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Hello All, I am trying to add a GI to the side panel of the Customers screen. The goal is, when a customer is selected, then the inventory totals that customer has purchased show on the side panel. I know this is possible, as we already have something similar setup.  I have setup the GI for Customer screen the same way as the other side panel setup, but I am not getting the required result. Please help!

Hello all,I have a scenario where I would like to record a payment against a PO via credit card as the vendor required upfront costs. We then have the AMEX defined as a liability for this so, then we pay the AMEX. So its like instead of debiting the record again I would like to debit the liability.How can I achieve this? Is it like under the I define the AMEX as a cash A/c under a liability GL account?Let me know your thoughts on this.Thanks.

Hello all,the customer would like to put an hyperlink into a word, in an predefined text element. He wishes to set an sentence like “… klick here...” and the “here” should contain the link.I tried as follows, but when i click “insert it just puts the full link in and not the link in the word:marked the word insert->link from web put in link insertThe happens: Is it possible to put the link into the word and if yes how?Greetings

After a recent upgrade I’ve noticed that the two checkboxes for Require Receipt and Require Shipment are missing from our Non-Stock ItemsThe fields are still populated with a value and I can see those values through a GI, but there are no fields to edit or modify on the Non-Stock item itself, nor can I access them via a mass records update or import scenarioWe have a few minor customizations to Non-Stock items but nothing that should impact these fields Is there anything I’m missing from a settings or configuration stand-point that might be causing this?  

Hi, I am a Newbie in AcumaticaI need to export in an excel format the full General Ledger, please can somebody tell me how?Regards 

Hello,I’ve added a user-defined field to the Journal Transactions screen and would like to move it to the Document tab. We previously opened a case with customer support, and they confirmed that this isn’t currently supported - but mentioned it may be available in future versions.Our client is using Acumatica 2025 R1. Is there any known workaround or customization approach that would allow us to reposition the field to the Document tab?Any insights or suggestions would be greatly appreciated.Thank you!

Hi All,Here is my superficially simple question. For an import scenario that I have with the Item Warehouse Details screen, IN204500, I am getting this error: Field: Default Issue From, Value: M      , Error: 'Default Issue From' cannot be found in the system. Can you modify my import scenario so that it does not throw an error and properly loads a record to the item warehouse details screen? Our warehouse locations have 4 segments (1 char, 2 char, 2 char, 2 char)Here is a screenshot of the import scenario:     I have attached the import scenario as well.

Good morning allI have just realised that my Description on AR invoices, that have already been posted is incorrect.  Is there anyway I can change it, without having to reverse invoice etc.  I need it to say 2025 not 2040…..thanks heaps  

Having an issue with adding the tax registration ID attached to a customer location.   

I created a GI that pulls a specific set of sales orders that are ‘Ready to Process’ that I want to regularly clean up by marking ‘Set as Processed’ since these records will never get processed automatically again.Is it possible to use an import scenario and this GI to mark these prepared Shopify sales orders in the sync history as processed? 

Hi Team The issue is the approver column. It shows the wrong approver when the approver is a level 2. See example screenshot below. The approver should be Carlos instead of Virginie.         

Hey team,Is it possible to create a shipment on hold for specific customers? its like the rest of the shipments would be created under Balanced status but there are some customers for which they should be created on Hold. I know of biz events, import scenarios but anything apart from these?

What does SAVE TO CLIPBOARD do in Templates? There is no PASTE function. ???  

We had a production order completed without doing the final move. So the Order is in completed status. We would like to move this into inventory. What is a good way of accomplishing this? 

Hi,I’ve recently started a new job, and this is my first experience working with Acumatica. Since we do not have an internal team for Acumatica, I’ve taken on the task of modifying a Generic Inquiry to better suit our needs.Currently, I’m facing an issue with a Generic Inquiry for Sales Orders with multiple shipments. The problem is that we are seeing duplicate lines in the inquiry. Specifically, the Sales Order lines are not being correctly linked to the Shipment lines, resulting in each item being displayed multiple times—once for each shipment associated with the order.I have attempted to adjust the table relationships in the Generic Inquiry but have not been successful in resolving the issue. The duplicate lines are causing discrepancies in quantities and amounts, leading to overages in our reports.Could someone please provide guidance on how to fix the table relationships to avoid these duplicate lines? Any assistance or advice would be greatly appreciated.Thank you in advance for

I am having some challenges copying Dashboards in 2024R1.In 2023R1, when a dashboard is copied and pasted to create a new dashboard the system automatically assigns a new screen ID that is separate from the original DB.  This is exactly what I expect to happen. In 2024 R1, when a dashboard is copied, pasted, and then saved then “View” is clicked, the site redirects to the Welcome Screen.  In another scenario, if I attempt to copy, paste, and publish the copied dashboard with a new screen ID it creates the new screen ID but deletes the original DB.Does anyone have the exact steps on how to copy a dashboard in 2024R1?

Is there an easy way to get the Project Address to auto-populate with the Default Location (the shipping Location ID specified on the Opportunity)?  

I want to release fixed asset. But this error occured. How to fixing this? So I can release the asset 

My goal is to have shipping instructions auto populated to the Notes field in Shipment when the shipment is created.  The idea is to populate the insturctrions in the Notes of the location in the customer and have that note auto populate the Note of the shipment when a shipment is made with that customer. I have tried the following but its not working so far and thought I would open up the conversation to the group for discussion.I created a generic inquiry to pull the notesI built an import scenario And the following business event to which I am not sucessfully able to attach a subscriberI succesfully created a data provider from excel but not able to achieve success creating a data provider from a GI Anyway, its not working. Perhaps there is a simpler solution? What are your thoughts? 

Hi Team, I’m trying to update multiple Vendor IDs in Acumatica 25R1 using an Import Scenario. The Import Scenario itself runs fine when tested manually, but I cannot get it to work in bulk. My main challenge is that the Generic Inquiry I created is not showing up as a source in the Import Scenario. Since the Vendor screen works off the Vendor DAC, I expected the GI to be selectable, but it remains unavailable. I also noticed that Import Scenario as a subscriber in Business Events is disabled for the Vendor screen. Has anyone found a working method to bulk update Vendor IDs or use a GI as a data source for this in 25R1?  

I am working on a GI that will evaluate the Labor Price on our quotes and display on a SidePanel Dashboard whether the price matches the required amounts.  There may be a more elegant way to achieve this but we are doing things a little manually right now with quotes and pricing.We have two Non-Stock Item Numbers that will be used:12974 - Install Labor12976 - Install Travel What i would like the GI to do is evaluate a Project Quote and “add up” all the Quantities for these two line items. They may be in the quote once or twenty times.  If the total is greater than 8 then the labor price on each of these lines should be 100 and if it is less than 8, it should be 110. I have it evaluating each line but cannot get it to evaluate the SUM of the all the lines.  I have attached my GI for reference.  Any help would be appreciated.   Acumatica 2023 R2Build 23.210.0017 Customization: AcumaticaESignIntegration23.213.0,DXCustomLoginImages,SWKSidePanel,AFS0030[23r2][122024],AMO0011[23R2][052324],S

I have a DAC extension on BAccount, with a few custom fields that I’ve added to the aspx page for display on the Employees screen. One of these custom fields “AP Vendor”, implements a PXSelector to select a vendor record. The selector popup shows the vendor records, but if I select one, it doesn’t populate the field. If I try to type a value in the field, the list pops up, but still no value is saved when I select it.  I even inserted a valid BAccountID into the field via database query and it still didn’t display anything on the screen. Here’s the DAC code.   #region UsrSWAPVendor [PXDBInt()] [PXSelector(typeof(SelectFrom<VendorR>. Where<VendorR.type.IsNotEqual<BAccountType.employeeType>>. SearchFor<VendorR.bAccountID>), typeof(VendorR.acctCD), typeof(VendorR.acctName), typeof(VendorR.classID), SubstituteKey = typeof(VendorR.acctCD), DescriptionField = t

Dear Team,We are using vendor Attributes and Selectors as below but it is always showing Employee details. It happening only happening in particular customization form other forms all okie. Here is my code. [PXSelector( typeof(Search<Vendor.bAccountID>), typeof(Vendor.acctCD), typeof(Vendor.acctName), SubstituteKey = typeof(Vendor.acctCD), DescriptionField = typeof(Vendor.acctName), SelectorMode = PXSelectorMode.DisplayModeText)][VendorActive(DisplayName = "Account ID", Required = true)][VendorNonEmployeeActive(DisplayName = "Account ID", Required = true)]I tried all the 3 options above but i am always getting as below Work Fine below as in other places Regards,Sakthi

I can’t find an update for the PDF Annotator for version 25R1.  Can anyone give me a link to the current location, please?

Looking for a successful Import Scenario for Landed Cost Transactions.  Any suggestions would be appreciated.  I have one started, but although it says completed, it fails to create the transaction.