Solved

Has anyone run into this problem?We’re doing the normal billing on a service appointment in the Service Management Module. On this appointment when we “Run Billing”, we are given the error code “Object reference not set to an instance of an object”. I’ve tried to trace it but have run out of ideas. 

I would like to inquire whether someone could advise me on how to use an existing Generic Inquiry so that the results can be sent automatically on a daily basis to specific email addresses.I have attempted to configure this using Automation Schedules and an Email Template; however, I have not been successful.Thank you in advance for your assistance.

The acumatica/company logo stopped showing on our Portal.I was wondering what accessrights do I need to have to see the logo? 

Publish fails on sandbox for modern UI 25R2. I tried using modern UI editor, but error is still blank. This package works on staging and dev environment.  

Does anyone perhaps have an idea how to set up a Generic Inquiry that would be sent automatically on a daily basis to specific recipients via email and would include information about Sales Orders—specifically when the ship date was changed, what the previous ship date was, what the updated ship date is, and who made the change?Please note that Audit History is enabled for Sales Orders.

Hello Community,How can I add my custom JavaScript code to a Modern UI screen? Regards,Vard

When making a transaction with API - is it possible to have it be created with Pending Approval status?When I add Hold= false to the request, it does that but it creates it without lines. With Hold = true it creates it with all the lines but status is on hold.Can it be created with status Pending Approval but with lines? Or is not possible because adding Hold=false prevents it from being editable and adding lines?

Where can you find live, hands-on training for GIs and dashboards?

I have a pivot table that shows units sold and sales $. When I click the hyperlink value for units or dollars, I get an error message saying ‘Invalid Column Name’ and it then references one of the columns in my data source - which is a Generic Inquiry.What I’m trying to see is if I can customize where these hyperlinks link to - and create my own drilldown tab. I’ve looked around on this community and prior questions like this have either no answer or mentioned you can’t customize the hyperlinks.Hoping things have changed since and maybe there’s a solution?thanks all!Joseph

Hi all,I created a GI with pivots for my company that shows unit sales, $ and margin by period as in the past it was done by calendar month.All totals line up and even individual amounts add up as well. There is just one particular set of months from 2 fiscals ago where the units don’t show up same as the calendar date report but instead show up 2 periods later. I was wondering if this would go away if I used TranPeriodID? only thing is the TranPeriodID is formatted differently which causes the reports to show up as “20-2602” instead of “02-2026”. when I try to format it it then messes up the internal comparisons and none of the unit sales line up properly anymore. in short, is it fine to stick with FinPeriodID from ARTRAN? Joseph

Hello Experts                      Until now (2025R2) or before, is there a way to set the sales Price for FIFO item based on its layer cost.  Like for item A, we are having 3 cost layers on hand.   Like $10,$11, $9. Can we set fixed markup like $3. When the $10 stocks are sold out, the system will change the price from (10+3) to (9+3)?

  I have tried to login to Report Designer but get below error message. I have download ERP from below which match with Acumatica cloud login.Online VersionDownload Builder VersionRole enabled Report Designererror messagelogin, Copied URL when login in online and delete the ScreenID, User name is my USername@tenantname 

 Hi, there is a custom field in Invoices and Memos screen called ‘Rental Agreement Nbr’ and this is also added in Application History tab of Payments and Applications screen. When sorting this column, I get the error: Unknown column 'ARRegister.UsrRANbr' in 'order clause' even though I have set the AllowSort to True. How do I allow sorting on this column?  

Hi,How can I make an OData call to a Generic Inquiry with multiple values for a filter?  For example, OrderID is 1001, 1003, or 1004.I know OData v3 does not support the “IN” filter clause.  But can I user parameters or OData v4 to retrieve multiple records based on an array of filter values?Thanks!

Hi Community,I have two configuration- related questions regarding Production Order behavior1.Default Status when creating a New Production Order: when creating a new Production Order, it automatically goes to Planned Status. Is there a way to make it default to Hold status first?2. In the Production Order Maintenance – Reference tab- when using an Inventory ID that already has a BOM assigned, should the system automatically pull the BOM ID and Revision? Is there any way both BOM ID and BOM Revision can be left blank by default? I’m trying to understand if this is standard system behavior or controlled by configuration.

We were eagerly awaiting 2025R1 to be able to cancel/correct purchase receipts without having to go through AP to get the process completed.  We were hoping for a simple reversal feature that could make things easier when a mistake was made.I’m just now learning that if we want to use the purchase receipt cancel/correct functionality, the Manufacturing or Service Management functionality cannot be enabled in the Enable/Disable Features. Does anyone know the reason why this feature is not available if you use the Manufacturing or Service Management functions?

Hi there,We need to add the Address Line 1, 2 and Postal Code fields to the “Select Parent Account” popup screen. Usually if a field is not available to add (via the Gear icon) I can edit the underlying GI to make the field avaialble but I can’t seem to track that down. Does anyone know the name of the GI for this screen? Or would adding those fields require a customization project? Thank you!Jon HunsickerJones School Supply

I know you can add a link to a form in Acumatica to a dashboard but is it possible to add a link to a pdf file that is stored on sharepoint. We have templates that the sales dept uses on a regular basis.  Occasionally they use an outdated form so it would be great to put a link to the correct pdf form on their dashboard then they would know they are always grabbing the most up to date version.

Hi Everyone, I’m trying to add the Bank Deposit (CA305000) to a custom endpoint, however I’m struggling with getting the payment details to populate.I have no issue with adding the Header or the charges, but I’ve tried a bunch of different ways of adding the payments without any success.Below is how I have the endpoint at the moment however I have tried it with the AddPaymentDetail not being nested within AddPayment as well as trying to add the payments directly through Payments.When I submit a request the record will create however the payment detail will be emptyThe closest I can got to having it look like it is trying to add the payments is if I omit the DocModule property of $.AddPayment.Payments[*] then I receive the following error.Any help here would be greatly appreciated.

We want to use the SendGrid integration to track opens, clicks, etc. for emails from Acumatica. This includes emails sent: From the Mass Emails screen.  Through Notifications, e.g. sales order notifications, invoice notifications, etc. I configured a system email account to integrate with SendGrid and set it to track opens, etc. by default. When I create an individual email from a business account, those settings populate through to the email, but when I created emails via the mass emails screen and the Print Statements screen, the settings to track opens and clicks (“Track Email Opens” and “Track Clicks in Email”) were not checked on the email activity. Do we need to do something more with our configuration, or does the SendGrid tracking not work for mass emails and notifications?

Hi everyone,I’m looking for guidance on how to create dashboard widgets in Acumatica that display the following: Top 10 Customers by Sales ($ Amount) Ranked by total sales revenue Displayed in a graph (e.g., bar or column chart) Top 10 Items Sold Ranked by quantity sold and/or total sales amount Graph should display the item name and description Should show both quantity and price (or total sales $) Additionally, I’d like both widgets to be filterable by: Weekly Monthly Quarterly Ideally, users should be able to adjust the date range dynamically from the dashboard.My questions: Is this best accomplished using Generic Inquiries (GIs) as the data source for the widgets? What tables and joins would you recommend for pulling accurate sales totals (ARInvoice, ARTran, SOOrder, etc.)? What’s the best way to structure the GI to allow dynamic date filtering (week/month/quarter)? How can I ensure the item description appears correctly in the graph labels? If an

Hello there,I have Tenant A (Main Company) and Tenant B (Start up). Email set up is the Exchange server configuration. We want one user to send emails from Tenant B as well as Tenant A.Therefore, we just copied the External Application settings of Tenant A to Tenant B and synced only that one user’s email account in Tenant B.When the user tries to send emails from Tenant B, it is picking the previous sent emails from Tenant A too.Can we use the same email address for two different tenants? Is the above the correct way to set up in these type of scenario or do we need two distinct email addresses for this user?Thank you for your inputs.Regards,

Good day,User can’t login from Outlook from the ACM Icon.  They are getting the attached message. The direction seem inconsistent. On each role?Any suggestions?EvanStep 1: Verify and set up access rights:Sign in to Acumatica as an administrator. Navigate to the Access Rights by Screen (SM201020) form. In the tree, select Hidden > Outlook Add-In Read Mode. Set up access rights for the needed roles, or reset access rights by selecting Not Set in the Access Rights column for the Administrator role. Save your changes.Step 2: If access rights are set correctly and the issue persists, a corrective script should be applied. Please submit a case to Acumatica Support to receive the script and any assistance you may need with running the script.

In 25R1, we noticed a change in behavior related to paused Appointments.When an Appointment is paused, the system is not updating the Employee Time Activity/Time Card immediately. The time activity only gets updated after the Appointment is completed.However, in 23R2, the Employee Time Activity was updated immediately when the Appointment was paused.Has this behavior changed in 25R1 (or in any 2024 version)?Is this an intentional system change, or has anyone else experienced the same issue?I reviewed the all the release notes from 24R1 to 25R2 but there is no change noticed.  

Hi everyone,I’m working on a custom screen in Acumatica 25R2 Modern UI and I’m facing an issue with a qp-panel containing a qp-grid.The scenario: I have a primary view for "Pick Lists" and a SmartPanel to "Add Shipments". When I click the action button to open the popup, the grid inside the panel remains empty. It only shows the data after I manually click the "Refresh" button inside the grid's toolbar.What I've tried: I tried using syncState: true or syncChanges: true in the topBarItems configuration within views.ts, but I get a compilation error: TS2353: Object literal may only specify known properties. It seems these properties are not available in the IToolBarItem type for 25R2. I added auto-load="true" to the qp-grid in the HTML, but it still doesn't trigger the initial fetch. I implemented a @handleEvent in the .ts file to call this.view.refresh(), but the grid still initializes empty when the panel opens.  View definition (C#):public SelectFrom<SOOrderShipment>    .Inn