Solved

I’d like to start using pivot tables more, mainly as a way to collapse groups of items for better browsing. However, when I’m adding certain fields to the Values section of the pivot table, it is displaying the code instead of the description.When the group is collapsed then the Aggregate function (min) rows show the description, but the expanded rows are not. Is there a way to display the description at the row level? For more context - if it helps - there are two attributes of stock items that I am grouping on, say, CATEGORY and SUBCATEGORY. It’s much more convenient to have all the SUBCATEGORY groups collapsed by default so you can view information for each group at a time. I don’t expect people to have to memorize all the different code values.Thank you for any insight you can provide,

Hi Community,Does anyone know how to get 15 lines per sub on a Check Layout? I have changed this on the payment method, but the report only returns 10.   I have tried editing the RPX file to include more lines based on the lines Acumatica has out of the box, but I am getting inconsistent results when the additional lines print. I have added in Variables for additional lines and added the lines to the Report, but some of my lines are duplicating without me being able to figure out why. I don’t seem to be able to add my RPX file to this post, but I am happy to send it if needbe. Thanks,RJ

Hello everyone  My company requires to open several shipments that have several lines (products) of one SO. Acumatica doesn’t allow you to have an open (unconfirmed) shipment add modify the sale order simultaneously. I need to  create multiple open shipments at the same time. If you create one shipment it lock the SO and doesn’t allow you to create additional shipments without confirming them. Does anyone know how to unlock the SO? 

I’ve reviewed a few similar threads where people were able to show the vendor’s part number on the printed purchase order, but I haven’t been able to replicate the solution in Report Designer.What I’m trying to accomplish is simple:When I send a purchase order to a vendor (or print it internally), I need their vendor item number to appear alongside our inventory item so the vendor can easily identify the part when they receive the PO, and so my manager can clearly see the correct vendor item when reviewing the printed order.Has anyone implemented this recently or can share a clear step-by-step for adding the Vendor Inventory or Alternate ID field to the printed Purchase Order?

Is there are report or GI in Acumatica where one can see a customers purchase history by item?

Hi everyone,I was able to get the correct number of label prints by following this example:🔗 Acumatica Inventory Label Report Per Qty – GitHubI implemented a similar setup using INTran, InventoryItem, UsrNumbers, and POReceipt tables, where the user enters the Receipt Nbr and Inventory ID as parameters.However, I’ve run into two problems: When using the barcode scanner, it only provides the Inventory ID not the PO Receipt number. The INTran table is only populated after release, but that doesn’t fit our workflow. We need labels to print before release, as soon as an item is scanned and the quantity is set (for example, if the set quantity is 5 and the base quantity is 10, we should get 50 labels). Has anyone handled this scenario printing labels by Inventory ID before release and can share the best approach or table structure to use?Thanks in advance!

I have generic inquiry when I click on reload number one, the error message “This generic inquiry doesn’t exist anymore” but if click on reload number two, it’s working normally. This happens in Acumatica 2025R2.

The business requirement is to configure an approval flow for AP documents (AP Bill / Prepayment / Payment) with the following condition:   Approve all AP documents that do not contain any line with Account = 1332.  If any detail line within the document has Account = 1332, the document should not require approval.     Thank you for your support on this question.  

Hello,  Currently I am using the cache.RaiseExceptionHandling method to alert user , code like below:          if ((avgWeight != conversionFactor) || (avgWeight == null && conversionFactor != null) || (avgWeight != null && conversionFactor == null))          {             cache.RaiseExceptionHandling<InventoryItemExt.usrAverageWgt>(row,             rowExt.UsrAverageWgt, new PXSetPropertyException("Always remember to set it same as conversion rate", PXErrorLevel.Error));          }For some reason, the users are wish to be alerted by pop-up msg.        What is Acumaitca’s best practice, if I want to only replace the code in black.

It supposedly needs to be updated — the one about the amount of income payments to be sent. For example, for October, the first month of the quarter should already have an entry there. how will i start the query? i already have a parameter for period  

Hello,           Is there a way to get the conversion factor (shows 60 in below) by code.Actually, need the case to lb conversion factor exactly.                

Hi all. I am trying to update stock items with a default supplier, minimum order qty and attributes. However, I keep getting an error Field: Supplier ID, Value:           , Error: 'Supplier ID' cannot be found in the system.Please see below mapping and let me know what I am missing: 

Hi everyone,There is a requirement to override the "Create Child Orders" action in the Blanket Order screen (SO301000), which is handled by the SOOrderEntry graph.I tried to do this through the Customization Project Editor, but when I click "Override Method", the "Select Methods to Override" panel pops up, and CreateChildOrders is not listed among the available methods to override.I also used the Inspect Element tool in the UI, and it confirms that the button is linked to the action named CreateChildOrders.Any guidance or recommendations would be greatly appreciated! 

I have a customer that would like the estimated margin amount on the sales order to show a value even if the unit cost is zero, i.e. 100%. I have located the formula in the SO/GraphExtensions/SOOrderEntryExt/Margin.cs code file. That code appears to be an override of the existing DAC attributes of the field.  Is it possible to override this from a customization project or is there another approach that should be used?Code from Margin.cs:        [PXMergeAttributes]        [PXFormula(typeof(Switch<            Case<                Where<                    SOLine.curyExtCost.IsEqual<decimal0>                    .Or<SOLine.behavior.IsEqual<SOBehavior.tR>>                    .Or<SOLine.pOCreate.IsEqual<True>.And<SOLine.pOSource.IsIn<INReplenishmentSource.dropShipToOrder, INReplenishmentSource.blanketDropShipToOrder>>>>,                Null,            Case<                Where<                    SOLine.curyExtPrice.IsEqual<dec

I would like to manually assign a Production Order ID to a specific line item on a sales order.  Can I do this via the API?  If so, how?  The SalesOrder endpoint does not seem to have these fields available.Thanks!

Is there a trick to getting entry types to show up on the Receivable Payments screen, Charges tab? We are considering using that to record wire fees.On the Entry Types screen, I checked the Deduct from Payment box, but the entry type does not show as an option on the Payments screen. Is there another step I should take? We are on 2022 R1. Thank you.  

Hi,We are currently able to change the default Acumatica logo by setting it in the Branches screen on the Visual Appearance tab, but when the left side menu is collapsed, the small Acumatica “a” logo is displayed.Is it possible to set another custom image as the logo when this menu is collapsed?Thanks in advance

Hi, i want to restore one of my snapshot but  while i try to restore there is an error said “Violation of PRIMARY KEY constraint 'CloudTenant_PK'. Cannot insert duplicate key in object 'dbo.CloudTenant'. The duplicate key value is (2).”Can someone help me to solve about this?

Is there a way to warn or halt the creation of a production order when the item being created has a BOM that is on any status that is not Active?

Hi there,I’m looking to set permissions that separate the AR and AP teams’ access to vendors.  The AR team needs to be able to extend customers as vendors in order to process refunds.  They should not, however, be able to create other/regular vendors.  Currently, they’re able to extend the customer as a vendor, but they cannot save the “new” vendor because they don’t have that permission.  Is there a combination of permissions that would allow this? 

Hello everyone,I would like to upload the new leads directly from Excel into the marketing campaign so that the system can create the leads immediately.Does anyone have a suitable Excel template that I can use?I have exported the columns, but the system says that it cannot create the data record with this information alone.Thank you very much!

Please include the ability to revalue fixed assets - its a requirement from IFRS 

Hi, i want to ask, can we delete the budget that already released?I already created a reverse but can we deleted the trace of the budgets, so it will clear the list.Please help me to solve about this 😔Thank you

Hi All I am working on a report in report designer and need to pull the below line only into the report for the field I am setting up. Since there are many values in the Cross Reference section, does anyone have a suggestion on how to write it so only the one line pulls and nothing more?   

I have a problem when upgrade acumatica to 2025R2, my clissic ui input and save show error cann empty. But when I switch to moder ui cannot input and save normally.