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Just upgraded to 24r2.  We are on prem. And have 11 tenants.Looking at switching our payment processor to Acumatica Payments and would love feedback from others currently using it as far as pros and cons.Have some questions regarding Acumatica Payments features. Can a customer set up a credit card for Auto Pay on the customer portal? Do new credit card set up or changes made to existing credit cards by the customer on the customer portal get imported back into Acumatica on the customer screen? Can we brand the payment and customer portal screens with company logos? Can we customize the customer portal to include new columns populated from Acumatica tables like the invoice or customer tables?  Are there features not available while we are on 24r2 that will be available once we upgrade to 25r1 or 25r2?Thanks for the help!Mike Jacob 

Hi Acumatica,Is there a way not to require the Production Order Nbr.?The client's requirement is to run a critical material for all production orderIs there another report in Acumatica that will satisfy the requirements?Thank you! 

Hello Acumatica Community,I am customizing the delivery note report (SO642000) in Report Designer, and I need to display the customer contact information from the related Sales Order (SO301000).To do this, I believe I need to join the SOOrder table to the SOShipment table, but I’m not sure how to properly set up this join in the report.Could someone please guide me on: How to join SOOrder to SOShipment in Report Designer? Which fields should be used to link them correctly? Any best practices for adding this kind of join? Thank you very much for your support!Best regards,Pantea  

Is there a way to adjust the metadata of a generic inquiry exposed via OData?  I have a simple customer balance inquiry that an external CRM system will use to get an account’s balance.  The friendly names of the parameters are “Company” and “Customer”, but the OData field names are “BranchID_2” and “Account”, respectively.  Also, the response includes fields that aren’t in the Results grid of the inquiry.  Why? Presumably because they are fields used in the joins and aggregation, but there’s no need for them to be in the response as it just adds clutter.  Thanks. 

Acumatica Generic Inquiries (GIs) allow for conditional formatting of rows, enabling users to highlight rows based on specific criteria. This feature enhances data visualization by visually distinguishing rows based on their data values. To implement conditional formatting in a Generic Inquiry:Navigate to the Generic Inquiry: Open the Generic Inquiry screen (SM208000) in Acumatica.  Select the Results Grid Tab: Go to the "Results Grid" tab, where you'll find the "Row Style" box.  Click the Pencil Icon: Click the pencil icon within the "Row Style" field to open the formula editor.  Enter the Formula: Write an IIF statement to define the condition for highlighting. The formula should evaluate a specific field and apply a style based on the outcome.  Specify Styles: Choose the desired style (e.g., color, font) for rows that meet the condition and optionally, a different style for rows that don't meet the condition.  Validate and Save: Click "Validate" to check the syntax of your formula. 

Hello.  We are struggling to get the embedded signature to work when printing checks.  It appears to be set up correctly as the Admin users can print a check with the signature.  However, the AP Clerk responsible for this is not able to print a check with the signature.  It just prints the check, but not signature. I suspect there is a security setting I am overlooking somewhere.  Any help is much appreciated!

I am dynamically creating grid columns on a Modern UI grid. This works great.What is not working great is that the dynamic columns seem to vanish when the grid ‘refresh’ button is used or the grid paging is used.Does anyone know how to prevent this?TypeScript:@gridConfig({ adjustPageSize: true, exportRowsLimit: 5000, fastFilterByAllFields: true, generateColumns: GridColumnGeneration.AppendDynamic, //generateColumnsAfterSelect: true, pagerMode: GridPagerMode.Numeric, preset: GridPreset.Inquiry, preventInitialFocus: true, repaintColumns: true, //statusField: "Availability", suppressAutoHide: true,})export class DXDynamicResult extends PXView { @columnConfig({ width: 70, textAlign: TextAlign.Left }) DXResultNbr : PXFieldState;} tagging ​@vanit05 because of this post

Hi Community!I have been receiving the below error message on a Generic Inquiry anytime I try moving fields, using column configuration, and using any filters.I tried troubleshooting by checking each relationship and making sure I am linking correctly. I do have a sub GI used in this Main one. Anytime I remove the relationship with the sub GI, there is no issue. But when I link it, the issue persists.Any ideas on how I should be joining these two tables?Here is how I joined my Sub GIKitComponentItem is my Sub GI​​​​​​These are my joins on the Sub GI:  Please let me know if you have any suggestions!! Thanks! 

I am trying to enter a Disassembly for a Production Order. I entered the original Production Order number in the References tab, but Materials in the Disassembly order are using their current cost.  The reason we are doing the Disassembly order is to correct the inaccurate Materials cost from the original Production Order. How can we get the original Production Order “reversed” using the original costs? 

I have open screen using PXRedirectHelper.TryRedirect(graph, PXRedirectHelper.WindowMode.Popup); Now i will need to close this screen.

Good day can you help me with this im seeing an error on my end when importing 

I have added two unbound custom fields to the List Members grid of the Marketing Lists screen.These fields are coming from two Attributes on the Contact.They display correctly which is a good start.  However, if I try to sort by Department for instance, it sorts the current list of items in the grid, not all records in the grid.If I try to filter the Department column by “SALES”, it shows one record for SALES.  I believe it is grabbing just one record from what is being displayed in the grid, not all records in the grid.I suspect this might be due to the fact that I have unbound fields added to the grid’s DAC.It is not an option to add these two fields to the table.  This would not be a viable solution.I overrode a method to get these values from the contact attributes for each record.Here is my method to get those unbound fields.[PXProtectedAccess]public virtual IEnumerable listMembers(){ if (Base.MailLists.Current is null) yield break; PXCache myCache = Base.Caches<Contact>();

Hi community,I’ve customized the Invoice and Memo, standard invoice report (ar641000.rpx) by adding a custom report that includes a subreport to display tax details like VAT name and amount. The subreport works correctly when I run it from the Parameters screen — VAT values and names display as expected.However, when printing the invoice through the Print action on the Invoice and Memo screen, the subreport shows 0.00 for tax amounts and 0 for VAT names.Could this be related to parameter passing or visibility of data when run from the main report?Any suggestions or best practices to ensure the subreport receives the correct tax data when printing through the screen.Thank you

I am trying to add this field to the inventory lookup in SO.Line PX.Objects.IN.InventoryItem.usrSeattleItemNbr However, when I add the column the attribute adds the following path...note the EXT.typeof(PX.Objects.IN.InventoryItemExt.usrSeattleItemNbr) There is no InventoryItemExtSelector column in SO Details does not show my added fieldsIf I edit the attribute to InventoryItem.usrSeattleItemNbr it fails validation. Any ideas to troubleshoot would be appreciated...thanks.    

Hello everyone,Starting from version 23R1, in a multi-company tenant, are data (GL transactions and commercial documents) automatically filtered based on the working company? Or is it still necessary to customize the queries by adding the Branch Access Info and Branch tables?Please note that my question is specifically about data visibility based on the current working company — not about access roles, company groups, or data restriction settings.Thank you in advance for your feedback.Best regards,

Hi allPerhaps a case of running before I’m walking here and quite probably missed some step in the docs/examples. So what I’ve done is develop a customization which I intend to build an extension library from. In this customization I created a report (This report is kind of like a Purchase Order).  Now what I want to do is to via a rest service call where I pass in a record id, download this report as a pdf.In the customization I think I’ve got the method sorted to generate the pdf document, but I can’t figure out how to wire up a service endpoint to trigger this method and return the pdf.  Are there any examples around I should be looking at?  Or advise on how to do this? 

Hello,We are struggling a bit with oAuth redirect from a customer's x360 and our Azure firewall. We want to connect the API of the customer x360 systemWe can only allow access in azure for IPs only, no hostnames.Which IPs do we need to set up access for in order for the oAuth redirect to reach our system?Is it a global IP range or do we need to find out the system IP of the customer system? Thanks a lot for your support?Steffi

Hello,We have an API that is inserting data into two fields when an Opportunity record is created. Right now the insert happens after record creation while the user is viewing the record. If the user enters any changes and saves, they receive an error since the record was updated via the API. Has anyone faced a similar issue? Is there a way to avoid the error with an automatic screen or field refresh for those two fields? Or a way to pass those fields into the save that is triggered from the user?Thanks!

Hi All,One of my customers is encountering an error when trying to save data on the Sales Prices screen. The error message displayed is:"The Expiration Date cannot be empty."Could you please assist in resolving this issue?The Acumatica version is 23 R1.Thank you in advance.Regards,Lalith

Hi All, We are getting this error after recently upgrading our site to 2023R1.This is happening when an Incoming email is processed by a Schedule job also when we manually try to process the email getting the same error. This was working fine in the previous version.  

Does anyone have experience creating an API to insert records from SQL Server into Acumatica? I’m currently working on building an integration that transfers data from a SQL Server database into Acumatica using the SOAP API, specifically for the Receivables module (Invoices and Memos screen). Any guidance or examples would be appreciated!Im stuck 😞 What i started using System;using System.Collections.Generic;using System.Data.SqlClient;using System.Linq;using System.Web.Services;using AcumaticaClientLib.AcumaticaDefault24;using AcumaticaInvoiceClientLib.Models;namespace AcumaticaInvoiceClientLib.Services{    public class InvoiceUploader    {        private readonly Screen _client;        private readonly string _connectionString;        public InvoiceUploader(Screen client, string sqlConnectionString)        {            _client = client;            _connectionString = sqlConnectionString;        }        public void UploadFromSql()        {            Console.WriteLine("🔄 Cleansing

Does the system support the billing of cases via project billing? On a case, I enter a billable work item and link it to a project and task.  I close (not release) the case.  The time shows on a timecard which I release.  For a billable case, in PMTran, I see the transaction marked to exclude from billing.  For a non-billable case, the transaction is not marked to exclude from billing.  In either case type, the time does not appear (not available) on the proforma invoice.

 I have one production order with two operations and 3 qty, serial track and Include scrap in completion checkbox is unchecked in production preference screen.Now I have created one production order with 3 qty, three serial lot SRF000131, SRF000132 and SRF000133 Generated on production order released.Now I have created first move operation for first operation, 1 qty scrapped (SRF000131) with scrap Action quarantine and qty is scrap checked, and other two qty I have moved.Now I have created second move operation for second operation, I have moved all 3 qty but error is coming "Error: Serial Number 'SRF000131' for item 'AAMACHINE1' is already received".I have already unchecked Include scrap in completion checkbox in production preference screen. same case for lot track is allowed to move operations.why different behaviors for lot track and serial track...please suggest ..Thanks

This question was asked 4 years ago.  I have the same issue.  However, I think the solution provided in this topic is frankly unacceptable.  Unless of course, I’m missing something obvious.Issue with displaying Inventory ID in mobile app | CommunityIn my GI, I am displaying the Inventory CD.  Looks great when viewing on the site.Per the link above, when the GI is displayed on the mobile app, the Description field is shown, not the inventory CD “by design”.  Well, that doesn’t seem like a good design.If I follow the old link, I have to uncheck the Expose to Mobile App and basically, rewrite the entire GI as a new mobile screen.  By exposing the GI to the mobile app, it is doing everything we want except for actually displaying an inventory id (cd).  There HAS to be some way to modify the GI results grid to show the Inventory CD in the mobile app without recreating the ENTIRE page on the web app.Has anyone else figured a workaround for this? EDIT:  I meant to create this in the Develop C

Hi everyone, I have a created a service order billing cycle:Run Billing for: Service Orders Group Billing Documents by: Service OrdersIn an appointment I have a service item with an estimate of 4 hours but the actual qty is 6 hours. After closing the appointment the item is transferred to service order for billing.However instead of the actual amount of 6 hours the only 4 hours are billed when running billing. If I change the billing cycle to: Run Billing for: Appointments Group Billing Documents by: Service Ordersnow billing is moved to the appointment which will create multiple invoices which isn’t what we want. Changing the billing cycle: Run Billing for: Service Orders Group Billing Documents by: Appointmentis not permitted by the system. Is there a way to to make service orders bill the actual amounts and qtys from the appointments? Or am I missing something why this isn’t supposed to work? Thanks