Discussion Forums

Hi.         I would like to include additional levels to the original Dunning letter but I’m unsure of the syntax in report designer. Initially, I would like four levels. Also, include a column for the late fees and interest for each document and a total for the late fees and interest.

Hi,I am trying to add BAccountID from INTran to the grid in Modern UI, the same way it is added in Classic UI, but I am unable to achieve this.Could you please help me understand how to correctly add this field in Modern UI?I have attached a screenshot showing how this field is added and displayed in Classic UI for reference.Thank you in advance for your assistance.Best regards,Vahe

Hi all,I'm having the following scenario: We have a base customization that adds a FieldVerifying handler in ArcContractMaint for ArcContract.CounterpartyID. We have a second customization that must completely replace that validation logic. We need the original handler to NOT run before or after our handler.The instance version we are using is: Acumatica 2025 R2Base handler we want to replace: protected virtual void _(Events.FieldVerifying<ArcContract, ArcContract.counterpartyID> e){ ArcContract row = e.Row; bool flag = row == null || e.NewValue == null; if (!flag) { FeaturesSet current = PXSelectBase<FeaturesSet, PXSelect<FeaturesSet, Where<True, Equal<True>>, OrderBy<Desc<FeaturesSet.status>>>.Config> .SelectWindowed(this, 0, 1, Array.Empty<object>()); bool? visibilityRestriction = current.VisibilityRestriction; bool flag2 = false; bool flag3 = visibilityRestriction.GetValueOrDefault()

Hello!I am required to copy any attached document from the Purchase Order level to Bill same as how it happens in the Sales Order through Order Type setting. Currently it provides options only to copy line notes only up to Purchase Receipt Level. And we will have to manually add attachments to the Bill for reference, and it has become time consuming.Is there any way that I can update this setting or modification ideas on this?Thank You!

When we create purchase orders with vendors that require “manual” online purchase (amazon for example) we want to be able to paste a direct link to the order from the vendors website within the PO.So i want to add an editable custom field where we can paste the links but i would like it to be a hyperlink.

We are using Avalara for AvaTax sales tax calculations as well as their Exemption Certificate Management system to handle our customer exemptions. We have a large volume of customers that have a sales tax exemption that only applies to certain product categories. For example, if customer buys product A it’s exempt but if they buy product B it’s taxable. Avalara has a feature “Exemptions by product category” and I believe I’ve set that up correctly adding the relevant Avalara tax code to the category then applying that category to the relevant customer exemption, however it doesnt work and charge taxes correctly. It sets the customer as fully exempt regardless of the product type when I test transactions in Acumatica. Does anyone use this feature or can they give me some guidance to a potential workaround? 

Hello Everyone! I have been working on a Zoho expense integration to Acumatica and thought I would share it with you all. The github repo is public and any contributions/suggestions from you all will be very much appreciated.aleksiwan01/ZohoExpenseIntegration: Integration for Zoho Expense with Acumatica Currently, the program pulls data from Zoho expense, alongside receipts, and creates the records in Acumatica.This is my first open-source project, and first project utilising API’s so if there is anywhere you think should be improved, let me know!

Understanding Cost Projections and WIP in Acumatica:  What Every Project TeamTrying to tackle handling differing Labor Rates for the Revenue Budget and Cost Budgets. Our company has been trying to hide burdened labor rates from project managers.Our company is maintaining the same budget for Revenue and Cost. This has caused reporting to be difficult and would imagine using the cost projections and WIP report to be almost unusable. Should we just change our ways and input accurate Cost Budgets?Can the Revenue Budget and Cost Budget for labor be the same or do you need burdened the labor account groups to be accurate for cost projections, so that the % complete calculation for progress is accurate?Should we be using Quantity instead of Amount on the Progress Billing basis?

Hello Everyone, Issue Description: While importing the package related to Modern UI files in the Customization screen, the system throws an error: “Input string was not correct.” This issue occurs specifically when Modern UI files are included in the package. If these files are present, the system displays the error message during import.it is happen latest  Official Build 25.200.0248.   Expected Behavior:The package should import and publishThank you in Advance

Just to preface, I am self-teaching on Import Scenarios for the most part, and I don’t have a lot of experience with them yet. This is around the third Import Scenario I have built from scratch, and it has one complicated part I am really having trouble getting right. Now on to the problem:I have some Stock Items that I want to make default a certain vendor. The vendor is already on the Stock Items, I just want to use Import Scenarios to check the default box for that specific vendor. There are multiple vendors on these items, so I need the Import Scenario to choose the line that vendor is already on and check that lines box for the default. I have set it up a ton of different ways, and I can get it to check the box, but it always checks the box on the first vendor in the list. Alternatively, the way I have it set up at the moment is giving an error about adding a duplicate line. Screen shots below. If any other info would help just let me know. Stock Item Vendor List: I have cut the e

Customer recently upgraded from 2024R1 to 2025R1.  In 2024R1 when a PO was created for a non stock item the PO Accrual account field was populated with the Expense account from the item.  The end result is that there is no posting to an accrual account - it washes through the expense account and the hits it again when the AP bill is produced.  This is how they want the system to work. After upgrading to 2025R1 all PO’s for non stock items are now populating the PO Accrual account from the PO Accrual account in the item instead of the Expense account.I did not set this up originally so I am not sure how it pulled the expense account in the first place so I can see what has changed since the upgrade.Has someone done this?  Thank you.

Hello Community,  I keep receiving an error when running an import to create AR payments. The error that is being displayed is “Customer Exceeded Days Past Due”. This is a warning now, so I’m surprise the system is not allowing us to complete the import. If I go to the Payments and Applications screen and enter the payment manually, it saves without any issues (I get the Days Past Due warning but it still allows me to save the payment). Any ideas? Thanks,Eric   

Hello,I am trying to create a report in Acumatica Report Designer where I need to first group records from one table, and only after the grouping, use the result to join with another table.Is it possible to implement this in Report Designer? Does Report Designer support virtual tables or nested tables that would allow such a workflow?Any guidance or examples would be greatly appreciated.Thank you!

Hello,We are using the Acumatica native BigCommerce connector, and we’ve noticed that several sales orders created directly in Acumatica have been pushed to our BigCommerce portal, creating corresponding sales records there.We want to stop this, meaning that no sales orders created in Acumatica should be exported to BigCommerce. BigCommerce should only receive orders that originate from the website.Is the sync direction the cause of this issue, since it is currently set to bidirectional?If so, why are only some Acumatica-created sales orders being exported to BigCommerce, and not all of them? We have screenshots of the import and export mappings available for review. 

Business Case:Business would like to be advised on the changes to a POLine.PromisedDate.Solution:Create a SQL view to extract the previous POLine.PromisedDate and the date it was amended. Surface the SQL View with a DAC and join to POline.Problem:Changes to fields are stored in AuditHistory.ModifiedFields, which is a nvarchar(max) datatype, and I’m having difficulty extracting the data with SQL.Has anyone else encountered this problem, and is there a more effective way to track date changes at a POLine item level?Thanks,Ewan.

Hi Everyone.I am looking at the user experience in Acumatica and I am looking at adding tooltips to the workspace items. Please point me in the right direction. Thanks in advance 

I have import scenario. When import have some error  

Hi guys, I created a report showing the invoices and credit memos. There is a total. I need the invoices to add and the credit memos to be subtracted.How do I show the values as negative in a report designer?

Cannot delete revision nor choose which revision from which to copy to a new revisionIn the product configurator module, I made a new revision (AF) on CFG0000030, but in doing so, I made a sizable error that I cannot easily undo. What I want to do is delete revision AF, go back to revision AE, and have that be the basis for yet another revision for the rest of the edits I need to make. However, the system does not allow me to delete revision AF. I can only inactivate it. If I do this, AF remains the basis for the new revision (call it ‘AG’). Is there anything I can do here?

Hello  I am trying to sync related products against template items between Acumatica and BigCommerce.  I am able to do this with non template items and it works as expected. For template items I have tried adding a related item to one of the SKU’s in the template item but it does not sync through. Is there a way to associate related products to template items please? Thanks  Matt

We have a Foundation that uses Fund Accounting. At the end of each year when we roll forward our balances to 1/1 we roll the contributions, interest and expenses into a fund account. We don’t show it as a JE just adjust the opening balances as of 1/1. See below for an example. Is there a way to do this in Acumatica?  

I am using the financial report writer to build a project P&L for my client. I am having trouble getting the project name to appear in the title since there does not seem to be a parameter available.In my column set, I have added:=@StartProject + ' - ' + THIS IS WHERE I WANT THE PROJECT DESCRIPTIONThe project code is an auto-numbered ID and without the name makes it difficult to identify the reports.Thank you in advance.

I have dialog, wich is have buttons in html and aspxHTML<qp-button id="buttonOK" caption="OK" state.bind="buttonOK" dialog-result="Cancel"></qp-button><qp-button id="ButtonCancel" caption="Cancel" state.bind="ButtonCancel" dialog-result="Cancel"></qp-button>and  <px:PXButton ID="ButtonOk" runat="server" Text="OK" CommandSourceID="ds" DialogResult="Cancel" CommandName="buttonOK"></px:PXButton>  <px:PXButton ID="ButtonCancel" runat="server" Text="Cancel" CommandSourceID="ds" DialogResult="Cancel" CommandName="ButtonCancel"></px:PXButton>also i have barcode field and added in aspx next code for Auto button press function Barcode_Initialize(ctrl) {    ctrl.element.addEventListener('keydown', function (e) {        if (e.keyCode === 13) { //Enter key            var barcode = px_alls['edBarcode'];            var buttonOk = px_alls['ButtonOk'];            e.preventDefault();            e.stopPropagation();            if (barcode.value != null) { 

Hi Team,Is it possible to enable “Copy & Paste Clipboard” option on Projects screen, Since Standard Acumatica only have Copy function which can Copy Project within same Tenant and Same company.I need to copy the Project based on below scenario.To a different Company in same Tenant To a different Company in different TenantPlease help me on this. Regards,Ramya

Hi, i want to import migration data for AP Bill but when i try it there’s an Error 'AP Subaccount' cannot be empty. Enter the document open balance to this box”.There is any mapping that i missing, i really confused about this, when i try to remove the reference number, the error becomes “The Save button is disabled” So. i decided to put it random number, but when i try to input the number, there is a new error, please take a look, you can see the picture bellow:  And i already input Account and Subaccount in excel, i already did it manually in Bill & Adj. Form to see the Account and Subaccount but Acumatica cannot read it ya? Please help me to solve about this, i really appreciated. ​​Thank you, i really appreciated for your solving.