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I wanted to clarify an important point regarding sales pricing and purchase orders in Acumatica.The sales price on a Sales Order is independent of the vendor cost on the Purchase Order. In theory, changing the customer price should not affect the PO. However, when a Sales Order line is linked to a Drop Ship PO, Acumatica locks certain fields—including Unit Price—to maintain document integrity.This means that once the PO is closed, the system prevents editing the Unit Price on the Sales Order, even though the two values are unrelated. While we can adjust the price at the invoice level, this does not update the Sales Order itself, which impacts sales journal reports and historical accuracy.To ensure reporting reflects the correct price, we would need the ability to override the Unit Price on the Sales Order after PO closure. Currently, the workaround is to remove the PO link, apply the price change, and then proceed—but this is not ideal for audit trail purposes.Please let me know if the

Hii, i want to ask or maybe you can give about your experience and thought about taxes in Acuamtica. I want to find more about module taxes, specially about Tax Adjustment and Tax Bill and Adjustment, because i want to pay may witholding taxes but while i try to use the Taxes “Transactions” it end with the picture i put bellow:I try to use Tax and Bill Adjustments, but the tax zone is empt.I hope you can help me to learn about taxes, please help me to try understand this module or if you have any files like PDF about taxes in Acumatica, it will really helpful. Thank you for your kindness, i really appreciate.

If i am in the sales orders invoices screen, SO303000, and i select email invoice. Where is that template coming from? My goal is to alter this and add another report to the email.  

The Sales Order screen has an option to “Recalculate Prices”, which displays a dialog box containing several options including “Set Current Unit Prices”. I’d like to invoke this functionality using the REST API. I’ve discovered the /SalesOrder/AutoRecalculateDiscounts API action, which seems to be the correct endpoint. However, I’m not sure how to pass a parameter indicating that ‘current unit prices’ should be set.A payload like this does not cause the unit prices to be updated: POST /entity/Default/22.200.001/SalesOrder/AutoRecalculateDiscounts HTTP/1.1{    "entity" :    {        "OrderType" : {"value" : "SO"},        "OrderNbr" : {"value" : "002215"}    },    "parameters": { }}(EDIT: I’ll note that “DisableAutomaticDiscountCalculation” is set to false for the SO in question.)What’s the correct parameter to supply this endpoint for unit prices to be updated? The swagger.json file doesn’t appear to contain any information about parameters for this action. Any assistance is appreciated

We are working with Acumatica Modern UI and would like to ask for guidance on a UI behavior question.We need to dynamically show or hide a tab based on the value of a specific field.The field can have one of two values: “SHA” or “ASH”.When the field value is “SHA”, the tab should be visibleWhen the field value is “ASH”, the tab should be hidden (and vice versa, if applicable) 

Does anyone know of a tool to mass update/copy/populate BOMs or Production Orders? My company is an engineer-to-order business that manufacture custom products under 4-5 product lines. For instance, Product Line #1 can have a seemingly infinite number of one-off configurations. To capture these types of products we typically use an “empty” BOM with just the routing and use the production order as the document where the BOM gets filled out (combined effort from estimating/project management/engineering departments). However, our end users are facing some difficulty with the time it takes to populate / mass-update production orders. For instance, we typically see sales orders of 80-100 repeatable (or non-repeatable which takes longer) one-off products that all fall under the same product line. These are specific to the customer and do not all ship at the same time so we choose to break them up by the ship date. So typically we would see a Sales Order with 80-100 individual lines since th

When add row to grid have error:Object reference not set to an instance of an object.View:[PXCopyPasteHiddenView]        [PXViewName(Messages.WorkOrders)]        public PXSelect<AMProdWorkOrder,           Where<AMProdWorkOrder.orderType, Equal<Current<AMProdItem.orderType>>,               And<AMProdWorkOrder.prodOrdID, Equal<Current<AMProdItem.prodOrdID>>>>>           WorkOrders; var wo = new AMProdWorkOrder                {                    OrderType = prodItem.OrderType,                    ProdOrdID = prodItem.ProdOrdID,                    NbrUI = nbrUI,                    SubWorkOrder = $"{prodItem.ProductOrdID}-{nbrUI}",                    Date = dateRow.Date,                    WcID = dateRow.WcID,                    Capacity = dateRow.Capacity,                    PlanQty = dateRow.PlanQty                };                wo = WorkOrders.Insert(wo);DAC:    [Serializable]    [PXCacheName(Messages.ProdWorkOrder)]    public class AMProdWork

PXResultset<CSCalendarDate> calendarResults = PXSelect<CSCalendarDate,                Where<CSCalendarDate.calendarID, In<Required<CSCalendarDate.calendarID>>>,                OrderBy<Asc<CSCalendarDate.calendarID>>>                .Select(Base, (object)calendarIDs); List<CSCalendarDate> calendarDates = new List<CSCalendarDate>();            foreach (PXResult<CSCalendarDate> res in calendarResults)            {                CSCalendarDate dateRow = res;                 calendarDates.Add(dateRow);            }I have error at this  in calendarResults row. Cannot create an abstract class.Its my DAC:    [Serializable]    [PXCacheName(Messages.CalendarDate)]    [PXProjection(typeof(SelectBase<CSCalendarDate,         LeftJoin<CSCalendarExceptions, On<CSCalendarDate.date, Equal<CSCalendarExceptions.date>,            And<CSCalendarExceptions.workDay, Equal<False>>>>,            Where<CSCalendarExc

Hi. Currently, I’m having some issues by expanding the following item of the endpoint (in order to retrieve the Email of a Contact related to a Project’s Address): The Tab, DAC, View and wanted field to retrieve in the endpoint (Project - PM301000)The wanted field to retrieve in endpoint, mappedThe error I got by trying to retrieve the field I would like to add, that the the View (Billing Contact) does not have any ContactID field to map, and also fails the endpoint even if I add it manually (and Validate the entity, which is valid, yet the error persists)The currently available fields in Billing_Contact viewDo any of you have some ideas of how to solve this topic?

I feel like I know nothing about SQL even after spending 10 plus years using it on other systems when it comes to trying to use Generic Inquiries to create reports. Which I have to do because Acumatica does not have the ability to write SQL directly against the database and produce results (This is a massive feature that I can’t believe is missing and hope 2025R2 addresses it). I need to create a Generic Inquiry that looks at Customer records takes a parameter for CreatedDateTime FROM and CreatedDateTime TO. All I need to do is look at Customers whose CreatedDateTime field falls between those two parameters and run a simply COUNT function to see how many customers were created between those two dates. This seems literally impossible to do via Generic Inquiry. In SQL all I would write is SELECT COUNT(*) FROM CustomersWHERE CreatedDateTime>=1/1/2014 AND CreatedDateTime<=1/31/2014Though if you look at the database you would actually need to query BAccount table to get this CreatedDa

If we have Installment Terms in the Credit Terms for Customers, is there any way to create those Invoices before shipping the Product?Basically, our client has Terms for Customers that require progress/installment Payments including the Invoice before Product is shipped.I am running into two issues. If trying to create a PrePayment, I cannot do that if the Credit Terms have Installments.If I want to use the Installment functionality to create Invoices, I can't do that until the Product is shipped Any ideas on how we can solve this ?Ideally creating Invoices ahead of Shipment and utilizing the native Installment functionality on the Credit Terms. I know both my issues are apparently expected,  but we need to find a good way to have Installment payments done before Shipments.This is very common in the Manufacturing industry / custom machinery

So i created this report. I'm grouping the customers first and ARtran.RefNbr. But it is not working, how can i fix it.This is the relationIts not working. 

First, I tried to eliminate duplication of lines on multi-package shipments by moving the ShipLine fields to a new Group Section as suggested. When that didn’t work, I undid the changes and saved. But now I have all of this space although the height is still 0.16667in.Even publishing the previous version .rpx file to the server doesn’t eliminate the space.Any help out there?

I need to customize the Report definition of Balance Sheeti.e. Adding custom texts , Changing to custom header Is this possible? and How ?

-Version 25 R1-Ms Edge autofill is turned off (e.g. edge://settings/autofill/personalInfo). On the customer master general screen (or on the customer contact screen), when I enter the customer contact phone, I get blocked. Specifically, I select the field by either tabbing or clicking on the field and one of our IT admin phone numbers is displayed, but not entered.I can’t enter a phone number while I have the field selected, thus I am not allowed to enter a phone number. Here it is:  When loading the customers, I did use a generic email address at my first loading for all our customers and this phone number was used with this because I didn’t want testing correspondence to go to customers. Future import scenarios removed this email address and phone number. → I tested with other accounts→ I tested with InPrivate mode.→ We have active directory configured for our user accounts

When sending SO to customer, how do I add the salesperson’s email in CC in my notification template? I’ve tried the below which doesn’t work. Appreciate if someone can help please. 

Is there a way to have a certain payment type always post as a prepayment instead of a payment? For context:We create sales orders and send them to customers so they can pay for their items before they are delivered. The payments made through the integrated payment processor all post as "Payments" which creates a negative AR and really throws the AR Aging reports and overall AR out of whack. Especially since it can be a month or more before an animal is delivered and the SO is converted to an invoice, thus balancing out the AR. Manually generated payments can be posted as "Prepayments" and thereby coded to Customer Deposits instead of AR on receipt and don't cause that issue. Ideally, we'd have specific payment types automatically generate as "Prepayments" instead of "Payments" so that they post to our Customer Deposits account until the item is delivered and the transaction completed. Does anyone know if that is possible?

Hello all, I have a generic inquiry created that is supposed to calculate the quote to order conversion rate. The formula we are using is (Number of SO orders with QT type as an original order type) / (Number of QT order type in the system). This is the result: All three fields are calculated fields, using Sum() directly in the formula. Since I am using aggregate function, the GI requires a group by on Order Type. Else it would throw an error. The calculations are all correct by order type, but I don’t want it to be by order type. Using the screenshot above, I want the GI to only have one line, where 2 / 1123 = 0.001809Any idea on how this can be accomplished? Thanks all! 

I am creating a GI and need to pull for a Date, however the field i need to use is a DATETIME field.  I feel like it should be easy to convert it to a DATE field only but it doesn’t seem to be.  Any hints?  I’ve tried every scenario that i can think of and google...I’ve added things to the Data Field, Schema Field, Style etc.  i can do a LEFT(Start Date,11) but then when i try to add a condition that it pulls @Today, nothing will show.  I am assuming it’s b/c of the timestamp attached to the Date.  

 I am facing an issue with a customization on the Acumatica 2025 R2 Receive and Put Away screen and would appreciate your guidance.Issue Description:I have added a custom Action Button on the Receive and Put Away screen. When the button is clicked, a popup window opens that displays a list of active locations in a grid with selection checkboxes.The expected behavior is that when I select multiple locations in the popup and confirm the action, all selected locations should be processed and set to inactive.Actual Behavior:When more than one location is selected, only the last selected location is being processed and inactivated. The previously selected locations are ignored.Expected Behavior:All selected locations in the popup grid should be processed together, and the inactive logic should apply to each selected record. Custom Code ReferenceBelow is the relevant customization code used for the popup and action button:using System;using System.Linq;using System.Collections;using System.C

Hello i need help on sales tax. December was inadvertently closed and i need to retrieve the December invoices. They are not showing up in the tax detail report in any other months. I thought they would show in Jan but they are not. We need in order to file taxes. 

Hi All,I have created a Project and a PO against the project when the commitments are allowed to the Project. When i lock commitments to this project and go back to the PO, put the PO on hold and add new lines to this, the system is allowing me to change it instead of restricting it.     Related source Am i missing any steps here?

Hi Community,Our client requires that all newly created Inventory Items are reviewed for quality control and approved prior to activation.My initial thought was to simply change the default status of new stock items to “Inactive” so that the item can be placed in a review queue GI/Dashboard.  As I was thinking about this, I realized the client may have a legitimate reason for marking an Inventory Item as “Inactive” for reasons other than the item having been newly created.  I thought that I could couple this with a “reviewed” attribute, but we don’t have a viable to lock down a single attribute prompt without locking them all down for a group of users.  This led me to add a new drop down value to the Item Status field called “RE - Needs Review” which we would use to drive the review.  The problem with this is that there are no business rules to prevent the newly created from being used with this status.   My question is, is it possible through no code/low code customization to allow a

Hello!I am required to get selected the Credit Term on the Sales Order based on the Customer Location or the Order Type, but currently it only provides the option to maintain the term for customer.Is there any way that I can alter this credit term selection?Best Regards 

When exporting a Generic Inquiry (GI) to Excel, the Debit/Credit column is showing Count in the Excel status bar instead of Sum, even though the values appear numeric. This happens because Excel interprets the exported data as text, not numbers.Details:Acumatica Version: 2025 R1 GI Column Expression:   =Round(IIf([GLTranR.DebitAmt] <> 0, [GLTranR.DebitAmt], -[GLTranR.CreditAmt]), 2) GIDespite using CDec() and numeric formatting, the exported Excel file still treats the column as text. This results in:Excel status bar showing Count only. Long trailing zeros in the values (e.g., 5273651.000000000000000000)Is this behavior expected in 2025 R1? Is there a way to force Acumatica to export calculated GI columns as numeric without post-processing in Excel? Any best practices for handling this in GIs?