCodeID" Width="70" />              <px:PXGridColumn DataField="Date_Date" Width="90" />              <px:PXGridColumn DataField="Time_Time" Width="90" />              <px:PXGridColumn DataField="EndDate_Date" Width="90" />              <px:PXGridColumn DataField="EndTime_Time" Width="90" />              <px:PXGridColumn DataField="LaborItemID" Width="70" />              <px:PXGridColumn DataField="IsBillab

I recently started encountering this error when using the /Payment API endpoint to create new payments or sometimes the /Payment/Release action: Another process has added the 'ARRegister' record. Please try again. My requests haven’t changed, so I assume it’s something server-side. Can anyone point me in the right direction for tracking down where the problem is coming from? Thank you!

       I've used Acumatica's Report Designer to generate a list of items purchased by a searched customer in the last 90 days. The logic is to query records from SOLine in the recent 90 days, group them by ItemID and customerid, and then list the ItemIDs.        However, the business side has a new requirement: some items are replaceable alternatives. For example, bfsk1, bfsk2, and bfsk3 are all beef steaks—only different in brand. Customers don’t care much about the brand; they purchased different ones simply because whichever brand was available in the warehouse at the time was used.    So, on the Sales Order Collection form, only the recent "bfsk"  needs to be displayed(requested by the sales team).The key challenges now are:How to identify replaceable items? The current idea is to group items with the same prefix and different numeric suffixes, but how does Acumatica Report Designer support this? After grouping, how to retain only the record with the latest OrderDate?Are there any

Hi All. Do you know why when clicking Send/Print Remittance from Cheques and Payments screen always direct me to report and I have to enter the Payment Reference Nbr in instead of running the form straight to the remittance pdf?From this:To this:It should automatically show the Remittance Advice form like in my demo below: 

I’m trying to create an import scenario that replaces the current default salesperson on the customer account with a new salesperson, sets the new salesperson as the default, and still works even if there is no current default salesperson assigned.This is what I have so far, but it currently only adds the new salesperson and sets them as default; I’m not sure how to remove the original default salesperson if there is one: