Discussion Forums

When processing a Purchase Receipt, the system automatically generates a Journal Transaction hitting Account A and Account B based on the default setup.Is there a way to change the Subaccount for Account A for one specific Purchase Receipt only? I am aware that I can use the Reclassify feature if the document is already Released, but I want to know how to modify the Subaccount at the point of entry before the transaction is finalized.

Has the functionality of the Expense Claim screen changed?  Our accounting admin was previously able to place another user’s expense claim on Hold and/or Release it all right from the expense claim screen.  But now it seems that only the creator, claimer, or a delegate can place it on hold.  And the release button has disappeared.Has anyone else seen this change?  She has admin permissions and she is above everyone in the company tree. But she still is unable to correct or release a claim from the claim screen.  She can only release it from the “Release Expense Claim” screen which is time consuming to and difficult to flip back and forth.

Hello Acumatica Team,We have a requirement to add a custom field in the Application History tab of the Payments and Applications screen. This field should be populated from the Blanket Sales Order CustomerOrderNbr and must be updated during Payment Release and Payment Capture.I attempted to override the Release action. When updating the value before the baseMethod call, the Application History (ARTranPostBal) View Details is not loading. When updating after the baseMethod call, the view loads correctly, but the value is not persisting. However, updating the value using PXDatabase.Update works as expected.I also tried using row events, but observed the same behavior with no success.Could you please clarify:

Hi everyone,If you develop for Acumatica, you already know the biggest bottleneck in our daily workflow: making a small code change, building the DLL, and then waiting several minutes for IIS to load the instance just to see if your change worked.To solve this, I’ve developed a new Visual Studio extension called Acumatica Live Sync. It bypasses the constant rebuild/restart cycle, allowing you to see your code changes in the instance almost instantly. - Key BenefitsZero-Wait Updates: Once initialized, any saved changes to your code (renaming fields, modifying logic) are immediately reflected in Acumatica without an IIS restart.Full Structural Editing: It’s not just for small tweaks. You can add new actions, create brand new extension files, or delete existing ones on the fly.Native Debugging Support: You don't lose any Visual Studio features. You can still set breakpoints directly in your project, they will hit as expected, and you can inspect

Can we create a GI directly from a report. I want to make changes in the report and it is very hard with the report designer to do that. 

Dear community,We are in the process of migrating Pivot Tables to the Modern UI and would like to collect some feedback and information about the usage scenarios.In the Classic UI, there is an option to create a pivot table directly from a GI as a GI’s tab or to go to the SM208010 Pivot Tables form and create a pivot table as a separate form with its own Screen ID and a menu item.Can you please share your usage scenarios for the second option? (pivot table as a standalone form)

Has AvidXchange launched end to end Purchase to Pay Integration with Acumatica?

We upgraded to 2025 R2 build 25.200.0248.3 and are disappointed to learn that after the plugin “fix” was announced there is a current bug/issue and it cannot be used with Modern Authentication.Wondering how many other customers out there have Modern Authentication?  Can we push Acumatica for a fix in 2025R2?As of late we heard Acumatica is are aware of this issue with the modern authentication, but there is currently no fix for it.  We’ve been anxiously waiting for almost 2+ years.

Team - one of our customers wants to limit the characters used for Project Tasks.  This is simple enough.  However, it turns out that the consultant who originally configured this customer somehow (???) added a Task to Project X.  To make matters more unnecessarily inconvenient, they used the maximum characters allowed by the segmented key.  I can neither open this task (on Project Tasks), delete the tasks using a Mass Update, or Update the Task ID (also using a Mass Update).  I’ve also tried renaming the Non-Project Code, but this isn’t helpful either. Is there a way, short of using a customization, that I can access this task to delete it? How in the world was this able to be done in the first place? Thanks in advance!

Hello - I’m having some issues with the Global Tax Settings tab of the Tax Maintenance form. Our client has recently updated to 25R2 and the modern UI, and when we update taxes, the Global Tax Settings tab seems to be missing all sorts of entries that used to be visible to us. For example, we used to be able to maintain the basic personal amounts for each province tied to our work locations, and those fields are now missing. They would be the Total Claim Amount fields for each province.I’ve searched the update notes and don't see anything related to this. I also thought that perhaps this was missing because I was setting up a tenant for production with no employees loaded yet, but our UAT tenant that has prior payroll data is also missing all of the field that we previously were using.I also went in and looked at the individual Employee Payroll Settings, and all prior values we had updated are still there, however the ‘Use Default’ checkbox that used to exist for some

Benefits of AP Document RecognitionAP Document Recognition streamlines processing of vendor bills that you receive in PDF format. AP Clerks spend less time re-typing data so they can focus on higher value tasks. Worker productivity: spend less time entering documents Accuracy: reduce data entry errors which may result in incorrect vendor payments Approvals: integrate with existing approval and workflow processes AI/ML: extracted data accuracy (vendor ID field) improves after manual correctionWho can use AP Document Recognition?Prior to April 1, 2023 Acumatica offered a promotion for up to 1,000 pages/month for free. After the first year, customers could purchase the feature.Starting April 1, 2023 all new and existing Acumatica subscription customers (does not include perpetual licenses - PCP) get 50 free pages so they can try the feature. Custome

Hi,Has anyone successfully removed prepayment and payment amounts from the calculation of the aging buckets on the AR Aging report. I have the report filtering out the prepayment and payment transactions so they do not show up on the report but those prepayment and payment amount are still showing up in the aging balances. I need to remove the prepayment and payment amounts from the aging balances. Thanks! 

Hi all,I want my customer statement does not include transaction with prepayment type. I have created a parameter doctype and filter conditions type does not equal ‘PPM’ but it does not work. Thanks in advanced.

How is everyone monitoring project inventory costs through their balances/cost budgets? Our issue is that the cost of inventory when ordered will appear on a Committed or Open committed column, but once that project inventory is received (or transferred directly) onto the project, it does not appear in the balances UNTIL those inventory items are issued.We need a way to reflect project inventory balances on the Balances tab, ideally on the Actual + Open Committed amount column.Example below. You will see we ordered $303k worth of inventory. It is all received and sitting on the project inventory. But it is not reflected in the Actual +Open Committed amount and is actually showing as a major variance. Between transfers & PO orders, there is $307k worth of materials sitting on this job that are not being accurately reflected at this WIP state of the project.How is everyone handling project inventory for budgeting/cost tracking? 

We have a specific use case regarding Equipment Time Cards: currently, when a time card is submitted, the system automatically generates transactions that post to both the General Ledger (GL) and the respective Projects. We would like to capture these costs within the Project module for tracking purposes only, without triggering a post to the GL. Is there a standard configuration or a workaround to achieve this?

Recently we have discovered a couple of automation schedules that use the new Email Notifications functionality on the report screen have stopped sending the emails in the last week.  they were working previously.  The automation schedule history shows that the schedule fired and was successful.  The attached report in question does not have any parameters, and runs without errors when run separately.  The email addresses are hard coded into the Email Template.  There is no record of the email on the All Emails screen.Has anyone else seen this issue?Thanks,

Hi, how do I set up an automatic email to go to all customers excluding 1 customer class at the end of the month (on or around the 25th of each month) that provides a reminder of all outstanding invoices that are due at the end of the month and have the system attach the invoices to the email?I’m thinking setting up an automation schedule to prepare statement and another automation schedule to print/email statements. The fact that I need to exclude a customer class, I think I’ll need to create a new statement cycle? Please let me know your thoughts.See example email below:Dear Valued Customer,This is a courtesy email to let you know that your invoice/s will be payable soon. Invoice Number Invoice Date Invoice Due Date Invoice Amount

Hello, is there a way to prevent duplicated quantities and amounts for items that are shipped and invoiced multiple times? This is for a single sales order that is invoiced multiple times due to split deliveries. 

Even after rebooting my machine, every single time that I try to create a new instance of 26R1, I get these errors and the installer stops:Even if I press OK, I get more log errors:If I press ignore, I just get more of these errors about the other log files that the installer created.Question: how to get past these log errors so I can create a new instance?Here’s the full error:Cant't create the site 26R1 -------------------------------------- Inner Exception: Exception occurred while deploying the site files.  --------------------------------------  Inner Exception:  Exception occurred while backing up the files from 'C:\deployment\sites

Every single time that I try to create a new instance of 26R1 (even after rebooting my machine), I get these errors right away and the installer stops:Even if I press OK, I get more log errors:If I press ignore, I just get more of these errors about the other log files that the installer created.I’ve deleted the log files and restarted the install but the log files just get recreated with the same access errors.Question: how to get past these log errors so I can create a new instance? Here’s the full error:Cant't create the site 26R1 -------------------------------------- Inner Exception

Issue description If a production order was created from the Inventory Planning Display (AM400000) form for a non-lot/serial tracked item or a lot/serial tracked item with the When Used assignment method, there was a mismatch between the Qty. to Produce in the Summary area and the Quantity column on the Line Details tab on the Production Order Maintenance (AM201500) form (see the following screenshot). On the Inventory Allocation Details (IN402000) form, the system displays incorrect

Hi,We are using the Receive and Put Away function in Acumatica.When we scan in the Regular Acumatica Application (on our desktop), there are three distinct sounds for:Correctly scanned barcode Scanning error Release actionProblemWhen we scan in the Acumatica mobile app, there is only sound for correctly scanned barcodes. There is no sound at all for the other two (scanning error and Release action). Is there a setting in the Acumatica mobile app to enable these two sounds?

I have two GI’s, ICSCallLog, and ICSCallLogUser.  ICSCallLog is for use by Administrators.  It has an Entry Screen to open my custom screen when a row in the GI is selected.The second GI ICSCallLogUser has a Condition to only show records where CreatedBy = @me.When you open the custom screen while viewing the admin GI, then click the CloseCancel button, it returns the user to the ICSCallLog GI.When you open the custom screen while viewing the user GI, then click the CloseCancel button, it returns the user to the ICSCallLog GI.  I want it to return to the ICSCallLogUser GI so that they only see their records.I am thinking that I can add logic to the CancelClose action on my screen to redirect the user to the appropriate GI.This is the code I am trying to use://[PXOverride]p

I created two subqueries.  One totals the sales booked by order date and the other totals the invoices billed by doc date.  When I add the two subqueries to the main query and try to filter on a date range I get the object reference error.Booked QueryInvoiced QueryBoth are grouping by date, the formula is makes the amount negative if a CM.ConditionsMain left joins invoiced query to booked query by date.Without the conditions the data is returned

Anyone have a working import scenario to delete Project Template Tasks?Due to how the template format is in the screen, it seems that it cannot find the Project Template.  I tried a few ways even using the description, but it is unable to find the record. Client uses two segments for their project task record, and it looks like the screen only shows the first segment and this might be part of the problem.When you pass the template ID with two segments it says it doesnt exist.I can use the GI but as there is about 2800 records this takes some time.