Discussion Forums

Hello all,I have been working on ACH export scenario. And I am not able to setup the file name in the format as:ACH_MMDDYYYYHHMMSS.txt The current format:=Format( 'ACH{0:MMddYYYY}-{1:00}.txt', [Document.TranDate], [Document.BatchNbr] )

Hi AllI’m totally new to customizations, I followed a few guides online and was able to add custom fields on our PO screen (see screenshot attached).What I would now like to accomplish is linking dates on the document section of the PO screen with the details section of the PO screen, meaning when a date field is populated on the document section the corresponding date field in the details section is populated as well. Similar to how the ‘Date’ and ‘Promised On’ fields on the document section are linked to the ‘Requested’ and ‘Promised’ fields in the detail section.I have two custom fields ‘ETA GY’ and ‘Back Order Date’ on the document section and would like them to be linked to the ‘ETAGY’ field and ‘Back Order Promise Date’ fields (also custom fields) in the details section respectively. Also, the ‘Back Order Promise Date’ field can only be populated if the ‘Back Order’ checkbox is ticked (another custom field).Any input is greatly appreciated.ThanksAmitCustom date fields and checkbo

Hi all,I'm attempting to create a Bill in Acumatica using the REST API, but I keep running into this error:Receipt Line 000026 - 2 not found.If I select lines 1 and 3 the bill gets created, but for other lines I get the error.Request Body: {  "Vendor": { "value": "V000000001" },  "Date": { "value": "04/17/2025" },  "PostPeriod": { "value": "04-2025" },  "DueDate": { "value": "05/17/2025" },  "Hold": { "value": false },  "Details": [    { "POReceiptNbr": { "value": "000026" }, "POReceiptLine": { "value": 3 }, "POReceiptType": { "value": "Receipt" } },    { "POReceiptNbr": { "value": "000026" }, "POReceiptLine": { "value": 2 }, "POReceiptType": { "value": "Receipt" } },    { "POReceiptNbr": { "value": "000026" }, "POReceiptLine": { "value": 6 }, "POReceiptType": { "value": "Receipt" } },    { "POReceiptNbr": { "value": "000026" }, "POReceiptLine": { "value": 1 }, "POReceiptType": { "value": "Receipt" } }  ]}Request URL: Put Request- http://localhost/AcumaticaT100/entity/Default/24.200.00

Hi AllIs there any workflow in Acumatica to have multiple requsitions from the same vendor be added to one purchase order?ThanksAmit 

I'm trying to get a BQL union to work per this help page... Performing a Union Operation in BQLThe BqlTableMapper example doesn't work for me because Map() is not a member of BqlTableMapper or IBqlTableMapper so it doesn't compile, and the second parameter to the BqlTableMapper type is expecting an IBqlFieldMappingResolver - which the class  isn't.  So then I tried to use the BqlFieldMapper example, and that mapper definition seems ok because there is a Map() member.  However, when I then try the MappedSelect with my BqlFieldMapper classes, the compiler says they need to support IBqlTableMapper. All MappedSelect type derivations seem to only take an IBqlTableMapper.Anyone try these examples before and get them to work?  How did you define your table and/or field mappers and get MappedSelect to work?Looks like this post from months ago is similar and is unanswered so far…   

Is there a way to turn off the cross referencing on vendors/inventory items? We use one inventory item for non stock items.  It keeps pulling in the price or sometimes the alternative id which is not helpful for us because the price is always different and we use the alternative id for Serial#s. 

Hello,I have created a report for our sales reps which summarizes any sales ordrers that have been entered that they are elgible for a comission on.  I would like to create a business event that sends this report out on a weekly basis for the orders that were entered during the previous week.   I have only been able to make this work if I create a unique Business Event & Email Template for each sales rep,  however in my opinion that is not every efficient or elegant.    Ideally this could be done with a single business event and email template, however I have been unable to get the system to generate a distinct email for each sales rep.   Currently my business event has trigger conditions that filter the sales order date range and the salespersonID from the Sales order Line.   Then on my email template, I have set the salespersonID as a report parameter along with a date range.      Would appriciate any feedback on how I could improve this process. 

I am trying to add a report to a screen via a Customization Project, however, despite following the instructions I could find online, the new report doesn’t appear as a option. Here is the screen shot of the action I created. How can we get this report to be selectable straight from the Move Screen?

I’ve seen marketing literature (for Advanced Expense Management) that states Acumatica can send push notifications to users when a Bank Feed item shows up without a matching Expense Receipt in the system.Is there an implementation guide for this? My assumption is you need the following:A bank/credit card that uses Plaid and sends cardholder information/name to the feed Corporate cards set up in the system and matched to employee Corporate Card matching set up in the bank feedIf this question is answered elsewhere, please let me know. Thank you in advance!

The following error occurs when I try to create an expense receipt using the REST API. Could anyone help with this?Error: error: "Inserting  'Expense Receipt' record raised at least one error. Please review the errors.; TranDesc: 'Description' cannot be empty.".Body:{    "Date" : {"value" : "04/17/2025"},    "ExpenseItemID" : {"value" : "MEAL"},    "Details": [        {            "Description" : {"value" : "Team outing"},            "Quantity" : {"value" : "2"},            "UOM" : {"value" : "PIECE"},            "Amount" : {"value" : "175"},            "Currency" : {"value" : "USD"}        }    ]    }

Hello community,Is there any option/workarounds where I can a add a long text that states details about the customization package.The text would be related to functionalities of what elements have been modified using this customization.I know about the description field in the Customization Projects (SM204505) screen. But is there any other way where I can add the whole? maybe in the Project Editor?Thanks.

Dear all,We have set up the locale in two languages. I used to define stock item descriptions in both Vietnamese and English. However, I haven't been able to identify the tables that store the English translation data.The same issue applies to Credit Terms.Thank you very much!  

When setting up a new item in Inventory, what is the maximum field length and are there any character restrictions such as spaces, @, #, *, -, etc.

Can you please demonstrate, or point me to documentation for the addition of Cash Transactions programmatically?Accounting is currently appending credit card fees to their ledger by manually (UI) adding a Cash Transaction (CA304000) at the end of the period for the sum of all fees collected.I have been asked to create this same transaction through the api. Usually, between the screens, and the api documentation, I can come up with the end points, but so far I have been unable to figure out what these are.I have noticed that JournalTransactions can be created directly from the api, but only in the GL module. When accounting releases these existing Cash Transactions, they result in CA module JournalTransactions. These can not be added through JournalTransactions, but it’s the only way I have found to affect the transactions directly at all.

I’m trying to default Use Customer Account to true or false based on the Shipping Terms via the Fields tab in the Customization Project. I’m using the code “=IIf([ShipTermsID] = 'PPA', False, True)” however, this doesn’t work. How can I get this to work.

I’ve got an interesting question. I’d like to know if it is possible to copy a specific email address to Purchase Order Notification template, but depending on the stock item in the order. For example, we buy ingredients from vendors, and one of our customers would like to be included in any Purchase Order Email when the ingredients are for her business.  I cannot add her email to the vendor contact information because we may also buy ingredients from these vendors that are intended to be used for another business and received under a different stock item.   I believe I could easily create an automation to send an email directly to her when an order is placed for her items, however she needs to be in the same email thread so that she will get all of the confirmation emails as well.  And since the Purchase Order Notification is not automated through a business event, (because you may want to verify the order before clicking “Email Purchase Order”) I don’t know any other way to add filte

Looking for some help understanding why when doing a Kit Disassembly some items do not automatically show a cost in them?  Cost appears when the Kit is Assembled, but when doing the Disassembly some of the kit components show a cost and some don’t. All stock items show costs in the Stock Items > Price/Cost tab so I’m having a hard time understanding what I need to fix to resolve this issue. Thanks in advance! 

many of our construction clients want to be able to use advanced warehouse management features like scanning, receiving, transferring material to projects / returning items from job sites.  Currently the only way I’ve been able to make this work with construction is via the incredibly clunky project location process that requires assigning each project to a unique warehouse location. Reason I've needed to do this is that the mobile issue, receipt, or transfer items simply do NOT allow you to code entries to project, project task, or cost code, and you are forced to have the warehouse fill that information for you. How are other people handling these needs? customization? Third party?

I need to add a field to Business Accounts header. I've extended the view responsible. I am trying to add the field in my html extension file. According to the help(step 4), I should structure it like this:<template> <field after="#fsItemDefaults-General [name='ItemType']" name="UsrRepairItem" ></field></template>Here is the CR303000.ts file for BAccount header:I would like to add my field after ‘Status’.Here’s my attempt:<template> <field // Here is my 'selector' statement after="#phF_form_PXLayoutRule#0 [name='Status']" name="XServices" ></field></template>Attempting to build results in: SyntaxError: '#phF_form_PXLayoutRule#0 [name='Status']' is not a valid selectorI’m wondering if the ‘id’ containing ‘#’ (like the ‘selector’ statements starts with) is causing this error. 

Is there a way to restrict access so that Project Managers can add projects and project tasks, but cannot change the status of the Task or Project to Complete?  We want the project and tasks status to be changed only by accounting.  I have tried to restrict this with the Access Rights by Role by changing the Project Management access to Insert for the Project and Project Tasks, but even after this change, it is still allowing them to change the project status.  Thank you!

In the condition tap in the GI my state field is blankSo, I'm trying to set the states to specific ones, but my state field is blank.I know the Address and ARAddress both contain all my states  

We upgraded a site from 23R1 to 24R2 and the EPView DAC is not providing the ability to query the “Read” status of the Activity any longer. It’s always marked as Read.The users were expecting to the new Tasks highlighted with the BOLD style, but the initial value for the Read field is always true.The EPViewMy DAC was made obsolete too.Is there another method to detect when the Task has been read by the users?Thanks   

We are trying to sync modifier options from BigCommerce to Acumatica. However, when the modifier type is ‘dropdown’ the value that syncs over to Acumatica does not match BigCommerce.  If we have the modifier type set to a text field, then the value syncs over just fine. but we need it to be a dropdown option, and would appreciate any insight into how to get the value to sync over correctly

In many industries (automotive,...) produced parts sent out in reusable bins and / or pallets. These reusable bins must be tracked, and ultimately, you need to know how many reusable items each customer still possesses in order to reclaim them if necessary. How do you deal with these requirements?

Hello all,How can I display the ending balance for a month instead of a year?So lets say if the income for March is 100$ and that of April is 50$. So if I enter the 04-2025 period in my parameter the ARM report should display only 50$ instead of the total, of 150$, that it is currently displaying.In my column set I am using the below amount type: Tried with Ending balance as the amount type but still it shows the same figure.