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The business provides configured to order Sales Quotes to customers, There can be a number of different configurations on a Sales Quote.Due to the sales process, Sales Quotes can be in draft for up to 6 months, before they are won and converted to a Sales Order. Within this time frame, it is common for the Engineering to create new revisions for the configured items.This is issue is that on many occasions, at the time of conversion, the configuration revision on the quote has been superseded  is inactive and the configurations have to amended to activate the relevant revisions on the Sales Quote to convert to a Sales Order.Would anyone know if there is a workaround or remedy for this situation? 

Hi Acumatica,I tried to test the Acumatica AI Functionality in my Local Server.But I don’t see any features yet.Is there a way to test or check the AI Functionality in Acumatica aside from the Local Server?Thank you! 

I’m trying to set up the Teams plugin, however, when I get to the point of signing in in the user settings and click sign in, a popup displays says that login was successful, then the user tab refreshes, without ever connecting to Teams (as evident by the lack of connection elsewhere.) I’ve attached a video of trying to login below. Is there some step we missed that might be leading to this problem? 

Hi Team, We are Sign in again to proceed but still not receiving email notifications. 

 When Convert to Modern UI it gives error “An item with the same key has already been added.”. 

I made the Project Task as Cancelled and tried to delete the Project Task.But I get the error message " PM Error: Cannot delete Task since it already has at least one Transaction associated with it." How to find how many transactions exist for this project task and how many of those documents are cancelled or voided and what are those document numbers. Which standard report can show these details specific to a project task ? Is it possible to delete a project task when there are only voided or cancelled documents only and no active documents ?

Good morning!I have a user that claims she used to be able to approve all requests even above manager approval. It has now changed and she no longer seems to have that ability. I have not changed any of her permissions to change this. Do any of you have any ideas of what would need to be changed back so she has this right again?Thank You,Brent

I am unable to uncheck an item for backflush in the production detail screen.My (+) and (-) are also grayed out and I am unable to add or remove lines to the production detail.I was able to make these changes before but now it is not letting me. I attached a screenshot for reference. 

Hello,What would be the recommended way to add a 3rd column to a screen, such as AR303000, whose layout is 1-1.  I need the layout to be 1-1-1.Existing qp-template below.  I need to override that so that name=”1-1-1” so that I can add a fieldset to column C. <qp-template name="1-1" class="equal-height label-size-m" id="formCustomer" > <qp-fieldset slot="A" id="columnFirstHeader" view.bind="BAccount" wg-container="BAccount_BAccount"> <field name="AcctCD"></field> <using wg-container="CurrentCustomer_tab" view="CurrentCustomer"> <field name="AcctName"></field> </using> <field name="Status"></field> </qp-fieldset> <qp-fieldset slot="B" id="columnSecondHeader" view.bind="CustomerBalance" class="highlights-section" wg-container="CustomerBalance_CustomerBalance"> <field name="Balance"> <qp-label slot="label" caption.bind="CustomerBalance.Balance_Label.value"></qp-label> </field> <fie

Is it possible to apply a credit memo from a child account to to an AR invoice of their parent?  We have an issue where a customer’s employee bought something using a personal account (Customer ID 119290) and returned it - they want to apply that credit memo (AR116598) to an open invoice (AR116405) for their parent company (Customer ID 112492) When I got to applications on AR116598 - the parents invoice isn’t available  Consolidate Balance is selected on both the parent & child accounts.  Anything I’m missing here? 

I have an Action on a form that fetches some info from an external API inside a PXLongOperation.  I am putting the resulting json into custominfo with:PXLongOperation.SetCustomInfo(json);and retrieving after PXLongOperation with:PXLongOperation.WaitCompletion(this.UID); if (PXLongOperation.GetCustomInfo(this.UID) is string json){ f.JsonResult = json; Filter.Update(f);}The problem is that I have date fields in the filter section of the form that trigger the operation completed successfully message every time I change them after the initial action that calls the API completes.I have tried putting the following immediately after setting f.JsonResult in the if statement:PXLongOperation.SetCustomInfo(null);andPXLongOperation.SetCustomInfo(this.UID, null);The first doesn’t seem to affect the data which I presumed is because it needs to know the UID and the second throws an error about ambiguity so I tried:PXLongOperation.SetCustomInfo(this.UID, (string)null);which clears the error but

Hello, I am working on a custom screen that has a parent record and child grid records. I am running into an issue where the grid data does not appear unless I change something in the parent record and then hit save, then the grids populate with the appropriate data. The record previously exists in the database, and I’ve confirmed it. Obviously this is not the behavior we’re looking for.Another issue is, when I attempt to create a new record in the grid, it follows the same issue. I have to change and save the parent record and then create a new child record in the grid, otherwise it’ll throw an exception saying that the key value is null. I have added a PXParent attribute to the proper field and it works properly when the save trick is done. I have a hunch there is something going on with the record loading fully. I added an event handler for the row selected event and then checked that the parent record was loaded, I also check the views for the grids via a .select() to see if they w

Is there any way to assign an actual Salesman ID in the system to either a CRM Lead, Opportunity, or Sales Quote...as I’m not seeing it, and would think it to be an obvious need?Obviously, there are rules in place to assign an Owner to any of these windows, but even when going into one of those Owner’s employee ids and linking the record to a salesman id, it doesn’t do anything in the process (not exactly sure what the purpose is for the Salesman Link at the employee level, but will leave that for another day).Just seems strange to me, as the OWNER does all the hard work to cultivate the prospect, but when it comes time to converting the prospect to customer, I’m not seeing where the salesman id/owner can be automatically set at the customer level...am I missing something here?appreciate it,mdickson

I have a few user defined fields in sales order line which I need to copy when the 'Create Purchase Order' action is clicked in the sales order screen. How can I override the action in order to copy these values?I have tried this override action based on the source code but there is no copying of values.using PX.Objects;using PX.Objects.SO;namespace PX.Objects.SO{ public class SOOrderEntry_Extension : PXGraphExtension<PX.Objects.SO.SOOrderEntry> { #region Event Handlers[PXOverride]public virtual IEnumerable CreatePurchaseOrder(PXAdapter adapter, Func<PXAdapter, IEnumerable> baseMethod){ // Call the base method to create the purchase order IEnumerable result = baseMethod(adapter); // Retrieve the created purchase orders POOrderEntry poGraph = PXGraph.CreateInstance<POOrderEntry>(); foreach (var poOrder in poGraph.Document.Cache.Cached) { var poOrderRow = (POOrder)poOrder; // Retrieve the related purchase order lines var poLin

We recently discovered that terminated employees with their status set to Inactive (we do that for never started hires or employee’s that have been gone several years), still appear in A/P Bill Entry because apparently their “vendor status” is still active. But I can’t find anything under the employee setup to change that. Any suggestions? Employee setup: Vendor list: 

Hello, I read online that the feature "require single project per document" in the AP bills preferences was eliminated in the 2025 version. Is there an alternative that would allow us to have a similar restriction?When we want to add a PO to an AP bill, we now have a list of all the opened POs of the vendor showing instead of only showing the POs related to the specific project. This is a bit of an inconvenience for us and a also more risky to apply the invoice to the wrong PO. Thank you in advance for your help! 

Hi All, I reviewed some articles and most of them couldn’t answer a very simple Use Case.In Manufacturing it is very common that more than just screw or other Components Parts are used as they break in the process or other things.This is technically Scrap that needs (for typical processes) to be logged as Scrap rather than Material Cost against the Production Order.I can’t seem to find a way to accommodate for that kind of Scrap. Scrapping the FG is just completely overstating and doesn’t let the User adjust.Utilizing a Scrap Factor just adds to Material Cost rather than considering it as actual Scrap Cost.I would be very surprised if we cannot accommodate for this at all?This is just so common. Scrap is not the actual Material Cost but separate from Raw Material Cost and needs to be logged - not only for the FG with Scrap write-off.

I am working on MUI in 25R2 for my custom screens.I have v22.21.1 installed.  According to my web search, “For Acumatica 2025, specifically for versions like 2025 R1 and 2025 R2, the recommended Node.js version is 22.x.x, with specific references to 22.11.0 for 2025 R1.”From the Node.js web site, the closest version I could find is 22.21.1.  When I run npm run getmodules, it does it’s thing.Then, I run npm run build-dev.  It also does it’s thing and my pages are compiled.If I subsequently run npm run build -- ---env screenIds=IC401095 to rebuild my page after a tweak, I get this error:exec error: Error: Command failed: gulp build'gulp' is not recognized as an internal or external command,operable program or batch file.Here is my workaround to update my page:Re-run npm run getmodules run npm run build -- ---env screenIds=IC401095The page is compiled and looks fine on my site.I noticed that when I run a build, it says node build-and-clean.js> build> node build-and-clean.js ---env s

I am trying to disable the quantity field on a sales order whenever there is a linked production order. To be honest, im not even entirely sure what extension is adding this field to the soline. i dont see it on soline, or SOLineExt. I did find it on SOLineMFGOnly, but that seems to be just a projection. i tried adding the below code line to the quantity field and it does make the field readonly when there is a production order, but if i unlink the production order or delete the production order the quantity field is still disabled. i looked at the below post but when i try to use SOLineMFGOnly in the get extension, it doesnt recognize it. [PXUIEnabled(typeof(Where<SOLineMfgOnly.aMProdOrdID, IsNull>))]  

I have data view like this [PXFilterable][PXCopyPasteHiddenView]public PXSelectJoin<INItemClass, InnerJoin<MDSCSalesPersonItemClass, On<INItemClass.itemClassID, Equal<MDSCSalesPersonItemClass.itemClassID>>>, Where<MDSCSalesPersonItemClass.salesNbr, Equal<Current<MDPXSalesCustomer.salesNbr>>>> sitestatus; and typescript  @viewInfo({containerName: "siteStatus"})    siteStatus = createCollection(INItemClass); and viewexport class INItemClass extends PXView  {    @columnConfig({ allowCheckAll: true }) Selected : PXFieldState;    @columnConfig({width: 70})  ItemClassID : PXFieldState;    @columnConfig({width: 100, allowFastFilter: true})  Descr : PXFieldState;}I try to show selected field checkbox in grid like this        <qp-grid id="gripSiteStatus" batchUpdate="True" view-model.ref="gripSiteStatusVM"            view.bind="siteStatus">            <qp-grid-column field="Selected" type="CheckBox" width="50" allowCheckAll="true" />       

Im having problem with my report i want to create a report where i can get the sum of [APTaxTran.TaxableAmt] based on the parameter FinDate and also group it by APTaxTran.TaxIDso it only insert one per TaxID can you help me? 

Client is going live over the weekend and we need to pull in the purchase order receipts for the goods received not invoiced report.  Do we take the report from the legacy system and receive them into Acumatica and just do a manual reversal of the gl entries created?  I do not see anything on this process when I search for it.

I trying to set up a business event to create a Purchase Order (for the return item) on Sales Orders using a business event and import scenario. Within the actions available, I see SO creation, email creation, Receipt creation, but no Purchase Order creation. Is this possible to do, or is there a different way to go about this?

Hi there,We’ve developed a customization that includes a custom data provider responsible for exporting data to an external system. I’m currently exploring two aspects: Mandatory Parameters: Is there a way to make certain SYProviderParameter values mandatory? I attempted to use PXStringState.CreateInstance with IsRequired set to true, but it didn’t seem to have any effect. Conditional Parameter Visibility: Is it possible to dynamically show or hide parameters based on a dropdown selection? For example, if the user selects "AWSS3" as the DataStore option, I’d like to display additional parameters specific to that selection and hide them otherwise.