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Hello!I”m having issues implementing relations to support my results in a GI.I can list out all my sales orders, which type of order they are, warehouses and customers list no problem. However, once i implement an “address” feature, it breaks my GI and duplicates everything. I’ve read and reread the join type explanations and it seems that i want an “inner” join type. But i’m thinking i may not still understand this. anyone have an idea on how i can stop these duplications? 

I have a report where I am trying to use the [PageOf] formula, but it only shows “1 of 1” on every page.From searching the forums, I’ve found the following:[PageOf] must be in the pageFooterSection Page footer ProcessOrder must be set to Always Textbox containing [PageOf] must have ProcessOrder set to WhilePrintAll of these criteria are met with my report, but I am still getting “1 of 1” for every page.

How do you set up Direct Deposit to receive payments from customers?

In projects we have a business flow where the client receives money in and then pays a portion of that out. The difference is the Actual Income on the Project.  For a few reasons we didn’t want to show to AP payment in the Actual Expense. We created an Account Group of the Income Type and added the 2 GL Codes, the Income type GL code for the Income and the Expense type GL Code for the portion of the Income that is paid out. That means that the Revenue Cost Transactions always have an AR Invoice EG $20’000 and a AP Bill EG $5000 and in versions up to 2023.1 the Actual Income calculation calculates the income as $15’000. (AR-AP)Lovely solution and everyone was happy… then Version2024.1 and in Acumatica 2025.R1  with the new calculation to include the taxes, the Actual Income calculation ADDS the AP Bill to the AR Invoice rather than subtracts as it did previously.This effects all new transactions, and creates an incorrect actual income if an existing project is recalculated.Does anyone h

I am trying to create production orders from a sales order, but I keep getting this message:   Thank you

 I want to extend a new customers from business account, but while i try to extend there is error like this and also I can’t add a the new customer or account class. Can anyone help try to solve this?I really appreciate, thank you

Dear Supporters, I don't know why my set up approval have problem the user approval can't approval on the bill. Please kindly advise and Thanks in advance for support.  

Added this formula in the generic inquiry This error appears when trying to view generic inquiry. not sure what does this error means

Relatively new to Acumatica--we would like to make a change to the Profit and Loss financial statement to sort by Account Class then by Account Number.  Can this be changed and if so, what is the procedure to do so.  Thank you in advance.

Hello Community,I need advice regarding a customization we applied on the InventoryItem DAC. Initially, we had a custom field UsrUnitCost defined as [PXDBString], so in the database it was nvarchar. Later, I changed it to [PXDBDecimal] and republished. This altered the DB column to decimal. Recently, I changed it back to [PXDBString] because I wanted to show values like 20.33 BOX. Now in production, I’m seeing errors such as:The entry form (ID: IN202500, title: Stock Items) cannot be automated. An error occurred during processing of the field Unit Cost: Specified cast is not valid. How can I unpublish only one customization to check whether the error goes away or not? This works fine in sandbox but in production this issue occurs 2 days after publish. I have atttached the package. Thanks

Hello, We are running Acumatica 2025 and Shopify Advanced with the  standard Acumatica<>Shopify connector and are experiencing a lot of issues. We have two(2) retail stores, one e-commerce site and an industrial sales division. Our ERP is Acumatica and our online store and POS run on Shopify.We have been unable to get real-time sync of orders. Everything goes through a schedule - orders, item availability, payments, etc. When we do flash sales/promos, we oversell product. We have been unable to to implement BOPIS. The Shopify statuses (Ready for Pick Up and Marked as Picked Up) is not transferred to Acumatica. We have automatizations that close the orders in Shopify automatically. For POS orders, we are ONLY able to do exchanges or returns for original form of payment. Gift Cards or product exchanges are not updated because of a order does not allow modification errors. If a customer buys in store A but returns or exchanges products in Store B, this second transaction is posted t

 I have a screen in Classic UI. there is a Parameters grid in the lower. After adding data to the Parameters grid, it reflected in the Formula Editor when click on Equation field and inside the Fields node. This works correctly in Classic UI likeso, to achieve this, written code in the ASPX.CS file to retrieve parameters inside the Fields node-------------------------------aspx-----------------<pxa:PXFormulaCombo ID="edChildField" runat="server" DataField="Equation" EditButton="True"  FieldsAutoRefresh="True" FieldsRootAutoRefresh="true"   LastNodeName="Fields"   PanelAutoRefresh="True" IsInternalVisible="false"  IsExternalVisible="false"   OnRootFieldsNeeded="edOns_RootFieldsNeeded" CommitChanges="true"/>   -------------aspx.cs:- ------------------------------protected void edOns_RootFieldsNeeded(object sender, PXCallBackEventArgs e) {      EWQCVariableMaint graph = this.ds.DataGraph as EWQCVariableMaint;        if (graph != null) {          String[] parameters = graph.GetAllPar

We went from 2023R2 to 2025R1 (25.101.0153).  I had a request to check a report parameter, but I am getting ‘Authentication Failed.  The user with the given login and password was not found in the system.’ when I attempt to open Report Designer.Upgraded Report Designer with the 2025R1 Acumatica Tools. Verified my user(s) have Report Designer Role My Site URL didn’t change. The user name and password did not change and work in Acumatica. I switched my URL to my local sandbox with the same results.Any guidance?

I would like my generic inquiry to include a variance column for our labor hours. The problem I am running into is that the inquiry doesn’t return a negative number when the “To Date” amount is less than the “Est Labor Hrs”. (Ex. 673.05-1,358.00 should return -684.95 so we can see the difference)This is the current formula I am using for the +/- hours column: =IIf([PMBudget.Type]='E' AND [PMAccountGroup.GroupCD]='LABOR', [PMBudget.ActualQty]-[PMBudget.Qty], 0) I am also using these formulas to get my estimated and to date labor hours.Estimated Labor Hrs: =IIf([PMBudget.Type] = 'E' AND [PMAccountGroup.GroupCD] = 'LABOR', [PMBudget.Qty], 0)To Date Labor Hours: =IIf([PMBudget.Type] = 'E' AND [PMAccountGroup.GroupCD] = 'LABOR', [PMBudget.ActualQty], 0) I know the within the projects the balances tab shows a variance amount, has anyone figured out how to replicate this in their own generic inquiry?

For a webhook that has been registered with an endpoint in Acumatica (24R1), how does a non-developer discover the interface for documentation/testing purposes outside of requesting it from the developer or having access to the underlying class in the VS project? The customization project only has the DLL in it, and there is no option on the screen to view the interface definition or to generate a swagger file.  Thanks.Added:  Additionally, is there a way for a developer to read/consume the webhook endpoint in order to generate a stub for the interface? 

Hi,  We need to enter additional information when entering sales order lines/Bill and adjustment form.We can use, user defined attribute in Header Level. As mentioned need some information when enter line information using predefined attribute values.  RegardsNethupul 

I am trying to add record through a webhook, it works on my local but on production it gives me 500 internal server error.

Ok, I don’t know if this can be done. We need a email notification template that can display the full or partial output of the GI within the body. This can be a GI that the business event is based on or it could be a completely separate GI. The idea is not to have to run the GI, or even have a link to the GI. If the output of the GI can be embedded as a PDF or excel that could also work. The business requirement here is to deliver nicely formatted report based on the data from the GI and delivered to specific recipients on a recurring basis. An excel formatted report will also work, but how do you get the excel template into the email notification and yet have the output of the GI go into the excel via Odata?  can it be done?

Hello Community,I have created a custom popup dialog in the Sales Order Entry screen that prompts users for additional fields, when they Save or Remove Hold on an order.Currently, the dialog shows the default title "Details".I would like to dynamically change the dialog title so that it gives more context to the user. For example:Opportunity <OpportunityID of the linked Opportunity> - Close as Wone.g. Opportunity OP000123 - Close as Won I tried using PXDialog.SetCaption(...), but I ran into the error:CS0103: The name 'PXDialog' does not exist in the current contextThis suggests that my project does not recognize the PXDialog class, even though I’ve added the code inside the AskExt initializer.and custom dialog box is only in Code Editor & I’m, calling it from Key = Document (No Action Created) I changed the name for testingQuestions: What is the correct way to override or set the caption/title of a popup shown by AskExt?  

I have a customized report . I have two users and both users have the same roles assigned . Both have administrator access. Both are able to open the report but only one user can see the data in the report, for the other user the report although opens there is a no data. Basically the report works for one user and for other user the report is blank (it opens). I have tested with the same document number to open in the report.Is there any setting ? I want to make this report visible for both.

I’m building a scheduled Business Event to send vendors a consolidated PO status update. The Generic Inquiry and subject line tokens work fine, but the email body is always blank — even if I simplify it to just <p>Test</p>.Has anyone else seen this behavior?  So, I’m working on a scheduled Business Event that groups Purchase Order lines by vendor and sends each vendor a consolidated notification email. Generic Inquiry: OutstandingPOLines Business Event: Trigger by Schedule, “For Group of Records” grouped by Vendor.AcctCD Notification Template: Includes branding, explanatory text, and a <foreach> loop to list all PO lines per vendor. The goal is: One email per vendor (instead of one per line). The body should include a table of open PO lines. IssueThe Subject line renders correctly with tokens like ((Vendor_acctCD_description)), but the body is completely blank in Email Activity and in Outlook. Even if I remove all tokens and leave only <p>Test</p> in

Would someone be willing to review this sample customization and confirm if it’s a bug that needs to be reported, or if I’m not attaching the file correctly? You can see the screenshots below, showing the UploadFile.Name field in the Database, before and after sending the email. This change to the file name happens during the PXNoteAttribute.AttachFile() method call. The record key fields in the file name are changed to a GUID. Files Names before sending the email.File Names after sending the email.I was able to solve this by programmatically creating a copy of the file, then attaching that to the email. However, we really don’t want to be creating that many duplicate files.This causes an issue in our production instance: We have a lot of revisions on our sales orders, and with this bug, when new files are uploaded after sending the email, a duplicate is created, rather than a new file revision, because the names don’t match anymore. 

Hello ,We have developed several customization packages for one of our clients. These packages are published on a regular schedule (daily, weekly, or based on new feature deployments).Currently, every time we publish customization packages on the live site:The application restarts automatically.We need to ensure that no users are logged in at the time of publishing.This creates downtime and risk if someone is actively working in the system.We have also tried automating the deployment process using the Customization API (via Postman), but we observed the same behavior — the server restarts after publishing.Our Questions:Is there a way to publish customization packages while users are working, without causing downtime?What are the risks and potential data integrity issues if customizations are published while users are active?Are there any best practices or guidelines from Acumatica regarding safely deploying customizations in production?Are there recommended deployment strategies (e.g.,

Hi!Can I please know the layout rules I should put in the below screen (Projects) in order to have the Margin Amount and Margin Percent on the same level?Thank you!