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I am on 2024 R 1. I am trying to correct invoices that were created with he incorrect tax amounts. I have created a Credit memo but receivng error message  “ Error: 'TaxBucketID' cannot be empty.” when I try to release.  Where is this Tax Bucket ID located ? The trace only states “    

I am struggling to add a PXDBScalar field to a CRQuote extension. In my customization, I have added a NonPersistedField to CR.CRQuote:[PXDecimal][PXUIField(DisplayName="Lead Days (Rev)")][PXDBScalar(typeof(Search<PBSA.UsrQTRevision.leadDays, Where< PBSA.UsrQTRevision.opportunityID, Equal<CRQuote.opportunityID>, And< PBSA.UsrQTRevision.quoteNbr, Equal<CRQuote.quoteNbr>, And< PBSA.UsrQTRevision.revNbr, Equal<CRQuoteExt.usrRevNbr> > > >>))]PBSA.UsrQTRevision is a custom table and DAC. I have another table and DAC like it for Sales Orders called UsrSORevision. For troubleshooting purposes I have added a similar PXDBScalar field to a SOOrder DAC extension:[PXDecimal][PXUIField(DisplayName="Lead Days (Rev)")][PXDBScalar(typeof(Search<PBSA.UsrSORevision.leadDays, Where< PBSA.UsrSORevision.orderType, Equal<

Hi Acumatica People, For my Vendors import scenario, about 1/3 of my records are failing with the error, Shipping Terms FEDEXGRND Can not Be Found in the System.  To make this error more intrguing, I am attaching my import scenario and my source Excel file (my data provider is really SQL, but for you all, I created this scenario). observations about this error: Shipping Terms is the value, PREPAID, and ship via is UPSGRND (not FEDEXGRND) and FEDEXGRND is the ship via, right? The trace conveys that perhaps the termid that I have is not found??  ….I am attaching my import scenario.

we build the dashboard and it was work. after few days, we are getting this error. is there anywhere i can find GI 

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? 

Has anyone been able to have multiple visible expressions at once? I cannot get mine to work. I have two I want to combine on the details section of a report:      1) Color coding every other line: =[$LineNbr] % 2 = 0  or in the second detail section it would be =[$LineNbr] % 2 = 1I have a Note section. It should only show if there is a note. If not then do not show:  = ([LineNote.NoteText]<>Null And [LineNote.NoteText]<>'') How can I combine the two to make it work where it will color code if there is a note line, else the line does not show at all.   

i.m currently on an older version of Acumatica, testing in the sandbox for version 2024R1. I am using the Construction module and crated an invoice for a project. The invoice appears in all of the modules correctly, however, the issue i am having is with the Project WIP Report and Project WIP Detail Report. The Project WIP Report headings Revenue Recognized and Billings in Excess of Costs is showing the correct amount but the Period Billings and Billings to Period are showing credit amounts.In the two test scenario billings created and posted for the two projects, there were no debit or credit memos to cause a credit balance. It appears the credit balance is equal to the tax amount on each billing. In reading through the notes this is a known problem after the 2023R1 release. The proposed solution to run Recalculate Project Balances doesn’t seem to be working.Any ideas as to whatelse i could try?

Hey everyone! I’m working in the engineering workbench and for some reason I can’t utilize all of the grey area below the red line. I’m no a PC using firefox if that is helpful. This makes it very difficult to view.  

I don’t use FieldSelecting (almost never) and I think I should have been using it a lot more.  However, When I set the Qty on a line in Bills and Adjustments, it just displays it on screen, and if you add a cost, it doesn’t extend the cost out.You can see it defaults the Qty to 1.  But when you add an item, the extended cost is 0.Here is my method: protected void APTran_Qty_FieldSelecting(PXCache cache, PXFieldSelectingEventArgs e) { var row = (APTran)e.Row; if (row == null) return; if (row.Qty == null || row.Qty == 0) { e.ReturnValue = 1m; } }If I do this in the RowInserting it works, because I can actually update the cache. protected void AP

Dear community!This customization package is applicable to Acumatica 25R1 and later versions.The package includes a generic inquiry that demonstrates the new project & construction reporting capabilities. The inquiry is provided “as is”.After publication of the customization package, in order to view the data for the existing projects, you need to run the recalculate project balances process.This customization package contains 3 generic inquiries. Two of them are used in the third generic inquiry “Project Bdg vs Actuals Through Date”, which gets added to the menu once you publish the package.This generic inquiry allows the user to see the date-through actuals and review the budget performance for a specific date (as the screenshot below illustrates). More information and demo will be provided

UPS integrated shipping has the option for gif files, which are great for sharing with customers, as it can be used without a Zebra Printer. However, the file comes out horizontal, as shown in the below image. Is there a way to get the UPS Gif files to print out vertically, instead of the default horizontal? 

Hello!My task reminders are getting popped up when I am logging in to the system only. And at the time reminder works, my screen get stuck but no reminder is visible. Is there any setting I can change when to pop-up the reminder?Thank You!

Good day I am creating a GI which will list all the lines and their columns from the relations tab for each opportunity record.The following tables have been used for the GI: CRRelations, CR Contact, CR Opportunitiy, CR Leads, BAccount, So Sales Orders. I am having difficulty showing the status of each line, as this could come form a number of tables (i.e. sales order, leads, customer, etc.) I have tried using the ‘Target Type’ from the Relations table in an IF statement, but I don’t seem to be getting the name of the type ‘name’ correct.Does anyone know how this can be achieved in possibly a simpler way?Thank you.

An account was added while creating BUDGET for 2025. That account is no longer visible under FINANCE/BUDGET but it is visible on P&L Budget. That specific account needs to be updated and cannot be located. I was looking in every subaccount, in case it was posted in the wrong place and nothing. That account has not been added to Budget configuration prior to entering it to the budget. However, it is showing under different branch budget P&L and BUDGET. I added this account to Budget configuration, but it is still not visible, nowhere to be found. I am getting an error of duplicate account/subaccount if I want to add it again. 

Hi everyone, I have a troble and I hope if someone could help me.The issue is in a project of customization, I needed to create a new screen and I had to redirect from another screen so the new screen is a pop-up screen.In the pop-up screen I have a grid and I want to save a record from another table but when I push Save button it doesn’t nothing, I checked that current cache of the dac (I mean the cache of the grid) is full but it doesnt save when i'm in its tab but if I change the tab and I try to save, it's done and It save the record, it's rare because I didn't save nothing, I didn't remove neither modify. The primary view was refered another Dac and the others tabs was refered the same view but the issue tab was from its view. Also the Dac “Cargos Adicionales” have a compound key, I mean, it have the keys from th

Using Shopify Plus+ b2b .We have 3 branches, and orders are required to be imported with the connector to the respective branch.There is a lack of mapping options available to the Company Entity.We tried manually inserting a metafield into the Customer. The metafield value definitely exist on the customer.Receiving  error "SalesOrder.Details[0].Branch: 'Branch' cannot be empty.Inserting  'Sales Order Line' record raised at least one error. Please review the errors.”What are our options for mapping to the right branch? We have too many customers to do it by locationid in orderdata. 

We currently have one company setup without using branches, The subaccount segment string is AAA-BBB where AAA is the Department and BBB is the Product.  We want to add the physical location by either creating branches or a third segment in the subaccount segment string ie CCC is the Location.  Is there any benefit to creating Branches (say for data entry, reporting, complexity of system administration) to capture this information compared with changing the subaccount string to include a third segment ? 

In Bills and adjustments, when an invoice is created and any supplier is selected, an item is automatically entered. What is desired is that a default item does not appear. Can you help me please? 

Hello Everyone, We are trying to create a new field in the sales order screen and we need to display it in the modern UI Sales order screen.  Created a new instance with version (24.205.0015). While creating the instance enabled the Install NodeJS  and Enable Modern UI check boxes.  After completing the instance setup, I tried running the npm run getmodules command, but encountered the following issue. First the NodeJS   files was not in the FrontendSources  folder. The NodeJS  folder was created in the C:\Program Files\AcumaticaTools\NodeJS\node-v18.12.1-win-x64 path.  Moved NodeJS  to the FrontendSources  and tried still same issue.  I also tried running the .\npm command in the NodeJS folder, but it did not work. It seems the NodeJS is not installed that I have installed with Acumatica instance. Removed the NodeJS from the path and followed these instructions(

Hi,I have been playing around the customization Project. I have added a new filed Excise Duty in the details tab of the Sales Order Screen SO30100. Now I want that Excise Duty to be 4% of the Quantity.  But I am getting error ofBelow is my DAC and I have added code to calculate the Excise Duty 

I want to add a new field that will allow me to pick a list of employees or users. Or that will allow me to link to an attribute that I already have with employee names. I have added the field already thru customization, but am stuck trying to figure out the pick list. Am I doing it correctly? My main goal is to put a pick list of employee on my project quote screen, so that I can then view it on the inquiry screen as a column and create reports. Any help or direction would be greatly appreciated! Thanks 

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share Joel Hoffman - Acumatica Community Featured Member for March 2025Meet Joel Hoffman our Acumatica Community Featured Member for March 2025. It’s great to have you as part of the Acumatica Community ​@joelhoffman! 

 Hello everyone, Getting the error below when I press the button REMOVE HOLD.What could be the issue?All responses will be highly appreciated.

Hi guys,  I have configure acumatica instance for the first time. everything goes smooth but when i tried to run the website its taking long long time to load and then this error and still loading sign.  What should i do in this case? Please guide 

Dear Team,How to add "Inventory" Type of "Source" Role in "RELATIONS" Tab on Cases screen ? The expected results are as follows: Best Regards,NNT