Discussion Forums

For those of you that use Acumatica Pay, do you automatically charge credit card fees of 3%? If so, what version of Acumatica can you do this with?Admin note (May 18): industry term is a ‘credit card surcharge’

Hi Acumatica Community,I'm working on a Generic Inquiry (GI) to identify instances where employees have no time recorded on a given day within their time cards. This is crucial for us to ensure accurate time tracking and address any missing entries.I'm using the EPTimeCard, EPTimeCardSummary, and EPTimeCardDetails tables, and I'm looking for the best way to achieve the following:Goal: Display employee time card details, specifically highlighting days where no time was entered at all.Challenge: The standard joins between EPTimeCard and EPTimeCardDetails typically show days with entries. I need to effectively identify and display the "gaps."How can I achieve this?

Hi everybody, I’m struggeling a bit with an import scenario. Our partner wants to import customers and customer orders from a third party via a csv.To me, it looks like I need two import scenarios. One for the customer and one for the order as they are on different screens. (It would be great, if everything could be imported at once, though.)I am able to import new customers and save the third party customer number in the field ‘external reference number’ on the customer screen.Now I want to import the Customer Orders and need to match the external reference number (from the third party) with our new customer ID created earlier in the first import.How do I do this? I just can’t get it running.Every help is appreciated.Thanks in advance.

Recently set up a numeric attribute and a combo attribute. My intent was to add these attributes to the Shipment Confirmation Report (SO642000.rpx). After loading the schema and hitting the Refresh All button in the report designer, I found that only the combo attribute had been added to the InventoryItem DAC. That said, I haven’t been able to get the numeric attribute to show up. Does anyone know if numeric attributes show up somewhere else, or am I just missing something? 

Hello everyone,I have created a custom field called "Grundton" in the data class InventoryItem and would like it to be displayed in the Smart Panel (Inventory Lookup) on the quote screen so that I can filter by it.I would really appreciate it if someone could explain the steps to set this up.    

Hi Acumatica,May I link a document and line notes in a generic inquiry?Thanks!

Sometimes, a dollar figure such as $123.45 included in line description might be split into two lines after the “.”, i.e.The first line looks like: some description $123.The second line looks like: 45 more descriptionSetting the option CanSplit to False partially solves it but introduces another similar issue that a dollar figure such as $1,234.56 might be split into two lines after the comma, i.e.The first line looks like: some description $1,The second line looks like: 234.56 more descriptionIs there anyway to always keep the dollar figure together in one line?

Edit Branch in Bills and Adjustment.  How can I edit the option for branch in Bills and Adjustment? 

Does anyone have experience with Markets Pro in Shopify?   It is supposed to allow us to bring in sales from other countries (CAD for example), however it looks like it brings it in with the Currency of the foreign country, and fails for us because we do not have MultiCurrency enabled. I was hoping it would perform the conversion of the currency and import as USD.    It seems the JSON file contains the USD amount and the conversion: Are we supposed to MAP this in the connector?!Cheers,k2

Created Service contract in 2022R1 with newer Billing Type of Beginning - Period Plus and created annual billing for monthly scheduled service.The service line on the scheduled service is not showing ‘in contract’ as expected and the appointment billing will bill the service when expected to be covered by contract.Am I doing something wrong or is this a bug? 

We want to be able to use Projects to document activities for Research and Development (R&D) tax credits.  I expect that the labor expenses will be the largest component of the R&D credit, with materials and prototyping materials the next largest component.   With the R&D Tax credit Solid documentation is required, but we need to be able to keep it simple as well for the engineers. Need to keep the tasks down to a minimum otherwise the engineers will not properly record their time.  Has anyone setup an internal R&D Project using the projects module?  Are there any tips to share, especially when generating the cost for auditors.

I have successfully set up a field on the Customers Default Address to flag if the address is verified.  On the Customers screen adding a FieldUpdated event for AddressLine1 allowed me to reset this flag if the field was edited.This is the code:protected void Address_AddressLine1_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e, PXFieldUpdated InvokeBaseHandler){ if(InvokeBaseHandler != null)  InvokeBaseHandler(cache, e);  var row = (Address)e.Row;        if (row == null) return;  var addrExt = PXCache<Address>.GetExtension<AddressExt>(row);  if (addrExt?.UsrAIAddressVerified == true)  {  cache.SetValueExt<AddressExt.usrAIAddressVerified>(row, false);  }}This works great on the Customers screen. If I edit Address Line 1 and tab away it resets the flag. I want to reproduce the same thing on the Shipping Address on the Sales Order Screen.I added the following:protected void SOShippingAddress_AddressLine1_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e, P

Hi everyone,I'm trying to create an export scenario on the Customer Payments screen (AR302000), and I’d like to filter the exported records based on the LastModifiedDateTime field.Since this field is not active by default, I made it available using a customization project. Now, the field is visible and selectable in the Source Field of the export scenario.However, I’m facing an issue:Even though I can select LastModifiedDateTime as a source field, I cannot select values for Value 1 or Value 2 in the filter condition – those inputs are disabled, making it impossible to define a date range or comparison.What I observed: Built-in date fields (like DocDate) work fine and allow date inputs. These native fields are of type datetime2, whereas LastModifiedDateTime appears to be of type datetime.

I’ve found several entries here for this, but haven’t found a solution yet.Requirement:Enter Start and End Period (can be anything up to 12 periods and can cross fiscal years/calendars) The data in each period’s column display just the turnover for that period (not the ending balance at that period)I have found good formulas to suppress printing periods not in the parameter selection. However, I cannot figure out how to get just the turnover for that period when I use a start and ending period in the parameter. Thank you in advance!

Hello, Trying to have the report printed with alternate color for line items to make it easier for user to read the printed report. picking list report for instance.  Thanks!

Hey everyone - My AP report does not run in alphabetical order but rather by Vendor ID chronological order and it drives me nuts!! Tried to fix it myself on the report designer but I can’t find where the sorting feature is for the data in that column. Can someone offer some assistance?  I only run AP in summary form. 

The client requires a prepayment before production begins and full payment before delivery.  Is there a good way to set up this kind of term?

Some tables throw ‘The multi-part identifier could not be bound.’ when filtering by specific fields. Below is an example for Invoice filtering by BillToContactOverride. Attached is the SQL query executed by the API as retrieved from the request profiler. It looks like the generated SQL is incorrect. This is happening across multiple versions (tested v23 and v24). No customizations have been applied to the instance.  DECLARE @P1 AS INT = -2147483648, @P2 AS INT = -2147483648, @P4 AS BIT = 1;SELECT TOP (1000) [Document_ARInvoice_ARRegister].[DocType] AS [DocType], [Document_ARInvoice_ARRegister].[RefNbr] AS [RefNbr], [Document_ARInvoice_ARRegister].[NoteID] AS [NoteID], NULL AS [NoteText], NULL AS [NoteFiles], (SELECT TOP (1) [DocumentNoteExt].[NoteText] FROM [Note] AS [DocumentNoteExt] WHERE ([DocumentNoteExt].[CompanyID] IN (1, 2)

Acumatica currently charges their SaaS clients a 25% Retired Version Premium when upgrading from a retired version. Our VAR has informed us that Acumatica will start to charge the same 25% fee to private hosted clients as well. There is no press release that I can find and our VAR tells us it came from their source at Acumatica. Can anyone else confirm this?

 Hi all,I created some custom DAC views from sql for GI. When I publish the project for the first time, the tables still appear normally. But when I publish the next times for other projects, the tables in GI will disappear. I checked on the database and the views are still there but not appearing on GI.This is my sql code in the database script This is the code I let the system automatically createDo I need to adjust the initialization code for the above scripts? Or do I need to do something else ? 

We had to request for Acumatica Support for checking one of our SaaS client’s site for Service Order Appointment processes. Unfortunately, we cannot link the employee record to the built-in AcumaticaSupport user. So, we had to create a new user account which causes the confusion to our client because they are a bit peculiar about user access on their system. And just a thought that it would be really nice if we can link the employee access for AcumaticaSupport user for cases as well.   

Hi,I am working with a 25 R1 site that was originally created using 24 R2 and later upgraded to 25 R1. The site includes several customizations, including enhancements to base screens and the development of new custom screens.After configuring the necessary Modern UI settings in the web.config and site map, the standard base screens are correctly displaying in the Modern UI. However, the customized base screens and newly developed screens are not rendering in the Modern UI as expected.I have used the built-in converter and followed all the recommended steps for the transition. Below are sample .html and .ts files from a very simple screen that I have converted.WS101001.html<template>    <qp-grid id="FreightForwarder_grid" view.bind="FreightForwarder"></qp-grid> </template> WS101001.tsimport { Messages as SysMessages } from "client-controls/services/messages";import { createCollection, createSingle, PXScreen, graphInfo, PXActionState, viewInfo, handleEvent, Custo

We often allocate input materials to a Production Order ahead of time — but the materials are in a different location than the production site.Once allocated, Acumatica won’t let us transfer the materials to the correct location because the inventory is locked.Our current workaround is to: Unallocate from the Production Order Transfer the inventory Reallocate it again This feels messy and inefficient.Our VAR suggested we just consume from the original location and physically move the material — but we’re not comfortable doing that due to compliance concerns.Has anyone run into this?Is there a way to transfer allocated inventory while keeping the link to the Production Order?Appreciate any ideas! 

Is there a report that I can run to see the Prepayment usage. Our customers would like to know where the prepayment applications with  the details like Invoice Ref Nbr, inventory item, quantity and amount at invoice line level. -Thank you,Nalini  

Currently when users request to send an SMS for the two factor authentication code (if they app or other options aren’t available), it send the code only, with nothing else.  Is there a way to modify the SMS message sent so that it includes something like “Your code is XXXXXX” or similar so devices like MacOS and iOS know to offer it to enter into the browser for you rather than needing to type it manually?