Discussion Forums

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

Hi, I had to create a custom EFT Export file from scratch for a client without the Canadian localization due to cost. It does export and we sent to the client’s bank CIBC for testing. We did get some errors back. For the most part the I believe most of the errors can be corrected but need help formatting the file to comply with the 1464 characters requirement per line. I have attached a copy of the export file and CIBC requirements. Would anyone be able to provide guidance to update the export file?     Thank you,Frances  

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

Currently the Acumatica to Avalara/ Avatax ECM connector requires that the customer record have the Primary Contact.  Many clients do not use these fields and certainly wouldn’t use them for requesting a sales tax exemption certificate.  They would use the information on the Bill-To Info tab.  This has the correct emails and phone numbers for these types of requests.  There is also an Account Name or Attention field that can be used as the contact for the request.  The current mapping is not useful,  it would make the connector usable if it mapped to the Bill-To Tab and not the primary contact.

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? 

We are using the “entity/Manufacturing/23.200.001/MoveEntry/ReleaseMoveEntry” REST API Endpoint to release the move entry at the end of the process.  We get a 202 Accepted response even when the release was unsuccessful.  A couple of reasons for the release being unsuccessful is duplicate serial numbers being received and backflush not being setup properly in the BOM.  In both of these scenarios, we still receive the 202 Accepted response with no body.  How can we “trap” these errors so we can report them to users to make the corrections?  Is there a different API call to use?  Any thoughts would be appreciated.Thank you in advance.

Is it possible to set up a popup reminder in the mobile app that appears before a technician closes an appointment?

Hi! For the calendar board in field services, is there a way to easily block off certain time slots for field service employees? The example is I have an employee that needs to block off 2 hours in the calendar board because they have a personal appointment.

Is anyone familiar with the know issue below and the workaround.?I am having a hard time following this write up, please help me understand   AC-292726: If the Enable Time & Expenses Integration check box was selected on the Service Management Preferences (FS100100) form, and a user created logs for an appointment that were linked to a submitted or released time card or time activity before the check box was cleared, they could delete the log records manually or automatically on the Appointments (FS300200) form when they reopened the appointment.As a result, the time entry kept the reference to the deleted log and the data was inconsistent. Also, if a user clicked Correct on the Employee Time Cards (EP305000) form for a time card that contained the deleted log, the following error message was displayed: An error occurred during processing of the field Log Ref. Nbr. value %Log Ref Nbr%. Error: Log Ref. Nbr. ‘ %Log Ref Nbr%‘ cannot be found in the system.Workaround: Please find the w

I want to share some tips and tricks for Acumatica Payments that is a part of Acumatica ERP 23r2. How to make the Payment Link look nice in the email notificationAcumatica can send Payment links to customers to pay their invoices. The default notification looks something like this: If you want the payment link to look like a text with a link, you need to do the following:Go to Email Templates and open Invoice Payment Link template   Remove the default ((PayLink.Url)) Click Insert → Link   Select ‘File from the Web’, for URL use ((PayLink.Url)), for Insert Link use any text you want and Click INSERT Enjoy your beautiful link in the email!  

HelloI’m having an issue in Canadian payroll setup, and I’m wondering if anyone else has run into this and has any suggestions.We have set up a deduction and benefit codes for paying vacation at 4% of total earnings to one of our employee groups. It is a payable benefit, and on the Employer Contribution tab, I have indicated that it should be included in Box 14 for Federal Reporting. According to government websites, we should see that vac amount populated in boxes 14, 24 and 26.On the CAN Tax Setting tab, I have CN at Source selected in the Code Type box.When I process pay it calculates properly, shows on the pay stubs nicely and looks correct, but when we look at the T4, we do not see the amount added in to Box 14 as we would have expected.Appreciate any advice anyone has as documentation is limited. Thanks in advance! 

We’re experiencing a consistent issue where printing documents screens that typically shows the actual document (invoice, statement, remittance, payment register) are sometimes routing the user to a “Process Report” screen and requires manually re-entering parameters (document type, reference number) and clicking Run Report.Same user sometimes gets it right, sometimes gets this screen. 

Building a GI where I need to get the most recent “Effective Date” for all inventory items that are a “STAFF” price code. The ways I’ve seen to get the most recent record in GI’s won’t work here because the effective date only lives on the ARPriceWorksheet table and not on the ARPriceWorksheetDetails table where the inventory item, price code, and pending price are. Thanks for the help!