Discussion Forums

Hi everyone,I am facing an issue with a customized ARInvoice report (Report Designer) in Haufe X360/Acumatica.When a prepayment invoice (DocType = PP) is applied to a regular invoice, the tax section in the main report shows multiple tax lines.Example: Net amount: 30.00 € Tax (19%): 5.70 € However, in the tax section I get three lines: +5.70 (invoice tax) +5.70 (tax from prepayment) –5.70 (adjustment/correction line from prepayment application) The totals are technically correct, but for the customer it looks confusing because the VAT/Tax is printed three times (see attached screenshot). What I tried so far: Added a VisibleExpr in the tax section, e.g.:   =IIf([ARInvoice.DocType] <> 'PP', True, False) → Unfortunately this did not solve the issue, the duplicate tax lines are still there. Checked if the issue is coming from the subreport → but it actually happens in the main report. It looks like the tax section is pulling from both ARInvoiceTax and the adjustments (ARAd

Hi Community,I’m working on a customization where I’d like to add the “Add Items” action button to the Details grid on the Sales Quotes screen (CR304500), similar to how it currently works on the Sales Orders screen (SO301000).The goal is for this button to open the Inventory Lookup dialog, allowing users to search for and add inventory items directly into the quote lines, just like in the Sales Orders screen.This functionality is already working as expected in Sales Orders, and I would like to replicate the same behavior in Sales Quotes to streamline the quoting process.Has anyone implemented this before or can provide guidance on: Which action or logic controls the Inventory Lookup in SO301000? How best to reuse or extend this functionality in CR304000? I went through This link of ideas section for same requirement but its already in status as Unlikely to implement SO i am findig a way to implement it via code.   I’ve added the popup panel, form, and grid for the inventory lookup d

Hi, I’ve created an import scenario to import expense receipts using a file format from the bank. Since the employee ID is not in the csv file, is there a way to link the Claimed By field by using the credit card number in the import scenario? The corporate cards are all setup and each card is linked to their respective employee ID.  Thank you,Joey

Is there an existing connector or integration between AllianceHCM (https://alliancehcm.com/) and Acumatica Cloud ERP?

Hi everyone,I’m curious what other companies’ picking processes look like in Acumatica — especially if you’re using any customizations or third-party integrations to make picking faster.Our current process feels very tedious. To pick an item, our warehouse staff has to: Scan the location Scan the inventory ID Scan the lot number Manually click “Set Qty” if we’re selecting more than a quantity of 1 In our previous ERP, each box had its own lot number. When picking, we could simply scan that lot number, and the system would automatically know the location, inventory ID, and quantity from that single scan.We tried to eliminate the “Set Qty” step in Acumatica by creating cross-reference barcodes tied to the UOM (BOX or CS). That way, when we scan the alternate ID, the system automatically sets the quantity based on the UOM.For example, for product F8032-052LG: Inner pack (BOX) = 6 units Full case (CS) = 72 units So, if I need a full case, I scan the F8032-052LG-CS barcode once, the

Question if we send the Latitude and Longitude to Avalara as we dont have the address (zip, state etc) to calculate Sales Text (feature added in 21R2) is it possible to get the address back from Avalara and populate to Acumatica along with the tax amounts

Hi Team,In the Employee Payroll Settings screen, there is a 'Tax Setting' tab that has a 'Name' field. This field does not exist in the database.I added a custom field and tried to store the value from the 'Name' field into my custom field, but I'm not getting the expected result.Could you please assist me with how to transfer the value from the non-existing field to the custom field?     public class PREmployeePayrollSettingsMaint_Extension : PXGraphExtension<PX.Objects.PR.PREmployeePayrollSettingsMaint>  {      #region Event Handlers      protected void _(Events.RowPersisting<PREmployeeAttribute> e)      {          if (e.Row == null) return;          var row = e.Row;          var rowExt = row.GetExtension<PREmployeeAttributeExt>();          // Copy Description field value to your custom field          e.Cache.SetValue<PREmployeeAttributeExt.usrName>(row, row.Description );      }      #endregion  }

Hello,We have about 350 stock items that are set to either inactive or marked for deletion. Some of these items still have a quantity on hand in one or more warehouses.The items marked inactive/m4d do not show up on the physical count, and will not let us create adjustments for them.Is there a way to zero out the on hand inventory for these items without manually going through all 350, reactivating them, doing an adjustment, and then deactivating them again?Thank you!

I would really like an Acumatica Bootcamp style training in a live environment in Manufacturing with Acumatica professionals.  Has Acumatica considered this option?  Or would they consider this option?  I’ve done a lot of the training online, but this does not allow me to ask real-time questions as I go along.

Looking to understand more about: How does system address having 2 Retained Earnings? I.e. AOCI

We have low-cost products and don't use the formal RMA process, but we still need to handle returns efficiently.We need the belowAdd returned items back to inventory at specific locations Link to customer when known (sometimes customer is unknown) Keep it simple and lightweightLooking for a simple solution that gives us basic tracking

I’d like to do a GI to show quantity available of stock items that is filtered by a vendor ID who has a cross-reference number for that stock item. I’ve identified the data lives in these tables but am not having luck getting the results: I either get 30k plus rows where it shows the same stock items many times over or errors that indicate my joins are off. I’m not an SQL expert unfortunately and hoping this is something that can actually be accomplished with a GI instead of custom dev.  See below for my tables, joins, and filter.   

Our Modern UI Calendar Board displays all 24 hours despite selecting our working hours in Service Manage Preferences. Am I missing something? Only want our working hours displayed. 

Hello,Has anyone created an API link inside Acumatica to take credit card information on a sales order or invoice and pass that credit card back to process through shopify payments? Thanks!NS

Is there a document that explains what the sale order statues mean and how a sales order moves thru the different statuses?Thanks!

Hi! I am trying to manually adjust an inventory item to qty zero but keep receiving the following error:  I checked that there are no open transactions in the system that has this item. Any idea on why this error shows up?Thanks!

HI there, I may be in a unique position, but I would like some help. We had an order that went through that someone forgot to charge Tax on. So, to rectify this, we created a new order, and used a noninventory item with a value of Zero, then set the Taxable amount of that item to the missing tax amount on the previous invoice.  However, now when trying to create a payment, I run into the following error:“Error: An error occurred during processing of the field Order Nbr. value SI195384        AR Error: The order cannot be applied, the specified combination of the order type and order number cannot be found in the system.” I have tried manually making a payment from the Payments and Applications screen, however I run into the same error there, even if I make sure the Application Date matches the Document Date.  Has anybody else experianced this and been able to resolve it?

What is the best way to add a subcontractor to a service order?  Is there a way through a PO or how do you tie the bill to the service order? 

2025R1  I am doing something wrong.Business wants to hold orders for review that trigger specific logic.  I have the logic working, it pops a warning and sets a flag on the SOOrder header (to trigger workflow or approval map). Three options I have worked through:1. Put on Hold logic in the Customization through a “click hold” call if X = true.  Code never set the order on hold. 2. I created an Approval Map for Sales Orders based on a SOOrder header flag.  It ignored the flag and held every order for review.3. I found a suggestion on here for a Workflow customization, but it does not trigger a hold either.Logically, I think the Workflow is the best route, if I can get it to apply.

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Hello community. Very new to Acumatica. Kickoff for us is next week but wanted to get on to the Community as soon as I was given access.Was a long time Distribution user of Infor Sx Enterprise (formerly Trend for those familiar and old-as-dirt like me) and was very active in their intendent user community.I now work for US Generator a new Contracting company that is all about selling, installing and servicing Generators of all shapes and sizes…. residential, commercial, industrial.Glad to be part of the Acumatica community and excited to get started with our implementation.

When the file is added to a BOM, the file gets added to the production order when the production order is created for the item. Question:  Is the system creating a copy of the same file of is it using the same one.  The links that I’ve seen on both Engineering BOM and Production Order BOM seem to be pointing to the same file, but I would like to confirm with someone that knows more about Acumatica than me. 

Can i do something like ='Reference No(s):'+ ([ARInvoice.RefNbr]) it will display all the Reference number in the Payment? cause i need it in one line  

Hi! Can someone point me to where I can increase the length of a UDF name please? See below screenshot, some field names are too long and getting cut off. I know how to increase the length of the value for that field, but is there a way to increase the length of the name itself? Thank you!! 

Is there any settings in Acumatica that would show some sort of error that the same Name, Email Address, Mailing Address, or Telephone Number has been used and is already associated with another customer profile?