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Hi,I configured an automation schedule for the Run Project Billing process. However, several of the projects that were completed still generated an invoice even though the items were billed already. I did know for several line items this happened on after Run Billing was done the completed % column like below increased from 100% to 200% causing an invoice to happen. The billing rule is set to Time & Material .Here is the billing rule for Time & Material: This billing rule also includes a progress billing:  Could the billing rules be causing an issue. Some parts of the revenue are T&E and others progress. Let me know or if you need more detail.Thanks,Frances

Hello all,I’m trying to find a way to import multiple corporate cards at once. My company has a lot of employees and each of them have a card that needs to be in the system. I see where you can enter each individual card, but I can’t find a way to mass-import all of these. Any help on this would be appreciated.Thank you.

Hi All,since our business have some PO with dropship type we have to manually tick the freight line to complete (dropship freight is a non-stock item) to able to receipts the whole PO). is it possibility for the freight dropship to be auto-complete?

Hi, I am trying to print lines for an Invoice Print using the report designer. It works fine when the invoice is a single page, however it does not when the invoice is multiple pages. The lines get drawn to the end of the page … I’d appreciate any ideas… Thank you,Bhavesh

Hello Everyone, I have an import scenario and business event that create a new project from an SO Quote. There is an attribute on the project to bring in the quote number. After the project is created I have another import and business event that is supposed to insert the projectID and taskIDs back into the quote. I keep getting an error that says the ‘project task’ cannot be empty. Here is my most recent import mapping: As additional info, I made the taskID = the LineNbr on the quote of the original import that creates the project. Anyone have an idea on why this one is erroring out? Thanks

We’re running 2023R2 and I’m trying to update the UnitPrice to equal the UnitCost when entering items in a “No Charge” Sales Order.  Using the following code:namespace PX.Objects.SO{  public class SOOrderEntry_Extension : PXGraphExtension<PX.Objects.SO.SOOrderEntry>  {     // Update prices when order quantities updated    protected void _(Events.FieldUpdated<SOLine.orderQty> e)  {    var order = Base.Document.Current;    var line = e.Row;    if (order?.CustomerOrderNbr?.Contains("SE") == true && line != null)    {        // Use SetValueExt to ensure all business logic and UI updates occur        e.Cache.SetValueExt<SOLine.curyUnitPrice>(line, line.CuryUnitCost);    }  }    // Update prices when CustomerOrdNbr changes    protected void _(Events.FieldUpdated<SOOrder.customerOrderNbr> e)    {        if (e.NewValue?.ToString().Contains("SE") == true)        {            foreach (SOLine line in Base.Transactions.Select())            {           if (line.CuryU

Hello Community, We are having an issue when attempting to confirm a shipment and receiving the following message:On the shipment, we are not trying to delete any items, simply clicking the “Confirm Shipment” button and receiving that error. The quantity lines are as follows:These are serialized items, and all have a serial selected so no unassigned quantities. No duplicate shipments were sitting out there, and the lines are all allocated correctly. The order itself shows the lines as open for shipment and every line is marked “back order allowed”. Has anyone seen this error before? 

We’ve recently found out that the accounts created for our customers to use the customer portal have access to our main Acumatica database as well. Is there a way to ensure that customers only have access to the portal and nothing else?

We are currently exploring options to streamline the process of converting business accounts (BAs) to customers in Acumatica, ensuring efficiency and maintaining control over the conversions. Our client relations team receives calls from customers who wish to place orders over the phone and pay with a credit card. In order to proceed, the client relations team adds these customers as new Business Accounts (BAs). The BAs are then converted to customers to conduct business, but only our accounts receivable team has the ability to convert BAs.Is there a way to create an exception in Acumatica where our customer service team can ONLY convert BAs to a specific customer class, such as "Credit Card Customer," which automatically assigns them credit card terms? This would enable our customer service team to securely utilize Acumatica payments for credit card purchases. We are seeking advice on how to implement this exception effectively to ensure our customer service team can manage credit car

Hello! We have a scenario where we define the Sales Prices in Non-Base Currency (USD) but require it to be converted to Base Currency (LKR) in some instances. Specifically, if the customer is USD the USD prices need to be loaded and if the customer is LKR, we have to convert the USD price to LKR on an agreed rate. There is an option to convert Base currency prices to a non-base but any possibility of other way around?Best Regards!

Is it possible to merge lots of inventory within Acumatica?

I'm trying to create a Generic Inquiry that identifies sales orders where a required TaxID is missing, based on the Customer Tax Zone. Here’s what I want: If the TaxZoneID is STNRETAILR, the order should have both TNOTP66SALES and TNSTEX If the TaxZoneID is MSRETAILR, the order should have both MSOTPEXS and MSSTEX If either is missing, I want to show that order in the results so it can be corrected Below condition is working fine . But When i tick all together it shows 0 Records Means condition is not working when i active all. 

Within the Payables section I’d like to be able to produce a report that shows only the Vendor Name and Payment Method.  Is this at all possible?I do not want to see anything else. Such as addresses or GL codes.  

Hello,We have a blanket sales order.Multiple lines each with the same inventory ID.When we create child orders from the blanket, we need each line to be it’s own new SO sales order.Acumatica consolidates all lines into 1 new sales order of type SO. The only way we can see to keep Acumatica from consolidating all lines in 1 SO sales order is to use a different location on the BL line item.I cannot find a preference or setting that says “Do not consolidate” or anything like that.  And the only way we have found top prevent the consolidation is by using different locations on the line, which we do not want to do. Any thoughts or suggestions?

I’m hoping I’m simply missing something obvious.I looking for a report that I can define a date range, a warehouse, and a specific part and get a total amount that has been consumed for that part, through BOTH sales and production. The Turnover report doesn’t seem to take into account production usage.Before i go making a custom GI/Report based on the Inventory Transaction History screen to get a simple summary of issues and invoices, is there a stock report that my smooth smooth brain just isn’t noticing?

Hi Acumatica Community,I do have a concern. I was trying to create a dashboard for my Acumatica cases, and I want to get the total time of the initial response.Upon checking, the Initial responses are not populating any time, unlike the resolution time it has hours and minutes. My question here is, how do the initial responses work in Acumatica Cases 23r2? 

Good morning,I know this has been discussed on other forums in the past and hopefully there is a resolution at this point...however I am just seeing if there is a more sufficient/quicker method to use to get refund checks for AR customers?My company is still fairly new to Acumatica, so bare with me if my step by step process is either confusing or cumbersome. Please advise! :) Right now, I currently do:Verify customer orders are complete and credit is available Extend customer as an AP vendor through AR customer maintenance screen Create a Cash Purchase in AP to reflect check I’ll be cutting (apply towards corresponding Refund check GL Account) Prepare/Print Checks Release Printed Checks Create a Debit Memo/Credit Write off in AR to offset credit available (apply towards corresponding Refund check GL account)

We sometimes have customers with billing issues that should not trigger credit holds. Is there a way to exclude a specific document (invoice) from the credit hold process?I don’t want to extend the credit days past due or make any other change that would affect more transactions than just one specific invoice. Is there functionality to do this?

Hi all,I’m trying to figure out if I’m missing a trick, or if there’s a functionality gap here. With Azure Entra SSO configured, and using the SSO Group based Role assignments logic this introduces, I can’t find a way to report on ActiveDirectory Roles/Groups.While I was able to find PX.SM.RoleActiveDirectory, and query this to get information about which AD Groups have which Roles:  I wasn’t able to then join it to a Group name in a way would display, or find somewhere to join against to identify the link between AD group and User. I tried:PX.SM.ActiveDirectoryGroup This has the correct names like it should be providing me the name of the AD groups, but I couldn’t actually get information to display from it. (I think maybe this information isn’t persisted? Though it is possible I’ve got my joins wrong.) Any hints, or confirmation that I’m trying to do something not currently supported, would be really appreciated. My goals are to be able to reproduce something likeAccess Rights by Rol

How to Create SalesOrder with Shipping and Payment details using REST API in node js

We have an import scenario that we have built that we want to import Sales Orders on a daily basis. We want to schedule the Import Scenario so that on weekends and public holidays it will process the updated file without intervention.The file is overwritten on a daily basis by an external process. I have tried using the “Link to existing file” option as well as editing the URL. I have been using my C Drive as well as a link to a Dropbox file. I have tried every option, but it seems to load the historic contents and not look at the updated file. Has anyone got any suggestions of what is needed?

Is it possible to link a Sales order line item to multiple  Drop ship Purchase orders  

Hello! I want to create Purchase Orders by using “Mark for PO” function on the Sales Order form. But I do not need to create Purchase Orders for the full quantity mentioned in the line but a less quantity.  Is there any way of doing this? 

We just upgraded to 24R2 and are having issues trying to create a compliance line for insurance under the customer. This has never been an issue before. When trying to save the following warning is given:This is directly under the customer record and there are no other compliance lines listed for this customer. Has anyone else run into this and how did you fix it? Thanks!

Hello - I received a request to add Vendor InvoiceNbr to the Purchase Order screen under the PO History tab but am not seeing this field as an option. Is there another way to go about getting this added?