Discussion Forums

Good day,Questions:Has anyone had an issue with Customer Statement Automation?  Meaning the statement should have been emailed but didn’t.  All the likely areas were reviewed.  Check boxes, AR Statement reference set up.  Customer profile reviewed.   We even had a statement go out but the emailed box was not checked.Does On-Demand update the email box on the Customer Statement History?Last one (promise): When you put two conditions on the Automation, it is an AND condition or OR Condition?  (OK. One more). Statement Date vs Business Date. If payments are made after the Statement Date, does the automaton need to be set to Statement Date or the business date of the prepared statement automation.  For example, if the customer made payments after the statement that show a balance on the statement date, but the balance was Zero at the time the statement is prepared.

I am currently working on the Dunning Letter functionality in Acumatica.The requirement is to send different email notifications for each Dunning Letter level (for example, Level 1, Level 2, Level 3, etc.).Each Dunning Letter level should have: Its own email template Different email content and tone based on the severity of the overdue status The correct template selected and sent automatically when a Dunning Letter is generated for that specific level Each email should have Outstanding Amount in Dollars I want to understand the best approach to configure or customize Acumatica so that the system sends the appropriate email template corresponding to the Dunning Letter level.

Hi,My customer is using an XML file from a 3rd party to update PO container records (AcuContainer). The issue we have is that there are records that don’t exist in the system, how do we DISABLE record creation so it will only UPDATE existing records? Thanks

I have grouped the report by Type. Now I need to calculate a value in a new column that depends on data from both Type records (e.g., Type = I and Type = E). The calculation should use values from both Types within the same group and display the result. Is this achievable in an Acumatica report?

Hello! Is there any way to include the Sales Order info on the installment invoices?I’ve heard feedback from our Accounting Team and many of them express that their customers have a hard time processing the installment invoices since they do not have any detail outside of just the description saying “Multiple Installment Split” and no relevant Sales Order data is present on the form. This further delays payment as there needs to be lots of correspondence and deliberation when it comes to finding which parent invoice the installment invoice is connected to and then further, which Sales Order the parent invoice is connected to. The feedback I've received is that due to the business being an engineer-to-order manufacturing business, most Sales Orders primarily have installment terms. And without any connection to the Sales Orders, it seems to just communicate, “Hey Customer X you owe us Y dollars on this due date” without any backing information from our end a

Based on testing in 25R2, using Generate Orders for Subassembly pegs the Constraint Date to the Parent Order Start Date (not the individual Operation Start Dates) for the Subassembly orders that are generated.The Due Date is smart enough to look at the Operation Start Date for when the Painted Assembly is actually needed, but Due Date has no impact in the Generate Orders for Subassembly action.We’d like the Constraint Dates for the child orders to be pegged to the OPERATION start date, not the ORDER start date.  Is there a configuration we’re missing?  We do not use APS.Other areas of the system seem to look at OPERATION start date to determine Constraint Dates/Promise Dates/Demand Dates.  I know on the Order Type you can force the MRP system to “Use Order Start Date for MRP”, which pegs all Constraint dates to the ORDER sta

Hello Acumatica CommunityI am working on a GI for AP Aging that gets exported to Excel. The PO Number is a requirement for this GI, but there is a something causing duplicate records. Example: This is by quick filter for the Reference Number of one billIdeally, this would only be one line in this GI. Here are the GI detailsThe duplicates are only occurring with AP documents with more than 1 line items. Please advise on how I can remove the duplicate records.Thanks!

I’m trying to convert a popup dialog box that worked in Classic UI to Modern UI.I’m so close, but I’m missing something. When the dialog pops up the ok button is constantly disabling. I think it has something to do with the way I’m making the view, but I can’t quite figure it out. Additional details in the view section below.I feel like I must be close, but can’t seem to make it happen. Calling on the experts!The Class for the dialog:    [Serializable]    [PXHidden]    public class TCAPCreateSalesOrderFilter : PXBqlTable, IBqlTable    {        public static bool IsActive()        {            return true;         }        #region OrderType        public abstract class orderType : PX.Data.BQL.BqlString.Field<orderType> { }        [PXDBString(2, IsFixed = true, InputMask = ">aa")]

Hello! I currently have a GI that shows all sales within a certain time period. However I am noticing that credits are showing as a positive number. I saw a few ways that you can turn them into negative but my report is built off of ARTran fields. Is there a formula I can use for this? Here are my current fields in the “Results Grid” tab 

Hi,Quick question about Corporate Credit Card receipts created from Bank Feeds.When we import transactions using Retrieve Bank Feed Transactions (CA507500) with Create Expense Receipts enabled, the receipts are created and automatically matched to the bank transaction.Because of that, fields like Qty, Unit Cost, Tip and Taxes become non-editable for the user unless we Unmatch → Edit → Match again.Is this the expected behavior, or is there a way to prevent the automatic match during import so users can adjust taxes/amount/tips first?Curious how others handle this.Thanks! Example:A corporate card transaction is imported for $61.40. Part of the amount is taxable and part is not. To match the receipt correctly, the expense amount needs to increase while the taxes decrease, but the final claim amount must remain $61.40. Since the receipt is already matched, these fields cannot be adjusted unless the transaction is first unmat

I’ve created a GI to find gross margin on appointments. One issue I’ve run into is that if a purchase order has been returned, the item is still on the appointment with the costs showing but it is marked as “completed” as well as a “free item” to remove the price so it doesn’t bill out. Is this an issue with the steps purchasers are taking, and they should be doing something differently on the appointment? Having theses costs show without a price is greatly affecting margins on some appointments. 

Hello, How do you clear the purchase accrual account when you have a receipt and a return for a vendor, but the amounts don’t match exactly?  Example: You have a PO receipt for $500 of goods and PO return $450 – I am guessing that it may have something to do with the average cost changing between when the goods were received and when they were returned. The opposite of the above could happen as well – PO receipt for $450 and a PO return for $500.

Hello,How do you get the cash discount date correct when you have 2% 10th prox net terms with an invoice cut off date of the 25th of each month.  Example: Customer is invoiced on 2/20/26 – cash discount date is 3/10/26 due date 3/31/26 – cash discount date is usually right on this one Customer is invoiced on 2/27/26 – cash discount date is 4/10/26 due date 4/30/26 – cash discount date is usually wrong on this one

Is there a setting to allow Mark for PO when entering Sales Order Quotes?  The functionality is available for Sales Order types with automation behavior Sales Order but not with automation behavior Quote.

I am creating a Transfer Order in the Sales Order screen from an Action button on the Appointment screen.After the Transfer Order is created, I need to override the Shipping Address (SOShippingAddress) with the address values from the Service Order Address.However, the Shipping Address is not getting overridden, and the values are not updated in the Sales Order. Only overrdie check box is checked other fields not updating.Below is the code I am currently using:oGraph.Shipping_Address.Current = soGraph.Shipping_Address.Select();soGraph.Shipping_Address.Current.IsDefaultAddress = true;soGraph.Shipping_Address.Current.OverrideAddress = true;soGraph.Shipping_Address.Current.AddressLine1 = Base.ServiceOrder_Address.Current.AddressLine1;soGraph.Shipping_Address.Current.AddressLine2 = Bas

Hello, i don’t know if this is a complicated problem or if i’m just thinking in the wrong direction. I have a Dialog which pops out per button click. Inside this SmartPanel i have 2 Selectors which aren’t working. I tried using Standard ones which are working in other Screens, but i get the same error. I have a Filter DAC CommSupplier, inside this DAC is a Checkbox and the 2 Selectors. This is how i open the Dialog:  public PXFilter<CommSupplierFilter> CommSupplierFilter; public PXAction<FSServiceOrder> commSupplier; [PXButton(CommitChanges = true)] [PXUIField(DisplayName = "Lieferanten beauftragen", MapEnableRights = PXCacheRights.Select)] protected IEnumerable CommSupplier(PXAdapter adapter) { if (Base.CurrentServiceOrder.Current == null) return adapter.Get(); if(Base.ServiceOrderRecords.Current == null)

Hello, has anyone had any joy in creating a customer price list that will show the base price along with any customer specific price and customer price class they belong to.Many thanks 

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We are considering changing from Shopify POS to Clover.Is anyone using Clover for POS, and if so is there a preference for which 3rd party connector is used?Thank you

With Projects, we are forced to use GL Accounts that are associated with an Account Group.  That’s decent validation.With Non-Projects (e.g. “X”), what is the best way to not allow COGS Accounts to be used on those transactions?Ideally, there would be a way to not allow non-COGS (and Rev) Accounts to be used in Account Groups OR at least require the GL Account being used is in an Account Group that is budgeted on THAT Project/Project Task/Cost Code.

Is there a good way to accomplish this special situation?   Send shopify transfer order details to Acumatica as 1 step transfers. Thanks,Nirav S.

Hi everyone,What is the best practice for sending mass emails from Acumatica while staying compliant with email regulations?For example, if we want to notify several hundred customers about a new product launch or upcoming price changes, what approach do you typically use? As far as I can see, Acumatica’s built-in mass email functionality does not support an unsubscribe link. How do you usually handle this? Do you manage opt-in / opt-out preferences inside Acumatica, add a custom unsubscribe mechanism, or send those communications through an external email platform (Mailchimp, HubSpot, etc.) integrated with Acumatica?Would appreciate hearing how others are handling this.

Hi.I would like ask why my report is not working anymore in the new update, especially the groupheadersection1 (header for district) and groupheadersection1 (header for area). Here are some of the formula i used and the parameters and filters i’ve setup.Thank you. 

Hi all! We have a generic inquiry showing the sum of all cases per customer.The GI shows zero if the customer has no cases and shows the sum of all their cases if the customer does have any. All if working well here.What we want is to have date parameters, where if the customer during the selected date range have cases, then show the sum of those cases during that period. If not, then show zero. So, regardless of the date range, all customers should always be listed in the GI, only the number of cases should change.The problem right now is that if I select a date range, the GI only lists customers if they have cases created during that period. Customers with zero case created during that period will not show. We want the GI to always list all customers and show zero if there are no cases during the selected period instead of not showing the customer at all. Any thoughts on this? 

I am working on a processing screen. The grid of this screen works off of a projection DAC that joins a bunch of inventory tables (INLocationStatusByCostCenter, InventoryItem, INSite, INLocation, INItemSite, and INLotSerialStatusByCostCenter). I am trying to surface the QtyAvail field. I have the respective fields in the DAC:#region LocationQtyAvail[PXDBQuantity(BqlField = typeof(INLocationStatusByCostCenter.qtyAvail))][PXUIField(Enabled = false)]public decimal? LocationQtyAvail { get; set; }public abstract class locationQtyAvail : BqlDecimal.Field<locationQtyAvail> { }#endregion#region LotSerialQtyAvail[PXDBQuantity(BqlField = typeof(INLotSerialStatusByCostCenter.qtyAvail))][PXUIField(Enabled = false)]public decimal? LotSerialQtyAvail { get; set; }public abstract class lotSerialQtyAvail : BqlDecimal.Field<lotSerialQtyAvail> { }#endregionMy goal